Allowance Transfer 

Allowance Transfer

Workflow

1.  Review the AT request from the consultant and the amount for fairness 

2.  Check the job file on Dropbox for previous ATs processed

3.  Populate the AT forms and log the AT in the Payment Log

4.  If reimbursable funding is insufficient, may need to do a NIF and Contract Mod

5.  Email the consultant and request a signature for AT (wet-signed AT forms are no longer required)

6.  When the consultant's signed AT is received, Compile AT forms with the fee proposal

7.  Submit to Marj/May for e-signatures (with cc to the PC)

8.  After AT is e-signed, save the file in the job folder on Dropbox and file a hard copy in the job folder

9.  Send the AT form that has both consultant and Facilities Director signatures via email to the consultant for their record (not FDB Form 37)