2.02 Project Definition Form Creation (PD)

Though usually started by the CC Planner, any of the following may start the process:

• CC Planning Manager
• eB Admin
• Project Manager
• R&M Manager
• Utilities - Program Manager

Once required fields are completed the form is submitted.

If the process was initiated by CC Planner, the next step is Project Manager Review.

If not initiated by CC Planner, the next step is CC Planner Completes PD Form

CC Planner reviews the process, complete the required fields and chooses one of the actions below:

One of the following actions will be taken:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Next Step:  Project Manager Review

2. Revise

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Add Comments:  Yes, Required

   4. Next Step: Initiator Review

3. Void

   1. Status of Process:  Void

   2. Causes Field Validation: No

   3. Add Comments:  Yes, Required

   4. Next Step:  Finish

Project Manager reviews the process and completes the required fields.  They will take  one of the following actions:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Next Step:  Planning Manager and Prog. Manager Review

2. Revise

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation: Yes

   3. Add Comments:  Yes, Required

   4. Next Step: CC Planner Revise

       

Process Initiator reviews the process and completes the required fields.  They will take  the following action:

Reply

1. Status of Process:  Leave Status Unchanged

2. Causes Field Validation: Yes

3. Next Step:  CC Planner Completes PD Form

CC Planner reviews the process and completes the required fields.  They will take  the following action:

Resubmit

1. Status of Process:  Leave Status Unchanged

2. Causes Field Validation: Yes

3. Next Step:  Project Manager Review

Project Manager and Program Manager review the process and complete the required fields: They will take one of the following actions:

1. Submit
   1. Status of Process: Leave status unchanged
   2. Causes Field Validation: Yes
   3. Number of Actors Required to Complete: All
   4. Next Step: Working Committee Review
2. Revise
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: Yes
   3. Add Comments: Yes, Required
   4. Next Step: CC Planner Revise

CC Planning Manager will review the process with working committee outside of e-Builder and then complete the required fields. They will take one of the following actions:

1. Submit
   1. Status of Process: Leave status unchanged
   2. Causes field Validation: Yes
   3. Number of Actors Required to Complete: All
   4. Next Step: Utilities, O&M and SEG Review
2. Put On Hold
   1. Status of Process: On Hold
   2. Causes Field Validation: Yes
   3. Add Comments: No
   4. Next Step: Finish

Utilities Director, O&M Director, and SEG Assignor will review the process, add their comments and take the following action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: No
3. Add Comment: No
4. Number of Actors Required to Complete: All
5. Next Step: CC Director, Ops, and M&U Review

CC Director, M&U Director and IBO Director will review the process, add their comments and take the following action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: No
3. Add Comment: No
4. Number of Actors Required to Complete: All
5. Next Step: CRSP Planning Review

CC Planning Manager will review the process, add their comments, prepare the Capital Renewal List for the RCRSP agenda and take the following action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: No
3. Add Comment: No
4. Next Step: Spawn Team Assignment

When a Submit action is taken from the DoF Planning Manager step, the process proceeds to this spawned step. In the spawn step the 2.01 - Team Assignment process starts and is moved to the first step of that workflow. The following action is automatically taken after:

Spawn Complete

1. Spawn Process: 02:01 - Team Assignment
2. Spawn Process Initiator: Automatically Spawned
3. Attach Process: Yes
4. Copy Attached Files: Yes
5. Next Step: Finance Office Issues IO Number

Financial Officer reviews the process, adds the Cost Object Number, and take the following action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: Yes
3. Add Comment: No
4. Next Step: Apply Funding

Financial Analyst reviews the process, applies funding, and takes the following action:

Submit

1. Status of Process: Approved
2. Causes Field Validation: Yes
3. Add Comment: No
4. Next Step: Finish

This is the terminal step in this process. No instructions are provided.