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Result or Product of this Process

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 This process allows the Project Manager to change the project budget if funds are needed for non-PO Cost or for PO Only (no contract).

Process Details

Composition Setup
 
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idCR
Card
labelSummary

This process is started by the project manager. Projects that contain a request for Capital Renewal funds are routed to a CC Planner for review or input before completing the remainder of the process.

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labelProcess Map

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labelStep Descriptions

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1. Process Start (Project Manager)

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  • The Project Manager fills out the required fields and clicks Submit.
  • The next step is Systems Renwal?

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Systems Renewal

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  • The system determines if this process is for Systems Renewal based on the project manager's response to the question "Requesting Add'l Capital Renewal funds?"
  • If it is for Systems Renewal the next step is CC Planner Review
  • If it is not for Systems Renewal the next step is Return Funds?

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CC Planner Review

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  • The CC Planner reviews the process, completes any required fields and chooses one of these actions;
    • To CC Planning Manager
    • To PM for Revision
  • If To CC Planning Manager is chosen the next step is CC Planning Manager Review.
  • If To PM is chosen the next step is Initiator Revise.

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CC Planning Manager Review

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  • The Planning Manager reviews and may edit the process When finished the only option is to send the process back to the CC Planner

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CC Planning Dir Review

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  • The CC Planning Director reviews the request and has the option to Submit if approved or ask the CC Planning Mgr for revisions.

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Initiator Revises

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  • From the CC planner Review step the CC Planner can request that the project manager revise the request. Once revised, the PM can resubmit the request to the CC planner.

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Return Funds?2. Return Funds? (Decision Step)

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  • Return funds is a decision step.
  • If funds are being returned to the program the next step is Program Manager Review A
  • If funds are not being returned to the program the next step is Program Manager Review B

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3. Program Manager Review A

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  • The Program Manager reviews the process, adds comments if necessary and when finished chooses to Submit or to Revise.
  • If Submit is chosen the next step isCC Director Review.
  • If Revise is chosen the next step is Initiator Revise and Submit.

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CC Director Review

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  • The CC Director reviews the form and has the option to Submit or Revise.
  • If Submit is chosen the next step is Financial Analyst Adjusts Funding.
  • If Revise is chosen the next step is Initiator Revise and SubmitResubmit.

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4. Initiator Revise and Submit

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  • The Project Manager reads the comments, reviews process fields and updates as necessary and when finished chooses to Resubmit or to Void.
  • Resubmit is chosen the next step is Return Funds
  • If Void is chosen the next step is Finish

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Governance Review

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  • The Budget Planning Manager reviews process fields and updates the funding data as necessary and when finished chooses Submit.

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5. Financial Analyst Adjusts Funding

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  • The Financial Analyst reads the comments, adjusts the funding and then clicks Submit.
  • The next step is Finishis True-Up Form/Addl, a mail merge step that creates the True-Up form.
  • Once the mail merge is completed the process is Code Complete and goes to the Finish step.

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6. True Up Form

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  • Automatic Step to generate the True Up form document
  • The next step is Finish

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7. Program Manager Review B

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  • The Program Manager reads the comments, reviews the process fields and chooses to Submit or Revise.
  • If Submit is chosen the next step is CC Project?
  • If Revise is chosen the next step is PM Reviews Com Initiator Revise and Resubmit

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CC Project? (Decision Step)

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  • This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Capital Renewal"
  • If True the next step isProject Director Review
  • If Falsethe next step is M&U Project?

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M&U Project? (Decision Step)

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  • This is a decision step
is decisional
  • . e-Builder evaluates the Project Type to determine if the value is "Utilities".
True
 Next Step:
  • If True the next step is M&U Director Review
False
Next Step:
  • If False the next step is OCP Project?

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OCP? (Decision Step)

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  • This step is
decisional
  • a decision step. e-Builder evaluates the Project Type to determine if the value is "OCP"
True
Next Step:
  • If True the next step is OCP Director Review
False
Next Step:
  • If False the next step is Director of Housing Review

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Campus Services?

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  • This step is a decision step. e-Builder evaluates the Project Type to determine if the value is "Campus Services"
  • If True the next step is Campus Services Director.
  • If False the next step is Dir of Fin & Adm Review

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Dir of Fin & Adm Review

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  • The Director of Finance and Administration
The Project Director
  • reads the comments and review the process fields and
clicks Submit.Next Step: CC Director Review
  • has the option to Submit, Revise, or Send to CC Director.
  • If Submit is chosen the next step is VP, CSS Executes.
  • If Revise is chosen the next step is Initiator Revise and Resubmit.
  • If Send to CC Director is chosen the next step is CC Director Review.

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CC Director ReviewVP, CSS Executes

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  • The
CC
  • IBO Director reads the comments and
reviews
  • review the process fields and
clicks Submit.
Next Step: Department Funding?
  • has the option to Submit, Revise, or Send to CC Director.
  • If Submit is chosen the next step is DoF Dept Funding?
  • If Revise is chosen the next step is Initiator Revise and Resubmit
  • If Send to CC Director is chosen the next step is CC Director Review.

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M&U CC Director Review

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  • The
M&U
  • CC Director reads the comments and
reviews
  • review the process fields and
clicks Submit.Next Step: Department Funding?
  • has the option to Submit or Revise.
  • If Submit is chosen the next step is CC Director Review.
  • If Send to Dir of Fin and Adm is chosen the next step is Dir of Fin & Adm Review.
  • If Send to Utilities Director is chosen the next step is Utilities Director Review.
  • If Send to O&M Director is chosen the next step is O&M Director Review.
  • If Send to FEG Director is chosen the next step is SEG Director Review.
  • If Send to M&U Director is chosen the next step is M&U Director Review.
  • If Send to OCP Director is chosen the next step is OCP Director Review.
  • If Send to Campus Services Director is chosen the next step is Campus Services Director.

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OCP M&U Director Review

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  • The
OCP
  • M&U Director reads
the
  • the comments and reviews the process fields and clicks Submit.
Next Step:
  • The next step is Department Funding?

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OCP Director of Housing Review

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  • The OCP Director
of Housing
  • reads the the comments and reviews the process fields and clicks Submit.
Next Step:
  • The next step is Department Funding?

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DoF Department Funding? (Decision Step)

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  • This is a
decisional
  • decision step. e-Builder evaluates the value of the Department Funding field.

True

Next Step: Financial Analyst Adds Funding

False

Next Step: DoF Contingency?
  • If Yes the next step is Governance Review_2
  • If False the next step is DoF Contingency?

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Governance Review_2

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  • Governance Review reads the comments and reviews the process fields and clicks Approve.
  • The next step is True Up Form / Addi
  • If the To PM -> Revise action is taken the next step is Initiator Revise & Resubmit.

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DoF Contingency (Decision Step)

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  • This is a
decisional
  • Status of Process: Unchanged
    • Next Step:
    • decision step. e-Builder evaluates the value of the Funding Source field.
    True
    • If True the next step is Financial Analyst Adds Funding
    Fales
  • Status of Process: Unchanged
    • Next Step:
    • If False the next step is EVPT Contingency?

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    EVPT Contingency (Decision Step)

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    • This is a
    decisional
  • Status of Process: Unchanged
    • Next Step:
    • decision step. e-Builder evaluates the value of the Funding Source field.
    True
    • If True the next step is Deputy EVPT Review
    False
  • Status of Process: Unchanged
    • Next Step: CRSP/R-CRSP Committee Review
    • If False the next step is Governance Review_1

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    Deputy EVPT Review

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    • The EVPT Office reads the comments and reviews the process fields and
    takes the following action:

    Submit

  • Status of Process: Unchanged
  • Data Field Assignments: N/A
    • Next Step:
    • then clicks Submit.
    • The next step is 
    • Financial Analyst Adds Funding

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    Governance Review_1

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    The CRSP Admin
    • Governance Review reads the comments and reviews the process fields and
    takes the following action:

    Approve

  • Status of Process: Unchanged
    • Next Step:
    • clicks Approve.
    • The next step is 
    • True Up Form / Addi

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    True Up Form (Automatic Step to Generate Document)

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    • Automatic step to generate the true up form document
  • Mail Merge Template: Default Template
  • Archive Mail Merge: Yes
    • Destination Folder: Documents \ 19 eB Process Documents \ 03
  • Store in File Field: Budget Document
  • Send to Process Initiator: No
  • Email Format: HTML
    • Next Step:
    • .
    02 Project Budget (Cost)
    • The Next Step is 
    • Financial Analyst Adds Funding

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    Financial Analyst Adds Funding

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    • The financial analyst adds the funding to the project and will compete the required process fields
    and take the below action:

    Funds Applied

    1. Status of Process: Approved
    2. Data Field Assignments: N/A
    3. Notify: Process Initiator
    4. Next Step: Finish

     

    Finish
    • clicks to add funds.
    • The next step is Finish

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    Finish

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