In the 1.4 releases recently, we deployed three features in the contract management features of ClimateSuite:

- Initials and password for providers accepting the contract
- Aggregators ability to upload contracts for contract acceptance when enrolling on behalf of providers
- Contract Acceptance document and timestamp on view parcel

Initials and password for providers accepting the contract

We have implemented a feature for provider’s accepting contracts by requiring their initials and password.  By requiring the password, this feature ensures the user accepting the contract is the valid user for the parcels.  If there is an issue with the password, the user will be prompted with the error and will not be allowed to complete the parcel registration.  The initial feature increases the auditibability of the contract acceptance. 

Aggregators ability to upload contracts for contract acceptance when enrolling on behalf of providers

Aggregators can now complete the enrollment registration process on behalf of the provider by uploading a signed version of the contract to ClimateSuite.  This signed document will be stored and available on the view parcel feature of the system.  Allowing aggregators to complete the enrollment process enhances the customer support of their providers who are less Internet savvy. 

Every Parcel has to be associated with a contract. As a Project Owner Enrolling on behalf of the Provider, you cannot accept a contract digitally. You can select one or more than one Parcel in the grid below to associate with this Contract.

Upload Signed Copy Contract– Have the Provider sign the Aggregator contract and upload as a PDF into the system. Once uploaded, you can click on Submit to simply finish the process, or click Submit and Notify. This will finish the process as well as send a notification to the Provider that they have an Account set up and can now access the completed Parcels.

Digitally Accepted by Provider Contract– If the Aggregator requires the contract to be accepted by the Provider online, there are two steps/requirements.  Step 1:   If the Provider has never been notified of their ClimateSuite user account, a button will appear on the contract page to the right of the ‘Submit’ button called ‘Submit and Notify’.  Click this button and this will complete the parcel enrollment process for all selected parcels in the ‘Parcel Section’ and sends the new user account details to the Provider for system access.  Step 2:  The Aggregator will go to the Message Center Tab and send a message to the Provider to log in and complete Digital Acceptance of contracts.  When the provider logs in, they will see a list of all parcels (complete or incomplete) set up for them.  If the Provider has previously been notified of their account, no ‘Submit and Notify’ button will appear.  Aggregator should go to Step 2 and send the system message.

Contract Acceptance document and timestamp on view parcel

We have released the ability to view contract and contract acceptance details on the view parcel feature.  If the provider has accepted the contract, the original contract will be available for view/print-only, along with the date and time when the contract was accepted.  If the project owner or administrator uploaded the contract (per the previous enhancement in this blog), then the signed contract will be available for view/print-only, along with the date and time when the contract was uploaded. 

We will continue to look for ways to enhance the contract management function of the system.  If you have any suggestions or feedback, please contact us at support@climatesuite.com.

This entry was posted on Wednesday, August 12th, 2009 at 9:28 am and is filed under Administration, Enrollment. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.