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Training Module: APD Template County APD Process Training November 16, 2007

This training module provides an overview of the APD template and its sections, common issues and findings, and guidance on how to get started with the APD process. It also includes references and a Q&A section.

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Training Module: APD Template County APD Process Training November 16, 2007

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  1. Training Module: APD Template County APD Process Training November 16, 2007 California Health and Human Services Agency - Office of Systems Integration (OSI)

  2. Agenda • Introduction • Module Objectives • APD Template Sections • Common Issues and Findings • How to get started • References • Q&A

  3. Introduction Goals for the APD template: • Provide better direction on APD requirements for compliance with state and federal regulations • Develop consistency in APDs across projects • Standardize and simplify state review • Maximize efficiencies for state and county resources

  4. Module Objectives • Overview of Standard APD template • Purpose of template sections • Overview of detailed templates

  5. APD Detailed Templates • SAWS/Generic • Project benefits welfare-related programs • Project indirectly benefits multiple programs • CWS/CMS • Project benefits CWS programs • Dual • Project benefits both CWS and welfare-related programs. • APD requires approval of both project approval units

  6. APD Template APD Type: Enter the APD Type (CWS/CMS, Dual, SAWS/Generic) Tracking Number**: (**CWS/CMS or SAWS Project Office will assign tracking Number after first submission of APD)

  7. 1 Description of Request • Overview of request: • What? • How many? • Timeframe? • Date of purchase/implementation • Period of time for services • Summary Table

  8. 2 Business Justification • Why is this acquisition necessary? • Separate training module

  9. 3 Impact on Operations and Programs • Impact of not completing project or acquisition • Current operations • Administration of public assistance programs

  10. 4 Benefiting Programs • Programs that will benefit from use of • goods or services • Separate Training Module

  11. 5 Cost and Cost Allocation 5.1 Acquisition Costs Description • Itemized detail of one-time and recurring costs 5.2 Cost Allocation Methodology • Separate training module

  12. 6 Method of Procurement • How will the equipment, software or services be purchased? • Separate training module

  13. 7 Cost-Benefit Analysis • Qualitative Benefits • Benefits are intangible • Costs difficult to accurately quantify • Quantitative Benefits • Examination of the benefits associated with the acquisition in relation to the cost • Comparison of the baseline cost with the cost of the proposed alternative • Payback period

  14. 8 County Contact Information • County APD Preparer (Required) • Additional County Contact (Optional) • Fiscal or Administrative Manager • IT Director or Manager • Department Director

  15. Common Issues and Findings • All sections completed • Sufficient level of detail • Consistency throughout sections

  16. How to get started • Identify request • Begin APD as early in the fiscal year as possible • Utilize checklists and detailed templates • Request clarification and/or direction before, or any time during, development of APD • For questions about which detailed template to use (e.g. generic, dual), contact SAWS

  17. How to submit APDs • SAWS/Generic • Project.Approvals@osi.ca.gov • CWS/CMS and Dual • CWS_APD@osi.ca.gov

  18. References • http://bestpractices.osi.ca.gov/countyapd/countyapd.aspx • APD Template (Standard)  • APD Template (SAWS/Generic)  • APD Template (CWS/CMS)  • APD Template (Dual) • Is an APD Necessary? Checklist • OSI APD Review Checklist • APD Content Development Aid   

  19. Thank You

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