Prime Contract Allowance Package

An Allowance Package can be created for each particular scope of work in a Prime Contract that is not specified in enough detail but already includes contract item amounts and internal cost budgets. Under these scenarios, the client or architect would eventually specify items to purchase and install or be provided options by the contractor. In the latter scenario, the TeamLink Portal is used by the client to make selections on those options.

Business Processes for Client Change Management

See Option 3

Example Allowance Package and Structure

Allowance Package # 001

Allowance Package Subject: Appliances

Allowance Items:

Refrigerator | 1 EA | Base Cost and Sell Rate
- Option 1: Sub-Zero - 36"
- Option 2: Sub-Zero - 42"
- Option 3: GE Profile - 36"
- Option 4: GE Profile - 42"
- Option 5: KitchenAid - 36"
- Option 6: KitchenAid - 42"
Built-In Double Oven | 1 EA | Base Cost and Sell Rate
- Option 1: Wolf - 30" E Series Double Oven
- Option 2: GE Profile - 30" Combination Convection Double Wall Oven
- Option 3: Kitchen Aid - 30" Double Wall Oven with Even Het True Convection
Microwave | 1 EA | Base Cost and Sell Rate
- Option 1: Wolf - 30" E Series Drop-Down Door Microwave Oven
- Option 2: GE Profile - Built-IN Microwave/Convection Oven
- Option 3: KitchenAid - Built-In Low Profile Microwave
Dishwasher | 1 EA | Base Cost and Sell Rate
- Option 1: Cove - 24" Dishwasher with Water Softener - Panel Ready
- Option 2: GE Profile - Fingerprint Resistant Top Control with Stainless Steel Interior
- Option 3: KitchenAid - Dishwasher in PrintShield Finish with FreeFlex Third Rack

Important Things To Know

Options for Allowance Items must be created in Corecon not TeamLink Portal.
Owner referenced on the Prime Contract can select an Allowance Item Option in the portal.
Architect referenced on the Prime Contract can review Allowance Packages in the portal but they will be read only.
Owners can not create their own selection option but this information can be relayed via the built-in messaging functionality within Allowance Packages.
Once all selections have been finalized by the owner then a CO can be created which would include baseline and selected options. The sum would be the difference between baseline and selected.

Steps To Complete Before Entering Allowance Packages

Ensure the Owner/Customer that will be reviewing the Allowance Package is listed in the Project Directory.
Prime Contract has been created and is marked Approved with an Status Date. The Owner referenced on the Prime Contract will be the one making the selections on Allowance Package Item Options.
Job Cost Codes must be established since this is a required reference on Allowance Items.
Optional: Tax Codes can be referenced on Allowance Items.

Allowance Package Add Options