How is the Equity Note included in the existing EDS Workflow?

An Equity Note requirement has been added to the Data Sheet system in EDS. A check box is now available at the top right of the ‘General’ tab in EDS, which includes a direct link to the Equity Note Survey Form.

Once the Equity Note is complete, an email will be sent to the staff member who filled out the survey. Staff will then upload a copy to the ‘Documents’ tab in EDS check the box on the ‘General’ tab attesting to having uploaded the Equity Note to the proposal. Finance staff will be notified to review and approve the note before it progresses to additional approval steps.

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1. Who Completes the Equity Note?
2. Where will the Equity Note be housed?
3. How is the Equity Note included in the existing EDS Workflow?
4. What information is included in the Equity Note?