This process can be started by the Project Coordinator, Project Manager, Administrative Assistant, OCP Planner, SPT Commissioning Lead, SPT Lead, VPF Strategic Sourcing.
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Process Map
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Actors and Acitons
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1. Initiation
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The Project Coordinator or Project Manager fills out the required fields and executes the Submit action.
The next step is PM Initiate Process?
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2. PM Initiate Process (Decisional Step)
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The PM Initiate Process? conditional step determines the path the process will take based on if the Data Field “Did the PM Initiate the Process?” has a value of “Yes”.
If the value is Yes the next step is Contract Required?
If the value is False the next step is PM Review?
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3. PM Review
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The PM reviews the process and verifies the Contract or PO being added to the project and chooses the Submit action.
The next step is Contract Required?
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4. Contract Required? (Decisional Step)
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Multiple fields are evaluated to determine the path that the process will take.
If True the next step is Construction?
If False the next step is Purch Req MM.
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5. Construction?
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Multiple fields are evaluated to determine the path the process will take.
If True the next step is eB Admin Updates CSI Codes.
If False the next step is DoF Procurement Reviews.
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6. eB Admin Uploads CSI Codes
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eB Admin runs the bid tabulation report and combines it with the process import template to do a quick upload into the processes to get the CSI and GL information on the commitment line item custom fields. Through the import the following Submit action is taken.
The next step is DoF Procurement Review.
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7. DoF Procurement Review
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DoF Procurement reviews the process and executes the Submit action.
The next step is Contract Admin Assembles Contract.
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8. Contract Admin Assembles Contract
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The Contact Admin reviews the process and uploads the assembled contract to be executed and has the option to take an acton to Submit or Revise.
If Submit is chosen the next step is Initiator Reviews Contract.
If Revise is chosen the next step is DoF Procurement Reviews.
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9. Initiator Reviews Contract
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The initiator reviews the contract and has the option to take an action to Submit or Revise.
If Submit is chosen the next step is DoF Procurement Releases Contract.
If Revise is chosen the next step is Contract Admin Assembles Contract.
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10. DoF Procurement Releases Contract
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DoF Procurement reviews the contract and has the option to take an action to Submit or Revise.
If Submit is chosen the next step is Vendor Executes Contract.
If Revise is chosen the next step is Contact Admin Assembles Contract.
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11. Vendor Executes Contract
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The Vendor reviews, signs and uploads the contract. The Vendor has the option to Submit or Revise. (Request Revision)
If Submit is chosen the next step is Vendor Signature Step.
If Revise is chosen the next step is DoF Procurement Releases Contract.
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12. Vendor Signature Step
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The Vendor Signature Step finalizes the vendor's electronic signature with DocuSign allowing for the next person to sign the document. A Code Complete action is automatically taken.
The next step is DoF Procurement Approves Contract.