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. Next Step: Return Funds?

Decisional: Return funds to program?

1. True
   1. Status of Process: Unchanged
   2. Next Step: Program Manager Review A
2. False
   1. Status of Process: Unchanged
   2. 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: Unchanged
   2. Next Step: Financial Analyst Adjusts Funding
2. Revise
   1. Status of Process: Unchanged
   2. Add Comments: Yes
   3. Require Comments: Yes
   4. 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: Unchanged
   2. Next Step: Return Funds
2. Void
   1. Status of Process: Void
   2. Add Comments: Yes
   3. Comments Required: Yes
   4. Next Step: Finish

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

Submit

1. Status of Process: Unchanged
2. Next Step: Finish

Automatic Step to generate the True Up form document

1. Mail Merge Template: Default Template

2. Archive Mail Merge: Yes

3. Destination Folder: Documents \ 19 eB Process Documents \ 03.02 Project Budget (Cost)

4. Store in File Field: Budget Document

5. Send to Process Initiator: No

6. Email Format:  HTML

7. Next Step: Finish Step

The Program Manager reads the comments and reviews the process fields and takes one of the below actions:

1. Submit
   1. Status of Process: Unchanged
   2. Next Step: CC Project?
2. Revise
   1. Status of Process: Unchanged
   2. Add Comments: Yes
   3. Require Comments: Yes
   4. 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: Unchanged
   2. Next Step: Project Director Review
2. False
   1. Status of Process: Unchanged
   2. 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: Unchanged
       
   2. Next Step: M&U Director Review
2. False
   1. Status of Process: Unchanged
   2. 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: Unchanged
2. Next Step: OCP Director Review
2. False
   1. Status of Process; Unchanged
   2. 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: Unchanged
2. Data Field Assignments: N/A
3. Next Step: CC Director Review

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

Submit

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

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

Submit

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

The OCP 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 Director of Housing reads the the comments and reviews the process fields and takes the below action:

Submit

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

This is a decisional step. e-Builder evaluates the value of the Department Funding field.

1. True
   1. Status of Process: Unchanged
   2. Next Step: Financial Analyst Adds Funding
2. False
   1. Status of Process: Unchanged
   2. Next Step: DoF Contingency?

This is a decisional step. e-Builder evaluates the value of the Funding Source field.

1. True
   1. Status of Process: Unchanged
   2. Next Step: Financial Analyst Adds Funding
2. Fales
   1. Status of Process: Unchanged
   2. Next Step: EVPT Contingency

This is a decisional step. e-Builder evaluates the value of the Funding Source field.

1. True
   1. Status of Process: Unchanged
   2. Next Step: Deputy EVPT Review
2. False
   1. Status of Process: Unchanged
   2. Next Step: CRSP/R-CRSP Committee Review

The EVPT Office reads the comments and reviews the process fields and takes the following action:

Submit

1. Status of Process: Unchanged
2. Data Field Assignments: N/A
3. Next Step: Financial Analyst Adds Funding

The CRSP Admin reads the comments and reviews the process fields and takes the following action:

Approve

1. Status of Process: Unchanged
2. Next Step: True Up Form / Addi

Automatic step to generate the true up form document

1. Mail Merge Template: Default Template
2. Archive Mail Merge: Yes
3. Destination Folder: Documents \ 19 eB Process Documents \ 03.02 Project Budget (Cost)
4. Store in File Field: Budget Document
5. Send to Process Initiator: No
6. Email Format: HTML
7. Next Step: Financial Analyst Adds Funding

The financial analyst adds the funding to the project and will compete the required process fields and take the below action:

Funds Applied

1. Status of Process: Approved
2. Data Field Assignments: N/A
3. Notify: Process Initiator
4. Next Step: Finish

This is the terminal step for this process.