Page History

• The process is usually started by a spawn step in CRSP Screening Kickoff

• . The process can be started manually by the project manager.
• The process can also be started by the eB Admin.

• If initiated by so, the eB Admin , that person fills out the required fields and when finished Submitsmust complete the Department, Project Description, 100% CRSP Funding and Stage 1 Budget fields.
• If started by the spawn process the fields listed above will be automatically filled out and the below action will automatically be taken.

Submit

• Status of Process: Submitted
• Data field assignments made

• Next step: PIT Meeting Required

• 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"

• . It will automatically take one of the following paths:

• If True (Yes)

•  the next step is PM schedules PIT meeting
• If False (No)

• the next step is Provost Office Draft MOU

• Once the PIT meeting has been completed the Project Manager opens and reviews the process

• and completes the required fields

Submit

• in the form. When finished the Project Manager takes the SUBMIT action.
• Next Step:

• PM Verifies Team Assignments

• The Provost Office

•  drafts the MOU by completing all of the required fields

Submit to Team

• , including Description of Project, Scope of Work, Assumptions and Qualifications, Design and Construction Delivery, Preliminary Range Estimate, Intent, Funding, LocationSize and Schedule and Endorsements. For any entry made into a text box where it is possible to control text attributes the Font should be set to Arial and the Font Size set to 16px.
• It is possble to paste text from a document into e-Builder text fields. It is important that the Font be set to Arial and Font Size set to 16px.
• Since the amount of work on the page is considerable, use the Save Draft button to save the process as necessary prior to taking the Submit action.
• When complete, take the Submit action the next step is Team Review.

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

• The Project Team reviews the MOU content.
• The process has been configured so that all of the team members (the e-Builder term is actors) must complete the Team Review step and then take the SUBMIT action.
• If a team member was not properly assigned the process will continue without input from that person.

• Next Step: Provost Office Reviews MOU Comments

Adding Comments/No Comment

• Add your comments using the Comments tab. After adding your comments take the SUBMIT action.
• If you have no comments, enter "N/A" or "No Comments" using the Comments tab. You must take the SUBMIT action even if you take this option not to comment.

Escalation Rules

• This process step has escalation rules applied. After 7 days the process moves to the next step - Provost Office Reviews MOU Comments. If you do not comment, or indicate no comment within the 7 days you will lose your opportunity to contribute to the MOU.