Figure 17.1: Request Menu with EOFY Accounting Option The Title of the request is automatically generated by ROCIS based on the agency selected. Fiscal Year is determined by ROCIS based on the current FY for the agency selected. Agency: Select the agency that you want to finalize EO 13771 reporting for. Create your request by selecting the Button. ‘Create’ Figure 17.2: EOFY Accounting Submission Request Screen with Create Button If is no existing EOFY Accounting request for the agency selected, the next page you will see is the Accounting Submission’ screen. If an existing EOFY Accounting ‘EOFY package is found, click the Request ID link to view it. If the existing package is in Created or Open for Amendment status, you will be taken to the Allowance Request Data page where you can continue to update the package. If the package is in Received or Closed for Amendment status, you will be presented with a view-only version of the originally submitted package. If the package has already been concluded by OIRA, you will be presented with a view-only version of the concluded package. After the request has been successfully created, the user is transferred to the ‘EOFY Accounting Submission’ screen. The request title, agency code/acronym and date are displayed, as well as the unique EO 13771 Request ID automatically assigned by ROCIS to this particular request. These items may not be changed. Also on this page is a link to the Documents’ portion of the EO 13771 process. ‘Manage Those steps are discussed in the TO Electronically Attach (Upload) Documents’ ‘HOW chapter in this manual. Figure 17.3: EOFY Accounting Submission Screen Agency Contact (required): This should be the individual that the OIRA desk officer can contact with any questions about the EO 13771 request. ROCIS will list others that have been identified as contacts in ROCIS. If the contact’s name appears in the list, simply select
Figure 17.1: Request Menu with EOFY Accounting Option The Title of the request is automatically generated by ROCIS based on the agency selected. Fiscal Year is determined by ROCIS based on the current FY for the agency selected. Agency: Select the agency that you want to finalize EO 13771 reporting for. Create your request by selecting the ‘Create’ Button. Figure 17.2: EOFY Accounting Submission Request Screen with Create Button If is no existing EOFY Accounting request for the agency selected, the next page you will see is the ‘EOFY Accounting Submission’ screen. If an existing EOFY Accounting package is found, click the Request ID link to view it. If the existing package is in Created or Open for Amendment status, you will be taken to the Allowance Request Data page where you can continue to update the package. If the package is in Received or Closed for Amendment status, you will be presented with a view-only version of the originally submitted package. If the package has already been concluded by OIRA, you will be presented with a view-only version of the concluded package. After the request has been successfully created, the user is transferred to the ‘EOFY Accounting Submission’ screen. The request title, agency code/acronym and date are displayed, as well as the unique EO 13771 Request ID automatically assigned by ROCIS to this particular request. These items may not be changed. Also on this page is a link to the ‘Manage Documents’ portion of the EO 13771 process. Those steps are discussed in the ‘HOW TO Electronically Attach (Upload) Documents’ chapter in this manual. Figure 17.3: EOFY Accounting Submission Screen Agency Contact (required): This should be the individual that the OIRA desk officer can contact with any questions about the EO 13771 request. ROCIS will list others that have been identified as contacts in ROCIS. If the contact’s name appears in the list, simply select