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Result or Product of this Process

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This process allows the professional services vendors to request an amendment to their existing approved commitment.

Composition Setup
 

The 06.03 - PSA, MDA or PO Release (PSA) process is used for the following:

  • Master Design Agreement (MDA) Release
  • Professional Services Amendment (Contract & Purchase Order Agreement)
  • Purchase Order Release by Phase (no change to contract)
Deck of Cards
idPSA
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idPSA
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labelSummary

This process can be started by a the vendor or the project manager.

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labelProcess Map
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The process is

started by the

Architect Lead who completes the required fields and takes the Submit action.
  • The next step is PSA Mail Merge.

    • 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
    labelStep DescriptionsSummary

    This process can be

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    1. Start

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    Card
    labelProcess Map

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    Card
    labelStep Descriptions

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    Start

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

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    Project Status Check

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    • The Project Status Check Conditionalchecks if the Project Status is not an Active one.
    • If True (Yes) the next step is Project Status is Incorrect
    • If False (No) the next step is MDA Release?

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    Project Status is Incorrect

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    • The Initiator holds the project in this step until the project status is updated to an Active one via a . Once the status is updated the I've run a PMUa action should be taken.
    • If the I've run a PMUa action is taken the next step is Project Status Check.

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    MDA Release?

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    • 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?

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    NTP?

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    • The NTP? Conditionalchecks if PS NTP was selected for the Type of Change field.
    • If True (Yes) the next step is PM Enters Prev Exec NTP
    • The initiator can upload the previous NTP and submit the step to the CAdmn Rev/Drft/New/Exec PS NTP step who will draft the new PS NTP send it back to the initiator for review and once accepted sent back to the contracts team who will send it out for signatures and then move it along to the program manager review step
    • The PM can choose to Void the process or, change the PSA Type on this step as well. A void goes to the finish step as voided. Change PSA Type sends the process back to the MDA Release? conditional step. This is helpful if the PM has mistakenly chosen an NTP change type but meant a PO CO, for example. This avoids having to start all over again. 
    • A program manager can review the NTP and submit the process or send it back for revisions to the initiator. If the Prgm Mgr sned it back for a revision to the initiator the project manager is notified.
    • False (No) the next step is PO Release?

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    PO Release?

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    • 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?

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    A/E Initiated?

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    • 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

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    PM Enters Release

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    • 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.

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    Program Manager Review MDA

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    • The Program Manager reviews the Master Design Agreement Release details

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    2. PSA Mail Merge (System Step)

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    • The e-Builder system creates a mail merge document using the PSA template and ads it to ...
    • The next step is Vendor Signs

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    3. Vendor Signs

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    • 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

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    4. Project Manager Review

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    • 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,

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    5. Initiator Revise

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    • 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.

     

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    6. Additional Funding? (Decisional Step)

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    • 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.

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    7. Program Manager Reviews

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    • 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.

     

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    8. Program Type Util? (Decisional Step)

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    • 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.

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    9. Director of Utilities Review

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    • 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.

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    10. Director of Projects Review

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    • 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.

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    11. DoF Procurement Review

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    • 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.

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    12. Campus Construction? (Decisional Step)

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    • 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?

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    13. SP&T Program (Decisional Step)

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    • 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.

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    14. VPF Strategic Sourcing Review

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    • 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 Vendor Signature
    • If Revise is chosen the next step is Initiator Revise .MDA

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    15. Projects Director ReviewContracts Group

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    • The Projects Director reads the comments and reviews the process fields and has the option to take an action to Submit or Revise 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 Contract <$10M 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.

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    16. Contract <$10M (Decisional Step)Initiator Revise MDA

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    • 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
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    • 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.

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    17. CC Director ReviewInitiator Reviews Release

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    • The Initiator Reviews Release step allows the Process Initiator to make changes and resubmit the process.
    • If Submit 
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    • 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.
    • Contracts Sends Release to Vendor

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    18. CC Director ExecutesContracts Sends Release to Vendor

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    • The CC Director reads the comments and reviews the process and has the option to take an action to Submit or Revise Contracts Sends Release to Vendor step allows the Contracts Admin to make send the release to the vendor.
    • If Submit is  is chosen the next step is Administrative Assistant Final Reviewis Vendor Signature.
    • If Revise is chosen the next step is Initiator ReviseReviews Release.

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    19. Contract <$100M (Decisional Step)Utilities PO?

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    • The Utilities PO? Conditional step allows the determines if the Program Type is Utilities
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    • The Cost Commitment/Contract Value is evaluated to see if it is < $100,000,000.
    • If True (Yes) the next step is Deputy EVP Executes Contract. Est Fin cont>$1M
    • If False (No) the next step is Deputy EVP Review. Campus Construction?

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    20. Deputy EVP Executes Contract Vendor Signature

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

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    21. Deputy EVP ReviewPO CO MM

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    • 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.

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    22. EVPT Office Executes

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    • 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.

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    23. OCP? (Decisional Step)

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    • 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?

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    24. Contract <$500K (Decisional Step)

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    • 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.

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    25. OCP Director Review

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    • 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.

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    26. OCP Director Executes

    • PO CO MM step is a mail merge automation step that completes the Phased Purchase Order Release mail merge document.
    • The next step is Contracts Reviews PO CO MM

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    Contracts Reviews the PO CO MM

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    • The Contracts Reviews the PO CO MM step allows the Contracts team to review the PO CO for accuracy
    • If Submit the next step is Init PO Threshold step 
    • If Revise the next step is initiator Revises PO Release step


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    Init PM Threshold

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    • The Init PM Threshold Conditionalchecks if the Change Amount of the PSA reaches the threshold that requires a Contract.
    • If True (Yes) the next step is PM Attaches Contract/Reviews POCO MM
    • If False (No) the next step is PM Reviews POCO MM

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    PM Attaches Contract/ Reviews POCO MM

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    • The Project Manager should attach the contract for the work of the PO that the PSA is modifying at this step.
    • If Submit is chosen the next step is PS for CC Director
    • If Redo PO CO MM is chosen the next step is PO CO MM

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    PM Reviews POCO MM

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    • The Project Manager reviews the POCO MM.
    • If Submit is chosen the next step is PS for CC Director
    • If Redo PO CO MM is chosen the next step is PO CO MM

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    OGC Counsel Reviews

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    • In this step the OGC Counsel reviews the information that has been entered to the process.
    • If Reviewed is chosen the next step is PM Review PSA - Manual Sig Req
    • If Revise is chosen the next step is Contracts Review PSA MM send from PM

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    Contracts Review PSA MM send from PM

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    • In this step the Contracts Group reviews the information that has been entered to the process.
    • If Submit is chosen the next step is PM Review PSA - Manual Sig Req
    • If Revise is chosen the next step is PM Review MM
    • If Send to OGC is chosen the next step is OGC Council Review

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    PM Review MM

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    • The Project Manager reviews the PSA Mail Merge.
    • If Submit is chosen the next step is Contracts Review PSA MM send from PM
    • If Redo MM is chosen the PSA MM is the next step
    • If Send to PO CO MM is chosen the next step is PO CO MM
    • If Void  is chosen the process goes to finish and is set to a status of Voided
    • if NTP, POCO or MDA is chosen the process goes back to the Project Status step which allows for the PM to have changed the PSA Type and route it to the correct stream in the workflow process 

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    PS for CC Director

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    • This automation step notifies the CC Director of the PO Release.
    • The next step is Program Manager reviews PO

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    PM Attaches Contract

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    • 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

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    Program Manager Reviews PO

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    • 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

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    OCP?

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    • 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

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    CC Director Approval

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    • 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

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    OCP Director Approval

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    • 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

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    Initiator Revise PO Release

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    • 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.

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    PSA Mail Merge

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    • 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

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    PSA MM (for A/E man

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    • 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

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    Project Manager Review

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    • 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

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    Contracts Group Review PSA

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    • 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

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    OGC Counsel Review

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    • 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

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    Vendor Signs

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    • 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

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    PM Review PSA - Manual Req

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    • 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.

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    Hold for Signed PSA

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    • 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?

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    Additional Funding?

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    • 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

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    Spawn Budget Change (03.03)

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

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    CRSP Admin Mgr. Hold

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

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    Program Manager Review

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    • 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

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    Initiator Revise PSA

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    • 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.

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    Campus Construction?

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    • 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?

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    OCP?

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    • 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?

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    CSM?

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    • 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?

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    Utilities Program?

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    • 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

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    FEG Program?

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    • 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

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    EstFinCon > $1M

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    • 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

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    SP&T Program?

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    • 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

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    EstFinCon> $500K

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    • 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

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    EstFinCon>$5m?

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    • 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

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    Est Fin cont> $1M

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    • 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

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    SPT Director Review

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

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    27. M&U?OCP Director Review

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    • The OCP Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
    • If Submit is chosen
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    • Multiple fields are evaluated to determine if this is an M&U Program.
    • If True the next step is Utilities Program? EstFinCon>$10M
    • If False Revise is chosen the next step is Campus Services? Initiator Revise 2

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    28. Utilities Program? (Decisional Step)CSM Director Review

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    • The M&U Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
    • If Submit is chosen
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    • Multiple fields are evaluated to determine if this is a Utilities program.
    • If True the next step is Contract <$100K EstFinCon>$10M
    • If False Revise is chosen the next step is SEG Program? Initiator Revise 2

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    29. Contract <100K (Decisional Step)FEG Director Review

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    • The SEG Director reviews the Process Details and the appropriate file in the Change Order Document Details section.
    • If Submit is chosen Cost Commitment.Current Contact Value is evaluated to determine if the value is < $100,000.If True the next step is Utilities Director Executes. EstFinCon>$10M
    • If False Revise is chosen the next step is Utilities Director Review. Initiator Revise 2

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    30. Utilities Director ExecutesReview

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    • The Utilities Director reads reviews the comments Process Details and reviews the process fields and has the option to take an action to Submit or Revisethe appropriate file in the Change Order Document Details section.
    • If Submit is chosen the next step is Administrative Assistant Final Review. EstFinCon>$10M
    • If Revise is chosen the next step is Initiator Revise .2

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    31. Utilities Director ReviewDir. Finance Execute

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    • 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
    • If Send CC Director is

     

    • 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 CC Director Review.

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    32. Contract <$5MEstFinCon>$10m

     
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    • The Cost Commitment.Current Contact Value is evaluated to determine if the value is < $500,000 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 M&U Director Executes. CC Director Review
    • If False (No) the next step is M&U Director Review. CC Director Execute

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    33. M&U Director ExecutesCC Director Review

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    • The M&U CC Director reads reviews the comments Process Details and reviews the process fields and has the option to take an action to Submit or Revisethe appropriate file in the Change Order Document Details section.
    • If Submit is chosen the next step is Administrative Assistant Final Review. EstFinCon>10<=100mil
    • If Revise is chosen the next step is Initiator Revise .2

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    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.

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    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

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    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.

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    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.

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    39. Contract <$100K (Decisional Step)

    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

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    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

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    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

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    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

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    EstFinCon>$10M

    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 Dir of Fin & Adm Review 2.
    • If False (No) the next step is Dir of Fin & Adm Review 1.

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    Dir of Fin & Adm Review 1

    Cloak
    • The Director of Finance and Administration reviews the Process Details and the appropriate file in the Change Order Document Details section.
    • If Submit is chosen the next step is VP, CSS Execute.
    • If Revise is chosen the next step is Initiator Revise 2.
    • If Send CC Director is chosen the next step is CC
    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.

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    40. O&M Director ExecutesDir of Fin & Adm Review 2

    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

    •  Director of Finance and Administration reviews the Process Details and the appropriate file in the Change Order Document Details section.
    • If Submit is chosen the next step is VP, CSS Review.
    • If Revise is chosen the next step is Initiator Revise 2.
    • If Send CC Director is chosen the next step is CC Director Review.

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    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
    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>. EstFinCon>10<=100mil
    • If Revise is chosen the next step is Contract <$5M. Initiator Revise 2

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    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.

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    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

     

     

     

     

     

     

     

     

    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

    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

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    VP Finance Execute

    Cloak
    • By taking the Approved action at this step the VP for Finance 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

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    EVPT Execute

    Cloak
    • By taking the Approved action at this step the 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

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    Initiator Revise 2

    Cloak
    • 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.

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    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

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    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, and send the executed documents to the vendor.
    • The next step is Finish.

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    Finish

    Cloak

    ...