1. Process Start (Project Manager)| Cloak |
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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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2. Systems Renewal (Decisional)| Cloak |
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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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3. CC Planner Review | Cloak |
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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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4. CC Planning Manager Review| Cloak |
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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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5. CC Planning Dir Review | Cloak |
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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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6. Initiator Revises | Cloak |
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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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7.Return Funds? (Decision Step) | Cloak |
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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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8. Program Manager Review A| Cloak |
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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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9. CC Director Review| Cloak |
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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 Resubmit.
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10. Initiator Revise and Submit | Cloak |
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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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cloakGovernance Review
| Cloak |
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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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11. Financial Analyst Adjusts Funding | Cloak |
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- The Financial Analyst reads the comments, adjusts the funding and then clicks Submit.
- The next step is 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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12 True Up Form (Automatic Step)| Cloak |
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- Automatic Step to generate the True Up form document
- The next step is Finish
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13 Program Manager Review B| Cloak |
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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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14. CC Project? (Decision Step)| Cloak |
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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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15. M&U Project? (Decision Step)| Cloak |
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- This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Utilities".
- If True the next step is M&U Director Review
- If False the next step is OCP Project?
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16. OCP? (Decision Step)| Cloak |
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- This step is a decision step. e-Builder evaluates the Project Type to determine if the value is "OCP"
- If True the next step is OCP Director Review
- If False the next step is Director of Housing Review
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17 Projects Director ReviewCampus Services?| Cloak |
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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| Cloak |
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- The Director of Finance and Administration
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- The Projects Director reads the comments and review the process fields and has the option to Submit or Revise, Revise, or Send to CC Director.
- If Submit is chosen the next step is CC Director Review 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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18. VP, CSS Executes | Cloak |
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- The IBO Director reads the comments and review the process fields and 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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19. M&U CC Director Review| Cloak |
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- The M&U CC Director reads the comments and reviews review the process fields and clicks Submit.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.The next step is Department Funding?
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20. OCP M&U Director Review| Cloak |
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- The OCP M&U Director reads the the comments and reviews the process fields and clicks Submit.
- The next step is is Department Funding?
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21. OCP Director of Housing Review| Cloak |
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- The OCP Director of Housing reads the the comments and reviews the process fields and clicks Submit.
- The next step is is Department Funding?
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22. DoF Department Funding? (Decision Step)| Cloak |
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- This is a decision step. e-Builder evaluates the value of the Department Funding field.
- If Yes the next step is Governance Review_2
- If False the next step is DoF Contingency?
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23. Governance Review_2| Cloak |
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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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24. DoF Contingency (Decision Step)| Cloak |
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- This is a decision step. e-Builder evaluates the value of the Funding Source field.
- If True the next step is Financial Analyst Adds Funding
- If False the next step is EVPT Contingency?
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25. EVPT Contingency (Decision Step)| Cloak |
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- This is a decision step. e-Builder evaluates the value of the Funding Source field.
- If True the next step is Deputy EVPT Review
- If False the next step is Governance Review_1
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26. Deputy EVPT Review| Cloak |
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- The EVPT Office reads the comments and reviews the process fields and then clicks Submit.
- The next step is Financial Analyst Adds Funding
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27. Governance Review_1| Cloak |
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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
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28. True Up Form (Automatic Step to Generate Document)| Cloak |
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- Automatic step to generate the true up form document.
- The Next Step is Financial Analyst Adds Funding
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29. Financial Analyst Adds Funding | Cloak |
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- The financial analyst adds the funding to the project and will compete the required process fields clicks to add funds.
- The next step is Finish
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30. Finish | 
