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Budget Cost Summary (Purchase Order Projects)

The Budget Cost Summary (Purchase Order Projects) is a spreadsheet used to develop the project budget during the design phase of a Purchase Order project.

Refer to Use of the Budget Cost Summary for instructions.

Original Form

Who originates it?:
Lead Designer
Location:
click here
Notes:
This form is available for PDC staff to access in Meridian Forms, and use as a template for a new project.

Final Document Placement

Who is responsible?:
Lead Designer
Location:
Unifier Business Process
Notes:
The Budget Cost Summary is attached when the Contract Request is created in Unifier.

 

Detailed Workflow

During the design phase of a Purchase Order project, the Budget Cost Summary may be used to re-evaluate the project estimate as the design progresses. This budget is created by the Lead Designer.  When bids are received, the final Budget Cost Summary is reviewed by the project team, including the Customer.  The Lead Designer attaches the Budget Cost Summary to the Contract Request in Unifier.