TOP-RSRCE

Trinity Operating Procedures - TOPs

TOP-RSRCE: Resource Review and Allocation

Rev: 12/06/2017

Scope: This procedure covers the determination, request and approval of resource needs, including human resources, capital expenditures and major miscellaneous expenditures.

Procedure:

STEP WHO WHEN INFO TO USE WHAT TO DO

1 All Managers On an ongoing basis Own observations and judgment; suggestions from others; guidelines set forth by management Evaluate the level of resources available to your area of responsibility in terms of human resources and capital equipment as well as floor space and such; determine if the resources allotted to you are appropriate for the responsibilities of your area

2 Any Manager As faced with resources being inappropriate in own area of responsibility Own observations and judgment; guidelines set forth by management; Resource Request Discuss the resource misalignment with your manager; if the issue cannot be immediately resolved, submit a Resource Request to your manager

3 Any Manager Upon receiving a Resource Request from a subordinate manager Resource Request; own observations, knowledge and judgment; guidelines set forth by management Evaluate the Resource Request, discussing it as needed with the submitting manager or others; decide if you concur with the request, concur with a modified version of the request, or disagree with the request; note your determination on the form
If you wish to approve the request (possibly modified), and it is within your authority to do so, notify the submitter and forward the Resource Request to the CFO

If it is not within your authority to approve, or if you disagree with the request, but cannot come to an agreement with the submitting manager to withdraw it, forward the Resource Request to your manager

4 CFO Upon receiving completed Resource Request Resource Request Review Resource Request to verify that it is complete and that it has been processed per this TOP; forward to Directors for consideration; file the form when satisfied

5 Directors Upon receiving Resource Request Resource Request; own knowledge Review Resource Request. When time, financial and any other resources needed have been obtained, approve Resource Request; consult with CFO as needed to determine if new general ledger account should be set up; indicate approval and any other instructions deemed necessary on Resource Request, and forward to CFO

6 CFO Upon receipt of approved Resource Request Resource Request; any other instructions from Directors Notify approval, via email; originator of Resource Request, copying (if any) managers of originator supplying with instructions and appropriate general ledger number; return copy of Resource Request, along with any attachments to originator; file original approved Resource Request

Revision history:

Release Date	Description of Change	Owner	Approver
12/06/2017	Updated to comply with revised Quality Manual and new TOPs format.	Tim Ellis	Todd Sheppard

Documents are controlled only when viewed on-line at trinityforge.com in the original English -- printed copies or translations are not controlled documents.
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STEP	WHO	WHEN	INFO TO USE	WHAT TO DO
1	All Managers	On an ongoing basis	Own observations and judgment; suggestions from others; guidelines set forth by management	Evaluate the level of resources available to your area of responsibility in terms of human resources and capital equipment as well as floor space and such; determine if the resources allotted to you are appropriate for the responsibilities of your area
2	Any Manager	As faced with resources being inappropriate in own area of responsibility	Own observations and judgment; guidelines set forth by management; Resource Request	Discuss the resource misalignment with your manager; if the issue cannot be immediately resolved, submit a Resource Request to your manager
3	Any Manager	Upon receiving a Resource Request from a subordinate manager	Resource Request; own observations, knowledge and judgment; guidelines set forth by management	Evaluate the Resource Request, discussing it as needed with the submitting manager or others; decide if you concur with the request, concur with a modified version of the request, or disagree with the request; note your determination on the form If you wish to approve the request (possibly modified), and it is within your authority to do so, notify the submitter and forward the Resource Request to the CFO If it is not within your authority to approve, or if you disagree with the request, but cannot come to an agreement with the submitting manager to withdraw it, forward the Resource Request to your manager
4	CFO	Upon receiving completed Resource Request	Resource Request	Review Resource Request to verify that it is complete and that it has been processed per this TOP; forward to Directors for consideration; file the form when satisfied
5	Directors	Upon receiving Resource Request	Resource Request; own knowledge	Review Resource Request. When time, financial and any other resources needed have been obtained, approve Resource Request; consult with CFO as needed to determine if new general ledger account should be set up; indicate approval and any other instructions deemed necessary on Resource Request, and forward to CFO
6	CFO	Upon receipt of approved Resource Request	Resource Request; any other instructions from Directors	Notify approval, via email; originator of Resource Request, copying (if any) managers of originator supplying with instructions and appropriate general ledger number; return copy of Resource Request, along with any attachments to originator; file original approved Resource Request