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Stage 1 - Activate MMR Contract

Security Role: IPP Agency Manager

Activate mandatory minimum requirements (MMR) contract is the first stage in the process flow for all contracts using the contract management process. The purpose of this stage is to record the Agency Contract Manager(s) (ACM) that manage the reporting process for the contract. The ACM is responsible for establishing contacts within the organisation awarded the contract, reviewing and acknowledging Quarterly Performance Reports (QPR) and overseeing the final assessment of the contract.

The following contracts types must have their MMR contract record activated:

  • Standard MMR
  • Non-Standard MMR
  • Voluntary Reporting

Up to three ACMs can be assigned to a contract and any of them can update a contract in the IPPRS. ACM's are emailed whenever an action on the contract is required.

A reminder email is sent to the Agency IPP Manager (AIM) after 2 weeks, if the MMR record has not been activated. If no action is taken within a further 2 weeks, another email is sent to the Portfolio IPP Manager (PIM) and cc'd to the IPP Business Data Administrator (IBDA).

If a contract has been exempt from having an MMR obligation, the AIM can exempt the contract at this stage.

Assign Agency Contract Manager

It is mandatory for at least one ACM to be assigned to a MMR Contract, however up to 3 ACM(s) may be assigned. To assign an ACM to a MMR Record, open the required contract form:

  1.  Select a value: click.

a.   Agency Contract Mgr: select a name from the pre-populated list if available, OR proceed to Look Up More Records to search for ACM.

Title: Note icon - Description: Green note icon to explain further information to the user Only ACM(s) associated with the agency are displayed.

b.   Look Up More Records: click.

Title: Result icon - Description: Result icon to show the user the result of a step performed Look Up Record window displays.

  1. Search: enter name, if contact already exists within the IPPRS.
  2.  Start Search: click to search for text value matching the name entered.
  3. Select: Highlight the required contact or click in the checkbox column to the left of the correct Name to select the record.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Add up to three ACM's if required.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them If the ACM does not exist, refer to create Agency Contract Manager.

  1. Add: click to add the ACM(s) to the MMR Record.

Title: Result icon - Description: Result icon to show the user the result of a step performed Look Up Record window closes and ACM is assigned.

  1. Next Stage: click the next stage when all mandatory * details are complete.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Each ACM receives an email to inform them that they have been nominated to manage the reporting process for the contract.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Repeat the above process to add a further 1 or 2 contacts, if required.

Title: Result icon - Description: Result icon to show the user the result of a step performed The active flag progresses to Stage 2 - Contact Details

Create New Agency Contract Manager

New ACM's need to be created if this is the first contract that they have managed in the IPPRS. To create an ACM and assign them to a contract:

  1.  Select a value: click from the ACM field.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Only ACM(s) associated with the agency are displayed.

  1. + New: click.

Title: Result icon - Description: Result icon to show the user the result of a step performed Agency Contact window displays.

  1. Agency Contact Details: enter First Name, Last Name, Email Address and Phone Number for the ACM.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Only the IPP Business Data Administrator (IBDA) can update the OK to create 0365 User field. Agency User is populated by the IBDA once the IPPRS licence has been acquired.

  1. Security Roles: select the Contract Manager role to assign to the new ACM.
 Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Security roles can only be selected for the same level (or below) as the currently logged in user i.e. AIM cannot assign Portfolio IPP Manager (PIM) if the currently logged in user is an AIM.

Title: Tip icon - Description: Orange tip icon to provide the user with tips and hints to assist them Agency and Portfolio fields are system generated, no entry required. For further information on security roles please refer to Administration.

  1. Save: click to save and close the Agency Contact record.

Title: Result icon - Description: Result icon to show the user the result of a step performed The new ACM is added to the agency contacts module and assigned to the contract.

A new ACM logon is created and the ACM receives a welcome email to inform them when their logon is available.

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