1. Start| Cloak |
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- If the process was initiated by CC Planner, the next step is Project Manager Review.
- If not initiated by CC Planner, the next step is CC Planner Completes PD Form.
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2. CC Planner Created?| Cloak |
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- If the initiator is the CC Planner the next step is Project Manager Review.
- If the initiator is not the CC Planner then the next step is CC Planner Completes PD Form.
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3. CC Planner Completes PD Form| Cloak |
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- CC Planner reviews the process, completes the required fields and selects one of the following actions: Submit, Revise or Void.
- If Submit is chosen the next step is Project Manager Review.
- If Revise is chosen the next step is Initiator Review.
- If Void is chosen the next step is Finish.
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4. Project Manager Review | Cloak |
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- The Project Manager reviews the process with the option to approve and Submit or to Revise.
- To approve and submit the project manager must complete the required fields including section 9.1 on the process form by choosing the date.
- If Submit is chosen the next step is Planning Manager and Prog. Manager Review.
- If Revise is chosen the next step is CC Planner Revise.
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5. Initiator Review | Cloak |
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- The process Initiator reviews the process, completes the required fields and clicks Reply.
- The next step is CC Planner Completes PD Form
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6. CC Planner Revise | Cloak |
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- The CC Planner reviews the process, completes the required fields, and clicks Resubmit.
- The next step is Project Manager Review
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7. Planning Manager and Prog. Manager Review | Cloak |
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- Project Manager and Program Manager review the process, complete the required fields and choose to Submit or Revise.
- If Submit is chosen the next step is Working Committee Review
- IfRevise is chosen the next step is CC Planner Revise
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8. Working Committee ReviewSystem Starts (spawns) 3.01 Milestone Project Estimate process| Cloak |
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- The budget process is started.
- The project manager attaches the budget request spreadsheet requesting the Capital Renewal funding.
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9. Working Committee Review| Cloak |
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- The working committee reviews the budget request
- CC Planning Manager reviews the process with the working committee outside of e-Builder, completes the required fields and chooses to Submit or Put On Hold.
- Included in the required fields is the question "Expected number of funding sources". Later in the process this field is used to determine whether or not to spawn the process.If Submit is chosen theNext Step is Utilities, O&M and SEG ReviewIf Put On Hold is chosen the next step is Finish
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910. Utilities, O&M and SEG Review| Cloak |
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- Utilities Director, O&M Director, and SEG Assignor review the process, add their comments and click Submit.
- The next step is Create PD Form
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11. CC Director, Ops and M&U Review| Cloak |
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- Review step for the CC Director, Ops and M&U Review
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1012. Create PD Form (Mail Merge Step)| Cloak |
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- The PD form is created and stored in the Documents folder.
- Next Step: One Funding Source? (Conditional)
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11. One Funding Source? (Conditional)| Cloak |
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Used to identify whether or not 03.01 Milestone Project Estimate should be spawned. It is assumed that if there is only one funding source, 03.01 Milestone Project Estimate has not been previously started; therefore, it will be spawned from this process. (The information about a single funding source was gathered in step 8 of the process)If there is one funding source the “03.01 Milestone Project Estimate” is spawned.If there is more than one funding source, the next step is Finish. Process 03.01 needs to be 13. CC Planning Manager Hold - Record Approvals | Cloak |
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The approved Capital Renewal allocation is recorded. |
14. Create Final PD Form| Cloak |
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e-Builder creates the final PD form. |
15 either (1) started manually or (2) a pre-existing instance of 03.01 should be updated with the Infrastructure cost data as documented in the PD Form process.12. Spawn 03.01 Milestone Project Estimate and Budget Request - (COST) (MPEB)| Cloak |
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- When “One Funding Source?” is “True”, the process will proceed to this spawn step. In the spawn step the 03.01 – Milestone Project Estimate process will be started and moved to the first step of that workflow.
- The next step is Finish
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13. Finish | 