State Plan Setup and IA Management

The following article describes steps for getting started on the Annual Plan including State Plan Setup, adding implementing agencies (IAs), and adding implementing agency staff to N-PEARS.

State Plan Setup

  1.  Login and select Start Annual Plan
    Start 2024 Annual Plan Button
  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. The Find Implementing Agency form appears. Any agencies that have been added to N-PEARS in previous years can be selected from a drop-down list. If an implementing agency is not listed in the drop-down, click “create a new agency.”
    Select existing agency or click create a new agency
  5. The Add Implementing Agency form appears. Add the agency name and select the category that best represents the agency.
    Agency name and category fields
  6. Next, give implementing agency staff access to the IA plan. Multiple users can be added, as needed. For each IA staff member that needs access to N-PEARS enter user details and click “Send Invite.”
    Send Invite Button
  7. When the “Send Invite” 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.”
    Arrows point to the invite pending notice, resend email link, and x to remove a user
  8. Once all IA details and users have been added, click “Save Implementing Agency.” Save Implementing Agency button
  9. A new implementing agency plan and the associated users have been successfully added to the system. User details are now listed within each agency.
    Implementing Agencies List View
  10. Select “Continue”. The Gross Income Limit page appears. Select a Gross Income Limit in accordance with the State. Then, click “Save and Continue”. 
    Manage Implementing Agencies
  11. State Plan setup is complete. Select “Begin Annual Plan” to begin entering plan data.
    Begin annual plan button