2.02 Project Definition Form Creation (PD)

• The primary actor is the CC Planner who has responsibility for completing this process.
• The planner may work collaboratively  with the Project Manager, SEG, Assessor or others while facilitating the addition of the PD form into e-Builder.
• This process spawns the 02.01 Team Assignment (TA) process.

Start by the CC Planner, CC Planning Manager, eB Admin, Project Manager, R&M Manager, UTLITIES-Program Manager

CC Planner Completes PD Form

 Project Manager Review

Initiator Review

CC Planner Revise

Planning Manager and Prog. Manager Review

1. 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

1. Working Committee Review
1. CC Planning Manager will review the process with working committee outside of e-Builder 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

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

1. 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

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

1. 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 Screening Review

1. DoF Planning Manager (Governance)
1. CC Planning Manager will review the process, add their comments, prepare the Capital Renewal List for the RCRSP agenda, and take the following action:

1. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation:  No

   3. Add Comment: No

   4. Next Step:  Spawn Team Assignment

1. Spawn Team Assignments
1. When the Submit action is taken from the DoF Planning Manager step, the process will proceed to this spawn step.  In the spawn step the 02.01 – Team Assignment process will be started and moved to the first step of that workflow.  The following action will be automatically be taken after:

1. 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

1. Finance Officer Issues IO Number
1. Financial Officer will review the process, add the Cost Object Number, and take the following action:

2. Submit

   1. Status of Process:  Leave Status Unchanged

   2. Causes Field Validation:  Yes

   3. Add Comment: No

   4. Next Step:  Apply Funding

1. Apply Funding
1. Financial Analyst will review the process, apply funding, and take the following action:

1. Submit

   1. Status of Process:  Approved

   2. Causes Field Validation:  Yes

   3. Add Comment: No

   4. Next Step:  Finish

1. Finish