This process allows the professional services vendors to request an amendment to their existing approved commitment. The process is used to review and approve the contract amendments provided by the professional services vendors.
The 06.03 - PSA, MDA or PO Release (PSA) process is used for the following:
Master Design Agreement (MDA) Release
Professional Services Amendment (Contract & Purchase Order Agreement)
Purchase Order Release by Phase (no change to contract)
Composition Setup
Deck of Cards
id
PSA
Card
label
Summary
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 processcan be started by the A/E Lead, Administrative Assistant, CC Planner, Consultant, Contractor, OCP Planner, Project Manager and SPT Lead.
This process is used to submit, review and approve the following: Amendments to Commitments (Contracts) & Purchase Orders issues to Professional Services vendors (A/E, Designers, Consultants), Master Design Agreement Release Change Orders, and Phased Purchase Order Releases (under and executed design contract).
Card
label
Process Map
Image Added
Card
label
Step Descriptions
toggle-cloak
Start
Cloak
1. Start
Cloak
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.
Toggle Cloak
2. PSA Mail Merge (System Step)
Cloak
The e-Builder system creates a mail merge document using the PSA template and ads it to ...
The next step is Vendor Signs
Toggle Cloak
3. Vendor Signs
The Process Initiator fills out the required fields and chooses to submit.
The next step is MDA Release?
Toggle Cloak
Project Status Check
Cloak
The Project Status CheckConditionalchecks if the Project Status is not an Active one.
If True (Yes) the next step is Project Status is Incorrect
If False (No) the next step is MDA Release?
Toggle Cloak
Project Status is Incorrect
Cloak
The Initiator holds the project in this step until the project status is updated to an Active one via a. Once the status is updated the I've run a PMUa action should be taken.
If the I've run a PMUa action is taken the next step is Project Status Check.
Toggle Cloak
MDA Release?
Cloak
The MDA Release? Conditionalchecks 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?
Toggle Cloak
NTP?
Cloak
The NTP? Conditionalchecks if PS NTP was selected for the Type of Change field.
If True (Yes) the next step is PM Enters Prev Exec NTP
The initiator can upload the previous NTP and submit the step to the CAdmn Rev/Drft/New/Exec PS NTP step who will draft the new PS NTP send it back to the initiator for review and once accepted sent back to the contracts team who will send it out for signatures and then move it along to the program manager review step
A program manager can review the NTP and submit the process or send it back for revisions to the initiator. If the Prgm Mgr sned it back for a revision to the initiator the project manager is notified.
False (No) the next step is PO Release?
Toggle Cloak
PO Release?
Cloak
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?
Toggle Cloak
A/E Initiated?
Cloak
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
Toggle Cloak
PM Enters Release
Cloak
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.
Cloak
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 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.
Toggle Cloak
4. Project Program Manager Review MDA
Cloak
The Project Manager reviews the process, adds comments if necessary and takes one of the following actions, Submit, Revise or VoidProgram 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
Toggle Cloak
Contracts Group
Cloak
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 Financial Analyst Adjusts FundingProgram 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.
Toggle Cloak
5. Initiator Revise MDA
Cloak
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.
Toggle Cloak
6. Additional Funding? (Decisional Step)
Cloak
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.
Toggle Cloak
7. Program Manager Reviews
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.
Toggle Cloak
Initiator Reviews Release
Cloak
The Initiator Reviews Release step allows the Process Initiator to make changes and resubmit the process.
If Submit is chosen the next step is Contracts Sends Release to Vendor
Toggle Cloak
Contracts Sends Release to Vendor
Cloak
The Contracts Sends Release to Vendor step allows the Contracts Admin to make send the release to the vendor.
If Submit is chosen the next step is Vendor Signature.
If Revise is chosen the next step is Initiator Reviews Release.
Toggle Cloak
Utilities PO?
Cloak
The Utilities PO? Conditional step allows the determines if the Program Type is Utilities.
If True (Yes) the next step is Est Fin cont>$1M
If False (No) the next step is Campus Construction?
Toggle Cloak
Vendor Signature
Cloak
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
Toggle Cloak
PO CO MM
Cloak
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
Toggle Cloak
Init PM Threshold
Cloak
The Init PM Threshold Conditionalchecks if the Change Amount of the PSA reaches the threshold that requires a Contract.
If True (Yes) the next step is PM Attaches Contract/ Reviews POCO MM
If False (No) the next step is PM Reviews POCO MM
Toggle Cloak
PM Attaches Contract/ Reviews POCO MM
Cloak
The Project Manager should attach the contract for the work of the PO that the PSA is modifying at this step.
If Submit is chosen the next step is PS for CC Director
If Redo PO CO MM is chosen the next step is PO CO MM
Toggle Cloak
PM Reviews POCO MM
Cloak
The Project Manager reviews the POCO MM.
If Submit is chosen the next step is PS for CC Director
If Redo PO CO MM is chosen the next step is PO CO MM
Toggle Cloak
OGC Counsel Reviews
Cloak
In this step the OGC Counsel reviews the information that has been entered to the process.
If Reviewed is chosen the next step is PM Review PSA - Manual Sig Req
If Revise is chosen the next step is Contracts Review PSA MM send from PM
Toggle Cloak
Contracts Review PSA MM send from PM
Cloak
In this step the Contracts Group reviews the information that has been entered to the process.
If Submit is chosen the next step is PM Review PSA - Manual Sig Req
If Revise is chosen the next step is PM Review MM
If Send to OGC is chosen the next step is OGC Council Review
Toggle Cloak
PM Review MM
Cloak
The Project Manager reviews the PSA Mail Merge
Cloak
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 Contracts Review PSA MM send from PM
If Revise is chosen the next step is Initiator Revise.
Toggle Cloak
8. Program Type Util? (Decisional Step)
Cloak
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.
Toggle Cloak
9. Director of Utilities Review
PO CO MM
Toggle Cloak
PS for CC Director
Cloak
This automation step notifies the CC Director of the PO Release.
The next step is Program Manager reviews PO
Toggle Cloak
PM Attaches Contract
Cloak
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
Toggle Cloak
Program Manager Reviews PO
Cloak
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
Toggle Cloak
OCP?
Cloak
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
Toggle Cloak
CC Director Approval
Cloak
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
Toggle Cloak
OCP Director Approval
Cloak
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
Toggle Cloak
Initiator Revise PO Release
Cloak
The Initiator RevisePO 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.
Toggle Cloak
PSA Mail Merge
Cloak
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
Toggle Cloak
PSA MM (for A/E man
Cloak
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
Toggle Cloak
Project Manager Review
Cloak
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
Cloak
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 .PSA
Toggle Cloak
10. Director of Projects ReviewContracts Group Review PSA
Cloak
The Contract Admin and Contract Admin Manager review the PSA Details and determine whether or not it meets the requirements for OGC Counsel Review.
If Reviewed is chosen the next step is Vendor Signs
If Send to OGC is chosen the next step is OGC Counsel Review
If Revise is chosen the next step is Initiator Revise PSA
Toggle Cloak
OGC Counsel Review
Cloak
The DOF General Counsel reviews the PSA Details.
If Reviewed is chosen the next step is Vendor Signs
If Revise is chosen the next step is Contracts Group Review PSA
Toggle Cloak
Vendor Signs
Cloak
The Process Initiator takes the appropriate action to sign the document.
If Submit is chosen the next step is Additional Funding?
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 .PSA
The DoF Procurement reads the comments and reviews the process fields and chooses between actions to Submit or ReviseProject Manager fills out all required fields and sends the PSA Document to the Vendor for a manual signature.
If Submit is chosen the next step is Contract > $100M?Hold for Signed PSA
If Revise is chosen the next step is Initiator Revise PSA
If Void is chosen the next step is Finish and the process is set to a Void status.
toggle-cloak
12. Campus Construction? (Decisional Step)
Cloak
Hold for Signed PSA
Cloak
The Project Manager and Contract Admin until they receive back the vendor manually signed PSA document and upload it to the process.
The next step is Additional Funding?
Toggle Cloak
Additional Funding?
Cloak
The Additional Funding? Conditional checks if Yes was selected for the Additional Project Funding? field.
If True (Yes) the next step is Spawn Budget Change (03.03)
If False (No) the next step is Program Manager Review
Toggle Cloak
Spawn Budget Change (03.03)
Cloak
This step spawns a 03.03 - Contingency Request / True-Up Form / Additional Funding Request (BCHNG) process.
The next step is CRSP Admin Mgr. Hold
Toggle Cloak
CRSP Admin Mgr. Hold
Cloak
The CRSP Admin holds the process in this step until additional funding has been applied to the project in both e-Builder and SAP.
The next step is Program Manager Review
Toggle Cloak
Program Manager Review
Cloak
The Program Manager reviews the vendor signed document in the PSA/MDA for Signature field.
If Submit is chosen the next step is Campus Construction?
If Revise is chosen the next step is Initiator Revise PSA
Toggle Cloak
Initiator Revise PSA
Cloak
The Initiator RevisePSA 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.
Toggle Cloak
Campus Construction?
Cloak
The Campus Construction? Conditional checks if the Program Type of the project is Academic, Campus Services, Capital Group, Special, System Performance & Turn-over, or Systems Renewal
If True (Yes)
Cloak
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
If False (No) the next step is OCP?
Toggle Cloak
OCP?
Cloak
The OCP? Conditional checks if the Program Type of the project is OCP
If True (Yes) the next step is EstFinCon> $500K
If False (No) is determined the next step is OCPCSM?
toggle-cloak
13. SP&T Program (Decisional Step)
Cloak
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.
Toggle Cloak
14. VPF Strategic Sourcing Review
Cloak
CSM?
Cloak
The CSM? Conditional checks if the Program Type of the project is CSG or R&M
If True (Yes) the next step is EstFinCon> $5m?
If False (No) the next step is Utilities Program?
Toggle Cloak
Utilities Program?
Cloak
The Utilities Program? Conditional checks if the Program Type of the project is CUP - OPS or Utilities
If True (Yes) the next step is Est Fin Cont>$1M
If False (No) the next step is FEG Program
Toggle Cloak
FEG Program?
Cloak
The FEG Program? Conditional checks if the Program Type of the project is Energy or SEG
If True (Yes) the next step is FEG Director Review
If False (No) the next step is EstFinCon >$1M
Toggle Cloak
EstFinCon > $1M
Cloak
The EstFinCon > $1M Conditional checks if >$1,000,000<=$5,000,000, >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes) the next step is EstFinCon>$10M
If False (No) the next step is Dir. Finance Execute
Toggle Cloak
SP&T Program?
Cloak
The SP&T Program? Conditional checks if the Program Type of the project is System Performance & Turn-over
If True (Yes) the next step is SPT Director Review
If False (No) the next step is EstFinCon >$10m
Toggle Cloak
EstFinCon> $500K
Cloak
The EstFinCon> $500K Conditional checks if >$500,000<=$1,000,000,>$1,000,000<=$5,000,000, >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes) the next step is OCP Director Review
If False (No) the next step is OCP Director Execute
Toggle Cloak
EstFinCon>$5m?
Cloak
The EstFinCon>$5m? Conditional checks if >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes) the next step is CSM Director Review
If False (No) the next step is CSM Director Execute
Toggle Cloak
Est Fin cont> $1M
Cloak
The Est Fin cont> $1M Conditional checks if >$1,000,000<=$5,000,000, >$5,000,000<=$10,000,000, >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes) the next step is Utilities Director Review
If False (No) the next step is Utilities Director Execute
Toggle Cloak
SPT Director Review
Cloak
The SPT Directorreviews the Process Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is EstFinCon>$10M
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
OCP Director Review
Cloak
The OCP Directorreviews the Process Details and the appropriate file in the Change Order Document Details section
Cloak
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 < $10MEstFinCon>$10M
If Revise is chosen the next step is Initiator Revise .2
Toggle Cloak
15. Projects CSM Director Review
Cloak
The Projects M&U Directorreads reviews the comments and reviews the process fields and has the option to take an action to Submit or ReviseProcess Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is EstFinCon>$10M
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
FEG Director Review
Cloak
The SEG Directorreviews the Process Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is EstFinCon>$10M
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
Utilities Director Review
Cloak
The Utilities Directorreviews the Process Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is Contract <$10MEstFinCon>$10M
If Revise is chosen the next step is Initiator Revise .2
By taking the Approved action at this step the Director of Finance and Administration is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
If Send CC Director is chosen the next step is CC Director Review.
Toggle Cloak
EstFinCon>$10m
Cloak
The EstFinCon>$10m Conditional checks if >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes)
Cloak
The date field Project Type is evaluated to determine if it is "Capital Renewal".
If Truethe next step is CC Director Executes Contract.Review
If False(No) the next step is CC Director Review.Execute
Toggle Cloak
17. CC Director Review
Cloak
The CC Directorreads reviews the comments Process Detailsand reviews the process fields and has the option to take an action to Submit or Revisethe appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is Contract < $100MEstFinCon>10<=100mil
If Revise is chosen the next step is Initiator Revise .2
Toggle Cloak
18. CC Director ExecutesExecute
Cloak
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.
Toggle Cloak
19. Contract <$100M (Decisional Step)
Cloak
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.
Toggle Cloak
20. Deputy EVP Executes Contract
Cloak
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.
Toggle Cloak
21. Deputy EVP Review
Cloak
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.
Toggle Cloak
22. EVPT Office Executes
By taking the Approved action at this step the CC Director is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
OCP Director Execute
Cloak
By taking the Approved action at this step the OCP Director is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
CSM Director Execute
Cloak
By taking the Approved action at this step the M&U Director is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
Utilitites Director Execute
Cloak
By taking the Approved action at this step the Utilities Director is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
EstFinCon>$10M
Cloak
The EstFinCon>$10M Conditional checks if >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes) the next step is Dir of Fin & Adm Review 2.
If False (No) the next step is Dir of Fin & Adm Review 1.
Toggle Cloak
Dir of Fin & Adm Review 1
Cloak
The Director of Finance and Administration reviews the Process Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is VP, CSS Execute.
If Revise is chosen the next step is Initiator Revise 2.
If Send CC Director is chosen the next step is CC Director Review.
Toggle Cloak
Dir of Fin & Adm Review 2
Cloak
The Director of Finance and Administration reviews theProcess Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is VP, CSS Review.
If Revise is chosen the next step is Initiator Revise 2.
If Send CC Director is chosen the next step is CC Director Review.
Toggle Cloak
VP, CSS Review
Cloak
The VP for Campus Services and Stewardshipreviews the Process Details and the appropriate file in the Change Order Document Details section
Cloak
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.EstFinCon>10<=100mil
If Revise is chosen the next step is Initiator Revise .2
Toggle Cloak
23. OCP? (Decisional Step)
Cloak
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?
Toggle Cloak
24. Contract <$500K (Decisional Step)
Cloak
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.
Toggle Cloak
25. OCP Director Review
Cloak
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.
VP, CSS Execute
Cloak
By taking the Approved action at this step the Deputy EVP is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
EstFinCon>10<=100mil
Cloak
The EstFinCon>10<=100mil Conditional checks if >$10,000,000<=$100,000,000 was selected for the Estimated Final Contract Amount field.
If True (Yes) the next step is VP Finance Execute
If False (No) the next step is EVPT Execute
Toggle Cloak
VP Finance Execute
Cloak
By taking the Approved action at this step the VP for Finance is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
EVPT Execute
Cloak
By taking the Approved action at this step the EVP&T Office is Approving the process.
If Approved is chosen the next step is Amendment Signature followed by the SAP Hold Step.
If Revise is chosen the next step is Initiator Revise 2
Toggle Cloak
Initiator Revise 2
Cloak
The Initiator Revise 2 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.
Toggle Cloak
Amendment Signature
Cloak
The Amendment Signature step is a e-Signature File Download automation step that completes the Docusign envelope.
The next step is SAP Hold Step
Toggle Cloak
SAP Hold Step
Cloak
Hold step for SAP Processing.
Once processed the next step is the PO MM step.
Toggle Cloak
PO MM
Cloak
The PO MM step is a mail merge automation step that completes the PSA PO CO MMmail merge document.
The next step is Project Manager Review
Toggle Cloak
AA/Contracts Sends Exec-PSA to Vendor
Cloak
The Administrative Assistant and Contract Admin should review the documents attached to the process, and send the executed documents to the vendor.