Series Funding Packet

Funding Request Review Workflow

Purpose: Ensure Funding Request is consistent with Series documentation and meets standards for approval.

Ensure Task is in the OPCEN RFS Tracker and comment on tracker to let the team know that the review is beginning.
Upload Funding Request to Portal in the development folder Funding & Contracting Documents.
- Name file: SERIES NAME_FUNDING REQUEST_YEARMONTH.
Review guidance and SOP saved on SIPR portal (SOCSOUTH PSYOP page - In Development - References - Funding Request Review Docs).
Read Funding Request.
Create Comments version.
- Name file: SERIES NAME_FUNDING REQUEST_YEARMONTH_Comments.
Confirm Formatting.
Review and correct Funding Request.
Submit for review:
- OPCEN Leadership.
- Company Leadership.
Leadership will return to the team.

Ensure Task is in the OPCEN RFS Tracker and comment on tracker to let the team know that the review is beginning.
- If the task is not in the RFS Tracker, add it and include the requester’s email and team appropriately.
- When it is on the RFS tracker, assign yourself and change the status of the RFS as you work on it.
Upload Funding Request to Portal in the development folder Funding & Contracting Documents.
- Name file: SERIES NAME_FUNDING REQUEST_YEARMONTH.
Review guidance and SOP saved on SIPR portal (SOCSOUTH PSYOP page - In Development - References - Funding Request Review Docs).
Read Funding Request.
- The document may be divided into Funding Request and Statement of Work (SOW). These can be all in one document or sent separately.
Create Comments version.
- Name file: SERIES NAME_FUNDING REQUEST_YEARMONTH_Comments.
Confirm Formatting.
- Ensure formatting matches the SOP.
- If the SOW was sent separately, combine it with the Funding Request.
Review and correct Funding Request.
- Check Admin data: Note: “MISO VOICE” does not refer to VOICE at SOCSOUTH; it’s in reference to VOICE funding source.
- Technical Exhibit: use a calculator to verify costs. Assess how close the cumulative total cost must be.