Attachment A - DCEO-OMEE Loan Application process flow.pdf
PDF 78 KB Posted
- Attached to
- Illinois DCEO Loan System RFP
- Solicitation number
- 25-448DOIT-APP44-B-48137
- Issued by
- Illinois
About this file
The document is a detailed workflow diagram for the Illinois Department of Commerce and Economic Opportunity (DCEO), specifically illustrating the loan application process for the Office of Minority Economic Empowerment (OMEE) across two interconnected phases. Phase 1 outlines the comprehensive loan application review process, starting from initial application submission through Smartsheet, involving multiple departmental reviews including legal, financial, and the Director's office. The workflow includes steps for application intake, information verification, requesting additional documentation like W9 forms, financial review, and ultimately resulting in either application approval or denial.
Phase 2 focuses on the eGrant system process, detailing how OMEE staff navigate the system to locate or register a business applicant. The diagram demonstrates the procedural steps of searching for a business name in the eGrant system, with a decision point for whether the business is already registered or requires a new organization registration. The workflow is color-coded by department (OMEE, Legal, Fiscal, Director's Office) and uses a linear flowchart format to illustrate the sequential steps and decision points in the loan application and processing mechanism.
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Text version
DCEO
Le ga l
O M
EE
Di re ct or ’s O ffi ce
Fi sc al
Fi na nc ia l R ev ie w er (B
T)
Phase 1
Start Loan Application received in Smartsheet form in Automation view
Forward appl for financial review
Legal receives the appl
OMEE prepares to presents appl with legal and financial finding to Director’s office
Automation send email notification to OMEE for new appl.
Legal name get attached to appl.
OMEE team add details of each field from submitted appl.
Application is recveived with the legal name
OMEE
completes review
No
Email applicant with a link for missing info, files etc. using update Request option in grid view
Yes
Change staus to ‘Ready for Legal
Review’
Grid view get updated from email reply
OMEE request applicant for W9
OMEE submits copies of applicant W9 estimation to Fiscal for review
Applicant estimated W9 received
OMME recieves email from Fiscal that W9 established and
TIN assigned
Fiscal coordinates with Comptroller to establish W9 in SAMS and TIN is assigned
OMEE prepares to have legal draft lender agreement
Applicant submits loan appl from OMEE website
New appl row with field information feeds into automated grid view
Additional DCEO fields added in grid view if needed and starts review
BT reviews all financial doc submitted by applicant
Reviews
Approve
Deny
Review stopped
BT updates findings to Legal, DCEO (OMEE)
BT updates received
BT updates received
OMEE receives Director’s approve/deny email
Deny
OMEE inform applicant on appl denial with reason
Approve
Legal receives approval from Fiscal, and starts drafting Lender agreement and sends it to OMEE
OMEE receives lender agreement
OMEE attach lender agreement, budget and sends it to Director’s office
Loan appl along with lender agreement, budgets, approval received from OMEE for sign off.
Approved signed off application goes back to
OMEE
OMM is now ready to transfer approved appl info to eGrant
Based on legal review, financial findings, OMEE recommendations Director sent approve/deny email to
OMEE
Egrants comes here
DCEO
O M
EE
eG ra nt
Phase 2
OMEE opens eGrant from DCEO homepage and lands onto Account Lookup page
OMEE selects Business and search for business name of the loan applicant eGrant search for Business Name
Business name found
‘Register for New Organization’ link appears to register the business
No
Yes
| DCEO� |
| eGrant� |
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