Funding request to award

Step by step

1. Intake Funding Owner

   Funding Owner opens a case for the right organization and program with a requested amount, owner and due date.

   • Funding Owner opens a case for the right organization and program with a requested amount, owner and due date.
   • Updates Funding cases, Programs

2. Evidence Funding Owner

   Funding Owner attaches the plan and states any restriction before review.

   • Funding Owner attaches the plan and states any restriction before review.
   • Updates Funding cases, Record attachments

3. Submission Funding Owner

   Funding Owner checks the current details and submits the request for a separate decision.

   • Funding Owner checks the current details and submits the request for a separate decision.
   • Updates Funding cases

4. Independent review Funding Reviewer

   Funding Reviewer checks membership, program scope, evidence and the current revision. Approval, rejection or return is recorded with a reason.

   • Funding Reviewer checks membership, program scope, evidence and the current revision. Approval, rejection or return is recorded with a reason.
   • Updates Funding cases, Review decisions, Record attachments
   ApprovalA person approves before the work moves on.

5. Award Finance Operator

   Finance Operator reads the dated award and exact approved amount before planning fund activity.

   • Finance Operator reads the dated award and exact approved amount before planning fund activity.
   • Updates Funding cases, Review decisions

Funding Owner

Prepares the case and evidence.

Funding Reviewer

Makes the independent decision.

Finance Operator

Reads the award before recording later activity.