Difference between revisions of "EGI-InSPIRE:Financial reports"
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Stichting European Grid Initiative (EGI)<br> | Stichting European Grid Initiative (EGI)<br> | ||
140 Science Park, 1098 XG Amsterdam, The Netherlands<br> | 140 Science Park, 1098 XG Amsterdam, The Netherlands<br> | ||
Tel: +31 (0)20 893 2007 | Tel: +31 (0)20 893 2007 | ||
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Revision as of 18:31, 1 May 2013
EGI-Engage Project Office: | Contact details | Contracts, Minutes | Reimbursing procedures | Project reporting | Advance Payments | Financial reports | Project Administration Archive |
Project Periodic Financial Reports
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 third year report covers the period from 1st May 2012 to 30 April 2013.
Please read also the minutes of the PAC F2F Meeting, Manchester, UK - Read minutes
Your contact at the Project Office:
- Céline Bitoune <celine.bitoune@egi.eu> Skype: celine.bitoune.egi
- Sjomara Specht <sjomara.specht@egi.eu> Skype: sjomara.specht.egi
- Joan Maycock <joan.maycock@egi.eu> Skype: joan.maycock.egi
Stichting European Grid Initiative (EGI)
140 Science Park, 1098 XG Amsterdam, The Netherlands
Tel: +31 (0)20 893 2007
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 31/05/2012
- Checking and 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)
YEAR 3 - FORM C SIGNATURE PROCESS
1- [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!
2- 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;
3- IN ADDITION for Partners CNRS, KIT, FhG (CFS on Methodology), IFAE, STFC, CERN
THREE original copies of the CFS. Pay attention that it is the final version issued/validated;
4- POST FORM Cs + CFS signed original copies to the Project Office by DATE TO BE DEFINED
Attn: Céline Bitoune or Sjomara Specht
Stichting European Grid Initiative (EGI)
140 Science Park, 1098 XG Amsterdam
The Netherlands
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
1- 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!
2- 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;
3- 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
Attn: Céline Bitoune or Sjomara Specht
Stichting European Grid Initiative (EGI)
140 Science Park, 1098 XG Amsterdam
The Netherlands
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 2O1O
- 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)