Change Order Request Form

Change Order Request Form

Utilize this Document whenever the project scope changes after signing agreements to start the change order process.
How to use this form.

First select who is initiating the form Sales or Operations.
- Sales initiates the form if the customer adds or deletes something from the project.
- Operations initiates the for if additional cost are discovered during the site survey or design & engineering.
If the projects price is changing the customer will be required to sign a new finance contract with the finance company and sign a new HIA (home improvement agreement) with us if the project was financed. If its a cash project the customer only needs to sign a new HIA.
Who is starting the process*

SalesOperations
Solar Educator*

First NameLast Name
Educator Email*
example@example.com
Area Director Email*
example@example.com
Project Manager Email*
Enter project managers email address or pm@constructsun.com
Customer Name*

First NameLast Name
Customer Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Describe system changes and the related cost.
Change Order Cost *
Enter the charge for the additional work needed.
Dealer Fees*
Enter dealer fee, if it's a cash project enter 1 as the dealer fee.
Change Order Cost + Dealer Fee.
Total "change order cost" to the customer with "dealer fees" ${changeOrder}.

This is the amount the contract will be increased by, or how much will be deducted from your commission depending on who's paying for the change order.
Who will be paying for the changes?

I will be paying out of my commission.The customer will be paying for the changes, we will need to redo the financing and HIA.
Original Contract Amount*
(Enter "New Contract", or "TBD" or " No Change if the salesperson is covering the cost")
New Contract Amount
Old Base PPW*
(Enter "New Battery Quantity", or "No Change")
New Base PPW*
(Enter "New PPW", or "TBD"
Once operations receive info on who's paying for this they perform the following:
- Start a change order in the finance portal.
- Request an updated Financing agreement if required.
- Notify sales that the updated finance docs were sent to the customer.
  - Review the finance agreement in the finance portal, if everything is good continue.
- Update the HIA (home improvement agreement) & send it to sales & HO.
- Notify sales that the new HIA was sent out.
Please Note: Once you sign the new HIA it will immediately be sent to your customer, so be sure that they know a change order is being made before you sign the contract.

When operations receives the newly signed HIA (Home Improvement Agreement) they perform the following.
- Upload the new HIA to the finance portal to complete the change order.
- Review the finance portal the next day to see if the change order was approved, and we have NTP.
Selecting 'Submit' will send this directly to operations.

Thank You
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