Contract Award: How to Create Contract Renewals

Contract Award: How to Create Contract Renewals

How to Create Contract Renewals

If you wish to renew an existing contract in your Document Builder project, make sure the Contract is in Active status.  To set your contact to “Active” Status, hover over the contract details sub tab and select “Active” in the drop down menu below “Change Contract Status.”

To create a contract renewal go to the latest stage of the active contract details page and click on “Create Renewal”.



The details in the selected Contract will be auto-populated from the previous stage that “Create Renewal” was clicked on, but you can still edit info as needed. 



If desired, you may also assign different permissions for this contract renewal page as well. 




After assigning your collaborators, Click on the blue “Create Contract” Button at the bottom of the option. 


After completing the details page and selecting which documents to pull into your Contract, select the appropriate documents and click Add Documents; the platform will build your record. 

Once it is done, click the “Go” button on the bottom right of the pop up.

Once you land on the contract dashboard your contract has been created. 



User Roles and Permissions

Here is a breakdown of User Roles and the Permissions each has in terms of the Contract Administration process and what each is able to do:

  1. Note, that the permission assignments in the contract and addendum stage are not the same throughout the project build process. 
  2. Users that are added to the contract stage do not have recursive visibility into the prior project stages (such as Solicitation Builder, Publication, or Evaluation stages).
  3. The owner of the solicitation will be defaulted as the owner of the contract.

Substages

Here are the various substages in the Contract:
  1. Details 
  2. Documents 
  3. Headers and Footers 
  4. Question Responses 
  5. Tasks 
  6. Exports 
  7. Messages

Contract Amendments
From the same project, you can also create Contract Amendments. Click the link below to learn more.


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