EU Project Cycle Mangagement
Project Cycle Management Training Handouts

PCM Training Handbook (March 2002)

Introduction to PCM

LCFI Grant Beneficiaries (January 2008)
How to Close Ou ta Gijima KZN Funded Project

Gijima KZN Monitoring System Monitoring Visits

How to Prepare an Interim Monitoring Report

How to Develop a Project Activity Schedule

Managing a Gijima KZN Funded Project

Assisting Grant Beneficiaries with Procurement

Project Generation and Contracting

Observations from Monitoring of Projects

LCFI Project Cycle Management Workshop Agenda

BEF and LCF CAP Grant Beneficiaries (November 2007)
Project Generation Contracting and Procurement

How Can Gijima KZN Assist You Further

Gijima KZN Monitoring System Monitoring Visits

How to Prepare an Interim Monitoring Report

Managing a Gijima KZN Funded Project

How to Develop a Project Activity Schedule

Observatios from Monitoring of Projects

Project Cycle Management Workshop Agenda

Gijima KZN Cycle Management Workshops
Gijima KZN Cycle

Developing the Financial Section of a Business Plan
Proposed Financial Template

Manage the Overall Budget of your Project
Example of a Close Out Audit Expenditure Schedule

Example of an income and Expenditure Schedule

Example of Schedule to record Transaction in a Reporting Period

Manage In-Kind Contributions on your BEF/LCF CAP Project
Summary Record of In-Kind Contributions

Example of table to record Office Cost contributions to the project

Example of Travel Log to record travel on project

Example of a memo to team members setting out time contributions per activity

Manage Contribution on your LCFI Project
Example of Travel Log to record travel on project

Tracking of Human Resources & Office related Expenditure

Manage your Project Generally
Example of an invoice

Project information sheet

Checklist of documents for trance payments

Financial Administrative Formats
Standard Request for payment for Grant Contract

Financial Ident Form

Audit certificate for Grant Contract

Procurement Monitoring & Support Unit - Support Material
Glossary of Terms

South African Revenue Service letter regarding VAT and foreign grants and foreign funded projects

Supplies: Evaluation Grid (EU format)

Supplies: Technical Specifications (EU format)

Supplies: Advertisement for Local Open Tender procedure (EU format)

Services: Gijima KZN generic Short Term Expert Terms of Reference

Services: Evaluation Grid (EU format)

Services: Terms of References (EU format)

Services: Curriculum Vitae (EU format)

Tender Evaluation Guidelines for Grant Beneficiaries

Contents of Procurement Dossier (suggested checklist)

Indicative Timings of CNP for Grant Beneficiaries

Simplified Steps of Procurement for Grant Beneficiaries

Pro forma Procurement Schedule

Example Procurement Schedule for Grant Beneficiaries

EU official Rand/Euro exchange rate (up to August 2008) (click here to access current exchange rate)

Procurement Thresholds (Euro & Rand): Which procurement procedure to apply?

European Commission letter regarding single tenders

Contracting Authority circular letter to all grant beneficiaries regarding single tenders

National Treasury letter regarding the exemption of the prescripts of the preferential procurement policy framework Act No. 5 of 2000 (PPPFA)

Annex II of Grant Beneficiaries’ contract: General Conditions

Annex IV of Grant Beneficiaries’ contract: Procurement by Grant Beneficiaries

Final Report
Annex X Beneficiary Final Monitoring Report PDMT's Declaration

Annex IX Beneficiary Final Monitoring Report Administrative Compliance Checklist (February 08)

Annex VIII Beneficiary Final Monitoring Report Guidance (February 08)

Annex VII Beneficiary Final Monitoring Report Form (February 08)

Interim Reporting
Annex VI Interim Monitoring Report PDMT Declaration

Annex V Beneficiary Interim Monitoring Report Administrative Compliance Checklist (February 08)

Annex IV Beneficiary Interim Monitoring Report Guidance (February 08)

Annex III Beneficiary Interim Monitoring Report Form (February 08)

Annex II Project Activity Schedule

Annex I OVIs

Monitoring Support Material
Gijima KZN Implementation & Monitoring Framework (February 2008)

EU Visibility
Example of Gijima KZN Visibility

EU Visibility Guidelines