Legal Agreements

Key Benefits:

Clause / Obligation / Trigger based
Store all versions of the agreement
Record preliminary discussions at Planning Stage
Manage the collection, spending and allocating of s106 Funds
Integrated with Project Monitoring
Allows easy production of the Infrastructure Funding Statement
Develop and track the progress of theLegal Agreement with the Legal Team
Disaggregate s106 monies by District, Ward, Parish or Service Area

Govern and track the obligations and financial implications of section 106 and section 278 agreements

The DEF Legal Agreements module was written as a direct response to authorities having difficulty managing their S106 agreements. The software has been specifically designed to manage pre-agreement discussions, record a completed or draft agreement and allow the authority to track each clause in respect of obligations and triggers. It is a true corporate solution for S106, supporting input from multiple business areas. Collection of monies owed can be tracked efficiently and key spending deadlines will be flagged. Any money collected for an agreement can be allocated to a particular project and reported on.

Features Include:

Built in Indexation Calculator
Fully reporting capabilities via SSRS Reporting
Alert and Reminder capability to ensure trigger dates are not missed
Fully integrated Document Management System
Ability to allocate funds to council projects

Agreement Life Cycle

The Legal Agreements module is a true one stop shop for S106 agreements and assists the authority in the full life cycle of an agreement. An agreement record can be created as early as the LPA response phase and certainly long before the agreement is drafted. Agreement records can be linked to Application Response records which in turn will copy forward the contributions requested.

The module has many features, a summary of which can be seen below:

Linked to Application Response to record contributions sought
Record the main details of the agreement including type, sub type, solicitor and agreement summary
Auto calculation of contributions to date and deposits to date on Details tab
Automatic index calculations for BCIS and RPI
Record multiple bond calculations
Dedicated management of Education, Waste and Library requirements
Residential development summary
Recording of pre-agreement correspondence and heads of terms
Provision for secondary consultation
Ability to list all parties on an agreement
Storage for agreements including any number of drafts, supplemental and variations
Detailed list of clauses with monitoring details
Ability to link obligations and associated triggers to clauses, with the ability to future-load contribution triggers.
Record all financial transactions associated with an agreement with every entry linked to a trigger, obligation and clause
Record spend by date against each contribution received
Link to a DEF’s Project Monitoring module or simply use the in-built project allocation for capital project management
Store plans and associated documents directly on an agreement record

Core Features

MasterGov is packed with common features available to all modules

Workflow

The MasterGov suite contains an integrated workflow system. This task-based system allows the Council to define workflow processes for each module and have the system automatically apply them as the case progresses.

Notifications

MasterGov is supplied with Alert and Reminder capability, allowing custom alerts / reminders to be sent to specific officers to alert them of a forthcoming deadline.

Full GIS Solutions

MasterGov is supplied with QGIS GIS Solution, providing you with all the tools required for spatial data capture, analysis and constraint checking.

Access Control

DEF recommend using an Active Directory group which is added to the SQL Server database to provide system access. In doing so the DBA does not have to add individual users to the database server. Instead individual users will be added to the AD group.

Document Management

MasterGov has its own Document Management System for storing letters, documents, certificates, emails and photographs relating to records stored in the database.

Reporting

MasterGov takes advantage of Microsoft's SSRS Reporting functionality to allow limitless Reports and Dashboards to be created across all modules within the MasterGov suite. Management dashboards and automated report delivery included as standard.