This SmartBid add-on module gives your risk managers the ability to determine the compliance level of each subcontractor by collecting licenses, certificates of insurance and/or W-9 documents and translating that data into content that can be managed, monitored and tied to the SmartBid subcontractor and project database.




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Peace of Mind

Reduce the cost of insurance claims subrogation by ensuring subcontractors meet compliance requirements with automatic notifications and renewal alerts.

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Advanced Document Upload Technology

Optical Character Recognition (OCR) technology is applied to every uploaded certificate of insurance, to automatically transcribe data from image to text, reducing manual data entry time and errors.

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Reduce Administration Time and Cost

Send on demand or scheduled documents requests, autonotifications, and give subs access to submit their compliance details by project.

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Consolidate Compliance and Invitation to Bid

One solution to handle your compliance, prequal, bid management, plan room and sub database management needs.

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Secure, Customized
Process

Tailor requests, reviews and user visibility for complete privacy of sensitive data in a secure online environment.

How does it work?

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Define Requirements

Build a Requirement Group library detailing customized License, COI, and W-9 rules based on project requirements. Select a Requirement Group or add a new requirement group to apply to subcontractors when running for compliance.

Select Projects For Compliance

Access the Compliance module directly from your SmartBid system and view a list of all current bid projects. Select which projects to run for compliance.

Send Compliance Requests

Send communications that give subcontractors direct, trackable access to upload compliance documents directly to your system.

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Subcontractors Submit Documents

Subcontractors upload documents (or send access to Producer to upload) and review data translated from the document images into text by our Optical Character Recognition technology before submitting.

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.

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Invite To Bid

Directly invite qualified subcontractors to bid through SmartBid and manage the compliance, prequal and bid process in one online location.

Maintain

Renew compliance information by setting autonotification rules to request updated information before compliance is due to expire.

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Call (866) 431-1050 or complete the form below to learn more.

 

Sign up for a free demonstration today to see this module in action with the full SmartBid system.

 









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As a founding member of the Construction Open Standards Alliance, JBKnowledge (makers of SmartBidNet) works with 20+ other construction software providers on developing data exchange standards for the integration of independent software solutions.

By using a software built on COSA standards, you're able to:
- Incorportate all your favorite software into one high-performing, multi-function construction software
- Eliminate errors and omissions associated with faulty integrations.
- Eliminate manual and spreadsheet data transfers between software.

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All SmartBidNet users can utilize the integrated ConsensusDocs 721 form for subcontractor prequalification. Users can further customize those forms with the Prequal Pro add-on module.

SmartBidNet users are able to use ConsensusDocs to:
- Request standard subcontractor prequalification information at the click of a button.
- Keep subcontractors' qualifications up-to-date with easy-to-manage ConsensusDocs forms.
- Keep sensitive information private with ConsensusDocs 721 digital forms.

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The Virtual Planroom Network (VPRN) partnership allows users of SmartBidNet to view, select and bid on thousands of public project opportunities from VPRN – impacting market coverage and ultimately revenue.

The VPRN is a collaboration of builders' exchanges that have been delivering construction data, news and information of opportunities at various stages of the construction process for over a century.

With this partnership, SmartBidNet users can benefit by:
- Publishing public bid projects from SmartBidnet to the VPRN Online Planroom.
- Pulling projects and documents from the VPRN Online Planroom into SmartBidNet for private prequalification and bid management.
- Accessing industry news easily within VPRN that our commercial building clients depend on daily.

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Dun & Bradstreet is collaborating with SmartBidNet to improve the quality of data integrated from the SmartInsight contractor network. D&B solutions assist in data cleansing and verification by running SmartInsight subcontractor data through the world’s leading source of commercial data, analytics and insight on businesses. D&B’s global commercial database contains more than 240 million accurate business records.

Through our integration with Dun & Bradstreet, SmartBidNet users are able to take advantage of verified commercial company data integrated from SmartInsight by referencing a D-U-N-S number for each subcontractor. This integration also gives general contractors confidence in the validity of subcontractor data listed within the SmartInsight network.

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ShareFile, our recommended cloud storage service, integrates into SmartBidNet for a seamless connection between both systems - allowing users to keep their project documents up to date within both platforms.

By integrating a ShareFile account into SmartBidNet, general contractors are able to:
- Upload bid project files and documents from ShareFile directly into SmartBidNet and vice versa
- Quickly add and remove project documents with real-time synchronization
- Always keep your plans within reach for any shared subcontractor in SmartBidNet or ShareFile

 

Our partnership with Plans4Less allows SmartBidNet users to get the most affordable pricing for same day printing and shipping for plans from the SmartBidNet online plan room.

With the option of using the integrated Plans4Less feature, SmartBidNet users are able to:
- Give subcontractors access to the reprographic services offered by Plans4Less as they view plans in the SmartBidNet Online Planroom.
- Take advantage of fixed pricing with no minimum orders required.
- Print & ship daily direct to your office or construction job site nationally via UPS.

 

With the STACK Estimating (formerly Cloud Takeoff) integration into SmartBidNet, all SmartBidNet users can easily open plan files and quickly perform basic quantity takeoffs from your SmartBidNet plan room.

By becoming a STACK Estimating customer, SmartBidNet users can:
- Experience real-time, collaborative estimating takeoff with your project team and subcontractors.
- Use detailed reporting to calculate the cost and quantity of materials to pull back into SmartBidNet.
- Take advantage of STACK’s pre-built catalogs to help you quickly calculate costs for specific trades based on your own rates and historical experience.

 

SmartInsight is an online construction network that helps general contractors find, verify and connect with subcontractors and suppliers. The full SmartInsight database of contractors is integrated with SmartBidNet for general contractors to tap into when sending project communications.

By using the SmartInsight construction network, general contractors in SmartBidNet can:
- Access a quality, up-to-date database of subcontractors for additional bid coverage.
- Locate qualified subcontractors that match your project requirements.
- Access a platform focused on streamlined prequalification with subcontractor scoring available from industry leading risk analysts.

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Cloud Storage Integrations


In addition to our preferred cloud integration with ShareFile, our users’ SmartBidNet online plan room can also integrate with these cloud storage solutions:

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ShareFile

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Box

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Google Drive

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OneDrive

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Egnyte

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SharePoint

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OneDrive
for Business

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CMIS

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Alfresco

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AWS S3



Call (866) 431-1050 or complete the form below to learn more.
Sign up for a free demonstration today to see the SmartBidNet difference and why our clients choose us as the best construction bid software year after year.

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