Form 0920-25AC ORS Quarterly Reporting Template

Form Approve

OMB No: 0920-xxxx

Exp. Date: xx-xx-xxxx

The public reporting burden of this collection of information is estimated to average 1 hour per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. 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. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden to—CDC/ATSDR Reports Clearance Officer; 1600 Clifton Road NE, MS D-74, Atlanta, Georgia 30333 ATTN: PRA (0920-XXXX)

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ORS Quarterly Reporting Template

Project Data Entry - State Staff

Field Name		Required	Data Type		Character Limit		Format/Values			Description
Project Overview
Project Name		✔	Character		100					Free text field
Project Description		✔	Character		1,000					Brief description of the overall purpose and activities of the project. All acronyms should be defined on first use.
Project Status		✔	Selection				In Progress Complete On Hold Discontinued			In progress indicates that project activities took place in the quarter and it is ongoing. Complete indicates that project activities are complete. On hold indicates that progress on project activities are not continuing forward during the quarter but will/may carry on in the future. Discontinued indicates that project activities are no longer being pursued.
Project Start Quarter		✔	Selection							This field determines the first quarter (e.g., 2023 Q1) of reporting for a project. It only appears when a project is first created.
Project Start Date		✔	Date				MM/DD/YYYY			Approximate start date of project activities
Project End Date		Dependent on project status	Date				MM/DD/YYYY			End date of project activities for complete projects. Only displays if the project status is complete, archived, or discontinued.
Is this a pilot project?		✔	Binary				Yes No			Users should check the box if their project was part of The ORS Pilot Project program that is funded through the National Association of County Health Officials (NACCHO).
ORS Goals & Strategies		✔ At least one strategy is required. If “other” is selected, a description must be provided.	Selection				See list in appendix			Select all goals and strategies that are applicable to the activities of the project.
Project Updates
ORS Collaborators
ORS Staff Name		✔	Selection				Filters by list of state/jurisdiction staff			First and last name of staff member
Primary Data Reporter		✔	Selection				Checkbox			This is assigned to the staff member who created the project. A national administrator can update the primary data reporter as needed.
ORS Staff Role		✔	Character		1,000					Description of the staff member’s role on the project, including primary responsibilities/activities for the project, not their title.
Key Contacts
Contact Name		✔	Selection				Can be selected from the drop-down once contact has been added.			Name of the external contact supporting activities of the project. Upon adding a new contact, the “Refresh contact dropdown” button must be used to update the dropdown list to include that new contact.
Contact role		✔	Character		1,000					What the contact’s role was in the project, not their title.
New/Edit Contact (separate page linked through the Key Contacts section)
First Name		✔	Character		25					First name of the external contact supporting activities of the project
Last Name		✔	Character		25					Last name of the external contact supporting activities of the project
Phone (mobile)			Number		20		+1XXXXXXXXXX			Mobile number for the external contact.
Phone (office)			Number		20		XXX XXX XXXX with optional extension xXXX			Office number for the external contact.
Email		✔	Character		50		[email protected]			Email address for the external contact.
Is this contact active?		✔	Selection				Select if yes			Contact still works for and is a part of the organization listed.
Affiliated Organization		✔	Selection							Organization which the contact works for or is affiliated with for the purposes of the project.
New/Edit Organization (linked through the contact new/edit page)
Organization name	✔			Character		100			Organization name spelled out with acronym included in parentheses if space is available.
Partner Categories	✔ At least one category must be selected. If “other” is selected, a description must be provided.			Selection				Checkbox, see appendix for list of valid values	Select all partner categories that apply to the organization.
Project Focus
Geographies
State/Jurisdiction		✔	Selection				All U.S. states/ territories with ORS teams			State/jurisdiction(s) impacted by the activities of the project. Only 1 state can be selected per row, so the counties are specific to that 1 state. However, users can add multiple rows if the project covers multiple states.
Counties			Selection				All counties within applicable state/jurisdiction			Within state/jurisdiction, specific counties impacted by the activities of the project.
Cities			Selection				Major cities within applicable state/jurisdiction			Within state/jurisdiction, specific cities impacted by the activities of the project.
Races
Was this project designed to impact a specific race?			Selection				Select if yes			Selection is completed only if project activities impacted a specific race. Otherwise, users do not need to take any action.
Race		✔ when the field appears because the previous question was selected. If “Race not listed here” is selected, a description is required.	Selection				American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander White Race not listed here			Select one or more races if specifically impacted by project activities. All options cannot be selected; if the project had population-wide impact then the previous question should not be selected.
Ethnicity
Was this project designed to impact a specific ethnicity?			Selection				Select if yes			Selection is completed only if project activities impacted a specific ethnicity. Otherwise, users do not need to take any action.
Ethnicity		✔ if the field appears because the previous question was selected..	Selection				Hispanic or Latino Not Hispanic or Latino			Select one or more ethnicities if specifically impacted by project activities. All options cannot be selected; if the project had population-wide impact then the previous question should not be selected.
Ages
Was this project designed to impact a specific age group?			Selection				Select if yes			Selection is completed only if project activities impacted a specific age group. Otherwise, users do not need to take any action.
Age Group		✔ if the field appears because the previous question was selected.	Selection				<18 18-24 25-64 65+			Select one or more age groups if specifically impacted by project activities. All options cannot be selected; if the project had population-wide impact then the previous question should not be selected.
Genders
Was this project designed to impact a specific gender?			Selection				Select if yes			Selection is completed only if project activities impacted a specific gender. Otherwise, users do not need to take any action.
Gender		✔ if the field appears because the previous question was selected.. If “Other gender category” is selected, a description is required.	Selection				Men Women Transgender men/transmen/ female-to-male (FTM) Transgender women/ transwomen/ male to female (MTF) Genderqueer/ gender nonconforming/neither exclusively male nor female Other gender category			Select one or more genders if specifically impacted by project activities. All options cannot be selected; if the project had population-wide impact then the previous question should not be selected.
Sexual Orientations
Was this project designed to impact a specific sexual orientation?			Selection				Select if yes			Selection is completed only if project activities impacted a specific sexual orientation. Otherwise, users do not need to take any action.
Sexual Orientation		✔ if the field appears because the previous question was selected.. If “Something else” is selected, a description is required.	Selection				Bisexual Lesbian or gay Queer, pansexual, and/or questioning Straight or homosexual Something else			Select one or more sexual orientations if specifically impacted by project activities. All options cannot be selected; if the project had population-wide impact then the previous question should not be selected.
Substances
Did the project target a specific substance?			Selection				Select if yes			Selection is completed only if project activities were focused on addressing specific substances. Otherwise, users do not need to take any action.
Substance		✔ if the field appears because the previous question was selected.	Selection				Opioids Stimulants Hallucinogens Depressants Cannabis Polysubstances			Select one or more substance categories if specifically impacted by project activities. All options cannot be selected. All options cannot be selected; if the project addressed all substances rather than one or more specific categories then the previous question should not be selected.
Administration Priorities
Did the project address a specific priority?			Selection				Select if yes			Selection is completed only if project activities addressed specific administration priorities. Otherwise, users do not need to take any action.
Administration Priority		✔ if the field appears	Selection				See appendix for list of valid values for administration priorities			Select one or more administration priorities if addressed by project activities. All options cannot be selected.
Documents
Document title		✔	Character		100					Title of the document.
Document description		✔	Character		1,000					One to three sentences of description about the document.
Is this a recurring document?		✔	Selection				Select if yes			Select if a document is completed more than once.
Publish date		✔ if the field appears	Date				MM/DD/YYYY			Date of a one-time document
Frequency		✔ if the field appears	Selection				Weekly Every Other Week Monthly Quarterly			Field will only show if “recurring document” is selected. Frequency of a recurring document.
Start date		✔ if the field appears	Date				MM/DD/YYYY			Field will only show if “recurring document” is selected. Date first document was disseminated.
End date			Date				MM/DD/YYYY			Field will only show if “recurring document” is selected. Date final document was disseminated.
Audience		✔ if “other” is selected, a description is required.	Selection				Checkbox, see appendix for list of valid values			The intended recipients of the document. At least one option must be selected.
Participating ORS Staff/Partners			Selection				Collaborators and key contacts selected on project			Collaborators and key contacts listed on the project will be populated here. Select one or more individuals that worked on the document.
Presentations
Presentation title		✔	Character		100					Title of the presentation.
Presentation description		✔	Character		1,000					1-3 sentence description of the topic of the presentation.
Presentation date		✔	Date				MM/DD/YYYY			Date of the presentation.
Audience		✔ if “other” is selected, a description is required.	Selection				Checkbox, see appendix for list of valid values			The primary audience members intended to receive the information from the presentation.
Participating ORS Staff/Partners			Selection				Collaborators and key contacts selected on project			Collaborators and key contacts listed on the project will be populated here. Select one or more individuals that worked on the presentation.
Activities Completed
Activities With Targets		✔	Character		1,000					Description of activities that had targets set from previous quarters. Only displays for projects with in progress status that were continued from a previous quarter.
Activities Without Targets			Character		1,000					Activities that took place and were not anticipated/planned from previous quarters. Separate activities can be listed using the “add an activity” button. If there are no additional activities to be listed, users click “Review complete” without any data entry.
Targets for Next Quarter
Target		✔ if the project status is “In Progress”, otherwise N	Character		1,000					Goals for progress on project activities in the next quarter, in SMART (Specific, Measurable, Achievable, Relevant, and Time-Bound) format if possible. Separate targets can be listed using the “add a target” button. If there are no targets to be listed, users click “Review complete” without any data entry.
Success Stories
Title		✔	Character		100					A short title (10 words or less) that summarizes the success story.
Challenge		✔	Character		1,000					Description of the problem/challenges addressed in the success story.
Approach/ Activities		✔	Character		1,000					Description of the activities implemented and parties involved.
Results/ Outcomes		✔	Character		1,000					Description of how the activity addressed the problem.
ORS Staff Involved			Selection				Collaborators selected on project			Collaborators listed on the project will be populated here. Select one or more individuals that were involved in the success story.
Attachment (Type of attachment, Other attachment type, Attachment)			Type of attachment: selection Other attachment type: character, Attachment: file upload		Up to 5GB		Videos and files of any type			Attachments can be used to share visuals/documents associated with the success story, including a direct quote or testimonial from a partner or participant, pictures, promotional materials, press release, an example of the work products (e.g., reports/bulletins), etc. Only non-sensitive attachments should be uploaded.

National Admin Only

Field Name	Required	Data Type	Character Limit	Format/Values	Description
Staff Directory - Add/Edit Staff Member
First Name	✔	Character	25
Last Name	✔	Character	25
Phone (mobile)	✔	Number	20	+1XXXXXXXXXX	Must be able to accept text messages for two-factor authentication.
Phone (office)		Number	20	XXX XXX XXXX with optional extension xXXX	Optional field
Email	✔	Character	50	[email protected]	This is the email that the system invitation will be sent to.
Is this staff member active?	✔	Selection			This field only appears when editing an existing staff member. It controls whether the user has access to the ORSTRS system.
State or National Role	✔	Selection		State National
National - Role	Either a selection must be made for this field or National Admin must be checked	Selection		National Read-Only National Reviewer	Options only display if “National” is selected for State or National Role.
National Admin	Either a selection must be made for role or National Admin must be checked	Selection			Box indicates that individual has a role as an administrator of the system.
State - Role	✔	Selection		DIO PHA	Options display if “State” is selected for State or National Role.
National Reviewer	✔	Selection		List includes all staff assigned national reviewer roles	Options display if “State” is selected for State or National Role. Select the national reviewer responsible for reviewing project updates by the primary reporter.
HIDTA	✔	Selection		List of all HIDTA programs	Options display if “State” is selected for State or National Role. Select the HIDTA the staff member covers.
State/Jurisdiction	✔	Selection		List of all states and territories in ORS program	Options display if “State” is selected for State or National Role. Select the state/jurisdiction the staff member covers.
Review Process
Add a comment /edit a comment /submit /request changes /approve modal	✔ for add a comment, edit a comment, and request changes, otherwise not required	Character	1,000		Comment can address questions or other information for primary data reporter, collaborator, or reviewer.
Notify primary data reporter of requested changes by email		Selection			This field only appears when the action is “Request changes”
Success Stories
Final Version		Character	1,000		Only editable by national admin or national reviewer. Final description of the success story when the project is complete.
Featured Products (Product type, Other product description, Month, Year)		Product type: selection Other product description: character Month: selection Year: selection			Only editable by national admin or national reviewer. List of product(s) in which this success story is featured.

Appendix A. Valid Values

Field: ORS Goals and Strategies

GOAL 1: Share data systems to inform rapid and effective community overdose prevention efforts.

1.1 Formalizing/arranging data sharing partnerships

1.2 Data transfer between organizations or agencies

1.3 Opioid-related database management and maintenance

1.4 Drug-related data collection, analysis, or dissemination (e.g., presentations, reports, publications)

1.5 ODMAP usage for strategic planning at the local level

1.6 Overdose Fatality Reviews (OFRs)

1.7 Public Health and Public Safety Teams (PHAST)

1.8 Environmental scans or assessment

1.9 Other

GOAL 2: Support immediate, evidence-based response efforts that can directly reduce overdose deaths.

2.1 Targeted naloxone distribution

2.2 Increased access to medication-assisted treatment (MAT)

2.3 911 Good Samaritan Law

2.4 Naloxone distribution in treatment centers and the criminal justice system

2.5 MAT in the criminal justice system and upon release

2.6 Initiation of buprenorphine-based MAT in Emergency Departments

2.7 Syringe services programs

2.8 Other

GOAL 3: Design and use promising strategies at the intersection of public health and public safety.

3.1 Pre-arrest diversion programs

3.2 Safe station programs

3.3 Drug courts

3.4 Post-overdose outreach programs

3.5 Stigma reduction and/or compassion fatigue programs for first responders

3.6 Rapid response strategies (e.g., response protocols for OD cluster or pain clinic closure)

3.7 Other

GOAL 4: Disseminate information to support the implementation of evidence-informed prevention strategies that can reduce substance use and overdose.

4.1 Support the development and dissemination of overdose prevention communications campaigns

4.2 Host or contribute to community events that support overdose prevention awareness

4.3 Develop and disseminate overdose prevention informational materials

4.4 Build capacity among partners to identify, select, and/or implement appropriate evidence-informed prevention strategies

Fields: Partner Categories, Audience

Field: Administration Priorities

1. Expanding access to evidence-based treatment

2. Advancing racial equity issues in our approach to drug policy

3. Enhancing evidence-based harm reduction efforts

4. Supporting evidence-based prevention efforts to reduce youth substance use

5. Reducing the supply of illicit substances

6. Advancing recovery-ready workplaces and expanding the addiction workforce

7. Expanding access to recovery support services

9 v.3 9/21/23