OCS AND NASCSP CSBG ANNUAL REPORT UPDATE Friday

OCS AND NASCSP CSBG ANNUAL REPORT UPDATE Friday, January 11, 2019 1: 00 -2: 00 pm ET CSBG Annual Report Webinar 1

Presenters • Katy Kujawski, Research Director, NASCSP • Muska Kamran, Project Manager, NASCSP • Seth Hassett, DCA Director, OCS CSBG Annual Report Webinar 2

Agenda • Timeline • Instruction Manual Crosswalk • Reporting and Submissions – Module 3 – Modules 2 and 4 • OLDC – OLDC Updates – Direct Database Transfer • Annual Report Federal Review Process • Tools and Resources CSBG Annual Report Webinar 3

Where are we now? December 6, 2018: Updated Module 2 and 4 Instruction Manuals released December 21, 2018: Module 3 Smart. Form Released to States January 17, 2019: Testing in OLDC CSBG Annual Report Webinar February 1, 2019: Modules 2 and 4 Smart. Forms released April 30, 2019: States submit the FY 18 CSBG Annual Report in OLDC 4

INSTRUCTION MANUAL AND TOOLS NASCSP | Oregon | Annual Report Training 5

CSBG Annual Report Webinar 6

Instruction Manual Crosswalk – Module 2 CSBG Annual Report Webinar 7

CSBG Annual Report Webinar 8

Instruction Manual Crosswalk – Module 4 CSBG Annual Report Webinar 9

CSBG Annual Report Webinar 10

CSBG Annual Report Lexicon CSBG Annual Report Webinar 11

REPORTING AND SUBMISSIONS – MODULE 3 NASCSP | Oregon | Annual Report Training 12

Module 3 Stage Implementation • Dear Colleague released April 6, 2018 • Stage 1 – Submitted by April 30, 2019 • Complete Submission • Partial Submission – Review – Technical Assistance • Stage 2 FY 2019 Data – Submitted by March 31, 2020 • Complete Submissions Only CSBG Annual Report Webinar 13

Module 3 Smart. Forms • Sent to all State Offices on December 21, 2018. – Contact Katy if you have not received Smart. Forms for each agency in your state. • One Smart. Form for each agency was sent, along with instructions. • Please forward the instructions on using the form to the agencies. • Agencies should submit one initiative per Smart. Form. CSBG Annual Report Webinar 14

Module 3 Smart. Forms • Please use the requested naming convention when submitting the Smart. Forms. FY 18_[State]_M 3_[Agency Name]_[Agency DUNS]_FULL_1 of 2 FY 18_[State]_M 3_[Agency Name]_[Agency DUNS]_PARTIAL_2 of 2 CSBG Annual Report Webinar 15

Module 3 Smart. Forms • Demonstrate using the Smart. Form CSBG Annual Report Webinar 16

Module 3 Smart. Forms • States who have a statewide system that already has Module 3 built into it can use an XML to populate the Smart. Form. • Contact Katy if you need the XML. CSBG Annual Report Webinar 17

Module 3 OLDC For this year’s submission – Module 3 Smart. Forms will be submitted as an attachment CSBG Annual Report Webinar 18

REPORTING AND SUBMISSIONS – MODULE 2 AND 4 NASCSP | Oregon | Annual Report Training 19

What will Smart. Forms cost? • Smart. Forms will be available to all States and agencies for FREE CSBG Annual Report Webinar 20

What is the process for obtaining Smart. Forms • The Module 2 and 4 Smart. Form will be sent to State Offices in the same way as Module 3. • Module 2 and 4 Smart. Forms will be released following testing in OLDC. • The anticipated release date is February 1. CSBG Annual Report Webinar 21

Process - Smart. Forms • States will receive pre-populated (Eligible Entity Name, DUNS #, and Module 2 data) for each agency. • Eligible Entities will complete and send forms back to their State Office and states will “upload” forms into OLDC by the submission deadline. CSBG Annual Report Webinar 22

Smart. Forms – Module 2 FY 18 Data Entry FY 17 Data Comparison CSBG Annual Report Webinar 23

Smart. Forms – Module 4 CSBG Annual Report Webinar 24

Smart. Forms – Module 4 CSBG Annual Report Webinar 25

OLDC – Module 2 – Section A CSBG Annual Report Webinar 26

OLDC – Module 2 – Section B CSBG Annual Report Webinar 27

OLDC – Module 2 – Section C CSBG Annual Report Webinar 28

OLDC NASCSP | Oregon | Annual Report Training 29

OLDC UPDATES • Module 1 is Available • Module 2 – 4 Are Built – Opens February 1 – Testing begins January 17 CSBG Annual Report Webinar 30

Process – XML • Smart. Forms will be exported to an XML. • The XML will be uploaded by State Offices into OLDC. • States who have a statewide database can export the XML for upload into OLDC. CSBG Annual Report Webinar 31

ANNUAL REPORT FEDERAL REVIEW PROCESS CSBG Annual Report Webinar 32

Submissions in OLDC Module 1 opens December 1 Module 2 – 4 opens February 1 Full Annual Report due April 30 CSBG Annual Report Webinar 33

Process – Review: Federal Review Process • Starting May 1, 2019 – feedback will be sent to states within 60 days • Joint review will be sent for the CSBG Annual Report from your OCS program Specialist – OCS and NASCSP will coordinate • More details will be forthcoming as part of the continuous improvement efforts CSBG Annual Report Webinar 34

Tools and Resources CSBG Annual Report Webinar 35

Keep an eye out for: • Data Dictionary for developers/IT staff • Toolkit for developing an RFP for technology procurement • Smart. Forms for Modules 2 and 4 • XML Schema • Suggested “Other” NPIs • New FAQs CSBG Annual Report Webinar 36

CSBG Annual Report Webinar 37

CSBG Annual Report Webinar 38

Questions? CSBG Annual Report Webinar 39