1. Legacy Jacobs: Do we have a CDM established for this client? Note: Until we are on a shared financial system (estimated Oct 2018), an Intercompany Work Agreement (IWA) is required. Check with your group leader.
1.1. Do we have a CDM established for this client?
1.1.1. Yes.
1.1.1.1. Follow DI and connect with CDM for guidance.
1.1.2. No
1.1.2.1. Connect with an MOT for staffing.
1.1.2.1.1. Does LOB or project have an established format?
2. Legacy CH2M: Do we have a CDM established for this client?
2.1. Yes, follow DI and connect with CDM.
2.1.1. Current DI provide up-to-date info on template use. Follow the DI.
2.1.2. DI are not current. Review template options with PM and CDM.
2.2. No CDM
2.2.1. Does project have an established format?
2.2.1.1. Yes, obtain a sample.
2.2.1.1.1. Doc is in a co-branded format.
2.2.1.1.2. Doc is in a legacy CH2M format.
2.2.1.1.3. Doc is in a non-standard format.
2.2.1.2. No
2.2.1.2.1. Best practice is to convert to the Jacobs brand. Can we set you up with our Jacobs integration templates?* They follow the spirit of the official Jacobs templates with some modifications designed to meet the needs of our legacy clients.