6.03.2 - PSA, MDA Release & PO Release

• The Process Initiator fills out the required fields and chooses to submit.

• The next step is MDA Release?

• The MDA 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 PM Enters Release
• If False (No) the next step is PO Release?

• 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?

• 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

• 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.

• 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

• 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.

• 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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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.

• 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

• 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

• 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

• 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

• 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

• 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
  

• 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.

• 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?

• 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
  

This step spawns a 03.03 - Contingency Request / True-Up Form / Additional Funding Request (BCHNG) process.

The next step is CRSP Admin Mgr. Hold

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

• 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

• 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.

• 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?

• 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?

• 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?

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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,

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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?

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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?

• 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.

• 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.

• 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.

• 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?

• 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?

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.