1. Retailer Enrollment Process
CHFA – Market Insights Program
Retailer Enrollment Process

2. 3. Provide Historical Data
Now you have seen the value of participating in the CHFA Market Insights Program, here are the steps in getting your organization setup. Of course, CHFA & SPS/Toolbox are here to help you throughout the entire process.
1. Provide Sample Data
2. Sign Agreement
3. Provide Historical Data
4. Receive Training
SPS will review your sample data to ensure the format and content meets program requirements
SPS uses a password secured database to transfer your data files
CHFA will send an Agreement outlining the Retailer Terms and Conditions
SPS will load historical data into the system to enable reporting functions
Depending on the POS system, SPS could extract the files in the required format
SPS will schedule and conduct training sessions
Training sessions are customized to meet member needs
Future training on new functionalities and training materials are provided for free
Within 2 weeks
Within 1 week
Within 6 weeks
Within 8 weeks
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3. 1. Provide Sample Data
SPS requires 1 week’s worth the sample sales data to ensure the format and content can be used for weekly input. SPS team is available to help our members in extracting and validating the data from the POS system. The SPS team will send a Data and Delivery Requirements document package via once the retailer has shown interest and provided the IT contact. Once the sample data is validated, the member can start extracting historical data
Data Requirements
Summary of dollar sales and unit sales by day/store/product
Information about the store name and location
Information to help identify the product and its classification
Data file contents in a simple comma separated value (CSV) or pipe delimited format
Column headers included as the first row in the data file

4. 2. Sign Agreement
The agreement is between CHFA and the retailer member. The agreement outlines, but Is not limited to, the following topics:
Conditions for Participation
Access and Data Visibility
Data Aggregation and Availability
Maintenance/Support
Prohibited Uses
Registration and Account Security
Confidentiality
Retailers will receive the agreement from CHFA directly once the sample data has been validated. For any questions, please contact CHFA.

5. 3. Provide Historical Data
A one-time extract of 2 years worth of historical sales data is required. The data format should be the same as the Sample Data. Once the historical data is received and loaded, then the solution is available to use. In the situation where the existing POS system can’t provide 2 years worth of data, the reporting capability will be limited at first, and as the data size increases over time the full reporting capability will be reached. Data extracted and compressed is posted to SFTP (SSH File Transfer Protocol) through a secure web browser or SFTP client to ensure confidentiality. SPS will provide login information and instructions. The SPS team is also available to help our members in this process.

6. 4. Receive Training
Training will be conducted by the SPS team once the historical data is loaded into the system.
The initial training is one hour and follow-up sessions can be scheduled as needed for free.
The initial training will cover the following topics:
Basic Navigation
How to use and interpret various dashboards
Creating Reports, Alerts, etc
Access to online support and help tools
SPS will contact the retailer to setup the initial training session.

7. Customer Success Manager
CHFA Contact:
Cindy Xu
Project Manager
P: Ext 223
SPS/Toolbox Contact:
Sumayya Daghar
Customer Success Manager P: