Coaching with the SME Instrument.
Admin steps for contracting and payment.
A. Before any possible assignment a coach shall:
1. Respond to the call for expression of interest for coaches.
2. For matching to specific SME needs, upload the Competence profile.
3. For contracting, register in the Participant Portal with a personal expert ID.
4. Upon selection the coach will be requested to confirm legal entity and bank account.
B. When a KAM confirms the selection of a coach:
Before receiving a contract the coach must:
1. Request a Casetracker login (via the KAM or directly).
2. Make a coaching plan based on the Needs Analysis and KAM debriefing.
3. Confirm SME's agreement with the plan and 'Go to next step'.
EASME prepares a coaching contract after the approval of the plan.
Please be aware that coaching activities are only eligible for reimbursement, when
they take place AFTER the contract signing date and WITHIN the period mentioned in it.
C. During the job the coach must:
1. Keep a time sheet, signed by the client, of performed activities.
2. Enter a report with coaching results for approval.
D. To receive payment and reimbursement of expenses the coach must:
1. Follow the Reimbursement Rules
2. Upload travel documents, including paper boarding pass etc.
3. Check the payment instructions step by step and video.
Should you have any questions, please refer to:
[email protected]
Good luck!
Jasper HEMMES
Coaching Manager
European Commission
Executive Agency for Small and Medium-sized Enterprises (EASME)
SME Instrument Coaching, Admin steps for contracting and payment. EASME Coaching Team, August 2016, 1 page