AiM CPPM Construction Contract

Transcription

1 AiM Navigation icons Budget Manager Date Manager Budget Revision The project delivery method for a capital project affects the construction contract more than any other factor. Often the types defined for a construction contract represent the different delivery methods used by the capital project group. This contract is used for the bulk of the work and the cost related to the project. The contract will enable tracking of sub-contractors and retainage. Key Concepts A construction contract requires a change order to change award amounts or dates. Change orders are different from amendments used on consultant contracts in that they could consist of change proposals or change directives. Construction contracts require a Notice to Proceed step. Retainage can optionally be tracked on a construction contract. 1 P age

2 How to enter a : 1) Navigate to Purchase Orders and Contracts Channel within Contract Administration module. 2) Search for EP number, Vendor name, or the Entry clerk eid. 3) Locate EP to create Contract. In the drop box next to EP#, select CP_PO and the Capital Project Information for PO will pop up 2 P age

3 4) Select Capital Project to link EP, select Component Group and Component 5) Create New Contract; select Yes, if this is the first attempt to create a contract for the EP. 6) Select what type of Contract ; Consultant or Construction 7) Select Type. You can key description for contract in description box, or copy the text from the line item description box. Enter the Contract Dates, as needed. Contract Request and Award Dates populate from the EP. Contract Days is required. 8) Select which Line Item(s) to assign to Contract by checking the box to the left of the line item number. The line item selected initially will be checked by default and cannot be deselected 9) Click the button 3 P age

4 10) Acknowledge Contract create process 11) To View Contract; click Click here to review Contract 12) Click Edit icon on 13) Add Start Date, if not previously entered (Start Date is required in order to change status to awarded ). Adjust any other dates as necessary 14) Click View/Select; Account Setup 4 P age

5 15) Add Contract Encumbered Amount for the Account and Funding Source a. Click on the load accounts, it will populate a list of all accounts associated with the project. Select account(s). ) Click green Flag icon to return to the Account Setup screen. b. Enter the contract encumbered amount for Accounts and Funding Source 16) Click View/Select; Offset Account Setup 5 P age

6 17) Type in same Account number from the Account Setup screen. Note: Subcode will ALWAYS be (Physical Plant) 18) Click green Flag icon to return to the Account Setup screen 19) Click green Flag icon to return to the screen 20) Change STATUS from Pending to Awarded 21) Click Save icon 22) Click Edit icon on 23) Change STATUS from Awarded to Notice to Proceed 24) Click Save icon Note: Once the status has been saved as Notice to Proceed; if changes are required a Construction Change Order must be performed. 25) A Soft Error may display. Click the yes Check Mark icon to continue after reviewing the message(s) 6 P age