J58 Financial Management Local Agency NSA Expenditures Provides data on each local agency’s expenditures and compare expenditures to their budget. J59 Financial Management NSA Budget by Local Agency Provides the local level NSA budgets by function and line item. J60 Financial Management Rebate Status Provides data on rebate estimates, rebates billed and rebates collected. Rebate billing invoices should include: month/date that the food instrument was issued to the participant, date the food instrument was transacted by the participant, redeemed dollar amount, number of cans listed on the food instrument, WIC food instrument number, and the infant formula type/form. J61 Financial Management State Agency NSA Budget Provides the State level NSA budget by function and line item. J62 Financial Management Summary of Food Expenditures Provides data on total obligations and outlays for the year to date. J63 Financial Management Summary of Funds Receipts Provides data on the receipt and use of program income, vendor and participant collections, and any other funds that increase the grant or reduce expenditures. # YES NO FUNCTIONAL AREA REPORT NAME DESCRIPTION J64 Financial Management Summary of Grants Provides data on the Federal (and State if applicable) grants received for the year to date as well as spendforward or backspend funds applied to the grant. J65 Caseload Management Caseload by Local Agency Shows caseload by local agency. J66 Caseload Management Caseload by Local Agency Shows caseload by local agency. J67 Caseload Management Local Agency Caseload Utilization Shows caseload, participation, and percent of caseload reached. This report could include a graphical component. J68 Caseload Management Local Agency Participation Profile Shows each local agency’s participation characteristics. J69 Caseload Management Monthly State Caseload Target Shows the caseload target and the assumptions used to arrive at the caseload level.
Staff/Facility Statistics Report monitor and assess the workload of the Local Agency. J81 Operations Management Local Agency/Clinic Profile Data Report Provides a snapshot of local agency or clinic operations for review by State agency or preparation for site visitation. Profile will include information that reflects the size, capacity, productivity, and operating costs of the local agency or clinic. J82 Operations Management NSA Cost Per Participant By Local Agency/Clinic Report Provides a summary comparison of the NSA cost per participant among local agencies. J83 Operations Management Outreach Organizations Report Enables local agencies to review outreach organization information and provide mailing labels in order to increase participation levels when additional caseload is assigned by the State agency. J84 Operations Management Participant Hearing Status Report Provides a summary of participant hearings status. J85 Operations Management Participants Shopping Outside Their Neighborhoods Report Lists participants that are shopping at vendors outside the normal geographic boundary of their addresses. # YES NO FUNCTIONAL AREA REPORT NAME DESCRIPTION J86 Operations Management Participant Violations, Sanctions, and Claims Report Provides reports on participant violations, sanction imposed and any claims collected. J87 Operations Management Potential Clinic Abuse Indicators Report Provides data on patterns that may indicate clinic abuse. J88 Operations Management Potential Participant Dual Participation Matches Report Lists participants that may be participating in another local agency within the State or in other State agencies or CSFP.
J89 Vendor Management Compliance Summary Report Lists the vendors scheduled for compliance buys with data on the vendor’s name, address, history of past violations, high risk indicators, past routine monitoring visits and date planned investigation and assigned investigator. J90 Vendor Management List of Authorized Vendors By Identification Number Lists all vendors authorized by the program with key information (e.g. name, address, type, date authorized, etc.). J91 Vendor Management List of Authorized Vendors By Peer Group Lists all vendors authorized by the program with key information (e.g. name, address, type, date authorized, etc.) grouped by peer group. J92 Vendor Management List of WIC A50 Vendors List of all vendors will WIC sales equal to or in excess of 50 percent of theirfood sales. J93 Vendor Management Average Food Instrument Redemption Values Excluding WIC A50 Vendors Provides data on the average redemption value of food instruments for all authorized vendors excluding WIC A50 vendors. J94 Vendor Management Average Food Instrument Redemption Values WIC A50 Vendors Only Provides data on the average redemption value of food instruments for all authorized WIC A50 vendors. # YES NO FUNCTIONAL AREA REPORT NAME DESCRIPTION J95 Vendor Management Average Food Instrument Redemption Values Comparison of WIC A50 Vendors to the All Vendor Average Excluding the WIC A50 Vendors Provides data on the average redemption value of food instruments for all authorized vendors excluding WIC A50 vendors compared to all authorized WIC A50 vendors. J96 Vendor Management Average Food Item Redemption Values Excluding WIC A50 Provides data on the average redemption value of UPCs for all authorized vendors excluding WIC A50 vendors.
appointments would be helpful. This report is used to display the appointment schedule for a particular day to aid WIC staff in confirming the availability of a requested appointment slot. Could be provided by appointment type or other parameters. J118 Scheduling Clinic Calendar Report Provides a report or the clinic calendar, showing appointments, availability, and staff commitment. J119 Scheduling Individual/Family Appointment Schedule Provides a listing of appointments by person (applicant/participant) or family. This report can be used to aid WIC staff in confirming the person’s appointment schedule. By printing out the participant’s appointment schedule, the WIC staff can give the participant a hard copy to take home as a reminder. J120 Scheduling Missed Appointments- Pregnant Reports pregnant women who miss their first certification appointment. Should include contact information so that staff can try to reschedule/make contact. J121 Scheduling Missed Appointment Report Lists the participants who missed an appointment and can be used for followup. Can be individual or aggregate. J122 Scheduling Nutrition Education Class Attendance Report Reports attendance at specific nutrition education class. J123 Scheduling Nutrition Education Class Report Reports information about a specific class, related to certification period and as a percent of caseload, by group or individual contacts. Provides detail and summary information. # YES NO FUNCTIONAL AREA REPORT NAME DESCRIPTION J124 Scheduling Upcoming Appointments Report Lists upcoming clinic appointments for use by WIC staff in order to schedule resources appropriately. J125 Scheduling Upcoming High Risk Appointments Report Lists upcoming high risk appointments for the use of WIC staff in order to schedule resources appropriately. J126 System Administration Authorized User Report Provides a list of all authorized users at a specified site to assist the system administrator. J127 System Administration Code Table Change Report Allows users to identity when changes have been made to the content of data tables and who has made these changes. J128 System Administration Code Table Report Allows users to verify the current content of data tables to be used in preparing inputs to the system and in reading output reports. The