2 - itn contractual rules (jan 2009) itn project coordin… · part c: intellectual property rights...

ITN Coordinators Meeting, February 2009 Slide 1

Contractual rules


Core Grant Agreement

Architecture of the Grant Agreement

CoreGA

CoreGA

Annex IAnnex I

+ Annexes

I. Technical Annex - Description of work

II. General conditions

III. Specific provisions for ITN

IV. Form A: accession to the grant

V. Form B: request for accession of a new beneficiary

VI. Form C: Financial statement

VII. Form D: ToR for the CFS; Form E: ToR for the certificate on methodology


Core Grant Agreement

CoreGA

CoreGA

• List of beneficiaries

• Duration

• Reporting periods

• Maximum EC financial contribution

• Bank account

• Special clauses

• Communication addresses

Essential to read !


Annex I: Description of work

AnnexI

AnnexI

• Joint research programme

• Recruitment planning (ESR, ER, VS)

• Training: - scientific

- complementary skills (language courses, project

management, presentation skills, IPR, ethics, communication, etc...)

- secondments

• Involvement of Industry

• Networking (network-wide meetings and training activities, attendance at

international conferences and workshops, internet webpages, etc...)

• Milestones and Deliverables

Each beneficiary &

each recruited fellow should

receive a copy

All reports (Progress, All reports (Progress, PeriodicPeriodic, , MidMid--TermTerm, , final) final) willwill bebe assessedassessed withwith respect to respect to AnnexAnnex II


Annex I: Description of work

AnnexI

AnnexI

• All beneficiaries are collectively responsible for implementation

of Annex I and use of Community funds

• Any deviation from Annex I has to be duly justified and agreed

in advance with the Project Officer (PO)

• PO’s role is to assist, advise and monitor

Each beneficiary &

each recruited fellow should

receive a copy

BeforeBefore decidingdeciding on on anyany modification, modification, pleasepleasecontact contact youryour PO !PO !


Annex II: General Conditions

AnnexII

AnnexII

Part A: Implementation of

the project

• Role of coordinator

• Organisation of the

consortium

• Performance obligation of

each beneficiary

• Reporting

• Subcontracting

• Suspension/Termination

• Confidentiality, Publicity

Part B: Financial Provisions

• Eligible costs, interests, receipts

• Guarantee fund

• Audits, financial penalties

Part C: Intellectual Property Rights

• Foreground

• Access Rights

Final Provisions

• Amendments, Termination


Annex III: Specific rules for ITN

AnnexIII

AnnexIII

Part A: Implementation of

the project

• Performance obligations

• Selection of researchers

• Beneficiary’s relationship

with the researcher

• Confidentiality, Publicity

Part B: Financial Provisions

• Eligible costs, interests

Part C: Intellectual Property Rights

• Access Rights


Role of the coordinator

• Intermediary for any communication between EC and any

beneficiary

• Administration and distribution of EC financial contribution

• Keep the records and financial accounts

• Review reports to verify consistency before transmitting

them to EC

• Monitor Monitor compliancecompliance by by beneficiariesbeneficiaries withwith GAGA

!!! CANNOT BE SUBCONTRACTED !!!


Specific obligations of the consortium

• Recruit at least 40% women researchers

• No more than 40% of EC contribution to one country

• Organise a mid-term review meeting with EC

• Establish a supervisory board (including industrial partners)

• Take decisions on re-distribution of allocation of researcher-

months and inform beforehand EC

• Make appropriate internal arrangements to ensure efficient

implementation of the project (rules on dissemination and use, access rights,

settlement of internal disputes, …)


Specific obligations of each beneficiary

• Carry out the work as identified in Annex I (efficiently and timely)

• Provide information to EC and Court of Auditors (up to 5 years)

• Select each researcher according to the eligibility criteria,

conclude an agreement, establish a Career Development Plan

• Execute, by due dates, all payments to the researcher

• Provide infrastructure and reasonable assistance to the

researchers in all administrative procedures

• Appoint each researcher hosted for more than 30% of the total

period of the agreement in force


Specific obligations of each beneficiary

• Ensure completion of evaluation questionnaires at the end of the

initial training activities

• Contact each researcher 2 years after the end of the project in

order to invite him/her to complete the follow-up questionnaires

provided by EC

• Record and update, for at least 3 years after the end of the

project, the contact details of the researchers


General Advices

• Read carefully the GA and ALL its annexes

• Inform your partners and the fellows about their rights and duties as laid down in the GA

• Inform the financial office in your organisation about the financial rules governing your GA

• Stay in regular contact with your PO and discuss any potentialproblems at an early stage

• When preparing your reports follow carefully the ITN ReportingGuidelines

• In case of any uncertainty on how to implement the GA within the local legislation, contact your National Contact Point http://cordis.europa.eu/fp7/ncp_en.html

http://cordis.europa.eu/fp7/ncp_en.html


Manage your project

http://ec.europa.eu/mariecurieactions



Manage your project




Thank you for your attention



2 - itn contractual rules (jan 2009) itn project coordin… · part c: intellectual property rights...

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