Proposal Requests Overview

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11 months ago
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Proposal requests (PR) are documents that the designer issues to a contractor to solicit an itemized quote for changes to a contract’s schedule/time.

If a change to the contract documents that involve a substantial change to the contract sum or contract time is required, a lead design consultant issues a PR to a contractor to solicit an itemized quote for changes to a contract’s schedule/time.

Use the Change management page in Newforma Konekt to create, log, review, and track proposal requests.

PR workflow

The following diagram shows an overview of the SI workflow. Not all steps have to be used. 

  1. The architect can create a proposal request if they originate them, or log a received request if it was sent to them.
  2. Optionally, the proposal request can be forwarded for review to other project team members (reviewers).
  3. The reviewer(s) review to the proposal request. The PR author can also submit a response on behalf of another person.
  4. When the review process is complete, the proposal request can be sent to the contractor, who will respond with a proposal.
  5. Upon receiving the proposal, the design team reviews and advises the owner. If the proposal does not require any reviews or updates, a signature is requested.
  6. The architect can accept or reject the proposal. This can also be done by the contractor or owner.
  7. The admin or the architect can request a proposal update on an already existing CP.
  8. Sending the signed document closes the proposal request. If needed, the PR can be reopened.

PR features role matrix

The table below provides a comparative list of features available to each project role.

Proposal requests, signature requests and signed documents can be submitted to external team members.
File Manager feature role matrix
Feature Creator Admin Editor Reader Reviewer External
View and review PRs and proposals forwarded to you ✔ ✔ ✔ ✔ ✔  
Submit proposals and signature responses ✔ ✔ ✔ ✔ ✔  
Download PR attachments ✔ ✔ ✔ ✔ ✔  
View all PRs and proposals ✔ ✔ ✔ ✔    
Export PR log reports ✔ ✔ ✔      
Create, log, edit, forward, review, and close PRs ✔ ✔ ✔      
Forward and review received proposals ✔ ✔ ✔      
Request proposals and signature responses ✔ ✔ ✔   ✔  
Cancel signature requests ✔ ✔ ✔   ✔  
Send signed documents ✔ ✔ ✔   ✔  
Download PR attachments and signed documents received via email ✔ ✔ ✔ ✔ ✔ ✔
Reopen PRs ✔ ✔        

For more information on PRs, see the other articles in this section.

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