Sample Contractor

Sample ContractorSample ContractorSample Contractor

Sample Contractor

Sample ContractorSample ContractorSample Contractor

Surety Based Risk Managment

Enabling the Digital Ecosystem

Data interoperability and Digital Ecosystems are enabled by utilizing standardized data sets like XBRL and FDX that can be exchanged by project stakeholders for multiple purposes.


From this website you can:

  • Generate and submit data to create surety bond document.
  • Generate and submit data to create an application for payment.
  • Request and/or receive surety bond documents from subcontractors and suppliers
  • Request and/or receive applications for payment form subcontractors and suppliers.
  • Review bonds and applications for payments submitted
  • Review bonds and applications for payments received

Learn More

FISTech Platform

SRC Digital Insurance Services

Demonstration Login

XBRL US

XBRL International

Financial Data Exchange


Generate and/or submit a digital surety document

Based on your login you will be able to review the project agreements our company has indicated your company as a permissioned stakeholder.


Surety document types

  • Surety Capacity and IDEA conformation.
  • Bid Bond - Project Specific
  • Bid Bond - Annual 
  • Performance and Payment Bond
  • Performance bond only
  • Payment Bond only
  • Supply Bond
  • Decommissioning Bond
  • Utility Guarantee Payment Bond
  • PPA Performance and payment Bond.
  • Consent of surety to change bond data.


Select Status

  • Under Review - Subject to edits - Limited access to data
  • Approved - Not subject to edit and accessible by all permissioned stakeholders


Process

Login to your FISTech account


Select "Create New Bond Record"


Go to Agreements - Select the project.


Select surety document Type


Import data from your system or manually enter data.


Hit Save

Request a digital surety document

To create a request for a subcontractor or supplier to submit a digital surety bond 


Surety document types

  • Surety Capacity and IDEA conformation.
  • Bid Bond - Project Specific
  • Bid Bond - Annual 
  • Performance and Payment Bond
  • Performance bond only
  • Payment Bond only
  • Supply Bond
  • Decommissioning Bond
  • Utility Guarantee Payment Bond
  • PPA Performance and payment Bond.
  • Consent of surety to change bond data.


Select Status

  • Under Review - Subject to edits - Limited access to data
  • Approved - Not subject to edit and accessible by all permissioned stakeholders


Process

Login to your FISTech account


Select "Create New Bond Record"


Go to Agreements - Select the project.


Select the counterparty and contact.


Select surety document Type


Hit Save - Project data will populate from agreement, counterparty and surety data sets.


Hit Send Email to send the link to the subcontractor or supplier to complete.


Counterparty logins in and provides data and Bond Number.


FISTech will send API to surety to validate surety document is in their system and generates a Bond Validation Number.


Receive a digital surety document

Subcontractor or Supplier has provided the name of their surety company and surety broker along with the bond number provided by their surety broker/surety company

Process

Login to your FISTech account


Select Agreement (Project)


Select Subcontractor or Supplier 


Select "Import Bond Record" or manfully enter the surety company name and bond document number


Hit Create Bond Validation Number

  • FISTech will send API to surety market to verify the bond document is in their system and generates a Bond Validation Number.


Import Bond Records

Based on your login you will be able to upload surety bond data.


Note: You can upload surety bond data to other companies that are using the FISTech platform.

Process

Login to your FISTech account


Select "Import Bond Records"


Note: Under Construction


View Bond Records

Based on your login you will be able to review the surety bonds you have posted and the bonds received.


Bond records are not editable.  To change or update information create a Consent of surety to change bond data.


Note: Your list of surety bonds can include bonds posted to other companies that are using the FISTech platform.

Process

Login to your FISTech account


Select "View Bond Records"



Generate and/or submit an application for payment

Invite the subcontractor or supplier to use the application for payment process for submitting an application for payment.


First Payment Request

Most of the data is prepopulated from the agreement, surety bond and counterparty data. 

Enter the amounts requested and provide any detail on change orders, RFI's, directives and regulatory issues.


Monthly Payment Request

Data is carried forward from previous application for payment.

Enter the amounts requested and provide any detail on new change orders, RFI's, directives and regulatory issues.


Select Status

  • Under Review - Subject to edits - Limited access to data
  • Approved - Not subject to edit and accessible by all permissioned stakeholders


Process

Login to your FISTech account


Select "First Payment Request"


or select "Monthly Payment Request"


Go to Agreements - Select the project.


Import data from your system or manually enter data.


Hit Save

Receive an application for payment

Based on your login you will be able to review the project agreements our company has indicated your company as a permissioned stakeholder.


First Payment Request

Most of the data is prepopulated from the agreement, surety bond and counterparty data. 


The counterparty will enter the amounts requested and provide any detail on change orders, RFI's, directives and regulatory issues.


Request will start out as "Under Review"


Once there is mutual agreement the request shifts from "Under Review" to "Approved".


Approved records cannot be edited.


Monthly Payment Request

Data is carried forward from previous application for payment.

The counterparty will enter the amounts requested and provide any detail on new change orders, RFI's, directives and regulatory issues.


Select Status

  • Under Review - Subject to edits - Limited access to data
  • Approved - Not subject to edit and accessible by all permissioned stakeholders


Process

Login to your FISTech account


Go to Agreements - Select the project.


Select the counterparty and contact.


Select "View Payment Applications"


Hit Send Email to send the link to the subcontractor or supplier to complete.


Counterparty logins in and provides application for payment data.


Mutually agree the application for payment amounts and details


Hit Save 


FISTech will send information to surety if there are signs of stress.  Stop notices, liens, behind schedule, etc.



View Payment Applications

Based on your login you will be able to review your previous applications for payment, and application for payments received from counterparties.


Approved applications for payment are not editable.  


To change or update information create a new application for payment and provide the update.


Note: Your list of applications for payment include other companies that are using the FISTech platform.


Process

Login to your FISTech account


Select "View Payment Applications"



Copyright © 2025 sample-contractor.com - All Rights Reserved.

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept