CE Import for CE Level Matches
Contents
1. segs ere 15 TX UNPS RESOURCES FOR SCHOOL NUTRITION PROGRAMS sssssssssssseeeccccccceeceeeaaasessssseeeeeceeceeeeessssaaaaaussseeeeeeeeeeeeeeessaaaaaggassses 15 SCHOOL NUTRITION PROGRAMS DC DV SUPPLEMENTAL MANUAL csssssssssccceeecececeeeeeessessesnaaeeeeeeeeeeeeeeeesesesseaaaaaaeaeeeeeeeeeeses 16 M IIIS A A A EE E EA o 18 SS The O e A E E E OE A E A 20 Password Protectine Files 22 AENEAN E EE S a 22 identify Excel 2003 and Passwo rd ProteCt aS n EA A A AE AA 23 PASS relies e s uu 24 Identity Office 2007 and Password lt sois QM aS 26 Pass ECC 2007 27 2010 9 P 29 FRCS Si EG lle deis 29 Password Protect in Excel 2010 2013 and Office 365 30 Direct Certification CE Import Process 5 September 2014 MAKE FILE FOLDERS It is easier if you determine where you want to store the Direct Certification files before you start the proc2. amp 6 X pcpv Direct Certification Direct Verification Texas Department of Agriculture Contracting Entity ID 01400 Contracting Entity Name NEW BOSTON ISD TEXARKANA ISD CD Code 019905 CE Import for CE Level Matches The Direct Certification CE Import for CE Level Matches Upload File must be a Comma Separated Value CSV file Please review the web pages below for further instructions including a quick guide on how to create the CSV file in the correct format needed to do an upload for CE Level Matches 55 Important Do not exceed 50 000 reco Select Save As C Users hvalin Desktop DIRECT CERT 2014 dc test Save as Open Save 7 Save and open Do you want to open or save D TDA TEST CNPIMS Import Sa csv from testdcdv texasagricu Save 10 19 AM 9 10 2014 mod Direct Certification CE Import Process 21 September 2014 PASSWORD PROTECTING FILES since these files will have sensitive information SSN D O B etc you need to password protect your files IDENTIFY EXCEL VERSION The instructions for working with Excel differ based on the version of Microsoft Office that you have You may be able to determine what version of Microsoft Office you have by looking at the Start Menu If not the following information may help you determine wich set of instructions to use Please note The pictures are from Word but the same steps apply to Excel W Adobe Acrobat Distiller XI be Adobe
3. Texas Summer Mandate Direct Certification Direct Verification SNP Contracting Entity s Profile Site and Hold Information Applications Forms Contracting Entity and Site Number of Menu Pattern Certifications by Contracting Entity Summary Mandatory Annual Verification Report Mandatory Annual Verification Report FNS 742 Summary Number of Food Safety Inspections by Site Number of Food Safety Inspections by Site Summary Annual Audits Annual Single Audit Status Summary School Food Annual Revenues and Expenditures Report School Food Annual Revenues and Expenditures Report Summary Fresh Fruit and Vegetable Program Grant Information for a specific CE Fresh Fruit and Vegetable Program Grant Information by Site Overview Fresh Fruit and Vegetable Program Grant Allocations by CE Site Fresh Fruit and Vegetable Program Invitations and Approvals Total Costs Associated with Operating a Summer Nutrition Program Request for funds to purchase capital items gt 5 000 October Enrollment and Eligibility by Site Site Enrollment and Eligibility Enrollment and Eligibility for Community Eligibility Provision Summer Nutrition Programs Intent Declaration Direct Certification Direct Verification screens Direct Certification CE Import Process 12 September 2014 Click on Direct Certification Direct Verification again E i gri TX UNPS ss n Applications Claims Compliance Repor
4. ability to edit copy and print Add a Digital Signature Ensure the integrity of the workbook by adding an invisible digital signature Mark Final Let readers know the workbook is final and make it read only Run Compatibility Checker Check for features not supported by earlier versions of Excel In the Password box type the password and click OK Direct Certification CE Import Process 28 September 2014 IDENTIFY OFFICE 2010 Office 2010 introduces the FILE tab and the Microsoft Office Backstage view Click FILE gt HELP Under PRODUCT ACTIVATED find the version Insert Page Layout References Save 2 Save As EF Open op Close lgj Getting Started Support Microsoft Office Help Info Contact Us Tools for Working With Office Recent 2 Options New 9 Check for Updates Print Save amp Send See Password Protecting instructions on page 30 OFFICE 2013 AND OFFICE 365 Review View Developer 2 Office Microsoft Office Professional Plus 2010 This product contains Microsoft Access Micro cel Microsoft SharePoint Workspace Microsoft OneNote Microsoft Outlook Microsoft PowerPoint Microsoft Publisher Microsoft Ward Microsoft InfoPath Change Product Key About Microsoft Word Versson 32 bit Additional V and Copyri rmatio Part of Microsoft Office Professional Plus 2010 2010 Microsoft Corporation All mghts reserved ces and Support Microso Pr
5. in the system does not have to complete an application for benefits Direct Certification CE Import Process 3 September 2014 CE prepares file with student data for upload CE logs into TX UNPS and selects Direct Certification Direct Verification screen CE selects CE Match process CE uploads data file system returns file of eligibility records matched to CE s data file CE saves matched file and prints copy for records CE notes in records POS system students that are directly certified for benefits noting category of eligibility F YOU HAVE CHANGED YOUR TX UNPS PASSWORD TODAY YOU CANNOT ACCESS THE SYSTEM UNTIL TOMORROW 11 le fu Vu I Tips After an extended period of inactivity the system will kick you out and may display an unauthorized use message If you get this message click on EXIT in the top right corner and log back on Ann Tu a Tips PLEASE NOTE the screen shots in this guide were taken while using the Internet Explorer 9 browser Your screens may or may not look exactly as the ones in this guide if you are using a different browser i e Mozilla Foxfire Google Chrome Safari etc Direct Certification CE Import Process 4 September 2014 Make FIE E so sac a a TO E Emm 6 Prepare CSV File mms 9 CE IMPORT FOR GE LEVEE MATCHE 12 RESOURCES FOR YOUR REFERENCE er cs rix
6. CSV A CSV file can be made in any version of Excel 1 Create a new file in Excel es Upload File must be Comma Separated Value CSV file 2 Format cells as Text fetes 5 including a quick guide d to do an upload for CE Level Matches Click the box in the upper left corner to select the entire worksheet Right click and select Format Cells records or your upload will be rejected Browse pload File Select Text and then select OK 11 29 AM P LIV s 4 9 8 2014 Direct Certification CE Import Process 17 September 2014 UPLOAD FILE Helptu Tips i iie If your file contains more than 50 000 records you will need to break it up into smaller files that have less than 50 000 records Records of 20 000 have been successfully run in a short period of time McAfee Sa S hittps testdcdv texasagriculture gov DCDV DCimportpage aspx fox n Direct Certification Direct Verification Texas Department of Agriculture Exit Contracting Entity ID 01400 Contracting Entity Name NEW BOSTON ISD TEXARKANA ISD CD Code 019905 CE Import for CE Level Matches The Direct Certification CE Import for CE Level Matches Upload File must be a Comma Seperated Value CSV file Please review the web pages below for further instructions including a quick guide on how to create the CSV file in the correct format needed t
7. Type B Desktop 8 5 2014 1 02 File folder Downloads L Program Improvement amp Policy L Recent Places 5 RealPlayer Cloud d Documents Jp TX UNPS Enhancements d Files for 055 a Libraries Direct Certification CE Import Process 7 September 2014 Libraries Documents Direct Certification Data 2014 2015 gt Search DC 2014 2015 B Organize Share with Burn Mew folder H Hr Favorites 4 Documents library BE Desktop DC 2014 2015 Date modified Type Sane Je Program Improvement amp Policy 2 Recent Places RealPlayer Cloud 5 Documents Je TX UNPS Enhancements di Files for O55 jJ VerficationReport Libraries Arrange by Folder 9 19 2014 2 45 PM File folder 9 19 2014 2 34 File folder 9 Libraries 5 Decuments Music i Pictures Bl videos Computer k 2 items Tips Es Note You will need to make the Direct Certification Data folder just once Make a new DC school year folder each August to start the new school year Helptul Tips Make a note of where on your computer you saved the folder so that it is easy to find when you need to access it later in the process rw b Idumas Direct Certification b gt Computer Local Disk C Users I7 Organize v ncludeinlibrary v Sharewith 1 Folder
8. or how we can make Microsoft Office better Trust Center activate Microsoft Office Activate Activation is required to continue using all the features in this product 7 go to Microsoft Office Online So Online Get free product updates help and online services at Migrosoft Office Online about Microsoft Office Word 2007 dmm About Microsoft Office Word 2007 12 0 6504 5000 5 2 MS 0 6524 50001 PASSWORD PROTECT IN EXCEL 2007 Click the MICROSOFT OFFICE Button k Excel Search Excel Organize New folder VT SAVE AS c Use the down Microsoft Excel r4 Documents library arrow the nu address box top Favorites Size to navigate to where you plan to save the document Enter the document name and click Save TR Mo items match your search Eg Documents Music Videos E www 4 File name Numbers xlsx Save as type Excel Workbook xlsx Authors Owner Tags Add atag Save Thumbnail Direct Certification CE Import Process 27 September 2014 Click the MICROSOFT OFFICE button point to REPARE and then click ENEIT KJ yi d edit workbook ties suth bev and workDook properties suin DOCUMENT as Title Author and Keywords Check the workbook for hidden metadata or p rs nal information Grant people access while restricting their
9. squaremeals org Home aspx p Entity Name NEW B eed 50 000 records or your upload will be rejected Browse 8 46 AM 9 8 2014 This will separate window screen that will open up with your main screen You can make it bigger by click on 8 47 AM 9 8 2014 a iq Direct Certification CE Import Process 15 September 2014 SCHOOL NUTRITION PROGRAMS DC DV SUPPLEMENTAL MANUAL texasagriculturegov 0CVO 2 ing Texas Department of Agriculture SOM Exit This is a complete user manual for the DC DV process in TX UNPS This will open up in another screen See the next picture Contracting ISD TEXARKANA ISD CD Code 019905 The Direct Certificatio Matches Upload File must be Comma Separated Value CSV file structions including a quick guide mat needed to do an upload for CE Level Matches Please review the web pages on how to create the CSV file i Important Do not exceed 50 000 records or your upload will be rejected Browse Upload File 8 46 AM 9 8 2014 i EB https testdcdy texasagriculture gov OCD O 2 ea gt gt 18 Direct Certification Direct Verification Texas 65 Department of Agriculture e 2 OX sauoremeaisoro gt rer oad File must be a Comma Separated V
10. APSE D veloppement Toulouse France All rights reserved Spanish Spelling Engine Hyphenation Engine and Thesaurus Engine 1998 2002 by SIGNUM C a Ltda Quito Ecuador All rights reserved French and Spanish bilingual dictionaries Langenscheidt KG Berlin and Munich 2000 Certain templates developed for Microsoft Corporation by Impressa Systems Santa Rosa California Compare Versions 1993 2000 Advanced Software Inc All rights reserved The American Heritage Dictionary of the English Language Third Edition Copyright 1992 Houghton Mifflin Company Electronic version licensed from Lemout amp Hauspie Speech Products N V All rights reserved This product is licensed to Microsoft Corporation Product ID View the End User License Agreement Warning This computer program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the Sn ae Tech Support Disabled Items maximum extent possible under the law Save Workspace File Search Direct Certification CE Import Process 24 September 2014 Navigate to drive and or folder where you plan to save the document in the SAVE IN box at the top Enter the document Pictures Recent Mv Received Files Documents From the TOOLS menu click OP
11. Acrobat Al Pro Adobe FarmsCentral a Adobe Reader XI h Apple Software Update e Default Programs amp Desktop Gadget Gallery Internet Explorer 64 bit Internet Explorer Windows DVD Maker z Windows Fax and Scan Windows Media Center J Windows Media Player Bp Windows Update 5 XPS Viewer b 7 Zip le Accessories Click on the Microsoft Gem or cy on the bottom left to open the Start Menu 111 k CnpXpress CutePDF Google Chrome Java Maintenance lj McAfee Microsoft Lyne Microsoft Mouse and Keyboard Center Microsoft Office Microsoft Office 2013 Microsoft Silverlight Mozilla Firefox QuickTime 4 Back Direct Certification CE Import Process 22 September 2014 Double click the Microsoft Office folder The programs listed windows Update inside of the folder will have the year of release as part of 44 XPS Viewer the program name Example Microsoft Excel 2010 is the b 2010 edition Ji Accessories di Google Chrome Ji Java di Maintenance If the year is not listed as part of the program name use the followi ng steps Microsoft Lync Microsoft Mouse and Keyboard Center di Microsoft Office Microsoft Access 2010 Microsoft Excel 2010 1 Microsoft InfoPath Designer 2010 1 Microsoft InfoPath Filler 2010 Nj Microsoft OneNote 2010 Microsoft Outlook 2010 Microsoft PowerPoint 2010 Microsoft Project 2010 Microsoft Publisher 2010 M
12. DIRECT CERTIFICATION DIRECT VERIFICATION CE IMPORT FOR CE LEVEL MATCHES OVERVIEW Direct Certification is a simplified method of determining student s eligibility for free meals through the National School Lunch and School Breakfast Programs or free milk under the Special Milk Program without completing a Household Eligibility Application In addition students directly certified to receive free meals or milk are not subject to verification BENEFITS OF THE DIRECT CERTIFICATION PROCESS SAVES EMPLOYEE S TIME AND REDUCES PAPERWORK Any student who has been directly certified does not have to fill out a paper application and does not have to go through the verification process IDENTIFIES ELIGIBLE STUDENTS QUICKLY This process may identify eligible students whose household did not complete the paper application Direct Certification CE Import Process 2 September 2014 HHSC sends list of all children in the Health amp Human Services state ages 3 to 21 whose families are receiving benefits Commission TEA compares this list to enrollment data and matches students to the school district Texas Education Agency TDA posts the updated matched and un Texas Department matched data monthly of Agriculture Contracting Entity The CE monitors the State Match List and uses the CE Matching Process to determine if students are eligible for meal benefits Any student matched
13. Location Your document P Direct Certification CE Import Process 8 September 2014 PREPARE CSV FILE FOR UPLOAD The data must be a comma delimited file CSV A CSV file can be made in any version of Excel e Your POS system may have an option for generating a file with the necessary data e f you have access to PEIMS data public and charter schools contact the PEIMS clerk for your district school and have them pull the information from PEIMS as a csv file or Excel file if they cannot do a csv file type The file must be formatted as described in Step 2 1 Create a new file in Excel koi Monat ixd NE omn Cots e Wer Dein 2 Format cells as Text TNI Zw E E Ea Click the box inj EEI 22 9 oa bet in the upper d dye left corner to select the entire worksheet Right click and Cut select Format cd Options Cells 2 Paste Spe Direct Certification CE Import Process 9 September 2014 Select Text and ront perder protection then select OK A E aa tecti General Sample Number Currency Text format cells are treated as text even when a number is in the cell The cellis displayed exactly as entered Set up the file with these columns in the same order and format Do not include header labels for the columns Column A Social Security Number 9 digits numbers no dashes Include leading zeros C
14. OSTON ISD TEXARKANA ISD CD Code 019905 Import for CE Level Matches Texas Department of Agriculture OM Exit port for CE Level Matches Upload File must be a Comma Separated Value CSV file on how to create the CSV file in the correct format needed to do an upload for CE Level Matches Important Do no Upload File Direct Verification es p iona TEXAS DEPARTMENT OF AGRICULTURE 1 Artis ODD STAT OMMISSIONER Food and Nutrition Website Home About News Programs F amp N Resources FandN Resources gt TX UNPS Program Resourc TX UNPS Resources for School Nutrition Programs Pre D uuNps School Nutrition Programs SNP Program Resources TX UNPS SNP User Manual Administrators Reference Manual TX UNPS Resources for SFSP School Meal Forms amp Applications TX UNPS Resources for CACFP amp Special Milk Program Forms TX UNPS Resources for FDF Direct Certification and Direct Verification DCDV Supplemental Manual Correcting View Print Problems in Intemet Explorer How to save and format the Direct Certification Download Option Quick Guide How to Create a CSV File to Upload for Direct Certification Data Warehouse Report Training Guide SNP Application Packet CE Application information Sheet SNP Application Packet Site Application Information Sheet SNP Point of Sale File Specifications http www
15. TIONS Shared Workspace Share Workbook Protection Online Collaboration Formula Auditing Direct Certification CE Import Process 25 September 2014 On the SECURITY tab type a password in the field for PASSWORD TO OPEN ne On View Calculation Color International File encryption settings ook Password to open File sharing settings for th Password to modify Read only recommended Digital Signatures Privacy options Remove Macro securi Adjust the st specify names vation from file properties save might contain macro viruses and IDENTIFY OFFICE 2007 AND PASSWORD PROTECT Office 2007 introduced tabs and the Microsoft Office Button and a tab menu e Click the MICROSOFT OFFICE BUTTON OB ExcEL OPTIONS In the OPTIONS dialog box click RESOURCES Find the version Recent Documents X Exit Word Direct Certification CE Import Process 26 September 2014 Word Options 24x Popular Contact Microsoft find online resources and maintain health and reliability of your Micre programs Display Proofing get u pdates Check for Updates Save Get the latest updates available for Microsoft Office Typography run Microsoft Office Diagnostic Diagnose Advanced Diagnose and repair problems with your Microsoft Office programs Customize contact us Contact Us Add Ins Let us know if you need help
16. alue CSV file TEXAS DEPARTMENT OF AGRICULTURE a quick guide eae oS Ae eta ASNT aie a ee an upload for CE Level Matches Texas Unified Nutrition Programs System TX UNPS ords or your upload will be rejected Browse School Nutrition Programs Direct Certification and Direct Verification DCDV Supplemental Manual 11 06 9 8 2014 Direct Certification CE Import Process 16 September 2014 W McAfee Wim ram X _ a 2 https testcicdv texasagriculture gov DCDv O 2 C X jgocv f Texas Department of Agriculture Exit This is a Quick Guide How to make a CSV File Name NEW BOSTON ISD TEXARKANA ISD CD Code 019905 This will open up in another screen See the next picture atches mport for evel Matches Upload File must be a Comma Separated Value CSV file s below for further instructions including a quick guide file in the correct format needed to do an upload for CE Level Matches Important Do not exceed 50 000 records or your upload will be rejected Browse Upload File 8 46 AM o 9 8 2014 Texas s Jh Department of Agriculture lt 5 SEE See Contracting Entity NEW BOSTON ISD ISD CD Code 019905 Quick Guide How to Make a CSV File for DC DV Upload CE L vel Melius The data must be a comma delimited file
17. e of TDA information resources is prohibited and misuse is subject to criminal prosecution Except as otherwise provided by applicable privacy laws there should be no expectation of privacy Usage may be subject to security testing and monitoring Click on the Direct Certification link left of screen on blue bar Texas ue Department of Agriculture CLICK OM THE DIRECT CERTIFICATION LIME Helpful Tip Some users will have to enter CE ID if they are associated with more than one district Direct Certification CE Import Process 13 September 2014 Select CE Import for oe Level Matches Direct Certification Direct Verification Texas ae Department of Agriculture Cortractirg 01460 Correcting Entity NEW BOSTON ISD TEXARKANA 150 CD Cade 019905 Direct Certification Home Page Prir DOoaniged Orect Certficaticn CE Impert for CE Lese Matches Search Pape or CE Matches SELECT IMPORT FOR CE LEVEL MATCHES 7 10 use oc She in tarmmation only for inzended purpose aod to not or any pn for any purpoae other than cr of in conrection with the auzharired percot3e By The Direct Certification CE Import for CE Level Matches Upload File must be a Comma Separated Value CSV file Please review the web pages below for furthe
18. ess The most efficient method will be to create a Direct Certification folder and inside of that folder create a folder for the school year 1 Inthe MY DOCUMENTS window right click and choose NEW gt FOLDER S p Lu rm vere m8 basen eve Fm C lerares Documents library ine buses 2 hee Meet Dont d imde ere we ptt lType ove L Popen Demgecsa mast i Pon ou Data Sener 4 BS eet eye de My 4 lion 102304 143 PN Ric de HY rv MIA1208 PM de TEAS Lnhancemesta o Mates cess 315 344 19 AM Eds Codd A rua for 055 de 21 2014 16 AM Phe toidus de Log 84 14 143 her tens g Mus me Boe menage loy B H Campes jet ty Onk Group by 5d 3 OG Petre Sgt Og D Nome 0 5 pitia ad age O Pete FND 39 Cite Z th Het het gt j Properes P ienna Ad Merch Anen Cutatasa A Dime mig KI Cmime 0 WMeerese Wort Docurmert amp pame Doowners ermo Proyect Document Weerevott Powerforrt Presentation Purista Documere Ororen Q Merno Viro Deos mig Merron Vor feet do Compania Lippe Pachte
19. icrosoft SharePoint Workspace 201 W Microsoft Word 2010 Microsoft Office 2010 Tools Microsoft Office 2013 Microsoft Silverlight di Mozilla Firefox J QuickTime J RealNetworks 4 IDENTIFY EXCEL 2003 AND PASSWORD PROTECT Office 2003 has text based menus on the gray bar File Edit View Insert Format Tools Table Window and Help The screen shots are based on Word but it works the same in Excel Click HELP gt E Document1 Microsoft Word Oy x ABOUT File Edit View Insert Format Tools Table Window Help question for help X e Inthe ABOUT 2 Normal Times NewRoman 12 B Z Microsoft Office Word Help F1 Dialog box find m m p Nox NUN NA BUS AUS Microsoft Office Online the version on Contact Us the top line Customer Feedback Options About Microsoft Office Word EEE Ee Direct Certification CE Import Process 23 September 2014 About Microsoft Office Word Microsoft Office Word 2003 11 8313 8221 SP3 Part of Microsoft Office Professional Edition 2003 Copyright 1983 2003 Microsoft Corporation All rights reserved Portions of International CorrectSpell spelling correction system 1993 by Lernout 8 Hauspie Speech Products N Y All rights reserved English thesaurus content developed For Microsoft by Bloomsbury Publishing Plc French spelling checker dictionaries hyphenator tool thesaurus and application 1994 2000 SYN
20. o do an upload for CE Level Matches e TX UNPS Resources for School Nutrition Programs e School Nutrition Programs DC DV Supplemental Manual e Quick Guide CLICK ON BROWSE Browse FOR YOUR FILE Important Do not exceed 50 000 records or your upload will be rejected Direct Certification CE Import Process 18 September 2014 Choose to Upload FA Documents Direct Certification Data DC 2014 2015 DC Data Organize New folder FND 3 Home DCTest amp Find services in your local Favorites x Documents library Arrange by Folder When you click on E Desktop DC Data Jj Downloads x the B rowse Size 1 M M 8 Enrollment data 140922 csv 9 22 2014 12 30 PM Microsoft Exca W b utto n yo U WI RealPlayer Cloud th IS box pop u p My Document Look for your file DUSTON ISD TX UNPS Enhanc Files forpss here d VerificationRepoi 5j Libraries Click on the file you 19 Libraries want to u pload Level Matches Upload File must be a Comma Separated Value CSV file Document Next click on Ope fosa Music pload for CE Level Matches File na Enrollment data 140922 csv vale Pictures Important Do not exceed 50 000 records or your upload will be rejected Browse Upload File 2 Texas Department of Agriculture Exit Contracting Entity ID 01400 C
21. oduct ID Microsoft Software License Terms The latest version of Office still uses the File tab and the Microsoft Office Backstage View e Click File gt Account Under Product Information find the version Account er Information Eae kanard Ha EE read Office Theme I Connected Services i urr P See Password Protecting instructions on page 30 f Office Product Actvaled Meat Hike Finn 208 1 penel i Ti _ 00020000 g Abou Won crarm bed Merd upa akad Arad Prebet EI mwa 1 epep Direct Certification CE Import Process 29 September 2014 PASSWORD PROTECT IN EXCEL 2010 2013 AND OFFICE 365 Click FILE gt SAVE AS Use Save As the down arrow in the address QU k Libraries d Documents k Excel box top to navigate to where Organize New folder you plan to save the Microsoft Excel Documents library document Enter the Excel XX Favorites Name Type Size Arrange by Folder document name Do not click Save yet Libraries No items match your search Es Documents BE Videos pa www File name Numbers xlsx Save as type Excel Workbook xlsx Authors Owner Tags Add a tag Save Thumbnail Click on TOOLS bottom right gt GENERAL OPTIONS Cancel Map Network Drive Web Options General Options Compress Pictures In the PASSWORD TO OPEN box type a password and FT Al
22. ok xls CSV Comma delimited csw Formatted Text Space delimited Check the CSV file in a text editor such as Notepad or WordPad instead of Excel This will show leading zeros Your example should look like this DCFileUpload CE00234 131016 Notepad File Edit Format View Help 777889999 Doe John 10 11 2013 M 00234 999887777 Doe Jane 11 10 2013 F 00234 Direct Certification CE Import Process 11 September 2014 IMPORT FOR CE LEVEL MATCHES Log in to TX UNPS Go to School Nutrition Programs gt Applications gt Direct Certification Direct Verification Applications Claims Compliance Reports Security Search School Nutrition Programs 2E Programs Year Help Log Out Programs School Nutrition Programs TX UNPS Applications Claims Compliance Reports Security Search Programs Year Help Log Out Applications gt School Year 2014 2015 Item Description Contracting Entity Manager Application Packet Meal Pattern Compliance Summary Verification Report Verification Summary Food Safety Inspections Food Safety Inspections Summary Annual Audits Annual Audit Status Summary Financial Report Financial Report Summary FFVP Grants FFVP Grant Overview FFVP Grant Allocations FFVP Summary Summer Nutrition Program Costs Capital Expenditure Request October Enrollment Site Enrollment Community Eligibility Provision
23. olumn B Last Name Column C First Name Column D Birth Date mm dd yyyy Must be digits numbers not letters Must include leading zeros in month and day Column E Gender F M 6 Column If you can pull eco eligibility information from PEIMS it will be in this column It will show the students that are already directly certified Delete all previously identified students off this list before proceeding If this information cannot be pulled from PEIMS skip this column This column will be deleted before uploading the file Column F CE ID 5 digits numbers Include leading zeros C D E F 1 777889999 Doe John 10 1 2033 M 00234 2 999887777 Doe Jane 11 10 2013 F 00234 Direct Certification CE Import Process 10 September 2014 4 When completed save as and select CSV Comma delimited csv from the tyoe drop down box Select File gt Save as Use the drop down for Filename DCFileUpload_CE00234 131016 Save as Type and as type Excel Workbook xlzx select Comma Excel Macro Enabled Workbook xlsm Excel Binary Workbook xlsb Separated Values Excel 97 2003 Workbook xls XML Data xml Single File Web Page mht mhtml Folders Web Page htm html Excel Template xltx Excel Macro Enabled Template xltm Excel 97 2003 Template xlt Text Tab delimited txt Unicode Text txt Microsoft Excel 5 0 95 Workbo
24. ontracting Entity Name NEW BOSTON ISD TEXARKANA ISD CD Code 019905 CE Import for CE Level Matches The Direct Certification CE E Level Matches Upload File must be a Comma Separated Value CSV file Please review the web pages belo on how to create the CSV file in t YOUR FILE WILL NOW BE SHOWN HERE NEXT SELECT UPLOAD FILE e Quick Guide Important Do not exceed 50 000 r ds or your upload will be rejected C Users hvalin Desktop DIRECT CERT 2014 dc testing csv Upload File eee Direct Certification CE Import Process 19 September 2014 SAVE THE FILE 2 Texas T Department of Agriculture SOM Exit Contracting Entity ID 01400 Contracting Entity Name NEW BOSTON ISD TEXARKANA ISD CD Code 019905 CE Import for CE Level Matches The Direct Certification CE Import for CE Level Matches Upload File must be a Comma Separated Value CSV file Please review the web pages below for further instructions including a quick guide on how to create the CSV file in the correct format needed to do an upload for CE Level Matches e TX UNPS Resource e School Nutrition Pr After a successful upload you will receive this message at the bottom of the page Important Do not exceed 50 00 4 your upload will be rejected 5 881 S CD Do you want to open or save D TDA TEST CNPIMS Import Save Results ARUSSELL 9 5 2014 4 16 36 PM csv f
25. r E feu rs Direct Certification CE Import Process 6 September 2014 2 Name the folder DIRECT CERTIFICATION DATA E e ptu Tips Files are more easily corrupted if there are spaces in the file name Use the underscore hypen or capital letters to take place of spaces between words Libraries Documents Organize Open Share with E mail Burn New folder Ft Favorites Documents library BE Desktop Includes 2 locations Downloads Name Date modified Type X Program Improvement amp Policy SB Recent Places My Data Sources 5 21 2014 5 40 PM File folder RealPlayer Cloud di My Received Files 7 2 2014 1 41 PM File folder B HMy Documents My Shapes 3 19 2014 12 08 File folder J TX UNPS Enhancements m 8 6 2014 9 50 AM File folder Files for DSS OneNote Notebooks 4 10 2014 719 AM File folder 1 Outlook Files 8 6 20149 16 AM File folder di Remote Assistance Logs 8 4 2014 1 43 PM File folder Libraries ES Documents Music i Pictures Videos 3 Inside of that folder right click to make another New Folder Name it DC followed by the current school year 4 Inside of this folder make 2 more one for DC Lists and another for DC Data amp Computer Local Disk C Users b My Documents Direct Certification Organize includein library Sharewth v Bum New folder Favorites Date modified
26. r instructions including a quick guide on how to create the CSV file in the correct format needed to do an upload for CE Level Matches Exit Contracting Entity ID 01400 Contract ty Name NEW BOSTON ISD TEXARKANA ISD CD Code 019905 CE Import for CE Level Matches The Direct Certification CE Import for CE Level Matches Upload File must a Comma Separated Value CSV file Please review the web pages below for further instructions including a quick guide on how to create the CSV file in the correct format needed to do an upload for CE Level Matches School Nutrition Programs DC DV Supplemental Manual Quick Guide Important Do not exceed 50 000 records or your upload will be rejected Browse Upload File o NEC 5 o IINE Direct Certification CE Import Process 14 September 2014 RESOURCES FOR YOUR REFERENCE TX UNPS RESOURCES FOR SCHOOL NUTRITION PROGRAMS alpful Helpful f pop up window does not open it means you have the pop up blocker tool on Quick fix Hold down your control key Ctrl and click on link again https testdcdv texa Here you will find links to multiple resources for School Nutrition Program This will open up in another screen See the next picture Contracting Enti The Direct Certification Please review the web pages below for further instructions including a quick guide e NEW B
27. rom testdcdv texasagriculture gov Open Save 7 Cancel ET 9 5 2014 Do you want to open or save D TEST CNPIMS Import Save Results ARUSSELL 9 5 2014 4 16 36 PM csv from testdcdv texasagriculture gov pen Save Cancel When this message appears it is a good habit to save the file first then open it That way you will not forget to save it Remember to save this document to your DC folder When saving the file it is a good idea to use the date in the name of the file so it will be easy to find on the future EX DC Upload Match 140715 for July 15 2014 Direct Certification CE Import Process 20 September 2014 CLUB 1 DIRECT CERT 2014 19 Search DIRECT CE P H 3 4 Organize folder X Favorites Name Date modified Type V Desktop T de file 2 9 5 2014 4 48PM Microsoft Excel Co Downloads Z dc testing 8 15 20131239 Microsoft Excel Co Recent Places E CD Code 019905 29 Libraries 5 Documents pi Music 5 Pictures amp Videos Ik Computer Local Disk C applications A02 hvalin a02 home H public Nad agrstate cus P This will open up a Save As task box FND VA02 S Next type your file name in the File RealPlayer Cloud Name box Next select Save Network File name Save as type Hide Folders 10 35 4 9 10 2014 https testdcdy texasagriculture gov DCD
28. ts Security Search fry Programs Year Help Log Out School Nutrition Programs Applications gt Direct Certification Direct Verification gt School Year 2014 2015 Direct Certification Direct Verification Direct certification DC is a method of directly certifying children who are categorically eligible for free meals due to the household receiving SNAP Supplemental Nutrition Assistance Program or TANF Temporary Assistance for Needy Families benefits TDA provides updated DC information monthly to assist with the USDA required DC regulation Direct verification is a method of verifying program participation for children who are approved for free or reduced price meals using state SNAP TANF CHIP Children s Health Insurance Program and Medicaid records provides direct verification information beginning October 1 of each year to assist with the USDA required verification regulation Click on the link below to go to the Direct Certification Direct Verification screens Mote This will open in a new set to allaw pop ups Direct Certification Direct Verificatian Click on link to verify Direct Certification direct Verification You will get this message if you have changed your password today or have timed out been inactive for a period of time If you have not changed your password log out and log back in and go immediately to Direct Certification Direct Verification Unauthorized misus
29. us by mail at U S Department of Agriculture Director Office of Adjudication 1400 Independence Avenue S W Washington D C 20250 9410 by fax 202 690 7442 or email at program intake usda gov Individuals who are deaf hard of hearing or have speech disabilities may contact USDA through the Federal Relay Service at 800 877 8339 800 845 6136 Spanish USDA is an equal opportunity provider and employer Direct Certification CE Import Process 31 September 2014
30. y eate backup click OK File sharing Password to open eeeeeeecee Password to modify Read only recommended Click Save You will need to remember your password If you write it down keep it in a secure location A best practice is to write down a password hint rather than the actual password Direct Certification CE Import Process 30 September 2014 5 OF HEALTHY LIVING EDUCATION EXERCISE AND EATING RIGHT The U S Department of Agriculture prohibits discrimination against its customers employees and applicants for employment on the bases of race color national origin age disability sex gender identity religion reprisal and where applicable political beliefs marital status familial or parental status sexual orientation or all or part of an individual s income is derived from any public assistance program or protected genetic information in employment or in any program or activity conducted or funded by the Department Not all prohibited bases will apply to all programs and or employment activities If you wish to file a Civil Rights program complaint of discrimination complete the USDA Program Discrimination Complaint Form found online at http www ascr usda gov complaint filing cust html at any USDA office or call 866 632 9992 to request the form You may also write a letter containing all of the information requested in the form Send your completed complaint form or letter to
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