AR Off-site SFA-level Forms

The Off-site SFA-level forms provided by the USDA are usually completed prior to the on-site visit and completion of the On-site forms. The State may allow SFAs/Sponsors to assist in completing the forms, if desired.

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select Detail next to the Review Forms option. The Review Forms screen displays.

5. Select Modify for the desired Off-site Assessment form.

6. Complete all review questions.

o To record Technical Assistance that was provided, select and the Technical Assistance pop-up screen displays for identifying type of assistance given.

o To view additional information, select and the tool tip pop-up will display.

o To supplement a response with an attachment, select to upload an attachment.

o To enter a State comment, select and enter the comment text.

7. Select Validate to save the form and check for errors.

If the form contains errors (e.g., a required question was not answered), an error message displays and the form was saved with an Error status.

8. Select <Edit to return to the form. Questions with errors display with a red indicator () beside the question number. Otherwise, select Finish to save the data entered and return to the Review Forms screen.

9. Correct any errors and select Validate. Once the form has been saved without errors, the status changes to “Pending Review.”

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select Detail next to the Review Forms option. The Review Forms screen displays.

5. Select Modify for the desired review form.

6. Review the information on the form.

7. In the Internal Use Only section, select the “Reviewed” or “Completed” status (as applicable for your State) from the dropdown list.

8. Enter any Internal Comments (viewable by State users only).

9. Enter any Comments to SFA (viewable by State and SFA users).

10. Select Validate.

Note: If a form is not applicable to a specific SFA and/or Review, the State can choose “Not Applicable” as the form Status so that is displays as such on the Review Forms screen.