Initiate, draft and request approval for the contract variation

To initiate, draft and request approval for contract variation:

    Note Send for approval, the following documents by creating a new collaboration and attaching the following documents to it.

    - An updated Commissioning Plan or Contract Management Checklist
    - A Variation Impact Assessment
    - Funding approval by appropriate financial delegate.
    - The marked up PDF of the original contract (created earlier)

  1. Scroll down and click the Contract Variation Request Form in the Auto Create Template links section.

  2. Enter the Title for the variation request form.

    Note Use the same naming convention for the Contract Title and add VA DOCS at the end.

  3. Click Create.

  4. Click Edit Response.

  5. Attach the PDF copy of the variation.

    Tip Click the Click to attach file link. Drag and drop the PDF copy of the variation and click Confirm.

  6. Attach the copy of the FMA.

  7. Click Save and Return.

  8. Click Complete and Show Project Team.

    Warning You must click Complete and Show Project Team so that anyone on the project team can view the documents.

  9. Click the Task link to open the Initiate, draft and request approval for contract variation task.

  10. Click the ... button and select Request Approval.

  11. Add the following text to the Description field.

    Note Add the following to the to the description:

    By approving this contract variation request, you acknowledge:
    1. Funding has been approved by appropriate financial delegate
    2. Variation documents have been reviewed, and
    3. Contract variation can progress per the FMA recommendation.
    If you reject, please provide comment when prompted.

  12. Click Send Approval Request.

    Note The status of the task will change to Awaiting Approval.Refer toResponding to Variation approval requests. If any of the approvers denies the approval request, refer toVariation Approval Request is Denied.

    The approval request is sent in the sequence set up in the approvers list. Once both the P2i Budget Officer and P2i Senior Director have approved the request, they are acknowledging that Funding has been approved by appropriate financial delegate and contract variation documents have been reviewed.