Whitedot

STATION 8.3.2 AP-1 · CHASE & TRACK — THE WHITEDOT ARCHETYPE CONCEPT DEMO · SIMULATED DATA ← the map
Agent pattern AP-1 · Chase & Track — the Whitedot archetype

One agent, standing on one white dot.

8.3 Prepare the Job is a white stop — a shared outcome that Project Delivery can't produce alone. Inside it, station 8.3.2 Onboard subcontractors is pure chase work: request documents, validate them, remind, escalate. Below is that station staffed by an agent, doing the chase so the PM never has to.

8.3.2 in one line: take each awarded sub from "under contract" to "cleared to mobilize" → work product: mobilization-ready subs.

The L5 workflow

seven tasks, one escalation — the strip lights up as you drive the demo below
Subcontractor
Project Coordinator (us)
Project Manager
TASK 1
Issue onboarding packet
PC · email + PM system
▸ AGENT-PERFORMABLE
TASK 2
Submit compliance docs
Sub · COI, licenses, tax forms · email/portal
● SUBCONTRACTOR
CHASE LOOP · request → remind → escalate
TASK 3
Collect & validate compliance documents
PC · PM system
▸ AGENT-PERFORMABLE
TASK 4
Set up sub in project systems
PC
▸ AGENT-PERFORMABLE
TASK 5
Lead pre-mobilization meeting
PM · meeting
● HUMAN
TASK 6
Kick off submittal log
PC · feeds 8.3.3
▸ AGENT-PERFORMABLE
TASK 7
Confirm mobilization readiness
PM · sign-off
● HUMAN
ESCALATION E
No response after repeated attempts
PM calls the sub & decides the path
⚑ HUMAN DECIDES
▸ agent-performable today ● human judgment / sign-off chase loop (request → remind → escalate)

Awarded subs — pick one

the card drives the validator and chase timeline below
Cedar Bend Apartments — Phase 2 · podium + 3 wood-frame buildings · mobilization Aug 3–Sep 14, 2026 · project through May 2027

The L6 task — validate the COI

task 3, zoomed all the way in: read the certificate, compare it to Subcontract Exhibit D, act on the result

What the sub sent

The agent runs task 3

    The chase — AP-1 loop

    Day 0

      The station's two numbers

      M4 activity metrics rolling up the stack
      Adoption
      4 of 4 awarded subs flowing through the agent
      11 of 14 documents collected with zero human touches
      Value
      6.2 vs 19 baseline — days award → mobilization-ready
      5 deficiencies caught before mobilization · $0 uninsured exposure days

      every agent-staffed activity carries two numbers: adoption and value.

      Same loop, four stations

      AP-1 Chase & Track redeploys anywhere the work is request → remind → escalate
      STATION 7.3.2
      Track & confirm orders

      Chase PO confirmations and ship dates; expedite the exceptions before they hit the schedule.

      STATION 8.3.3
      Process submittals

      Chase subs for submittals, chase the design team for reviews, keep the log's ball-in-court honest.

      STATION 5.5.2
      Clear plan check

      Chase plan-check comments and resubmittals through the jurisdiction until the permit issues.

      STATION 8.2.1
      Engage bidders

      Chase bid invitations to real answers: will bid, won't bid, needs addendum — coverage before bid day.

      one L5, one agent pattern, many deployments.

      The taxonomy — KOP-8 Project Delivery, white stop 8.3, station 8.3.2, the L5 workflow, and the six L6 steps — comes straight from Rob's operating-model primer. The job, the subs, the certificates, the emails, and both KPI numbers are simulated. Companion to the metro map. July 2026.