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Tier I Project Set-Up Guide for General Contractors

In this guide, we will give you the tools to help get your Tier I Clearstory project set up with your Subcontractors.

Table of contents

  1. Tier I Project Requirements
  2. Instructions to Bidders & Subcontract verbiage
  3. Email Introduction to Subs Template

1. Tier I Project Requirements

A Tier I Clearstory project utilizes Clearstorys core Change Order Review platform and requires that each Subcontractor upload a copy of their COR onto Clearstory.

The requirements are simple:

  1. Require all Subcontractors to upload a PDF copy of their Change Order Requests to Clearstory's shared COR log. 

By doing this, you as the GC will have access to a complete up-to-date COR log from each Subcontractor at all times. You can add review comments, have Subcontractors revise and resubmit things, and keep track of approvals. 

2. Include Clearstory in your Instructions to Bidders and Subcontracts

Clearstory benefits subcontractors as well and once they learn how the system helps them they usually are happy to adopt.  However, it’s important to include contractual language in your sub-contracts so you can ensure Subcontractor buy-in.

We recommend putting the ‘Example language’ in two locations:

*Please note this is not legal advice and you should consult your team before using.

    • Instructions to Bidders: Before the job is bid you can insert this language giving the Subcontractors a heads up that Clearstory will be required.
    • Subcontracts: Once a contract is awarded, carry this same language into the executed contract.

Example ITB & Subcontract language:

    "This project is a Tier I Clearstory project which requires the following:

    1) Change Order Requests (COR) are not valid until the date they are submitted to the [insert project name] on extracker.com.

    Clearstory.com is a change order communication platform designed to help Subcontractors, General Contractors and Owners create, track, and share Change Order Requests and Time and Material Tags. You will receive an invite for [Insert Project Name] from [Company Name] via Clearstory. Do not create your own separate project in Clearstory. Further instruction will follow once the project is kicked off."

    3. Email introduction to Subcontractors

    We highly recommend sending an email introduction to your Subcontractors, prior to sending invites through the system. An introductory email will help explain what Clearstory is and most importantly why you are using it. Once Subcontractors understand the value to them, it makes subcontractor adoption much easier.

    *Important: Make sure you update the sections that are noted with [] with your specific project details. 

    Tier I Email Example:

    Email Subject: [Insert Projects Name] Change Order and T&M Tag Submission and Review


    In an effort to better track, review, and process your Change Order Requests (COR) we will be requiring a software solution called Clearstory. 

    Clearstory is no cost to subcontractors and will act as a digital change order log shared between our companies to create better transparency and eliminate relying on e-mail back & forth. 

    We will be requiring the following item to be completed in Clearstory: 

    1) Any COR on this project must be uploaded to the project in Clearstory for it to be valid. Change Order Requests sent via email (outside of Clearstory) will not be reviewed.

    Next steps:

    1. Someone from each of your teams will receive an invite from Clearstory to join [project name] and give you instructions on how to quickly sign up. Whether you are an existing Clearstory user or new to the software, please do not create the project on your own as the invite to the project will be coming from our team. 

    For more information you can visit www.clearstory.build


    Next Steps:

    To finish the setup, navigate back to the General Contractor Playbook.