Some of your projects have an OCIP program, but you might still require extra policies from subcontractors. Here is how you can manage OCIP projects in Constrafor.
- First, at project creation, make sure you identify the project as an OCIP. Head over to the My Projects tab and click on New project.
- In the project creation pop up, you will find a section for Insurance Program. Under that section, select OCIP. Fill out the rest of the project information as you usually do. When you are ready, click create.
- Now that your OCIP project exists, you are ready to send COI requests under that project. In the certificates tab, click on request COIs. In the COI request pop-up, select your OCIP project.
- You will see that each policy that was included under the OCIP at project creation has an option for unenrolling the subcontractor from the OCIP (for that policy). Unenrolling the sub for a policy means they will receive a request to submit proof of insurance for that policy, outside of the OCIP program. You can also select additional policies not included under the OCIP's coverage to request from your subcontractor for this project.
- After sending the request, the policies enrolled in the OCIP and those requested for submission will show as follows: