Grant Agreement Preparation Coordinator's day Grant Agreement Preparation IT TOOLS Common Support Centre IT unit - RTD J4 23/09/2016

GRANT AGREEMENT DATA 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

Participant Portal HOME PAGE

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

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

Grant Preparation Process A Process box consists of different sections Actions See p 8

Grant Preparation Grant Agreement data how to

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

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

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

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

Financial Information Beneficiaries (3)

Project Representatives Beneficiaries (4)

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

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

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

Beneficiaries (8) Third Parties of linked 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.

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

Reporting Periods

GA Information

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

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

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

Legal & Financial Overview (Read-only)

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

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

Add Milestones from Part B of your Proposal

will be completed by the Project Officer Project Reviews will be completed by the Project Officer

Add Risks from Part B of your Proposal

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

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)

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

DOA Part B Uploaded SAVE Documents (2)

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

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 !!!

Grant Agreement ready E-Signatures 1. PLSIGN Coordinator 2. EU how to

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

PLSign signs GA (2) Ecas Password

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

PLSIGN of each Beneficiary Declaration Forms Accession Forms E-Signature PLSIGN of each Beneficiary how to Declarations of Honour have to be signed first (see next page) !!!!!

Declarations of Honour Signed YELLOW = signed

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

Pre-financing Letter

Pre – financing Letter  Notification

Continous Reporting Process Start date of Project how to

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

Processes used during Project life cycle

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

Processes Bottom of the screen Amendments … Continous Reporting, ….

General Information Project Documents Communication with EU

Manage Project Document LIBRARY PROJECT Documents

Manage Project Communication Center

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

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

Manage Project FORMAL Notification

More Information HELP ????

More Information available at the Participant Portal Guide for Grant Agreement Preparation http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/gap/h2020-guide-gap_en.pdf http://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/from-evaluation-to-grant-signature/grant-preparation_en.htm https://webgate.ec.europa.eu/fpfis/wikis/display/ECResearchGMS/1.+Grant+Management+Services+tool

HELP ???? FAQ