IPA Presage Reporting Procedure

7/23/2019 IPA Presage Reporting Procedure

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IPA partners seminar

Sarajevo, 18th June 2013

Reporting procedure

PRESAE



1. To login to PRESAGE CTE2. To request and advance payment3. To enter ependiture data!. "e# ependiture

$. %P validates t&e ot&er partners' entries(. Ependitures in certi)ication process *y t&e +%C,. Ependitures certi)ied *ut not included in a validated

certi)icate-. Certi)icate o) ependiture

. To create a payment claim /%P01. To create a progress report /partner011. ocuments to *e su*mitted to t&e +%C every ( mont&s12. ocuments to *e su*mitted to t&e %P every ( mont&s

Ta*le o) contents



To login to PRESAGE CTE

o to https!""med#presage$cte#org"

%ou can &ogin here '( entering (our user

name and pass)ord# *hen c&ic+ on

Continuer -

https://med.presage-cte.org/

https://med.presage-cte.org/



• T&e %ead partner sends all partners t&e user name andpass#ord #&en t&e proect is approved

• 4n case you &ave not received it5 please contact your %ead

partner

• +irst %evel Controllers #ill *e given a user name andpass#ord according to t&eir pro)ile. Please contact t&e 6TS in order to get t&is access permission

To login to PRESAGE CTE



To request an advance payment

Enter this section to as+ /or an advance

pa(ment

hen (our project is p&aced under approved - status, this screen

opens up in Presage




Enter the reuested in/ormation

in a&& sections




nce (ou have entered

the reuested amount ma4imum 105 o/ the

IPA contri'ution6, the amounts to 'e

reduced in the re&evant pa(ment

c&aims are ca&cu&ated automatica&&(




7a&idate the reuest a/ter having du&( /i&&ed in a&& sections,

inc&uding the 'an+ in/ormation#

P&ease sign the pd/ document and

send it to the J*S origina&6



To enter ependiture data

*his section contains /inancia& ta'&es )hich

a&&o) a g&o'a& /inancia& monitoring

*o start entering the e4penditure data, c&ic+

on Show expenditure list -




&ic+ on Add an expenditure - to

start entering an e4penditure# And

repeat the same procedure /or each

e4pense




In the invoice

re/erence, it is

recommended to add a

+e( )ord )hich ma(

he&p us to uic+&(

identi/( the nature o/

the e4penditure




A'out dates! A&ert

messages )i&& appear

/or e4amp&e i/ (ou

dec&are a pa(ment date

'e/ore the invoice date#orrect (our dates

/o&&o)ing the

instructions given in the

message or add a

comment to c&ari/( it

Each e4pense must 'e

&in+ed to a or+ing P&an

action and to a 'udget

&ine



To enter ependiture data*ota& amount o/

the invoice

Amount o/ the

invoice to 'e

charged to project

Amounts have to 'eentered in Euro

ta+ing into account

the month&(

accounting e4change

rate o/ the E




&ic+ on 9Save:

*here is a omment section,

)here (ou can inc&udein/ormation concerning the

nature o/ the e4penditure



"e# ependitures

*ic+ a&& the 'o4es on the right hand

side o/ the screen or tic+ 9chec+

a&&: on the &e/t hand side o/ the

screen and then c&ic+ Validate

selected expenditure -#

&ic+ here to

modi/( an

e4penditure

;ere the

magni/(ing g&assa&&o)s (ou to see

the e&ements

re&ated to the

e4pense



• Ependiture in validation process *y t&e %ead partner

• 4t is not an eligi*ility c&ec75 *ut a veri)ication o) t&econ)ormity o) t&e ependiture against t&e activities )oreseenin t&e application )orm

• 4) t&e partner &as allocated t&e ependiture to t&e #rong*udget line5 )or eample5 t&e %ead partner s&ould re)use itand ma7e t&e partner correct it

• 8nce t&e %ead partner &as validated t&e 4PA partner'sependiture5 it #ill appear in Presage as 9Ependitures incerti)ication process:

•

T&e +irst %evel Controller #ill t&en *e a*le to certi)y t&eependiture

%ead Partner validates t&e ot&er

partners' entries



Ependitures in certi)ication process *y t&e

+irst %evel Controller

hen <irst =eve& ontro&&er

&ogs in, this screen

opens up

&ic+ here to access tothe App&ication <orm

as approved '( the

Se&ection ommittee#

<= can a&so generate

a pd/ /i&e and print it

out

<= can access here to

consu&t the partner>s progress

report# It ma( he&p <= to

per/orm the chec+s

&ic+ on Show expenditure

list - to start the chec+s on the

dec&ared e4penditure

di i i)i i * &





;ere the

magni/(ing g&ass

a&&o)s <= to see

the e&ements

re&ated to the

dec&ared e4pense

hen <= tic+s the 'o4, theamount dec&ared '( the partner

is automatica&&( reported# <=

can correct the amount#





<ee& /ree to comment (ourdecisions



nce (ou have /inished chec+ing the

e4penditure, c&ic+ on Certify selected

expenditure -



E dit ti)i d * t t



Ependitures certi)ied *ut not

included in a validated certi)icate



Certi)icate o) ependiture

&ic+ on Show certificates list - to start the

creation o/ a certi/icate o/ e4penditures




%ou have to create the

certi/icate o/ the re&evant

period '( c&ic+ing on the

?6 s(m'o&




&ic+ here to inc&ude the a&read(

certi/ied e4penses into the

certi/icate

Enter each chapter to ans)erthe compu&sor( chec+s




ontro& chec+&ist

containing a&& the chec+sthat must 'e per/ormed

<ee& /ree to comment# In the

9dou'&e /unding: section the

comment is compu&sor(#

P&ease e4p&ain ans)ers 9@o:

or 9@"A: )hen the genera&&(

accepted ans)er shou&d

have 'een 9%es:#




It is ver( important to correct&( /i&&

in the chec+&ist, /or us to 'e a'&e

to proceed uic+&( )ith the pa(ment c&aim#

Pa( specia& attention to ans)ers

regarding the 7A* )hich has to 'e

coherent )ith the app&ication /orm6

and to ans)ers concerning

the respect o/ ommunit( po&icies#




P&ease ma+e sure that a&& the

empt( 'o4es are correct&( /i&&ed in# nce ever(thing

is du&( comp&eted, get 'ac+ to the

homepage to va&idate, print out, sign and stamp the certi/icate#

@ame o/ the re&evant 'od(! inistr(

o/ <inance, inistr( o/ Regiona&

Beve&opment, etc#



Certi)icate o) ependiture*his icon )i&& a&&o) <= to generate a

pd/ version o/ the certi/icate and toprint it out once <= has /inished the

chec+s

<= does not need to va&idate the de/inite

document i/ he )ants to &eave the )e'site

)ithout having /inished the chec+s# <= can

stop and get 'ac+ to the document an(time,

he on&( needs to save the in/ormation

comp&eted in each chapter#

&ic+ here to va&idate once certi/icate has'een entire&( comp&eted




As mentioned a'ove, <=can &eave and get 'ac+ to

the )e'site an(time# ;ere

is the screen disp&a(ed

)hi&e (ou are comp&eting a

certi/icate

&ic+ here toenter an ongoing

certi/icate &ic+ here to de&ete

a certi/icate that

has 'een created

'( mista+e



The Lead Partner gathers all

the partners’ certificates andproduces a payment claim



Activity report )or )irst level control /partner0

Each partner must /i&& in a

simp&i/ied progress reportcontaining the activities

per component#



Each partner must c&ic+

here ?6 to create theactivit( report /or /irst

&eve& contro&# *he project

progress report must 'e

on&( created '( the =ead

partner





Each partner must

descri'e the actions and

achievements /or ever(

component

ocuments to *e su*mitted to t&e +irst



ocuments to *e su*mitted to t&e +irst

%evel Controller every ( mont&s• =ist o/ dec&ared e4penditureC

•InvoicesC

• Dan+ account statements"proo/ o/ pa(ment /or each invoiceC

• Sta// costs! ca&cu&ation o/ hour&( rates, in/ormation on actua& annua&

)or+ing hours, &a'our contracts, pa(ro&& documents and timesheets

o/ personne& )or+ing /or the projectC

• a&cu&ation o/ administrative costs, proo/ and records o/ costs

inc&uded in overheadsC

• Bocuments re&ating to pu'&ic procurement procedures, terms o/

re/erence, o//ers"uotes order /orm, contract!

• Proo/ /or de&iver( o/ services and goods! studies, 'rochures,

ne)s&etters, minutes o/ meetings, trans&ated &etters, participants>

&ists, etc#C• Records o/ assets, ph(sica& avai&a'i&it( o/ euipment purchased in

the conte4t o/ the projectC

• <or trave&! 'oarding cards, trave& tic+ets and a&& re&ated documentsC

• Speci/ic documents reuested '( (our nationa& <irst =eve&

ontro&&er

t t * * itt d t t&



ocuments to *e su*mitted to t&e

%ead partner every ( mont&s

• <irst =eve& ontro& certi/icate o/

e4penditures cop(F

• Anne4es! a&& materia& produced

during the reporting period

e&ectronic versionF



Thank you for your attention!

MED PROGRAMME JTS

Région Provence-Ale-"#te $%A&ur

'() Place Jule Gue$e*+,* Mareille "e$e. '/ - 0rance

Tel1 2++ , 3* 4( - 4' 35 or 4* ++0a.1 2++ , 3* 4( 4+ *+

E-6ail1 stc$medGregionpaca#/r

http://www.programmemed.eu/

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IPA Presage Reporting Procedure

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