Difference between revisions of "EGI-InSPIRE:Financial reports"
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The '''Project Periodic Financial Reports''' are submitted after each reporting period along with the Periodic activity report. | |||
The Project Office is in charge of collecting and consolidating the data from the Lead Beneficiary, who is in turn responsible for gathering the data within their JRUs. | |||
''' The fourth year report covers the period from 1st May 2013 to 30 April 2014.''' | |||
==Important changes== | |||
The '''Simplification of reporting in 'Use of resources' in FP7/CIP projects''' means that if "Other direct costs" are equal to or less than 15% of claimed personnel costs in the Form C then <span style="color: red">no details for costs need to be reported.</span> | |||
Otherwise cost items need to be reported in the Use of Resources by the beneficiary and they need to be justified as follows: | |||
*By simple reference to the DoW, if the cost items have already been foreseen in the DoW | |||
*By giving the following supporting information if the costs have not been foreseen in the DoW: reference to work package(s), item description, amount per item, nature of item, project relevance. | |||
Please note: It does NOT waive the beneficiaries' contractual obligation to maintain adequate accounting records permitting direct reconciliation of the costs and receipts declared. These should be made directly available to the Commission upon request. | |||
==Contacts== | |||
Your contacts at the Project Office: | |||
* Céline Bitoune | |||
** Email: [mailto:celine.bitoune@egi.eu celine.bitoune@egi.eu] | |||
** Skype: celine.bitoune.egi | |||
* Sjomara Specht | |||
** email: [mailto:sjomara.specht@egi.eu sjomara.specht@egi.eu] | |||
** Skype: sjomara.specht.egi | |||
===Other details=== | |||
* Address: Stichting European Grid Initiative (EGI), 140 Science Park, 1098 XG Amsterdam, The Netherlands | |||
* Telephone: +31 (0)20 893 2007 | |||
==Project Periodic Financial Reports== | ==Project Periodic Financial Reports== | ||
===Financial Report YEAR 5=== | |||
FINANCIAL REPORTING: 1/05/2014 - 31/12/2014 | |||
* '''Preparation''' to provide the justification of resource to the Project Office: Deadline Friday 23/01/2015 | |||
* '''Checking''' data by the Project Office: 26 Jan - 6 Feb 2015 | |||
* '''Recording''' data into NEF by the Project Office: 26 Jan - 6 Feb 2015 | |||
* '''Review''': Friday 13 Feb 2015 | |||
====Documents to Fill in==== | |||
* FILE: [https://documents.egi.eu/document/2379 template YEAR5 Justification-of-resource] | |||
====Financial Guidelines==== | |||
* [https://wiki.egi.eu/w/images/3/3d/Financial_guidelines_under_the_FP7_2010.pdf Condensed Guidelines to Financial Issues] Related to FP7 Indirect Actions prepared for EGI-InSPIRE | |||
* [http://ec.europa.eu/research/index.cfm?pg=faq&lg=en Frequently Asked Questions] | |||
* [https://documents.egi.eu/document/1143 financialguide_en-18-03-2013.pdf] | |||
=====FORM C SIGNATURE PROCESS===== | |||
#[https://documents.egi.eu/document/2476 DOWNLOAD YOUR FORM C] | |||
#*YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT | |||
#*FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary. | |||
#*It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature. | |||
#*NO NEED TO SIGN THE FORM C IF 0 COST! | |||
#Get it STAMPED and SIGNED in THREE original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly; | |||
#*IN ADDITION''' for Partners '''INFN, EGI.eu.''' '''THREE original copies of the CFS'''. Pay attention that it is the final version issued/validated; | |||
#POST FORM Cs + CFS signed original copies by '''Friday 15 May 2015''' attention of Céline Bitoune and/or Sjomara Specht to the EGI.eu offices (see [[#Contacts]] above) | |||
===Financial Report YEAR 4=== | |||
FINANCIAL REPORTING: 1/05/2013 - 30/04/2014 | |||
* '''Preparation''' to provide the justification of resource to the Project Office: Deadline Friday 02/06/2014 | |||
* '''Checking''' data by the Project Office: 19 May - 15 June 2014 | |||
* '''Recording''' data into NEF by the Project Office: 16-20 June 2014 | |||
* '''Review''': Wed-Thurs 2-3 July 2014 | |||
====Documents to Fill in==== | |||
* FILE: [https://documents.egi.eu/document/2201 PartnerXX-EGI-InSPIRE-Year4-Justification-of-Resource] | |||
=====AUDIT CERTIFICATES===== | |||
* Audit certificate - [https://documents.egi.eu/document/1143 Word template for Annex D] | |||
* FP7 Guidelines for [https://documents.egi.eu/secure/RetrieveFile?docid=197&version=1&filename=guidelines-audit-certification_en.pdf CERTIFICATES ISSUED BY EXTERNAL AUDITORS] (only Part II is relevant) | |||
=====LIST of partners required and to which period it applies===== | |||
* PY1-PY4: CESNET, CSC, CYFRONET, UI SAV (slovakia), TUBITAK | |||
* PY2-PY4: CSIC | |||
* PY3-PY4: CNRS, SARA BV, KIT, STFC | |||
* PY4: EGI.eu, CERN | |||
====Financial Guidelines==== | |||
* [https://wiki.egi.eu/w/images/3/3d/Financial_guidelines_under_the_FP7_2010.pdf Condensed Guidelines to Financial Issues] Related to FP7 Indirect Actions prepared for EGI-InSPIRE | |||
* [http://ec.europa.eu/research/index.cfm?pg=faq&lg=en Frequently Asked Questions] | |||
* [https://documents.egi.eu/document/1143 financialguide_en-18-03-2013.pdf] | |||
=====FORM C SIGNATURE PROCESS===== | |||
#[https://documents.egi.eu/document/2313 DOWNLOAD YOUR FORM C] | |||
#*YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT | |||
#*FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary. | |||
#*It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature. | |||
#*NO NEED TO SIGN THE FORM C IF 0 COST! | |||
#Get it STAMPED and SIGNED in THREE original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly; | |||
#*IN ADDITION''' for Partners '''CESNET, CSC, UI SAV, TUBITAK, CSIC, STFC, EGI.eu.''' '''THREE original copies of the CFS'''. Pay attention that it is the final version issued/validated; | |||
#POST FORM Cs + CFS signed original copies by Monday 27 October 2014 attention of Céline Bitoune and/or Sjomara Specht to the EGI.eu offices (see [[#Contacts]] above) | |||
===Financial Report YEAR 3=== | |||
'''FINANCIAL REPORTING: 1/05/2012 - 30/04/2013''' | |||
* '''Preparation''' to provide the justification of resource to the Project Office: Deadline Friday 31/05/2013 | |||
* '''Checking''' data by the Project Office: 20 May - 14 June 2013 | |||
* '''Recording''' data into NEF by the Project Office: 17-21 June 2013 | |||
* '''Review''': Wed-Thurs 25-26 June 2013 | |||
====Documents to Fill in==== | |||
* FILE: [https://documents.egi.eu/document/1759 PartnerXX-EGI-InSPIRE-Year3-Justification-of-Resource] | |||
* Audit certificate - [https://documents.egi.eu/document/1143 Word template for Annex D] | |||
** FORWARD TO YOUR AUDITOR''' this document - FP7 Guidelines for [https://documents.egi.eu/secure/RetrieveFile?docid=197&version=1&filename=guidelines-audit-certification_en.pdf CERTIFICATES ISSUED BY EXTERNAL AUDITORS] (only Part II is relevant) | |||
====Financial Guidelines==== | |||
* [https://wiki.egi.eu/w/images/3/3d/Financial_guidelines_under_the_FP7_2010.pdf Condensed Guidelines to Financial Issues] Related to FP7 Indirect Actions prepared for EGI-InSPIRE<br> | |||
* [http://ec.europa.eu/research/index.cfm?pg=faq&lg=en Frequently Asked Questions]<br> | |||
* See also [ftp://ftp.cordis.europa.eu/pub/fp7/docs/project_reporting_en.pdf Guidance Notes on Project Reporting]<br> | |||
* [ftp://ftp.cordis.europa.eu/pub/fp7/docs/financialguide_en.pdf EC Financial Guideline dated 16 Jan 2012]<br> | |||
* FP7 Grant Agreement - [ftp://ftp.cordis.europa.eu/pub/fp7/docs/fp7-ga-annex2_en.pdf Annex II General Conditions V5 18 December 2009]<br> | |||
* FP7 Guidelines for [https://documents.egi.eu/secure/RetrieveFile?docid=197&version=1&filename=guidelines-audit-certification_en.pdf CERTIFICATES ISSUED BY EXTERNAL AUDITORS] (only Part II is relevant) | |||
=====FORM C SIGNATURE PROCESS===== | |||
#[https://documents.egi.eu/document/1951 DOWNLOAD YOUR FORM C] | |||
#*YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT | |||
#*FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary. | |||
#*It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature. | |||
#*NO NEED TO SIGN THE FORM C IF 0 COST! | |||
#Get it STAMPED and SIGNED in THREE original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly; | |||
#*IN ADDITION''' for Partners '''BE16-GRNET, BE21-INFN, BE35-CERN.''' '''THREE original copies of the CFS'''. Pay attention that it is the final version issued/validated; | |||
#POST FORM Cs + CFS signed original copies by Monday 30 September 2013 attention of Céline Bitoune and/or Sjomara Specht to the EGI.eu offices (see [[#Contacts]] above) | |||
===Financial Report YEAR 2=== | |||
'''FINANCIAL REPORTING: 1/05/2011 - 30/04/2012'''<br> | |||
* '''Preparation''' to provide the justification of resource to the Project Office: Deadline Friday 25/05/2012 | |||
* '''Recording''' data into NEF by the Project Office: 11-15 June 2012 | |||
* '''Checking''' data by partners: 18-22 June 2012 | |||
* '''Submission''' to the Commission (NEF): Friday 22/06/2012 | |||
* '''Review''': Wed-Thurs 27-28 June 2012 | |||
====Documents to Fill in==== | |||
* FILE: [https://documents.egi.eu/document/1113 PartnerXX-EGI-InSPIRE-Year2-Justification-of-Resource] | |||
* Audit certificate - [https://documents.egi.eu/document/1143 Word template for Annex D] | |||
** FORWARD TO YOUR AUDITOR this document: FP7 Guidelines for [https://documents.egi.eu/secure/RetrieveFile?docid=197&version=1&filename=guidelines-audit-certification_en.pdf CERTIFICATES ISSUED BY EXTERNAL AUDITORS] (only Part II is relevant) | |||
====Financial Guidelines==== | |||
* [https://wiki.egi.eu/w/images/3/3d/Financial_guidelines_under_the_FP7_2010.pdf Condensed Guidelines to Financial Issues] Related to FP7 Indirect Actions prepared for EGI-InSPIRE | |||
* [http://ec.europa.eu/research/index.cfm?pg=faq&lg=en Frequently Asked Questions]<br> | |||
* See also [ftp://ftp.cordis.europa.eu/pub/fp7/docs/project_reporting_en.pdf Guidance Notes on Project Reporting] | |||
* [ftp://ftp.cordis.europa.eu/pub/fp7/docs/financialguide_en.pdf EC Financial Guideline dated 16 Jan 2012] | |||
* FP7 Grant Agreement - [ftp://ftp.cordis.europa.eu/pub/fp7/docs/fp7-ga-annex2_en.pdf Annex II General Conditions V5 18 December 2009] | |||
* FP7 Guidelines for [https://documents.egi.eu/secure/RetrieveFile?docid=197&version=1&filename=guidelines-audit-certification_en.pdf CERTIFICATES ISSUED BY EXTERNAL AUDITORS] (only Part II is relevant) | |||
===Financial Report YEAR 1=== | |||
====FORM C Signature process==== | |||
# Download your Form C | |||
#* The FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary. | |||
#* It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature. | |||
#* TO [https://documents.egi.eu/document/840 DOWNLOAD YOUR FORM C] YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT''' | |||
#* NO NEED TO SIGN THE FORM C IF COSTS ARE AT ZERO! | |||
# Get it STAMPED and SIGNED in three original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly;> | |||
# Request to your auditor 3 original copies of the CFS whenever it was applicable for your institute. | |||
#* Be careful that it is the final version that has been validated; | |||
#* Send these documents to the Project Office by Friday 28 Oct 2011''' | |||
==Timelines== | ====Timelines==== | ||
All beneficiaries are required to complete the following actions '''for himself and their JRUs''' | All beneficiaries are required to complete the following actions '''for himself and their JRUs''': | ||
MAY 1st - 15th: | * MAY 1st - 15th: | ||
* Complete the Justification-of-Resource (FILE: PartnerXX-EGI-InSPIRE-Year1-Justification-of-Resource) | ** Complete the Justification-of-Resource (FILE: PartnerXX-EGI-InSPIRE-Year1-Justification-of-Resource) | ||
* Prepare the Certificate of Financial Statement (CFS) if required | ** Prepare the Certificate of Financial Statement (CFS) if required | ||
*** The above must be checked by the PO | |||
* MAY 15th - 31st: | |||
MAY 15th - 31st: | ** Complete the financial statement (Form Cs) into NEF; | ||
* Complete the financial statement (Form Cs) into NEF; | ** Upload into NEF the Certificate of Financial Statement (CFS) if applicable; | ||
* Upload into NEF the Certificate of Financial Statement (CFS) if applicable; | *** In the NEF application, the 'signature' is provided by entering the name of the person authorised to validate a Form C for his or her organisation. | ||
* JUNE | |||
** 1st - 10th: Submission to the PMB | |||
JUNE | ** 11th - 15th: integrate comment of the PMB | ||
* 1st - 10th: Submission to the PMB | ** 17th: Submission to the Commission | ||
* 11th - 15th: integrate comment of the PMB | * JULY-SEPT 2011: | ||
* 17th: Submission to the Commission | ** Once the costs are validated by the Commission, a PDF version of the Form C as processed will have to be signed by each beneficiary and dispatched to the Commission through the coordinator. | ||
JULY-SEPT 2011: | |||
* Once the costs are validated by the Commission, a PDF version of the Form C as processed will have to be signed by each beneficiary and dispatched to the Commission through the coordinator. | |||
==Documents to Fill in== | ====Documents to Fill in==== | ||
FILE: [https://documents.egi.eu/document/455 | * FILE: [https://documents.egi.eu/document/455 PartnerXX-EGI-InSPIRE-Year1-Justification-of-Resource] | ||
FILE: Form C into NEF - Financial Statement (to be filled in by each beneficiary) | * FILE: Form C into NEF - Financial Statement (to be filled in by each beneficiary) | ||
==Supporting documentations== | ====Supporting documentations==== | ||
* EGI-InSPIRE PR Guidance | * EGI-InSPIRE PR Guidance [https://wiki.egi.eu/w/images/b/be/EGI-InSPIRE-PR-Guidance.pdf EGI-InSPIRE-PR_Guidance New!] | ||
* FAQ PAC meeting held in Amsterdam, Sept | * FAQ PAC meeting held in Amsterdam, Sept 2010 <br> | ||
* Condensed Guidelines to Financial Issues Related to FP7 Indirect Actions prepared for EGI-InSPIRE | * [https://wiki.egi.eu/w/images/3/3d/Financial_guidelines_under_the_FP7_2010.pdf Condensed Guidelines to Financial Issues] Related to FP7 Indirect Actions prepared for EGI-InSPIRE<br> | ||
* | * [http://ec.europa.eu/research/index.cfm?pg=faq&lg=en Frequently Asked Questions]<br> | ||
* See also | * See also [ftp://ftp.cordis.europa.eu/pub/fp7/docs/project_reporting_en.pdf Guidance Notes on Project Reporting] | ||
==Financial Guidelines == | ====Financial Guidelines==== | ||
* [ftp://ftp.cordis.europa.eu/pub/fp7/docs/financialguide_en.pdf EC Financial Guideline dated 30 June 2010] | |||
* FP7 Grant Agreement - [ftp://ftp.cordis.europa.eu/pub/fp7/docs/fp7-ga-annex2_en.pdf Annex II General Conditions V5 18 December 2009] | |||
* FP7 Guidelines for [https://documents.egi.eu/secure/RetrieveFile?docid=197&version=1&filename=guidelines-audit-certification_en.pdf CERTIFICATES ISSUED BY EXTERNAL AUDITORS] (only Part II is relevant) | |||
<!-- Categories--> | |||
Latest revision as of 12:59, 6 May 2015
EGI Inspire Main page |
The Project Periodic Financial Reports are submitted after each reporting period along with the Periodic activity report.
The Project Office is in charge of collecting and consolidating the data from the Lead Beneficiary, who is in turn responsible for gathering the data within their JRUs.
The fourth year report covers the period from 1st May 2013 to 30 April 2014.
Important changes
The Simplification of reporting in 'Use of resources' in FP7/CIP projects means that if "Other direct costs" are equal to or less than 15% of claimed personnel costs in the Form C then no details for costs need to be reported.
Otherwise cost items need to be reported in the Use of Resources by the beneficiary and they need to be justified as follows:
- By simple reference to the DoW, if the cost items have already been foreseen in the DoW
- By giving the following supporting information if the costs have not been foreseen in the DoW: reference to work package(s), item description, amount per item, nature of item, project relevance.
Please note: It does NOT waive the beneficiaries' contractual obligation to maintain adequate accounting records permitting direct reconciliation of the costs and receipts declared. These should be made directly available to the Commission upon request.
Contacts
Your contacts at the Project Office:
- Céline Bitoune
- Email: celine.bitoune@egi.eu
- Skype: celine.bitoune.egi
- Sjomara Specht
- email: sjomara.specht@egi.eu
- Skype: sjomara.specht.egi
Other details
- Address: Stichting European Grid Initiative (EGI), 140 Science Park, 1098 XG Amsterdam, The Netherlands
- Telephone: +31 (0)20 893 2007
Project Periodic Financial Reports
Financial Report YEAR 5
FINANCIAL REPORTING: 1/05/2014 - 31/12/2014
- Preparation to provide the justification of resource to the Project Office: Deadline Friday 23/01/2015
- Checking data by the Project Office: 26 Jan - 6 Feb 2015
- Recording data into NEF by the Project Office: 26 Jan - 6 Feb 2015
- Review: Friday 13 Feb 2015
Documents to Fill in
Financial Guidelines
- Condensed Guidelines to Financial Issues Related to FP7 Indirect Actions prepared for EGI-InSPIRE
- Frequently Asked Questions
- financialguide_en-18-03-2013.pdf
FORM C SIGNATURE PROCESS
- DOWNLOAD YOUR FORM C
- YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT
- FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary.
- It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature.
- NO NEED TO SIGN THE FORM C IF 0 COST!
- Get it STAMPED and SIGNED in THREE original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly;
- IN ADDITION for Partners INFN, EGI.eu. THREE original copies of the CFS. Pay attention that it is the final version issued/validated;
- POST FORM Cs + CFS signed original copies by Friday 15 May 2015 attention of Céline Bitoune and/or Sjomara Specht to the EGI.eu offices (see #Contacts above)
Financial Report YEAR 4
FINANCIAL REPORTING: 1/05/2013 - 30/04/2014
- Preparation to provide the justification of resource to the Project Office: Deadline Friday 02/06/2014
- Checking data by the Project Office: 19 May - 15 June 2014
- Recording data into NEF by the Project Office: 16-20 June 2014
- Review: Wed-Thurs 2-3 July 2014
Documents to Fill in
AUDIT CERTIFICATES
- Audit certificate - Word template for Annex D
- FP7 Guidelines for CERTIFICATES ISSUED BY EXTERNAL AUDITORS (only Part II is relevant)
LIST of partners required and to which period it applies
- PY1-PY4: CESNET, CSC, CYFRONET, UI SAV (slovakia), TUBITAK
- PY2-PY4: CSIC
- PY3-PY4: CNRS, SARA BV, KIT, STFC
- PY4: EGI.eu, CERN
Financial Guidelines
- Condensed Guidelines to Financial Issues Related to FP7 Indirect Actions prepared for EGI-InSPIRE
- Frequently Asked Questions
- financialguide_en-18-03-2013.pdf
FORM C SIGNATURE PROCESS
- DOWNLOAD YOUR FORM C
- YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT
- FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary.
- It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature.
- NO NEED TO SIGN THE FORM C IF 0 COST!
- Get it STAMPED and SIGNED in THREE original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly;
- IN ADDITION for Partners CESNET, CSC, UI SAV, TUBITAK, CSIC, STFC, EGI.eu. THREE original copies of the CFS. Pay attention that it is the final version issued/validated;
- POST FORM Cs + CFS signed original copies by Monday 27 October 2014 attention of Céline Bitoune and/or Sjomara Specht to the EGI.eu offices (see #Contacts above)
Financial Report YEAR 3
FINANCIAL REPORTING: 1/05/2012 - 30/04/2013
- Preparation to provide the justification of resource to the Project Office: Deadline Friday 31/05/2013
- Checking data by the Project Office: 20 May - 14 June 2013
- Recording data into NEF by the Project Office: 17-21 June 2013
- Review: Wed-Thurs 25-26 June 2013
Documents to Fill in
- FILE: PartnerXX-EGI-InSPIRE-Year3-Justification-of-Resource
- Audit certificate - Word template for Annex D
- FORWARD TO YOUR AUDITOR this document - FP7 Guidelines for CERTIFICATES ISSUED BY EXTERNAL AUDITORS (only Part II is relevant)
Financial Guidelines
- Condensed Guidelines to Financial Issues Related to FP7 Indirect Actions prepared for EGI-InSPIRE
- Frequently Asked Questions
- See also Guidance Notes on Project Reporting
- EC Financial Guideline dated 16 Jan 2012
- FP7 Grant Agreement - Annex II General Conditions V5 18 December 2009
- FP7 Guidelines for CERTIFICATES ISSUED BY EXTERNAL AUDITORS (only Part II is relevant)
FORM C SIGNATURE PROCESS
- DOWNLOAD YOUR FORM C
- YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT
- FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary.
- It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature.
- NO NEED TO SIGN THE FORM C IF 0 COST!
- Get it STAMPED and SIGNED in THREE original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly;
- IN ADDITION for Partners BE16-GRNET, BE21-INFN, BE35-CERN. THREE original copies of the CFS. Pay attention that it is the final version issued/validated;
- POST FORM Cs + CFS signed original copies by Monday 30 September 2013 attention of Céline Bitoune and/or Sjomara Specht to the EGI.eu offices (see #Contacts above)
Financial Report YEAR 2
FINANCIAL REPORTING: 1/05/2011 - 30/04/2012
- Preparation to provide the justification of resource to the Project Office: Deadline Friday 25/05/2012
- Recording data into NEF by the Project Office: 11-15 June 2012
- Checking data by partners: 18-22 June 2012
- Submission to the Commission (NEF): Friday 22/06/2012
- Review: Wed-Thurs 27-28 June 2012
Documents to Fill in
- FILE: PartnerXX-EGI-InSPIRE-Year2-Justification-of-Resource
- Audit certificate - Word template for Annex D
- FORWARD TO YOUR AUDITOR this document: FP7 Guidelines for CERTIFICATES ISSUED BY EXTERNAL AUDITORS (only Part II is relevant)
Financial Guidelines
- Condensed Guidelines to Financial Issues Related to FP7 Indirect Actions prepared for EGI-InSPIRE
- Frequently Asked Questions
- See also Guidance Notes on Project Reporting
- EC Financial Guideline dated 16 Jan 2012
- FP7 Grant Agreement - Annex II General Conditions V5 18 December 2009
- FP7 Guidelines for CERTIFICATES ISSUED BY EXTERNAL AUDITORS (only Part II is relevant)
Financial Report YEAR 1
FORM C Signature process
- Download your Form C
- The FORM Cs of a JRU are saved all together in a single PDF file under the name of the Lead Beneficiary.
- It is the responsibility of the Lead Beneficiary to forward it to his JRUs for signature.
- TO DOWNLOAD YOUR FORM C YOU MUST BE LOGGED WITH YOUR SSO ACCOUNT
- NO NEED TO SIGN THE FORM C IF COSTS ARE AT ZERO!
- Get it STAMPED and SIGNED in three original copies, one for the Commission and two for the project office. If the document is lost it will enable us to react very quickly;>
- Request to your auditor 3 original copies of the CFS whenever it was applicable for your institute.
- Be careful that it is the final version that has been validated;
- Send these documents to the Project Office by Friday 28 Oct 2011
Timelines
All beneficiaries are required to complete the following actions for himself and their JRUs:
- MAY 1st - 15th:
- Complete the Justification-of-Resource (FILE: PartnerXX-EGI-InSPIRE-Year1-Justification-of-Resource)
- Prepare the Certificate of Financial Statement (CFS) if required
- The above must be checked by the PO
- MAY 15th - 31st:
- Complete the financial statement (Form Cs) into NEF;
- Upload into NEF the Certificate of Financial Statement (CFS) if applicable;
- In the NEF application, the 'signature' is provided by entering the name of the person authorised to validate a Form C for his or her organisation.
- JUNE
- 1st - 10th: Submission to the PMB
- 11th - 15th: integrate comment of the PMB
- 17th: Submission to the Commission
- JULY-SEPT 2011:
- Once the costs are validated by the Commission, a PDF version of the Form C as processed will have to be signed by each beneficiary and dispatched to the Commission through the coordinator.
Documents to Fill in
- FILE: PartnerXX-EGI-InSPIRE-Year1-Justification-of-Resource
- FILE: Form C into NEF - Financial Statement (to be filled in by each beneficiary)
Supporting documentations
- EGI-InSPIRE PR Guidance EGI-InSPIRE-PR_Guidance New!
- FAQ PAC meeting held in Amsterdam, Sept 2010
- Condensed Guidelines to Financial Issues Related to FP7 Indirect Actions prepared for EGI-InSPIRE
- Frequently Asked Questions
- See also Guidance Notes on Project Reporting
Financial Guidelines
- EC Financial Guideline dated 30 June 2010
- FP7 Grant Agreement - Annex II General Conditions V5 18 December 2009
- FP7 Guidelines for CERTIFICATES ISSUED BY EXTERNAL AUDITORS (only Part II is relevant)