Versions Compared

Old Version 61

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

compared with

New Version 62

changes.mady.by.user Unknown User (robertbr@mit.edu)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 Result or Product of this Process

Round Rectangle
bgcolor #e6f2ff

This process merges information stored in e-Builder with a document template to create a Memorandum of Understanding (MOU) and initial budget that can be shared with project sponsors or other parties.

Composition Setup
 

 

Process Details

Deck of Cards
idMOU
Card
labelSummary
  • This process starts automatically when the 02.01 Team Assignment (TA) process is complete or can be initiated by the e-B admin.
  • The primary actor for this process is the Project Manager.
  • Secondary actors include the Provost Office,
  • The process does not spawn other processes
Card
labelProcess Map

Card
labelTraining: Actors and Actions

Toggle Cloak
Process Started by Spawn or eB Admin

Cloak

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 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: Submitted
  • Data field assignments made

Toggle Cloak
PIT Meeting Required? Conditional Step

Cloak

The PIT Meeting 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

Toggle Cloak
PM Schedules PIT Meeting

Cloak

The Project Manager reviews the process, completes the required fields and then Submits.

Submit

  1. Status of Process: Unchanged
  2. Next Step: Provost Office Draft MOU

Toggle Cloak
Provost Office Draft MOU

Cloak

The Provost Office reviews the process and completes the required fields and Submits to the team

Submit to Team

  1. Status of Process: Unchanged
  2. Next Step: Team Review

Toggle Cloak
Team Review

Cloak

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

Submit

  1. Status of Process: Unchanged
  2. Number of Actors to Complete Action: All Actors
  3. Next Step: Provost Office Reviews MOU Comments

Toggle Cloak
Provost Office Review MOU Comments

Cloak

The Provost Office reviews the process, fills out the required fields and Submits

Submit

  1. Status of Process: Unchanged
  2. Next Step:  Program Manager MOU Review

Toggle Cloak
Program Manager MOU Review

Cloak

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

  1. Submit
    1. Status of Process: Unchanged
    2. Data Field Assignments are Made
    3. Next Step: PM Checks Benchmark Data
  2. Revise
    1. Status of Process: Unchanged
    2. Next Step: Provost Office Distributes to DLC for Review

Toggle Cloak
PM Checks Benchmark Data

Cloak

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

  1. Submit
    1. Status of Process: Unchanged
    2. Data Field Assignments are Made
    3. Next Step: Program Manager Review
  2. Revise
    1. Status of Process: Unchanged
    2. Next Step: PM Enters Benchmark and S1 Estimate

Toggle Cloak
PM Checks Benchmark Data

Cloak

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

  1. Submit
    1. Status of Process: Unchanged
    2. Data Field Assignments are Made
    3. Next Step: MOU/Stage 1 MM
  2. Revise
    1. Status of Process: Unchanged
    2. Add Comments: Yes, required
    3. Next Step: Provost Distributes to DLC for Review

Toggle Cloak
MOU/Stage 1 MM

Cloak

Code Complete (Mail Merge Automation Step)

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

Toggle Cloak
CC Dir and Dir of Projects Review

Cloak

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

  1. Submit
    1. Status of Process: Unchanged
    2. Next Step: Provost Office Distributes to DLC
  2. Revise
    1. Status of Process: Unchanged
    2. Next Step: PM Revises Benchmark or S1 Estimate

Toggle Cloak
PM Revises Benchmark or S1 Estimate

Cloak

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. Data Field Assignments are Made
  3. Next Step: Program Manager Review

...