Defining the Terms

We use the word "Change" so much that it can get confusing easily. Here’s a quick guide to the terms used in the Homeowner Change Order process:

• Change Request - A request entered into the Change Log.
• Change Event - A tool in Blueprint used by procurement to adjust cost (Homebound's cost) or price (homeowner price) in the budget.
• Change Order - A contractual change to the original agreement with the Homeowner, usually affecting the price.

How this flow works:

1. Create Change Request

After CX and the client discuss a change in scope, schedule, or price, CX creates a "Change Request." The request goes through an initial review, with the Director of ConOps, the Designer, and the Purchasing Manager on the project receiving to-dos to review and mark as complete. Once the initial review is done, the request moves to an impact review, where CX obtains client confirmation, armed with information about the cost and schedule impact.

2. Create Change Event

Once CX receives the Client Confirmation, the Purchasing Agent will create a Homeowner Chargeable “Change Event.” This involves updating the costs, scope, and Homeowner price. For BOYL projects, the client price is shown on the OH&P line. The Change Event will then go through internal approvals. Once fully approved, the Purchasing Agent will mark their to-do as complete.

Note: Once the CE has been approved Internally the PandaDoc button will appear

3. Sign Contract

Blueprint will automatically create the contract in PandaDoc. CX will fill in any missing details and send it to the homeowner for their signature. After the homeowner signs, the Director of ConOps will also sign. Once all signatures are collected, the change event will be marked as Accepted and the project budget will be updated. CX will mark their to-do as complete.

Note: Anyone set up with the role of "Homeowner" in Blueprint under setting will be a signer on the Change Order in PandaDoc

4. Implement Change

After CX marks their to-do as complete, ConOps, Design, and Procurement receive to-dos to implement the change. ConOps updates the construction schedule, the Designer updates the lot finish schedule, and the Purchasing Agent sends out any purchase orders. Once all to-dos are completed, the change request is complete.