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TATS – TA Packet. Department of Health and Human Services Health Resources and Services Administration Bureau of Primary Health Care. Units – Topics Covered. This training will be broken down into the following units: Unit 1: Roles Involved Unit 2: Activities Performed by Each Role

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Presentation Transcript
Tats ta packet

TATS– TA Packet

Department of Health and Human Services

Health Resources and Services Administration

Bureau of Primary Health Care


Units topics covered
Units – Topics Covered

This training will be broken down into the following units:

  • Unit 1: Roles Involved

  • Unit 2: Activities Performed by Each Role

  • Unit 3: Assigning TA Packet


Roles involved

Unit 1

Roles involved


Roles involved1
Roles Involved

  • Following roles participate in the TA Packet module:

    • Vendor Staff: Technical Assistance Coordinator (TAC)

    • HRSA Staff: Project Officer (PO)

    • Consultant


Activities performed by each role

Unit 2

Activities performed by each Role


Activities performed by each role1
Activities Performed by Each Role

  • TAC can:

    • Assign TA Packet

    • Access TA Packet

    • Start/Edit TA Packet

    • Mark TA Packet as On-Hold or Cancelled

    • Submit TA Packet

  • PO can:

    • Access TA Packet

    • Review TA Packet

    • Provide Recommendation


Activities performed by each role2
Activities Performed by Each Role

  • Consultant can:

    • Access TA Packet

    • Review TA Packet (Documents)


Access ta packet from pending task list

Unit 3

access ta Packet FROM PENDING TASK LIST


Unit 3 access ta packet from pending task list topics covered section list
Unit 3: Access TA Packet From Pending Task ListTopics Covered – Section List

This unit is divided into the section listed below:

  • Section 1: Accessing TA Packet Task From Pending Task

    • Consultant


Access ta packet from list page consultant
Access TA Packet from List page - Consultant

You will be navigated to Prepare TA Report List page:

  • In the left-hand side menu, look for the section labeled as “Technical Assistance”, and click Access TA Packet.


Access ta packet from pending task list consultant
Access TA Packet From Pending Task List – Consultant

The Access TA Packet List page opens.

  • Locate the appropriate task, and then click Download TA Packet Documents under Options (B).

  • Click the Expand button to expand (or contract) the record to display additional detail (A).


Access ta packet from pending task list consultant contd
Access TA Packet From Pending Task List – Consultant (contd.)

The TA Packet Checklist page opens.

  • Click on the Download TA Packet Documents link, User will be navigated to TA Packet Checklist.

  • System will openthe read only version of the TA packet documents created and approved for the consultant will be displayed as part of the TA Packet task.


For questions please contact

TATS

For questions, please contact:

Ellen Czeh

Special Assistant on Contract Coordination

Office of National Assistance and Special Populations

301-443-9459

[email protected]


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