Description

North Coast Surety XML

agcXML (Contractor's XML)

ACORD XML (Surety XML)

XBRL (Accountants, Business, Finance)

Caltrans XML

Bidlist Connection

Bondlist Connection

CHICO Common App

Subcontractor Status Connection

Project Status Connection

Contractor Company Name

CompInfo.CompanyName

tblProjects.PrincipalName

Q_tblQuestionnaire.CI_company

Sender | Recipient | Notifiee:{Organization}.Name

Contractor Contact Courtest Title (ex: Mr.)

Q_tblQuestionnaire.CI_contact_courtesy

Contractor Contact Firstname

Q_tblQuestionnaire.CI_contact_first

Contractor Contact Middle Initial

Q_tblQuestionnaire.CI_contact_MI

Contractor Contact Lastname

Q_tblQuestionnaire.CI_contact_last

Contractor Contact Name

CompInfo.CompanyContact

Sender | Recipient | Notifiee:{Organization}.Representative.GivenName + Sender | Recipient | Notifiee:{Organization}.Representative.FamilyName

Contractor Company Address1

CompInfo.Comp_Address1

Q_tblQuestionnaire.CI_address

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine1

Contractor Company Address2

CompInfo.Comp_Address2

Q_tblQuestionnaire.CI_address2

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine2

Contractor Company City

CompInfo.Comp_City

Q_tblQuestionnaire.CI_city

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Town

Contractor Company State

CompInfo.Comp_State

Q_tblQuestionnaire.CI_state

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Region

Contractor Company Zipcode

CompInfo.Comp_ZipCode

Q_tblQuestionnaire.CI_zip

Sender | Recipient | Notifiee:{Organization}.PostalAddress.PostalCode

Contractor Company Phone

CompInfo.Comp_Phone

Q_tblQuestionnaire.CI_phone

Sender | Recipient | Notifiee:{Organization}.TelecomAddress.Telephone

Contractor Company Fax

CompInfo.Comp_FAX

Q_tblQuestionnaire.CI_fax

Sender | Recipient | Notifiee:{Organization}.TelecomAddress.Facsimile

Contractor Company Email Address

CompInfo.Comp_BidEMailAddress

Q_tblQuestionnaire.CI_email

Sender | Recipient | Notifiee:{Organization}.Representative.TelecomAddress.Email

Electronic Surety Provider

CompInfo.Comp_DigSig

Contractor Company Website

CompInfo.Comp_Web

Q_tblQuestionnaire.CI_website

<submit to AGC to add this>

Estimator's Email Address

CompInfo.Comp_email_notify

Sender | Recipient | Notifiee:{Organization}.Representative.TelecomAddress.Email

Default estimator's name

CompInfo.Comp_default_estimator

Sender | Recipient | Notifiee:{Organization}.Representative.GivenName + Sender | Recipient | Notifiee:{Organization}.Representative.FamilyName

Default URL (link) for plans

CompInfo.Comp_default_Plans_URL

<submit to AGC to add this>

Type: Sub or Prime contractor

CompInfo.Comp_typeContractor

{Organization} type

State Of Domestication

Q_tblQuestionnaire.CI_stateInc

<submit to AGC to add this>

Year Company was started

Q_tblQuestionnaire.CI_yearStarted

<submit to AGC to add this>

Contractor License Number

<add this>

ContractorInformation.License.Number

Contractor License Jurisdiction City

<add this>

ContractorInformation.License.JurisdictionTown

Contractor License Jurisdiction State

<add this>

ContractorInformation.License.JurisdictionState

Federal tax ID

Q_tblQuestionnaire.CI_taxID

<submit to AGC to add this>

Is the company unionized?

Q_tblQuestionnaire.CI_union

<submit to AGC to add this>

Contracting specialty

Q_tblQuestionnaire.CI_specialty

<submit to AGC to add this>

Primary NAICS industry code

Q_tblQuestionnaire.CI_naics1

<submit to AGC to add this>

Additional NAICS industry code

Q_tblQuestionnaire.CI_naics2

<submit to AGC to add this>

Additional NAICS industry code

Q_tblQuestionnaire.CI_naics3

<submit to AGC to add this>

Additional NAICS industry code

Q_tblQuestionnaire.CI_naics4

<submit to AGC to add this>

Additional NAICS industry code

Q_tblQuestionnaire.CI_naics5

<submit to AGC to add this>

Areas of operation

Q_tblQuestionnaire.CI_areaOp

<submit to AGC to add this>

FIPS county code areas of operation.  0-infinite iterations of this

FIPScounty

FIPScounty

<submit to AGC to add this>

SB (or other) certification name, usually an acronym ex: DVBE

Q_tblQuestionnaire_tblCert.certName

<submit to AGC to add this>

certification description

Q_tblQuestionnaire_tblCert.certDesc

<submit to AGC to add this>

URL to certification body, ex: http://www.pd.dgs.ca.gov/smbus/default.htm

Q_tblQuestionnaire_tblCert.certURL

<submit to AGC to add this>

certification number

Q_tblQuestionnaire_tblCert.certNumber

<submit to AGC to add this>

location code for jurisdiction size.  Ex: city, county, state, national

Q_tblQuestionnaire_tblCert.locationCode

<submit to AGC to add this>

FIPS code for jurisdiction, could be FIPS for place, county, state, national depending on the locationCode

Q_tblQuestionnaire_tblCert.location

<submit to AGC to add this>

date cerification starts

Q_tblQuestionnaire_tblCert.startDate

<submit to AGC to add this>

date certification ends

Q_tblQuestionnaire_tblCert.endDate

<submit to AGC to add this>

Type of legal business entity

Q_tblQuestionnaire.CI_entity

<submit to AGC to add this>

Date the contractor info is current as of

Q_tblQuestionnaire.CI_updateDate

Does contractor wish to be publicly viewed?

Q_tblQuestionnaire.CI_include

What types of trades does contractor do?

Q_tblQuestionnaire.OCI_trades

<submit to AGC to add this>

Percentage of work "subbed" out.

Q_tblQuestionnaire.OCI_percentSub

<submit to AGC to add this>

Types of trades "subbed" out.

Q_tblQuestionnaire.OCI_tradesSub

<submit to AGC to add this>

Sub bonding policy

Q_tblQuestionnaire.OCI_subPolicy

<submit to AGC to add this>

largest uncompleted backlog amount

Q_tblQuestionnaire.OCI_uncompleteAmt

<submit to AGC to add this>

largest uncompleted backlog year

Q_tblQuestionnaire.OCI_uncompleteYear

<submit to AGC to add this>

expected amount of next year's largest job

Q_tblQuestionnaire.OCI_largest

<submit to AGC to add this>

next year's expected backlog

Q_tblQuestionnaire.OCI_expectedBacklog

<submit to AGC to add this>

expected annual volume

Q_tblQuestionnaire.OCI_volume

<submit to AGC to add this>

does contractor lease equipment

Q_tblQuestionnaire.OCI_lease

<submit to AGC to add this>

type of lease

Q_tblQuestionnaire.OCI_leaseType

<submit to AGC to add this>

terms of leased equipment

Q_tblQuestionnaire.OCI_terms

<submit to AGC to add this>

has contractor gone bankrupt, defaulted?

Q_tblQuestionnaire.OCI_bankruptcy

<submit to AGC to add this>

Is firm or owners involved in litigation?

Q_tblQuestionnaire.OCI_litigation

<submit to AGC to add this>

Percentage of work done for government

Q_tblQuestionnaire.OCI_government

<submit to AGC to add this>

Percentage of work done for private owners

Q_tblQuestionnaire.OCI_private

<submit to AGC to add this>

NOTE: owner's info below is repeated 5 times in our database, to allow for up to 5 different owners

title/position

Q_tblQuestionnaire.OI_position

<submit to AGC to add this>

percent of ownership

Q_tblQuestionnaire.OI_percent

<submit to AGC to add this>

Spouse's name

Q_tblQuestionnaire.OI_spouse

<submit to AGC to add this>

courtesy title

Q_tblQuestionnaire.OI_courtesy

<submit to AGC to add this>

firstname

Q_tblQuestionnaire.OI_first

<submit to AGC to add this>

middle initial

Q_tblQuestionnaire.OI_MI

<submit to AGC to add this>

last name

Q_tblQuestionnaire.OI_last

<submit to AGC to add this>

date of birth

Q_tblQuestionnaire.OI_DOB

<submit to AGC to add this>

trust

Q_tblQuestionnaire.OI_trust

<submit to AGC to add this>

phone number

Q_tblQuestionnaire.OI_phone

<submit to AGC to add this>

phone extension

Q_tblQuestionnaire.OI_phoneExt

<submit to AGC to add this>

fax number

Q_tblQuestionnaire.OI_fax

<submit to AGC to add this>

cell number

Q_tblQuestionnaire.OI_cell

<submit to AGC to add this>

Home address #1

Q_tblQuestionnaire.OI_address

<submit to AGC to add this>

Home address #2

Q_tblQuestionnaire.OI_address2

<submit to AGC to add this>

Home City

Q_tblQuestionnaire.OI_city

<submit to AGC to add this>

Home State

Q_tblQuestionnaire.OI_state

<submit to AGC to add this>

Home Zipcode

Q_tblQuestionnaire.OI_zip

<submit to AGC to add this>

Will the owners personally indemnify?

Q_tblQuestionnaire.OI_Indemnify

<submit to AGC to add this>

if they won't indemnify, explain why.

Q_tblQuestionnaire.OI_explain

<submit to AGC to add this>

is there a buy/sell agreement between owners?

Q_tblQuestionnaire.OI_agreement

<submit to AGC to add this>

is the agreement funded by life insurance?

Q_tblQuestionnaire.OI_lifeIns

<submit to AGC to add this>

Contractor's accounting company name

Q_tblQuestionnaire.FI_CPA

<submit to AGC to add this>

accounting company address1

Q_tblQuestionnaire.FI_address

<submit to AGC to add this>

accounting company address2

Q_tblQuestionnaire.FI_address2

<submit to AGC to add this>

accountant website

Q_tblQuestionnaire.FI_website

<submit to AGC to add this>

accountant city

Q_tblQuestionnaire.FI_city

<submit to AGC to add this>

accountant state

Q_tblQuestionnaire.FI_state

<submit to AGC to add this>

accountant zip

Q_tblQuestionnaire.FI_zip

<submit to AGC to add this>

accountant company phone

Q_tblQuestionnaire.FI_phone

<submit to AGC to add this>

accountant company fax

Q_tblQuestionnaire.FI_fax

<submit to AGC to add this>

accountant contact courtesy title (ex: mr.)

Q_tblQuestionnaire.FI_courtesy

<submit to AGC to add this>

accountant contact firstname

Q_tblQuestionnaire.FI_first

<submit to AGC to add this>

accountant contact middle initial

Q_tblQuestionnaire.FI_MI

<submit to AGC to add this>

accountant contact lastname

Q_tblQuestionnaire.FI_last

<submit to AGC to add this>

accountant contact email

Q_tblQuestionnaire.FI_contactEmail

<submit to AGC to add this>

accountant contact phone number

Q_tblQuestionnaire.FI_contactPhone

<submit to AGC to add this>

accountant contact phone number extension

Q_tblQuestionnaire.FI_contactPhoneExt

<submit to AGC to add this>

accountant contact fax number

Q_tblQuestionnaire.FI_contactFax

<submit to AGC to add this>

accountant contact cell number

Q_tblQuestionnaire.FI_contactCell

<submit to AGC to add this>

does contractor have a full time accountant?

Q_tblQuestionnaire.FI_fullTime

<submit to AGC to add this>

full time accountant's designations (ex: cma)

Q_tblQuestionnaire.FI_designations

<submit to AGC to add this>

contractor's accounting software

Q_tblQuestionnaire.FI_accounting

<submit to AGC to add this>

contractor's estimating software

Q_tblQuestionnaire.FI_estimating

<submit to AGC to add this>

contractor's job cost software

Q_tblQuestionnaire.FI_jobCost

<submit to AGC to add this>

fiscal year end (month)

Q_tblQuestionnaire.FI_FYE

<submit to AGC to add this>

tax payment basis (ex: accrual)

Q_tblQuestionnaire.FI_taxBasis

<submit to AGC to add this>

financial statement preparation basis (ex: cash)

Q_tblQuestionnaire.FI_statementBasis

<submit to AGC to add this>

level of assurance - financial statements (ex: CPA, qualified)

Q_tblQuestionnaire.FI_assuranceLevel

<submit to AGC to add this>

financial statement preparation interval (ex: quarterly)

Q_tblQuestionnaire.FI_statementInterval

<submit to AGC to add this>

work on hand statement preparation interval (ex: quarterly)

Q_tblQuestionnaire.FI_WOHInterval

<submit to AGC to add this>

Name of contractor's bank

Q_tblQuestionnaire.FI_Bank

<submit to AGC to add this>

Bank's website

Q_tblQuestionnaire.FI_BankWebsite

<submit to AGC to add this>

Bank address 1

Q_tblQuestionnaire.FI_BankAddress

<submit to AGC to add this>

Bank address 2

Q_tblQuestionnaire.FI_BankAddress2

<submit to AGC to add this>

Bank city

Q_tblQuestionnaire.FI_BankCity

<submit to AGC to add this>

Bank state

Q_tblQuestionnaire.FI_BankState

<submit to AGC to add this>

Bank zipcode

Q_tblQuestionnaire.FI_BankZip

<submit to AGC to add this>

Bank Phone number

Q_tblQuestionnaire.FI_BankPhone

<submit to AGC to add this>

Bank fax number

Q_tblQuestionnaire.FI_BankFax

<submit to AGC to add this>

Bank contact courtesy title (ex: mr.)

Q_tblQuestionnaire.FI_BankCourtesy

<submit to AGC to add this>

Bank contact firstname

Q_tblQuestionnaire.FI_BankFirst

<submit to AGC to add this>

Bank contact middle initial

Q_tblQuestionnaire.FI_BankMI

<submit to AGC to add this>

Bank contact lastname

Q_tblQuestionnaire.FI_BankLast

<submit to AGC to add this>

Bank contact email

Q_tblQuestionnaire.FI_BankContactEmail

<submit to AGC to add this>

Bank contact Phone number

Q_tblQuestionnaire.FI_BankContactPhone

<submit to AGC to add this>

Bank contact Phone number extension

Q_tblQuestionnaire.FI_BankContactPhoneExt

<submit to AGC to add this>

Bank contact fax number

Q_tblQuestionnaire.FI_BankContactFax

<submit to AGC to add this>

Bank contact cell number

Q_tblQuestionnaire.FI_BankContactCell

<submit to AGC to add this>

Line of credit amount, total

Q_tblQuestionnaire.FI_LOC

<submit to AGC to add this>

Line of credit amount, in use

Q_tblQuestionnaire.FI_LOCinUse

<submit to AGC to add this>

Line of credit in use as of date

Q_tblQuestionnaire.FI_InUseAsOf

<submit to AGC to add this>

Line of credit expiration date

Q_tblQuestionnaire.Fi_LOCExp

<submit to AGC to add this>

NOTE: key personnel info below is repeated 5 times in our database, to allow for up to 5 different personnel

Name of personnel member

Q_tblQuestionnaire.KP_name

<submit to AGC to add this>

Member's position

Q_tblQuestionnaire.KP_position

<submit to AGC to add this>

Year they were born

Q_tblQuestionnaire.KP_year

<submit to AGC to add this>

Years of experience

Q_tblQuestionnaire.KP_exp

<submit to AGC to add this>

NOTE: life insurance info below is repeated 5 times in our database, to allow for life insurance on up to 5 different people

Life insurance beneficiary

Q_tblQuestionnaire.LII_ben

<submit to AGC to add this>

Life insurance company

Q_tblQuestionnaire.LII_co

<submit to AGC to add this>

Amount of life insurance

Q_tblQuestionnaire.LII_amt

<submit to AGC to add this>

Name of person who has the insurance policy

Q_tblQuestionnaire.LII_name

<submit to AGC to add this>

Surety Company Name

Sur_Comp.Sur_Comp_Name

tblSurety.CompanyName

Q_tblQuestionnaire.IS_Surety

allOwners.surety

Sender | Recipient | Notifiee:{Organization}.Name

Surety Company NAIC #

Sur_Comp.Sur_Comp_NAIC

tblSurety.NAIC

GCsubs_GCProjects.suretyName (name not appropriate)

allOwners.suretyID

<submit to AGC to add this>

Surety Company Group #

Sur_Comp.Sur_Comp_GroupNum

tblSurety.groupCode

<submit to AGC to add this>

Surety Company Branch

Sur_Comp.Sur_Comp_Branch

<submit to AGC to add this>

Surety Company Division

Sur_Comp.Sur_Comp_Division

<submit to AGC to add this>

Surety Company Contact courtesy title (ex: mr.)

Q_tblQuestionnaire.IS_SuretyCourtesy

Surety.Representative.PrefixTitles

Surety Company Contact firstname

Q_tblQuestionnaire.IS_SuretyFirst

Surety.Representative.GivenName

Surety Company Contact middle initial

Q_tblQuestionnaire.IS_SuretyMI

Surety.Representative.MiddleNames

Surety Company Contact lastname

Q_tblQuestionnaire.IS_SuretyLast

Surety.Representative.FamilyName

Surety Company Contact

Sur_Comp.Sur_Comp_Contact

Sender | Recipient | Notifiee:{Organization}.Representative.GivenName + Sender | Recipient | Notifiee:{Organization}.Representative.FamilyName

Surety Company Contact phone number

Q_tblQuestionnaire.IS_SuretyContactPhone

Surety.Representative.TelecomAddress.Telephone

Surety Company Contact phone number extension

Q_tblQuestionnaire.IS_SuretyContactPhoneExt

Surety Company Contact fax number

Q_tblQuestionnaire.IS_SuretyContactFax

Surety.Representative.TelecomAddress.Facsimile

Surety Company Contact cell number

Q_tblQuestionnaire.IS_SuretyContactCell

<submit to AGC to add this>

Surety Company Address 1

Sur_Comp.Sur_Comp_Address1

tblSurety.Street1

Q_tblQuestionnaire.IS_SuretyAddress

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine1

Surety Company Address 2

Sur_Comp.Sur_Comp_Address2

tblSurety.Street2

Q_tblQuestionnaire.IS_SuretyAddress2

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine2

Surety Company City

Sur_Comp.Sur_Comp_City

tblSurety.City

Q_tblQuestionnaire.IS_SuretyCity

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Town

Surety Company State

Sur_Comp.Sur_Comp_State

tblSurety.State

Q_tblQuestionnaire.IS_SuretyState

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Region

Surety Company Zipcode

Sur_Comp.Sur_Comp_ZipCode

tblSurety.PostalCode

Q_tblQuestionnaire.IS_SuretyZip

Sender | Recipient | Notifiee:{Organization}.PostalAddress.PostalCode

Surety Company Country

tblSurety.Country

Surety.PostalAddress.Addresses.Country

Surety Company Phone

Sur_Comp.Sur_Comp_Phone

tblSurety.Phone

Q_tblQuestionnaire.IS_SuretyPhone

Sender | Recipient | Notifiee:{Organization}.TelecomAddress.Telephone

Surety Company Fax

Sur_Comp.Sur_Comp_FAX

tblSurety.Fax

Q_tblQuestionnaire.IS_SuretyFax

Sender | Recipient | Notifiee:{Organization}.TelecomAddress.Facsimile

Surety Company Email

Sur_Comp.Sur_Comp_email_notify

tblSurety.Email

Q_tblQuestionnaire.IS_SuretyContactEmail

Sender | Recipient | Notifiee:{Organization}.Representative.TelecomAddress.Email

Surety Company Verify (?)

Sur_Comp.Sur_Comp_Verify

Surety Company State Of Domestication

Sur_Comp.Sur_Comp_State_of_Domestication

tblSurety.StateDom

<submit to AGC to add this> Maybe this should be included for all organizations?

Surety Company Adddress for Bonds

Sur_Comp.Sur_Comp_Addr_for_Bonds

<submit to AGC to add this>

Surety Company Website

Sur_Comp.Sur_Comp_Web

tblSurety.URL

Q_tblQuestionnaire.IS_SuretyWebsite

<submit to AGC to add this> This should be part of the cos: TelecomAddress I think

Surety Company Claim Address 1

GCsubs_GCProjects.claimAddress1

<submit to AGC to add this>

Surety Company Claim Address 2

GCsubs_GCProjects.claimAddress2

<submit to AGC to add this>

Surety Company Claim City

GCsubs_GCProjects.claimCity

<submit to AGC to add this>

Surety Company Claim State

GCsubs_GCProjects.claimState

<submit to AGC to add this>

Surety Company Claim Zipcode

GCsubs_GCProjects.claimZip

<submit to AGC to add this>

Surety Company Claim Country

<submit to AGC to add this>

Surety Company Treasury Listing

tblSurety.TreasList

<submit to AGC to add this>

Surety Surcharge Period in Years

tblSurety.Surcharge

<submit to AGC to add this>

Surety Auxilliary commission rate

tblSurety.AllOtherComm

<submit to AGC to add this>

A.M. Best Rating

tblSurety.BestRate

<submit to AGC to add this>

Project Breakdown Threshold

tblSurety.ProjBreakdownThreshold

<submit to AGC to add this>

Surety Program Credit, single

Q_tblQuestionnaire.IS_singleCredit

<submit to AGC to add this>

Surety Program Credit, aggregate

Q_tblQuestionnaire.IS_aggregateCredit

<submit to AGC to add this>

NOTE: Previous bonding company info below is repeated 3 times in our database to allow up to 3 companies to be entered

Previous Bonding Company

Q_tblQuestionnaire.IS_PBC_name

<submit to AGC to add this>

Reason for leaving previous bonding company

Q_tblQuestionnaire.IS_PBC_reason

<submit to AGC to add this>

time period with previous bonding company

Q_tblQuestionnaire.IS_PBC_period

<submit to AGC to add this>

NOTE: subsidiary and affiliate information is repeated 5 times in our database to allow up to 5 entries to exist.

subsidiary/affiliate name

Q_tblQuestionnaire.SAA_name

<submit to AGC to add this>

type of relationship (ex: joint venture, subsidiary)

Q_tblQuestionnaire.SAA_ownership

<submit to AGC to add this>

type of business

Q_tblQuestionnaire.SAA_type

<submit to AGC to add this>

is there cross corp indemnity?

Q_tblQuestionnaire.SAA_crossCorpIndemnity

<submit to AGC to add this>

comments about the subsidiaries/affiliates

Q_tblQuestionnaire.SAA_comments

<submit to AGC to add this>

NOTE: Bidlist stores all types of brokers in the same table.  Qual connection has separate sets of fields for each type of broker, prefixed with Wbroker, or Sbroker for workers comp and surety broker.  P&C insurance brokers have no prefix as shown below.

Broker Company Name

Broker.Broker_Name

Q_tblQuestionnaire.IS_Broker

Sender | Recipient | Notifiee:{Organization}.Name

Broker Branch

Broker.Broker_Branch

<submit to AGC to add this>

Broker Division

Broker.Broker_Division

<submit to AGC to add this>

Broker Address 1

Broker.Broker_Address1

Q_tblQuestionnaire.IS_BrokerAddress

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine1

Broker Address 2

Broker.Broker_Address2

Q_tblQuestionnaire.IS_BrokerAddress2

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine2

Broker City

Broker.Broker_City

Q_tblQuestionnaire.IS_BrokerCity

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Town

Broker State

Broker.Broker_State

Q_tblQuestionnaire.IS_BrokerState

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Region

Broker Zipcode

Broker.Broker_ZipCode

Q_tblQuestionnaire.IS_BrokerZip

Sender | Recipient | Notifiee:{Organization}.PostalAddress.PostalCode

Broker Company Phone

Broker.Broker_Phone

Q_tblQuestionnaire.IS_BrokerPhone

Sender | Recipient | Notifiee:{Organization}.TelecomAddress.Telephone

Broker Company fax

Broker.Broker_FAX

Q_tblQuestionnaire.IS_BrokerFax

Sender | Recipient | Notifiee:{Organization}.TelecomAddress.Facsimile

Broker Company email address

Broker.Broker_email_notify

Q_tblQuestionnaire.IS_BrokerContactEmail

Sender | Recipient | Notifiee:{Organization}.Representative.TelecomAddress.Email

Broker Company website

Broker.Broker_Web

Q_tblQuestionnaire.IS_BrokerWebsite

<submit to AGC to add this>

Broker Contact courtesy (ex: mr.)

Q_tblQuestionnaire.IS_BrokerCourtesy

Broker.Representative.PrefixTitles

Broker contact firstname

Q_tblQuestionnaire.IS_BrokerFirst

Broker.Representative.GivenName

Broker contact middle initial

Q_tblQuestionnaire.IS_BrokerMI

Broker.Representative.MiddleNames

Broker contact lastname

Q_tblQuestionnaire.IS_BrokerLast

Broker.Representative.FamilyName

Broker Contact

Broker.Broker_Contact

Sender | Recipient | Notifiee:{Organization}.Representative.GivenName + Sender | Recipient | Notifiee:{Organization}.Representative.FamilyName

Broker contact Phone number

Q_tblQuestionnaire.IS_BrokerContactPhone

Broker.Representative.TelecomAddress.Telephone

Broker contact Phone number extension

Q_tblQuestionnaire.IS_BrokerContactPhoneExt

<AGC stores phone and ext in same field.>

Broker contact fax number

Q_tblQuestionnaire.IS_BrokerContactFax

Broker.Representative.TelecomAddress.Facsimile

Broker contact cell number

Q_tblQuestionnaire.IS_BrokerContactCell

<submit to AGC to add this>

Name of Contractor who is Bidding

bidlist.Principal

GCsubs.SubName

allOwners.contractorName

Sender | Recipient | Notifiee:{Organization}.Name

Project Name Contractor is Bidding on

bidlist.Project

tblProjects.ProjDesc

Q_WOH.WOH_ProjDesc

GCProjects.description

allOwners.projectName

Project.Name

typeofwork

Type of work contractor is performing (ex: electrical)

GCsubs_GCProjects.subTrade

<submit to AGC to add this>

Project Address1

tblProjects.ProjectStreet

Project.Address.AddressLine1

Project Address2

Project.Address.AddressLine2

Project City

tblProjects.ProjectCity

Project.Address.Town

Project State

tblProjects.ProjectState

Project.Address.Region

Project Zipcode

tblProjects.ProjectPostalCode

Project.Address.PostalCode

Location of Project

bidlist.Project_Location

GCProjects.location

allOwners.location

Project.Address.AddressLine1 + Project.Address.AddressLine2 + Project.Address.Town + Project.Address.Region + Project.Address.PostalCode

road + title + openlocation

Project Owner

bidlist.Owner

tblProjects.Obligee

GCProjects.projectOwner

allOwners.owner

Sender | Recipient | Notifiee:{Organization}.Name

Owner Address1

tblProjects.ObligeeStreet

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine1

Owner Address2

Sender | Recipient | Notifiee:{Organization}.PostalAddress.AddressLine2

Owner City

tblProjects.ObligeeCity

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Town

Owner State

tblProjects.ObligeeState

Sender | Recipient | Notifiee:{Organization}.PostalAddress.Region

Owner Zipcode

tblProjects.ObligeePostalCode

Sender | Recipient | Notifiee:{Organization}.PostalAddress.PostalCode

Project URL (link to project)

bidlist.Project_URL

tblProjects.URL

GCProjects.projectLink

<submit to AGC to add this>

Plans URL (link to plans)

bidlist.Plans_URL

<submit to AGC to add this>

Status URL (link to status)

bidlist.Status_URL

allOwners.URL

<submit to AGC to add this>

Name / Phone of Owner's contact

bidlist.Owners_Rep

tblProjects.ObligeeContact

Sender | Recipient | Notifiee:{Organization}.Representative.GivenName + Sender | Recipient | Notifiee:{Organization}.Representative.FamilyName + Sender | Recipient | Notifiee:{Organization}.Representative.TelecomAddress.Telephone

Name of Owner's contact

Sender | Recipient | Notifiee:{Organization}.Representative.GivenName + Sender | Recipient | Notifiee:{Organization}.Representative.FamilyName

Owner Contact courtesy (ex: mr.)

Owner.Representative.PrefixTitles

Owner contact firstname

Owner.Representative.GivenName

Owner contact middle initial

Owner.Representative.MiddleNames

Owner contact lastname

Owner.Representative.FamilyName

Phone # of Owner's contact

tblProjects.ObligeeContactPhone

Owner.Representative.TelecomAddress.Telephone

Email address of Owner's contact

bidlist.Owners_Rep_Contact

tblProjects.ObligeeContactEmail

Sender | Recipient | Notifiee:{Organization}.Representative.TelecomAddress.Email

Invitation for bid number

bidlist.IFB_Num

<submit to AGC to add this>

Minority goal (usually %, can include DVBE)

bidlist.Minority_Goal

<submit to AGC to add this>

dvbe

Date of bid

bidlist.Bid_date

tblProjects.BidDate

<submit to AGC to add this>

biddate

time of bid

bidlist.Bid_Time

<submit to AGC to add this>

Bid percent

bidlist.Bid_Percent

<submit to AGC to add this>

Days to Complete

bidlist.Days_to_complete

allOwners.daysToComplete

ProjectSubstantialCompletionCalendarDaysNumeral

workdays

Engineer's Name

allOwners.resEng

PrimeDesignerInformation.Representative.GivenName + PrimeDesignerInformation.Representative.FamilyName

Engineer's Estimate

bidlist.Engineers_Estimate

<submit to AGC to add this>

est

Liquidated Damages

bidlist.L_D_s

DamageOrBonusProvisions

Addendums

bidlist.Addendums

Estimator Name

bidlist.Estimator

ConstructionManager.Representative.GivenName + ConstructionManager.Representative.FamilyName

Estimator Email

bidlist.Estimator_Email

<submit to AGC to add this>

Date the pre-bid job walk was done

bidlist.Pre_Bid_Job_Walk

<submit to AGC to add this>

date the plans were ordered

bidlist.Plans_Ordered

<submit to AGC to add this>

date the plans were received

bidlist.Plans_Received

<submit to AGC to add this>

date the good faith was completed

bidlist.Good_Faith_Completed

<submit to AGC to add this>

date the solicitation was completed.

bidlist.Solicitation_Completed

<submit to AGC to add this>

date ads were placed

bidlist.Ads_Placed

<submit to AGC to add this>

date of notice to exchanges

bidlist.Notice_to_Exchanges

<submit to AGC to add this>

date bond was received

bidlist.Bond_Received

<submit to AGC to add this>

date insurance was received

bidlist.Insurance_Received

<submit to AGC to add this>

date prequal was due

bidlist.Prequal_Due

<submit to AGC to add this>

date prequal was completed

bidlist.Prequal_Complete

<submit to AGC to add this>

date surety agent info was received

bidlist.SA_Information_Recd

<submit to AGC to add this>

date surety agent sent bond

bidlist.Bond_Sent

<submit to AGC to add this>

date insurance agent received info

bidlist.IA_Information_Recd

<submit to AGC to add this>

date insurance agent sent review

bidlist.Review_Sent

<submit to AGC to add this>

date insurance agent did builders risk quote

bidlist.Builders_Risk_Quote

<submit to AGC to add this>

electronic verification (?)

bidlist.Verify_Code

electronic verification (?)

bidlist.Verify_Who

electronic verification (?)

bidlist.Verify_Address

(?)

bidlist.SAA_Bond_Form

Notes

bidlist.Notes

<submit to AGC to add this>

Can the public view this bid?

bidlist.Public_Display

<submit to AGC to add this>

Is this bid bonded?

bidlist.Bonded

BondRequirement (this is final bond, but could apply to bid as well)

user defined / misc (?)

bidlist.User1

user defined / misc (?)

bidlist.User2

user defined / misc (?)

bidlist.User3

user defined / misc (?)

bidlist.User4

user defined / misc (?)

bidlist.User5

user defined / misc (?)

bidlist.User6

user defined / misc (?)

bidlist.User7

user defined / misc (?)

bidlist.User8

user defined / misc (?)

bidlist.User9

user defined / misc (?)

bidlist.User10

Prime contractor name

bidlist.primeContractor

Gclogins.Name

ContractorCompanyName

Bidding as PRIME or SUB

bidlist.biddingAs

<submit to AGC to add this>

Do we want subs to bid on this job?

bidlist.allowSubs

<submit to AGC to add this>

Estimated Start Date

tblProjects.EstStartDate

Gcstatus.startDate

allOwners.workStartDate

<submit to AGC to add this>

Rate Class (ex: A, B)

tblProjects.RateClass

<submit to AGC to add this>

Bond Term (duration)

tblProjects.Term

<submit to AGC to add this>

Bond Renewal (ex: yearly, 2 years)

tblProjects.Renewal

<submit to AGC to add this>

Bond Type (ex: Prime, license, misc)

tblProjects.BondType

BondType

Bond Transaction Date

tblProjects.TransDate

<submit to AGC to add this>

Bond Date

tblProjects.BondDate

BondDate

Bond Expiration Date

tblProjects.ExpDate

<submit to AGC to add this>

Original Contract Amount

tblProjects.ContAmt

allOwners.origContractAmount

ApplicationForPaymentInformation.OriginalSum

Change in Contract Sum by Change Order to Date

allOwners.adjustCompensationTotal + allOwners.extraWorkTotal

ApplicationForPaymentInformation.ChangeByChangeOrder

Revised Contract Amount

tblProjects.RevContAmt

Q_WOH.WOH_ContAmt

Gcstatus.contractAmount

allOwners.origContractAmount + allOwners.adjustCompensationTotal + allOwners.extraWorkTotal

<not included, can be calculated>

Material & Equipment stored to date

allOwners.materialsSiteTotal + allOwners.materialsElsewhereTotal - allOwners.deductionsTotal

ApplicationForPaymentInformation.MaterialStored

Total Work Completed and Material & Equipment Stored to Date

allOwners.TotalTotal

<not included, can be calculated>

Total additions previously approved by Owner

(allOwners.subTotContractItemsTotal - allOwners.adjustCompensationThis) + (allOwners.extraWorkTotal - allOwners.extraWorkThis)

ChangeOrderSummaryInformation.TotalAddition (I think this is wrong, AGC will prob correct this)

Total additions approved by Owner this period

allOwners.adjustCompensationThis + allOwners.extraWorkThis

ChangeOrderSummaryInformation.TotalAdditionPreviously (I think this is wrong, AGC will prob correct this)

Total work completed from previous applications

allOwners.totalWorkCompletedTotal - allOwners.totalWorkCompletedThis

ScheduleOfValueInformation.TotalCompletedValuePreviously

Total work completed this period

allOwners.totalWorkCompletedThis

ScheduleOfValueInformation.TotalScheduledValue

Total of total value of work completed and materials stored on site

allOwners.TotalTotal

<not included, can be calculated>

Percent Complete

allOwners.percentComplete

Percent of time for job completion elapsed

allOwners.percentTime

Directive / PCO number

GCdirective.directiveNum

<agcXML pending add>

directive description

GCdirective.directiveDesc

<agcXML pending add>

contract adjustment in dollars due to directive

GCdirective.contractAdjustment

<agcXML pending add>

contract adjustment in days to complete due to directive

GCdirective.timeAdjustment

<agcXML pending add>

date of directive

GCdirective.directiveDate

<agcXML pending add>

Date stop notice was filed

GCstopNotices.dateFiled

<submit to AGC to add this>

Stop notice claim amount

GCstopNotices.claimAmount

<submit to AGC to add this>

stop notice withholding amount

GCstopNotices.withholdAmount

<submit to AGC to add this>

stop notice claimant name

GCstopNotices.claimantName

<submit to AGC to add this>

stop notice claimant address

GCstopNotices.claimantAddress

<submit to AGC to add this>

stop notice claimant city

GCstopNotices.claimantCity

<submit to AGC to add this>

stop notice claimant state

GCstopNotices.claimantState

<submit to AGC to add this>

stop notice claimant zip

GCstopNotices.claimantZip

<submit to AGC to add this>

any additional notes regarding stop notice

GCstopNotices.notes

<submit to AGC to add this>

LDs that have been incurred (different from the LDs at bid time)

GClds.ldsAmount

<submit to AGC to add this>

description of the LDs that have been incurred

GClds.ldsDesc

<submit to AGC to add this>

Original Premium

tblProjects.OrigPrem

<submit to AGC to add this>

Bond Amount

tblProjects.BondAmt

ProjectSum.BondSum

Revised Bond Amount

tblProjects.RevBondAmt

<submit to AGC to add this>

Premium Due

tblProjects.PremDue

<submit to AGC to add this>

Original Commission

tblProjects.OrigComm

<submit to AGC to add this>

Current Commission

tblProjects.CurrComm

<submit to AGC to add this>

Misc fees

tblProjects.MiscFee

<submit to AGC to add this>

Estimated Completion Date

tblProjects.EstCompDate

Q_WOH.WOH_EstCompDate

Gcstatus.estCompletionDate

allOwners.estCompletion

ProjectSubstantialCompletionCalendarDateNumerals

Date Closed

tblProjects.completionDate

<submit to AGC to add this>

Date bond was last reviewed

tblProjects.LastReviewDate

<submit to AGC to add this>

Rate Class Desc (ex: Contract: Class A)

tblSuretyRateClass.rateClassDescription

<submit to AGC to add this>

Rate Class Code (ex: A)

tblSuretyRateClass.rateClassCode

<submit to AGC to add this>

Bond Number

tblProjects.BondNum

GCsubs_GCProjects.bondNumber

allOwners.bondNo

Number

Project Number

tblProjects.ProjNum

Q_WOH.WOH_ProjNum

ContractorProjectNumber

Contract Number

GCsubs_GCProjects.contractNumber

allOwners.contractNumber

OwnerProjectNumber

Surety rate percentage

tblProjects.suretyRatePercent

<submit to AGC to add this>

Surtey rate fixed amount

tblProjects.suretyRateFixed

<submit to AGC to add this>

Fixed Commission amount

tblProjects.fixedCommission

<submit to AGC to add this>

auxilliary commission rate

tblProjects.auxCommissionRate

<submit to AGC to add this>

Rate type (ex: rate table, %, fixed)

tblProjects.rateType

<submit to AGC to add this>

commission type (%, fixed)

tblProjects.commissionType

<submit to AGC to add this>

Group abbreviation (ex: TRV)

tblSuretyRates.GroupName

<submit to AGC to add this>

Rate Table code (ex: 1080)

tblSuretyRates.RateTableCode

<submit to AGC to add this>

Surety Code (ex: AIG)

tblSuretyRates.SuretyCode

<submit to AGC to add this>

Rate, B: 1st $100K

tblSuretyRates.B1

<submit to AGC to add this>

Rate, B: Next $400K

tblSuretyRates.B4

<submit to AGC to add this>

Rate, B: $2 million

tblSuretyRates.B20

<submit to AGC to add this>

Rate, B: $2.5 million

tblSuretyRates.B25

<submit to AGC to add this>

Rate, B: Next $2.5 million

tblSuretyRates.Bn25

<submit to AGC to add this>

Rate, B: Over $7.5 million

tblSuretyRates.Bo75

<submit to AGC to add this>

Rate, A: 1st $100K

tblSuretyRates.A1

<submit to AGC to add this>

Rate, A: Next $400K

tblSuretyRates.A4

<submit to AGC to add this>

Rate, A: $2 million

tblSuretyRates.A20

<submit to AGC to add this>

Rate, A: $2.5 million

tblSuretyRates.A25

<submit to AGC to add this>

Rate, A: Next $2.5 million

tblSuretyRates.An25

<submit to AGC to add this>

Rate, A: Over $7.5 million

tblSuretyRates.Ao75

<submit to AGC to add this>

Rate, A1: 1st $100K

tblSuretyRates.A11

<submit to AGC to add this>

Rate, A1: Next $400K

tblSuretyRates.A14

<submit to AGC to add this>

Rate, A1: $2 million

tblSuretyRates.A120

<submit to AGC to add this>

Rate, A1: $2.5 million

tblSuretyRates.A125

<submit to AGC to add this>

Rate, A1: Next $2.5 million

tblSuretyRates.A1n25

<submit to AGC to add this>