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Arts Humanities and Social Sciences Research

The School of Arts and Humanities and the School of the Humanities and Social Sciences

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Reporting

Reporting Requirements for EC Projects

Financial, Scientific and/or Periodic reporting requirements on EC grants vary for different scheme types, and also according to whether the project is part of the FP7 or H2020 framework. The project Grant Agreement will set out the specific requirements and reporting periods under Article 4 for FP7 grants and Article 20 for H2020 grants.

Prior to the close of a reporting period, the EC will email the PI and the Research Operations Office with details of the documents to be submitted.  The EC requests that all documents are completed and submitted within 60 days of the close of a reporting period.

Details below provide an introduction to reporting for different research grant types, but do check the Grant Agreement to confirm requirements for a specific project. Templates for reporting, and details of any deliverables, can also be found on the participant portal.

ERC

Financial reporting processes are different, depending on whether the grant is part of FP7 or the H2020 framework. Details and links to guidance and templates is provided below:

Financial Reporting

H2020

Under H2020, the following elements comprise the periodic reporting:

  • Portal Sections (Part A) - PI is required to update the portal with a summary of progress, deliverables, publication, dissemination activity and ethics.
  • Technical Report (Part B) - PI compiles a narrative technical report, which is uploaded to the portal
  • Financial Statement - Submission of a statement showing expenditure incurred during the period, which is prepared by the ROO

FP7

For FP7 ERC reporting, the ROO have produced a useful guide which can be found here.

The Financial Reporting periods are usually 18 months in length, and after each period the following documents are completed:

  • Financial Report – a narrative of expenditure incurred during the period, compared to what was forecast, and an update on project progress, delays, and achievements. The PI completes this report.

  • Breakdown of Costs and Budget Follow Up Tables – a breakdown of expenditure between costs categories in the current period, and a budget forecast for all remaining periods. This is completed by the Department Administrator/PI.

  • Form C –confirms expenditure within the period; prepared and submitted by the ROO

Scientific Reporting

ERC projects are split into two scientific periods – a report will be due at the mid-point of the project, and another report is due once the project ends. This report focuses on major achievements of the project and challenges encountered, as well as requesting details of publications and dissemination activities.

MSCA

Under H2020 Individual Fellowships, MSCA Researchers are only required to submit one final activity report after their project ends. This report will include information on project achievements, milestones and the dissemination of results, as well a questionnaire for the host supervisor assessing research training and outcomes, and the participation and contributions of the Researcher. There may also be additional ethics reporting requirements on projects where specific ethical issues have been raised.

EC consortia projects - including Societal Challenges and Industrial Leadership

Reporting periods vary from 12 – 18 months in length, as outlined in the project Grant Agreement. The Coordinator, as lead organisation for the project, takes overall responsibility for the reporting, though technical input and financial information from all partners is necessary.

Projects are generally split into several work packages, with each Beneficiary usually leading on one or more package, and each work package will have associated deliverables and milestones to report on. The Periodic reporting submitted to the EC will contain an update on progress within each work package, as well as details of the expenditure incurred by each Beneficiary during the period.

Where the University of Cambridge is the Coordinator, it is advisable to monitor the progress of all work packages, deliverables and milestones throughout the project to ensure progress is on track and in line with expected outputs. The Coordinator should also take responsibility for disseminating reporting information from the EC to the consortium, and in making partners aware of any associated deadlines.

Please see Working as part of a Consortium for further advice on managing research grants when contributing to a multi-beneficiary project.

 

Reporting Pic
'Analyzing Financial Data' by Dave Dugdale https://www.flickr.com/photos/davedugdale/5099605109/in/faves-138371312@N04/