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Service Request Return Memo

A Service Request Return Memo is created when a Service Request will be returned at the customer's request, without a Preliminary Cost Assessment or any other service being provided.

Original Form

Who originates it?:
Estimator
Location:
click here
Notes:
This form is available for PDC Staff to access in Meridian Forms, and use as a template.

Final Document Placement

Who is responsible?:
PDC Administrative Support
Location:
Unifier Business Process
Notes:
This memo is attached to the Project Initiation process in Unifier.

 

Detailed Workflow

When a Service Request is received from a Campus department, requesting a projected cost for new construction, renovations, or any other work affecting a physical entity or utility on Campus, the Estimate phase is initiated.  If, for whatever reason, the Campus department decides they do not want to proceed with the project and do not need a Projected Cost Assessment, the Estimator fills out the Service Request Return Memo.  The memo goes through a review process by the Senior Estimator and Director of PDC, and is sent to the Customer by PDC Administrative Support.