Levi A recent update for the Annual Plan affects the display of the Total Agency Budget within the Planned Staffing and Budget Module. The total budget layout has been reworked to more clearly separate the line-item breakdown of your total budget and the source of funding by year. Similarly, State agencies can now see their total … Read more
The Coordination and Collaboration module allows you to copy Minority Serving Institutions, Multisector Partnerships/Coalitions, and Tribal Organizations from prior Plan years: Projects can be copied over from a prior year’s plan, as well as any Partnership/Coalitions, Tribes and Tribal Organizations, or Minority-Serving Institutions. Multisector Partnerships/Coalitions To copy data, there will be a dropdown arrow … Read more
Support for Multiple Social Marketing Campaigns The Annual Plan now supports multiple social marketing campaigns to be listed for a single project. Simply select the relevant Social Marketing Campaigns in the Approaches section of that project, and then add multiple campaigns using the “Add Campaign” button on the Social Marketing Campaign section of the project. … Read more
Since the launch of the 2025 Annual Plan there have been a few updates worth mentioning. Copy Features – Planned Projects and Activities, Coordination and Collaboration The Annual Plan now has copying features for Planned Projects and Coordination and Collaboration. Projects can be copied over from a prior year’s plan, as well as any Partnership/Coalitions, … Read more
The Annual Plan will fall under the category of a comprehensive needs assessment or needs assessment update. You will be asked to select one of these options in the Basic Information section of the State Plan Setup. If you select comprehensive needs assessment will be prompted to choose the Gross Income Limit for this Plan. The corresponding data set … Read more
To approve an IA amendment as a State Agency, begin by clicking Work on Amendment from the homepage. The overview page opens. Select Implementing Agency Amendments. Implementing Agencies with amendments display. Press the dropdown arrow to view the amendment. Review each module of the amended Plan before approving, using the Review buttons. 4. Once all changes have … Read more
To cancel an implementing agency Amendment, begin by clicking Work on Amendment. The Annual Plan Amendment Overview appears. Select the Implementing Agency Amendments section from the navbar. Implementing agencies involved in the Amendment appear. Select Cancel Amendment. A modal will appear to confirm the action. Select Cancel Amendment to confirm the cancellation of the Amendment. … Read more
Amendments allow you to make changes to a Plan after the submission period. Amendments can only be initiated by a State Agency but can apply to both State Agencies and implementing agencies. To begin an amendment, select Start Amendment. The Start Amendment modal will appear. Select the checkbox under “Select IAs to initiate an Amendment” … Read more
To cancel an amendment in progress, select Work on Amendment from the homepage. The Annual Plan amendment will open. On the overview page, select Cancel Amendment to cancel the State Agency’s Annual Plan Amendment. ! CAUTION: Canceling the State Agency Amendment will also cancel any implementing agency Amendments in progress. The State Agency can reopen cancelled … Read more
After State Agencies submit the Annual Plan Amendments, the Regional Office can review each amendment and request changes. After logging in, the Welcome page appears. All submitted State plans are listed. To begin reviewing a plan, click View Plan. The Final Review page lists each module from the State plan. Click the Review button to … Read more