 Overview  Online Report Process ◦ Report process for Grantees/Look-Alike Site Visits ◦ Report Process for Look-Alike Applicant Site Visits  Report Review Process ◦ New MSCG OSV Report Review Process Prior to TATS Upload  TAs Scheduling Expectations  MSCG Observer Program  Questions & Answers Session

 Operational Site Visits (OSVs) are essential to gathering comprehensive, objective, on the ground information on the compliance and performance of health centers.  HRSA routinely conducts OSVs: ◦ Prior to initial look-alike designation. ◦ During first 10 to 14 months of a Newly Funded health center’s project period. ◦ At least once per project/designation period or at least once every three years – generally 18 months into a typical three- year project/designation period for most health centers.

 Nearly 400 OSVs were completed in calendar year Approximately 700 total site visits for all BPHC programs, including over 500 health center OSVs planned for calendar year  Imperative that the team is prepared to conduct thorough, comprehensive review and submit report that is fact based, consistent, can hold up to questioning.  Online report will be effective for all OSV and Initial Application Look Alike visits with a start date of March 3rd, 2014.

 Website Link to the Online Report ◦  Login Information ◦ Login using your legacy username and password

 Important Notes: ◦ Only 1 user can be in any section at a given time and that section will not be available to other users until the assigned user releases it by clicking on 'Save & I am DONE with this section' button. ◦ Title: Name of the task. ◦ Section: Name of the section. ◦ View: This is the read only version of the report for that particular task, the view link is disabled by default and will become active after consultant assigns the task.

◦ Completed By: The name of the consultant who completed that particular task. It populates from the database. ◦ Assigned To: The name of the consultant who is working on that particular task. It populates from the database. ◦ Action / Status: By default the action is 'Assign to self', changes to 'Finish...' after consultant starts working on it and changes back to 'Assign to self' after consultant completes it. The status ‘Incomplete’ means the task is assigned to a different consultant and it is not completed yet.

Filling the templates, inserting the images and tables

 Options for Team Leader or Consultant Responsible for the Report Submission ◦ Report in Read Only Version  View the report in read only version before submit to MSCG ◦ Step 1: Send the Report to MSCG Reviewers  Send the report to MSCG for the Review. ◦ Step 2: Send the Report to MSCG Editors  Send the report to MSCG editors before submitting it into TATS. Once this is done, the TA request will be out of team lead/solo consultant’s queue. ◦ Step 3: Submit the report into TATS  After getting back the report in word document from the editors, submit the report to TATS.

 New MSCG OSV Report Review Process Prior to TATS Upload  Team members complete their online sections for OSV within 5 business days  Team Lead (TL) reviews on line and makes any changes deemed necessary, changes to be completed online  TL submits to MSCG Reviewers and MSCG Technical Assistance Reviewer (TAR- currently Jayne and George), using the “Send To MSCG Reviewers” button  MSCG reviewer responds with comments via e mail to TAR within 5 business days  TAR forwards MSCG reviewer comments via e mail to TL for revisions, to be completed Online

 Revisions completed online, TL submits to MSCG TARS and MSCG Editors via the online system, using the “Send the Report to MSCG Editors“ button  MSCG editor completes edits (format, grammar, punctuation, spelling)  MSCG editor sends edited version as a Word document to the TL as a clean draft  TL uploads MSCG edited draft into TATS  Project Officer/Bureau review process begins via TATS

 Up & down volume of TA assignments  Flexibility in OSV team structures

 MSCG has implemented an Observer Training Program for newly rostered consultants. Please visit our website for more information at

 We want feedback from you as we move forward. Please send questions/comments to

Thank You Questions?