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.
|
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.
|
Non-Prof Svcs Contract Approval
|
| Approval of Non-Professional Services (ONLY) contracts after bidding/award.
|
