COORDINATOR'S DAY GRANT AGREEMENT PREPARATION IT TOOLS 01/03/2017 Common Support Centre IT unit - RTD J4
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
Participant Portal HOME PAGE 3
Login My AREA My Project(s) Manage Project (1) (2) (3) 4
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
Grant Preparation Process A Process box consists of different sections 6
Grant Preparation how to 7
GAP Process Grant Agreement data Complete G.A. data before submitting to EU (1) (2) 8
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
Beneficiaries (1) List imported from Proposal xxxxxxxxxxxxxxx Click to go to the details of the Coordinator/Beneficiary (see next slide) 10
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
Beneficiaries (3) Financial Information Budget Tables are imported from Proposal
Beneficiaries (4) Project Representatives imported from Proposal
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
Beneficiaries (6) Coordinator / Bank Account Bank Account linked 15
Beneficiaries (7) Link / Add Third Parties Linked 3 rd Parties need to register and are validated like Beneficiaries 16
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
General Information Project Number, Duration, Start date. 18
Reporting Periods 19
GA Information 20
Grant Options (1) Top of the screen The selected Articles will be included in the Grant Agreement 21
Grant Options (2) Bottom of the screen Can be added by the EU officers 22
Financial Information Pre-financing amount for information If Guarantee Fund (H2020): 5 % Hyperlinks 23
Legal & Financial Overview (Read-only) 24
Add Work Packages from Part B of your Proposal After pressing OK and save, complete the Effort 25
Add Deliverables from Part B of your Proposal Deliverables have to be linked with Work Packages!!!! 26
Add Milestones from Part B of your Proposal 27
Project Reviews will be completed by the Project Officer 28
Add Risks from Part B of your Proposal 29
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
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
Documents (1) Upload DOA Part B Generated automatically Template Upload DOA Part B PDF Generated automatically 32
Documents (2) DOA Part B Uploaded SAVE 33
Coordinator submits the Grant Preparation data to the EU services EU OFFICERS are notified 34
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
Grant Agreement ready how to 36
If G. A. data validated by EU Officers G. A. ready for Signature PLSign signs GA (1) Notification (1) (2) 37
G. A. signed by PLSIGN EU signs later YELLOW = signed 38
Declaration Forms Accession Forms Declarations of Honour have to be signed first!!!!! how to 39
Declarations of Honour Signed YELLOW = signed 40
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
Pre-financing 42
Pre financing Letter Notification 43
Continous Reporting Process how to 44
Continous Reporting launched when Start Date of Project is reached Upload Deliverables (Beneficiaries) Submit Deliverables to EU Officer (Coordinator) Notification 45
Processes used during 46
Processes Top of the screen Reporting / Payment Amendments (Consortium requested, Commission initiated) 47
General Information 48
Manage Project Document LIBRARY PROJECT Documents 49
Manage Project Communication Center 50
Manage Project Process - Communication Messaging Facility (1) 51
Manage Project PROCESS -Communication Messaging Facility (2) 52
Manage Project FORMAL Notification 53
More Information HELP???? 54
More Information available at the Participant Portal Guide for Grant Agreement Preparation http://ec.europa.eu/research/participants/data/ref/h2020/gra nts_manual/gap/h2020-guide-gap_en.pdf http://ec.europa.eu/research/participants/docs/h2020- funding-guide/grants/from-evaluation-to-grantsignature/grant-preparation_en.htm https://webgate.ec.europa.eu/fpfis/wikis/display/ecresearchg MS/1.+Grant+Management+Services+tool 55
HELP???? FAQ 56