tracking project concepts in pmis
DESCRIPTION
Tracking Project Concepts in PMIS. GEF Expanded Constituency Workshop 15 to 17 February 2012 Dead Sea, Jordan. Background Information. - PowerPoint PPT PresentationTRANSCRIPT
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Tracking Project Concepts in PMIS
GEF Expanded Constituency Workshop15 to 17 February 2012
Dead Sea, Jordan
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Background Information• Pre-PIF tracking tool was created in response to
Council comments and to the concerns expressed by many countries regarding the lack of information about the status of some concepts that they have discussed with the Agencies
• To facilitate the tracking of this progress indicator, the Secretariat designed a webpage to enable OFPs to record projects concepts, so that they can be tracked in the GEF’s PMIS.
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Agencies’Project
Closing &Evaluation
Agencies’ProjectConcept
DevelopmentAgencies’
ProjectPreparation
Agencies’Project
Appraisal
Agencies’Project
Approval,Implementation,
Supervision
STEP 1Secretariat Reviewfor PIF Clearancefor WPI
Secretariat ReviewFor PPG approval, if requested
STEP 2Council reviewAnd Approvalfor Work Program
STEP 3SecretariatReview forCEO Endorsement
Full-sized Projects
STEP 4GEF EO reviewand Evaluation ofCompleted projects
Secretariat Reviewfor projects underimplementation
STAP Advisoryfor Cleared PIF
Council reviewAnd Comments*
PROJECT CYCLE
*Only if requested by Council at Work Plan Approval
OPTIONAL STEP OFPs submit project concept to Agencies through PMIS
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
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PMIS Interfaces
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PMIS PROJECT CONCEPT LIST SCREEN for an OFPSoon, the first screen for an Operational Focal Point after login to PMIS will beThe Concepts screen. Here, OFPs can enter, modify or print project concepts and monitor those they have submitted to Agencies.
Workflow for Project Concepts
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PMIS PROJECT CONCEPT ENTRY SCREENThe section Project Concepts contains its core information as entered bythe OFP.
Workflow for Project Concepts
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OFPs have the option to add an additional point of contact – such as a desk officer or technical team member to be copied on emails generated through
PMIS
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
Save/Edit Concept
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After the initial concept is saved a Concept ID will be created. Once a Concept ID is created then documents can be attached.
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
Save/Edit Concept
Submit Concept to Agency
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PMIS PROJECT CONCEPT ENTRY SCREEN
Once a Project Concept is created additional fields will become available for editing and OFPs will be able to submit the Project Concept to Agencies or drop the concept.
Workflow for Project Concepts
Once a Project Concept is accepted by an Agency an OFP no longer has the option to drop the concept!
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PMIS PROJECT CONCEPT ENTRY SCREENThe section Action Dates displays the sequence of Project Concept status changes according to the actions by the OFP or Ageny.
Workflow for Project Concepts
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PMIS PROJECT CONCEPT PRINTOUTBoth OFPs and Agencies can print a Project Concept directly from their Project Concept List screens by clicking on the respective icon:
Workflow for Project Concepts
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PMIS PROJECT CONCEPT EMAILBoth OFPs and Agencies can e-mail a Project Concept directly from their Project Concept List screens by clicking on the respective icon:
Workflow for Project Concepts
Documents attached to the Project Concept record will also be attached to the e-mail
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PROJECT CONCEPT SUMMARY REPORT for an OFPThis OFP summary report can be filtered by Agency or status of Concept:
Workflow for Project Concepts
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
Save/Edit Concept
Submit Concept to Agency
Notified by email
Concept appears in PMIS To Do List for Agency
Copied/Notified
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PMIS PROJECT CONCEPT LIST SCREEN for an AgencySoon, the first screen for an Agency user after login to PMIS will bethe „Concepts“ screen. Here, you can print, view, accept or reject receivedproject concepts.
Workflow for Project Concepts
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PMIS PROJECT CONCEPT ENTRY SCREENThe section Project Concepts contains its core information as entered bythe OFP.
Workflow for Project Concepts
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
Save/Edit Concept
Submit concept to Agency
Notified by email
Concept appears in PMIS To Do List for Agency
Copied/Notified
Accepts concept to be developed further with OFP
Rejects/Drops concept (in consultation with OFP)
Automatic email reminder to Agency (after 20 days then 30 days)
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PMIS PROJECT CONCEPT ENTRY SCREENAgencies have 30 days to take action on a concept by either accepting or rejecting.
Workflow for Project Concepts
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PMIS PROJECT CONCEPT ENTRY SCREENAgencies have the ability to drop a concept after they accpet it.
Workflow for Project Concepts
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PROJECT CONCEPT SUMMARY REPORT for an AgencyThis Agency summary report can be filtered by Country or status of Concept:
Workflow for Project Concepts
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
Save/Edit Concept
Submit concept to Agency
Notified by email
Concept appears in PMIS To Do List for Agency
Copied/Notified
Accepts concept to be developed further with OFP
Rejects/Drops concept (in consultation with OFP)
Automatic email reminder to Agency (after 20 days then 30 days)
Develops concept with Agency
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PMIS WORKFLOW FOR PROJECT CONCEPTS
OFP
Agencies
GEFSEC
Enters Concept
Save/Edit Concept
Submit concept to Agency
Notified by email
Concept appears in PMIS To Do List for Agency
Copied/Notified
Accepts concept to be developed further with OFP
Rejects/Drops concept (in consultation with OFP)
Automatic email reminder to Agency (after 20 days then 30 days)
Develops concept with Agency
Submits PIF to GEF
Receives PIF
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Questions?