Find or Create a Case for the Neighbor

From the Oasis homepage, Select “Search”. Use the name fields to search for the neighbor’s case. If the results are too broad, add the date of birth. If the neighbor is found, click on their name. For a new participant, the CSFP banner at the top should display “Not CSFP Certified.”

*If the neighbor is not found, click “Add New Case” on the left and continue with the next steps once the case is created. After locating or creating the case, assign a Pantry Pass or other barcode to the neighbor. Visit the learning library for instructions on Adding Additional Barcodes if needed.

Add the CSFP Application

From the neighbor’s case, select the “CSFP” tab. If the CSFP tab is not visible, contact your CSFP or Oasis lead to have it added. Click “Add your first CSFP Form.”

If an application already appears, the neighbor may already be receiving a CSFP box from another agency; ask the neighbor or contact your CSFP lead to investigate. From the drop-down menu, select “CSFP Application” and complete the form as you would the paper version. Click “Save Section & Continue.”

Add a proxy if applicable, then click “Save & Close.” Select “Capture Signatures” to collect both the CSFP Participant Signature and the Proxy Signature; if the participant is not present, note that signatures can be collected later.

Printing/Downloading Signed CSFP Applications

Select “Print CSFP Application” to view a PDF copy of the completed CSFP application. The neighbor’s signature previously collected will appear in the “Signature of Applicant” section. Next, select “Print Neighbor Forms” to view a PDF containing all CSFP forms that must be provided to the neighbor after submission, including the CSFP Participant Agreement, CSFP Eligibility Status Notice, CSFP Written Notice of Beneficiary Rights, and the CSFP Authorized Representative (Proxy) Designation, if applicable.

All required signatures from the neighbor, proxy, and CSFP staff will be automatically applied to these documents. Select the print icon to provide paper copies to the neighbor or select “Save” to download the PDF and deliver it electronically via email.

Create ROI or Renew ROI

If there is not an ROI on file, this is a good time to complete one while collecting the CSFP signature. To check the ROI status, select “Personal Info.” From there, you can create a new ROI or view or renew the ROI already on file following the steps here in the Learning Library.

Add Other Forms

From the neighbor’s case, select the CSFP tab, click “Add Form.” Select the drop down menu. All forms that were previously available on paper can now be selected from the drop-down menu. Choose the appropriate form and then click “Add CSFP Form.”