Which Contract Management Tasks Do I Use?

This topic contains guidelines on which contract management tasks to use based on your role in the project workflow. Click the following links to go to the type of contract management item you are using.

● Addendums

● Bulletins

● Change Orders

● Change Order Proposals

● Construction Change Directives

● Proposal Requests

● RFIs

● Submittals

● Supplemental Instructions

Addendums

The Addendums activity center uses several workflow tasks specific for moving addendums between project team members during the addendum process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create an Addendum	Lead design consultant	Originating the addendum
Log a Received Addendum	Contractor	Receiving an addendum from the lead design consultant
	Design subconsultant	Receiving the addendum from the lead design consultant
	Subcontractor	Receiving the addendum from the contractor
Forward for Review	Lead design consultant	Sending the addendum to internal reviewers or design subconsultants for review
Forward for Review	Design subconsultant	Sending the addendum internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the addendum forwarded to them for review
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Lead design consultant	Sends the addendum to the contractor
Send and Close	Contractor	Sends the addendum to the affected subcontractors
Close	All	Close the addendum. One example is to void one previously created.
Re-open	All	Additional information received after the addendum was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the addendum at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Bulletins

The Bulletins activity center uses several workflow tasks specific for moving bulletins between project team members during the bulletin process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Bulletin	Lead design consultant	Originating the bulletin
Log a Received Bulletin	Contractor	Receiving a bulletin from the lead design consultant
	Design subconsultant	Receiving the bulletin from the lead design consultant
	Subcontractor	Receiving the bulletin from the contractor
Forward for Review	Lead design consultant	Sending the bulletin to internal reviewers or design subconsultants for review
Forward for Review	Design subconsultant	Sending the bulletin to internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the bulletin forwarded to them for review
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Lead design consultant	Sends the bulletin to the contractor
Send and Close	Contractor	Sends the bulletin to the affected subcontractors
Close	All	Close the bulletin. One example is to void one previously created, or a contractor can close a bulletin if the information received does not need to be sent to a subcontractor.
Re-open	All	Additional information received after the bulletin was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the bulletin at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Change Orders

The Change Orders activity center uses several workflow tasks specific for moving change orders between project team members during the change order process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Change Order	Contractor	Originating the change order
Log a Received Change Order	Lead design consultant	Receiving a change order from a contractor
Forward for Review	Contractor	Sending the change order for review internally or sending the change order to the lead design consultant or owner
Record Reviewer Response	Contractors	Capturing internal review input
Record Reviewer Response	Lead design consultant	Capturing internal reviews and owner reviews
Send and Close	Lead design consultant	Sending recommendations to the contractor for the change order
Close	All	Close the change order. One example is to void one previously created.
Re-open	All	Additional information received after the change order was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the change order at any time to any team members. One example is for the contractor to send the final CO to affected subcontractors. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Change Order Proposals

The Change Order Proposals activity center uses several workflow tasks specific for moving change order proposals between project team members during the change order proposal process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Change Order Proposal	Contractor	Originating the change order proposal
Log a Received Change Order Proposal	Lead design consultant	Receiving a change order proposal from a contractor
	Design subconsultant	Receiving the change order proposal from the lead design consultant
	Subcontractor	Receiving the change order proposal from the contractor
Forward for Review	Contractor	Sending the change order proposal to the: Subcontractor for updated quotes Team members for internal review Lead design consultant for review
	Subcontractor	Forwards the change order proposal for review and feedback
	Lead design consultant	Sending the change order proposal to internal reviewers or design subconsultants for review
	Design subconsultant	Sending the change order proposal to internal reviewers
Record Reviewer Response	All	Capturing the review input. For contractors, captures lead design consultant recommendation or subcontractors updated quotes.
Respond and Close	Design subconsultant	Sending the recommendation to the lead design consultant
Respond and Close	Subcontractor	Sending the revised quote/input to the contractor
Send and Close	Lead design consultant	Sending recommendations to the contractor for the change order proposal
Close	All	Close the change order proposal. One example is to void one previously created.
Re-open	All	Additional information received after the change order proposal was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the change order proposal at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Construction Change Directives

The Construction Change Directives activity center uses several workflow tasks specific for moving construction change directives between project team members during the construction change directive process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Construction Change Directive	Lead design consultant	Originating the construction change directive
Log a Received Construction Change Directive	Contractor	Receiving a construction change directive from the lead design consultant
	Design subconsultant	Receiving the construction change directive from the lead design consultant
	Subcontractor	Receiving the construction change directive from the contractor
Forward for Review	Lead design consultant	Sending the construction change directive to internal reviewers or design subconsultants for review
Forward for Review	Design subconsultant	Sending the construction change directive to internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the construction change directive forwarded to them for review
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Lead design consultant	Sends the construction change directive to the contractor
Send and Close	Contractor	Sends the construction change directive to the affected subcontractors
Close	All	Close the construction change directive. One example is to void one previously created.
Re-open	All	Additional information received after the construction change directive was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the construction change directive at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Proposal Requests

The Proposal Requests activity center uses several workflow tasks specific for moving proposal requests between project team members during the Proposal Request process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Proposal Request	Lead design consultant	Originating the proposal request
Log a Received Proposal Request	Contractor	Receiving a proposal request from the lead design consultant
	Design subconsultant	Receiving the proposal request from the lead design consultant
	Subcontractor	Receiving the proposal request from the contractor
Forward for Review	Lead design consultant	Sending the proposal request to internal reviewers or design subconsultants for review
Forward for Review	Design subconsultant	Sending the proposal request to internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the proposal request forwarded to them for review
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Lead design consultant	Sends the proposal request to the contractor
Close	All	Close the proposal request. One example is to void one previously created.
Re-open	All	Additional information received after the proposal request was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the proposal request at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

RFIs

The RFIs activity center uses several workflow tasks specific for moving RFIs between project team members during the RFI process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create an RFI	Contractor/Subcontractor	Originating the RFI
Log a Received RFI	Contractor	Receiving an RFI from a subcontractor
	Lead design consultant	Receiving the RFI from the contractor
	Design subconsultant	Receiving the RFI from the lead design consultant or contractor
Forward for Review	Contractor	Sending the RFI to the lead design consultant or design subconsultant for review
	Subcontractor	Sending the RFI to the contractor
	Lead design consultant	Sending the RFI to internal reviewers or design subconsultants for review
	Design subconsultant	Sending the RFI to internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the RFI forwarded to them for review
Respond and Close	Lead design consultant	Respond with review comments to the contractor
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Contractor	Sends the RFI answer to the subcontractor
Close	All	Close the RFI. One example is to void a previously created RFI
Re-open	All	Additional information received after the RFI was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the RFI at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Submittals

The Submittal activity center uses several workflow tasks specific for moving submittals between project team members during the review process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Submittal	Contractor/Subcontractor	Originating the submittal
Log a Received Submittal	Contractor	Receiving a submittal from a subcontractor
	Lead design consultant	Receiving the submittal from the contractor
	Design subconsultant	Receiving the submittal from the lead design consultant or contractor
Forward for Review	Contractor	Sending the submittal to the lead design consultant or design subconsultant for review
	Subcontractor	Sending the submittal to the contractor
	Lead design consultant	Sending the submittal to internal reviewers or design subconsultants for review
	Design subconsultant	Sending the submittal to internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the submittal forwarded to them for review
Respond and Close	Lead design consultant	Respond with review comments to the contractor
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Contractor	Sends the submittal to the lead design consultant that doesn't require a review
Close	All	Close if the submittal was sent for review only or to void a previously created submittal
Re-open	All	Additional information received after the submittal was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the total days count.
Send	All	Send the contents of the submittal at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Supplemental instructions

The Supplemental Instructions activity center uses several workflow tasks specific for moving supplemental instructions between project team members during the supplemental instruction process. Use the table below to assist you in determining which workflow tasks you should use for your role in the process.

Task	Role	Use
Create a Supplemental Instruction	Lead design consultant	Originating the supplemental instruction
Log a Received Supplemental Instruction	Contractor	Receiving a supplemental instruction from the lead design consultant
	Design subconsultant	Receiving the supplemental instruction from the lead design consultant
	Subcontractor	Receiving the supplemental instruction from the contractor
Forward for Review	Lead design consultant	Sending the Supplemental Instruction to internal reviewers or design subconsultants for review
Forward for Review	Design subconsultant	Sending the supplemental instruction to internal or external reviewers
Record Reviewer Response	All	Capturing the review input from users that had the supplemental instruction forwarded to them for review
Respond and Close	Design subconsultant	Respond to the lead design consultant with review comments
Send and Close	Lead design consultant	Sends the supplemental instruction to the contractor
Send and Close	Contractor	Sends the supplemental instruction to the affected subcontractors
Close	All	Close the supplemental instruction. One example is to void one previously created.
Re-open	All	Additional information received after the supplemental instruction was closed. After using Re-open, select to close again using Respond and Close, Send and Close, or Close. Adds intervening days to the Total Days count.
Send	All	Send the contents of the supplemental instruction at any time to any team members. Using this task does not change any calculation of days for completion or appear in the Last Action column in the log.

Table of Contents

Index

Search (English only)

Back