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Started by the spawn step in CRSP Screening Kickoff or by the eB Admin.

• If initiated by the eB Admin, that person fills out the required fields and take the below action. when finished Submits
• If started by the spawn process the fields will be filled out and the below action will automatically be taken.

Submit

• Status of Process: SubmittedCauses Field Validation: Yes
• Data field assignments are made

The PIT Meeting required Required conditional step determines the path the process will take based on if the data field "PIT Meeting Required" has been marked "Yes" in a previous step. It will automatically take one of the following paths:

1. True(Yes)
   1. Condition PIT Required = Yes
   2. Next Step: PM schedules PIT meeting
2. False(No)
   1. Condition PIT Required not equal to yes
   2. Next Step: Provost Office Draft MOU

The Project Manager reviews the process, completes the required fields and takes the following action:then Submits.

Submit

1. Status of Process: Leave status unchanged
2. Cause Field Validation: Yes
3. Unchanged
4. Next Step: Provost Office Draft MOU

The Provost Office reviews the process and completes the required fields . The following action is taken:and Submits to the team

Submit to Team

1. Status of Process: Leave status unchanged
2. Cause Field Validation: Yes
3. Unchanged
4. Next Step: Team Review

IS&T Lead, Project Manager, CC Sustainability, CC Planning Manager, EHS Project Liaison, CR Admin and OCP Planner review the process and take the following action:then Submit

Submit

1. Status of Process: Leave status unchanged
2. Cause Field Validation: Yes
3. Unchanged
4. Number of Actors to Complete Action: All Actors
5. Next Step: Provost Office Reviews MOU Comments

The Provost Office reviews the process, fills out the required fields and takes the following action:

Submit

1. Status of Process: Leave status unchangedCause Field Validation: YesUnchanged
2. Next Step:  Program Manager MOU Review

The Program Manager will review the process and take one of the following actions.

1. Submit
   1. Status of Process: Leave unchanged
   2. Causes Field Validation: Yes
   3. Data Field Assignments are Made
   4. Next Step: PM Checks Benchmark Data
2. Revise
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: Yes
   3. Next Step: Provost Office Distributes to DLC for Review

The Project Manager reviews the process and takes one of the following actions:

1. Submit
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: YesData Field Assignments are Made
   3. Next Step: Program Manager Review
2. Revise
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: Yes
   3. Next Step: PM Enters Benchmark and S1 Estimate

The Program Manager reviews the process and takes one of the following actions:

1. Submit
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: YesData Field Assignments are Made
   3. Next Step: MOU/Stage 1 MM
2. Revise
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: Yes
   3. Add Comments: Yes, required
   4. Next Step: Provost Distributes to DLC for Review

Code Complete

The MOU Stage 1 MM is a mail merge automation step that completes the items below and automatically takes the action:

Code Complete

1. Automation Step Type: Mail Merge
2. Mail Merge Template: MOU and Stage 1
3. Archive Mail Merge = Yes
   1. Destination Folder = Document\02 Project Development Budgets
   2. Store in Field: MOU/Stage 1 Document (I&E)\201 Scope and Project Definition Forms (I)
4. Next Step: CC Dir & Dir of Projects Review

The CRSP Admin reviews the process, adds comments and takes one of the following actions:

1. Submit
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: Yes
   3. Next Step: Provost Office Distributes to DLC
2. Revise
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: No
   3. Next Step: PM Revises Benchmark or S1 Estimate

The Project Manager reviews the process, fills out the required fields and takes the following action:

To Program Manager

1. Status of Process: Received
2. Causes Field Validation: Yes
3. Data Field Assignments are Made
4. Next Step: Program Manager Review