1. Comprehensive Continuous Improvement Plan (CCIP)
Training Module 5
Funding Application Workflow, Communication, and Tracking

2. Agenda History Log Comments Contacts Assurances
Submission and Approval Process
Substantial Approval
External Data Import Implications
Changes
CCIP Training Module 5

3. History Log
Comprehensive list of all status changes that have occurred in a funding application
Who did it
When
Correspondence between organizations and DPI on funding application issues
CCIP Training Module 5

4. Comments Ideal means of communication between LEA and SEA
Facilitate explanation and clarification without having to send funding application back to organization for modification and resubmission
Comments are permanently stored with the funding application that they pertain to
Offer great historical context and insight into why application may have been filled out in the way it was
CCIP Training Module 5

5. Comments Requiring Follow-up
By default, comments and status display in chronological order within the app they occurred in
NCDPI can mark a comment as Attention Needed
Attention Needed comments will:
Appear at top of history log
Appear in current revision, even if they were made in a previous revision
NCDPI should uncheck when issue is resolved
CCIP Training Module 5

6. Emailing Comments Comments can be emailed to targeted users
When box checked, list of positions is rendered on page
CCIP Training Module 5

7. Selecting Comment Recipients
Highlight the name of recipient groups and click Add
Adding recipients not in Contact Group lists:
Type address in Additional Recipients field and click Add
Repeat for each Additional Recipient
Click Trash Can icon to delete recipient group
Click Recipient Summary to see a list of people who will receive
CCIP Training Module 5

8. Contacts Page
District required to select a Funding Application Contact and Homeless Contact
Funding App Contact is default recipient of workflow status change notifications
Federal requirement that all districts specify Homeless contact
CCIP Training Module 5

9. Assurances Page
Read-only list of Assurances for this funding application
By submitting application, organization is agreeing to be bound by the listed Assurances
CCIP Training Module 5

10. Funding Application Workflow
CCIP Training Module 5

11. Changing Status Prerequisite checks Does user have permission?
Does time frame allow for this status change?
Is application valid? (may not run depending on status)
CCIP Training Module 5

12. Status Change Outcomes
Entry added to History Log documenting the change
Next person in submission workflow notified by that application now requires their attention
Application may be locked down or unlocked
Grants may receive Substantial Approval
Application may become publicly accessible
Copy of Plan may be archived
Application revision may be created
CCIP Training Module 5

13. Substantially Approved Dates Page
Read-only page
When the Chief Administrator approves a funding application, grants in that application with budget greater than zero are marked Substantially Approved
It is on this date that expenditures against these funds can begin to occur
Approval prior to July 1? Date will be set to July 1
CCIP Training Module 5

14. External Data Import Implications
Organization, Allocation, Budget, and Building Eligibility data is imported from other NCDPI systems
NCCCIP may automatically perform a status change on an organization’s application
Move to Draft Started when budget data is imported
Move to Revision Started when Allocation, Budget, or Building Eligibility data changes
CCIP Training Module 5

15. External Data, Workflow, & Validation
CCIP will import data from external systems while funding application is in approval process
Imported data may fail CCIP business validations
Return application not approved -> Resolve issues -> Resubmit
Changes to Budget or Building Eligibility data require resubmission, even if data passes validation
Budget and Building Eligibility data are LEA entered
Users are being asked to approve an application that has changed since its submission
Valid budget changes will only require resubmission if the rolled up amount changed
CCIP Training Module 5

16. Changes
CCIP provides a single page listing all of the changes that have been made to a funding application revision
Changes column appears
on Sections page for
revisions 1 and higher
No need to manually
compare an application
to a previous revision to
determine what has
changed
CCIP Training Module 5

17. Changes…continued
Valuable tool for application approvers to focus their time on only reviewing changes to application
Filtering Changes
All: Show every change
Section: Show all changes for pages in that section
Page: Show all changes for that page
CCIP Training Module 5

18. Changes Page Each message is a clickable link
Clicking link will take user to the screen on which the change occurred
CCIP Training Module 5