Technical Service Provider - District Conservationist Workflow

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Overview=This workflow describes the collaboration workflow between a USDA NRCS District Conservationist and a Technical Service Provider, to support the development of a Conservation Activity Plan. For more information on the TSP Program and its role in Conservation please visit the Techreg Site.

This workflow is a detailed description of NRCS guidelines, described here. The numbers of the steps in the diagram correspond to those guidelines
Plugin workflow.jpeg

Glossary
CF: Customer Folder
CAP: Conservation Activity Plan
NCPDB: National Conservation Planning Database
TSP: Technical Service Provider
DC: District Conservationist – NRCS Field Staff

Note Note: The Diagram uses the Business Process Modelling Notation, a standard for business process modeling. Dia is a free tool for drawing BPMN diagrams.

|-| 1.Request= Request permission to access Customer Folder
By: TSP

The Conservation Transaction Plug-In process begins when the conservation program participant (Producer) contacts the NRCS Service Center and fills out and signs the Permission to Access Program Participant NCP Database Information for TSP Form.

If there are other persons/entities that have interest in the land covered by the permissions, they will also need to sign a form granting permission.
The participant does not need to visit the office if the information can be relayed over the phone or other means, but the original form and signature needs to be delivered to the office prior to granting permissions.
|-| 2.Create= Create a Customer Folder
By: DC

If a customer folder for the participant is not already in the database, NRCS field staff will create a folder and consplan (Conservation Plan) file in Toolkit, the NRCS internal tool for managing Conservation Plans. The file will include Farm Service Agency (FSA) Common Land Unit (CLU) boundaries, if available. Additional information, such as attributing land units, is not required, but may be optionally included by the DC. |-| 3.Grant= Grant TSP Permission to Customer Folder
By:DC

The District Conservationist or other State designated person goes to the Toolkit permissions site and gives permission to the TSP to access the folders and/or plans as specified by the permission form and enters the end date specified by the participant. There is a Point of Contact for each State, their information is available at this link |-| 4.Notify= Notify permissions granted
By:DC

The participant or TSP is contacted by NRCS and notified that permissions have been granted to the TSP giving access to the program participant’s folders. |-| 5.Check_out= Check out Customer Folder
By: TSP

The TSP can then check out an eligible folder to develop or modify a conservation plan for the participant using the GeoAgro C-Planner software.
This is where the plan development begins. For step by step online courses, please visit these links:

|-| 6.Check_in= Check in Customer Folder
By: TSP

When the plan is complete, all documents and data required by the NRCS program (EQIP CAP for example) is checked back to the database by the TSP.
A workflow status of “Pending Review” is automatically assigned to the plan in Toolkit.

|-| 7.Notify= Notify DC that the Conservation Activity Plan is ready
By: TSP

The TSP contacts the NRCS Service Center to let them know that a plan has been checked in.

|-| 8.Review= Review Conservation Activity Plan
By: DC

The District Conservationist looks at the plan data in Toolkit and reviews the uploaded plan, including Practices and Documents.
If the information is complete, the transaction is approved by changing the workflow status to “Approved”.
If information is missing, for example the narrative field is not populated or a required document is missing, the workflow status is changed to “Pending Correction”.

|-| 9.Notify= Notify CAP completed
By: DC

The TSP is notified that the plan is approved or needs more work. If approved, the producer receives the final copy of the Plan.

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