1.  Candace Macedo, Physical Activity and Nutrition Program Coordinator, OSDH

2. Quality Improvement Streamline Standardize

3. Documents you’ll need: Original Policy Current Excel PEA for each CI

4. Step 1: Read Policy Step 2: Score Policy using PEA sheet(s) Step 3: Tag Policy Step 4: Collect PEA signatures Step 5: Save PEA Step 6: Send Email with attachments to SCO

5. Start with unmarked policy Save as: PDF Title: County, Organization, Sector, Type, “Original,” Date (MO DA YR) Example: Tulsa, Depot, Workplace, Baseline, Original, 07 15 14

6. In a new document Save as: PDF Title: County, Organization, Sector, Type, “Tagged,” Date Example: Tulsa, Depot, Workplace, Baseline, Tagged, 07 15 14

7. Tag the Policy Underline text specific to PEA scores Specify CI & element number (CI 2: 3)

9. Prior to Submission All policy reviews (except Pre-Adoption) need signatures from: Coalition Member Program Coordinator RTPC Pre-Adoption policy reviews require signatures from: Program Coordinator RTPC

10. Example: CI 1 Tulsa, Depot, Baseline, 07 29 14.xlsx CI 1 Tulsa, Depot, Baseline, 07 29 14.pdf Save As: CI #, County, Org., Type, Date

11. To: Your assigned SCO liaisons (CandaceM@health.ok.gov)CandaceM@health.ok.gov CC: Your assigned RTPC Subject: County, Organization’s Name, Sector, Type of policy review ; OSU-E

12. To: Your assigned SCO liaisons (CandaceM@health.ok.gov)CandaceM@health.ok.gov CC: Your assigned RTPC Subject: County, Organization’s Name, Sector, Type of policy review ; OSU-E

13. To: Your assigned SCO liaisons (CandaceM@health.ok.gov)CandaceM@health.ok.gov CC: Your assigned RTPC Subject: County, Organization’s Name, Sector, Type of policy review ; OSU-E

14. To: Your assigned SCO liaisons (CandaceM@health.ok.gov)CandaceM@health.ok.gov CC: Your assigned RTPC Subject: County, Organization’s Name, Sector, Type of policy review ; OSU-E

15. To: Your assigned SCO liaisons (CandaceM@health.ok.gov)CandaceM@health.ok.gov CC: Your assigned RTPC Subject: County, Organization’s Name, Sector, Type of policy review ; OSU-E

16. WorkplaceExcelPDFName Date = MO DA YR CI 1XXCI 1 County, Organization, Type, Date CI 17XXCI 17 County, Organization, Type, Date Original PolicyXCounty, Organization, Sector, Type, “Original,” Date Tagged PolicyXCounty, Organization, Sector, Type, “Tagged,” Date Email24

17. SchoolExcelPDFName Date = MO DA YR CI 2XXCI 2 County, Organization, Type, Date CI 18XXCI 18 County, Organization, Type, Date Original PolicyXCounty, Organization, Sector, Type, “Original,” Date Tagged PolicyXCounty, Organization, Sector, Type, “Tagged,” Date Email24 After-SchoolExcelPDFName Date = MO DA YR CI 3XXCI 3 County, Organization, Type, Date Original PolicyXCounty, Organization, Sector, Type, “Original,” Date Tagged PolicyXCounty, Organization, Sector, Type, “Tagged,” Date Email13

18. CommunityExcelPDFName Date = MO DA YR CI 4XXCI 4 County, Organization, Type, Date Original Document XCounty, Organization, Sector, Type, “Original,” Date Tagged Document XCounty, Organization, Sector, Type, “Tagged,” Date CI 16XXCI 16 County, Organization, Type, Date Original Document XCounty, Organization, Sector, Type, “Original,” Date Tagged Document XCounty, Organization, Sector, Type, “Tagged,” Date Email1-23-6

19. Step 1: Read Original Policy (Save as PDF) Step 2: Score Policy using PEA sheet(s) Step 3: Tag Policy (Underline/Margin Note & Save as PDF) Step 4: Collect PEA signatures Step 5: Save PEA (in two formats: Excel and PDF) Step 6: Send Email with attachments to SCO

20. Follow guide: Each organization = separate email Each PEA/CI = separate Excel & PDF Fill in all blanks on PEA Get all necessary signatures Use templates to title documents Use template for email subject line

21. SCO will preview request: Incomplete paperwork will be returned to Program Coordinator Completed paperwork will be assigned a reviewer Reviewer will compare scores with policy: Scores that do not match will be adjusted Missing language or gaps will be noted Review will add their signature SCO will forward review notes and adjusted scores to Program Coordinator and OSU (CC: RTPC)

22. *To score >3, the criteria for healthy food and beverages is required in the policy language.

24.  If you have questions or need technical assistance in preparing policy for content review, contact the State Consultation Office (SCO).