MCIS Project Deliverer User Guide
Contents
1. Project Deliverer User Guide Volume 2 Setting Project Categorisation Project categorisations To display this screen Profile Offer Details Overview Risk Categories About this screen Project Categorisations are a Project Deliverer User Guide Volume 2 Profile Offer Details Overview Risk Categories Project Categorisation Priority Themes Cover Total 0 S Reto activities in research centres Add Economic Activity Cover Total 0 Agricutture hunting and forestry Add Forms Of Finance Cover Total 0 Non repayable aid Add Territory Cover Total 0 not applicable Add Location Cover 94 Total 0 Select a Location Completing this screen Project Categorisation Priority Themes Cover Total 0 Energy efficiency co generation energy management Services and applications for SMEs e commerce education and training networking etc Other measures for improving access to and efficient use of ICT by SMEs Renewable energy hydroelectric geothermal and other Energy efficiency co generation energy management Rehabilitation of industrial sites and contaminated land Integrated projects for urban and rural regeneration Development of specific services for employment training and support in connection with restructuring of sectors and firms and development of systems for anticipating economic changes and future requirements in terms of jobs and2. Redcar and Project Deliverer User Guide Volume 2 Claims To display this screen If necessary search for and open the project Click on the Claims tab T Claims Sp Offer Details mm P1 Enhancing and Exploiting Innovation Humber Period Period End Type Status Grant Paid Version Offset Ineligible Expenditure Recovery Mechanism Recovery Status ib Quarterly 31 03 2007 Interim Suspended with applicant 0 00 d 0 00 0 00 2 Quarterly 3006 2007 Interim 0 00 0 00 0 00 3 Quarterly 30 09 2007 Interim 0 00 0 00 0 00 4 Quarterly 31 12 2007 Interim 0 00 0 00 0 00 5 Quarterly 31 03 2008 Interim 0 00 0 00 0 00 B Quarterly 30 06 2008 Interim 0 00 0 00 0 00 7 Quarterly 3009 2008 Final 0 00 0 00 0 00 8 Quarterly 3112 2008 Progress Only 0 00 0 00 0 00 Total 0 00 0 00 0 00 About this screen The Claims screen displays project claims for each project Priority Axis It lists e he status of all claims current past and future e Any ineligible expenditure identified on a paid claim e The details of any recovery of monies clawbacks Click on any other of the links displayed to open the associated claim or clawback Project Deliverer User Guide Volume 2 Number The claim number arranged in chronological order Period The claim frequency Can be either Monthly or Quarterly as arranged with the applicant Projects with greater expenditure grant are more likely to be organised on a Monthly claim period P
3. Tasks 18 08 2008 999 Help Text Test n a 1NE Project Deliverer Routed to 1NE Project Deliverer Routed Open the project by clickina on the link Step 3 Suspend the project Project Deliverer User Guide Volume 2 1 Click on the Routed link to open the project Claims Current Offer Details Profile Comments Comments B History ae Project and Applicant w Comments Details Suspending this project B Claim Schedule vi E Targets T 2 Add a comment to indicate that the project is being suspended and click Next Step Claims Current Offer Details Profile History IW History E Project and Applicant s History i Details E Claim Schedule L Status Date Owner Role Comment Attachment E Targets Y Live 18 08 2008 1NE Project Project Deliverer RoutingLive E Costs Profile v FST Yearly Funding Profile Offer Accepted 18 08 2008 1ME Project Project Deliverer ok Deliverer rE Quarterly Funding Y Profile Offer Issued 18 08 2008 1NE Grant Acceptor Grant Acceptor OK E Terms amp Conditions Offer Approved 18 08 2008 1NE Project Project Deliverer OK of Offer Deliverer B Comments Y Appraisal Passed 18 08 2008 1NE Grant Approver Grant Approver Looking good Draft 22 07 2008 X 1NE Project Project Deliverer Lets go Deliverer None 2207 2008 1NE Project Project Deliverer Project created Deliverer Previous Step Next Step 3 Scroll down to view the Suspend
4. b Click on the Browse button c Navigate to where the file you wish to attach is stored d Select the file and click Open The file name will appear in the Local File required field e Enter a title for the attachment in the Title field f Click on the Upload Attachment button g Click on the Abandon Upload button if you have chosen the wrong item to attach Select the correct item and then repeat steps h If you wish to add more than one attachment repeat the upload process Project Deliverer User Guide Volume 2 9 Scroll down and click on the Next Sten button to save the changes and display the Amend Offer Details button Step 4 Amend Offer details 10 Click on the Amend Offer Details button 11 You will be prompted to confirm this Click OK Microsoft Internet Explorer x j re you sure vou want to Amend Offer Details cm 12 All contractual fields will not be viewed in edit mode Amend the details as required Note For more information on this process refer to the Set up a New Project section 13 Click on the Save Next Step or Previous Step button to save changes made 14 Once you are happy all changes have been made click on the Comments sheet link in the Steps navigation pane and add a comment Note The comment entered in the Comment box should make clear to subsequent users in the workflow what changes have been made and where they can be viewed 15 Click on the Ne
5. button 4 Click on the Suspend button 5 You are prompted to confirm your action by MCIS Click on OK Microsoft Internet Explorer x YQ Are You sure you Want to Suspend one Project Deliverer User Guide Volume 2 6 warning message displays at the top of the screen and the Comments x Message indicates the project is suspended dome Reporting Logout Help Text Test North East Regional Competitiveness and Employment Programme Reference 999 Status Suspended Claims Profile Offer Details Current Offer Details step displays with an WARNING PROJECT SUSPENDED Comments C ments B History Project and Applicant v Comments Details Claim Schedule Y Targets Y Costs Profile Y E Yearly Funding Profile Quarterly Funding ub Attachments Comments must be added befo re yOU Profile There are currently no attachments to display Ca n a m e n d t h e offe r N Terms amp Conditions o of Offer Add New Attachment 1 Comments x Warning Clicking o one of Select a person to route this projectto Route these links may resulNn unsaved changes being st Previous Step Next Step Key Can project be submitted with page in this state Comments page now displays as blank page icon with a cross 7 Add a comment to indicate you are going to amend the offer 8 If required you can also add an attachment To add a file a Click on the Add Attachment button
6. skills Pathways to integration and re entry into employment for disadvantaged people combating discrimination in accessing and progressing in the labour market and promoting acceptance of diversity at the workplace Developing human potential in the field of research and innovation in particular through post graduate studies and training of researchers and networking activities between universities research centres and businesses Preparation implementation monitoring and inspection Evaluation and studies information and communication Agriculture hunting and forestry PT Project Deliverer User Guide Volume 2 Project Categorisation Priority Themes Cover Energy efficiency co generation energy management so Delete R amp TD activities in research centres 2 Delete R amp TD infrastructure including physical plant instrumentation and high speed computer networks linking research centres and centres of competence in a specific technology 3 Delete 0 Total Technology transfer and improvement of cooperation networks between small businesses SMEs between these and other businesses and universities post secondary education establishments of all kinds regional authorities research centres and s Add Locations Location Cover Total 0 The location dimension for this project is currently set at NUTS 2 Tees Valley and Durham South Teesside Select a Location Select a Location Middlesbrough
7. your comment for the Grant Acceptor 21 An attachment may also be added if required Project Deliverer User Guide Volume 2 Note How to add an attachment is covered on page 4 Current Offer Details Comments Comments D History HE Project and Applicant w Comments Details E Claim Schedule w E Targets v El Costs Profile v E Yearly Funding Profile V I2 us Dok dem E 22 Click on the button to save your comment and display the Issue button Atta chin ante History History History E Pr oject and Applicant v History Details E Claim Schedule L Status Date Owner Role Comment Attachment E Targets Y Pending Approval 19 08 2008 1NE Grant amp pprover Grant Approver ok p leri Y Under Amendment 19 08 2008 1NE Project Project Deliverer Changed the claim schedule from Quarterly to Monthly E Yearly Funding Profile v Deliverer E Quarterly Funding Y Suspended 18 08 2008 1NE Project Project Deliverer suspended Profile Deliverer E Terms amp Conditions v Live 18 08 2008 1NE Project Project Deliverer ok of Offer Deliverer E Comments Y Live 1808 2008 1NE Project Project Deliverer RoutingLive Deliverer Warning Clicking on one of these links may result in Offer Accepted 18 08 2008 1NE Project Project Deliverer OK lets go with this one unsaved changes being lost Deliverer Key Offer Issued 18 08 2008 1NE Grant Acceptor Grant Acceptor Very pleased with how this looks looking forw
8. Project Deliverer User Guide Volume 2 mcis MCIS Project Deliverer User Guide Volume 2 g e Communities and Local Gorernment eet Project Deliverer User Guide Volume 2 Table of Contents SET RISK RATING SETTING PROJECT CATEGORISATION em 5 Le EE EE E E E EE 7 SE P 7 ENG ME EE AAE 8 SOUE A CONTRACT VARIA TION PE EE 11 STEP 1 SEARCH FOR AND OPEN THE PROJECT sss ee 11 ge tee cee spree vce sine Cave EE EEEE EA Aei S 11 m ge SUSPEND THE PROJECT eeina 11 STEP 4 AMEND OFFER DELE EE 14 ATTEN ee 15 STEP B MAKE THE REVISED PROJECT LIVE r ica asa aa dal ala me eae a la aka dine 17 VIEW FUNDING AGREEMENT MY 17 ETNE 19 HETE A A a e 20 Project Deliverer User Guide Volume 2 Set risk rating Each live project should be assigned a risk rating on MCIS New projects set up on MCIS should be risk rated prior to making them live The project should be risk assessed on an ongoing basis using the local Intermediate Body risk assessment form and the findings registered and maintained on MCIS The risk rating for each project is displayed alongside the cost and output variance ratings in the Search results performance dashboard To display this screen Search for and open the project you wish to assign a risk rating to The Project Profile Overview page will display Click the Risk link displayed Add a mean
9. ard to getting started l 4 Offer Approved 19 08 2008 1NE Project Project Deliverer Yes looks good to me shall we make it live Can project be submitted with page Deliverer in this state P uc Pending Approval 19 08 2008 1NE Grant amp pprover Grant Approver Definately a worthy project will of course Approve it X No Draft 18 08 2008 1NE Project Project Deliverer This look great Deliverer Page ls empty None 15 08 2008 1NE Project Project Deliverer Project created Deliverer Is complete Contains errors or warnings M Contains information only Previous Step Next Step issue Issue button 23 Click on the Issue button Project Deliverer User Guide Volume 2 Testing Version 1 7 8 1586 ERDF site for England ERDF Library ERDF Glossary Best Practice The UK Governmen DM EUM t s en ERDF site for England bug 601 test North East Regional Competitiveness and Employment Prggfamme Reference 111 Status Offer Issued istory Claims Logged in as 1HE Project Deliverer for OneHorthEast Home Reporting Logout 24 The Status of the project is Offer Issued Note Once the applicant has accepted the reissued offer the offer will display in the Task List with a Status of Offer accepted make offer live Tasks Date Raised Reference Hame Priority Axis Claim Ho Raised By Status Action 18 06 2008 111 bug 601 test n a 1NE Grant Acceptor For Acceptance Offer accepted make pro
10. echanism Intermediate Body claws back an overpayment made to an Applicant This will either be by demand note i e an invoice or by offsetting the overpayment against a future project claim or claims Clicking on the recovery mechanism link displays the clawback details screen Project Deliverer User Guide Volume 2 Recovery Status The recovery status column provides information on progress towards recovery of the clawback e g Recovered Pending recovery Non recoverable Clicking on the recovery status link displays the clawback overview screen which contains the history of the clawback Project Deliverer User Guide Volume 2 Issue a contract variation Follow the steps outlined below to issue a revised offer of grant Step 1 Search for and open the project 1 From your home page click on the Projects tab 2 Search for your project 3 Click the link to open your project The Project Profile Overview screen displays Em uou Overview Rizk Step 2 Assign the project 1 Scroll down the Overview screen until the Assign button displays Non Contractual Details Project Deliverer 1NE Project Deliverer v Assign 2 Click on the drop down field to display all Project Deliverer users within the Intermediate Body Select your name 3 Click on the Assign button 4 Click on the Home link to display your Task List The assigned project displays in the Task list with a required action of Routed
11. eriod End The claim period end date Interim a scheduled non restricted claim made during a project s life Progress Only A claim after the financial completion date the claim only measures and reports on targets outputs Final the scheduled final claim Restricted a claim where the retention rate usually 10 has been applied to the grant payable pending receipt of the final audit Final restricted a claim generated by MCIS to cater for the situation where a final claim has been submitted on which an amount must be retained pending receipt of the final audit and an amount can be paid The final restricted claim enables the immediate payment of this second amount Reflects the status of the transaction e g draft pending approval on hold etc Amount Paid The grant paid to the Applicant on the claim Version The claim version s Additional versions of a claim are created when it is bic to an applicant for amendment after it has been submitted to the Intermediate Body for processing Versions are not created if a claim is saved and then re opened This shows the amount of money previously overpaid which has been offset against a claim Clicking on the offset link displays the offset summary screen for this particular claim Ineligible The amount of ineligible expenditure declared on a claim Expenditure Click on the link to view details of the overpayment Recovery The recovery mechanism is the means by which the M
12. gency as Intermediate Body for the Operational Programme has approved your Application for a Grant from ERDF We now offer London Development Agency the Grant Recipient a Grant of towards Eligible Expenditure for the Project on the terms set out in this offer letter 2 The Grant is offered on the terms of a this letter including its Schedules the Offer Letter and b the attached Standard Conditions of Grant including its amp nnexures the Standard Conditions and c the Project Specific Conditions of Grant contained in Schedule 1 to this Offer Letter the Project Specific Conditions and d any Project Specific Eligible Expenditure contained in Schedule 2 to this Offer Letter the Project Specific Eligible Expenditure 3 The Project consists of a the carrying out of the Project Activities fully described in the Application but which can be briefly described as test report cones of visibility b the subsequent use of the Assets for the Approved Use during their Useful Economic Life and c the achievement of the Targets contained in Schedule 3 to this Offer Letter which will further the objectives of the relevant Priority Axis of the Operational Programme Oct 1 2008 1 11 16 42 AM Z Top amp Page up Z Page down X Bottom Project Deliverer User Guide Volume 2 View Project History Each time a significant change is made to a project which requires the re issue of the offer MCIS creates a new versi
13. ingful comment supporting the risk rating Last Updated By e Unknown Please Set Risk Comments Attachments required There are currently no attachments to display Add New Attachment Save About this screen This screen records the risk rating for the project The current risk rating of the project is displayed at the top of the screen If a risk rating has not yet been assigned the message Not set will display Completing this screen 1 Select the level of the risk by clicking on the Low Medium or High radio button 2 Add comments that give the reason for the level of risk chosen Project Deliverer User Guide Volume 2 3 You must also attach a file the completed local risk assessment form or matrix to Support the selected risk rating To upload the file d b Click the Add Attachment button Click on the Browse button A Choose File pop up window will display Navigate to where the attachment is stored Select the item to attach and click on the Open button Enter a title for the attachment in the Title field and add a description if necessary Click on the Upload Attachment button Use the Abandon Upload button if you have chosen the wrong item to attach Select the correct item and then repeat the above steps Click on the Save button to save your data If you now search for the project you will see the assigned risk rating is displayed in the search results
14. ject live Step 6 Make the revised project live Note See the section on Make a Project Live on page Error Bookmark not defined View Funding Agreement The funding agreement can be viewed as a printable document through the Cognos reporting tool To access the Funding Agreement for your project click on Funding Agreement Project Deliverer User Guide Volume 2 Profile Offer Pets st Current Offer Detals Funding Agreement Claims T History C History B History E Project and Applicant v History Details E Claim Schedule i Status Date Owner Role Comment Attachment Targets x None 29 09 2008 LDA Project Project Deliverer Project created Deliverer Costs Profile x Yearly Funding Profile X LD Quarterly Funding x Profile Previous Step Next Step Terms amp Conditions X MM Delete New Project Forward to Applicant Under Amendment 1 Comments x Warning Clicking on one of these links may result in unsaved changes being lost Cognos Viewer Funding Agreement LDA ProjectDeliverer LoaOn v ft Ab Keep this version v I R i e v E Add this report Draft Funding Agreement Draft To London Development Agency THE EUROPEAN REGIONAL DEVELOPMENT FUND ERDF Dear Mr Smith London Operational Programme 2007 13 Relevant Priority Axis P1 Project Name and reference LDA 2001 LDA 2001 1 I am pleased to inform you that London Development Agency the A
15. on and retains previous iterations for audit purposes This Project History is visible to Intermediate Body and Applicant users To display this screen With the project open click on the Project History tab History Version Creation Date Project Offer Version Comment Acceptance Date 18 08 2008 14 30 55 Offer v2 Changes look fine 18 08 2008 14 34 00 18 08 2008 14 23 18 Project v2 suspended 18 08 2008 11 37 36 Offer v1 Yes looks good to me shall we make it live 18 08 2008 11 38 00 15 08 2008 09 20 26 Project v1 Project created About this screen This screen lists all previous versions of the project and offer To view details of a particular version click on the associated link The screens will display in read only view Project Deliverer User Guide Volume 2 Close a Project It is only possible to close a project that is Financially complete A project s status on MCIS changes from Live to Financially Complete when the final claim is paid 1 If necessary search for and open the project that you wish to close 2 Click on the Claims tab and scroll down to display the Close button Click on the Close button If you search for the project you will see the project status has changed to Clos
16. xt Step button 16 The following buttons display Project Deliverer User Guide Volume 2 Forward for Submits the revised offer to the Grant Approver Approval Save and If the project has had a non contractual change made to it Complete such as changing the quarterly funding profile this button will display Click to save the changes and make the project live again Rollback to Removes the new project version which was created when current offer the project was put under amendment It returns the project to the current version and makes it live Send offer to Sends the offer to the applicant so that the applicant can applicant under make amendments amendment Save Saves the changes made so far and continues to display the offer project details on the screen 17 Click on the Forward for Approval button to send the offer to the Grant Approver 18 You are prompted to confirm this action Click on OK Microsoft Internet Explorer x 2 Are vou sure vou want bo Forward For Approval ne Step 5 Issue the revised offer Once the Grant Approver has approved the offer a notification will display in your Task list with a Required Action of Offer Approved send letter to applicant Tasks Date Raised Reference Hame Priority Axis Claim Ho Raised By Status Action 18 08 2008 111 bug 501 test n a 1NE Grant Approver With 1NE Project Deliverer 19 Click on the link The offer History sheet displays 20 Add
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