1. Capital Project Submission:
CMEPresented by Kevin Wittenburg

2. Topics
• Using the updated Tracker
• Selecting the proper equipment
• Matching to the Catalog Material Entry (CME) list
• Transferring to the Turnkey Submission Form
• Updating Siebel
• Wrap up

3. Using the updated Tracker
• There are no changes to Page 1
from any other tracker
• For equipment history, be careful
about common misclassifications,
like an ‘Ice Merchandiser’ created
as just ‘Freezer’
• There are no changes to Page 3 of
the tracker
• Page 2 has been updated to
display information related to the
direct purchase codes that come
from the CME list, as well as an
expanded equipment selection

4. Equipment Info tab in Tracker Tool

5. Notes for Equipment Drop Down Selection
• Align requests as best as possible. Different FSR’s, contractors and the
Client all use different nomenclatures
• I.E. BICC=2 Door Sales Floor Freezer = Ice Cream Freezer
• Not all selections have equipment to auto-populate, these will require
manual input of the required equipment
• Be descriptive
• Bad: Upright Freezer
• Good: 2 Door Sales Floor Freezer, Remote
• Remote units need to include the condensing unit to ensure Turnkey doesn’t
miss it
• Counters, wire kits, or other extra’s need to be manually added

6. Selecting the Proper Equipment
• Follow the FSR’s requests
• Order exactly what the FSR requests, word for word.
• DO NOT BE AFRAID TO ASK THE FSR OR SERVICE CONTRACTOR FOR
CLARIFICATION
• If the only equipment is ‘Freezer’ or if it’s unclear, ask for specifics, how many
doors, remote or self-contained, size in feet, single vs 3 phase, etc.
• For Work Order Only, if the scope of work doesn’t have overlap with
the CME list, it won’t fall under that CME
• The most confusing option is condensing coils. These are not the same as a
compressor.

7. Selecting the Proper Equipment (continued)
• Read the quote from the provider for clarification
• If the FSR just says freezer, check the quote description. Sometimes there is
more information to point toward what’s needed
• ASK QUESTIONS OF THE FSR AND SERVICE CONTRACTORS
• Equipment examples:
• Backroom/Storage Freezers = Solid Doors
• Sales floor units = Glass Doors to display product
• Low-Temp = Freezers
• Mid-Temp = Refrigerators

8. Matching Equipment to the CME Listing
• Follow descriptions of equipment as best as possible. As a general rule
of thumb, anything that is a freezer or refrigerator and dose *NOT*
include a Heatcraft survey will fall under the CME
• ‘Worktop’ units are under counter freezers and refrigerators, which
have a metal plate on top for food prep directly from the units
• Condensing coils and evap coils do not fall under the CME listing at this
time, except on Slurpee units.
• If there is ever a question about whether or not something will qualify
under the CME list, contact Kevin or Chad, or as a last choice Turnkey.

9. Transferring to the Turnkey Submission Form
• Not all CME Oracle numbers on the tracker are correctly lined up with
what’s on the CME list.
• You can manually adjust the ‘Soft Costs’ field to reflect the proper CME code if
needed, but the TOTAL costs to client must be included.
• Before submitting form to Turnkey, always ensure that the direct
purchase code and description has transferred over under the ‘Soft
Costs’ field.
• Multiple TN’s can be listed in the notes if there is electrical/roof work,
but only one CME can be associated per project. Always choose the
code to the portion of the job that costs the most.

10. Example of Adjusting CME Oracle
• Brief description is where you will adjust the CME
codes if needed
• Ensure that both the Oracle number AND the
description of CME code are updated
• Under additional comments list all additional TN’s.
• The totals for each piece of work MUST be
included under the ‘Cost’ of the ‘Soft Costs’
field
• If applicable, include Quote Numbers

11. Updating Siebel
• There are 4 fields that will always need to be updated when submitting a
CME capital project
• PO # - This is how we track the progress of projects. Once the ‘Turnkey Setup Form’
has been sent in to Turnkey, the PO will change to ‘Turnkey-<your initials>-WOO(if a
work order only)-IS’. If the project isn’t a WOO, then it will just be ‘Turnkey-<initials>-
IS’
• Capital Submit Date – This is the date the form was sent to Turnkey, this field lets us
know if the project has been submitted AND when
• Job Number – For all CME projects, this will be filled out with ‘iSupplier’
• Spend Category – This will be changed to reflect the type of project. ‘Capital-WOO
(CME)’ or ‘Capital-Non-WOO (CME)’ are the two for CME projects
• If there are multiple TN’s associated with one project, EACH needs to be
updated in the same way, with notes referencing each other

12. Siebel update example

13. Wrap Up
• Always ask questions of the FSR *AND* the Service Contractor if there
are any questions about equipment to order
• Pay attention to the type of equipment in order to match up CME
descriptions with work listed
• Ensure the ‘Soft Costs’ portion of the Turnkey Setup form includes the
project total and CME information
• Ensure Siebel is updated so projects can be properly tracked and
invoiced when finished.
• ASK QUESTIONS IF YOU HAVE ANY DOUBTS.