Author: Carl Bennett

Utility Refund
Audit Flow Chart

Case Received

Keely’s responsibility

Case Submitted
Receipt Confirmed To Introducer with prelim response
Preliminary Audit Check List KD
Upload Checklist to CMC KD
Case Passed To Admin Staff or
Parked

Case
Acceptable

Case Not
Acceptable

Back to PAC

Case Passed To Case Administrator For Inputting.
Diary Note Made For Follow Up (automatic)
Case Fully Input By Case Administrator.
RFD Completed and Submitted to Supplier.
Diary Note Made For Follow Up 5 days.

Introducer Emailed Regarding Missing Information.
Case Parked Not chased (introducer email on block 1xm)
Case not managed until returned complete.

RFD Not Received Back.
A Further Request Issued by Case
Administrator and Diarised on CMC

RFD Not Received Back.

RFD Received Back.

Administrator Updates CMC with RFD Information and Passes Back To KD.
KD Create Task for AT to provide quote
Diary Note Made (automatic)

A Tudge to complete usage rates.
A Tudge to approximate quotation and upload result onto CMC for later use.
CMC Updated

Audit

No Refund Due

Audit report and notes completed CB GH KD AT
Refund Due -Case Auditor Progresses Claim and submits forms, updates CMC and diarises.
Copy Bills requested
Refund requirements & Forms Completed.
When Forms Complete, submit to supplier & Diarise for Follow Up.

Chase Up

No Refund Due
Letter to client AT
Diary Note (automatic)

Case Complete

Bill Received

No

Yes

Send To AT For Invoice and Diarise

AT +£10k or -£10k invoice Issued and case closed when paid.
Diary Notes Made