06.02 - General Contract Change Order

• The process $0 Budget Change is started and placed in the project manager's Court.
• The Projet Manager must complete the $0 Budget Change process.
• Following the Spawn $0 Budget Change step the process moves to the Fin. Analyst Hold for Completion step is started.

• The 03.03 - Contingency Request/True-Up Form/Additional Funding Request process is started and placed in the project manager's Court.
• The next step is Fin. Analyst Holds for Completion.

• The "Is this a Time Only request" field is evaluated to determine if this is a Time Only request.
• If True (Yes) the next step is GC Change Order M.M
• If False (No) the next step is Sum of Attached CORs.

• The Financial Analyst holds the process until budget changes or additonal funding is resolved.
• When resolved the Financial Analyst takes the Submit action.
• The next step is Time Only?

• This is a e-Builder Mail Merge step that produces the Change Order document from the Change Order template.
• The next step is PM Review Mail Merge.

• This is an e-Builder step in which custom code sums the attached PCOs.
• The next step is Success?

• The Success field is evaluated to determine successful execution of Step 4.
• If True (Yes) the next step is Commitment Value CO..
• If False (No) the next step is Initiator Resubmit.

This is a code step that processes the Change Orders.

• This is a code step that evaluates the success of the Commitment Value CO step.
• If successful the next step is GC Change Order MM. (Mail Merge)
• If unsuccessful the next step is Initiator Resubmit.

• The GC Change Order mail merge generates the General Change Order document.
• The next step is PM Review Mail Merge.

• The Process Initiator reads the comments and reviews the process fields, updates as necessary and takes the Resubmit action.
• The next step is Sum of Attached PCOs.

• The Project Manager reviews the process fields and the auto generated mail merge document and has the option to select either the Submit or Redo Mail Merge actions.
• If Submit is chosen the next step is Vendor Signature.
• If Redo Mail Merge is chosen the next step is Time Only?

• The Vendor reads the comments, reviews the process fields and takes the Approve action.
• The next step is Vendor Signature.

• The Vendor Signature St is an e-Signature file download/automated step to download final signed e-Signature files.
• The next step is A/E Review Required?

• If Yes (A/E Signature Required) the next step is A/E Signature.
• If No (no A/E Signature Required) the next step is PM Review.

• The A/E Signature step is an e-Signature file download/automated step to download final signed e-Signature files.
• The next step is PM Review.

• The PM reads the comments, reviews the process and takes the Approve action.
• The next step is Program Manager Review.

• The Program Manager reads the comments, reviews the process fields and has the option to take the Approve or Modify CO actions.
• If Approve is chosen the next step is Program Director Review.
• If Modify CO is chosen the next step is Initiator Review.

• A series of decisional steps determines which program director approves.
• The appropriate Program Director reads the comments, reviews the process fields and takes the Approve action.
• The next step is Campus Construction Review.

• This is a decison step to determine signature authority and proper routing.
• If <10 million the next step is CC Director Executes.
• If >10 million the next step is CC Director Reviews.

• The Campus Construction Director reads the comments, reviews the process fields and has the option to take either the Submit or Revise action.
• If Submit is chosen the next step is CC Director Signs.
• If the Revise action is taken the next step is PM Revise.

• The CC DIrector Signs step is an e-Signature file download step the allows documents to be signed and attached to the process.
• The next step is <100M?

• The data field Change Amount is evaluated to determine if the change is less than 100 million dollars.
• If True (Yes) the next step is Dputy EVPT Executes
• If False (No) the next step is Deputy EVPT Review.

• The Deputy EVPT reads the comments, reviews the process fields and has the option to take the Approve or Modify CO action.
• If Approve is chosen the next step is EVPT Executes.
• If Modify is chosen the next step is PM Revise.

• The EVPT reads the comments, reviews the process fields and has the option to take the Submit or Revise action.
• If Submit is chosen the next step is CO Signature Finalized.
• If Revise is chosen the next step is PM Revise.

• The CO Signature Final step is an e-Signature file download step that allows documents to be signed and attached to the process.
• The next step is Comp CORs on Hold.

• Started by the Project Manager, CC Planner, OCP Planner, SPT Lead, or Contractor who fills in the required fields and attaches the associated Change Order Requests that are to be combined into a single General Contract Change Order.
• Be sure to add the Change Order Request properly. You must access the Filter Processes screen to select COR's to be processed. On screen instructions are provided in the process.
• When finished the initiator takes the Submit action.
• The next step is PM Review?

• This step is in the process so that a GCCO submitted by a contractor is immediately reviewed by the project manager before being forwarded to others. (If the project manager started the process this may seem like a duplicate step.)
• The Project Manager reviews the submission.
• As part of this step project managers must update the Schedule module to reflect any changes including the substantial completion date.
• The Project Manger takes the Submit action to advance the process.
• If revisions are needed, the project manager has the option to take the Revise action to return this process to the initiator for changes.
• Following the Submit action the next step is Project Budget Change?.

• The Proj Budget Change? conditional checks if an answer was given that was not None for the Project Budget Change Type? field.
• If True (Yes Budget Change) the next step is $0 Budget Change?.
• If False (No Not a Budget Change) the next step is Sum of Attached CORs.

• The $0 Change? conditional checks if $0 Reallocation was selected for the Project Budget Change Type? field.
• If True (Yes) the next step is Spawn $0 Budget Change
• If False (No) the next step is Spawn PBAP.

• The process $0 Budget Change is started and placed in the project manager's Court.
• The Projet Manager must complete the $0 Budget Change process.
• Following the Spawn $0 Budget Change step the process moves to the Fin. Analyst Hold for Completion step is started.

• The process $0 Budget Change is started and placed in the project manager's Court.
• The Projet Manager must complete the $0 Budget Change process.
• Following the Spawn $0 Budget Change step the process moves to the Fin. Analyst Hold for Completion step is started.

• The Contract Admin Manager reviews the process details and holds the process in this step until funding is applied.
• If Submit is chosen the next step is Sum of Attached CORs

• This is an Automation code step in which custom code sums the attached CORs.
• The next step is Success?

• The Success? conditional checks if true was entered for the Success? field as a part of the Sum of Attached CORs code step.
• If True (Yes) the next step is Commitment Value Co
• If False (No) the next step is Attach CORS.

• This is an Automation code step that processes the Change Orders.
• The next step is Success?

• The Success? conditional checks if true was entered for the Passed Approval? field as a part of the Commitment Value Co code step.
• If True (Yes) the next step is GC Change Order M.M.
• If False (No) the next step is Initiator Revise.

• This is an Automation code step that generates the General Contract Change Order document.
• The next step is PM Review Mail Merge.

• The Project Manager reviews the process details and the file in the Change Order Document field.
• If DocuSign Submit is chosen the next step is Vendor Signature.
• If Revise is chosen the next step is Initiator Revise.
• If Take Offline is chosen the next step is Attach Vendor Signed CO.

• The Contractor reviews the process details and the file in the Change Order Document field.
• If DocuSign Submit is chosen the next step is Vendor Signature.
• If Approve is chosen the step actor will be prompted to electronically sign the document, the next step is A/E Review Required?
• If Revise is chosen the next step is Initiator Revise.

• The process is in this step because the vendor is not in e-Builder. It is the responsibility of the Project Manager to send the file in the Change Order Document field to the vendor.
• After you receive this signed document back from the vendor, remove the original document and attached this signed copy to the attach the Change Order Document field.
• 
• Once the file is Downloaded and Removed reattach the signed file file.
• 
• When submit is chosen the next step is A/E Review Required?

• The A/E Review Required? conditional checks if Yes was selected for the A/E Review Required? field.
• If True (Yes) the next step is A/E Signature.
• If False (No) the next step is Program Manager Review.

• The A/E Lead reviews the process details and the file in the Change Order Document field.
• If Submit is chosen the step actor will be prompted to electronically sign the document, the next step is Program Manager Review.
• If Revise is chosen the next step is PM Revise.

• The Program Manager reviews the process details and the file in the Change Order Document field.
• If Submit is chosen the next step is Contracts Group Review.
• If Revise is chosen the next step is Initiator Revise.

• The Contract Admin reviews the process details and the file in the Change Order Document field.
• If Submit is chosen the next step is Contracts Group Review.
• If Revise is chosen the next step is Initiator Revise.

• The Initiator Revise step allows the Process Initiator to make changes and resubmit the process.
• If Resubmit is chosen the next step is PM Review
• If Void is chosen the next step is Finish and the process is set to a Void status.

• The Time Only? conditional checks if Yes was selected for the Is this a Time Only request? field.
• If True (Yes) the next step is CC Director Execute TO.
• If False (No) the next step is prjConstr>10mil?

• The CC Director reviews the process details and the file in the Change Order Document field.
• If Approved is chosen the next step is All Signatures Step.
• If Revise to PM is chosen the next step is PM Review Mail Merge.

• The prjConstr>10mil? conditional checks if the value of the Revised Value field is greater than $ 10,000,000
• The Revised Value field is a sum of the Original Contract Value field, the Sum of Changes by Prior Change Orders field and the amount of the GCCO.
• If True (Yes) the next step is PM Enters Bridge Doc Info.
• If False (No) the next step is Campus Construction.

• The Project Manager reviews the process details and places a file into the Bridge Documents file field.
• When Submit is chosen the next step is Program Manager Review DOCS.

• The Program Manager reviews the process details and the file in the Bridge Documents field.
• If Submit is chosen the next step is Contract>$10m?
• If Revise is chosen the next step is PM Revise.

• 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?

• 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 Contract>$10m?

• The SPT Director reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is EstFinCon>$10M
• If Revise is chosen the next step is PM Revise

• The Contract>$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

• The CC Director reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is Contract>$10m<$100m?
• If Revise is chosen the next step is PM Revise

• The CC Director reviews the process details and the appropriate file in the Change Order Document field.
• If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.
• If Send Dir F&A is chosen the next step is Contract > $1mil.
• If Send to OCP is chosen the next step is OCP Director Execute.

• The Contract>$10m<$100m? 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

• The VP for Finance reviews the process details and the appropriate file in the Change Order Document field.
• If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• The OCP? Conditional checks if the Program Type of the project is OCP
• If True (Yes) the next step is Contract> $500k?
• If False (No) the next step is CSM?

• The Contract> $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.

• The OCP Director reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is Contract>$10m<$100m?
• If Revise is chosen the next step is PM Revise.
• If Send CC Director is chosen the next step is Contract>$10m?

• The OCP Director reviews the process details and the appropriate file in the Change Order Document field.
• If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• The CSM? Conditional checks if the Program Type of the project is CSG or R&M
• If True (Yes) the next step is Contract>$5M?
• If False (No) the next step is Utilities Program?

• The Contract>$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.

• The CSM Director reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is Contract>$10M?
• If Revise is chosen the next step is PM Revise.

• The CSM Director reviews the process details and the appropriate file in the Change Order Document field.
• If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• The Utilities Program? Conditional checks if the Program Type of the project is CUP - OPS or Utilities
• If True (Yes) the next step is Contract >$1M?
• If False (No) the next step is FEG Program

• The Contract >$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.

• The Utilities Director reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is Contract>$10M?
• If Revise is chosen the next step is PM Revise.

• The Utilities Director reviews the process details and the appropriate file in the Change Order Document field.
• If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• 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 Contract > $1mil

• The SEG Director reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is Contract>$10M?
• If Revise is chosen the next step is PM Revise.

• The Contract > $1mil? 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 Contract>$10M?
• If False (No) the next step is Dir. Finance Execute

• The Director of Finance and Administration reviews the process details and the appropriate file in the Change Order Document field.
• If Approved is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• The Contract > $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 F&A Review.
• If False (No) the next step is Dir F&A Review.

• The Director of Finance and Administration reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is VP, CSS Execute.
• If Revise is chosen the next step is PM Revise.
• If Send to CC Dir is chosen the next step is CC Director Execute.

• The Director of Finance and Administration reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is VP, CSS Review.
• If Revise is chosen the next step is PM Revise.
• If Send CC Director is chosen the next step is CC Director Review.

• The Deputy EVP reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the next step is EVPT Execute.
• If Revise is chosen the next step is PM Revise.

• The Deputy EVP reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• The EVP&T Office reviews the process details and the appropriate file in the Change Order Document field.
• If Submit is chosen the step actor will be prompted to electronically sign the document, the next step is All Signatures Step.
• If Revise is chosen the next step is PM Revise.

• The PM Revise step allows the Project Manager to make changes and resubmit the process.
• If Resubmit to Vendor is chosen the next step is Time Only?
• If Resubmit to A/E is chosen the next step is A/E Signature.
• If Resubmit to Program Manager is chosen the next step is Program Manager Review.

• This is an e-Signature File Download Automation step that completes the DocuSign process.
• The next step is Compl CORs on Hold.

• This is an Automation code step that runs custom code to complete the COR's.
• All CORs attached to the GCCO need to be in the COR Hold for GC-CO step.
• The next step is Success?
  

• The eB Admin reads the comments, reviews the process fields and and takes the Resubmit action when all attached CORs are in the COR Hold for GC-CO step.
• The next step is Compl CORs on Hold.

• The Success? conditional checks if true was entered for the Passed Approval? field as a part of the Compl CORs on Hold code step.
• If True (Yes) the next step is AA/Contracts send to Vendor.
• If False (No) the next step is eB Admin Resubmit.

• The Administrative Assistant and Contract Admin should review the documents attached to the process, and send the executed documents to the vendor.
• The next step is Finish.