Winter 2017 Edition

Back in February, the Fund Section held a mini-leaning event to brainstorm ways to
streamline the reimbursement application intake process. As a result, we developed new
application forms that incorporate many of the required affidavits that document different
applicant types. We also developed a new form that will present the costs requested for
reimbursement, called the Reimbursement Cost Request (RCR). The RCR replaces three
different cost request forms that applicants were previously required to submit. In addition,
we worked with Steve Noel and Herb to modify the software that uploads cost information
into the EFS Tracking Database.
We presented the new process to a select group of Stakeholders in July. We asked two
consultants to help us with alpha testing by submitting two reimbursement applications
using this new format. Based on their feedback, we resolved several minor issues and
updated the RCR accordingly.
In October, we moved on to the beta testing effort and asked the larger consultant
stakeholder group to begin submitting reimbursement applications using the new format.
Thus far, we have had very few problems and have only received positive feedback.
We will be conducting a training session on December 12 to show all of the consultants
how to complete the RCR. By March 2018, we will only accept applications in the new
format.
It has been an exciting year getting this new process in place with much effort by Fund
staff, Steve Noel and Herb.
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