Capital Projects / Commissioning / Design

Review Contracts Awarded to Commissioning Agents

From the Review Contracts Awarded to Commissioning Agents task, you can review contracts that specify the scope of the commissioning work and details of responsibilities for the commissioning agent at each stage of the project. This contract is the result of the design professionals and commissioning agent reaching agreement on the scope of the commissioning work for a specific work package. If the contract is not yet available, but a letter of intent is, the letter of intent can be attached as an action item to document that a commissioning agent has been selected. You can use the Review Contracts Awarded to Commissioning Agents task to review the details in the contractual agreement for the commissioning work.

By default, the task shows all actions for contracts awarded that have a document attached for all commissioning projects. If needed, you can use the Filter console to restrict the view to include only contracts for a specific location, project manager, project, or work package.

From the Review Contracts Awarded to Commissioning Agents task, you can:

• Review the contracts associated with action items with the Action Type CX - CONTRACTS AWARDED and that have a document attached. See Reviewing Contracts Awarded to Commissioning Agents.
• Use a wizard to add new actions for contracts awarded to commissioning agents and attach a document. See Adding Actions with Documents Attached.
• Update information for documentation action items. See Editing Information for Documentation Action Items.
• Export the Contracts Awarded to Commissioning Agents actions showing in the Contracts Awarded pane to Excel (by clicking XLS), or to a Word document (by clicking DOC).

Reviewing Contracts Awarded to Commissioning Agents

By default, the Review Contracts Awarded to Commissioning Agents task shows actions for commissioning projects that have an Action Type of CX - Contracts Awarded and that have a document attached. From this task, you can view documents, such as commissioning agent contracts and letters of intent, that have been added to these contract document actions.

To review contracts awarded to commissioning agents:

1. Select the Design / Review Contracts Awarded to Commissioning Agents task.
2. The Select Commissioning Project pane shows projects with the Project Type Commissioning. The Review Contracts Awarded pane shows actions with the Action Type: CX -CONTRACTS AWARDED.
3. To see awarded contracts for a particular project, select the project from the list. If the project has a CX-CONTRACTS AWARDED action type with a document attached, those actions show in the Review Contracts Awarded pane.
4. In the Review Contracts Awarded pane, select the name of the document in the Document Column.
5. Select to open the document or to save it to your computer.