INFORM PORTAL: FREQUENTLY ASKED QUESTIONS
ABOUT THE INFORM PORTAL
INform is an online workflow platform aided by a core business rules engine (BRE). Its purpose is simple: to make WEDC’s business processes faster, of higher quality and more customer-supportive through online guided tasks, automation of repeatable business activities, and control of interactions between systems and people.
ACCESSING THE PORTAL
Emails may come from any of the following email addresses:
- Inform@wedc.org
- Informsupport@wedc.org
- reporting@wedc.org
- finance@wedc.org
- noreply@wedc.org
USING THE PORTAL
Your organization has control of your team, but WEDC will generally require a set of foundational roles for your project, including one or more of each of the following:
- Principal director
- WEDC is required to have some submissions attested to by a principal officer or director of your organization. These individuals have authority to act for the organization in a legal capacity as well as make decisions about organizational goals, finances and performance. Principal directors are responsible for the work of any project managers/contacts and may be tasked with certifying or otherwise confirming the representations made by others in their organization.
- Project manager/contact
- Your project manager/contact is your organization’s go-to person for questions or issues. Individuals in this role are responsible for overall management of the project, including liaising with WEDC; coordinating and leading financiers or consulting partners; supervising members of the project team; and overseeing project implementation, financial and administrative oversight, reporting, and monitoring and evaluation of the project.
- Legal contact
- Your team’s legal contact (or contacts) is the member (or members) responsible for receipt of and response to all formal legal notices sent by WEDC to your organization.
- Performance reporting contact
- Your team’s performance reporting contact (or contacts) is the member (or members) responsible for the preparation and submission of quarterly, semiannual or annual project reports on organizational performance against contractual requirements.
- Financial contact
- Your team’s financial contact (or contacts) is the member (or members) responsible for the submission of financial information or reporting required by WEDC contracts, such as requests for payment or Schedules of Expenditures, and acting as the first point of contact for financial matters under the project.
- Tax credit contact (where applicable)
- Your team’s tax credit contact (or contacts) is the member (or members) responsible for the preparation and submission of data or documentation required for tax credit awards and liaising with WEDC for the coordination of tax credit verifications. This role is only applicable when your contract is for tax credits.
- Non-disclosure agreement (NDA) contact (where applicable)
- Your team’s NDA contact (or contacts) is the member (or members) responsible for liaising with WEDC when WEDC receives a request under the Wisconsin Open Records Law regarding your organization or its projects or awards. This role is optional, and is only applicable when your organization has a signed NDA with WEDC.
From the dashboard, users who have the correct permissions will see available actions when they right click the task.
If tasks are not completed within required timeframes, they will at first escalate to others on your team with permissions to complete them. However, all tasks will eventually expire, resulting in a review of your contract which could result in corrective action up to and including termination of the contract.
SUBMITTING REPORTS USING THE PORTAL
The portal will be used to submit your Schedule of Expenditures for any award that requires this report, regardless of program/assistance type. The portal is also where you can go to submit your Performance Report for the following programs:
- Brownfields Grant
- Business Opportunity Loan Fund
- Business Expansion and Retention Investment
- Business Development Tax Credit
- Capacity Building Grant
- Community Development Investment Grant
- Economic Development Tax Credits
- Enterprise Zone
- Historic Preservation Tax Credits
- Idle Sites Redevelopment Program
- Jobs Tax Credit
- Qualified New Business Venture Program
- Site Assessment Grants
- Technology Development Fund
- Technology Development Loan
- Technology Venture Fund Loan
TECHNICAL QUESTIONS
Most up-to-date browsers are supported. Officially supported browsers include Chrome, Firefox, Safari, and Microsoft Edge. We recommend you use Google Chrome.
QUESTIONS AND CONTACT INFO
For questions related to performance reporting, please contact our credit and risk financial servicing team at reporting@wedc.org.
For questions related to Schedules of Expenditures, please contact our reporting team at reporting@wedc.org.
For other general questions or specific questions about your project, award or contract, contact your WEDC account manager. If you’re not sure who this is, use our general inquiries page here.