fbso_ifsa_requirements_capital projects_v12
TRANSCRIPT
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Capital Projects Funding Request
System Requirements
12/29/2014
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Document Revision History
Version Revision Summary Author Date
1.0 Initiation Paul Tubinis
Erin Gross
12/29/2014
1.1 Revision of original requirement:
1) Use the OOB Agency list as is. This was the list
we looked at together that has the high level --
Army - Navy etc.
2) Greg wants the building search to be against
ALL buildings not a smaller defined list.
3) Work Order Type should be arranged as it is on
the DD2647
A) Initial
B) Cancelation
C) Change Number
There is no reporting requirement on this Work
Order Type value once picked.
4) Greg wants to change the entire process label
from "FUNDING REQUEST" to "WORK
REQUEST"
5) As previously discussed there is not a
requirement to be able to pick multiple rooms.
Paul Tubinis
Erin Gross
1/14/2015
Contents
1 Project Requirements Overview .......................................................................................... 4
1.1 Background ...................................................................................................................... 4
1.2 Purpose, Scope and Objectives ........................................................................................ 4
1.3 Roles and Responsibilities ............................................................................................... 4
2 Assumptions, Constraints, and Dependencies, .................................................................... 5
2.1 Assumptions ..................................................................................................................... 5
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2.2 Constraints ........................................................................................................................ 5
2.3 Dependencies ................................................................................................................... 5
3 Business Processes ............................................................................................................... 6
4 Functional Capabilities ........................................................................................................ 7
5 Data Elements ...................................................................................................................... 7
6 Non-Functional Requirements ............................................................................................. 9
7 Appendix A DD Form 2647 .............................................................................................. 11
8 Appendix B Funding Request Form .................................................................................. 11
............ 12
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1 Project Requirements Overview
The Project Management Office (PMO) has requested TRIRIGA’s Project Management Module
to support the PMO’s business processes. This Requirements document is focused on the
Funding Request Process only.
1.1 Background
Engineering & Construction Management (ECM) currently uses a manual process for tracking
and reporting their capital projects. A previous effort to develop a TRIRIGA solution was
abandoned upon the consolidation of several TRIRIGA instances. In November, ECM and
FBSO reconvened to discuss a way forward with the development of the capital projects in the
new TRIRIGA environment.
1.2 Purpose, Scope and Objectives
The purpose of this document is to define the requirements for the Funding Request functionality
so that the application can act as a single entry point for all capital projects conducted across the
WHS real estate portfolio.
The objective is to provide ECM with an interface that mimics the fields used in section 1 of the
DD Form 2647.
1.3 Roles and Responsibilities
POC Agency Role
Greg Parker FSD/PCD/PMO PMO Program Manager
Mike Stebbing FSD/EECM/PCD Stakeholder (SME)
Paul Tubinis NET TRIRIGA (SME)
Faizullah Khattak FSD/FFD/FBSO COR
Adetutu Bosede EISTD Application Development Manager
Aaron Foster EITSD IFSA Project Manager
Erin Gross FBSO TRIRIGA Assistant Business Analyst
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2 Assumptions, Constraints, and Dependencies,
2.1 Assumptions
TRIRIGA will be the base application to allow the required functionality to meet the Funding
Request Use Case.
There will only be one TRIRIGA system user for this functionality.
2.2 Constraints
TRIRIGA out of the box functionality does not map directly to all the needs for FSD/PCD/PMO
Funding Request Requirements.
2.3 Dependencies
Long-term is the ability to upload documents using the CAC enabled version.
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3 Business Processes
The PMO receives a request for a capital project from an Agency. The PMO initiates the
process, and works with the agency, to complete the DD Form 2647, Request for Reimbursable
Project Work. Once the 2647 is complete the Funding Request process commences.
ECM reviews the request and determines whether the project fits within the Capital Program. If
so, a Rough Order of Magnitude (ROM) or an Independent Government Estimate (IGE) is
generated and returned to the agency for review. Upon review, and agreement, the PMO initiates
the approval process.
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4 Functional Capabilities
Req# Requirement Comments Priority Date Rvwd
1 To be able to enter a Project
Request based off of Section 1 of
Form DD2647
RELEASE I. See Appendix A #1 1/30/2014
5 Data Elements
See Appendix B for screenshot of user interface.
Data Element Label Type Max
Length
Required? Format Default
Value
Description
Name of Business
Object
Work Request Work Request NOT Funding
Request
General Tab / General
Section
“Name” change to
“Project Name”
Open Field Yes Alpha Numeric
“Request Type” change to “Work
Order Type”
Pull Down Values
Yes Values: A) Initiate
B) Cancelation
C) Change Number
Remove the “Request For”
Field
Radio Button Options
Remove the “Program Funding”
and the “Project or
Operational Funding” Options
associated with the
“Request For” Field
Radio Button
Add a field titled
“Agency Control Number”
Open Field No Alpha Numeric
General Tab / Request
Details Section
“Organization”
change to “Agency”
Pull Down
Values
Yes Values:
Out of the Box Agency high
level values : AF
ARMY
CONST DFAS
DHRA
DIA DISA
DLA
DLSA DMA
DODCC
DODEA DODIG
DTSA HAC
HQMC
JS MDA
NASA
NAVY NGA
NGB
NSA OMC
OSD
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OUSD (P)
PFPA TRMC
USD(P&R)
WHS
Data Element Label Type Max
Length
Required? Format Default
Value
Description
“Building” change
to “Site” Pull Down Values
Yes Values:
Query is to ALL Buildings
“Floor” Pull Down
Values
Values:
will be based upon real property
records
“Room” Pull Down
Values
Values:
will be based upon the selected
‘site’ and ‘floor’
Add a field titled:
“Additional
Location
Information”
Open Field 100 TEXT User will be able to add
additional information
pertaining to the worksite.
General Tab / Service
Request Section
Default Selection Capital
Request
“Capital Request” should
always be the default selection
as all requests will be considered Capital.
General Tab / Details
Section
Remove the
“Program Requested For”
field
Spyglass
search
Remove the
“Program Start Date” field
Blank
Remove the
“Program End Date” field
Blank
Remove the
“Responsible
Organization” field
Spyglass
Search
Remove the
“Customer
Organization” field
Spyglass
Search
Change “Proposed
Start Date” to NOT
REQUIRED
No Calendar Proposed Start is currently
Required, it should be changed
to Not Required.
Change “Proposed End Date” to
REQUIRED
Yes Calendar Proposed End date is currently Not Required, it should be
changed to Required.
Keep the “Describe Your Request”
section
Open Field Text
Box
TEXT Ability to cut and paste in the text box.
Add a field titled:
“Division Control Number”
Open Field No Alpha Numeric
Add a field titled:
“FSD Number”
Open Field No/Yes Alpha Numeric When “Create Project”
transition takes place FSD Number becomes required.
General Tab / Describe
Your Request Section
“Line Item Cost
Estimate” section
label change to “Cost Estimate”
Data Element
Label
Type
Max
Required?
Format
Default
Description
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Length Value
General Tab / Line Item
Cost Estimate Section
Add a field titled:
“ROM”
Open Field
US Currency ($)
Add a field titled:
“IGCE”
Open Field US Currency ($)
General Tab /
Additional Costs Section
Remove/Hide the
“Additional Costs” section
Remove/Hide everything
associated with the “Additional Costs” section.
General Tab / Estimated
Cost and Rating
Summary Section
Remove/Hide the
“Estimated Cost
and Rating Summary” section
Remove/Hide everything
associated with the “Estimated
Cost and Rating Summary” section.
General Tab /
Opportunities Section Remove/Hide the
“Opportunities” section
Remove/Hide everything
associated with the “Opportunities” section.
Funding Tab / General
Section
“Funding Type”
change to
“Funding Sources”
Pull Down
Values
Values:
BMF
Milcon O&M
Other
PRMRF Procurement
RE&FD
Add a field titled: “ORC”
Open Field Alpha Numeric
Notes & Documents Tab
/ Related Documents
Section
Document
Upload
Section will be used for the
client to store the DD form 2647
and other appropriate documents associated with the Funding
Request process
6 Non-Functional Requirements
Greg Parker has user permissions to test the funding request functionality
User needs access rights to allow for data input into Funding Request.
User needs ability to update records for Funding Requests prior to submittal to approval process.
(approval process is not in the release)
Approvals and Signoff
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Digitally signing this document below constitutes my concurrence.
Government Manager Approval (digital signature)
Digitally signing this document below constitutes my concurrence.
Application Development Manager Approval (digital signature)
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7 Appendix A DD Form 2647
8 Appendix B Funding Request Form
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