e-Builder Processes by Project Phase

Modified on Mon, Nov 26, 2018 at 11:26 AM

Phase	Process	Submitted by	Description
Initiation	New Project Request	Customer	Public form hosted on the Facilities website for Unit employees to submit new project requests for evaluation.
Initiation	Project Creation	eB Admin	Used to notify lead PMs of project creation and forward project request form.
Planning	MOU Creation and Approval	Project Manager	Create MOU and send it for review and approval. Updates planned budget.
	Budget Approval	Project Manager	Used to establish the original budget, and subsequent budget changes (including net zero transfers and budget infusions).
	Interior Design Request	Project Manager	Used to request for interior design assistance.
	Signage and Graphics Request	Project Manager	Request for signage and graphics assistance.
Design	Prof Svcs Fee Proposal Request	Project Manager	Submit a task order to the contracts department in order to acquire a fee proposal from an A/E.
	Prof Svcs Contract Approval	Contract Specialist	Approval of Professional Services (ONLY) contracts after bidding/award.
	Prof Svcs Change Order	Project Manager or A/E	Used to create a FCO Letter and Change Order for approval to modify the contract value and/or time. For professional services contract type ONLY.
	Prof Svcs Invoices	Project Manager or A/E	Use to submit Professional Services Invoices.
	Permit Application – Project Permit	Project Manager	Used to start the review process for a project permit. Reviewed by Building Code Services staff.
	Permit Application – Land Disturbance Permit	Project Manager	Used to start the review process for a land disturbance permit. Required for projects exceeding 2,500 square feet of disturbance area on Mason's property. Reviewed by the Land Development staff.
Construction	Construction Invitation for Bid Request	Project Manager	Available after budget is approved. Used to initiate bidding for construction contracts.
	Construction Contract Approval	Contract Specialist	Approval of construction (ONLY) contracts after bidding/award.
	Construction Schedule of Values	General Contractor or Project Manager	Used to split the contract into detailed line items for the Schedule of Values and subsequent Pay Applications. This process is only used ONCE per contract after award.
	Construction - FCO	Project Manager or General Contractor	Pricing and approval of issues that may result in a cost impact to the project. Covers construction contracts ONLY.
	Construction Change Order	Project Manager or General Contractor	Bundles one or several FCOs and generates a Change Order for approval to modify the contract value and/or time. An FCO must be submitted before starting the Construction Change Order.
	Inspectors - Environmental Compliance Report	Land Development Staff	For inspectors to create environmental compliance report.
	Inspectors - Inspection Report	Inspectors or General Contractor	Used to create project inspection reports or by GCs to request inspections.
	Inspectors - Weekly Report	Inspector	Use to create a weekly inspection report.
Closeout	Project Closeout	Project Manager	Used to finalize and close out the project. Checks for submission of space database drawings, permit close-out, archives deliverables complete, and Leading 9 fund closed out (if needed).
	Archives Deliverables	Automatically started when the original budget is approved	Used to track project deliverables being sent to Archives.
	Permit Close-Out	Automatically started when a Final Inspection Report is submitted	Used to request project permit close-out.
Other	Project Status Report		Create report on current status of project. Incorporates schedule and budget data.
Other	Non-Prof Svcs Contract Approval		Approval of Non-Professional Services (ONLY) contracts after bidding/award.