Get Quote and ORP Contract approved, and set up customer with the full ORP

• Provide customer with a quote using the ORP Pricing Tool in Kit Builder and a formal proposal using the ORP Proposal Template
• Confirm ORP pricing with the customer. If pricing needs to be adjusted (e.g., a rebate, guarantee or other incentives to the default pricing), you must have written approval from Sales Leaders, Finance, and Marketing
• Request Kits setup (allow 2 weeks for part numbers to be set up), confirm pricing and kit components, and send a copy of the quote click here
• Start the contracting process, once the customer approves the quote
• Submit Contract Generation Form (3-5 business days for contract generation). If there are guarantees included, please inform Marketing
• Submit the contract to the customer, allowing for time to negotiate as needed. If there are any concerns, guarantees and/or redlines, reach out to your RSM and work with Legal and Marketing as needed
• Execute agreement with customer. Once signed, send a scan for the agreement click here.  Title the scanned agreement with the naming convention as “[Customer Name]_ORP Full Service Agreement”
• Set up New Account, if applicable. Account number by calling Customer Service. 
• Place an order for the materials noted in the ORP Implementation Guide
• Fill out EnCompass Monitoring Setup Form. Expect to receive the shipment to you within 5 days and set up customer to receive successive shipments.  Reach out to EnCompassSupport@ecolab.com for any questions

Implement the full ORP

• Follow the ORP Implementation Guide, as the best practice for full ORP implementation
• Review the implementation process and estimated timeline with your Champion
• Have any customer accounts/POs ready and coordinate with marketing and Finance, as needed