🚨 Module 3 will be using Project B. Make sure you are in Project B for the following steps. 🚨

Creating Contracts from Bid Package Responses

We will now create contracts for the vendors you have selected from the bid packages we went over in Module 2.

A. Execute a Contract for Legends Design Group

💡 DID YOU KNOW? Within INGENIOUS.BUILD you can create a contract directly from a bid package response, which carries over all the previously entered information to help you save time!

Navigate to Legends Design Group's bid card.
Click Proceed to Contract.
Select Proceed to Contract and Notify.
Select Upload Executed Contract and click Next.
Notice you are now in the "Contracts" page of your project and not "Bid Packages"
Review the information on the Contract Details tab that has pulled over from the bid package response.
1. Contract Name: Architectural Services
2. Total Contract Value: $192,500 (note this is editable if necessary)
3. Quoted Items Value: $192,500
4. Initiation Date: enter today's date
5. Effective Date: enter today's date
Click Save at the top of the page.
Review the information on the Quoted Items/SOV tab that has pulled over from the bid package response.
1. Review value of quoted items based on Legends Design Group_Architecture Contract.pdf.
2. Cost code should be listed as '0210: Architect'
Once the information has been reviewed, click the More icon at the top of the page, and Contract Exchange.
1. Upload Legends Design Group_Architecture Contract.pdf
2. Click Approve Contract in the blue box at the bottom.
  1. Select 'Approved'
  2. Type: YES
  3. Add Note: Approved on {today's date}
  4. Click Approve
Click Record Client Approval at the top of the page.
1. Approved by: ABC Client Co.
2. Type 'CONFIRM'
3. Confirm the Date Approved
4. Click Record Client Approval
Click Execute at the top of the page.
1. You will be prompted to execute without insurance. For the sake of this sample project we will proceed. Click Yes, Execute.
2. Check the checkbox next to I hereby confirm that I have reviewed this document and it has been fully executed (notice the pdf you attached earlier is shown up above).
3. Click Execute Contract
4. Click Yes

B. Approve SOV for Legends Design Group

Navigate to the Quoted Items/SOV tab.
Click Take Control.
Click Approve.
1. When prompted, click Approve

You have now executed a contract AND approved the Schedule of Values (SOV) for the contract, way to go! 👏 You now have a contracted architect ready to get to work on your project. 👩🏻‍💻

C. Execute a Contract for Blackhawk Construction

Practice makes perfect! You'll now repeat the steps above to execute a contract and approve a schedule of values for your construction contractor. 🚜

Using the left hand navigation, select the Bid Packages module.
Navigate to Blackhawk Construction's bid card (located in the Construction Contractor bid package).
Click on the three dots next to their company name and Proceed to Contract.
Select Proceed to Contract and Notify.
Select Upload Executed Contract and click Next.
Notice you are now in the "Contracts" page of your project and not "Bid Packages."
Review the information on the Contract Details tab that has pulled over from the bid package response.
1. Contract Name: Construction Contractor
2. Total Contract Value: $4,313,363 (note this is editable if necessary)
3. Quoted Items Value: $4,313,363
4. Initiation Date: enter today's date
5. Effective Date: enter today's date
Click Save at the top of the page.
Review the information on the Quoted Items/SOV tab that has pulled over from the bid package response.
1. Review value of quoted items based on the Blackhawk Construction Contract document.
2. Cost code should be listed as '0605: Construction - Interiors'.
Once the information has been reviewed, navigate to the three dots in the upper right hand corner, and Contract Exchange.
1. Upload Blackhawk Construction_GC Contract.pdf
2. Click Approve Contract in the blue box at the bottom
  1. Select 'Approved'
  2. Type: YES
  3. Add Note: Approved on {today's date}
  4. Click Approve
Click Record Client Approval at the top of the page.
1. Approved by: ABC Client Co.
2. Type 'CONFIRM'
3. Confirm Approval Date
4. Click Record Client Approval
Click Execute at the top of the page.
1. You will be prompted to execute without insurance. For the sake of this sample project we will proceed. Click Yes, Execute.
2. Check the checkbox next to I hereby confirm that I have reviewed this document and it has been fully executed (notice the pdf you attached earlier is shown up above).
3. Click Execute Contract
4. Click Yes

D. Approve SOV for Blackhawk Construction

Navigate to the Quoted Items/SOV tab.
Click Take Control
Click Approve
1. When prompted, click Approve

You have now executed a contract AND approved the Schedule of Values (SOV) for the contract, way to go! 👏 You now have a contracted construction contractor ready to get to work on your project. 👷🏽‍♂️

Creating a Manual Contract

E. Execute Manual Contract for North Star MEP

Within INGENIOUS.BUILD you can create contracts for on-system vendors as we just did with Legends & Blackhawk. You can also create manual contracts for off-system vendors which we will do in the following steps for North Star MEP! 👨🏻‍🔧

Use the left hand navigation to return to the Contracts page.
From the contracts list page, click Add New Contract.
Enter Contract Details (use attachment as reference North Star_MEP Contract.pdf):
1. Contract Name: MEP Engineering Services
2. Contract Type: Standard Contract Agreement (Single Stage Agreement)
3. Vendor Type: Architect / Engineer / Designer
4. Contract Holder: ABC Client Co. as Principal with Your Company as Advisor
5. Vendor Contacts: Click Add or Save to Invite Later. Search for Mike Madano and click Bookmark
6. Click Save Changes
7. Click Next
8. Select Upload Executed Contract
9. Click Next
Once the contract is created, you will land on the Contract Details tab. Fill out the following information:
1. Total Contract Value: $89,500
2. Quoted Items Value: We will populate this in a later step. No action required yet
3. Initiation Date: enter today's date
4. Effective Date: enter today's date
5. Click Save at the top of the page
Navigate to the Quoted Items / SOV tab. You will now use the items on North Star_MEP Contract.pdf to populate the quoted items for this contract.
1. Click Load Quoted Items
2. Select the ‘MEP Engineer (IO) - MEP Training Template’, click Load
3. Delete line items from the template that are not used on North Star's contract by clicking the Delete Quoted Item button for:
  1. Additional Eng. Services - Special Fire Prot. System (FM 200; Pre-Action; Other)
  2. Additional Eng. Services - Supplemental Cooling
  3. Additional Eng. Services - Energy Code & Lighting Calculation
  4. Mark-up on Miscellaneous Engineer Consultants
4. Input the value for each quoted item based on the North Star MEP Engineer Contract document
5. You can utilize the Collapse All button to simplify your list of quoted items
6. Assign Project Cost Code '0290: MEP Engineer' for all Quoted Items
Click Save at the top of the page.
Once the information has been reviewed, click the three dots in the upper right hand corner of the screen and select Contract Exchange.
1. Upload North Star_MEP Contract.pdf
2. Click Approve Contract in the blue box at the bottom
  1. Select 'Approved'
  2. Type: YES
  3. Add Note: Approved on {today's date}
  4. Click Approve
Click Record Client Approval at the top of the page.
1. Approved by: ABC Client Co.
2. Type 'CONFIRM
3. Confirm the Approval Date
4. Click Record Client Approval
Click Execute at the top of the page.
1. You will be prompted to execute without insurance. For the sake of this sample project we will proceed. Click Yes, Execute
2. Check the checkbox next to I hereby confirm that I have reviewed this document and it has been fully executed (notice the pdf you attached earlier is shown up above)
3. Click Execute Contract
4. Click Yes

F. Approve SOV for North Star MEP

Navigate to the Quoted Items/SOV tab.
Click Take Control
Click Approve
1. When prompted, click Approve

You have now executed a contract AND approved the Schedule of Values (SOV) for the contract, way to go! 👏 You now have a contracted MEP Engineer ready to get to work on your project. 🛠

Editing Main Project Contract

G. Execute Your Project Management Contract

When you create a project, INGENIOUS.BUILD automatically creates a contract that is your contract with the client. You can see this contract in your contracts list indicated with a blue "MAIN CONTRACT" pill 🟦.

Use the left hand navigation to return to the Contracts page.
From the contracts list page, click the ABC Client Co. contract.
Enter Contract Details (use attachment as reference My Contract_PM Services.pdf):
1. Contract Name: Project Management Services
2. Total Contract Value: $108,416
3. Quoted Items Value: We will populate this in a later step. No action required yet
4. Initiation Date: enter today's date
5. Effective Date: enter today's date
6. Click Save at the top of the page
Navigate to the Quoted Items / SOV tab. You will now use the items on the Project Management Contract document to populate the quoted items for this contract.
1. Click Add Quoted Item
2. Add the Quoted Items found on the "My Contract PM Services" Contract document and populate the respective values
3. Assign Project Cost Code '0490: Project Management Services for all Quoted Items
4. Click Save at the top of the page
5. Once the information has been reviewed, click the three dots in the upper right-hand corner of the screen and select Contract Exchange.
  1. Upload My Contract_PM Services.pdf
  2. Click Approve Contract in the blue box at the bottom
    Select 'Approved'
    Type: YES
    Add Note: Approved on {today's date}
    Click Approve
6. Click Record Client Approval at the top of the page.
  1. Approved by: ABC Client Co.
  2. Type 'CONFIRM'
  3. Click Record Client Approval
7. Click Execute at the top of the page.
  1. You will be prompted to execute without insurance. For the sake of this sample project we will proceed. Click Yes, Execute
  2. Check the checkbox next to I hereby confirm that I have reviewed this document and it has been fully executed (notice the pdf you attached earlier is shown up above)
  3. Click Execute Contract
  4. Click Yes

H. Approve SOV for Your Contract

Navigate to the Quoted Items/SOV tab
Click Take Control
Click Approve
1. When prompted, click Approve

You have now executed a contract AND approved the Schedule of Values (SOV) for your own company, way to go! 👏

💡 DID YOU KNOW? Once you have executed contracts, the $ values that were previously in Column I: 'Pending Contract Amount' on the ACR for each contract, will move to Column F: 'Original Contract Amount'. Navigate to the Master Project Budget / ACR and take a look for yourself!

📓 To document your completion of Module 3, navigate to the Master Budget/ACR, click the Export icon > Export to PDF> ACR PDF> Rentable> ACR Summary & Detail, and save the pdf to your files.

You have now completed Module 3 and are familiar with how to create and execute on-system, off-system, and main contracts! Proceed to Module 4.

Module 4