Business Processes for Client Change Management
Change Management Scenario 1: Client would like pricing on new scope of work before proceding.
- Create Change Proposal Request (CPR) and document the following.
- Subject and Scope of Work Change
- Impacted Vendor Items
- "Official" Proposed Items
- Status can be set to Draft, Pending Submission or Pending
- Print CPR for Owner review once all details are finalized.
- Run 'CPR To CO Wizard' to merge one or more approved CPRs into a single Change Order (CO).
- Print CO for Owner review and approval.
- Run 'CPR To Procurement Wizard' to create POs, Subcontracts and/or Sub Change Orders (SCOs) for Vendor Impacted Items.
Change Management Scenario 2: Client is willing to pay for time and materials relating to the change.
- Create a Prime Contract CO (not CPR) and enter the Subject and Scope of Work Change.
- Mark CO Approved with a Status Date.
- Reference CO on POs, Bills, Subcontracts, SCOs and Timecards that are impacted by CO.
- After work has been completed, open CO and click Proposed Items link.
- Click Import button below Proposed Items grid and import expenses from Step 3.
- Print CO details report for Owner approval.
Change Management Scenario 3: Allowance items are included in a Corecon Estimate which was used for Prime Contract setup.
Corecon Estimate Pre-requisites:
- Line items or materials were details on plans and specs are not specific enough have the allowance field checked.
- Estimate calculation would sum cost/sell values per cost code and how much is made up of allowances. Both would take into account hidden/distributed global markups.
Contract Admin Setup Wizard (Used initially when project is awarded.):
- Creates Job Cost Codes using Estimate Cost Codes
- Creates Prime Contract
- Creates Original Contract Items using either 'Summary by Job Cost Code' or 'Estimate Line Items' option. Both would include Allowance items and values.
- Creates Cost and Hour Budgets per Job Cost Code. Both would include Allowance items and values.
- Creates Allowance Package for each Estimate Cost Code where Allowance Total > 0
- Adds Estimate Line Items (with Allowance field checked) to appropriate Allowance Package
Add Allowance Package Item Options:
The Contract Admin Setup Wizard will not create Allowance Item Options so this must be done after the package has been created.
- Open Allowance Package
- Click on Allowance Item
- Add Item Options in which one will be selected later by the Client via the TeamLink Portal. Options can also be imported from the Work Items listing.
- Send Allowance Package Response Request Email to the client. See Actions drop-down.
Client Selections via the TeamLink Portal:
- Client logs into the TeamLink Portal to review Allowance Package.
- Clicks on Allowance Item(s) to review options.
- Client makes selection.
- Client reviews Financial Summary section showing Allowance Items vs Client�s Selected Options
Create CO from Allowance Package:
- Allowance Package is locked so no changes can be made via the portal.
- CO is created using Allowance Package.
- CO's Proposed Items sub-table would consist of the following.
- Original Allowance Items but with negative values
- Selected Options
- CO Subtotal would reflect the variance between Allowance Items and Selections.
Creates POs, Subcontracts or SCOs for Selections:
- Use CO as source to Create POs, Subcontracts or SCOs for Selected Items.
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