F.8.2 Settled: Confirm Scope Settled Valued and Determine If Close Out CO

Description

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

 

Outcomes

Once a Change Order is submitted by the Responsible Individual it moves to the Contract Administrator in the Approve state.

 

Detailed Steps

 

Step 1: Accessing NexGEN

 

 

Step 2: Review any attachments included with the Change Order.

  1. In References and Attachments section Click download_icon.png download icon to view the Attached file.

You can Click Open or Save to review the attachments.

 

 

 

Step 3: Complete all required fields on the Change Order.

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

  2. Enter Scheduled Completion from date picker.

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 Change Order 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 4: Submit the Change Order 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.