Contractors in CDM are both directory records and compliance records.

Use Contractors to track businesses and individuals that may bid on work, receive work assignments, perform rehabilitation work, submit payment requests, or appear in contractor compliance reporting.

What Contractor Records Support

A contractor record can store:

• Business name and contractor ID.
• Contractor status.
• Business address, service area, specialty, phone, fax, and email.
• Primary contractor/contact name and direct contact details.
• Retainage percentage for contractor payment workflows.
• Follow-up date, remarks, and notes.
• Builder, city, trade, driver, workers comp, lead paint, and EPA/RRP credential details.
• Liability, lead paint, bond, and other insurance policies.
• Business classifications used for reporting.
• Documents uploaded to the contractor record.
• Connections to bids, work items, work plans, and contractor payments.

Common User Flow

1. Search for the contractor before creating a new record.
2. Open the Contractor Summary to review status, contact information, compliance warnings, and credentials.
3. Open Edit Contractor only when information needs to be added or corrected.
4. Upload supporting documents to the contractor record when licenses, insurance certificates, W-9s, or certifications need to be retained.