An applicant can send the endorsement request to the BD on file through the “BD Endorsement” tab in their AccessOCE portal.
Once a request to endorse has been sent to the BD assigned in the project file, the BD can see the application by signing into the AccessOCE portal and clicking on the “Applications Awaiting your Endorsement” icon on the home screen.
When a BD opens the application, they can endorse a project by navigating to the “BD Endorsement” tab.
Once in the “BD Endorsement” tab, BDs must:
- Select the appropriate response from the “BD Endorsement” dropdown menu (mandatory)
- Select the date (if required)
- Enter any required comments (if required)
- Save the change through the “Save & Finish Later” button
- Notify the applicant through the “Notify Applicant” button (if required)