2nd Quarter PHEP 2026-2027 Progress Report

Please Read Completely and Fully Understand These Instructions

1. Complete this progress report for your quarterly PHEP deliverables. Report ONLY on this quarter's progress.

2. Refer to the written guidance (Attachment A) provided to you at the beginning of the grant year for instruction on completing each deliverable. A copy of this guidance is available on the PHEP Deliverables Resource (PDR) webpage. PHEP will inform you of any changes in deliverable requirements during the year. Please contact the subject matter expert for the appropriate section if you have questions.

3. If a field asks for a number, please use the numerical form. Do not use text.

4. Required fields have a red asterisk. These fields must be completed or you will not be able to submit the form.

5. You do not need to complete the form in one session. To save your work and come back to it later, scroll to the bottom and click "Save." If you do not, you will lose your information. DO NOT close your browser without performing this step. The form will display a unique link that will take you to your saved form. You may also choose to have it emailed to you. This link is the ONLY way to retrieve your form.

6. You MUST log in to your saved report with your unique link EVERY 30 DAYS at a minimum to keep it active. Your form will be deleted from the server if you do not and you will have to start over.

7. You will receive an email response to your submission with all of the information you provided. However, we recommend saving the progress report to your computer as a PDF file before submitting it as a backup.

Uploading Documents:

Documents added to the form are not saved when you use the "Save" feature. You must upload required documents for deliverables as the last task before submitting the progress report.
Start file names with your jurisdiction’s name (e.g., Jurisdiction_Q1Budget).
Combine files into one if there is only one upload field. We prefer PDF files, but can accept several types.

Jurisdiction

Please Select

Name

First NameLast Name

Phone

Area CodePhone Number

Email

example@example.com

Confirm Email

example@example.com

DUE EVERY QUARTER

The progress report for these requirements is due 30 days after the end of every quarter of the budget period.

BA1: Budget Line-Item Expenses

Provide the actual dollar amount and supporting documentation for expenses in the listed line-item categories using the Budget Spreadsheet.

Are you submitting your BA1 budget items for Quarter 1 today?

Jurisdictions may submit their budget documentation separately using the Separate Budget Submission Form. Budget documentation is due within 30 days of the end of the quarter.

Upload the completed Budget Spreadsheet (Excel preferred).

Start the file name with the name of your jurisdiction (e.g., BEAVERHEAD_Q1 BUDGET SPREADSHEET)

Upload supporting documentation combined in a single document (PDF preferred).

Start the file name with the name of your jurisdiction (e.g., BEAVERHEAD_Q1 BUDGET SUPPORT DOCS)

BA2: Maintain the Montana Public Health Directory

Maintain and update contact information for all staff listed in the public health directory.

Did you complete BA2?

Indicate which categories needed to be updated for this quarter.

Enter N/A if not applicable.

Explain if you have vacancies in the Public Health Directory for any of the following contacts: HAN Primary, HAN Secondary, HAN Tertiary, Preparedness Primary, Preparedness Secondary.

Enter N/A if not applicable.

Share an explanation for the incomplete deliverable and any changes your jurisdiction will implement to improve BA2 completion.

BA3: DPHHS HAN Response

Acknowledge every DPHHS HAN message every quarter.

For any missed HAN Alert, HAN Advisory, or HAN Update notifications, jurisdictions should complete the HAN Corrective Action Plan prior to submitting their progress report for that quarter.

BA3 Complete?

Did your jurisdiction miss the 24-hour acknowledgement period for any HAN Alert, HAN Advisory, or HAN Update notifications issued this quarter?

Did your jurisdiction complete the HAN Improvement Plan on JotForm for each missed HAN Alert, HAN Advisory, and HAN Update this quarter?

BA4: 24/7 Communication System Implementation

Participate in quarterly testing of the 24/7 notification system initiated by DPHHS.

BA4 Complete?

Did you need to retest the 24/7 notification system following a failed test this quarter?

Please describe the issue that caused the initial 24/7 notification system test failure and any corrective action(s) taken.

Were changes made to your 24/7 protocol?

Please describe the changes that were made to the protocol.

Upload documentation stating that your 24/7 Communications Plan is current. (Required at least one quarter of the year.)

BA5: Reconcile Communicable Disease Cases with DPHHS Staff

Reconcile communicable disease investigations in the Montana Infectious Disease Information System (MIDIS) that were performed in the previous quarter to meet the timeliness and completeness standards set forth by DPHHS and the Administrative Rules of Montana (ARM 37.114.201, 37.114.204, and 37.114.205). Local and tribal health jurisdictions should report diseases as quickly and completely as possible.

BA5 Complete?

DUE SECOND QUARTER

Documentation for these requirements is due 30 days after the end of the 2nd quarter, by January 30, 2027.

BA8: DWES Kit Inspection and Inventory

Environmental Health staff, Local PHEP Preparedness Coordinators, Waterworks Operators, or HAZMAT Team staff will inspect and inventory the contents of the DWES Kit supplied by the Montana Laboratory Services Bureau (MTLSB), add new supplies, and reseal it with new evidence tape.

Complete the DWES Kit Inventory Form.

BA8 Complete?

OC5: Update Contact Information for all Licensed Establishments

Review the contact information in the licensing database for your licensed establishments and confirm that the phone numbers, mailing addresses, email addresses, and physical addresses for each establishment are up to date.

Are you required to complete this deliverable? (Only counties with less than 90% completion in any one category of contact information for licensed facilities need to complete this deliverable, and they were notified by DPHHS Environmental Health and Food Safety at the beginning of the quarter.)

OC5 Complete?

P1: Review Risk Communications/Public Information Plan

Review and update your jurisdiction’s risk communication plans and procedures using the Risk Communication Plan Elements Check Sheet provided on the PHEP Deliverables Resources webpage.

P1 Complete?

What date did your jurisdiction complete the plan review for risk communications?

Date

Upload a copy of the completed plan review checklist.

T3: Attend Communication Training

Participate in 6 hours of PIO or Communication Training between July 1, 2026 - December 31, 2026.

T3 Complete?

Describe the training completed. Provide the name of the staff person in attendance, the title of the training, the date of completion, and the number of hours completed. (Use one response box per training.)

If you completed more than one training to accomplish the 6 hour requirement, please select "yes" to the question below for more response boxes to report the other trainings.

Do you have additional training(s) to report for this deliverable?

Describe the training completed.