Contracting Entity Application

The Contracting Entity Application screen provides access to the Contracting Entity’s annual application for the School Nutrition Programs for both new and renewing Contracting Entities. The Contracting Entity is required to complete a new Contracting Entity application annually; however, the State has identified select Contracting Entity data that rolls over from the previous year and pre-fills a new year’s application.

To view a Contracting Entity application (Original)

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet. The current year’s Application Packet screen displays.

3. Select View next to the Contracting Entity Application packet item. The Contracting Entity Application for the designated school year is displayed.

Note: If there are multiple versions of a Contracting Entity application within the system (i.e., revisions exist), the system defaults to the version with the most current Application Effective Date designated on the Contracting Entity Application’s Internal Use Only section.

To view a Contracting Entity application (Revision)

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.

3. Select the revision link under the Latest Version column. The Contracting Entity Application History for the designated school year is displayed.

4. Select the application version you would like to view.

TIP: The View option appears in two situations: 1) If the user only has view-access security rights or 2) If the user has modify-access security rights BUT the Application Packet has been submitted to the State and is under State review and therefore can no longer be modified.

To add a Contracting Entity application (New Contracting Entity)

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.

3. Select Add next to the Contracting Entity Application packet item. The Contracting Entity Application for the designated school year is displayed.

4. Enter required information.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Contracting Entity Application screen.
-OR-
Select Finish to return to the Application Packet screen.

TIP: The Add option only appears for new Contracting Entities. If a Contracting Entity had an application in the previous year and has elected to enroll in the new year, the prior year’s application information is rolled over into the new year’s application as a starting point. The user would select Modify to review and update this information.

To modify a Contracting Entity application

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.

3. Select Modify next to the Contracting Entity Application packet item. The Contracting Entity Application for the designated school year is displayed.

4. Modify any desired information.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Contracting Entity Application screen.
-OR-
Select Finish to return to the Application Packet screen.

TIP: The Modify option only appears when the Application Packet has not been submitted. Once an application has been submitted and approved by the State, a revised application must be submitted (i.e., the Revise option is displayed).

To delete a Contracting Entity application

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.

3. Select Modify next to the Contracting Entity Application packet item. The Contracting Entity Application for the designated school year is displayed.

4. Select DELETE on the Edit menu in the top-right corner.

5. The system transfers you to the bottom of the screen and a warning message is displayed.

6. Select the Delete button at the bottom of the page. A confirmation message displays.

WARNING: A Contracting Entity application can only be deleted if the Contracting Entity has not yet submitted any claims for the school year.

Once the application has been deleted, it is permanently removed and cannot be restored. Use caution before deleting an application.

To revise a Contracting Entity application

Note: Only state-approved applications can be revised. Once a Contracting Entity revises any item within the Application Packet, the Application Packet must be re-submitted and the state review and approval process starts again.

1. On the blue menu bar, select Applications.

2. From the Applications menu, select Application Packet. The most current year’s Application Packet screen displays.

3. Select Revise next to the Contracting Entity Application packet item. The Contracting Entity Application for the designated school year is displayed.

4. Modify any desired information.

5. Select Save. A confirmation screen displays.

6. Select <Edit to return to the Contracting Entity Application screen you just modified.
-OR-
Select Finish to return to the Application Packet screen.

TIP: The Revise option only appears when the previously submitted Application Packet has been approved by the state.