Start
- The Process Initiator fills out the required fields and chooses to submit.
- The next step is MDA Release?
MDA Release? Conditional
- 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?
PO Release? Conditional
- 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?
A/E Initiated? Conditional
- 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
PM Enters Release
- 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.
Program Manager Review MDA
- 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
Contracts Group
- 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.
Initiator Revise MDA
- 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.
Vendor Signature
- 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
PO CO MM
- 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
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
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
OCP? Conditional
- 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
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
OCP Director Approval
- 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
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.
PSA Mail Merge
- 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
PSA MM (for A/E man
- 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
Project Manager Review
- 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
Contracts Group Review PSA
- The Contract Admin and Contract Admin Manager review e 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
OGC Counsel Review
Vendor Signs
PM Review PSA - Manual Req
Hold for Signed PSA
Additional Funding? Conditional
Spawn Budget Change (03.03)
CRSP Admin Mgr. Hold
Program Manager Review
Initiator Revise PSA
Campus Construction
OCP? Conditional
CSM? Conditional
Utilities Program?
FEG Program? Conditional
EstFinCon > $1M Conditional
SP&T Program? Conditional
EstFinCon> $500K Conditional
EstFinCon>$5m? Conditional
Est Fin cont> $1M Conditional
SPT Director Review
OCP Director Review
CSM Director Review
FEG Director Review
Utilities Director Review
Dir. Finance Execute
EstFinCon>$10m Conditional
CC Director Review
CC Director Execute
OCP Director Execute
CSM Director Execute
Utilitites Director Execute
EstFinCon>$10M Conditional
VP, CSS Review
VP, CSS Execute
EstFinCon>10<=100mil Conditional
VP Finance Execute
EVPT Execute
Initiator Revise 2
Amendment Signature
SAP Hold Step
PO MM
AA/Contracts Sends Exec-PSA to Vendor
Finish
3. Vendor Signs
- 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
4. Project Manager Review
- 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,
5. Initiator Revise
- 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.
6. Additional Funding? (Decisional Step)
- 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.
7. 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.
8. Program Type Util? (Decisional Step)
- 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.
9. Director of Utilities 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.
10. Director of Projects Review
- 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.
11. DoF Procurement Review
- 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.
12. Campus Construction? (Decisional Step)
- 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?
13. SP&T Program (Decisional Step)
- 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.
14. VPF Strategic Sourcing 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.
15. Projects Director Review
- 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.
16. Contract <$10M (Decisional Step)
- 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.
17. 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.
18. CC Director Executes
- 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.
19. Contract <$100M (Decisional Step)
- 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.
20. Deputy EVP Executes Contract
- 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.
21. Deputy EVP Review
- 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.
22. EVPT Office 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 Administrative Assistant Final Review.
- If Revise is chosen the next step is Initiator Revise.
23. OCP? (Decisional Step)
- 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?
24. Contract <$500K (Decisional Step)
- 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.
25. OCP Director Review
- 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.
26. 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 to Revise.
- If Submit is chosen the next step is Administrative Assistant Final Review.
- If Revise is chosen the next step is Initiator Revise.
27. M&U?
- 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?
28. Utilities Program? (Decisional Step)
- 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?
29. Contract <100K (Decisional Step)
- 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.
30. Utilities Director Executes
- 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.
31. 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 Contract <5m.
- If Revise is chosen the next step is Initiator Revise.
32. Contract <$5M
- 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.
33. M&U Director Executes
- 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.
34. 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 Contract Value <$100M.
- If Revise is chosen the next step is Initiator Revise.
35. SEG Program? (Decisional Step)
- 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
36. Contract <$100K (Decisional Field)
- 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.
37. SEG Director Executes
- 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.
38. SEG Director Reviews
- 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.
39. Contract <$100K (Decisional Step)
- 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.
40. O&M Director Executes
- 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.
41. 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 <undocumented>.
- If Revise is chosen the next step is Contract <$5M.
42. Campus Services? (Decisional Step)
- 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.
43. Contract <$5M (Decisional Step)
- 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.
44. CS Director Executes
- 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.
45. 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 Contract Value <$100M.
- If Revise is chosen the next step is Initiator Revise.
46. Contract <$10M (Decisional Step)
- 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.
47. IBO Director Executes
- 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.
48. 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 Contract Value <$100M.
- If Revise is chosen the next step is Initiator Revise.
49. Administrative Assistant Final Review
- 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.
50. Finish
