Project Management Professional Development Series

Today's agenda includes updates on capital project approvals, building permit processes, knowledge management system, senior energy engineer intro, and organization overviews. There are general updates on transaction authority and terminology changes. Additionally, a knowledge management system re-design project is underway to enhance user-friendly functionalities. Timeline and recommendations are provided for the re-design project.

• Project Management
• Facilities
• Campus Services
• Knowledge Management
• Energy Engineer

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1. Project Management Professional Development Series September 21, 2023 Facilities and Campus Services Engineering and Project Management

2. TodaysAgenda 1. Capital Project Approvals for Projects under $2 million Andrew Magr 2. New Ithaca Building Division Fee Schedule for 2023=2024 and New Building Permit Application Process Nadine Hachmann 3. Knowledge Management System Update Taylor Thompson 4. Intro for FE s Senior Energy and Sustainability Engineer Erik Eshelman and Jaimee Wilson 5. FM Organization Overview Lisa James 6. EHS Organization Overview Tim Fitzpatrick 7. Facilities Contracts Lead Intro Brenda Frank

3. General Update Updates to Policy 4.2 Transaction Authority (effective September 1st) Now only project >= $2M threshold required to seek CF&PC authorization (FPARs) Removed requirement for projects in the $1M - $2M range, with budget variances greater than $500K or more than 25%, to seek CF&PC authorization. University Policy 4.2 Web Link (page 22-23) Terminology Change: Capital Budget Omission...now Capital Budget Addition. Revised FPAR Process Workflow activated in e-Builder on 9/20/2023 3

4. New Building Permit Application Process

5. Knowledge Management System Project

6. Knowledge Management System Re-Design PM Checklists and Guidance Documents Website Main Goal: Enhance the webpages by incorporating user-friendly functionalities that enable effortless accessibility and seamless exploration. Re-Design Recommendations: Implement collapsible sections to reduce overwhelming information overload Incorporate clear navigation options to toggle between pages Introduce filtering and search functionalities to facilitate document exploration Provide a glossary section to explain acronyms on each page Establish visual connections between processes and checklists for better understanding Timeline: March-May Discovery Phase August-October Implementation Phase Go live early November

7. Intro for FEs Senior Energy and Sustainability Engineer

8. FM Org Review

9. EHS Org Review

10. Facilities Contracts Intro

11. Questions?