Negotiations and Approval

Play-Implementation

Overview

In this subprocess, we deal with the process of Credit Card Negotiation and Award.

Organization: ORG

Roles

Negotiations and Approval Manager
Credit Cards Manager
Program Manager
Overall Programs Manager
Mission Directorate Representitive,
Field Center Credit Card Manager,
Credit Card Specialist,
GTR,
Credit Card Reviewer,
Safety Reviewer,
Awardee,
Field Center Program Manager
EHBs Developer

Table of Contents

1. Administrative Tools
2. Register Key Players
3. Develop Program-Wide Model Credit Card
4. Develop Field Center-Wide Model Credit Cards
5. Credit Card & Deliverables Negotiations
6. Analysis

Subprocess

1 Administrative Tools

-Administrative Tools-
Negotiations and Approval Manager
Credit Cards Manager
Program Manager
Overall Programs Manager
Mission Directorate Representitive,
Field Center Credit Card Manager,
Credit Card Specialist,
GTR,
Credit Card Reviewer,
Safety Reviewer,
Awardee,
Field Center Program Manager
EHBs Developer:
 Register
 Login 
 Change Password    
 Forgot UserID/Password 
 Frequently Asked Questions (FAQs)
 Print Instructions 
 Regulations and References 

-Registration Approval-
Negotiations and Approval Manager:
 Approve Registration

2 Register Key Players

Credit Card Manager,
Field Center Credit Card Manager
Credit Card Specialist
GTR,
Credit Card Reviewer,
 Awardee:
 Login 
 Change Password 
 Forgot UserID/Password 
 Frequently Asked Questions (FAQs)
 Print Instructions 
 egulations and References

3 Develop Program-Wide Model Credit Card

Credit Card Manager:
  Download Adobe Acrobat   
  Create SBIR  Master Checklist Template   
  Copy Award Data (Create Directories, Technical Evaluations, etc.)    
  Register Field Center Credit Card Managers    
  Notify Field Center Credit Card Managers     

4 Develop Field Center-Wide Model Credit Cards

Field Center Credit Card Manager:
  Download Adobe Acrobat    
  Conform Field Center Checklist Template To Installation   
  Assign Credit Card Numbers/Credit Card Request Numbers    
  View Credit Card Folders   
  Register Field Center Reviewers   
  Assign Field Center Reviewers 
  Register Credit Card Specialists    
  Assign Credit Card Specialists    
  Notify Credit Card Specialists    

5 Credit Card & Deliverables Negotiations

-Credit Cards Specialists's Initiation-
 Credit Card Specialist:
  Download Adobe Acrobat  
  View Credit Card Folders   
  Verify Firm Registration    
        
                -Representations and Certifications- 
 Credit Card Specialist:
  Requests Firm To Complete Reps & Certs    
  Check for Completed Reps & Certs   
 Awardee:
  Completes Representations & Certifications   

                -GTR Interaction-
 Credit Card Specialist: 
  Registers GTR  
  Assigns GTR  
  Updates Aspects To Review  
  Requests GTR To Address A Specific Aspect of the Proposal  
 GTR:
  Download Adobe Acrobat   
  Reviews Proposal  
  Approves Aspects of Proposal   
 Credit Card Specialist: 
  Approves GTR Response  

                -Final Steps Before Negotiation- 
 Credit Card Specialist: 
  Updates Price Analysis Form    
  Updates Credit Card To Reflect Credit Card Specific Data  
  Updates Correspondence File    
  Updates Negotiation Memorandum   

                -Field Center Review- 
 Credit Card Specialist: 
  Read/Update Field Center Review Form  
  Notify Field Center Reviewer to Examine Credit Card    
Credit Card Reviewer: 
  Download Adobe Acrobat    
  Reviews Credit Card Folder  
 Credit Card Specialist:  
  Read/Update Field Center Review Form  

                -Firm Review- 
 Credit Card Specialist: 
  Notify Firm to Approve Credit Card    
 Awardee:
  Review, Sign and Mail Draft Draft Credit Card   
  Electronically Approves Credit Card   
 Credit Card Specialist: 
  Signs & Files Paper Copy of Credit Card    
  Electronically Approve Credit Card  

                -Final Steps- 
 Credit Card Specialist: 
  Update NASA Form 507  
  Update Required Delegation Form   

6 Analysis

Negotiations and Approval Manager
Credit Cards Manager
Program Manager
Overall Programs Manager
Mission Directorate Representitive,
Field Center Credit Card Manager,
Credit Card Specialist,
GTR,
Credit Card Reviewer,
Safety Reviewer,
Awardee,
Field Center Program Manager
EHBs Developer:
 Report Tools