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                                                                                                        February 4, 2010

Subject: CPA - Conservation Transaction Plug-In Application

Purpose. To announce the availability of the Conservation Transaction Plug-In (CTP) application and related changes in Customer Service Toolkit.

Expiration Date. September 30, 2010

Background. A new application has been developed that gives Technical Service Providers (TSPs) access to the National Conservation Planning database (NCPDB) to develop or modify conservation plans and conservation activity plans.

Explanation. NRCS contracted with GeoAgro to develop the planning software CPlanner. TSPs will use CPlanner to access the NCPDB, develop conservation plans, and check the data back into the NCPDB. District Conservationists will be responsible for reviewing the plan data in Toolkit and approving the CTP transaction.

NRCS is not responsible for training or troubleshooting problems with CPlanner. The support will be provided by GeoAgro. TSPs will be notified of this application in the coming weeks.

The attached document “Conservation Transaction Plug-In Application Workflow” explains the workflow process for the CTP application. Tara King will be available as needed throughout the process.

Toolkit Changes

Workflow Flags: A new function in toolkit allows a workflow status code to be set. The codes are available under the land units, practice schedule and reporting tabs. The attached document “Toolkit Status Code Definitions” explains the codes.

The codes originated from a need to track plans submitted by TSPs, but have evolved for NRCS toolkits users as well. It is recommended from this date forward that you use the codes in all of your plans. Toolkit currently sets all new plans to a workflow status of “new”. In the near future, the National Toolkit Team will run an automatic sweep of all plans in the NCPDB and set the workflow codes. Currently, these codes will not be used in any application other than Toolkit.

Three of the codes - Pending Review, Approved and Pending Correction - will be used in conjunction with the CTP. After a TSP checks in a plan from CPlanner, the plan will be flagged as Pending Review. The DCs will review the plan and set the code to Approved or Pending Correction. If the code is set to Pending Correction, the DCs will need to contact the TSP to edit the plan.

TSP Sharepoint: A TSP Document Exchange (TSP Button) has been added to the Customer File tab in Toolkit. This allows documents to be shared between NRCS and TSPs. Documents submitted by the TSP such as notes, forms, designs or pictures can be put here and retrieved by NRCS or NRCS documents can be retrieved by the TSP.

Additional CTP training documents are available at

Contact. If you have any questions, please contact Tara King, NRCS Geographer at 207-990-9562 or email

/s/  Juan C. Hernandez

State Conservationist

The following documents require  Adobe Acrobat (.pdf)

Attachment 1 - Conservation Transaction Plug-In Application Workflow (.pdf)
Attachment 2 - Toolkit Status Code Definitions (.pdf)