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Workshop for Partners on the Reporting Process Brussels, 7 th March 2014 10.00-17.00

Workshop for Partners on the Reporting Process Brussels, 7 th March 2014 10.00-17.00. Agenda. 10:00 - 10:15 Registration and welcome coffee 10:15 - 10:30 Introduction on the reporting process workshop 10:30 - 13:00 1 st Part: Technical reporting + SESAM

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Workshop for Partners on the Reporting Process Brussels, 7 th March 2014 10.00-17.00

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  1. Workshop for Partners on the Reporting ProcessBrussels,7th March 201410.00-17.00

  2. Agenda 10:00 - 10:15Registration and welcome coffee 10:15 - 10:30Introduction on the reporting process workshop 10:30 - 13:001stPart: Technical reporting + SESAM 13:00 - 13.30Questions and answers session 13:30 - 14:30 Lunch and coffee break 14:30 - 16:15 2ndPart: Financial Reporting + FORCE 16:15 - 16:30Coffee break 16:30 - 17:00Questions and answers session

  3. 1stPart: Technical reporting + SESAM

  4. 1stPart: Technical reporting + SESAM Content • Reporting process • Deliverables • Periodic Report • Dissemination • Final Report • EU Financial Contribution Distribution • Common problems encountered in the reporting process

  5. Project steps A project has: n periods x deliverables 60 days from every deadline to complete the reporting specific reporting documents to be submitted every period Period 2 Period 1 Period n Periodic Report n Final Report Form C UoR CFS Periodic Report 2 Form C UoR Periodic Report 1 Form C UoR End Start 60 days 60 days 60 days Deliv 3 Deliv 2 Deliv 1 Deliv x

  6. Period Report (technical) The technicalreporting The following documents have to be delivered (within 60 days) after each period: Periodic Report (for the period in question) Deliverables (to be uploaded at their due date, as stated in NEF) Usage of Resources* *Usage of Resources has moved from the Periodic Report to Form C, therefore, Financial and Technical reporting should be done together. The following documents have to be delivered (within 60 days) at the end of the project: Periodic Report (for the final period) Final Report Deliverables (all foreseen deliverables have to be uploaded before submitting the last Periodic Report) Usage of Resources*

  7. Consortium General workflow Log on on the Participant Portal(withthe Ecasaccount – appropriateRolealreadydefined) Go to the tab ‘MY PROJECTS’ Participant Portal For the concerned Project,click on (Reports and Deliverables) Coordinatorfillsin the Reports and uploadsthe Deliverables Coordinatorsubmits the Reports and the Deliverables to Cleansky Clean Sky JU SESAM The Project Officerchecks the Reports and the Deliverables(possibility to request a Revision)

  8. Access the Participant Portal Electronic submission of Reports and Deliverables. Access: http://ec.europa.eu/research/participants/portal (1) (2) (3) RD : Hyperlink to Reporting and Deliverables Phase « Active »meansthat the Grant Agreement has been signed

  9. Reports & Deliverables

  10. Deliverables Deliverables

  11. Deliverables - workflow Consortium Clean Sky JU • 2 STEPS • The Topic Manager validates the Deliverables • 2) The Coordinatoruploadsand submitsthem to Clean Sky JU PO ViewsDeliverable(s) Validation / Rejection PO Approval: Accept A new version has to beuploaded Askfor revision

  12. Deliverables - defining Deliverables are defined in NEF during the Negotiation process. Modifying deliverables, throughout the life of the project, can be done via Amendments (when the NEF session is re-opened). NEF

  13. Deliverables - defining The Deliverables List is imported automatically in SESAM. NEF The Coordinatoruploads the Deliverables. SESAM

  14. Deliverables - uploading The Coordinatoruploadsthe Deliverables. SESAM TextDeliverables are uploaded as PDF documents. Deliverables of other nature than reports (equipment, software, etc) should be uploaded as a document containing a product description, pictures, etc.

  15. Deliverables - submission Coordinatorsubmitsthe Deliverable to Cleansky Benef. Benef. Note: temporarystatus

  16. Deliverables - acceptance Once submitted, the deliverable goes in the “Submitted deliverable” state. Benef. (1) If the Deliverableisacceptedby the Project Officer, thestatus changes to “Accepted” Benef. (2) If the Deliverableisrejectedby the Project Officer, the status changes to “Rejected” and a new version has to be uploaded. (3)

  17. Reports Reports Publications, Patents, DisseminationActivities and ExploitableForegrounds

  18. Reports - workflow Consortium Clean Sky JU • 2 STEPS • Afterprevious validation from the Topic Manager, the Coordinatorcreates, saves, modifies and completesthe Reports • 2) The Coordinatorsubmits the Reports to Clean Sky JU • Display Report • DownloadAttachment • - PO assessementtakingintoaccount the TopicManager’s feedback • If needed : PO asksfor a revision Report(s) have to berevised and resubmitted

  19. Reports - Periodic Report Periodic Report

  20. Periodic Report - selection (1) (2) (3)

  21. Periodic Report - content Content: Project Periodic Report – general information Declaration by the scientific representative of the project coordinator 1. Publishable summary 2. Core of the report 3. Deliverables and milestones tables To besubmittedwithin 60 daysafterthe end of eachReporting Period (including the last ReportingPeriod)

  22. Periodic Report - content Content: Project Periodic Report – general information Declaration by the scientific representative of the project coordinator 1. Publishable summary 2. Core of the report 3. Deliverables and milestones tables

  23. Periodic Report – general information

  24. Periodic Report - content Content: Project Periodic Report – general information Declaration by the scientific representative of the project coordinator 1. Publishable summary 2. Core of the report 3. Deliverables and milestones tables

  25. Periodic Report – declaration

  26. Periodic Report - content Content: Project Periodic Report – general information Declaration by the scientific representative of the project coordinator 1. Publishable summary: Summary description of project context and objectives Description of work performed and main results Expected final results and potential impacts Project public website address 2. Core of the report 3. Deliverables and milestones tables

  27. Periodic Report – publishable summary Publishable summary and the attachment are published on CORDIS!!!

  28. Periodic Report - content Content: Project Periodic Report – general information Declaration by the scientific representative of the project coordinator 1. Publishable summary 2. Core of the report: Project objectives for the period Work progress and achievements during the period Project management during the period 3. Deliverables and milestones tables

  29. Periodic Report – core of the report Mandatory !!!

  30. Periodic Report - content Content: Project Periodic Report – general information Declaration by the scientific representative of the project coordinator 1. Publishable summary 2. Core of the report 3. Deliverables and milestones tables

  31. Periodic Report – deliverables and milestones

  32. Periodic Report – saving A Periodic Report not submitted goes in an intermediate state – Draft. Click on the hyperlinkto modify, submit…

  33. Periodic Report – submission An automatic email is sent to the Project Officer in Cleansky.

  34. Reports – Dissemination and Exploitation Publications Patents DisseminationActivities Exploitable Foregrounds The Publications, Patents, DisseminationActivities and Exploitable Foregrounds List are part of the Final Report

  35. Reports – Publications

  36. Reports – Patents

  37. Reports – Dissemination Activities

  38. Reports – Exploitable Foregrounds

  39. Reports - Final Report Final Report

  40. Final Report - selection (1) (2)

  41. Final Report - content Content: Project Final Report – general information 4.1. Final publishable summary report 4.2. Use and dissemination of foreground 4.3. Report on societal implications To besubmittedwithin 60 daysafter the end of the project

  42. Final Report - content Content: Project Final Report – general information 4.1. Final publishable summary report 4.2. Use and dissemination of foreground 4.3. Report on societal implications

  43. Final Report – general information

  44. Final Report - content Content: Project Final Report – general information 4.1. Final publishable summary report: Executive Summary Summary description of project context and objectives Description of main S & T results/foregrounds Potential impact and main dissemination activities and exploitation results Address of project public website and relevant contact details 4.2. Use and dissemination of foreground 4.3. Report on societal implications

  45. Final Report – publishable summary Publishable summary and the attachment are published on CORDIS!!!

  46. Final Report - content Content: Project Final Report – general information 4.1. Final publishable summary report 4.2. Use and dissemination of foreground: Publication List List of applications for Patents, Trademarks, Registered designs, etc List of Dissemination Activities Exploitable Foregrounds List 4.3. Report on societal implications

  47. Final Report – use and dissemination of foreground

  48. Final Report - content Content: Project Final Report – general information 4.1. Final publishable summary report 4.2. Use and dissemination of foreground 4.3. Report on societal implications

  49. Final Report – societal implications

  50. Final Report – submission

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