The progress report is a document which consists of an Activity Report that provides information on the achievement of a project's results and outputs, and Financial Report which provides information on a project's expenditure. The information provided in the progress report allows both the Lead Partner and the Joint Technical Secretariat to examine the progress of the project. Activity and financial reporting require different templates that are pre-filled with the information given in the application form and previous progress report.
In this section, you will therefore find some detailed information as well as the templates of all the different documents composing the Progress Report. as well as templates you can use during your project implementation.
1. Activity report
The aim of the Activity report is to ensure that project activities are progressing according to plan and identify areas where corrective action can/should be taken. Another important aim is to acquire information for Programme publicity and information activities.
Please note that the PDF template provided here is for information only. The Excel template of the Activity report to be used in the framework of the Progress Report will be sent by the JTS to the Lead Partner before each reporting period.
2. Financial reports
There are two kinds of financial reports, one to be filled at project level Project Financial report and another one to be filled at partner level Partner Financial report. The Lead Partner plays a very important role in financial reporting since it has to collect all of the partners' financial report and prepare the report for the whole project.
Please note that the PDF templates provided here are for information only. The Excel templates of the Project Financial report and Partner Financial report to be used in the framework of the Progress Report will be sent by the JTS to the Lead Partner before each reporting period.
3. List of expenditures.
Together with their Partner Financial reports, all Project Partners have to provide the JTS with its List of expenditures, The Excel template available here shall be downloaded and used in the framework of each Progress Report. For each Budget Line, the columns in blue have to be filled in by the organization partner in the project while the columns in red have to be filled in by the First Level Controller.
4. First Level Control Check-list
First Level Control shall be done through the following three steps:
According to this approach, the following three different templates of check-list are available:
Each specific check-list has very tailored questions focused on the elements to be verified during each type of control.
The Excel templates of the three check-lists available here shall be downloaded and used by the First Level Controllers.
5. First Level Control certificate of validation of the expenditure
Once verified the eligibility of each item of expenditure in the List of Expenditure and filled in accurately the control check-list, the First Level Controller shall fill in and sign the Certificate of validation of the expenditure.
The Excel template of the certificate available here shall be downloaded and used by the First Level Controllers.
During the implementation of your project, you may also need the following templates: