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CC Planner, CC Planning Manager, eB Admin,

Project Manager, R&M Manager,

UTLITIES-Program Manager.  They will fill out the required field and take the following action:

1. Submit

   1. Status of Process: Submitted

   2. Causes Field Validation:  Yes

   3. If initiated by CC Planner, process routes to Project Manager Review

   4. If not initiated by CC Planner, process routes to CC Planner Completes PD Form

1. CC Planner Completes PD Form
1. CC Planner reviews the process and complete the required fields.  One of the following actions will be taken:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Next Step:  Project Manager Review

2. Revise

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Add Comments:  Yes, Required

   4. Next Step: Initiator Review

3. Void

   1. Status of Process:  Void

   2. Causes Field Validation: No

   3. Add Comments:  Yes, Required

   4. Next Step:  Finish

1. Project Manager Review
1. Project Manager reviews the process and completes the required fields.  They will take  one of the following actions:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Next Step:  Planning Manager and Prog. Manager Review

2. Revise

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Add Comments:  Yes, Required

   4. Next Step: CC Planner Revise

       

1. Initiator Review
1. Process Initiator reviews the process and completes the required fields.  They will take  the following action:

1. Reply

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Next Step:  CC Planner Completes PD Form

1. CC Planner Revise
1. CC Planner reviews the process and completes the required fields.  They will take  the following action:

1. Resubmit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Next Step:  Project Manager Review

1. Planning Manager and Prog. Manager Review
1. Project Manager and Program Manager review the process and complete the required fields.  They will take  one of the following actions:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Number of Actors Required to Complete: All

   4. Next Step:  Working Committee Review

2. Revise

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Add Comments:  Yes, Required

   4. Next Step: CC Planner Revise

1. Working Committee Review
1. CC Planning Manager will review the process with working committee outside of e-Builder then complete the required fields.  They will take  one of the following actions:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Number of Actors Required to Complete: All

   4. Next Step:  Utilities , O&M, and SEG Review

2. Put on Hold

   1. Status of Process:  On Hold

   2. Causes Field Validation: Yes

   3. Add Comments:  No

   4. Next Step: Finish

1. Utilities , O&M, and SEG Review
1. Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and take the following action:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation:  No

   3. Add Comment: No

   4. Number of Actors Required to Complete: All

   5. Next Step:  CC Director, Ops, and M&U Review

1. CC Director, Ops, and M&U Review
1. CC Director, M&U Director, and IBO Director will review the process, add their comments and take the following action:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation:  No

   3. Add Comment: No

   4. Number of Actors Required to Complete: All

   5. Next Step:  CRSP Screening Review

1. DoF Planning Manager (Governance)
1. CC Planning Manager will review the process, add their comments, prepare the Capital Renewal List for the RCRSP agenda, and take the following action:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation:  No

   3. Add Comment: No

   4. Next Step:  Spawn Team Assignment

1. Spawn Team Assignments
1. When the Submit action is taken from the DoF Planning Manager step, the process will proceed to this spawn step.  In the spawn step the 02.01 – Team Assignment process will be started and moved to the first step of that workflow.  The following action will be automatically be taken after:

1. Spawn Complete

   1. Spawn Process:  02.01 – Team Assignment

   2. Spawn Process Initiator: Automatically Spawned

   3. Attach Process:  Yes

   4. Copy Attached Files:  Yes

   5. Next Step:  Finance Office Issues IO Number

1. Finance Officer Issues IO Number
1. Financial Officer will review the process, add the Cost Object Number, and take the following action:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation:  Yes

   3. Add Comment: No

   4. Next Step:  Apply Funding

1. Apply Funding
1. Financial Analyst will review the process, apply funding, and take the following action:

1. Submit

   1. Status of Process:  Approved

   2. Causes Field Validation:  Yes

   3. Add Comment: No

   4. Next Step:  Finish

1. Finish

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Started by the CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager.  They will fill out the required field and take the following action:
Submit
Status of Process: Submitted

Causes Field Validation:  Yes

If initiated by CC Planner, process routes to Project Manager Review

If not initiated by CC Planner, process routes to CC Planner Completes PD Form






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