F.8.2.2 Settled: Confirm Scope Unilateral Value and Determine If Close-Out CO

 

Description

The Responsible Individual reviews the Settled Change Order by Cost Estimator and any attachments.

 

Outcomes

Once a Lean Change Order without CD is submitted by the Responsible Individual it is Workflowed to the Contract Administrator in the Approve state.

 

Detailed Steps

 

Step 1: Accessing NexGEN.

 

Step 2: Review Executive Approval Attachments and SOV Details. (And any other Attachments)

  1. In Executive Approval review Attachments section. Click download icon to view the Attached file.

  2. Review SOV Details section.

You can Click Open or Save to your device to review the attachments.

 

Step 3: Complete all required fields on the Lean Change Order without CD.

  1. Select Scheduled Completion from date picker.

  2. Verify Change Order Type.

  3. Select Yes or No in Closeout field (depends if this is the final change order or not).

  4. Select Type of Request from list.

If the Responsible Individual chooses 'Yes' in the 'Closeout' field, they need to ensure there aren't any pending documents for this Contract before save.  As all pending items will be canceled.

Once a Change Order selecting Closeout is saved the contract will not be available to create new JFCs.

The Responsible Individual can also edit the Scope of the Lean Change Order without CD at this state.

The Responsible Individual/Studio can be changed at this state if needed.

If you have not yet completed your actions you can Save without submitting and complete at a later time.

 

Step 4a: Submit the Lean Change Order without CD to the Contract Administrator.

  1. Click Workflow.

  2. Select Approve.

 

  1. Type a message in the Custom Message field to include in the Email notification (optional).

  2. Click Execute.

 

Step 4b: Submit the Lean Change Order without CD to the Project Finance.

  1. Click Workflow.

  2. Select Finance Tax Reconciliation.

 

 

  1. Type a message in the Custom Message field to include in the Email notification (optional).

  2. Click Execute.