Download - PRESAGE-CTE MED Programme February 2010
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PRESAGE-CTE PRESAGE-CTE MED Programme MED Programme
February 2010February 2010
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1. Reminder of the expenditure reporting procedure2. To login to PRESAGE CTE3. To enter expenditure data4. New expenditure5. Expenditure in validation process by the Lead partner6. Expenditures in certification process by the Controller7. Expenditures certified but not included in a validated
certificate 8. Certificate of expenditure 9. Validation by the responsible National Authority (if
necessary) 10. To create a payment claim (Lead partner) 11. Progress report12. Documents to be submitted to the JTS
Table of contentsTable of contents
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1 – Each partner enters activities and 1 – Each partner enters activities and expenditures on PRESAGE CTE expenditures on PRESAGE CTE
2 - Lead Partner validates the other partners’ 2 - Lead Partner validates the other partners’ entriesentries
3 – Controller of each partner3 – Controller of each partner Validate the eligible expenditures Validate the eligible expenditures Generate a certificate of expenditure for each Generate a certificate of expenditure for each
partnerpartner
Expenditure reporting Expenditure reporting procedureprocedure [1] [1]
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4 – In some MS: controller’s certificate has to 4 – In some MS: controller’s certificate has to be validated by the national authority in be validated by the national authority in order to finalise the procedureorder to finalise the procedure
5 – The Lead Partner gathers all the 5 – The Lead Partner gathers all the certificates and produce a payment claimcertificates and produce a payment claim
6 – Submission to the JTS within the deadlines 6 – Submission to the JTS within the deadlines mentioned in the Subsidy contractmentioned in the Subsidy contract
Expenditure reporting Expenditure reporting procedureprocedure [2] [2]
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To login to PRESAGE CTETo login to PRESAGE CTE
Go to https://med.presage-cte.org/
You can login here by entering your user name and password. Then click on « Continuer »
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Each partner enters expenditures on PRESAGE
CTE
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To enter expenditure dataTo enter expenditure data [1][1]
When your project is placed under « approved » status, a new screen
opens up in Presage
All the information should be completed in this part
This section contains financial tables which allow a global financial
monitoring at project level
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To enter expenditure data To enter expenditure data [2][2]
To start entering the expenditure data, click on « Show expenditure
list »
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To enter expenditure data To enter expenditure data [3][3]
Click on « Add an expenditure » to start entering an expenditure. And repeat the
same procedure for each expense
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To enter expenditure data To enter expenditure data [4][4]
Each expense must be linked to a
Working Plan action and to a budget line
*Please note that the detail of action plan
is available only on the language chosen
during the application phase.
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To enter expenditure data To enter expenditure data [5][5]
About dates: Alert messages will
appear for example if you declare a
payment date before the invoice date.
Correct your dates following the
instructions given in the message
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To enter expenditure data To enter expenditure data [6][6]
Total amount of the invoice
Amount of the invoice to be charged to
project
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To enter expenditure data To enter expenditure data [7][7]
Cliquez sur « Enregistrer »
Click on “Save”
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New expendituresNew expenditures [8][8]
Tick all the boxes on the right hand side of the screen
and then click « Validate selected expenditure ».
Click here to modify an
expenditure
Here the magnifying glass allows
you to see the elements
related to the expense
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Lead Partner validates the other partners’ entries
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Expenditure in validation process Expenditure in validation process by the Lead partnerby the Lead partner
The Lead partner verifies the expenses of its
partners, then it validates them or refuse them
Here the magnifying
glass allows you to see the elements
related to the declared expense
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Each partner’s First Level Controller validates the
expenditure
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Expenditures in certification Expenditures in certification process by the Controller process by the Controller [1][1]
When you log in as a First Level Controller, the following screen
opens up
Click here to access to the Application Form as approved by the Selection
Committee. You can also generate a pdf file and print it out
You can access here to consult the partner’s
progress report. It can help you to perform the
checks
Click on « Show expenditure list » to start the checks on the declared
expenditure
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Expenditures in certification Expenditures in certification process by the Controller process by the Controller [2][2]
Here the magnifying glass allows you to see
the elements related to the
declared expense
When you tick the box, the amount declared by the partner is automatically
reported. You can correct the amount, only lowering
it. If a partner made a mistake and declared an
amount too small you can ask the Lead partner to
cancel his validation and to send back the expense to
the partner
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Expenditures in certification Expenditures in certification process by the Controller process by the Controller [3][3]
Feel free to comment your decisions
Once you have finished checking the expenditure, click on « Certify
selected expenditure »
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Expenditures certified but not Expenditures certified but not included in a validated included in a validated
certificatecertificate
Tick the boxes and then produce a
certificate of expenditure
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Certificate of expenditure [1]
Click here to include the checked expenses into the
certificate
Enter each chapter to answer the compulsory
checks
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Certificate of expenditure [2]This icon will allow you to
generate a pdf version of the certificate and to print it out once you have finished the
checks
You needn’t save the definite document if you want to leave the
website without having finished your checks. You can stop and get
back to the document anytime, you only need to save the information
completed in each chapter. Click here to validate once you
have entirely completed the certificate
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Certificate of expenditure [3]
As mentioned above, you can leave and get
back to the website anytime. Here is the
screen displayed while you are completing a
certificate
Click here to enter an ongoing
certificateClick here to
delete a certificate that
has been created by mistake
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Certificate of expenditure [4]
Control checklist containing all the
checks that must be performed
Feel free to comment your
choices
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Certificate of expenditure [5]
Here is the screen that corresponds to the First Level Controller certificate itself.
Please make sure that you fill in all the empty boxes. If your control is duly completed, get back to the homepage to validate, print out
and sign the certificate.
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Certificate of expenditure [6]
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In some Member States, the controller’s certificate has to
be validated by the responsible National Authority
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Validation by the responsible National Authority (if necessary) [1]
In some Member States, the National Authority responsible
for First Level Control must validate the controller’s
certificate in order to finalise the procedure
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Validation by the responsible National Authority (if necessary) [2]
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The Lead Partner gathers all the certificates and produce
a payment claim
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To create a payment claim (Lead partner) [1]
In the homepage, click on « Show payment claims list »
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To create a payment claim (Lead partner) [2]
Click here to include the certificates of your partners and also yours in the payment claim
Switch to final only if it is the project’s last
payment claim
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To create a payment claim (Lead partner) [3]
When you click “Add certificates to this payment claim”, this screen appears. Tick
all the boxes on the right hand side and then click « Add checked
certificates » to include them in the payment claim
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To create a payment claim (Lead partner) [4]
You will enter this chapter to make you
payment claim statement
You can check here that the payment claim is complete
and that the project budget is respected
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To create a payment claim (Lead partner) [5]
Please make sure that you complete all the empty boxes. When you have finished,
return to the Payment Claim home page in order to validate it,
print it out and have it signed
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To create a payment claim (Lead partner) [6]
Click here to validate definitively the document and
print it out
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Each partner enters activities on PRESAGE CTE and the
Lead partner enters activities also at project level
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Progress report [1]
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Progress report (partner) [2]
Each partner must describe the actions
and achievements for every component
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Progress report (Lead partner)[3]
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Reporting Reporting periodperiod
Date of Date of submission to submission to
the JTSthe JTS
11stst April – 30 April – 30thth SeptemberSeptember
3030thth November November
11stst October – October – 3131stst mars mars
3131stst may may
Submission to the JTS within the Submission to the JTS within the deadlines mentioned in the Subsidy deadlines mentioned in the Subsidy
contractcontract
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Documents to be submitted to the JTS
Payment claimPayment claim The certificates delivered by the The certificates delivered by the
controllers to each partner (Lead controllers to each partner (Lead partner included) and their annexes partner included) and their annexes
Consolidated progress report by the Consolidated progress report by the Lead partnerLead partner
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Thank you / MerciThank you / Merci
STC MEDSTC MED