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Design & Construction Process Formulation When an individual or department member perceives a problem that can be solved by altering their program space, a project is essentially conceived. Once conceived, there are multiple entry points into FC&R, although the typical entry point is for the project to be referred to the Director of Project Management. Regardless of how the proposed project enters FC&R, the first step for a project is to be reported at a weekly Triage meeting. Triage meetings are attended by the direct reports to the Associate Vice President of Facilities Operations & YSM Capital Program. If the Triage group agrees that the proposed project can be formulated, Project Management proceeds to formulate the project. Formulation consists of identifying the scope, schedule and budget for the proposed project. Scope is identified typically through a sketch prepared by a member of Project Management. Once the scope has been identified via the sketch, the Director of Project Management evaluates the plan, estimates its total project cost, and estimates the elapsed time schedule for the project. The scope, schedule and budget information is summarized in letter form and sent to the initiator of the request. If the initiator wishes to proceed, he or she must identify a fund source and confirm the source with the business manager of Facilities Finance and Administration. When confirmed, the project is placed in the Project Management queue for assignment to the next available Project Manager. When assigned a project, the first act of the Project Manager is to familiarize himself or herself with the project by reviewing the formulation file. The Project Manager then begins to prepare the required approvals paperwork that must go to the appropriate approvals bodies. Simultaneously, the Project Manager begins to develop a Work Plan which is the basis of a Request for Proposal from the Design Team for the project. The project then follows the normal course of events as outlined in this Manual for the Design Phases, the Construction Phase and the Closeout Phase. Last modified: August 15, 2005. (jj) Copyright ©2005 Yale University School of Medicine, Department of Facilities Construction & Renovation . All rights reserved. Comments or suggestions to the site editor. Home URL: http://info.med.yale.edu/ysm