Main Guide

• JP&S
• Module 1 - Main Guide for JP&S - Setup 1 (8 Lessons)
• Module 2 - Main Guide for JP&S - Setup 2 (7 Lessons)
• Module 3 - Main Guide for JP&S - Execution 1 (15 Lessons)
• Module 4 - Main Guide for JP&S - Close-out 1 (7 Lessons)
• Finance
• Module 1 - Main Guide for Finance AP (8 Lessons)
• Module 2 - Main Guide for Finance AR (5 Lessons)
• Procurement
• Module 1 - Main Guide for Procurement (8 Lessons) Scenario 1

JP&S

Module 1 - Main Guide for JP&S - Setup 1 (8 Lessons)

Module Summary - Through the lessons and instructions of this module, you have learned how to:

1. Perform the Setup process and functions for a project through PIF Part I using BMS
2. Manage Project Initiation with PIF Part II checking for the correct Workflow Approval
3. Complete Project Initiation by submitting the PIF to members for EOI
4. Collect Member sign on off PIF part III (EOI)
5. Track members for interest and move the project to under development
6. Create work-package to charge hours
7. Prepare for RFP process with SC approval to proceed

BMS will take the information you already manage, and help to increase the way it is managed. By storing pertinent information into the BMS soon after receiving it, you will be able to simplify and speed up the processes that you have to perform through the Setup and Execution phases which will be covered in the next set of modules.

Module 2 - Main Guide for JP&S - Setup 2 (7 Lessons)

1. Manage the development of a JPP
2. Route the completed draft JPP for internal approval 
3. Route the internally approved draft JPP for external approval
4. Handle the special case for FCLM with a SOR development
5. Work with Procurement on the process for SSJ and Bidders List to secure a NDA for a selected supplier and then track this
6. Continue to work with Procurement as they approve Suppliers and QA requirements and then review the RFP
7. Work with Finance to complete JPP/JPA Approvals

Module 3 - Main Guide for JP&S - Execution 1 (15 Lessons)

1. Manage receiving signed JPP/JPA from Member SPOCs
2. Manage JPA Development and initiate changes in a project like cost, scope, schedule
3. Review and check member issued / revised POs are being processed
4. Manage a vendor submitted change request CCR
5. Notify Procurement to set up the supplier PO - Gateway
6. Track Supplier submitting their invoice (JPP/JPA)
7. Track that Supplier pays invoices
8. Track COG issued invoices to Members (JPP/JPA)
9. Create vendor WPs (JP&S including FCLM) 
10. Provide Metrics & WP Reporting
11. Provide Monthly Forecast - JP&S Generic - Project Controls
12. Update Monthly Project Schedule for FCLM - Project Controls  
13. Provide Monthly Accruals for FCLM / Surveillance - Project 
14. Provide Project Control Report for FCLM - Project Controls
15. Provide Budget Alignment Report (BAR)

Module 4 - Main Guide for JP&S - Close-out 1 (7 Lessons)

1. Request feedback from Steering Committee
2. Review Acceptance and Publication of deliverables
3. Request feedback from Suppliers
4. Review Lessons Learned package with LOB
5. Manage initiation of Technical Closure
6. Manage initiation of Financial Closure
7. Get BS approval for JP&S Project Financial Closure

Finance

Module 1 - Main Guide for Finance AP (8 Lessons)

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Module 2 - Main Guide for Finance AR (5 Lessons)

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Procurement

Module 1 - Main Guide for Procurement (8 Lessons) Scenario 1

1. For a new project initiate the identification and approval of potential bidders (sole source justification (SSJ) or competitive bid)

2. Prepare for Supplier Non-Disclosure Agreements

3. Get Supplier sign NDA off (if required)

4. Create the initial RFX requirements and addressed clarifications

5. Notify Suppliers to prepare and submit bids for evaluation

6. Get Member/s approval of Supplier proposal/bid response & to purchase 

7. Secure internal financial approvals and determine if member financing is approved for project

8. Initiate PO/IN generation and issue 

9. Initiate the Supplier Score Card Process in parallel to the completion of the work (PO)

 

A project initiated in BMS requires the identification and approval of potential bidders (sole source justification (SSJ) or competitive bid). This is a gateway in from the Line of Business (LoB) processes.  

The initiator needs to check to ensure that a valid NDA is in please before you start to engage the supplier/s with an RFX. (Reference COG-PR-PRO-007). The Procurement Manager (or delegate) needs to lead the negotiations to close the exceptions with the supplier until the supplier/Conexus have reached a mutually accepted version of the NDA.  

RFX package is created/approved/reviewed.

Evaluation of bid response/s leading to Member/s approval.

Member/s approval of supplier proposal/bid response & to purchase - Gateway back into the LoB processes. Secure internal financial approvals and determine if member financing is approved for project.  

PO/IN generation and issue of PO to supplier. Work is underway with the vendor and it's time to complete the quarterly vendor score card.