Forms and documents

The Mid Term Report is an update of the activity plan and an inventory of available funds. The purpose of the update is to evaluate the use of resources and timetables for projects and programmes. The Mid Term Report and a financial update (use the latest approved Budget-Report excel file for the year) shall be sent to your Programme officer at Union to Union at latest 15 August.

The final request for funds must be submitted to Union to Union by 1 December at latest.

Please e-mail the application to your programme officer Union to Union by 31 May 2022.

The complete application includes:

1. Narrative application
2. Objective matrix
3. Risk matrix
4. Activity matrix with target groups 2023
5. Partner contact information on the Union to Union template
6. Budget on the Union to Union template (one per year)
7. Detailed underlying budget(s) (partners’ own formats)  

Please observe that multilateral projects/programs and bilateral ones have different budget forms and partner information forms.

To elaborate your application, please use the following guideline:

As a reference, Union to Union provides also

Concept Note for application for 2023-2027

Projects with agreement period 2020-2021 must submit a Final Report by 1 March 2022 at latest. If an extension to 2022 has been approved the report submitted by 1 March 2022 shall be a Progress Report covering 2020+2021 instead and the Final report must be submitted next year.

Template for Final Report:

Template for Progress Report:

 Projects with agreement period 2021-2022 submit a Progress Report by 15 March 2022 at latest. Template for Progress Report:

Reporting of the annual support shall reach Union to Union no later than 1 March 2022. The reports must include the following (if there is any problem downloading the templates for narrative reporting, please contact your program officer at Union to Union):

1. Narrative Report on results with the appendix Activity matrix (The narrative report will be divided in two templates due to some updates referring to the financial parts)

 2. Financial Narrative Report

3. Budget/Outcome report (update the excel template used in the midterm reporting, please send the excel file also)

 4. Audit Report (ISA and ISRS, refer to the updated version of the Audit instructions:

5. Management Letter by a chartered accountant. The corresponding Management Response must be submitted by 15 March at the latest.

6. Partner information (update the submitted version from the application)

For reference, please also see the presentations from 2020-11-19:

To receive the link to "Union to Union Web Portal for Annual Reports" (sent by e-mail earlier) please contact your programme officer at Union to Union. 

Assets in a project

In accordance with the requirements of Union to Union, if equipment with lasting value is acquired with project funds, the ownership of the equipment must formally be transferred to the projects local partner within the project’s agreement period, if not used in subsequent project with the approval of Union to Union. If the value of the equipment exceeds 5000 Euros, a copy of the transfer of ownership must be included to the project’s final financial report. If the value of the equipment is less than 5000 Euros a copy of the transfer of ownership does not need to be sent to Union to Union but be kept in the project records for control and audit purposes.

Sample field agreement 

In accordance with the requirements of Union to Union, when funds are transferred to another partner organisation within the project chain, the Swedish unions and Global unions must sign an agreement with that organisation. This sample agreement has been produced as an example to be used by our partner organisations.