State Plan Setup and IA Management

The setup module is the first step for State Agencies in the State plan. This will establish your gross income limit, implementing agencies for the upcoming year, and identify if this is a comprehensive Needs Assessment or a Needs Assessment Update. 
Implementing Agencies cannot access their Annual Report until this module is completed, so try to finish it as soon as possible. 

State Plan Setup

  1.  Login and select Start Annual Plan
    Start 2026 Annual Plan
  2.  An introduction section displays. Click “I understand, continue”
    I understand, continue button
  3. The Manage Implementing Agencies section appears. Select “Add Implementing Agency” to add implementing agencies for your state. Add Implementing Agency Button
  4. A modal will appear showing a list of implementing agencies within your state that have previously utilized National PEARS. Click the check next to each IA you need and click add to plan. If you do not see the IA you need, click create a new agency
    Find Existing Agency Modal
  5. The Add Implementing Agency form appears. Enter the agency name and select the category that best represents the agency.
    Agency name and category fields
  6. Any IA users who previously used National PEARS will continue to have access to their implementing agency plans. To make adjustments or if you created a new IA and need to add users, click the manage users icon to the right of the agency name.manage users icon 
  7. The manage users modal appears. You can add any users who already have an N-PEARS account by searching their name in Add Existing Users

    If your user does not have an account, enter their email address, first name, and last name under Invite New User. Click Add User to send an invite.

    When the “Add User” button is clicked, N-PEARS sends an “Account Sign-up” email to the user. If the user has not yet signed up for their account, the system will list their invite as pending. If needed, State Agencies can resend invites to IA users. State Agencies can remove users from an IA by clicking the “X.”
    add users modal
  8. When all implementing agencies and their users have been added, click Continue
  9. Continue button The Basic Information section appears. Choose whether this is a multi-year or single-year plan, and if this is a Needs Assessment update or Comprehensive Needs Assessment.
    Basic Information
     
    If this is a Comprehensive Needs Assessment year, select a Gross Income Limit in accordance with the State. Then, click “Save and Continue”. 
    Gross Income Limit
  10. State Plan setup is complete. Select “Begin 2026 State Plan” to begin entering plan data.
    Begin 2026 State Plan
     
 

State Plan Setup Overview Video