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The purpose of this article is to explore the Contractor's Proposal module, detailing how to navigate the register and create & reply to events.
Video content is available below.
The below article is based upon the FIDIC contract type and the terminology reflects this. Certain actions may be unavailable if you do not have the appropriate permissions. Please speak with your Superuser if this is the case.
Where can I find a Contractor's Proposal?
Contractor Proposals can be located within the Variations Register. If a Proposal has been submitted against a Variation, you can see it by selecting the + sign next to the relevant event which will expand and display the status of the particular Contractor Proposal:
Notifying a Contractor's Proposal - Contractor
Once a Request for Proposal has been communicated by the Employer, it will be possible for a user of the Contractor's Party to submit their Proposal. To do this, either open the VAR event from the Variations or Change Control registers, or navigate to the reminders page and expand Variations awaiting a Contractor Proposal. This will list all events awaiting a Contractor's Proposal.
To add a Proposal, within the Contractor Proposals / ERD tab of the event, select the Add Contractor Proposal button:
Once this has been selected, you will be displayed with a new event form ready to edit where you can enter details for the;
- Description of proposed design and/or work
- Impacts & adjustments (performance guarantees and safety)
- (Proposed) Change to the Prices (if any)
- Effects on Contract Dates (if any)
Please note that if the Variation instruction has already been given by the Employer, then the Description of proposed design and/or work will include the text that the Employer entered in the instruction and it will not be editable. More information on this can be found in our Variations help article:
There is no limit on how many Proposals can be submitted against one event.
All Contractor Proposals can be located within the individual events within the Variations register. The status of each Contractor Proposal is displayed on the right side of the Contractor Proposal/ERD tab:
Each proposal will be given a unique reference number. If the Contractor Proposal has not yet been communicated, it will appear in the register as DRAFT:
The Contractor also has the opportunity to Discuss Due Date which is located at the bottom of the Contractor Proposal/ERD tab. For more information on this, please see our Extensions / Discussions help article:
Replying to a Contractor Proposal - Employer
Once a CP has been submitted, a reminder will be displayed within the Employer's reminders page awaiting their response.
To view the submitted Contractor Proposals navigate to the Contractor Proposal / ERD tab:
To view each individual proposal, click onto the event which will open up to the relevant details.
Once you have selected the CP, navigate to the Reply tab where the following options will be available:
Pending - awaiting a decision.
Accept the proposal (and instruct Variation) - this accepts the details and changes within this Contractor's Proposal and closes the event:
Accepting a Proposal will supersede any remaining Proposals submitted for this Variation that had not yet been responded to:
Disapprove and instruct a revision of the proposal - this instructs the Contractor submit another Proposal for this Variation. A new reminder will become present for the Contractor in their reminders page:
It is also possible for the Employer to determine this Variation themselves. This option is present within the Contractor Proposals / ERD tab. More information can be found in our ERD help article:
The Employer also has the opportunity to Discuss Due Date which is located at the bottom of the Contractor Proposal/ERD tab. This allows the date in which the Proposal is due to be extended. For more information on this, please see our Extensions / Discussions help article:
