Send a Quote for Committee Approval

Send a Quote for Committee Approval

The content of this article reflects the recommendations from industry experts. However, we encourage every customer to complete their own investigations into the requirements of their legislation with regard to quote approvals. 

Strata Managers may decide to send a Quote to the Committee for review and approval.

Since this capability is integrated with the Portal, it can help Strata Managers to save time and stay organised, especially if they are working on many different Jobs.

Submit a Quote for Committee Approval

Navigate to the Jobs page.

Select the relevant job from the list.

On the Work Summary page, click the "Request Approval" button.

Choose the Quotes you want to send for approval.

Enter a message for the Building Contacts.

Click "Next: Select Voters "

Select the Committee Members you wish to include.

To add a new voter, click the "+ Visitor contact" button.

Enter the person’s name and email address, then click "Add".

Note: Strata Managers can easily include all listed Committee Members by clicking the "Select All" link.

Click 'Next: Deciding voter' 

(Optional) Assign a Deciding Voter

Click "Send" to submit the request.

The selected Committee Members will receive an email notification with important Job details and a request that they vote for or against the Job proceeding by clicking a link that goes to the Voting page. Committee Members can send messages to the Strata Manager and discuss the Job on the Discussion Board of the Voting page. 

After the completion of the voting process, the voting results will be automatically exported into the Document Management System, under the 'Maintenance' category for record-keeping purposes. This document includes the details of the quotes, who voted for each quote, the discussion board messages, and the job history.

Strata Managers should contact us with any further questions regarding this process.