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).
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.
Start
- The Project Manager fills out the required fields and clicks Submit.
- The next step is Systems Renwal?
Systems Renewal
- 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?
CC Planner Review
- 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.
CC Planning Manager Review
- The Planning Manager reviews and may edit the process When finished the only option is to send the process back to the CC Planner
CC Planning Dir Review
- The CC Planning Director reviews the request and has the option to Submit if approved or ask the CC Planning Mgr for revisions.
Initiator Revises
- 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.
Return Funds?
- 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
Program Manager Review A
- 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 is CC Director Review.
- If Revise is chosen the next step is Initiator Revise and Submit.
CC Director Review
- 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.
Initiator Revise and Submit
- 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
Governance Review
- The Budget Planning Manager reviews process fields and updates the funding data as necessary and when finished chooses Submit.
Financial Analyst Adjusts Funding
- 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.
True Up Form
- Automatic Step to generate the True Up form document
- The next step is Finish
Program Manager Review B
- 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
CC Project?
- This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Capital Renewal"
- If True the next step is Project Director Review
- If False the next step is M&U Project?
M&U Project?
- 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?
OCP?
- 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
Campus Services?
- 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
Dir of Fin & Adm Review
- The Director of Finance and Administration 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 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.
VP, CSS Executes
- 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.
CC Director Review
- The CC Director reads the comments and review the process fields and 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.
M&U Director Review
- The M&U Director reads the comments and reviews the process fields and clicks Submit.
- The next step is Department Funding?
OCP Director Review
- The OCP Director reads the the comments and reviews the process fields and clicks Submit.
- The next step is Department Funding?
DoF Department Funding?
- 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?
Governance Review_2
- 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.
DoF Contingency
- 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?
EVPT Contingency
- 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
Deputy EVPT Review
- The EVPT Office reads the comments and reviews the process fields and then clicks Submit.
- The next step is Financial Analyst Adds Funding
Governance Review_1
- Governance Review reads the comments and reviews the process fields and clicks Approve.
- The next step is True Up Form / Addi
True Up Form
- Automatic step to generate the true up form document.
- The Next Step is Financial Analyst Adds Funding
Financial Analyst Adds Funding
- 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
Finish
