rca prd project planning process appoint a business

26
A0 RCA_COM_01 RCA Commercial Research Project Planning Process Project Overivew A1 RCA_COM_03 RCA Commercial Research Project Planning Process Generate Customer Work & Statement of Requirements A2 RCA_COM_04 RCA Commercial Research Project Planning Process Assemble Project Team A2.2 RCA_COM_05 RCA Commercial Research Project Planning Process Identify & Appoint Engineering Team(s) & Leader A2.3 RCA_COM_06 RCA Commercial Research Project Planning Process Identify & Appoint Engineering Team Memberr A5 RCA_COM_09 RCA Commercial Research Project Planning Process Finalisation of Project Planning A3 RCA_COM_07 RCA Commercial Research Project Planning Process Produce Project Documents A4 RCA_COM_08 RCA Commercial Research Project Planning Process Obtain Approval from Customer RCA Commercial Research Project Planning Process A0 RCA_COM_02 RCA Commercial Research Project Planning Process Project Overivew Research Centre A Research Project Planning Processes Alexander (Freddie) Holliman PhD Researcher Dept. Design, Manufacture & Engineering Management University of Strathclyde Glasgow, Scotland A0 RCA_PRD_01 RCA PRD Research Project Planning Process Project Overivew A0 RCA_PRD_02 A1 RCA_PRD_03 A1.1 RCA_PRD_04 A1.2 RCA_PRD_05 RCA PRD Project Planning Process Engineering Team Selection A1.3 RCA_PRD_06 RCA PRD Project Planning Process Appoint a Business Development Team Member RCA PRD Research Project Planning Process Defining Project Stakeholders & Scope RCA PRD Research Project Planning Process Bidding for project funding RCA PRD Research Project Planning Process Creating a Bid Team A1.4 RCA_PRD_07 RCA PRD Research Project Planning Process Develop & Submit the Bid A1.5 RCA_PRD_08 RCA PRD Research Project Planning Process Producing Project Planning Documentation A1.5.1 RCA_PRD_09 RCA PRD Research Project Planning Process Bid Approval Process A2 RCA_PRD_10 RCA PRD Research Project Planning Process Project Finalisation Process A3 RCA_PRD_11 RCA PRD Research Project Planning Process Contract Prossesing & Finalisation A3.1 RCA_pRD_12 RCA PRD Research Project Planning Process Producing Level 2 Planning Documents A3.2 RCA_PRD_13 RCA PRD Research Project Planning Process Confirming Project Funding A4 RCA_PRD_13 RCA PRD Research Project Planning Process RCA PRD Research Project Planning Process Project Overivew

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Page 1: RCA PRD Project Planning Process Appoint a Business

A0

RCA

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Com

mer

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ener

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Wor

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A0

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Res

earc

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ntre

A R

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Proj

ect

Plan

ning

Pro

cess

es

Alex

ande

r (F

redd

ie)

Hol

liman

PhD

Res

earc

her

Dep

t. D

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n, M

anuf

actu

re &

Eng

inee

ring

Man

agem

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Uni

vers

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A0

RCA

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_01

RCA

PRD

Res

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veriv

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A0

RCA

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_02

A1

RCA

_PRD

_03

A1.1

R

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A1.2

R

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RCA

PRD

Pro

ject

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oces

s En

gine

erin

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am S

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A1.3

R

CA_P

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_06

RCA

PRD

Pro

ject

Pla

nnin

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oces

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poin

t a

Busi

ness

Dev

elop

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t Te

am M

embe

r

RCA

PRD

Res

earc

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anni

ng P

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Def

inin

g Pr

ojec

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akeh

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rs &

Sco

pe

RCA

PRD

Res

earc

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anni

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ddin

g fo

r pr

ojec

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ndin

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RCA

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Res

earc

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ojec

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anni

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Crea

ting

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d Te

amA1

.4

RCA

_PRD

_07

RCA

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Res

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ojec

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anni

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Dev

elop

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it th

e Bi

dA1

.5

RCA

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RCA

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Res

earc

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Prod

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ocum

enta

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A1.5

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RCA

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_09

RCA

PRD

Res

earc

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anni

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Bid

Appr

oval

Pro

cess

A2

RCA

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RCA

PRD

Res

earc

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ojec

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anni

ng P

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Proj

ect

Fina

lisat

ion

Proc

ess

A3

RCA

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_11

RCA

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Res

earc

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ross

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Fin

alis

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.1

RCA

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_12

RCA

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Res

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anni

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Prod

ucin

g Le

vel 2

Pla

nnin

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ocum

ents

A3.2

R

CA_P

RD

_13

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

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nfirm

ing

Proj

ect

Fund

ing

A4

RCA

_PRD

_13

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssPr

ojec

t O

veriv

ew

Page 2: RCA PRD Project Planning Process Appoint a Business

A0

RCA

_CO

M_0

1

A1

RCA

_CO

M_0

3

A2

RCA

_CO

M_0

4

A2.2

R

CA_C

OM

_05

A2.3

R

CA_C

OM

_06

A5

RCA

_CO

M_0

9

A3

RCA

_CO

M_0

7

A4

RCA

_CO

M_0

8

RCA

Com

mer

cial

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

A0

RCA

_CO

M_0

1

RCA

Com

mer

cial

Res

earc

h Pr

ojec

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anni

ng P

roce

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ojec

t O

veriv

ew

RCA

Com

mer

cial

Res

earc

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ojec

t Pl

anni

ng P

roce

ssG

ener

ate

Cust

omer

Wor

k &

Sta

tem

ent

of R

equi

rem

ents

RCA

Com

mer

cial

Res

earc

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ojec

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anni

ng P

roce

ssAs

sem

ble

Proj

ect

Team

RCA

Com

mer

cial

Res

earc

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anni

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entif

y &

App

oint

Eng

inee

ring

Team

(s)

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eade

r

RCA

Com

mer

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Res

earc

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anni

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roce

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entif

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App

oint

Eng

inee

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Mem

berr

RCA

Com

mer

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Res

earc

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anni

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roce

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nalis

atio

n of

Pro

ject

Pla

nnin

g

RCA

Com

mer

cial

Res

earc

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roce

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oduc

e Pr

ojec

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ocum

ents

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Com

mer

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Res

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anni

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al f

rom

Cus

tom

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RCA

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mer

cial

Res

earc

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anni

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roce

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Page 3: RCA PRD Project Planning Process Appoint a Business

Cust

omer

Busi

ness

Dev

elop

men

tTe

am

RCA

Scop

eCu

stom

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Enqu

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Soft

war

e

BD T

eam

M

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lterin

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iryRes

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rm

Tem

plat

e

Engi

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ader

Busi

ness

Dev

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t Pr

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Mem

ber

Busi

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D

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opm

ent

Team

Sta

ff

Avai

labi

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Engi

neer

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Team

Ex

pert

ice

Scop

e

Engi

neer

ing

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St

ruct

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Engi

neer

ing

Te

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Mem

ber

Skill

set

Engi

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ing

Team

Mem

ber

Avai

labi

lity

Busi

ness

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am S

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Ex

pert

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Addi

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Term

s &

Cond

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irect

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Enq

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Enq

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Appr

oval

Sign

ater

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Mat

rix(S

ched

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A0

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Res

earc

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ojec

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anni

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ew

Page 4: RCA PRD Project Planning Process Appoint a Business

Cust

omer

Busi

ness

Dev

elop

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am

RCA

Scop

eCu

stom

er

Enqu

iry

Soft

war

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BD T

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lterin

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Enqu

iryRes

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rm

Tem

plat

e

Stat

emen

t of

Req

uire

men

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Enqu

iry R

espo

nse

Form

GE

NE

RA

TE

Cu

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rk &

Li

st o

f R

equ

irem

ents

A1

Func

tiona

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m

Func

tiona

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m M

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r

Busi

ness

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t Te

am M

embe

r

Func

tiona

l Tea

m L

eade

r

Busi

ness

Dev

elop

men

t Pr

ojec

t Te

am M

embe

r

Busi

ness

D

evel

opm

ent

Team

Sta

ff

Avai

labi

lity

Func

tiona

l Te

am

Expe

rtic

e Sc

ope

Func

tiona

lTe

am

Stru

ctur

e

Func

tiona

l Te

am

Mem

ber

Skill

set

Func

tiona

lTe

amM

embe

r Av

aila

bilit

y

Busi

ness

Dev

elop

men

t Te

am S

taff

Ex

pert

ice

ASSEMBLE

Project

Team

A2

PRODUCE

Project

Documents

A3

Addi

tiona

l Si

gnat

arie

s

RCA

SO

WTe

mpl

ate

RCA

Pr

oces

s So

ftw

are/

Staf

f Av

aila

bilit

y Lo

g/Eq

uipm

ent

Avai

labi

lity

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nt C

hart

Sof

twar

e

RCA

Proj

ect

Cost

ing

Soft

war

e

RCA

Pr

ojec

t Q

uota

tion

Soft

war

e

Subm

ited

Colla

ted

Doc

umen

ts

OBTAIN

Approval

From

Customer

A4

Term

s &

Cond

ition

s

Uni

vers

ity

Lega

l Tea

mM

embe

r

Uni

vers

ity

Fina

nce

Team

Mem

ber

Res

earc

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rvic

esTe

amM

embe

r

Sent

Leg

alAp

prov

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Firm

re

ject

ion

Appr

oved

Col

late

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ocum

ents

FIN

ALI

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No

f P

roje

ctP

lan

nin

g

A5

Firm

re

ject

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Proj

ect

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tAu

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ion

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Dire

ctio

n Ch

ange

Inte

rnal

Pro

ject

Enqu

iry

Exte

rnal

Pro

ject

En

quiry

Appr

oval

Sign

ater

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Mat

rix(S

ched

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gnat

erie

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Res

ourc

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eet

Tem

plat

e

Re-

quot

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quire

men

t

A0

RCA

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Com

mer

cial

Res

earc

h Pr

ojec

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anni

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roce

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ojec

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veriv

ew

Page 5: RCA PRD Project Planning Process Appoint a Business

RE

CE

IVE

call

fro

mcu

sto

mer

A1.1

RE

CO

RD

cust

om

erre

qu

irem

ents

A1.3

CH

EC

KP

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ctag

ain

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cop

e

A1.4

DIS

CU

SS

Biz

Dev

cust

om

er

A1.5

Cust

omer

Req

uire

men

ts

Rec

orde

dCu

stom

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uire

men

ts

RCA

Scop

e

In-s

cope

Co

ntra

dict

ion

In-s

cope

Am

bigu

ity

RE

JEC

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A1.5.2

AP

PR

OV

EC

on

tin

uin

g P

roje

ct[G

o/N

o-G

o]

A1.5.1

In-scope

Confirmation

In-scope

Contradiction

PR

OD

UC

ES

tatm

ent

of

req

uir

emen

ts

A1.7

Proj

ect

Scop

eAp

prov

al

Stat

emen

t of

Req

uire

men

ts

Cust

omer

Enq

uiry

Sof

twar

e

Cust

omer

PRODUCE

Enquiry

Response

Form

A1.2

BD T

eam

M

embe

r Fi

lterin

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BD T

eam

M

embe

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Enqu

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espo

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Form

Tem

plat

e

In-s

cope

Con

firm

atio

n

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eam

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Res

pons

eFo

rm

UPDATE

Enquiry

Response

Form

A1.6

Enqu

iry

Res

pons

e Fo

rm

QP0

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sine

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Dire

ctio

n Ch

ange

Inte

rnal

Pro

ject

Enqu

iry

Exte

rnal

Pro

ject

En

quiry

A1

RCA

_CO

M_0

3RCA

Com

mer

cial

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssG

ener

ate

Cust

omer

Wor

k &

Sta

tem

ent

of R

equi

rem

ents

Page 6: RCA PRD Project Planning Process Appoint a Business

CO

NFI

RM

BD

Lea

dS

uit

abili

ty

A2.1

IDE

NT

IFY

&A

PP

OIN

TE

ng

inee

rin

gte

am(s

) &

lead

er

A2.2

IDE

NT

IFY

&A

PP

OIN

TE

ng

inee

rin

gte

amm

emb

er

A2.3

Busi

ness

Dev

elop

men

t Te

am M

embe

r

Busi

ness

Dev

elop

men

t Pr

ojec

t Te

am M

embe

r

Busi

ness

Dev

elop

men

t Te

am S

taff

Ava

ilabi

lity

Engi

neer

ing

Det

ails

Engi

neer

ing

Team

lead

er D

etai

ls

Engi

neer

ing

Team

Mem

ber

Det

ails

Func

tiona

l Tea

m

Expe

rtic

e Sc

ope

Func

tiona

lTe

am S

truc

ture

Func

tiona

l Tea

m

Mem

ber

Skill

set

Func

tiona

l Tea

mM

embe

r Av

aila

bilit

y

List

of

Req

uire

men

ts

Busi

ness

Dev

elop

men

t Pr

ojec

t Te

am M

embe

r D

etai

ls

Engi

neer

ing

Team

Engi

neer

ing

Team

lead

er

Busi

ness

Dev

elop

men

t Te

am S

taff

Exp

ertic

e

Engi

neer

ing

Team

Mem

ber

A2

RCA

_CO

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4RCA

Com

mer

cial

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssAs

sem

ble

Proj

ect

Team

Page 7: RCA PRD Project Planning Process Appoint a Business

IDE

NT

IFY

&

AP

PO

INT

Fun

ctio

nal

team

(s)

A2.2.1

Busi

ness

Dev

elop

men

t Pr

ojec

t Te

am M

embe

r

CO

UN

TN

um

ber

of

team

s re

qu

ired

for

pro

ject

A2.2.2

Engi

neer

ing

Team

(s)

Det

ails

Engi

neer

ing

Team

lead

er D

etai

ls

Busi

ness

Dev

elop

men

t Pr

ojec

t Te

am M

embe

r D

etai

ls

Engi

neer

ing

Team

(s)

Engi

neer

ing

Team

lead

erID

EN

TIF

Y &

AP

PO

INT

En

gin

eeri

ng

te

amle

ader

A2.2.4

No.

Eng

inee

ring

Team

s >

1

No.

Eng

inee

ring

Team

s =

1

IDE

NT

IFY

Pri

mar

y E

ng

inee

rin

g

Tea

m f

or

Pro

ject

A2.2.3

Prim

ary

Engi

neer

ing

Te

am D

etai

ls

Prim

ary

Engi

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rtic

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ram

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agem

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labi

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agem

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set

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ram

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agem

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ram

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agem

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Det

ails

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R

CA_C

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Com

mer

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Res

earc

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anni

ng P

roce

ssId

entif

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App

oint

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inee

ring

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(s)

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eade

r

Page 8: RCA PRD Project Planning Process Appoint a Business

IDE

NT

IFY

&A

PP

OIN

TE

ng

inee

rin

g

team

mem

ber

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CH

EC

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g

team

mem

ber

avai

lab

ility

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PO

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gin

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mem

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A2.3.4

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IFY

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ern

ativ

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amm

emb

er

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CH

EC

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ive

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gin

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mem

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lab

ility

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ntia

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inee

ring

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am m

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r

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m

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ram

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agem

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ruite

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R

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Com

mer

cial

Res

earc

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ojec

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anni

ng P

roce

ssId

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inee

ring

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berr

Page 9: RCA PRD Project Planning Process Appoint a Business

CR

EA

TE

SO

W

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CR

EA

TE

Wo

rkb

reak

do

wn

&

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ou

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ater

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ocum

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Page 10: RCA PRD Project Planning Process Appoint a Business

RE

CE

IVE

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llate

d D

ocu

men

ts

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Page 11: RCA PRD Project Planning Process Appoint a Business

CH

AN

GE

Pla

nn

ing A5.3.1

CH

EC

KO

rig

inal

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Page 12: RCA PRD Project Planning Process Appoint a Business

A0

RCA

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_01

RCA

PRD

Res

earc

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ojec

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anni

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A0

RCA

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A1

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am S

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RCA

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RCA

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Appr

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cess

A2

RCA

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A3

RCA

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_11

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Res

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_12

RCA

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Res

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RCA

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_13

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ew

Page 13: RCA PRD Project Planning Process Appoint a Business

Fund

erBi

ddin

g Ap

plic

atio

nTe

am

RCA

SO

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mpl

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oces

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Page 14: RCA PRD Project Planning Process Appoint a Business

Sent

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embe

rs

Engi

neer

ing

Facu

ltyH

ead

Res

earc

hSe

rvic

esTe

am

Mem

ber

Dep

artm

ent

Hea

dTe

chni

cal

Dire

ctor

Subm

itted

Fun

ding

Bid

Doc

umen

ts

Firm

Rej

ectio

n

Prog

ram

M

anag

emen

tTe

am

Prog

ram

M

anag

emen

tTe

am M

embe

rAv

aila

bilit

y

Prog

ram

M

anag

emen

tTe

am M

embe

rSk

illse

t

Prog

ram

Man

agem

ent

Team

Mem

ber

DE

VE

LOP

ING

a b

id f

or

fun

din

g

A1.5

MO

NIT

OR

ING

Pro

ject

Pro

gre

ss

A5

Proj

ect

Cont

inue

s

Fund

ing

Body

Appl

icat

ion

Polic

y /

Acce

ptan

ce C

riter

ia

Proj

ect

Com

plet

ion

A0

RCA

_PRD

_02

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssPr

ojec

t O

veriv

ew

Page 15: RCA PRD Project Planning Process Appoint a Business

Exte

rnal

Busi

ness

(es)

PRD

Bus

ines

s D

evel

opm

ent

Team R

esea

rch

Inte

ntio

ns

Enqu

iry

from

Ex

tern

al

Busi

ness

(es)

RCA

Pro

ject

Wor

kloa

d

RCA

Sc

ope

RCA

Ca

pabi

litie

sD

ocum

ent

Addi

tiona

l Col

abor

atin

g Bu

sine

ss(e

s)

List

of

pote

ntia

l co

labo

ratin

g bu

sine

sses

Cust

omer

En

quiry

So

ftw

are

Budg

et B

reak

dow

nD

EFI

NE

Pro

ject

S

take

ho

lder

s&

Sco

pe

A1.1

PRD

Bu

sine

ssD

evel

opm

ent

Team

St

ruct

ure

PRD

Bu

sine

ss

Dev

elop

men

tTe

amM

embe

r Av

aila

bilit

y

SME

Team

Lea

der

PRD

BD

Te

am M

embe

r

PRD

Bu

sine

ssD

evel

opm

ent

Team

M

embe

rEx

perin

ce /

Sk

illse

t

AP

PO

INT

BD

Tea

mM

emb

er

A1.2

Engi

neer

ing

Team

St

ruct

ure

Engi

neer

ing

Team

Ex

pert

ice

Scop

e

Engi

neer

ing

Team

(s)

Engi

neer

ing

Team

lead

er

SELECT

Engineering

team(s)

A1.3

Engi

neer

ing

Team

Mem

ber

Engi

neer

ing

Team

St

ruct

ure

Engi

neer

ing

Team

M

embe

rSk

illse

t

Engi

neer

ing

Team

Mem

ber

Avai

labi

lity

CR

EA

TIN

Ga

bid

tea

m

A1.4

Elec

tron

ic

Subm

issi

on

Syst

em

Fund

ing

Appl

icat

ion

Form

RCA

G

annt

Tem

plat

e/So

ftw

are

Proj

ect

Fina

ncia

lAp

prai

sal &

Cost

ing

Tool

Out

line

Res

ourc

e Sh

eet

Out

line

Gan

tt C

hart

Cost

ing

Brea

kdow

n

RCA

Pr

oces

sTe

mpl

ate/

Soft

war

e

Addi

tiona

l En

gine

erin

g Te

am M

embe

rs

Engi

neer

ing

Facu

ltyH

ead

Res

earc

hSe

rvic

esTe

am

Mem

ber

Dep

artm

ent

Hea

dPr

inci

pal

Inve

stig

ator

Subm

itted

Fun

ding

Bi

d D

ocum

ents

Firm

Rej

ectio

n

Prog

ram

M

anag

emen

tTe

am

Prog

ram

M

anag

emen

tTe

am M

embe

rAv

aila

bilit

y

Prog

ram

M

anag

emen

tTe

am M

embe

rSk

illse

t

Prog

ram

Man

agem

ent

Team

Mem

ber

DE

VE

LOP

&S

EN

Tb

id f

or

fun

din

g

A1.5

A1

RCA

_PRD

_03

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssBi

ddin

g fo

r pr

ojec

t fu

ndin

g

Page 16: RCA PRD Project Planning Process Appoint a Business

Exte

rnal

Busi

ness

(es)

PRD

Bus

ines

s D

evel

opm

ent

Team

Res

earc

h In

tent

ions

Enqu

iry f

rom

Ext

erna

l Bus

ines

s(es

)O

UT

LIN

EB

id c

on

ten

ts

A1.1.1

IDE

NT

IFY

Wo

rk c

ola

bo

rato

rs

A1.1.2

IDE

NT

IFY

RC

A I

nvo

lvem

ent

in p

roje

ct

A1.1.3

RCA

Pro

ject

Wor

kloa

d

RCA

Sc

ope

RCA

Ca

pabi

litie

sD

ocum

ent

Addi

tiona

l Col

abor

atin

g Bu

sine

ss(e

s)

Cola

bora

ting

Com

pany

Expe

rtic

e

List

of

pote

ntia

l co

labo

ratin

g bu

sine

sses

Cust

omer

En

quiry

Sof

twar

e

Budg

et B

reak

dow

n

A1.1

R

CA_P

RD

_04

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Def

inin

g Pr

ojec

t St

akeh

olde

rs &

Sco

pe

Page 17: RCA PRD Project Planning Process Appoint a Business

IDE

NT

IFY

PR

D B

usi

nes

sD

evel

op

men

tte

amm

emb

er

A1.2.2

CH

EC

KP

RD

BD

Tea

m m

emb

erav

aila

bili

ty

A1.2.3

AP

PO

INT

PR

D B

Dte

amm

emb

er

A1.2.6

IDE

NT

IFY

Alt

ern

ativ

eP

RD

BD

team

mem

ber

A1.2.4

CH

EC

KA

lter

nat

ive

PR

D B

Dte

amm

emb

erav

aila

bili

ty

A1.2.5

Una

vaila

ble

Team

mem

ber

Una

vaila

ble

Team

Mem

ber

Det

ails

Avai

labl

e Te

am

Mem

ber

Det

ails

Avai

labl

e Te

am

Mem

ber

PRD

Bus

ines

s D

evel

opm

ent

Team

Str

uctu

rePR

D B

usin

ess

Dev

elop

men

tTe

am M

embe

r Av

aila

bilit

y

SME

Team

Lea

der

RCA

Pro

ject

Wor

kloa

d

CO

NFI

RM

PR

D B

D

Tea

m m

emb

erS

uit

abili

ty

A1.2.1

PRD

Bus

ines

s D

evel

opm

ent

Team

PRD

BD

Tea

m M

embe

r

Uns

uita

ble

PRD

BD

Team

Mem

ber

PRD

BD

Tea

m M

embe

r

PRD

BD

Tea

m

Mem

ber

Det

ails

Pote

ntia

lPR

D B

D T

eam

Mem

ber

Pote

ntia

l PRD

BD

Te

am M

embe

r D

etai

ls

Avai

labl

ePR

D B

D T

eam

Mem

ber

Avai

labl

e PR

D B

D T

eam

Mem

ber

Det

ails

Una

vaila

ble

PRD

BD

Tea

m M

embe

r

Una

vaila

ble

PRD

BD

Tea

m

M

embe

r D

etai

ls

Pote

ntia

lPR

D B

D T

eam

Mem

ber

Pote

ntia

l PRD

BD

Te

am M

embe

r D

etai

ls

PRD

Bus

ines

s D

evel

opm

ent

Team

Mem

berE

xper

ince

/ S

kills

et

Res

earc

hIn

tent

ions

A1.2

R

CA_P

RD

_05

RCA

PRD

Pro

ject

Pla

nnin

g Pr

oces

s Ap

poin

t a

Busi

ness

Dev

elop

men

t Te

am M

embe

r

Page 18: RCA PRD Project Planning Process Appoint a Business

Engi

neer

ing

Team

Str

uctu

reEn

gine

erin

g Te

am

Expe

rtic

e Sc

ope

IDE

NT

IFY

& A

PP

OIN

TE

ng

inee

rin

gte

am(s

)

A1.3.1

CO

UN

TN

um

ber

of

team

s re

qu

ired

for

pro

ject

A1.3.2

Func

tiona

l Tea

m(s

) D

etai

ls

Engi

neer

ingl

Tea

m le

ader

Det

ails

Func

tiona

l Tea

m(s

)

Engi

neer

ingl

Tea

m le

ader

IDE

NT

IFY

&A

PP

OIN

TE

ng

inee

rin

gte

amle

ader

A1.3.4

No.

Fun

ctio

nal T

eam

s >

1

No.

Fun

ctio

nal T

eam

s =

1

IDE

NT

IFY

Pri

mar

yE

ng

inee

rin

gT

eam

fo

rP

roje

ct

A1.3.3

Prim

ary

Func

tiona

l Te

am D

etai

ls

Prim

ary

Func

tiona

l Te

am

RCA

Pro

ject

Wor

kloa

d

Res

earc

hIn

tent

ions

PRD

BD

Tea

m M

embe

r

RCA

PRD

Pro

ject

Pla

nnin

g Pr

oces

s En

gine

erin

g Te

am S

elec

tion

A1.3

R

CA_P

RD

_06

Page 19: RCA PRD Project Planning Process Appoint a Business

IDE

NT

IFY

&A

PP

OIN

TE

ng

inee

rin

gte

amm

emb

er

A1.4.1

CH

EC

KE

ng

inee

rin

gte

amm

emb

erav

aila

bili

ty

A1.4.2

AP

PO

INT

En

gin

eeri

ng

team

mem

ber

A1.4.5

IDE

NT

IFY

Alt

ern

ativ

eE

ng

inee

rin

gte

amm

emb

er

A1.4.3

CH

EC

KA

lter

nat

ive

En

gin

eeri

ng

team

mem

ber

avai

lab

ility

A1.4.4

Pote

ntia

l Fun

ctio

nal

Team

mem

ber

Una

vaila

ble

Team

Mem

ber

Det

ails

Una

vaila

ble

Team

mem

ber

Avai

labl

e Te

am M

embe

r D

etai

ls

Engi

neer

ing

Team

Mem

ber

Avai

labl

e Te

am M

embe

r

Una

vaila

ble

Team

Mem

ber

Pote

ntia

l Eng

inee

ring

Team

mem

ber

Nam

e

Pote

ntia

l Eng

inee

ring

Team

mem

ber

Una

vaila

ble

Team

Mem

ber

Det

ails

Avai

labl

e Te

am M

embe

r D

etai

ls

Avai

labl

e Te

am M

embe

r

Engi

neer

ing

Team

Str

uctu

reEn

gine

erin

g Te

am

Mem

ber

Skill

set

Engi

neer

ing

Team

Mem

ber

Avai

labi

lity

Engi

neer

ing

Team

lead

er

Engi

neer

ing

Team

M

embe

r D

etai

ls

RCA

Pr

ojec

t W

orkl

oad

Res

earc

hIn

tent

ions

Engi

neer

ing

Team

(s)

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Crea

ting

a Bi

d Te

am

A1.4

R

CA_P

RD

_07

Page 20: RCA PRD Project Planning Process Appoint a Business

Elec

tron

ic

Subm

issi

on

Syst

em

COMPLETE

Application

Forms

A1.5.3

Engi

neer

ing

Team

Mem

ber

PRD

Bus

ines

s D

evel

opm

ent

Team

Mem

ber

Fund

ing

Appl

icat

ion

Form

RCA

G

annt

Tem

plat

e/So

ftw

are

Proj

ect

Fina

ncia

lAp

prai

sal &

Cost

ing

Tool

Out

line

Res

ourc

e Sh

eet

Out

line

Gan

tt C

hart

Com

plet

ed

Appl

icat

ion

Form

s

Out

line

Cost

ing

Brea

kdow

n

RCA

Pr

oces

sTe

mpl

ate/

Soft

war

e

RCA

Pr

ojec

tW

orkl

oad

Res

earc

hIn

tent

ions

Addi

tiona

l Eng

inee

ring

Team

Mem

bers

DIS

CU

SS

ION

to c

on

tin

ue

bid

[GO

/No

GO

] A1.5.2

Exte

rnal

Busi

ness

(es)

Budg

etBr

eakd

own

Bid

appl

icat

ion

appr

oval

Bid

appl

icat

ion

reje

ctio

n

SU

BM

ITD

ocu

men

tsfo

r p

re-a

pp

rova

l

A1.5.5

Engi

neer

ing

Facu

ltyH

ead

Res

earc

h Se

rvic

esTe

am M

embe

rD

epar

tmen

tH

ead

Prin

cipa

lIn

vest

igat

or

SU

BM

ITD

ocu

men

tsfo

r d

epar

tmen

tal

app

rova

l

A1.5.6

RSApproval

Executive

Approval

RSRejection

Executive

Rejection

SUBMIT

Funding

Bid

A1.5.7

Subm

itted

Fund

ing

Bid

Doc

umen

ts

PR

OD

UC

EP

roje

ctP

lan

nin

gD

ocu

men

tati

on A1.5.1

SU

BM

ITfo

r T

ech

nic

alD

irec

tor

app

rova

l

A1.5.4

TD Approval

TD Rejection

FirmRejection

AP

PO

INT

Pro

gra

mM

anag

emen

tT

eam

mem

ber

A1.5.1

Prog

ram

Man

agem

ent

Team

Prog

ram

M

anag

emen

tTe

am M

embe

rAv

aila

bilit

y

Prog

ram

M

anag

emen

tTe

am M

embe

rSk

illse

t

Prog

ram

M

anag

emen

tTe

am M

embe

rBudg

et

Brea

kdow

n

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Dev

elop

& S

ubm

it th

e Bi

d

A1.5

R

CA_P

RD

_08

Page 21: RCA PRD Project Planning Process Appoint a Business

PR

OD

UC

EO

utl

ine

Res

ou

rce

Sh

eet

A1.5.1.1

PR

OD

UC

EO

utl

ine

Gan

ttC

har

t

A1.5.1.2

Engi

neer

ing

Team

Mem

ber

PRD

Bus

ines

s D

evel

opm

ent

Team

Mem

ber

RCA

G

annt

Tem

plat

e/So

ftw

are

Proj

ect

Fina

ncia

lAp

prai

sal &

Cost

ing

Tool

Out

line

Res

ourc

e Sh

eet

Out

line

Gan

tt C

hart

PRODUCE

Costing

Breakdown

A1.5.1.3

Out

line

Cost

ing

Brea

kdow

n

RCA

Pr

oces

sTe

mpl

ate/

Soft

war

e

RCA

Pro

ject

Wor

kloa

d

Res

earc

hIn

tent

ions

Addi

tiona

l Eng

inee

ring

Team

Mem

bers

Budg

etBr

eakd

own

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Prod

ucin

g Pr

ojec

t Pl

anni

ng D

ocum

enta

tion

A1.5

.1

RCA

_PRD

_09

Page 22: RCA PRD Project Planning Process Appoint a Business

RE

CE

IVE

Co

llate

d D

ocu

men

ts

A2.1

AP

PR

OV

EC

olla

ted

Do

cum

ents A2.3.1

RE

JEC

TC

olla

ted

Do

cum

ents

A2.4

SE

ND

Ap

pro

val &

Co

llate

d D

ocu

men

tsto

leg

al d

epar

tmen

ts

A2.5

DIS

CU

SS

Co

llate

d D

ocu

men

ts

A2.2

Appr

oval

Conf

irmat

ion

Appr

oved

Fu

ndin

g Bi

d

Dis

cuss

edFu

ndin

g Bi

d

Rej

ecte

d Fu

ndin

g Bi

d

Rec

eive

d Fu

ndin

g Bi

d

Sent

Appr

oval

Rej

ecte

d Fu

ndin

g Bi

dCo

mm

ents

Dis

cuss

edFu

ndin

g Bi

dCo

mm

ents

Firm

rej

ectio

n

Fund

ing

Body

Ap

plic

atio

n Te

amPR

D B

usin

ess

Dev

elop

men

t Te

am M

embe

r

Out

line

Res

ourc

e Sh

eet

Out

line

Gan

tt C

hart

Cost

ing

Brea

kdow

nCo

mpl

eted

Ap

plic

atio

n Fo

rms

Res

earc

h In

tent

ions

Firm

rej

ectio

n fe

edba

ck

AP

PO

INT

Mo

nit

ori

ng

Off

icer

(M

O)

A2.3.1

Fund

ing

Body

Mon

itorin

g O

ffic

er

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Bid

Appr

oval

Pro

cess

A2

RCA

_PRD

_10

Page 23: RCA PRD Project Planning Process Appoint a Business

Out

line

Res

ourc

e Sh

eet

Out

line

Gan

tt

Char

t

Engi

neer

ing

Team

M

embe

r

Res

earc

h In

tent

ions

Prog

ram

M

anag

emen

tTe

am

Mem

ber

RCA

SO

WTe

mpl

ate

RCA

Pr

oces

sSo

ftw

are

RCA

Gan

ntCh

art

Soft

war

e

RCA

Pro

ject

Cost

ing

Soft

war

e

RCA

Eq

uipm

ent

Avai

labi

lity

Log

RCA

Staf

f Av

aila

bilit

ylo

g

PRD

Prog

ram

Man

ager

Engi

neer

ing

Team

Lea

der

Appr

oval

of

Plan

ning

Subm

itted

Appl

icat

ion

Form

Prin

cipa

lIn

vest

igat

orFu

ndin

g Bo

dyM

onito

ring

Off

icer

Colla

ted

Agre

emen

t D

ocum

ents

Appr

oved

Lev

el 2

Pla

nnin

gD

ocum

ents

COMPLETE

Project

Planning

Documentation

A3.2

Uni

vers

ity

Lega

l Tea

mM

embe

r

Uni

vers

ity

Fina

nce

Team

Mem

ber

Res

earc

hSe

rvic

esTe

amM

embe

r

Term

s &

Cond

ition

s

PRD

Bus

ines

s D

evel

opm

ent

Team

Mem

ber

Exte

rnal

Busi

ness

(es)

Colla

ted

Agre

emen

t D

ocum

ents

Prog

ram

Man

agem

ent

Team

Bid

Appr

oval

Out

line

Cost

ing

Brea

kdow

n

PR

OD

UC

E &

AP

PR

OV

EA

gre

emen

tD

ocu

men

ts

A3.1

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Proj

ect

Fina

lisat

ion

Proc

ess

A3

RCA

_PRD

_11

Page 24: RCA PRD Project Planning Process Appoint a Business

PR

OD

UC

E &

AP

PR

OV

EC

on

trac

ts

A3.1.1

Uni

vers

ity

Lega

l Tea

mM

embe

r

Uni

vers

ity

Fina

nce

Team

Mem

ber

Res

earc

hSe

rvic

esTe

amM

embe

r

Term

s &

Cond

ition

s

Appr

oved

Co

llabo

ratio

n Ag

reem

ents

PR

OD

UC

E &

AP

PR

OV

EIP

Ag

reem

ents A3.1.2

PR

OD

UC

E &

AP

PR

OV

EC

olla

bo

rati

on

Ag

reem

ents

A3.1.3

CO

LLA

TE

Ag

reem

ent

Do

cum

ents

A3.1.5

PRD

Bus

ines

s D

evel

opm

ent

Team

Mem

ber

Exte

rnal

Busi

ness

(es)

Appr

oved

IP

Agr

eem

ents

Appr

oved

Co

ntra

cts

Colla

ted

Agre

emen

t D

ocum

ents

Prog

ram

Man

agem

ent

Team

PR

OD

UC

E &

AP

PR

OV

EP

roje

ct C

ost

s &

Bre

akd

ow

no

f Fi

nan

cial

B

urd

ens

by

Sta

keh

old

ers A3.3.4

Bid

Appr

oval

Stak

ehol

der

Proj

ect

Cost

Bre

akdo

wn

Agre

emen

t

Out

line

Cost

ing

Brea

kdow

n

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssCo

ntra

ct P

ross

esin

g &

Fin

alis

atio

n

A3.1

R

CA_P

RD

_12

Page 25: RCA PRD Project Planning Process Appoint a Business

Out

line

Res

ourc

e Sh

eet

Out

line

Gan

tt

Char

t

Engi

neer

ing

Team

Mem

ber

Res

earc

h In

tent

ions

CR

EA

TE

Wo

rk P

acka

ge

(WP

)D

escr

ipti

on

s[L

evel

2 P

lan

] A3.2.1

CR

EA

TE

Wo

rkb

reak

do

wn

[Lev

el 2

Pla

n] A3.2.2

CR

EA

TE

Gan

tt c

har

t&

Res

ou

rce

Sh

eet

[Lev

el 2

Pla

n] A3.2.3

Stat

emen

tof

Wor

k

Wor

k Br

eakd

own

Gan

tt

Char

t

Colla

ted

Agre

emen

tD

ocum

ents

CR

EA

TE

Pro

ject

C

ost

ing

&Fi

nan

cial

Fo

reca

st[L

evel

2 P

lan

] A3.2.4

Prog

ram

M

anag

emen

tTe

am M

embe

r

Proj

ect

Cost

ing

RCA

SO

WTe

mpl

ate

RCA

Pr

oces

sSo

ftw

are

RCA

Gan

ntCh

art

Soft

war

e

RCA

Pro

ject

Cost

ing

Soft

war

e

RCA

Equi

pmen

t Av

aila

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yLo

g

RCA

Sta

ff

Avai

labi

lity

log

CO

LLA

TE

&S

UB

MIT

Leve

l 2 P

lan

nin

gfo

r ap

pro

val A3.2.5

AP

PR

OV

ELe

vel 2

Pla

nn

ing

Do

cum

ents

A3.2.8

RE

JEC

TC

urr

ent

pro

ject

pla

nn

ing

A3.2.7

CH

EC

KB

D L

ead

/ E

ng

Lea

dsa

tisf

ied

wit

h

pro

ject

A3.2.6

Leve

l 2 P

lann

ing

Doc

umen

ts

Colla

ted

Uns

atis

fact

ory

Doc

umen

ts

Rej

ecte

d Le

vel 2

Pla

nnin

g D

ocum

ents

Dis

cuss

edCo

llate

dD

ocum

ents

PRD

Prog

ram

Man

ager

Engi

neer

ing

Team

Lea

der

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oval

of

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ning

Subm

itted

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icat

ion

Form

Qua

rter

ly F

inan

cial

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cast

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ourc

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eet

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vest

igat

orFu

ndin

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dyM

onito

ring

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icer

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ted

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emen

t D

ocum

ents

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oved

Leve

l 2 P

lann

ing

Doc

umen

ts

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ss

Prod

ucin

g Le

vel 2

Pla

nnin

g D

ocum

ents

A3.2

R

CA_P

RD

_13

Page 26: RCA PRD Project Planning Process Appoint a Business

Collated

Agreement

Documents

SU

BM

ITD

ocu

men

tsfo

r fi

nal

Fun

din

gA

pp

rova

l

A4.1

RE

CE

IVE

Co

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men

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AP

PR

OV

EC

olla

ted

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cum

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(Fu

nd

ing

bo

dy)

A4.4

RE

JEC

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olla

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cum

ents

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nd

ing

bo

dy)

A4.5

DIS

CU

SS

Co

llate

d D

ocu

men

ts A4.3

Appr

oval

Conf

irmat

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Appr

oved

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ndin

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d

Dis

cuss

edFu

ndin

g Bi

d

Sent

Com

plet

ed

Fund

ing

Bid

Rej

ecte

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d

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d Fu

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d

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oval

lett

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d Co

mm

ents

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Firm

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ing

Body

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plic

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n Te

amPR

D B

usin

ess

Dev

elop

men

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am M

embe

r

SE

ND

Ap

pro

val

Lett

er(F

un

din

g b

od

y)

A4.6

ST

AR

TP

roje

ct

A4.7

Project

Start

SE

TU

PA

cco

un

ts, e

tc.

A4.7

HA

ND

OV

ER

Pro

ject

Co

ntr

ol

to P

rog

ram

Man

agem

ent

A4.7

Prog

ram

Man

agem

ent

Team

Mem

ber

Res

earc

h Se

rvic

es

Team

Mem

ber

Appr

oved

Col

late

d Pl

anni

ng D

ocum

ents

Proj

ect

Acco

unt

Num

bers

Prog

ram

Man

agem

ent

Proj

ect

Auth

oris

atio

n

Proj

ect

Budg

et

Code

Mon

itorin

gO

ffic

er

RCA

PRD

Res

earc

h Pr

ojec

t Pl

anni

ng P

roce

ssCo

nfirm

ing

Proj

ect

Fund

ing

A4

RCA

_PRD

_13