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
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PSA
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Summary
This process can 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).
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Process Map
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Step Descriptions
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Start
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The Process Initiator fills out the required fields and chooses to submit.
The next step is MDA Release?
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MDA Release?Project Status Check
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The MDA Release? Project Status CheckConditionalchecks if Master Design Agreement (MDA) Change Order was selected for the Type of Change fieldthe Project Status is not an Active one.
If True (Yes) the next step is PM Enters Releaseis Project Status is Incorrect
If False (No) the next step is PO MDA Release?
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PO Release?Project Status is Incorrect
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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?
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A/E Initiated?
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.
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MDA Release?
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The MDA Release? Conditionalchecks if Master Design Agreement (MDA) Change Order was selected for the Type of Change field
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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 MergePM Enters Release
If False (No) the next step is PSA MM (for A/E manPO Release?
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PM Enters ReleaseNTP?
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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.
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Program Manager Review MDA
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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
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Contracts Group
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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.
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Initiator Revise MDA
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?
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PO Release?
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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?
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A/E Initiated?
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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
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PM Enters Release
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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
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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 Finishand the process is set to a Void status.
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Vendor SignatureProgram Manager Review MDA
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The Consultant, A/E Lead and/or the Project Manager takes the appropriate action to sign the document.Program Manager reviews the Master Design Agreement Release details
If Submit is chosen the next step is Program Manager Review MDAVendor Signature
If Revise is chosen the next step is Initiator Revise MDA
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PO CO MMContracts Group
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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
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PM Attaches Contract
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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
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Program Manager Reviews PO
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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
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OCP?
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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
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CC Director Approval
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.
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Initiator Revise MDA
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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.
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Initiator Reviews Release
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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
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Contracts Sends Release to Vendor
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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.
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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 Reviews Release.
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OCP Director ApprovalUtilities PO?
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The Utilities PO? Conditional step allows the determines if the Program Type is Utilities.
If True (Yes)
The OCP Director takes the appropriate action to approve the document.
If Submit is chosen the next step is SAP Hold StepIf Revise is chosen Est Fin cont>$1M
If False (No) the next step is Initiator Revise PO ReleaseCampus Construction?
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Initiator Revise PO Release Vendor Signature
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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
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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 Voidis chosen the next step is Finish and the process is set to a Void status.Initiator Revise MDA
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PSA Mail MergePO CO MM
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The PSA Mail Merge PO CO MM step is a mail merge automation step that completes the Standard PSA Phased Purchase Order Release mail merge document.
The next step is Project Manager ReviewPM Attaches Contract
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PSA MM (for A/E manInit PM Threshold
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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.Init PM Threshold Conditionalchecks if the Change Amount of the PSA reaches the threshold that requires a Contract.
If True (Yes) the The next step is PM Attaches Contract/ Reviews POCO MM
If False (No) the next step is PM Reviews POCO MM
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Project Manager ReviewPM Attaches Contract/ Reviews POCO MM
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The Project Manager reviews the PSA Details and fills out all required fieldsshould attach the contract for the work of the PO that the PSA is modifying at this step.
If Submitis chosen the next step is Contracts Group Review PSAPS for CC Director
If ReviseRedo PO CO MM is chosen the next step is Initiator Revise PSAPO CO MM
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Contracts Group Review PSAPM Reviews POCO MM
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The Contract Admin and Contract Admin Manager review the PSA Details and determine whether or not it meets the requirements for OGC Counsel ReviewProject Manager reviews the POCO MM.
If Reviewed Submitis chosen the next step is Vendor SignsPS for CC Director
If Send to OGC Redo PO CO MM is chosen the next step is OGC Counsel ReviewIf Revise is chosen the next step is Initiator Revise PSAPO CO MM
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OGC Counsel ReviewReviews
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The DOF General In this step the OGC Counsel reviews the PSA Detailsinformation that has been entered to the process.
If Reviewed is chosen the next step is Vendor SignsPM Review PSA - Manual Sig Req
If Revise is chosen the next step is Contracts Group Review PSA MM send from PM
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Vendor SignsContracts Review PSA MM send from PM
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The Process Initiator takes the appropriate action to sign the documentIn this step the Contracts Group reviews the information that has been entered to the process.
If Submitis chosen the next step is Additional Funding?PM Review PSA - Manual Sig Req
If Revise is chosen the next step isInitiator Revise PSAPM Review MM
If Send to OGC is chosen the next step is OGC Council Review
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PM Review PSA - Manual ReqMM
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The Project Managerfills out all required fields and sends the PSA Document to the Vendor for a manual signaturereviews the PSA Mail Merge.
If Submit is chosen the next step is Hold for Signed PSAContracts Review PSA MM send from PM
If Revise is chosen the next step is Initiator Revise PSAIf Void is chosen the next step is Finish and the process is set to a Void status.PO CO MM
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PS for CC Director
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This automation step notifies the CC Director of the PO Release.
The next step is Program Manager reviews PO
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Hold for Signed PSAPM Attaches Contract
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The Project Manager and Contract Admin until they receive back the vendor manually signed PSA document and upload it to the processattaches a copy of the vendor executed contract, and fills out the PM Description of Change (Internal Only) field if necessary.
The next step is Additional Funding?Program Manager Reviews PO
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Additional Funding?Program Manager Reviews PO
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The Additional Funding? Conditional checks if Yes was selected for the Additional Project Funding? field.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
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OCP?
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The OCP? Conditional checks if the Program Type of the project is OCP
If True (Yes) the next step is OCP Director ApprovalIf True (Yes) the next step is Spawn Budget Change (03.03)
If False (No) the next step is Program Manager ReviewCC Director Approval
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Spawn Budget Change (03.03)
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This step spawns a 03.03 - Contingency Request / True-Up Form / Additional Funding Request (BCHNG) process.
The next step is CRSP Admin Mgr. Hold
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CRSP Admin Mgr. Hold
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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
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Program Manager Review
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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
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Initiator Revise PSA
CC Director Approval
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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
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OCP Director Approval
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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
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Initiator Revise PO Release
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The Initiator RevisePO Release
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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.
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Campus Construction?PSA Mail Merge
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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) the next step is SP&T Program?
If False (No) the next step is OCP?
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OCP?
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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) the next step is CSM?
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CSM?
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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?
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Utilities Program?
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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
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FEG Program?
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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
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EstFinCon > $1M
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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
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SP&T Program?
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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
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EstFinCon> $500K
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
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PSA MM (for A/E man
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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
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Project Manager Review
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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
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Contracts Group Review PSA
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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
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OGC Counsel Review
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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
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Vendor Signs
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The Process Initiator takes the appropriate action to sign the document.
If Submit is chosen the next step is Additional Funding?
If Revise is chosen the next step is Initiator Revise PSA
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PM Review PSA - Manual Req
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The Project 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 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.
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Hold for Signed PSA
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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?
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Additional Funding?
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The Additional Funding? Conditional checks if Yes was selected for the Additional Project Funding? field.
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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 ReviewSpawn Budget Change (03.03)
If False (No) the next step is OCP Director ExecuteProgram Manager Review
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EstFinCon>$5m?
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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
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Est Fin cont> $1M
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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
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SPT Director Review
Spawn Budget Change (03.03)
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This step spawns a 03.03 - Contingency Request / True-Up Form / Additional Funding Request (BCHNG) process.
The next step is CRSP Admin Mgr. Hold
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CRSP Admin Mgr. Hold
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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
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Program Manager Review
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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
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Initiator Revise PSA
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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.
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Campus Construction?
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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) the next step is SP&T Program?
If False (No) the next step is OCP?
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OCP?
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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) the next step is CSM?
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CSM?
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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?
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Utilities Program?
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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
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FEG Program?
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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
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EstFinCon > $1M
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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
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SP&T Program?
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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
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EstFinCon> $500K
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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
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EstFinCon>$5m?
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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
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Est Fin cont> $1M
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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
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SPT Director Review
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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
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OCP Director Review
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The OCP 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
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CSM Director Review
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The M&U 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
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FEG Director Review
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The SEG
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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
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OCP Utilities Director Review
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The OCP Utilities 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
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CSM Director ReviewDir. Finance Execute
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The M&U 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
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FEG Director Review
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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
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.
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EstFinCon>$10m
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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 CC Director Review
If False (No) the next step is CC Director Execute
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CC
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Utilities Director Review
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The Utilities CC 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
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Dir. Finance Execute
EstFinCon>10<=100mil
If Revise is
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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 is Initiator Revise 2
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EstFinCon>$10mCC Director Execute
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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
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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 CC Director Review
If False (No) the next step is CC Director Execute
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CC OCP Director ReviewExecute
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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
The CC Directorreviews the Process Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is EstFinCon>10<=100mil
If Revise is chosen the next step is is Initiator Revise 2
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CC CSM Director Execute
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By taking the Approved action at this step the CC 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
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OCP Utilitites Director Execute
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By taking the Approved action at this step the OCP 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
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CSM Director Execute
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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
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Utilitites Director Execute
EstFinCon>$10M
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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.
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Dir of Fin & Adm Review 1
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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
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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.
If Send CC Director is chosen the next step is CC Director Review.
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EstFinCon>$10MDir of Fin & Adm Review 2
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TheEstFinCon>$10M Conditional checks if >$10,000,000<=$100,000,000, or >$100,000,000 was selected for the Estimated Final Contract Amount field. 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 If True (Yes) the next step is VP, CSS Review.If False (No)
If Revise is chosen the next step is Initiator Revise 2.
If Send CC Director is chosen the next step isVP, CSS Execute CC Director Review.
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VP, CSS Review
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The VP for Campus Services and Stewardshipreviews the Process Details and the appropriate file in the Change Order Document Details section.
If Submit is chosen the next step is EstFinCon>10<=100mil
If Revise is chosen the next step is Initiator Revise 2
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VP, CSS Execute
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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
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EstFinCon>10<=100mil
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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
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VP Finance Execute
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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
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EVPT Execute
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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
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Initiator Revise 2
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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.
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Amendment Signature
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The Amendment Signature step is a e-Signature File Download automation step that completes the Docusign envelope.
The next step is SAP Hold Step
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SAP Hold Step
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Hold step for SAP Processing.
Once processed the next step is the PO MM step.
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PO MM
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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
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AA/Contracts Sends Exec-PSA to Vendor
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The Administrative Assistant and Assistant and Contract Admin should review the documents attached to the process, and send the executed documents to the vendorand record the date that the executed documents were sent.