Viewable by the world


Project initiation consists of the processes that facilitate the formal authorization to start a new project or project phase. The project initiation processes and deliverables may include:

  • Pre-Project Planning
  • Project Origination
  • Preliminary Review and Assignment
  • Preliminary Project Scoping and Estimating
  • Project Scope of Work
  • Project Estimate
  • Project Schedule (preliminary)
  • Construction Directive Authorization (as applicable)
  • Risk Registry (as applicable)
  • Project Initiation Form / Project Planning Guide (PPG)
  • Assignment of Responsible Individual (RI) and Authorizing Individual (AI)

Large projects typically proceed in the following phases: Pre-project Planning, Conceptual Design, Preliminary Design, Final Design, Construction, and Project Closeout. Small projects often have scoping and estimating, design, construction, and closeout phases. It may be necessary to initiate a project multiple times due to changes in funding sources or due to the timing of authorizations required to proceed with the project.


2.1 PRE-PROJECT PLANNING

2.2 INITIATION

2.3 INITIAL DESIGN STUDIES

2.4 ALTERNATIVES ANALYSIS

2.5 MISSION NEED STATEMENT (MNS)

2.6 ASSESSMENTS

2.7 CRITICAL DECISION-0 (CD-0): APPROVE MISSION NEED

2.8 PROJECT ORIGINATION

2.9 PRELIMINARY REVIEW AND ASSIGNMENT

2.10 PRELIMINARY PROJECT SCOPING & ESTIMATING

2.11 PROJECT SCOPE OF WORK

2.12 REVIEW AND APPROVAL

2.13 NEPA/CEQA REVIEW

2.14 EHS AUTHORIZATIONS

2.15 FACILITIES OPERATIONS

2.16 INFORMATION TECHNOLOGY

2.17 PROJECT INITIATION FOLDER

2.18 TEAM ASSIGNMENTS

2.19 PROJECT ESTIMATE

2.20 PROJECT SCHEDULE (PRELIMINARY)

2.21 CONSTRUCTION DIRECTIVE AUTHORIZATION

2.22 RISK REGISTRY

2.23 PROJECT INITIATION FORM (PIF)/PROJECT PLANNING GUIDE (PPG)