Research and InnovationParticipant Portal

Improvements in the next release

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Webforum:https://webgate.ec.europa.eu/fpfis/forums/research/

participants/portal/viewforum.php?f=24

Peter HÄRTWICHpeter.haertwich@ec.europa.eu

eFP7 Communication OfficeRTD M3.1

Research and InnovationParticipant Portal

Improvements in the next release

Upcoming changes

Electronic-only signature of forms C:• Abolition of parallel paper version of FP7 financial

statements (forms C) (January 2013)

Extended calls service:• Inclusion of CIP calls and links to other types of calls

(185, JTIs…)

New ergonomics:• Same logic and options, but presented in a more

coherent and intuitive layout

Funding Guide: • guidance on the processes and the related IT services

Electronic-only submission ofFP7 financial statements

(Forms C)

Coordinating Participant

Participant A

LEAR

1

A.Admin A.Admin

LEAR

1

A.Admin A.Admin A.AdminA.Admin

CoordinatorContacts

ParticipantContacts

LEAR

AccountAdministrator

TaskManagers

TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb

Task M.Task M.Task M.Task M.Task M.Task M.

CoCo

PaCo

CoCo CoCo

PaCoPaCo

Pro

ject

Org

an

isati

on

The current version of IAM (since February 2012)

New role in the identity and access management New role in the identity and access management: persons

authorised to sign forms C for their organisation (FSIGN)

Nominations for this new role by LEARs (or their account administrators) – under the “organisation roles” function

Unlimited number of FSIGNs can be nominated

LEARs can add comments to each FSIGN (e.g. which part of the forms C of the organisation they can sign)

Comments are visible to the persons having project roles in the organisation (Participant Contacts (PaCos) etc.)

Coordinating Participant

Participant A

LEAR

1

A.Admin A.Admin

LEAR

1

A.Admin A.Admin A.AdminA.Admin

CoordinatorContacts

ParticipantContacts

LEAR

AccountAdministrator

TaskManagers

TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb

Task M.Task M.Task M.Task M.Task M.Task M.

CoCo

PaCo

CoCo CoCo

PaCo

Pro

ject

Org

an

isati

on

The new version of IAM

FSIGN

FSIGN FSIGNFSIGN

Financial Statement Authorised Signatory

PaCo

Process of electronic-only submission Participant contact assigns an FSIGN to the project (from the list

nominated by the LEAR) Participant contact or task manager prepares form C (as today) If applicable, participant contact or task manager uploads scanned

copy of certificate on financial statement (signed by the auditor), original to be kept in the files of the beneficiary

When ready, participant contact identifies form C as “ready for signature”, triggering a notification to the FSIGN

FSIGN electronically signs and submits form C to the coordinator

After submission by the coordinator of the forms C package to the Commission, a digitally signed eReceipt is issued for each form C

No more paper signature of forms C, no more paper sending of certificates on financial statements

PARTICIPANT COORDINATOR

Task M. PaCo FSIGN Task M.

Drafting of form C

Upload of scanned copies of certificates (if applicable)

Electronic signature of form C

&Submission of signed form C (+ certificates)

Preparation of the periodic report package: scientific part, all

signed forms C (+ certificates where applicable)

Single submission of periodic report

Approve

Reject

Reception of form C

CoCo CoCo

COMMISSION

Sending of electronic proof

of receipt for each form C

+ 1 for the periodic report

IdentifyForm C as “ready for signature”

Notification to FSIGN

Retroactiveness?

New regime is obligatory for all grants signed after 1.1.2013 (changed model grant agreement)

Consequence: nomination of LEARs will become obligatory

For grants signed before 1.1.2013, the current parallel paper and electronic submission will remain available as an option

However: consortia are encouraged to go for the electronic-only also for existing grants

Pre-requisite: signature of a simple amendment (accepting the new stipulations of the revised model grant agreement)

Template for requesting this amendment will be made available

New ergonomics

Peter HÄRTWICHpeter.haertwich@ec.europa.eu

eFP7 Communication OfficeRTD M3.1

Thank you!

Time for discussion