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7/23/2019 IPA Presage Reporting Procedure
http://slidepdf.com/reader/full/ipa-presage-reporting-procedure 1/37
IPA partners seminar
Sarajevo, 18th June 2013
Reporting procedure
PRESAE
7/23/2019 IPA Presage Reporting Procedure
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1. To login to PRESAGE CTE2. To request and advance payment3. To enter ependiture data!. "e# ependiture
$. %P validates t&e ot&er partners' entries(. Ependitures in certi)ication process *y t&e +%C,. Ependitures certi)ied *ut not included in a validated
certi)icate-. Certi)icate o) ependiture
. To create a payment claim /%P01. To create a progress report /partner011. ocuments to *e su*mitted to t&e +%C every ( mont&s12. ocuments to *e su*mitted to t&e %P every ( mont&s
Ta*le o) contents
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To login to PRESAGE CTE
o to https!""med#presage$cte#org"
%ou can &ogin here '( entering (our user
name and pass)ord# *hen c&ic+ on
Continuer -
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• 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
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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
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To request an advance payment
Enter the reuested in/ormation
in a&& sections
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To request an advance payment
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&&(
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To request an advance payment
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
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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 -
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To enter ependiture data
&ic+ on Add an expenditure - to
start entering an e4penditure# And
repeat the same procedure /or each
e4pense
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To enter ependiture data
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
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To enter ependiture data
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
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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
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To enter ependiture data
&ic+ on 9Save:
*here is a omment section,
)here (ou can inc&udein/ormation concerning the
nature o/ the e4penditure
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"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
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• 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
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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 * &
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Ependitures in certi)ication process *y t&e
+irst %evel Controller
;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#
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Ependitures in certi)ication process *y t&e
+irst %evel Controller
<ee& /ree to comment (ourdecisions
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nce (ou have /inished chec+ing the
e4penditure, c&ic+ on Certify selected
expenditure -
Ependitures in certi)ication process *y t&e
+irst %evel Controller
E dit ti)i d * t t
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Ependitures certi)ied *ut not
included in a validated certi)icate
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Certi)icate o) ependiture
&ic+ on Show certificates list - to start the
creation o/ a certi/icate o/ e4penditures
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Certi)icate o) ependiture
%ou have to create the
certi/icate o/ the re&evant
period '( c&ic+ing on the
?6 s(m'o&
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Certi)icate o) ependiture
&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
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Certi)icate o) ependiture
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:#
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Certi)icate o) ependiture
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#
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Certi)icate o) ependiture
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#
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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
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Certi)icate o) ependiture
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
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Certi)icate o) ependiture
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The Lead Partner gathers all
the partners’ certificates andproduces a payment claim
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Activity report )or )irst level control /partner0
Each partner must /i&& in a
simp&i/ied progress reportcontaining the activities
per component#
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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
Activity report )or )irst level control /partner0
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Activity report )or )irst level control /partner0
Each partner must
descri'e the actions and
achievements /or ever(
component
ocuments to *e su*mitted to t&e +irst
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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&
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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
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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
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