Lien Project Status

1
Lien Project Status

• Barbara Gómez
• February 24, 2005

2
Lien Status

• Issue paper
• Approach
• Action Plan
• Questions

3
Lien Issue Paper

• Identified issues, root causes, recommendations
  and required actions
• Chuck Axthelm, Lauretta Corsair, David Chen,
  Barbara Gomez, Minh Huebner, and John Speros

4
Approach

• Focus on root causes, institutional fixes, and
  communication

5
Plan of Attack

• Data prior to PRP conversion needs to be
  corrected
• Lead- Lauretta Corsair and ISS
• New or modified Business processes are needed
• Multi-year liens need to be handled consistent
  with subcontract and budgetary requirements
• Lead- David Hathaway, John Speros, Sarah Eary,
  Bill Fortney, and Minh Huebner

6
Business Processes (contd)

• Receipt accrual and establishing system
  tolerances
• Lead- Barbara Gomez, John Speros, Tammy Thompson,
  Lauretta Corsair, Michele Mock, and Lesta Nadel
• Purchase order reconciliation and close-out
• Lead- John Speros, Lisa Rebrovich, Michele Mock,
  and Barbara Gomez

7
Business Processes (contd)

• Return to vendor process
• Lead Tammy Thompson, John Speros, Barbara Gomez,
  David Hathaway, Gavin Robillard
• PO conversion issues
• Lead- Lauretta Corsair, John Speros, and ISS
• Legacy clean- up
• Lead- Lauretta Corsair, John Speros, David
  Hathaway, ISS
• On-going review process

8
Questions