Grant Agreement PreparationOverview

Lionel Boillot – Call Coordinator

http://www.fch.europa.eu/

Grant agreement preparation (GAP) in H2020

H2020 GAP – the process overviewKey novelties – what's new

Evaluation

a time-bound process

Invitation togrant preparation

Grant Agreement Preparation Prefinancing

fully electronic process

H2020 GAP – the process overview

committed to make it simpler and quicker

Grant signaturee-signature

Accession GA

Time-bound processInvitation to

grant preparation Grant signatureCall deadline

Proposal Evaluation Grant Agreement Preparation Prefinancingsubmission

Accession GA

Deadlines for submission are firm

GA must be countersigned by FCH2 JU on 23/12/2016 latest

8 months max.

No-negotiation

Your proposal is taken "as is"The Grant Agreement (GA) is prepared on the basis of the proposal selected forfundingProposals are evaluated on their merit and not on their potential

BUT this does not mean "no change at all"Changes to meet legal and/or financial requirements (additional instructions)Changes that are necessary:

Requirements resulting from ethics reviewDue to removal of a participant (if agreed)Correction of clerical errors and obvious inconsistenciesRecommendations in Evaluation Summary Report

Electronic-only grant managementE-only: paper-free process endorsed by e-signatureBased on "Chain of trust" enabling e-signatureIdentity and Access Management (IAM)Roles enabling e-signature

Declaration of honour

The Grant Agreement

Accession Forms

the coordinator and each beneficiary,signed by the LSIGN

- first the coordinator, by the LSIGN- second the EU EC/Agency

each beneficiary - by the LSIGN

Electronic-only grant management

IT system suite for grant management

IT system suite for grant management

IT system suite for grant management

IT system suite for grant management

IT system suite for grant management

Participant Portal (PP)Paperless Grant Management

Paperless Grant Management - Principles

• Participant Portal as single gateway for all exchanges

• Single sign-on: One user name and password (ECAS) gives access to allfunctions

• Personalised web space after login: you see all your assets related to yourproposals, grants, expert account…

• Transparency: Everybody having a role on a project sees the full archive ofall exchanges and documents

• Flexible management of roles and access rights: most roles to beassigned/revoked by the Consortium itself

• Digital sealing of documents; digital signatures replacing papersignatures

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Public access ECAS login orregistration

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Personalisedaccess

to the IT tools

Personalised accessto the user account

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PCoCoPCoCo

CoCoCoCo

TaMaTaMa

TeMeTeMeTeMe

PaCoPaCo

AccAdAccAd

LEARLEAR

PrimaryCoordinatorContact

Organisation roles Project roles

Legal EntityAppointedRepresentative

LSIGNLSIGN

FSIGNFSIGN

LegalSignatory

AccountAdministrator

FinancialSignatory

CoordinatorContact

ParticipantContact

Task Manager

Team Member

Roles - Nomenclature

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Roles (defining specific access rights)

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Legal EntityAppointedRepresentative(LEAR)

AccountAdministrator(AcAd)

Legal Signatory(LSIGN) ;FinancialSignatory(FSIGN)

CoordinatorContact(CoCo);

Project LegalSignatory(PLSIGN) ;ProjectFinancialSignatory(PFSIGN)

ParticipantContact(PaCo)

Task manager(TaMa)

Team Member(TeMe)

How to acquire roles/access?

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Primary CoCo: from proposal, change via project officerCoCo: from proposal or by another CoCoParticipant Contact, Team Member: from proposal or by CoCo, other PaCoTask Manager: by CoCo or PaCoPLSIGN, PFSIGN: chosen from list of LSIGNs and FSIGNs by CoCo or PaCo

Self-registrant: the person who registers the PICLEAR: paper process, by the legal representative of the organisation, approvalby COMAccount Administrator: by LEARLSIGN, FSIGN: by LEAR/Account Administrator

Access rights are managed by the organisations and consortia themselves(two exceptions!)

Functions for LEARs:

View or modify yourorganisation's data.

View all roles linked to the PIC.

View list of proposals orprojects.

Functions for self-registrants(before LEAR validation):

View or modify yourorganisation's data.

NAME 99999999 VAT no.

Roles for Organisations

Organisation roles can be granted/revokedin the "My Organisations" section,

through the blue "OR (Organisation Roles)" icon21

NAME 99999999

List of names and e-mails ofcontacts linked to the PICnumber of the organisation.

Edit roles:

Add roles or revokeexisting rights byidentifying thee-mail/name of aperson.

Project roles can be granted/revokedin the "My Projects" section,

through the orange "PC (Project Consortium)" icon23

View the organisation's basicdetails and list of project roles

Edit roles - if you are Primary Coordinator Contact,Coordinator Contact or Participant Contact

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Assign/revoke access

The nomination process for LEARs – documents

• LEAR appointment letter:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lear-applet_en.doc

• LEAR role and tasks:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lear-roltas_en.doc

• Terms and conditions of use of the electronic exchange system:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lev-terms-of-use_en.pdf

• Declaration of consent to the terms and conditions of use:http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lev-declaration-consent_en.doc

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I do not know whether myorganisation has a LEAR and - ifyes - who it is

Go to the portal, search foryour organisation, use the"Contact LEAR" function

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Terms of use

Documentation and guidance

- Online manual, sections on roles, grantsignature and LEAR appointment

- Terms and conditions of use

- Video on e-signature

- Video on LEAR appointment

Find guidance, process by process

(drill-down approach)39

Find more help about therelated IT tool

http://ec.europa.eu/research/participants/docs/h2020-funding-guide/user-account-and-roles/roles-and-access-rights_en.htm