Support and Documents for Project Partners

This page summarizes the information and documents required for working with us, namely for submitting a funding request, as well as for implementing and completing your project. In order to make it easier for you to complete the documents, you can find FAQs for projects starting from 2018 at the end of the page.

FAQs for projects starting from 2018

Project Idea

Each project starts with an idea. This first step takes account of Robert Bosch Stiftung GmbH’s approach that projects are developed and decided in a two-step process consisting of idea and application. The project idea provides the first insights into a project’s broad outline, in terms of its focus, budget, and structure.

Project Application

In the project application, you will describe your project, define its goals and explain how you want to achieve these. If your project idea receives a positive evaluation, Robert Bosch Stiftung GmbH will invite you to submit an application.

Budget Plan

The budget plan is your financial calculation, created based on your application. It is divided into activities and cost items and reflects the project’s (focus) cost structure (total and RBSG funds). Funds provided must be used according to the activities detailed in the budget plan. If, in the course of the project, changes become apparent that exceed the approved reallocation allowance per activity, these must be agreed upon and approved in writing by Robert Bosch Stiftung GmbH. Please provide an updated calculation to your contact at Robert Bosch Stiftung GmbH.

As budget changes may arise during the implementation of the project, it is permittable to reallocate saved funds to other (existing or new) activities, provided that this reallocation does not change the nature of the project. If the amount to be reallocated is within the allowance amount for approved activities, you are free to make the changes without prior consultation. If the approved reallocation allowance is exceeded, new activities are created or you are unsure about what to do, please get in touch with your contact at Robert Bosch Stiftung GmbH in good time. A change to the budget plan that exceeds the reallocation allowance always requires a written application before the end of the support period. You will need to explain the reasons and provide an updated budget plan (documents for project application). The change to the budget plan must be confirmed in writing by Robert Bosch Stiftung GmbH. Unauthorized changes to the budget plan will result in the corresponding funds being reclaimed.

The reallocation allowance is agreed at a fixed, maximum percentage rate per activity. You will find your specific reallocation allowance below the budget plan in your contract. If not all funds for an activity are needed in the course of the project, the saved amount can be reallocated to another agreed activity. The reallocation allowance represents the maximum amount up to which you can make changes to the budget plan without the prior approval of Robert Bosch Stiftung GmbH. The reallocation allowance does not apply to new activities that were not yet included in the budget plan at the time the project was approved by Robert Bosch Stiftung GmbH. Creating new activities always requires the written approval of Robert Bosch Stiftung GmbH.

Payment Plan

All amounts to be paid out during the support period are entered in the payment plan. This enables you to align the payout of funds requested from Robert Bosch Stiftung GmbH to the expected course of the project. Your responsible project manager at the Bosch Robert Bosch Stiftung can advise you regarding payment installments and frequency.

    Project Review

    In the project review, you describe the results, impact achieved, experiences and learning processes your project has entailed. It is particularly important to state how your project has developed and changed compared to the original planning (project proposal) during the implementation phase.

    Evidence of Use

    To ensure that you have used the funds provided by Robert Bosch Stiftung GmbH as per your contract and for charitable purposes, you will usually have to submit a statement detailing the evidence of use at the end of your project. This requirement is stipulated in your contract. Evidence of use is the comparison of planned and actual project costs. Based on this statement, Robert Bosch Stiftung GmbH examines the following questions:

    • Was the amount provided by Robert Bosch Stiftung GmbH used charitably and economically?
    • Were the funds made available for the project spent on the supported purpose?
    • Were the contractual conditions adhered to during project implementation?
    • Evidence of use must contain the required confirmation clause (cf. template under Documents for Partners) and a signed copy must be submitted to Robert Bosch Stiftung GmbH. Digital scan copies are permissible.

    List of Receipts

    The list of receipts is an overview of all your project expenses. You will only need to list those expenses that were covered from the funds provided by Robert Bosch Stiftung GmbH. Each receipt must be numbered and filed consecutively. Please make sure that the allocation of receipts to the list of receipts and to the activity and cost item in the budget plan of the contract is clear. Transfer the receipt date, the issuer of the invoice or payment recipient, the invoice amount and the project reference from the receipt to the list of receipts. If the project reference is not listed on the receipt, you can add an explanation in the comments field. Under “Cost Item with Code”, enter the cost item according to the budget plan.

    Yes, provided that all information requested in the “List of Receipts” form can be found in the balance lists.

    Receipts

    Please refer to your contract (Annex 5, Notes on Document Management) to find out whether you must submit receipts to Robert Bosch Stiftung GmbH as soon as the project ends to account for the funds provided. As a rule, Robert Bosch Stiftung GmbH reserves the right to request individual receipts for examination if necessary. Individual receipts must be numbered in accordance with the list of receipts and filed in the same order as they appear on it.

    As a rule, it is sufficient to submit receipts for expenses covered by the funds provided by Robert Bosch Stiftung GmbH. All receipts must be submitted in electronic form, in TIF or PDF format and in black and white with a resolution of up to 300 dpi.

    Auditable documents include invoices, receipts, cash reports, travel expense reports, and such. The documents must clearly indicate the final recipient (e.g. issuer of the invoice) of the funding amount. It is important that the project reference is clearly identifiable. If this is not the case, you can explain/add it directly on the receipt or in the list of receipts. A taxi receipt must include, for example, the route (point of departure and destination), occasion (e.g. project meeting), reason (e.g. heavy luggage) and, if applicable, other travelers. A restaurant bill must state the reason for the event as well as the participants and their roles.

    If an invoice has been settled from several sources, the amount allocated to Robert Bosch Stiftung GmbH’s funds must be noted on the receipt. If the receipt includes individual/different items, you can mark and total them on the receipt. If a cost item is distributed among several funding sources, please specify the calculation basis for the split.

    To settle travel expenses, please use the “Travel Expenses” form, to be found under “Further Documents”.

    Add all individual receipts (tickets, boarding passes, taxi receipts, etc.) to this form. If airplane tickets and/or boarding passes are not available, an invoice with confirmation from the passenger that the flight was taken and that no third-party reimbursement has been made will be accepted as suitable proof. Private vehicles or taxis should only be used in justified cases. The reason must be noted on the travel expense statement or the individual receipts. For car trips in Germany, up to €0.30 per kilometer can be claimed.

    HR costs are accounted for in different ways depending on the type of position. In the case of full-time positions on the project, an extract from the payroll accounting or account statements is sufficient. In the case of part-time jobs, an overview must be created showing the hours spent on the project or the percentage share of the respective hourly remuneration (extract from the payroll accounting).

    Contracts must always be fixed in writing and include the following points:

    • subject matter of the contract
    • clear description of the contractor’s services
    • calculation basis for the remuneration (e.g. hourly rates, daily rates)
    • tax, insurance and other obligations (e.g. whether VAT is included)

    The invoice must include the following points:

    • general information: name, address, tax ID of fee recipient
    • services rendered
    • service period or the number of hours worked
    • VAT rate, if applicable

    In addition to the standard details, the actual event and number of people served must be given when hospitality costs are invoiced. In addition to the standard invoice information, the number of overnight stays, number of people and length of stay must be itemized for the paid costs of overnight stays. Reservation confirmations are not accepted as receipts.

    Any foreign-language receipts – other than those in English – must be translated roughly into English or German so that the cost item, project reference and invoice amount are clear.

    In the case of transfers to contract partners outside the euro zone, the first conversion takes place when the payment installment(s) (according to the payment plan specified in the contract) is transferred from Robert Bosch Stiftung GmbH to the contract partners. The foreign currency amount received by the contract partner, including the exchange rate upon receipt, must be verified with a bank statement.

    Should there be further conversions into other currencies during the course of the project, the conversion rate at the time of the conversion must be stated for each conversion (invoice or bank statement).  

    Ideally, one or more columns should be added to the list of receipts so that the individual conversion steps can be displayed clearly and comprehensibly. It must be possible to understand how the euro amount was calculated using the individual conversion steps into the respective foreign currency.

    Example: You are a contract partner in the USA and receive RBSG funding in two installments (conversion from EUR to USD when transferring the payment installments). However, you not only pay invoices in USD, but some of the invoices are due in Mexico, for instance, i.e. there is an additional conversion from USD to MXN at the time of the invoice settlement. The list of receipts must clearly show when and at what rate the EUR grant of Robert Bosch Stiftung GmbH was converted into USD and when and at what rate the USD amount was further converted in order to pay the invoice in MXN. In turn, the MXN amount of the invoice can then be traced back in two steps to a EUR amount claimed from Robert Bosch Stiftung GmbH.

    If you are a contract partner in the euro zone and also pay invoices in other currencies, the exchange rate at the time of conversion (= time of invoice settlement) for each invoice must be stated in the list of receipts.

    If no receipt is available for a minor service (e.g. parking ticket, payphone, etc.) or an in-house service or if the receipt has been lost, an internal receipt can be accepted as replacement in exceptional cases.

    An internal receipt must include the following information:

    • recipient of payment with full address
    • type of expenditure (e.g. parking ticket)
    • reason for payment, which clearly shows the project reference
    • date of expenditure
    • costs (total and individual prices, if applicable) with VAT shown or reference to tax exemption
    • documentation of the amount (e.g. price list)
    • reason for internal receipt (e.g. loss, theft, use of a vending machine that does not produce a receipt)
    • confirmation, e.g. “I confirm the accuracy and completeness of my information and certify that I will not be reimbursed for these costs by any other third party and that I have not applied for nor will I apply for reimbursement of these costs from any other third party.”
    • date of issue
    • signature of the issuer/payee (and preferably a second person authorized to represent the institution, e.g. a board member)

    The support period is specified in the contract. Only expenses incurred and settled during this period can be claimed. The invoice date and the period of service provision are decisive.

    We only require receipts with the evidence of use in the case of cooperation agreements with foreign partners. For domestic partners, a statement of evidence of use alone is sufficient. Detailed information can also be found in the contract annex under "Notes on Accounting and Document Management".

    What is meant by “economical use of funds”?

    For charity law reasons, Robert Bosch Stiftung GmbH is obliged to ensure that the funds it makes available to projects are used economically and for charitable purposes only. Examples of this are described in the "Principles of the Economic Use of Funds" (link to document download on the website / annex in your contract).