Date post: | 27-Mar-2015 |
Category: |
Documents |
Upload: | jasmine-parrish |
View: | 228 times |
Download: | 2 times |
EACI, European CommissionAstrid Geiger, Head of Sector
Market Replication Eco-Innovation Unit
Ease (y)our life: Technical and Financial Tips
Ecoinnovators' Day – Brussels – 8 October 2012
Technical Financial
Cost categoriesAmendmentsBudget ShiftsProfitFrequent mistakes
2
Tips Overview
3
Good for your business
Good for our work environment
Photo: Edwina Alexander
ADVERTISE
Share your results
Media mentions International expansion New staff Turnover Environmental impacts Your own stories Deviations
5
Share your results
Update the Project Information Sheet (PIS) Keep your website updated Info material Your products for our showcase Feedback to policy making Use layman report Always include our logo! Invite us
6
7
TEMPLATES
Photo: mlhradio
8
Templates
Timesheet
Project information sheet
Business plan
Reporting and financial statement
Communication Guidelines
Financial guidelines
http://ec.europa.eu/environment/eco-innovation/managing-projects/
9
Intellectual Property Rights
IPR: anticipate
Consortium agreement?
Provide technical information to the EACI
Share information and disseminate project results
Free service from Enterprise Europe Network: http://www.iprhelpdesk.eu
10Photo: Donna Cymek
STAFF
11
Staff
Substantiate hourly rates Only "known" staff
Freelance ‘staff’: Work in your premises Take directions from you Outcome of work belongs to you
12
Photo: WilliamOlyOlson
SUBCONTRACTING
13
Subcontracting
Services not goods Only for limited parts:
Certain tasks / special expertise Transparent selection, ideally 3 offers Clear contracts and invoices
Not "between you" Don't lose touch
14
Photo: The University of Iowa Libraries
EQUIPMENT
Equipment
Inform us when:Renting equipmentSelling equipment
Depreciation must follow your national accounting rules
15
16
Photo: dsevilla
AMENDMENTS
17
Amendments
Amendments when changes of:BeneficiariesName, legal status or bank detailsAnnex I (if significant)Duration (exceptionally)Budget
100 amendments processed… Please help us to reduce them!
Budget Shifts
Two kinds
Within flexibility of grant agreement: budget shift table needed
Beyond flexibility: amendment
> One month before project ends to request amendment
Template & guidelines:http://ec.europa.eu/environment/eco-innovation/files/docs/impl/budget_transfer_request.xls
18
19
PROFIT
Careful with profit
400,000 (EU)
+
300,000 (you)
=
700,000 (total)
20
400,000
+
600,000
=
1,000,000
300,000 profit
-300,000
21
Photo: Deanna Wardin Photo: Gui Tavares
REMINDERS
22
Reminder: Frequent mistakes
Complete?
Correct reporting dates?
VAT excluded?
Invoices included (3 biggest)?
Hourly rates correct?
Audit report included?
Incurred costs, not budgeted?
Reminder: frequent mistakes
Project name on invoices?
Correct depreciation of equipment?
Report and book keeping coherent?
Costs foreseen?
Correct cost category?
Contributions in kind as co-funding?
Costs eligible?
23
24
In case of doubt
25
In case of doubt
The grant agreement: your reference
Financial guidelines
Contact us
26
THANK YOU