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Deck of Cards
id4.05 Deck
Card
labelSummary

 This process is started by the Contractor.

Card
labelProcess Map

 

Card
labelStep Descriptions

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1. Initiation

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  • Contractor fills out the required fields, attaches the appropriate supporting documentation and takes the Submit action.
  • The next step is Project Manager Approves.

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2. Project Manager Approves

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  • The Project Manager reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is DoF Procurement Compiles Documents
  • If Revise is chosen the next step is Initiator Revise.

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3. Initiator Revise

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  • Initiator reviews the comments and revises the process and takes the Resubmit action.
  • The next step is Project Manager Approves.

 

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4. DoF Procurement Compiles Documents

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  • DoF Procurement reviews the process and attachments, compiles the LSW or Exhibit A document and attaches it to the process. DoF Procurement has the option to Submit or Revise.
  • If Submit is chosen the next step is Program Manager Review.
  • If Revise is chosen the next step is Project Manager Approves.

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5. Program Manager Review

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  • Program Manager reviews the process and supporting documentation and has the option to take the Submit or Revise action.
  • If Submit is chosen the next step is Vendor Executes.
  • If Revise is chosen the next step is Project Manager Approves.

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6. Vendor Executes

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  • The vendor reviews the LSW/Exhibit A document and has the option to Submit or Revise.
  • If Submit is chosen the next step is Vendor Signature Step.
  • If Revise is chosen the next step is Project Manager Approves.

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7. Vendor Signature Step

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  • Vendor Signature step finishes the electronic signature of the Vendor from DocuSign and takes a Code Complete action.
  • The next step is DoF Procurement Approves.

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8. DoF Procurement Approves

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  • DoF Procurement reviews the process and takes the Submit action.
  • The next step is Campus Construction.

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9. Campus Construction

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  • The Campus Construction conditional step determines the path the process takes based on the Program Type or if the contract is managed by a different program.
  • If True (Yes) the next step is Project Director Review.
  • If False (No) the next step is Utilities.

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10. Project Director Review

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  • Project Director reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract <$10M.
  • If Revise is chosen the next step is Project Manager Approves.

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11. Contract <$10M

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  • The Contract <$10M conditional statement determines if the projected contract value exceeds $10,000,000.
  • If True (Yes) the next step is CC Director Executes.
  • If False (No) the next step is VPF Procurement Review.

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12. CC Director Executes

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  • CC Director reviews the LSW/Exhibit A, execute if ready and take an action to Submit or Revise.
  • If Submit is chosen the next step is LSW/Exhibit A.
  • If Revise is chosen the next step is Project Manager Approves.

 

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13. VPF Procurement Review

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  • VPF Procurement reviews the process and takes an action to Submit or Revise.
  • If Submit is chosen the next step is CC Director Review.
  • If Revise is chosen the next step is Project Manager Approves.

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14. CC Director Review

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  • CC Director reviews the process and takes an action to Submit or Revise.
  • If Submit is chosen the next step is <$100m.
  • If Revise is chosen the next step is Project Manager Approves.

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15. Utilities?

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  • The Utilities conditional step determines the path the process takes based on the Program Type or if the contract is managed by a different program.
  • If True (Yes) the next step is Utilities Director Review.
  • If False (No) the next step is O&M Director Review.

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16. Utilities Director Review

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  • The Utilities Director reviews the process and takes an action to Submit or Revise.
  • If Submit is chosen the next step is Contract <$5M.
  • If Revise is chosen the next step is Project Manager Approves.

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17. O&M Director Review

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  • The O&M Director reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract <$5M.
  • If Revise is chosen the next step is Project Manager Approves.

 

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18. Contract <$5M?

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  • The Contract <$5M conditional step determines the path the process takes based on the Project Commitment Value being greater than or less than $5M.
  • If True (Yes) the next step is M&U Director Executes.
  • If False (No) the next step is VPF Procurement Review.

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19. M&U Director Executes

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  • The M&U Director reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is LSW/Exhibit A Signature.
  • If Revise is chosen the next step is Project Manager Approves.

 

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20. VPF Procurement Review

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  • The VPF Procurement reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is VPF Procurement Review.
  • If Revise is chosen the next step is Project Manager Approves.

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21. M&U Director Review

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  • The M&U Director reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract <$100m.
  • If Revise is chosen the next step is Project Manager Approves.