Construction Playbook

Step-by-step videos on how to create EPO’s and Backcharges can be found in the Century University Field Operations 201 training course.

Backcharge EPOs • Necessary when a Trade Partner/Supplier owes the company money.

• It is important to create the EPO for whatever is needed to be fixed first, and then create the backcharge EPO immediately afterwards. This eliminates the room for error by forgetting to backcharge the Trade being held responsible for the issue. • Backcharges are created with the same steps as a regular EPO • This process is carried out in the EPO Direct form - Create non-backcharge EPO per usual - Scroll down to the gray section that says “Back Charge EPO” and click the + button to view the page - Fill out the backcharge EPO page accordingly with the following: ⎷ Trade Partner/Supplier name ⎷ % (the percentage of the EPO being backcharged to the Trade) • If being used, DO NOT fill out $ Amount box ⎷ Amount (the dollar amount being backcharged to the Trade) • If being used, DO NOT fill out % box - When EPO and backcharge are both created, click Create and Submit for Approval to complete the forms

IMPORTANT! Notifying a Trade in advance of issuing a backcharge is not only a professional courtesy, it is the right thing to do. Ideally, when notified in advance, the Trade will understand the reason and cost associated with the EPO, and be in agreement. Doing so avoids disputes and only enhances our partnership.

24 | Jobsite Management | CONSTRUCTION PLAYBOOK