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Deck of Cards
idPSA
Card
labelSummary

This process is started by a professional services vendor for whom separate training will be provided. The information here is for the benefit of internal users who need to work with this process.

Card
labelProcess Map

 

 

 

Card
labelStep Descriptions

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1. Start

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  • The process is started by the Architect Lead who completes the required fields and takes the Submit action.
  • The next step is PSA Mail Merge.

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2. PSA Mail Merge (System Step)

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  • The e-Builder system creates a mail merge document using the PSA template and ads it to ...
  • The next step is Vendor Signs

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3. Vendor Signs

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  • 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

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4. Project Manager Review

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  • 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,

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5. Initiator Revise

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  • 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.

 

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6. Additional Funding? (Decisional Step)

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  • 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.

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7. Program Manager Reviews

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  • 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.

 

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8. Program Type Util? (Decisional Step)

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  • 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.

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9. Director of Utilities Review

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  • 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.

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10. Director of Projects Review

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  • 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.

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11. DoF Procurement Review

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  • 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.

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12. Campus Construction? (Decisional Step)

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  • 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?

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13. SP&T Program (Decisional Step)

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  • 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.

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14. VPF Strategic Sourcing Review

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  • 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.

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15. Projects Director Review

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  • 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.

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16. Contract <$10M (Decisional Step)

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  • 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.

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17. CC Director Review

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  • 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.

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18. CC Director Executes

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  • 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.

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19. Contract <$100M (Decisional Step)

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  • 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.

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20. Deputy EVP Executes Contract

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  • 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.

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21. Deputy EVP Review

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  • 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.

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22. EVPT Office Executes

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  • 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.

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23. OCP? (Decisional Step)

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  • 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?

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24. Contract <$500K (Decisional Step)

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  • 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.

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25. OCP Director Review

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  • 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.

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26. OCP Director Executes

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  • 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.

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27. M&U?

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  • 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?

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28. Utilities Program? (Decisional Step)

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  • 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?

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29. Contract <100K (Decisional Step)

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  • 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.

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30. Utilities Director Executes

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  • 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.

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31. Utilities Director Review

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  • 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.

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32. Contract <$5M

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  • 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.

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33. M&U Director Executes

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  • 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.

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34. M&U Director Review

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  • 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.

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35. SEG Program? (Decisional Step)

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  • 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

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36. Contract <$100K (Decisional Field)

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  • 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.

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37. SEG Director Executes

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  • 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.

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38. SEG Director Reviews

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  • 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.

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39. Contract <$100K (Decisional Step)

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  • 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.

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40. O&M Director Executes

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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.