Job Aid: Construction Services POR/BOM
Creation in NexsysOne
The purpose of this job aid is to walk CMs through the process of creating a Construction Services BOM in NexsysOne, which initiates a Purchase Order Request. Once General Contractors complete the services and the corresponding approval milestones are actualized by DISH, a Purchase Order will be initiated, beginning the payment process for GCs.
Creation of the GC Quote
GCs are responsible for creating their GC Quote utilizing the template provided to them by DISH. NexsysOne refers to the GC Quote as a GC PORT, so you will see this naming convention within the system. This section outlines the process of creating the quote, but please note that this is the GC’s responsibility.
GC will navigate to ProjectOne > Project Library in NexsysOne.
GC will select the Templates folder, locate the applicable POR Template, and download the document. There are a total of six POR Templates corresponding to various site types (Rooftop or Collocation) and vendor payment terms (Net 15 One MS, Net 15 Two MS, or Net 60 Four MS).
Note: Vendors should be aware of their own payment terms. Most should have Net 15 Payment Terms with two payment milestones. For more information, reach out to WirelessVendorManagement@dish.com.
GC will make updates to this document by inputting basic site information at the top, and then by editing the Quantity column of the document. Prices are standardized and cannot be edited. GC will add a quantity of 1 to the appropriate Base Scope task item and the appropriate quantities to any MAOs specific to that site in accordance with the CDs.
Once the quote is completed, the GC should save the document and upload it to the specific site. They will open the site details, navigate to the Documentation tab, the Construction folder, and upload to the placeholder titled SiteID_GC_PORT.
Accessing and Reviewing the GC Quote
The Construction Services Purchase Order is created by building a BOM. Before creating the BOM, the CM should review the GC Quote upload by the GC. Additionally, the CM will need to access this document to properly price items as you create the services BOM. Each site will have a placeholder for this GC Quote (titled GC PORT) in the Documentation section for that site for you to access.
From the Control screen, open the site you will be creating a service BOM for.
Navigate to the Documentation tab.
Select the folder titled ‘Construction’.
Select the placeholder for SiteID_GC_PORT and an option to download will appear in the top right.
After downloading, open the document. Review the quote to ensure alignment with the Construction Drawings. The CM should review all scope items, MAOs, and Out of Scope Requests (located on the OOS Details tab of the form) to ensure the GC is providing a quote that complies with contract terms.
If correct, approve the document. If not approved, provide feedback to the GC and have them reupload a new document.
At the bottom of the document, you will see line items for the total project price, as well as a breakdown of the cost by milestone. This section will be necessary to reference during CX Service BOM creation. Prices may vary based on the requirements for that site. An example is shown below:
Note: The example above depicts a Net 15 Two Payment MS PORT Form. This should be the most common PORT form utilized, but you may also see PORT forms that utilize One or Four Payment Milestones, depending on the GC.
Building a Construction Services BOM
From the Control screen, open the site you will be creating a service BOM for.
Navigate to the BOM tab.
Create a new BOM. If there are no existing BOMs for this site, you will select ‘Create BOM’. If existing BOMs are present, select the ‘New’ icon, shown below.
Name the BOM using the following naming convention: [SITE ID] CX Services. Be sure the Type is set to ‘Service’ and a Buyer is selected. Once all information is filled out, click ‘Save’.
To add the Construction Services to your empty BOM, select the ‘Load Template’ icon.
Under the Template dropdown, search for and select the template titled ‘Construction Services in order 12’ or ‘Construction Services in order 1234’, depending on whether the PORT form is for two or four milestones. Click ‘Save’ to add these items to your BOM. Four items will be added corresponding to the construction payment milestones.
Each item price will need to be individually adjusted according to the percentage of the total cost that milestone represents. These separate costs are calculated for you on the GC Quote document, as outlined in the first section of this document. Refer to the GC Quote document as you edit the price for each of the BOM items. To edit the price, double click the line item, edit the Price field, and click ‘Save’.
After editing prices, review the BOM. The example below depicts a Net 15 Two Payment MS Services BOM.
Select this icon to submit:
The BOM will create a POR, which will then be sent on to the appropriate parties for approval.
Lastly, actualize the task CX120 Construction POR Submitted for Approval under milestone MA120.
Change Orders
Changes Before Construction Start
If a necessary change is identified before construction has begun, the CM should reject the original PORT form from the Doc Rejection section of NexsysOne.
The GC will then revise the PORT form as needed and re-upload to the Construction folder within the Documentation tab. The additional items can then be added to the original BOM using the MAO line items within NexsysOne, corresponding to the Task ID listed on the PORT form. Submit the updated BOM.
The updated PORT form should be attached to the POR created for these additional items.
Changes After Construction Start
If a necessary change is identified after construction has begun, the GC is responsible for uploading an additional PORT form containing just the new line items. This will be uploaded to the Supplemental PORT Forms folder in the Documentation tab.
Once uploaded, the GC should communicate to the CM that the supplemental PORT form is ready for review. Once notified, the CM should:
Navigate to the site and find the Supplemental PORT Form in the Documentation folder shown above.
Select and download the document. Review the quote to ensure the change order is approved.
If issues are identified, provide feedback to the GC and have them reupload a new document.
Once the supplemental PORT form is confirmed as accurate and necessary, navigate to the BOM tab.
Select the CX Services BOM from the dropdown.
Add Change Order line items as needed to the BOM based on the Supplemental PORT Form. Note: Change order line items are indicated by the Task IDs with a ‘-CO’ ending as seen below:
For any line items with a variable price, the max price will auto-populate. Edit the Item Price to reflect the price listed on the supplemental PORT form.
For the payment milestone, always select the final construction payment milestone - CX506 Lien Release. Change orders will always be invoiced at this milestone for 100% of the cost.
When all line items have been added and prices have been edited, review the BOM to ensure accuracy. Then, select this icon to submit the BOM:
The BOM will create a separate POR, which will then be sent on to the appropriate parties for approval.
This Supplemental PORT Form should also be attached to the corresponding POR for approvers to easily access and review.
Navigate to the POR tab.
Double-click open the POR corresponding to the CX Services BOM that was just submitted.
Select the Document tab.
Select the Upload icon to upload the PORT form for that site.
