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Project management

Starting a subcontract well: the trade project manager's first week

By Review.LivePublished 3 min readHow we write

The signed subcontract arrives on Monday: 38 pages and a list of prime contract documents it incorporates, none of them attached. Your foreman wants to know when he starts and who he answers to. The general contractor's start-up meeting is two weeks away.

An empty flatbed truck is parked beside an unfinished building entrance.
Photo: Robert Yandura on Unsplash

In the first week, read the signed subcontract and the parts of the prime contract it binds you to, and turn them into a scope sheet, your dates, a submittal list, a billing calendar and contacts on both sides. The subcontract is rarely the quote you priced: the general contractor adds conditions, and a clause incorporating the prime contract may bind you to terms you have never read. What you miss now often surfaces in month two, as a rejected invoice or a missed notice.

Week one, in order

  1. Compare the subcontract with your quote — scope, exclusions, price, anything added such as hoisting or cleanup — and raise differences in writing this week.
  2. Get the prime contract sections that flow down, with your specifications, drawings and addenda, and note what they add: notice periods, schedule updates, warranty, site rules.
  3. Check your dates against your crew plan, and say now if they do not work — see a schedule that does not work.
  4. List your submittals and long-lead materials, worked back from your start.
  5. Build the billing calendar: invoice date, holdback, and every attachment, with who signs what, and when.
  6. Swap contacts and authority: who may instruct, approve a change and receive a notice, on both sides.
  7. Brief your foreman in writing before mobilizing, and take open questions to the start-up meeting.

A statutory declaration is a solemn statement made before a notary or commissioner. On the Government of Canada's form, the contractor declares that it has discharged its lawful obligations to its workers, subcontractors and suppliers, except holdback properly retained, payments deferred by agreement and amounts withheld in a legitimate dispute; a false declaration contravenes the Criminal Code. Canada's industry-standard subcontractor form is used from the second progress payment on, and for the release of holdback.

Common mistakes

  • Working from your quote instead of the signed subcontract.
  • Assuming your notice periods match the prime contract's; yours may be shorter.
  • Finding the billing requirements when the first invoice comes back.
  • Letting the foreman take instructions from anyone who sounds senior.

Checklist

Ask the general contractor this week

  • Which prime contract documents bind us, and may we have them?
  • Who may instruct our crew, and who approves a change?
  • What must every invoice include, and by which date?
  • Which of our submittals do you need first?

Check your understanding

The general contractor's superintendent asks your foreman for "just a few hours" of backing for another trade. What should your brief have told him to do?

Show the answer
Record what was asked, by whom and when, and tell you that day. Check the instruction's authority and the subcontract's duty to proceed; confirm any extra scope and give the required notice. If the crew must proceed before a price is agreed, keep separate records rather than treating the work as unpaid goodwill.

Sources

  1. Statutory declaration (form PWGSC-TPSGC 2835)Public Services and Procurement Canada · Canada (Government of Canada contracts; shown as an example) · accessed
  2. CCDC 9B – 2018 Statutory Declaration of Progress Payment Distribution by Subcontractor (public description)Canadian Construction Documents Committee · Canada (an industry standard form; its public description only) · accessed