MCIS Clawback Editor User Guide
Contents
1. Sign In f xod Es Bi Loaged out Selftrade irregularity Expenditure x gt dh Page G Tools Actual monthly exchange rates used to pay claims have been used to convert from GBP to EUR Financial Consequences Capital Capital Revenue Revenue Total Irregular Total Irregular Irregular GBP Irregular EUR Irregular GBP Irregular EUR Expenditure GBP Expenditure EUR Total Irregular Expenditure Not Paid 0 00 0 00 0 00 0 00 0 00 0 00 ERDF Amount 0 00 0 00 0 00 0 00 0 00 0 00 Match Funding Amount 0 00 0 00 0 00 0 00 0 00 0 00 Public Match Funding Amount 0 00 0 00 0 00 0 00 0 00 0 00 Private Match Funding Amount 0 00 0 00 0 00 0 00 0 00 0 00 Latest monthly EC exchange rate of 1 100000 has been used to convert from GBP to EUR Amount of expenditure and grant recovered and unrecovered calculated using the project priority axis intervention rate Total Recovered GBP Total Recovered EUR Total Unrecovered GBP Total Unrecovered EUR Amount of irregular expenditure 5 500 00 6 050 00 0 00 0 00 ERDF Amount 2 750 00 3 025 00 0 00 0 00 1 Match Funding Amount 2 750 00 3 025 00 0 00 0 00 Public Match Funding Amount 2 750 00 3 025 00 0 00 0 00 Private Match Funding Amount 0 00 0 00 0 00 0 00 n Actual monthly exchange rates used to pay claims have been used to convert from GBP to EUR Latest monthly EC exchange rate of 1 100000 has been used to convert from GBP to EUR for unrecovered amounts2. 25 00 Key EE EN page in this state y n Delete M Save J Raise X No eee eee ECCE Page ls empty Is complete Contains errors or warnings B Contains information only x Done d internet 10095 M CIS Claim Task C a Roles EJ Microsoft Excel MCI Th Clawback Editor User Click on the Raise button and entry of the clawback details has now been completed A task has now been entered into the task list Certify Clawback You need to find a Certifier and an Authoriser to verify that the Clawback by Demand Note can be passed through your accounting system and sent to the applicant The status of the Clawback will change from Pending Certification to Pending Authorisation to Authorised After that a task is put into the task list for the Clawback Editor to Mark as Recovered As Clawback Editor you should click on this link and you will come to this screen after paging through the clawback information See below M C I S Claim Task Clawback Comments Windows Internet Explorer oS x D X e https mcis testing erdfF comrmunities gov uk MCIS MCISwWeb Screens ClaimsTaskMav ClaimTaskClavbackCoverSheet67b aspx ProjectID RmrXxBxGs3JfiLf V E lt Certificate Error Xx Pir Google S Search amp gt qP S YY Bookmarks Ck Find D Check Y autoril g ne EN KE Sign In a ake 858 9 LCG Consulting EnerayOnline 2M C15 Claim T
3. I Logged out Selftrade GM CIS Claims Claim Sch X fa gt EJ dh Page iG Tools ee Testing Version 2 3 3 2443 Co S S The UK Government s oe ERDF site for England Logged in as Mark Swan for OneNorthEast Home Reporting PageHelp Logout Mark Test Project 002 North East Regional Competitiveness and Employment Programme Reference Test002 Status Live Claims Oner Dotais P1 Enhancing and Exploiting Innovation Number Period Period End Type Status Grant Paid Version Offset Eligible Expenditure Ineligible Expenditure Recovery Mechanism Recovery Status Aggregate Claim View 1 Quarterly 31 03 2007 interim Paid 10 330 44 1 0 00 22 400 00 2 02 View details Back to Aggregate Claim View 2 Quarterly 30 06 2007 Interim Paid 12 750 00 1 0 00 27 500 00 0 00 View 3 Quarterly 30 09 2007 Interim Paid 3 750 00 1 0 00 27 500 00 0 00 View 4 Quarterly 31 12 2007 Final Restricted Paid 6 616 02 1 0 01 1 029 500 00 0 00 View 5 Quarterly 31 12 2007 Final Paid 5 499 50 1 0 00 0 00 0 00 Total 38 945 96 0 01 1 106 900 00 2 02 https mcis testing erdf communities gov uk MCIS MCISWeb Screens ProgressTaskNav ProgressT asksClaimSchedule22 aspx ProjectID C F Internet A 100 Ty Clawback Editor User DISGO F E3 Microsoft Excel MCI EN QILIDI 12 17 Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 24 of 35 Clawback Editor User Guide New
4. Grant Payable Windows Internet Explorer G e https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskGrantPayable33 aspx ClaimID 3V8XB152DLgK5x9qxEOPg i Certificate Error 4 X Google Pr Google gv v Search 5 amp dh amp gt F Bookmarks Q Find gt Y check E AutoFill dd Whe amp O signin w od 88 Bluse out Selftrade n CIS Claim Task Gran X z em dh i Page Of Tools d Claim 3 v1 Due 07 04 2007 Type Interim Grant Payable B History BB Financial Performance J Targets Performance Expenditure This Claim Grant Rate Grant Payable E Capital Expenditure v Capital Expenditure 8 33300 50 000096 Capital Grant Requested 4 166 50 Revenue Expenditure Maximum Capital Grant Allowed 41 205 00 Income 4 Targets uc Capital Grant Allowed This Claim 4 166 50 Progress Y P Grant Payable 2 B Revenue Expenditure 833 00 50 000096 Revenue Grant Requested 416 50 Comments x Maximum Revenue Grant Allowed 4 120 50 3 Warning Clicking on one of these links may result in Revenue Grant Allowed This Claim 416 50 unsaved changes being lost Total Expenditure 9 166 00 Grant Due This Claim 4 583 00 Key Can claim be submitted with page in this state Deductions Y Yes Excess Income 0 00 x No Ly Offsets 2 000 00 Page jenn eat _ Is empty Total Deductions 2
5. Only those whose status is set at Concluded In Recovery can have Clawbacks assigned to them Concluded in Recovery Irregularities are those that have had their case proven i e EC Regulations have been clearly proven to be in breach 2 On the Clawbacks screen scroll down to reveal the Add Clawback button 3 Click the Add Clawback button 4 The Clawback opening screen will be displayed showing the history page first and the step box showing the steps waiting to be completed 5 Choose a Clawback by Demand Note or by Offset if there are still unpaid claims left in the Projects Claim Schedule see Note below Important Note Demand Notes should be used when immediate recovery is required perhaps due to the severity of the breach of the rules A Demand Note in accounting terms works just like issuing an Invoice for payment and normal debt collection procedures are applied Clawbacks by Offset can be used as a less harsh penalty when there are still unpaid claims left in the future of the Projects Claim Schedule Providing there are sufficient funds still to be paid out the clawback works like a deduction and can be spread over one or more future claims at the control of the Clawback Editor The sections which follow explain how to complete all necessary information for the creation of a new Clawback and how to confirm and complete a Clawback on MCIS History To display this screen This screen will normally not be displ
6. Profile Offer Details Overview Irregularities Risk Visits Categories Irregularity 040 9 84 gt Clawback 040 3 123 Overpayment Details ull B History E Overpayments Y De id Note Detail z mix mec Claim 2 Period 01 04 2007 30 06 2007 Comments x Warning Clicking on one of Capital Overpayments these links may result in E ee Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Key Land Acquisition 25 000 00 0 00 0 00 Can clawback be submitted with Total Capital Expenditure 25 000 00 0 00 0 00 page in this state Y Yes No Overpaid Page Capital Grant Paid To Projects This Claim 12 500 00 0 00 0 00 _ Is empty E Is complete lt Done Ca internet amp 1005 M CIS Claim Task fm Roles EJ Microsoft Excel MCI C Clawback Editor User Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 31 of 35 Clawback Editor User Guide New Clawbacks Add ineligible soend amounts for capital and or revenue against the claim In the example below this is capital 45 and revenue 5 M C IS Claim Task Overpayment Details Windows Internet Explorer fe x ey n https mcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskOverpaymentDetails36 aspx ClaimIdentifier2ZINyyYgRas Y x Certificate Error X Goo
7. Variance Variance North East Regional Competitiveness and Employment 1 7 6 Hannah s S40 5 00 J J J Live Dr Project Programme Deliverer North East Regional Competitiveness and Employment 999 Help Text Test 1 00 J J J Live 1NE Project Programme Deliverer North East Regional Competitiveness and Employment auto New auto test one 36 00 J J Live 1NE Project Programme Deliverer North East Regional Competitiveness and Employment auto 42b658cc6cfc415fbfcc5903255574bd New auto test 36 00 Live 1NE Project I 3 3 Programme onech44b710cb214b6895a10d2c79223440 Deliverer North East Regional Competitiveness and Employment auto 6d5f766210af4259a496ad50a5f86896 New auto test 36 00 J J P Live 1NE Project Programme one10c74633d1a74bf79292726c6203d672 Deliverer North East Regional Competitiveness and Employment auto dO 3aSbba90734650593858d304389f5e17 New auto test 36 00 J J J Live ANE Project Programme one ch527fc623e43cth2c9d1 97 dbt63sbe Deliverer North East Regional Competitiveness and Employment Cognos 001 COGNOS test project 11 20 E Live Jonty All Roles Programme North East Regional Competitiveness and Employment ertewrt werwectwe 0 00 Jy J J Deleted 1NE Project Programme Deliverer North East Regional Competitiveness and Employment Jonty P1 Jonty P1 0 40 Live 1NE Project N u m ber J Programme Deliverer of r e S u It North East Regional Competitiveness and Employment Jonty P1 future claim date Jonty P1 future claim date 0 50 Live
8. with that organisation Click in this field to display a list of different statuses Select one to show all projects that you are permitted to view with that status Project Groups are categories set up by the Intermediate Body at programme level for workflow and reporting purposes Intermediate Body users may enter a group name to display all projects in the programme allocated to that group Project Group Intermediate Body users may enter the name of the current owner of the project to search for all projects that person is responsible for Current Owner Sort By Click in the field to display and select from a list of sort options to determine how your search results will display The default setting is the Project Reference Results will display in an ascending order If you wish to view results in a descending order click the Desc radio button Page Size Click in this field and enter the number of results you would like to appear on each page The default setting is 10 1 Enter your search criteria Sequence 2 Click on the Search button Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 12 of 35 Clawback Editor User Guide Projects Search Search Results 1 Search results display on the same screen Scroll down to view results Search For Projects Programme Project Ref Project Hame Grant Risk Spending Output Status Current Owner k
9. 000 00 Is complete 1 Contains errors or warnings IR Contains information only Grant To Be Paid This Claim 2 583 00 v Done CE internet 100 M CIS Claim Task G uw Clawback Editor User DISGO F 9 Microsoft Excel MCI Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 25 of 35 Clawback Editor User Guide New Clawbacks The status of the Clawback will change from Pending Recovery to Partially Recovered See screen below M C IS Claims Claim Schedule Windows Internet Explorer m e 7 https mcis testing erdf communities gov uk MCIS MCISWeb Screens ProgressTaskNav ProgressTasksClaimSchedule22 aspx ClaimID 3 8XB152DLgK5x vs Certificate Error X Google Pir Search gt Ss d amp gt 4 Bookmarks d Find Y V Check E AutoFill 7 WAY amp gt Sign In gt E M C15 Claims Claim Sch X fh gt dah Page Gp Tools lt Google 3 w k 38 Blood out Selftrade oto Testing Version 2 3 3 2443 The UK Government s Communities end Local Gowereenerr bees ERDF site for England Logged in as Mark Swan for OneNorthEast Home Reporting PageHelp Logout Mark s Test Project 007 North East Regional Competitiveness and Employment Programme Reference Test007 Status Live claims T a P1 Enhancin
10. 3 OK LE 330v Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 8 of 35 Click on the link to access a Clawback Clawback Editor User Guide Home Tasks Filtering A range of filter criteria are provided to help you prioritise your Task List 1 To filter tasks enter as many or as few criteria as you require and click on the Filter Tasks button 2 To remove all selections and display all tasks click on the Remove Filter button Filter Criteria Reference Status Sort By Date Raised Hame C a oo Sequence Asc e Desc Group 7 Action z age Size Owner ee a Filter Tasks Remove Fitter Raised By I N Filter Tasks button Explanations of the filter fields are displayed in the table below The Wild Card may be used with these filter arguments Reference Enter the project reference to display only tasks relating to that Clawback Enter the project name to display only tasks relating to that project C ower e Raised By If you wish only to view tasks raised by a specific person on MCIS enter their name here Click in this field to display different task statuses by which you can then filter your list Locked Against If you wish only to view tasks locked against a specific person on MCIS enter their name here This may be you or another user Click in the field to display a list of actions for example Am
11. Clawbacks M C IS Claim Task Clawback Summary Windows Internet Explorer oon Ec htesiimcs testing erdF communities gov uk MCIS MCISWeby Screens ClaimsTaskNav ClaimTaskClawbackSummary222 aspx ProjectMeasurelD Ggflekb Vt Certificate Error t X Jej Google 8 v serch gt O P o YW Bookmarks Q Find WW Check Y autoril Signin Xx od s8 T Loos out Selftrade mcis claim Task Claw X T dmh Page Cf Tools oe A Testing Version 2 3 3 2443 2 oe The UK Government s Ld ERDF site for England Logged in as Mark Swan for OneNorthEast Home Reporting Page Help Logout Mark Test Project 002 North East Regional Competitiveness and Employment Programme Reference Test002 Status Live Priority Axis P1 Claim 1 01 01 2007 31 03 2007 Paid Claim Type Interim Version 1 Summary of Clawbacks Ineligible Expenditure Date Raised Recovery Mechanism Recovery Status 2 00 15 01 2009 Clawback Demand Note Recovered 0 02 15 01 2009 Clawback Offset Recovered Total ineligible expenditure this claim 2 02 Done E Internet Qi00 M CIS Claim Task C iu Clawback Editor User DISGO F E3 Microsoft Excel MCI Progressing the Clawback by Offset When Claim 3 of the Project is processed MCIS will automatically make the deduction that was registered in the example 2 000 See the grant Payable screen below MCIS Claim Task
12. Comments x Warning Clicking on one of Capital Overpayments these links may result in Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Key Land Acquisition 8 000 00 5000 00 0 00 Can clawback be submitted with Total Capital Expenditure 8 000 00 0 00 0 00 page in this state Y Yes wi Done a internet 100 MC1SClaim Task ww Clawback Editor User DISGO F EJ Microsoft Excel MCI EN K el m 11 20 About this screen This screen is used for entering the amount of ineligible spend to be booked against this claim Both capital and revenue may be booked In this example 5 000 is to be booked against Capital and 500 against revenue MCIS Claim Task Overpayment Details Windows Internet Explorer fe x Go e v https mcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskOverpaymentDetails36 aspx ClaimIdentifier RawoediEQL v Certificate Error X Google p Google gr w Search gt fA v Ss dh amp M P ues Ql Find v MS Check autoril TONY amp z G Sign In 7 we amp s8 X ooe out Selftrade mc1s Ciim Task Over I gt dh y Page Qj Tos Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Key Land Acquisition 8 000 00 5000 00 0 00 Can clawback be submitted with Total Capital Expenditure 8 00
13. Irregularity Reference 040 9 135 Project Reference Test006 Irregularity Status Concluded In Recovery version 1 Project Status Live version 1 Profil Offer Details Overview rregularities Risk Visits Categories e Visit 040 38 66 Irregularity 040 9 135 Clawbacks Bi History Bi Details of Irregularity BB Financial Aspects P1 Enhancing and Exploiting Innovation Priority Axis P1 Reference Type Status Date Raised Date Recovered Ineligible Expenditure Grant Recovered i fi identification of 040 3 76 Offset Draft 22 01 2009 0 00 0 00 Communication Raise Clawback irregularity Editor Irregularity Manager B Comments Previous Step Next Step S Print b Done E internet amp 1005 Issues Windows Int Clawbacks Window fs Training iu Clawback Editor User th Visitor User Guide_v0 E3 Microsoft Excel MCI The Clawback of interest may be retrieved simply by click on the underlined purple coloured hot link shown in the Reference column for example M C IS Claim Task Clawback Details Windows Internet Explorer e E lel https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackDetails35 aspx ProjectID OvFAB2ZI9YG8aZse3xb V X Certificate Error X Google Bi Google 8 mM s m 4 e rm d S wv Bookmarks Q Find M 55 Check E autora A e zz z S
14. lt Ca Internet amp 1005 Irregularity Expendit th Clawback Editor User DISGO F E3 Microsoft Excel MCI Overpayments Details Clawback by Demand Note To display this screen In the example below the project has no future claims to allow clawbacks to be by offset to be used So you will only have the clawback by Demand Note facility Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 29 of 35 Clawback Editor User Guide New Clawbacks to use As has been stated above Demand Notes are effective immediately and in accounting terms work very much like issuing an invoice for payment with normal terms amp conditions attached Non payment may be treated like any other debt for debt collection purposes See screen of claim schedule below MC IS Claims Claim Schedule Windows Internet Explorer Ge n https mcis testing erdf communities gov uk MCIS MCISWeb Screens ProgressTaskNav ProgressTasksClaimSchedule22 aspx ProjectID RmrXBxGs3JfiLfs v Certificate Error 4 X 2 Google 8 w Search gt 8 O Gee o YW Bookmarks QArind Ycheck AutoFill Ws Sign In Q1 v 3 gt ww BB LCG Consulting EnerayOnline amp M CIS Claims Claim Sch X a B dh Page Gp Tools ee Testing Version 2 3 3 2443 aS The UK Government s Op pp nire ERDF site for England Logged in as M
15. 0 00 0 00 0 00 page in this state Y Yes te Na Overpaid Page Capital Grant Paid To Projects This Claim 4 000 00 0 00 0 00 Is empty E Is complete Contains errors or warnings Revenue Overpayments P Contains information only Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Fees 800 00 5000 00 0 00 Total Revenue Expenditure 800 00 0 00 0 00 Overpaid Revenue Grant Paid To Projects This Claim 400 00 0 00 0 00 K La internet Q10 M CIS Claim Task iu Clawback Editor User DISGO F E3 Microsoft Excel MCI Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 20 of 35 Clawback Editor User Guide New Clawbacks Then press the Calculate and Save button The amount overpaid will be shown in this screen in this example 2 500 on revenue and 250 on capital M C 1S Claim Task Overpayment Details Windows Internet Explorer Bigg tV T ra https Imcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskOverpaymentDetails36 aspx ClaimIdentifier RawoediEQL Y x Certificate Error x x ale p Google gv v seach o gt amp P Q YW Bookmarks d Find W Check Y AutoFill gt X WS gt Sign In 1a gt we od e8 ooo out Selftrade fM CIS Claim Task Over X fh gt E dab ya G
16. 1 01 2009 110 00 121 00 0 00 0 00 110 00 121 00 0 00 0 00 Raised 040 9 135 NIFF 22 01 2009 5 500 00 6 050 00 0 00 0 00 5 500 00 6 050 00 0 00 0 00 Concluded In Recovery 040 9 129 Correction 21 01 2009 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Draft 040 9 128 Error 21 01 2009 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Draft J 040 9 127 NIFF 04 04 2007 100 00 110 00 100 00 110 00 0 00 0 00 1 600 00 1 600 00 Concluded Closed Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 15 of 35 Clawback Editor User Guide select the Irregularity of interest click on the underlined purple hot link then select the Clawbacks step from the Step Box navigation pane and all Clawbacks for that project will be listed shown below 2 Clawbacks Windows Internet Explorer CD oon hts testing ef communities gov uKINCISIMCISWeblScreensirrequlartiesAndErrrs Clabacis2019 asperojecID OVAB2INGBazsesHbZCTA v Vd Certificate ror 7 X Al Google g E search to 9 PF B Ed Find dit 4 Check TjaueFil amp Signin we k clawbacks fp gt deb Page v Tools 29 The UK Government s Testing Version 2 3 2 2433 oeste ERDF site for England Logged in as 1NE Clawback Editor for OneNorthEast Home Reporting PageHelp Logout Mark s Test Project 006 North East Regional Competitiveness and Employment Programme Newcastle University
17. Ils empty Claim 7 Jul 2007 4 583 33 0 00 ls complete Contains errors or warnings Claim 8 Aug 2007 4 583 33 0 00 Contains information only Claim 9 Sep 2007 4 583 33 0 00 Claim 10 Oct 2007 4 583 33 0 00 Claim 11 Nov 2007 4 583 33 0 00 v Done 4 internet 100975 MCIScClaim Task C uw Clawback Editor User DISGO F EJ Microsoft Excel MCI EN 4 T3 mc F 11 35 In this example the user has decided to deduct grant monies of 2 000 from the not yet processed Claim 3 500 from Claim 4 and 250 from Claim 5 In this example there are 10 future claims unprocessed so an alternative arrangement would have been to deduct 275 on each of the Claims 3 to 12 lf you make a mistake click on the Cancel all offsets button Otherwise click on Calculate amp Save button to get an interim total or the Next Step button if you have finished The Comments screen will be displayed Comments To display this screen If you are working your way through the step boxes using the Next Step button then this will be the final page presented Alternatively click on the Comments sheet link in the Steps navigation pane About this screen As already described above the Comments page contains a mandatory field in MCIS It requires the user to enter comments that will become part of the eternal audit trail of the Clawback to show the work flow processes it has been through and the users which have edited reviewed or created
18. Jonty All foles Programme zd 7 o pag es a H 4 10 of 53 gt gt If your search returns over 10 items they will display across more than one page The number of results pages is displayed in the bottom right hand corner as highlighted above On subsequent pages the first page and previous page buttons become available First page BLE t of a8 sa Last page Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 13 of 35 Clawback Editor User Guide Projects Search Search Results Column Descriptions Programme The regional programme that this project is under i e Regional Competitiveness and Employment Programme or Convergence Programme Project Ref The project reference number is generated outside of MCIS by the Intermediate Body Project Name The project name as it appears on the funding agreement Grant k This figure represents the total ERDF grant committed Indicates the overall risk rating allocated to the project Clawback Editors should provide an initial risk assessment and then evaluate the ongoing risk for each of their projects Red requires attention Amber marginal Green acceptable on target Until a risk rating has been entered on MCIS the symbol will show in grey Spending This reflects the achievement of actual against contracted Variance expenditure capital and or revenue This status is automatically up
19. LCG Consulting EnergyOnline SMCS Claim Task Claw X fay B Gh i Page iQ Tools Em E i egula C Overvie w irregularities Risk Visits Categories Visit 040 8 58 gt Irregularity 040 9 124 gt Clawback 040 3 68 E B History Overpayments Y Bi Demand Note Details History Commen t Y Warning Clicking on one of Status Date Owner Role Commen t Attachment these links may result in unsaved changes being lost Pending 23 03 2009 1NE Authoriser Authoriser Authorised for the second time Authorisation Key Pending Certification 23 03 2009 Mark Swan Certifier Generate this clawback Can clawback be submitted with Draft 23 03 2009 Mark Swan Clawback Editor OK page in this state Y Yes X No Page ls empty Mark as No Longer Required Mark as Recovered Partially Recover ls complete S S l Tl hor Contains errors or warnings P Contains information only Done E Internet 100 EJ Microsoft Excel MCI Th Clawback Editor User E Microsoft PowerPoint EN je 3 15 43 You can now mark the Clawback as partially recovered by clicking on the Partially Recover button if you expect the balance of 5 to be paid or click on the Mark as Unrecovered button if not In this event the debt will have to be written off the applicant s accounts receivable statement your accounting system If a settlement has been agreed with the applicant in some other way e g payment in k
20. Search gt Ss dp amp gt F Bookmarks Q Find Y i Check 5 AutoFill dia hi amp z Sign In gt he ww 88 blogged out Selftrade Mc 15 Claim Task Claw X fa ep i Page O Tools Em Z Overview Irregularities Risk Visits Categories Irregularity 040 9 192 gt Clawback 040 3 117 Clawback Details B History B Overpayments Claim 2 Clawback total 2 750 00 Cap 2 500 00 Rev 250 00 B Offsets D Comments Step Overpayment Summary key SS entra merami epenarture T overpaiasrant orerpea omner a roouiarites Page Claim Period Cap Rev Cap Rev Cap Rate Grant Rev Rate Grant Cap Rev 5 ue 2 01 02 2007 28 02 2007 4 000 00 400 00 5 000 00 500 00 0 500000 2 500 00 0 500000 250 00 0 00 0 00 m Contains errors or warnings Total to date 4 000 00 400 00 5 000 00 500 00 2 500 00 250 00 0 00 0 00 Recovery method Recovered to date 2 000 00 Offsets v Done a internet amp 10099 M CIS Claim Task C wi Clawback Editor User DISGO F Microsoft Excel MCI Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 26 of 35 Clawback Editor User Guide New Clawbacks The following screen is displayed M C IS Claim Task Clawback Details Windows Internet Explorer e https mcis testing erdF communities g
21. Tools unsaved changes being lost Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Key Land Acquisition 8 000 00 5 000 00 0 00 Can clawback be submitted with Total Capital Expenditure 8 000 00 5 000 00 0 00 page in this state Y Yes X No Overpaid Page Capital Grant Paid To Projects This Claim 4 000 00 2 500 00 0 00 Is empty Is complete 1 Contains errors or warnings Revenue Overpayments P Contains information only Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Fees 800 00 500 00 0 00 Total Revenue Expenditure 800 00 500 00 0 00 Overpaid Revenue Grant Paid To Projects This Claim 400 00 250 00 0 00 Cancel Overpayment pes Em P Done F e Internet 100 MCIS Claim Task Gi Clawback Editor User DISGO F E3 Microsoft Excel MCI EN RO FO 11 27 If you make a mistake you can start again by clicking on the Cancel Overpayment button Otherwise click on the Next Step button The Overpayments screen is redisplayed but with the Clawback total shown in this example 2 750 and the amounts booked to Claim 2 clearly shown See below M C IS Claim Task Clawback Details Windows Internet Explorer Sialic 6 e v e https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackDetails35 aspx Claim Identifier2RawoediEQDO4 Y x Certificat
22. aid out of 4 400 covering Capital and Revenue The Overpayments Details screen will be displayed see below Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 19 of 35 Clawback Editor User Guide New Clawbacks MCIS Claim Task Overpayment Details Windows Internet Explorer ef x Go e rn https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNavClaimTaskOverpaymentDetails36 aspx ClaimIdentifier R awoediEQE a Certificate Error tt X Google pl Google gv v Search gt gt O P Q YW Bookmarks Q Find M I Check AutoFill O sign 3 s w od ES WB Logged out Selftrade MCI Claim Task Over X m dah Page Tools rr Testing Version 2 3 2 2433 2 i AMPH TR The UK Government s a oo nti ERDF site for England Logged in as Mark Swan for OneNorthEast Home Reporting PageHelp Logout Mark s Test Project 4007 North East Regional Competitiveness and Employment Programme Newcastle University Priority Axis P1 Enhancing and Exploiting Innovation Clawback Status Draft Irregularity 040 9 192 Clawback Type Offset 3 Overview Irregularities Risk Visits Categories Irregularity 040 9 192 gt Clawback 040 3 117 F Overpayment Details ih History E Overpayments Y Offsets x Es z Claim 2 Period 01 02 2007 28 02 2007
23. al to date 12 500 00 1 250 00 45 00 5 00 22 50 2 50 22 50 2 50 No Page Select recovery method 9 Demand note Dis C i empty Recover E Is complete Contains errors or warnings IB Contains information only Save EJ Microsoft Excel MCI Ty Clawback Editor User Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 32 of 35 Clawback Editor User Guide New Clawbacks Click on the Recovery button and a comment then click on Previous Step and the following screen will be displayed including a new button Raise M C IS Claim Task Clawback Details Windows Internet Explorer Said G e Y https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskDemandNote237 aspx ProjectID RmrXBxGs3JFiLFSQZ4HJ V x Certificate Error 4 X Pir Google 8 v seach 4 O Gey o YW Bookmarks Q Find SW Check SS AutoFill amp gt Signin Sy m MM m ce 1 Ev w k 88 amp LCG Consulting EnerayOnline mcr Claim Task Claw X gt Bl dA E Page C Toos Overview Irregularities Risk Visits Categories Visit 040 8 58 gt Irreqularity 040 9 124 gt Clawback 040 3 68 Demand Note Details History Overpayments Y Demand Note Details n You have chosen to recover this money using a demand note Comments Warning Clicking on one of e Re Amount to recover
24. also required to add two security questions and answers These will be used to validate your identity should forget your password in the future Security at first log in First time Login Change Password Because you are logging in for the first time you must set a new password Please enter the original password sent to you and your new password twice Then click on the Save button Old Password Hew Password Re enter New Password Save First time Login Security Questions To complete the registration of your account please supply two security questions such as Mother s maiden name and first pet s name together with the appropriate answers and click Continue The security questions may be used to verify your identity should you need helpdesk support Security Question 1 i E Security Answer 1 E Security Question 2 sil Security Answer 2 r 3 On subsequent log ins your Task List will display Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 6 of 35 Clawback Editor User Guide Logging in and out of MCIS Notes e Once you are logged in MCIS will not generally request further proof of your identity It is therefore essential that you do not share your ID and password with anyone e If you have not received a MCIS ID and password prior to go live contact your Intermediate Body MCIS helpdesk e f you forget or want to change your pas
25. ant that has already been paid out Claim 2 is the only claim in this list that can have ineligible spend attributed to it You must now choose whether to recover monies by Offset or by Demand Note Click the radio button at the bottom of the screen as appropriate See the Important Note at the front of this section if you are not sure which option to choose Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 18 of 35 Clawback Editor User Guide New Clawbacks M C IS Claim Task Clawback Details Windows Internet Explorer ef x Go e 7 rn https Imcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackDetails35 aspx ProjectMeasureID zBBHg zoBeU V x Certificate Error X p Google gr v Search gt amp Ss q S M Ww Bookmarks 7 d Find I Check 3 AutoFill gt amp z SignIn 7 E E E e pem p F p wow AM CIS Claim Task Clawback Details je B mh Page Tools FX a p Overview Irregularities Risk Visits Categories E Irregularity 040 9 192 gt Clawback 040 3 117 Overpayments B History Overpayments x Offsets x Clawback total 0 00 Cap 0 00 Rev 0 00 Comments x Warning Clicking on one of Enter overstated amounts these links may result in unsaved changes being lost Add details for past overstatements of expenditure to the releva
26. ark Swan for OneNorthEast Home Reporting Page Help Logout Mark s Test Project 005 North East Regional Competitiveness and Employment Programme Reference Test005 Status Live claims orerDeat P1 Enhancing and Exploiting Innovation Number Period Period End Type Status Grant Paid Version Offset Eligible Expenditure Ineligible Expenditure Recovery Mechanism Recovery Status Aggregate Claim View 1 Quarterly 31 03 2007 Interim Paid 13 750 00 1 0 00 27 500 00 3 410 00 View details View 2 Quarterly 30 06 2007 Interim Paid 12 145 00 1 1605 00 27 500 00 100 00 View details View 3 Quarterly 30 09 2007 Interim Paid 13 650 00 1 100 00 27 500 00 0 00 View 4 Quarterly 31 12 2007 Final Restricted Paid 7 435 00 1 0 00 27 500 00 0 00 View 5 Quarterly 31 12 2007 Final Pending Approval 0 00 1 0 00 0 00 0 00 Total 46 980 00 1 705 00 110 000 00 3 510 00 Done d internet 100 EJ Microsoft Excel MCI Ty Clawback Editor User Click on the Profile tab to display the Irregularities booked against this project and then the Clawbacks step form the Step Box navigation pane to see the clawbacks already booked In the example the Irregularity still has ineligible spend to recover so another clawback by Demand Note can be raised The Overpayments screen is shown below Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 30 of 35 Clawback Editor User G
27. arn nnns 17 ADOULUMS ABGIBT ee case sees indi tat ud tutdP mes inea rus IRI a i iia i tuti eT aen 18 OVERPAYMENTS q c 18 TO GSB l ay NIS SC SG EE EOS 18 About this screen c 18 Completing this screen for Clawback by OffSet cccccccsssssscceeeeeeeseesseeeeeeeeeeeeeseeeeeess 19 OVERPAYMENTS DETAILS CLAWBACK BY OFFSET ccccsssssssseeeecccsseeessseeeeecessneaseeeecesssueasseeeseeeessnagssses 19 To display this SCN CC Mise m e tT Tm Tm 19 About this SC SI o ER 20 Voip 22 TO display NiS SCOE NE NET T T T eee eee 22 PIS OUN UMS SCG CC PRETIO E COO TODO OD o TUM 22 PROGRESSING THE GLAWBACK BY OFFSET cuit btt vinee occum cater i DEo a a inam a niana 25 OVERPAYMENTS DETAILS CLAWBACK BY DEMAND NOTE eeeeeeeenenenen enemies 29 To display this screen cccccseeeccccccessececcceeesececcceuueeeececaueececsceaaeceeessaaeeesessageeeeessaageeeess 29 ROUTE A CLAW EAC qu 35 Clawback Editor User Guide Introduction Introduction How to use this guide This user guide is designed to support you following your MCIS training The guide is broken down into clear sections so that you can pick out the functionality that you are interested in revisiting or revising The user guide can be used in conjunction with the online help within the MCIS system The guide is MCIS role s
28. ask Claw gt lt fm a Sd dx Page id id usse sc il Priority Axis P1 Enhancing and Exploiting Innovation Clawback Status Authorised Irregularity 040 9 124 Clawback Type Demand Note Comments B History Overpayments v BB Demand Note De Amount of Clawback Comments x Clawback Paid Date Warning Clicking on one of Comments Can clawback be submitted with page in this state Y Yes X No Page is empty is complete Contains errors or warnings Add New Attachment Attachments There are currently no attachments to display Contains information only v Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 33 of 35 Clawback Editor User Guide New Clawbacks In the example above we will imagine that the applicant has sent a cheque for only 20 of the 25 to be recovered As Clawback Editor you will then have the option to mark the Clawback as only partially recovered See screen below gt MC IS Claim Task Clawback History Windows Internet Explorer G e Y n https Imcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackCoverSheet67 aspx ProjectID2RmrXBxGs3JFiLFS V tf Certificate Error 4 X Pir Google gy w Search gt amp E qe amp Y Ww Bookmarks d Find Y I Check E AutoFill v7 v RN Y Sign In 7 f we 4 g
29. ayed But from other screens in the Clawback entry sequence click on the Next Step button in the Comments screen the Previous Step button from the Overpayments screen or the History link in the Steps navigation pane from any of the screens Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 17 of 35 Clawback Editor User Guide New Clawbacks About this screen The History page is an information only page It acts as a record of all the processes the Clawback goes through for the duration of the Clawback It clearly states when and by whom changes have been made thereby providing a clear audit trail If attachments have been added by a user on the Comments screen they can be accessed here by any user within the Regional Programme if they are associated with that project that Irregularity and hence to the specific Clawback Overpayments To display this screen This screen is displayed first after clicking on a line item in the Task List to view amend a Clawback of if a Clawback line item has been selected from the Clawbacks step in the Step Box navigation pane from the associated Irregularity Screen About this screen This screen presents the claims that fall within the Irregularity time period and shows how much grant has been paid out In the example below Claim 1 appears to have been a progress only claim perhaps a late start whereas Claim 2 has a total of 4 400 of gr
30. ce 25 to be recovered The Overpaid amount will be totalled across all expenditure categories for each of capital and revenue as well MCIS Claim Task Clawback Details Windows Internet Explorer e v https mcis testing erdF communities gov uk MCIS MCISWweb Screens ClaimsTaskMav ClaimTaskClawbackDetails35 aspx Claim Identifier ZIMyyYgRasO0t V x Certificate Error 4 X oogle Pe Google gv Search gt amp Ss dk m gt YY Bookmarks Q Find M 4 Check S AutoFill e gt Sign In we dv EE gt LCG Consulting EnergyOnline M C15 claim Task Claw X H dh E Page E Toos BEI e E 2 Overview Irregularities Risk Visits Categories Visit 040 8 58 gt Irrequiarity 040 9 124 gt Clawback 040 3 68 Bi History El Overpayments P4 Claim 1 Overpayments Clawback total 25 00 Cap 22 50 Rev 2 50 BB Demand Note Details Comments x Enter overstated amounts Warning Clicking on one of these links may result in Add details for past overstatements of expenditure to the relevant claims unsaved changes being lost SS eS RS Ineligible Expenditure Overpaid Grant Overpaid Other All Irregularities Key Claim Period Cap Rev Cap Rev Cap Rate Grant Rev Rate Grant Cap Rev Can clawback be submitted with 2 01 04 2007 30 06 2007 12 500 00 1 250 00 45 00 5 00 0 500000 2250 0 500000 2 50 22 50 2 50 1 page in this state Y Yes x Tot
31. ck of grant paid out may or may not be appropriate Where it is deemed necessary to raise a Clawback this User Guide sets out to explain how that is achieved in MCIS Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 4 of 35 Clawback Editor User Guide Introduction Clawback Editor Team Leaders A Clawback Editor allocated a Team leader status on MCIS can in addition to the tasks above e Assign a Clawback to another user with the Clawback Editor role i e allocate an owner for a Clawback e Access a Clawback assigned or locked under another Clawback Editor and route it to him or herself or another Clawback Editor Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 5 of 35 Clawback Editor User Guide Logging in and out of MCIS Logging in and out of MCIS Login To log in to MCIS go to the home page of the ERDF for England website https mcis erdf communities gov uk Login Ente your usemanie and sasswoni hess K our logia dotais are rot accepted please contact your local Suooct Helodesk Vos mne Fass wes dt NENNEN ecce wer nascere v 1 Enter your Government Gateway Username and password These should have been sent to you via the Government gateway in two separate E mails Click on Login 2 The first time you log in as a new user for security purposes you will be asked to change your password You are
32. d Pir Google 8 v seach gt O Gey o YW Bookmarks QArind SW Check Y AutoFill Osign name f j 1 na Xx dk B8 O LCE Consuting Energyonine SM CIS Claim Task Over X a dh E Page GQ Tools E Overpayments Y De id Note Detail nitum EE Claim 2 Period 01 04 2007 30 06 2007 Comments Warning Clicking on one of Capital Overpayments these links may result in s Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks Key Land Acquisition 25 000 00 45 00 45 00 Can clawback be submitted with Total Capital Expenditure 25 000 00 0 00 45 00 page in this state Y Yes MN Overpaid Page Capital Grant Paid To Projects This Claim 12 500 00 0 00 22 50 Is empty E Is complete Contains errors or warnings Revenue Overpayments P Contains information only Expenditure Category Expenditure Reported Ineligible This Clawback Other Clawbacks s Fees 2 500 00 5 00 5 00 Total Revenue Expenditure 2 500 00 0 00 5 00 Overpaid Revenue Grant Paid To Projects This Claim 1 250 00 0 00 2 50 E v Done a Internet 100 M CIS Claim Task fm Roles E3 Microsoft Excel MCI Th Clawback Editor User EN KL 3 D 15 09 Click on the Calculate and Save button then next step and the Demand Note Details screen will be displayed showing the grant to be recovered the ineligible spend multiplied by the Intervention Rate on the this claim in this example 50 hen
33. dated by MCIS Hed requires attention 25 Amber marginal 10 Green acceptable on target Output Variance This reflects the performance against the targets that the project has been contracted to deliver This status is automatically updated by MCIS Red requires attention 25 Amber marginal 10 Green acceptable on target This indicates the current status of a project e g Live Draft Deleted Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 14 of 35 Clawback Editor User Guide Projects Search Current Owner Displays the name of the current owner of the project This relates to the project status For example if the project is live the current owner will be the responsible Clawback Editor if the project is pending approval the owner will be a user with the Grant Approver role 4 Click on the relevant Project Name link to open the project Programme Project Ref Project Hame Grant Risk Spending Output Status Current Owner k Variance Variance North East Regional Competitiveness and Employment Jonty P1 Jonty P1 0 40 9 D D Live 1NE Project Programme Deliverer N Click the link to view the project 5 The project opens on the Project Profile Overview screen If your search returns no results the following message will display Current Owner E There are currently no Pr
34. e Error t X Gooal p Google gr Search gt amp Ss amp v E IEEE d Find z I Check z j AutoFill zv A Q sin X w od s8 Bi Logged out Selftrade f M C15 Claim Task Claw x 5 8 dh E Pave Qoo a a a a Overview Irregularities Risk Visits Categories Irregularity 040 9 192 gt Clawback 040 3 117 Overpayments B History E E Overpayments Y Clawback total 2 750 00 Cap 2 500 00 Rev 250 00 Offsets x Comments x Enter overstated amounts Warning Clicking on one of these links may result in Add details for past overstatements of expenditure to the relevant claims unsaved changes being lost pum Key Claim Period Cap Rev Cap Rev Cap Rate Grant Rev Rate Grant Cap Rev Can clawback be submitted with 1 01 01 2007 31 01 2007 0 00 0 00 0 00 0 00 0 500000 0 00 0 500000 0 00 0 00 0 00 page in this state Y Yes 2 01 02 2007 28 02 2007 4 000 00 400 00 5 000 00 500 00 0 500000 2500 00 0 500000 250 00 0 00 0 00 No Page Is empty Total to date 4 000 00 400 00 5 000 00 500 00 2 500 00 250 00 0 00 0 00 Is complete H Select recovery method joue UE ME Offsets O Demand note P Contains information only Mi Done a internet 100 MCIS Claim Task C Ty Clawback Editor User DISGO F EJ Microsoft Excel MCI EN amp EL A 11 29 Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 21 of 35 Clawback Editor User G
35. end Clawback which you can then select from and filter by Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 9 of 35 Clawback Editor User Guide Home Tasks ee Sort By Click in the field to display and select from a list of options to sort your tasks You may sort by any of the Task List column headings The default setting is Date Raised Sequence Results will display in descending order If you wish to view results in an ascending order click the Asc radio button Page Size Click in this field and enter the number of results you would like to appear on each page The default setting is 10 Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 10 of 35 Clawback Editor User Guide Projects Search Projects Search To display this screen 1 If you do not want to access Clawbacks from your task list you can search for the project s that you are interested in 2 The screen below displays asks Projects Programme Organisations Users Search For Projects Filter Criteria Programme North East Regional Competitiveness and Employment Programme Projects Iv Project Organisation Aggregate Project Vv Status Prior ity Axis Id Gr oup Pr oject Reference Current Owner Project Sort By Project Ref Sequence asc C Desc Page Size fi Add Project About this screen This
36. er DISGO F EJ Microsoft Excel MCI EN KL LJ 12 59 In addition the Irregularity will have has its status set to Concluded Closed as in this case if all the amount of the grant in respect of the ineligible spend has now been recovered See screens below Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 28 of 35 Clawback Editor User Guide New Clawbacks Irregularity Expenditure Windows Internet Explorer Ge yy https mcis testing erdf communities gov uk MCIS MCISWeb Screens IrreqularitiesAndErrors IrreqularExpenditure201 3b aspx ProjectMeasureID zBBHq Y x Certificate Error t X Google Pi Google 3 seach o 5 O Gey Gry YW Bookmarksy Q Find gt WW Check Y AutoFill amp gt Sign In Y m YJ we od ag m Logged out Selftrade Irregularity Expenditure X fa B mh i Page Of Tools oe HL E TO grano Logged in as Mark Swan for OneNorthEast Home Reporting Page Help Logout Mark s Test Project 4007 North East Regional Competitiveness and Employment Programme Newcastle University Project Reference Test007 Irregularity Reference 040 9 192 3 Project Status Live version 1 Irregularity Status Concluded Closed version 1 Overview Irregularities Risk Visits Categories E Financial Aspects Priority Axis P1 to P3 B Hi
37. ernet R100 ZS MCIS Claim Task C O Clawback Editor User DISGO F EJ Microsoft Excel MCI EN amp L H 11 43 The comment entered in the comments box should be a meaningful comment or instruction to the user role in the next stage of the work flow process Note Any attachments that are added on this screen will also be stored in the eternal History and can be accessed by all users who have access to the Clawback Once the comment or instruction has been entered click Previous Step to validate the comment When the comment has been validated and the Step box signals all green ticks the following options will be given to the Clawback Editor in the form of buttons along the bottom of the screen Raise an option which will advance the status of the Clawback from Draft to Pending Recovery after you answer OK to the Are You Sure question gt Delete for you to decide not to process this Clawback any further for whatever reason gt Save which allows you to save the data recorded on the screen so far in case you need to leave your workstation for a while A new task for this Clawback will have been added to the current Project Owner s Task List with the action Project Ready for Unsuspension MCIS is signalling that the project which was suspended whilst the Clawback activity was in Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Tea
38. fer Details History P1 Enhancing and Exploiting Innovation Number Period Period End Type Status Grant Paid Version Offset Eligible Expenditure Ineligible Expenditure Recovery Mechanism Recovery Status Aggregate Claim View 3 Monthiy 31 01 2007 interim Approved 0 00 1 0 00 0 00 0 00 View 2 Monthiy 28 02 2007 interim Paid 4 400 00 13 0 00 8 800 00 5 500 00 Offsets Pending Recovery 3 Monthly 31 03 2007 Interim 0 00 2000 00 0 00 0 00 4 Monthly 30 04 2007 Interim 0 00 500 00 0 00 0 00 5 Monthly 31 05 2007 Interim 0 00 250 00 0 00 0 00 6 Monthly 30 06 2007 Interim 0 00 0 00 0 00 0 00 7 Monthly 31 07 2007 Interim 0 00 0 00 0 00 0 00 8 Monthly 31 08 2007 Interim 0 00 0 00 0 00 0 00 9 Monthly 30 09 2007 Interim 0 00 0 00 0 00 0 00 a Ca Internet R100 Ty Clawback Editor User Important Note Note that multiple clawbacks are allowed to be booked against the same claim and a mixture of both Clawbacks by Offset and Clawbacks by Demand Note are allowed See screens below to illustrate that M C IS Claims Claim Schedule Windows Internet Explorer o https mcis testing erdf communities gov uk MCIS MCISWeb Screens ProgressTaskNav ProgressTasksClaimSchedule22 aspx ProjectID CosQcd4wf 4Fhr V x Certificate Error 4 X Pir Google S Search gt amp Ss dP m z g Bookmarks 7 Q Find lt 7 I Check S AutoFill e gt Q Sign In gt y E we od 88
39. g and Exploiting Innovation Number Period Period End Type Status Grant Paid Version Offset Eligible Expenditure Ineligible Expenditure Recovery Mechanism Recovery Status Aggregate Claim View 1 Month 31 01 2007 Interim Approved 0 00 1 0 00 0 00 0 00 View 2 Monthly 28 02 2007 Interim Paid 4 400 00 1 0 00 8 800 00 5 500 00 Offsets Partially Recovered View 3 Monthly 31 03 2007 Interim Paid 2 583 00 1 2000 00 9 166 00 0 00 z Monthly 30 04 2007 Interim 0 00 500 00 0 00 0 00 5 Monthly 31 05 2007 Interim 0 00 250 00 0 00 0 00 6 Monthly 30 06 2007 Interim 0 00 0 00 0 00 0 00 z Monthly 31 07 2007 Interim 0 00 0 00 0 00 0 00 8 Monthly 31 08 2007 Interim 0 00 0 00 0 00 0 00 9 Month 30 09 2007 Interim 0 00 0 00 0 00 0 00 Done d Internet amp 1005 M CIS Claims Claim th Clawback Editor User JISGO F E3 Microsoft Excel MCI At this point the Clawback by Offset can be amended if so desired to redistribute the balance of the Clawback to complete in the example 750 Click on the Offsets hot link then the Edit button on the next Clawback Details screen See screen below M C IS Claim Task Clawback Details Windows Internet Explorer o e https mcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackDetails35 aspx ProjectMeasureID zBBHq zoBeU V x Certificate Error X Goole Pir Google gv v
40. ide Routing Clawbacks Note You can only use the route function if you have the Team Leader flag set against your user ID If you are unsure if you have been given the Team Leader setting contact your Intermediate Body User Administrator Note his route function will be visible at all times however it will not be accessible until a comment has been entered into the comments box Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 36 of 35
41. iew Irregularities Risk Visits Categories Irrequiarity 040 9 192 gt Clawback 040 3 117 Offsets B History E Overpayments Y E Offsets Y Total grant recoverable this clawback 2 750 00 Still to recover 750 00 Comments x Clicking on one of Claim Number Claim Period Forecasted grant amount Other offsets Amount to Offset Recovered these links may result in E unsaved changes being lost Claim 3 Mar 2007 4 583 33 0 00 20 03 2009 Key Claim 4 Apr 2007 4 583 33 0 00 500 00 Can clawback be submitted with Claim 5 May 2007 4 583 33 0 00 250 00 page in this state Y Yes Claim 6 Jun 2007 4 583 33 0 00 X No 7 Claim 7 Jul 2007 4 583 33 0 00 Page Is empty Claim 8 Aug 2007 4 583 33 0 00 z Done CE Internet amp 1005 M CIS Claim Task C my Clawback Editor User DISGO F E3 Microsoft Excel MCI Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 27 of 35 Clawback Editor User Guide New Clawbacks Assuming no amendments have been made after Claims 4 and 5 have been paid then in this example the entire clawback has been processed So the claim schedule is then updated and the status of the Clawback is changed to Recovered See screen below Note the Offset total at the bottom of the screen now registers the full 2 750 MC IS Claims Claim Schedule Windows Internet Explorer G e n https mcis testing erdf communities go
42. ign In w od MC1IS Claim Task Clawback Details A GB d Pag e Gtoos Logged in as 1NE Clawback Editor for OneNorthEast Home Reporting PageHelp Logout Mark s Test Project 006 North East Regional Competitiveness and Employment Programme Newcastle University Clawback Status Draft Priority Axis P1 Enhancing and Exploiting Innovation Clawback Type Offset Irregularity 040 9 135 prone EE Overview irregularities Risk Visits Categories Visit 040 8 66 gt Irreqularity 040 9 135 gt Clawback 040 3 76 Clawback Details B History B Overpayments Bi Offsets Clawback total 0 00 Cap 0 00 Rev 0 00 AI D Comments Enter overstated amounts Key s empty I Claim Period Cap Rev Cap Rev Cap Rate Grant Rev Rate Grant Cap Rev Is complete 7 Contains errors or warnings Total to date 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Lj P Contains information only Select recovery method Offsets Done Internet 100 Issues Windows MC1S Claim Task C f Training m Clawback Editor User my Visitor User Guide v0 EJ Microsoft Excel MCI Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 16 of 35 Clawback Editor User Guide New Clawbacks Set up a New Clawback to Draft status Only users assigned the Clawback Editor role are permitted to set up new Clawbacks on MCIS 1 Select the Irregularity of interest
43. in the name of the user who currently owns the task If a task is routed to a new user then the status will display as Routed to x where x is the user s name until the user accepts the task For the Clawback Editor the Task list shows all Clawbacks that require action and those which are currently being worked on Where the Clawback is being worked on by another Clawback Editor this will be indicated in the Status column MCIS User Overview Windows Internet Explorer G v le https mcis testing erdf cormrmunities gov uk MCIS MCISWeb Screens jUserHubNav LUserHubOverviewO03 aspx he X Certificate Error X Pe Google g v Search gt amp 5 Ss qP amp gt YY Bookmarks Gl Find F Check hZ AutoFill 7 e m Sign In a we ake Em CISUser Overview ai EJ am PPage iG Tools ee Testing Version 2 3 2 2433 2 Co iter The UK Government s Toga nLorem ERDF site for England Logged in as 1NE Clawback Editor for OneNorthEast Home Reporting PageHelp Logout Tasks Projects Programme Organisa tions Users Personal Details Tasks Date Raised Reference Name Priority Axis Claim No Raised By Status Action 11 03 2009 irregularity 040 9 177 Jonty test 1258 part 3 n a Jonty Testing 2 2 8 For Acceptance View Irregularities 11 03 2009 Jonty test 1258 part 3 Jonty test 1258 part 3 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Clawback Dema
44. ind or clawback on another project then the button Mark as No Longer Required may be appropriate but the you need to provide a full explanation in the Comment step in this event Important Note 1 Multiple partial recoveries are allowed so that eventually the applicant may pay off the debt and you can mark the Clawback as fully recovered by clicking on the Mark as Recovered button Important Note 2 Note that multiple clawbacks are allowed to be booked against the same Claim and a mixture of both Clawbacks by Offset and Clawbacks by Demand Note are allowed as well Sample screens depicting this situation are shown in the section Clawbacks By Offset Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 34 of 35 Clawback Editor User Guide Routing Clawbacks Route a Clawback The Route function allows you to send the Clawback record to another named MCIS user with the Clawback Editor role for review or action prior to forwarding it on to the next stage in the workflow To route a Clawback 1 Enter your comment in the Comments Box 2 Click on the Route field or down arrow A dropdown list of users to whom you are able to route the offer will display See screen below M C IS Claim Task Clawback Comments Windows Internet Explorer G WY E https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNay ClaimTaskCla
45. it See screen below Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 22 of 35 Clawback Editor User Guide New Clawbacks MC IS Claim Task Clawback Comments Windows Internet Explorer ey E yv Ld https Imcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackCoverSheet67b aspx ProjectID cOAKgLKTHHIC V x Certificate Error X Pi Google Ea u v Search gt 49 Ss dP amp 4 Bookmarks Ql Find 7 I Check E AutoFill daa Thi e M Sign In 7 w amp 193 BB Logged out Selftrade amp M CIS Claim Task Claw X t B dmh v i Page j Tools Irregularity 040 9 192 Clawback Type Offset Overview Irregularities Risk Visits Categories Irregularity 040 9 192 gt Clawback 040 3 117 B History Comments Overpayments Y Offsets Y Comments Comments x All of the 2 750 has now been allocated to three future claims The applicant Mr John Smith has agreed to this arrangement in our phone call dated 19 03 2009 Key Attachments Can clawback be submitted with page in this state There are currently no attachments to display Y Yes X No Add New Attachment Page ls empty Select a person to route this clawback offset to Y ls complete Contains errors or warnings zz CM Previous Step Contains information only v Done d int
46. m Page 23 of 35 Clawback Editor User Guide New Clawbacks progress is now ready to be unsuspended so that the applicant can make further claims Intermediate Bodies need to introduce a Local Working Instruction which prompts the Clawback Editor to contact the current Project Owner a particular Project Deliverer MCIS will not send an E mail to that person automatically so unless they sign on to MCIS and notice the task in their Task List the project will be on hold which might cause some inconvenience Note also that the Claim Schedule for the Project has been changed to indicate the future pending deductions See below M C I S Claims Claim Schedule Windows Internet Explorer EIE oS EJ 7 i https mcis testing erdf communities gov uk MCIS MCISWeb Screens ProgressTaskNav ProgressTasksClaimSchedule22 aspx ProjectID cOA4KqLkTHHI Qt x Certificate Error 7 Xx Po Google 8 search gt B d B LW Bookmarks GL Find EF check Y Autofil A Wh o signin an De gg Logged out Selftrade fS M CISClaims Claim Sch X lt f B dah Pave Tools T Testing Version 2 3 3 2443 N 2 ce The UK Governrnent s ee ee emere ERDF site for England Logged in as 1NE Project Deliverer for OneNorthEast Mark s Test Project 007 North East Regional Competitiveness and Employment Programme Reference Test007 Status Suspended Claims Profile Of
47. mcis MCIS Clawback Editor User Guide Table of Contents NTRODUC HON M era ceases E ea ten saa aan oe 4 FON TOU SF TRC CUIDE cessavit ate tad seientatye doe taantsetaatanarease sntntasacouss NEG E Utd IT 4 ABOUT CLAWBACK EDITORS me c 4 CLAWBACK EDITOR TEAM LEADERS wscavnrsnasavnnsnsannndnseiaden cinineaaamnuinnsivadnnndannedadsnehauinaanentunnisanstiedanaaauamasamewns 5 LOGGING IN AND OUT OF MC S sssssactonaxscnitensPl evsertvbnict aa Fe uvUP Uie ras Day strae Depeptte Prbrt iudi 6 Hoc mr 6 Roco E S 7 HOME TASE O aar E E E E A E E E AE EOD 8 Todi Splay TNS Sere G MN wm 8 ADOU IIS SCIO re E E d NER AU NUED GEN UNU NUM 8 FULT DUNG e quiuis bau pica E MM Ur bR TU NIE UU ERU GN PNIMMIMRN NU MTM 9 PROJECTS FARG 11 TOdiS play MiS SEON NN EET 11 POO WIENS SCIE N oe ETE TS 11 wisis e HE UME RA NN IRR Tm 12 a ARCH RESULT C 13 Search Results Column Descriptions sseeeeeeeessseeseeeeeernnnnennnnnnnnn nnns 14 SET UP A NEW CLAWBACK TO DRAFT STATUS ccccccccccccccccceeeeeseeeeesesseaaeeeaseeeeeeeeeeeeeeeeseeeeees 17 ETOR T 17 To display this screen seeeeessssseseseeseseeee nennen nennen nnne nnne nnns nnn nnn rss n
48. nd Note 13 02 2009 jonty test 522 jonty test 522 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Clawback Offset 02 02 2009 irregularity 040 9 150 jonty test project for 1208 amp 1210 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Irregularities 27 01 2009 jonty test project for 1208 amp 1210 jonty test project for 1208 amp 1210 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Clawback Demand Note 26 01 2009 Jonty Test Project created in 2 2 8 Jonty Test Project created in 2 2 8 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Clawback Offset 26 01 2009 jonty test project for 1208 amp 1210 jonty test project for 1208 amp 1210 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Clawback Demand Note 26 01 2009 jonty test project for 1208 amp 1210 jonty test project for 1208 amp 1210 n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Clawback Demand Note 26 01 2009 irregularity 040 9 139 jonty big project for lots of money n a Jonty Testing 2 2 8 With Jonty Testing 2 2 8 View Irregularities 23 01 2009 ASP ICDN Anne Irregs amp Clawbacks by Demand Note n a Anne Test With Anne Test View Clawback Offset v lt i am https mcis testing erdF communities gov uk MCIS MCISWeb Screens UserHubNayv UserHubOverview03 aspx d amp Internet R 100 FH start Issues Windows Int M CIS User Overvi inin wi Clawback Editor User wi Visitor User Guide_v0 E3 Microsoft Excel MCI EN
49. nt claims Can clawback be submitted with Claim Period Cap Rev Cap Rev CapRate Grant Rev Rate Grant v page in this state P 1 01 01 2007 31 01 2007 0 00 0 00 0 00 0 00 0 500000 0 00 0 500000 0 00 Yes x No Page 2 01 02 2007 28 02 2007 4000 00 400 00 0 00 0 00 0 500000 0 00 0 500000 0 00 _ Is empty E Is complete Total to date 4 000 00 400 00 0 00 0 00 0 00 0 00 0 00 0 00 Contains errors or warnings Wl Contains information only Select recovery method o Offsets O Demand note vi Done d internet 100 ww Clawback Editor User m Visitor User Guide wvD E3 Microsoft Excel MCI Completing this screen for Clawback by Offset 1 Click the first of the two radio buttons Offsets alternatively the second of the two radio buttons Demand Note This selection governs subsequent processing in MCIS Important Warning they are quite different to each other 2 hen click on the Add button on the right hand side of the screen against the claim that you wish to record the ineligible spend and to register the clawback amount The Overpayment details screen will appear The sections that follow explain how to process a Clawback by Offset in MCIS Later sections explain how to process a Clawback by Demand Note in MCIS Overpayments Details Clawback by Offset To display this screen From the above Overpayments screen click on the Add button in this example the Add button for Claim 2 as it has grant p
50. ojects to display 6 Check your search criteria amend if necessary and search again Once you have found the project that is of interest simply click on the line item in the list of search results Then click on the Irregularities tab shown below M C IS Project Profile Irregularities Windows Internet Explorer E cy 7 e https mcis testing erdF communities gov uk MCIS MCISWeb Screens ProgressT askNav ProgressTasksIrreqularities19 aspx ProjectID OvFAB2I9 G8azse ij ox Certificate Error Xx Pip Google g Search gt 4 amp 5 Ss dis ih YY Bookmarks iQ Find e Check 1 AutoFill ar x z Sign In gt Dar SM CIS Project Profile Irregularities fa EJ geh Page X Tools oe Testing Version 2 3 2 2433 A 2 Co unities The UK Government s age iion ERDF site for England Logged in as 1NE Clawback Editor for OneNorthEast Home Reporting PageHelp Logout Mark s Test Project 006 North East Regional Competitiveness and Employment Programme Reference Test006 Status Live Overview irregularities hisk Visits Categories a Irregularities Reference Type Date Identified Irregular Expenditure Irregular Expenditure Paid Expenditure Not Paid Expenditure Recovered Status 040 9 138 NIFF 22 01 2009 5 500 00 6 050 00 5 500 00 6 050 00 0 00 0 00 5 560 00 5 560 00 Concluded Closed 040 9 137 NIFF 0
51. ontains information only Mark as Unrecovered Save Mark as No Longer Required a Done d internet amp 1005 7 M CIS Claim Task C th Clawback Editor User DISGO F E3 Microsoft Excel MCI For normal circumstances the user will now press the Next Step button and the screen below will be presented This allows the user to redistribute the 750 over the remaining future claims as required Notice that the 2 000 on Claim 3 has been greyed out and cannot be edited The date of recovery is also noted 20 03 2009 in this example MCIS Claim Task Clawback Details Windows Internet Explorer PEE e https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskOffsets37 aspx ProjectID cOAKgLkTHHI Q5c Qm4oJw V x Certificate Error X Google Pir Google gr v Search gt Ss dp S Bookmarks Q Find M T Check 5 AutoFill 7 MA amp gt SignIn gt M zx Ww amp 88 Hil Logged out Selftrade amp M C15 Claim Task Claw X a deh iy Page Qf Tools Mark s Test Project 007 North East Regional Competitiveness and Employment Programme Newcastle University Priority Axis P1 Enhancing and Exploiting Innovation Clawback Status Under Amendment Irregularity 040 9 192 Clawback Type Offset Overv
52. ov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackDetails35 aspx ProjectID cOAKqLKTHHI QS5c Qn V X Certificate Error 5 X Goole Pi Google 8v Search gt Ss qe amp gt 4 Bookmarks QQ Find Y I Check E AutoFill ieh h amp i SignIn 7 EDDIE Y 7 m T1 4 p gt we od 8 Logged out Selftrade ncis Claim Task Claw x ec dmh i Page J Tools Em EA Overview Irregularities Risk Visits Categories Irrequiarity 040 9 192 gt Clawback 040 3 117 Clawback Details B History Overpayments Y Cum 2 Clawback total 2 750 00 Cap 2 500 00 Rev 250 00 Offsets v F Comments x Step Overpayment Summary Warning Clicking on one of Uoncnsedn MENEEEEEEENKTITINRECTITIU U CE NNNNMRETTOITNNEIN RCM Tr IT N unsaved changes being lost Claim Period Cap Rev Cap Rev Cap Rate Grant Rev Rate Grant Cap Rev Key 4 01 01 2007 31 01 2007 0 00 0 00 0 00 0 00 0 500000 0 00 0 500000 0 00 0 00 0 00 g mE bo RN 2 01 02 2007 28 02 2007 4 000 00 400 00 5 000 00 500 00 0 500000 2 500 00 0 500000 250 00 0 00 0 00 page in this state Y Yes 3 01 03 2007 31 03 2007 4 166 50 416 50 0 00 0 00 0 500000 0 00 0 500000 0 00 0 00 0 00 X No Total to date 8 166 50 816 50 5 000 00 500 00 2 500 00 250 00 0 00 0 00 i Recovery method Recovered to date 2 000 00 Is empty Offsets Is complete 1 Contains errors or warnings P C
53. pecific and makes no attempt to lead you through a business process as this may vary from one Article 59 Intermediate Body to another About Clawback Editors The Clawback Editor role allows an Intermediate Body user to effectively manage the Clawbacks arising from the Irregularities on projects that they are responsible for As a Clawback Editor you can e Raise new Clawbacks by Demand Note or by Offset e Amend Clawback details to add or change information e Mark a Clawback as recovered partially recovered or unrecovered e Look at your task list to see which Clawbacks need action In general terms the Clawback Editor role is very important as in MCIS it brings together the final part of the project audit process That process fits into three distinct components 1 Projects are visited and inspected for compliance with EC Regulations The capture of Visit data is described in the MCIS Visitor User Guide and is an important part of building up a complete picture of information about the initiation and progress of a project throughout its life until its final closure before the end of the Funding Programme 2 Some data that is collected about a project may signal that rules have been breached and that an Irregularity must be registered formally with the authorities the procedure for completing this task in MCIS is described in the MCIS Irregularity Creator Editor and Manager s User Guide 3 In the above circumstances a Clawba
54. screen allows you to search for project s held on MCIS Intermediate Body users can search for all projects in the programme s to which they are associated The default in MCIS is that Intermediate Body users are associated to all projects within their Programme to have this edited contact your Intermediate Body User Administrator Applicant users can search only for projects associated with their organisation A range of criteria can be applied to your search as detailed in the table below Note MCIS allows you to use a wildcard search e g if you want to find all projects which start with A type A in the Project Name field Wildcards can be used in any alphanumeric field Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 11 of 35 Clawback Editor User Guide Projects Search Search Criteria Programme To perform a search you must first select the correct programme Click in the field to display a list of programmes in your region and select the appropriate one To search against a specific Priority Axis enter the Priority Axis numbers in this field Priority Axis ID Project Reference Each project has a unique reference code assigned to it by the Intermediate Body Enter this reference here to search for a single project Project Name Enter the project name to search for a single project Project Organisation Enter an applicant name to display all projects associated
55. story J Details of Irregularity Priority Axis P1 BB Financial Aspects m This is the agreed total level of funding for the project priority axis from the offer letter Priority Axis P1 Priority Axis P2 Capital in c Revenue Revenue Total Eligible Total Eligible Priority Axis P3 Expenditure GBP Rate Expenditure GBP Intervention Rate Expenditure GBP Expenditure EUR BB identification of Total Eligible Expenditure 100 000 00 10 000 00 110 000 00 121 000 00 Communication ERDF Amount 50 000 00 50 0096 5 000 00 50 0096 55 000 00 60 500 00 Irregularity Editor Irregularity Manager Match Funding Amount 50 000 00 50 0096 5 000 00 50 0096 55 000 00 60 500 00 M Comments Public Match Funding Amount 50 000 00 50 00 5 000 00 50 00 55 000 00 60 500 00 Bi Clawbacks Private Match Funding Amount 0 00 0 00 0 00 0 00 0 00 0 00 Latest monthly EC exchange rate of 1 100000 has been used to convert from GBP to EUR 3 Vane La internet amp 1005 start Irregularity Expendit uw Clawback Editor User DISGO F E3 Microsoft Excel MCI Irregularity Expenditure Windows Internet Explorer G voy y https imcis testing erdF communities gov uk MCIS MCISWeb Screens IrregularitiesAndErrors IrreqularExpenditure201 3b aspx ProjectMeasurelD zBBHq vie Certificate Error X Gooale Pir Google g v v seach gt 8 amp P o YW Bookmarks Q Find WW Check Y Autofil
56. sword click on the Personal Details tab and select Change Password Change password screen Organisations Personal Details Change Password Change your password here Please enter your existing password and your new password twice Then click on the Save button Old Password New Password Re enter New Password Save Abandon Logout Click on the Logout link in the top right navigation bar Logged in as 1NE Clawback Editor for One Home Reporting Page Help gt Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 7 of 35 Clawback Editor User Guide Home Tasks Home Tasks To display this screen Tasks is always the first page that displays after you log in to MCIS To return to this page at any time during your MCIS session click on the Home link in the top right navigation bar About this screen The Tasks page is your main hub on MCIS Your Task List displays all tasks relevant to the role or roles that you have been allocated For the purpose of this guide we will focus only on tasks relevant to the Clawback Editor Tasks can be either open or locked Anyone with the appropriate MCIS role can take up and complete These tasks will display with a status of For acceptance To pick up an open task click on the link in the Action column Locked Only the named user can take up and complete The status will conta
57. t RevRate Grant Cap Rev page in this state m 2 01 04 2007 30 06 2007 12 500 00 1 250 00 0 00 0 00 0 500000 0 00 0 500000 0 00 22 50 2 50 Y Yes X No Page Total to date 12 500 00 1 250 00 0 00 0 00 0 00 0 00 22 50 2 50 L Is empty Select recovery method Anamandnnin ee _ Done E Internet 100 M CIS Claim Task C fm Roles EJ Microsoft Excel MCI Th Clawback Editor User From the Overpayments screen first make sure that the radio button Demand Note has been checked then click on the Add button in this example the Add button for Claim 2 The Overpayments Details screen will be displayed See below MCIS Claim Task Overpayment Details Windows Internet Explorer i v https Imcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskOverpaymentDetails36 aspx ClaimIdentifier O FalBOzzur vs Certificate Error 5 X ac ogle Pi Search gt Ss dp S 4 Bookmarks d Find Y V Check SS AutoFill vy WAY amp gt Sign In gt oceans mm gt w od lbs Oca Consulting EnergyOnline mcis claim Task Over X fy fm i Page Of Tools TrA Ww lt Google 3 Mark Test Project 002 North East Regional Competitiveness and Employment Programme Newcastle University Priority Axis P1 Enhancing and Exploiting Innovation Clawback Status Draft Irregularity 040 9 84 Clawback Type Demand Note
58. uide New Clawbacks M C IS Claim Task Clawback Details Windows Internet Explorer ie v https Imcis testing erdf communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskClawbackDetails35 aspx ProjectID RmrxBxGs3JfiLFSOz4l v s Certificate Error X Google Pir Search gt Ss dp S 4 Bookmarks Q Find Y T Check SS AutoFill WY MN s SignIn 7 rm gt MC1IS5 Claim Task Claw X fp gt dh Page Of Tools VO g Se lt Google 3 wood BS m Oo LCG Consulting EnergyOnline Home Reporting Page Help LOQOUI Mark s Test Project 005 North East Regional Competitiveness and Employment Programme Newcastle University Priority Axis P1 Enhancing and Exploiting Innovation Clawback Status Draft Irregularity 040 9 124 Clawback Type Demand Note Overview Irregularities Risk Visits Categories Visit 040 8 58 gt Irregularity 040 9 124 gt Clawback 040 3 68 Overpayments B History 4 Overpayments Y li Demand Note Details Clawback total 0 00 Cap 0 00 Rev 0 00 Comments x Warning Clicking on one of Enter overstated amounts these links may result in unsaved changes being lost Add details for past overstatements of expenditure to the relevant claims key L meaa ieigmieennenanure T overmsaoront overmaisomer oan ureguanesi Can clawback be submitted with Claim Period Cap Rev Cap Rev CapRate Gran
59. uide New Clawbacks Next click on the Recovery button to initiate the financial part of the Clawback transaction The offsets screen will be shown allowing you to select which of the future claims you wish to make deductions against See below MC IS Claim Task Clawback Details Windows Internet Explorer GA Y le https mcis testing erdF communities gov uk MCIS MCISWeb Screens ClaimsTaskNav ClaimTaskOffsets37 aspx ProjectID cOAKqLKTHHI QSc Qm4o w v ted Certificate Error X E Pi Google gv v Search gt amp Ss qP amp M Ww Bookmarks Q Find z I Check 5 AutoFill 7 74v 7 e Y Sign In 7 m gt w a BS Logged out Selftrade MCIS Claim Task Claw X D B8 duh E Page Tools Overview Irregularities Risk Visits Categories Irregularity 040 9 192 gt Clawback 040 3 117 Offsets B History Overpayments vA Offsets x Comments x You have chosen to recover this money by offsetting against future claims ing Clicking on one of Total grant recoverable this clawback 2 750 00 these links may result in unsaved changes being lost Claim Number Claim Period Forecasted grant amount Other offsets Amount to Offset Key Claim 3 Mar 2007 4 583 33 0 00 2000 Can clawback be submitted with x in this state Claim 4 Apr 4 583 33 0 00 500 Y Yes Claim 5 May 2007 4 583 33 0 00 250 x No Page Claim 6 Jun 2007 4 583 33 0 00
60. v uk MCIS MCISWeb Screens ProgressTaskNav ProgressTasksClaimSchedule22 aspx ClaimID BkLerkTY9xyT8vX X Certificate Error 5 X Pir Google J v seach gt 8 amp P o YW Bookmarke Q Find Check Y AutoFill amp gt Sign In 1 s a gt w od EG I Logged out Selftrade M C15 Claims Claim Sch X E E dah pPoce Gp Todds ET oer Deas P1 Enhancing and Exploiting Innovation Number Period Period End Type Status Grant Paid Version Offset Eligible Expenditure Ineligible Expenditure Recovery Mechanism Recovery Status Aggregate Claim View 1 Monthly 31 01 2007 Interim Approved 0 00 1 0 00 0 00 0 00 View 2 Monthly 28 02 2007 Interim Paid 4 400 00 1 0 00 8 300 00 5 500 00 Offsets Recovered View 3 Monthly 31 03 2007 Interim Paid 2 583 00 1 2000 00 9 166 00 0 00 J View 4 Monthly 30 04 2007 Interim Paid 4 083 00 1 500 00 9 166 00 0 00 View 5 Month 31 05 2007 Interim Paid 4 260 00 1 250 00 9 020 00 0 00 6 Monthly 30 06 2007 Interim 0 00 0 00 0 00 0 00 Monthly 31 07 2007 Interim 0 00 0 00 0 00 0 00 8 Monthly 31 08 2007 Interim 0 00 0 00 0 00 0 00 9 Monthly 30 09 2007 Interim 0 00 0 00 0 00 0 00 10 Monthly 31 10 2007 Interim 0 00 0 00 0 00 0 00 4 Month 30 11 2007 Interim 0 00 0 00 0 00 0 00 12 Monthly 31 12 2007 Final 0 00 0 00 0 00 0 00 Total 15 326 00 2 750 00 36 152 00 5 500 00 M d Internet A 10095 MCIS Claims Claim UC Clawback Editor Us
61. wbackCoverSheet67b aspx ProjectID OvFABZI9YG8azZ V X Certificate Error 4 X Pir Google gr v Search 5 amp dp S 4 Bookmarks d Find T Check SS AutoFill S amp gt Sign In X od EB Wood iM CIS Claim Task Claw X I fc OE de p Page G Tools 2 Priority Axis P1 Enhancing and Exploiting Innovation Clawback Status Draft Irregularity 040 9 135 Clawback Type Offset Em EE Overview Irregularities Risk Visits Categories Visit 040 8 66 gt Irreqularity 040 9 135 gt Clawback 040 3 116 Comments History BB Overpayments Offsets L Comments Comments Key Page Is empty Is complete Attachments Contains errors or warnings Contains information only There are currently no attachments to display Add New Attachment Select a person to route this clawback offset to Y Select a person to route this clawback offset to 1NE Clawback Editor 1NE Clawback Editor Alan Hazell v Anne Test Jonty Testing 2 2 8 P Qo Internet E3 Microsoft Excel MCI EN ALOS H 12 15 3 Select the appropriate person and click on the Route button You will be prompted by MCIS to confirm this action Click OK 4 Your home page will display 5 f you search for the Clawback it will display as Routed to the name of the recipient Clawback Editor User Guide Version 0 2 Created 25 03 09 Document Owner MCIS Project Team Page 35 of 35 Clawback Editor User Gu
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