For DOE: Create an RFP - Two Example Instructions

In the example instructions below, we walk you through two example scenarios for creating a Request for Provider (RFP) document. The goal is to create an RFP  for LOC 02 and LOC 13 and bring them to “Submitted” status.

A NOTE ABOUT ACCESS: This function is available to authorized users only. In addition, those who have access to this function may not have access to all fields and buttons mentioned in this document. Please contact the person who set up your access rights if you have any questions.

Create a Request for Provider (RFP)  - LOC 02

1. Login to eCSSS with appropriate security rights.

2. Select Service Mgmt from the eCSSS Home screen:

   

3. Select the RFP Management tab:

   

4. Click the Add button. 

5. Enter data into the Request for Provider as follows:

   

   1. Student Name:  Select Student.

   2. Requested By: Select any user

   3. Service Status: Select “New”

   4. Primary Eligibility: Select any value from the drop-down list

   5. Start Date: Enter “01/28/2012”

   6. End Date: Enter “02/02/2012”

   7. Minutes: Enter “60”

   8. Interval: Select “Date Range”

   9. Frequency: Select “Anytime”

   10. LOC: Select “LOC 02 – Emotional Behavioral Assessment – Annual Update”

   11. Billing District: Select “Honolulu”

   12. Agency: Select the Agency you created previously in Part I (“Agency” with your first initial and last name)

   13. Contract Type – Package ID: Select the Contract Type – Package ID you created previously in Part I (“Assessments” with your first initial and last name)

   14. Billing Type: Select “All Credential Lvls”

   15. Paying District: Select “Honolulu”

   16. Paying School: Select “Aina Haina”

   17. DOE Billing Address: Select any of the Billing Addresses listed

6. Submit the RFP:

   

   1. Routing: Select “ASD”

   2. Check the box next to “Submit”

   3. Click the Save button on the RFP screen

   4. Verify the Status reflects “Submitted (NP)”   *NP = No Provider

7. Link Supporting Documents on the RFP Authorization tab:

    

   1. Click the Link PP button, the Link Supporting Documents window opens:

      

   2. Select the Emotional Behavioral Assessment Supporting Document you created previously.

   3. Click the OK button to return to the RFP Authorization tab.

   4. Select the Emotional Behavioral Assessment Supporting Document you created previously.

   5. Click the OK button to return to the RFP Authorization tab.

   
   

8. Add yourself as a Provider to the Providers tab:

   

   1. Select yourself in the Provider drop-down list

   2. Click the Add button

9. Click the Save button then click the Close button on the Request for Provider screen.

    

10. Review the RFP Management tab:

Check data entered:

c   The RFP you entered is displayed on the RFP Management tab

c   The RFP Status reflects “Submitted”

Create a Request for Provider (RFP)  - LOC 13

Navigational Workflow:

1.      Login to eCSSS with appropriate security rights.

2.      Select Service Mgmt from the eCSSS Home screen:

3.      Select the RFP Management tab:

4.      Click the Add button. 

5.      Enter data into the Request for Provider as follows:

a.      Student Name:  Select Student.

b.      Requested By: Select any user

c.       Service Status: Select “New”

d.      Primary Eligibility: Select any value from the drop-down list

e.      Start Date: Enter “01/22/2012”

f.        End Date: Enter “02/04/2012”

g.      Minutes: Enter “90”

h.      Interval: Select “Week”

i.        Frequency: Select “1”

j.        LOC: Select “LOC 13 – Individual Counseling”

k.       Billing District: Select “Honolulu”

l.        Agency: Select the Agency you created previously in Part I (“Agency” with your first initial and last name)

m.    Contract Type – Package ID: Select the Contract Type – Package ID you created previously in Part I (“Assessments” with your first initial and last name)

n.      Billing Type: Select “All Credential Lvls”

o.      Paying District: Select “Honolulu”

p.      Paying School: Select “Aina Haina”

q.      DOE Billing Address: Select any of the Billing Addresses listed

6.      Submit the RFP:

a.      Routing: Select “ASD”

b.      Check the box next to “Submit”

c.       Click the Save button on the RFP screen

d.      Verify the Status reflects “Submitted (NP)”   *NP = No Provider

7.      Link Supporting Documents on the RFP Authorization tab:

a.      Click the Link PP button, the Link Supporting Documents window opens:

b.      Select the Emotional Behavioral Assessment Supporting Document you created previously.

c.       Click the OK button to return to the RFP Authorization tab.

d.   Select the Emotional Behavioral Assessment Supporting Document you created previously.

e.        Click the OK button to return to the RFP Authorization tab.

8.      Add yourself as a Provider to the Providers tab:

a.      Select yourself in the Provider drop-down list

b.      Click the Add button

9.      Click the Save button then click the Close button on the Request for Provider screen.

10.  Review the RFP Management tab:

Check data entered:

c   The RFP you entered is displayed on the RFP Management tab

c   The RFP Status reflects “Submitted”