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

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

• The system determines if this process is for Systems Renewal based on the project manager's response to the question "Requesting Add'l Capital Renewal funds?"
• If it is for Systems Renewal the next step is CC Planner Review
• If it is not for Systems Renewal the next step is Return Funds?

• The CC Planner reviews the process, completes any required fields and chooses one of these actions;
  
  • To CC Planning Manager
  • To PM for Revision

• If To CC Planning Manager is chosen the next step is CC Planning Manager Review.
• If To PM is chosen the next step is Initiator Revise.

The Planning Manager reviews and may edit the process When finished the only option is to send the process back to the CC Planner

The CC Planning Director reviews the request and has the option to Submit if approved or ask the CC Planning Mgr for revisions.

From the CC planner Review step the CC Planner can request that the project manager revise the request. Once revised, the PM can resubmit the request to the CC planner.

• 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 CC Director Review.
• If Revise is chosen the next step is Initiator Revise and Submit.

The CC Director reviews the form and has the option to Submit or Revise.

If Submit is chosen the next step is Financial Analyst Adjusts Funding.

If Revise is chosen the next step is Initiator Revise and Resubmit.

• 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 True-Up Form/Addl, a mail merge step that creates the True-Up form.
• Once the mail merge is completed the process is Code Complete and goes to the Finish step.

• 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 to Submit or Revise.
• If Submit is chosen the next step is CC Project?
• If Revise is chosen the next step is PM Reviews Com Initiator Revise and Resubmit

• This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Capital Renewal"
• If True the next step is Project Director Review
• If False the next step is M&U Project?

• This is a decision step. e-Builder evaluates the Project Type to determine if the value is "Utilities".
• If True the next step is M&U Director Review
• If False the next step is OCP Project?

• This step is a decision step. e-Builder evaluates the Project Type to determine if the value is "OCP"
• If True the next step is OCP Director Review
• If False the next step is Director of Housing Review

• The Projects Director reads the comments and review the process fields and has the option to Submit or Revise.
• If Submit is chosen the next step is CC Director Review
• If Revise is chosen the next step is Initiator Revise and Resubmit

• The M&U Director reads the comments and reviews the process fields and clicks Submit.
• The next step is Department Funding?

• The OCP Director reads the the comments and reviews the process fields and clicks Submit.
• The next step is Department Funding?

• The Director of Housing reads the the comments and reviews the process fields and clicks Submit.
• The next step is Department Funding?

• This is a decision step. e-Builder evaluates the value of the Department Funding field.
• If Yes the next step is Governance Review_2
• If False the next step is DoF Contingency?

• Governance Review reads the comments and reviews the process fields and clicks Approve.
• The next step is True Up Form / Addi

• This is a decision step. e-Builder evaluates the value of the Funding Source field.
• If True the next step is Financial Analyst Adds Funding
• If False the next step is EVPT Contingency?

• This is a decision step. e-Builder evaluates the value of the Funding Source field.
• If True the next step is Deputy EVPT Review
• If False the next step is Governance Review_1

The EVPT Office reads the comments and reviews the process fields and then clicks Submit.
The next step is Financial Analyst Adds Funding

• Governance Review reads the comments and reviews the process fields and clicks Approve.
• The next step is True Up Form / Addi

• Automatic step to generate the true up form document
• The Next Step is Financial Analyst Adds Funding

The financial analyst adds the funding to the project and will compete the required process fields clicks to add funds.
The next step is Finish