Versions Compared

Old Version 18

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

Saved on

compared with

New Version Current

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

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Migration of unmigrated content due to installation of a new plugin

...

Round Rectangle
bgcolor#e6f2ff

This process allows the professional services vendors to request an amendment to their existing approved commitment. Following approvals, the process generates a signed amendment documentis used to submit, review and approve the following: Amendments to Commitments (Contracts) & Purchase Orders issues to Professional Services vendors (A/E, Designers, Consultants), Master Design Agreement Release Change Orders, and Phased Purchase Order Releases (under and executed design contract).

Composition Setup
 
Deck of Cards
idPSA
Card
labelSummary

This process can be started by the A/E Lead, Administrative Assistant, CC Planner, Consultant, Contractor, OCP Planner, Project Manager and SPT Lead.

This process is used to submit, review and approve the following: Amendments to Commitments (Contracts) & Purchase Orders issues to Professional Services vendors (A/E, Designers, Consultants), Master Design Agreement Release Change Orders, and Phased Purchase Order Releases (under and executed design contract).

Card
labelProcess Map

Card
labelStep Descriptions

Toggle Cloak
Start

Cloak
  • The Process Initiator fills out the required fields and chooses to submit.
  • The next step is MDA Release?

Toggle Cloak
MDA Release? Conditional

Cloak
  • The MDA Release? Conditionalchecks if Master Design Agreement (MDA) Change Order was selected for the Type of Change field.
  • If True (Yes) the next step is PM Enters Release
  • If False (No) the next step is PO Release?

Toggle Cloak
PO Release? Conditional

Cloak
  • The PO Release? Conditional checks if Master Design Agreement (MDA) Change Order was selected for the Type of Change field.
  • If True (Yes) the next step is PO CO MM
  • If False (No) the next step is A/E Initiated?

Toggle Cloak
A/E Initiated? Conditional

Cloak
  • The A/E Initiated? Conditional checks if the role of the Process Initiator was A/E Lead or Consultant.
  • If True (Yes) the next step is PSA Mail Merge
  • If False (No) the next step is PSA MM (for A/E man

Toggle Cloak
PM Enters Release

Cloak
  • The Project Manager adds the appropriate release from the 05.02.05 MDA Release(s) folder of project 11112, and fills out any required fields.
  • If Submit is chosen the next step is Program Manager Review MDA
  • If Revise is chosen the next step is Initiator Revise MDA
  • If Void is chosen the next step is Finish and the process is set to a Void status.

 

Toggle Cloak
Program Manager Review MDA

Cloak
  • The Program Manager reviews the Master Design Agreement Release details
  • If Submit is chosen the next step is Vendor Signature
  • If Revise is chosen the next step is Initiator Revise MDA

Toggle Cloak
Contracts Group

Cloak
  • The Contract Admin reviews the Master Design Agreement Release details, makes any changes and if necessary re-uploads the document in the PSA/MDA for Signature field.
  • If Submit is chosen the next step is Program Manager Review MDA
  • If Revise is chosen the next step is Initiator Revise MDA
  • If Void is chosen the next step is Finish and the process is set to a Void status.

Toggle Cloak
Initiator Revise MDA

Cloak
  • The Initiator Revise MDA step allows the Process Initiator to make changes and resubmit the process.
  • If Resubmit is chosen the next step is MDA Release
  • If Void is chosen the next step is Finish and the process is set to a Void status.

Toggle Cloak
 Vendor Signature

Cloak
  • The Consultant, A/E Lead and/or the Project Manager takes the appropriate action to sign the document.
  • If Submit is chosen the next step is Program Manager Review MDA
  • If Revise is chosen the next step is Initiator Revise MDA

Toggle Cloak
PO CO MM

Cloak
  • The PO CO MM step is a mail merge automation step that completes the Phased Purchase Order Release mail merge document.
  • The next step is PM Attaches Contract

Toggle Cloak
PM Attaches Contract

Cloak
  • The Project Manager attaches a copy of the vendor executed contract, and fills out the PM Description of Change (Internal Only) field if necessary.
  • The next step is Program Manager Reviews PO

Toggle Cloak
Program Manager Reviews PO

Cloak
  • The Program Manager reviews the Phased Purchase Order Release details.
  • If Reviewed is chosen the next step is OCP?
  • If Revise is chosen the next step is Initiator Revise PO Release

Toggle Cloak
OCP? Conditional

Cloak
  • The OCP? Conditional checks if the Program Type of the project is OCP
  • If True (Yes) the next step is OCP Director Approval
  • If False (No) the next step is CC Director Approval

Toggle Cloak
CC Director Approval

Cloak
  • The CC Director takes the appropriate action to approve the document.
  • If Submit is chosen the next step is SAP Hold Step
  • If Revise is chosen the next step is Initiator Revise PO Release

Toggle Cloak
OCP Director Approval

Cloak
  • The OCP Director takes the appropriate action to approve the document.
  • If Submit is chosen the next step is SAP Hold Step
  • If Revise is chosen the next step is Initiator Revise PO Release

Toggle Cloak
Initiator Revise PO Release

Cloak
  • The Initiator Revise PO Release step allows the Process Initiator to make changes and resubmit the process.
  • If Resubmit is chosen the next step is MDA Release
  • If Void is chosen the next step is Finish and the process is set to a Void status.

Toggle Cloak
PSA Mail Merge

Cloak
  • The PSA Mail Merge step is a mail merge automation step that completes the Standard PSA mail merge document.
  • The next step is Project Manager Review

Toggle Cloak
PSA MM (for A/E man

Cloak
  • The PSA MM (for A/E man step is a mail merge automation step that completes the Standard PSA mail merge document to be sent to the A/E Lead or Consultant for a manual signature.
  • The next step is PM Attaches Contract

Toggle Cloak
Project Manager Review

Cloak
  • The Project Manager reviews the PSA Details and fills out all required fields.
  • If Submit is chosen the next step is Contracts Group Review PSA
  • If Revise is chosen the next step is Initiator Revise PSA

Toggle Cloak
Contracts Group Review PSA

Cloak
  • The Contract Admin and Contract Admin Manager review the PSA Details and determine whether or not it meets the requirements for OGC Counsel Review.
  • If Reviewed is chosen the next step is Vendor Signs
  • If Send to OGC is chosen the next step is OGC Counsel Review
  • If Revise is chosen the next step is Initiator Revise PSA

Toggle Cloak
OGC Counsel Review

Cloak
  • The DOF General Counsel reviews the PSA Details.
  • If Reviewed is chosen the next step is Vendor Signs
  • If Revise is chosen the next step is Contracts Group Review PSA

Toggle Cloak
Vendor Signs

Cloak
  • The Process Initiator takes the appropriate action to sign the document.
  • If Submit is chosen the next step is Additional Funding?
  • If Revise is chosen the next step is Initiator Revise PSA

Toggle Cloak
PM Review PSA - Manual Req

Cloak
  • The Project Manager fills out all required fields and sends the PSA Document to the Vendor for a manual signature.
  • If Submit is chosen the next step is Hold for Signed PSA
  • If Revise is chosen the next step is Initiator Revise PSA
  • If Void is chosen the next step is Finish and the process is set to a Void status.

Toggle Cloak
Hold for Signed PSA

Cloak
  • The Project Manager and Contract Admin until they receive back the vendor manually signed PSA document and upload it to the process.
  • The next step is Additional Funding?

Toggle Cloak
Additional Funding? Conditional

Cloak
  • The Additional Funding? Conditional checks if Yes was selected for the Additional Project Funding? field.
  • If True (Yes) the next step is Spawn Budget Change (03.03)
  • If False (No) the next step is Program Manager Review

Toggle Cloak
Spawn Budget Change (03.03)

Cloak
  • This step spawns a 03.03 - Contingency Request / True-Up Form / Additional Funding Request (BCHNG) process.
  • The next step is CRSP Admin Mgr. Hold

Toggle Cloak
CRSP Admin Mgr. Hold

Cloak
  • The CRSP Admin holds the process in this step until
 additional
  • additional funding has been applied to the project in both e-Builder and SAP.
  • The next step is Program Manager Review

Toggle Cloak
Program Manager Review

Cloak
  • The Program Manager reviews the vendor signed document in the PSA/MDA for Signature field.
  • If Submit is chosen the next step is Campus Construction?
  • If Revise is chosen the next step is Initiator Revise PSA

Toggle Cloak
Initiator Revise PSA

Cloak
  • The Initiator Revise PSA step allows the Process Initiator to make changes and resubmit the process.
  • If Resubmit is chosen the next step is MDA Release
  • If Void is chosen the next step is Finish and the process is set to a Void status.

Toggle Cloak
Campus Construction? Conditional

Cloak
  • The Campus Construction? Conditional checks if the Program Type of the project is Academic, Campus Services, Capital Group, Special, System Performance & Turn-over, or Systems Renewal
  • If True (Yes) the next step is SP&T Program?
  • If False (No) the next step is OCP?

Toggle Cloak
OCP? Conditional

Cloak
  • The OCP? Conditional checks if the Program Type of the project is OCP
  • If True (Yes) the next step is EstFinCon> $500K
  • If False (No) the next step is CSM?

Toggle Cloak
CSM? Conditional

Cloak
  • The CSM? Conditional checks if the Program Type of the project is CSG or R&M
  • If True (Yes) the next step is EstFinCon> $5m?
  • If False (No) the next step is Utilities Program?

Toggle Cloak
Utilities Program?

Cloak
  • The Utilities Program? Conditional checks if the Program Type of the project is CUP - OPS or Utilities
  • If True (Yes) the next step is Est Fin Cont>$1M
  • If False (No) the next step is FEG Program

Toggle Cloak
FEG Program? Conditional

Cloak
  • The FEG Program? Conditional checks if the Program Type of the project is Energy or SEG
  • If True (Yes) the next step is FEG Director Review
  • If False (No) the next step is EstFinCon >$1M

Toggle Cloak
EstFinCon > $1M Conditional

Cloak
  • The EstFinCon > $1M Conditional checks if >$1,000,000<=$5,000,000, >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is EstFinCon>$10M
  • If False (No) the next step is Dir. Finance Execute

Toggle Cloak
SP&T Program? Conditional

Cloak
  • The SP&T Program? Conditional checks if the Program Type of the project is System Performance & Turn-over
  • If True (Yes) the next step is SPT Director Review
  • If False (No) the next step is EstFinCon >$10m

Toggle Cloak
EstFinCon> $500K Conditional

Cloak
  • The EstFinCon> $500K Conditional checks if >$500,000<=$1,000,000, >$1,000,000<=$5,000,000, >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is OCP Director Review
  • If False (No) the next step is OCP Director Execute

Toggle Cloak
EstFinCon>$5m? Conditional

Cloak
  • The EstFinCon>$5m? Conditional checks if >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is CSM Director Review
  • If False (No) the next step is CSM Director Execute

Toggle Cloak
Est Fin cont> $1M Conditional

Cloak
  • The Est Fin cont> $1M Conditional checks if >$1,000,000<=$5,000,000, >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is Utilities Director Review
  • If False (No) the next step is Utilities Director Execute

Toggle Cloak
SPT Director Review

Cloak
  • The SPT Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>$10M
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
OCP Director Review

Cloak
  • The OCP Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>$10M
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
CSM Director Review

Cloak
  • The M&U Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>$10M
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
FEG Director Review

Cloak
  • The SEG Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>$10M
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
Utilities Director Review

Cloak
  • The Utilities Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>$10M
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
Dir. Finance Execute

Cloak
  • By taking the Approved action at this step the Director of Finance and Administration is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
EstFinCon>$10m Conditional

Cloak
  • The EstFinCon>$10m Conditional checks if >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is CC Director Review
  • If False (No) the next step is CC Director Execute

Toggle Cloak
CC Director Review

Cloak
  • The CC Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>10<=100mil
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
CC Director Execute

Cloak
  • By taking the Approved action at this step the CC Director is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
OCP Director Execute

Cloak
  • By taking the Approved action at this step the OCP Director is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
CSM Director Execute

Cloak
  • By taking the Approved action at this step the M&U Director is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
Utilitites Director Execute

Cloak
  • By taking the Approved action at this step the Utilities Director is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
EstFinCon>$10M Conditional

Cloak
  • The EstFinCon>$10M Conditional checks if >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is VP, CSS Review
  • If False (No) the next step is VP, CSS Execute

Toggle Cloak
VP, CSS Review

Cloak
  • The VP for Campus Services and Stewardship reviews the Process Details and the appropriate file in the Change Order Document Details section.
  • If Submit is chosen the next step is EstFinCon>10<=100mil
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
VP, CSS Execute

Cloak
  • By taking the Approved action at this step the Deputy EVP is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
EstFinCon>10<=100mil Conditional

Cloak
  • The EstFinCon>10<=100mil Conditional checks if >$10,000,000<=$100,000,000 was selected for the Estimated Final Contract Amount field.
  • If True (Yes) the next step is VP Finance Execute
  • If False (No) the next step is EVPT Execute

Toggle Cloak
VP Finance Execute

Cloak
  • By taking the Approved action at this step the Director of VP for Finance and Administrationis Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
EVPT Execute

Cloak
  • By taking the Approved action at this step the Director of Finance and Administration EVP&T Office is Approving the process.
  • If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
  • If Revise is chosen the next step is Initiator Revise 2

Toggle Cloak
Initiator Revise 2

Cloak

 

Toggle Cloak
Amendment Signature

  • The Initiator Revise 2 step allows the Process Initiator to make changes and resubmit the process.
  • If Resubmit is chosen the next step is MDA Release
  • If Void is chosen the next step is Finish and the process is set to a Void status.

Toggle Cloak
Amendment Signature

Cloak

  • The Amendment Signature step is a e-Signature File Download automation step that completes the Docusign envelope.

  • The next step is SAP Hold Step

Cloak
 

Toggle Cloak
SAP Hold Step

Cloak
  • Hold step for SAP Processing.
  • Once processed the next step is the PO MM step.
 

Toggle Cloak
PO MM

Cloak
  • The PO MM step is a mail merge automation step that completes the PSA PO CO MM mail merge document.
  • The next step is Project Manager Review

Toggle Cloak
AA/Contracts Sends Exec-PSA to Vendor

Cloak
  • The Administrative Assistant and Contract Admin should review the documents attached to the process, send the executed documents to the vendor and record the date that the executed documents were sent.
  • The next step is Finish.
 

Toggle Cloak
Finish

Cloak

 

Toggle Cloak

Cloak

 

Toggle Cloak

Cloak

 

Toggle Cloak
3. Vendor Signs
Cloak
  • The vendor reviews the generated mail merge document and has the option to take action to Submit or Revise
  • If Submit is chosen the next step is Project Manager Review
  • If Revise is chosen the next step is Initiator Revise

Toggle Cloak
4. Project Manager Review

Cloak
  • The Project Manager reviews the process, adds comments if necessary and takes one of the following actions, Submit, Revise or Void
  • If Submit is chosen the next step is Financial Analyst Adjusts Funding
  • If Revise is chosen the next step is Initiator Revise
  • If Void is chosen the next step is Finish,

Toggle Cloak
5. Initiator Revise

Cloak
  • The Project Manager reads the comments and reviews the process fields and updates as necessary, then takes the Resubmit action.
  • The next step is Project Manager Review.

 

Toggle Cloak
6. Additional Funding? (Decisional Step)

Cloak
  • The Additional Funding Required field is evaluated to determine if the value is Yes.
  • If the value is Yes (True) then the next step is Spawn Budget Change (03.03).
  • If the value is No (False) then the next step is Program Manager Reviews.

Toggle Cloak
7. Program Manager Reviews

Cloak
  • The Program Manager reads the comments, reviews the process fields and has the option to Submit or Revise.
  • If Submit is chosen the next step is
  • If Revise is chosen the next step is Initiator Revise.

 

Toggle Cloak
8. Program Type Util? (Decisional Step)

Cloak
  • This is a decisional step that evaluates the Project Type field to determine if this is a Util Program Type.
  • If True the next step is Director of Utilities Review.
  • If False the next step is Director of Projects Review.

Toggle Cloak
9. Director of Utilities Review

Cloak
  • The Director of Utilities reads the comments and reviews the process fields and has the option to choose between the actions Reviewed and Revise.
  • If Reviewed is chosen, the next step is DoF Procurement Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
10. Director of Projects Review

Cloak

 

  • The Director of Projects reads the comments and reviews the process fields and has the option to choose between the actions Reviewed and Revise.
  • If Reviewed is chosen, the next step is DoF Procurement Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
11. DoF Procurement Review

Cloak
  • The DoF Procurement reads the comments and reviews the process fields and chooses between actions to Submit or Revise.
  • If Submit is chosen the next step is Contract > $100M?
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
12. Campus Construction? (Decisional Step)

Cloak
  • Multiple process fields are evaluated to determine if this is a Campus Construction project and to determine the next step.
  • When True is evaluated the next step is SP&T Program.
  • When False is determined the next step is OCP?

Toggle Cloak
13. SP&T Program (Decisional Step)

Cloak
  • Multiple fields are evaluated to determine if this is an SP&T program and to determine the next step.
  • When True is evaluated the next step is VPF Strategic Sourcing Review.
  • When False is evaluated the next step is Projects Director Review.

Toggle Cloak
14. VPF Strategic Sourcing Review

Cloak
  • The VPF Strategic Sourcing reads the comments, reviews the process fields 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 Initiator Revise.

Toggle Cloak
15. Projects Director Review

Cloak
  • The Projects Director reads the comments and reviews the process fields 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 Initiator Revise.

Toggle Cloak
16. Contract <$10M (Decisional Step)

Cloak
  • The date field Project Type is evaluated to determine if it is "Capital Renewal".
  • If True the next step is CC Director Executes Contract.
  • If False the next step is CC Director Review.

Toggle Cloak
17. CC Director Review

Cloak
  • The CC Director reads the comments and reviews the process fields 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 Initiator Revise.

Toggle Cloak
18. CC Director Executes

Cloak
  • The CC Director reads the comments and reviews the process and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
19. Contract <$100M (Decisional Step)

Cloak
  • The Cost Commitment/Contract Value is evaluated to see if it is < $100,000,000.
  • If True the next step is Deputy EVP Executes Contract.
  • If False the next step is Deputy EVP Review.

Toggle Cloak
20. Deputy EVP Executes Contract

Cloak
  • The Deputy EVP Office reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
21. Deputy EVP Review

Cloak
  • The Deputy EVP Office will read the comments and review the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is EVPT Office Executes.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
22. EVPT Office Executes

Cloak
  • The OCP Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
23. OCP? (Decisional Step)

Cloak
  • Multiple fields are evaluated to determine if this is an OCP Program.
  • If True the next step is Contract <$500K.
  • If False the next step is M&U?

Toggle Cloak
24. Contract <$500K (Decisional Step)

Cloak
  • The cost commitment/current contract value field is evaluated to determine if it is <$500,000.
  • If True the next step is OCP Director Review.
  • If False the next step is OCP Director Executes.

Toggle Cloak
25. OCP Director Review

Cloak
  • The OCP Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract Value <$100M.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
26. OCP Director Executes

Cloak
  • The OCP Director reads the comments and reviews the process fields and has the option to take an action to Submit or to Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
27. M&U?

Cloak
  • Multiple fields are evaluated to determine if this is an M&U Program.
  • If True the next step is Utilities Program?
  • If False the next step is Campus Services?

Toggle Cloak
28. Utilities Program? (Decisional Step)

Cloak
  • Multiple fields are evaluated to determine if this is a Utilities program.
  • If True the next step is Contract <$100K
  • If False the next step is SEG Program?

Toggle Cloak
29. Contract <100K (Decisional Step)

Cloak
  • The Cost Commitment.Current Contact Value is evaluated to determine if the value is < $100,000.
  • If True the next step is Utilities Director Executes.
  • If False the next step is Utilities Director Review.

Toggle Cloak
30. Utilities Director Executes

Cloak
  • The Utilities Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
31. Utilities Director Review

Cloak

 

  • The Utilities Director reads the comments and reviews the process fields 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 Initiator Revise.

Toggle Cloak
32. Contract <$5M

Cloak

 

  • The Cost Commitment.Current Contact Value is evaluated to determine if the value is < $500,000.
  • If True the next step is M&U Director Executes.
  • If False the next step is M&U Director Review.

Toggle Cloak
33. M&U Director Executes

Cloak
  • The M&U Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
34. M&U Director Review

Cloak

 

  • The M&U Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract Value <$100M.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
35. SEG Program? (Decisional Step)

Cloak
  • Multiple fields are evaluated to determine if this is an SEG Program.
  • If True the next step is Contract <$100K
  • If False the next step is Contract <$100K

Toggle Cloak
36. Contract <$100K (Decisional Field)

Cloak
  • The CostCommitment.CurrentContractValue field is evaluated to determine if it is <$100K
  • If True the next step is SEG Director Executes.
  • If False the next step is SEG Director Review.

Toggle Cloak
37. SEG Director Executes

Cloak
  • The SEG Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
38. SEG Director Reviews

Cloak

 

  • The SEG Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract <$5M (step 30)
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
39. Contract <$100K (Decisional Step)

Cloak
  • The CostCommitment.CurrentContractValue field is evaluated to determine if it is <$100,000.
  • If True the next step is O&M Director Executes.
  • If False the next step is O&M Director Review.

Toggle Cloak
40. O&M Director Executes

Cloak
  • The O&M Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
41. O&M Director Review

Cloak

 

  • The O&M Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is <undocumented>.
  • If Revise is chosen the next step is Contract <$5M.

Toggle Cloak
42. Campus Services? (Decisional Step)

Cloak
  • The CustomProject.ProgramType field is evaluated to determine if this is a Campus Services Program.
  • If True the next step is Contract <$5m.
  • If False the next step is Contract <$10m.

Toggle Cloak
43. Contract <$5M (Decisional Step)

Cloak
  • The CostCommitment.CurrentContractValue field is evaluated to determine if the value is <$5M.
  • If True the next step is CS Director Executes.
  • If False the next step is CS Director Review.

Toggle Cloak
44. CS Director Executes

Cloak
  • The CS Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
45. CS Director Review

Cloak

 

  • The CS Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract Value <$100M.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
46. Contract <$10M (Decisional Step)

Cloak
  • The CostCommitment.CurrentContractValue field is evaluated to determine if the contact value is <$10,000,000.
  • If True the next step is IBO Director Executes.
  • If False the next step is IBO Director Review.

Toggle Cloak
47. IBO Director Executes

Cloak

 

  • The IBO Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Administrative Assistant Final Review.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
48. IBO Director Review

Cloak

 

  • The IBO Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise.
  • If Submit is chosen the next step is Contract Value <$100M.
  • If Revise is chosen the next step is Initiator Revise.

Toggle Cloak
49. Administrative Assistant Final Review

Cloak
  • The Administrative Assistant enters the change in SAP, completes the required process fields and executes the SAP Entry Completed action.
  • The next step is Finish.

50. Finish

 

 

 

 

 

 

...