PELICAN Keys to Quality – GSD

1. PELICAN Keys to Quality – GSD August 4th, 2008

2. Questions: General Questions • Do you need the Certificate ID on the Legal Entity Information (top blue bar) on all screens? 2

3. Questions: STARS Application Management • Do we need to create an enrollment packet at a later point? • What is the preference for sending the Enrollment packet to the user: email or snail mail? • Is all the information required for an enrollment packet available at the time when an application is being created? 3

4. Provider: STARS Application Management Business Rules • In order to generate an enrollment packet, the STARS Enrollment Application status must be complete. Related Requirements 4

5. Provider: STARS Application Management 5

6. Provider: STARS Application Management Screen Mockup Fields Information 6

7. Provider: STARS Application Management…Continued Screen Mockup Fields Information 7

8. Provider: STARS Application Management…Continued Screen Mockup Fields Information 8

9. Provider: Designation Management Business Rules • A provider location must have an open/active provider status in order to go through a renewal/designation process. • No designation visit is required for provider locations that are designated as a STAR 1 level. • A designation record must exist for an ERS Score record to be created. • No ERS score is required for STAR 1 and STAR 2 level. Related Requirements 9

10. Provider: Designation Management Details 10

11. Provider: Designation Management Details Screen Mockup Fields Information 11

12. Provider: Designation Management Details…Continued Screen Mockup Fields Information 12

13. Provider: Designation Management Details…Continued Screen Mockup Fields Information 13

14. Provider: Designation Information History 14

15. Provider: Designation Information History Screen Mockup Fields Information 15

16. Provider: Designation Information History…Continued Screen Mockup Fields Information 16

17. Provider: ERS Score History 17

18. Provider: ERS Score History Screen Mockup Fields Information 18

19. Provider: ERS Score History…Continued Screen Mockup Fields Information 19

20. Questions: STARS Management • Would you like to view any other information in addition to the location name at the top of the page? 20

21. Provider: STARS Management Business Rules • A Designation Management Details record must exist for a STARS Management record to be created. Related Requirements 21

22. Provider: STARS Management 22

23. Provider: STARS Management Screen Mockup Fields Information 23

24. Provider: STARS Management …Continued Screen Mockup Fields Information 24

25. Provider: STARS Management…Continued Screen Mockup Fields Information 25

26. Provider: STARS Management…Continued Screen Mockup Fields Information 26

27. Provider: STARS Financial Awards Request Worksheet Business Rules • The Total Cost column will be auto-calculated by multiplying the “Cost per 1 Item” field and the “Quantity (#)” field. • The “Amount” column on the Financial Awards Request Worksheet Summary page for each grant request will be auto-calculated. The “Amount” column is equal to the sum of the “Total Cost” on the respective “Grant Request Details” page. • The “Total Grant Requested” field is auto-calculated through the sum of all the “Amounts”, “Tax” and “Shipping & Handling” fields. Related Requirements 27

28. Questions: STARS Financial Awards Request Worksheet • Should the calculation for the auto-calculated fields be done in real-time or via a batch job? 28

29. Provider: STARS Financial AwardsWorksheet 29

30. Provider: STARS Financial AwardsWorksheet…Continued 30

31. Provider: STARS Financial AwardsWorksheet…Continued 31

32. Provider: STARS Financial AwardsWorksheet…Continued 32

33. Questions: STARS Grant • Can a Grant Description have multiple Grant Categories and can a Grant Type have multiple Grant Categories? • Should the Grant Summary worklist be sorted based on Grant Description or the Grant Type? • Does a relationship exists between Grant Description and Grant Categories or does the relationship exist between Grant Type and Grant Categories? • How many Revision Amount fields is needed on the Grant Category Summary page? There are three different Revision Amount and Date fields in the current KIDS system. • Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page? 33

34. Provider: STARS Grant Business Rules • The Grant Closed checkbox will be set to yes if the Contract End Date is a past date. • The Unspent Amount is auto-calculated from the difference between Amount Approved and Actual Spent. • Duplicate grant record with the same Grant Description, Contract Date and Grant Type cannot be created. • The Amount Approved for a Grant Type is an addition of all the amount approved for each of the different Grant Categories. • Funds Dispersed must equal all the existing Grant Checks for a Grant Type and Funds Returned must equal all the existing Grant Returned for a Grant Type. 34

35. Provider: STARS Grant Related Requirements 35

36. Provider: STARS Grant Summary 36

37. Provider: STARS Grant Summary Screen Mockup Fields Information 37

38. Provider: STARS Grant Summary …Continued Screen Mockup Fields Information 38

39. Provider: STARS Grant Summary …Continued Screen Mockup Fields Information 39

40. Provider: STARS Grant Category Details 40

41. Provider: STARS Grant Category Details Screen Mockup Fields Information 41

42. Provider: STARS Grant Category Details …Continued Screen Mockup Fields Information 42

43. Provider: STARS Grant Category Summary 43

44. Provider: STARS Grant Summary Screen Mockup Fields Information 44

45. Provider: STARS Grant Summary …Continued Screen Mockup Fields Information 45

46. Questions: STARS Fiscal & Grant Management • Should “OCDEL Total Allocation Amount” calculation be available in real-time or should it be calculated via a batch job? • Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page? • If the Grant Status is still pending, should the user be allowed to enter any information in the Amount Approved field? 46

47. STARS Fiscal & Grant Management Business Rules • At least one Key Region must be selected from the “Yearly Allocations Summary” table for the “Yearly Allocations Summary Details” to be displayed. • The “Pending Grant YTD is the sum of all the “Amount Requested” on the Grant Summary page with a Grant Status of pending. • The Pending Grant YTD, Approved Grant YTD, Funds Returned YTD, Remaining Allocations YTD, Actual Spending YTD, Unspent Funds YTD will be auto-calculated from the “Grant Summary” page. • The Remaining Allocations YTD field will be auto-calculated after the Original OCDEL Allocations field is populated. The Remaining Allocations YTD is calculated by subtracting the Approved Grants YTD from the OCDEL Original Allocations amount. 47

48. STARS Fiscal & Grant Management Related Requirements 48

49. STARS Fiscal & Grant Management: Allocation Summary 49

50. STARS Fiscal & Grant Management: Allocation Details 50