2.04 - MOU and Stage 1 Budget - CRSP (Non-Cost) for Oct Release

Started by the spawn step in CRSP Screening Kickoff or by the eB Admin.

• If initiated by the eB Admin, the eB Admin must complete the Department, Project Description, 100% CRSP Funding and Stage 1 Budget fields.
• If started by the spawn process those fields will be automatically filled out and the below action will occur.

Submit

• Status of Process: Submitted
• Data field assignments made as above

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:

1. True(Yes)
   1. Condition PIT Required = Yes
   2. Next Step: PM schedules PIT meeting
2. False(No)
   1. Condition PIT Required not equal to yes
   2. Next Step: Provost Office Draft MOU

The Project Manager reviews the process and completes the required fields then takes the following action:

Submit

• Status of Process: Unchanged
• Next Step: Provost Office Draft MOU

The Project Manager reviews the process, completes the required fields and then Submits.

Submit

1. Status of Process: Unchanged
2. Next Step: Provost Office Draft MOU

The Provost Office reviews the process and completes the required fields and Submits to the team

Submit to Team

1. Status of Process: Unchanged
2. Next Step: 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

1. Status of Process: Unchanged
2. Number of Actors to Complete Action: All Actors
3. Next Step: Provost Office Reviews MOU Comments

The Provost Office reviews the process, fills out the required fields and Submits

Submit

1. Status of Process: Unchanged
2. Next Step:  Program Manager MOU Review

The Program Manager reviews the process and takes one of the following actions.

1. Submit
1. Status of Process: Unchanged
2. Data Field Assignments are Made
3. Next Step: PM Checks Benchmark Data
2. Revise
   1. Status of Process: Unchanged
   2. Next Step: Provost Office Distributes to DLC for Review

The Project Manager reviews the process and takes one of the following actions:

1. Submit
   1. Status of Process: Unchanged
   2. Data Field Assignments are Made
   3. Next Step: Program Manager Review
2. Revise
   1. Status of Process: Unchanged
   2. Next Step: PM Enters Benchmark and S1 Estimate

The Draft MOU Step is a mail merge automation step that completes the items below and automatically takes the action:

Code Complete

1. Automation Step Type: Mail Merge
2. Mail Merge Template: MOU and Stage 1
3. Archive Mail Merge = Yes
   1. Destination Folder = Document\02 Project Development Budgets
   2. Store in Field: MOU/Stage 1 Document (I&E)\201 Scope and Project Definition Forms (I)
4. Next Step: Provost Distributes to DLC for Review

The Provost Office reviews the process, fills out the required fields and takes the following action:

Submit

1. Status of Process: Unchanged
2. Next Step: PM Enters Benchmark and 51 Estimate

The Project Manager reviews the process, fill out the benchmark and Stage 1 data, print the Stage 1 mail merge and attach, then take the following action:

Submit

1. Status of Process: Unchanged
2. Data Field Assignments Made
3. Next Step: Program Manager Review

The Program Manager reviews the process and takes one of the following actions:

1. Submit
1. Status of Process: Unchanged
2. Next Step: CC Dir & Dir of Projects Review
2. Revise
1. Status of Process: Unchanged
2. Add Comments: Yes, Required
3. Next Step: PM Enters Benchmark and 51 Estimate

The CRSP Admin reviews the process, adds comments and takes one of the following actions:

1. Submit
   1. Status of Process: Unchanged
   2. Next Step: Provost Office Distributes to DLC
2. Revise
   1. Status of Process: Unchanged
   2. Next Step: PM Revises Benchmark or S1 Estimate

The Project Manager reviews the process, fills out the required fields and takes the following action:

To Program Manager

1. Status of Process: Received
2. Data Field Assignments are Made
3. Next Step: Program Manager Review

The Provost Office reviews the process, fills out the required fields, and takes one of the following actions:

1. Submit
   1. Status of Process: Unchanged
   2. Next Step: Start 03.01 Milestone Project Estimate
2. Revise
   1. Status of Process: Unchanged
   2. Add Comments: Yes, Required
   3. Data Field Assignment: Spawn 301 Process - Yes
   4. Next Step: PM Revises Benchmark or S1 Estimate

The Start Milestone Project Estimate spawn step creates a process instance for 03.01 Milestone Project Estimate process. When the process is created the following action is taken:

Spawn Complete

 Next Step: Finish

This is the final step. No further instruction is provided.