The progress report is a document which consists of an Activity Report that provides information on the achievement of a project's/ cluster's results and outputs, and Financial Report which provides information on a project's/ cluster'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 /cluster. Activity and financial reporting require different templates that are pre-filled with the information given in the application form and previous progress report.
1. Activity report
The aim of the Activity report is to ensure that project/cluster 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.
2. Financial reports
There are two kinds of financial reports, one to be filled at project/ cluster level (Project/Cluster 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 /cluster.
3. List of expenditure
Together with their Partner Financial reports, all Project Partners have to provide the JTS with its List of expenditure.
Please note that the PDF templates provided here are for information only. The Excel templates of the activitiy report and Financial reports to be used in the framework of the Progress Report will be sent by the JTS to the Lead Partner before each reporting period.
The Excel template for the list of expenditure 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/cluster while the columns in red have to be filled in by the First Level Controller.
| Activity report
| Financial report
| Partner financial report
| List of expenditure
4. First Level Control Check-list
First Level Control shall be done through the following three steps:
1) Ongoing administrative control on documents;
2) At least one administrative control at the premises of the beneficiary (complementary to step n°1);
3) At least one "physical" on-site check in the place of the investment (if existing).
According to this approach, the following three different templates of check-list are available:
1) Control checklist for the First Level Controller Administrative check (every 6 months)
2) Control checklist for the First Level Controller On-the-spot (administrative) check
3) Control checklist for the First Level Controller On-the-spot (physical) check
Each specific check-list has very tailored questions focused on the elements to be verified during each type of control.
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 templates of the check-lists and of the certificate available here shall be downloaded and used by the First Level Controllers.
|Control checklist for the First Level Controller Administrative check (every 6 months)
|Control checklist for the First Level Controller On-the-spot (administrative) check
|Control checklist for the First Level Controller On-the-spot (physical) check||x|
|Certificate of validation of the expenditure||x||x|
During the implementation of your project/cluster, you may also need the following templates: