SOW Attachment A3 - Enterprise EHBs User Roles and Responsibilities.pdf

Role or Subrole

Acronym Role Responsibilities Associated Role or Subrole

Office

Role AAO Access Authorizing Officer

Access Authorizing Officer (AAO) has the following responsibilities within EHBs:

1. Approve new HRSA EHBs internal user account requests

2. Approve modification requests to HRSA EHBs internal accounts

3. Conduct periodic reviews of HRSA EHBs internal accounts

4. Terminate user's access to HRSA EHBs internal account

5. Run reports and view electronic folders based on privileges

AAO (DGMO) OFAM

AAO (OPR)

AAO (Bureau/ Office)

AAO (DIR)

AAO (DGP)

AAO (OIT)

AAO (BPMS)

AAO (BHCMIS)

AAO (HCOF)

AAO (NTDP)

AAO (OFAM)

AAO (ORHP)

AAO (OHIT)

AAO (HAB)

AAO (ORO)

AAO (DFI)

Role AAO_BR_SPC Access Authorizing Officer (Bureau Specific)

N/A

Role AP Admin Planner The DGP office has taken the responsibility of this role. This role involves:

1. Overseeing the negotiation process

2. Baseline the dates once the negotiation is completed

3. Open a baselined funding opportunity for modification upon request from other crosscut users.

N/A OFAM

Role ADA Application Data Administrator

Application Data Administrator role can electronically manage HRSA applications by making eligible or Ineligible.

N/A OFAM

Role AR Application Reviewer

N/A

Role AA Associate Administrator

Role AUDREV Audit Reviewer Reviews the audit submissions for BPHC grants.

N/A BPHC

Role APO Authorizing Program Official

This role will be played by the Associate Administrator of the bureau or their designee. APO would be responsible for approving the Funding Memo and committing the bureau to the funds.

N/A OFAM

Attachment A3 – Enterprise EHBs User Roles

Attachment A3 – Enterprise EHBs User Roles 1

Role LALPQC BHCMIS (BPHC)

FQHCLA PQC

For BPHC, the Federally Qualified Health Center Look-Alikes (FQHCLA) program. LAL-PQC role is used to perform following responsibilities:

1. Review PO's recommendation for the BSV submission.

2. This role will be also used in CIS for FQHC Look-Alikes.

3. Review and approve "Eligibility/Completeness" checklists in FQHC LA C&E module.

4. Review and approve "Pre- Designation Review" checklists completed by Project Officers (PO) in FQHCLA Pre-Designation module.

N/A OPPD

Role LALPAO BHCMIS (BPHC)

FQHCLA PAO

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-PAO role is used to:

1. Review LAL-PQCD's recommendation for the Designation Memos and included NLDs.

2. Review and approve "Eligibility/Completeness" checklists in FQHC LA C&E module

3. Review and approve "Pre- Designation Review" checklists completed by Project Officers (PO) in FQHCLA Pre-Designation module.

4. This role will be also used in CIS for FQHC Look-Alikes.

N/A OPPD

Role UDSMNG BHCMIS (BPHC) UDS Manager

The UDS Manager will be responsible for all administrative functions related UDS reporting. Following is an example of an administrative function:

1. Approving or disapproving grantee report exemptions requests Individuals with this role will also have access to all UDS specific system reports and the Grants Submission system report.

2. View the HCQR reports submitted by BPHC grantees that received ARRA funds.

N/A BPHC

(OQD)

Attachment A3 – Enterprise EHBs User Roles 2

Role UDSQC BHCMIS (BPHC) UDS QC Reviewer

UDS QC Reviewer has the following responsibilities:

1. Review UDS reports after they have been reviewed by the UDS Reviewer.

In this task, the UDS QC Reviewer follows the same tasks as in the review report submissions task by UDS Reviewer. The QC Reviewer must conduct a review on reports that have been explicitly marked for review.

Additionally, the UDS QC Reviewer can also conduct spot check review on certain reports.

2. Finalization of UDS. In this task, the UDS QC Reviewer has the ability to make minor corrections to grantee data, run audit checks on aggregate reports, prepare aggregate data and finalize the UDS review process.

Individuals with this role will also have access to all UDS specific system reports and the Grants Submission system report.

3. Review and if needed request changes for HCQR reports submitted by BPHC Grantees that received ARRA funds.

N/A BPHC

(OQD)

Role UDSREV BHCMIS (BPHC) UDS Reviewer

UDS Reviewer has the following responsibilities:

1. Review UDS report submissions from grantees. In this task the UDS Reviewer is required to review each table in the report and assign table ratings. The UDS Reviewer can also send the report back to grantee for change request.

2. Review UDS reports after they have been reviewed by the UDS QC Reviewer. In this task, the UDS Reviewer follows the same tasks as in the review report submissions task.

Individuals with this role will also have access to all UDS specific system reports and the Grants Submission system report.

N/A BPHC

(OQD)

Role BPHCDSB BHCMIS (BPHC) Dashboards

BPHC executives and staff that are not involved in the grants approval process are provided access to BPHC Dashboards through privileges assigned to the BPHCDSB role.

N/A BPHC

Attachment A3 – Enterprise EHBs User Roles 3

Role FQHCLAADM BHCMIS (BPHC)

FQHCLA SCOPE

ADMIN

For BPHC, the FQHCLA Scope Administrator creates a CIS request on behalf of Look-Alike (LA) organization and can view the CIS List in LA handbook.

N/A BPHC

Role FTCAAPOD BHCMIS (BPHC)

FTCA APO

Deeming

To Review and Sign-off Deeming memo

BHCMIS (BPHC)

Free Clinics APO Deeming

BPHC

(OQD)

Role FTCACA BHCMIS (BPHC)

FTCA C/A

Reviewer

The first role in the review process of FTCA applications. After June 10, this is becoming the FTCA Completeness and Accuracy review.

• To review the FTCA applications for

H80 grants.

• With the Free Clinics sub role, to review the FTCA applications for free clinics.

BHCMIS (BPHC)

Free Clinics C/A Reviewer

BPHC

(OQD)

Role FTCAPAOD BHCMIS (BPHC)

FTCA PAO

Deeming

Review Deeming Memo BHCMIS (BPHC) Free Clinics PAO Deeming

BPHC

(OQD)

Role FTCAPQCD BHCMIS (BPHC)

FTCA PQC

Deeming

Creates Deeming Memo with applications and reviews coverage period and Performance Improvements

BHCMIS (BPHC)

Free Clinics PQC Deeming

BPHC

(OQD)

Role FTCAPSA BHCMIS (BPHC) FTCA Program Support Analyst

The role "FTCA Program Support Analyst (FTCA PSA)" was introduced as a part of FTCA 1.3.5 release on June 10 2010. This role is used only by FTCA System. The functionality of this role is to monitor and record communications on a specific FTCA application and run FTCA reports that are being reviewed.

BHCMIS (BPHC)

Free Clinics Support Analyst

BPHC

(OQD)

Role FTCAREV BHCMIS (BPHC) FTCA Reviewer

The second role in the review process of the FTCA applications. After June 10, this became the FTCA reviewer role. This role performs the programmatic review of the FTCA applications.

• To perform programmatic review of

FTCA applications.

• With the Free Clinics sub role, to provide programmatic review of FTCA applications for free clinics.

BHCMIS (BPHC)

Free Clinics Reviewer

BPHC

(OQD)

Attachment A3 – Enterprise EHBs User Roles 4

Role LALPO BHCMIS (BPHC)

FQHCLA PO

For BPHC, the Federally Qualified Health Center Look-Alikes (FQHCLA) program. LAL-PO role is used to perform following responsibilities:

1. Review and approve "Eligibility/Completeness" checklists in FQHC LA C&E module.

2. Review and approve "Pre- Designation Review" checklists completed by Project Officers (PO) in FQHCLA Pre-Designation module.

3. Review Baseline Scope Verification (BSV) submitted by FQHC Look-Alikes.

4. This role will be also used in CIS for FQHC Look-Alikes

N/A OPPD

Role LALPQCD BHCMIS (BPHC)

FQHCLA PQC

Designation

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-PQCD role is used to create designation memo, prepare NLDs and add/update Terms & Conditions.

N/A OPPD

Role LALADM BHCMIS (BPHC)

FQHCLA SCOPE

ADMIN

N/A

Role LALAPO BHCMIS (BPHC)

FQHCLA APO

For BPHC, the Federally Qualified Health Center Look-Alike (FQHCLA) program. LAL-APO role is used to review LAL-PAO's recommendation for the Designation Memos and included NLDs.

N/A OPPD

Role PQCFTCA BHCMIS (BPHC)

FTCA PQC

Reviewer

• To Review FTCA Reviewer's recommendation and made a final decision on the application for the H80 grantee.

• With the Free Clinics sub role, to

Review FTCA Reviewer's recommendation and made a final decision on the application for the free clinic.

BHCMIS (BPHC)

Free Clinics PQC Reviewer

BPHC

(OQD)

Role BHPR_USER BPMS (BHPR) BHPr Report Viewer

View various BPMS report hosted in

EHB

N/A BHW

Attachment A3 – Enterprise EHBs User Roles 5

Role BPMH

ADMIN

BPMH (BHW)

Administrator

The BPMH Administrator is responsible for the following

• Create BHW performance reports (annual performance reports, semi-annual performance reports, final performance reports and final reports) in the EHBs

• Update the following information in the performance reports: grantee due date, days from due and PO review due date

• Delete performance reports

• GPRA Administration Setup

N/A BHW

Role BPMS_AN BPMS (BHPR) Analyst

Add/Update GPRA Report comments, and exclude reports from GPRA Report.

N/A BHW

Role BSTAFF Bureau Staff N/A

Role CC Call Center Call Center has the responsibility of providing technical and functional support to end users. Using the handbook, they can manage user accounts and communicate bugs and enhancement requests to HRSA EHB change control board.

N/A OIT

Role CHGMEFIR CHGME Fiscal Intermediary Read Only

An auditor gets this role when they register to the EHBs via WEBFIReview website. This role does not have any specific responsibilities.

N/A

Role CHGMEFIA CHGME Fiscal Intermediary Auditor

CHGMEFIA is an auditor who is responsible for filling out FTE assessment forms and submitting it to the audit administrator for review.

N/A BHW

Role CHGMEFIAA CHGME Fiscal Intermediary Audit Administrator

CHGMEFIAA is responsible for the following:

1) Review and possibly update the FTE assessment forms submitted by

CHGME FIA

2) Forward the FTE assessment forms to HRSA Project officer.

N/A BHW

Role CSS Closeout Support Specialist

This role belongs to HRSA contractors that view the PMS files daily.

N/A N/A

Role CR Core Reviewer The CORE Reviewer has the following responsibilities in GEMS workflow.

Review obligations sent from GEMS into CORE and provide feedback regarding each obligation based on the processing in CORE.CORE Handbook allows the Core Reviewer to perform all the above functions.

N/A OFAM

Attachment A3 – Enterprise EHBs User Roles 6 role COR Contracting Officer's Representative

This individual has the final authority to approve or disapprove the TA Request.

CORTATS

Role DFI QC DFI Quality Controller

Assign the Financial Assessment to the DFI Reviewer. Review the Financial Assessment Document that has been forwarded by the Reviewer. Rate the quality of the review. Publish the Financial Assessment.

N/A DFI

Role DFI Reviewer DFI Reviewer Perform Financial Assessments.

Maintain/update the Financial Assessment Documents regularly.

DFI Audit Reviewer

DFI

DFI FA

Reviewer

DFI SV

Role DFI_DMO DFI Management Official

N/A

Role DGMOP DGMO Planner Users from this role belong to the DGMO (Division of Grants Management Operations) grant office.

They assist in negotiating and inputting relevant dates for award processing.

N/A Grants Office

Role DGPP DGP Planner User from this role belongs to the DGP (Division of Grant Policy) office. They will input the different dates of guidance processing into the crosscut-reporting module.

N/A Grants Office

Role DIR DIR Staff DIR Staff is an internal HRSA role that is primarily responsible for the validation, selection and management of reviewers. DIR staff have access to all the data submitted by reviewer candidates/reviewers and decide based on the selection criteria like training and credential validation results whether the candidate is eligible to serve as a HRSA reviewer.

N/A OFAM

Role DP DIR Planner User from this role belongs to the DIR (Division of Independent Review) office. They will input information like Type of DIR Review, DIR Extraction Date, ORC Meeting Dates.

N/A OFAM

Attachment A3 – Enterprise EHBs User Roles 7

Role DSO DSO Representative

The primary role of Digital Services Operations (DSO) is to process the applications that have been downloaded from Grants.gov and create EHB applications for the Grants.gov application. DSO performs the following functions:

1. Create an EHB application for each Grants.gov application that has been downloaded in to EHB by the Systems-to-System interface between EHB and Grants.gov

2. Create an application in EHB for Paper application submitted by applicants Beginning with Grants.gov release v2.0 in middle of 2009 HRSA has moved towards automation of application creation, data population and submission. With this transition DSO 's primary responsibility has shifted towards correcting grants.gov applications that could not automatically be created by the system. The following functions will now be performed by DSO

3. Correct Application that could not be created due to missing or inconsistent data

4. Resolve resubmission/duplicate applications that cannot be automatically resolved by system

5. Reopen applications that have been marked duplicate by the system or by

DSO

6. Correcting Applications PDF's that are have errors-that have errors --missing required attachments, incorrect file formats, password protected files

7. Review applications that have submitted after the application deadline

N/A OFAM

Role

DSOADMP

DSO Admin Planner

Users from this role oversee and interact with the DSO (Grants Application Center). They will input the date when Program Package gets sent to DSO for each of the funding cycles.

N/A OFAM

Role EM Extension Manager

This role is responsible for extension of deliverable deadlines and is currently used only for UDS deliverables.

N/A OFAM

Role EU External User Grantee N/A N/A

Attachment A3 – Enterprise EHBs User Roles 8

Role Expert Expert N/A

Role FDE Financial Data Entry

The FSR Data Entry (FDE) has the following responsibilities: 1.

Individuals with this role are responsible for processing FSR submitted on paper and entering the FSR information into the HRSA EHBs.

FDE Handbook allows the FSR Data Entry to perform all the above functions.

N/A OFAM

Role FMO Financial Management Official

FMO has the following responsibilities in EHBs:

1. Review the funding memo for the CAN and funding amount.

2. Request change the funding memo from Programs office.

3. Review the award approval list for the CAN and award amount.

4. Disapprove the approval list and request change from the QC.

N/A OFAM

Role General General User General User can:

1) Register for a Course

2) Unregister a course that the user previously registered for

3) Contact the instructor of a session

4) View Study Material

5) View Course Details

6) View Sessions

ALL (HRSA) ALL

(HRSA)

Role GA Grants Administrator

The Grants Administrator (GA) has the following responsibilities in EHBs workflow:

1. Set up CRS-EIN for new, competing continuations and transfer of grants to new organizations.

2. Correct Submitted applications

3. Set up Terms and Conditions

Award Transaction Reviewer

Grants Office

Attachment A3 – Enterprise EHBs User Roles 9

Role GMO Grants Management Officer

The Grants Management Officer (GMO) has the following responsibilities in EHBs workflow:

1. Review and Approve Prior Approval Requests

2. Review and approve EDM submissions

3. Review and approve the Funding Memo

4. Assign applications to Grants Management Specialist (GMS) for preparing NGA.

5. Sign awards.

6. Explicitly release an award.

7. GMO can exercise control over the release after it is processed in GATES.

By default, the award is released as soon as it is processed in GATES

8. In addition, the GMO is responsible for managing the workload and default assignments of GMS. The GMO can also put an award on hold and delete an award. GMO Handbook allows the Grants Management Officer to perform all the above functions.

N/A Grants Office

Role GMS Grants Management Specialist

The Grants Management Specialist (GMS) has the following responsibilities in EHBs workflow:

1. Conduct the business review on the application and to analyze the proposed budget.

2. Review and Approve Prior Approval Requests

3. Review and Approve EDM Submissions

4. Create additional information request for grantee

5. Mark conditions as met

6. Prepare Terms and Conditions for the award.

7. Prepare the Notice of Grant Award (NGA) for an award and send it to the QC for quality review.

Subroles:

C/E Reviewer - Responsible for approving all C&E reviews.

Grants Document Reviewer - Responsible for completing the Grants Administrative Review (GAR) reviews.

Off-Cycle Condition: This sub-role allows the GMS to process the Off-

Completeness Eligibility Reviewer

Grants Office

Grant Document Reviewer

Grants Office

Financial Report

Offcycle Conditions

Attachment A3 – Enterprise EHBs User Roles 10

Cycle Conditions recommended by program office and add them to a NoA.

Role GTA Grants Technical Assistant

N/A

Role HAB Analyst HAB (HAB) Analyst

N/A

Role HCOFANL HCOF (HSB) Analyst

HCOF Analyst has the following responsibilities:

1) Begin reviewing HCOF progress report assigned by Progress Report Reviewer based on a checklist.

2) Send the reviewed report to Progress Report Reviewer for approval.

3) Request change from grantee if HCOF progress report requires grantee changes.

N/A HSB

Role HSVPA HRSA Site Visit Plan Approver

N/A

Role HSVPR HRSA Site Visit Plan Reviewer

N/A

Role WIKI-EHB- Help-Author

Help Author Authoring Help Articles in WIKI and associating them with their corresponding pages in the EHBs

N/A ALL

(HRSA)

Role WIKI-EHB-GIB Help Browser Viewing/Accessing WIKI Help via the EHBs

N/A ALL

(HRSA)

Role WIKI-EHB- Help-RVWR

Help Reviewer Authoring Help Articles in WIKI, approving Help articles for Publishing in WIKI, and associating them with their corresponding pages in the EHBs

N/A ALL

(HRSA)

Role WIKI-EHB-KB- Author

Knowledge Base Author

Authoring Knowledge Base Articles in

WIKI

N/A ALL

(HRSA)

Role LAO Loan Award Officer

The Loan Award Officer (LAO) has the following responsibilities in EHBs workflow:

1. Assign Loans to Loan Award Specialists

2. Create and Expedite Batch Awards

3. Initiate Loan Actions

4. Prepare FMO Approval Lists

5. Sign Awards

6. Review Obligations

7. Review Awards on ETL Hold

8. Review Awards on Release Hold (Send Awards to LAS)

N/A Grants Office

Attachment A3 – Enterprise EHBs User Roles 11

Role LAS Loan Award Specialist

Loan Award Specialist (LAS) users will have the following functionalities:

1. Provide Supplementary FM Reviews

2. Initiate Loan Actions

3. Prepare NLAs

4. Notify Awardees

N/A Grants Office

Role NTDStaff NTDP (BHPR) Nurse Traineeship Database Staff

N/A

Role OFAMDSB OFAM Dashboards

N/A

Role OHIT_AN OHIT (OHIT) Analyst

This user has read-only access to reports in the OHIT systems to view summary report or any individual grantee reports. The user does not have the authority to return or approve reports and cannot edit report data. This is for analysts, possibly outside contractors, who are viewing data for some purpose for example helping some HRSA program analyze the effectiveness of their measures.

N/A OHIT

Role ORHP_AN ORHP (ORHP) Analyst

N/A

Role OROStaff ORO Staff N/A Role OPRStaff OPR Staff Responsible for uploading OPR site visit information/Documents into EHB.

N/A ORO

Role PAO Program Approving Official

This is a supervisory role defined for bureau personnel. PAO within EHBs are responsible for the following:

1. Review and approve "Eligibility/Completeness" checklists

2. Review and approve "Pre-funding Review" checklists completed by Project Officers (PO).

3. Review and approve the Funding Memo

4. Review CIS applications (Health Cluster Program Only)

5. Review Prior Approval Requests

6. Review and approve EDM submissions Division Directors in the bureau may play this role.

Off-Cycle Condition: This sub-role allows the PAO to review and approve Off-Cycle Condition memos approved by the PQC.

Change in Scope

OFAM

Completeness Reviewer

TATS

Offcycle Conditions Funding Memo Pre-Funding

Attachment A3 – Enterprise EHBs User Roles 12

Role PDRANL Program Document Review Analyst

Performs the Technical Review (A&E, NEPA/SHPO) of the FIPV, SBHCC, and NAP applications.

N/A BPHC

Role PGA Program Grants Administrator

N/A

Role PO Project Officer The PO is responsible for:

1. Reviewing Prior Approval Requests

2. Reviewing and Approving EDM submissions

3. Creating additional information requests for grantees

The subroles have the following responsibilities:

CIS: Used to review or approve change in scope request that H80 grantees submit.

Completeness Reviewer: This role allows a user to perform Completeness and Eligibility (C&E) review of a competing application. A user is able to assign C&E reviews to himself or the PQC/PAO can assign these applications to him.

Pre Funding Reviewer: This role allows user to perform Pre-Funding review of competing application. User is able to assign pre-funding reviews to himself or these applications can be assigned to him by PQC/PAO.

Performance Report Reviewer: This sub-role can perform the review of the Annual Operating Report (AOR's) submitted by grantee. Also, can perform the review for the Need Analysis and run the formula for fund allocation.

Progress Report Reviewer: This individual pulls reports from a collection of grantee submitted reports and assigns the reports to the HCOF Analyst for review. The Progress Report Reviewer also approves change requests from the HCOF Analyst.

Program Document Reviewer :

Responsible for completing the

Change In Scope

OFAM

Completeness Reviewer Pre Funding Reviewer Performance Report Reviewer Progress Report Reviewer Program Document Reviewer Formula Administrator

TATS

Offcycle

Attachment A3 – Enterprise EHBs User Roles 13

Technical Application Reviews (TAR) reviews consisting of NEPA/SHPO and A&E reviews.

Formula Administrator: This individual is responsible for setting up the formula parameters and computing the payments. Currently this sub role is used for computing the funding amount for BHW funded programs.

Off-Cycle Condition: This sub-role allows the Project Officer (PO) to create and prepare an Off-Cycle Conditions memo. The user is able to recommend terms and conditions with supporting documentation (source, justification, and attachments)

Role PQC Program Quality Controller

This is a supervisory role defined for bureau personnel. PQC within EHBs are responsible for the following:

1. Review and approve "Eligibility/Completeness" checklists completed by Project Officers (PO).

2. Review and approve "Pre-funding Review" checklists prepared by Project Officers (PO).

3. Review and approve the Funding Memo forwarded by PGA for approval.

4. Review CIS applications (Health Cluster Program Only)

5. Performance Report Reviewer: This sub-role can perform the review of the Annual Operating Report (AOR's) submitted by grantee and that are reviewed by the PO. Also, can perform the review for the Need Analysis.

6. Review Prior Approval Requests

7. Review and approve EDM submissions

Formula Administrator: This individual is responsible for setting up the formula parameters and computing the payments. Currently this sub role is used for computing the funding amount for BHW funded programs.

Off-Cycle Condition: This sub-role allows the PQC to review and approve Off-Cycle Condition memos prepared by Project Officers (PO).

Change in Scope

OFAM

Completeness Reviewer Funding Memo Pre-Funding Reviewer Performance Report Reviewer Formula Administrator

TATS

Offcycle

Attachment A3 – Enterprise EHBs User Roles 14

Role QC Quality Control

QC has the following responsibilities in EHBs:

1. Review the NGA.

2. Edit the NGA if required to meet the quality requirements.

3. Request change from GMS.

4. Add awards to approval list and request approval from FMO.

5. Reassign the FMO award approval task.

N/A Grants Office

Role SA System Administrator

SA has the following responsibilities in EHBs:

1. Manage Access Requests-Creating new accounts and modify existing user accounts.

2. Manage user accounts and permissions.

3. Add and maintain data such as funding cycles, programs.

N/A OIT

Role SCPAD Scope Administrator

For BPHC, the Section 330 Scope Administrator creates a CIS request on behalf of grantee and can view the CIS List in grantee's handbook.

N/A BPHC

Role Administrator Training Administrator

Any user with "Training Administrator" role can perform the following actions:

1) Create a Course

2) Publish a course

3) Create a Session

4) Publish a Session

5) Update a Course

6) Update a Session

7) View Action History for Course

8) View Action History for Session

9) View/Update Roster

10) View Expectations for a Session

11) Cancel a Session

12) Inactivate a Course

N/A ALL

(HRSA)

Role Instructor Training Instructor

Any user with "Training Instructor" role can perform the following actions:

1) Update a Course

2) Add a New Session

3) Update a Session

4) View Action History for Course

5) View Action History for Session

6) Publish a course

7) Publish a session

8) View/Update Roster

9) View Expectations for a Session

10) Cancel a Session

N/A ALL

(HRSA)

Attachment A3 – Enterprise EHBs User Roles 15

Role IA Issue Assignee N/A Role IC Issue Creator N/A Role PS Planning Staff This role is responsible for creating the funding cycles.

NCC Renewal OFAM

Role PSS Planning Staff Supervisor

This role is responsible for reviewing the funding cycles for their bureau before the funding cycles go to DGP.

N/A OFAM

Role PA Planning Administrator

The users with this role are within the DGP and responsible for reviewing and publishing the funding cycles.

N/A OFAM

Role BHCMIS Admin

BHCMIS (BPHC)

Administrative Staff

The subrole has the following responsibilities:

Site Visit Admin: This roles allows users to perform the following administrative actions on a site visit record:

a) Create backdated site visits

b) Update dates of existing site visit records

c) Cancel/Delete a site visit

d) Reopen a completed site visit for updates/corrections

Site Visit Admin BPHC

Role BHCMIS-RO BHCMIS (BPHC) Read Only

N/A

Role BU Basic User N/A Role PSVR Program Site Visit

Reviewer Role PT Project Tracking Role RC Reviewer

Candidate Role REV Reviewer Role RO Read Only Role SVP Site Visit

Preparer Role SYS System User Role TAC Technical

Assistance Coordinator

Role TAR Technical Assistance Reviewer

Role VC Validation Contractor

Attachment A3 – Enterprise EHBs User Roles 16