European Clearing House for Open Robotics Development Plus PlusEuropean Clearing House for Open Robotics Development Plus Plus

Reporting Procedure and Financial Issues

Marie-Luise Neitz

TUM

Experiment Kick-OffJanuary 15th, 2015

Overview

2

1. Amendment Process

2. Options for Experiment Start

3. Contracts to be signed

4. Funding Components

5. Budget Management Tool

6. Reporting Periods

7. Periodic Reports

8. Cost Claims

Administrative Procedure

3

Amendment Process

Update of the DOW(Publishable Summary & WP tables)

NEF SystemEnter administrative data and budget

(validation!)

Submission in NEF System

Verification loop with the EC

QuestionsSuspension

Resubmission

Administrative Procedure

4

Amendment Process

Update of the DOW(Publishable Summary & WP tables)

NEF SystemEnter administrative data and budget

(validation!)

Submission in NEF System

Verification loop with the EC

QuestionsSuspension

Resubmission

Problem: Validation not properly mirrored in NEF

• Change of Indirect Cost Model: Fabrica 136, CDD M.E.P.E.

• No change of Indirect Cost Model possible: Idelt (no SME)

Administrative Procedure

5

Amendment Process

Legal ValidationIndirect Cost Model

Partner Information Form Legal address, person with right to sign the Grant

Agreement, Administrative Representative, Scientific Representative, LEAR, PIC.

PIC ValidationLegal Entity form and VAT document, SMEs Checklist

Start date Jan. 1st 2015

7

Start date May 1st 2015

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Delay 2 date options to join the project

6

2F3DSSCDEBUREXOTrainerGARoticsMARSTirebot

CoHRoSDexBuddyLA-ROSESLINArm++MODULMOTORE++PickitROARSAPARO

Implications!

Administrative Procedure

7

Contracts to be signed

Grant Agreement via Amendment

Consortium AgreementMandatory to join the project

Optional between the partners for the experiment Template provided by E++

Form Bs

Financial IssuesFunding components

Activity Type (RTD)Cost categoriesEU contribution

Budget

Cost ca

pping!

Subco

ntracti

ng!

€€€

6 monthly financialreporting?

TBD!

€€€

Pre-Financing

Guarantee fu

nd

€€€

Cost Claims

Guarantee fu

nd

Financial IssuesBudget Management Tool on the ECHORD++ Online Portal

Connected to Monitoring Tool!

ReportingReporting Periods

€ €

€ € €

Jan 1, 2015

May 1, 2015

July 1, 2015

incl. Kick-Off

Nov 1, 2016 Nov 1, 2017

ReportingReporting Periods

€ €

€ € €

Jan 1, 2015

May 1, 2015

July 1, 2015

incl. Kick-Off

Perdiodic Reports: due 60 days after end of reporting period

Sep. ‘15 Dec. ‘16 Dec. ‘17

Nov 1, 2016 Nov 1, 2017

Reporting

12

Periodic Report

Activities in the reporting period

Publishable Summary

Deviations

Major cost items(10% deviations on average active PM for need explanation)

Template for calculation of active PM provided by E++

Cost Claim

13

Costs entered on E++ platform (to be on the safe side)

Also input for monitoring platform (budget overview, budget used)

Costs entered in NEF

“Use of resources”

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