projectinitiation,authorization,andaward.docVIP

PROJECT INITIATION, AUTHORIZATION, AND AWARD Project Initiation To define the steps necessary to prepare, review and approve Capital Funding Request and the process to incorporate the project into the 5-year Capital Investment Plan. This SOP also defines the process to initiate a new project from advertisement through award. This section describes the procedures and resources available to the PM for project initiation and authorization. Capital Funding Request When a Sponsor Department identifies a need for a capital project, a representative of the Sponsor Department will prepare a Capital Funding Request (CFR), (Note: Some CFRs will result from budgetary needs of existing projects. These will be determined during the updating process of the Budgets. Based on the criteria described below, the Capital Funding Request is submitted to the Assistant General Manager (AGM) for Design and Construction and a Project Manager (PM) is assigned. For capital project development, long range projects and feasibility studies, the Director of Planning assigns the Project Manager. Upon assignment, the Project Manager completes the Project CFR, including a Conceptual Budget and Schedule. The AGM for Design and Construction submits CFRs, ranked by priority, to the Budget Director on an annual basis or as directed by the Budget Department. The Budget Director in conjunction with the appropriate senior managers determines which proposed Projects will be incorporated into the five year, Capital Investment Plan (CIP). When the project comes off the CIP and into development a Project Initiation Report will be prepared by the sponsoring Directorate. Non-capital funded projects that affect MBTA property or resources and require participation of Design Construction need to be reviewed by the appropriate Directorate(s) to assure that MBTA requirements and/or funding sources are addressed and MBTA requirements get included in the Requests for Proposal or project scoping documen