Guidelines and Policy

Form Overview

On the Guidelines and Policy form, the grantee provides details on activities to develop or increase the use of guidelines and/or policies during the reporting period.

The form will display as “Guidelines and Policy” under the ‘Activity Forms’ section on the left menu.

Applicable Report Types

FormReport Types

NCPR

NCCPR

PPER

Guidelines and Policy
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

Guidelines and Policy Detail Sheet

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

  • Definitions
  • Instructions

Screenshot of Guidelines and Policy

Guidelines and Policy During Reporting Period

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

During the reporting period, did your program develop or increase use of guidelines and/or policies?

  • 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 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, they will not be able to select first or second checkboxes.
    • If the grantee selects the No checkbox, then 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 Reporting Period

Part A. Guidelines

This is a required section if the grantee answers Yes, guidelines (complete Part A) to the During the reporting period, did your program develop or increase use of guidelines and/or policies? question under Guidelines and Policy During Reporting Period section.

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

Guidelines refer to activities that develop, modify, or implement guidelines within or between organizations and/or institutions, or at the local, state, or national level. Guidelines are guidance that is recommended but not mandatory (for example, Bright Futures, Women’s Preventive Services Initiative, etc.)

Level of intended change of guideline(s)

  • In this question, the grantee must select one or more options from the checkboxes that indicate the level the guideline(s) targets and expects to see change during the reporting period. The following validation will display above the checkboxes: Please provide a response for this field.
  • The grantee must select at least one of the following options:
    • Organizational/Institutional
    • Local
    • State
    • National

Screenshot of Guidelines

Outputs (complete applicable outputs)

In this section, the grantee provides information on the applicable outputs for guideline development/usage during the reporting period. This section is optional, and the grantee may answer the following questions only if applicable.

Number of guidelines developed/proposed/modified in the reporting period

  • This field is optional and accepts integer values between 0-999,999.

Number of guidelines implemented in the reporting period

  • This field is optional and accepts integer values between 0-999,999.

Number of individuals/providers implementing guidelines

  • This field is optional and accepts integer values between 0-999,999.

Number of organizations implementing guidelines

  • This field is optional and accepts integer values between 0-999,999.

Number of localities (for example, city, county, etc.) implementing guidelines

  • This field is optional and accepts integer values between 0-999,999.

Number of states implementing guidelines

  • This field is optional and accepts integer values between 0-999,999.

 Screenshot of Outputs


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

Part B. Policies

This is a required section if the grantee answers Yes, policies (complete Part B) to the During the reporting period, did your program develop or increase use of guidelines and/or policies? question under Guidelines and Policy During Reporting Period section.

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

Policies refer to activities that develop, modify, or implement policies within or between organizations and/or institutions, or at the local, state, or national level. Policies outline the requirements or rules that must be met. Policies frequently refer to standards or guidelines as the basis for their existence (for example, state policy that Medicaid cover recommended preventive services, etc.).

Level of intended change of policy(ies)

  • In this question, the grantee must select one or more options from the checkboxes that indicate the level the policy(ies) targets and expects to see change during the reporting period. The following validation will display above the checkboxes: Please provide a response for this field.
  • The grantee must select at least one of the following options:
    • Organizational/Institutional
    • Local
    • State
    • National

 Screenshot of Policies


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

Outputs

In this section, the grantee provides information on the applicable outputs for policy development/usage during the reporting period. This section is optional, and the grantee may answer the following questions only if applicable.

Number of policies developed/proposed/modified in the reporting period

  • This field accepts integer values between 0-999,999.

Number of policies implemented/passed in the reporting period

  • This field accepts integer values between 0-999,999.

Number of organizations implementing/passing policies

  • This field accepts integer values between 0-999,999.

Number of localities implementing/passing policies

  • This field accepts integer values between 0-999,999.

Number of states implementing/passing policies

  • This field accepts integer values between 0-999,999.

 Screenshot of Outputs


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

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 Form button will navigate the grantee 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 selections in the question under Guidelines and Policy During Reporting Period
  • Part Guidelines is a required section and will be enabled for data entry only if the user has selected Yes, guidelines (complete Part A) in response to the question under Guidelines and Policy During Reporting Period section.
  • Part Policies is a required section and will be enabled for data entry only if the user has selected Yes, policies (complete Part B) in response to the question under Guidelines and Policy During Reporting Period 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.
  • The Comments text box will accept text, numbers, and special characters (not to exceed 5,000 characters).