1. December - EMT request project $$ from MPM for specific projects
  2. MPM requests project $$ for specific projects
  3. MPM requests project $$ from the Budget Office (lump sum in GA under CAS Project Fund Code)
  4. EMT comes back when "ready to launch"
  5. If request receives MPM Approval:
    1. Frank request Project ID and Speed Type from Controllers
    2. Frank request Budget Office to move funds to that Speed Type
    3. Frank notifies requestor where approved funds are
    4. Frank tracks project budget and requests in same spreadsheet as contingency $$

Notes

  1. Michael requests bucket of $$ - meets to review specific requests that make up requested amount. Identifies other potential initiatives.
  2. "Ready to Launch" implies the project is no longer a concept but has detail for scope, dates, resources, etc... and possibly real quotes
  3. Projects get a Speed Type that falls under managing department. Non-UITS depts have 1 project bucket and not separate projects.
  4. Project $$ are typically meant to be spent in one fiscal year. There are exceptions for large multi-year projects.
  5. Frank needs to let Jean know when project budgets are created or inactivated. Jean to update IT Procurement web site.
  6. Should we move requested $$ when approved OR actual $$ when req is ready? Once funds are in project fund they can't easily move back.