Technical Assistance - Annual Training Portal Demo

So we're going ahead and get started and as I share my screen you'll see the first page of a program overview. So the portal link that I put inside the portal. I'm not sure if you can notice, but it has a suffix of SSBCI Dash home dash page which I have highlighted up in the URL. If you have a different URL that does not have that SSBCI homepage, it's going to look like this. And then it's going to drop you right into our home splash screen where you will have to dismiss the warning and then Scroll down just a little bit to see the SSBCI program tile. And once clicking that you'll see the URL switch back to having the SSBCI homepage. So once you're here, we need you to come over to the left hand navigation and once you click on Technical Assistance Program reports, then once you're here, you'll notice that it defaults to our Semi annual Reports tab and you just simply click on the TA program and your reports tab to get to your annual reports. Again, this is going to be my demo environment. Some things are going to be a little different in terms of how many reports I have here, but if you log in today before the portal is actually open for submission, you're going to get a dark blue view icon. Once the the submission window opens on April 1st, this dark blue will turn into a light blue pencil icon. So on April first, you're going to be able to click on the light blue icon to enter your annual report. I see a lot of familiar names, but I see some others that I haven't seen before on the meeting, so most people are going to be familiar with how everything navigates in here. For others that are not familiar, we have a left hand navigation where you're going to able to cook through each one of the sections and towards the bottom of each page you're going to have a back or you're going to have a back and a next. Depending on which page you are in the quarterly report, you're also going to see a widget on the top right hand side that gives you information about the quarterly report. So it's going to give the report record the recipient, your TA application, and it's also going to show the deadline. It's going to also give you a status of what the report is in right now. So we're going to jump back to section one and we're going to move through the demo. First thing that you're going to notice is going to be some red text. Again, this is my testing environment. So these dates are going to be a little different. The current submission window is going to be April 1st through April 30th and then you're going to have your reporting period, which is going to be the reporting period ending March 31, 2024. Also inside of this user instructions you're going to have a link to the TA program Reporting Guidance and also have another link for the reports guidance. Here we have the e-mail address if you have any questions or concerns while you're filling out the the annual report and you can simply just e-mail over to the SSBCI_information at treasury.gov and again, always include your outreach manager in any of those communications. Moving on to Section 2 is going to be the Recipient Information section, and this section is going to pull all the important information from your TA application here. So we just ask that you check this out. So you're going to have your recipient entity name, the type of entity, and then all of the other information provided here. So we just ask that you make sure that this information is correct. If anything is incorrect or concerning to you, please reach out to us at the Information Inbox with the Outreach Manager. The second area down here is going to be the Contacts area, and this is going to list all of the users in your account. It's also going to show the different roles that these users have. And we understand that TA reporting may be a different population than your organization, than the people that have submitted your TA application. So we give you the ability to visit our COVID Relief 19 hub, COVID-19 Relief Hub and this Word page towards the right. If you click that, it will take you to a separate page where you're able to manage the contacts with inside of your account. So you'll be defaulted to an Account Roles page. And the first thing that you're going to need to do is click Certification and you can enter your name inside of the white box here and you're going to hit submit. And this is basically certifying that you are a person that's able to add someone as a contact to your account. Once you have that certification filled out then the designation form option will show and again you're going to see all of the accounts, so all the contact records what's inside of your account. You have two things that you can do here. You can add a new contact by pressing the Add a new contact or you can edit a current contact if you need to add roles for anyone in your organization. So as an example, if we're going to add a new contact and click the blue button and then the contact form is going to open up and then you're just going to enter all of the required information inside of each one of these required fields that have the red*. Once you have it all filled in, you will click this drop down. And as Carmen mentioned, there may be several people that have capital program roles already for access for capital programs. But if you have someone that needs the TA roles in order to get this TA and your report submitted, you would Scroll down towards the bottom where you're going to see the roles for your your your TA. And again, this is my testing environment, so I don't have all the roles selected in here, but essentially going over the roles again, we do have the SSBCITA account admin role that you can add and it's the person that can view and download the annual report from the portal. We also have a SSBCITA account POC role and this is the one that can view, download and they can also upload the annual report inside of the portal. And the one that I have selected here with the SSBCITA Authorized representative is a role that's least restrictive and can do everything inside of the portal which includes view, can download, upload and can submit and certify. And again this is the only role that can submit and certify within the portal. There are no limits in terms of how many people you add as a contact and there are no limits in terms of how many people can have the TA authorized Representative. One thing also just to make sure that we don't conflate is the authorized representative role inside of the portal is not the same as your authorized official with inside of your application. The authorized official inside the application has the ability to sign on behalf of your organization. This authorized representative role is only a role that allows certain access rights with inside of the portal. Once you have your appropriate role selected then you would just click add new contact and I'm not going to do that because it's in my testing environment and may throw things a little left. But you click add new contact and then that new contact will be added to your list of contacts for your organization. One other note is new users will need to go through an ID dot me process. So we really suggest that you add that person here first and then have that individual go through the ID dot me process just to make sure that they are automatically associated with your your jurisdiction. So with that, we're going to jump back to the annual report. So we're finished up in the Section 2 and we're going to move over to Section 3 and Section 3 is the first section where we're going to have some downloads and uploads. So that was mentioned, yes. Quick question, some of the participants are asking what will they see if if they haven't previously submitted a report or what will be available to them when they initially log on? Will they if they have not submitted a report, right. What happened is we already have the the jurisdictions outline that should be received submitting a report. If you are not a jurisdiction that is not ready to submit a report, this area is going to be blank because it's going to be your first time, you're not going to see anything. OK. I just wanted to validate that. Thank you. Yep. This only shows if it's been identified where jurisdiction has a required call in report that we're expecting. OK, so we'll jump back into the quarterly report and we were on Section 3 with the upload section. And as mentioned earlier, there are two different types of templates. We had the manual data entry format template and towards the end of that sentence you're going to see the word here where you're able to click and download that template. We also had a copy and paste data entry format where at the end of that sentence you're going to have the word HERE where you're able to click that word in order to initiate the download of that template. We have some notifications in here that TA recipients must either under each template provide information. We also have another note towards the bottom that each TA recipient must complete one version of the annual report template. So with this annual report template, once you have that downloaded and filled in and you're ready to upload, you would Scroll down towards the bottom and you see upload file section here. Now this one is going to be an Excel only upload because we provide to you in excel and once you click on to your File Explorer you're only going to get excel options in terms to upload. So we're going to upload a blank template. So I'm highlighting click open. You're going to see a dialog box that pops open and once it turns blue, click done and then that file is going to be loaded to the file table down below. And I'm not sure if anyone noticed it, but the beginning draft was not started and once I uploaded that first upload then the status changed the draft and then they also the upload capabilities is grayed out because you have a file already existing here. Moving on to the annual report narrative, and this is the one where you're going to be providing information and we tell you a little bit about what we're expecting. So once you have that narrative complete and this one can be uploaded as APDF or a Word version, you similarly will click Upload files and you're going to search within your explorer and you see it's only giving me an option of Word and PDF. And you click your narrative and you click open, You're going to click Done. You'll see it populated in the table here. And we're ready to move on to Section 5, which is the certification and submission. Once you're on this page and you're ready to certify and submit and we ask that you copy your name here and paste it into the white box here. I say copy and paste because this white box is both case and space sensitive. So if you notice I just changed my capital S to a lower case F Yes, if I hit certify and submit, I'm going to get an error message. The name entered certification does not match the logs. So go back in and change that to a capital S and then you're ready to certify and submit by clicking the certify and submit button towards the bottom right. Once you do that, you're going to get a green success and this should turn to submit it. So I'm going to hit a refresh of that page and then you'll see the green submitted button towards the top. One option that we do allow is while you're with inside of this submission window, meaning before the deadline. If you go back to Section 5 and you've realized that you submitted some incorrect information or you want to update what has been previously submitted, we do allow an unsubmit. And again, this is only available while you're within the submission window, IE before the deadline and you would just simply click on submit and it's going to give you a confirmation for you to unsubmit. And then you just go back to each one of these sections, your Excel upload section, and upload your new file. Here. You're also going to go back to your Annual or Narrative section and you're going to upload your report narrative if it's different. And then you're going to go back to Section 5 and just click resubmit again. So that ends the demo. I'm going to pass it back over to Terry. Thank you.