Reporting Schedule Due-Dates Overview (continued page 2) Report Types Requirements Responsible Party Due OC Quarterly ASAPs receive OC data manager ASAPs make Report Type: pre-populated contact at each corrections to SAMS Excel spreadsheets to be ASAP and ILC. prior to the next spreadsheet alerted to reporting period. consumer data. corrections to be This report made in SAMS. ILCs: provides data EOEA sends out Quarter 1 due Oct. imported from on the 2nd week 20 (covers Jul.1 – SAMS and WILD of October, Sep.30) detailing January, April, and Quarter 2 due Jan. consumers’ goals / July. Refer to 20 (covers Oct.1 – intentions and column titled Dec.31) outcomes. Dates.” Quarter 3 due Apr. “Due 20 (covers Jan.1 – ILCs provide the Mar.31) data in Quarter 4 due Jul. spreadsheet and 20 (covers Apr.1 – submit to EOEA. Jun.30) ADRC-OC Note: The ADRC and OC Quarter 1 due reporting schedule Coordinators are October 20 (covers Quarterly Report Type: and additional responsible for Jul.1 Sep.30) – spreadsheet details are under coordinating data Quarter 2 due outreach report the instruction tab collection for this January 20 (covers and survey data. of the report. report and ensuring Oct.1 Dec.31) – that it is compiled in Quarter 3 due April a single spreadsheet 20 (covers Jan.1 – book for submission Mar.31) to EOEA. Quarter 4 due July 20 (covers Apr.1 – Jun.30) OC Semi-Annual OC Coordinators are Due January 30 Narrative Report responsible for (covers Jul.1 – Type: Word updating and Dec.31) “grid” document. for ensuring that Due July 30 (covers eacy agency submits. Jan.1 Jun.30) –
Reporting Schedule Due-Dates Overview (continued page 2) Report Types Requirements Responsible Party Due OC Quarterly Report Type: Excel spreadsheet consumer data. This report provides data imported from SAMS and WILD detailing consumers’ goals / intentions and outcomes. ASAPs receive pre-populated spreadsheets to be alerted to corrections to be made in SAMS. EOEA sends out on the 2nd week of October, January, April, and July. Refer to column titled “Due Dates.” ILCs provide the data in spreadsheet and submit to EOEA. OC data manager contact at each ASAP and ILC. ASAPs make corrections to SAMS prior to the next reporting period. ILCs: Quarter 1 due Oct. 20 (covers Jul.1 – Sep.30) Quarter 2 due Jan. 20 (covers Oct.1 – Dec.31) Quarter 3 due Apr. 20 (covers Jan.1 – Mar.31) Quarter 4 due Jul. 20 (covers Apr.1 – Jun.30) ADRC-OC Quarterly Report Type: spreadsheet outreach report and survey data. Note: The reporting schedule and additional details are under the instruction tab of the report. ADRC and OC Coordinators are responsible for coordinating data collection for this report and ensuring that it is compiled in a single spreadsheet book for submission to EOEA. Quarter 1 due October 20 (covers Jul.1 – Sep.30) Quarter 2 due January 20 (covers Oct.1 – Dec.31) Quarter 3 due April 20 (covers Jan.1 – Mar.31) Quarter 4 due July 20 (covers Apr.1 – Jun.30) OC Semi-Annual Narrative Report Type: Word document. OC Coordinators are responsible for updating “grid” and for ensuring that eacy agency submits. Due January 30 (covers Jul.1 – Dec.31) Due July 30 (covers Jan.1 – Jun.30)
oc-orientation-manual-2018-1.docx