Closing a Provider
A Provider may be closed within the system, whereby applications cannot be submitted for the Provider.
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet - DCH. (If you have not selected a Sponsor, the Sponsor Search screen displays.) The most current year’s Application Packet screen displays for the selected Sponsor.
3. SelectProvider Application(s). The CACFP - Application Packet DCH Provider List displays.
4. Select Details next to the Provider you would like to close.
5. Select Close Provider. The End Site Agreement screen is displayed.
6. Enter the Closed/Terminated Date. If the Sponsor is entering site level claims, the Days of Operation fields for this site will edit check with this date to ensure meals aren’t claimed after the entered date.
7. Select the Closed/Terminated Code.
8. Enter the Closed/Terminated Reason.
9. If desired, provide a description as to why the site is being closed in the Comment(s).
10. Select Save. The Site Application History screen is displayed with a message stating that the site’s enrollment is closed.
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet - DCH. (If you have not selected a Sponsor, the Sponsor Search screen displays.) The most current year’s Application Packet screen displays for the selected Sponsor.
3. SelectProvider Application(s). The CACFP - Application Packet DCH Provider List displays.
4. Select Details next to the Provider you would like to close.
5. Select Edit Provider Closure. The End Site Agreement screen is displayed.
6. Delete the Closed/Terminated Date.
7. Select the blank space from the drop-down menu for the Closed/Terminated Code.
8. Delete the Closed/Terminated Reason.
9. Delete the Closed/Terminated Description.
Once all fields are blank, select Save. The Provider Application Effective Dates screen is displayed.
Transferring a Provider
A Provider may be transferred from one Sponsor to another within the system.
1. On the blue menu bar, select Applications.
2. From the Applications menu, select Application Packet - DCH. (If you have not selected a Sponsor, the Sponsor Search screen displays.) The most current year’s Application Packet screen displays for the selected Sponsor.
3. SelectProvider Application(s). The CACFP - Application Packet DCH Provider List displays.
4. Select Add Provider.
5. Search for the desired Provider by type, license number and/or last name. If the Provider is eligible to be transferred, a Transfer link displays.
6. Select Transfer. The Provider Transfer screen displays.
7. Enter the Transfer Start Date. (The Transfer Start Date must occur after the Transfer Close Date and cannot occur in the same month as the Transfer Close Date.)
8. Enter the Close Date.
9. Enter the Transfer Reason.
10. If desired, enter any comments.
11. Select Save.