Comprehensive Continuous
Improvement Plan (CCIP)
Training Module 5
Funding Application Workflow,
Communication, and Tracking
Agenda
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History Log
Comments
Contacts
Assurances
Submission and Approval Process
Substantial Approval
External Data Import Implications
Changes
CCIP Training Module 5
History Log
• Comprehensive list of all status changes that have
occurred in a funding application
– Who did it
– When
• Correspondence between organizations and DPI on
funding application issues
CCIP Training Module 5
Comments
• Ideal means of communication between LEA and SEA
– Facilitate explanation and clarification without having to
send funding application back to organization for
modification and resubmission
– Comments are permanently stored with the funding
application that they pertain to
– Offer great historical context and insight into why
application may have been filled out in the way it was
CCIP Training Module 5
Comments Requiring Follow-up
• By default, comments and status display in
chronological order within the app they occurred in
• NCDPI can mark a comment as Attention Needed
• Attention Needed comments will:
– Appear at top of history log
– Appear in current revision, even if they were made in a
previous revision
• NCDPI should uncheck when issue is resolved
CCIP Training Module 5
Emailing Comments
• Comments can be
emailed to targeted
users
• When box checked,
list of positions is
rendered on page
CCIP Training Module 5
Selecting Comment Recipients
• Highlight the name of recipient groups and click Add
• Adding recipients not in Contact Group lists:
• Type email address in Additional
Recipients field and click Add
• Repeat for each Additional Recipient
• Click Trash Can icon to
delete recipient group
• Click Recipient Summary to
see a list of people who will
receive email
CCIP Training Module 5
Contacts Page
• District required to select a Funding Application
Contact and Homeless Contact
• Funding App Contact is default recipient of workflow
status change notifications
• Federal requirement that all districts specify
Homeless contact
CCIP Training Module 5
Assurances Page
• Read-only list of Assurances for this funding
application
• By submitting application, organization is agreeing to
be bound by the listed Assurances
CCIP Training Module 5
Funding Application Workflow
CCIP Training Module 5
Changing Status
• Prerequisite checks
– Does user have permission?
– Does time frame allow for this status change?
– Is application valid? (may not run depending on status)
CCIP Training Module 5
Status Change Outcomes
• Entry added to History Log documenting the change
• Next person in submission workflow notified by email
that application now requires their attention
• Application may be locked down or unlocked
• Grants may receive Substantial Approval
• Application may become publicly accessible
• Copy of Plan may be archived
• Application revision may be created
CCIP Training Module 5
Substantially Approved Dates Page
• Read-only page
• When the Chief Administrator approves a funding
application, grants in that application with budget greater
than zero are marked Substantially Approved
• It is on this date that expenditures against these funds
can begin to occur
• Approval prior to July 1? Date will be set to July 1
CCIP Training Module 5
External Data Import Implications
• Organization, Allocation, Budget, and Building
Eligibility data is imported from other NCDPI systems
• NCCCIP may automatically perform a status change
on an organization’s application
– Move to Draft Started when budget data is imported
– Move to Revision Started when Allocation, Budget, or
Building Eligibility data changes
CCIP Training Module 5
External Data, Workflow, & Validation
• CCIP will import data from external systems while funding
application is in approval process
– Imported data may fail CCIP business validations
• Return application not approved -> Resolve issues ->
Resubmit
– Changes to Budget or Building Eligibility data require
resubmission, even if data passes validation
• Budget and Building Eligibility data are LEA entered
• Users are being asked to approve an application that has
changed since its submission
• Valid budget changes will only require resubmission if
the rolled up amount changed
CCIP Training Module 5
Changes
• CCIP provides a single page listing all of the changes
that have been made to a funding application
revision
– Changes column appears
on Sections page for
revisions 1 and higher
– No need to manually
compare an application
to a previous revision to
determine what has
changed
CCIP Training Module 5
Changes…continued
• Valuable tool for application approvers to focus their
time on only reviewing changes to application
• Filtering Changes
– All: Show every change
– Section: Show all changes for pages in that section
– Page: Show all changes for that page
CCIP Training Module 5
Changes Page
• Each message is a clickable link
• Clicking link will take user to the screen on which the
change occurred
CCIP Training Module 5