04.05 - Limited Statement of Work / Exhibit A (LSW)

• Contractor or Project Manager fills out the required fields, attaches the appropriate supporting documentation and takes the Submit action.
• The next step is Contract Admin Compiles Documents

This document may be helpful when working with contract forms. Contract Forms.pdf

• Initiator reviews the comments and revises the process and takes the Resubmit action.
• If Submit is chosen Contract Admin Compiles Documents is the next step.
• If Void is chosen the next step is Finish.

• The Contracts team compiles the required LSW documentation, attaches it to the process and takes the Submit action.
• 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 attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Program Manager Review.
• If Revise is chosen the next Step is Contract Admin Compiles Documents.

• The Program Manager reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Contract Manager Review.
• If Revise is chosen the next Step is Contract Admin Compiles Documents.

• The Contract Manager reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Contracts Send to Vendor for Signature..
• If Revise is chosen the next Step is Contract Admin Compiles Documents.
• If Send to OGC is chosen the next step is OGC Review.

• The Office of General Council reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Contracts Send to Vendor for Signature..
• If Revise GC is chosen the next Step is Contract Manager Review.

• Contracts group sends the LSW Document to the vendor for their signature.
• The Submit action should be taken once the document has been sent to the vendor.
• If Submit is chosen the next step is Contract Admin Hold for Vendor Signature.
• If Revise is chosen the next step is Contract Manager Review.

• Contracts group waits to receive back a signed LSW Document from the vendor.
• The Submit action should be taken once the document has been received from the vendor.
• If Submit is chosen the next step is Campus Construction?

• The SPT Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Con>$10m?
• If Void is chosen the next step is Finish.

• The CC Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

• The CC Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is >$10m<=$100m?.
• If Revise is chosen the next step is Initiator Revise.

• The OCP Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

• The OCP Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is >$10m<=$100m?.
• If Revise is chosen the next step is Initiator Revise.

• The CSM Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

• The CSM Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is >$10m<=$100m?.
• If Revise is chosen the next step is Initiator Revise.

• The Utilities Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

• The Utilities Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is >$10m<=$100m?.
• If Revise is chosen the next step is Initiator Revise.

• The FEG Director reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is >$10m<=$100m?.
• If Revise is chosen the next step is Initiator Revise.

• The Dir of Finance reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

• The VP Finance reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

• The VP Finance reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is EVPT Execute.
• If Revise is chosen the next step is Initiator Revise.

• The EVPT reviews the attached documentation and the information that has been entered into the process.
• If Submit is chosen the next step is Amendment e-Signatu.
• If Revise is chosen the next step is Initiator Revise.

This is an automation step that creates a Mail Merge document.

The process will hold in this step until it has been picked up by SAP. If you see a process in this step for more than a day please reach out to an e-B Admin.

This step checks if the Program Type listed on the Project Details page is Academic, Campus Services, Capital Group, Special, System Performance & Turnover, Systems Renewal, Energy, or IS&T.

This step checks if the Program Type listed on the Project Details page is System Performance & Turn-over.

This conditional checks if the Projected Contract Value will be greater than $ 10,000,000.

This step checks if the Program Type listed on the Project Details page is OCP.

This conditional checks if the Projected Contract Value will be greater than $ 500,000

This step checks if the Program Type listed on the Project Details page is CSG or R&M.

This conditional checks if the Projected Contract Value will be greater than $ 10,000,000.

This step checks if the Program Type listed on the Project Details page is CUP-OPS or Utilities.

This conditional checks if the Projected Contract Value will be greater than $ 1,000,000.

This step checks if the Program Type listed on the Project Details page is OCP.

• The Project Manager reviews the process and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is DoF Procurement Compiles Documents
• If Revise is chosen the next step is Initiator Revise.

• Initiator reviews the comments and revises the process and takes the Resubmit action.
• The next step is Project Manager Approves

• Contract Admin reviews the process and attachments, compiles the LSW or Exhibit A document and attaches it to the process. Contract Admin has the option to Submit or Revise.
• If Submit is chosen the next step is Program Manager Review.
• If Revise is chosen the next step is Project Manager Approves.

• Program Manager reviews the process and supporting documentation and has the option to take the Submit or Revise action.
• If Submit is chosen the next step is Vendor Executes.
• If Revise is chosen the next step is Project Manager Approves.

Contract Admin waits for signed documentation from Vendor.

• The Campus Construction conditional step determines 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 Contract < $10 million
• If False (No) the next step is Utilities?

• The Contract <$10M conditional statement determines if the projected contract value exceeds $10,000,000.
• If True (Yes) the next step is CC Director Executes.
• If False (No) the next step is VPF Procurement Review.

• CC Director reviews the LSW/Exhibit A, execute if ready and take an action to Submit or Revise.
• If Submit is chosen the next step is LSW/Exhibit A.
• If Revise is chosen the next step is Project Manager Approves.

• VPF Procurement reviews the process and takes an action to Submit or Revise.
• If Submit is chosen the next step is CC Director Review.
• If Revise is chosen the next step is Project Manager Approves.

• CC Director reviews the process and takes an action to Submit or Revise.
• If Submit is chosen the next step is <$100m.
• If Revise is chosen the next step is Project Manager Approves.

• The Utilities conditional step determines 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 Director Review.
• If False (No) the next step is O&M Director Review.

• The Utilities Director reviews the process and takes an action to Submit or Revise.
• If Submit is chosen the next step is Contract <$5M.
• If Revise is chosen the next step is Project Manager Approves.

• The O&M Director reviews the process 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 Project Manager Approves.

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

• The M&U Director reviews the process and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is LSW/Exhibit A Signature.
• If Revise is chosen the next step is Project Manager Approves.

• The VPF Procurement reviews the process and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is VPF Procurement Review.
• If Revise is chosen the next step is Project Manager Approves.

• The M&U Director reviews the process 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 Project Manager Approves.

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

• The Deputy EVPT reviews the process and executes the LSW / Exhibit A and has the option to take an action to Submit or Revise.
• If Submit is chosen the next step is LSW / Exhibit A Signature.
• If Revise is chosen the next step is Project Manager Approves.

• The Deputy EVPT reviews the process 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 Project Manager Approves.

• The EVPT Office reviews the process and executes the LSW/Exhibit A, then takes an action to Submit or Revise.
• If Submit is chosen the next step is :  LSW / Exhibit A Signature.
• If Revise is chosen the next step is Project Manager Approves.

• The LSW / Exhibit A Signature finalizes all the Director’s signatures from DocuSign and automatically takes the Submit action.
• The next step is DoF Procurement Reviews Authorities.

• Contract Admin reviews the signing authorities and takes the Submit action.
• The next step is Administrative Assistant Final Review.

• Administrative Assistant reviews the process and takes the Submit action.
• The next step is Contract Admin Review/Distribute.

• Contract Admin reviews and distributes as needed and takes the Submit action.
• The next step is SAP Hold Step.

• The SAP Hold Step triggers the release of the change to SAP and sits in this step until SAP has processed and sent back the successful notification.  Once the successful import is completed the process will automatically take the Submit action.
• The next step is Finish.