04.04 Issue Purchase Order/Issue Contract (New)

• The Project Coordinator or Project Manager fills out the required fields and executes the Submit action.
• The next step is PM Initiate Process?

• The PM Initiate Process? conditional step determines the path the process will take based on if the Data Field “Did the PM Initiate the Process?” has a value of “Yes”.
• If the value is Yes the next step is Contract Required?
• If the value is False the next step is PM Review?

• The PM reviews the process and verifies the Contract or PO being added to the project and chooses the Submit action.
• The next step is Contract Required?

• Multiple fields are evaluated to determine the path that the process will take.
• If True the next step is Construction?
• If False the next step is Purch Req MM.

• Multiple fields are evaluated to determine the path the process will take.
• If True the next step is eB Admin Updates CSI Codes.
• If False the next step is DoF Procurement Reviews.

• eB Admin runs the bid tabulation report and combines it with the process import template to do a quick upload into the processes to get the CSI and GL information on the commitment line item custom fields.  Through the import the following Submit action is taken.
• The next step is DoF Procurement Review.

• DoF Procurement reviews the process and executes the Submit action.
• The next step is Contract Admin Assembles Contract.

• The Contact Admin reviews the process and uploads the assembled contract to be executed and has the option to take an acton to Submit or Revise.
• If Submit is chosen the next step is Initiator Reviews Contract.
• If Revise is chosen the next step is DoF Procurement Reviews.

• The initiator reviews the contract and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is DoF Procurement Releases Contract.
• If Revise is chosen the next step is Contract Admin Assembles Contract.

• DoF Procurement reviews the contract and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is Vendor Executes Contract.
• If Revise is chosen the next step is Contact Admin Assembles Contract.

• The Vendor reviews, signs and uploads the contract. The Vendor has the option to Submit or Revise. (Request Revision)
• If Submit is chosen the next step is Vendor Signature Step.
• If Revise is chosen the next step is DoF Procurement Releases Contract.

• The Vendor Signature Step finalizes the vendor's electronic signature with DocuSign allowing for the next person to sign the document. A Code Complete action is automatically taken.
• The next step is DoF Procurement Approves Contract.

• DoF Procurement reviews the process and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is Campus Construction.
• If Revise is chosen the next step is Initiator Revise.

• The Campus Construction step determines the path the process will take based on the Program Type and if the contract is managed by a different program.
• If True (Yes) the next step is SP&T Program?
• If False (No) the next step is OCP?

• The SP&T Program? Step determines the path the process will take based on the Program Type or if the project is managed by a different program.
• If True (Yes) the next step is VPF Strategic Sourcing Review.
• If False (No) the next step is Projects Director Review.

• The VPF Strategic Sourcing Director reviews the process and contract, then takes the Submit action.
• The next step is Contract <10M

• The Projects Director reviews the process and contract, then takes the Submit action.
• The next step is Contract <$10M

• The Contract <$10M conditional step determines the path the process takes based on the Current Commitment Value being greater than or less than $10M.
• If True (Yes) the next step is CC Director Executes Contract.
• If False (No) the next step is CC Director Review.

• The CC Director reviews the process and executes the contact, then takes the Submit action.
• The next step is Contract Signature.

• The CC Director reviews the process and the contract, then takes the Submit action.
• The next step is Contract <$100M.

• The OCP? conditional step determines the path the takes based on Program Type or if the contract is managed by a different program.
• If True (Yes) the next step is Contract <$500K.
• If False (No) the next step is M&U?

• The Contract <$500K conditional step determines the path the process takes based on the Current Commitment Value being greater than or less than $500K.
• If True (Yes) (<) the next step is OCP Director Executes.
• If False (No) (>) the next step is OCP Director Review.

• The OCP Director reviews the process and executes the contract then takes the Submit action.
• The next step is Contract Signature.

• The OCP Director reviews the process and contract then takes the Submit action.
• The next step is Contract <$100m.

• The M & U? Conditional step will determine the path the process takes based on the Program Type or if the contract is managed by a different program
• If True (Yes) the next step is Utilities Program.
• If False (No) the next steep is Campus Services.

• The Utilities Program? Conditional step will determine the path process takes based on the Program Type or if the contract is managed by a different program.
• If True (Yes) the next step is Contract <$100K.
• If False (No) the next step is SEG Program.

• The Contract < $100k conditional step determines the path process takes based on the Current Commitment Value being greater than or less than $100k.
• If True (Yes) the next step is Utilities Director Execute.
• If False (No) the next step is Utilities Director Review.

• The Utilities Director reviews the process and executes the contract, then takes the Submit action.
• The next step is Contract Signature.

• The Utilities Director reviews the process and contract, then takes the Submit action.
• The next step is Contract <$5m.

• The SEG Program? conditional step determines the path the process takes based on the Program Type or if the contract is managed by a different program, Contract Program Type = SEG.
• If True (Yes) the next step is Contract <$100k.
• If False (No) the next step is Contract <$100k.

• The Contract < $100k conditional step determines the path the process takes based on the Current Commitment Value being greater than or less than $100k.
• If True (Yes) the next step is O&M Director Execute.
• If False (No) the next step is O&M Director Review.

• The O&M Director reviews the process and executes the contract, then takes the Submit action.
• The next step is Contract Signature.

• tThe O&M Director reviews the process and contract, then takes the Submit action.
• The next step is Contract <$5m

• The Contract < $100k conditional step determines the path process takes based on the Current Commitment Value being greater than or less than $100k.
• If True (Yes) the next step is SEG Director Execute.
• If False (No) the next step is SEG Director Review.

• The SEG Director reviews the process and executes the contract, then takes the Submit action.
• The next step is Contract Signature.

• The SEG Director reviews the process and  the contract, then takes the Submit action.
• The next step is Contract <$100m.

• The Contract < $5m conditional step will determine the path process takes based on the Current Commitment Value being greater than or less than $5m.
• If True (Yes) the next step is M&U Director Executes Contract.
• If False (No) the next step is M&U Director Review.

• The M&U Director reviews the process and executes the contract, then takes the Submit action.
• The next step is Contract Signature.

• The M&U Director reviews the process and  the contract, then takes the Submit action.
• The next step is Contract <$100m.

• The Campus Services? Conditional step determines the path the process takes based on the Program Type or if the contract is managed by a different program, Contract Program Type = Campus Services..
• If True (Yes) the next step is Contract <$5m.
• If False (No) the next step is Contract <$10m.

The Contract < $5m conditional step determines the path the process takes based on the Current Commitment Value being greater than or less than $5m.

If True (Yes) the next step is CS Director Execute.

If False (No) the next step is CS Director Review.

• The CS Director reviews the process and executes the contract, then takes the Submit action.
• The next step is Contract Signature.

• The CS Director reviews the process and the contract, then takes the Submit action.
• The next step is Contract < $100m .

• The Contract <$10m conditional step determines the path the process takes based on the Current Commitment value being greater than or less than $10m.
• If True (Yes) the next step is IBO Director Executes Contract.
• If False (No) the next step is IBO Director Reviews Contract.

• The IBO Director reviews the process and executes the contract, then takes the Submit action.
• The next step is Contract Signature.

• The IBO Director reviews the process and the contract, then takes the Submit action.
• The next step is Contract <100m.

• The Contract <$100m conditional step determines the path the process takes based on the Current Commitment Value being greater than or less than $100m.
• If True (Yes) the next step is Deputy EVP Executes Contract.
• If False (No) the next step is Deputy EVPT Review.

• The Deputy EVPT reviews the process, signs the contract and takes the Submit action.
• The next step is Contract Signature.

• The Deputy EVPT reviews the process and the contract and takes the Submit action.
• The next step is Contract Signature.

• The EVPT Office reviews the process and the contract and takes the Submit action.
• The next step is Contract Signature.

• Contract Signature will finalize the director's electronic signatures using DocuSign. Once complete it will automatically take the Code Complete action. (Signifies that e-Builder has completed a task}
• The next step is SAP PO/Contract Hold Step.

• The Purchase req MM step is a mail merge automation that completes the purchase requisition from the purchase requisition template.
• The next step is DoF Procurement Review.

• DoF Procuremenact - Finance reviews the process and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is Vendor Reviews PO.
• If Revise is chosen the next step is Initiator Revise and Resubmit.

• The initiator reviews the process, makes all the necessary changes and has the option to Resubmit or Void.
• If Resubmit is chosen the next step is Contract Required?
• If Void is chosen the next step is Finish.

• The Vendor reviews the process, signs the PO, and takes the Submit action.
• The next step is DOF Procurement Executes PO.

• The DoF Procurement reviews the process, signs the PO then takes the Approve action.
• The next step is PO Signature.

• PO Signature will finalize the DoF's electronic signatures using DocuSign. Once complete it will automatically take the Code Complete action. (Signifies that e-Builder has completed a task}
• The next step is SAP PO/Contract Hold Step.

The Admin Assistant reviews the process, adds the PO Number from SAP, then takes the Finish action.

The next step is Finish.