Reporting to the Commission

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Reporting to the Commission

• Periodic Reports / Mid-term report
• Interim Activity Reports
• Project Deliverables
• Periodic Reviews
• Final Reports

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Reporting to the Commission

• Periodic Reports / Mid-term report
• Interim Activity Reports
• Project Deliverables
• Periodic Reviews
• Final Reports

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Periodic reports

• Periodic Activity ReportWhat is this ?
  Description of the work performed and comparison
  with the original plan (text of the
  contract).Who has to do it ? a) Work package
  leadersb) Project managementc) Few information
  from each partner When is it due ?In Brussels
  45 days after the end of the rep. periodgt We
  need all input 30 days earlier, i.e. Feb 15th !
• Special After the first 12 months, there will be
  a mid-term report (1st periodic report ?) and a
  mid-term review by the EU.

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Periodic Activity Report

• What do we need from you ?
• For each work package
• a) Objectives and starting point for the work at
  the beginning of the reporting period
• b) Tasks worked on and achievements made
• c) Deviations from scheduled plan, reasons for
  this,corrective actions taken
• d) List of deliverables, due date and
  actual/planned submission date
• e) List of milestones, due date and
  actual/planned submission date

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Periodic Activity Report Annex

• Plan for using and disseminating the knowledge1)
  Exploitable knowledge and its Use2)
  Dissemination of knowledge 3) Publishable
  resultsWho has to do this ? Each partner, or
  if the partners agree within a work package
  (task), each task leader. Relevant for us
  Patents (exploitable results), conferences and
  publications

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Periodic reports

• Periodic Management ReportWhat is this ? What
  have we done with the money ? Who has to do it
  ? a) Work package leadersb) Project
  managementc) Each partner, together with their
  administration When is it due ?In Brussels 45
  days after the end of the rep. periodgt We need
  all input 30 days earlier, at Feb. 15th !!!

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (I)
• a) Brief description of work performed for each
  work package (task) you are involved in.
• b) Explanatory note on any major cost item,
  justifying their necessity to the project,
  e.g.Costs for Kicker Magnet 500 000 Euro. The
  Magnet is required for the prototype extraction
  line, task 23.

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (II)
• FC contractors -gt
• Tabular overview of budgeted and actual costs,
  per contractor and major cost item
• AC contractors
• Tabular overview of all resources employed and
  global estimate of all costs.
• This includes personnel !!!

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (III)
• All Tabular overview of budgeted and actual
  person-months, per contractor and task
• AC contractors
• In addition, estimate of the number of
  person-months of permanent staff working on the
  project.

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Periodic Management Report

• What do we need from you (IV)
• Contractors or task leaders Short explanation
  of the impact of deviations from the work plan
  (see activity report) on the cost budget and
  person-month budget, i.e.,
• If something does not work out as planned, how
  does it affect costs and person-months ?

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Periodic Management Report

• Cost statement
• This form will be provided to each contractor !

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Periodic Management Report

• Cost statement

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (V)
• Cost statement ("Form C Financial statement per
  activity for the contractual reporting period")

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Periodic Management Report

• Specific Support Action
• means
• There are only two types of activities
• "Management"
• "other"
• All task-related costs are "Other activities"
• Don't mix this with other EU projects !

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (still V)

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (even still V)

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (last of V)

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Periodic Management Report

• What do we need from you ( each contractor) ?
  (VI)
• Cost summary statement (Summary financial report)
• Contains the summary information of the Cost
  statement

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Other Reports Required

• Interim Science and Society reporting
  questionnaire,to be completed by the project
  management (GSI)
• Interim socio-economic reporting
  questionnaire,to be completed by each contractor
  (you), VERY easy.
• Of course, any deliverable ! Cf. Annex 1 of the
  contract, which task has to deliver what !

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Sheets and detailed instructions

• are available by two sources
• at http//www.cordis.lu/fp6/find-doc-management.ht
  mreporting
• from the project management. Contactj.eschke_at_gsi.
  de or t.beier_at_gsi.de
• To these two, also all questions regarding
  management and reporting should be addressed
  !We will provide you with all required
  electronic forms in due time before the end of
  the first reporting period. Thank you for
  cooperation !

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Periodic Activity Report Annex

• 1 Exploitable knowledge and its use

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Periodic Activity Report Annex

• 2 Dissemination of knowledge

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Periodic Activity Report Annex

• 3 Publishable resultsa) Results descriptionb)
  Possible market applications or how they might be
  used in further researchc) Stage of
  developmentd) Collaboration sought of offerede)
  Collaborator details (which kind of partner is
  required ?)f) Intellectual property rights
  granted or publishedg) Contact address

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