A subcontractor is certified, billed and paid
Who is involved
| Role | What they do |
|---|---|
| Quantity surveyor | Prepares and certifies the certificate. |
| Construction manager | Approves and issues the subcontract. |
| Accountant | Records the bill and the payment. |
Step by step
- Quantity surveyor
Makes a draft subcontract from a work package, gives every line its cost code and submits it.
What they see:The subcontract waits for approval.
- Construction manager
Approves and issues the subcontract and records the signed copy.
What they see:The subcontract is running and its lines are committed cost on the budget.
- Quantity surveyor
Starts a certificate for the period, types the work done, adds any contra charges and submits it.
What they see:The certificate shows the net after retention, advance recovery and contra charges.
- Quantity surveyor
Certifies it. A person who did not submit it must do this when the separation rule is on.
What they see:The certificate is certified and waits for its bill.
- Accountant
Records the subcontractor's bill, then the payment.
What they see:The work done becomes job cost and the commitment falls by the same amount.
Who is told what
The accountant is told when a certificate is certified. Retention held back from the subcontractor stays payable until it is released.
Related
- Construction & Contracting
- Accounting & E-Invoicing
- A variation changes the contract only when it is approved
- Budget moves between cost codes with a second person
- The site diary is written, reviewed and kept
- Approvals, cost codes and job cost flow both ways
- Approved timesheets price the job's labour
- Team workflows