University of California, Riverside

Capital Programs Management System



Roles


CPMS Roles Overview

The CPMS uses various roles to facilitate the capital review approval process. An overview of the departmental and organization roles is as follows:

  • Requestor (departmental role): This role may prepare requests and forward them to Departmental Transactors.
  • Transactors (departmental role): This role may prepare requests, review requests initiated by Requestors, and forward requests to Departmental Approvers.
  • Departmental Approver (departmental role): This role is responsible for approving the request and committing departmental funds towards the construction / renovation / remodel project.
  • Organization Approver (college/unit role): This role is responsible for reviewing the request and providing college / unit approval and prioritization.

CPMS Departmental / Organizational Roles

Requestor

Requestors may create or submit for approval CPMS Requests. Requestors are granted authority to use the CPMS system by their department System Access Administrator (SAAs - for a complete list of campus SAAs, please click here). Requestors may also search and perform reports within the system.

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Transactor

Transactors may create or submit for approval CPMS Requests. If there is a Requestor, Departmental Approvers may "return" Requests to Requestors for re-work and re-submittal. Transactors are granted authority to use the CPMS system by their department System Access Administrator (SAAs - for a complete list of campus SAAs, please click here). Transactors may also search and perform reports within the system.

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Departmental Approver

Departmental Approvers receive an automated e-mail when a Request has been submitted for approval. Departmental Approvers may "return" Requests to Transactors for re-work and re-submittal. Departmental Approvers can also create or submit for approval Requests. Departmental Approvers may also approve Requests which are then routed to the Organizational Approver. Departmental Approvers are granted authority to use the CPMS system by their departmental System Access Administrator (SAAs).

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Organizational Approver

CPMS Organizational Approvers provide College/Unit level approval and prioritization for CPMS service Requests (please note that ALL CPMS requests require Organizational Approver approval and prioritization). The Organizational Approver may also return the CPMS Request to the Departmental Approver for re-work and re-submittal. Organizational Approvers are established by UCR's Capital & Physical Planning (specifically, by an Application SAA).

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Capital Planning and Campus Review Roles

Dispatcher

Requests from Departmental Approvers and Organizational Approvers are routed to the Dispatcher for approval and processing. The Dispatcher can do the following when he/she receives a Request:

  • Request Checklist - The Dispatcher has a checklist that must be reviewed before marking a Request as approved.
  • Campus Review - Dispatcher’s may open the Request to various Campus Reviewers
  • Route to Physical Plant as Maintenance Project – If the Capital Request is actually a Physical Plant Maintenance Project, the Dispatcher may route this to Physical Plant which will create a Request for Physical Plant.

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Campus Reviewers

Dispatcher’s may open the Request to various Campus Reviewers. These groups include:

  • Accounting
  • Purchasing
  • Physical Plant
  • Office of Design & Construction
  • Capital & Physical Planning
  • Environmental Health & Safety
  • Computing & Communications
  • Real Estate

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Budget Approver

CPMS Budget Approvers provide additional approval for CPMS service Requests (please note that not all CPMS require Budget Approver review.). The Budget Approver may also return the CPMS Request to the Organizational Approver for re-work and re-submittal. Budget Approvers are established by UCR's Capital & Physical Planning (specifically, by an Application SAA).

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Accounting

When a Dispatcher opens a Request to Accounting, the accounting reviewer may add FAU and BEA/Journal details for the Request. This includes information for the Interim Plant FAU and Final Plant FAU.

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More Information 

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

Department Information

Computing & Communications
Computing & Communications Bldg.

Tel: (951) 827-4741
Fax: (951) 827-4541
E-mail: cpmsfeedback@ucr.edu

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