PELICAN Keys to Quality – GSD August 12th, 2008

Questions: STARS Fiscal & Grant Management 1.Should “OCDEL Total Allocation Amount” calculation be available in real-time or should it be calculated via a batch job? 2.Should the rolled-up grant sub-category information be displayed on the Grant Category Summary page or on the Grant Category Details page? 3.If the Grant Status is still pending, should the user be allowed to enter any information in the Amount Approved field? 2

STARS Fiscal & Grant Management Business Rules 1.At least one Key Region must be selected from the “Yearly Allocations Summary” table for the “Yearly Allocations Summary Details” to be displayed. 2.The “Pending Grant” is the sum of all the “Amount Approved” on the Grant Summary page with a Grant Status of pending. 3.The Pending Grant, Approved Amount, Funds Returned, Remaining Allocations, Actual Spent, Unspent Funds will be auto-calculated from the “Grant Summary” page. 4.The Remaining Allocations field will be auto-calculated after the Original OCDEL Allocations field is populated. The Remaining Allocations is calculated by subtracting the Approved Amount from the OCDEL Original Allocations amount. 3

STARS Fiscal & Grant Management Related Requirements 4 Req #TitleCategoryDescription 21.View Annual Allocations STARS - Fiscal Management The system will allow the user to view the annual allocations by key regions and by grant type 22.Update Annual Allocations STARS - Fiscal Management The system will allow the users to enter allocation amounts for a budget year by Grant Type 23.View Allocation Details STARS - Fiscal Management The system will allow the user to view the annual allocations details which a listing of grants made for a particular grant type

STARS Fiscal & Grant Management: Allocation Summary 5

Provider: STARS Grant Category Details Screen Mockup Fields Information 6 Field Automatically Populated (Y/N) Default Value Automatically Calculated (Y/N) Related Error Conditions History (Y/N) Required (Y/N) Read Only (Y/N) Effective Dating? (Y/N) Reference Table Mapping Field Length Workflow/ Navigation Related Alerts Related Correspondence Sorting Capabilities for tables Yearly Allocation Summary Fiscal Year* NNN/A Y Y Month NNN/A N Y Key Region YYYN/A Y Grant Type YYYN/A Y Original OCDEL Allocations NNN/A N Current Allocations NNN/A N Approved Amount NNN/A N Revision 1 Amount NNN/A N Revision 2 Amount NNN/A N Revision 3 Amount NNN/A N Actual Spent NNN/A N Unspent Funds YNYN/AN Y Update Button N/A Save Button N/A Cancel Button N/A

STARS Fiscal & Grant Management: Allocation Details 7

Questions: Reports 1.What are the report parameters for the following reports: Regional STAR Designations Breakdown by County Report, Statewide Report, Regional Totals Report, Special Incentives Monthly Report? 2.What is the difference between the Phone Report and the Location Address List report? They both have the same report parameters. 3.Is there any report that needs to be generated in real time or should they all be generated via a scheduled batch job? 4.What is the order of importance of each of the reports? 8

Reports Related Requirements 9 Req #TitleCategoryDescription 36.Manage ReportsGlobalThe system will allow the user to request, generate and view reports.

Reports: Home 10

Reports: Inbox 11

STARS Management Reports: Enrollment Applications 12

STARS Management Reports: Expiring Designations 13

STARS Management Reports: Location Address List/Phone 14

STARS Management Reports: Location Alerts 15

STARS Management Reports: Location Contacts 16

STARS Management Reports: STAR Level Comparison 17

STARS Management Reports: STAR Level Stagnation 18

STARS Management Reports: STARS Ineligibility 19

STARS Management Reports: STARS Location 20

STARS Management Reports: Target 21

STARS Management Reports: Enrollment Application Report Output 22

Fiscal & Grant Management Reports: Education and Retention Awards Monthly 23

Fiscal & Grant Management Reports: Location Grant List 24

Fiscal & Grant Management Reports: Location Grant Type 25

Fiscal & Grant Management Reports: Grant By County and STAR Level 26

Fiscal & Grant Management Reports: Start with STARS Location not applying for SWS Grant 27

Fiscal & Grant Management Reports: Start with STARS Grant Monthly 28

Fiscal & Grant Management Reports: Start with STARS Grant Monthly 29

Questions: Administration 1.Should supervisors have the ability to see all alerts? 2.What user roles should have access to reassign alerts to other users in the system? 30

Administration Business Rules 1.Only supervisors and above will have the authority to reassign an alert to a different user. Related Requirements 31 Req #TitleCategoryDescription 34.Manage System Generated Alerts GlobalThe user would complete a specific action which would trigger the system to automatically generate the alert. The system will allow the user to view, update, delete or assign the alert. 35.Manage Manually Generated alerts GlobalThe system will allow the user to generate, update, delete, view or assign alerts.

Administration: Home 32

Administration: Alerts 33

Administration: Create New Alerts 34

Administration: Reference Table Summary 35

Administration: Manage Reference Table 36

Administration: Update Reference Table Definition 37

Administration: Manage Reference Table Column 38

Administration: Edit Reference Table Column 39

Administration: Create Reference Table Column 40

Administration: Edit Reference Table Column Description 41

Administration: Broadcast 42

Questions & recommendations?