Presentation on theme: "Michigan Electronic Grants System MEGS mde. state. mi"— Presentation transcript:
1 Michigan Electronic Grants System MEGS http://megs. mde. state. mi Michigan Electronic Grants System MEGS MEGS Overview and Updates for DLEG Adult Education Section 107Last Updated: 8/11/2008
2 MEGS Introduction and Update MEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
3 What is MEGS? Apply for grants and other applications online Common look and feel for all applicationsProgram Office review and comment on applicationsAmendments onlineGrant reporting onlineSome previous year’s information saved and brought forward, when applicableUp-to-date view of applicationsAutomated generation of
5 Grants in MEGS 2007-2008 continued Mathematics & Science PartnershipGreat Start Readiness Program/CNRA (MSRP)PreschoolReading FirstRegional Literacy Training CentersSafe & Drug Free SchoolsSection 31a/32e FlexibilitySpecial EducationFlowthrough, EOSDTransition ServicesSummer MigrantTitle I School Improvement21st Century Community Learning Centers
6 The Michigan Electronic Grants System MEGS UpdateThe Michigan Electronic Grants SystemMEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
7 What is needed to use MEGS? An Internet ConnectionWeb Browser -IE 6.0+-Netscape 7.0+Acrobat Reader 4.0+A Valid MEIS Account entered in MEGS*If you can, use Internet Explorer.Internet connectionThe faster the connection, the easier it is to use MEGS.Beware proxy servers, pop-up blockers, and network security settings.
8 What is Adobe Acrobat Reader and why do I need it? Adobe Acrobat Reader allows user to view PDF files.PDF stands for “Portable Document Format”.Regular web pages which are programmed in HTML do not always look good when printed.The PDF format was designed for the Web to look consistent each time it is printed.Once Acrobat Reader is installed, all files in MEGS with the extension .pdf will be opened with the Acrobat Program.Adobe Acrobat Reader can be downloaded, at no cost, fromMEGS supports Adobe Acrobat and Adobe Acrobat Reader versions 4.0+
9 What is MEIS and how can an account be obtained? MEIS is the Michigan Education Information System.MEIS provides one system for the management of user accounts for a variety of MDE and education applications.In order to use MEGS (and potentially other State of Michigan systems) you must first obtain a MEIS account. This can be done by going to the following URL (Website Address) and clicking Create a MEIS Account:
10 Confirming your MEIS Account The final screen will confirm your account.Hint: Print this page for your records.Hint: Change your password immediately.Warning: Passwords are case-sensitive. Your randomly generated password is guaranteed to cause you problems in the future.Change it immediately after creating your account.Your MEIS account must be entered in the MEGS database.Note: Every MEIS application has its own security system.Need to reset your password? Call the MDE Helpdesk:(517)(800)
11 How to access MEGSIf your MEIS account is entered in MEGS, you can log in:The first screen provides a link to the login screen and a link to the MEGS Website:
12 MEGS Website MEGS Website: Allocations Grant Information MEIS Accounts Peer ReviewersTraining
13 Logging into MEGS (517) 335-0505 (800) 968-2644 Use the Login and Password obtained from the MEIS Registration Process to login.Remember, the MEIS password is case sensitive.If you receive an error message that you have a valid MEIS account, but are not authorized in MEGS, contact your Authorized Official.Need to reset your password? Call the MDE Helpdesk:(517)(800)
14 The Michigan Electronic Grants System MEGS UpdateThe Michigan Electronic Grants SystemMEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
15 Designating Authorized Officials http://megs.mde.state.mi.us/megsweb Two Authorized Officials per recipient agencyAuthorized by the Superintendent / top AdministratorPrint and send in the MEGS Electronic FormElectronic form is “fillable”You can find forms on the MEGS websiteVery quick turn-aroundLog-in to check
16 MEGS Authorization Structure Level 5 - Authorized OfficialsManage MEGS accounts for district/agencyDesignate Application Administrators (Level 4)Initiate applicationsAssign lower security levels to allow edit or view statusAdd users to MEGSSubmit, amend and delete applications, amendments, and/or reportsAccess to all district applicationsLevel 4 - Application AdministratorsResponsible for managing the applicationInitiate assigned applications for own agencyStart modifications or amendmentsAssign other users to participate in the grant writing or review processNotify Authorized Officials to submit applications, modifications and amendmentsInitiate and submit reports
17 Other Security LevelsLevel 3b Consortium/Grant Member Program CoordinatorThe fiscal agent can add users from consortia organizations. They have permission to work on their budget and narrative only. They can save to no other portions of the grant.Level 3 Consortium/Grant Member-Authorized OfficialsAll Authorized Officials from Consortia Members are automatically added to the grant with View permissions.Level 2 - Grant WritersThis level has the ability to input and edit any data.Level 2c - Financial OfficersThis level has the ability to input and edit budget data.Level 1 – ViewersThis level has the ability to view all parts of the application. Cannot input or edit any information.
18 The Michigan Electronic Grants System MEGS UpdateThe Michigan Electronic Grants SystemMEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
19 Authorized Officials: Getting Started From the Main Menu, Authorized Officials can:Initiate applicationsAdd users to MEGSReview/edit contact informationAssign application security levelsEdit agency informationEdit personal contact informationOnce an application has been initiated, the application will be listed on the Main Menu.Grants are color coded by years:are greenare redare blue
20 Main Menu: Getting Started Main Menu OptionsView/EditDelete ApplicationModify ApplicationAmend ApplicationView ReportsView HistoryDelete AmendmentButtons are controlled by the status of the applications.
21 Main Menu: Add Users to MEGS Level 5’s can add users to MEGS Click the Add Users to MEGS link.Enter up to 10 new users into MEGS:Enter the MEIS Account numberDistrict code is setClick Verify to verify users.Check the results of Verify:Check name and agencyInvalid MEIS accountAlready in MEGSConfirm the new users by clicking Save.Go to the Main Menu and click the Application Security Level(s) link to complete the process of giving users access to applications in MEGS.Click on ‘Add Users to MEGS’ link.You will come to a screen with the room to enter in up to 10 new users into MEGS. To verify, a new user must have a MEIS Account Number and the MEIS security that the users will be assigned. There is no need to enter in the district or recipient code because the system will have this information based on the users login information.To begin the verification process, first enter the MEIS Account number and then chose the appropriate MEIS security level from the drop down. Continue these entries until completed.To verify these users click the ‘Verify’ button.To confirm the new users hit the ‘Save’ buttonTo add more searches enter in more MEIS Account numbers and chose a security level and click the ‘Verify’ button. Any previous entries will be preserved.To clear the entries click the ‘Cancel’ button and all previously entered values will be deleted.
22 Main Menu: Contact Information Maintain MEGS AccountsClick the Contact Information link.A list of people associated with the user’s agency who are currently in MEGS is displayed. Each name is a link to a page where that person’s contact information can be edited.To Edit Contact Information (5’s only):Click the underlined name of the person whose information you wish to edit.Make appropriate changes and click the Save button.Click the Return to Previous Page button to continue.
23 Main Menu: Application Security Level(s) To assign application security level(s) once users are added to MEGS:Select the user from the drop down list and click Go.Assign a security level for each application the user will access.To restrict the access date, change the date in the “Date Begin” field.Click the Save button to save the assignments.Users can be added even if the application is already initiated.
24 Assigning Users: Grant and Consortium Members Grant/consortium member, not the Fiscal Agent, should “Add User to MEGS”, so that the district/agency is correctly assignedFiscal Agent must then assign Application Security Level
25 Agency Information To Edit the Fiscal Agent’s Information: Go to the Main Menu and click the Edit Your Agency Information link. Only Authorized Officials can use this link.Change the information as needed and click Save. The only information that can be edited is the mailing address, phone number, fax number and address.When changes are made and approved in School Code Master, MEGS will reflect them the next day. Make permanent changes in School Code Master, instead of in MEGS!Exceptions (use MEGS):Address 2Colleges and Universities
26 Main Menu: Initiating an Application (4’s/5’s) From the Main Menu:Select the application from the drop down listOptions depend upon agency eligibilityClick the Initiate button.Option to initiate disappears once the application is initiated.
27 The Michigan Electronic Grants System MEGS UpdateThe Michigan Electronic Grants SystemMEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
28 Application Menus Application Menu Header Details Application InformationManagement ActivitiesGeneral InformationBudget PagesProgram InformationAttachmentsSubmitting the ApplicationAll applications have a similar look.Each application type has its own unique features.NOTE: For Section 107, additional options may appear after the Plan for Program Operation is selected.
29 Avoid Back and ForwardMEGS is a dynamic, database driven, Web application. Content in MEGS changes according to information that is entered into the system. When applicants enter information into the system, it changes the way they see certain parts of the application. Therefore, it is highly recommended that users use the navigation provided within the application.Using the browser’s Back and Forward buttons to go to a page is not the same as clicking a link to go to exactly the same page. The Back button will simply load the cached (or saved) version of the page that exists on the local hard drive as it was the last time the page was accessed. By using the Back button, the user is not getting the latest information from the website, but rather an “older” saved version of the page.Avoid the Back and Forward buttons in order to always see the latest information.
31 Important Information and Assurances and Certifications Important Information About the ApplicationThis link opens a page that provides information about the application due date and the pages that must be submitted, as well as the purposes of the programs included in the application.Assurances and Certifications This link opens a page that lists a set of conditions that must be followed by recipients of funds for programs included in the application.
32 Add Users to Application: Control Access to This Application To Give Users Access to the Application:Go to the “Add Users to this Application” table at the bottom of the page.Enter the MEIS Account IDs of the users to be given access to the application.Select a security level for each new user based on his/her function in the application process.If the user is a contact person for the application, select the type of contact.A Main Contact is required.To activate the users, click the Save button.
33 Edit/Remove Users Control Access to This Application To Edit or Remove User Access from the Application:Identify users to delete or to temporarily limit their access.To edit the user’s access, make the appropriate changes and click Save.To remove the user, click the box in the “Mark Remove” column to the left of the user’s name and click Save.The removed user will no longer have access to the application unless the user is given access again.If more than 20 users in grant, only Fiscal Agent users show.Select All in drop down to see all users with access to grant.
34 Grant Contact InformationTo Assign or Change Contacts:Go to the Control Access to ThisApplication page and make theassignment.Authorized users may delete andreplace the Contacts.When the assignment is saved, theMain Contact will be displayed on theGrant Contact and Fiscal AgentInformation page.Contact, specifies additional recipients of automated MEGS s.
35 Management Activities: View a PDF of This Application To View a PDF of the Application:Click the View a PDF of this application link to generate a printable version of the application.The PDF will include all information that is entered into the current application.One Click Solution: sent when readyLinks are also provided for individual page PDFs.This feature is provided for agencies to keep a printed copy of the application that the user submitted electronically.To save the PDF of your completed application, select “File – Save As” and save the file to your hard drive.Blank PDF is also available.
37 General Information: Plan of Program Operation Indicate your Plan for Program Operation. Then, Click Save.
38 General InformationIf you are operating independently, or as the fiscal agent of a consortium, additional application pages appear.
39 General Information: Review Grant Selections To Review/Change Grant Selections:Click the Review Grant Selections link on the Application Menu.Click the appropriate radio buttons to make any changes in the grants that will be included in the application.Click Confirm to save the changes. If you do not wish to make any changes, click Cancel.Do Not Apply: no intention to applyApply Now: add all required parts of grant; invokes all error checkingIf a district also receives Federal adult education funds, only Tuition/Fees and Other Local funds not already reported in the WIA Core Program application should be reported.
40 General Information: Additional Contact InformationEnter contact informationSaveBe sure to select the WDB Region.
41 General Information: Adult Education Program Offerings Enter site InformationSaveTo Add another site, click AddUse “Please select a page to view” to access other sites entered
42 General Information: Consortiums Click Add a New Member to add consortium membersSelect the applicable Funding SourceEnter Recipient and Building CodesClick Save SelectionsMEGS sends consortium invitation s.
43 General Information: Consortiums Consortium Member Authorized Officials have an option for Grant Consortium Acceptance InformationServices only, Funds and Services (separate budget) or Will Not Participate
44 General Information: Locally Developed Consortium Agreement Enter the consortium agreementSaveIf multiple agreements are used, click Add
46 Budget Pages: Budget Navigation The yellow tinted button denotes the page that the user is currently on.The blue tinted buttons denote pages that are available to navigate to.Clicking these buttons will take the user to the corresponding page.The quick links are available on the red button bar.The View PDF button will generate a PDF for the current grant source.Budget Tabs and Quick LinksThese features allow for easy navigation between the numerous budget pages.The tabs are color coded for easy recognition.The yellow tinted tab signifies the current page.The View PDF tab will display a PDF of the current budget page..Budget ButtonsThe buttons at the bottom of the budget pages serve the same purpose as the tabs for navigation. Instead of returning to the top of the page, clicking any of the buttons will take you to the corresponding page.
47 Budget Summary Budget Totals: The budget totals are displayed with function codes along the left side and object codes across the top.“Ten’s” function codesBudget totals are changed automatically when new budget items are added to the grant.Complete Contact Information (on the bottom of the page):Business Office RepresentativeProject Contact PersonTo change the Indirect Cost Rate1. Determine the change in the indirect cost rate for this grant.2. In the indirect rate field at the bottom of the budget grid, enter the new rate.3. Then click the blue ‘Save’ button to submit the rate. If the rate is greater than the maximum allowed an error message will appear at the top of the page requesting to lower the rate. After making the change click the ‘Save’ button again.4. On successful completion of the change, a new value will be computed and added to the total for the grant.
48 Budget Pages: Budget Detail The Budget Detail page is an in-depth look at all budget items for the grant.Each budget item is listed by function code, with the description, any associated FTE and the budgeted amount.As items are entered into the system, this page is automatically updated and displays the totals.The title of the item provides a link to the page where the entries for that budget item can be edited.Items are sorted by function code. Within a function code, items are sorted by object code; and within the object code, items are sorted alphabetically.
49 Budget Pages: Add Budget Item To Add a Budget Item:Provide a description of the budget item.Enter amount(s) in the box(es) beneath theappropriate Object Code(s).– Only one entry unless personnel.– All personnel entries must have Salaries and Benefits.After completing the entries, click the Add Item button.To Edit a Budget Item: Access the budget item from the Budget Detail screen, make the changes, and click Update Item.To Delete a Budget Item: Access the item from the Budget Detail screen and click Delete Budget Item.
50 Budget Pages: Delete Budget Detail Use Delete Budget Detail when you are ready to start over.You clear out the entire budget detail on the page.One chance to confirm: and then it’s gone!
51 Program information pages are unique for each grant in MEGS. * The consolidated plan that is attached to the application must include all elements listed on this page.* Please be sure that the page numbers entered for each element match the page numbers in the attached plan!
52 Project Narrative Check one of the options. If the Section 107 funded program and its consortium members, if applicable, are IDENTICAL to WIA Core Programs, check that box and do NOT complete the remainder of the page.Otherwise, all items are required.* The consolidated plan that is attached to the application must include all elements listed on this page.* Please be sure that the page numbers entered for each element match the page numbers in the attached plan!
53 Section 107 Narrative* The consolidated plan that is attached to the application must include all elements listed on this page.* Please be sure that the page numbers entered for each element match the page numbers in the attached plan!
54 Expanded MenusExpanded menus are used for applications that include multiple copies of a page.They are also used for sets of related pages under a single heading.To use the expanded menu:Click the “folder” to expand and see the contents.Re-Click the “folder” to hide the links.
55 Attachments to Applications The link to the page where attachments are uploaded is found in the Attachments section of the Application Menu.To Upload Attachments:Enter a title for the file.Click Browse and find the file.Select the file and click Open.Click Upload Attachment.To view the attachment, click the link on the Application Menu page or on the page where the attachment is uploaded.To replace an uploaded attachment, follow the instructions above. The new attachment will be uploaded in place of the current attachment.
56 No errors have been detected in this application. Check ErrorsMEGS performs a check for technical errors and will present the information on this page.Run the error checking until the screen indicates:No errors have been detected in this application.
57 Submission of the Application To Submit an Application:Review Errors on the Application Menu.Notify Authorized Official that the application is complete.AO clicks the Submit Application button on the Application Menu.If there are any errors, an error list will be generated.Once all errors are corrected, return to the Application Menu and click Submit Application.The next page will present conditions to which you must agree upon when submitting the application.After reading and agreeing with the conditions, click the I Agree button to continue.MEGS will display a confirmation page. Print this page to keep as a record of the submission of the application. A link to allow you to access the confirmation page will be created on the Application Menu.MEGS will notify the district Level 5s and the application designated contacts by that the application has been received.
58 The Michigan Electronic Grants System MEGS UpdateThe Michigan Electronic Grants SystemMEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
59 Application Status Levels Status levels are used to track applications within MEGS and are applied at every step of the process.There are two distinct status categories: Applicant and Consultant.Applicant status levels that are “in progress” allow the user full access to the application. Submission will “lock” the application to further changes.Consultant status levels are used to show the level of review or to return the application (e.g. Modifications Required) to the user.Applicant Set Status LevelsApplication In ProgressApplication SubmittedModifications In ProgressModifications SubmittedAmendment In ProgressAmendment SubmittedReport In ProgressReport SubmittedConsultant Set Status LevelsReview In ProgressModifications RequiredProgram Office Review CompleteGrant Funds Available to The Applicant
60 Viewing and Responding to Comments To View Comments:Click the View Comments link in the header of any page in the application.A separate popup window opens and displays the application checklist with all comments from consultants.Click the Print button to print the checklist with comments.To Respond to Comments :Enter your comments in the Comments to Consultant box under the appropriate page heading in the checklist.Click the Save button to save the comments you have entered.
61 Modifications Process Modifying the Application:When the application status is Modifications Required, the Modify Application button is “lit” on the application table on the Main Menu page.Level 4’s and 5’s can click Modify Application to begin revising the application, which changes the status to Modifications in Progress.Once the status is Modifications in Progress, additional changes are made by clicking the View/Edit button.Changes made to the application are shown by clicking the Modifications link on the Application Menu.Level 5’s can submit the modified application by clicking the Submit Modifications button on the Application Menu.
62 Amendment Process Amending the Application: Once the application status is Grant Funds Available, an Amend Application button is displayed on the application table on the Main Menu page.Level 4’s and 5’s can click Amend Application to begin an amendment.Once the status is Amendment in Progress, additional changes are made by clicking the View/Edit button.Changes made to the application are shown by clicking the Modifications link on the Application Menu.Level 5’s can submit the amended application by clicking the Submit Amendment button on the Application Menu.An amendment description is required to explain the purpose of the amendment. Click the Amendment Description link on the Application Menu to enter the description.The Contact Name and Phone will auto-fill when the description is saved.
63 Viewing Original Applications and AmendmentsThe View/Edit button on the application table always accesses the current version of the application.Applications that have amendments are identified with an A1, A2, etc. on the application table.To access links to the original approved application and amendment(s):Click the View History button.Click the link for the originalfunded application or theamendment that youwish to view.
64 E-mail Recipients Grant Contact Changes Grant Contact options include Recipient. An agency may identify any number of Recipients; it is not required, and designations are pulled forward each year.TriggerApplicant RecipientsConfirmation of Receipt of Application (Application, Modification, Amendment)All Grant ContactsAll Level 5sConfirmation of Receipt of Report (including Report Modification)Report ContactModifications RequiredReport Modifications RequiredGrant Funds AvailableAdministrator (e.g. Superintendent)Consortium InvitationAll Level 5s at Consortium InviteePDF Ready for Download (including Budget Detail PDF)RequestorAllocation Approval“All Grant Contacts” means anyone identified in the Grant Contact dropdown in “Control Access to This Application” for that application: Main Contact, Secondary Contact, or Recipient. In some grants, Main Contact and Secondary Contact use different names.
65 The Michigan Electronic Grants System MEGS UpdateThe Michigan Electronic Grants SystemMEGS 101: What is MEGS?What is Needed to Use MEGS?MEGS SecurityAuthorized Officials: Getting StartedMEGS ApplicationsModifications, AmendmentsReports in MEGS
66 Grant ReportsThe View Reports button on the application table allows the user to access reports for that application.The button is used to access the Reports and Contact Information page. This page is used to initiate new reports and to view completed reports. It also displays the due date and the status of the report.To initiate and complete a report:Click the underlined name of the report on the Reports and Contact Information page.
67 Report ContactMEGS automatically assigns the Main Contact for the application as the Report Contact.To change the name of the Report Contact:Click the Change Contact button on the Reports and Contact Information screen.Enter MEIS Account number of the contact person and click the Save button.
68 Grant Report Pages To initiate and complete a report: Click the underlined name of the report on the Reports and Contact Information page.Click the link(s) under Report Pages to access the report entry page(s).Enter the required information and click the Save button on each page.Click the Report Pages button to access the link to another page or to submit the completed report.Click the Submit Report button to submit the report.
69 Section 107 Performance Objective Report On the report page: Enter the required informationClick “Report Errors” to confirm the information is correctWhen there are no errors, click Report Pages, to submit the report.
70 Report History and Delete Report History is available.Report Delete is available, if the report has not been submitted.
71 Submission of the Report Submitting the Report:Reports can be submitted by:Fiscal Agent Authorized Officials (Level 5)or Application Administrator (Level 4)Error check will runReport Status will updateReport Statuses:Report AvailableReport in ProgressReport SubmittedReport Modifications RequiredReport Modifications in ProgressReport Modifications SubmittedReport Accepted
72 Reports Due Reports Due: An overview list Click the title to access the report