APD OSI County APD Template - SAWS or Generic - v3.0 FINAL

Aug 30, 2026

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APD OSI County template instructions for completing a Description of Request package for APD types “SAWS” and “Generic.” The form guides users to enter required cover-page details, select the correct APD type, avoid filling a tracking number, and populate Sections 1–7 using provided {Enter Text} placeholders and examples. It also specifies required narrative content for request scope, business justification, prior approvals, operational impact, benefiting programs, and cost/cost allocation methodology, including certification requirements and submission contact details.

LanguageEnglish

CategoryForms

FormatDOCX

Pages10

Reading Time4 min

AccessFree to download

Template Instructions

APD Types (SAWS and Generic)

Description of Request

Business Justification

Prior APD Approvals

Impact on Operations and Programs

Benefiting Programs

Cost and Cost Allocation

Acquisition Costs Description

Cost Allocation Methodology

Template Instructions This template provides the detailed instructions and examples for the APD types “SAWS” and “Generic.” Enter the Title, County Name, and Submission Date on the Cover Page. Enter one of the following APD Types: Generic Program funding source does not directly benefit any specific program but instead indirectly benefits multiple programs SAWS Program funding source is welfare-related (e.g. CalWORKs, Medi-Cal, SNAP). No CWS-related program funding source Do not fill in the Tracking Number. Fill Sections 1 through 7 by replacing the {Enter Text} with the information required. Examples are shown in italicized text while instructions are provided in bold text. Fill in Section 8, Contact Information. The completed APD should be submitted to: HYPERLINK "mailto:Project.approvals@osi.ca.gov" Project.approvals@osi.ca.gov APD Type: SAWS or GenericTracking Number**: (**SAWS Project Office will assign tracking number) Description of Request Describe the nature and scope of the acquisition. Specify if this is a purchase of computer equipment, software, or services. Specify planned purchase/implementation date and/or period of performance for services. {Enter text} Examples: “The county needs to purchase 6 personal computers (PCs), 2 laptops, and 2 printers for eligibility workers in the County Department of Social Services. Items will be purchased in March 2XXX, and warranty services will be purchased for 4 additional years.” Table STYLEREF 1 \s 1 SEQ Table \* ARABIC \s 1 1 APD Summary “The county needs to redesign/develop and migrate the department intranet site to the county-wide enterprise portal. The county plans to complete this project in FY 2XXX/XX.” Table STYLEREF 1 \s 0 SEQ Table \* ARABIC \s 1 1 APD Summary Business Justification Describe why this acquisition is necessary. Identify distinct and specific business problems being solved or benefits to be gained which are not currently being supported and how the acquisition requested through this APD will provide the identified benefits or resolve the identified business problems. Identify if the acquisition is a tech refresh of components of a SAWS Consortia System or a Separate Services agreement under an existing SAWS Consortia System primary vendor contract. {Enter text} Examples: “We need to purchase 6 personal computers (PCs), 2 laptops, and 2 printers for eligibility workers in Department of Human Assistance because…” “We need workstations to support additional staff hired for (Name of Program or organization) because of increased caseload…;” “We are opening a new site in an underserved area of the county and …;” This hardware/software is part of tech refresh for name of SAWS Consortia System (e.g. CALWIN, C-IV). The county has collaborated with the consortium to determine acquisition meets system specifications. . . “The extended warranties for the workstations have expired and the failure to replace the equipment may result in higher costs associated with repair and maintenance…” “This request is necessary to improve the efficient administration of public welfare programs because…” Prior APD Approvals Specify related, previously approved APDs by OSI assigned Tracking Number and a brief description of the relationship. If none apply indicate with “None”. {Enter Text} Example: “This request is an increase to the cost of the project originally requested in APD #XX-XX-XXXX.” Impact on Operations and Programs How will failure to approve this APD request impact current operations and the county’s effective and efficient administration of State public assistance programs? State N/A if this section is not required for this APD. {Enter Text} Example: “N/A” Benefiting Programs List the programs that will benefit from the use of the goods or services and briefly explain how the programs are benefited. {Enter Text} Examples: “The Agency will benefit from the intranet tool, but each department within the agency will also have department specifi

FAQs

What information must be entered on the cover page of the APD template?

Enter the Title, County Name, and Submission Date on the cover page before completing the remaining sections.

What are the correct APD types and how do they differ?

Choose “Generic” when the program funding source indirectly benefits multiple programs, or choose “SAWS” when funding is welfare-related (e.g., CalWORKs, Medi-Cal, SNAP) with no CWS-related program funding source.

Is the tracking number required to be filled in by the user?

Do not fill in the Tracking Number; the SAWS Project Office assigns the tracking number.

Aug 30, 2026

Upload by Mason