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Result or Product of this Process
This process merges information stored in e-Builder with a document template to create a Memorandum of Understanding (MOU) and initial budget that can be shared with project sponsors or other parties.
Process Details
- This process starts automatically when the 02.01 Team Assignment (TA) process is complete or can be initiated by the e-B admin.
- The primary actor for this process is the Project Manager.
- Secondary actors include the Provost Office,
- The process does not spawn other processes
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Process Start
Started by the spawn step in CRSP Screening Kickoff or by the eB Admin.
- If initiated by the eB Admin, that person fills out the required fields and take the below action.
- If started by the spawn process the fields will be filled out and the below action will automatically be taken.
Submit
- Status of Process: Submitted
- Causes Field Validation: Yes
- Data field assignments are made
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" in a previous step. It will automatically take one of the following paths:
- True (Yes)
- Condition PIT Required = Yes
- Next Step: PM schedules PIT meeting
- False (No)
- Condition PIT Required not equal to yes
- Next Step: Provost Office Draft MOU
PM Schedules PIT Meeting
The Project Manager reviews the process, completes the required fields and takes the following action:
Submit
- Status of Process: Leave status unchanged
- Cause Field Validation: Yes
- Next Step: Provost Office Draft MOU
Provost Office Draft MOU
Provost Office reviews the process and completes the required fields. The following action is taken:
Submit to Team
- Status of Process: Leave status unchanged
- Cause Field Validation: Yes
- Next Step: Team Review
Team Review
IS&T Lead, Project Manager, CC Sustainability, CC Planning Manager, EHS Project Liaison, CR Admin and OCP Planner review the process and take the following action:
Submit
- Status of Process: Leave status unchanged
- Cause Field Validation: Yes
- Number of Actors to Complete Action: All Actors
- Next Step: Provost Office Reviews MOU Comments
Provost Office Review MOU Comments
The Provost Office reviews the process, fills out the required fields and takes the following action:
Submit
- Status of Process: Leave status unchanged
- Cause Field Validation: Yes
- Next Step: Program Manager MOU Review
Program Manager MOU Review
The Program Manager will review the process and take one of the following actions.
- Submit
- Status of Process: Leave unchanged
- Causes Field Validation: Yes
- Data Field Assignments are Made
- Next Step: PM Checks Benchmark Data
- Revise
- Status of Process: Leave status unchanged
- Causes Field Validation: Yes
- Next Step: Provost Office Distributes to DLC for Review
PM Checks Benchmark Data
The Project Manager reviews the process and takes one of the following actions:
- Submit
- Status of Process: Leave status unchanged
- Causes Field Validation: YesData Field Assignments are Made
- Next Step: Program Manager Review
- Revise
- Status of Process: Leave status unchanged
- Causes Field Validation: Yes
- Next Step: PM Enters Benchmark and S1 Estimate
PM Checks Benchmark Data
The Program Manager reviews the process and takes one of the following actions:
- Submit
- Status of Process: Leave status unchanged
- Causes Field Validation: YesData Field Assignments are Made
- Next Step: MOU/Stage 1 MM
- Revise
- Status of Process: Leave status unchanged
- Causes Field Validation: Yes
- Add Comments: Yes, required
- Next Step: Provost Distributes to DLC for Review
MOU/Stage 1 MM
The MOU Stage 1 MM is a mail merge automation step that completes the items below and automatically takes the action:
Code Complete
e-Builder Instructions
- Step 1
- Step 2
- etc