Management Systems & Record Keeping for ERDF Projects (5676)

Welcome and Introductions

What the European Commission expects

• Regulations and implications for project management and delivery
• Management controls defined
  - At Managing Authority and Intermediate Body level
  - At Project Applicant level
  Group discussion and exchange of best practice

Record Keeping – Project and Beneficiary Activity

Maintaining sound project and organisation control systems covering:

• Project management, reporting and corrective actions
• Project staff - job description, roles and responsibilities, timesheets
• Company and Beneficiary activity - registration, training/action plans, State Aid records
• Recording Outputs and Measuring Results
• Publicity and cross cutting themes
• Implications for Direct Applicants v Co-financed Projects

Introduction to the Afternoon Session

Record Keeping - Financial Management and Claims

Maintaining sound financial and compliance control systems covering:

• Project expenditure - procurement and authorisations
• Project resources and apportionment
• Managing match funding contributions - actual and in-kind
• Management of project claims, checklists, verification and validation

Setting up Management Systems

Practical session reviewing management controls and system procedures
- to include Questions and Answers