COORDINATOR'S DAY GRANT AGREEMENT PREPARATION

Transcription

1 COORDINATOR'S DAY GRANT AGREEMENT PREPARATION IT TOOLS 01/03/2017 Common Support Centre IT unit - RTD J4

2 Consortium EU Project Officer sum of scientific/technical, budgetary, administrative, and legal information on your project GRANT AGREEMENT DATA Core Grant Agreement Annex 1 Description of the Action (project description) Annex 2 Budget other annexes 2

3 Participant Portal HOME PAGE 3

4 Login My AREA My Project(s) Manage Project (1) (2) (3) 4

5 Manage Project Process List screen 1 st Process Grant Preparation Process Project Data Process color coding PLSign of each Beneficiary has to sign Declaration of Honor Manual!!! 5

6 Grant Preparation Process A Process box consists of different sections 6

7 Grant Preparation how to 7

8 GAP Process Grant Agreement data Complete G.A. data before submitting to EU (1) (2) 8

9 The different TABS Icons Meaning of Icons No missing information Deadlines included in Invitation Letter Meaning of Icons Missing information: blocking For information only Missing information: not blocking at this point 9

10 Beneficiaries (1) List imported from Proposal xxxxxxxxxxxxxxx Click to go to the details of the Coordinator/Beneficiary (see next slide) 10

11 Beneficiaries (2) Partner Summary Add Department carrying out the work (for each Beneficiary) Data "read-only" validated (to be validated) by EU Validation team 11

12 Beneficiaries (3) Financial Information Budget Tables are imported from Proposal

13 Beneficiaries (4) Project Representatives imported from Proposal

14 Beneficiaries (5) Coordinator / Bank Account Record Bank Account at the Portal will be validated by EU services Can be selected after validation by EU services 14

15 Beneficiaries (6) Coordinator / Bank Account Bank Account linked 15

16 Beneficiaries (7) Link / Add Third Parties Linked 3 rd Parties need to register and are validated like Beneficiaries 16

17 Beneficiaries (8) Third Parties Add Budget details of linked Third Parties In the Proposal, you specified a cumulative budget for each Beneficiary and its linked 3rd parties. In the Grant Agreement, this must be resolved into separate budgets. The sum remains unchanged. 17

18 General Information Project Number, Duration, Start date. 18

19 Reporting Periods 19

20 GA Information 20

21 Grant Options (1) Top of the screen The selected Articles will be included in the Grant Agreement 21

22 Grant Options (2) Bottom of the screen Can be added by the EU officers 22

23 Financial Information Pre-financing amount for information If Guarantee Fund (H2020): 5 % Hyperlinks 23

24 Legal & Financial Overview (Read-only) 24

25 Add Work Packages from Part B of your Proposal After pressing OK and save, complete the Effort 25

26 Add Deliverables from Part B of your Proposal Deliverables have to be linked with Work Packages!!!! 26

27 Add Milestones from Part B of your Proposal 27

28 Project Reviews will be completed by the Project Officer 28

29 Add Risks from Part B of your Proposal 29

30 IF ETHICS Requirements (1) Follow-up of warnings to be done by EU Project Officer EthSR automatically released to applicants at the time of Invitation to Grant Preparation or as soon as it becomes available afterwards 30

31 IF ETHICS Requirements (2) Ethics Requirements with Compliance Date after signature date are converted to Ethics Deliverables 1 Work Package created automatically (if at least 1 Requirement with compliance date after Grant signature) 1 Deliverable created automatically per Requirement (with compliance date after Grant signature) 31

32 Documents (1) Upload DOA Part B Generated automatically Template Upload DOA Part B PDF Generated automatically 32

33 Documents (2) DOA Part B Uploaded SAVE 33

34 Coordinator submits the Grant Preparation data to the EU services EU OFFICERS are notified 34

35 After 1 st submission to EU EU Officers can send the G.A. data back to the Consortium if revisions needed. (-> Notification) (1) (2) "Ping-Pong" (Consortium EU, EU Consortium, Consortium-> EU,.)!!! DEADLINES!!! 35

36 Grant Agreement ready how to 36

37 If G. A. data validated by EU Officers G. A. ready for Signature PLSign signs GA (1) Notification (1) (2) 37

38 G. A. signed by PLSIGN EU signs later YELLOW = signed 38

39 Declaration Forms Accession Forms Declarations of Honour have to be signed first!!!!! how to 39

40 Declarations of Honour Signed YELLOW = signed 40

41 G. A. signed by EU Accession Forms Notification After G.A. signed by EU, Accession Forms have to be signed by PLSIGN of each of the Beneficiaries (30 days) YELLOW = signed 41

42 Pre-financing 42

43 Pre financing Letter Notification 43

44 Continous Reporting Process how to 44

45 Continous Reporting launched when Start Date of Project is reached Upload Deliverables (Beneficiaries) Submit Deliverables to EU Officer (Coordinator) Notification 45

46 Processes used during 46

47 Processes Top of the screen Reporting / Payment Amendments (Consortium requested, Commission initiated) 47

48 General Information 48

49 Manage Project Document LIBRARY PROJECT Documents 49

50 Manage Project Communication Center 50

51 Manage Project Process - Communication Messaging Facility (1) 51

52 Manage Project PROCESS -Communication Messaging Facility (2) 52

53 Manage Project FORMAL Notification 53

54 More Information HELP???? 54

55 More Information available at the Participant Portal Guide for Grant Agreement Preparation nts_manual/gap/h2020-guide-gap_en.pdf funding-guide/grants/from-evaluation-to-grantsignature/grant-preparation_en.htm MS/1.+Grant+Management+Services+tool 55

56 HELP???? FAQ 56