1. Ohio Department of Development Office of Community Assistance CSBG Grant Application Overview

2. Welcome Webinar Etiquette –Please keep your phones on mute –Do not put your phones on hold –You may ask questions at any time –Please state your name before asking a question

3. Webinar Training Schedule October 25 th –CSP Grant Application October 26 th –Grant Application Programs (Program Set-up) October 27 th –Grant Application Workplans (ROMA Workplans) October 28 th –Budget Details & required Administrative Documents

4. Why an Electronic: CSBG Application Manage grant and workplans on-line Connect Agency intervention efforts to Outcomes Replace outmoded Client tracking software to Report Results Expand OCEAN/CSP Application to all CAA efforts Use OCEAN Client Centric model to Coordinate Customer services Report all CAA Outcomes & Services – IS Report

5. Why an Electronic: CSBG Application Pro’s –CSBG Grant Automated –OCEAN Application – Customer Intake –OCEAN Help Desk –CSP Program Milestone Automation –Cost Savings –Case Management & Reporting –Central repository with fail-safe backups & disaster recover –Program Referrals –CSP Inventory –CSP Monthly Reporting Con’s –Knowledge Transfer –Bugs or Functionality Issues

6. CSBG Grant Approximately 47,536,036 available for formula grants. Based on 23,768,018 annual allocation CSBG Grant Application are due on November 30,2011 by 5 p.m. Grant Documents should be available in OCEAN on 10/28/2011 –CSBG Application Instructions –Required Documents

7. CSBG Application Requirements The requirements for the 2012 – 2013 CSBG grant application will be similar to the 2010 – 2011 CSBG grant application. The Program Set-up, ROMA Workplans, Budget and other supporting information will be submitted and managed via the OCEAN CSBG Grant Application.

8. Two-Year Grant Planning The OCA recommends the outline below for the grant planning logic: –Program Setup –ROMA Workplan –Budget –Grant Documents –Submit/Approval & Revisions CSBG Grant/Budget/ROMA Process

9. CAA-OCEAN-Users CAA staff should have access to OCEAN Must be identified as an OCEAN user. Agency user list and level of program clearance must be established and appropriate staff registered. OCEAN Help Desk must recognize users. OCA/IT enters all contact info in OCEAN set-up

10. CSBG Grant Application Grant Application Search –Located under “Programs” drop-down list. Common –Select the Executive Director, Contact Person, and Board Chair Person and hit save. Once you save the CSP Grant, you will then see the other grant information links.

11. CSBG Grant Application, cont’d Grant Application Programs –Define ROMA Information –Income & Eligibility Requirements –Activities & Benefits & Milestones –Funding Sources & Income Sources –Custom Ineligibility Reasons –Program Partnerships –Client Survey

12. CSBG Grant Application, cont’d Grant Application Workplans –Internal CSP versus External CSP OCEAN Program –Workplan Details –Workplan Contacts –Workplan Narrative –Workplan Funding Source & Funding Source Types –Workplan Community Involvement –Workplan Program Partners –Workplan Staff Involvement –Workplan Development Framework –Goal Details –Workplan R&L Meeting Notes

13. CSBG Grant Application, cont’d Budget Details –CSBG Salaries Salary Summary –Budget Direct Costs –1.1 Salaries/Wages –1.2 Fringe Benefits –2.1 Travel –2.2 Space Costs –2.4 Equipment –2.5 Other Direct Costs Indirect Costs –Indirect Costs

14. CSBG Grant Application, cont’d Grant Application Documents –The required documents, assurances and grant instructions will be listed here. You can click the View button to open the report. You can print the document or save it to your computer. –OCEAN will not allow you to complete your CSBG Application Grant until all of the required documents are attached.

15. CSBG Grant Application, cont’d Grant Application Checklist –The required budget reports can be viewed/printed here.

16. CSP Quarterly Reporting No more Excel ROMA Workplans ROMA Workplans are due quarterly – See Workplan Instructions for due dates. Actual CSBG expenditures for the quarterly CSPs must match the CSBG financial reimbursement for the reporting quarters. ROMA Framework Codes did not change New ROMA Program CodesProgram Codes

17. CSP Quarterly Reporting, cont’d Internal OCEAN Programs –OCEAN will determine clients achieving success based on the automation of the program milestones. The benefits and/or program activities are the verifications for the program milestones. External OCEAN Programs –Results are determined from another system –Enter quarterly numbers directly into the program milestones

18. Training, Reference, Support Training –Regional Training and Consultation –November 2, 3, (IMPACT) 36 workstations –November 9, 10 (SELF) 20 workstations –November 14, 15 (Wayne Medina) 20 workstations –Webinars –Conference Calls

19. Training, Reference, Support, cont’d Regional Training and Consultation –Training Times 10 a.m. – 4 p.m. (two-day training) –Agenda – ROMA Basics & Individual Consultation –Local CAA Contacts –November 2, 3, (IMPACT) –Anita Maldonado amaldonado@impactca.org (614) 453-1697amaldonado@impactca.org –November 9, 10 (SELF) –Debra Depew ddepew@selfhelps.org (513) 820-5019ddepew@selfhelps.org –Jeff Diver jdiver@selfhelps.org (513) 820-5019jdiver@selfhelps.org –November 14, 15 (Wayne Medina) –Maria Smith msmith@cawm.org (330) 264-8677msmith@cawm.org –Amanda Dunlap adunlap@cawm.org (330) 264-8677adunlap@cawm.org

20. Training, Reference, Support, cont’d Reference –CSBG Grant Application Guide –OCEAN Training Guide –OCEAN User Guide –OCEAN FAQs –OCEAN Help

21. Training, Reference, Support, cont’d Support –OCEAN Help Desk (1(888) 995-2227) –General support issues –Help desk ticket (if issue doesn’t require immediate resolution) –Field Representative –CSBG grant related questions

22. OCEAN CSP Screens OCEAN Overview

23. QUESTIONS?