At the Project level, the Owner Contract is available to edit and sign only when the Project is in the Pending status.

Once the project is moved to In Progress, a signed copy can be imported into Project Documents>Contracts>Owner Contracts.

The Owner Contract module will be available once projects are moved from the Bidding Status to the Pending Status. (New Owner Contracts Released 9/5/2023 - Projects that were already in Pending at the time of update will have new Contracts as long as no contract had been selected previously).

Click Commitments>Owner Contracts to begin.

From the Owner Contract page you will enter or update the important Project Details found in the Green box below.

This information will automatically populate into the Owner contract in their designated locations. The required information includes:

Start and End Dates – If you enter start and end dates, the number of Days to Substantial Completion will calculate the number of days. If you do not know the exact end date, you can also enter the number of Days to Substantial Completion and it will back calculate the end date for you.

Agreement Date – this is the date you believe the contract will be signed

Print Date – will assist with keeping track of any versions you may send or print out.

Material and Work Retainage Rates – the retainage rates that are entered in the contract will automatically be used for Owner Billing retainage calculations.

Substantial Completion – This is the number of Calendar days the project is expected to take. It is tied directly to the Start and End Dates, so updating one will recalculate the other.

Click on the Alternate, Phases or Units buttons to add any additional items that were presented via the Proposal Package to the Owner, to the contracts. Place a check next to the items the Owner has accepted and those values will be added to the contract total.

For projects with two owners (Owner A & Owner B split contracts), each of these items should be assigned to either Owner A or Owner B in the Bidding phase. The items assigned to A or B will only appear to be checked and included when you are working on that Owner’s designated Contract. To change which Owner's contract you are preparing, use the owner A/B toggle on the top left of the contract page.

From here you can Import an Owner Contract that was signed outside the system. It will also appear in the Project Documents>Contracts>Owner Contract section.

Embedded Attachments must be PDF documents because they will be merged with the Owner Contract it will print as one combined document.

Linked Attachments will be shown in the contract with a clickable blue Hyperlink that will open the linked files from the document. These links will show beneath the Signature page preceding any Embedded Attachments. Documents with other file types (besides PDF) can be included with the contract using this method.

After file Upload, use the sort icon to reorder attachments from the Attachment view screen. These will be listed or appended to the contract in the selected order.

Click on the contract you would like to use to open the document Preview. The version selected will be highlighted in light red and will show as being a Draft when you have worked on it. Click Edit once more to work within the text of the Contract’s Sections.

Sections

Contract Sections will pull in the project specific information such as the General Notes/Scope of Work and Exclusions and Qualifications that were prepared for the Owner Proposal.

To add sections simply Drag & Drop, then use the Sort icon or Up/Down Arrow tools to rearrange sections easily. Use the Trash Can to delete unwanted sections.

System provided sections can always be added back if they are deleted or restored to the Administration Default. Click the Edit (Pencil/Paper icon) to open the interior of sections to update free text.

HINT: Sections that cannot be edited from the contract area will appear in grey. To make changes to those sections you will need to return to the source and edit from there. Instructions are included to guide you to the proper locations. Planroom can be accessed in any phase, but changes to Notes & Scope of Work or Exclusions and Qualifications will need to be made in Bidding phase. You can return to Bidding to make corrections from the Project Dashboard (click on the phase name in upper right) or from the Project list, click on the project ellipses.

Edit within a Section

Click on the edit icon to open the sections you wish to edit. You can type and format free text and bring in any automated Date Fields you would like to populate into the finished sections. You can scroll to locate the fields or use the search box to narrow down the sections, then Drag & Drop items into the text fields. These items appear with a light blue background once placed. They can be moved with the sort icon that appears on the upper left upon hover.

IMPORTANT NOTE: Please be aware that not all formatting and word processing options will work when copied and pasted between programs such as MS Word or Google docs and RedTeam Go's text editing fields. Malfunctions are typically the result of hidden code that pastes in but is not recognized or compatible. If you experience difficulty with formatting, best practice is to clear the formatting from the pasted text and use the formatting options within the text editor for better results.

Can I use a field more than once? Absolutely! The available list on left will remain the same.

Can I delete fields? Yes! You can delete an item from the editing field without worry; these remain on the data field list so you can always add them back in the desired location.

Why do I have to click Save here? Unlike other areas of the program which include dynamic save, the changes made in these text editors will not be saved to the cloud until you click Save to commit it as a change. It is always a good idea to click Save occasionally as you work so nothing is lost if you are called away from your computer or the browser window is inadvertently closed prior to saving.

Can I Undo a mistake I made? Maybe. There is not an undo button to take you back one step in the text editors because you have not saved the content. If you realize you made a mistake you can click Cancel, but it will remove any changes you made since you began editing that Section. You also have the option to reset the section to Default if you just want the section to return to the original text and start again.

The Owner Contract can be Signed & Sent by the GC or you can Request Signature from the Owner first. This can be done from either the Document Preview or Sections view. For either choice, the Checklist will appear to make certain no important information has been left out.

If all information is correct you can click Proceed to Sign to execute the electronic signature.

Click to Electronically Sign the contract

Enter Name and Title to Activate the Agree and Sign button

This will apply the signature block and with Download option.

Signing will automatically send an email notification to the owner with Magic Link included, so they can review and Sign the contract without logging into the system.

NOTE: Only the Official project owner will be sent the contract with Signature rights. Any other party that is copied on the Signature Request email will only be able to review, not sign.

If you Sign & Send and the owner requests language changes or you need to make a correction, an Administrator will be able to unsign so the contract can be unlocked and edited.

Request Signature

If you wish to allow the Owner to review the contract prior to signing, you can send the request signature link, which will still send the Magic Link to the Owner to Review. If they wish to sign at that time they will have the link or they can communicate back if they wish to discuss or request any edits be made. Clicking the link will open the same review and signature modal as the GCs.

E-signatures, or electronic signatures, are digital substitutes for handwritten signatures, used to confirm consent or approval on electronic documents or forms. E-signatures are generally accepted throughout the USA. The Electronic Signatures in Global and National Commerce Act (E-SIGN Act) of 2000 established that electronic signatures and electronic records are just as valid as their paper counterparts.

For e-signatures to be legally valid under the E-SIGN Act in the USA, several criteria must be met. First, both parties involved must consent to use electronic signatures; this consent can be implied through action or explicitly given. The e-signature process should also ensure the signer's intent to sign the document, meaning the electronic signing method should be attributable to the signer and clearly indicate their intention. Additionally all records pertaining to the signature process must be maintained by the e-signature provider. RedTeam maintains these records and ensures they can be accurately reproduced for all parties entitled to access them.