e-Builder Consultant Update


  1. Change e-Builder status to “Consultant Selection.”
  2. Complete and send Exposure Checklist form to Risk Management.
  3. Verify consultant's COVID protocol information.
  4. If design fee will not exceed $300,000 and no specialized skills are needed, select from consultant roster and go to Consultant Contracting.
  5. If fee exceeds $300,000, prepare Board of Trustees (BOT) action item to award design.
  6. If design fee exceeds $300,000 or highly specialized skills are needed, begin Request for Qualifications (RFQ) process.
  7. Update e-Builder to add consultants.
  8. Process consultant invoices as they are received.

Return to PW Procedures

Update e-Builder

Update e-Builder to add consultants.

  • Submit Request New User or Add Existing User Form to add consultant, project manager, and invoice account manager (Consultant-Finance) in e-Builder.
  • Provide e-Builder training with CPD-IT to consultant team if needed.