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The Professional Services Amendment Process allows a professional services vendor to request an amendment to their existing approved commitment. The General Contract Change Order process combines previously approved Change Order Requests into a formal Contract Change Order for final approval.
1. Start
- Started by the Project Manager who fills out the required fields and attaches the associated COR Processes that are to be combined into a single Change Order. When finished the Project Manager takes the Submit action.
- The next step is Time Only?
2. Time Only? (Decisional Step)
- The "Is this a Time Only request" field is evaluated to determine if this is a Time Only request.
- If True (Yes) the next step is Change Order M.M
- If False (No) the next step is Sum of Attached PCOs.
3. Change Order M.M
- This is a e-Builder Mail Merge step that produces the Change Order document from the Change Order template.
- The next step is Initiator Review.
4. Sum of Attached PCOs
- This is an e-Builder step in which custom code sums the attached PCOs.
- The next step is Success?
5. Success (Decisional Step)
- The Success field is evaluated to determine successful execution of Step 4.
- If True (Yes) the next step is Change Order M.M.
- If False (No) the next step is Initiator Resubmit.
6. Initiator Resubmit
- The Process Initiator reads the comments and reviews the process fields, updates as necessary and takes the Resubmit action.
- The next step is Sum of Attached PCOs.
7. Initiator Review
The Process Initiator (Project Manager) reviews the process fields and the auto generated mail merge document and has the option to select one of the following actions, Reviewed A/E, Reviewed - Vend, Redo Mail Merge.
If Reviewed A/E is chosen the next step is A/E Signatures.
If Reviewed - Vend is chosen the next step is Vendor Signature.
If Redo Mail Merge is chosen the next step is Time Only?
8. A/E Signatures
- The Lead A/E reads the comments, reviews the process fields and takes the Approve action.
- The next step is Vendor Signature.
9. Vendor Signature
- The Vendor (Contractor or Consultant) reads the comments, reviews the process fields and takes the Approve action.
- The next step is PM Signature.
10. PM Signature
- The PM reads the comments, reviews the process and takes the Approve action.
- The next step is Program Manager Review.
11. Program Manager Review
- The Program Manager reads the comments, reviews the process fields and has the option to take the Approve or Modify CO actions.
- If Approve is chosen the next step is Program Director Review.
- If Modify CO is chosen the next step is Initiator Review.
12. Program Director Review
- The Program Director reads the comments, reviews the process fields and takes the Approve action.
- The next step is Campus Construction Review.