We are a construction AND design firm. We have two "arms". For construction, we have subcontractors.  For design, we have consultants. We require subcontracts to provide a certificate of insurance specific to each job.  For design consultants, we only require a basic proof of insurance document.  I am trying to determine how to track both of these in the system in a clear and concise manner.  Additionally, I now have a few "special scenarios" where a construction job has pass-through work and may have an engineer assigned, so therefore they get a consultant agreement instead of a subcontract agreement.  Which also means we don't need to track their commitment-specific insurance, we only require it once per engineer.

I am still confused after reading all of the knowledgebase articles about tracking insurance in AP and in JC (or PJ). Here is what I would like to do - is it possible?

For a SUBCONTRACT agreement, I want to track insurance at the commitment level.

For a CONSULTANT agreement, I want to track insurance at the vendor level.  We will have commitments, that is certain, but I don't want the system to tell me that the insurance is out of date if I don't fill in the insurance on the commitment level.

Is this possible?

I've tried checking the various boxes and nothing seems to really solve this issue. We use My Assistant and reports auto-generate to the PM's to tell them when insurance is expired. They are getting notices that include CONSULTANTS (because we hadn't included insurance information for consultants at the commitment level).  How do I tell the system, for this vendor, DO NOT REQUIRE insurance at the commitment level?

Thank you in advance for your replies...