Task Order Recommendation Process (TOR Wayfinder)
This document assumes that you have an e-Builder account, have logged in, and are a participant of the project that you want to submit the Task Order Recommendation on.
After the bidding process (if required) has been completed, the Task Order Recommendation process will route the task order document for approval and also tie the commitment line item detail back to the budget line item detail in e-Builder. The TOR process should be initiated by the Consultant or Contractor.
Login to e- Builder and select the appropriate project.
On the left hand side, select Processes.
Select "Start Process" on the top right hand side of the screen. This will launch the Process options screen.
Select 02 Commitment Approval (CA) from the Process Options screen.
This will launch the Task Order Approval screen.
Note: All * fields are required.
In the Details tab, enter the following:
*Consultant: Click on the [Lookup] field to select your company name
A new window will open, here search for your company by entering the name in the Company field then hit Filter. [Note: % is the wildcard]
*Task Order: Attach the signed pdf of the task order to be reviewed.
*Is this an amendment to the base Task Order?: Choose yes if this process is for an amendment to a previously executed task order, otherwise choose no
*Task Order Number: Enter the task order number
*Task Order Date: Enter the task order date
*Description of Services: Enter a brief description of services covered by this task order
*Amount: Enter amount of this task order
(if process is for a task order amendment enter only the amount of the increase)
To submit: Select submit from the drop down menu at the bottom of the screen. Click “Take Action”
Once you select Submit, the MOU Amendment is received, the process proceeds.
If the Facilities project team has comments or changes to the task order the process will come back to you prompting you to make the indicated changes, reattach the document, and resubmit the process
​
You are done!
Note: Throughout this process, once it has been Submitted, you may check on the status of the TOR by selecting, “Show History” or “Show Workflow Diagram” on the process to see the next step in the approval process.
​
Select “Show History”, “Current Actors”, or “Show Workflow Diagram” and that window will open.
