project lifecycle, reporting & bamos step by step · • introduce outputs to new users •...
TRANSCRIPT
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Project lifecycle, Reporting & BAMOS step by step
Lead Partner Seminar Rostock | 22 - 23 Jan 2019 Marcin Kaczmarski/Sebastian Hentsch/Jan Schmidt, Managing Authority/Joint Secretariat
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Content
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
• Project time frame
• Reporting
• BAMOS
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Project time frame (1)
CONTRACTING
2-3 MONTHS
IMPLEMENTATION
UP TO 30 MONTHS
CLOSURE
3 MONTHS
Clarify & revise project data
Implement project activities
Submit progress reports
Receive payments
Finalise projects activities
Submit final report
All project implementation costs eligible Limited eligibility
MC Approval Project start date Project end date
3 Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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Project time frame (2)
POST PROJECT
• Apply and improve produced outputs
• Introduce outputs to new users
• Trigger further actions/processes
• Keep ownership of investments
• Keep project accounting and State aid documents
No costs eligible
4 Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
End of retention period
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Project time frame (3): contracts and start
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
• Subsidy contract
between MA and LP
• Partnership agreement
between LP and PPs
• Project kick-off meeting
partners and associated organisations
external guests
MA/JS
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Reporting – step by step
Lead Partner Seminar Rostock | 22 – 23 Jan 2019 Marcin Kaczmarski/Jan Schmidt, Managing Authority/Joint Secretariat
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Reporting
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
• Reporting = by the lead partner
Detailed information on content and finances in a given reporting period
Aggregated for the entire project
• Monitoring = by the MA/JS
Verification of the progress report
Plausibility checks and desk checks
Basis for the payment
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Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
Progress Report 1
Progress Report 2
Progress Report 3
Progress Report 4
Progress Report 5
Mid-term evaluation
Annex to Final
Progress Report
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Project reporting 1/3
• Online monitoring system BAMOS
access by LP, PP, FLC
additional documents to be uploaded
• Submitted twice a year
in six-month reporting periods
on partner and project level
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Project reporting 2/3
Activity
Overview of project
progress
Achievements in WPs
Finances
Expenditure by PP & BL
First level control
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Project reporting 3/3
Managing Authority/Joint Secretariat
Project progress report (BAMOS)
Certified by first level controller of LP
Partner report (pdf)
Certified by first level controller of PP
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Monitoring and payment
Project Partner
Receive payment from lead partner
Lead Partner
Receive payment from MA/JS
Managing Authority/Joint Secretariat
Checks of reports (content/financial)
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Support by MA/JS
• Seminars: lead partner, financial, communication
• Advice to projects and consultations (on request)
• Project visits
• Website
e.g. contract/agreement templates, State aid documents, visibility downloads
country-specific information
Project management tools e.g. partner report, meeting & travel templates
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Reporting online - 4 ½ things you should know about BAMOS
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4 ½ things you should know about BAMOS
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• How does your partnership get access?
• How do you edit your data?
• How do you use the messaging center?
• How do you get additional help?
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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How does your partnership get access?
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User rights and roles
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ROLE access
provided by READ WRITE SUBMIT
Messaging Center
CERTIFY
lead applicant/ lead partner
lead applicant/ lead partner
X X
X
X
applicant/ Partner
lead applicant/ lead partner
X
X
Other lead applicant/ lead partner
X
FLC MA/JS X X
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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How do you edit your data?
23 Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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How do you use the Messaging Center?
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Advantages of the Messaging center
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• all project related information is available in one place
• not an individual/user based communication
• all relevant information is available for all involved individuals at any time
• messages and attachments can not be deleted
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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How do I get help?
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How do I get help?
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• Welcome screen
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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How do I get help?
35
• Welcome screen
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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How do I get help?
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• Welcome screen
• BAMOS Manual (www.bamos.eu)
Lead Partner Seminar, Rostock | 22 – 23 Jan 2019
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Things we do not recommend
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Things we do not recommend
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• the usage of mobile devices and tablets,
• many users editing documents at the same time,
• to issue accounts long before they are really needed.
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Project lifecycle, Reporting & BAMOS
Marcin Kaczmarski, Finance Officer
Jan Schmidt & Sebastian Hentsch, Project Officers
Managing Authority/Joint Secretariat
+49 381 45 484 5286
www.interreg-baltic.eu
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