Creating a Subcontractor Change Order

  1. FROM OWNER CHANGE ORDER – (Owner Change Order must be approved)

    1. Click blue + next to Owner Change Order to view associated sub change orders > Check boxes next to sub change orders to execute > Sub Change Order Tasks > sign checked sub change orders > I agree > Close Window

  2. SUB ONLY CHANGE ORDERS

    1. Sub CO Tasks > Create Sub Change Order > Type Name > Choose Sub from drop down list > Next > Add Item Description > Type Description > Add Item 1 Cost > Select Items > Add Division Items

      1. Enter Sub Price > Save or

      2. Request Sub pricing

        1. From Change Order list, Click blue + > Click blue $ amount > Request Sub/Vendor Pricing > Click box > Send checked invites > Send CO invites > Close Window

    2. To add a new cost code to the project, see section 4 of this document.

    3. Award cost code to subcontractor

      1. Tasks > Subcontracts > Award Subcontractors > select desired subcontractor > type sub cost in the award amount box.

        1. If subcontractor selected has a locked subcontract, Paskr will automatically create a subcontractor change order and direct you appropriately.

        2. If subcontractor selected is new to the project, execute the subcontract as usual.

    4. Execute Change Order: Return to Change Order List > Check box next to Sub Change Order > Sub Change Order Tasks > Sign Checked Sub Change Order > Select Recipients > I agree > OK > Close Window

  3. TERMINATE A SUBCONTRACTOR

    1. Rescind Subcontract

      1. Tasks > Change orders > View Change Order List

      2. Sub CO Tasks > Terminate Sub with Contract

      3. Select Sub from Drop Down List

      4. Enter change amount. This is a negative number (current contract amount less what you will pay them in total)

      5. Terminate checked bid items…> OK

        1. Approve change order to compete termination

      6. Check appropriate box > Sub CO Tasks > Sign Checked Sub Change order

      7. Check box to notify subcontractor > I agree > OK > Close Window

    2. Obtain pricing for completion of scope

      1. Tasks > RFPs > Create Subcontractor RFP

      2. Type RFP Name, Select GC name from drop down, Type description > Next

      3. Add Item 1 Cost

      4. Select, Move > Add Division Items > Return to RFP List

      5. Check Box > Request Sub/Vendor Pricing

      6. Select cost code to price (blue) > Select Sub(s) to Invite

      7. Check Box > Send RFP Invites > Send RFP Invites

    3. Award new subcontract

      1. Award Subs > Choose sub > type in new amount

      2. Complete contract process (See Subcontracts)