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Engagement of Persons with Lived Experience

Form Overview

On the Engagement of Persons with Lived Experience form, the grantee provides details on activities that supported engagement of family members and/or other persons with lived experience during the reporting period. The form will display as “Engagement of Persons with Lived Experience” under the ‘Activity Forms’ section on the left menu.

Applicable Report Types

FormReport Types

Engagement of Persons with Lived

Experience

NCPRNCCPRPPER

XX

The report types are as follows:

  • New Competing Performance Reports (NCPR)
  • Non-Competing Continuation Performance Reports (NCCPR)
  • Project Period End Reports (PPER)

Pre-population

Data will not pre-populate from one report to the next report. The grantee is required to enter the data in each report for this form, if applicable.

Form Sections

Engagement of Persons with Lived Experience Detail Sheet

In this section, the grantee may expand the accordion menu to view the following details:

  • Definitions
  • Instructions

Screenhot of Engagement of Persons with Lived Experience Detail Sheet

Screenshot of Engagement of Persons with Lived Experience Detail Sheet

Screenshot of Engagement of Persons with Lived Experience Detail Sheet

Engagement of Persons with Lived Experience During Reporting Period

In this section, the grantee must answer the following question:

During the reporting period, did your program support engagement of persons with lived experience?

  • The grantee must select one or more options from the checkboxes.
  • If the grantee selects the first checkbox, Part A will be enabled for the grantee to enter data.
  • If the grantee selects the second checkbox, Part B will be enabled for the grantee to enter data.
  • If the grantee selects both the first and second checkboxes, Part A and B will be enabled for the grantee to enter data.
  • If the grantee selects the No checkbox, both Part A and B will be disabled, and the grantee must click on Save and Continue to move to the next form.
  • This is a required question, and the following validation will display above the checkbox options: Please provide a response for this field.

Screenshot of Engagement of persons with lived experience

Part A. Family Engagement

In this section, the grantee provides information on family engagement which refers to family members serving as representatives or leaders who build and strengthen programs and systems rather than being the direct recipient of services.

This is a required section if the grantee answers Yes, engaged with or supported family members to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part A) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part A.

  • A note will display under the blue header Family Engagement as follows:

Family members include individuals in traditional or non-traditional family structures and may include biological, foster, or adoptive parents and/or siblings, spouses or partners, or members of an extended family. These family members have lived experience through their first-hand knowledge of navigating systems and services either on behalf of a family member or for the family as a whole (for example, parents of infants and toddlers, family members of children and youth with special health care needs, etc.). Family engagement refers to family members serving as representatives or leaders who build and strengthen programs and systems rather than being the direct recipient of services.

Screenshot of Family Engagement

Section i. Number engaged in the reporting period, by engagement area

In this section, the grantee provides information on family engagement by engagement area.

  • Three engagement areas will display under this section with Yes/No radio buttons and subsequent data entry field to enter the count.
  • This is a required section if the grantee answers Yes, engaged with or supported family members to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part A) to the question under Engagement of Persons with Lived Experience During Reporting Period section and the following validation will display above the Yes/No radio buttons:

Please provide a response for this field.

  • If the grantee answers Yes for any of the three engagement areas, then the count must be entered in the subsequent Number engaged in the reporting period field that accepts integer values between 1-999,999 and the following validation will display above the data entry box: Enter an integer: 1 - 999,999.
  • If the grantee answers No for any of the three engagement areas, then the subsequent Number engaged in the reporting period field will be disabled.
  • If the grantee answers No for all three engagement areas, then the validation will display in this section as follows:

User must select 'Yes' for at least one engagement area.

The details for the three engagement areas are as follows:

Program Development, Planning, and Evaluation

Family members participate in and provide feedback on the planning, implementation, and/or evaluation of the program (for example, strategic planning, program planning, materials development, program activities, teaching, mentoring, measurement, etc.).

  • The grantee will Select Yes or No to indicate whether family members participated in and provided feedback on the planning, implementation, and/or evaluation of the program.

Leadership Training

Within your program, family members are trained or mentored for leadership roles (for example, advisory committees, task forces, teaching, etc.).

  • The grantee will Select Yes or No to indicate whether family members are trained or mentored for leadership roles.

Active Leadership

Within your program, family members have leadership roles on advisory committees or task forces.

  • The grantee will Select Yes or No to indicate whether family members have leadership roles on advisory committees or task forces.

Screenshot of number engaged in reporting period

Section ii a. Number engaged by Race in the reporting period

In this section, the grantee provides information on family engagement by Race. The Race table will be disabled by default.

  • A note will display under the blue header as follows:

If you select "Yes", you will be required to fill out both the Race and Ethnicity tables. Reporting data is OPTIONAL; if you select "No", you can skip this section.

Do you wish to provide Race/Ethnicity data for Family Members engaged during the reporting period?

  • The grantee will answer this question with Yes/No radio buttons.
  • This is a required question if the grantee answers Yes, engaged with or supported family members to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part A) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part A. The following validation will display above the Yes/No radio buttons: Please provide a response for this field
  • If the grantee answers Yes, then Race and Ethnicity tables will be enabled, and the grantee will be required to enter data in both tables. The grantee must enter a count value between 0-999,999 in all the number fields for each table. The following validation will display below each entry box: Enter an integer: 0 - 999,999.
  • If the grantee answers No, then both Race and Ethnicity tables will remain disabled, and the grantee will not be able to enter data.

Race Table

  • The Race table is required if the grantee answers Yes to the question Do you wish to provide Race/Ethnicity data for family members engaged during the reporting period? under ii a. Number engaged by Race in the reporting period
  • Each row in the Race table accepts values between 0-999,999. The following validation will display below each integer box: Enter an integer: 0 - 999,999.
  • The Total value in the Race table must be less than or equal to the sum of the values entered in the 3 engagement areas under Number engaged in the reporting period, by engagement area. The following validation will display below the Total field as follows:

The value must be less than or equal to sum of three values reported by engagement area in Number engaged in the reporting period section, Total (1542)

NOTE: The above value (1542) is based on the sample counts used in the screenshot below. This total value is for illustrative purposes only, and will differ in the system depending on the values submitted by the grantee.

Screenshot of Number engaged by race

Section ii b. Number engaged by Ethnicity in the reporting period

In this section, the grantee may provide information on family engagement by Ethnicity. The Ethnicity table will be disabled by default.

  • This is a required section if the grantee answers Yes to the question Do you wish to provide Race/Ethnicity data for family members engaged during the reporting period? under ii a Number engaged by Race in the reporting period .
  • Each row in the Ethnicity table accepts values between 0-999,999. The following validation will display below each integer box: Enter an integer: 0 - 999,999.
  • The Total value in the Ethnicity table must be less than or equal to the sum of the values entered in the 3 engagement areas under Number engaged in the reporting period, by engagement area. Validation will display below the Total field as follows:

The value must be less than or equal to sum of three values reported by engagement area in Number engaged in the reporting period section, Total (1542)

  • The Total value in the Ethnicity table under this section must also match with the Total value in the Race table under section ii a. and a validation will display below the Total field under the Ethnicity table as follows:

This value should match the value in the Race, Total (1542)

NOTE: The above value (1542) is based on the sample counts used in the screenshot. This total value is for illustrative purposes only, and will differ in the system depending on the values submitted by the grantee.

Screenshot of Number engaged by ethnicity

Section iii. Number engaged from other demographic groups that are underrepresented (OPTIONAL)

In this section, the grantee may answer the following question:

Number engaged from other demographic groups that are underrepresented, in the reporting period (for example, underrepresented factors include sexual orientation, income/socioeconomic status, health status/disability, age, language, geography)

  • This is an optional question and the field accepts integer values between 0-999,999
NOTE: The examples of underrepresented factors all include categories for groups that are underrepresented, as well as categories that are not underrepresented. For example, all income statuses  may not be underrepresented ,but one low income status could be underrepresented. Numbers reported in this section should only include those from the underrepresented categories.

Number engaged from the demographics groups for the number of underrepresented

Section iv. Family members compensation

In this section, the grantee answers the following question with Yes/No radio buttons:

In the reporting period, were family members compensated for their engagement? (for example, paid faculty or staff, consultants, honoraria, etc.)

  • This is a required question if the grantee answers Yes to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part A. The following validation will display above Yes/No radio buttons:

Please provide a response for this field.

If yes, number compensated in the reporting period (OPTIONAL)

  • This is an optional question and will enable for the data entry if grantee answers Yes to the question In the reporting period, were family members compensated for their engagement? (for example, paid faculty or staff, consultants, honoraria, etc.)
  • This field will accept the integer values between 0-999,999.

Screenshot of family members compensation

Section v. Program improvements

In this section, the grantee provides information to indicate whether engaging family members resulted in any changes to their program. The grantee answers the following question with Yes/No radio buttons:

In the reporting period, did engagement of family members result in any changes to your program?

  • This is a required question if the grantee answers Yes to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part A. The following validation will display above Yes/No radio buttons:

Please provide a response for this field.

If yes, as a result of engaging family members, what did the program achieve in the reporting period? (Select all that apply)

  • This is a required question and the checkboxes will enable for the data entry if the grantee answers Yes to the question In the reporting period, did engagement of family members result in any changes to your program?

NOTE: If the grantee selects Other (specify) checkbox, a description is required in the Other Description field. The Other Description field accepts text, numbers, and special characters (not to exceed 1,000 characters).

Screenshot of program improvements

NOTE: Click Save to ensure the information is not lost due to inactivity on the form.

Part B. Other Persons with Lived Experience Engagement

In this section, the grantee provides information on engagement of other persons with lived experience.

This is a required section if the grantee answers Yes, engaged with or supported other persons with lived experience to expand the capacity and reach of a program in meeting the needs of the program’s MCH population (complete Part B) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part B.

  • A note will display under the blue header  Other Persons with Lived Experience Engagement as follows:

This subcategory excludes family members, as defined above. Engaging other individual persons with lived experience entails actively and intentionally seeking and implementing input from individuals with personal knowledge pertaining to the issue the program is trying to address. For the purpose of this form, individuals with lived experiences represent their own personal history and experience navigating systems and services for themselves, rather than on behalf of a family member. Examples of persons with lived experience include self-advocates or individuals with direct experience on a health issue (for example, youth self-advocates with special health care needs, pregnant or postpartum women, individual community members affected by a public health emergency, etc.).

 Screenshot Other Persons with Lived Experience Engagement

Section i. Number engaged in the reporting period, by engagement area

In this section, the grantee provides information on engagement of other persons with lived experience by engagement area.

  • Three engagement areas will display under this section with Yes/No radio button and subsequent entry field to enter the count.
  • This is a required section if the grantee answers Yes, engaged with or supported other persons with lived experience to expand the capacity and reach of a program in meeting the needs of the program’s MCH population (complete Part B) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part B. The following validation will display above the Yes/No radio buttons:

Please provide a response for this field.

  • If the grantee answers Yes to any of the three engagement areas, then the count must be entered in the subsequent Number engaged in the reporting period field that accepts integer values between 1-999,999 and the following validation will display above the data entry box: Enter an integer: 1 - 999,999.
  • If the grantee answers No to any of the three engagement areas, then the subsequent Number engaged in the reporting period field will be disabled.
  • If the grantee answers No for all three questions in this section, then the validation will display in this section as follows:

User must select 'Yes' for at least one engagement area

The details for the three engagement areas are as follows:

Program Development, Planning, and Evaluation

Other persons with lived experience participate in and provide feedback on the planning, implementation and/or evaluation of the program (for example, strategic planning, program planning, materials development, program activities, teaching, mentoring, measurement, etc.).

  • The grantee may Select Yes or No to indicate whether other persons with lived experience participated in and provided feedback on the planning, implementation, and/or evaluation of the program.

Leadership Training

Within your program, other persons with lived experience are trained or mentored for leadership roles (for example, advisory committees, task forces, teaching, etc.).

  • The grantee may Select Yes or No to indicate whether other persons with lived experience are trained or mentored for leadership roles.

Active Leadership

Within your program, other persons with lived experience have leadership roles on advisory committees or task forces.

  • The grantee may Select Yes or No to indicate whether other persons with lived experience have leadership roles on advisory committees or task forces.

Screenshot of Number engaged in the reporting period by area

Section ii. Population categories

In this section the grantee provides population category information.

  • This is a required section if the grantee answers Yes, engaged with or supported other persons with lived experience to expand the capacity and reach of a program in meeting the needs of the program’s MCH population (complete Part B) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part B. The following validation will display above the checkbox options:

Please provide a response for this field. 

Were the other persons with lived experience from any of the following population categories?

(Select all that apply)

  • In this question, the grantee must select one or more options from the checkboxes that indicate the population categories.

NOTE: If the grantee selects Other (specify) checkbox, a description is required in the Other Description field. The Other Description field accepts text, numbers, and special characters (not to exceed 1,000 characters).

Screenshot Population categories

Section iii a. Number engaged by Race in the reporting period

In this section, the grantee provides information on engagement of other persons with lived experience by Race. The Race table will be disabled by default.

  • A note will display under the blue header as follows:

If you select "Yes", you will be required to fill out both the Race and Ethnicity tables. Reporting data is OPTIONAL; if you select "No", you can skip this section.

Do you wish to provide Race/Ethnicity data for Other Persons with Lived Experience engaged during the reporting period?

  • The grantee will answer this question with Yes/No radio buttons.
  • This is a required question if the grantee answers Yes, engaged with or supported other persons with lived experience to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part B) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part B. The following validation will display above options:

Please provide a response for this field

  • If the grantee answers Yes, then Race and Ethnicity tables will be enabled, and the grantee will be required to enter data in both tables. The grantee must enter the count between 0-999,999 in all the number fields for each table. The following validation will display below each entry box: Enter an integer: 0 - 999,999.
  • If the grantee answers No, then both Race and Ethnicity tables will remain disabled, and the grantee will not be able to enter data.

Race Table

  • The Race table is required if the grantee answers Yes to the question Do you wish to provide Race/Ethnicity data for Other Persons with Lived Experience engaged during the reporting period? under ii a. Number engaged by Race in the reporting period
  • Each row in the Race table accepts values between 0-999,999. The following validation will display below each integer box: Enter an integer: 0 - 999,999.
  • The Total value in the Race table must be less than or equal to the sum of the values entered in the 3 engagement areas under Number engaged in the reporting period, by engagement area. Validation will display below the Total field as follows:

The value must be less than or equal to sum of three values reported by engagement area in Number engaged in the reporting period section, Total (102)

NOTE: The above value (102) is based on the sample counts used in the screenshots. This total value is for illustrative purposes only, and will differ in the system depending on the values submitted by the grantee.

Screenshot of Number engaged by race

Section iii b. Number engaged by Ethnicity in the reporting period

In this section, the grantee may provide information on the engagement of other persons with lived experience by Ethnicity. The Ethnicity tables will be disabled by default.

  • This is a required section if the grantee answers Yes to the question Do you wish to provide Race/Ethnicity data for Other Persons with Lived Experience engaged during the reporting period? under the section iii a. Number engaged by Race in the reporting period.
  • Each row in the Ethnicity table accepts values between 0-999,999. A validation will display below each integer box: Enter an integer: 0 - 999,999.
  • The Total value in the Ethnicity table must be less than or equal to the sum of the values entered in the 3 engagement areas under Number engaged in the reporting period, by engagement area. Validation will display below the Total field as follows:

The value must be less than or equal to sum of three values reported by engagement area in Number engaged in the reporting period section, Total (102)

  • The Total value in the Ethnicity table under this section must also match with the Total value in the Race table under section iii a. and a validation will display below the Total field under the Ethnicity table as follows:

This value should match the value in the Race, Total (103)

NOTE: The above values (103) and (102) are based on the sample counts used in the screenshot. These total values are for illustrative purposes only, and will differ in the system depending on the values submitted by the grantee.

Screenshot of number of people engaged by ethnicity

Section iv. Number engaged from other demographic groups that are underrepresented (OPTIONAL)

In this section, the grantee may answer the following question:

 Number engaged from other demographic groups that are underrepresented, in the reporting period (for example, underrepresented factors include sexual orientation, income/socioeconomic status, health status/disability, age, language, geography)

  • This is an optional question and the field accepts the integer values between 0-999,999.
NOTE: The examples of underrepresented factors all include categories for groups that are underrepresented, as well as categories that are not underrepresented. For example, all income statuses may not be underrepresented, but ,one low income status could be underrepresented. Numbers reported in this section should only include those from the underrepresented categories.

Screenshot of  Number engaged from other demographic groups that are underrepresented (OPTIONAL)

Section v. Other persons with lived experience compensation

In this section, the grantee answers the following question with Yes/No radio buttons:

In the reporting period, were other persons with lived experienced compensated for their engagement? (for example, paid faculty or staff, consultants, honoraria, etc.)

  • This is a required question if the grantee answers Yes to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part B. The following validation will display above Yes/No radio buttons:

Please provide a response for this field.

  • The following question under this section is disabled by default and will enable for data entry only if the grantee answers Yes to the question above.

If yes, number compensated in the reporting period (OPTIONAL)

  • This is an optional question and will enable for the data entry if grantee answers Yes to the question In the reporting period, were other persons with lived experienced compensated for their engagement? (for example, paid faculty or staff, consultants, honoraria, etc.)
  • This field will accept the integer values between 0-999,999.

Screenshot of Other persons with lived experience

Section vi. Program improvements

In this section, the grantee provides information to indicate whether engaging other persons with lived experience resulted in any changes to their program. The grantee answers the following question with Yes/No radio buttons:

In the reporting period, did engagement of other persons with lived experience result in any changes to your program?

  • This is a required question if the grantee answers Yes, engaged with or supported other persons with lived experience to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part B) to the question under Engagement of Persons with Lived Experience During Reporting Period section indicating to complete Part B. The following validation will display above Yes/No radio buttons:

Please provide a response for this field.

If yes, as a result of engaging persons with lived experience, what did the program achieve? (select all that apply)

  • This is a required question and the checkboxes will enable for the data entry if the grantee answers Yes to the question In the reporting period, did engagement of other persons with lived experience result in any changes to your program?

NOTE: If the grantee selects Other (specify) checkbox, a description is required in the Other Description field. The Other Description field accepts text, numbers, and special characters (not to exceed 1,000 characters).

Screenshot of program improvements

NOTE: Click Save to ensure the information is not lost due to inactivity on the form.

Comments

In this section, the grantee can enter additional information (not to exceed 5,000 characters). The Comments field accepts text, numbers, and special characters.

Screenshot of comments section

The grantee must click on Save or Save and Continue buttons before navigating away from this form to ensure all data entered is saved successfully.
  • The Save button will save the validated information captured in the form and the grantee will remain on the same form.
  • The Save and Continue button will save the validated information and the grantee will navigate to the next form.

The Go to Previous Page button will navigate to the previous form without saving any previously unsaved information.

Form-Level Rules and Validations

  • For New Competing Performance Reports (NCPRs), this form is not applicable.
  • For Non-Competing Continuation Performance Reports (NCCPRs) and Project Period End Reports (PPERs), the grantee must provide data based on the Yes/No selection to the question under Engagement of Persons with Lived Experience
  • Part Family Engagement is a required section and will be enabled for data entry only if the user has selected Yes, engaged with or supported family members to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part A) in Engagement of Persons with Lived Experience section.
  • Part Other Persons with Lived Experience Engagement is a required section and will be enabled for data entry only if the user has selected Yes, engaged with or supported other persons with lived experience to expand the capacity and reach of a program in meeting the needs of the program's MCH population (complete Part B) in Engagement of Persons with Lived Experience section.
  • Data checks and validations for all integer fields:
    • Accepts integer values only.
    • Accepts a maximum of six digits.
    • Does not accept decimal values.
    • Does not accept any text values.
  • If the grantee selected Other (specify), the corresponding description for that field is required.
  • Data checks and validations for all the description fields such as the Other Description:
    • Fields accept text, numbers, and special characters.
    • Fields accept a maximum of 1,000 characters.
The Comments text box accepts text, numbers, and special characters (not to exceed 5,000 characters).



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