Form Standard Tool Standard Tool Standard Tool

OMB No. 0930-0354

Expiration Date: xx/xx/xxxx

Public Burden Statement: An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number.  The OMB control number for this project is 0930-0354.  Public reporting burden for this collection of information is estimated to average 3 hours per respondent, per year, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information.  Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to SAMHSA Reports Clearance Officer, 5600 Fishers Lane, Room Rm 15E57B, Rockville, Maryland, 20857.

Division of State Programs- Management Reporting Tool (DSP-MRT)

Unique questions:

RX (separate document)

PDO (separate document)

PFS (separate document)

MRT Management Reporting Tool						Page 1
						Page ID: Home Page Title: Home
Home	Contact Information	2 Progress Report				Page Details
3 Home						Accessing MRT will take users to the Home page. Options in this drop down menu will include PFS, SPF-Rx, PDO, and other program names a relevant. This will provide access to grant program home page. The following standard functions are found on each page throughout the system: The top navigation menu provides dropdowns that can be used to access pages directly from any other page. The linked “bread crumb trail” identifies where users are in the system and provide the ability to move backwards to previous sections. ------------------- General System Rules Fields marked with an asterisk are required and must be completed in order to save the record. In listing grids, only the first 200 characters will be displayed. Clicking on Save will save the record and return the user to the landing/listing page. Clicking on Cancel will discard the changes and return the user to the landing/listing page. Clicking on Delete will open the Delete Confirmation Panel. If the user selects “YES” in the panel, then the record is deleted and the user is returned to the landing/listing page. If the user selects “NO” in the panel, then the action is canceled and the user is returned to the record. The column headers for all listing grids will allow the records to be sorted in ascending/descending alphabetical order. As a user types in a field, the text “X characters remaining” appears below the field, and the number decreases.
Home Hi, [name], welcome to Management Reporting Tool (MRT)! Grant Program Use this to select the grant program for which you are completing the MRT. 1 Select Grant Program:

MRT <Program Name> Management Reporting Tool						Page 2
						Page ID: Home Page Title: Home
Home	Contact Information	Progress Report				Page Details
Home						After selecting the relevant program, the home navigation page will provide access to this grant program home page. Clicking the “Contact Information” link will direct user to the Contact Information listing page (1). Clicking the “Progress Reporting” link will direct user to the Progress Reporting listing page (2).
<Program Name> Home 1 Contact Information 2 Progress Reporting

MRT <Program Name> Management Reporting Tool						Page 3
						Page ID: 1 Page Title: Contact Information
Home	Contact Information	Progress Report				Page Details
Contact Information						ONLY RELEVANT LINKS WILL APPEAR ON THIS PAGE (e.g., “Sub-state information” and “Subrecipient Staff” will not appear for PDO). This is the view of the Contact Information landing page when the user is a Grantee user. Clicking the “Grantee Information” link will direct user to the Grantee Information listing page (1.1). Clicking the “Grantee Staff” link will direct user to the Grantee Staff listing page (1.2). Clicking the "Sub-State Information" link will direct user to the Sub-State Information listing page (1.3). This link and module will only appear for relevant programs (SPF-PFS) but not for other grant programs. Clicking the " Subrecipients and Selected High-Need Communities" link will direct user to the Subrecipients listing page (1.4). Clicking the "Subrecipient Staff" link will direct user to the Subrecipient Staff listing page (1.5). This link and module will only appear for relevant programs but not for some programs (PDO).
Contact Information Throughout the [GRANT NAME] progress report, grantee refers to the state/tribe/jurisdiction receiving the award from SAMHSA. Community refers to the grantee’s selected High-Need communities, and subrecipient indicates the grantee’s subawardees funded to lead the grant in the selected communities. Some grantees refer to their subrecipients as sub-grantees. Some grantees may not have a subrecipient responsible for leading the grant in each of the selected communities. 1 Grantee Information Review your grantee information.  2 Grantee Staff View/Edit grantee staff information.  3 Sub-State Information  Add and review Sub-State (if any) information if Subrecipient(s) are funded by a Sub-State (may not apply to all grantees, please ask your Project Officer if relevant).  4 Subrecipients and Selected High-Need Communities  Review and add information for each Subrecipient. Single-community grantees please refer to the Single-Community Grantee Manual. 5 Subrecipient Staff  View/Edit Subrecipient staff information.
MRT <Program Name> Management Reporting Tool						Page 4
						Page ID: 1.1 Page Title: Grantee Information
Home	Contact Information	Progress Report				Page Details
Contact Information > Grantee Information						Only the Grantee contact information can be edited. The system will automatically notify the Project Officer by email when anyone makes changes to this contact information. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu. Clicking on the Edit Contact Information will allow the Grantee to revise the information currently in the system.
1 Grantee Information Use this section to review and update your Grantee information as necessary. 2 Select Grantee: Grantee Information Grantee Name: [Grantee Name] Grant Award Number: [Grant Award Number] Contact Information If any of the contact information is not correct, please click on the edit button below. An email will be sent to your Project Officer regarding any changes that are made. Address: City: State/Territory: Zip: Email Address: 3 Project Officer Project Officer Name: [Project Officer Name] Phone Number: [Project Officer Phone Number] Email Address: [Project Officer Email Address]

MRT

<Program Name> Management Reporting Tool

Page 5

Page ID: 1.2

Page Title: Grantee Staff

Home

Contact Information

Progress Report

Page Details

Contact Information > Grantee Staff

1. Grantees can update their information as needed, with an alert going to their Project Officer any time updates are made.

2. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu

3. Selecting “New” or one of the existing names on this dropdown menu will open a Staff Details section at the bottom of this page where the user can make updates and add additional contacts.

4. CSAP provides the Project Director information, which is prefilled on this page. If the information does not exist for the particular field, then the system displays “Information Not Found.” This information is stored in the database (and is updated as needed).
   Note: there can only be one person assigned to the roles Project Director, Epidemiology Lead, Project Evaluator, and Project Coordinator. Assigning someone else to one of these roles will displace any existing person from that role. There is no limit to how many people may have the Additional Grantee Contact Role. A person may also be assigned to more than one role.

1

Grantee Staff

Use this page to add new grantee-level users, update user information or security roles, and disable (but not delete) old users. Adding a person here creates an account for them in the system.

2

Select Grantee:

Role	Name	Username	Email	Telephone
Project Director	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX
Epidemiology Lead	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX
Project Evaluator	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX
Project Coordinator	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX
Additional Grantee Contact	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX

To add or edit staff, select here:

3

MRT

<Program Name> Management Reporting Tool

Page 6

Page ID: 1.2

Page Title: Grantee Staff - Staff Details

Home

Contact Information

Progress Report

Page Details

Contact Information > Grantee Staff

5. These roles may not exist for all programs. If they do not exist for a particular program, the role will not appear on this list.

6. Clicking the “Save” button will save the record. If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

7. Clicking the “Cancel” button will not save any changes.

8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted. If “No”, user will remain on this page. If user attempts to delete a record that is tied to data in other modules, then the system will not allow deletion and will display the message: "Unable to delete.”

Staff Details: (If New is selected)

Username

Email:*

Name:*

Telephone:*

5

Roles:

A user's role determines what functions they may perform and what data they may see within the system.

• Project Director

• Project Evaluator

• Additional Grantee Contact

• Epidemiology Lead

• Project Coordinator

MRT

<Program Name> Management Reporting Tool

Page 7

Page ID: 1.3

Page Title: Sub-States

Home

Contact Information

Progress Report

Page Details

Contact Information > Sub-States

PAGE ONLY FOR PFS AND SPF-RX GRANTEES (AND OTHER RELEVANT PROGRAMS)

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Clicking the “Add Sub-State” button will direct user to the Sub-State Detail edit page (1.3.1).

3. Clicking the linked column header will sort the records in ascending and descending order by the related column.

4. Clicking the linked “Sub-State Name” will direct user to the Sub-State Detail edit page of the related record (1.3.1).

5. Each of the targeted zip codes and targeted congressional districts will be listed, separated by commas.

6. The description field should be truncated with “…" after 200 characters on this page.

Sub-States

Enter information on the Sub-State(s) if any. The term “Sub-State” refers to a regional, county-level, or other entity that serves as an intermediary between the Grantee and the Subrecipients.

1

Select Grantee:

2

Add Sub-State

4

3

Sub-State Name	Total Funding for Sub-State	Targeted Zip Codes	5 Targeted Congressional Districts	How is the Subrecipient Being Funded?
Name linked	$$$$	XXXXX	Lorem ipsum	6 Lorem ipsum
Name linked	$$$$	XXXXX	Lorem ipsum	Lorem ipsum
Name linked	$$$$	XXXXX	Lorem ipsum	Lorem ipsum
Name linked	$$$$	XXXXX	Lorem ipsum	Lorem ipsum
Name linked	$$$$	XXXXX	Lorem ipsum	Lorem ipsum

MRT

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Page ID: 1.3.1

Page Title: Sub-State Detail

Home

Contact Information

Progress Report

Page Details

Contact Information > Sub-States > Sub-State Detail

PAGE ONLY FOR PFS AND SPF-RX GRANTEES (AND OTHER RELEVANT PROGRAMS)

1. Sub-State Type values will include: “Region”, “County”, “City”, “Tribe/Tribal Organization”, “Coalition”, “Provider Agency”, “Other”.

2. If “Other” is selected for Sub-State Type, the Specify Other Sub-State Type field will display.

3. Total Funding for Sub-State should only allow numerical values to be saved.

4. Clicking “Add” will add the entered value to the grid displayed below the field.

5. Clicking on the “USPS Zip Code Look-up” link will open a new window, directing the user to the following URL: https://tools.usps.com/go/ ZipLookupAction!input.action

6. Clicking on the “Delete” icon beside a previously entered value will delete the selected value. If there are currently no target zip codes or congressional districts, the area will show the text, “no data to display”.

7. Clicking on the “Congressional District Look-up” link will open a new window, directing the user to the following URL: (1) http://national atlas.gov/printable/congress.html#list

8. Clicking the “Save” button will save the record and return the user to the Sub-State Information listing page (1.3). If not all fields required are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

9. Clicking the “Cancel” button will not save any changes and will return the user to the Sub-State Information listing page (1.3).

10. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Sub-State Information listing page (1.3). If “No”, user will remain on this page. If user attempts to delete a record that is tied to one or more subrecipient records, the deletion will fail and the message displayed: "Unable to delete. This sub-state is associated with one or more subrecipient records".

Add/Edit Sub-State

Enter information on the Sub-State(s) if any. The term “Sub-State” refers to a regional, county-level, or other entity that serves as an intermediary between the Grantee and the Subrecipients. 

Sub-State Information

Sub-State Name:*

1

Sub-State Type:*

2

Specify Other Sub-State Type:*

3

Total < PROGRAM NAME> Funding for Sub-State:*

5

4

Target Zip Code(s):

^{USPS Zip Code Look-up}

6

7

4

Target Congressional District(s):

^{Congressional District Look-Up}

6

District

District

District

Briefly describe how Subrecipients are being funded:*

(maximum 1000 chars)

MRT

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Page 9

Page ID: 1.4

Page Title: Subrecipients & HN Communities

Home

Contact Information

Progress Report

Page Details

Contact Information > Subrecipients and Selected High-Need Communities

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Clicking the “Add Subrecipient or Selected High-Need Community” link will direct user to the Subrecipient Detail edit page (1.4.1).

3. Clicking the linked column header will sort the records in ascending and descending order by the related column.

4. Clicking the linked “Name” will direct user to the Subrecipient Detail edit page of the related record (1.4.1).

5. Each of the targeted zip codes will be listed, separated by commas.

Subrecipients and Selected High-Need Communities

1

Select Grantee:

Use this section to add or update subrecipient and selected High-Need Community information. Subrecipient indicates the grantee’s subawardees funded to lead the grant in the selected communities. Some grantees refer to their subrecipients as sub-grantees or funded entities. Single-community grantees please refer to the Single-Community Grantee Manual.

2

Add Subrecipient or Selected High-Need Community

3

4

Name	5 Targeted Zip Codes	Amount Awarded Per Year	Date Funded
Name linked	XXXXX	$$$$	mm/dd/yyyy
Name linked	XXXXX	$$$$	mm/dd/yyyy
Name linked	XXXXX	$$$$	mm/dd/yyyy
Name linked	XXXXX	$$$$	mm/dd/yyyy
Name linked	XXXXX	$$$$	mm/dd/yyyy

MRT

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Page 10

Page ID: 1.4.1

Page Title: Subrecipient Detail

Home

Contact Information

Progress Report

Page Details

Contact Information > Subrecipients and Selected High-Need Communities > Subrecipient Detail

1. ONLY FOR PROGRAMS WITH SUB-STATES - Funded directly by will include: "Funded by Sub-State" and "Funded Directly by Grantee". If one or more sub-states exist for the session user's grant, default value for this dropdown menu should be "Funded by Sub-State".

2. ONLY FOR PROGRAMS WITH SUB-STATES - If “Funded by Sub-State: is selected for Subrecipient Type, Sub-State Name dropdown menu will be displayed. Sub-State Name will include all Sub-States added on Sub-States page (1.3).

SUBRECIPIENT ITEMS IN THIS SECTION OPTIONAL FOR PDO GRANTEES AND OTHER PROGRAMS WHERE GRANTEES TARGET COMMUNITIES DIRECTLY WITHOUT FUNDING RELATED SUBRECIPIENTS.

3. Subrecipient Type will include: "Coalition", “City", Provider Agency", "Tribe/Tribal Organization", and "Other". [OTHER TYPES WILL BE ADDED IN DROPDOWN MENU AS RELEVANT TO THE PROGRAM] Other Subrecipient Type, Specify will only appear if the user selects "Other" for Subrecipient Type.

4. FOR ANY PROGRAM WITH SINGLE-COMMUNITY GRANTEES. “No” will be the default selection for “Is the Subrecipient the same as the Grantee?” If grantees select “Yes” will skip to “Selected High-Need Community” item.

5. Subrecipient State/Territory will include all U.S. states and territories. This list can be reduced to just program-funded states/territories if needed.

Add/Edit Subrecipient and Selected High-Need Community

Enter information for the selected community or Subrecipient. Subrecipient indicates the grantee’s subawardees funded to lead the grant in the selected communities. Some grantees refer to their subrecipients as sub-grantees or funded entities. If you do not have a funded subrecipient, please skip down to indicate the selected High-Need Community.

Subrecipient Name:*

1

Funded Directly By:*

2

Sub-State Name:* (If Funded by Sub-State is selected)

3

Subrecipient Type:*

Other Subrecipient Type, Specify:

4

5

Is the Subrecipient the same as the Grantee?:*

Subrecipient Street Address:*

Subrecipient City:*

5

Subrecipient State/Territory:*

Subrecipient ZIP Code:*

MRT <Program Name> Management Reporting Tool						Page 01
						Page ID: 1.4.1(continued) Page Title: Subrecipient Detail
Home	Contact Information	Progress Report				Page Details
Contact Information > Subrecipients and Selected High-Need Communities > Subrecipient Detail						6. Subrecipient Status will include: “Selected but not yet active or funded in the <PROGRAM NAME>”, “Planning grant only: Not (yet) selected to implement all steps of the <PROGRAM NAME>”, “Active: Has begun implementation and/or funding”, and “Deactivated: No longer funded in the <PROGRAM NAME>”. 7. “No” will be the default selection for “Has this Subrecipient been funded by <PROGRAM NAME>?” 8. If “Yes” is selected for “Has this Subrecipient been funded by <PROGRAM NAME>?”, Date Funded, Funding End Date, and Amount Awarded per year fields will be displayed. Data funded will be locked to grantee editing after it is saved. 9. Amount Awarded per year should only allow numerical values to be saved. 10. ONLY FOR RELEVANT PROGRAMS (e.g PFS). “No” will be the default selection for “Is this Subrecipient a past SPF-SIG Subrecipient?”. 11. ONLY FOR RELEVANT PROGRAMS (e.g PFS). “No” will be the default selection for “Is this Subrecipient a past SPF-SIG Subrecipient?”.
Organization Name (for DUNS purposes): DUNS Number: 6 Subrecipient Status:* Has this Subrecipient been funded by <PROGRAM NAME>?:* 7 8 Date Funded: (If YES is selected) Funding End Date:* (If YES is selected) 9 Amount Awarded per year:* (If YES is selected) 10 Is this Subrecipient a past SPF-SIG Subrecipient?:* 11 Does this Subrecipient submit data to the Grantee's data system?:*

MRT <Program Name> Management Reporting Tool						Page 02
						Page ID: 1.4.1(continued) Page Title: Subrecipient Detail
Home	Contact Information	Progress Report				Page Details
Contact Information > Subrecipients and Selected High-Need Communities > Subrecipient Detail Selected High-Need Community: This is the High-Need Community associated with this subrecipient. If you are not funding subrecipients, indicate one of the High-Need Communities you (the grantee) are targeting here. For Single-Community grantees, if you identify your tribe or territory as your High-Need Community, please enter that here. 13 12 Selected High-Need Community ZIP Code(s) (this is the community this subrecipient or you target for your <PROGRAM NAME> efforts): USPS ZIP Code Look-up 14 ALTERNATIVE: If this subrecipient or you target an entire county (or counties), as the selected High-Need Community, indicate the county name(s) here. Briefly describe how you are defining this community as a High-Need Community. This description should summarize in 2-3 sentences what you reported in detail in your Disparity Impact Statement:* (Maximum 3000 Characters)						12. Clicking "Add" will add the entered value to the grid displayed below the field. 13. Clicking on the "USPS Zip Code Look-up" link will open a new window, directing the user to the following URL: https://tools.usps.com/go/ZipLookupAction!input.action 14. Clicking on the "Delete" icon beside a previously entered value will delete the selected value. 15. Clicking the “Save” button will save the record and return the user to the Subrecipient listing page (1.4). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 16. Clicking the “Cancel” button will not save any changes and will return the user to the Subrecipient listing page (1.4). 17. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Subrecipient listing page (1.4). If “No”, user will remain on this page. If user attempts to delete a record that is tied to data in other modules, then the deletion will fail and display the message: "Unable to delete. This subrecipient or community is associated with other data that has been entered."

MRT

<Program Name> Management Reporting Tool

Page 13

Page ID: 1.5

Page Title: Subrecipient Staff

Home

Contact Information

Progress Report

Page Details

Contact Information > Subrecipient Staff

PAGE ONLY FOR RELEVANT PROGRAMS THAT HAVE SUBRECIPIENTS (e.g. PFS, SPF-RX)

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu

2. Only grantee and higher roles will see this field. Users will click on the Select Subrecipient dropdown box to select the Subrecipient they wish to view contact information for. Grantees can view their Subrecipients' key staff on this page. Subrecipients can view their own staff only. Subrecipients will not see the label or dropdown menu.

3. Grantees and subrecipients will be allowed to update their Subrecipient contact information as needed. Selecting “New” or one of the existing names on this dropdown menu will open a Staff Details section at the bottom of this page where the user can make updates and add additional contacts.

4. Clicking the “Save” button will save the record and return the user to the Subrecipient listing page (1.5). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

5. Clicking the “Cancel” button will not save any changes and will return the user to the Subrecipient listing page (1.5).

6. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Subrecipient listing page (1.5). If “No”, user will remain on this page. If user attempts to delete a record that is tied to data in other modules, then the deletion will fail and display the message: "Unable to delete. This subrecipient is associated with other data that has been entered."

Note: There can only be one person assigned to the Subrecipient Key Contact role. Assigning someone else to this role will displace any existing person. There is no limit to how many people may have the Subrecipient Additional Contact role.

Subrecipient Staff

Use this page to add new users, update user information or security roles, and disable (but not delete) old users. Adding a person here creates an account for them in the system.

1

Select Grantee:

2

Select Subrecipient:

Security Role	Name	Username	Email	Telephone
Lorem ipsum	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX
Lorem ipsum	Lorem ipsum	[email protected]	[email protected]	XXX-XXX-XXXX

3

To add or edit staff, select here:

Staff Details:

Username:

Email:*

Name:*

Telephone:*

Role(s):*

A user's Security Role determines what functions they may perform, and what data they may see within the system. You can only assign one staff member as the “Subrecipient Key Contact”.

Subrecipient Key Contact

Subrecipient Additional Contact

MRT

<Program Name> Management Reporting Tool

Page 04

Page ID: 2

Page Title: Progress Reporting

Home

Contact Information

Progress Report

Page Details

Progress Reporting

ONLY PAGES/SECTIONS RELEVANT TO THE PROGRAM WILL APPEAR ON THIS LANDING PAGE

1. Clicking the “Needs Assessment” link will direct user to the Needs Assessment landing page (2.1).

2. Clicking the “Capacity” link will direct user to the Capacity landing page (2.2).

3. Clicking the “Planning” link will direct user to the Planning landing page (2.3).

4. Clicking the "Health Disparities” link will direct user to the Health Disparities landing page (2.4).

5. Clicking the “Implementation” link will direct user to the Implementation landing page (2.5).

6. Clicking the “Evaluation” link will direct user to the Evaluation landing page (2.6).

7. Clicking the “Sustainability” link will direct user to the Sustainability landing page (2.7).

8. Clicking the “Progress Report Submission” link will direct user to the Progress Report Submission listing page (2.8).

1

Needs Assessment

2

Capacity

3

Planning

4

Behavioral Health Disparities

5

Implementation

6

Evaluation

7

Sustainability

8

Progress Report Submission 

MRT

<Program Name> Management Reporting Tool

Page 0

Page ID: 2.1

Page Title: Needs Assessment

Home

Contact Information

Progress Report

Page Details

Progress Reporting > Needs Assessment

1. Clicking the “Needs Assessment Upload” link will direct user to the Needs Assessment Upload listing page (2.1.1).

2. Clicking the “Accomplishments and Barriers/Challenges” link will direct user to the Needs Assessment Accomplishments and Barriers/Challenges listing page (2.1.2).

3. Clicking the “Capacity” link will direct user to the Capacity landing page (2.2).

Needs Assessment

Assessment involves the systematic gathering and examination of data about alcohol and drug problems, related conditions, and consequences in the area of concern in your community(ies). Assessing the issues means pinpointing where the problems are in the community and the populations impacted. It also means examining the conditions within the community that put its populations at risk for the problems and identifying conditions that—now or in the future—could protect the population against the problems.

1

Needs Assessment Upload 

2

Accomplishments and Barriers/Challenges 

Track Accomplishments and Barriers/Challenges related to Needs Assessment.

3

 Next:  Capacity

MRT

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Page 16

Page ID: 2.1.1

Page Title: Needs Assessment Upload

Home

Contact Information

Progress Report

Page Details

Progress Reporting > Needs Assessment > Needs Assessment Upload

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking Add a Record will direct the user to the Add/Edit Needs Assessment Document page (2.1.1.1).

4. Clicking the linked document name will direct user to the edit page.

5. The description field should be truncated with “…" after 200 characters on this page.

Needs Assessment Upload

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to upload and provide a brief description of your Needs Assessment document. This document may not be required by your grant program; so please ask you project officer if you need to upload. Once you upload your Needs Assessment document, you will only update this section if you revise your Needs Assessment.

3

Add a Record

4

Needs Assessment Document	5 Description
Document Name	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur
Document Name	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur

MRT

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Page 17

Page ID: 2.1.1.1

Page Title: Add Needs Assessment Document

Home

Contact Information

Progress Report

Page Details

Progress Reporting > Needs Assessment > Needs Assessment Upload > Add/Edit Needs Assessment

1. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Agenda text field. Note: Standard file types for the MRT are .doc, .docx., .pdf, .xls, .xlsx and the size limit is 10MB.

2. Clicking the “Save” button will save the record and return the user to the Needs Assessment Upload page (2.1.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

3. Clicking the “Cancel” button will not save any changes and will return the user to the Needs Assessment Upload page (2.1.1).

4. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Needs Assessment Upload page (2.1.1). If “No”, user will remain on this page.

Add/Edit Needs Assessment Document

Upload and provide a brief description of your Needs Assessment document. Use the Browse button to select a file from your computer, enter a description, then click the Save button. If your Needs Assessment has not changed since your previous upload, then you do not need to upload a new document

1

Upload Needs Assessment Document

Browse…

Provide a brief description of your Needs Assessment document and, if relevant, any changes made to your Needs Assessment document between the previous version and this one.

(maximum 1000 chars) 

MRT

<Program Name> Management Reporting Tool

Page 0

Page ID: 2.1.2

Page Title: Accomplishments and Barriers/Challenges (Assessment)

Home

Contact Information

Progress Report

Page Details

Progress Reporting > Needs Assessment > Accomplishments and Barriers/Challenges (Assessment)

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current Progress reporting period.

3. Clicking the “Add Accomplishment/Barrier” link will direct user to the Accomplishments and Barriers/Challenges edit page (2.1.2.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the edit page of the related record (2.1.2.1).

6. The description field will be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you experienced while performing activities related to Needs Assessment, along with actions you took to address any Barriers/Challenges. Each Accomplishment or Barrier will be listed in the table below. Use the table heading links to sort Accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. 

Once you initially complete this section, only update it if you revised or completed additional work on your Needs Assessment.

5

3

4

Add Accomplishments or Barriers/Challenges

Name	6 Description	Type	Reporting Period
Name linked	Lorem ipsum dolor sit amet, consectetaur adipisicing elit, sed do eiusmod tempor aliqua...	Lorem ipsum	Lorem ipsum
Name linked	Lorem ipsum dolor sit amet, consectetaur adipisicing elit, sed do eiusmod tempor aliqua...	Lorem ipsum	Lorem ipsum

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						Page ID: 2.1.2.1 Page Title: Accomplishments and Barriers/Challenges Detail (Assessment)
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Progress Reporting > Needs Assessment > Accomplishments and Barriers/Challenges (Assessment) > Accomplishments and Barriers/Challenges Detail						1. The dropdown will display the Reporting Periods. 2. "Is this an accomplishment or barrier?" Values will include: “Accomplishment” and “Challenge/Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. For example, the PFS dropdowns will display the following Name values for Accomplishments: Functioning of the State Epidemiological Outcome Workgroup, Monitoring community needs assessment activities, Assessing community assets and resources, Assessment of community capacity, Identification of community gaps in services, Assessment of community readiness to act, Assessment of State capacity, Identification of State/Tribe/Jurisdiction gaps in services, Assessment of State/Tribe/Jurisdiction readiness to act, Assessment of the magnitude of substance abuse related problems (consumption/consequences), Assessment of community risk and protective factors/causal factors, Identification of State/Tribe/Jurisdiction high-need priorities, Identification of target communities, Specification of baseline data, and Other Assessment Accomplishment (provide title in description box below). The dropdown will display the following Name values for Challenge/Barrier: Limited time to implement the SPF step, Lack of collaboration between stakeholders (e.g., between agencies, between coalitions, between jurisdictions and funded community levels), Major external community events like weather disasters, Jurisdictional contract or other delays getting sub-recipient communities on board, Inadequate time for project staff and members to devote to the project, Lack of available data to address NOMs, Lack of available data to assess differences for racial/ethnic minorities, LGBTQ, or other special populations, Mismatch between level of disaggregation of available data (e.g., county) and communities being funded (e.g., towns within counties), and Other Assessment Barrier (provide title in description box below). FOR SPF-RX suggested dropdown menu values for Accomplishments include: Functioning of the State Epidemiological Outcome Workgroup; Monitoring community needs assessment activities for opioid misuse/abuse; Assessing community assets and resources for opioid misuse/abuse prevention; Assessment of community capacity for opioid misuse/abuse prevention; Identification of community gaps in services for opioid misuse/abuse; Assessment of community readiness to act for opioid misuse/abuse prevention; Assessment of State capacity for opioid misuse/abuse prevention; Identification of State/Tribe/Jurisdiction gaps in services for opioid misuse/abuse;
Accomplishments and Barriers/Challenges Detail (Assessment) Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Needs Assessment in this reporting period. 1 Reporting Period: 2 Is this an Accomplishment or a Barrier/Challenge?:* 3 Accomplishment or Barrier/Challenge Name:* Describe the Accomplishment or Barrier/Challenge:*
MRT <Program Name> Management Reporting Tool						Page 20
						Page ID: 2.1.2.1 Page Title: Accomplishments and Barriers/Challenges Detail (Assessment) (cont.)
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Progress Reporting > Needs Assessment > Accomplishments and Barriers/Challenges (Assessment) > Accomplishments and Barriers/Challenges Detail						Assessment of State/Tribe/Jurisdiction readiness to act for opioid misuse/abuse prevention; Assessment of the magnitude of opioid related problems (consumption/consequences); Assessment of community risk and protective factors/causal factors for opioid misuse/abuse; Identification of State/Tribe/Jurisdiction high-need priorities, Identification of target communities for opioid misuse/abuse; Specification of baseline data for opioid misuse/abuse; Other Assessment Accomplishment (provide title in description box below). For SPF-Rx suggested dropdown menu values for Challenge/Barriers include: Limited time to implement the SPF step; Lack of collaboration between stakeholders (e.g., between agencies, between coalitions, between jurisdictions and funded community levels); Major external community events like weather disasters; Jurisdictional contract or other delays getting sub-recipient communities on board; Inadequate time for project staff and members to devote to the project; Lack of available data to address NOMs for SPF-Rx; Lack of available data to assess differences for racial/ethnic minorities, LGBTQ, or other special populations for opioid misuse/abuse; Mismatch between level of disaggregation of available data (e.g., county) and communities being funded (e.g., towns within counties); Other Assessment Barrier (provide title in description box below). 4. This question only appears if “Challenge/Barrier” selected for number 2 above. The default response for this item is “No”. 5. If “Yes” selected for 4 than this and next items will appear. 6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.1.2). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.1.2). 8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.1.2). If “No”, user will remain on this page.
4 Was technical assistance (TA) requested to help address this Barrier/Challenge?* 5 Date TA Requested: (if Yes selected) NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page. In what other ways did you address this Barrier/Challenge?

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Page ID: 2.2

Page Title: Capacity

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Progress Reporting > Capacity

1. Clicking the “Membership” link will direct user to the Membership listing page (2.2.1).

2. Clicking the “Advisory Council and Other Workgroup Meetings” link will direct user to the Advisory Council and Other Workgroups Meetings listing page (2.2.2).

3. Clicking the "Grantee Funding Resources" link will direct the user to the Grantee Funding Resources listing page (2.2.3).

4. Clicking the “Training and Technical Assistance” link will direct user to the Training and Technical Assistance listing page (2.2.4).

5. Clicking the “Accomplishments and Barriers/Challenges” link will direct user to the Accomplishments and Barriers/Challenges (Capacity) listing page (2.2.5).

6. Clicking the “Planning” link will direct user to the Planning landing page (2.3).

Capacity

Capacity refers to the various types and levels of resources available to establish and maintain a community prevention system. This prevention system can identify and leverage resources that will support an effective strategy aimed at the priority problems and identified risk factors in the community at the appropriate population level. Capacity to carry out strategies depends not only upon the resources of the community organizations and their function as a cohesive problem-solving group, but also upon the readiness and ability of the larger community to commit its resources to addressing the identified problems.

1

Membership

Add advisory council, epidemiological outcomes workgroup (EOW), or other relevant workgroup members for your <PROGRAM NAME> project.

2

Advisory Council and Other Workgroup Meetings

Add advisory council, EOW, or other meetings your project conducted for <PROGRAM NAME>.

3

Grantee Funding Resources

Add data regarding your <PROGRAM NAME> grantee funding resources.

4

Training and Technical Assistance

Add records for Training and Technical Assistance provided to the <PROGRAM NAME> Grantee or <PROGRAM NAME> Subrecipients and communities.

5

Accomplishments and Barriers/Challenges

Track Accomplishments and Barriers/Challenges related to Capacity.

6

Next: Planning

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Page ID: 2.2.1

Page Title: Membership

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Progress Reporting > Capacity > Membership

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. MEMBER TYPE DROPDOWN MENU WILL CONTAIN THE VALUES RELEVANT TO THE PROGRAM. For PFS these consist of: “All”, “Evidence-Based Practices Workgroup”, “Other”, “Project Advisory Council”, and “EOW”. “All” will be the default selection upon entering the page, displaying all members in the listing grid. Selecting a different Member Type will automatically load the listing grid with any corresponding records.

4. Clicking the “Add Member” link will direct user to the Add/Edit Membership page (2.2.1.1).

5. Clicking the linked column header will sort the records in ascending and descending order by the related column.

6. Clicking the linked “Name” will direct user to the edit Add/Edit Membership page of the related record (2.2.1.1).

Membership

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to add any organization and/or individual members to your Advisory Council, Epidemiological Outcome Workgroup (EOW; if required), or other Workgroup. To edit or mark previously added members as inactive, first select the member type from the Member Type menu. Use the table heading links to sort Members. Select a Member Name to access that Member's edit page. These members will carry over from one reporting period to the next, so only revise as new members join or old members become inactive.

3

Member Type:

4

Add Member

5

6

Name	Title	Organization	Date Joined
Name linked	Lorem ipsum	Lorem ipsum	mm/dd/yyyy
Name linked	Lorem ipsum	Lorem ipsum	mm/dd/yyyy

MRT <Program Name> Management Reporting Tool						Page 0
						Page ID: 2.2.1.1 Page Title: Membership Detail
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Progress Reporting > Capacity > Membership > Membership Detail						1. MEMBER TYPE DROPDOWN MENU WILL CONTAIN THE VALUES RELEVANT TO THE PROGRAM. PFS Type values include: “Project Advisory Council”, “EOW”, “Evidence-Based Practices Workgroup”, and “Other”. 2. If “Other” is selected for Type, Specify Other Type field will be displayed. 3. SECTOR DROPDOWN MENU WILL CONTAIN THE VALUES RELEVANT TO THE PROGRAM. EXAMPLE SECTOR VALUES FOUND ON NEXT PAGE. 4. Status values will include: “Active” and “Inactive”. 5. If “Inactive” is selected for Status, Date Exited field will be displayed. 6. Clicking the “Save” button will save the record and return the user to the Membership listing page (2.2.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 7. Clicking the “Cancel” button will not save any changes and will return the user to the Membership listing page (2.2.1). 8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Membership listing page (2.2.1). If “No”, user will remain on this page.
Add/Edit Membership Date Joined:* 1 Member Type:* 2 Specify Other Type:* Member Name:* Title:* Organization:* 3 Sector:* 4 Status:* 5 Date Exited:* (If Inactive selected)

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						Page ID: 2.2.1.1 Page Title: Membership Detail
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						3. PFS Sector values include Youth groups/ representatives, School(s)/school districts, Other youth serving organizations, Parents/family/caregiver groups, Advocacy volunteers, Business community, Media (radio/TV stations, newspaper), Faith-based organizations, Civic or volunteer organizations, LGBTQ supportive organization, Military/veteran organization, Law enforcement agency, Courts/judiciary, Health care professionals, Public health department, Mental health professionals/ agencies, State/Tribe/Jurisdiction agency, Other local agency, Other organization involved in treating substance abuse, Other organization involved in reducing substance use PDO & SPF-Rx Sector values include: Behavioral health department/division; Public health department; Tribal government/tribal health board; Health care; Pharmacy; Syringe exchange program; Substance use disorder treatment; Recovery community; Affected family members; Emergency medical system; Law enforcement; Corrections; Courts/Judiciary; Research/Evaluation; Other

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Page ID: 2.2.2

Page Title: Advisory Council and Other Workgroup Meetings

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Progress Reporting > Capacity > Advisory Council and Other Workgroup Meetings

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Meeting” link will direct user to the Advisory Council and Other Workgroup Meetings edit page (2.2.2.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Meeting Type” will direct user to the edit page of the related record (2.2.2.1).

Advisory Council and Other Workgroup Meetings

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to report Advisory Council, Epidemiological Outcome Workgroup (EOW), or other Workgroup meetings that were conducted during this reporting period and upload meeting minutes. Please ensure that meeting attendees are included in the minutes. If you had no Advisory Council, EOW, or other Workgroup meetings held during this reporting period related to your <PROGRAM NAME> activities, please skip this section.

3

Add Meeting

4

5

Meeting Type	Meeting Name/Topic	Meeting Date
Meeting linked	Lorem ipsum	mm/dd/yyyy
Meeting linked	Lorem ipsum	mm/dd/yyyy
Meeting linked	Lorem ipsum	mm/dd/yyyy
Meeting linked	Lorem ipsum	mm/dd/yyyy
Meeting linked	Lorem ipsum	mm/dd/yyyy

MRT <Program Name> Management Reporting Tool						Page 26
						Page ID: 2.2.2.1 Page Title: Advisory Council and Other Meetings Detail
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Progress Reporting > Capacity > Advisory Council and Other Workgroup Meetings > Advisory Council and Other Meetings Detail						1. MEMBER TYPE DROPDOWN MENU WILL CONTAIN THE VALUES RELEVANT TO THE PROGRAM. PFS Type values will include: “Project Advisory Council,” “EOW,” “Evidence-Based Practices Workgroup,” and “Other”. 2. If “Other” is selected for Type, Specify Other Meeting Type field will be displayed. 3. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Agenda text field. Note: Standard file types for the MRT are .doc, .dox., .pdf, .xls, .xlsx and the size limit is 10MB. 4. Clicking the “Save” button will save the record and return the user to the Advisory Council and Other Workgroup Meetings listing page (2.2.2.). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and message will list the fields and related issues. 5. Clicking the “Cancel” button will not save any changes and will return the user to the Advisory Council and Other Workgroup Meetings listing page (2.2.2). 6. Clicking the “Delete” button will first prompt user to confirm action. If “Yes” - the record will be deleted and the user will return to the Advisory Council and Other Workgroup Meetings listing page (2.2.2). If “No,” user will remain on this page.
Add/Edit Advisory Council and Other Workgroup Meetings Enter your meeting information. Meeting Information Meeting Date:* 1 Meeting Type:* 2 Specify Other Meeting Type:* (If Other is selected) Meeting Name/Topic:* 3 Upload Minutes: Browse… 4 6 5

MRT <Program Name> Management Reporting Tool						Page 0
						Page ID: 2.2.3 Page Title: Grantee Funding Resources
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Progress Reporting > Capacity > Grantee Funding Resources						1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu. 2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period. 3 Clicking Add a Record will direct the user to the Grantee Funding Resources Detail Page (2.2.3.1). 4. Clicking a linked fiscal year will direct the user to the relevant Grantee Funding Resources Detail Page (2.2.3.1).
Grantee Funding Resources 1 Select Grantee: 2 Grantee Reporting Period: 3 Add a Record Use this section to enter funding resources information for your grant. Unless the information changes from one reporting period to another, this information only needs to be entered once per fiscal year. 4 Fiscal Year yyyy yyyy

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Page ID: 2.2.3.1

Page Title: Grantee Funding Resources Detail

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Progress Reporting > Capacity > Grantee Funding Resources > Grantee Funding Resources Detail

1. The dropdown values will include “FY2016 (Oct. 2015-Sept. 2016)”, “FY2017 (Oct. 2016-Sept. 2017)”, “FY2018 (Oct. 2017-Sept. 2018)”, “FY2019 (Oct. 2018-Sept. 2019)”, “FY2020 (Oct. 2019-Sept. 2020)”,

2. The dropdown values will contain “Yes”, and “No”. By default “No” will be selected.

3. If the related Active Funding Stream drop down selection is “Yes” then a required field will display with dropdown values containing “Yes” and “No”. By default “No” will be selected

Grantee Funding Resources Detail

Use this section to add or edit funding resources information. You only need to provide this information once annually.

1

This report represents funding resources in fiscal year:

Which of the following funding sources did your organization receive during the selected fiscal year? Which of those sources did your organization use to fund <PROGRAM NAME> priorities in <PROGRAM NAME> communities?

Source of Funding/Resources	2 Did the grantee receive funding from this source?	3 Did the grantee use the funding stream for <PROGRAM NAME> priorities in <PROGRAM NAME> communities?
SAMHSA Partnerships for Success (PFS)
SAMHSA Strategic Prevention Framework for Prescription Drugs (SPF-Rx)
SAMHSA Medication-Assisted Treatment-Prescription Drug and Opioid Addiction (MAT-PDOA)
SAMHSA Minority HIV/AIDS Initiative (MAI)
SAMHSA State Targeted Response to the Opioid Crisis Grants (Opioid STR)
SAMHSA Grants to Prevent Prescription Drug/Opioid Overdose-Related Deaths (PDO)
CDC Prescription Drug Overdose: Prevention for States (PfS)
CDC Data-Driven Prevention Initiative (DDPI)
CDC Expanded Overdose Surveillance
BJA Harold Rogers Prescription Drug Monitoring Program (PDMP) Grant
Health Resources and Services Administration (HRSA) Rural Opioid Overdose Reversal (ROOR)
Drug Free Communities Grants
STOP Act Funding
Substance Abuse Prevention and Treatment Block Grant
Medicaid (Federal, State, and Local)

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Page ID: 2.2.3.1 (continued)

Page Title: Grantee Funding Resources Detail

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Progress Reporting > Capacity > Grantee Funding Resources > Grantee Funding Resources Detail

4. Clicking the “Save” button will save the record and return the user to the Grantee Funding Resources listing page (2.2.3). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

5. Clicking the “Cancel” button will not save any changes and will return the user to the Grantee Funding Resources listing page (2.2.3).

6. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Grantee Funding Resources listing page (2.2.3). If “No”, user will remain on this page.

Other Federal Funds
State/Territory Funds (excluding State Medicaid)
Municipal Government Funds (excluding State Medicaid)
Local Funds (excluding State Medicaid)
Foundation/Non-Profit Organization Funding
Private/Corporate Entities
Individual Donations/Funding from Fundraising Events
Other (Please Specify) Specify Other:* (If yes entered in Other)

6

5

4

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Page ID: 2.2.4

Page Title: Training and Technical Assistance

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Progress Reporting > Capacity > Training and Technical Assistance

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Training/Technical Assistance Received by the Grantee” link will direct user to the Add/Edit Training and Technical Assistance page (2.2.4.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Training/TA Name” will direct user to the edit page of the related record (2.2.4.1).

6. The “Brief Description: field display will be truncated at 200 characters. (This is pulled from the “Brief Description” field on 2.2.4.1).

Training and Technical Assistance (TA)

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to record any Training and TA provided to the grantee or subrecipients and communities to build capacity. This includes training and TA provided by grantees or by other contractors and consultants. 

Training refers to the delivery of structured events focused on topics such as data collection protocols and systems, building community partnerships, or implementing media campaigns. 

Technical Assistance refers to substantial services provided by professional prevention staff to give technical guidance to grantees and individuals to effectively implement their <PROGRAM NAME> grant. 

Training and TA should be counted as one unit per issue. It does not include simple clarifying assistance (e.g., sending someone to a website). 

Grantee refers to the state, tribe, or jurisdiction receiving the award from SAMHSA. Community refers to the grantee’s selected High-Need Communities, and subrecipient indicates the grantee’s subawardees funded to lead the grant in the selected communities.

3

Training/Technical Assistance Received by the Grantee 

Add Training/Technical Assistance Received by the Grantee

5

4

Training/TA Name (Ascending)	Status	6 Brief Description	Date Received
Training/TA Name	Lorem ipsum.	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	mm/dd/yyyy
Training/TA Name	Lorem ipsum.	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	mm/dd/yyyy

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Page ID: 2.2.4 (continued)

Page Title: Training and Technical Assistance

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Progress Reporting > Capacity > Training and Technical Assistance

7. Clicking the “Add Training/Technical Assistance Provided to Subrecipients or Communities” link will direct user to the Training and Technical Assistance edit page (2.2.4.1).

8. Clicking the linked column header will sort the records in ascending and descending order by the related column.

9. Clicking the linked “Training/TA Name” will direct user to the edit page of the related record (2.2.4.1).

10. The “Brief Description” field display will be truncated at 200 characters. (This is pulled from the “Brief Description” field on 2.2.4.1).

Training/Technical Assistance Provided to Subrecipients or Communities 

7

Add Training/Technical Assistance Provided to Subrecipients or Communities

8

9

Training/TA Name (Ascending)	Status	10 Brief Description	Date Received
Training/TA Name	Lorem ipsum.	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	mm/dd/yyyy
Training/TA Name	Lorem ipsum.	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	mm/dd/yyyy

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Page ID: 2.2.4.1

Page Title: Add/Edit Training and Technical Assistance

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Progress Reporting > Capacity > Training and Technical Assistance > Training and Technical Assistance Detail

1. TRAINING/TA TOPIC CHECKLIST WILL CONTAIN THE VALUES RELEVANT TO THE PROGRAM. PFS examples are shown here.

2. SOURCE OF ASSISTANCE DROPDOWN MENU WILL CONTAIN THE VALUES RELEVANT TO THE PROGRAM. For PFS these values include: “CAPT”, “CSAP”, “My Project Officer”, “Other Grantee”, “This Grantee” “PEP-C”, and “Other”.

3. If “Other” is selected for Source of Assistance, Specify Other Source of Assistance field will be displayed.

Add/Edit Training and Technical Assistance (TA)

Date Began Receiving this Training or TA:*

Name of Training/TA:*

1

Training/TA Topic:*

CAPT Information Community Data Collection Cultural Competence/Diversity Environmental Strategies Identifying /Selecting/ Implementing Evidence-Based Programs Marketing/Communications Needs Assessment Prevention Fundamentals Readiness Assessment SAMHSA's Strategic Prevention Framework (SPF) Strategic Planning Sustainability Violence Prevention

Collaboration Community Development Developing Prevention Systems Grant Writing/ Funding/ Resource Development Information Technology National Outcomes Measures (NOMS) Organization Development Prevention in Specific Settings (e.g., workplace, correctional facilities) Risk and Protective Factors State/Territory Data Collection Substance Use/Abuse Utilizing Epidemiological Data Youth Involvement

Brief Description of the Need for the Training/TA:*

500/500 characters left 

2

Source of Assistance:*

3

Specify Other Source of Assistance:* (If Other is selected)

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						Page ID: 2.2.4.1 (continued) Page Title: Add/Edit Training and Technical Assistance
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Progress Reporting > Capacity > Training and Technical Assistance > Training and Technical Assistance Detail						4. Delivery Mechanism values include ”Face to Face”, “Video Conference”, “Telephone Conference”, “Web Conference”, “Moderated Distance Learning Course”, “Self-Paced Distance Learned Course/Tool”, and “Other”. 5. If “Other” is selected for Delivery Mechanism, Specify Other Delivery Mechanism field will be displayed. 6. “Yes” will be the default values for Timely? And Effective? Fields. 7. If “No” is selected for either Timely? Of Effective? Field, Explanation field will be displayed. 8. Clicking the “Save” button will save the record and return the user to the Training and Technical Assistance listing page (2.2.4). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the field and related issues. 9. Clicking the “Cancel” button will not save any changes and will return the user to the Training and Technical Assistance listing page (2.2.4). 10. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Training and Technical Assistance listing page (2.2.4). If “No”, user will remain on this page.
4 Delivery Mechanism:* 5 Specify Other Delivery Mechanism:* (If Other is selected) 6 Was this training or TA timely?:* Was this training or TA effective?:* 7 Explain why you believe the training or TA was not timely or effective:* (If No was selected) 500/500 characters left  Provide any additional description of this training/TA experience here: 1000/1000 characters left

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Page ID: 2.2.5

Page Title: Accomplishments and Barriers/Challenges (Capacity)

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Progress Reporting > Capacity > Accomplishments and Barriers/Challenges (Capacity)

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Accomplishment/Barrier” link will direct user to the Accomplishments and Barriers/Challenges Detail page (2.2.5.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the Accomplishments and Barriers/Challenges Detail page of the related record (2.2.5.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges (Capacity)

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you experienced while performing activities related to capacity building, such as building your advisory council or workgroups, leveraging resources, and training staff or subrecipients and communities. Each Accomplishment or Barrier will be listed in a table. Use the table heading links to sort Accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. You will also report on actions taken to resolve Barriers/Challenges related to Capacity during this reporting period.

Only update this section if you conducted Capacity-related activities or faced new Capacity-related Barriers/Challenges during this reporting period.

3

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5

Add Accomplishment or Barriers/Challenges

Name	6 Description	Type	Reporting Period
Name linked	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Name linked	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

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						Page ID: 2.2.5.1 Page Title: Accomplishments and Barriers/Challenges Detail (Capacity)
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Progress Reporting > Capacity > Accomplishments and Barriers/Challenges (Capacity) > Accomplishments and Barriers/Challenges Detail						1. The dropdown will display the Reporting Periods. 2. "Is this an Accomplishment or Barrier?" Type values will include: “Accomplishment” and “Challenge/ Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. FOR EXAMPLE, the PFS dropdowns will display the following Name values for Accomplishments: Engagement of State/Tribe/Jurisdiction level stakeholders; Convening leaders and stakeholders; Developing relationships among stakeholders; Building coalitions; Organizing agency networks; Coordination with Advisory Board; Engaging stakeholders to help sustain outcomes; Leveraging funding and other resources; Training State/Tribe/Jurisdiction stakeholders; Training subrecipient community stakeholders, coalitions, and service providers; Other infrastructure development; Planning for sustaining the infrastructure; Other Capacity Accomplishment (provide title in description bow below) The PFS dropdown will display the following Name values for Challenges/Barriers/Challenges: Lack of collaboration between stakeholders (e.g., between agencies, between coalitions, between jurisdictions and funded community levels); Major external community events like weather disasters; Jurisdictional contract or other delays getting sub-recipient communities on board; Insufficient/inadequate training/technical assistance provided directly by the project or partnering entity at the jurisdiction level; Insufficient/inadequate technical assistance provided directly by the project or partnering entity at the funded community level; Difficulties getting buy-in from partnering agencies; Inadequate time for project staff and members to devote to the project; Inadequate pool of qualified people for identifying members (SAC, SEOW, EBP Workgroup); Differing perspectives between the project and jurisdiction-level administrators (e.g., Single State Authority, Governor’s Office, tribal entity, etc.); No leadership or political commitment to substance abuse preventions;
Accomplishments and Barriers/Challenges Detail (Capacity) Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Capacity in this reporting period. 1 Reporting Period: 2 Is this an accomplishment or a barrier/challenge?:* 3 Accomplishment or Barrier/Challenge Name:* Describe the Accomplishment or Barrier/Challenge:* (maximum 3000 chars)

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Page ID: 2.2.5.1 (continued)

Page Title: Accomplishments and Barriers/Challenges Detail (Capacity)

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Progress Reporting > Capacity > Accomplishments and Barriers/Challenges (Capacity) > Accomplishments and Barriers/Challenges Detail

Inadequate funds to thoroughly implement SPF model; No coordination of funds; No capacity for monitoring objectives and goals; No capacity for leveraging of funds or in-kind donations; Under-developed prevention infrastructure; Limited incorporation of cultural competencies; Difficulty balancing efficiency vs. inclusion of project members; Limited time to implement the SPF step; Other Capacity Barrier (provide title in description box below).

4. This and the next question only appear if “Challenge/Barrier” selected for number 2 above.

5. If “Yes” selected for number 4 than this and next item will appear.

6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.2.5). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.2.5).

8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.2.5). If “No”, user will remain on this page.

4

Was technical assistance (TA) requested to help address this Barrier/Challenge?*

5

Date TA Requested: (if Yes selected)

NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page.

In what other ways did you address this Barrier/Challenge?

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Page ID: 2.3

Page Title: Planning

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Progress Reporting > Planning

1. Clicking the “Strategic Plan” link will direct the user to the Strategic Plan listing page (2.3.1).

2. Clicking the “Accomplishments and Barriers/Challenges” link will direct user to the Accomplishments and Barriers/Challenges listing page (2.3.2).

3. Clicking the “Health Disparities” link will direct user to the Health Disparities landing page (2.4).

Planning

Planning involves following logical sequential steps designed to produce specific results. The desired results (Outcomes) are based upon data obtained from a formal assessment of needs and resources. Thus, the plan outlines what will be done over time to create the desired change. 

  

1

Strategic Plan

Use this section to upload and describe your Strategic Plan. Please ask your Project Officers if this is a requirement for your <PROGRAM NAME> grant.  

2

Accomplishments and Barriers/Challenges

Track Accomplishments and Barriers/Challenges related to Planning

3

 Next: Behavioral Health Disparities

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Page ID: 2.3.1

Page Title: Strategic Plan

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Progress Reporting > Planning > Strategic Plan

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking Add a Record will direct the user to the Add/Edit Strategic Plan page (2.3.1.1).

4. Clicking the linked document name will direct user to the edit page for that document (2.3.1.1).

5. The description field should be truncated with “…" after 200 characters on this page.

Strategic Plan

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to upload and provide a brief description of your strategic plan. Note that this section is for uploading grantee-level, rather than community- or subrecipient-level documents. So do not load community- or subrecipient-level plans here.

This document may not be required by your grant program; so please ask you project officer if you need to upload. Once you upload the strategic plan, only update this section if you revised the plan.

3

Add a Record

4

Strategic Plan Document	5 Description
Document Name	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur
Document Name	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur

MRT <Program Name> Management Reporting Tool						Page 09
						Page ID: 2.3.1.1 Page Title: Add/Edit Strategic Plan
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Progress Reporting > Planning > Strategic Plan > Strategic Plan Detail						1. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Agenda text field. Note: Standard file types for the MRT are .doc, .docx., .pdf, .xls, .xlsx and the size limit is 10MB. 2. Clicking the “Save” button will save the record and return the user to the Strategic Plan listing page (2.3.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 3. Clicking the “Cancel” button will not save any changes and will return the user to the Strategic Plan Listing page (2.3.1). 4. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Strategic Plan Listing page (2.3.1). If “No”, user will remain on this page.
Add/Edit Strategic Plan Upload and provide a brief description of your Strategic Plan. Use the Browse button to select a file from your computer, enter a description, then click the Save button. Once you upload the Strategic Plan, only upload additional versions if you revised the plan. 1 Upload State-, Tribe-, or Territory-wide Strategic Plan Browse… Describe the document or any changes made to your strategic plan between the previous version and this one. If a plan was not available or not uploaded, describe the plan or guidelines you are using. (maximum 1000 chars)  Comments (maximum 1000 chars)

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Page ID: 2.3.2

Page Title: Accomplishments and Barriers/Challenges (Planning)

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Progress Reporting > Planning > Accomplishments and Barriers/Challenges (Planning)

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Accomplishment or Barrier/Challenge” link will direct user to the Accomplishments and Barriers/Challenges Detail page (2.3.2.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the Accomplishments and Barriers/Challenges Detail page of the related record (2.3.2.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges (Planning)

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you experienced while performing activities related to Planning. Each Accomplishment or Barrier will be listed in the table. Use the table heading links to sort accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. You will also report on actions taken to resolve Barriers/Challenges related to Planning during this reporting period.

Only update this section if you conducted Planning-related activities or faced new Planning-related Barriers/Challenges during this reporting period, for example if you revised your strategic plan.

4

5

3

Add Accomplishment or Barrier/Challenge

Name	6 Description	Type	Reporting Period
Name linked	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Name linked	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

MRT <Program Name> Management Reporting Tool						Page 0
						Page ID: 2.3.2.1 Page Title: Accomplishments and Barriers/Challenges Detail (Planning)
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Progress Reporting > Planning > Accomplishments and Barriers/Challenges (Planning) > Accomplishments Barriers/Challenges Detail (Planning)						1. The dropdown will display the Reporting Period values. 2. "Is this an Accomplishment or Barrier?" Type values will include: “Accomplishment” and “Challenge/Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. FOR EXAMPLE, the PFS dropdown will display the following Name values for Accomplishments: Involvement of public and private service systems in planning; Use of state-, tribal-, or territory-wide needs assessment in the development of the strategic plan; Discussion on adjustments based on on-going needs assessment activities; Identification of the State/Tribe/Jurisdiction level priorities; Articulation of a vision for prevention activities; Identification of key milestones and outcomes; Identification of appropriate funding mechanism(s); Identification of other sources of funding for the plan; Identification/coordination/ allocation of resources; Establishment of key policies; Other Planning Accomplishment (provide title in description bow below). The PFS dropdown will display the following Name values for Challenges/Barriers/Challenges: Lack of collaboration between stakeholders (e.g., between agencies, between coalitions, between jurisdictions and funded community levels); Major external community events like weather disasters; Jurisdictional contract or other delays getting sub-recipient communities on board; Differing perspectives between the project and jurisdiction-level administrators (e.g., Single State Authority, Governor’s Office, tribal entity, etc.); No leadership or political commitment to substance abuse preventions; Resistance to adopting SPF model; Difficulty convening members; Difficulty balancing efficiency vs, inclusion of project members; Disagreement among stakeholders regarding the project’s priorities or strategies; Disagreement among stakeholders about resource allocation procedures (i.e., alignment);
Accomplishments and Barriers/Challenges Detail (Planning) Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Planning in this reporting period. 1 Reporting Period: 2 Is this an Accomplishment or a Barrier/Challenge?:* 3 Accomplishment or Barrier/Challenge Name:* Describe the Accomplishment or Barrier/Challenge:* (maximum 3000 chars)

MRT <Program Name> Management Reporting Tool						Page 42
						Page ID: 2.3.2.1 Page Title: Accomplishments and Barriers/Challenges Detail (Planning) (Continued)
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Progress Reporting > Planning > Accomplishments and Barriers/Challenges (Planning) > Accomplishments Barriers/Challenges Detail (Planning)						Lack of stakeholder support for the SPF PFS plan; Inadequate time for project staff and members to devote to the project; Limited time to implement the SPF step; Other Planning Barrier (provide title in description box below). 4. This and the next question only appear if “Challenge/Barrier” selected for number 2 above. 5. If “Yes” selected for number 4 than this and next item will appear. 6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.3.2). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.3.2). 8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.3.2). If “No”, user will remain on this page.
4 Was technical assistance (TA) requested to help address this Barrier/Challenge?* 5 Date TA Requested: (if Yes selected) NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page. In what other ways did you address this Barrier/Challenge?
MRT <Program Name> Management Reporting Tool						Page 43
						Page ID: 2.4 Page Title: Behavioral Health Disparities
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Progress Reporting > Behavioral Health Disparities						1. Clicking the “Disparities Impact Statement (DIS)” link will direct user to the Disparities Impact Statement listing page (2.4.1) 2. Clicking the “Population(s) Experiencing the Disparity” link will direct user to the Population(s) Experiencing the Disparity listing page (2.4.2) 3. Clicking the “Focus and Data Gaps” link will direct user to the Population(s) Experiencing the Disparity-Grantee listing page (2.4.3) 4. Clicking the “Access to Prevention Efforts” link will direct user to the Access to Prevention Efforts listing page (2.4.4)
Behavioral Health Disparities SAMHSA defines behavioral health as mental/emotional well-being and/or actions that affect wellness. The phrase “behavioral health” is also used to describe service systems that encompass prevention and promotion of emotional health; prevention of mental and substance use disorders, substance use, and related problems; treatments and services for mental and substance use disorders; and recovery support (for more information see: https://www.samhsa.gov/data/national-behavioral-health-quality-framework). Healthy People 2020 defines health disparity as a “particular type of health difference that is closely linked with social, economic, and/or environmental disadvantage. Health disparities adversely affect groups of people who have systematically experienced greater obstacles to health based on their racial or ethnic group; religion; socioeconomic status; gender; age; mental health; cognitive, sensory, or physical disability; sexual orientation or gender identity; geographic location; or other characteristics historically linked to discrimination or exclusion.” In this section, we would like you to describe the efforts and activities that your state, tribe, or jurisdiction has undertaken in the <PROGRAM NAME> project to address Behavioral Health Disparities related to substance use disorders risks, prevalence, and outcomes. 1 Disparities Impact Statement (DIS) Upload Documents related to your Disparities Impact Statement. 2 Population(s) Experiencing the Disparity Specify the subpopulation(s) experiencing the Behavioral Health Disparity that you expect your subrecipients and High-Need Communities to directly serve or indirectly reach. 3 Focus and Data Gaps Information about ensuring subrecipients and High-Need Communities are focusing their efforts appropriately and on data gaps. 4 Access to Prevention Efforts information about technical assistance and/or guidance you provided to your subrecipients and High-Need Communities to increase access to prevention efforts

MRT <Program Name> Management Reporting Tool						Page 44
						Page ID: 2.4 (Continued) Page Title: Behavioral Health Disparities
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Progress Reporting > Behavioral Health Disparities						5. Clicking the “Use and Reach of Prevention Efforts” link will direct user to the Use and Reach of Prevention Efforts listing page (2.4.5) 6. Clicking the “Outcomes of Prevention Efforts” link will direct user to the Outcomes of Prevention Efforts listing page (2.4.6) 7. Clicking the “Accomplishments and Barriers/Challenges” link will direct user to the Accomplishments and Barriers/Challenges listing page (2.4.7) 8. Clicking the “Implementation” link will direct user to the Implementation page (2.5)
5 Use and Reach of Prevention Efforts Monitoring of community-level steps to address Behavioral Health Disparities. 6 Outcomes of Prevention Efforts Assessment of Behavioral Health Disparities outcomes at the community level. 7 Accomplishments and Barriers/Challenges Track Accomplishments and Barriers/Challenges related to Behavioral Health Disparities. 8 Next:  Implementation

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Page ID: 2.4.1

Page Title: Disparities Impact Statement

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Progress Reporting > Behavioral Health Disparities > Disparities Impact Statement

1. Only SPO and higher roles will see this field. SPOs will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current MRT reporting period

3. Clicking Add Document will direct the user to the Add/Edit Disparities Impact Statement page (2.4.1.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked document name will direct user to that document’s Add/Edit Disparities Impact Statement page (2.4.1.1).

Disparities Impact Statement (DIS)

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to upload your Disparities Impact Statement (DIS). Once you upload the DIS, approved by your SPO, you will only update this section if there are newly identified disparate population(s) or if you are revising plans to improve the quality of programming to address the needs (access, use/reach, outcomes) of the disparate population. If you do not have an approved DIS, please continue to work with your project officer to finalize it as soon as possible. You should not enter any additional information in the Behavioral Health Disparities module until it is approved.

3

4

5

Add Document

Filename	Upload Date	Description
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur

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Page ID: 2.4.1.1

Page Title: Add/Edit Disparities Impact Statement

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Progress Reporting > Behavioral Health Disparities > Disparities Impact Statement > Add/Edit Disparities Impact Statement

1. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Disparities Impact Statement text field. Note: Standard file types for the MRT are .doc, .docx., .pdf, .xls, .xlsx and the size limit is 10MB.

2. Clicking the “Save” button will save the record and return the user to the Disparities Impact Statement listing page (2.4.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

3. Clicking the “Cancel” button will not save any changes and will return the user to the Disparities Impact Statement listing page (2.4.1).

4. Clicking the “Delete” button will delete the record and return the user to the Disparities Impact Statement listing page (2.4.1).

Add/Edit Disparities Impact Statement

Use this section to upload your Disparities Impact Statement (DIS).

Upload Disparities Impact Statement:*

1

Browse…

Document: Description:*

(maximum 1000 chars)

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Page 47

Page ID: 2.4.2

Page Title: Populations Experiencing the Disparity

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Progress Reporting > Behavioral Health Disparities > Populations Experiencing the Disparity

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Clicking the Add a Record button will direct the user to Add/Edit Population Experiencing the Disparity page (2.4.2.1).

3. Clicking the linked column header will sort the records in ascending and descending order by the related column.

4. Clicking the linked Baseline Record Date or Follow-up Record Date will direct user to the relevant Add/Edit Population Experiencing the Disparity page (2.4.2.1).

5. Clicking the linked Add Follow-Up Record will direct user to the relevant Add/Edit Population Experiencing the Disparity page (2.4.2.1). Baseline questions are listed in on the Add/Edit Population Experiencing the Disparity page (2.4.2.1); question wording and table headings vary slightly for follow-up records.

Population(s) Experiencing the Disparity

According to Healthy People 2020, “Although the term disparities is often interpreted to mean racial or ethnic disparities, many dimensions of disparity exist in the United States, particularly in health. If a health outcome is seen to a greater or lesser extent between populations, there is disparity.” We are asking grantees to specify the population(s) experiencing the disparity within the context of your High-Need Community(ies) and subrecipients.

Grantees may describe the population(s) experiencing the disparity using a broad demographic or cultural category - or “subpopulation”. The DIS asks you to use publicly available data to identify subpopulations within your High-Need Communities. You may quantify subpopulations more specifically as a “disparate population” using data and a designated comparison group. For example, you may identify the subpopulations by “race” and the disparate population as “Black or African American”. However, just because you can separate out a subpopulation (e.g., age separated out by age ranges), does not mean you should identify it as disparate. You should only consider a population “disparate” if you identify a specific race, ethnicity, sex, or LGBTQ identity using a data-driven justification.

In the linked pages, you will first specify the subpopulations experiencing the disparity within each of your subrecipient or selected High-Need Communities and estimate how many individuals from that subpopulation you intend to directly serve or indirectly reach annually.

1

Select Grantee:

Click on the Add a Record button to enter data for a specific subrecipient or high-need community. In the Record Listing, click on the Name link to edit a previously added record. Click on Add Follow-up Data to add follow-up data for a previously entered subrecipient or High-Need Community. 

2

4

3

Add a Record

Subrecipient OR High-Need Community	Baseline Record Date	Follow-Up Record Date(s)	5
Name	mm/dd/yyyy	mm/dd/yyyy	Add Follow-Up Record
Name	mm/dd/yyyy	mm/dd/yyyy	Add Follow-Up Record

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Page ID: 2.4.2.1

Page Title: Add/Edit Populations Experiencing the Disparity

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Progress Reporting > Behavioral Health Disparities > Populations Experiencing the Disparity > Add/Edit Population Experiencing Disparity

1. If no, the grantee must select a subrecipient or a high-need community. If yes, the subrecipient and high-need community drop downs will be hidden. For follow-up records, this question is not editable.

2. Select the Subrecipient OR the High-need Community by clicking on the dropdown box (list populates from subrecipients or high-need communities entered by grantee on the Subrecipient and Selected High-need Community information page – 1.4). Selecting a subrecipient or a high-need community then displays the remaining sections of this page as relevant to that subrecipient or high-need community. For follow-up records, these questions are not editable.

3. Grantees can select all that apply here. For follow-up records, this question is prepopulated.

4. If “Selection of disparate population(s) in progress” selected then the next table will not appear. Grantees will only see number 7.

5. Population will be populated by the checked items from number 3 above. For follow-up records, this question will change to “…how many individuals this subrecipient or high-need community directly served and indirectly reached with their <PROGRAM NAME> efforts this reporting period.”.

6. Number Expect to Directly Serve or Indirectly Reach will be free text fields that only accept numeric values. For follow-up records, the headings will change to “Number Directly Served” and “Number Indirectly Reached”.

7. This field will be a free text field that allows a maximum of 1,000 characters. After responding, grantees will only see the save, cancel, and delete buttons.

Add/Edit Population(s) Experiencing the Disparity

1

Are all subrecipients or high-need communities all focusing on the same disparate and subpopulation(s)?

2

Select Subrecipient:

OR

Select High-Need Community:

3

From the subpopulations below, please select all of the disparate populations on which this subrecipient or high-need community is focusing their <PROGRAM NAME> efforts:*

Race: African American/Black American Indian or Alaska Native Asian Native Hawaiian or Other Pacific Islander White Two or more races Ethnicity: Hispanic or Latino Not Hispanic or Latino

Sex: Male Female LGBTQ 4 Selection of disparate population(s) in progress

For each disparate population below provide estimates for how many individuals you expect this subrecipient or high-need community to directly serve and indirectly reach with their <PROGRAM NAME> efforts per year.

Disparate Population	Number Expect to Directly Serve	Number Expect to Indirectly Reach
5 Population	6	6
Population
Population

7

Describe why this subrecipient or high-need community has not yet identified a disparate population, when it intends to do so, and how soon implementation will begin:*

(maximum 1000 chars)

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Page ID: 2.4.2.1 (Continued)

Page Title: Add/Edit Populations Experiencing the Disparity

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Progress Reporting > Behavioral Health Disparities > Populations Experiencing the Disparity > Add/Edit Population Experiencing Disparity

8. Grantees can select all that apply here. For follow-up records, this question is prepopulated.

9. If “No other …” selected then the next table will not appear.

10. Population will be populated by the checked subpopulations from number 8 above. For follow-up records, this question will change to “…how many individuals this subrecipient or high-need community directly served and indirectly reached with their <PROGRAM NAME> efforts this reporting period”.

11. Number Expect to Directly Serve or Indirectly Reach will be free text fields that only accept numeric values. For follow-up records, the headings will change to “Number Directly Served” and “Number Indirectly Reached”.

12. This field will be a free text field that allows a maximum of 1,000 characters. After responding, grantees will only see the save, cancel, and delete buttons. This question will only appear if “yes” is selected in the question above.

13. Clicking the “Save” button will save the record and return the user to the Populations Experiencing the Disparity listing page (2.4.2). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

14. Clicking the “Cancel” button will not save any changes and will return the user to the Populations Experiencing the Disparity listing page (2.4.2).

15. Clicking the “Delete” button will delete the record and return the user to the Populations Experiencing the Disparity listing page (2.4.2).

8

From the options below, please select any additional subpopulation(s) on which this subrecipient or high-need community is focusing their <PROGRAM NAME> efforts:*

Age: 12-17 years old 18-24 years old 25-34 years old 35-44 years old 45-54 years old 55-64 years old 65+ years old Residence: Urban City Town Suburb Rural

Socioeconomic Status: High Middle Low Other: Service members, veterans, and their families Persons with disabilities Persons with mental illness Other 9 No other demographic or cultural categories specifically addressed

10

For each subpopulation below provide estimates for how many individuals you expect this subrecipient or high-need community to directly serve and indirectly reach with their <PROGRAM NAME> efforts per year.

Subpopulation	Number Expect to Directly Serve	Number Expect to Indirectly Reach
Population	11	11
Population
Population

Has the population(s) experiencing the disparity changed since the last reporting period?

Describe how and why the population(s) experiencing the disparity has changed.

12

(maximum 1000 chars)

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Page ID: 2.4.3

Page Title: Focus and Data Gaps

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Progress Reporting > Behavioral Health Disparities > Focus and Data Gaps

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Clicking the Add a Record button will direct the user to Focus and Data Gaps page (2.4.3.1).

3. Clicking the linked column header will sort the records in ascending and descending order by the related column.

Focus and Data Gaps

The following section ensures that your subrecipients and high-need communities focus on the subpopulation(s) experiencing the disparities and asks about any data gaps related to the disparate and subpopulation(s) that you identified.

1

Select Grantee:

Grantee Reporting Period:

Click on the Add a Record button to enter data for a new reporting period. 

2

Add a Record

3

Reporting Period

mm/dd/yyyy

mm/dd/yyyy

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						Page ID: 2.4.3.1 Page Title: Add/Edit Focus and Data Gaps
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Progress Reporting > Behavioral Health Disparities > Focus and Data Gaps > Add/Edit Focus and Data Gaps						1. This field will be a free text field that allows a maximum of 1,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 2. This field will be a free text field that allows a maximum of 1,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 3. This field will be a free text field that allows a maximum of 1,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 4. Clicking the “Save” button will save the record and return the user to the Focus and Data Gaps listing page (2.4.3). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 5. Clicking the “Cancel” button will not save any changes and will return the user to the Focus and Data Gaps listing page (2.4.3). 6. Clicking the “Delete” button will delete the record and return the user to the Focus and Data Gaps listing page (2.4.3).
Add/Edit Focus and Data Gaps The following questions ask about ensuring that your subrecipients and high-need communities focus on the subpopulation(s) experiencing the disparities and about any data gaps related to the disparate and subpopulation(s) that you identified. 1 What steps did you take to ensure that your subrecipients and high-need communities are focusing on the identified disparate subpopulation(s)?* (maximum 1000 chars) 2 Describe any data gaps you identified related to the disparate or subpopulation(s). Please be specific. If no data gaps currently exist, please enter “n/a” for not applicable. (maximum 1000 chars) 3 For any data gaps described above, please explain how you are addressing the gaps. If you had none, please enter “n/a” for not applicable. (maximum 1000 chars)
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						Page ID: 2.4.4 Page Title: Access to Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Access to Prevention Efforts						1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu. 2. Clicking the Add a Record button will direct the user to Add/Edit Access to Prevention Efforts page (2.4.4.1). 3. Clicking the linked column header will sort the records in ascending and descending order by the related column.
Access to Prevention Efforts Increasing access to prevention efforts is an important part of reducing behavioral health disparities. Use this section to enter information about technical assistance and/or guidance you provided to your subrecipients and high-need communities to increase access to prevention efforts for their identified disparate subpopulations. Be sure to consider this as it relates to implementation of policies, practices, and/or programs to address behavioral health disparities. 1 Select Grantee: Grantee Reporting Period: Click on the Add a Record button to enter data for a new reporting period.  2 3 Add a Record Reporting Period mm/dd/yyyy mm/dd/yyyy

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						Page ID: 2.4.4.1 Page Title: Add/Edit Access to Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Access to Prevention Efforts > Add/Edit Access to Prevention Efforts						1. This field will be a free text field that allows a maximum of 3,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 2. This field will be a free text field that allows a maximum of 3,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed.
Add/ Edit Access to Prevention Efforts Use this section to enter information about technical assistance and/or guidance you provided to your subrecipients and high-need communities to increase access to prevention efforts for their identified disparate subpopulations Briefly describe the specific strategies implemented to address behavioral health disparities in your high-need community(ies). Include any information on how you, as the grantee, are supporting its/their progress. 1 (maximum 3000 chars) If you used a planning model, please briefly describe the model you are using and how you are ensuring your high-need community(ies) integrated it into its/their approach to addressing behavioral health disparities. If you did not use a planning model, enter “n/a” for not applicable. Note: you will report general updates in the Implementation section, anything reported here should be specific to behavioral health disparities. 2 (maximum 3000 chars) From the list below, please select the strategies you developed and implemented to ensure that your high-need communities understand and are using the National CLAS Standards. Increased participation of disparate and subpopulations on advisory boards and workgroups Developed strategic partnerships and collaborations with the goal of preventing behavioral health disparities among disparate and subpopulations Increased capacity and readiness of high-need communities to prevent behavioral health disparities among identified disparate and subpopulations Implemented diverse cultural health beliefs and practices Used preferred languages Addressed health literacy and other communication needs of all disparate and subpopulations Other Specify Other:* (If Other Checked)
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						Page ID: 2.4.4.1 (Continued) Page Title: Add/Edit Access to Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Access to Prevention Efforts > Add/Edit Access to Prevention Efforts						3. This field will be a free text field that allows a maximum of 3,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 4. Clicking the “Save” button will save the record and return the user to the Access to Prevention Efforts listing page (2.4.4). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 5. Clicking the “Cancel” button will not save any changes and will return the user to the Access to Prevention Efforts listing page (2.4.4). 6. Clicking the “Delete” button will delete the record and return the user to the Access to Prevention Efforts listing page (2.4.4).
3 How are communities documenting and monitoring use of National CLAS Standards? (maximum 3000 chars)

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						Page ID: 2.4.5 Page Title: Use and Reach of Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Use and Reach of Prevention Efforts						1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu. 2. Clicking the Add a Record button will direct the user to Add/Edit Use and Reach of Prevention Efforts page (2.4.5.1). 3. Clicking the linked column header will sort the records in ascending and descending order by the related column.
Use and Reach of Prevention Efforts Ensuring that the prevention efforts reach the populations experiencing the behavioral health disparity and that they in turn use them is another important factor. Use this section to enter information about steps you are taking to monitor implementation at the community level to address behavioral health disparities. 1 Select Grantee: Grantee Reporting Period: Click on the Add a Record button to enter data for a new reporting period.  2 3 Add a Record Reporting Period mm/dd/yyyy mm/dd/yyyy

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						Page ID: 2.4.5.1 Page Title: Add/Edit Use and Reach of Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Use and Reach of Prevention Efforts > Add/Edit Use and Reach of Prevention Efforts						1-4. These fields will be a free text fields that allow a maximum of 3,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 5. Clicking the “Save” button will save the record and return the user to the Use and Reach of Prevention Efforts listing page (2.4.5). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 6. Clicking the “Cancel” button will not save any changes and will return the user to the Use and Reach of Prevention Efforts listing page (2.4.5). 7. Clicking the “Delete” button will delete the record and return the user to the Use and Reach of Prevention Efforts listing page (2.4.5).
Add/Edit Use and Reach of Prevention Efforts Ensuring that the prevention efforts reach the populations experiencing the behavioral health disparity and that they in turn use them is another important factor. Use this section to enter information about steps you are taking to monitor implementation at the community level to address behavioral health disparities. How do you monitor the efforts related to addressing behavioral health disparities at the community level? 1 (maximum 3000 chars) What are your data collection processes related to behavioral health disparities data? 2 1 (maximum 3000 chars) How are you determining the accuracy of numbers directly served and numbers indirectly reached for each subrecipient and high-need community? 3 1 (maximum 3000 chars) How are you helping communities use their data to address the identified behavioral health disparities? 4 1 (maximum 3000 chars)
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						Page ID: 2.4.6 Page Title: Outcomes of Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Outcomes of Prevention Efforts						1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu. 2. Clicking the Add a Record button will direct the user to Add/Edit Outcomes of Prevention Efforts page (2.4.6.1). 3. Clicking the linked column header will sort the records in ascending and descending order by the related column.
Outcomes of Prevention Efforts The goal is for prevention efforts is to produce positive outcomes for those experiencing disparities. Use this section to enter additional information on how you will assess behavioral health disparities outcomes at the community level. 1 Select Grantee: Grantee Reporting Period: Click on the Add a Record button to enter data for a new reporting period.  2 3 Add a Record Reporting Period mm/dd/yyyy mm/dd/yyyy

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						Page ID: 2.4.6.1 Page Title: Add/Edit Outcomes of Prevention Efforts
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Progress Reporting > Behavioral Health Disparities > Outcomes of Prevention Efforts > Add/Edit Outcomes of Prevention Efforts						1-3. These fields will be a free text fields that allow a maximum of 3,000 characters. Responses will be carried over across reporting periods. Grantees can edit if needed. 4. Clicking the “Save” button will save the record and return the user to the Outcomes of Prevention Efforts listing page (2.4.6). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 5. Clicking the “Cancel” button will not save any changes and will return the user to the Outcomes of Prevention Efforts listing page (2.4.6). 6. Clicking the “Delete” button will delete the record and return the user to the Outcomes of Prevention Efforts listing page (2.4.6).
Add/Edit Outcomes of Prevention Efforts The goal is for prevention efforts is to produce positive outcomes for those experiencing disparities. Use this section to enter additional information on how you will assess behavioral health disparities outcomes at the community level. How are you monitoring outcomes related to disparate subpopulations at the community level? 1 (maximum 3000 chars) Describe how you use outcome data related to disparate subpopulations to evaluate processes and/or make programmatic adjustments to address your identified priorities and issues. 2 (maximum 3000 chars) Describe other ways that you use programmatic data to demonstrate the impact of your efforts on reducing behavioral health disparities. 3 (maximum 3000 chars)

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Page ID: 2.4.7

Page Title: Accomplishments and Barriers/ Challenges (Health Disparities)

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Progress Reporting > Behavioral Health Disparities > Accomplishments and Barriers/Challenges (Health Disparities)

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Accomplishment or Barrier/ Challenge” link will direct user to the Accomplishments and Barriers/Challenges Detail page (2.4.7.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the Accomplishments and Barriers/Challenges Detail page of the related record (2.4.7.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges (Behavioral Health Disparities)

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you experienced while performing activities related to Behavioral Health Disparities. Each Accomplishment or Barrier will be listed in the table. Use the table heading links to sort accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. You will also report on actions taken to resolve Barriers/Challenges related to Behavioral Health Disparities during this reporting period.

Only update this section if you conducted Behavioral Health Disparities -related activities or faced new Behavioral Health Disparities-related Barriers/Challenges during this reporting period.

4

5

3

Add Accomplishment or Barrier/Challenge

Name	6 Description	Type	Reporting Period
Name linked	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Name linked	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

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						Page ID: 2.4.7.1 Page Title: Accomplishments and Barriers/ Challenges Detail (Health Disparities)
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Progress Reporting > Behavioral Health Disparities > Accomplishments and Barriers/Challenges (Health Disparities) > Accomplishments and Barriers Detail (Health Disparities)						1. The dropdown will display the Reporting Period values. 2. "Is this an Accomplishment or Barrier?" Type values will include: “Accomplishment” and “Challenge/Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. The dropdown Lists will be populated with potential accomplishments or challenge/barriers related to health disparities in the areas of data, access, use and reach, and outcomes. Each list will contain an “Other” option.
Accomplishments and Barriers/Challenges Detail (Behavioral Health Disparities) Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Behavioral Health Disparities in this reporting period. 1 Reporting Period: 2 Is this an Accomplishment or a Barrier/Challenge?:* 3 Accomplishment or Barrier/Challenge Name:* Describe the Accomplishment or Barrier/Challenge:* (maximum 3000 chars)
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						Page ID: 2.4.7.1 (Continued) Page Title: Accomplishments and Barriers/ Challenges Detail (Health Disparities)
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Progress Reporting > Behavioral Health Disparities > Accomplishments and Barriers/Challenges (Health Disparities) > Accomplishments and Barriers Detail (Health Disparities)						4. This and the next question only appear if “Challenge/Barrier” selected for number 2 above. 5. If “Yes” selected for number 4 than this and next item will appear. 6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.4.7). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.4.7). 8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.4.7). If “No”, user will remain on this page.
4 Was technical assistance (TA) requested to help address this Barrier/Challenge?* 5 Date TA Requested: (if Yes selected) NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page. In what other ways did you address this Barrier/Challenge?
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						Page ID: 2.5 Page Title: Implementation
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Progress Reporting > Implementation						ONLY LINKS RELEVANT TO THE PROGRAM WILL APPEAR HERE 1. Clicking the “Accomplishments and Barriers/Challenges” link will direct user to the Accomplishments and Barriers/Challenges listing page (2.5.1). 2. PFS ONLY: Clicking the "Subrecipient Progress" link will direct user to the Subrecipient Progress landing page (2.5.2). 3. Clicking the "Promising Approaches and Innovation" link will direct user to the Promising Approaches and Innovations landing page (2.5.3). 4. Clicking the “Evaluation” link will direct user to the Evaluation landing page (2.6).
Implementation Implementation is the point at which you or your subrecipient communities conduct your intervention activities. 1 Accomplishments and Barriers/Challenges Track accomplishments and Barriers/Challenges related to Implementation. 2 Subrecipient Progress Add or update information on the current progress of your subrecipient communities. 3 2 Promising Approaches and Innovation Provide information on exemplary Promising Approaches or Innovations implemented by your subrecipient communities. 4 Next : Evaluation

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Page ID: 2.5.1

Page Title: Accomplishments and Barriers/Challenges (Implementation)

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Progress Reporting > Implementation > Accomplishments and Barriers/Challenges (Implementation)

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Accomplishment/Barrier” link will direct user to the Accomplishments and Barriers/Challenges Detail page (2.5.1.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the edit page of the related Accomplishments and Barriers/Challenges Detail record (2.5.1.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you or your subrecipients experienced while performing activities related to Implementation. Each Accomplishment or Barrier will be listed in a table. Use the table heading links to sort Accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. You will also report on actions taken to resolve Barriers/Challenges related to Implementation during this reporting period.

Only update this section if you or your subrecipients conducted Implementation-related activities or faced new Implementation-related Barriers/Challenges during this reporting period, for example if you funded subrecipients or if your subrecipient communities began implementing interventions.

3

4

5

Add Accomplishment/Barrier

Name	6 Description	Type	Reporting Period
Accomplishment/Barrier	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Accomplishment/Barrier	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

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						Page ID: 2.5.1.1 Page Title: Accomplishments and Barriers/Challenges (Implementation)
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Progress Reporting > Implementation > Accomplishments and Barriers/Challenges (Implementation) > Accomplishments and Barriers/Challenges Detail						1. The dropdown will display the Reporting Period values. 2. "Is this an accomplishment or a barrier?" Values will include: “Accomplishment” and “Challenge/Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. FOR EXAMPLE, the PFS dropdown will display the following Name values for Accomplishments: Monitoring the development and implementation of community-level strategic plans; Developing a process for selection of evidence-based policies, programs, and practices; Selection of evidence-based interventions (policies, programs, practices); Obtaining evidence that selected interventions are proven effective in research settings and communities; Adapting interventions to ensure cultural competence while preserving core program elements; Monitoring the implementation of subrecipient interventions; Other Implementation Accomplishment (provide title in description box below). The PFS dropdown will display the following Name values for Challenges/Barriers/Challenges: Lack of collaboration between stakeholders (e.g., between agencies, between coalitions, between jurisdictions and funded community levels); Major external community events like weather disasters; Jurisdictional contract or other delays getting sub-recipient communities on board; No leadership or political commitment to substance abuse preventions; Inadequate funds to thoroughly implement SPF model; Lack of information on how to incorporate cultural competencies; Staff turnover; Limited stakeholder support for the SPF PFS plan; Inadequate knowledge of evidence based programs, policies, and practices that are relevant for our goals; Limited evidence-based programs, policies, and practices that are relevant for our goals; Difficulties getting schools on board for implementation; Need to adapt evidence-based programs, policies, and practices for our local cultural and context;
Accomplishments and Barriers/Challenges Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Implementation in this reporting period. 1 Reporting Period: 2 Is this an Accomplishment or a Barrier?:* 3 Accomplishment/Barrier Name:* Describe the Accomplishment or Barrier:* (maximum 3000 chars)
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						Page ID: 2.5.1.1 (Continued) Page Title: Accomplishments and Barriers/Challenges (Implementation)
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Progress Reporting > Implementation > Accomplishments and Barriers/Challenges (Implementation) > Accomplishments and Barriers/Challenges Detail						Other Implementation Barrier (provide title in description box below). 4. This and the next question only appear if “Challenge/Barrier” selected for number 2 above. 5. If “Yes” selected for number 4 than this and next item will appear. 6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.5.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.5.1). 8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.5.1). If “No”, user will remain on this page.
4 Was technical assistance (TA) requested to help address this Barrier/Challenge?* 5 Date TA Requested: (if Yes selected) NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page. In what other ways did you address this Barrier/Challenge?
MRT <Program Name> Management Reporting Tool						Page 67
						Page ID: 2.5.2 Page Title: Subrecipient Progress
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Progress Reporting > Implementation > Subrecipient Progress						CURRENTLY PFS ONLY; WILL ONLY INCLUDE FOR OTHER PROGRAMS AS RELEVANT 1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu. 2. Select the Subrecipient by clicking on the dropdown box (from subrecipients entered by grantee on the Subrecipients information page – 1.4). Users will then be allowed to enter the description. The description will not be saved until the user clicks the Save button. 3. Clicking the “Save” button will save the record and return the user to the Implementation landing page (2.5). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 4. Clicking the “Cancel” button will not save any changes and will return the user to the Implementation landing page (2.5). 5. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Implementation landing page (2.5). If “No”, user will remain on this page.
Subrecipient Progress 1 Select Grantee: Please select the Subrecipient Community for which you want to provide a brief description of where they are in the <PROGRAM NAME> process and their accomplishments to date.  2 Select Subrecipient: Briefly describe where this Subrecipient is in the <PROGRAM NAME> process and their accomplishments to date:* (maximum 1000 chars)

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Page ID: 2.5.3

Page Title: Promising Approaches and Innovations

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Progress Reporting > Implementation > Promising Approaches and Innovations

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Approach or Innovation” link will direct user to the Promising Approaches and Innovations Detail page (2.5.3.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the the related Promising Approaches and Innovations Detail page (2.5.3.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Promising Approaches and Innovations

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any promising approaches or innovations that your subrecipients or high-need communities demonstrated during their implementation of the <PROGRAM NAME> grant

Only update this section if your subrecipients or high-need communities implemented new promising approaches or innovations during this reporting period.

3

5

4

Add Approach or Innovation

Name	6 Description	Type	Reporting Period
Approach/Innovation Name	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Approach/Innovation Name	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

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Page ID: 2.5.3.1

Page Title: Promising Approaches and Innovations (Detail)

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Progress Reporting > Implementation > Promising Approaches and Innovations > Promising Approaches and Innovations (Detail)

NEW PAGE FOR ALL PROGRAMS

1. The dropdown will display the Reporting Period values.

2. Select the Subrecipient or the High-need Community by clicking on the dropdown box (from entries on the Subrecipient and Selected High-need Community information page – 1.4). Selecting a subrecipient then displays the remaining sections of this page as relevant to that subrecipient.

3. This field is a free text fields that allow a maximum of 1,000 characters.

4. Clicking the “Save” button will save the record and return the user to the Promising Approaches landing page (2.5.3). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

5. Clicking the “Cancel” button will not save any changes and will return the user to the Promising Approaches landing page (2.5.3).

6. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Promising Approaches landing page (2.5.3). If “No”, user will remain on this page.

Promising Approaches and Innovations Detail

1

Reporting Period:

Use this section to describe any promising approaches or innovations that your subrecipient communities demonstrated during their implementation of the [GRANT NAME HERE].

Please select the Subrecipient or High-Need Community for which you want to provide a description of their promising approach or innovation. 

Select Subrecipient:

2

OR

Select High-Need Community:

Promising Approach or Innovation Name:*

Briefly describe the promising approach or innovation implemented by the Subrecipient community:*

3

(maximum 1000 chars)

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Page ID: 2.6

Page Title: Evaluation

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Progress Reporting > Evaluation

ONLY LINKS RELEVANT TO THE PROGRAM WILL APPEAR HERE

1. Clicking the “Evaluation Plan” link will direct user to the Evaluation Plan upload page (2.6.1).

2. PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS: Clicking the “Evaluation Report” link will direct the user to the Evaluation Report upload page (2.6.2).

3. PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS: Clicking the “Other Document Upload” link will direct user to the Other Document Upload listing page (2.6.3).

4. PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS: Clicking the “Accomplishments and Barriers/Challenges” link will take the user to the Accomplishments and Barriers/Challenges listing page (2.6.4).

5. Clicking the “Sustainability” link will direct user to Sustainability landing page (2.7).

Evaluation

The Evaluation Step is comprised of conducting, analyzing, reporting on and using the results of outcome evaluation.  Outcome evaluation involves collecting and analyzing information about whether the intended Goals and Objectives were achieved.  Evaluation results identify areas where modifications to prevention strategies may be needed, and can be used to help plan for sustaining the prevention effort as well as future endeavors.

1

Evaluation Plan

Upload your evaluation plan.

2

Evaluation Report

Upload your evaluation report.

3

Other Document Upload

Upload documents other than the evaluation and site visit reports.

4

Accomplishments and Barriers/Challenges

Track Accomplishments and Barriers/Challenges related to Evaluation.

5

Next:  Sustainability

MRT

<Program Name> Management Reporting Tool

Page 01

Page ID: 2.6.1

Page Title: Evaluation Plan

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Progress Reporting > Evaluation > Evaluation Plan

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the "Add Evaluation Plan" link will direct user to the Evaluation Plan upload page (2.6.1.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked Document will direct user to the to the relevant Evaluation Plan upload page (2.6.1.1).

Evaluation Plan

1

Select Grantee:

2

Grantee Reporting Period:

Upload and provide a brief description of your evaluation plan. Please check with your project officer to find out whether this upload is required or optional.  

4

5

3

Add Evaluation Plan

Filename	Upload Date	Description
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur

MRT

<Program Name> Management Reporting Tool

Page 72

Page ID: 2.6.1.1

Page Title: Evaluation Plan Upload

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Progress Reporting > Evaluation > Evaluation Plan > Evaluation Plan Upload

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Agenda text field. Note: Standard file types for the MRT are .doc, .docx., .pdf, .xls, .xlsx and the size limit is 10MB.

4. Clicking the “Save” button will save the record and return the user to the Evaluation Plan listing page (2.6.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

5. Clicking the “Cancel” button will not save any changes and will return the user to the Evaluation Plan listing page (2.6.1).

Evaluation Plan Upload

1

Select Grantee:

2

Grantee Reporting Period:

Upload and provide a brief description of your evaluation plan. Please check with your project officer to find out whether this upload is required or optional. Use the Browse button to select a file from your local computer and then click the Upload Evaluation Plan button. 

3

Upload Evaluation Plan

Browse…

Description:*

(maximum 1000 chars)

MRT

<Program Name> Management Reporting Tool

Page 03

Page ID: 2.6.2

Page Title: Evaluation Report

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Progress Report

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Progress Reporting > Evaluation > Evaluation Report

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the "Add Evaluation Report" link will direct user to the Evaluation Report upload page (2.6.2.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked Document will direct user to the to the relevant Evaluation Report upload page (2.6.2.1).

Evaluation Report

1

Select Grantee:

2

Grantee Reporting Period:

Upload and provide a brief description of your evaluation report Please check with your project officer to find out whether this upload is required or optional.  

4

5

3

Add Evaluation Report

Filename	Upload Date	Description
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur

MRT

<Program Name> Management Reporting Tool

Page 74

Page ID: 2.6.2.1

Page Title: Evaluation Report Upload

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Quarterly Progress Reporting > Evaluation > Evaluation Report > Evaluation Report Upload

PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS – CLEARLY STATE IF REQUIRED OR OPTIONAL FOR THE PROGRAM

1. Only Project Officers and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Agenda text field. Note: Standard file types for the MRT are .doc, .docx., .pdf, .xls, .xlsx and the size limit is 10MB.

4. Clicking the “Save” button will save the record and return the user to the Evaluation Report listing page (2.6.2). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

5. Clicking the “Cancel” button will not save any changes and will return the user to the Evaluation Report listing page (2.6.2).

Evaluation Report Upload

1

Select Grantee:

2

Grantee Reporting Period:

Upload and provide a brief description of your evaluation report. Use the Browse button to select a file from your computer, enter a description, then click the Save button. Please check with your project officer to find out whether this upload is required or optional.

Upload Final Evaluation Report:

3

Browse…

Description:*

(maximum 1000 chars)

MRT

<Program Name> Management Reporting Tool

Page 0

Page ID: 2.6.3

Page Title: Other Document Upload

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Progress Reporting > Evaluation > Other Document Upload

PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS

1. The “Other Document Upload” page allows grantees to upload any additional documents they wish to provide to CSAP.

2. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

3. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

4. Clicking the "Add Other Document" link will direct user to the "Other Document" upload page (2.6.3.1).

5. Clicking the linked column header will sort the records in ascending and descending order by the related column.

6. Clicking the linked “Filename” will direct user to the to the relevant "Other Document" upload page (2.6.3.1).

1

Other Document Upload

2

Select Grantee:

3

Grantee Reporting Period:

Upload documents other than evaluation plans or reports.

5

4

6

Add Other Document

Filename	Upload Date	Description
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur
Document	mm/dd/yyyy	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur

MRT

<Program Name> Management Reporting Tool

Page 06

Page ID: 2.6.3.1

Page Title: Other Document Upload Detail

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Progress Reporting > Evaluation > Other Document Upload > Other Document Upload Detail

PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS

1. Clicking the “Browse” button will allow user to search for a file from their computer. Clicking the “Open” button will load the file name into the Upload Agenda text field. Note: Standard file types for the MRT are .doc, .docx., .pdf, .xls, .xlsx and the size limit is 10MB.

2. Clicking the “Save” button will save the record and return the user to the Other Document Upload listing page (2.6.3). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

3. Clicking the “Cancel” button will not save any changes and will return the user to the Other Document Upload listing page (2.6.3).

4. Clicking the “Delete” button will delete the record and return the user to the Other Document Upload listing page (2.6.3).

Other Document Upload Detail

Upload and provide a brief description of documents other than evaluation plans or evaluation reports. Use the Browse button to select a file from your local computer and then click the Upload Other Document button.

1

Upload Other Document:

Browse…

Other Document: Description:*

(maximum 1000 chars)

MRT

<Program Name> Management Reporting Tool

Page 0

Page ID: 2.6.4

Page Title: Accomplishments and Barriers/Challenges (Evaluation)

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Progress Reporting > Evaluation > Accomplishments and Barriers/Challenges (Evaluation)

PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Accomplishment/Barrier” link will direct user to the Accomplishments and Barriers/Challenges Detail page (2.6.4.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the Accomplishments and Barriers/Challenges Detail page of the related record (2.6.4.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you experienced while performing activities related to Evaluation. Each Accomplishment or Barrier will be listed in a table. Use the table heading links to sort Accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. You will also report on actions taken to resolve Barriers/Challenges related to Evaluation during this reporting period.

Only update this section if you or your subrecipients conducted Evaluation-related activities or faced new Evaluation-related Barriers/Challenges during this reporting period.

3

5

Add Accomplishment or Challenge/Barrier

Name	6 Description	Type	Reporting Period
4 Accomplishment/Barrier	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Accomplishment/Barrier	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

MRT <Program Name> Management Reporting Tool						Page 0
						Page ID: 2.6.4.1 Page Title: Accomplishments and Barriers/Challenges Detail (Evaluation)
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Progress Reporting > Evaluation > Accomplishments and Barriers/Challenges (Evaluation) > Accomplishments and Barriers/Challenges Detail						PFS, SPF-RX, AND OTHER RELEVANT PROGRAMS 1. The dropdown will display the Reporting Period values. 2. "Is this an Accomplishment or a Barrier?" Values will include: “Accomplishment” and “Challenge/Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. FOR EXAMPLE, the PFS dropdown will display the following Name values for Accomplishments: Monitor and evaluate all PFS activities; Development and implementation of community-level evaluation; Assess program effectiveness; Ensure service delivery quality; Encourage needed improvement; Promote sustainability of outcomes; Identify successes; and Other Evaluation Accomplishment (provide title in description box below). The PFS dropdown will display the following Name values for Challenges/Barriers/Challenges: Lack of collaboration between stakeholders (e.g., between agencies, between coalitions, between jurisdictions and funded community levels); Major external community events like weather disasters; Jurisdictional contract or other delays getting sub-recipient communities on board; Inadequate time for project staff and members to devote to the project; Lack of available data to assess differences for racial/ethnic minorities, LGBTQ, or other special populations; No capacity for monitoring objectives and goals; Under-development of existing data or performance monitoring infrastructure; Mismatch between level of disaggregation of available data (e.g., county) and communities being funded (e.g., towns within counties); Lack of data analysis or evaluation expertise; Limited time to implement the SPF step; Other Evaluation Barrier (provide title in description box below).
Accomplishments and Barriers/Challenges Detail (Evaluation) Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Evaluation in this reporting period. 1 Reporting Period: 2 Is this an Accomplishment or a Barrier/Challenge?:* 3 Accomplishment or Barrier/Challenge Name:* Describe the Accomplishment or Barrier/Challenge:* (maximum 3000 chars)

MRT

<Program Name> Management Reporting Tool

Page 79

Page ID: 2.6.4.1 (Continued)

Page Title: Accomplishments and Barriers/Challenges Detail (Evaluation)

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Progress Reporting > Evaluation > Accomplishments and Barriers/Challenges (Evaluation) > Accomplishments and Barriers/Challenges Detail

4. This and the next question only appear if “Barrier” selected for number 2 above.

5. If “Yes” selected for number 4 than this and next item will appear.

6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.6.4). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues.

7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.6.4).

8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.6.4). If “No”, user will remain on this page.

4

Was technical assistance (TA) requested to help address this Barrier/Challenge?*

5

Date TA Requested: (if Yes selected)

NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page.

In what other ways did you address this Barrier/Challenge?

MRT

<Program Name> Management Reporting Tool

Page 80

Page ID: 2.7

Page Title: Sustainability

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Progress Reporting > Sustainability

1. Clicking the “Accomplishments and Barriers/Challenges” link will take the user to the Accomplishments and Barriers/Challenges listing page (2.7.1).

2. Clicking the “Progress Report Submission” link will direct user to Progress Report Submission landing page (2.8).

Sustainability

Sustainability is the process of ensuring an adaptive and effective system that achieves and maintains long-term results. Sustainability efforts related to <PROGRAM NAME> may include the institutionalization of policies and practices, the acquisition of stable funding for training and prevention efforts, continued workforce development, and other efforts.

1

Accomplishments and Barriers/Challenges

Track Accomplishments and Barriers/Challenges related to Evaluation.

2

Next:  Progress Report Submission

MRT

<Program Name> Management Reporting Tool

Page 81

Page ID: 2.7.1

Page Title: Accomplishments and Barriers/Challenges (Sustainability)

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Progress Reporting > Sustainability > Accomplishments and Barriers/Challenges (Sustainability)

1. Only Project Officer and higher roles will see this field. Project Officers will only see their grantees. Higher roles will see all grantees. Grantee-level roles will not see the label or dropdown menu.

2. Reporting Period will be fixed text displaying the grantee’s current progress reporting period.

3. Clicking the “Add Accomplishment/Barrier” link will direct user to the Accomplishments and Barriers/Challenges Detail page (2.7.1.1).

4. Clicking the linked column header will sort the records in ascending and descending order by the related column.

5. Clicking the linked “Name” will direct user to the Accomplishments and Barriers/Challenges Detail page of the related record (2.7.1.1).

6. The description field should be truncated with “…" after 200 characters on this page.

Accomplishments and Barriers/Challenges

1

Select Grantee:

2

Grantee Reporting Period:

Use this section to enter information on any Accomplishments and/or Barriers/Challenges that you experienced while performing activities related to Sustainability. Each Accomplishment or Barrier will be listed in a table. Use the table heading links to sort Accomplishments/Barriers/Challenges by column. Click on the Name that you've assigned to each Accomplishment or Barrier to edit that record. You will also report on actions taken to resolve Barriers/Challenges related to Sustainability during this reporting period.

Only update this section if you conducted Sustainability-related activities or faced new Sustainability-related Barriers/Challenges during this reporting period.

5

4

3

Add Accomplishment/Barrier

Name	6 Description	Type	Reporting Period
Accomplishment/Barrier	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum	mm/dd/yyyy
Accomplishment/Barrier	Lorem ipsum. Da veri nonecer spedit labo. At hicit laborro corrovit landicaepro eosapic iatur	Lorem ipsum.	mm/dd/yyyy

MRT <Program Name> Management Reporting Tool						Page 82
						Page ID: 2.7.1.1 Page Title: Accomplishments and Barriers/Challenges Detail (Sustainability)
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Progress Reporting > Sustainability > Accomplishments and Barriers/Challenges (Sustainability) > Accomplishments and Barriers/Challenges Detail						1. The dropdown will display the Reporting Period values. 2. "Is this an Accomplishment or a Barrier?" Values will include: “Accomplishment” and “Challenge/Barrier”. 3. ACCOMPLISHMENT AND BARRIER DROPDOWN MENUS WILL VARY BY CSAP PROGRAM. These lists will be populated with potential sustainability-related Accomplishments and Barriers/Challenges.
Accomplishments and Barriers/Challenges Detail (Sustainability) Enter information on any Accomplishments and/or Barriers/Challenges that you had while performing activities related to Sustainability in this reporting period. 1 Reporting Period: 2 Is this an Accomplishment or a Barrier/Challenge?:* 3 Accomplishment or Barrier/Challenge Name:* Describe the Accomplishment or Barrier/Challenge:* (maximum 3000 chars)

MRT <Program Name> Management Reporting Tool						Page 83
						Page ID: 2.7.1.1 Page Title: Accomplishments and Barriers/Challenges Detail (Sustainability)
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Progress Reporting > Sustainability > Accomplishments and Barriers/Challenges (Sustainability) > Accomplishments and Barriers/Challenges Detail						4. This and the next question only appear if “Barrier” selected for number 2 above. 5. If “Yes” selected for number 4 than this and next item will appear. 6. Clicking the “Save” button will save the record and return the user to the Accomplishments and Barriers/Challenges listing page (2.7.1). If not all fields required to save are completed or invalid data is entered, user will be prevented from saving and a message will list the fields and related issues. 7. Clicking the “Cancel” button will not save any changes and will return the user to the Accomplishments and Barriers/Challenges listing page (2.7.1). 8. Clicking the “Delete” button will first prompt user to confirm action. If “Yes”, the record will be deleted and the user will return to the Accomplishments and Barriers/Challenges listing page (2.7.1). If “No”, user will remain on this page.
4 Was technical assistance (TA) requested to help address this Barrier/Challenge?* 5 Date TA Requested: (if Yes selected) NOTE: If you received TA for this issue, please report it on the Capacity > Training and Technical Assistance page. In what other ways did you address this Barrier/Challenge?

DSP-MRT

(Program Name) Management Reporting Tool

Note: These questions should be added to the implementation section of the (DSP MRT)

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Progress Reporting > Sustainability > Accomplishments and Barriers/Challenges (Sustainability) > Accomplishments and Barriers/Challenges Detail

Definitions:

1

Actively Deliver: interventions that actively reached or served participants or the target population in in the past year. DO Not count interventions that were only in the development process.

1

Evidence Based Practices, Policies, and Programs: EBPPPs are defined as interventions that come from a Federal Registry, were reported as effective for your target substance in a published scientific journal article, were based on a documented theory of change, or were deemed effective by a panel of experts.

2

Number served: Refers to individual-based

prevention strategies or services directly delivered

to individuals, either on a one-on-one basis or in a group format. Typically, the service provider and the participant are at the same location during the service encounter. Since providers have direct interaction with these individuals, they are able to keep accurate counts and in many cases, to collect data about the characteristics and outcomes of these participants through attendance lists and pre-post surveys. Examples include training sessions and educational classes.

2

Number reached Refers to population-based prevention strategies aimed at impacting an entire population. Since there is no direct interaction with the populations impacted by the services, counts of people reached are typically estimates obtained from sources such as the Census (the population of the targeted community) or media outlets (estimated readership or audience size).

1

1. Did you or your community partners actively deliver any Prevention Interventions that are evidence-based programs, policies or practices (EBPPP), during the last fiscal year? (See actively deliver and EBPPP definitions in help text to the right)

• Yes

• No

• 2

2. If yes above, please fill out the table below.

Subrecipient Name #1
a. Prevention Intervention Name	b. Did this subrecipient actively implement the EBPPP intervention before this year?	c. Target of the Intervention	d. Number Served (See definition in help text)	e. Number Reached (See definition in help text)
XXXX	Yes/No	1. Alcohol 2. Prescription Drug Misuse. 3.Other	XX	XX