Contractor Fields

The following fields display on the General tab:

  • Enter the contact information—Name, Description, Address, City, State, Zip, Contact Name, Cell Phone, Office Phone, Fax, and Email for the contractor.
  • Contractor Number: Enter a reference number for the contractor.
  • Provides Labor: Select to indicate that the contractor provides labor to your organization.
  • Provides Equipment: Select to indicate that the contractor provides equipment to your organization.
  • Provides Material: Select to indicate that the contractor provides material to your organization.
  • Locally Based: Select to indicate that the contractor is local.
  • Federal Tax Id: Enter the contractor's Federal Tax Id.
  • FMS Number: Enter the contractor's FMS Number. FMS stands for Financial Management System.
  • PIN: Enter the PIN for the contractor's FMS number.
  • Registration Date: Enter the date that the contractor received their FMS number. Double-click in the field to enter the current date and time or click the calendar icon to select a date.
  • Comments: If desired, enter any Comments about the contractor.

The following fields display in the Labor Rates section:

  • Amount: Enter the amount that will be used in conjunction with the Rate Type to calculate the contractor's labor rate.
  • Rate Type: Select Hourly, Fixed, or Per Unit.
  • Select Hourly to calculate the labor cost by multiplying the Amount by the number of hours.
  • Select Fixed to assign a fixed labor cost that will be assigned whenever this contractor is selected.
  • Select Per Unit to calculate the labor cost by multiplying the Amount by the total number of units.
  • Overhead Rate: Enter the rate that will be used in conjunction with the Overhead Rate Type to calculate the overhead cost of the contractor. Leave this field blank if overhead is not applicable to this contractor.
  • Overhead Rate Type: Select Percent or Hourly.
  • Select Percent to calculate the overhead cost as a percentage of the contractor's labor cost.
  • Select Hourly to calculate the overhead cost based on the number of hours the contractor worked.
  • Overtime Factor: Enter the number by which to multiply the pay rate for any overtime work. This is set to 1 by default, meaning that the regular rate applies to overtime work.
  • Emergency Factor: Enter the number by which to multiply the pay rate for emergency work. This is set to 1 by default, meaning that the regular rate applies to emergency work.

The following fields display in the License Information section:

  • Licensed: Select if the contractor is licensed.
  • License Expiration Date: Enter the date that the contractor's license expires. Double-click in the field to enter the current date and time or click the calendar icon to select a date.
  • Type of Work: Enter the Type of Work that the contractor does.