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Detailed description of your H2020 project

Detailed description of your H2020 project. Description of the a ction (Annex 1) Estimated budget for the action ( Annex 2). Ulrich Genschel European Commission DG RTD CSC J3 8 September 2015. Contents. Overview Objectives, timing, general aspects

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Detailed description of your H2020 project

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  1. Detailed description of your H2020 project Description of the action (Annex 1)Estimated budget for the action (Annex 2) Ulrich Genschel European Commission DG RTD CSC J3 8 September 2015

  2. Contents • Overview • Objectives, timing, general aspects • How to complete the 'description of the action' (Annex 1) • Part A (online forms) • Part B (narrative part, Word template) • How to complete the 'estimated budget of the action' (Annex 2) • Online forms

  3. Objectives of grantpreparation • Transfer information from the proposal to the grant agreement • Collect additional information not present in the proposal (e.g. budget details, third parties) • Ensure consistency between proposal and grant agreement if applicable, also: • Implement any requirements from an ethics review or security scrutiny

  4. Timing grantagreement data (GA data) Invitation + ESR Grant signature 3 months max. 3 weeks ~1 week 2 weeks PO consortium consortium submit GA data remaining issues (if any) submit GA data (final)

  5. GRANT AGREEMENT DATA Project Officer Consortium sum of scientific/technical, budgetary, administrative, and legal information on your project Annex 1, description of the action (project description) core grant agreement Annex 2, budget other annexes

  6. Possible changes to your project • Successful proposals are expected to be mature and ready to be implemented. • No substantial changes are allowed between your proposal and your project. • Optional changes: • Obvious errors or inconsistencies may be removed • You may correct shortcomings identified by the experts in the ESR (but you are not obliged to do so) • Necessary changes (can) follow from: • Ethics review or security scrutiny • Removal or replacement of a participant (if agreed) • Change of administrative aspects (e.g., the legal status of a participant can affect the budget)

  7. Description of the Action (DoA) • is a detailed description of how the project will be carried out • follows the structure of the proposal, also comprising Parts A & B • Part A is partially pre-filled with proposal data. The remaining information is entered through online forms. • Part B is the narrative description of your project. It is generated from Part B of the proposal. It is uploaded as a PDF.

  8. Instructions for generating the DoA • to generate DoA-Part B from Proposal-Part B • available online during grant preparation

  9. DoA – Part A Complete online forms (Participant Portal) • 1.1 – The project summary (automated, proposal table A1) • 1.2 – The list of beneficiaries (automated, proposal table A2) • 1.3 – Work plan tables – Detailed implementation • 1.3.1 WT1 List of work packages (based on Proposal table 3.1b) • 1.3.2 WT2 List of deliverables (based on Proposal table 3.1c) • 1.3.3 WT3 Work package descriptions (based on Proposal table 3.1a) • 1.3.4 WT4 List of milestones (based on Proposal table 3.2a) • 1.3.5 WT5 Critical risks and mitigation actions (based on Proposal table 3.2b) • 1.3.6 WT6 Summary of project efforts in person months (based on Proposal table 3.5a) • 1.3.7 WT7 Tentative schedule of project reviews (set by project officer)

  10. DoA – Part B Start from Part B of your proposal, transform into Part B of the DoA …

  11. DoA – Part B (cont.) … update as necessary, convert to PDF, and upload

  12. DoA – resulting structure of Part B same numbering, same headings as in the proposal etc. …

  13. Other points to watch • Avoid repetition of information • E.g., no duplication between work plan tables (Part A) and free text (Part B) • All information should appear in one, findable, place only • Ethics and security

  14. Ethics review and security scrutiny • Your proposal will be subject to an ethics review and may be subject to security scrutiny • The results must be implemented in the grant agreement • 'Ethics requirements' (if any) are binding and • may necessitate changes in the DoA • may become 'ethics deliverables' (e.g. to submit local/national certificates or reports) • Security requirements (if any) are in the Security Aspect Letter • SAL is annexed to the grant agreement

  15. Revised Article 34.2activities raising ethical issues Supporting documents must be kept on file and be submitted upon request • No more obligation to submit alllegally required documentation related to ethical issues Ethics requirements may • become ethics deliverables (standard way to request supporting documents) • require an update of the DoA (e.g. additional justification, changes to methodology, or merely as a reminder) • not be needed in the light of the revised Article 34.2

  16. Complete Annexes 1 and 2 at the Participant Portal

  17. Start screen

  18. Project summary 123456 ( ABCDE ) 123456 ( ABCDE ) Project Officer NAME (CNECT/H/xx)

  19. Iconsused No missing information Missing information: blocking For information only Missing information: not blocking at this point

  20. Validation function

  21. Beneficiary data are imported fromyourproposal reorder beneficiaries by drag & drop

  22. Project representatives are imported for eachbeneficiary: check and update if necessary

  23. Add the department(s) carrying out the work for eachbeneficiary

  24. Addlinked 3rd parties (if any) for eachbeneficiary NB: Linked 3rd parties need to register and are validated like beneficiaries.

  25. Select bankaccount (coordinatoronly)

  26. Specify the project'sstart date Othergeneral information isimported(title, abstract, …) NB: If you choose a fixed start date you will need to provide a justification

  27. Reportingperiods willbecompleted by the projectofficer

  28. Grant agreement information (readonly)

  29. Grant agreement options (readonly)

  30. Budget tables are imported: check and update if needed

  31. Add budget details of linked 3rd parties (if any) NB: 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.

  32. Financial information - check budget table - prefinancingamountis for information

  33. Legal & financialoverview(readonly)

  34. Addwork packages from Part B of yourproposal reorder work packages by drag & drop

  35. Adddeliverables from Part B of yourproposal reorder deliverables by drag & drop

  36. Addmilestones from Part B of yourproposal

  37. Project reviews (indicative) will be completed by the project officer

  38. Risks and mitigation measures from Part B of yourproposal

  39. Ethicsscreen(readonly) 123456 ( ABCDE ) Report from independent ethics advisors aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa

  40. UploadAnnex 1, Part B (pdf) Project 123456 (Example)

  41. Signature

  42. 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

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