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Interscope User Manual- Draft - North Carolina Community College

1. My Favorites Change Orders In Process My Projects TYPE gt rogram Delete P 1 Project eos EE gt Package P 1 Construction Contract gt Change Order at i Search Fill in the appropriate information and Program Search Department Y Administration Y Alternate Name ike v Institution Agency Y St Construction Y Budget Code ike Y Fiscal Year v 2014 2015 Y Budget Item Like v Program ID Like Y NCAS Center Like Y Program Name Like v Status Y Select Status Y Available to Transfer v 4 J The search results will show all Programs that meet your criteria Select the Program you want Program Search Department v Administration E Alternate Name ike v Institution Agency v St Construction v Budget Code ike Y l Fiscal Year v 2014 2015 Y Budget Item ike v Program ID ike v NCAS Center ike v Program Name Like Y Status v Select Status Y Available to Transfer v SL No Institution Agency Program ID Program Name Alternate Name Status Funded By C 1 SELECT St Construction 9809 SCO office Buililding Active 41501 4T01 SELECT St Construction 9839 Construct new helipad Active Multiple 3 SELECT St Construction 10114 Minor Renovations Active 41501 4T04 You will now be in the Progra
2. Log In Forgot Password eR equest Logon Please enter Userid and Password CONTACT ADMINISTRATOR Release 6 8 201301004 Copyright 2014 State of North Carolina State Construction Office New Account Instructions for Designers Follow these steps for creating a new Designer user account 1 Select Designer in the User Type field This will display the entry form in Figure 2 Where 2 ComComplete the form for the fields indicated Note It is important that the email address entered for the Firm be one that represents the firm directly and is not necessarily defined for a particular individual since all communication from InterScope for this account will be sent to the email address on file 3 Click Submit A request will be sent to the InterScope Administrator who will review your request verify the information against the data in InterScope activate your account and send an email notifying you that the account has been activated Draft Note A user account cannot be established for any firm that does not have prior or current approved and active construction projects setup in InterScope Draft InterSCOPE State Construction Office Project Environment New User Logon User Type state Employee Designer Contractor Please select a user type from the options above Only State Agencies Designers and Contractors with existing contracts with the State of North Carolina can establi
3. Design Fee m Limit Design Fee Commitment to the following amount Proposed Commitment Amount CA Action Close e 0 00 Enter the Selection Date RFP Letter Date if applicable Agreement date if agreement has been reached and Signed t Home 5 Users j Companies 2 New Q Design Review Authorizations C Programs 8 Funds Transfer 24 My Account 9 Help Contract Status changed to Created Not Signed Click ACTION gt SAVE to save this change This will automatically update the Contract Status to Created Not Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace NEW DESIGN Detail Contract Scope and Fees Breakdowns Contract 1 Contract ID 17 10876 01 SCO Oversight SCO Plan Review SCO Oversight Contract Type Standard Design Contract Advance Planning Only Contract Status Created Not Signed Designer Name Capital Building Consultants 0 Address 11040 Old US Highway 52 Winston Salem NC 27107 Licenses N A HUB Firm U HUB Status Certified No Dates Selection 2015 01 13 RFP Letter 2015 01 20 Agreement 2015 01 29 Signed By Designer Signed By Agency f f SCO Acceptance ff Financial Worksheet Summary Estimated Assigned Funds Estimated Cost Estimated Surplus Need Actual Assigned Funds Total Committed Available to Commit Worksheet Detail
4. Fiscal Year v 2014 2015 Li Code Title Like Total Authorized gt K3 Available Funds gt a Status v Select Status Y Program Like v Legislative _ Authorization Sf se Me Y EE E SL No Auth ID Tite Code Ttem Center Agency Funding Code Institution Agency Auth Total Status 1 SELECT 4 New SCO Office Building 41501 4101 St Construction 11 500 000 00 Allocation in Progress Multiple 2 SELECT 6 New Helipad 41501 4703 St Construction 750 000 00 Active Constr 3 175 Minor Renovations 4 St Construction 750 000 00 Allocation in Progress 1 L4 3 Authorization s found Export That will bring you to the Authorization Information screen Select the Program Allocation tab then the Add Allocation _Authorization 175 St Construction Minor Renovations Authorization Zl Action C9 Close Authorization Information Funding Information Department Administration Y Budget Code 41501 Agency St Construction Y Budget Item Fiscal Year 2014 2015 v NCAS Center 4704 Title Minor Renovations Agency Funding Code Authorized Date 02 02 2015 FR Status Allocation in Progress Legislative Authorization v Total Authorized Authorized Purpose Small renovation projects Is From Capstat False Authorization Item Summary Authorization Item Detail Program Allocation Authorization Item Audit
5. HUB Good Faith Efforts Change Orders Name SCO Contractor 3 Address 301 N Wilmington Street Suite 450 Raleigh NC 27601 License Contact HUB Type Not a HUB Name Address Agent Address A Action Close Award Details Award Type Single Prime Approved For Bid 93 18 2015 27 Actual Bid 03 31 2015 E 9 Awarded 04 02 2015 B Construction Start NTP 04 03 2015 BE gj Contract Dates Contract Date 2015 04 02 Contracts Approved by Agency 2015 04 03 Contracts Approved by Atty Genl 9 Projected Completion 2015 05 03 Contract Amounts Project Financial Worksheet Summary Assigned Funds 150 000 Total Committed 145 000 Available to Commit 5 000 This Contract 135 000 Available to Commit After Contract Approval 5 000 Worksheet Detail Contract Amounts Amount Days Original 135 000 00 30 Change Order 0 00 0 Current 135 000 00 30 Select the Project tab in the hierarchy then the Financial Worksheet The construction contract now shows up as a commitment o Draft Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Wo
6. SCO Oversight Plor 7 T ORIGINAL DESIGN CONTRACT j Construction Target 300 000 SCO Plan Review SCO Oversight Agreement y Contingency Reserve Target 10 000 Signed By 9 E Designer Original Design Fee 25 000 OX Signed By Agency Contract Type Standard Design Contract Fully Funded SCO Acceptance Contract Status CURRENT DESIGN CONTRACT Construction Target Contingency Reserve Target 9 Design Fee 9 Financial Worksheet Summary Designer Estimated p j 59 e Limit Design Fee Commitment to the 0 00 Name Capital Building Consultants Assigned Funds 100 000 followin CENE Address 11040 Old US Highway 52 Estimated Cost 350 000 enne i 0 00 Estimated Surplus mes Proposed Commitment Amount Need Winston Salem NC 27107 Licenses N A Actual HUB Firm U Assigned Funds 100 000 HUB Status Certified No 0 Available to Commit 100 000 Change Designer Worksheet Detail 38 on Draft There are several Contract Types to choose from and it is important to pick the correct one Standard Design Contract Fully Funded Typical design contract where all funds are available at the time of execution and contract is the full State standard design agreement Standard Design Contract Advanced Planning Only This would apply where the design contract amount is negotiated but only a portion is funded Examples include funding through DD deve
7. 100 000 350 000 250 000 100 000 S0 100 000 Design Contract Fees and Funds ORIGINAL DESIGN CONTRACT Construction Target Contingency Reserve Target Original Design Fee CURRENT DESIGN CONTRACT Construction Target Contingency Reserve Target Design Fee A Action Limit Design Fee Commitment to the following amount Proposed Commitment Amount 300 000 10 000 25 000 e e 0 00 Select Generate Contract to produce a word version of the standard contract which can then be edited as necessary When the Signed by Designer and Signed by Agency dates are entered and 40 E Draft saved the Contract Status will be changed to Active Once the Contract Status is Active the screen will show the CURRENT DESIGN CONTRACT information and the updated commitment in the Financial Worksheet Summary Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room _ Design 15 11026 01 SCO Designer Detail Contract Scope and Fees Breakdowns Amendments Consultants Packages Al Action C3 Close Contracts 1 Dates Design Contract Fees and Funds Contract ID 15 11026 01 Selection 2015 02 05 0 ORIGINAL DESIGN CONTRACT SCO Oversight Review Only RFP Letter 2015 01 21 7 SCO Plan Review Code Only Agreement 2015 02 17 Construction Target 120 000 Signed By 2015 02 18 7 Contingency Reserve Target 6 000
8. Design Fee Requirements of this Project Type Construction E dm Construction Contingency a Not Known SCO Role Not Known Other Milestones Required Not Known Total For help see Project es Table State Debt Projesi Type State Construction GS 143 129 GS 116 31 11 GS tale Land General Statutes 116406 GS 116 37 q1637 City County Oversight Oversight Request Enter the cost estimate for the entire project regardless of the amount of funding that is available For example you may only have been authorized funding for advanced planning but you will enter the estimated cost for the entire project here 29 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Al Action Close Attributes Determining Project Type Project Type Institution and Cost Project Type Not Known Institution Agency St Construction Override Project Type No Override Estimated Project Costs Estimated Cost Design Fee 15 000 00 Requirements of this Project Type Construction 120 000 00 P6 Schedule Requirement Not Known Construction pes 6 000 00 Contingency SCO Role Not Known Other 9 000 00 Milestones Required Not Known Total 150 000 00 For help see Project Types Tabl
9. 0 00 0 00 0 00 Non General Fund 41401 4T04 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Non State Debt 41401 4T04 O00 0 00 0 00 0 00 0 00 0 00 0 00 R amp R General Fund 41401 4T04 ood 0 00 0 00 0 00 0 00 0 00 0 00 R amp R State Debt 41401 4T04 0 00 0 00 0 00 0 00 0 00 0 00 0 00 State Debt 41401 4T04 0 00 0 00 0 00 0 00 0 00 0 00 0 00 You will need to create a program and allocate funds before the authorization will become Active for use 14 Draft B Creating a Program At the top of your home page select Programs gt Program to bring up the Program Search Screen y InterSCOPE State Of North Carolina State Construction Office fa Home FO Users Q Design Review Authorizations B Programs 8 Funds Transfer amp 4 My Account E Help Cost Estimate Project vowc EEE Package My Favorites Change Orders In Process My Projects TYPE Delete Construction Contract w wv w wl wl y Change Order If you are not sure if a Program already exists perform a search for it by entering any search Add a New Program criteria that might be applicable If the Program does not exist click Program Search Department 7 Alternate Name Like Select Department T Budget Code Like 7 Institution Agency ES Select Agency T Budget ltem Like LI Fiscal Year alact Fiscal Y F AEE FEE MCAS Center
10. to Active Start by selecting Authorizations gt Authorization v InterSCOPE State Of North Carolina State Construction Office USER trainer VIEW ALL iat Home Fc Users Companies New Q Design Review Authorizations i Programs 8 Funds Transfer amp My Account a Help rizatio My Favorites Change Orders In Process My Projects TYPE d Authorization Item Delete Search This will bring you to the Search screen Fill in appropriate data and for the authorization Authorization Search Authorization Information Funding Information Authorization ID Budget Code Like Department 7 Budget Item Like 7 Administration T NCAS Canter Uke an Institution Agency T St Construction T Agency Funding T Fiscal Year x 2014 2015 Code Title Like m Total Authorized T u Available Funds gt T Status z T Select Status F Program Like T Legislative D Authorization Y Select v DIT The search will return a list below of all Authorizations that meet the criteria Select the appropriate one by clicking on the SELECT Auth ID or Code Item Center for that Authorization 17 Draft Authorization Search Authorization Information Funding Information Authorization ID LN Budget Code Like Y Department v Budget Item ike Y Administration Y NCAS Center Like v Institution Agency pn xj St Construction Y Agency Funding
11. Minor Renovalians Project amp 11026 St Constrchbon Enlange conf rence room Design 15 11025 01 SCO Designer Package 15 11026 01A Enlarge conference tiim Detail SCHEDULE Planned and Actual Plan Reviews Gonstruction Contracts Monthly Progress Weekly Inspection Electrical Inspection Electncal GCartific ates Jl Action Close Package A BiddingConstruction Contracts Oversight Heview Only 2 E THIS Enlarge conference room Formal Construction N Single Prime Type Undetermined T Contracts Status Under Design Status Reason Construction Administration Fees Funds Square Footage D Plan Location Project Monitor Unassigned T Liquidated 000 Damages day Monthly Conference CD Cost Estimate 0 00 County UNKNOWN Y Percent Complete 0 Plan Deposit 0 00 Description Enlarge conference room Total Change 0 00 Final Punchlist Atia 7 Hin Total Construction n 00 Contract Designer Rep Archive Information Archive Date m Archive Box Micra Films Select the Construction Contracts tab and then New Construction Contract 44 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer ___ Package 15 11026 01A Enlarge conference room Electrical Certificates Detail SCHEDULE Planned and Actual Plan Reviews Construction Contracts Monthly Progress Weekly Inspection El
12. Need 250 000 00 Available to Commit 2 000 00 Assign Funds Worksheet Detail Enter Category Estimates Enter Total Estimates Committed Estimated Cost Original Contracts vised Contracts Expended Design Fee 25 000 00 26 000 00 0 00 Construction 300 000 00 72 000 00 0 00 Contingency S 10 000 00 Other 15 000 00 0 00 0 00 0 00 The Estimated Cost Other Funds shows 15 000 but the amount of funds Available to Commit is only 2000 and the system will not allow committing more funds than are available This financial constraint does not apply to Special Project Designations Performance Contract Foundation Project Non Code Item Project Select the Expenditures Other tab Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate _ Project Type Funds Assigned Financial Worksheet Contracts PeLink Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other C3 Close Expenditure Details Save Cost Category Other Add line s 4 Enter the number of lines you want to add 1 line for each PO or other commitment and click the sign 56 Draft Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate Project T
13. 000 00 Name SCO Designer Assigned Funds 150 000 Address 301 N Wilmington Street Estimated Cost 150 000 Suite 450 Estimated Surplus 0 Need Raleigh NC 27601 Actual License 123456789 Assigned Funds HUB Firm Not a HUB z 150 000 Total Committed Available to 140 000 Commit And on the Project Financial Worksheet it shows the Revised Contracts amount Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project CostEstimate Project Type Funds Assigned Financial Worksheet Contracts PGlink Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other 9 Close Worksheet Summary Assigned Funds 150 000 00 Assigned Funds 150 000 00 Total Estimated Cost 150 000 00 Total Committed 10 000 00 Estimated Surplus Need 0 00 Available to Commit 140 000 00 Assign Funds Worksheet Detail Committed Estimated Cost Original Contracts Revised Contracts Expended Design Fee 15 000 00 9 000 00 f 10 000 00 0 00 Construction 120 000 00 0 00 0 00 0 00 Contingency 6 000 00 Other 900000 0 00 0 00 0 00 150 000 00 9 000 00 10 000 00 43 Draft K Creating a Construction Contract For projects that have full SCO oversight SCO will enter the construction contract This section is intended for non SCO users to
14. Close Contract 1 Dates Design Contract Fees and Funds Contract ID 15 11026 01 Selection 7 ORIGINAL DESIGN CONTRACT SCO Oversight Review Only RFP Letter SCO Plan Code Only Agreement Construction Target dii Signed By Contingency Reserve Designer Target Signed By 7 Original Design Fee r Agency Contract Type Not Applicable SCO Contract Status Review Only No Design Contract Y Acceptance 9 CURRENT DESIGN CONTRACT Construction Target 9 Contingency Reserve o9 Target Financial Worksheet Design Fee e WUNA l Estimated Lee Das Eee Name SCO Designer 0 early AS 0 00 E m Assigned Funds 150 000 ress 301 N Wilmington Street following amount Suite 450 pr 150 000 Proposed Commitment 0 00 Estimated Amt Raleigh NC 27601 Surplus Need 0 Actual Commitment Amt License 123456789 Actual Change Designer Total Committed 0 Available to 150 000 Commit Worksheet Detail Set Contract Status to Creating then select the appropriate Contract Type tar Home B Users f Companies New C Design Review Authorizations B3 Programs Funds Transfer amp d My Account 9 Help Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace NEW DESIGN Detail Contract Scope and Fees Breakdowns Zl Action Close Contract 1 Dates Design Contract Fees and Funds Contract ID 17 10876 01 Selection
15. Designer u 9 000 Signed By 2015 02 19 Original Design Fee 9 Contract Type Standard Design Contract Fully Funded Agency SCO Acceptance 7 CURRENT DESIGN CONTRACT Contract Status Active v Construction Target Generate Contract Contingency Reserve Target Design Fee Financial Worksheet Summary Estimated Designer EUER g l Actual Commitment Amt 9 000 00 Name SCO Designer Sj Assigned Funds 150 000 Address 301 N Wilmington Street Estimated Cost 150 000 Suite 450 Estimated Surplus 0 Need Raleigh NC 27601 Actual License 123456789 Assigned Funds HUB Firm Not a HUB a d Total Committed 9 000 Available to 141 000 Commit Worksheet Detail J Entering Design Amendment For projects that have full SCO oversight SCO will enter the design amendments This section is intended for non SCO users to enter University download or any informal project design contract amendments Navigate to the design contract select the Amendments tab and click on Add Amendment Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer Detail Contract Scope and Fees Breakdowns Amendments Consultants Packages C Close z DESCRIPTION DESIGN FEE CONSTRUCTION SCONTINGENCY AMENDMENT DATE SIGNED DE p 0 found Add Amendment It shows the Current contract amount the Financial Worksheet Sum
16. HUB Certified CSI Division Work Awarded Current Contract Payments To Date Final Payment Paint Master B Y 09700 Wall Finishes Vinyl Wall Covering 15 000 00 S 17 000 00 0 00 N KM Data Inc F Y 16700 Communications data wiring 25 000 00 S 28 625 00 0 00 N Go to the Construction Contract Detail tab change the Contract Status to Complete Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer Package 15 11026 01A Enlarge conference room Construction Contract 15 11026 01A 1 SCO Contractor Construction Contract Detail Biditems HUB Participation HUB Good Faith Efforts ChangeOrders Contract Summary Contractor Formal N Name SCO Contractor 7g Contract Contrac ontrac Comet y E Address 301 N Wilmington Street Actual Bid 03 31 2015 Contract General Contract V Suite 450 Type Negotiation N w Raleigh NC 27601 Awarded 54 02 2015 Construction Start 04 53 20 15 Bid Number SCO 15 11026 01A I Contact Contract Dates Contract Date 2075 04 02 9 Contracts Approved by 2015 04 03 HUB Type Not a HUB Agency Contracts Approved by 9 Atty Genl Projected Completion 2015 05 03 2 Design Contract Select the Design gt Evaluation tab Not currently shown in sandbox and complete designer evaluation 76 Draf
17. My Projects TYPE rogram Delete _Project gt coo NEENENENENNNNEEEIEEEEEEEN Package Construction Contract ww w w wv vw Change Order Search This will bring up a Program Search Fill in the appropriate information and click Program Search Department v Administration v Alternate Name Like v Institution Agency Y St Construction Y Budget Code ike v l Fiscal Year v 2014 2015 Y Budget Item Like v Program ID ike Y NCAS Center Like vll m f Program Name Like v Status Y Select Status v Available to Transfer Y The search results will show all Programs that meet your criteria Select to choose the Program you want Program Search Department v Administration v Alternate Name Like Y Institution Agency v St Construction Y Budget Code Like v mE Fiscal Year v 2014 2015 v Budget Item ike v Program ID ike vil l NCAS Center Like vl Program Name ike Y i Status v Select Status v Available to Transfer Y rr SL No Institution Agency Program ID Program Name Alternate Name Status Funded By C 1 SELECT St Construction 9809 SCO office Buililding Active 41501 4TO1 2 SELECT St Construction 9839 Construct new helipad Active Multiple SELECT st Construction 10114 Minor Renovations Active 41501 4T04 This will bri
18. Trail Uploads Comments Source Orig C I C Current Pending Changes Available To Allocations Authorization Orig Allocate aea a ae Appr Changes LC General Fund 41501 4T04 750 000 00 000 750 000 00aa Alocatia Rs O Z OSS O Non General 4504 ATO4 0 00 0 00 0 00 Fund la o g a T Debt i I RER General 4504 4T04 0 00 0 00 0 00 Fund ie jinsa E uu RER State 44504 AT04 0 00 0 00 0 00 Debt T 41501 4T04 0 00 State Debt 0 00 750 000 00 0 00 750 000 00 6 Authorization Items found Add New Program Search This will bring up a Program Search Fill in the appropriate information and 18 Draft PROGRAM SEARCH Department v Alternate Name Like v Administration S O O Budget Code L 1 Budget Item 2 Fiscal Year v 2014 2015 ncas case lum Yl Program 1D ike o Status Program Name Ss Availableto v Transfer From the search results Select the desired Program Alternate Name Administration O Institution Agency v Budget Code Like v 0 St Construction Budget Item Like v Fiscal Year j 7 2014 2015 NCAS Center Like v me S Program ID O Status v Active Program Name LI Available to v Stio Institution Agency Progam ID z ogr 1 SELECT st Construction 9809 SCO office Buililding Ex SEECI St Construct
19. Type State Employee O Designer 9 Contractor Username gsystems Full Name General Systems Email info genesystems com iB Phone 91 9 555 1212 Example 919 807 4100 i Password 292229 ee PI Confirm Password mm Submit First Time Users Please see Help Contact Administrator Release 8 5 1 20100226 Copyright amp 2009 2010 h Car Construction Figure 6 C New Account Instructions for Owner Agencies Follow these steps for creating a new Agency user account 1 Select State Employee Aren t some community college employees county not State so that this should read differently I ll check in the User Type field This will display the entry form in Figure 7 2 Select your Department and Agency from the drop down lists and complete the remaining fields as indicated 10 Draft 3 Click Submit A request will be sent to the InterScope Administrator who will review your request verify the information against the data in InterScope activate your account and send an email notifying you that the account has been activated Inter SCOPE State Construction Office Project Environment New User Logon User Type 9 State Employee Designer Contractor Department Agency Administration M St Construction v Username newuser Full Name sco General Account Email lsco doa nc gov Phone 919 807 4100 Example 919 807 4100 Password eeesees
20. Website URL O O person e T van s Line 1 like vl Established Wee v ooo Parent Lks v city tke ed State Like v ParentBranch v Select Y Zip like v Former Name County ML mee Dike Last Update gt v in 36 Draft tate ene i Voice o9 Name Fallo v o9 Email 999 9999 Status sv Active v _ Website URL Contact Oo E CC Person Le Y Yean o S Coma Het vid Established jo Line2 tke O Parent Lke v City Like y o eC State Like v _ ParentBranch v Select Y zip Liev Former Name Lke v 0009 county v Ssei v Ue v 0 LastUpdate gt v EIE E CITY STATE STATUS 11 NORESCO Cary WAKE NC Active 12 Prescott Environmental Associates Chapel Hill ORANGE NC Active 13 SCO Consulting Services Section UNKNOWN NC Active 14 SCO Desianer Raleigh WAKE NC Active 15 Venturi Scott Brown and Assoc Philadelphia OUT OF STATE PA Active 2 page s 1 2 iSound This will bring up the Detail tab autofills the designer information assigns a Contract ID fills in the Financial Worksheet Summary and the Target Contract amounts from the Project as shown below 37 T g Draft Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room NEW DESIGN Detail Breakdowns Al Action
21. as it changes through the life of the contract and verified before the project is closed Non Code Item Projects that are construction only no designer or SCO code review can be entered as HUB Only which will allow you to go directly to creating a construction contract The project must be created as a Non Code Item Project and the HUB Only check box must be checked in order to utilize the abbreviated data entry method NOTE If a project exists in InterscopePlus because of design or code review the construction contract and HUB data must be entered under that project regardless of dollar amount of project 1 HUB Entry as part of a Standard Project Single Prime Navigate to the desired Project Contracts tab and select the construction contract Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Close SCO ID FIRM STATUS PHASE TYPE OVERSIGHT CONTRACT D 1 15 11026 01 SCO Designer Active Design Standard Design Code Only 2015 02 1 11026 01A T SCO Contractor Valid Contract General Contract 2015 04 0 2 found Add Design Contract Export 63 Draft Click on the HUB Participation tab Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design amp 15 11026 01 SCO Desig
22. close out the project the Available to Commit must be SO There are 2 options The first option is to select the and let the system Un assign the funds releasing them back to the Program This is recommended if there is only one fund source assigned to the project If there are multiple fund sources Bust is used the system will select which fund source to Un 78 T g Draft assign Option 2 is to navigate to the Program gt Assign Funds to Projects tab and change z the assignment amount to equal the committed amount and 4 Program 10114 St Construction Minor Renovations Program Program Funding Projects Assign Amounts to Projects Assign Funds to Projects Source Authorization Title Current C I C Original C I C Current Allocation Pending Proposed Assignments Orig Appr Changes Allocation Changes General Fund Minor Renovations 41501 4T04 41501 4T04 S 750 000 00 S 0 00 S 750 000 00 ProjectiD Project Name Agency Assignment Amount Project Code 11026 Enlarge conference room To Assign 560 000 00 Add Assignment Return to the Project gt Closeout Project tab and the Available to Commit should equal SO Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project CostEstimate Project Type Funds Assigned Financial Worksheet Contracts Milestones Closeout Project Close Close out Des
23. enter University download or any informal project construction contracts Within the InterscopePlus system design contracts typically lead to designs that require reviews at different stages of design At the end of the design process there is a construction contract and therefore the construction contract is linked to a design contract The item that connects the design contract and the construction contract is called a Package and it is primarily how SCO tracks the design review process To create a construction contract navigate to the appropriate design contract select the Packages tab and select the correct package Normally there is only one package Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer Detail Contract Scope and Fees Breakdowns Amendments Consultants Packages C9 Close SCO ID PACKAGE_TITLE STATUS PROJECT MONITOR COMPLETE TOTAL CONTRACT PLAN LOCATION gt Ke 5 11026 01A gt Enlarge conference room Under Design Unassigned 1 found New Package Export You will need to update the Bidding Construction Contracts information by indicating whether it is a formal contract and the construction procurement type of contract Single Prime Construction Manager at Risk etc from the drop down lists Filling in other information or updating status is optional Then Program amp 10114 5t Construction
24. enter the new correct amount in the Commitment Amt and MES Entering expenditures payments invoices is optional If there are invoices entered the commitment amount cannot be reduced below the expenditures and the commitment cannot be deleted All of the information from this tab rolls up automatically to the Estimated vs Committed tab as shown below 57 Draft Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Worksheet Summary Assigned Funds 100 000 00 Assigned Funds 100 000 00 Total Estimated Cost 350 000 00 Total Committed 99 500 00 Estimated Surplus Need 250 000 00 Available to Commit 500 00 Assign Funds Worksheet Detail e Enter Category Estimates Enter Total Estimates Committed Estimated Cos Original Contracts Revised Contracts Expended Design Fee 2500000 25 000 00 26 000 00 0 00 onstruction 300 000 00 72 000 00 72 000 00 0 00 ontingency 10 0000 otal 350 000 00 98 500 00 99 500 00 0 00 58 Draft O Entering Expenditures Entering expenditures is optional in this system but was provided to assist users in tracking
25. that would be used by the University System Community College System and all State Agencies InterscopePlus is now that system Screen representations shown throughout this manual currently reflect the Interscope system label but will subsequently be modified to reflect the new name InterscopePlus is designed to track the life cycle of Capital Projects from the time they are authorized until they are closed out including funding sources and HUB data Draft Definitions and Terminology Allocate Designating funds from an authorization to a program All funds must be allocated to programs before they are active Amendment A change to a design contract Assign Designating funds from a program for use in a project Funds must be assigned to a project before they can be committed or obligated for contracts or other expenses Authorization Approval by the relevant State governing body ies legislature OSBM UNC Board of Governors or County to execute a project It includes title description scope amount funding type general fund non general fund state debt non state debt R amp R R amp R debt budget code item center and date Community Colleges may have authorizations approved by the County Authorizations may be allocated to one or more Programs Category Project cost estimates are delineated by 4 categories Design Construction Contingency and Other Design represents the estimated cost of the design contract Co
26. that can be performed Approve or Reject They are available from the o Gas Approving the Change Order moves the process along to the next step in the Workflow Rejecting the Change Order at any step in the Workflow causes the Change Order to be returned to Step 2 where the originator Designer can change and resubmit The workflow is then reset and the audit trail found at the bottom of the page maintains a record of the prior workflow events This process continues until the final Workflow Step is completed and the Change Order is marked as Approved See Status field Alerts are sent to all Project participants as a notification that the Change Order has been officially approved Construction Contract 15 11026 01A 1 CO Cantractor Change Order 1 Detail w e Workflow 4l Action Close Status Gu Approve Package Status Under Construction Status Submitted Date Received Ge ys o Contract Status Valid Contract Status Date 4 21 2015 2 50 00 PM Last Update 4 21 2015 2 50 00 Twrerruiwdik 91 000 Workflow Activity USER sepes i COMPLETED ALERTED z STEF ACIIDM ALIVE HOLE FIRM ACENCY COMPLE IINE ON ON HESULI COMMENTS STEP m m sco rta 05212015 A 0 CREATE w DESIGNER Designer scodesigner 14 52 Crealed m m sco ne 04 21 2015 ee SUBMIT Pow DESIGNER Designer scodesiugner 15 41 Subrmilted SCO IEEE Approve Y as a ee 5 Oe a ae ie rd 0 5 5 5 5 1 Designer C
27. that will allow them to go directly to a program or project they want to work on Depending on your position or role you may have additional clipboards such as My Projects Change Orders in Progress or Funds Transfers The organization of the information is hierarchical and flows from authorization gt program gt project gt design contract gt package gt construction contract gt HUB data There are tabs that show where you are in the hierarchy and the options within the various levels Click on any tab at any level to move around the system B Searches Much of the navigation in InterscopePlus is accomplished using Searches You can enter as few or as many criteria as you wish The more that are filled in the shorter the list of returned data It is possible to put in enough criteria that the search will return O results If changing search criteria be sure to clear any unneeded items or LZ 12 Draft Entering Information A Authorization Authorizations will typically be entered by a senior level person within a State Agency Department by the System Office for Community Colleges or by UNC General Administration for Universities Your user profile should autofill the Department From the Home screen select Authorizations gt Authorization v InterSCOPE State Of North Carolina State USER trainer VIEW ALL Construction Office Home 9 Users f Companies 2 New C Design Review Authorizations LI Pro
28. that will need a contract time extension due to this change A 4 Are additional costs incurred by reason of the time extension if so include in items 586 below w v Contractor Designer Everti dax SS UONCEKENERKD 6 Estimated time extension field cost 5 if any i m Cost Summary Note Revised Contract days and amounts are pending final approval CONTRACT START ia SO CUMAENTCONTRACT ej TISORDER Revised Contract PENDING Construction Days 30 0 30 l 0 2 20 Cost S 135 000 So 2 135 000 i 0 00 2 135 000 00 Schedule Summary Note Revised Completion date is pending final approval CONTRACT START ORIGINAL DAYS ORIGINAL COMPLETION DATE PRIOR APPROVED CO Oars PRIOR APPROVED COMPLETION DATE THIS ORDER Revised Completion PENDING 04 03 2015 30 05 03 2015 0 05 03 2015 0 05 03 2015 PCO Breakdowns PCO 21 DESCRIPTION OF PES REASONH 5 FOR CHANGES PCO COST 8DAYE Provide adequate detail lo enable SCO Do property assign the cause Provide adeguate detail toa property justify cause comes codes DWANA design was for a8 wireless Ingemet Projector requires Ld hard wired congestion Amd data donnet Sor pro sec bor FRE WAHE VWPLOAEED EY BATE Contractors proposal Change Drie Propo O4 05 15 alee Delete EEEEEEEEEI EE T Lao Fes After it is saved it will show as Change Order with the next sequential number
29. z 7 x Exain obs 4A53I XIt 5 Moo Q0 00 t ooh T non Pr gram Apenry Cra ABitAAet Ap rtesi Chugh Cade Changed Avkisbii bi duigh Liagh e Drsperte in ured a 30 000 000 00 s 0 00 30 000 000 00 s 30 000 000 00 SOXHBDODOD OS STOCLOOC OC S30 0C OCCLOCOI Select 82 Draft Funds Transfer Summary Punda Trarrier o A etian ctosw Instituti n Agency UNC Pembroke Transaction Tranafer Funds Amount 2 TDCO DOO DG Remarks Tek utiity work 3 Frigia Efect on Source Authorization 41241 401 Pertenmim H Mir Effect on Destination Authoris 31031 2509 Agnscutuny Cer Authorized Funds Authorized Funds Effect on Source Program 5503 Performing Arts School Effect on Destination Program 5503 Agricultural Center Funds Allocated to Program Funds Allocated To Program VE 4 CSEM State Budget And Management Normally the requester will not be approving the request for the Agency Institution but an email will be sent to the Approver notifying him her that there is a request for his her action Funds Transter Summary Workflow Ctose Institution Agency Transaction Transfer Funds Amount 100 000 00 Remarks Shift utility work to this project Effect on Source Authorization 2017 152 1 202 Agrcudtuns Cenis Effect on Destination Authorization 1152 201 Perf vis 5 Authorized Funds Authorized Funds Effect on Source Program 9904 Agricultural Center Effect on Destination Program 5503 Perfor
30. 00 00 Project Type A3 Agency Project lt 500K State Debt No Override Project Type No Override State Land Yes Special Project Designation Standard Project Cen oe ul Requirements of this Project Type SCO Advisory Oversight Requested No Pe Sian iene Abbreviated Administer this project as if the est cost were 0 00 Review Only Milestones Required SCO Review For help see Project s Table Project Type State Construction Manual GS 143 129 GS 116 31 11 GS General Statutes 116406 GS 116 37 When it is Saved the Project Type is determined and displayed along with the P6 Schedule Requirement the SCO Role and Milestones Required 32 Draft H Financial Worksheet The financial worksheet provides information on the financial aspects of the project including such things as contractual commitments to design and construction To access this information navigate to the Project select the Financial Worksheet tab and it will display the Estimated vs Committed tab Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other C3 Close Worksheet Summary Assigned Funds 150 000 00 Assigned Funds 150 000 00 b150 000 00 Total Committed 0 00 Av
31. 30 Cost f 133 000 20 z 1235 000 ay 1 000 135 000 00 Schedule Summary Note Revised Completion date is pending final approval CONTRACT START a ORIGINAL DATE ORPOINAL COMPLETION DATE PO APPROVED CO Oars PRIOR ASADO COMPLETION DATE Tuig OODLE z Revised Completion FENDING Qiao AD z OSS z Siss z 052015 PCO Breakdowns PEOI DESCRIPTION OF PEO REASONS FOR CHANGES PCO COST DAYS Provide adequate detail 1 enable SOO 1n property assign the cause Provide adequate detail to property justify cause codes codes d data connecbon for projector Onginal design was for all witless intemet Projector requires 1 000 cl ad wired connec DIO DESCRTEETION FILE mang UPL fr Gant Contactors Proposal socdesigner AELAD 249 48 PM paeje Lipina Fikes The Designer may continue to make changes to the Change Order using the a until the time that the Change Order is submitted up The Designer may choose to abandon or delete the Change Order using the d 121700 However once it is submitted no changes or deletions are allowed 2 Submitting the Changer Order for review To complete this workflow step the Designer must submit the Change Order to initiate its review and approval by other Project participants Up to this point no other Project participant has been involved in the Change Order processing 51 Draft Submit the Change Order by selecting the A Confirmation win
32. 99 9999 Website URL ike Year Established Parent ike Parent Branch Select V Minority Type Select v ID Like Last Update gt v i Reset Col f Draft Click on the desired contractor from the list Select Contractor Name Like Y Voice ike v 999 999 Email ike v 9999 Status v Select Y Fax Like v 999 999 Contact Person ike Y 9999 Website URL ike v Line 1 ike Y Sum 2 Like Year Y City Like v Established State Like v Parent ike Y County v WAKE v m Pae v Select Y Zip Like v Branch Minority Type Y Select v ID Like Y Last Update gt v f searen Jf oone E reset CONTRACTOR CITY COUNTY STATE STATUS VOICE CONTACT 1 A and N Painting LLC Raleigh WAKE NC 973 478 A J Ware aand 2 Kenna Custom Painting Raleigh WAKE NC 919 855 Nancy Kenna kenn 3 Paintmaster LLC Wendell WAKE NC 919 365 Debra Eberhardt debr 4 Production Painting gt Raleigh WAKE NC 919 676 Keisha Rochelle ene 5 Superior Painting Raleigh WAKE NC 6 Third Eye Painting Zebulon WAKE NC 919 404 7 Tryon Hills Paint amp Raleigh WAKE NC 919 779 Avinash Bhathela avine 8 WYNN BROTHERS RALEIGH WAKE NC 919 872 1 page s 1 The contractor information is displayed in the Construction Contract Detail tab including HUB type and Contract status The Contract Status is set to Creating and the default Contr
33. Bonds issued by Institutions county or self liquidating funds 4 Draft R amp R Funding for R amp R from appropriations R amp R Debt Funding for R amp R from State Debt HUB Historically Underutilized Businesses and commonly used to refer to Minority Participation or Minority Business Enterprises MBE Item A 3 digit number assigned by OSBM in combination with the code to form a unique identifier for an authorized capital project Item numbers are assigned sequentially within each fiscal year Milestone Key date that is used to measure progress of a contract or project NCAS Center A unique data item of up to 8 alphanumeric characters that identifies the financial account in the North Carolina Accounting System NCAS related to a capital code item Package A process container for a construction project within the InterscopePlus system which provides a place to record detailed information captured during design review bidding award and the construction administration phases of a construction project Primavera P6 Statewide project scheduling system Schedules are required based on Project Type Program A collection of one or more projects closely related by initial authorization by the related nature of their execution and or having multiple funding sources for a single project The program serves as a bucket for funds from different authorizations that can then be assigned to projects as needed Program IDs are ge
34. Construction Contract 15 11026 01A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation HUB Good Faith Efforts Change Orders CA Action Close Construction Contractor s Good Faith Effort Affidavit State Construction Manual Good Faith Efforts 4 1 10 pts Contacted minority businesses i Affidavit Execution 2 10 pts Made the construction plans specifications and u requirements available Company Submitting Affidavit SCO Contractor 3 15 pts Broken down or combined elements of work ge pate 03 31 2015 4s 4 10 pts Worked with minority trade community or contractor organizations 5 10 pts Attended prebid meetings scheduled by the public Name of Authorized Officer Boss Man owner EN 6 20 pts Provided assistance in getting required bonding Title or insurance 7 15 pts Negotiated in good faith with interested minority Notarization Date businesses 8 25 pts Provided assistance to an otherwise qualified minority business 9 20 pts Negotiated joint venture and partnership arrangements Points Achieved 75 4 4s B GFE Assessment 50 points required to be considred responsive 10 20 pts Provided quick pay agreements and policies w Responsive If the contractor has submitted an Affidavit C on the HUB Participation tab click on the Add Subcontractor Program 10114 S
35. Contractor requesting to use InterScope must first be registered with Vendor Link the Interactive Purchasing System InterScope uses Vendor Link to obtain verifiable name and address information To register with Vendor Link access the following URL and complete the Vendor Registration process https www ips state nc us IPS vendor vndpubmain asp Once you have received notification that your Vendor Link registration has been completed you may request a logon for InterScope Follow these steps for creating a new Contractor user account 1 Select Contractor in the User Type field This will display the entry form see Figure 3 2 Click on the Search VendorLink button This will display the search page in see Figure 4 3 Enter the first 3 letters of your company name and press Search This will display search results see Figure 5 4 Find your company listing in the search results and press Select This will fill in your company information and return you to the account request form see Figure 6 6 Complete the remaining fields on the form and press Submit Note It is important that the email address entered for the Firm be one that represents the firm directly and is not necessarily defined for a particular individual since all communication from InterScope for this account will be sent to the email address on file 7 A request will be sent to the InterScope Administrator who will review your request ve
36. Design Construction 1 Contracts Contract CounterParty Contract For Contract Closed Ratings Present HUB Data Finalized Ready for Project Q sebut 15 11026 01A 1 ISCO Contractor Construction 15 11026 01 SCO Designer Design 2 Milestones certify that project milestone data is entered and complete 3 Close Design Construction for this project Close out Design Construction The boxes report completed activities and cannot be manually checked If they are not checked something was not completed in Steps 1 or 2 For 2 Milestones check the box Milestones are currently under development and will be found on the Project gt Milestones tab After completing the above Close out Design Constuction f 77 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Milestones Closeout Project Close Close out Design Construction 1 Contracts Contract CounterParty Contract For Contract Closed Ratings Present HUB Data Finalized Ready for Project Out Closeout 15 11026 01A 1 SCO Contractor Construction 15 11026 01 SCO Designer Design N A FA 2 Milestones a i yertty that project milestone data is entered and complete 3 Close Design Construction for this project close out Design Construction ly Financial Closeout 1 Des
37. Draft InterscopePlus User Manual Table of Contents l IriterscopePlus OVERVIEW ccisssiavus ie inpia e neos eE Ure OEE bie s UvVU S wPTE d Ta M Iav E UD P KU Ne pU SEINE 3 k P 00009 0 Termo a MR 4 I Users Roles and Permi IONS era EE 5 A New Account Instructions for D SIZMELS cccccccssseccccesseccceeececsenececeeeusececsuseceseuneceeeseuaecessunsces 6 New Account Instructions for Contractors ccccccccccccsessseseeecccccesaeessseccecceseessaeesseeeeeeesssuaasaaeeeeeeess 9 C New Account Instructions for Owner AGEN CIES cccceeeccccsssececceesececeeseceeeeeececeeaesecessenecessuneceetegees 10 IV Pri me E IO coat 12 A NOUN Cig m TTG 12 US 00 RUE 12 Ve Emene DOnna OE ee nt thc oed IR IMPREIP E PII MEIIDDM P MINCE mene 13 As AUNOA m Eos 13 Bs Creant a Pr OTa mavrseiessupsace sees iaaeyenines caves OD DEDOS DLE 15 Ge PANO UNS F UNOS NETTE 17 D Care Fl OCU ID Emm 21 SUE SU NOY UR EEEN 24 F Entering Cost Estimate o oA NETUS cenreson vaassaceaeansoesuess sou seancaan sense onevanseneeyanceceseesscaebansneesnayeeseses 27 a Determinme Project TVDO i eieipoi Per EYES ARERM SUNY rnnr eni rE EN EE NE ENE IONE HUE UR IXTRYAU PUE UNER UR UY RUM NE 28 H Financial Worksheet Er 33 l Creating a Design Contract sssssessssersessrs
38. Expenditures Construction Expenditures Other C3 Close Expenditure Details Save Cost Category Other Add line s 4 HUB Commitment Purpose Vendor Commitment Amt Open Amt Invoice Delete Survey Master Survey S 12 000 00 12 000 0ffAdd Invoice Commitment As with Design and Construction Expenditures enter the invoice number date and amount If you are tracking multiple funding sources insert the proper funding code from which the funds were taken for the invoice Then BEEN 61 Draft Commitment s and Expenditures Saved successfully Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Expenditure Details Cost Category Other Add line s 4 HUB Commitment Purpose Vendor Commitment Amt Open Amt Invoice o fh Survey Survey Master 12 000 00 6 000 00 ode Delo noie Ami ey Funding Code 1 04 09 2015 ui s 6 000 00 Delete Delete NENNEN 12 000 00 6 000 00 The amount expended and remaining balance are shown to the Total line and the expenditure appears on the Estimated v
39. Fiscal Year Funded 5515 Agency Propect Code Estimated Cost Eatimated Project Cost mui Total Amount Assigned Aube Estimated Heed Austar You will be asked to confirm that this is the project designation you want as it cannot be changed at a later time Go to the Project Type tab select nstitution and Cost Attribute and enter the Estimated Construction Cost Program s 10117 St Construction Non Code miam Projects Project 8 14029 St Construetien Paint dih fev spaces Project Costks mare ProjectTypa _ Funds Assigned Financial Worksheet Contracts P Link Miestcnes JH Action GiClose Attributes Determining Project Type Project Type Projeti Type Hot Known Institution I Agency i Construction Creerride Project Tyme No Overide Estimated Project Coats Estimated Coat Design Fee Requirements of this Project Typa Construction P6 Schedule Requirement Net Known Construction Contingency SCO Role Nes Knauwn Other Milestones Required Nes Knauwn Total Far help see Propect Types Table Siape Delt i General Statutes State Land Special Project Designanan Cay County Cuersigri verbo Request 71 Draft Select State Land Attribute and check box if appropriate Program 10117 St Constructon Non Coce item Projects Project 11029 St Construction Paint 4 floor spaces Prosci Cost Estate Propect Type Funds Assigned Financial Worksheet Contracts P6 Link
40. Like Program ID Like 7 i Status T Select Status T Program Name Like 7 Available t Transfer T EI TI The New Capital Program screen comes up Fill in the appropriate information The Program Name should be the same as the Authorization Title The Alternate Name is not required but it is for the local Agency Institution to use if they refer to the Program by a different name Then Action a Save NEW CAPITAL PROGRAM Program Department Administration Y Program Name Minor Renovations Agency St Construction v Alternate Name Fiscal Year 2014 2015 v Status Active Program ID Remarks You should now see the Program Screen with the new Program and tabs below it The Program is generated by the system and cannot be changed 15 Draft Program added successfully Program Frogram Funding Projects Assign Amounts to Projects w DA Action Close Department Administration Md Program Name Minor Renovations Agency St Construction Alternate Name Fiscal Year 2014 2015 Status Active Program ID 10114 Remarks 16 Draft C Allocating Funds Funds are allocated from an Authorization to one or more Programs If there are multiple fund sources for an authorization make sure that you select the one you want to allocate You must perform a separate allocation for each fund source to each Program NOTE All funds must be allocated to change the status from Allocation in Progress
41. Miestooes action QCiose Attributes Determining Project Typo Project Type Project Type Not Known Override Project Type No Override t will affect land owned or leased by the state of North Carolina fuqdremens of Oia PARA Typo P6 Schedule Requirement Not Known SCO Role Not Known Milestones Required Not Known For help see Protect Types Table Prot Type State Construction M General Statutes GS 1413129 Go 1160 21 11 116 a Go to City County Oversight Attribute and select appropriate option then a Program 10117 St Construction Non Code Item Projects Project 11029 St Construction Paint 4th floor spaces Cost Estimate Project Type Funds Assigned i Financial Worksheet Contracts P6 Link i Milestones l Project Attributes Determining Project Type Project Type Institution and Cost Project Type Not Known State Debt Override Project Type No Override State Land Special Project Designation Requirements of this Project Type P6 Schedule Requirement Not Known SCO Role Not Known City County Oversigt No F Milestones Required Not Known For help see Project Types Table Project Type State Construction Manual GS 143 129 GS 116 31 11 GS 116 40 6 GS 116 37 General Statutes Oversight Request 72 Draft The Project type is now established Program E 1011 S1 Congirucbon Non Cooe nem Prosects Project 8 19028 f Construction Paint 2th floor spaces
42. Oversight City County Oversight Not Applicable Y Project Type Funds Assigned Financial Worksheet Project Type Project Type Override Project Type Contracts Milestones Close P6 Link Al Action Not Known No Override Requirements of this Project Type P6 Schedule Requirement SCO Role Milestones Reauired Not Known Not Known Not Known Oversight Request If the project would not require SCO oversight but the Agency Institution would prefer SCO to have oversight it can be requested here An example is if the estimated cost for an Agency project is 490 000 they could request SCO treat it as if it were over 500 000 Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project Cost Estimate Attributes Determining Project Type Institution and Cost State Debt Project Type Funds Assigned State Land Special Project Designation City County Oversight Oversight Request _ SCO Advisory Oversight Requested gt About Interscope Financial Worksheet Contracts P6 Link Milestones _ Al Action C9 Close Project Type Project Type Not Known Override Project Type No Override Requirements of this Project Type P6 Schedule Requirement Not Known SCO Role Not Known Milestones Required Not Known Administer this project as if the c For help see Project Types Table estimat
43. Project Cost Estmate Project Type Attributes Determining Project Type Special Project Designation unity Oversight SCO Advisory Oversight Requested Administer this project as if thre dst cost were Funds Assigned T Candina bon 35 000 00 ABributes Finar ial Worksheet Project Type update successful Conti Palink M desones Project Type Project Type Ovenide Propect Type Requirements of this Project Type P amp Schedule Requirement S00 Role Milestones Required For help aan Faction No Override Abbrevinted Rere Cinhy SOO Bir Prosect Types Table BS 10 129 GS 1 OS 11D i25 T5 37 Go to the Contracts tab and select Add Construction Contract Program 10117 SL Construction Non Code Item Projects Project 11029 St Construction Paint 4th floor spaces Project Cost Estimate Project Type Select Contractor Name Email Like W Funds Assigned Panty Status Select _ Contact Person Like Y Line 2 Like v i v Line 1 Like v v City Like V State Like V County v Select v Zip Like YV Financial Worksheet Search Done g mmn 73 PGLink Milestones Close aid Construction Contract Voice ike 999 999 9999 Fax ike 999 9
44. Reply Reply to All F3 Forward sj aJ LA S X19 O From StateConstructionOffice doa nc gov Sent Fri 6 19 2009 5 55 PM Gioielli Mike Subject Change Order 15 is Submitted For Project 000609703 C Title Scienc North Carolina State Construction Office nterScope System Alert Date FriJun 19 17 55 15 EDT 2008 To tstoneking balfourbeattyus com From mike gioielli doa nc gov You are receiving an alert concerning the following document in InterScope Change Order 15 is Submitted for Project 000609703 C Title Science Complex Phase Il Physical Science Building Formerly New Yenable Hall Workflow Step 2 of 6 SUBMIT DESIGNER William Wilson Associated Architects Inc USER wilsonarch Click here to logon to InterScope and view it To access the Change Order simply click on the link at the bottom of the Alert Email 52 Draft You will be prompted to Logon and are then directed immediately to the Change Order page 4 Reviewing and Approving Change Orders Each participant will receive an alert via email concerning actions for each Change Order When the Contractor logs on to InterscopePlus he she sees a Change Orders In Progress clipboard on his her Home screen By selecting a Change Order he she can view the Work Flow Activity of that Change Order Change Orders that are awaiting their action are highlighted in yellow At this workflow step there are only 2 options l Approve
45. Toh Sethe ME agagah inr COMELETID oh ALERTED ON DISPOSITION Couaputs 1 CREATE N Sip NCT UNC Perntreke 5 IM ILS Creabel roe RMIT M AGENCY LINC Pembroke Ar13 2015 Pending ra J APPROVE N AGENCY UME Pernixeke 2 12 2015 Pending APPROVE Y EXEPARTMENT Education Institue LUnirers xes 5 APPRCIVT H DRM Grae Budya And Maragpmeri Commenis 83 They have the option of approving or disapproving the request using the Draft C2 Approve and making comments If they disapprove the requester and Agency approver are notified and the process is complete If they approve the request goes forward to the next Furids faise Summary Funds Transfer F Warktiaw Cio Institution Agency URG Pembroke Transaction Transter Funds Amount 5100 DOO DO Remarks shift utility work t This propect Effect on Source Authorization 2017 4157 307 Effect on Destination Autharizytian 41571 301 Peron Bu Authorized Funds Authorized Funds Effect on Source Program 2504 Agriculurgl cnet Emet on Destination Program 2553 Perromming Ars Schoot Funds Allocamed to Program Funds Allocated To Program i3 Workflow mE AZTION ETRE ROLE PA TEATEOM APPEL AEE COMPLETED Cli ALERTED Cli ESSPOTITIGN COMETI CRESTE AGENCY LIINC Perribirolcas 4 13 2015 Created rons SUBMIT AGENCY LINKS Pechino Ar 132015 Percy TCOX i APPROVE AGENCY UNC Pembroke 4 13 2015 Pending rcx 4 rr F DEFAXTMENT Educational institutions Minivens a 13 2015 Fencing uncga E APPROVE
46. Y CHEM State Buig And Marzkgerent lz Commens The status for the request remains in Pending until disapproved or until the top level of the approval process approves it ine naler Summary Funds Transfer Chose Institution Agency UNC Pembroke Transaction Transter Funds Amount 100 000 00 Remarks Snm uty work to this project Effect on Source Authorization 15531 3027 Annc utu Ceme Effect on Destination Authorization Arts k Authorized Funds Authorized Funds Effect on Source Program 9904 Agneutural Center Effect on Destination Program 9903 Performing Arts Scnoot Funds Allocated to Program Funds Allocated To Program fist Workflow STE ACTION ACTIVE ROLE ORGANIZATION SRA COMPLETED ON ALERTED OMi COSPOSZTION 1 MMENTS REATE i AGENCY UNE Perri che 4 13 2015 C esed LUX SUBMIT i AGENCY UNC Pembroke 4 13 2015 Pending 3 APPRO N AGENCY UNC Perrtroke 4 13 2015 Pending f 4 APPRI N DEPARTMENT Educamonal Institutions Universibes 413 2015 Pending i APPROVE N OSEM Sute Budget And Management 4 13 2015 Approwd osb Comments Once it receives final approval the funds will be updated and there will no longer be funds in a pending status While funds are in a pending status they may not be assigned committed or otherwise affected Pa Increase Decrease To request an increase or decrease in funds select the New Increase Decrease button Inter SCOPE State Of North Carolina State Construction Office VIEW Educational Ins
47. act Type is General Contract Select an appropriate contract type if other than General Entering Owner Contact Safety Officer Surety Sheets and Contractor Contact is optional Enter appropriate Award Details Contract Date and Contract JH Acton Amounts To avoid losing data you can as long as the status is Creating When all data is complete change Contract Status to the appropriate Valid contract type 74 Draft in this example and Construction Contract added successfully Valid Informa Program 8 10117 St Construction Non Code liem Proyects Project F 11029 5 Construction Contract 15 11029 01A 1 Production Painting Compan Construction Contract Detail w AlActior Q Close Contract Summary Contractor Award Details Formal Contract N Award Type Unknown Name Production Painting Company a Contract Status Awarde Address 8411 Garvey Drive Sute 105 Contract Typet p Construction San NTF 54 13 2015 RJE Licenses contact Contract Dates Contract Date Owner Contact Contract Amounts Project Financial Worksheet Summary Surety Total Committed Name Address Safety Officer Contract Amounts Agent Amount Days Address Change Order Current Enter Good Faith Efforts and additional HUB participation as appropriate Q Closing a Project Closing a project will allow it to be placed in an Inactive status and by limiting searches to Ac
48. ailable to Commit Total Estimated Cost Estimated Surplus Need Assign Funds Worksheet Detail Committed Estimated Cost Revised Contracts 15 000 00 120 000 00 6 000 00 9 000 00 150 000 00 Design Fee 0 00 0 00 Construction 0 00 0 08 Contingency Other 0 00 0 00 The Assigned Funds are automatically displayed based on the total amount of funds assigned from the Program regardless of funding source Details can be viewed on the Funds Assigned tab The Estimated Cost data is automatically displayed from the data entered in the Project Type gt Estimated Costs tab These costs can be changed by selecting the appropriate cost category and entering a new number in the field If the project type has not been established Estimated Cost information may be entered here The Total Committed is the sum of all commitments design contracts construction contracts and any Purchase Orders The amounts of the design contract and construction contract are automatically completed when the respective contract is executed Changes to those contracts are shown in the Revised Contracts column and the total of the Revised Contracts will become the total committed Refer to sections on creating design contracts creating construction contracts and change orders for details The system will allow the Estimated Cost to be greater or less than the Assigned Funds
49. ainting and Charlotte MECKLENBURG NC 704 349 Lucius Scott scottspait z 4 3 page s 1 2 3 21 found The contractor information is automatically entered based on your selection in the Construction Contract Detail tab The Contract Status is set to Creating and the default Contract Type is General Contract Select an appropriate contract type if other than General Entering Owner Contact Safety Officer Surety Sheets and Contractor Contact is optional Enter appropriate Award Details Contract Dates and Contract Amounts If this is a Standard Project the system will not allow commitments greater than the assigned funds To 45 Draft avoid losing data you can as long as the status is Creating When sufficient funds are E available to award the contract change the status to Valid Contract and Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer ___ Package 15 11026 01A Enlarge conference room A Construction Contract 15 11026 01A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation Ww Contract Summary Contractor Formal Contract N Contract Status valid Contract Y Contract Type General Contract v Negotiation N v Bid Number SCO 15 11026 01A Owner Contact Surety Safety Officer Sheets Package dates updated successfully Construction Contract updated successfully
50. all supporting documentation be gathered prior to change order entry After logging in the designer selects the Active Construction Contracts tab on his her Home screen then selects the contract for which the Change Order CO will be entered and clicks on it ri InterSCOPE State Of North Carolina State Construction USER scodesigner VIEW SCO Designer CHfice a Home a New q Projects a4 My Account dMy Company Iz Help hy Farias Activa Dasinn Contracts Active Cansinuction Contrasts Channa Orders In Praca Mu Prelate CONTRACTS AGENCY DESIGNER CDNTRACTOR TYPE A 1 14 11274 01A Miscellanecurs SCO Designer S00 Contractor General Contract E J t 11339 01A SB Construction 24 0 Designer Sul Gontractor General Contract ME q n k IINE CMM a E Ip Use the SCO File to identify the correct Construction Contract On the Construction Contract Screen select the Change Orders tab then go to Bacon Aga Change Order E Exper Design 14 11339 01 SCO Designer Package 14 11339 01A Enlarge Conference Roam Construction Contract 2 14 11339 01A 1 S CO Contractor Construction Contract Change Orders Bid items HUB Participation CHANGE ORDER F DAYS AMOUNT RECEIVED LAST STATUS STATUS m Fill in the appropriate information To upload files select at the bottom of the Screen In the File Uploader window select Choose File to browse for the file to upload 48 Draft File Uploader m CI Choo
51. but it will not allow Total Committed funds to be greater than Assigned Funds for Standard Projects Simply put you cannot contract for any work without sufficient funds available 33 Draft Other S would be other owner related costs that would appropriately be charged to the project such as advertising soils exploration materials testing fixed furnishings and equipment FF amp E etc Refer to the section on entering Other Commitments for detailed instructions Contingency S are assumed to be the construction contingency For projects with design contracts under negotiation the amount listed as the estimated contingency will automatically be shown as construction contingency when the design contract is established This may be modified in the design contract negotiation process and revised as appropriate 3o a a ava a C3 3 nala arata ASar e A ate C n c n 2 O r c a ween anaes oe averaia Ave availa a Mka C ave aya aia Oe v v v v v a a aya srera NAA ave Cl De Lan aie aia aia ava ry 4 aa ava a LI a a ri 4 TW v 7 Q CA CA v TO Program 9882 UNC School Of The Arts 2016 R amp R _Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate Project Type Estimated vs Committed Track Contingency Amounts Funds Assigned Expenditures Design Financial Worksheet Expenditures Construction Automatically draw down contingency amounts to fund c
52. cm Sedan ErR M PEMat e SEU ee E Enterin HUB Dataren o Iob I IEEE CR EVER NUR QU UTER INPUTS YE eens Kanes UA CUR ee e D Epod 1 HUB Entry as part of a Standard Project Single Prime esssssseesssseesesrreresrrrsesreresrrreerrereesrersesne 2 HUB Entry as part of a Standard Project CM at RiSk cccccccsssecccceesececeesececceesecessueeceeeenecss 3 HUB Only data entry Non code item center entry eese nnne Oi Closimg a PFOJeGE o pti Sh P dp edo PRG NGHE Gh ods I EE CM D OLLI gate Ee COMSTPUCTION Societ MEER PPNEBBI S iaSrelnig s eU UU T Le 3 Contract CloSBOUT sii eruere a ooa da Deas toam te ee edet M UM Leva a DH SIUE 4 RNANA ClOSCOUT sena ui exe Made u ties a a tan it sra Eom SaM Obi sape E Rs CIOSING a Proe a uates isa PERLE a EVO IU Wo Sbesa Moro Ies Edi ae eos VI Advanced FUNCTIONS venctatecct CDI Pee PUGS TANSI ens uioetisisosi uric uiu testes cnr intem inda TEA Latein bomi ePi aiat bus Ts upuds cre a cel car me r ea were ne a Essa mM rd IPIE NEN ecc EISE VII REDOUN mmm TR Draft InterscopePlus Overview Interscope was originally created in 200X for the State Construction Office for internal use in tracking projects as they moved through the office In 2012 the decision was made to incorporate the functionality of the University System s CAPSTAT Capital Project Status software into Interscope and then further to create a state wide Capital Project System
53. ct or by their nature have no design or code review such as small projects like painting road patching etc need to be entered for reporting capital activity as well as recording HUB data There is an abbreviated method for these entries NOTE If a project exists in InterscopePlus because of design or code review the construction contract and HUB data must be entered under that project regardless of the dollar amount of the project If the Project is funded from a Capital Project Code Item Center including R amp R it must NOT be entered as a Non Code Item Project HUB Only 70 Draft At the Program navigate to the Projects tab and click Add Project Chose re eii Agere Pene Coda en Ta lisas Cort EE Hub Deb Total 0 00 Proects found Agd Projeti Enter the Title and Description then select the Special Project Designation Non Code Item The HUB Only checkbox will appear and must be clicked to enter the checkmark Enter an Estimated Project Completion Funding Source and Fiscal Year Funded isn t then Program 8 10117 3 Gons on Non Code lPem Proiects NEW CAPITAL PROJECT Propect Project Information Basic Project Information Advanced Program 10117 Non CodeHem Projects Special Propect Designabian Slandand Project Performance Contract Department Amine O Enundanen Project Agency St Construction B Qum rS ProqectiDe Auto _ Estimated Project Comple Funding Saur
54. d and remaining balance are shown on the Total Design Contracts line Note that if you now go to the Estimated vs Committed tab the 59 Draft expenditure also appears Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Milestones Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Worksheet Summary Assigned Funds 25 000 000 00 Assigned Funds 25 000 000 00 Total Estimated Cost 50 000 000 00 Total Committed 22 000 000 00 Estimated Surplus Need 25 000 000 00 Available to Commit 3 000 000 00 Assign Funds Worksheet Detail Committed Estimated Cost Original Contracts Revised Contracts Expended Design Fee 5 000 000 00 3 500 000 00 3 500 000 00 60 000 00 Construction 40 100 000 00 18 500 000 00 18 500 000 00 0 00 Contingency 900 000 00 Other S 4 000 000 00 0 00 0 00 0 00 p Construction Expenditures Construction expenditures are recorded similarly to Designer expenditures Navigate to the Financial Worksheet gt Expenditures Construction tab and click on Add New Row Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Project Cost Estimate Project T
55. dow will appear to confirm this action Select Yes to continue or No to return The Change Order workflow is updated and processes any Alerts that are defined for this step The system is configured to send Alerts to the Owner Contractor and Project Monitor An Alert is sent for each logon associated with each project role 1 alerts created for users scocontract Change order has been submitted by scodesigner Design 15 11026 01 SCO Designer Package 15 11026 01A Entarge conference room Construction Contract 9 15 11026 01A 1 SCO Contractor Change Order 1 Detail worktiow Action cwse Status Package Status Under Construction Status Submitted Dote Received Total Days 0 Contract Status asd Contract Status Date 471 2015 2 50 00 PM Last Update 4 21 2015 25000 PM Total Amount 1 000 Workflow Activity see ACTION ACTIVE ace f2134 AGENCY USER COMSELETING ESTES COMPLETED OW ALERTED OW AEST COMMENTS EATE N Des R ECO Detig er 1 5688 t 2 susmi N DESIGNER _ SCD Cetigrer sco escner Dee T20Ts 1541 Suomewd al APPROVE Y contractor scoContractor al 4 APPROVE N ESGER SCO Designe SL Constructor 3 Receiving and responding to the Alert Each participant will receive an alert via email concerning actions for each Change Order E Change Order 15 is Submitted for Project 000609703 C Title Scienc Message HTML i File Edit View Insert Format Tools Actions Help a
56. e Click on each successive tab and complete the required information State Debt would only be applicable if the funding was provided through State Debt Bonds Certificates Of Participation COPS or R amp R Debt State Land This will be applicable to most projects except for Community Colleges and some Foundation projects Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room i Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Zl Action Close Attributes Determining Project Type Project Type Institution and Cost Project Type Not Known State Debt Override Project Type No Override State Land This project will affect land owned or leased by the state of North Carolina Requirements of this Project Type Special Project Designation you already selected this when you created the project City County Oversight This applies primarily to Community Colleges but would apply to any project where the local government will be responsible for plan approval and inspections 30 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project CostEstimate Attributes Determining Project Type Institution and Cost State Debt State Land Special Project Designation City County
57. e addition This will open a screen for entry of contractor information including name address and telephone which will be routed to the system administrator for approval entry HUB participation information for this firm may not be entered until the contractor is approved and loaded into the system An automatic e mail will be generated back to the requester when this has been done so that HUB entries may be completed Add SubContractor Name paint Email HUB Certified Select v Contact Person Address City State Zip Phone 999 999 9999 Company City State Voice C amp EQuES Paint Master Sanford NC 919 776 9251 Harris Lari REQUEST Paint4U LLC Greenville NC 252 558 3798 Barrett Jar REQUEST Paintbox Press Chapel Hill NC 919 969 7512 Pease Pan REQUEST Painted Plum Inc Charlotte NC 704 649 5628 Sau Panch REQUEST Painting amp Drywall By Villanueva Inc Raleigh NC 919 349 0204 Villanueva REQUEST Painting By The Colors LLC Four Oaks NC 919 963 2300 Nunez Mati REQUEST Painting Solutionss Experts LLC Raleigh NC 919 749 3149 Gotay Barl REQUEST Painting the Carolinas LLC Mount Holly NC 704 827 0210 Goolsby Cl 2 page s 1 2 66 Draft The selected subcontractor is displayed on the contractor list as shown below Now vH Acton DP id saa complete the CSI Division Work and Awarded amount and HUB Participation data saved Program 10114 St Construction Minor Renovations Projec
58. ectrical Inspection C3 Close SORIGINAL CURRENT ORIG DAYS CUR DA gt New Construction Contrac The Select Contractor window will appear Enter criteria needed to find the correct contractor and select the contractor from the search results Select Contractor Name Like v sco f Voice Like v 999 999 Email Like E 9999 _ Z Status v Select v Fax Like v 999 999 Contact Person Like v 3999 Like Y Website URL ike v Line 1 ike vw ue 2 Lke vj Year v City Like v Established State iL v i Parent Like County v Select v Parent Branch v Select v Zip Like Y Minority Type Y Select Y ID Like v Last Update gt a f Jj E seach EE ES CONTRACTOR CITY COUNTY STATE STATUS VOICE CONTACT A 11 Prescott Flooring UNKNOWN NC 12 Rescom Paint Company Welcome DAVIDSON NC 336 731 Tammie Lazeau tl8069 a 13 c CO Contractor Raleigh WAKE NC 919 807 Mike Gioielli mike gioit 14 Scope Services UNKNOWN NC 704 895 15 SCOTIA CONSTRUCTION CARY WAKE NC 919 467 Charlie charlie ctwilson scotiaco 16 Scott Fencing UNKNOWN NC 17 SCOTT PLUMBING amp NEW BERN CRAVEN NC 919 745 18 Scott s P
59. ed cost were Project Type State When all of the Attributes have been completed click located at the bottom right of the screen for a quick review 31 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Zl Action Close Attributes Determining Project Type Institution St Construction ii ote og Estimated Project Cost 150 000 00 Project Type Not Known State Debt No Override Project Type No Override State Land Yes Special Project Designation Standard Project County Oversight N A Requirements of this Project Type SCO Advisory Oversight Requested No P6 Schedule Requirement Not Known Administer this project as if the est cost 0 00 were SCO Role Not Known Milestones Required Not Known Change Attributes For help see Project Types Table FA Acton ae o tall save P l If the information is correct click or Change Attributes to modify the information Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project CostEstimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones ZlAction Close Attributes Determining Project Type institution St Construction nee Estimated Project Cost 150 0
60. enovations Authorization A Action Close Authorization Information Funding Information Department Administration 7 Agency 51 Construction 7 Fiscal Year 3974 2015 Li Tide Minor Renovations Status Acte Legislative Authorization w Authorized Purpose saal renovation projects Is From Capstat False A Authonzation em Summary Authorization Ilem Detail Program Allocation C Aulhorizabon Herm Audi Trait Uploads Comments Source Ong CC Curent Aumerzsbon Pending Changes Asadable Ta Alocate Ao bona Ong Appr Changes ERR EE I MM General Fund 41501 4704 5 750 000 00 5 000 750 000 On rogum Program Nam Orgral Alccaed Approved Pending Changestvalable to Axmen Asgnedio aT H daii Ut E AT Change Precis dDii4 51 Construction 1 7 M 750 000 00 0 00 000 750 000 00 0 00 Delete SCE Coun 1 To Ani 30 00 Non General Fundi4 1501 4704 s 000 0 jon Stale Debt 41501 4704 000 BR General i Fund 15014104 E 000 20 Draft D Creating a Project NOTE The Project must be created under the Program that will provide the funding for it At the top of your home page select Programs gt Program to bring up the Program Search Screen y InterSCOPE State Of North Carolina State USER trai VIEW State C truction Construction Office e M Home users Design Review authorizations D Programs Funds Transfer 4My Account Help Cost Estimate
61. es Confirm Password leecccecce t 1 Submit j Cancel First Time Users Please see Help Contact Administrator Release 5 1 20100226 Copyright 2008 2010 State of North Carclina State Construction Office Figure 7 When the InterscopePlus system administrator creates an SCO or Owner Agency user the user is assigned one or more roles such as Project Manager or Capital Project Coordinator CPC or Financial Manager Each role allows the user to access specific information in the system and the Menu options shown on the page header may vary based on the Role or Roles assigned to the user As an example a Project Manager may be able to view information only for projects within their agency or institution Permissions are part of roles and determine whether the Role can add change delete or only view the data on a given screen The Project Manager role can allow the user to view the funding sources for a project but not be able to change them but the user can change Milestone dates A user can have more than one Role depending on their job requirements and Roles can be added or deleted as job requirements change The System Administrator must make those changes based on requests from the appropriate management level This manual does not attempt to identify role requirements for each type of interaction 11 Draft Navigation A Home Each user has a home screen and may have a list of My Favorites
62. funds Then _ ems 81 Draft FUNDS TRANSFER DA Acti Transfer From Program Ferfcrrminag Arts Senaoed 7301 Source Uf Fur Codw mes Cesta Diga Coder Dies Ac pim kerari Appui Op Fyell War ugm Roadgiwp To Sean Pirie iret z5 41531 301 41571301 SANN 0530 000 00 sun a 5E AlSdt 941 41631802 LRT Lae LI aL PRE La TASUN Total Amount to Transfer 000 Transfer Ta Agency UNC Pembroke FUGIAT eke Cnr CEPI n Authorization 2017 6631302 Agree Cane This brings up the summary of the request Select d and you will see the workflow with the current status This also creates a Pending Change for the Authorization and Program financials Authorization 97 UNC Pembroke Performing Ans Busiaing Authorization Q Close Authorization Information Funding Information Department Educational Institutions Universities Budget Code 41531 Agency UNC Pembroke Budget Item 301 Fiscal Year 2016 NCAS Center Title Performing Arts Bulang Agency Funding Code Status Active Authorized Date 1 21 2015 Legislative Authorization Yes y Total Authorized 30 000 000 00 Authorized Purpose Construct new school for Performing Arts Is From Capstat False Authorization Item Summary Authorization Item Detal Program Allocation em Auat Trail Uploads Comments joue Ong CTX COnginal A thonzed Amount Approved Changes d hthonzabon imoont Current Abocated Amount Argredi To Projects Ava abie To Aeg 1 General F
63. grams 8 Funds Transfer Sil My Account a Help i orizati My Favorites Change Orders In Process My Projects TYPE d Authorization Item Delete This will bring up the Authorization Search screen Select the Add a New Authorization button y InterSCOPE State Of North Carolina State USER trainer Construction Office 2 Home Lo Users f Companies New Q Design Review Authorizations Programs Funds Transfer 4 My Account Help Authorization Search Authorization Information Funding Information Authorization ID v Budget Code ike Y Department v ALL Budget Item Like Y Institution Agency v Select Agency Y NCAS Center Like y Fiscal Year v Select Fiscal Year v Agency Funding r Title Like E Code Total Authorized gt v Status v Select Status v Available Funds gt v Legislative q ae Sete Program Like Y Authorization Fill in the appropriate information Budget Code is required Item OR Center is required but not both however all three may be entered Click on Note that the Status is Allocation in Progress This will not change until all funds are allocated to programs NEW AUTHORIZATION Authorization Authorization Information Funding Information Save Y Department Administration Budget Code 41401 a Pm Agency St Construction Y Budget Item Fiscal Year 2014 2015 v NCAS Center 4104 Title M
64. hange orders Contingency Amount Current Total Change 0 00 S 0 00 S D History of Changes Current Total Change New Total a aa LLALL a a a ry Ca T ry f a a ava aya a ara LA Lf VA v LA LA LA a Darme a a aa a a C aia aia aa Ave a a ww LA ww LA New Total Reason for Change 00 Reason HHO ES Ea Be entered 143r C ora Cy eC 34 Contracts Expenditures Other Transfer To N A Transfer To HUB Data 12 2 2014 Recorded On T CLOS rV NO C J2 rHaOc Recorded By scoadmin Recorded By a a ave J 31 a T Y vvv a ara C3 Close Save Draft 35 Draft li Creating a Design Contract For projects that have full SCO oversight SCO will enter the design contract This section is intended for non SCO users to enter University download or any informal project design contracts Navigate to the Project for which the contract will be created Select the Contracts tab then the Add Design Contract Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room C3 Close AJ m WERE ERCP PN a REN SN Ue rcd de ra aae e MER m Program 10114 St Construction Minor Renovations AANDE Dra Brig 1 Buc Project 11026 St EW DESIGN N EW DESIG N Select Designer a e vj 1 Velle v j6 999 9999 Email Like v 999 9999 Status v Active v
65. he project type described in detail in the next section 27 Draft G Determining Project Type Select the Project Type tab Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones Al Action Close Attributes Determining Project Type Project Type Institution and Cost Project Type Not Known State Debt Override Project Type No Override State Land Special Project Designation Requirements of this Project Type City County Oversight P6 Schedule Requirement Not Known SCO Role Not Known Oversight Request i Milestones Required Not Known For help see Project Types Table Project Type State Construction Manual GS 143 129 GS 116 31 11 GS 116 40 6 GS 116 37 Here you will enter information about the project which will be used to determine a Project Type which in turn determines SCO s oversight role what type of P6 schedule will be required and which milestones will be required Click on the Institution and Cost tab to start the process General Statutes Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones LZ Action Cl
66. ign Construction 1 Contracts All Design Construction contracts are closed out 2 Milestones certify that project milestone data is entered and complete Certified by Rich Cox on 5 1 2015 3 Close Design Construction for this project Reopen Design Construction Closed out by Rich Cox on 5 1 2015 Financial Closeout 1 Design Construction closeout must be complete 2 Allfunds assigned to this project must be committed or released Project Financial Worksheet Summary Assigned Funds 145 000 00 Total Committed 145 000 00 Available to Commit 0 00 Worksheet Detail Close out Project Financials Select REESE After executing this the project is closed 79 Draft Financial closeout successful Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Milestones Closeout Project Close Close out Design Construction 1 Contracts All Design Construction contracts are closed out 2 Milestones A I certify that project milestone data is entered and complete Certified by Rich Cox on 5 1 2015 3 Close Design Construction for this project Reopen Design Construction Closed out by Rich Cox on 5 1 2015 Financial Closeout 1 Design Construction closeout must be complete 2 All funds assigned to this project must be committed
67. ign Construction closeout must be complete 2 All funds assigned to this project must be committed or released Project Financial Worksheet Summary Assigned Funds 150 000 00 Total Committed 145 000 00 Available to Commit 5 000 00 Release Uncommitted Funds Worksheet Detail 4 Financial Closeout After the Design and Construction contracts have been closed the next step is Financial Closeout Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Milestones Closeout Project Close Close out Design Construction 1 Contracts All Design Construction contracts are closed out 2 Milestones certify that project milestone data is entered and complete Certified by Rich Cox on 5 1 2015 3 Close Design Construction for this project Reopen Design Construction losed out by Rich Cox on 5 1 201 Financial Closeout 1 Design Construction closeout must be complete 2 Allfunds assigned to this project must be committed or released Project Financial Worksheet Summary Assigned Funds 150 000 00 Total Committed 145 000 00 Available to Commit 5 000 00 Release Uncommitted Funds Worksheet Detail Close out Project Financials In the Financial Closeout section is a summary of assigned funds committed funds and any available funds To
68. inor Renovation Projects Dummy ires Status Allocation in Progress E Legislative Authorization 4 Authorized Date 02 27 2015 E Total Authorized Authorized Purpose small renovation projects Is From Capstat False 13 Draft Once saved the Authorization detail tabs show up on the lower part of the screen There is also a system assigned Authorization Select the Authorization Item Detail tab where you will enter the amount of the authorization in the proper fund source s When all fund sources have been entered Authorization 183 St Construction Minor Renovation Projects Authorization Authorization Information Funding Information Department Administration Y Budget Code 41401 _ 7 Agency st Construction v Budgetitem Fiscal Year 2014 2015 v NCAS Center 4T04 Agency Funding Code Title Minor Renovation Projects Status Allocation in Progress Authorized Date 92 27 20 Legislative Authorization Total Authorized 0 00 Authorized Purpose small renovation projects Is From Capstat False Authorization Item Summary Jj Program Allocation Authorization Item Audit Trail Uploads Comments Source Orig C I C Original Authorization Approved Changes Pending Changes Proposed Authorization Current Allocated Amount Assigned To Projects Available To Assign Amount Amount General Fund 41401 4T04 750 000 00 0 00 0 00 750 000 00
69. ion 9839 Construct new helipad 3 Construction 10114 Minor Renovations This takes you back to the Authorization Program Allocation screen with the selected program displayed ready for you to enter the appropriate dollar amount to be allocated 19 Draft Authorization 5 175 St Construction Minor Renovations Authorization A Action Close Funding Information Authorization Information Department Administration Y Budget Code Agency St Construction v Budget Item Fiscal Year 2014 2015 v NCAS Center Title Status Allocation in Progress Legislative Authorization Agency Funding Cod SSCS Authorized Date E Total Authorized Authorized Purpose Small renovation projects Is From Capstat False Orig C I C CurrentPending Changes Available To Allocations 750 000 00 Amount Minor oog D Allocation To Allocate 750 000 00 Count 1 n R amp R State Debt 1501 4T04 State Debt 41501 4T04 Enter the amount to allocate to the Program and click on the You will then see that the funds are allocated they are available to assign and because all funds are now allocated that the Authorization Status is Active Authorization update Fund Allocations Authorization 175 51 Construction Minor R
70. kg For Sitework lact Pack Prim nitractor 69 Draft It is recommended that you after each contractor as the Hub Participation Summary will be updated when you save HUB Participation data saved Program 9920 St Construction New Othce Complex Project 10929 St Construction Construct Building Design 16 10828 02 SCO Designer Package 16 10929 028 Construct Building Construction Contract 16 108293 02A 1 SCO Contractor Consiruchon Contract Detar Bad Items HUG Participation CMAR AUB Gocod Failhi Efforts Change Orders Al Action Close Construction Contract HUB Participation CMAR HUB Participation Summary Certified Only Contract Awarded current Construction Manager SCO Contractor os Construction 18 500 000 18 500 000 CMAR HUB Type Not a HUB Contract Amount Total HUB 1 500 000 0 Hub Data is FINAL Parucipation HUB a 8 1 0 0 Trade Sub Packages Show HUB Details Status as of Award Y Pkg gt For 5itework x Pkg Prima Hina Sitawerk Inc Change Hub Type F Certified Pkg Amount at Award Current amp D O00 1 500 000 00 Coonlracior HUE Type HUB Cobb CI DInersa n Work Pound Current Conlraci Fanyrments To Date na Add Subcontractor Add Trade Sub Package Pho 2 Continue entering Trade Sub Packages and Subcontractors until all HUB data is complete 3 HUB Only data entry Non code item center entry Small projects that are NOT part of a code item center capital proje
71. lopment or through full design but without construction administration CA funding availability Contract is the full State standard design agreement Letter Agreement General Use A design agreement using the letter agreement format with the work as described in the agreement Examples include feasibility studies or work under an open end design agreement Letter Agreement Programming Contract for programming using the letter agreement format and as described in the agreement Letter Agreement Commissioning Contract for commissioning using the letter agreement format and as described in the agreement Letter Agreement Sustainable Energy Programming Contract for energy modeling using the letter agreement format and as described in the agreement Not Applicable This would apply to projects where there is no design contract or code review such as HUB Only Change the Construction Target S Contingency Reserve Target S and or the Original Design Fee S as necessary Note that the target construction amount is assumed to be the construction budget estimate If the design agreement should reflect a different amount for example if you want to design to 85 or 9096 of the construction budget during periods of rapidly escalating prices change the target amount If the project is funded for Advanced Planning Only and funds are not available for Construction Administration check the box for Limit Design Fee Commitment to the following amount a
72. m Select the Projects tab then the Add Project button 21 Draft Program 10114 St Construction Minor Renovations Program Program Funding Projects Assign Amounts to Projects SL No Project ID Agency Project Code Project Title Estimated Cost Estimated Need Hub Only 0 Projects found Add Project Now you are on the New Capital Project screen Program 10114 St Construction Minor Renovations NEW CAPITAL PROJECT Project A Action Close Project Information Basic Project Information Advanced Program 10114 Minor Renovations Special Project Designation Standard Project Performance Contract Department Administration Foundation Project Agency St Construction Non Code ltem Project Project ID Auto Title Fiscal Year Funded 2015 Description Agency Project Code Estimated Cost Estimated Project Cost Auto Total Amount Assigned Auto Estimated Need Auto Fill in the Project Information Basic and Advanced as appropriate The Title and Description are required The Agency Project Code is optional In the Advanced block select the appropriate type of project under Special Project Description Standard Project The default type that will apply to most Capital projects Performance Contract This applies to Guaranteed Energy Savings Performance Contracts Foundation Projects This applies primarily to UNC System projects that are designed constructed by a fo
73. mary Amendment Fees and Funds and Amendment Dates Enter only the changes to the Fees and Target Funds necessary for this amendment These changes will be added to the existing contract There must be a s Acton Save inl description of the amendment Enter the appropriate dates and 41 Draft Amendment added successfully Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer ___Amendment 1 Amendment A Action C3 Close Current Design Contract Financial Worksheet Summary Amendment Fees and Funds Estimated Construction Target 120 000 Chenge to 0 Assigned Funds y Contingency Target 6 000 E 150 000 Change to Contingency 0 Estimated Cost 150 000 Targets Current Design Fee 10 000 sri Change to Design Fee 1 000 Estimated Surplus Need 0 r Actual Assigned Funds 150 000 Total Committed Available to Commit 140 000 Worksheet Detail Amendment Dates Description Create existing condition floor plan Amendment Date 03 01 2015 Signed By Designer 93 01 2015 Signed By Agency 03 02 2015 SCO Receipt f Generate Amendment MS Word Ge and it takes you back to the Contract Amendments tab and shows you the results of the amendment Program amp 10114 SL Construchon Minor Renovations _Project amp 11028 5L Constructi
74. ming Aris School Funds Allocated to Program Funds Allocated To Program J Workflow ve ACTION ACTA ROLE IGANFZATION APPS VER COMPUETEP ON ALERTED C PZSROATTION COMMENTS ATE AGEN UN Okr Created att AGENCY IC Perrbrok 4 13 2015 Pending ROVE Y AGENCY UNC Pembroke 7 PR t i DEPARTMENT E wu Try a XM x joe rer The person who is the next level up in the approval process will open the transaction and make a decision to accept or reject the request by selecting the appropriate Warkficrw i iw Approve t Lus button under Workflow They may make comments in the space provided at the bottom of the workflow and an explanation in the comments is mandatory if they Reject the request If that person disapproves the request the original requester is notified and the process is complete If that person approves the request the system notifies the next higher level approver The 3 level person must log in and navigate to the pending request Furngcs mik Surrey Funds Transfer 29 worknow Close Institution agency URG Feimnbroke Transactionc Trarester Funds Amount 5100 000 00 Remarks Shift utility work 10 mhis propere Effect on Source Authorization 41631 37 Agm uud o Effect on Destination Authorization 11521 2271 Perform Art Authorized Funds Authored Funds Effect on Source Program FAH Agie umaa Certs Effect on Destination Program S202 Pertomning Ars Scnooi Funds Allocated to Program Funds Allocated To Program Z7 Workflow Tt
75. n HUB Good Faith Efforts Change Orders Construction Contractor s Good Faith Effort Affidavit 1 10 pts Contacted minority businesses Affidavit Execution 2 10 pts Made the construction plans specifications and requirements available Company Submilling Te 5 contractor Affidavit 3 15 pts Broken down or combined elements of work VETE mene E y 4 10 pts Worked with minority trade community or Date contractor organizations y 57 10 pts Attended prebid meetings scheduled by the public Name of Authorized Officer Boss Man owner 6 20 pts Provided assistance In getting required bonding Title D or insurance NET y 7 7 15 pts Negotiated in good faith with interested minority Notarization Date businesses g main Pa See assistance to an aierwisa qualified GFE Assessment 50 points required to be considred minority business responsive B 20 pts Negotiated joint venture and partnership arrangements Points Achieved 0 10 20 pts Provided quick pay agreements and policies X Not Responsive 64 Draft Once saved the system will calculate the number of points and determine if the contractor is responsive Affidavit and Good Faith Efforts updated successfully Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer ___ Package 15 11026 01A Enlarge conference room
76. nd insert the proper dollar amount The financial controls will not allow a commitment greater than the funds Available to Commit You can atany time 39 fa Home users 1 Companies 2 New Q Design Review Draft Authorizations By Programs Funds Transfer sa My Account Heip Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace NEW DESIGN Detail Contract Scope and Fees Breakdowns Contract 1 Contract ID 17 10876 01 SCO Oversight SCO Plan Review SCO Oversight Contract Type Standard Design Contract Fully Funded Contract Status Creating v Designer Name Capital Building Consultants E Address 11040 Old US Highway 52 Winston Salem NC 27107 Licenses N A HUB Firm U HUB Status Certified No Change Designer Dates Selection RFP Letter y y Agreement Signed By Designer Signed By Agency SCO Acceptance Financial Worksheet Summary Estimated Assigned Funds Estimated Cost Estimated Surplus Need Actual Assigned Funds Total Committed Available to Commit Worksheet Detail e0 000e 100 000 350 000 250 000 100 000 S0 100 000 Design Contract Fees and Funds ORIGINAL DESIGN CONTRACT Construction Target Contingency Reserve Target Original Design Fee CURRENT DESIGN CONTRACT Construction Target Contingency Reserve Target
77. ner Package 15 11026 01A Enlarge conference room Construction Contract 15 11026 01A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation HUB Good Faith Efforts Change Orders TA Action Close HUB Participation Summary Certified Only Awarded Current Construction Contract HUB Participation Genera SCO Contractor Contractor Construction Contract 135 000 00 135 000 00 Amount GC HUB Type Not a HUB Total HUB Participation 0 00 0 00 HUB Data is FINAL HUB 0 00 0 00 Affidavit B Show HUB died gt Source of p de c Detalls Status as of Information Affidavit D MUST first enter Good Faith Efforts Contractor HUB Type HUB Certified CSI Division Work Awarded Current Contract Payments To Date Final Payment 0 found Add Subcontractor This provides information on the HUB status of the Prime Contractor and the current HUB participation If the contractor does not meet the HUB Goal currently 1096 then the Good Faith Efforts must be documented Select the HUB Good Faith Efforts tab f Acton d Save enter the appropriate information and Program 10114 St Construction Minor Renovations _Project 11026 St Consiruction Enlarge conference room Design 15 11026 01 SCO Designer Package 15 11026 014 Enlarge conference room Construction Contract 15 11026 014 1 SCO Contractor Construction Contract Detail Bid items HUB Participatio
78. nerated and assigned by the system Project A project is typically any work requiring a design and construction contract and may involve construction or renovation of a single building or repairs to numerous buildings as authorized in R amp R funding Project IDs are generated and assigned by the system Projects must be created in the Program from which they will be funded Project Type A designation based on agency institution dollar amount of project funding type and other factors that determines what oversight role SCO will exercise such as managing design and construction contracts reviews etc and the P6 schedule requirements There are different project types based on the department agency authorization and dollar amount of the project Special Project Designation Classification of certain projects that are not given an OSBM code item and do not follow the typical financial controls These include HUB only Code only or Chancellor s Projects Users Roles and Permissions Every user must have a username and password If you do not have one go to the State Construction Office Website http interscope2 doa state nc us 88 interscope logon action Click on the Request Logon Draft IntersCOPE State Construction Office Project Environment Welcome to InterScope User Login Username Password Your browser is unsupported For the best experience please use the latest release of Internet Explorer or Firefox
79. ng you to the program screen Select the Assign Amounts to Projects tab and click on Add Assignment 24 Draft Program 10114 St Construction Minor Renovations Program Program Funding Projects Assign Amounts to Projects Al Action Close Assign Funds to Projects 0 Current Pending Proposed Allocation Orig Changes Allocation Appr Changes Minor Renovations 41501 4104 750 000 00 750 000 00 1 Fund Assignment s found then ions FIA mm 7 78 A i jn Amounts to Projects VIR Department Administration Agency St Construction Program 10114 Minor Renovations Projects zii Ee d ES E Er un _ Upload Files ES Cancel Enter the amount of funds you want to assign and then Program 10114 St Construction Minor Renovations Program Program Funding Projects Assign Amounts to Projects Assign Funds to Projects Source Authorization Title Current C C Original C I C Current Pending Proposed Allocation Orig Changes Allocation Appr Changes l eneral Fund Minor Renovations 41501 4T04 41501 4T04 750 000 00 0 00 750 000 00 SY 11026 Enlarge conference room E 50 000 Delete To Assign 75u uuU 00 EXE Add Assi nme t 750 000 00 0 00 750 000 00 1 Fund Assignment s found Acton To Change an Assignment Amount type in the new desired amount and Nac To review
80. nstruction New Office Complex Project 10929 St Construction Construct Building Project CostEstimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Worksheet Summary Save Assigned Funds 25 000 000 00 Assigned Funds 25 000 000 00 Total Estimated Cost 50 000 000 00 Total Committed 22 000 000 00 Estimated Surplus Need 25 000 000 00 Available to Commit 3 000 000 00 Assign Funds Worksheet Detail Committed Estimated Cost Original Contracts Revised Contracts Expended Design Fee 5 000 000 00 3 500 000 00 3 500 000 00 60 000 00 Construction 40 100 000 00 18 500 000 00 18 500 000 00 50 000 00 Contingency 900 000 00 Other 4 000 000 00 0 00 0 00 0 00 3 Other Expenditures To enter Other expenditures a commitment needs to exist first See Entering Other Commitments Navigate to the Financial Worksheet gt Expenditures Other tab and click Add Invoice Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design
81. nstruction represents the estimated cost of all construction contracts Contingency represents the estimated cost of construction contingency Other represents the estimated cost of project related or owner costs such as soils exploration materials testing advertising fixed furnishings and equipment FF amp E etc Change Order A change to a construction contract either to the dollar amount duration or both Code A 5 digit number that designates the funding authorization assigned by OSBM The first digit is a 4 which signifies capital project The second and third digit represents the fiscal year that the project is authorized 14 2014 The last two digits indicate the state agency or UNC institution For Community Colleges that are authorized funding by the County a 5 digit number that does not start with 4 will be used Commitment A signed contract or Purchase Order for which the State or County is obligated to pay the stated amount Estimated Cost Total estimated cost of the project broken down by category Typically this would come from the State Construction Office OC 25 form or for Community Colleges the NCCCS 3 1 Form Expenditure A dollar amount that has actually been paid Fund Source There are 6 different sources of funds defined General Fund Appropriated funds Non General Fund Receipts grants gifts cash County appropriated funds etc State Debt State Bonds COPS or Special Indebtedness Non State Debt
82. o SCO at the time of design negotiations There is no mechanism for committing or expending funds from the contingency line with one exception described below These funds must be moved to Design Construction or Other to be committed For Standard Projects the system financial controls will not allow making commitments unless funds are available in the category in which the commitment will be made i e a design contract or contract amendment cannot be signed if there are not enough funds in the Design Fee category in Estimated Cost You must move funds into that Category equal to or greater than the amount to be committed The simplest way to move contingency funds is in the Financial Worksheet Estimated vs Committed tab Here the amount in the Estimated Cost can be changed by entering the new amount and ose f A transaction of this type is shown in the example below If a more detailed audit trail is desired the entries may be made directly on the Contingency tab 54 Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Track Contingency Amounts Save Automatically draw down contingency amounts to fund change orders Contingenc
83. on Enlarge conference room Design 15 11026 04 SCO Designer Detail Contract Scope and Fees Breakdowns Amendments Consultants Packages SDESIGN FEE SCONSTRUCTBON SCONTINGENCY AMENDMENT DATE SIGNEE a l Create existing condibon floor plan 1 000 00 0 00 0 00 2015 03 01 20157 Add Amendment Export On the Detail tab it Shows the updated Current Design Contract Design Fee and updated Total Committed 42 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer Detail Contract Scope and Fees Breakdowns Amendments Consultants Packages A Action Close Contracts 1 Dates Design Contract Fees and Funds Contract ID 15 11026 01 Selection 2015 02 05 e SCO Oversight Review Only RFP Letter 2015 01 21 7 Siini anii many EE SCO Plan Review Code Only Agreement 2015 02 17 Construction Target 120 000 Signed By 2015 02 18 X Contingency Reserve Target 6 000 Designer 8 000 Signed By 2015 02 19 4 Original Design Fee 2 Contract Type Standard Design Contract Fully Funded Agency SCO Acceptance 7 Contract Status Active Y CURRENT DESIGN CONTRACT 120 000 4 Construction Target E Contingency Reserve Target 6 000 Design Fee 310 000 Financial Worksheet Summary Estimated Designer D Actual Commitment Amt 10
84. onsinuc tion m St ooo Construction The owner must certify that sufficient funds are available for the change order before h he tat EF e approving 53 Draft Project Financial Worksheet Summary Assigned Funds 150 000 Total Committed 145 000 s 5 The owner certifies that the project s Assigned Funds are s ER E 95 000 adequate to support this change order Yes This Change 1 000 Available ta Commit After this Change 4 000 Worksheet Detail Change Order Sequencing Change orders must be entered submitted and approved in sequence There are safeguards in place to check for any outstanding prior change orders before a newer change order can be approved Change orders may also be deleted at any time before submission The system will review the current sequence of change orders and re sequence them as appropriate to maintain a consistent ordering Contingency Funds Within the context of InterscopePlus contingency funds are the construction contingency funds that are shown as a line item in the design contract The amount entered in the estimated cost field for contingency is automatically carried into the design contract but can be modified before contract commitment Some Agencies Institutions choose to use the contingency line as a total project contingency which is acceptable For projects with SCO Full Oversight the amount of construction contingency must be clearly communicated t
85. or released Project Financial Worksheet Summary Assigned Funds 145 000 00 Total Committed 145 000 00 Available to Commit 0 00 Worksheet Detail Reopen Project Financials Closed out by Rich Cox on 5 1 2015 R Closing a Program 80 VI Draft Advanced Functions A Funds Transfers Funds transfers allow moving funds from an Authorization Program to another Authorization Program It begins with entering a request and continues with a sequential multi step approval process A separate request must be created for each source of funds to be transferred The Program that the funds will be transferred from must have unassigned funds equal to or greater than the amount to be transferred within the source of funds to be transferred i e the program must have 15 000 unassigned Non General Fund NGF funds in order to be able to transfer 15 000 NGF Excess funds in projects may be unassigned to increase the amount of unassigned funds available within a program At the top of your home page select Funds Transfer gt Funds Transfer to bring up the Funds Transfer Search Screen InterSCOPE State Of North Carolina State Construction VIEW Educational Institutions Universities Office fa Home j Companies 2 New Authorizations LI Programs 8 My Account Help J My Favorites Change Orders In Process My Projects TYPE FAVORITE Delete On the search screen you can search for a previous reques
86. ose Attributes Determining Project Type Project Type Project Type Not Known Institution Agency St Construction Override Project Type No Override Estimated Project Costs Estimated Cost Design Fee 0 00 Requirements of this Project Type Construction 0 00 P6 Schedule Requirement Not Known Construction 0 00 Contingency l SCO Role Not Known Other 0 00 Milestones Required Not Known Total 0 00 For help see Project Types Table 28 Draft For State Agencies and Community Colleges the Estimated Cost must be subdivided into 4 categories Design Fee Construction Contingency and Other For UNC Institutions the Estimated Costs must be subdivided into the 4 categories for projects estimated at more than 2M and so subject to SCO oversight For projects estimated at less than 2M the estimate may be entered in the 4 categories or as a lump sum cost by selecting the appropriate radio button Program 10110 Elizabeth City State University Small Projects Project 11021 Elizabeth City State University Dean s Suite Update Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Al Action Close Attributes Determining Project Type Project Type Project Type Not Known Institution Agency Elizabeth City State University Override Project Type No Override Estimated Project Costs Estimated Cost
87. payments to designers contractors and other vendors 1 Designer Expenditures Navigate to the Financial Worksheet Expenditures Design tab and click on Add New Row Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Expenditure Details Save Cost Category Design Commitment 1 SCO Designer Add New Row Enter the invoice number date and amount If you are tracking multiple funding sources insert the proper funding code from which the funds were taken for the invoice Then Expenditures Saved succ 1 Authorization Program 9920 St Construction New Office Complex gt Authorization Item Project 10929 St Construction Construct Building Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Expenditure Details Save Cost Category Design Commitment 1 SCO Designer Add New Row Mendor Committed Invoice Date Amount Agency Open Funding Code SCO Designer 1 iij 60 000 00 Delete The amount expende
88. rify the information against the data in InterScope activate your account and send an email notifying you that the account has been activated Note A user account cannot be established for any contractor that does not have prior or current approved and active construction projects setup in InterScope Inter SCOPE State Construction Office Project Environment HUB VendorLink Search Enter the first 3 letters of your company name then press Search to locate your Vendor Link record Contractor Name Search concer All fields are required Figure 4 Draft Inter SCOPE State Construction Office Project Environment HUB VendorLink Search Enter the first 3 letters of your company name then press Search to locate your Vendor Link record Contractor Name Gene First Prev 1 2 3 Next Last Company Contact Hame Jordan Gene Gene Jordan Appramal Services Phone 818 221 32212 x P O Box 14108 Fax 919 231 4077 mE Raleigh NC 27620 TolF ree Email genejrdgibelaouth net Hame WViestman Kieth General ASP gt AppliTrack Phone E47 475 2282 x 108 B001 Lincoln Avenue Suite 704 FAX Skokie IL 60077 TolF ree Emat keth oeneralasp com Hame Ortega Ana General Biomedical Service inc Phone 50458 5597 x 1900 25th Street Fax 800 558 0449 Kenner LA 70062 TolfF ree Emaik infoggenerabiomedical com Figure 5 InterSCOPE State Construction Office Project Environment New User Logon User
89. rksheet Summary Save Assigned Funds 100 000 00 Assigned Funds 100 000 00 Total Estimated Cost 350 000 00 Total Committed 173 000 00 Estimated Surplus Need 250 000 00 AvailabletoCommit 73 000 00 Assign Funds Worksheet Detail s Enter Category Estimates Enter Total Estimates Committed Estimated Cost Original Contracts Revised Contracts Expended Design Fee 25 000 00 25 000 00 0 00 onstruction 300 000 00 147 000 00 0 00 ontingency 10 000 00 Other S 1500000 0 00 0 00 0 00 172 000 00 173 000 00 47 Draft B Construction Contract Change Orders The construction change order process is controlled by a work flow that requires the sequential execution of the steps by the respective parties Only Designers or InterscopePlus users given the appropriate permission are allowed to create and submit change orders for review processing and approval The electronic change order process is used for all formal projects both those subject to SCO oversight and University download projects University change orders follow a slightly different approval process with the final approval being at the University level rather than at SCO L Creating the Change Order NOTE Each Proposed Change Order PCO requires supporting documentation to be uploaded for review and acceptance A PCO cannot be added without supporting documentation It is recommended that
90. s Committed tab Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Project Cost Estimate Project Type FundsAssigned Financial Worksheet Contracts P6Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Worksheet Summary Save Assigned Funds 25 000 000 00 Assigned Funds 25 000 000 00 Total Estimated Cost 50 000 000 00 Total Committed 22 012 000 00 Estimated Surplus Need 25 000 000 00 Available to Commit 2 988 000 00 Assign Funds Worksheet Detail Estimated Cost Original Contracts Revised Contracts Expended Desion Fee E 5 000 000 00 3 500 000 00 3 500 000 00 60 000 00 Construction s 40 100 000 00 18 500 000 00 18 500 000 00 50 000 00 Contingency s 300 000 00 Other S _4 000 000 00 12 000 00 12 000 00 6 000 00 MEC 50 000 000 00 22 012 000 00 22 012 000 00 116 000 00 62 P Draft Entering HUB Data HUB data must be entered as part of a construction contract For Standard Projects with designers or SCO code review HUB data should be entered at the time of contract award and the data is saved as At award If the minimum 10 participation goal is not achieved then the Good Faith Effort must be entered HUB data should be updated
91. s must be moved to Design Construction or Other before being committed expended is when the Automatically draw down contingency amounts to fund change orders box is checked In that case the system will move Contingency funds to the Construction category to cover the Change Order up to the amount of Contingency funds available The History of Changes tracks all changes in Contingency regardless of the method of change 55 N Draft Entering Other Commitments Other Commitments are those owner expenses related to the project that do not involve design or construction contracts typically things like advertising surveys permit fees etc NOTE Commissioning Special Inspections and similar services that are selected using the design contract procedures must be recorded as design contracts not Other commitments Navigate to the Project Financial Worksheet Estimated vs Committed tab Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other C3 Close Worksheet Summary keene oa Assigned Funds 100 000 00 Assigned Funds 100 000 00 Total Estimated Cost 350 000 00 Total Committed 98 000 00 Estimated Surplus
92. se File No file chosen Add File to List To Upload Files 1 Browse and select file 2 Add File to List 3 Upload File s when ready to transmit files Description L upaa Fae cose When the file is selected it will be uploaded to the window Upload as many files as necessary Add a description and File Uploader a Choose File No file chosen Add File to List Cancel O ChangeOrders doc application msword 2068992bytes D Change Order Proposal 04 06 15 xlsx application vnd openxmlformats officedocument spreadsheetml sheet 8519b Remove file s from List To Upload Files 1 Browse and select file 2 Add File to List 3 Upload File s when ready to transmit files MiContractors Proposal 755 5 a o Z O LI Upload File s Close uA Arion and repeat the steps for each PCO then To add more PCOs click the 49 Draft Design 15 11026 01 SCO Designer Package 15 11026 01A Enlarge conterence room J Construction Contract ft 15 11026 01A 1 SCO Contractor NEW CHANGE ORDER Detail Status Package Status Under Construction Status Creating Date Received Total Days 0 Contract Status Valid Contract Status Date Last Update Total Amount 0 00 Designer Summary 1 Schedule tems affected by this change FE 2 Can Contractor mitigate the change without requiring a contract time extentsion wv v 3 Select the Contractors
93. sh a logon If your firm does not have a signed contract with the State of North Carolina your logon request may not be authorized To find out more about doing business with the State of North Carolina visit the State Construction Office website at http www nc sco com Contact Design Firm Address City amp State Zip Phone Example 800 555 1212 License amp User Type NCBA NCBELS NCBOLA Other E IMPORTANT Each logon allows access to the projects contracted from one office If your company has multiple locations please request a separate logon for each location Enter the office location for this logon Offidelocation User Level 5 Department User Agency User Department Agency Y Department Agency Ea Are you a Capital Projects N v Coordinator Usemame f O Full Name p M Emak Phone Example 919 807 4100 Password Confirm Password LL M Include any special instructions or comments regarding your new account Comments Submit Cancel Help First Time Users Please see Help All fields are required Release 6 8 201301004 Copyright 2014 ina state Alale of North tarolna state Construction Draft B New Account Instructions for Contractors Note Any
94. show 4 Workflow the Status and the Work Flow Activity and the icon appears 50 Draft Change Order added successfully Design 8 15 11026 01 SCO Designer Package 15 11025 01A Enlarge conference room Construction Contract 15 11026 014 1 SCO Contractor Change Order 1 Detail T Package Status Under Construction Status Created Date Received Tetal Days Contract Status aid Contract Status Date 471 2015 2 5000 PII Last Update 4 71 2015 2 S0 0DCO PM Total amount 1 006 Waorkfiew Activity i regi CREATE DESIGNER 00 Designer 2 SUBMIT Y DESIGNER SCO Designer 3 APPR VE M CONTRACTOR S00 Cantar E APPROVE NH DESIGNER SO Designer APPROVE N CNNER 5 ConstrucBon APPROVE N sco E Consinicon Designer Summary 1 Schedule tems affected by this change 2 Can Cantraetor mitigate the change without requiring a contract time extentsian Ye T 3 Select the Contractors that will need a contract time extension due to this change O 4 Are additional costs incurred by reason of the time extension if so include in tema 86 below Contractor Designer 5 Estimated Cost of Change qd 6 Estimated time extension field cost 5 If any Cost Summary Note Revised Contraci days and amounts are pending final approval CHARGE CARERS CONTRACT teat perium CUKRENT CONTRACT ei THES ORDER Revised Contract PENDING Construcbon Dans 30 2 30 aj z
95. srsesrrsresessrsrrsresesresessessssesrsersseseoresesseereseoresresresessesne 36 J Entering Design AmenadtmieliL i c res bebe beiea ideis iu vea RUM Uer spe E UE EE NEE DU SIUE UID AES 41 K Creating a Construction CODLIFBCE vosssoseess svn Vase oe eV ETE FE Eu ERVHEUNERS SERT ES SPPP en Uus Vu svRTN VER RUPFII eV UEPS MEC SUP rea DS 44 L Construction Contract Change Orders cccccssscccsssececseceeeneccesceeeeeeceeeneceeeeceeeucessensceseeceseeeenens 48 I Create the Change Order us iue p everti ner encore beseiu eite rei nae EEE 48 2 Submitting the Changer Order for review cccccsssccccssssececceseccccescceseuseececeeneceeseeseceseueceeeaeneess 51 3 Receiving and responding to the Alert esee nennen nennen nnne nnns 52 4 Reviewing and Approving Change Orders ccccccsscccessececesececesecceenceeaeesceeeeceeeneessesceseeceeneness 53 Changes OO Si SOO US GIN ei EE EE E E E O 54 Mi SIS ns MR Nem A EE EEE 54 N Entering Other Commitments cccccsssccccssececesecccencecesceceusececeeceseseeeeescessseceseneceeeneeseeecesaueeeesens 56 O Entenng Expenditures ircseiiecmasssccdtmimodm deat tvi t eura bts Paar ma PISO ee recie ont Spp ciBvIDL Oe uS QUE LL eee l DesinerExpenditul 85i eni vien eta quee qe ine e aaa desea va es eese erede u ln Ve e ee tees D Lu oH DE 2 Constrrictlon EXDBHgdItUl BS asocia tutore qs vim a vat Reis a a aan Ke des ai Mr oe tue Tet 9 OME ad EXDODOItH BS mete a t
96. st Effect on Authorization 2017 31511 5313 Ag C Effect an Program TAH Agric ullum Center Authorized Funds Funds Allocated to Program I 3 Workflow mr ACTION ACTIVE ROLE RAITT ee COMPLETED CM 2k FATED CH DEEPOSETIDNN COMBMENTE CRESTE N EDEN Un f 4 md ANE T Y F1 AW um APPREN M AGEM unc Pemb APERT N KT 1T foe n y BPPR N N CM Skate ER AT A The workflow continues the same as a funds transfer request until it is approved or rejected Reporting 85
97. t i id ir Select the Design gt Detail tab and change Contract Status to Complete and Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer Detail Contract Scope and Fees Breakdowns Amendments Consultants Packages Contract 1 Dates Design Contract Fees a Contract ID 15 11026 01 Selection 2015 02 05 Delete 9 ORIGINAL DESIGN CO SCO Oversight Review Only RFP Letter 2015 01 21 7 SCO Plan Review Code Only Agreement 2015 02 17 9 Construction Target 120 000 e Signed By 2015 02 18 Q Contingency Reserve Target 6 000 Designer Signed By 2015 02 19 5 Original Design Fee 9 000 Contract Type Standard Design Contract Fully Funded Agency SCO Acceptance Contract Status Complete v CURRENT DESIGN CONTRACT 120 000 SS eere Construction Target 9 Contingency Reserve Target 6 000 7 Design Fee 10 000 Financial Worksheet Summary gt Contract Closeout Select the Project gt Closeout Project tab If the Steps 1 and 2 above were completed correctly all of the check boxes for 1 Contracts should be checked Program 10114 St Construction Minor Renovations _Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Milestones Closeout Project Close Close out
98. t 11026 St Construction Enlarge conference room Design st 15 11026 01 SCO Designer Package 15 11026 01A Enlarge conference room Construction Contract 15 11026 01A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation HUB Good Falth Efforts Change Orders LA Action Close Construction Contract HUB Participation HUB Participation Summary Certified Only Awarded Current General OM ontracto i Contractor SCO Contractor Construction Contract 5455 000 00 135 000 00 Amount GC HUB Not a HUB Doe Total HUB Participation 15 000 00 0 00 HUB Data is FINAL HUB 11 11 0 00 Affidavit B ShowHUB Source of dics Detalls Status as of Information Affidavit D MUST first enter Good Faith Efforts Contractor HUB Type HUB Certified CSI Division Work Awarded Current Contract Payments To Date Final Payment Paint Master B Y 09700 WallF Vinyl Wall Covering 15 000 00 0 00 0 00 x 1 found Add Subcontractor The HUB particpation is automatically calculated and displayed for Certified HUB contractors Uncertified HUB firms may be listed but will not be reflected in the disiplayed calculations Continue adding subcontractors as necessary 2 HUB Entry as part of a Standard Project CM at Risk HUB Entry for CM at Risk differs from Single Prime in that participation must be reported for each 1 tier subcontractor Therefore there is a Trade Sub Package for each 1 tier subcontrac
99. t 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Milestones L Action C3 Close Project Information Basic Project Information Advanced Program 10114 Minor Renovations Special Project Designation Standard Project Move to Another Program Performance Contract a Foundation Project Department Administration Non Code Item Project Agency St Construction Project ID 11026 Fiscal Year Funded 2015 Title Enlarge conference room Description Reconfigure offices to increase size of conference room and upgrade media capabilities Agency Project Code Estimated Cost Estimated Project Cost 0 00 Total Amount Assigned 0 00 Estimated Need 0 00 23 Draft E Assigning Funds Note Before assigning funds to a project the project must exist and there must be funds allocated to the program and available for assignment If there are multiple funding sources in a program funds can be assigned to the project from any available source At the top of your home page click on Programs Program to bring up the Program Search Screen USER trainer VIEW State Construction y InterSCOPE State Of North Carolina State Construction Office Home users Design Review authorizations J Programs amp Funds Transfer JMy Account Help Cost Estimate My Favorites Change Orders In Process
100. t Construction Minor Renovations _Project 11026 St Constructlon Enlarge conference room Design 15 11026 01 SCO Designer Package 15 11026 014 Enlarge conference room Construction Contract amp 15 11026 01A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation HUB Good Faith Efforts Change Orders Al Action 9Close Construction Contract HUB Participation HUB Participation Summary Certified Only Awarded Current General os Contractor POM Son eer GORPITUGU On orient 135 000 00 135 000 00 Amount GC HUB Type Nota HUB Total HUB Participation 0 00 0 00 cd HUB Data is FIMAL HUB 5 0 00 0 00 Affidavit B Show HUB d Source of ee Detalls Status as of Information D Affidavit D MUST first enter Good Falth Efforts Conlractor HUB Type HUB Gerified CSI Division Work Awarded Curent Contact Payments To Dale Final Payment Add Subcontractor 65 Draft This will bring up the Add Subcontractor search box Enter information about the desired subcontractor and M Select the desired contractor from the pick list Selection may be made from either Request or Select options displayed The difference between these two options is a system parameter involving where address information is stored If the desired company is not listed click on the additional box for Add New Contractor not shown in this illustration to request th
101. t that has been made to check the status or create a new request A new request may be either a transfer of existing funds from one program to another or an increase decrease in authority Increase decrease in authority applies generally to Non General Fund or Non State Debt funding sources where the agency institution is providing the funds or releasing unneeded funds Both follow a similar approval process InterSCOPE State Of North Carolina State Construction Office VIEW Educational Institutions Universities iy Home Companies 2y New Authorizations C5 Programs Funds Transfer My Account 9 Help Funds Transfers Search Enter criteria and press search Department Request Status v Select Status V Educational Institutions Universities v Budget Code jke v Institution Agency Y Select Agency Budget Item Like v Fiscal Year v Select Fiscal Year NCAS Center Like v Change Amount gt v Request Type V Select Transfer Type Y EIE E aa 1 Funds Transfer Select the New Funds Transfer button Search for the Program that you want to transfer the funds from and select the desired program Enter the amount you wish to transfer If there are multiple fund sources in the program be sure to select the desired fund source Then search for and select the Program to which you will transfer the funds Enter appropriate remarks as to why you are transferring the
102. the outcome of your action you may click on the Project ID or Project Name and it will take you to the Project Select the Funds Assigned tab and you can see the funds have been assigned 25 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts Milestones Project Funds Assignment Summary Project 11026 Enlarge conference room State Debt ubtotal State Debt 0 00 Non State Debt ubtotal Non State Debt 0 00 General Fund Authorization Current C I C Orig C I C Minor Renovations 41501 4T04 41501 4T04 SS EEE ESE f ubtotal General Fund Non General Fund ubtotal Non General Fund 0 00 R amp R General Fund ubtotal R amp R General Fund R amp R State Debt ubtotal R amp R State Debt Total Assigned 26 Draft F Entering Cost Estimate Cost Estimate in terms of InterscopePlus refers to the OC 25 for capital projects or Form 3 1 for Community Colleges If the OC 25 for the project has been certified by SCO it will show on the screen for the Cost Estimate If the project name has been changed the system may not find the OC 25 and the Search feature can be used to find it If an OC 25 does not exist there is an option to create one Estimate information is entered as part of the process of establishing t
103. titutions Universities fa Home M Companies JjNew _ Authorizations M Programs Funds Transfer S My Account Help Funds Transfers Search Enter criteria and press search Department v Request Status y Select Status V Educational Institutions Universities v Budget Code ike Y Institution Agency Y Select Agency Y Budget Item Like v Fiscal Year Y Select Fiscal Year Y l Y Change Amount v Request Type Y Select Transfer Type Y EI EJ TIME 84 VII Draft NOTE You may only increase or decrease existing authority Search for and select the authorization you wish to increase Enter amount and remarks then enw Authorization Change Qciose Increase or Decrease Authority Existing Authorization Total Authoriaed E mt kc 3 posed i v wd Tats 416 163 13 4163 1 416 ex 41531 313 1531 313 3 0 01 o 41631 313 41631 313 NGF SDOUX Suu S000 3390 1531 313 41631 313 RRGE 0 Lx o 113 4153 Allocate To Program Program sqreutural Center 9904 X Reman supplement for increased cost This brings up the summary of the request Select and you will see the workflow P iorden with the current status Select to send the request forward for approval Authonzibon Change Goss Institution Agency INC Pembroke Transaction Increase Decrease AOINE 330 000 00 Remarks Supplement sor increased co
104. tive projects minimize the number of projects returned in searches It is also beneficial to close projects while all information and people involved are available and current 1 Construction Closeout Project closeout begins with the construction project Once work is completed and the contract is documentation is being finalized a contractor evaluation is required That is completed on the Construction Contract Evaluation tab This does not show in the sandbox Review and update HUB data on the HUB Participation tab Change HUB status to Finalization check the HUB Data is FINAL box and 75 Draft Program 10114 St Construction Minor Renovations Project 11026 St Construction Enlarge conference room Design 15 11026 01 SCO Designer _ Package 15 11026 01A Enlarge conference room Construction Contract 15 11026 01A 1 SCO Contractor Construction Contract Detail Bidltems HUB Participation HUB Good Faith Efforts Change Orders Close Construction Contract HUB Participation HUB Participation Summary Certified Of Awarded Current General Contractor SCO Contractor aA SRS PAT IEEE ERR CREO Construction Contract Amount 135 000 00 135 000 00 HUB Type Nota GC EE ie m Total HUB Participation 40 000 00 45 625 00 jus Data is FINAL HUB 29 63 33 80 Show HUB Details Status asp Z Z a ee E en Finalization Y Source of Information Affidavit C Contractor HUB Type
105. tor or Package Prime Contractor and the HUB subcontractors under each Trade Sub Package are recorded 67 Draft If the construction contract was created as a CMAR the appropriate HUB Participation CMAR tab will show up under the contract Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Design 16 10929 02 SCO Designer _ Package 16 10929 02A Construct Building _ Construction Contract 16 10929 02A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation CMAR HUB Good Faith Efforts Change Orders 2 Action Close Construction Contract HUB Participation CMAR HUB Participation Summary Certified Only Contract Awarded Current Construction Manager SCO Contractor P Construction CMAR HUB Type Not a HUB Contract 18 500 000 18 500 000 Amount Hub Data is FINAL Total HUB 0 0 Participation HUB 0 0 0 0 Trade Sub Packages Show HUB Details Status as of Award Y Add Trade Sub Package Pkg 2 For Sitewor Ge tnc erme cana A For each Trade Sub Package enter the Pkg and type of work then Select Package Prime Contractor The Pkg is user defined and may be whatever is customary for the organization making the entries Similarly the type of work under For is a user defined entry but should be generally descriptive of the nature of the work Search for the desired contractor and select them Add SubCon
106. tractor I Name Hine Email HUB Certified Select v Contact Person Address City State Zip Phone 999 999 9999 sean Done Reset i Company City State Voice Cont o UES Hine Sitework Inc Goldsboro NC 919 736 8990 Hine Ann 1 page s 1 68 Draft Enter the Pkg Amount at Award If there are HUB subcontractors for the Package Prime they should be added by clicking Add Subcontractor Program 3 8820 St Construction Naw Officea Complex Project 10929 5L Construction Construct Building Design 16 10828 02 SCO Designer Package 16 10929 024 Construct Building Construction Contract 2 16 10929 02A 1 SCO Contractor Construction Contract Detail Bid Items HUB Participation CMAR HUB Geood Faith Efforts Change Orders Al Action C3Close Construction Contract HUB Participation CMAR HUB Participation Summary Certified Only Contract Awarded Current Construction Manager SCU Contractor Construction 18 500 000 18 500 000 CMAR HUB Type Not HUB Contract Amount Total HUB elites i 0 Hub Data is FINAL Participation HUB 59 0 0 0 0 Trade Sub Packages Show HUB Details Status as of Award Pkg Far Sitework x Pkg Prime Hine Sitework Inc Change Hub Type F Certified Pkg Amount at Award Currant C1 500 000 00 Contractor HUG Type HUE Certibed Col Division Work Awarded Current Contract Payments To Dae na amie QA Subrontracto ya Add Trade Sub Package P
107. und 41531 301 0 00 600 000 00 500 000 00 600 000 00 350 000 00 150 000 00 2 Non Gereral Fund 41531 J01 0 00 0 00 0 00 0 00 0 00 0 00 3 Non State Debt 41531 2013 0 00 0 00 0 00 0 00 0 00 0 00 0 00 4 RSR General Fund 41521 201 0 00 0 00 0 00 0 00 0 00 0 00 0 00 5 RAR State Debt 41531 301 0 00 0 00 0 00 0 00 0 00 0 00 0 00 6 State Debt 41531 201 30 000 000 00 0 00 0 00 30 000 000 00 30 000 000 00 30 000 000 00 0 00 30 500 000 00 30 600 000 00 30 350 000 00 _Authorization 87 UNC Pembroke Performing Arts Bulking Authorization x Ciota Authorization information Funding Information Department Peucalenal Ineftutions Linneriifies Budget Code 41511 Agency UNC Pembroke Budget them 301 Fiscal Year 2015 NCAS Center Titis Frerfeurming Agta Budi Agency Funding Coda Status Active Authorized Date 1212015 Legislative Authorization ves ur Total Authorized 20 DOO DOO 00 Authorized Purpose Construct mew school for Performing Arts is From Capstat False Auonzation Hen Summary Putnorization Fem Detail Bais Dig HHE Current Soiriz aliae eee Org Appi Changes 31537 X 1 5 04M 2641 303 eB ona oo mila in aamignatignad to Frniecta ene Fund 550000000 335000000 Non General Furd 1531 301 600 500 Non Stae Debt 41531 3031 000 s 000 RAH General Fund 41531 2301 3 000 00d 2 RER State Debt 1531 301 000 090 ET i pin a P
108. undation but must be reviewed by SCO Non Code Item Projects This is for projects that do not go through the normal State authorization process such as county funded projects at Community Colleges or projects completed with operating funds This will also be used for reporting small project HUB information An Estimated Project Completion date Funding Source and Fiscal Year Funded must be entered 22 Draft NOTE Once you have selected the project designation and saved it cannot be changed If it is the wrong designation it will have to be deleted and re entered with the proper designation Action Save Then Program 10114 St Construction Minor Renovations NEW CAPITAL PROJECT Project C9 Close Project Information Basic Project Information Advanced Program 10114 Minor Renovations Special Project Designation Standard Project Performance Contract Department Administration Foundation Project Agency St Construction Non Code Item Project Project ID Auto Title Enlarge conference room Fiscal Year Funded 2015 Description Reconfigure offices to increase size of conference room and upgrade media capabilities Agency Project Code Estimated Cost Estimated Project Cost Auto Total Amount Assigned Auto Estimated Need Auto This assigns a project number and displays all of the respective tabs Project added successfully Program 10114 St Construction Minor Renovations Projec
109. y Amount Current Total Change New TotalReason for Change Transfer To Recorded On Recorded By 1 000 000 00 0 00 0 00 N A w 4 8 2015 scoadmin History of Changes Current Total Change New Total Reason Transfer To Recorded On Recorded By 0 00 1 000 000 00 1 000 000 00 Auto Update from Estimated Committed tab N A 04 08 2015 InterScope Enter the amount of change or the new total the reason for the change and where the funds are going Then EXE There s no reason shown for this example This makes the new blank look just like the history change and so is confusing Contingency Data saved successfully Program 9920 St Construction New Office Complex Project 10929 St Construction Construct Building Projet Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Track Contingency Amounts Save Automatically draw down contingency amounts to fund change orders Contingency Amount Current Total Change New TotalReason for Change Transfer To Recorded On Recorded By 900 000 00 0 00 0 00 N A w 4 8 2015 scoadmin History of Changes Current Total Change New Total Reason Transfer To Recorded On Recorded By 0 00 1 000 000 00 1 000 000 00 Auto Update from Estimated Committed tab N A 04 08 2015 InterScope The exception to the rule that contingency fund
110. ype Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Expenditure Details Cost Category Construction Commitment 1 SCO Contractor CAdd New RoW otal Construction Contracts Enter the invoice number date and amount If you are tracking multiple funding sources insert the proper funding code from which the funds were taken for the invoice Then Expenditures Saved successfully Program 9920 St Construction New Office Complex _Project 10929 St Construction Construct Building Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Close Expenditure Details Cost Category Construction Commitment 1 SCO Contractor Add New Row Vendor Committed Invoice Date Amount Agency Open Funding Code SCO Contractor 1 04 09 2015 50 000 00 Delete otal Construction Contracts 18 450 000 00 60 Draft The amount expended and remaining balance are shown on the Total Construction Contracts line Again if you now go to the Estimated vs Committed tab the expenditure also appears Expenditures Saved successfully Program 9920 St Co
111. ype Funds Assigned Financial Worksheet Contracts P6 Link Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other C3 Close Expenditure Details Save Cost Category Other Add line s 4 HUB Commitment Purpose Vendor Commitment Amt Open Amt Invoice Delete 000 0 00 Add Invoice enc ae otal 0 00 0 00 0 00 If the vendor is a HUB check the box at the left Assign a commitment which can be a PO number or anything you want a purpose or description of what is being purchased the vendor and the commitment amount then IESU vendors must be selected from the vendor search Commitment s and Expenditures Saved successfully Program 9882 UNC School Of The Arts 2016 R amp R Project 10876 UNC School Of The Arts Replace roof Workplace Project Cost Estimate Project Type Funds Assigned Financial Worksheet Contrats Pelink Milestones Estimated vs Committed Contingency Expenditures Design Expenditures Construction Expenditures Other Q3 Close Expenditure Details Save Cost Category Other Add line s 4 HUB Commitment Purpose Vendor Commitment Amt Open Amt Invoice Regional Land Delete otal 1 500 00 1 500 00 0 00 Unlike design or construction contracts there is no formal process for changing these commitments If there is an increase or decrease to the commitment amount simply

Interscope User Manual- Draft - North Carolina Community College

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