The SmartBid Compliance Add-On Module gives your risk managers the ability to determine the compliance level of each subcontractor by collecting licenses, certificates of insurance and W-9 documents and translating that data into content that can be managed, monitored and tied to your subcontractor and project database.
Define Requirements
Build a Requirement Group library detailing customized License, COI, and W-9 rules based on project requirements.
Select Projects For Compliance
Access the Compliance module directly from your SmartBid system and select from a list of all current bid projects to run for compliance.
Send Compliance Requests
Send communications that give subcontractors direct, trackable access to upload compliance documents directly to your system.
Subcontractors Submit Documents
Subcontractors can upload documents or send access to Producer to upload. Then our system translates that scanned document into text and compares to compliance requirements for your review.
Review & Analyze
Review subcontractor submissions for compliance deficiencies after our system compares their data to the Compliance Requirements you set.
Set Compliance
Assign the calculated risk level for the subcontractor or vendor and final compliance status.
Invite To Bid
Directly invite qualified subcontractors to bid through SmartBid and manage the compliance, prequal and bid process in one online location.
Maintain Compliance
Renew compliance information by setting auto-notification rules to request updated information before compliance is due to expire.
