Alert.png The wiki is deprecated and due to be decommissioned by the end of September 2022.
The content is being migrated to other supports, new updates will be ignored and lost.
If needed you can get in touch with EGI SDIS team using operations @ egi.eu.

Difference between revisions of "EST Financial reports"

From EGIWiki
Jump to navigation Jump to search
 
(37 intermediate revisions by the same user not shown)
Line 7: Line 7:


E-ScienceTalk has the following Project Periods:
E-ScienceTalk has the following Project Periods:
* Project Period 1: 1 Sep 2010 to 31 Aug 2011 (12 PMs)
* Project Period 1: 1 Sep 2010 to 31 Aug 2011 (12 Months)
* Project Period 2: 1 Sep 2011 to 31 August 2012 (12 PMs)
* Project Period 2: 1 Sep 2011 to 31 August 2012 (12 Months)
* Project Period 3: 1 Sep 2012 to 31 May 2013 (9 PMs)
* Project Period 3: 1 Sep 2012 to 31 July 2013 (9+2 Months extension)
<br>  
<br>
'''Please READ''' the escienceTalk-PR_Guidance [https://documents.egi.eu/document/781 escienceTalk-PR_Guidance]
'''The access to NEF is via the Participant Portal: http://ec.europa.eu/research/participants/portal/ '''<br><br>
QMUL: Steve Lloyd    s.l.lloyd@qmul.ac.uk<br>
APO: Olivier Andre-Pierre    olivier.ap@gmail.com<br>
IMPERIAL: Paul Stanger p.stanger@imperial.ac.uk<br>
CERN: Jones Bob    Bob.Jones@cern.ch<br>
<br>
 
==Financial Report YEAR 3==
<br>
FINANCIAL REPORTING: 1/09/2012 - 31/07/2013 (project duration extended 2 month; total months 33+2)
 
* '''Preparation''' to provide the justification of resource to the Project Office: '''Deadline Friday 09/08/2013'''
* '''Recording''' data into NEF by the Project Office: Deadline Friday 23/08/2013
* '''PMB review''': To be confirmed by Catherine
* '''Submission''' to the Commission (NEF): by 30 September 2013
* '''PROJECT FINAL REVIEW''': Friday 13 September 2013, in Brussels
 
 
 
Documents to Fill in
 
* FILE: [https://documents.egi.eu/document/1858 templates, budget projection PY3]
* 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) <br> <br>
 
'''Financial Guidelines'''
* [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 18 mars 2013]<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>
<br>
<br>
 
==Financial Report YEAR 2==
<br>
FINANCIAL REPORTING: 1/09/2011 - 31/08/2012


* '''Preparation''' to provide the justification of resource to the Project Office: Deadline Friday 14/09/2012
* '''Recording''' data into NEF by the Project Office: Deadline Friday 21/09/2012
* '''PMB review''': 24-28 September 2012
* '''Submission''' to the Commission (NEF): Friday 05/10/2012
* '''Review''': Monday 15th September 2012




QMUL: Pearce Sarah    s.pearce@qmul.ac.uk
Documents to Fill in
APO: Olivier Andre-Pierre    olivier.ap@gmail.com
IMPERIAL: Alasya Brooke    b.alasya@imperial.ac.uk
CERN: Jones Bob    Bob.Jones@cern.ch


* FILE: [https://documents.egi.eu/document/1333 Guidance to complete the report, templates, budget projection PY2]
* 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) <br> <br>
'''Financial Guidelines'''
* [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>
<br>
<br>
==Financial Report YEAR 1==
<!-- Categories-->
<!-- Categories-->
[[Category:Project administration]]
[[Category:Project administration]]
__NOTOC__
__NOTOC__
<br>
<br>


==Timelines==
Timelines
<br>
<br>
All beneficiaries are required to complete the following actions
All beneficiaries are required to complete the following actions
Line 37: Line 90:
* Upload into  NEF the Certificate of Financial Statement (CFS) if applicable;<br>
* Upload into  NEF the Certificate of Financial Statement (CFS) if applicable;<br>
In the NEF application, the electronic 'signature' is provided by entering the name of the person authorised to validate a Form C for his or her organisation.<br>
In the NEF application, the electronic 'signature' is provided by entering the name of the person authorised to validate a Form C for his or her organisation.<br>
<br>'''The access to NEF is via the Participant Portal: http://ec.europa.eu/research/participants/portal/ '''<br>
<br>
<br>


==Documents to Fill in==
Documents to Fill in
FILE: [https://documents.egi.eu/document/780 PartnerXX-e-ScienceTalk-Year1-Justification-of-Resource]<br>
FILE: [https://documents.egi.eu/document/780 PartnerXX-e-ScienceTalk-Year1-Justification-of-Resource]<br>
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)
<br><br>
<br>


==Supporting documentations==
Supporting documentations
* e-ScienceTalk PR Guidance [escienceTalk-PR_Guidance [https://documents.egi.eu/document/781 escienceTalk-PR_Guidance New!]
* e-ScienceTalk PR Guidance [escienceTalk-PR_Guidance [https://documents.egi.eu/document/781 escienceTalk-PR_Guidance New!]
* [http://ec.europa.eu/research/index.cfm?pg=faq&lg=en Frequently Asked Questions]<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>
* See also [ftp://ftp.cordis.europa.eu/pub/fp7/docs/project_reporting_en.pdf Guidance Notes on Project Reporting]<br>
<br>


==Financial Guidelines ==
Financial Guidelines


* [ftp://ftp.cordis.europa.eu/pub/fp7/docs/financialguide_en.pdf EC Financial Guideline dated 30 June 2010]<br>
* [ftp://ftp.cordis.europa.eu/pub/fp7/docs/financialguide_en.pdf EC Financial Guideline dated 30 June 2010]<br>

Latest revision as of 17:00, 10 July 2013

Homepage eST quarterly reports eST Advance Payments eST Contractual documents eST Financial reports


Project Periodic Financial Reports



The Periodic management Report is submitted at the end of each reporting period along with the Periodic activity Report.

E-ScienceTalk has the following Project Periods:

  • Project Period 1: 1 Sep 2010 to 31 Aug 2011 (12 Months)
  • Project Period 2: 1 Sep 2011 to 31 August 2012 (12 Months)
  • Project Period 3: 1 Sep 2012 to 31 July 2013 (9+2 Months extension)


The access to NEF is via the Participant Portal: http://ec.europa.eu/research/participants/portal/

QMUL: Steve Lloyd s.l.lloyd@qmul.ac.uk
APO: Olivier Andre-Pierre olivier.ap@gmail.com
IMPERIAL: Paul Stanger p.stanger@imperial.ac.uk
CERN: Jones Bob Bob.Jones@cern.ch

Financial Report YEAR 3


FINANCIAL REPORTING: 1/09/2012 - 31/07/2013 (project duration extended 2 month; total months 33+2)

  • Preparation to provide the justification of resource to the Project Office: Deadline Friday 09/08/2013
  • Recording data into NEF by the Project Office: Deadline Friday 23/08/2013
  • PMB review: To be confirmed by Catherine
  • Submission to the Commission (NEF): by 30 September 2013
  • PROJECT FINAL REVIEW: Friday 13 September 2013, in Brussels


Documents to Fill in

Financial Guidelines



Financial Report YEAR 2


FINANCIAL REPORTING: 1/09/2011 - 31/08/2012

  • Preparation to provide the justification of resource to the Project Office: Deadline Friday 14/09/2012
  • Recording data into NEF by the Project Office: Deadline Friday 21/09/2012
  • PMB review: 24-28 September 2012
  • Submission to the Commission (NEF): Friday 05/10/2012
  • Review: Monday 15th September 2012


Documents to Fill in

Financial Guidelines



Financial Report YEAR 1


Timelines
All beneficiaries are required to complete the following actions BY SEPTEMBER 20th:

  • Complete the Justification-of-Resource
  • Prepare the Certificate of Financial Statement (CFS) if required


BY SEPTEMBER 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 electronic 'signature' is provided by entering the name of the person authorised to validate a Form C for his or her organisation.

Documents to Fill in FILE: PartnerXX-e-ScienceTalk-Year1-Justification-of-Resource
FILE: Form C into NEF - Financial Statement (to be filled in by each beneficiary)

Supporting documentations

Financial Guidelines



Retrieved from "https://wiki.egi.eu/w/index.php?title=EST_Financial_reports&oldid=57832"