Professional Documents
Culture Documents
Prepared for:
Due to the competitive nature of this document, the information contained within is considered to be of a proprietary Prepared for AT&T Mobility and confidential nature and shall not be copied, printed or otherwise reproduced without the express written permission of CBRE.
Protection of the the AT&T Mobility brand & Management of exposure to AT&T
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Vendor Work Order Process
Quote Approved?
Fax signed WO
Submit Invoice: price items, taxes & repair code in Work Track
Invoice Accepted? N
2
Work Order Network
Priority Emergency/P1
Redirecting WO
To redirect a WO contact the AT&T Retail Help Desk at 1-866-5127138. If you are unable to perform work on a WO it may need to be rejected or redirected. The AT&T Retail Help Desk will help you evaluate the issue and get the WO resolved. If a WO is recalled and a vendor has already been dispatched vendor may invoice for trip charge and any hours worked prior to rejection.
WO Description of Work
Work Order requests two services
Survey Proposal
Every work order received requires investigation, pricing and completion of work.
Check in at site If work can be completed with the NTE complete and check out If there is a need to leave the site to generate a quote that time is not considered labor. Place the work order on hold until NTE is approved and work begins.
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Quotes & NTE
Once loaded the appropriate person on the CBRE and/or the AT&T team will review and approve the quote. If more information is needed to support the quote an email is sent to the vendor to request information.
If approved, vendor may commence work at approved amount and close out WO once complete. If NTE is not approved vendor will receive a call indicating a cancellation of WO and work will be reassigned.
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For Emergency work orders or when a tech is onsite and can complete repairs without additional trip charges being incurred, please call the AT&T Retail Helpdesk to submit quote for approval. (Vendor must still submit the quote in WON for approval in order to invoice.
All initial charges incurred prior to the request for NTE will be paid even if the additional repair quote is rejected. The technician is able to charge 30 minutes labor for wait time while the job is paused.
All quotes that are submitted for an NTE must be backed up by site investigation.
NTE Approvals
Dos
Do quote work that exceeds NTE prior to beginning work. In some cases, for high priority work orders, a quote may be discussed and approved verbally, but will need to be followed up with an official quote as soon as possible. Do pause WO to get additional materials. If the materials must be ordered or are on backorder and this will affect the work getting completed by the due date, place the WO on hold and update the system with notes. Do call the Helpdesk immediately and state that you need an urgent NTE increase approval. This will keep from having to pay for another trip charge and save AT&T money. Do contact the helpdesk if NTE has not been approved within one hour of receipt of P1 Emergency WO call the ATT retail Helpdesk at 1-866-512-7138. Do contact the store directly if you are unsure of store hours. Do place log notes in the WO daily if the work is in progress
Prepared for AT&T Mobility
Donts
Dont proceed with work if the NTE has not been approved. Dont submit an invoice above NTE without an approved quote. Dont proceed with any work or repairs at a site without a WO number. Dont complete the WO in WON if the work has not been 100% completed. Dont over communicate with the store if you are unsure of the problem or length of time to obtain NTE approval.
NTE
When a vendor submits a quote the work order will automatically be flagged. The NTE can not be changed onsite-it must go through the quote process. If a second quote is needed for additional materials, the vendor will need to contact the AT&T Retail helpdesk and request CBRE/AT&T to reject the approved quote. This will open up the Quote feature and the vendor can submit a revised quote. If a work order is received and has a $0.00 NTE this signifies that CBRE/AT&T expect that the work is under warranty. The NTE is a pre-determined amount that CBRE/AT&T assigns based on the work specialty. Quotes can only be submitted if the vendor has an open work order.
4
Invoicing Process
Invoice Process
In order to submit an invoice work must be marked as complete within WON (including work category and repair category please refer to the user manual for instructions).
Vendor
If there are questions related to invoice status first review the status in the WON. For additional questions related to payment please email ATT-VCAPayments@cbre.com
The signed proof of service is then uploaded to WON by vendor. Proof of service is required to authorize payment. Vendor then inputs the invoice information in for processing.
Vendor
CBRE receives invoice to authorize for payment. Authorization is completed and invoice is exported to Accounting in batches. Each batch is reviewed and sent to VCA. From receipt of invoice payment typically takes 30 days.
CBRE
Invoicing
Invoices can not be submitted without a completed WO and completed Work Category within the WON system.
Invoice Exception
If a WO does not require payment please complete the WO as normal and submit an invoice for $0. This will allow CBRE to close out the WO and Invoice process within WON.
A: If you wish to notate the payment has been received, this will allow you to do so. When the process that Chip described is in place, this will be filled in automatically.
Q: Also is this CITI BANK payment a "Credit Card" A: So that the vendor can process the authorization number from the VCA. There isn't an onboarding process. Each vendor manages this with their bank or credit card company. Q: How to setup the citi card for receive payment? A: Please reach out to your bank about getting set up to receive credit card payments. Alternatively you can look to PayPal or Intuit.
1. When an invoice is paid, the work order will move to the Completed-Paid view.
2. After selecting an invoice, you will see the below on the right-hand side of it:
3. The Payment field is a link. Clicking the link produces the below.
Payments remitted to vendors through VCA Program Suppliers must have capability to process/receive a credit card payment. Provide a secure email address to CBRE-to receive notifications from MasterCard MasterCard is a secure email which will require a password. The First time you receive the email you will be prompted to setup a password. Suppliers will receive a new 16 digit card number each time a payment is issued. This will be emailed to you directly from MasterCard and will be sent from Incontrol@mastercard.com
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Insurance Requirements and Vendor Contracts
Please contact the GRMS Support Center with any questions regarding the screening and insurance requirements at http://support.globalrms.com or 877-616-2739.
Prepared for AT&T Mobility
Insurance Requirements
Insurance Limit Requirements General Liability Limits $1,000,000/$2,000,000 Auto Liability Limits $1,000,000 Umbrella Liability Limits $1,000,000 Workers Compensation Each Accident $500,000 Each Disease $500,000 Disease Limit $500,000
Additional Insurance Requirements CBRE Inc., AT&T Services, Inc. and their respective affiliates, officers and employees must be added as Additional Insured's on General Liability policy. A waiver of Subrogation in favor of CBRE Inc., AT&T Services, Inc., and their respective affiliates, officers and employees under General and Workers Compensation policies. Insurer must have an A|M Best rating of A- and FSC Class VII or higher.
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Performance Evaluations
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Q&A
CBRE HELPDESK
For the convenience of our vendors the CBRE Helpdesk is available 24 hours a day 7 days a week. A Customer Service Representative can be reached at 1-866-512-7138 or send an email to attretail@cbre.com CBRE/AT&T CSRs can only close out 1 work order per phone call. When a work order has been flagged, please wait 30 minutes prior to contacting the AT&T Retail helpdesk. (If you do not get a response) Who is the accounting contact for AT&T / CBRE WOs for our region. For accounting related questions or issues, please send an email to ATTVCAPayments@cbre.com Who do I contact if I want to be set up as a vendor of have specific vendor related questions? For all questions specific to the CBRE process. Please send an email to AT&TRetailVendors@cbre.com
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