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

• The Project Manager fills out the required fields and clicks Submit.
• The next step is Return Funds?

• Return funds is a decision step.
• If funds are being returned to the program the next step is Program Manager Review A
• 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 to Submit or to Revise.
• If Submit is chosen the next step is Financial Analyst Adjusts Funding
• If Revise is chosen the next step is Initiator Revise and Submit.

• The Project Manager reads the comments, reviews process fields and updates as necessary and when finished chooses to Resubmit or to Void.
• Resubmit is chosen the next step is Return Funds
• If Void is chosen the next step is Finish

• The Financial Analyst reads the comments, adjusts the funding and then clicks Submit.
• The next step is Finish

• Automatic Step to generate the True Up form document
• The next step is Finish

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