Installment Request Checklist IFD Approved

7/23/2019 Installment Request Checklist IFD Approved

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Sl. No. Particulars

Means of

Verification/Source of

Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E

1

1.1 Sanction Order Reference No. Yes/No

1.2 Name of Implementation Agency Yes/No

1.3 Project sanction date Yes/No

1.4 Project Durat ion Yes/No

1.5 Project Start Date Yes/No

1.6Project Start Date/ Project

Commencement DateYes/No

1.7 Project End Date Yes/No

1.8State in which project is to be

implementedYes/No

1.9.iCentral Share Yes/No

1.9.ii State Share Yes/No

1.9.iii PIA Contribution

For contribution in kind,

attach CA certificate. For

Cash, audited account

statement

Yes/No

1.9.iv Total Cost of the Project From Sanction Order Yes/No

1.9.v Revision if any to cost of project From Revision order Yes/No/NA

1.10 In case of Revised Project Cost

1.10.i Central Share (Revised)

1.10.ii State Share (Revised) Yes/No/NA

1.10.iii PIA Contribution (Revised)

For contribution in kind,

attach CA certificate. For

Cash, audited account

statement

Yes/No/NA

1.10.iv Total Revised Cost of the Project From Revision order Yes/No/NA

________________________________________________

________________________________________________

________________________________________________

From Revision order

________________________________________________

Yes/No/NA

FORMAT FOR REQUEST FOR FUND RELEASE OF 2ND /3RD /4TH INSTALLMENT OF CENTRAL SHARE OF PROJECTS SANCTIONED UNDER DDU-GKY / ROSHNI

________________________________________________

__ __ / __ __ / __ __ __ __

________________________________________________

From Sanction Order________________________________________________

________________________________________________

________________________________________________

Project Information / Details

________________ years

__ __ / __ __ / __ __ __ __

__ __ / __ __ / __ __ __ __

From Sanction Order

Project Commencement

Certificate from TSA

All information below has been provided on and is upto date until __________________ (DD/MM/YYYY)

Details / Observations

B

__ __ / __ __ / __ __ __ __

From Sanction Order

FORMAT FOR REQUEST FOR FUND RELEASE OF 2ND /3RD /4TH INSTALLMENT OF CENTRAL SHARE OF PROJECTS SANCTIONED UNDER DDU-GKY / ROSHNI (Version 1.0) dated 21st, December, 2015


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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

1.12 Unit Cost per beneficiary

Calculate on basis on

number of candidates to

be trained (1.10) and

total cost of project (1.9)

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

1.14 Provide a list of assets created, if any Attach CA certification Yes/No

1.15Were the above assets approved in the

project proposal?Yes/No/NA

1.16Whether outsourcing has been proposed

and approved?Sanction Order Yes/No

________________________________________________

Trade Duration of Training (in months)

1.11

Quote the original as

well as the revised

numbers as per MoU

and project target. Incase of revisions, attach

duly signed copies of

approval

Yes/No

1.13

Total number of beneficiaries

Trades approved for training in thesanction.

To be trained To be placed

Yes/No

Yes/No

Agenda & Minutes of

PAC

Add additional rows ifmore than 10 trades

were approved.



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

Yes/No/NA

Yes/No/NA

Yes/No/NA

Yes/No/NA

Yes/No/NA

2

2.1 Has the project period expired? Sanction Order Yes/No

2.2If project is ongoing, has the project been

duly approved for extension?Attach Approval letter Yes/No

2.3

Is there a requirement for project

extension?

If No, Skip to next

section Yes/No/NA

2.4 Required Extension Period

Enclose detailed action

plan on how this is to be

achieved

Yes/No/NA

2.5 Provide Reason for requiring extension TSA recommendation Yes/No/NA

2.6Has a detailed action plan been prepared

to explain how this will be achieved?


planYes/No/NA

2.7Has a detailed action plan been certified

by TSA?


planYes/No/NA

3

3.1 Whether signed MoU has beenattached?

Yes/No

3.2

Has the project been implemented as

per conditions of PAC /EC /Sanction

Order (as applicable)?

Stamped

affadavit/certificate

required by CEO of PIA,

or designated authority

approved by Board of

Directors

Yes/No

______ in months

Yes/No/NA

Yes/No/NA

Yes/No

Terms & Conditions

Yes/No

Yes/No

Outsourced Activity Agency Cost of Outsourcing (Per annum)

Yes/No

Yes/No

Project Extension

1.17List the areas where outsourcing hasbeen done, and to which agency and

cost of outsourcing (per annum)

Sanction Order andcontracts with

outsourcing agencies



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Claim verified and

certified to be

accurate by CTSA

A C D E


B

3.3

Whether the PIA has complied with the

provisions of standard Terms &

Conditions

Conditions listed in

Sanction.

Provide Stamped


Yes/No

3.4Whether the PIA has complied with

special Terms & Conditions

Conditions listed in

Sanction.

Provide Stamped


Yes/No

4

3 months 6 months 12 months Total

Yes/No

Yes/No

Total training target required for release

of installment in case of:

2nd installment (10% of total target) Yes/No

3rd installment (67.5% of total target) Yes/No

4th installment (100% of total target) Yes/No

9 months1) Total should match

with numbers provided

in project details in

Section 1.

2) Information should be

sourced from the MoU.Non-residential

Residential

Type of course

Physical progress in project

Yes/No

Total training target for the project

(in no. of candidates)4.1

4.2

Yes/No



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

Total training target categories

Scheduled Caste/ Scheduled Tribe Yes/No

Minorities Yes/No

Women Yes/No

Other Yes/No

Total Yes/No

4.4Has the required training target been

been achieved in terms of:Yes/No

4.4.i Targets l isted in 4.2

4.4.ii Targets listed in 4.3 Yes/No

4.6 Total number of BPL candidates trained

4.7Whether the PIA has given training in the

approved trades?Yes/No

4.8Has the required placement target been

achieved?Yes/No

4.9Has placement met minimum wage

requirements as per guidelines?

Provide minimum wage

act of concerned state(s)

relevant for each trade

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/NoTotal To Be Trained Total Trained

Yes/NoTotal To Be Trained Total Trained

Total Trained Percentage Achieved

Total Trained Percentage Achieved

3 months course

Attach MIS generated

candidate list, plus field

inspection report by TSA

Total To Be Trained

12 months course

Yes/No

Percentage Achieved

9 months course

Yes/No

Percentage Achieved

4.5

For 4th Installment release,

list achievement in each course duration

(in no. of candidates)

Yes/No

6 months course

Yes/No

Yes/No

Yes/No

4.3

Yes/No

Yes/No

-

Total To Be Trained

Total no. of candidates to be

trained for being eligible for

2nd

/3rd

/4th

Installment

Total no. of candidates trained

by PIA

Whether the shortfall is within 5% of the

target for the sub-category?



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

Total placement target required for

release of installment in case of:

2nd installment (75% of target) Yes/No

3rd installment (75% of target) Yes/No

4th installment (75% of target) Yes/No

4.11Number of placed candidates continuing

work, as per PIA?Yes/No

4.12 Physical status of training centresField inspection report

by TSA.Yes/No

4.13 Whether the MIS has been updatedRelevant screenshots to

be attached.Yes/No

5

5.1Has the CTSA monitoring report withregard to training and placement under

previous instalment been attached?

Yes/No

5.2

Whether any complaints have been

raised regarding implementation of

project?

Documentary proof of

complaintYes/No

Yes/No/NA

Yes/No/NA

Yes/No/NA

Yes/No/NA

Yes/No/NA

Yes/No/NA

Yes/No/NA

4.10

Placement target should

be at least 75% of

training target

Yes/No

Details of Complaint Compliance by PIA

Performance Monitoring

Yes/No

TSA observation and

compliance report and

documentary proof ofcomplaints. Add rows if

required

5.3 Provide details of complaints

Proposed Action by CTSA

in case of non-compliance

_____________________________________

Yes/No



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

6

6.1 Total interest earned by PIAAudited account

statement

Yes/No

6.2 Total interest earned by TSA To be filled by TSA Yes/No

Original

Value

Acquisition

Date

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

Yes/No

7

Item 4th instalment Total

7.1.i Central Share released to PIA (in Rs.) Yes/No

7.1.ii State Share released to PIA (in Rs.) Yes/No

7.1.iii PIA Contribution (in Rs.)Audited account

statementYes/No

7.1.iv Total funds available to PIA (in Rs.) [7.1. (i+ii+iii)] Yes/No

7.2 Interest earned by PIA

Interest earned by PIA

may be adjusted at the

time of release of

instalment as indicated

in Guidelines.

Yes/No

List financial value of permanent assets

created under project

AssetDepreciation for

this periodResidual Adjusted Value

Depreciation amount

should be calculated as

per depreciation for item

listed in General

Finance Rules/IT Act.

Add rows if required for

additional assets. CA

certification to be

attached.

1st installment 2nd Instalment 3rd instalment

________________________________________________

________________________________________________

6.3

Financial Progress in project

________________________________________________

Information specific to final installment & project closure

Sanction Order



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Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

7.3 Total expenditure by PIA (in Rs)

Sanction references, UC

duly signed by CA,

authorized

representative of PIAand countersigned by

TSA

Yes/No

7.4 Balance Funds available with PIAShould equal

7.1.(iv)+7.2-7.3Yes/No

7.5

Has To/Fro allowance been duly paid to

students and is this reflected in UC/Audit

Report?

UC/Audit Report Yes/No

7.6 Regarding Post Placement Support:

7.6.i

What is the total amount that has been

paid to students as Post Placement

Support?

Yes/No

7.6.iiIs this amount reflected in UC/Audit

Report?Yes/No

7.6.iiiHow many students have been provided

paid post placement support?Yes/No

7.7

For residential students, has lodging and

boarding been duly paid and is this

reflected in UC/Audit Report?

Attach UC/AR Yes/No

7.8Whether the UC has been countersigned

by TSA?Attach UC Yes/No

7.9

Whether the PIA has been sanctioned

any other SGSY/Aajeevika Skills project

in the past?

Sanction Orders of other

projectsYes/No

________________________________________________

Yes /No

___________________________________________________

Yes /No

________________________________________________

Yes /No

UC/Audit Report

________________________________________________

Yes /No

Yes /No



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

7.10If so, have all UCs have been submitted

as prescribed in GFR?Yes/No

7.11

Whether the Financial/Physical progress

of previously sanctioned projects has

been attached?

For physical progress,attach relevant

screenshots from

website. For financial

progress, attach

submitted UCs

Yes/No

7.12

Whether the PIA is eligible for fund

release in terms of financial

achievement?

As per Aajeevika Skills

GuidelinesYes/No

8

Was due approval

granted by Project

Director?

Yes/No Yes/No

Yes/No Yes/No

Yes/No Yes/No

Yes/No Yes/No

Yes/No Yes/No

9

9.1Amount for which PIA is eligible as per

sanction orderSanction Order Yes/No

Yes /No

________________________________________________

Yes /No

Yes /No

Proposal for Approval/ Release

Deviations

Details of Deviation from SOP/Guidelines Reason

Attach Approval letter



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

9.2Amount to be deducted for interest

earned

Financial Progress

SectionYes/No

Yes/No

Yes/No

9.5Total Amount to be deducted on account

of candidates not trained:Yes/No

9.5.i As per category wise targets

Amount to be deducted on account of

unpaid PPS:9.3

Yes/No

Yes/No9.5.i.a SC

Shortfall in TargetAmount to be deducted for

each Candidate not trainedTotal Deduction

9.5.i.b ST



Based on TSA

verification reports, and

shortfalls reported in

physical/financial

progress sections

Number of Candidates not paidAmount to be deducted for

each non-paymentTotal Deduction

________________________________________________

9.4


non-payment of Boarding/Lodging for

candidates trained in:

Number of Candidates not paidAmount to be deducted for

each non-paymentTotal Deduction

________________________________________________



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Sl. No. Particulars

Means of


Information

Page

Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

9.7 Any other amount to be adjusted Yes/No

9.5.i.d Minority

9.6


candidates not placed as per target (only

applicable in case of project closure/ final

installment)

9.5.i.c Women



As per total target


each Candidate not trained

Yes/No

Yes/No

Yes/No




each Candidate not placedTotal Deduction

Yes/No

9.5.ii

Total Deduction

________________________________________________



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Sl. No. Particulars

Means of


Information

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Reference

Claim verified and

certified to be

accurate by CTSA

A C D E


B

9.7.iProvide reason(s) for adjusting above

stated amountYes/No

9.7.iiProvide calculation(s) used as basis for

above stated amountYes/No

9.8Amount for which PIA is eligible after

adjusting applicable deductionsYes/No________________________________________________

I, _______________________ (authorized personnel from PIA) hereby certify information provided in this application is accurate and correct as of date _ _ / _ _ / _ _ _ _

I, _______________________ (authorized personnel from concerned TSA) recommend for approval of fund release for the above project amounting to___________________________________, in respect of installment no. ________

Reccomendation of Project Director with respect to Project & Fund Releases

I, _________________________ (authorized personnel from PD) confirm that all the above information has been verified and found to be correct. A total amount of__________________________________ is proposed for release

Others

PIA Request for Approval

Approva s requeste or

a) Installment No. ______________ for total amount of _____________________________

b) Extension, if any for a total period of ___________________ up to _ _ / _ _ / _ _ _ _

c) Relaxations of norms, if any, in respect of the following:

__________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________________________________________________________

Reccomendation of TSA with respect to Project & Fund Releases

SC

ST

Reccomendation of PD with respect to deviations

Certification of availability of funds

Category Head of Account Budget Availability


Installment Request Checklist IFD Approved

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