CHF Sudan 2015 Standard Allocation Budget Guidelines for NGOs Implementing Partners: FULL PROJECT PROPOSAL
|
|
- Lenard Hicks
- 5 years ago
- Views:
Transcription
1 CHF Sudan 2015 Standard Allocation Budget Guidelines for NGOs Implementing Partners: FULL PROJECT PROPOSAL Contents 1. Purpose Submission of Full Project Proposal Budgets New Elements Method of Submitting the Budget and General Principles Budget Classification and Cost Categories Shared Costs Quarterly Forecast Sector Specific Budget Parameters Cost Effectiveness Analysis Eligible and Ineligible Budget Expenditures
2 1. Purpose These guidance notes have been prepared to assist NGOs implementing partners submitting their Full Project Proposal Budgets. 2. Submission of Full Project Proposal Budgets Once the HC approves the list of pre-approved concept notes, implementing partners are invited to develop full project proposals for technical review. The full project proposals will also be submitted online using the GMS, starting from the pre-approved concept notes that will have been upgraded to full project proposal by the CHF Technical Unit. Implementing partners will revise existing project s budgets based on the recommendations received by their sector leads, taking into consideration the outcomes of the PRG s strategic review of their concept notes. Particularly, implementing partners will be asked to review their original budgets based on a recommended budget amount for the full project proposal. In addition, sector specific budget parameters will be set for Staff and Other Personnel Costs and General Operating and Other Direct Costs. 3. New Elements The structure and budget categories of the full project proposal budget will remain the same as the one submitted with the pre-approved Concept Note. However, when submitting the full project proposal budgets, implementing partners should: i. Revise and re-design the budget within the recommended budget amount from PRG s strategic review; ii. Adhere to sector specific budget parameters (see section 8); iii. For each budget line add quarterly forecast of expenditures (see section 7); iv. Perform allocation of budget lines to standard activities (see Cost Effectiveness Analysis section 9) 4. Method of Submitting the Budget and General Principles The budget should be manually edited on GMS in the Budget tab of the Project Proposal: To facilitate the preparation of the budget, implementing partners can download an offline Excel version (of the template that can be used to edit and perform/verify the calculations. The implementing partner may use the offline version to copy and paste budget details directly onto GMS. The following considerations should be made when completing the online budget: 2
3 I. The budget should be submitted in US$; II. The budget should be in line with the project proposal background, the logical framework, and the workplan included in the full project proposal application; III. For each budget line provide Unit Quantity, Unit Cost and Duration (by month, day or lump sum). Use the Duration field to indicate the frequency of the cost (in the case of an annual salary for example, the Duration would be 12, the Unit Quantity the number of staff, and the Unit Cost the monthly salary). Lump sum costs can be accepted by providing satisfactory description on what the lump sum covers and how it is estimated in the section notes (V). The lump sum should be entered in the Unit Cost field, and both Unit Quantity and Duration should be set to 1. IV. The budget should set out the funding being sought from CHF as a % of full cost of the project charged to CHF on a line by line basis; V. The budget should include sufficient details to justify the budget estimates and notes to explain assumptions, approach and calculations are required in the section notes provided. VI. At the end of each budget section, it is possible to add extra lines by selecting this option: VII. Each change or addition to the budget should be saved by clicking on the Save and Stay option: V. III. IV. 5. Budget Classification and Cost Categories The project budget is classified into nine broad categories: 1. Staff and Other Personnel Costs 2. Supplies, Commodities, Materials (Project Inputs) 3. Equipment 4. Contractual Services (DO NOT USE) 5. Travel 6. Transfers and Grants to Counterparts 7. General Operating and Other Direct Costs 8. PSC Cost 9. Audit Cost 1. Staff and Other Personnel Costs Costs and entitlements of national and international staff involved in the implementation of the project contracted directly by the agency (including consultants). Such costs may be included as a shared cost percentage of the monthly cost corresponding to the time that the person will dedicate to the project. Staff and other personnel costs should be grouped and sorted by two sub-categories: 1.1. Direct Staff Salaries, social security contributions and other related benefits for staff working directly on the project (e.g. programme personnel like health officers, teachers, etc.). 3
4 1.2. Support Staff Salaries, social security contributions and other related benefits for staff engaged in management, support and administrative activities (e.g. country representative, administrative and finance personnel, human resources, logistic managers). Note on seconded staff: personnel working on the project, and being paid by the CHF budget (through the implementing partner), although not directly contracted by the implementing partner (for example Ministry of Health Staff working on specific health or nutrition related activities). These budget lines should be included in section 2, on the basis that the staff is not under the NGO s payroll and working on specific direct project activity. Editing Staff and Other Personnel Costs on GMS I. Itemize each national and international staff by function and grade/level; II. Describe the function / expertise of the consultants hired for the project; III. Insert D if the personnel is a Direct Staff or S if a Support Staff as for the definition provided above. IV. Provide Unit Quantity, Unit Cost and Duration (by monthly or daily rates) for each position; V. If a position is cost-shared, budget the portion of monthly cost that the person will dedicate to the CHF project. VI. Do not include personnel contracted by grantees implementing partners (which go under budget category 6); 2. Supplies, Commodities, Materials (Project Inputs) Costs of inputs for activities directly related to the achievement of the objectives stated in the implementing partner s project proposal, including: Procurement of consumable supplies for project implementation (e.g. drugs, food, NFIs, tents, seeds, tools, etc.); Costs associated with the delivery, storage and distribution of consumable supplies procured by the project, such as transportation, freight, customs, insurance, warehousing and other logistical requirements; Construction works: only the labor costs and known essential materials shall be budgeted and itemized, providing unit /quantity and unit cost. The budget narrative should explain how construction costs have been estimated on the basis of a standard prototype of building (latrine, health post, shelter), type of materials (wood, prefabricated, brick/cement/concrete) and formula or rationale used to estimate construction costs (e.g. per square foot or meter, previous experiences, etc.). Training costs associated with the direct implementation of the project (e.g. Technical training for direct personnel like training of community nutrition workers on Infant and Young Child Feeding practices); Communications materials for training and awareness raising, such as posters, pamphlets, etc., as well as the reproduction of these items. 4
5 Seconded staffs: personnel working on the project, and being paid by the CHF budget (through the implementing partner), although not directly contracted by the implementing partner (for example Ministry of Health Staff working on specific health or nutrition related activities). Editing project inputs costs on GMS I. Provide details of good and services under each header, including description /unit / quantity/ unit cost and notes for each type of input to be procured; II. If an input is in the form of a kit, provide an itemized list of the content of the kit in the notes section. III. All budget lines included in this section should be categorised as Direct. 3. Equipment Procurement of non-consumables for the benefit of project recipients and directly related to the project implementation (e.g. IT equipment for registration, medical equipment, etc.). Low value items should be included in budget section 2. CHF generally does not fund the purchase of vehicles. If included, a strong justification is required. Editing Equipment on GMS 4. Contractual Services (DO NOT USE) All costs for good and services should be inserted in budget section 2, irrespectively of who is providing the service (implementing partner or third supplier). 5. Travel Travel costs of staff, consultants and other project personnel, such as daily subsistence allowance, local flights, hazard pay and other travel entitlements, fuel and vehicle/boat rental costs for staff. Details of the position who will be travelling should be indicated and staff travelling must be posts included in the budget under section1. Editing Travel cost on GMS I. Itemize by international and internal/national travel, cost type and indicate whom the travel cost is for. II. For staff, consultant and other personnel travel, provide details on the number of days, DSA rate and national and international flight costs (round/single trip). 5
6 6. Transfers and Grants to Counterparts Entities receiving sub-grants could be NGOs, government or other non-commercial entities. For each transfer and/or sub-grant provide the estimated cost breakdown of partnership agreements by: 1) staffing; 2) direct project activities and 3) programme support costs: Staffing in a sub-granting amount refers to the cost of personnel recruited by the implementing partner to carry out the services sub-contracted by the agency; Direct project activities are purchase of goods and services categorised by standard activities as appearing in the agency s project logical framework; Programme support costs (PSC) refer to the general operating and office running costs for the partner to carry out the services/works for this project. These should be covered by the overall maximum 7 per cent PSC for the project. Editing Transfers and Grants to Counterparts on GMS 7. General Operating and Other Direct Costs General operating costs, including office running costs, office stationary/supplies, and utilities such as telecommunications, internet, and office rental for the implementation of this project. For these costs provide information of office location. Also to be included in this section other general operating costs such as technical supervisory support, monitoring and evaluation, and reporting. General Operating Costs originating from Khartoum country offices, or from other locations other than the one where the project implementation takes place, are allowable under the conditions for inclusion of shared costs (section 3 of this document). Editing General Operating and Other Direct Costs on GMS I. Lump sum costs can be accepted provided satisfactory description on what the lump sum covers and how it is estimated. II. All budget lines include in this section should be categorised as Support. 6
7 8. Programme Support Costs (PSC) PSC are indirect costs incurred by the implementing partner regardless of the scope and level of its activities and which cannot be traced unequivocally to specific activities, projects or programmes. These costs typically include corporate costs (i.e. headquarters and statutory bodies, legal services, general procurement and recruitment etc.) not related to service provision to a particular project. PSC is charged as a maximum 7 per cent of the approved direct project expenditures (categories 1 to 7) incurred by the implementing partner. Editing PSC on GMS I. PSC costs do not have to be itemized, but entered as a percentage of the direct project expenditures (maximum 7 per cent). I. 9. Audit Cost (for NGOs only) All NGOs must allocate 1 per cent of the direct project expenditures to be retained by UNDP/FU to undertake independent project audits. 6. Shared Costs Sharing costs between different donors and projects under a country programme of an implementing partner is an acceptable practice. The implementing partner may share certain country office costs to different uses and projects, for example staff, office rent, utilities and rented vehicles. The following guidance shall be observed when including shared costs in the project budget: All shared cost must be directly linked to the project implementation and allocated to the CHF project in direct proportion to the benefit or time input the project derives from that shared costs. All shared costs shall be itemized in the budget, following standard accounting practice and based on a well-justified, reasonable and fair allocation system. 7
8 The implementing partner should at any time be able to demonstrate how the costs were derived and explain in the project proposal/logical framework and the interim/final financial report how the calculation has been made (e.g. pro-rata, averages). For staff-related costs, if a position is cost-shared, the percentage of the monthly cost corresponding to the time that the person will dedicate to the project shall be budgeted. Non-staff shared costs should be shared on the basis of an equitable cost allocation system. Accordingly the percentages in the budget are to be assessed and approved by the CHF Technical Unit. 7. Quarterly Forecast The cost of each budget line must be broken down by quarter clicking on the icon appearing on the top right hand side of each budget section : 8. Sector Specific Budget Parameters Budget Parameters have been defined for 2015 Standard Allocations. Staff costs and General Operating and Other Direct costs benchmark % are based on sector specific averages calculated on 2015 preapproved concept notes. Programme Support costs remain allowable to a maximum 7% of other direct costs. All implementing partners must include 1% for audit costs. Implementing partners must ensure that their budgets remain under these % benchmark targets. Please study them carefully and ensure that these costs are fully reflected in the budget. Sector Staff Costs Benchmarks for 2015 (%) General Operating and Other Direct Costs Programme Support Costs Audit Costs COORD. AND COMMON SERVICES 7% 1% EDUCATION 14% 10% 7% 1% NON-FOOD ITEMS AND EMERG.SHELTER 24% 10% 7% 1% FOOD SECURITY AND LIVELIHOOD 16% 10% 7% 1% HEALTH 38% 10% 7% 1% NUTRITION 33% 10% 7% 1% PROTECTION 23% 10% 7% 1% REFUGEE MULTI-SECTOR 17% 15% 7% 1% WATER SANITATION AND HYGIENE 21% 10% 7% 1% 8
9 9. Cost Effectiveness Analysis The purpose of this module is to allocate the budget lines defined for the project under each Standard Activity defined in the Logical Framework module. Note: Only budget lines contained in section 2 Supplies, Commodities, Materials (Project Inputs) and 6 Transfers and Grants to Counterparts will have to be allocated to Standard Activities. Step 1. Navigate to the page: to navigate to this the Costs Effectiveness Analysis page, click on the button visible on the top left corner of the Budget tab of the project proposal. Step 2. Add Standard Activity header. In this page the implementing partner will have to add Standard Activity Header to be allocate by clicking on the button. On click of this button, a dialog will be displayed where the user can select the Standard Activity to be allocated. Note: only Standard Activities previously defined and associated in the Logical Framework will appear in this dialog box. In case Standard Activities were not assigned in Logical Framework, this list would be empty. After providing the required information, the user can click on Save button in the dialog. On click of this button, the header would be saved and a new row for the Header would be displayed. A header code would be generated which would begin with H1 and would get incremented sequentially. Screenshot of the same is displayed below: 9
10 Step 3. Allocate budget lines to Standard Activities. Once the budget header has been added, the Standard Activity name would be displayed in the Budget Header list for each budget line in Project Budget Details section at the bottom of the page. Under this section, all the budget lines for the project which have not been allocated to a Standard Activity would be displayed. The implementing partner can now go to each line and select the Standard Activity: On selecting the Standard Activity, the budget line would move from the budget section and will be placed under the Header Selected. The total cost of the selected budget line would be added to the total of the Budget Header cost: In case the implementing partner wants to remove a Budget line from a Header, the user can select the None Budget header option. On selecting this, the budget line would be moved from the specific Header to the original Budget Section of the Budget line. At the end of the Budget Header sections, we would display the Total Grouped Cost. This would display the total cost of the budget lines that have been allocated to a header. The balance of the Total cost and the Grouped cost would be displayed under Total Ungrouped Cost section. For each Budget Header, the user will see to icons to edit and delete the header. On click of the edit icon, the Edit Header dialog would be displayed with the selected Header details populated. Above the Budget Header sections, user will see a button that can be used to navigate back to the Budget Tab. In addition to this, the user will also have an option to export the Budget Headers along with the budget lines associated with the same in an excel format. Note: The Headers added / edited by the user will be saved immediately. However, the user will have to click on the Save and Stay or Save and Exit buttons after linking budget lines under budget header. 10
11 10. Eligible and Ineligible Budget Expenditures Eligible Expenditures: The budget must contain costs that are necessary and reasonable for the delivery of the objectives of the project. Ineligible Expenditures: Ineligible expenditures will be automatically removed and deducted from the budget. They include: Debts and provisions for possible future losses or debts. Interest owed by the implementing partner to any third party. Items already financed from other sources. Incentives in the form of hardware to government entities. International travel unless directly linked to the delivery of the project objectives. In any case international travel will have to be approved on a case-by-case basis when requested to support project activities. Purchases of land or buildings. Currency exchange losses. Costs related to establishing reserves such as severance reserves or cessation benefits accrued by the implementing partner, contractors or staff. Government staff salaries except with those cases where the government staff has been fully seconded to a CHF funded project. Hospitality expenses, provision of food/refreshments for project staff (potable water is allowed). Incentives, mark-ups, gifts to staff. Fines and penalties. Duties, charges and taxes when these are recoverable by the implementing partner. Global evaluation of programmes. 11
CHF Sudan 2015 Standard Allocation. Project Proposal and Budget Guidelines: SUBMISSION OF CONCEPT NOTES
CHF Sudan 2015 Standard Allocation Project Proposal and Budget Guidelines: SUBMISSION OF CONCEPT NOTES Content 1. Eligibility criteria and allocation process 2. Creation of project Concept Note 3. Project
More informationCERF Budget Template
Updated on 15 Feb 2019 CERF Budget Template CERF Project Budget Please ensure to follow the CERF application budget guidance (also available at https://cerf.un.org/partnerresources/guidanceandtemplates).
More informationAPPLICATION FOR GRANT FUNDING
Funding APPLICATION FOR GRANT FUNDING COUNTRY NAME: Humanitarian Country Teams, cluster or sector leads, agencies and their implementing partners should contribute to the development of this application
More information1.12 Date of budget revision submission: Enter the month and year the budget revision was submitted for approval Prepared by: Enter the name of
Instructions for completion of budget template A guide and toolkit on project budgeting and cost allocation This guide contains a budget template to help organisations calculate the full cost of a particular
More informationYellow cells denote information required to be entered. Grey cells denote no information should be entered.
A guide and toolkit on project budgeting and cost allocation This guide contains a budget template to help organisations calculate the full cost of a particular project or service, including an appropriate
More informationFinancial Reporting Guidelines
SHF Operational Manual: Annex 3 Financial Reporting Guidelines (16 Feb 2018) A. Types of financial reports I. Line level reports-each budget line is updated in detail These are: Interim Financial Report,
More informationThe UN Trust Fund to End Violence against Women Annex 3: Budget Guidelines
Contents The UN Trust Fund to End Violence against Women Annex 3: Budget Guidelines 1. General Guidelines & Requirements... 1 2. Budget for Project Activities... 2 3. Budget for M&E/Audit/Management Costs...
More informationA CEPR / DFID Research Initiative MAJOR RESEARCH GRANT BUDGET GUIDELINES
Coordinated by: In partnership with: A CEPR / DFID Research Initiative MAJOR RESEARCH GRANT BUDGET GUIDELINES 2017-2020 Contents 1 Introduction... 2 2 General rules... 2 3 Definition of Costs... 2 3.1
More informationGRANTEE PORTAL: Working with Proposal Budgets, to Submit
GRANTEE PORTAL: Working with Proposal Budgets, to Submit The following will show you how to create a proposal budget and submit it to the Foundation. LOG IN TO THE GRANTEE PORTAL Please note that the Foundation
More informationANNEXES. Allocation Strategy Paper Annexes Myanmar Humanitarian Fund 2018 Second Standard Allocation
MHF Allocation Strategy Paper - Annexes 1 Allocation Strategy Paper Annexes Myanmar Humanitarian Fund 2018 Second Standard Allocation ANNEXES Annex 1: MHF Operating Principles and Strategic Review... 2
More informationChecklist for Assessing Action Budget and Simplified Cost Options for Grant Contracts
Checklist for Assessing Action Budget and Simplified Cost Options for Grant Contracts The checklist is composed of procedures and checks that apply to - each cost category / subcategory - specific cost
More informationMake sure the client aged receivables balance to the general ledger total. Write off client balances. Pick a date that makes sense: a. b. c. d.
Overview This document provides conversion tips and instructions for entering client and general ledger beginning balances Entering beginning balances in Nexsure entails bringing balances forward from
More informationCentral Budget Entry Munis - Financials: Central Budget Entry
MU-FN-8-F, MU-FN-14-C Central Budget Entry Munis - Financials: Central Budget Entry CLASS DESCRIPTION This class will provide an overview of the Central Budget Entry program that is new to Munis version
More informationCustomer Center Paying an invoice
Customer Center Paying an invoice You can pay invoices from the Invoice & Payments page and navigating to the Pay Bills subtab. Step 1: Navigate to Invoice & Payments page 1. Click Invoice & Payment from
More information6.02 Budgeting-Initial
POLICY The West Virginia Department of Health and Human Resources (DHHR) requires that a detailed line item budget (budget) be prepared and approved for all grants and related agreements negotiated with
More informationANNEX K GUIDELINES and CHECKLIST for assessing ACTION BUDGETs and SIMPLIFIED COST OPTIONS for Union financed GRANT CONTRACTS
ANNEX K GUIDELINES and CHECKLIST for assessing ACTION BUDGETs and SIMPLIFIED COST OPTIONS for Union financed GRANT CONTRACTS Introduction This document includes guidance and a checklist for the Contracting
More informationChapter 18. Indebtedness
Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal
More informationems Technical Guidance
ems Technical Guidance Version 4.9 13/02/18 Page 1 of 55 Contents 1. Introduction... 4 1.1 Regular and Micro-Projects... 4 1.2 About ems... 4 1.3 Support when filling in the application... 4 1.4 Submitting
More informationInformation Technology Return on Investment (ROI) Analysis Instructions
Information Technology Return on Investment (ROI) Analysis Instructions Prepared by Project Management Office April 1, 2003 ROI Analysis Instructions Introduction Beginning April 1, 2003, Project Sponsors
More information3. Fill in figures for revenue, payroll & personnel, general expenses and administrative expenses.
Budget Template Instructions 1. Complete the Budget Template for the program/project for which you are applying for City of Muskogee grant funds. Budget figures should be entered for the program or project
More informationADRION 2nd Call for Proposals - Priority Axis 2 Technical guidance on how to submit a project proposal using the on-line application system ems
ADRION 2nd Call for Proposals - Priority Axis 2 Technical guidance on how to submit a project proposal using the on-line application system ems Version 1-26 March 2018 1 Table of Content 1. Purpose...
More informationA USER GUIDE FOR RESEARCHERS: PROJECT BUDGET PLANNING TEMPLATES
A USER GUIDE FOR RESEARCHERS: PROJECT BUDGET PLANNING TEMPLATES Research Project Management https://research-tools.mun.ca/rpm/ Copyright 2017 Memorial University of Newfoundland TABLE OF CONTENTS Introduction......3
More informationFISCAL POLICY MANUAL SUMMER 2018
FISCAL POLICY MANUAL SUMMER 2018 Children s Services Council of St. Lucie County 546 NW University Boulevard, Suite 201 Port St. Lucie, Florida 34986 772.408.1100 (PHONE) 772.408.1111 (FAX) Web site: www.cscslc.org
More informationUsing the OneHealth tool for planning and costing a national disease control programme
HIV TB Malaria Immunization WASH Reproductive Health Nutrition Child Health NCDs Using the OneHealth tool for planning and costing a national disease control programme Inter Agency Working Group on Costing
More informationAcademy trust budget forecast return: outturn 2016 to Guide to completing the online form
Academy trust budget forecast return: outturn 2016 to 2017 Guide to completing the online form March 2017 Contents 1 Introduction 3 1.1 Who needs to complete the return? 3 1.2 Submission of the return
More informationCDKN Expenses Policy
CDKN Expenses Policy Principal guidelines for suppliers August 2015 Climate & Development Knowledge Network CDKN Expenses Policy August 2015 Page 1 of 13 Contents 1. Introduction 3 2. Expenses Policy 4
More informationOperational Manual 1
Sudan Humanitarian Fund Operational Manual 1 February 2016 FINAL VERSION 1 Also called Terms of Reference in reference to the current Standard Administrative Agreements that donors sign with the Multi
More informationSudan Humanitarian Fund. Operational Manual. November FINAL VERSION.
Sudan Humanitarian Fund Operational Manual November 2017 1 FINAL VERSION 1 This version replaces the SHF Operational Manual dated February 2017. www.unocha.org The mission of the United Nations Office
More informationGrants Administration Office. Space Telescope Grants Management System (STGMS) STGMS User Guide
Grants Administration Office Space Telescope Grants Management System (STGMS) STGMS User Guide June 2018 Table of Contents Introduction... 3 Section 1: Login... 4 Section 2: Navigating STGMS... 5 Section
More informationSMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014
SMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014 Table of Contents Logging On... 3 Navigating the Budget Worksheet... 4 Navigating to other Fund Centers... 5
More informationMunis Budget. Procedural Documentation for East Stroudsburg Area School Disctrict. or more information, visit
Munis Budget Procedural Documentation for East Stroudsburg Area School Disctrict or more information, visit www.tylertech.com. TABLE OF CONTENTS Central Budget Entry... 4 Next Year Budget Reports... 13
More informationBudget Requirements. Note that there are links to two STScI General Grant Provisions:
Budget Requirements All budget submissions must be in accordance with the STScI General Grant Provisions. This document supersedes all previous versions in their entirety and can be found on the STScI
More informationNavigating the Budget Construction Document
Navigating the Budget Construction Document In this process, you will learn to navigate the Budget Construction (BC) document. To learn how to access and open a BC document, please review the Understanding
More informationModule: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11
Module: Budget Processing Topic: Next Year Budget Entry Next Year Budget Entry Munis Version 11 Objective This document provides instructions on how to enter next year budget requests. Overview Departments
More informationGrants Administration Office. Space Telescope Grants Management System (STGMS) STGMS User Guide
Grants Administration Office Space Telescope Grants Management System (STGMS) STGMS User Guide February 2018 Table of Contents Introduction... 3 Section 1: Login... 4 Section 2: Navigating STGMS... 5 Section
More informationMulti-beneficiary Model Grant Agreement
Partnership for Research and Innovation in the Mediterranean Area Programme (PRIMA) Multi-beneficiary Model Grant Agreement Version 5.0 30 January 2018 Disclaimer This document is aimed at assisting applicants
More informationWithholding Tax Reporting for Israel
ERP CLOUD Withholding Tax Reporting for Israel Oracle Financials for EMEA Table of Contents 1. Purpose of the document... 2 2. Assumptions and Prerequisites... 2 3. Feature Specific Setup... 3 Create a
More informationChapter 6. Company Tasks. In this chapter:
Chapter 6 Company Tasks This chapter covers the tasks contained within Sage 50 Accounts Company module. The chapter introduces the topics of prepayments, accruals, budgeting, fixed asset handling and VAT
More informationYEAR END WORKSHOP ESSENTIAL GUIDE
YEAR END WORKSHOP ESSENTIAL GUIDE Co. Registration No: 199804415D Tel: (65) 6295-1998 Fax: (65) 6295-0998 Address: 10 Jalan Besar, #14-01 Sim Lim Tower Singapore 208787 Contents Page PART 1 Year End Procedures
More informationQuickBooks Pro Manual
QuickBooks Pro Manual for Development Organisations Fifth version prepared December 2009 for users of QuickBooks Pro 2006. For limited circulation within Mango and selected NGOs (further information from
More informationDoRIS User manual. December 2011 version 1.0
DoRIS User manual December 2011 version 1.0 1. Introduction... 3 2. Using DoRIS... 3 2.1 What is DoRIS?... 3 2.2 Release 1... 4 2.3 Who can see and do what?... 4 2.3 The Inbox... 4 2.4 The Country view...
More informationConstruction Budget Application Using Procorem
Construction Budget Application Using Procorem User Guide Updated: August 2, 2018 Trademarked names may appear throughout this document. Rather than list the names and entities that own the trademark or
More informationChapter 6- Reports Chapter 6- Reports
Using a computer to keep your farm records makes record keeping easier.and enhances your farm record data. Time savings may be the greatest benefit. While you may not save time during the data entry stage,
More informationThis training guide will demonstrate the Client Site Budgeting Tool.
This training guide will demonstrate the Client Site Budgeting Tool. The Budgeting Tool allows you, on your client site, to build out an individual or an overall comprehensive budget. This is done by mapping
More informationThis guide will give you an overview of the types of expenses you can claim and how to claim them.
GUIDE TO EXPENSES BUSINESS EXPENSES - AN OVERVIEW i4 Pay Partners Limited 71-75 Shelton Street Covent Garden London WC2H 9JQ «dummy» We have put this Guide together in line with all current HMRC guidelines
More informationHansa Financials HansaWorld
Hansa Financials HansaWorld Integrated Accounting, CRM and ERP System for Macintosh, Windows, Linux, PocketPC 2002 and AIX Volume 4: General Modules Assets, Cash Book, Consolidation, Expenses and Quotations
More information6.14 (g) - How to Run CAT Reports HRS Change Report
6.14 (g) - How to Run CAT Reports HRS Change Report Purpose and Overview The HRS Change report identifies employee records that exist in the CAT and have undergone a change in HRS. A change is defined
More information13. Appendix 2 Annual Program & Budget [APB] Preparation Guide
eims User Manual/October 2005 13-1 13. Appendix 2 Annual Program & Budget [APB] Preparation Guide APB Introduction This section is located under the menu options Data Entry/Entity Summary and asks three
More informationPACS Portal Grants Module Create a Funding Proposal
PACS Portal Grants Module Create a Funding Proposal 1 Table of Contents What is the PACS Portal?... 4 Getting a PACS Account... 4 Logging into the PACS Portal... 5 Grants Tab... 6 Workflow... 7 Additional
More informationUser Manual Section 5 Drawdown Module. Drawdown Module
Drawdown Module 5. Drawdown Module... 5-1 5.1 Overview of Drawdown Module... 5-1 5.1.1 Overview of the Voucher Process... 5-1 5.1.2 Glossary of Drawdown Module Terms... 5-2 5.2 Grantee User Tasks... 5-4
More informationProject Budgets! Stay in Control of Your Projects' Finances with. Project Budget Quick Reference WHAT CAN THE PROJECT BUDGETS FEATURE DO FOR ME?
Stay in Control of Your Projects' Finances with Project Budgets! HOW DOES THE PROJECT BUDGETS FEATURE WORK? The Project Budget feature displays planned billings or costs. Actuals versus Planned View compares
More informationOracle. Financials Cloud Implementing Tax. Release 13 (update 17D)
Oracle Financials Cloud Release 13 (update 17D) Release 13 (update 17D) Part Number E89160-01 Copyright 2011-2017, Oracle and/or its affiliates. All rights reserved. Authors: Mary Kalway, Asra Alim, Reshma
More informationDATA ITEM DESCRIPTION
DATA ITEM DESCRIPTION Form Approved OMB NO. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 hours per response, including the time for reviewing instructions,
More informationINTUIT PROA DVISOR PR O G RAM. QuickBooks Desktop Certification
INTUIT PROA DVISOR PR O G RAM QuickBooks Desktop Certification Getting Started Guide Table of Contents TABLE OF CONTENTS QuickBooks ProAdvisor Training Objectives... 1 What s in the Workbook?... 2 Chapter
More informationEuropean Metrology Programme for Innovation and Research (EMPIR) Multi-beneficiary Model Grant Agreement. (EMPIR MGA - Multi)
European Metrology Programme for Innovation and Research (EMPIR) Multi-beneficiary Model Grant Agreement (EMPIR MGA - Multi) Version 5.0 12 March 2018 Version Publication Date 1.0 16.07.2015 Initial version
More informationMicrosoft Dynamics GP. VAT Daybook
Microsoft Dynamics GP VAT Daybook Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document, including
More informatione-application Form User Guide ENI CBC Med Programme - Managing Authority Regione Autonoma della Sardegna
e-application Form User Guide ENI CBC Med Programme - Managing Authority Regione Autonoma della Sardegna eaf - User Guide intro This guide takes you through the electronic application form (eaf) to submit
More informationHCSS Budgeting for Academies. Operator s Manual
HCSS Budgeting for Academies Operator s Manual Contents First Use... 3 Things to consider... 4 System overview... 5 Menu System... 5 Help... 6 Academy menu... 7 Scenario menu... 8 Academy Menu Detail...
More informationFAQ. Questions and answers relating to the 2014 call for proposals for NGO operating grants for funding in 2015 (Latest update September 2014)
FAQ Questions and answers relating to the 2014 call for proposals for NGO operating grants for funding in 2015 (Latest update September 2014) CORRIGENDUM: In the first version of the Application Guide,
More informationMulti-beneficiary Model Grant Agreement for Members
Clean Sky 2 Joint Undertaking (CS2) Multi-beneficiary Model Grant Agreement for Members (CS2 JU Members MGA Multi) Version 5.0 28 November 2017 Disclaimer This document is aimed at assisting applicants
More informationEmployee Instructions for Setting up Direct Deposit
Employee Instructions for Setting up Direct Deposit Please call 617-552-4772 for Help at any time with your Direct Deposit set up Navigation Select Payroll & Compensation from the Self-Service Menu CLICK:
More informationGUIDELINES TO FINANCIAL REPORTING. COSME Finance Sector C1.2 SAG meeting 14 October 2016
GUIDELINES TO FINANCIAL REPORTING COSME Finance Sector C1.2 SAG meeting 14 October 2016 Main speaking points: - A few reminders - Guidelines for the final financial reporting - "What's new", and so what
More informationREIMBURSEMENT GUIDELINES AND BILLING PROCEDURES FOR UTILITY ADJUSTMENTS
REIMBURSEMENT GUIDELINES AND BILLING PROCEDURES FOR UTILITY ADJUSTMENTS Right of Way Division October, 2003 Table of Contents INTRODUCTION...3 GENERAL...3 GENERAL REQUIREMENTS...3 GUIDELINES...3 FINAL
More informationDefault Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid
Default Management Reporting System (DMRS) Correcting Event Failures and the Failed Submitted Events Report Job Aid 2016 Fannie Mae. Trademarks of Fannie Mae. Version 2, Page 1 Table of Contents Purpose...
More informationBPP ROUND Guidelines for Completing the BPP Round 3 Application Budget Template. June 2018
BPP ROUND 3 2018 Guidelines for Completing the BPP Round 3 Application Budget Template June 2018 June 2018 Purpose As part of their application, applicants are required to submit a budget, using the budget
More information2017 Conversion Instructions TaxACT to ATX Individual
Updated 08/27/2017 2017 Conversion Instructions TaxACT to ATX Individual TaxACT is a registered trademark of 2nd Story Software, Inc.2nd Story Software, Inc. does not sanction nor participate in this conversion
More informationGuide to delivering European funding
Guide to delivering European funding Section eight: Costs and expenditure 1 Section eight: Costs and expenditure (v8.0 23 May 2017) About this guide This is just one section in a series of fifteen guidance
More informationEUROPEAN COMMISSION. H2020 Programme. User's Guide for the Personnel Costs Wizard
EUROPEAN COMMISSION H2020 Programme User's Guide for the Personnel Costs Wizard Version 1.0 19 April 2018 Version Publication date HISTORY OF CHANGES Changes Version 1.0 19.04.2018 Initial version for
More informationSAS2000. Financial 2. Training Manual
SAS2000 Financial 2 Training Manual Tribal SchoolEdge Level 1, 17 Madden Grove RICHMOND VIC 3121 Support Centre: Web: https://support.schooledge.com.au/ Email: support.schooledge@tribalgroup.com Tel: 1300
More informationFinancialGuidelines forunitaidgrantees
FinancialGuidelines forunitaidgrantees 6April2018 Table of Contents Purpose and Scope... 4 General Funding Principles... 5 Budgeting... 8 Budget Management... 10 Disbursements... 12 Financial Reporting...
More informationFINANCIAL PROJECTION TOOL (FPT)
FINANCIAL PROJECTION TOOL (FPT) User Guide IMSS Created: 9 May 2013 Updated: 11 June 2013 Version: 1 TABLE OF CONTENTS Financial Projection Tool (FPT) Overview... 4 What Data Is Used?... 4 What Makes a
More informationWyoming Internet Filing System (WYIFS) Sales and Use Tax Module. User Manual. Section 3 New License
Wyoming Internet Filing System (WYIFS) Sales and Use Tax Module User Manual Section 3 New License June 14, 2011 State of Wyoming Department of Revenue Table of Contents WYIFS Sales & Use Tax Module...
More informationGuidelines. 9 th Revision 1 1 May 2016
Guidelines 9 th Revision 1 1 May 2016 1 This sets out the revised Guidelines for the United Nations Trust Fund for Human Security, effective as of 1 May 2016. The eighth revision which became effective
More informationBrown University Tidemark Users Guide
Brown University Tidemark Users Guide Updated March 26, 2015 Table of Contents Tidemark Overview... 2 What is Tidemark?... 2 Logging In and Out of Tidemark... 2 Panels... 2 Panel Layout... 3 Data Slice
More informationTraders Fresh Registration. User Guide. For. Exporter of Unmanufactured Tobacco
Traders Fresh Registration User Guide For Exporter of Unmanufactured Tobacco User Guide Developed by: Version: 1.0 1 P a g e Contents 1. INTRODUCTION... 3 2. PRE-REQUISITES... 4 2.1. Connectivity:... 4
More informationguide to using the enhanced reporting feature
guide to using the enhanced reporting feature Use this document for assistance in using the Enhanced Reports feature under Reporting on the website. Getting started: 1 Log on to the website at axa.com/mrp,
More informationADMINISTRATION REQUIRIMENTS
DAY ONE TRAINING CERF BUDGET AND SESSION ADMINISTRATION REQUIRIMENTS WORKSHOP Objective of this session Understand administrative process for the funding of a CERF project Understand administrative issues
More informationEligible Costing Rules and Financial Management Guidelines
TOP TIPS Alberta Wildfires 2016: Community Organization Partnerships Program Eligible Costing Rules and Financial Management Guidelines WHEN PREPARING YOUR BUDGET For each Budget Category a non-exhaustive
More informationHuman Capital Management 8.9 Planning Budget Process Guide Front Office
Human Capital Management 8.9 Planning Budget Process Guide Front Office DCATS 210-567-7777, option 5 Information Management Client Support Services Training Guide Version 10 March 2012 Budget Process Introduction
More informationAdvanced Financial Statements
Sage 100 Fund Accounting Advanced Financial Statements STUDENT WORKBOOK SAGE LEARNING SERVICES Important Notice: Authentic Sage 100 Fund Accounting training guides display a holographic image on the front
More informationCompensation Setup: Creating Merit Plans
Compensation Setup: Creating Merit Plans This quick guide will walk you through creating merit based compensation plans for your company s merit cycle. STEP #1: CREATE A NEW COMPENSATION PLAN Navigate
More informationOcean Cargo Special Policies Creating and Issuing an Ocean Cargo Special Policy
Ocean Cargo Special Policies Creating and Issuing an Ocean Cargo Special Policy This reference guide provides instructions on how to create, issue, and print an Ocean Cargo Special Policy using the Cargo
More informationTRAVEL PORTAL INSTRUCTIONS
TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE
More informationQuickBooks Company File Setup and Introduction to Customizing QuickBooks
QuickBooks Company File Setup and Introduction to Customizing QuickBooks Contents Welcome and Orientation... 2 Set up the QuickBooks File for Use... 3 Plan Your Customer and Vendor Lists... 4 Customer:Job
More informationWithholding Tax Reporting for Italy
ERP CLOUD Withholding Tax Reporting for Italy Oracle Financials for EMEA Table of Contents 1. Purpose of the document... 2 2. Assumptions and Prerequisites... 2 3. Feature Specific Setup... 2 Create a
More informationThe following Key Features describe important functions in the Account and Loan Transfer service.
Account and Loan Transfer The Account Transfer service makes moving funds between accounts secure and simple. The user will find processing Multi-Entry Transfers and defining Recurring Transfers as easy
More informationStandard Accounts User Guide
Standard Accounts User Guide v. 8.1, Windows February 2016 Table of Contents Table of Contents INTRODUCTION... 4 Installation and Starting of Standard Accounts... 4 Starting Standard Accounts for the first
More informationScheme Management System User guide
Scheme Management System User guide 20-09-2016 1. GETTING STARTED 1.1 - accessing the scheme management system 1.2 converting my Excel file to CSV format 2. ADDING EMPLOYEES TO MY PENSION SCHEME 2.1 Options
More informationFMS View Expense Budget Information
FMS View Expense Budget Information Budget Information Queries To view your operating expense budget (Fund 110) in the Financial Management System (FMS), you create a budget query with specific criteria;
More informationUsing REEFS Payments and Escrow Functions
16-Nov-2017 C A Y M A N I S L A N D S MONETARY AUTHORITY Using REEFS Payments and Escrow Functions 16-Nov-2017 Page 2 of 14 Contents 1 Summary... 3 2 User Roles for accessing the features... 3 3 Payments
More informationStart Here. PRO Package Installation and Set Up Guide
Start Here PRO Package Installation and Set Up Guide Contents Installation Set Up Discussion Points 04 Accounts and Funds Report Sections 05 Creating Your Chart of Accounts Starter Template Account Code
More information3RP 2019 JORDAN INTER-AGENCY APPEAL
3RP 2019 JORDAN INTER-AGENCY APPEAL ACTIVITY INFO PLANNING MODULE STEP-BY-STEP GUIDE Version as of 3 March 2019 Inter-Sector Working Group March 2019 Introduction Activity info is an online database that
More information05_Create Expense Report - New
05_Create Expense Report - New Purpose: How to Access: Audience: The purpose of this task is to create a new Expense Report. Open the Expenses worklet and click Create Expense Report from the Actions section.
More informationAccounts Receivable Process Guide
Accounts Receivable Process Guide The Cash Payment Module and Collection Dashboard Copyright 2018 Homecare Software Solutions, LLC One Court Square 44th Floor Long Island City, NY 11101 Phone: (718) 407-4633
More informationGuide to setting up pay periods
Guide to setting up pay periods PM00104.0416/2 Within this document you will find instructions for creating new pay periods and amending existing pay periods including week 53. We have used the 2015/2016
More informationThe claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.
P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed
More informationUSING THE BUDGET DEVELOPMENT MODULE and ISIS BUDGET REPORTS. in SELF SERVICE BANNER (SSB) Overview
USING THE BUDGET DEVELOPMENT MODULE and ISIS BUDGET REPORTS in SELF SERVICE BANNER (SSB) Overview In March of each year, Departmental Budget Managers will utilize the Banner Budget Development Module in
More informationSynaptic Analyser USER GUIDE
Synaptic Analyser USER GUIDE Version 1.0 October 2017 2 Contents 1 Introduction... 3 2 Logging in to Synaptic Analyser... 3 3 Client Screen... 5 3.1 Client Details... 6 3.2 Holdings... 6 3.3 Income Sources...
More informationUniversity of Delaware UD Financials v9.1 PeopleSoft Grants/Proposals
Copy One Budget Period to Another C-. Using the Copy Budget Period feature The Copy a Budget Period page enables you to copy information from a source budget period to subsequent budget periods, thus avoiding
More informationHow Do I Guide. How do I
Flloriida Safe Famiilliies Network How Do I Guide How do I Access the Trust page... 2 Create a Trust... 2 Access an Existing Trust... 2 Access a General Trust... 3 Access a Dedicated Trust... 3 Document
More information