As a general rule, the partner is requested to submit an interim report three months before the end of the action.
The objective of the interim report is to let ECHO know where the action stands, whether everything is on track and if non essential changes have been introduced.
Moreover, the interim report is an important management and monitoring tool, which allows for the comparison of the intended objectives with actual achievements.
This report should cover the whole Action regardless the DG ECHO contribution, in principle up to one month before its submission.
When the Interim Report is required the partner will find the timing for its submission in the Article 4.1 of the Agreement.
By default the Interim Report is not required (unless it is operationally justified) in the following cases:
Section 1: General information
1.3.1 Narrative summary This section is optional at interim stage. The narrative summary can be updated to record the changes in the Action since the submission of the proposal. The partner will not report on progress in this section.
1.4.1 Area of intervention This section is optional at the interim stage. The partner has to update the locations if necessary and briefly explain the rationale behind the changes of location, if not explained in other sections of the Single Form.
Section 3: Needs assessment and beneficiaries
3.1.6 Needs and risks analysis The partner will provide as necessary, an update of section 3.1. In particular, it will provide information on new assessment(s) carried out since the submission of the proposals.
3.2.7 Beneficiaries: more details on beneficiaries The partner will comment and provide, if needed, an update on the various beneficiary sections. The partner may explain how the beneficiaries are involved in the implementation of the Action. When relevant, the partner will provide information on difficulties encountered with the selection and involvement of beneficiaries or any other issues in relation to the affected population.
Section 4: Logic of intervention
4.2.3 Indicator of the specific objective: Progress report on indicators: The partner will provide, if needed, an overall update on progress made towards the achievement of the Specific objective.
4.3.5 report on beneficiaries: Progress report on beneficiaries: The partner will provide an overall update on the beneficiaries section if necessary. N.B. A decrease of beneficiaries requires an amendment by mutual consent.
Transfer modalities: Comments on transfer modalities in this result
Indicator (of the results):
- Progress value In the interim report, the partner will provide an update on the progress value if available.
- Update on indicators In this section the partner will provide, when needed, an update on all the indicators.
Activities: Progress report on the activities - In the interim report, the partner will provide an overall update on the progresses made in the implementation of the activities.
4.8 report on preconditions, assumptions and risks: In the interim report, the partner will provide an update on the assumptions, preconditions and risks.
Section 5: Quality Markers
5.1.3 Report on Gender-Age Markers
The partner will report in case of changes in the markers and comments provided in section 5.1.1 and 5.1.2. Information on improvements and setbacks in efforts to integrate gender and age will also be reported.
5.2.3 Report on Resilience Markers
The partner will report in case of changes in the markers and comments provided in section 5.2.1 and 5.2.2 Information on improvements and setbacks in efforts to integrate resilience will also be reported.
Section 6: Implementation
6.1.1 Human Resources and Management Capacities Update. This section is optional at interim stage. The partner should provide an update only in case of changes or in cases where Human Resources aspects of the Action may have a negative effect on the implementation of the Action.
6.3.2 Equipment and Goods This section is optional. The partner should provide an update only in case of changes or in case where equipment and goods aspects may have a negative effect on the implementation of the Action.
6.5 Work plan This section is optional at interim stage. The partner should upload an updated version of the work plan if needed.
6.6.1 Update on security In the interim report, the partner will update section 6.6 only in cases where the section was initially filled in.
6.10 Update on Implementing Partners In the interim report stage, the partner will provide an overall update on the entire implementing partner section.
Section 7: Coordination
7.5 Update on field coordination In the interim report, the partner will provide updates on the coordination section, only when necessary. For instance in case of difficulties in coordination aspects of the Action which could have a significant impact on the implementation of the Action.
Section 8: Monitoring and evaluation
8.4 Update on changes and progress In the interim report, the partner will only provide an update on the monitoring and studies section if necessary.
Section 9: Visibility
9.3 Report on challenges and progress The partner must provide here an update on the implementation of above standard where applicable.
For standard visibility, an update is only required in case of changes compared to the proposal.
Section 10: Financial overview of the action
10.1 Estimated expenditures From a financial point of view, in the interim report, the partner has to update only section 10.1 of the Single Form (the Financial Overview).
The Financial Statement foreseen in section 10.2 should not be updated, unless ECHO specifically requests it. In case of changes in the initial budget presented in the proposal, the partner can either annex an update budget in the interim report or at a later stage through a request for non-essential changes in APPEL.
Section 13: Conclusions and humanitarian organisation’s comments
8.4 Update on changes and progress In the interim report, the partner will only provide an update on the monitoring and studies section if necessary.
