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Training Module: APD Template
County APD Process Training November 16, 2007
California Health and Human Services Agency - Office of Systems Integration (OSI)
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2Date: 11/16/2007
Agenda
Introduction Module Objectives APD Template Sections Common Issues and Findings How to get started References Q&A
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3Date: 11/16/2007
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
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4Date: 11/16/2007
Module Objectives
Overview of Standard APD template
Purpose of template sections
• Overview of detailed templates
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5Date: 11/16/2007
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
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6Date: 11/16/2007
APD TemplateCalifornia Health and Human Services Agency
Office of Systems Integration (OSI)
Title: Enter Title
County Name: Enter the County Name
APD Submission Date: Enter Date as Month Name, Day, 4-
Digit Year
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)
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7Date: 11/16/2007
1 Description of Request
• Overview of request:– What?– How many? – Timeframe?
• Date of purchase/implementation• Period of time for services
– Summary Table
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8Date: 11/16/2007
2 Business Justification
• Why is this acquisition necessary?– Separate training module
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9Date: 11/16/2007
3 Impact on Operations and Programs
Impact of not completing project or acquisition – Current operations– Administration of public assistance programs
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4 Benefiting Programs
• Programs that will benefit from use of goods or services
– Separate Training Module
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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
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6 Method of Procurement
How will the equipment, software or services be purchased?– Separate training module
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• 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
7 Cost-Benefit Analysis
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• County APD Preparer (Required)
• Additional County Contact (Optional)- Fiscal or Administrative Manager- IT Director or Manager- Department Director
8 County Contact Information
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Common Issues and Findings
All sections completed Sufficient level of detail Consistency throughout sections
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16Date: 11/16/2007
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
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17Date: 11/16/2007
How to submit APDs
SAWS/Generic– [email protected]
CWS/CMS and Dual– [email protected]
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18Date: 11/16/2007
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
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19Date: 11/16/2007
Thank You