narrative reporting saturiskā atskaite

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Narrative reporting Saturiskā atskaite

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Narrative reporting Saturiskā atskaite. Saturiskā atskaite …. … ļauj popularizēt projektu ārējā vidē (programmas pārstāvjiem, uzraudzības ekspertiem, auditam, EK u.tml.) … ir viegls veids pierādīt, ka Jūsu projekts ir “dzīva būtne” , ne tikai papīru un rēķinu kaudze. - PowerPoint PPT Presentation

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United by borders theme

Narrative reporting

Saturisk atskaite

1

allows marketing the project to the external environment (Programme, monitoring experts, audit, EC, etc.)

is an easy way to prove that your project is a living being rather than a bunch of papers and accounts.2Narrative ReportBENEFITS FROM REPORTINGPositive results of Programme monitoring and external evaluation by EC/NA/etc. (Good monitoring depends on having reliable, relevant and timely information about the activities, outputs and outcomes of your project).Contractual obligation: Well-prepared and timely reporting will facilitate receiving the expected payments on time.Monitoring tool: Do not consider regular reporting from all partners only as an administrative obligation, it is also a real opportunity to check and measure overall project progress.

A monitoring tool to ensure reliable, relevant and timely information about activities, outputs and outcomes of the project ( , , , ).

A communication tool that if report is jointly agreed allows all partners ( , )to be aware of each others activities, joint project results ( );to communicate externally with one voice ( ).

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auj popularizt projektu rj vid (programmas prstvjiem, uzraudzbas ekspertiem, auditam, EK u.tml.)

ir viegls veids pierdt, ka Jsu projekts ir dzva btne, ne tikai papru un rinu kaudze. 3Saturisk atskaite BENEFITS FROM REPORTINGPositive results of Programme monitoring and external evaluation by EC/NA/etc. (Good monitoring depends on having reliable, relevant and timely information about the activities, outputs and outcomes of your project).Contractual obligation: Well-prepared and timely reporting will facilitate receiving the expected payments on time.Monitoring tool: Do not consider regular reporting from all partners only as an administrative obligation, it is also a real opportunity to check and measure overall project progress.

A monitoring tool to ensure reliable, relevant and timely information about activities, outputs and outcomes of the project ( , , , ).

A communication tool that if report is jointly agreed allows all partners ( , )to be aware of each others activities, joint project results ( );to communicate externally with one voice ( ).

34Atskaitans grafiks1.izvleLaika grafiks

Projekta stenoanas laiksGala atskaiteGL parakstanaUZSKANA(pakalpojumu nodroinana, piegu, celtniecbas darbu veikana, aktivitu stenoana u.c.)Lguma izpildes termiNOSLGUMS(skotnj piegu un darbu pieemana)Starpposma atskaiteStarpposma atskaite(izvles)Atskaitans, noslguma aktivittes 3 monthsIzdevumi nav attiecinmiGala maksjums un/vai gala pieemana tikai piegdm un bvdarbiem In case, where no expenditure verification report is required the Beneficiary has to provide a list of the financial and supporting documents covering the respective period and a printout of the project account showing project's income and expenditure and payments received in the period of the current Interim Report. 45Atskaitans grafiks 2.izvle

Laika grafiksProjekta stenoanas laiksGala atskaiteLguma izpildes termi2. starp-posma atskaite ... starp-posma atskaite Izdevumi nav attiecinmi1. starp-posma atskaite 6 mnei6 mnei6 mnei6 mneiGL parakstanaUZSKANA(pakalpojumu nodroinana, piegu, celtniecbas darbu veikana, aktivitu stenoana u.c.)NOSLGUMS(skotnj piegu un darbu pieemana)Atskaitans, noslguma aktivittes3 mneiGala maksjums un/vai gala pieemana tikai piegdm un bvdarbiem submission of the interim reports: no later than one month after each 6 month period. any further pre-financing will be made not later than the interim report is approved + 45 days allowed for Contracting Authority to make the payment

Article 15.1 of the GC (replaced in Article 7.2.13 of the SC): (about 70% of previous payment is spent), otherwise the requested instalment will be reduced for amount not spent within the previous instalment.56Option 2Reporting period formulas

6 monthsInterim report can be submitted earlier if further pre-installment is required(6 + 1) monthsInterim reporting period can be extended in exceptional cases.NB. Solid reasons & individual basis6 monthsDesired standard.in case it is expected that soon the project reach 70% threshold.In case core project activity should be soon completed, etc.672.izvleAtskaitans perioda formulas

6 mneiStarpposma atskaiti iespjams iesniegt trk, ja nepiecieams nkamais maksjums(6 + 1) mneiStarpposma atskaites periods var tikt pagarints izmuma gadjumos.NB. Nepiecieams pamatojums & tiek izskatts individuli6 monthsVlamais standartsin case it is expected that soon the project reach 70% threshold.In case core project activity should be soon completed, etc.7

NB.After 45 days are expired Beneficiary may deem the interim report approved. However, the JTS informs the project about this fact by e-mail.8JTS and Beneficiary:Cooperation schemeReport approved by the JTSReport generated by JTS and sent to Beneficiary by e-mailThe report template should be sent out one month before the reporting period ends. The project should submit the completed report not later than one month after the reporting period. => Project has actually 2 months for working with reportBut all changes should be finalised earlier8

NB.Pc 45 dienm finansjuma samjs var uzskatt, ka starpposma atskaite ir apstiprinta, tau ATS informs par to ar e-pasta starpniecbu. 9ATS un finansjums samjs:sadarbbas shmaATS apstiprina atskaitiATS ener atskaiti, nosta finansjuma samjam pa e-pastuThe report template should be sent out one month before the reporting period ends. The project should submit the completed report not later than one month after the reporting period. => Project has actually 2 months for working with reportBut all changes should be finalised earlier9

Once report is generated no changes may apply to current reporting period.Report in accordance with the latest updated Application Form (i.e. including changes approved in the current reporting period).Should you have any change after report is generated plan it for the next reporting period!10Report vs. ChangesChangesapplicableSTARTR1R2Reporting periodReportgeneratedReportgeneratedChangesapplicable(t)

Kop atskaite ir enerta, nedrkst tikt veiktas izmaias, kas attiecas uz konkrto atskaites periodu.Atskaite tiek sagatavota atbilstoi pdjai apstiprintajai projekta pieteikuma formai (t.i. iekaujot izmaias, kas veiktas attiecgaj atskaites period).Ja radusies nepiecieamba veikt izmaias pc tam, kad ir enerta atskaite plnojiet ts nkamajam atskaites periodam!Atskaite un izmaias projektIzmaias attiecinmasSTARTR1R2Atskaitans periodsTiek enertaatskaiteTiek enertaatskaiteIzmaias attiecinmas(t)

Beneficiary:Contents of narrative report is a consolidated input of all project partners (including lead partner).Compulsory form attached to Grant Contract (Annex VI) serves to submit narrative report to the Programme.

Project partners have no standard form for narrative reporting. They may follow:same structure as in Annex VI;any template developed and agreed within the partnership.Content of narrative report - 11212Administrative routine: regular collection of info/docs from all partners (timesheets)

Benefit of using smae compulsory format by all partners easy to make consolidated report.

Finansjuma samjs:Saturisk atskaite ir visu projekta partneru (t.sk. vado partnera) apkopots dokuments. Obligts formts atskaites iesnieganai Programmai pievienots Granta Lgumam (Pielikums VI)

Projekta partneriem nav standarta formas saturiskajai atskaite, var izmantot:tdu pau struktru k Pielikum VI;jebkdu formu, ko izstrdjui un par kuru vienojuies partneri. Atskaites saturs- 11313Administrative routine: regular collection of info/docs from all partners (timesheets)

Benefit of using smae compulsory format by all partners easy to make consolidated report.

The minimum information each partnershould include into interim and/or final narrative report:A description of all activities carried out and all outputs (materials, etc.) produced during the reporting period;An assessment of the results of the activities during the reporting period;A list of all contracts (services, supplies and works) awarded above;A description of fulfillment of visibility and communication requirements with relevant attachments (such as copies of publications);Information, which allows the Programme (and external assessors) to evaluate the project impact.14Content of narrative report - 2

Miniml informcija, ko katram partnerim btu jiekauj starpposma un/vai gala atskait:Visu atskaites period stenoto aktivitu un sasniegumu apraksts;Atskaites period stenoto aktivitu rezulttu izvrtjums;Saraksts ar noslgtajiem lgumiem (pakalpojumu, piegu, bvdarbu);Vizuls identittes un komunikcijas prasbu izpildes apraksts ar atbilstoiem pielikumiem (piemram, publikciju kopijas);Informcija, kas auj Programmai (un rjiem vrttjiem) novrtt projekta ietekmi. 15Atskaites saturs- 2

Use Activity Package logic to reportDistinguish between Outputs and ResultsDemonstrate how you measure your planned results!Report only about actual actions taken and actual partners participatedDo not afraid to report deviations. Complement them with ideas, how to overcome problemsBe precise: put figures, names, dates16Section 2.2. Worksheets IV-VIIIActivities and resultsThese are in Worksheets IV-VIII

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Gatavojot atskaiti izmantojiet aktivitu kopu pieeju emiet vr atirbu starp iznkumiem un rezulttiemPardiet, k Js novrtjat plnotos rezulttus!Atskait iekaujiet informciju tikai par notikum aktivittm un partneriem, kas tajs piedaljuies. Nebaidieties atskait sniegt informciju par novirzm no plnot. Papildiniet ts ar prieklikumiem problmu atrisinanai. Esiet preczi: nordiet skaitus, vrdus/nosaukumus un datumus. 17IV-VIII darba lapas 2.2. sadaa aktivittes un rezultti These are in Worksheets IV-VIII

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Output isproducteventserviceactiondeliverable, etc.directly comes out of planned activity.

as a rule, measured in physical or monetary units.Result isconsequence of the output...direct and immediate effect of the output.

what the output/set of outputs led to or allowed achieving.

...basis for performance indicators to measure the project.18Outputs vs. ResultsOUTPUTS: typically measured in physical or monetary units (number of meetings, seminars, or training sessions, number and type of reports, policy tools or written concepts etc.)

RESULTS: provide info on improvement in capacity/efficiency of partners or enhancement of performance. Indicators chosen should be relevant to the project, quantifiable, reliable and easy to measure.

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Iznkums ir produktspaskumspakalpojums darbbanodevumi utt. radies tiei no plnotajm aktivittm.

parasti izmrms fizisks vai naudas vienbs.Rezultts iriznkuma sekas...radies tie un tltj iznkuma ietekm.

tas, ko iznkums / iznkumu kopa ir paldzjusi sasniegt.

... pamats rezultatvajiem rdtjiem, lai novrttu projektu.19Iznkumi (outputs) un rezultti (results)OUTPUTS: typically measured in physical or monetary units (number of meetings, seminars, or training sessions, number and type of reports, policy tools or written concepts etc.)

RESULTS: provide info on improvement in capacity/efficiency of partners or enhancement of performance. Indicators chosen should be relevant to the project, quantifiable, reliable and easy to measure.

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20Measuring the project !!!Qualitative and quantitative indicators.Set and use indicators, which are clearly linked to project results.Indicators are the tool to measureproject results,achievement of overall and specific objectives of the project.Indicators are the best way toreport about the progress in the project,evidence the performance of the project.How you measure the project is the focal point for evaluation of the project by stakeholders.Results - consider indicators for their measurement. Indicators are used to measure the achievement of the project results along with the process of implementation.Results are direct and immediate effects brought about by the project, which provide, for example, information on improvement in capacity/efficiency of partners or enhancement of performance. Indicators chosen should be relevant to the project, quantifiable, reliable and easy to measure. Examples of result indicators include: number of persons trained, amount of infrastructure investments, number of cooperation networks established, number of follow-up projects; number of institutions that have established new cross- border contacts.20

21Projekta izvrtana!!!Kvalittes un kvantittes rdtji.Nosakiet un izmantojiet rdtjus, kas ir tiei saistti ar projekta rezulttiem.Rdtji ir instruments, lai izvrttu projekta rezulttus,visprju un specifisku projekta mru sasnieganu.Rdtji ir labkais veids, laiziotu par progresu projekt, pierdtu sasniegumus projekta ieviean. Jsu projekta izvrtjumu ieinterests personas izmanto par nozmgu ldzekli projekta novrtan. Results - consider indicators for their measurement. Indicators are used to measure the achievement of the project results along with the process of implementation.Results are direct and immediate effects brought about by the project, which provide, for example, information on improvement in capacity/efficiency of partners or enhancement of performance. Indicators chosen should be relevant to the project, quantifiable, reliable and easy to measure. Examples of result indicators include: number of persons trained, amount of infrastructure investments, number of cooperation networks established, number of follow-up projects; number of institutions that have established new cross- border contacts.21

6 +3 formula:report for 6 months;forecast activities for the next 3 months.Report only about actualactions carried outimplementing bodies (project partners) involved.

NB. Next request for payment is for the next 12 months.22Section 2.3. Worksheet IX Activities timetableThe formula is flexible, given 9 months in the time plan22

6 +3 formula:atskaite par 6 mneiem;prognoze aktivittm nkamajiem 3 mneiem.Ziojiet tikai par faktisko:veiktajm aktivittm;iesaisttajiem partneriem.

NB. Nkamais maksjuma pieprasjums ir sekojoajiem 12 mneiem. 23IX darba lapa 2.3. sadaaAktivitu laika grafiksThe formula is flexible, given 9 months in the time plan23

The list of annexes supplementing report gives the JTS PM a message on how the project is being implementedBeneficiary and project partners are expected to provide the list of annexes to back up the report.24Section 10. Worksheet XIV List of annexesAnnexes aredocumentary of project!First provide only this list so that PM can check what you would like to show and to tell whats actually needed. This helps save time and Mb.24

Atskaitei pievienoto pielikumu saraksts sniedz ATS projektu vadtjam priekstatu par projekta stenoanu. Finansjuma un projekta partneriem ir jsniedz pielikumu saraksts, lai apliecintu atskait sniegto informciju.25XIV darba lapa 10.sadaa Pielikumu sarakstsPielikumi dokument projektu!First provide only this list so that PM can check what you would like to show and to tell whats actually needed. This helps save time and Mb.2526Responsibilities

BeneficiaryJTS Project Managerfirst consult about extension of reporting period with project partners before applying to JTS;ensure the interests of all partners are consulted while preparing the consolidated report;Provide fully completed and sound consolidated report.provision of pre-filled template of report;provide exhaustive comments about the report (if any) in 45 days;inform that the report was approved;provide timely report-related information.2627Atbildba

Finansjuma samjsATS projektu vadtjskonsultjas ar partneriem par atskaites perioda pagarinanu pirms ATS uzrunanasprliecins, ka visu partneru intereses ir emtas vr, gatavojot konsolidto atskaiti; sniedz pabeigtu un patiesu konsolidto atskaiti.sagatavo iepriek aizpildtu atskaites formu;nepiecieambas gadjum 45 dienu laik sniedz izvrstus komentrus;inform, ka atskaite ir apstiprinta;laicgi nodroina ar informciju, kas attiecas uz atskaiti. 27

that partnership is a core of your project;to show in the report, howpartners have been involved in the project implementation,project implementation was coordinated, Activities, implemented by different partners, build upon one another to produce joint results;to make reporting a part of your administrative routine;to keep JTS regularly informed about project events;to submit the reports on time;to regularly monitor project implementation against work plan and logframe indicators;to make sure your report is easy to read and to understand.Do not forget2828Administrative routine: regular collection of info/docs from all partners (timesheets)

Will there be a minimum/max number of pages for reports?

Follow the agreements set in the Partnership Agreement:Reporting obligations and deadlines for partners;role of each partner in reportingReporting form to be used by partners Retention and collection of documents

: ; ; ; ;

*********************************************************** ; ; ! , , ., , .

Jsu projekta pamat ir partnerba;nordt projekt, k partneri tika iesaistti projekta stenoan, tika koordinta projekta stenoana, partneru stenots savstarpji saistts aktivittes radjuas kopgus rezulttus; padart atskaitanos par dau no administratvs ikdienas;regulri informt ATS par paskumiem projektu ietvaros;atskaites iesniegt laicgi;regulri uzraudzt projekta stenoanas gaitu atbilstoi darba plnam un loisks matricas rdtjiem; prliecinties, ka Jsu sagatavot atskaite ir skaidra un viegli saprotama. Neaizmirstiet29Administrative routine: regular collection of info/docs from all partners (timesheets)

Will there be a minimum/max number of pages for reports?

Follow the agreements set in the Partnership Agreement:Reporting obligations and deadlines for partners;role of each partner in reportingReporting form to be used by partners Retention and collection of documents

: ; ; ; ;

*********************************************************** ; ; ! , , ., , .

Joint Technical SecretariatApvienotais tehniskais sekretaritsThank you!Paldies!

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