**Indiana PRACTICE TA Contracts**

**STEP BY STEP PROCESS for FISCAL YEAR 2008**

**CONTRACTS IN ProTracts (EQIP)**

+------+------------+--------------------------------------------------+
| *    |            |                                                  |
| *APP |            |                                                  |
| LICA |            |                                                  |
| TION |            |                                                  |
| PHA  |            |                                                  |
| SE** |            |                                                  |
|      |            |                                                  |
| **(  |            |                                                  |
| EXIS |            |                                                  |
| TING |            |                                                  |
| C    |            |                                                  |
| ONTR |            |                                                  |
| ACTS |            |                                                  |
| AND  |            |                                                  |
| 2008 |            |                                                  |
| APP  |            |                                                  |
| LICA |            |                                                  |
| TION |            |                                                  |
| S)** |            |                                                  |
+------+------------+--------------------------------------------------+
| **   | **WHO**    | **DOES WHAT**                                    |
| Step |            |                                                  |
| \#** |            |                                                  |
+------+------------+--------------------------------------------------+
| > ** | **EQIP     | 1)  Notifies NRCS they are ready to use a TSP    |
| 1.** | A          |     for a practice scheduled **in 2008** for     |
|      | pplicant** |     their Technical Services **for a fiscal year |
|      |            |     2003 through 2008 EQIP                       |
|      |            |     contract/application**.                      |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Determines the TSP Payment Rates for the     |
| 2.** | DC**       |     practice from TechReg                        |
|      |            |     ([**http:                                    |
|      |            | //techreg.usda.gov**](http://techreg.usda.gov/)) |
|      |            |     -- **print the page and file in the case     |
|      |            |     file**.                                      |
|      |            |                                                  |
|      |            | 2)  Reviews Payment rates with the **Contract    |
|      |            |     Holder.**                                    |
|      |            |                                                  |
|      |            |     a.  Advises the **Contract Holder** that the |
|      |            |         TSP they choose must be certified in the |
|      |            |         appropriate category in TechReg.         |
|      |            |                                                  |
|      |            |     b.  Advises the **Contract Holder** that TA  |
|      |            |         Services are paid as follows:            |
|      |            |                                                  |
|      |            |         i.  Reimbursements for **Planning        |
|      |            |             (910)** are only available for the   |
|      |            |             development of a Prescribed Forestry |
|      |            |             Plan and may be requested            |
|      |            |             independent of other TA services,    |
|      |            |             and will be paid upon delivery of    |
|      |            |             the following:                       |
|      |            |                                                  |
|      |            |             1.  Appropriate documents as defined |
|      |            |                 in the Statement of Work for the |
|      |            |                 practice in Section IV of the    |
|      |            |                 eFOTG.                           |
|      |            |                                                  |
|      |            |             2.  Bill of Services from the TSP.   |
|      |            |                                                  |
|      |            |         ii. Reimbursements for **Design (911)**  |
|      |            |             of the practice may be requested     |
|      |            |             independent of other TA services for |
|      |            |             non-engineered practices (for        |
|      |            |             engineered practices, 911 + 912 +    |
|      |            |             913 must be scheduled together), and |
|      |            |             will be paid upon delivery of the    |
|      |            |             following:                           |
|      |            |                                                  |
|      |            |             1.  Appropriate documents as defined |
|      |            |                 in the Statement of Work for the |
|      |            |                 practice in Section IV of the    |
|      |            |                 eFOTG.                           |
|      |            |                                                  |
|      |            |             2.  Bill of Services from the TSP.   |
|      |            |                                                  |
|      |            |         iii. Reimbursements for                  |
|      |            |              **Installation (912) and Check Out  |
|      |            |              (913)** [must be requested          |
|      |            |              together]{.underline}, and will be  |
|      |            |              paid upon delivery of the           |
|      |            |              following:                          |
|      |            |                                                  |
|      |            |              1.  Appropriate documents as        |
|      |            |                  defined in the Statement of     |
|      |            |                  Work for the practice in        |
|      |            |                  Section IV of the eFOTG.        |
|      |            |                                                  |
|      |            |              2.  Bill of Services from the TSP   |
|      |            |                  (for both Installation and      |
|      |            |                  Checkout).                      |
|      |            |                                                  |
|      |            | > **NOTE:** requests for 912 and 913 should      |
|      |            | > accompany bills for installation of the        |
|      |            | > practice (Financial Assistance payments) and   |
|      |            | > should all be processed at the same time.      |
|      |            |                                                  |
|      |            | 3)  If the **EQIP Applicant** is still           |
|      |            |     interested;                                  |
|      |            |                                                  |
|      |            |     a.  Provides them the ***'TSP Step-By-Step   |
|      |            |         Process for Program Participants'*** and |
|      |            |         ensures they understand the information. |
|      |            |                                                  |
|      |            |     b.  *C*ompletes the top sections             |
|      |            |         (participant information and practice    |
|      |            |         table) on the ***'FY08 TSP Request Form' |
|      |            |         http://www.in.                           |
|      |            | nrcs.usda.gov/programs/2008eqip/eqip2008.html*** |
|      |            |                                                  |
|      |            |     c.  Informs the **Contract Holder** of their |
|      |            |         requirement to contact and document a    |
|      |            |         TSP to provide the services.             |
+------+------------+--------------------------------------------------+

Application Phase is continued on the next page

+------+------------+--------------------------------------------------+
| *    |            |                                                  |
| *APP |            |                                                  |
| LICA |            |                                                  |
| TION |            |                                                  |
| PHA  |            |                                                  |
| SE - |            |                                                  |
| con  |            |                                                  |
| tinu |            |                                                  |
| ed** |            |                                                  |
|      |            |                                                  |
| **(  |            |                                                  |
| EXIS |            |                                                  |
| TING |            |                                                  |
| C    |            |                                                  |
| ONTR |            |                                                  |
| ACTS |            |                                                  |
| AND  |            |                                                  |
| 2008 |            |                                                  |
| APP  |            |                                                  |
| LICA |            |                                                  |
| TION |            |                                                  |
| S)** |            |                                                  |
+------+------------+--------------------------------------------------+
| **   | **WHO**    | **DOES WHAT**                                    |
| Step |            |                                                  |
| \#** |            |                                                  |
+------+------------+--------------------------------------------------+
| > ** | **EQIP     | 1)  Contacts TSPs from TechReg                   |
| 3.** | A          |     ([**http:                                    |
|      | pplicant** | //techreg.usda.gov**](http://techreg.usda.gov/)) |
|      |            |     who are certified to complete the requested  |
|      |            |     services.                                    |
|      |            |                                                  |
|      |            | 2)  Documents the selected TSP's Name and TSP    |
|      |            |     TechReg ID \# on the ***'FY08 TSP Request    |
|      |            |     Form'*.**                                    |
|      |            |                                                  |
|      |            | 3)  Delivers the ***'FY08 TSP Request Form'***   |
|      |            |     to the **NRCS DC**.                          |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Forwards all ***'FY08 TSP Request Forms'***  |
| 4.** | DC**       |     to the **Area Office** as they are received  |
|      |            |     from the **Contract Holder**.                |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Completes the ***'FY08 TSP Request           |
| 5.** | Area       |     Spreadsheet'*** and forwards to the **State  |
|      | Office**   |     Office** (Tony Bailey and Jim Dunaway) on    |
|      |            |     each EQIP selection date until funds are     |
|      |            |     exhausted.                                   |
+------+------------+--------------------------------------------------+
| *    |            |                                                  |
| *FUN |            |                                                  |
| DING |            |                                                  |
| APPR |            |                                                  |
| OVAL |            |                                                  |
| PHA  |            |                                                  |
| SE** |            |                                                  |
|      |            |                                                  |
| **(  |            |                                                  |
| EXIS |            |                                                  |
| TING |            |                                                  |
| C    |            |                                                  |
| ONTR |            |                                                  |
| ACTS |            |                                                  |
| ONL  |            |                                                  |
| Y)** |            |                                                  |
+------+------------+--------------------------------------------------+
| > ** | **ASTC-P** | 1)  Determines if funds are available and makes  |
| 1.** |            |     funding decisions based on received          |
|      |            |     requests.                                    |
|      |            |                                                  |
|      |            |     a.  **If FUNDS ARE NOT AVAILABLE:**          |
|      |            |                                                  |
|      |            |         i.  Notifies the **AC**.                 |
|      |            |                                                  |
|      |            |     b.  **If FUNDS ARE AVAILABLE:**              |
|      |            |                                                  |
|      |            |         i.  Transfers required funds to the      |
|      |            |             appropriate county in ProTracts      |
|      |            |             until funds are exhausted.           |
|      |            |                                                  |
|      |            |         ```{=html}                               |
|      |            |         <!-- -->                                 |
|      |            |         ```                                      |
|      |            |         i.  Notifies **AC** that funds are       |
|      |            |             available for TSP services until     |
|      |            |             funds are exhausted.                 |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Modifies the contract in ProTracts           |
| 2.** | DC**       |                                                  |
+------+------------+--------------------------------------------------+
| > ** | **AC**     | 1)  Reviews the modification request in          |
| 3.** |            |     ProTracts.                                   |
|      |            |                                                  |
|      |            |     a.  If the modification request is           |
|      |            |         incorrect, notifies the **NRCS DC**.     |
|      |            |                                                  |
|      |            |     b.  If the modification request is correct,  |
|      |            |         approves the modification in ProTracts   |
|      |            |         using the [08 TSP TA Fund                |
|      |            |         Code]{.underline}.                       |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Prints the ***NRCS-CPA-1156*** from          |
| 4.** | DC**       |     ProTracts.                                   |
|      |            |                                                  |
|      |            | 2)  Signs the ***NRCS-CPA-1156. (In the space    |
|      |            |     next to the Electronic Signature from above. |
|      |            |     The SWCD does not sign these                 |
|      |            |     modifications.***                            |
|      |            |                                                  |
|      |            | 3)  Obtains the **Contract Holder's** signature. |
+------+------------+--------------------------------------------------+

+-----+-----------+---------------------------------------------------+
| **F |           |                                                   |
| UND |           |                                                   |
| ING |           |                                                   |
| AP  |           |                                                   |
| PRO |           |                                                   |
| VAL |           |                                                   |
| P   |           |                                                   |
| HAS |           |                                                   |
| E** |           |                                                   |
|     |           |                                                   |
| *   |           |                                                   |
| *(2 |           |                                                   |
| 008 |           |                                                   |
| APP |           |                                                   |
| LIC |           |                                                   |
| ATI |           |                                                   |
| ONS |           |                                                   |
| O   |           |                                                   |
| NLY |           |                                                   |
| )** |           |                                                   |
+-----+-----------+---------------------------------------------------+
| **1 | *         | 1)  Determines if funds are available and makes   |
| .** | *ASTC-P** |     funding decisions based on application        |
|     |           |     ranking.                                      |
|     |           |                                                   |
|     |           |     a.  **If FUNDS ARE AVAILABLE:**               |
|     |           |                                                   |
|     |           |         i.  Transfers required FA and TA funds to |
|     |           |             the appropriate county in ProTracts   |
|     |           |             until funds are exhausted.            |
|     |           |                                                   |
|     |           |         ```{=html}                                |
|     |           |         <!-- -->                                  |
|     |           |         ```                                       |
|     |           |         i.  Marks the Application as 'Approved'.  |
+-----+-----------+---------------------------------------------------+
| **2 | **DC**    | 1)  For all Approved Applications, completes      |
| .** |           |     remaining steps for Contract Obligation.      |
+-----+-----------+---------------------------------------------------+

+------+-----------+---------------------------------------------------+
| **   |           |                                                   |
| PRAC |           |                                                   |
| TICE |           |                                                   |
| IM   |           |                                                   |
| PLEM |           |                                                   |
| ENTA |           |                                                   |
| TION |           |                                                   |
| PHA  |           |                                                   |
| SE** |           |                                                   |
|      |           |                                                   |
| **(  |           |                                                   |
| EXIS |           |                                                   |
| TING |           |                                                   |
| CONT |           |                                                   |
| RACT |           |                                                   |
| S)** |           |                                                   |
+------+-----------+---------------------------------------------------+
| > ** | *         | 1)  Hires a **TSP** who is certified to provide   |
| 1.** | *Contract |     the technical assistance for the contracted   |
|      | Holder**  |     practice from <http://techreg.usda.gov/>      |
+------+-----------+---------------------------------------------------+
| **   | **TSP**   | 1)  Provides the applicable technical assistance  |
| 2.** |           |     activities identified for each practice on    |
|      |           |     the***NRCS-CPA-1156*** to the **Contract      |
|      |           |     Holder** as defined in the Statement of Work  |
|      |           |     in Section IV of the eFOTG for the practice.  |
|      |           |                                                   |
|      |           | 2)  (if appropriate) Certifies completion of work |
|      |           |     on the NRCS Nutrient Management Plan, CNMP,   |
|      |           |     and/or Pest Management Plan checklists.       |
+------+-----------+---------------------------------------------------+
| **   | *         | 1)  Provides all of the following to the **NRCS   |
| 3.** | *Contract |     DC**:                                         |
|      | Holder**  |                                                   |
|      |           |     a.  Practice Design(s) and other              |
|      |           |         documentation as defined in the Statement |
|      |           |         of Work for the practice in Section IV of |
|      |           |         the eFOTG + Invoices for services         |
|      |           |         provided.                                 |
|      |           |                                                   |
|      |           |     b.  Practice Installation                     |
|      |           |         **[and]{.underline}** Practice Check Out  |
|      |           |         documentation as defined in the Statement |
|      |           |         of Work for the practice in Section IV of |
|      |           |         the eFOTG + Invoices for services         |
|      |           |         provided.                                 |
|      |           |                                                   |
|      |           |     c.  ***CCC-1245*** - Signed and dated with    |
|      |           |         block 28 (completion) and blocks 18 & 19  |
|      |           |         completed, and assures that blocks 13 and |
|      |           |         16 completed by the TSP.                  |
+------+-----------+---------------------------------------------------+

Practice Implementation Phase is continued on the next page

+------+-----------+---------------------------------------------------+
| **   |           |                                                   |
| PRAC |           |                                                   |
| TICE |           |                                                   |
| IM   |           |                                                   |
| PLEM |           |                                                   |
| ENTA |           |                                                   |
| TION |           |                                                   |
| PHA  |           |                                                   |
| SE - |           |                                                   |
| con  |           |                                                   |
| tinu |           |                                                   |
| ed** |           |                                                   |
|      |           |                                                   |
| **(  |           |                                                   |
| EXIS |           |                                                   |
| TING |           |                                                   |
| CONT |           |                                                   |
| RACT |           |                                                   |
| S)** |           |                                                   |
+------+-----------+---------------------------------------------------+
| **   | **NRCS    | 1)  Verifies that the **TSP** appears in TechReg  |
| 4.** | DC**      |     under the technical service category of the   |
|      |           |     installed practice.                           |
|      |           |                                                   |
|      |           | 2)  Reviews the Design &/or Installation and      |
|      |           |     Check Out documentation to ensure all items   |
|      |           |     in the Statement of Work have been completed. |
|      |           |                                                   |
|      |           |     a.  If the documentation is insufficient,     |
|      |           |         notifies the **Contract Holder** of the   |
|      |           |         deficiency.                               |
|      |           |                                                   |
|      |           | 3)  Certifies in ProTracts the practice is        |
|      |           |     complete                                      |
|      |           |                                                   |
|      |           |     a.  **[Planning Services                      |
|      |           |         (910)]{.underline}**: In the              |
|      |           |         **"Performance Report"** (Block 15) in    |
|      |           |         ProTracts, enter the statement for        |
|      |           |         Planning of the Prescribed Forestry Plan: |
|      |           |         "\<TSP Name\>, certified TSP, provided    |
|      |           |         the Contract Holder with a written        |
|      |           |         Prescribed Forestry Plan and certified    |
|      |           |         that it meets NRCS Standards and          |
|      |           |         Specifications".                          |
|      |           |                                                   |
|      |           |     b.  **[Design Services (911)]{.underline}**:  |
|      |           |         In the **"Performance Report"**           |
|      |           |         (Block 15) in ProTracts, enter the        |
|      |           |         statement for Design Assistance: "\<TSP   |
|      |           |         Name\>, certified TSP, provided the       |
|      |           |         Contract Holder with Practice Design and  |
|      |           |         certified the design meets NRCS Standards |
|      |           |         and Specifications".                      |
|      |           |                                                   |
|      |           |     c.  **[Installation and Checkout (912 &       |
|      |           |         913)]{.underline}**: In the               |
|      |           |         **"Performance Report"** (Block 15) in    |
|      |           |         ProTracts, enter the statement for        |
|      |           |         Installation and Checkout Assistance:     |
|      |           |         "\<TSP Name\>, certified TSP, provided    |
|      |           |         the Contract Holder with Installation and |
|      |           |         Checkout assistance and certified the     |
|      |           |         practice was installed according to NRCS  |
|      |           |         Standards and Specifications".            |
|      |           |                                                   |
|      |           | 4)  Prints Certified NRCS-CPA-1245                |
|      |           |                                                   |
|      |           | 5)  Gets **Contract Holder** signature on         |
|      |           |     NRCS-CPA-1245                                 |
+------+-----------+---------------------------------------------------+

+------+------------+--------------------------------------------------+
| *    |            |                                                  |
| *PAY |            |                                                  |
| MENT |            |                                                  |
| PHA  |            |                                                  |
| SE** |            |                                                  |
|      |            |                                                  |
| **(  |            |                                                  |
| EXIS |            |                                                  |
| TING |            |                                                  |
| CONT |            |                                                  |
| RACT |            |                                                  |
| S)** |            |                                                  |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Completes "Payment Instructions" in          |
| 1.** | DC**       |     ProTracts.                                   |
|      |            |                                                  |
|      |            | 2)  Submits the following to the **Area Program  |
|      |            |     Specialist**.                                |
|      |            |                                                  |
|      |            |     a.  All of the requirements per the          |
|      |            |         ***Conservation Program Contract Payment |
|      |            |         Process Checklist*.**                    |
+------+------------+--------------------------------------------------+
| > ** | **AC**     | 1)  Reviews the Payment Packet.                  |
| 2.** |            |                                                  |
|      |            | 2)  Approves the payment in ProTracts.           |
|      |            |                                                  |
|      |            | 3)  Submits Approved Payment Documents to the    |
|      |            |     NRCS **Budget Officer**.                     |
+------+------------+--------------------------------------------------+
| > ** | **NRCS     | 1)  Processes payment through the National       |
| 3.** | Budget     |     Finance Center.                              |
|      | Officer**  |                                                  |
+------+------------+--------------------------------------------------+