OCEAN Draw Request Quick Reference Guide Starting from the OCEAN homepage: Hover over Grants Hover over Grant Financial Processes to highlight the selection With Grant Financial Processes highlighted, slide the mouse to the right to the next box of action items. TIP: Be sure to keep the Grant Financial Processes highlighted and slide your mouse directly to the right. Hover over and click on Draw Request Search

Draw Request Search From the Draw Request Search page, select the grant from which you want to draw funds. Use any combination of the search options to narrow your results or click the Search button to display all open grants for your community or organization.

Search Results page Click the arrow to expand the grant from which you would like to draw funds. To add a draw request, click the plus sign; a new window will open.

Draw Request There are eight items listed down the left side of the screen. The default starting point is the Draw Request page. Fill in the Contact Person Information for this Draw Request. Click the drop down arrow to reveal and select a project and the activities for that project. Click the Edit Pencil next to the Activity you would like to draw money against (this will reveal the Draw Amount box). Enter the amount you would like to draw Click the Update button Click the Current Program Income Balances item

Draw Request (con’t) 8-10. Enter Program Income Balances (enter “0” if not applicable) Click Submit Click OK to print the summary report

Draw Request (con’t) Printing the Summary Report Click the middle square in the upper right side of the pop-up window to maximize the window Click the disk icon Click PDF and print the form as a PDF

Final Steps: Sign the printed Request for Payment and Status of Funds Request form Mail the form to the address in the Submit To box in the upper left corner of the form OCD will finalize processing your draw upon receipt of this form. Reminder: if necessary, update your organization’s signature card to match the person signing the form

Draw request status descriptions In Process: grantee working on request; not submitted to OCD Submitted: request submitted to OCD electronically, grantee mailing Request for Payment form Received: OCD received Request for Payment form Reviewed: OCD staff reviewed draw request and either submitted for payment or grantee contacted for additional information Pending Payment: request sent to the Office of Budget Management (OBM) for funds to be released (either via check or electronic funds transfer (EFT)) Paid: EFT completed or a check mailed

For more information Please visit the Office of Community Development Technical Assistance website