Specific Grant Guidance

This area is for tutorials and documents related to specific grant implementation. It will likely need to be updated each fiscal year or when there are significant grant changes.

Other Reports in Sugar you may find helpful with Reconciliation!
Most existing reports won’t need to change to accommodate this new funding, they will simply show all records since the beginning of the fiscal year on July...
Thu, 4 Feb, 2021 at 12:50 PM
How to fill out your OEC Invoice Template!
Below are the steps to fill out your OEC Invoice Template.  You can follow these steps or you can view this short Video for a more detaile...
Tue, 17 Aug, 2021 at 1:36 PM
CSQI Targeted/Expanded Reconciliation FAQ's!
Please make sure you are following the steps in the Step by Step Monthly Reconciliation Guide as you prepare your monthly invoice to the O...
Tue, 17 Aug, 2021 at 1:23 PM
Directions for unlocking a "Billed to Funder" record so Council can edit!
Below are the steps for if Council's need to request that their OEC Program Officer unlock any Spending or Coaching records in Sugar after they have be...
Thu, 4 Feb, 2021 at 3:18 PM
Videos: Step by Step Monthly Reconciliation Process
For our visual learners, the videos below will walk you through the full process to reconcile your Targeted and Expanded (TSQI/ESQI) funding in Sugar, and t...
Tue, 17 Aug, 2021 at 1:35 PM
Helpful Reminders for TSQI and ESQI Funding
As of June 1st, 2021 the HSQI Funding abbreviation became ESQI in Sugar and ecConnect and is for Programs Level 1-5 that serve families with High Needs (as ...
Tue, 14 Sep, 2021 at 10:05 AM