grant agreement preparation overview - europa · paperless grant management - principles •...
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Grant Agreement PreparationOverview
Lionel Boillot – Call Coordinator
http://www.fch.europa.eu/
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Grant agreement preparation (GAP) in H2020
H2020 GAP – the process overviewKey novelties – what's new
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Evaluation
a time-bound process
Invitation togrant preparation
Grant Agreement Preparation Prefinancing
fully electronic process
H2020 GAP – the process overview
committed to make it simpler and quicker
Grant signaturee-signature
Accession GA
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Time-bound processInvitation to
grant preparation Grant signatureCall deadline
Proposal Evaluation Grant Agreement Preparation Prefinancingsubmission
Accession GA
Deadlines for submission are firm
GA must be countersigned by FCH2 JU on 23/12/2016 latest
8 months max.
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No-negotiation
Your proposal is taken "as is"The Grant Agreement (GA) is prepared on the basis of the proposal selected forfundingProposals are evaluated on their merit and not on their potential
BUT this does not mean "no change at all"Changes to meet legal and/or financial requirements (additional instructions)Changes that are necessary:
Requirements resulting from ethics reviewDue to removal of a participant (if agreed)Correction of clerical errors and obvious inconsistenciesRecommendations in Evaluation Summary Report
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Electronic-only grant managementE-only: paper-free process endorsed by e-signatureBased on "Chain of trust" enabling e-signatureIdentity and Access Management (IAM)Roles enabling e-signature
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Declaration of honour
The Grant Agreement
Accession Forms
the coordinator and each beneficiary,signed by the LSIGN
- first the coordinator, by the LSIGN- second the EU EC/Agency
each beneficiary - by the LSIGN
Electronic-only grant management
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IT system suite for grant management
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IT system suite for grant management
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IT system suite for grant management
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IT system suite for grant management
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IT system suite for grant management
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Participant Portal (PP)Paperless Grant Management
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Paperless Grant Management - Principles
• Participant Portal as single gateway for all exchanges
• Single sign-on: One user name and password (ECAS) gives access to allfunctions
• Personalised web space after login: you see all your assets related to yourproposals, grants, expert account…
• Transparency: Everybody having a role on a project sees the full archive ofall exchanges and documents
• Flexible management of roles and access rights: most roles to beassigned/revoked by the Consortium itself
• Digital sealing of documents; digital signatures replacing papersignatures
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Public access ECAS login orregistration
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Personalisedaccess
to the IT tools
Personalised accessto the user account
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PCoCoPCoCo
CoCoCoCo
TaMaTaMa
TeMeTeMeTeMe
PaCoPaCo
AccAdAccAd
LEARLEAR
PrimaryCoordinatorContact
Organisation roles Project roles
Legal EntityAppointedRepresentative
LSIGNLSIGN
FSIGNFSIGN
LegalSignatory
AccountAdministrator
FinancialSignatory
CoordinatorContact
ParticipantContact
Task Manager
Team Member
Roles - Nomenclature
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Roles (defining specific access rights)
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Legal EntityAppointedRepresentative(LEAR)
AccountAdministrator(AcAd)
Legal Signatory(LSIGN) ;FinancialSignatory(FSIGN)
CoordinatorContact(CoCo);
Project LegalSignatory(PLSIGN) ;ProjectFinancialSignatory(PFSIGN)
ParticipantContact(PaCo)
Task manager(TaMa)
Team Member(TeMe)
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How to acquire roles/access?
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Primary CoCo: from proposal, change via project officerCoCo: from proposal or by another CoCoParticipant Contact, Team Member: from proposal or by CoCo, other PaCoTask Manager: by CoCo or PaCoPLSIGN, PFSIGN: chosen from list of LSIGNs and FSIGNs by CoCo or PaCo
Self-registrant: the person who registers the PICLEAR: paper process, by the legal representative of the organisation, approvalby COMAccount Administrator: by LEARLSIGN, FSIGN: by LEAR/Account Administrator
Access rights are managed by the organisations and consortia themselves(two exceptions!)
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Functions for LEARs:
View or modify yourorganisation's data.
View all roles linked to the PIC.
View list of proposals orprojects.
Functions for self-registrants(before LEAR validation):
View or modify yourorganisation's data.
NAME 99999999 VAT no.
Roles for Organisations
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Organisation roles can be granted/revokedin the "My Organisations" section,
through the blue "OR (Organisation Roles)" icon21
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NAME 99999999
List of names and e-mails ofcontacts linked to the PICnumber of the organisation.
Edit roles:
Add roles or revokeexisting rights byidentifying thee-mail/name of aperson.
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Project roles can be granted/revokedin the "My Projects" section,
through the orange "PC (Project Consortium)" icon23
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View the organisation's basicdetails and list of project roles
Edit roles - if you are Primary Coordinator Contact,Coordinator Contact or Participant Contact
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Assign/revoke access
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The nomination process for LEARs – documents
• LEAR appointment letter:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lear-applet_en.doc
• LEAR role and tasks:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lear-roltas_en.doc
• Terms and conditions of use of the electronic exchange system:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lev-terms-of-use_en.pdf
• Declaration of consent to the terms and conditions of use:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lev-declaration-consent_en.doc
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I do not know whether myorganisation has a LEAR and - ifyes - who it is
Go to the portal, search foryour organisation, use the"Contact LEAR" function
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Terms of use
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Documentation and guidance
- Online manual, sections on roles, grantsignature and LEAR appointment
- Terms and conditions of use
- Video on e-signature
- Video on LEAR appointment
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Find guidance, process by process
(drill-down approach)39
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Find more help about therelated IT tool
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http://ec.europa.eu/research/participants/docs/h2020-funding-guide/user-account-and-roles/roles-and-access-rights_en.htm
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