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The 06.02 - General Contract Change Order process combines previously approved Change Order Requests, generated using the 06.01 Letter or Release/ Change Order Request process, into a General Contract Change Order for final approval.

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id	6.02 Deck)

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label	Summary

This process

is usually started by the project manager, however it

can be started by the

contractor

CC Planner, Contractor, OCP Planner, Project Manager, and SPT Lead.

The process routes the GCCO for approval and signature by the appropriate parties based on dollar amount and program.

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label	Process Map

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label	Step Descriptions

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Start

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Started by the project manager or contractor who Project Manager, CC Planner, OCP Planner, SPT Lead, or Contractor who fills in the required fields and attaches the associated Change Order Requests that are to be combined into a single General Contract Change Order.
Be sure to add the Change Order Request properly. You must access the Filter Processes screen to select COR's to be processed. On screen instructions are provided in the process.
When finished the initiator takes the Submit action.
The next step is PM Review?

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PM Review

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This step is in the process so that a GCCO submitted by a conractor contractor is immediatley immediately reviewed by the project manager before being forwarded to others. (If the project manager started the process this may seem like a duplicate step.)
The Project Manager reviews the submission.
As part of this step project managers must update the Schedule module to reflect any changes including the substantial complettion completion date.
The Project Manger takes the Submit action to advance the process.
If revisions are needed, the project manager has the option to take the Revise action to return this process to the initiator for changes.
If the action NTP Rev/Appv is chosen the process moves to the Contracts Reviews, Drafts, Ex. a New NTP step.
Following the Submit action the next step is Project Budget Change?.

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Initiator ReviseContracts Reviews, Drafts,, Ex a New NTP

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This step

allows for changes to the original information submitted by the initiator prior to resubmission and reconsideration by the project manager

is contains all of the fields that the Start step contains plus 2 additional fields; New NTP and New Fully Executed NTP which contracts uses to engage with the PM and the vendor.
The Send to PM for Review Action is chosen then the contracts team has loaded a new NTP and is requesting that the project manager review, make edits or approve it.
If the action Fully Exec NTP action is chosen the process moves to the Project Budget Change? step.
If the action Revise action is chosen the process moves to the Initiator Revise step.

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Project Proj Budget Change (Decicional Step)?

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The e-Builder system determines if this is a project budget change Proj Budget Change? conditional checks if an answer was given that was not None for the Project Budget Change Type? field. If True (Yes (Budget Change) the next step is $0 Budget Change?. If False (No (Not a Budget Change) the next step is Time Only?.is Commitment Value Co

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$0 Change? (Decisional Step)

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The e-Builder system detemines if this is a $0 budget change? $0 Change? conditional checks if $0 Reallocation was selected for the Project Budget Change Type? field.
If True (Yes) the next step is Commitment Value Co
If False (NoIf Yes ($0 budget change) the next step is Spawn $0 Budget Change.If No (more than $0 budget change) the next step is Spawn Additional Fundingis Spawn PBAP.

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Conting or Reallo?

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The Conting or Reallo? conditional checks if $0 Reallocation or Reallocation was selected for the Project Budget Change Type? field. If True (Yes) the next step is Commitment Value Co If False (No) the next step is Spawn PBAP.

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Custom GCCO Number?

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The Custom GCCO Number? Conditional checks if the GC-CO No. field has a value. If True (Yes) the next step is Success? If False (No) the next step is Custom GCCO Number

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Custom GCCO Number

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The Custom GCCO Number automation step generates a Mail Merge document with the GCCO number entered by the initiator. The next step is PM Review Mail Merge.

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Spawn $0 Budget ChangePBAP

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The process $0 Budget Change03.01.a - Budget Approval Process is started and placed in the project manager's Project Managers Court.
The Projet Project Manager must complete the $0 Budget Change process 03.01.a - Budget Approval Process.
Following the Spawn $0 Budget Change PBAP step the process moves to the FinCRSP Admin Mgr. Analyst Hold for Completion step is started step.

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Spawn Additional FundingCRSP Admin Mgr. Hold

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The Contract Admin Manager reviews the process details and holds the process in this step until funding is applied. If Submit is chosen the next step is Sum of Attached CORs

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Sum of Attached CORs

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This is an Automation code step in which custom code sums the attached CORs. The next step is Success? The 03.03 - Contingency Request/True-Up Form/Additional Funding Request process is started and placed in the project manager's Court. The next step is Fin. Analyst Holds for Completion.

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Time Only? (Decisional Step)Success?

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The "Is this a Time Only request" field is evaluated to determine if this is a Time Only request. Success? conditional checks if true was entered for the Success? field as a part of the Sum of Attached CORs code step.
If True If True (Yes) the next step is GC Change Order M.Mis PM?
If False If False (No) the next step is Sum of Attached CORs.is PM Review

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Fin. Analyst Holds for CompletionPM?

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The PM? conditional checks if the process was submitted by someone with the Primary Role of Project Manager.
If True (Yes) the next step is Proj Budget Change?
If False (No) the next step is PM Review
The Financial Analyst holds the process until budget changes or additonal funding is resolved.
When resolved the Financial Analyst takes the Submit action.
The next step is Time Only?

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GC Change Order M.MAttach CORS

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

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The Project Manager is responsible attaching the missing CORs to the CORs tab of the process.
If Submit is chosen the next step is Sum of Attached CORs

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

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Success? (Decisional Step)

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If Redo Sum is chosen the next step is Initiator Revise. If Void is chosen the next step is Finish and the process is set to a Void status
The Success field is evaluated to determine successful execution of Step 4. If True (Yes) the next step is Commitment Value CO.. If False (No) the next step is Initiator Resubmit.

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Commitment Value COCo

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This is

a

an Automation code step that processes the Change Orders.
The next step is Success?

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Success?

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This is a code step that evaluates the success The Success? conditional checks if true was entered for the Passed Approval? field as a part of the Commitment Value CO Co code step. If successful True (Yes) the next step is is GC Change Order MM. (Mail Merge)M.M. If False (No) If unsuccessful the next step is Initiator ResubmitRevise.

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GC Change Order M.M. (Mail Merge)

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The GC Change Order mail merge This is an Automation code step that generates the General Contract Change Order document. The next step is PM Review Mail Merge.

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Initiator ResubmitPM Review Mail Merge

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The Process Initiator reads the comments and The Project Manager reviews the process fields, updates as necessary and takes the Resubmit action.details and the file in the Change Order Document field.
If DocuSign Submit is chosen the next step is Vendor Signature.
If Revise is chosen the next step is Initiator Revise.
If Take Offline is chosen the next step is Attach Vendor Signed COThe next step is Sum of Attached PCOs.

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PM Review Mail MergeVendor Signature

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The Project Manager reviews The Contractor reviews the process fields and the auto generated mail merge document and has the option to select either the Submit or Redo Mail Merge actions.details and the file in the Change Order Document field.
If DocuSign Submit is If Submit is chosen the next step is is Vendor Signature.
If Approve is chosen the step actor will be prompted to electronically sign the document, the next step is A/E Review Required?
If ReviseRedo Mail Merge is chosen the next step is Time Only?is Initiator Revise.

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Vendor SignatureSend a MM to a Vend

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The Vendor reads the comments, reviews the process fields and takes the Approve actionThis automation step sends the Mail Merge file to the contact of the Purchase Order that is being modified. The next step is Vendor Signature.is Attach Vendor Signed CO

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Attach Vendor Signature StSigned CO

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The process is in this step because the vendor is not in e-Builder. It is the responsibility of the Project Manager to send the file in the Change Order Document field to the vendor.
After you receive this signed document back from the vendor, remove the original document and attached this signed copy to the attach the Change Order Document field.
Once the file is Downloaded and Removed reattach the signed file file.
When submit is chosen the next step is
The Vendor Signature St is an e-Signature file download/automated step to download final signed e-Signature files.
The next step is A/E Review Required?

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A/E Review Required? (Decisional)

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If Yes (The A/E Review Required? conditional checks if Yes was selected for the A/E Review Required? field. If True (Yes Signature Required) the next step is is A/E Signature.If No (no A /E Signature RequiredIf False (No) the next step is PM is Program Manager Review.

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A/E Signature

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The The A/E Signature step is an e-Signature file download/automated step to download final signed e-Signature files.Lead reviews the process details and the file in the Change Order Document field.
If Submit is chosen the step actor will be prompted to electronically sign the document, the next step is Program Manager Review.
If Revise is chosen the The next step is PM ReviewRevise.

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PM Review Contract Signature

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The PM reads the comments, Project Manager reviews the process and takes the Approve action.contract signature and the file in the Change Order Document field.
If Submit is chosen the next step is Contracts Group Review.
If Initiator Revis is chosen the next step is Initiator Revise
If Submit is chosen the next step is A/E Signature.
If Vndrs Mnually Signed is chosen the The next step is Program Manager Review.

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Program Manager Review

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The Program Manager reads the comments, reviews the process details and the file in the Change Order Document field. If Submit is chosen the next step is Contracts Group Review. If Revise is chosen the next step is Initiator Revise.

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Contracts Group Review

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The Contract Admin 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.

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Program Director Review

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A series of decisional steps determines which program director approves. The appropriate Program Director reads the comments, reviews the process fields and takes the Approve action. The next step is Campus Construction Review.

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<10m? (Decisional Step)

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This is a decison step to determine signature authority and proper routing. If <10 million the next step is CC Director Executes. If >10 million the next step is CC Director Reviews.

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CC Director Executes

details and the file in the Change Order Document field.
If Submit is chosen the next step is Contracts Group Review.
If Revise is chosen the next step is Initiator Revise.

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Initiator Revise

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

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Time Only?

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The Time Only? conditional checks if Yes was selected for the Is this a Time Only request? field. If True (Yes) the next step is CC Director Execute TO. If False (No) the next step is prjConstr>10mil?

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Contin or Reallo?

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The Contin or Reallo? conditional checks if Contingency or Reallocation was selected for the Change Order Type field of the COR process. If True (Yes) the next step is CC Dir Reviews Conting or Realloc If False (No) the next step is prjConstr>10mil?

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CC Dir Reviews Conting or Realloc

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The CC Director reviews the process details and the file in the Change Order Document field.
If Send CSM is chosen the next step is CSM Director Execute.
If Send Utilities is chosen the next step is Utilities Director Execute.
If Send FEG is chosen the next step is FEG Director Review.
If Send Finance is chosen the next step is Dir Finance Execute.
If Send OCP is chosen the next step is OCP Director Execute.
If Revise is chosen the next step is PM Revise.
If Submit is chosen the next step is Compl CORs on Hold

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CC Director Execute TO

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The CC Director reviews the process details and the file in the Change Order Document field. If Approved is chosen the next step is All Signatures Step. If Revise to PM is chosen the next step is PM Review Mail Merge.

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prjConstr > 10mil?

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The prjConstr>10mil? conditional checks if the value of the Revised Value field is greater than $ 10,000,000
The Revised Value field is a sum of the Original Contract Value field, the Sum of Changes by Prior Change Orders field and the amount of the GCCO.
If True (Yes) the next step is PM Enters Bridge Doc Info.
If False (No) the next step is Campus Construction.

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PM Enters Bridge Doc Info

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The Project Manager reviews the process details and places a file into the Bridge Documents file field. When Submit is chosen the next step is Program Manager Review DOCS.

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Program Manager Review DOCS

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The Program Manager reviews the process details and the file in the Bridge Documents field. If Submit is chosen the next step is Contract>$10m? If Revise is chosen the next step is PM Revise.

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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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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 Contract>$10m?

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SP&T Director Review

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The SPT Director reviews the process details and the appropriate file in the Change Order Document field. If Submit is chosen the next step is EstFinCon>$10M If Revise is chosen the next step is PM Revise

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Contract>$10m?

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The Contract>$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

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CC Director Review

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The CC Director reviews the process details and the appropriate file in the Change Order Document field. If Submit is chosen the next step is Contract>$10m<$100m? If Revise is chosen the next step is PM Revise

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CC Director Execute

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The CC Director reviews the process details and the appropriate file in the Change Order Document field.
If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
If Revise is chosen the next step is PM Revise.
If Send Dir F&A is chosen the next step is Contract > $1mil.
If Send to OCP is chosen the next step is OCP Director Execute.

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Contract>$10m<$100m?

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The Contract>$10m<$100m? 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

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The VP for Finance reviews the process details and the appropriate file in the Change Order Document field. If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step. If Revise is chosen the next step is PM Revise.

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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 Contract> $500k? If False (No) the next step is CSM?

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Contract> $500k?

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The Contract> $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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OCP Director Review

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The OCP Director reviews the process details and the appropriate file in the Change Order Document field
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The Campus Construction Director reads the comments, reviews the process fields and has the option to take either the Submit or Revise action. If Submit is chosen the next step is CC Director Signs.Contract>$10m<$100m? If Revise is chosen the next step is PM Revise. If Send CC Director is chosen the next step is Contract>$10m?

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OCP Director Execute

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The OCP Director reviews the process details and the appropriate file in the Change Order Document field. If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step. If Revise is chosen the next step is PM Revise.

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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 Contract>$5M? If False (No) the next step is Utilities Program?

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Contract>$5M?

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The Contract>$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 Facilities Operations Review. If False (No) the next step is Facilities Operations Execute.

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Facilities Operations Review

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The Facilities Operations Director reviews the process details and the appropriate file in the Change Order Document field. If Submit is chosen the next step is Contract>$10M? If Revise is chosen the next step is PM Revise.

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Facilities Operations Execute

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The Facilities Operations Director reviews the process details and the appropriate file in the Change Order Document field. If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step. If Revise is chosen If the Revise action is taken the next step is PM Revise.

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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 Contract >$1M? If False (No) the next step is FEG Program

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CC DIrector Signs

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The CC DIrector Signs step is an e-Signature file download step the allows documents to be signed and attached to the process. The next step is <100M?

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<$100 (Decisional Step)

Contract >$1M?

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The Contract >$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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Utilities Director Review

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The Utilities Director reviews the process details and the appropriate file in the Change Order Document field. If Submit is chosen the next step is Contract>$10M? If Revise is chosen the next step is PM Revise.

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Utilities Director Execute

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The Utilities Director reviews the process details and the appropriate file in the Change Order Document field. If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step. If Revise is chosen the next step is PM Revise.

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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 Contract > $1mil

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FEG Director Review

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The SEG Director reviews the process details and the appropriate file in the Change Order Document field. If Submit is chosen the next step is Contract>$10M? If Revise is chosen the next step is PM Revise.

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Contract > $1mil

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The Contract > $1mil? 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 Contract>$10M? If False (No) the next step is Dir. Finance Execute

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Dir. Finance Execute

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The Director of Finance and Administration reviews the process details and the appropriate file in the Change Order Document field. If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step. If Revise is chosen the next step is PM Revise.

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Contract > $10M?

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The Contract > $10M? conditional checks if >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field
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The data field Change Amount is evaluated to determine if the change is less than 100 million dollars. If True (Yes) the next step is Dputy EVPT Executesis Dir of F&A Review. If False (No) the next step is Deputy EVPT Dir F&A Review.

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Deputy EVPT VP, CSS Review

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The Deputy EVPT 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 EVPT Executes.
EVP reviews the process details and the appropriate file in the Change Order Document field.
If Submit is chosen the next step is EVPT Execute.
If Revise is chosen the next step is PM Revise.

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VP, CSS Execute

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The Deputy EVP reviews the process details and the appropriate file in the Change Order Document field. If Submit is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step. If ReviseIf Modify is chosen the next step is PM Revise.

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EVPT ExecutesExecute

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The EVPT reads the comments, reviews the process fields and has the option to take the Submit or Revise actionThe EVP&T Office reviews the process details and the appropriate file in the Change Order Document field.
If Submit is chosen the step actor will be prompted to electronically sign the document, the next step is CO Signature FinalizedAll Signatures Step.
If Revise is chosen the next step is PM Revise.

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CO Signature FinalizePM Revise

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The PM Revise step allows the Project Manager to make changes and resubmit the process. If Resubmit to Vendor is chosen the next step is Time Only? If Resubmit to A/E is chosen the next step is A/E Signature. If Resubmit to Program Manager is chosen the next step is Program Manager Review.

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All Signatures Step

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The CO Signature Final step is an e-Signature file download File Download Automation step that allows documents to be signed and attached to the completes the DocuSign process. The next step is Comp is Compl CORs on Hold.

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Compl CORs on Hold

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eBuilder runs This is an Automation code step that runs custom code to complete the COR's. All CORs attached to the GCCO need to be in the COR Hold for GC-CO step. The next step is Success?.is Success?

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eB Admin Resubmit

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The eB Admin reads the comments, reviews the process fields and and takes the Resubmit action when all attached CORs are in the COR Hold for GC-CO step. The next step is Compl CORs on Hold.

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Success? (Decisional Step)

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The Success? conditional checks if true was entered for the Passed Approval? field as a part of the Compl CORs on Hold code step.
If True (Yes) the next step is AA/Contracts send to Vendor.
If False (No) the next step is
eBuilder evaluates the data field Passed Approval for a true or false condition.
If True (passed approval) the next step is Finish.
If False (failed approval) the next step is eB Admin Resubmit.

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eB Admin ResubmitAA/Contracts send to Vendor

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The eB Admin reads the comments, reviews the process fields and and takes the Resubmit actionAdministrative Assistant and Contract Admin should review the documents attached to the process, and send the executed documents to the vendor. The next step is Compl CORs on HoldFinish.

35. Finish

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Finish

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Card

label	Change Log

Date	Change	eB Admin
4/3/2018	Process updated to enable signaure step for CC Director when value of GCCO is <10 milion. (Workflow v4.1)	RB/SA
4/3/2018	WIKI documention (Step Descriptions and Process map updated)	RB
12/411/2020	Wiki updated to 06.02.3 - General Contract Change Order workflow.	JM
10/31/2022	Wiki updated to current workflowProcess Map updated.	JM

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