Create Scope for Task Order Prime Agreement

1. Create Scope for Task Order Prime Agreement

2. Create Scope for Task Order Prime Agreement Note: Task list is blank for Task Order Prime Agreement’s.

3. SAFe creates a new profile wizard/scope for prime agreement based on Task Order Type selected when creating profile. User opens profile wizard to input changes to work description etc…. Create Scope for Task Order Prime Agreement

4. Create Scope for Task Order Prime Agreement Auto populate Auto populate Auto populate w/ option to change Auto populate Auto populate Auto populate from Consultant Request Type: From ellis General Engineering Misc. other Task Orders Survey Constr. Insp. Subsurface Utility Engineering Bridge Painting Insp. Geotechnical Engineering Bridge Insp. R/W Acq. Services Construction Eng.Insp. Environmental Services Facilities Env. Cultural Res. Full R/W Acq. Servs. Env. BUSTR R/W appraisal Servs. Env. ESA R/W Appraisal Review Servs. Env. Mitigation R/W misc. Servs. Env. Eco. Res. Misc. other non-std Standard boiler plate templates will be shown when printing or view function, similar to PDP based on Type selected

5. Create Scope for Task Order Prime Agreement Auto Populate ? Auto Populate from Ellis

6. Create Scope for Task Order Prime Agreement Not sure if we need this for Prime Agreement?? Not sure if we need this for Prime Agreement??

7. Create Scope for Task Order Prime Agreement

8. Create Scope for Task Order Prime Agreement

9. Create Scope for Task Order Prime Agreement

10. Create Scope for Task Order Prime Agreement

11. Create Scope for Task Order Prime Agreement Further discussion needed For Prime Agreement this could be limited to Rates of Pay and Unit rates or anticipated classifications with Rates. Overhead and COM should be auto populated?

12. Create New Task within Prime Agreement before Task “List” Development New Task New Task Set-up Task I.D. A Auto input. System selects next available task letter Name: Phase II ESA at Mauger property User input Part: Drop down of available Agreement Parts Environmental Design PID: User input

13. Create Task List for Task Order Assignments 20000 11111 D06 GES Task Order VAR-D06 GES D06 GES Task Order + 20000-1 11111 VAR-D06 GES Task A 88888 Click to select From Home screen clicking on Task A sends user to the profile “Task List” for that Task.

14. SAFe creates a new profile wizard/scope per/for Task ID. User opens profile wizard to input changes to work description. Similar to Agreement Scope Wizard with many details carried forward from Prime Scope. Would need to Edit Work Description for Task ID (step not shown). Create Scope for Task Order Assignments

15. Select if need to view standard list of Tasks Create Task List VAR-D06 General Engineering Services; Agreement No. 2000-1 Task A – Phase II ESA at Mauger Property PID 97865 Initial Task List blank, customize with functionality of Add Task with description similar to PDP or select “Create Task List from Standard List” or a combination of both. New functionality should be added to allow “Headings”. Create Task List for Task Order Assignments

16. Create Task List Select work type(s) and standard task list(s) will be Generated for Task Available for Assignment Work Type General Engineering Survey Subsurface Utility Engineering Geotechnical Engineering R/W Acq. Services Environmental Services Env. Cultural Res. Env. BUSTR Env. ESA Env. Mitigation Env. Eco. Res. Misc. other Task Orders Constr. Insp. Bridge Painting Insp. Bridge Insp. Construction Eng.Insp. Facilities Full R/W Acq. Servs. R/W appraisal Servs. R/W Appraisal Review Servs. R/W misc. Servs. Misc. other non-std. Same “work type” list as to be added to Ellis. Create Task List for Task Order Assignments Drag and copy from “Task Available for Assignment” to “Tasks in this Part” Populates Task List Save Remove