PROC03 Financial and effort review

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EGI-Engage project: Main page WP1(NA1) WP3(JRA1) WP5(SA1) PMB Deliverables and Milestones Quality Plan Risk Plan Data Plan
Roles and
responsibilities
WP2(NA2) WP4(JRA2) WP6(SA2) AMB Software and services Metrics Project Office Procedures




Title Financial and effort review
Link https://wiki.egi.eu/wiki/PROC03_Financial_and_effort_review
Owner
Quality Manager
Status Approved
Approval date
Related document
N/A


Overview

The procedure has been introduced to better coordinate process of requesting changes in the DoA. 

For Deliverables and Milestones change requests should be sent no later than six months before submission deadline.

Definitions

Please refer to the EGI Glossary for the definitions of the terms used in this procedure.

The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", "SHOULD", "SHOULD NOT", "RECOMMENDED", “MAY", and "OPTIONAL" in this document are to be interpreted as described in RFC 2119.

Requirements

Each request needs to be described as follow:

•    Scope: deliverable/effort/other

•    Motivation

•    For deliverables:

    o    name of deliverable/milestone

    o    type of change: name/timeline/scope

•    Current status in DoA

•    New proposed

Steps

The following table describes

Step#
Responsible Action Prerequisites, if any
1

Anyone
Requester send request to WP leader

2

WP leader
Creates ticket in AMB queue in EGI RT system with prefix [DoA change request] and is writing proposal to WP1 mailing list

3

AMB
Discussion during the next AMB meeting

4

AMB
Proposes action plan to Technical Coordinator (TC)

5

Technical Coordinator (TC) Proposes for approval/rejection or ask for more explanation

6

Administrative & Financial Coordinator (AFC) Validate proposal or ask for more information
7

TC
If change does not require a change in the DoA, TC submit the proposal to PMB for approbation

8

TC
If change requires a change in the DoA, AFC submit the proposal to CB for approbation

9 PMB or CB Approval or rejection
10


Once approved by the appropriate body (PMB or CB)


1
TC
Mail EC Office for approval
approved by CB or PMB

2
Project office (PO) and QM
Submit a formal amendment request to the EC and the QM update related documentation, PO add information in changelog for the amendment
approved by CB

Revision History

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