03.03 Contingency Request/True-Up Form/Additional Funding Request (CR)

The project manager fills out the required fields and takes the following action:

Submit

1. Status of Process: Submitted
2. Causes Field Validation: No
3. Makes data field assignments
4. Next Step: Return Funds?

Decisional: Return funds to program?

1. True
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: Program Manager Review A
2. False
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: Program Manager Review B

The program manager reviews the process and adds comments if necessary. When finished one of the following actions are taken:

1. Submit
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: Yes
   3. Next Step: Financial Analyst Adjusts Funding
2. Revise
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Add Comments: Yes
   4. Require Comments: Yes
   5. Data Field Assignments: N/A
   6. Next Step: Initiator Revise and Submit

The project manager reads the comments, reviews process fields and updates as necessary. When finished takes one of the following actions:

1. Resubmit
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: Yes
   3. Data Field Assignments are made
   4. Next Step: Return Funds
2. Void
   1. Status of Process: Void
   2. Causes Field Validation: No
   3. Add Comments: Yes
   4. Comments Required: Yes
   5. Data Field Assignments: N/A
   6. Next Step: Finish

The Financial Analyst reads the comments, adjusts the funding and then takes the following action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: Yes
3. Data Field Assignments: N/A
4. Next Step: Finish

The program manager reads the comments and reviews the process fields and takes one of the below actions:

1. Submit
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: Yes
   3. Data Field Assignments: N/A
   4. Next Step: CC Project?
2. Revise
   1. Status of Process: Leave Process Unchanged
   2. Causes Field Validation: No
   3. Add Comments: Yes
   4. Require Comments: Yes
   5. Data Field Assignments: N/A
   6. Next Step: PM Reviews Com Initiator Revise and Resubmit

This step is decisional. e-Builder evaluates the Project Type to determine if the value is "Capital Renewal"

1. True
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: Project Director Review
2. False
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: M&U Project?

This step is decisional. e-Builder evaluates the Project Type to determine if the value is "Utilities".

1. True
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: M&U Director Review
2. False
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: OCP Project?

This step is decisional. e-Builder evaluates the Project Type to determine if the value is "OCP"

1. True
   1. Status of Process: Leave Status Unchanged
   2. Causes Field Validation: No
   3. Next Step: OCP Director Review
2. False
   1. Status of Process; Leave Status Unchanged
   2. Causes Field Validation: No
      Next Step: Director of Housing Review

The project director reads the comments and review the process fields and takes the below action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: Yes
3. Data Field Assignments: N/A
4. Next Step: CC Director Review

The CC Director reads the the comments and reviews the process fields and takes the below action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: Yes
3. Data Field Assignments: N/A
4. Next Step: Department Funding?

The M&U Director reads the the comments and reviews the process fields and takes the below action:

Submit

1. Status of Process: Leave Status Unchanged
2. Causes Field Validation: Yes
3. Data Field Assignments: N/A
4. Next Step: Department Funding?