SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4...

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NATIONAL ASSOCIATION FOR STATE COMMUNITY SERVICES PROGRAMS SmartForm Webinar Katy Kujawski, NASCSP Muska Kamran, NASCSP NASCSP | SmartForm Demo 1

Transcript of SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4...

Page 1: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

NATIONAL ASSOCIATION FOR STATE COMMUNITY SERVICES PROGRAMS

SmartForm Webinar

Katy Kujawski, NASCSPMuska Kamran, NASCSP

NASCSP | SmartForm Demo 1

Page 2: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

• Reporting and Submissions

• Process

• SmartForms demo

• Tools and Resources

NASCSP | SmartForm Demo 2

Page 3: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Process - SmartForms

• States have RECEIVED Module 2 SmartForms.• Module 4 will be re-sent asap.• The forms are populated with Eligible Entity

Name, DUNS #, and Module 2 data for each agency.

• Eligible Entities will complete and send the excel SmartForms back to their State Office and states will export each form to an XML file. States will then upload the XML files into OLDC by the submission deadline.

• States will attach Module 3 as a SmartForm.

NASCSP | SmartForm Demo 3

Page 4: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Module 2

NASCSP | SmartForm Demo 4

Page 5: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Module 3

NASCSP | SmartForm Demo 5

Page 6: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Module 4

NASCSP | SmartForm Demo 6

Page 7: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Module 4

NASCSP | SmartForm Demo 7

Page 8: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Process – Database Transfer

• States who have a statewide database can export the XML from their database for upload into OLDC

– States who plan to export to XML directly from their database DO NOT NEED TO USE SMARTFORMS

– You will need to complete a review of the data

NASCSP | SmartForm Demo 8

Page 9: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Modules 2-4 SmartForm Demo

NASCSP | SmartForm Demo 9

Page 10: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Process – Federal Review

• 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

NASCSP | SmartForm Demo 10

Page 11: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Resources

– Want to know learn about definitions of terms in the Annual Report?

• Check out the lexicon

NASCSP | SmartForm Demo 11

Page 12: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Resources

– Want to know what community level work is and how to report in Module 3?

• Review the Instruction Manuals

NASCSP | SmartForm Demo 12

Page 13: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Resources

– Have questions on the state of reporting and SmartForms?

• Check out the AR FAQ

NASCSP | SmartForm Demo 13

Page 14: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

Resources

– Other resources:

• FAQs – Data Analysis, Module 3, General Annual Report Questions

• Crosswalks

• Other Indicators

• Module 3 Review Checklist

• Recorded Webinars

• SmartForm Instructions

NASCSP | SmartForm Demo 14

Page 15: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

NASCSP | SmartForm Demo 15

Page 16: SmartForm Webinar · Process - SmartForms •States have RECEIVED Module 2 SmartForms. •Module 4 will be re-sent asap. •The forms are populated with Eligible Entity Name, DUNS

NASCSP | SmartForm Demo 16

Action Transmittal:2019-01 Submission of FY2018 Annual Report• Released

December 20, 2018

Dear Colleague NoticeCSBG Annual Report –Module 3 Stage Implementation• Released April 6,

2018

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