Green Climate Fund Online Accreditation System: User’s Guide Page b Table of Contents I. Introduction 1 II. Contacting the Fund’s administrator 1 III. Setting your account 1 IV. Accessing and signing into your account 1 V. Resetting your password 2 5.1 Page navigation 2 5.2 Changing your password 2 VI. VII. VIII. IX. X. XI. Terms and conditions 3 6.1 3 Terms and conditions References 3 7.1 3 Footnotes Beginning your draft 4 8.1 Page navigation 4 8.2 Instructions page 5 8.3 Uploading an attachment file 6 8.4 Saving your draft 10 Submitting your application 10 9.2 Submitting your application via My Page 10 9.3 Editing your application draft 10 9.4 Submitting your application 11 9.5 Post-submission 12 Printing your application 12 10.1 Page navigation 12 10.2 Preview 13 10.3 Printing out your application 13 Signing out of your account after completing your task 15 Page 1 I. Introduction The Online Accreditation System (“OAS”) is a secure internet accessible application which allows an applicant entity (“Entity”) to submit an application for accreditation to the Green Climate Fund (“Fund”). The applications are received by the Fund via the OAS. A computer utilized for applying through the OAS is required to support one of the major browser software products, including Google Chrome, Microsoft Internet Explorer, Apple Safari, and Mozilla Firefox. It is recommended to use the latest version of one of these browser software products to ensure best ergonomics, security and compatibility. The application form is optimized for screen resolutions of 1280*800 pixels or higher. 1. Applicants are provided the option of saving multiple drafts from which they can choose from to submit a final version. Applicants can reopen and revise these drafts at any given time due to the OAS having its storage in a protected Cloud space enabling access from any location or computer. 2. Once a draft is finalized and submitted, it will enter a read-only mode enabling you to view it but not revise it. 3. II. Contacting the Fund’s administrator In order to gain access to the OAS, please send an email to [email protected] with an official letter signed by a duly authorized official of the entity with the names and email addresses of persons to whom the Fund is permitted to release OAS account information (including a username and initial password). This letter should be accompanied by documentation acceptable to the Fund evidencing the authority of the signatory. 4. III. Setting your account The Fund generates and issues OAS accounts to Entities, including a username and initial password. The Entity will be responsible for maintaining the confidentiality of its account password and username, all activities that occur thereunder, as well as notifying the Fund of any unauthorized use or other breach of security. 5. IV. Accessing and signing into your account Entities can access the OAS at https://accreditation.gcfund.org/ and log in using the username and the initial password provided by the Fund. 6. Page 2 Figure 1: OAS Sign In V. Resetting your password 5.1 Page navigation 7. Click the Password Change button in the menu bar on the upper part of the screen. Figure 2 - Menu bar for changing your password (“Password Change”), your page (“My Page”), and administrator access (“Administrator”) on the upper side of the main page 5.2 Changing your password Enter the initial password in the input field for “Old Password” and your new password in the input field for “New Password”. After inputting the required information, click the Change Password button to finalize the password change. 8. Page 3 Figure 3: Password Change VI. Terms and conditions 6.1 Terms and conditions By using the OAS, the Entity agrees to the Terms and Conditions accessible at http://www.gcfund.org/fileadmin/00_customer/documents/Accreditation/GCF_Online_Accred itation_System_Terms_and_Conditions_v1.pdf. 9. Figure 4: Terms and Conditions page Page 4 VII. References 7.1 Footnotes Additional information and references are provided in the footnotes accessible via hyperlinks. 10. Figure 5: Footnotes page VIII. Beginning your draft 8.1 Page navigation Click the Online Accreditation System button to enter the application form. By using the OAS, the Entity agrees to the Terms and Conditions accessible at http://www.gcfund.org/fileadmin/00_customer/documents/Accreditation/GCF_Online_Accred itation_System_Terms_and_Conditions_v1.pdf. 11. Figure 6: Entrance into the OAS Page 5 8.2 Instructions page 12. Entities must review the instructions provided. Figure 7: Instructions page The Entity must first select either the Direct Access Track or International Track before completing the subsequent questions on the Instructions page. If the Entity selects the Direct Access Track, it shall additionally select the related questions. 13. Figure 8: Entity’s options to select the Direct Access Track or International Access Track The Fund has two application processes: Accreditation Process and Fast-track Accreditation Process. All entities may apply via the Accreditation Process. Entities deemed 14. Page 6 eligible by the Fund’s Board to apply under the Fast-track Accreditation Process may select this option if it chooses to, and will further be required to select the other funds that the Entity is accredited by. Figure 9: Entity’s options to select the Accreditation Process or Fast-Track Accreditation Process The Entity must make the selections indicated above before it can click Next to start filling in their application. Once the Entity clicks Next, it will not be permitted to return to the Instructions page unless it begins a new application form. 15. 8.3 Uploading an attachment file 16. Click Navigate to file attachment to prepare for the attachment. Figure 10: Navigation to the file attachment function (screen) Page 7 17. Click Click here to attach a file to attach files. Figure 11: Navigation to file attachment screen 18. Click new document and then UPLOAD EXISTING FILE. Figure 12: Attaching a new file 19. Click Browse… to select the file required for the application. Figure 13: Adding the new file attachment Page 8 If you can see the text drag files here on the right side of new document, you have the capacity to add multiple files simultaneously. To use this function to add multiple files, drag and drop the necessary files and they will be uploaded automatically. 20. Figure 14: Saving the file attachment To delete files, select the one to be deleted and click Delete Document from the FILES ribbon. Note, folders are never to be deleted. 21. Figure 15: Deleting a file attachment 22. Click the refresh icon and select a file from the update list in the drop down. Page 9 Figure 16: Selecting a file The selected file attachment will be presented as below. Users can view its content by clicking the filename. 23. Figure 17: Checking the attachment Hovering the cursor above the filename shows a drop down icon to the left of the field box. Clicking this icon shows the Delete [Ctrl + Delete] button which can be used to delete an attached file. 24. Figure 18: Deleting a file attachment Page 10 8.4 Saving your draft 25. Click the Save button to save your draft. Figure 19: Saving the application draft IX. Submitting your application There are two options for submitting your application. One option is to submit a saved application via My Page, where you can select from the list of drafts that you have saved. The other option is to submit the application you are filling out by clicking the Submit button on the last page of the application. 26. 9.2 Submitting your application via My Page 27. Click the My Page button in the menu bar on the upper part of the main page. Figure 20: My Page button from the menu bar on the main page 28. Click on the Name of the saved application that you would like to submit. Figure 21: List of saved application drafts Page 11 9.3 Editing your application draft 29. Be sure to make entries for all required items, utilizing the footnotes along the way. Figure 22: Tab 7 (Section Ⅶ) 9.4 Submitting your application Click Submit after ensuring you have specified which item entries are confidential information and checking the certification statement box. 30. Figure 23: Confidential Information and Certification checkbox Page 12 9.5 Post-submission Once the submission is completed, the Entity will be prompted to either return to the main page or close the window. By closing the window, the Entity will automatically be logged out of the account and OAS. 31. Figure 24: Completing the submission of an application for accreditation via the OAS X. Printing your application 10.1 Page navigation 32. Click the My Page button in the menu bar on the upper part of the main page. Figure 25: My Page button from the menu bar on the main page 33. Click on the Name of the draft that you would like to print. Page 13 Figure 26: List of saved application drafts 10.2 Preview To print the tab being viewed, click Print Preview from the File menu of your browser. To print the complete application form, applicants are required to go to each of the tabs and pages and repeat the process. 34. Figure 27: Print preview 10.3 Printing out your application 35. Click the print icon for a basic setting or edit settings and print. Page 14 Figure 28: Printing the application form Page 15 XI. Signing out of your account after completing your task Applicants are strongly advised to sign out of the system whenever they complete saving a draft, submitting, or planning on leaving their screen unattended. To log out, click the Sign Out option from the drop down menu on the upper right side of the main page. 36. Figure 29: Signing out from the main page ________________
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