CBO Request New TA

The user needs to be logged in as a CDC Directly-Funded Community-Based Organization (CBO) user.  

Request a new Technical Assistance (TA) from the dashboard.

1. In the Request New TA box, click the Add button.
2. The Request New Technical Assistance (TA) dialog box displays.

3. Once you answer both questions, click the Proceed button.
4. Select an answer for the question, “Have you talked with your CDC project officer about this technical assistance (TA) request?
   1. If Yes is selected, you can move forward with creating a new request.
   2. If No is selected, you can move forward with creating a new request.
5. Select an answer for the question, “Are you requesting TA for your CDC-funded activities?
   1. If Yes is selected, you can move forward with creating a new request.
   2. If No is selected, the application will not allow you to move forward and you will have to contact the CDC-funded health department for assistance with submitting the request.

6. The Request for a New Reactive TA page displays.  

    Note: A request number is generated; make note of this number.

7. To view the New Request Details, click the plus (+) sign.
8. The New Request Details display.

9. To complete the request, answer the required questions (noted with double asterisks **).
10. Select a subtrack topic for which you would like technical assistance (TA).
    1. Hover over any of the buttons for additional information on a subtrack.
    2. Only one subtrack can be selected per request.
    3. Once a subtrack is selected it changes colors and will display below the buttons.

11. Answer the remaining required questions (noted with double asterisks **).
12. Identify the organization(s) that will receive the technical assistance (TA).

Note: The Community Based-Organization (CBO) of the logged-in user submitting the request will always display in the organization field.

13. To delete an organization from the field, click the x next to the organization name.

14.  Place your cursor inside the textbox and a list of organizations will display.
    1. You can type in the name(s) of the recipient organization or you can select them from the list.
    2. Click outside of the organization field to close the list.

Note: A Directly-Funded CBO organization needs to be included as a recipient if an Indirectly-Funded CBO organization is added as a recipient.

15. To add an announcement number, click the Select Announcement # link.
16. The Select Announcement # dialog box displays.

17. Select an announcement number and click the Save button.
18. To add a new organization, click the Add New Organization button.

Note: Before adding a new organization, check the list of existing organizations to confirm the organization you are about to add does not already exist in CTS.

19. The Add New Organization dialog box displays.

20. Answer the required questions (noted with double asterisks **) and click the Save button.
21. The new organization displays in the recipient organization section as seen in the image below.

22. Click the Assign Contacts link for the organization you just added.
23. The Assign Contact dialog box displays.

24. Click the Add New Contact button.
25. The Add a New Contact dialog box displays.

26. Enter the required information (noted with double asterisks **) and click the Save button.
27. The Assign Contacts dialog box displays.

28. The new contact name will automatically be selected. Click the Save button.
29. The contact is added to the organization and can be seen in the Recipient Contact(s) column.

30. To assign a different Point of Contact (POC), click the Change Request Contact button.
31. The Change Request Contact dialog box displays.

    Note: The Directly-Funded CBO organization displays by default.

32. Select a name from the Organization Name drop-down list.
33. Select a name from the Request Point of Contact drop-down list.
34. Click the Save button.
35. Click in the date field to select a date from the calendar or enter a date.
    1. The start date for the request should be 15 business days after the date the request has been submitted in CTS.

36. Select an option from the drop-down list to the question, “How would you like the TA to be delivered?”.

Note: The request can be saved even if the information provided for this page is incomplete.  Return later and complete the request.

37. Click the Submit button.
38. The Success message displays.

39. Click the OK button. The box closes and the dashboard displays.