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

The Project Manager fills out the required fields and clicks Submit.

Next Step: Return Funds?

Decisional: Return funds to program?

1. If funds are being returned to the program the next step is Program Manager A Review
2. If funds are not being returned to the program the next step is Program Manager Review B

The Program Manager reviews the process, adds comments if necessary and when finished chooses one of the following actions::

Submit
Next Step: Financial Analyst Adjusts Funding

Revise
Next Step: Initiator Revise and Submit

The Project Manager  reads the comments, reviews process fields and updates as necessary. When finished chooses one of the following actions:

Resubmit
Next Step: Return Funds

Void
Next Step: Finish

The Financial Analyst reads the comments, adjusts the funding and then clicks Submit.

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, reviews the process fields and chooses on of these actions:

Submit
Next Step: CC Project?

Revise
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"

True
Next Step: Project Director Review

False
Next Step: M&U Project?

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

True
 Next Step: M&U Director Review

False
Next Step: OCP Project?

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

True
Next Step: OCP Director Review

False
Next Step: Director of Housing Review

The Project Director reads the comments and review the process fields and clicks Submit.

Next Step: CC Director Review

The CC Director reads the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

The M&U Director reads the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

The OCP Director reads the the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

The Director of Housing reads the the comments and reviews the process fields and clicks Submit.

Next Step: Department Funding?

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

True

Next Step: Financial Analyst Adds Funding

False

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