ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 Instructions for Web-Based Application for Funding Pilot State Fiscal Year 2016 Community Mental Health & Addiction Services Alcohol, Drug Addiction and Mental Health Services Board For Montgomery County Page 1 of 7 ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 For the FY’16 Application for Funding, ADAMHS has developed a set of web pages to facilitate the applications. These pages and data will lay the groundwork for future applications, streamlining the process and assuring accurate contract information. WEBSITE The Application for Funding web site address is aff.mcadamhs.org; the prefix “www.“ is not needed before the web site address. We recommend that you create a bookmark in your browser to make getting to the web site easier the next time you wish to use the Application for Funding web site application. BROWSER The preferred browser is Internet Explorer Version 10 or higher. We cannot guarantee successful deployment with other browsers and do not have the means to support them. Internet Explorer is a free application and can be downloaded from the internet at http://windows.microsoft.com/en-us/internet-explorer/download-ie. A HANDY TIP One tip for you is to use Ctrl- or Ctrl+ to make the screen bigger or smaller as you wish. USERNAMES AND PASSWORDS All users have a username and password assigned to them. If you do not have a username or password and need one, email Malinda Chaney mchaney@mcadamhs.org with a request. This email should detail your agency name, UPI and preferred password. (The “Register” button on the website is for future use.) Only one designated user per agency will have the ability to mark the application as final and submitted. Email Malinda with that designated person’s name and username. WEBSITE HAS A “TIME OUT” After you log in, if there is no activity noted for your session for several minutes you will automatically be logged out. Any work in progress that was not saved will be lost when the automatic log out occurs. Be sure to save you work often to prevent the loss of data that will occur when this security feature is activated. Page 2 of 7 ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 TO DO LIST Each of the items on the To-Do List are clickable on “Select” on the left hand side. This brings up a new window with a few or many questions to be answered and files to be uploaded for the application. Specific instructions to each section are below. FILE UPLOADS File naming is not standardized but it will help you if you put in the file name the following three elements. First is your UPI, Second is the purpose of the file and last but not least is the creation date of the file. An example for the Board of Directors file name: 1399BdDirectors_C20150204.pdf. If you upload more than one file on a page with the same name, the first file will be overwritten, so file naming is important. To upload a document, click the "Browse" button to select the document you wish to upload, and then click the "Upload" button to upload the document. You will see confirmation of a successful upload above that box. TEXT DATA All fill in the blanks and “yes, no” choices are text data. For Text Data input, it is important to know that data is not saved until you click the “Save Text” button and there are no errors on the page. So if you fill in a blank, leave the page and come back, the data will not be saved. Text Data error messages: When you click “Save Text Data” and all data have been saved, you will see a message at the top “Your data has been saved”. IF YOU DON’T SEE THAT MESSAGE, THE DATA HAVE NOT BEEN SAVED. If you don’t see that message, scroll down through the page to find the error message in red. COMPLETTING SECTIONS – MARKING SECTIONS “COMPLETE” When all of the text data has been updated, and all of the required documents have been uploaded, click "Mark To-Do List Item Complete" to change the status of the ToDo list item on the Home Page. If all required text fields have been saved and all uploads completed, this will change the status of that section on the Home Page. FINALIZING AND SUBMITTING THE APPLICATION There is a button on the HOME page called “Submit”. All sections must be marked “Complete” in order for this button to be activated. This may be clicked to finalize the application online and alert the Board staff that this is submitted. No changes may be made after this is clicked without Board staff intervention. As stated before, only one user from each agency will have permissions to click “Submit”. Page 3 of 7 ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 ADAMHS SUPPORT Identification Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 Insurance Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 Licensure/Certification Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 QI/QA Su-Ann Newport snewport@mcadamhs.org x114 Service Plan Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 Program Narrative Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 Budget Rita Pinti rpinti@mcadamhs.org x 118 Allocations Rita Pinti rpinti@mcadamhs.org x 118 Facility Schedule Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 Agency Assurances Jayne Jones-Smith or Jewell Good jjsmith@mcadamhs.org x 107 jgood@mcadamhs.org x131 WebSite Technical John DeFluri jdefluri@mcadamhs.org x 116 Page 4 of 7 ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 When you log on, this is the Home Screen. Once you log in successfully, you will see this screen that is customized to your agency. Page 5 of 7 ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 Section: Identification Page All elements are required except the following (unless applicable) to mark this section complete: If not a private, not-for-profit corporation, explain the legal status of your application. For Board Chairperson, required fields are name and email address. Reduction of Funding: If yes, please provide details including corrective actions taken and the effectiveness of those actions. Your response is limited to 8,000 characters. Research: If yes, please explain. Your response is limited to 8,000 characters. Section: Insurance Page All Elements are required. Section: License Certification Page Please consolidate all licenses and certifications for your agency into one PDF file to upload. All elements are required except the following (unless applicable) to mark this section complete: Accreditation in jeopardy: If yes, then provide a narrative explanation. Your response is limited to 8,000 characters. Uploading of document for: Identify, over the past two years, any actions against your organization through OMHAS or any other licensing body that included: a corrective action plan; a temporary license; or a revocation. For the past 10 years list outcome of any action that resulted in a revocation. Section: QI/QA Page All elements are required. Section: Service Plan Page One upload required. Section: Program Narrative Page One upload required. Section: Budget Page The Budget Page is based on the old “047”. It is used to determine the cost per unit of service. It is preloaded with your latest data from FY ’15. It will only show the services for which you completed data. Not all the services will appear like they did in the old spreadsheet. Also, not all columns from the old form are shown here as they are not Page 6 of 7 ADAMHS Board for Montgomery County Web-Based Application for Funding FY ’16 necessary for our purposes. The preloaded data is for informational purposes only to be used as a reference. The FY ’16 data does not have to be the same. Functionality available to you on this page: You may add services. To do this, first check to make sure the service you want to add is not already on the grid. If it is not, you may choose the service from the drop down box and complete the data boxes. Then click “Add”. You may delete services. Click on the “Delete” link at the left hand side of the row you wish to delete. You may edit the data fields associated with a service. Click “Edit”, change the data fields, then click “Update” After you have checked the figures and are satisfied with the entries, click “Mark To-Do List Item Complete” button at the top of the page. If you choose to go “Home” before clicking that button, your data will be saved. You may go back at any time. Section: Allocation Page The Allocation Page is based on the old “040” and is used to indicate with funds will be used for each service provided. It is preloaded with your funding streams listed on your latest FY’15 040. The dollar amounts associated with the funding stream cells have not been preloaded, so you will need to fill those in this year. Functionality available to you on the page: You may not add or delete services. The services on this page are loaded from the services line on the Budget Page. To add or delete services, you must go to the Budget Page to change. Then they will show up on the Allocation Page. You may edit the data fields associated with a service. Click “Edit”, change the data fields, then click “Update” After you have checked the figures and are satisfied with the entries, click “Mark To-Do List Item Complete” button at the top of the page. If you choose to go “Home” before clicking that button, your data will be saved. You may go back at any time. Section: Facilities Schedule Page Your data is preloaded. Verify and add/delete as necessary. At least one location is required. Section: Assurances Page Two uploads required. Page 7 of 7