Common use of Periodic reports — Requests for interim payments Clause in Contracts

Periodic reports — Requests for interim payments. The coordinator must submit a periodic report within 60 days following the end of each reporting period. The periodic report must include the following: (a) a ‘periodic technical report’ containing: (i) an explanation of the work carried out by the partners; (ii) an overview of the progress towards the objectives of the specific action, including milestones and deliverables identified in Annex1. This report must include explanations justifying the differences between work expected to be carried out in accordance with Annex 1 and that actually carried out. The report must detail the exploitation and dissemination of the results and — if required in Annex 1 — an updated ‘plan for the exploitation and dissemination of the results’. The report must indicate the communication activities[.][;] [OPTION for trans-national access to research infrastructures: The report must detail the access activity, indicating the members of the selection panel, the selection procedure, the exact amount of access provided to the user groups, the description of their work, and information on the users (including names, nationality and home institutions).] [OPTION for virtual access to research infrastructure: The reports must detail the access activity, with statistics on the virtual access provided in the period, including quantity, geographical distribution of users and, whenever possible, information/statistics on scientific outcomes (publications, patents, etc.) acknowledging the use of the infrastructure;] (iii) a summary for publication by the [Commission][Agency]; (iv) the answers to the ‘questionnaire’, covering issues related to the action implementation and the economic and societal impact, notably in the context of the Horizon 2020 key performance indicators and the Horizon 2020 monitoring requirements; (b) a ‘periodic financial report’ containing: (i) an ‘individual financial statement’ (see Annex 3) from each partner [and from each linked third party] , for the reporting period concerned. The individual financial statement must detail the eligible costs (actual costs, unit costs, flat-rate costs [ and lump sum costs]; see Article 5) for each budget category (see Annex 2). The partners [and linked third parties] must declare all eligible costs, even if — for actual costs, unit costs and flat-rate costs — they exceed the amounts indicated in the estimated budget (see Annex 2). Amounts which are not declared in the individual financial statement will not be taken into account by the [Commission][Agency]. If an individual financial statement is not submitted for a reporting period, it may be included in the periodic financial report for the next reporting period. The individual financial statements of the last reporting period must also detail the receipts of the specific action (see Article 10 FPA). Each partner [and each linked third party] must certify that: - the information provided is full, reliable and true; - the costs declared are eligible (see Article 5); - the costs can be substantiated by adequate records and supporting documentation (see Article 24 FPA) that will be produced upon request (see Article 23 FPA) or in the context of checks, reviews, audits and investigations (see Article 28 FPA), and - for the last reporting period: that all the receipts have been declared (see Article 10 FPA); (ii) an explanation of the use of resources and the information on subcontracting (see Article 11) and in-kind contributions provided by third parties (see Articles 9 and 10) from each partner [and from each linked third party], for the reporting period concerned; (iii) [OPTION 1 if the JRC is a partner: information on the amount of each interim payment and payment of the balance to be transferred by the [Commission][Agency] to the Joint Research Centre (JRC);][OPTION 2: not applicable;] (iv) a ‘periodic summary financial statement’, created automatically by the electronic exchange system, consolidating the individual financial statements for the reporting period concerned and including — except for the last reporting period — the request for interim payment.

Periodic reports — Requests for interim payments. The coordinator partner must submit a periodic report within 60 days following the end of each reporting period. The periodic report must include the following: (a) a ‘periodic technical report’ containing: (i) an explanation of the work carried out by the partnerspartner; (ii) an overview of the progress towards the objectives of the specific action, including milestones and deliverables identified in Annex1. This report must include explanations justifying the differences between work expected to be carried out in accordance with Annex 1 and that actually carried out. The report must detail the exploitation and dissemination of the results and — if required in Annex 1 — an updated ‘plan for the exploitation and dissemination of the results’. The report must indicate the communication activities[.][;] [OPTION for trans-national access to research infrastructuresinfrastructure: The report must detail the access activity, indicating the members of the selection panel, the selection procedure, the exact amount of access provided to the user groups, the description of their work, and information on the users (including names, nationality and home institutions).;] [OPTION for virtual access to research infrastructure: The reports must detail the access activity, with statistics on the virtual access provided in the period, including quantity, geographical distribution of users and, whenever possible, information/statistics on scientific outcomes (publications, patents, etc.) acknowledging the use of the infrastructure;] (iii) a summary for publication by the [Commission][Agency]; (iv) the answers to the ‘questionnaire’, covering issues related to the action implementation and the economic and societal impact, notably in the context of the Horizon 2020 key performance indicators and the Horizon 2020 monitoring requirements; (b) a ‘periodic financial report’ containing: (i) an ‘individual financial statement’ (see Annex 3) [from each the partner [and from each linked third party] , for the reporting period concerned. The individual financial statement must detail the eligible costs (actual costs, unit costs, flat-rate costs [ [and lump sum costs]; see Article 5) for each budget category (see Annex 2). The partners partner [and linked third parties] must declare all eligible costs, even if — for actual costs, unit costs and flat-rate costs — they exceed the amounts indicated in the estimated budget (see Annex 2). Amounts which are not declared in the individual financial statement will not be taken into account by the [Commission][Agency]. If an individual financial statement is not submitted for a reporting period, it may be included in the periodic financial report for the next reporting period. The individual financial statements of the last reporting period must also detail the receipts of the specific action (see Article 10 FPA). Each The partner [and each linked third party] must certify that: - the information provided is full, reliable and true; - the costs declared are eligible (see Article 5); - the costs can be substantiated by adequate records and supporting documentation (see Article 24 FPA) that will be produced upon request (see Article 23 FPA) or in the context of checks, reviews, audits and investigations (see Article 28 FPA), and - for the last reporting period: that all the receipts have been declared (see Article 10 FPA); (ii) an explanation of the use of resources and the information on subcontracting (see Article 11) and in-kind contributions provided by third parties (see Articles 9 and 10) 10 [from each the partner [and from each linked third party], for the reporting period concerned; (iii) [OPTION 1 if the JRC is a partner: information on the amount of each interim payment and payment of the balance to be transferred by the [Commission][Agency] to the Joint Research Centre (JRC);][OPTION 2: not applicable;] (iv) a ‘periodic summary financial statement’, created automatically by the electronic exchange system, consolidating the individual financial statements for the reporting period concerned and including — except for the last reporting period — the request for interim payment.[OPTION if Article 12

Periodic reports — Requests for interim payments. The coordinator must submit a periodic report within 60 days following the end of each reporting period. The periodic report must include the following: (a) a ‘periodic technical report’ containing: (i) an explanation of the work carried out by the partners; (ii) an overview of the progress towards the objectives of the specific action, including milestones and deliverables identified in Annex1. This report must include explanations justifying the differences between work expected to be carried out in accordance with Annex 1 and that actually carried out. The report must also detail the exploitation and dissemination of the results and — if required in Annex 1 — an updated ‘plan for the exploitation and dissemination of the results’. The report must indicate the communication activities[.][;] ; [OPTION for trans-national providing access to research infrastructures: The report must detail the access activity, indicating the members of the selection panel, the selection procedure, the exact amount of access provided to the user groups, the description of their work, and information on the users (including names, nationality and home institutions).] [OPTION for virtual providing access to research infrastructure: virtual services The reports must detail the access activity, with statistics on the virtual access provided in the period, including quantity, geographical distribution of users and, whenever possible, information/statistics on scientific outcomes (publications, patents, etc.…) acknowledging the use of the infrastructure];] (iii) a summary for publication by the [Commission][Agency]; (iv) the answers to the ‘questionnaire’, covering issues related to the action implementation and the economic and societal impact, notably in the context of the Horizon 2020 key performance indicators and the Horizon 2020 monitoring requirements; (b) a ‘periodic financial report’ containing: (i) an ‘individual financial statement’ (see Annex 3) from each partner [and from each linked third party] , for the reporting period concerned. The individual financial statement must detail the eligible costs (actual costs, unit costs, flat-rate costs [ and lump sum costs]; see Article 5) for each budget category (see Annex 2). The partners [and linked third parties] must declare all eligible costs, even if — for actual costs, unit costs and flat-rate costs — they exceed the amounts indicated in the estimated budget (see Annex 2). Amounts which are not declared in the individual financial statement will not be taken into account by the [Commission][Agency]. If an individual financial statement is not submitted for a reporting period, it may be included in the periodic financial report for the next reporting period. The individual financial statements of the last reporting period must also detail the receipts of the specific action (see Article 10 FPA). Each partner [and each linked third party] must certify that: - the information provided is full, reliable and true; - the costs declared are eligible (see Article 5); - the costs can be substantiated by adequate records and supporting documentation (see Article 24 FPA) that will be produced upon request (see Article 23 FPA) or in the context of checks, reviews, audits and investigations (see Article 28 FPA), and - for the last reporting period: that all the receipts have been declared (see Article 10 FPA); (ii) an explanation of the use of resources and the information on subcontracting (see Article 11) and in-kind contributions provided by third parties (see Articles 9 and 10) from each partner [and from each linked third party], for the reporting period concerned; (iii) [OPTION 1 if the JRC is a partner: information on the amount of each interim payment and payment of the balance to be transferred by the [Commission][Agency] to the Joint Research Centre (JRC);][OPTION 2JRC);][OPTION: not applicable;] (iv) a ‘periodic summary financial statement’’ (see Annex 3), created automatically by the electronic exchange system, consolidating the individual financial statements for the reporting period concerned and including — except for the last reporting period — the request for interim payment.

Periodic reports — Requests for interim payments. The coordinator must submit a periodic report within 60 days following the end of each reporting period. The periodic report must include the following: (a) a ‘periodic technical report’ containing: (i) an explanation of the work carried out by the partners; (ii) an overview of the progress towards the objectives of the specific action, including milestones and deliverables identified in Annex1. This report must include explanations justifying the differences between work expected to be carried out in accordance with Annex 1 and that actually carried out. The report must also detail the exploitation and dissemination of the results and — if required in Annex 1 — an updated ‘plan for the exploitation and dissemination of the results’. The report must indicate the communication activities[.][;] ; [OPTION for trans-national providing access to research infrastructures: The report must detail the access activity, indicating the members of the selection panel, the selection procedure, the exact amount of access provided to the user groups, the description of their work, and information on the users (including names, nationality and home institutions).] [OPTION for virtual providing access to research infrastructure: virtual services The reports must detail the access activity, with statistics on the virtual access provided in the period, including quantity, geographical distribution of users and, whenever possible, information/statistics on scientific outcomes (publications, patents, etc.…) acknowledging the use of the infrastructure];] (iii) a summary for publication by the [Commission][Agency]; (iv) the answers to the ‘questionnaire’, covering issues related to the action implementation and the economic and societal impact, notably in the context of the Horizon 2020 key performance indicators and the Horizon 2020 monitoring requirements; (b) a ‘periodic financial report’ containing: (i) an ‘individual financial statement’ (see Annex 3) from each partner [and from each linked third party] , for the reporting period concerned. The individual financial statement must detail the eligible costs (actual costs, unit costs, flat-rate costs [ and lump sum costs]; see Article 5) for each budget category (see Annex 2). The partners [and linked third parties] must declare all eligible costs, even if — for actual costs, unit costs and flat-rate costs — they exceed the amounts indicated in the estimated budget (see Annex 2). Amounts which are not declared in the individual financial statement will not be taken into account by the [Commission][Agency]. If an individual financial statement is not submitted for a reporting period, it may be included in the periodic financial report for the next reporting period. The individual financial statements of the last reporting period must also detail the receipts of the specific action (see Article 10 FPA). Each partner [and each linked third party] must certify that: - the information provided is full, reliable and true; - the costs declared are eligible (see Article 5); - the costs can be substantiated by adequate records and supporting documentation (see Article 24 FPA) that will be produced upon request (see Article 23 FPA) or in the context of checks, reviews, audits and investigations (see Article 28 FPA), and - for the last reporting period: that all the receipts have been declared (see Article 10 FPA); (ii) an explanation of the use of resources and the information on subcontracting (see Article 11) and in-kind contributions provided by third parties (see Articles 9 and 10) from each partner [and from each linked third party], for the reporting period concerned; (iii) [OPTION 1 if the JRC is a partner: information on the amount of each interim payment and payment of the balance to be transferred by the [Commission][Agency] to the Joint Research Centre (JRC);][OPTION 2JRC);][OPTION: not applicable;] (iv) a ‘periodic summary financial statement’, created automatically by the electronic exchange system, consolidating the individual financial statements for the reporting period concerned and including — except for the last reporting period — the request for interim payment.