Marie Curie Career Integration Grants Monitorıng your project

Transcription

1 Research Executive Agency David Wizel REA P3 Marie Curie Integration Grants and Researchers Night Marie Curie Career Integration Grants Monitorıng your project Prague, 22 September 2011

2 To help experienced researchers establish a research career in Europe ERG: For former Marie Curie fellows IRG: For European researchers who are active outside Europe Main Deliverable : An more independent Researcher with improved chances of having a successful research career in Europe. Important contribution to the European Research Area

3 Unit P.3 Reintegration Grants (RG) and Researchers Night Fredrik Olsson Hector Head of Unit Project Officers RG Telephone Laurent Correia Monica Hoek Chantal Huts Nuria Perez-Moneo- Santos Petra Reiter Christina Totté David Wizel

4 Marie Curie Reintegration Grants After the signature..what s next?

5 REPORTING

6 Purpose of Reporting Show REA (and taxpayers) that the funds are being used as intended. Demonstrate that contractual obligations are fulfilled Showing that policy objectives are met Make sure that projects are on track» Help us correct problematic projects» Help us indentify success stories

7 Contractual Obligations Researcher should be covered by work agreement Declaration of conformity Also indirectly from reports Researcher should be working on the project and the field of research. Assessment of Periodic Report (or mid-term review report) The project should be the one described in Annex I. There can be deviations in the actual results and intended results. The main deliverable is a Researcher becoming more independent and standing better chances of having a continued research career.

8 Guidance notes on project reporting

9 Reporting & General Project Management Marie Curie Actions Financial Guidelines Reporting Guidance Notes Sesam online reporting tool Participant Portal FORCE-FormC Editor Guide to Financial Issues relating to FP7 Indirect Actions IPR Helpdesk Amendment Guide for FP7 Grant Agreements Presentations from Barcelona meeting

10

11

12

13 Reporting on scientific results and reintegration: Duration Reporting period 1 Reporting period 2 Submission due IRG days after the end of the RP IRG ERG but now only one reporting period IRG/ERG 24 Only 1 Reporting period 1-24 See Article 3 of the Grant Agreement for the Reporting Periods! The REA sends a reminder per to the contact person for administrative, legal and financial issues

14 Reporting on scientific results and reintegration ERG/IRG: Content: Publishable summary Overview of project objectives as stated in Part B Attainment/ implementation of project objectives so far incl. notably the reintegration Significant results Deviations; their reason and corrective action Explanation of use of resources (ALL costs) Dissemination activities (IRG) Project Management Please mind to send the Declaration of conformity!

15 Periodic Report, 3.1 Explanation of use of resources Please provide all costs related to the reintegration Salary of the researcher Laboratory staff EUR Please add the costs of the salary of the researcher

16 Role of scientific reviewers REA relies on scientific review on a case-by-case basis Ethic reviewers in case of ethical monitoring

17 FINANCIAL REPORTING

18 Lump sum/flat rate funding Reintegration Grants are genuine flat rates which are not subject to verification of actual costs incurred: they are paid on the basis of the accomplishment of the action. In other terms, what shall be checked is whether the generating events corresponding to the activities financed by the lump sums, and not the related costs. The European Commission made an ex-ante assessment, when fixing these rates, that they do not generate profit. In principle, they cover a fraction of the cost of reintegrating the researcher: they are only an encouragement to the beneficiary, not a full coverage of expenses.

19 Lump sum/flat rate funding Actual spending and budget transfer between years is not relevant. The grant shall only be reduced in the situation of improper, partial or late implementation of the agreed work: there is no ex post reduction of the grant amount in case the beneficiary has made cost-savings neither any increase if they attracted additional sources of funding.

20 Payment modalities Pre-financing (45 days after entry into force of GA or after start date) Interim payments (IRG) based on reception of periodic report Final payment based on reception of final report Deadline for payment starts at reception of signed/stamped original form c with a previous electronic submission of form c and of the correct periodic/final report Certification of costs (audit) is NOT needed (EU contribution 375,000 )

21 Payments IRG Project start: 1st prefinancing of 50%, which amounts to ,-, minus 5% for the Guarantuee fund 2nd prefinancing of 40% after acceptance interim report IRG of 48 months: ,- IRG of 36 months: ,- 3rd payment of remaining 10% + reimbursement from Guarantuee fund

22 Payments ERG Project start: 1st prefinancing of ,- (ERG 36 months) minus 5% for the Guarantuee fund 2nd payment of remaining amount at the end, after acceptance of final report + reimbursement from Guarantuee fund

23 Form C Interim (IRG only!) Insert only the lump sum IRG of 48 months: Report after 24 months =

24 Form C Stamp/Signature by responsible person from financial services

25 Form C Interim (IRG only!) REA receives the Form C (signed paper copy + online) Checks the scientific report (online)

26 Form C ERG REA receives the Form C and checks the scientific report Payments: Prefinancing of ,- minus 5% for the Guarantuee fund within 45 days (see start date) 2nd (final) payment at the end, after acceptance of final report + reimbursement from Guarantuee fund

27 Form C Final (IRG and ERG) Insert only the lump sum IRG of 48 months 2 nd Form C after 48 months Covering 24 months = ERG of 36 (24) months: Form C covering the entire period

28 Submission of scientific report Scientific report - electronic submission via SESAM NO ORIGINAL REPORT IS NEEDED (RECENT) In case of incorrect/ missing information Rejection of report by PO Resubmission of report

29 Submission of Form C Financial report electronic submission via FORCE Part of the information is prefilled Monobeneficiaries click twice to submit the form C (as participant and as coordinator) Original paper version of Form C to be signed by someone representing the financial services/ accountancy of the host institution

30 Timetable Submission of reports (original, signed version) within 60 calendar days after the end of the reporting period 105 days for the REA to check the reports and to transfer the next payment REA can stop the clock in case of incorrect information/ data or if documents are missing 105 days period suspended until reception of missing data/documents

31

32 The Research Participant Portal

33 The Research Participant Portal Portal contact person is mentioned in the GPF during negotiation in NEF as «administrative contact person». S/He will manage the access rights to the project (delegation of roles) Contact your P.O. should you wish to change the Portal contact person

34 Amendments Exchange of letters between the beneficiary and the REA: written request signed by the authorised representative and REA approval letter signed by HoU

35 Amendments Cases: Change of host in exceptional duly justified cases Change of start date Change of authorised representative Change of banking details Change of description of work (Annex I part B) Suspension / Part time: request needed researcher is deemed to work full time for the project Early termination (reports if prefinancing paid) Please notify change of scientist in charge, addresses or contact details

36 IT Helpdesk PO no advisor for IT applications! address:

37 Guidance documents Negotiation guidance notes Standard model GA: Annex II and III Reporting guidelines

38 Information FP7 Enquiry Helpdesk FP7 FP7 IT Helpdesk URF LEAR

39 Thank you very much for your attention! děkuji!