PROC03 Financial and effort review

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Title Financial and effort review
Project office
Status Approved
Approval date
Related document


A financial and effort review procedure has been introduced to identify over and under spending partners and take appropriate action. This procedure is run every 3 months and involves Work package leaders in validating partners effort reported to the project office.


Please refer to the EGI Glossary for the definitions of the terms used in this procedure.

The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", "SHOULD", "SHOULD NOT", "RECOMMENDED", “MAY", and "OPTIONAL" in this document are to be interpreted as described in RFC 2119.


The following table describes

Here, M means month at the end of effort reporting period.

Responsible Action
M + 10 days Project Partners Deadline for Partners to report on effort (Actual efforts and costs in preparation for the cost statement. Efforts based on actual consumption and costs of personnel (only) based on estimated PM average costs.)
M + 15 days Quality Manager and PO
Draft sent to AMB
M + 20 days Quality Manager and AMB

Coordinate AMB to take an action to remind partners and check deviations

o    Partners not reporting

o    Partners over/under spending

M + 25 days PO Final report provided to PMB

Revision History

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