Versions Compared

Old Version 12

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

compared with

New Version 13

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Round Rectangle
bgcolor#e6f2ff

The Professional Services Amendment Process allows a professional services vendor to request an amendment to their existing approved commitment. The General Contract Change Order process combines previously approved Change Order Requests into a formal Contract Change Order for final approval.

Composition Setup
 

 

 

Deck of Cards
id6.02 Deck)
Card
labelSummary
  • This process is started by the Project Manager.
  • Other actors such as the Program Manager review the process.
Card
labelProcess Map

 

 

Card
labelStep Descriptions

Toggle Cloak
1. Start

Cloak
  • Started by the Project Manager who fills out the required fields and attaches the associated COR Processes that are to be combined into a single Change Order. When finished the Project Manager takes the Submit action.
  • The next step is Time Only?

Toggle Cloak
2. Time Only? (Decisional Step)

Cloak
  • The "Is this a Time Only request" field is evaluated to determine if this is a Time Only request.
  • If True (Yes) the next step is Change Order M.M
  • If False (No) the next step is Sum of Attached PCOs.

Toggle Cloak
3. Change Order M.M

Cloak
  • This is a e-Builder Mail Merge step that produces the Change Order document from the Change Order template.
  • The next step is Initiator Review.

Toggle Cloak
4. Sum of Attached PCOs

Cloak
  • This is an e-Builder step in which custom code sums the attached PCOs.
  • The next step is Success?

Toggle Cloak
5. Success (Decisional Step)

Cloak
  • The Success field is evaluated to determine successful execution of Step 4.
  • If True (Yes) the next step is Change Order M.M.
  • If False (No) the next step is Initiator Resubmit.

 

Toggle Cloak
6. Initiator Resubmit

Cloak
  • The Process Initiator reads the comments and reviews the process fields, updates as necessary and takes the Resubmit action.
  • The next step is Sum of Attached PCOs.

Toggle Cloak
7. Initiator Review

Cloak
The Process Initiator (Project Manager) reviews the process fields and the auto generated mail merge document and has the option to select one of the following actions, Reviewed A/E, Reviewed - Vend, Redo Mail Merge.
If Reviewed A/E is chosen the next step is A/E Signatures.
If Reviewed - Vend is chosen the next step is Vendor Signature.
If Redo Mail Merge is chosen the next step is Time Only?

Toggle Cloak
8. A/E Signatures

Cloak
  • The Lead A/E reads the comments, reviews the process fields and takes the Approve action.
  • The next step is Vendor Signature.

Toggle Cloak
9. Vendor Signature

Cloak
  • The Vendor (Contractor or Consultant) reads the comments, reviews the process fields and takes the Approve action.
  • The next step is PM Signature.

Toggle Cloak
10. PM Signature

Cloak
  • The PM reads the comments, reviews the process and takes the Approve action.
  • The next step is Program Manager Review.

Toggle Cloak
11. Program Manager Review

Cloak
  • The Program Manager reads the comments, reviews the process fields and has the option to take the Approve or Modify CO actions.
  • If Approve is chosen the next step is Program Director Review.
  • If Modify CO is chosen the next step is Initiator Review.

Toggle Cloak
12. Program Director Review

Cloak
  • The Program Director reads the comments, reviews the process fields and takes the Approve action.
  • The next step is Campus Construction Review.

Toggle Cloak
13. Campus Construction Review

Cloak
  • The Campus Construction Director reads the comments, reviews the process fields and has the option to take either the Approve or Modify CO action.
  • If Approve is chosen the next step is >=$1M?
  • If Modify CO is taken the next step is Initiator Review.

Toggle Cloak
14. >=$1M (Decisional Step)

Cloak
  • The data field Change Amount is evaluated to determine if the chance is greater than or equal to $1M.
  • If True (Yes) the next step is EVPT Review.
  • If False (No) the next step is SAP C.O. Hold Step.

Toggle Cloak
15. EVPT Review

Cloak
  • The EVPT Office reads the comments, reviews the process fields and has the option to take the Approve or Modify CO action.
  • If Approve is chosen the next step is SAP C.O. Hold Step
  • If Modify is chosen the next step is Campus Construction Review.

Toggle Cloak
16. SAP C.O. Hold Step

Cloak
  • The eB Admin holds the process fields and waits for the SAP Integration to pick up and automatically move the process forward.
  • When complete the next step is Compl PCOs on Hold.

Toggle Cloak
17. Compl PCOs on Hold

Cloak
  • eBuilder runs custom code to to complete the PCO's.
  • The next step is Success?.

Toggle Cloak
18. Success? (Decisional Step)

Cloak
  • eBuilder evaluate the data field Passed Approval for a true condition.
  • If True the next step is Finish.
  • If False the next step is Initiator Resubmit.

Toggle Cloak
19. Initiator Resubmit

Cloak
  • The Process Initiator reads the comments, reviews the process fields and and takes the Resubmit action.
  • The next step is Compl PCOs on Hold.

20. Finish