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Research and Innovation Participant Portal Improvements in the next release Webstreaming: &sessionno=a8166da05c5a094f7dc03724b41886e5.

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Presentation on theme: "Research and Innovation Participant Portal Improvements in the next release Webstreaming: &sessionno=a8166da05c5a094f7dc03724b41886e5."— Presentation transcript:

1 Research and Innovation Participant Portal Improvements in the next release Webstreaming: &sessionno=a8166da05c5a094f7dc03724b41886e5 &sessionno=a8166da05c5a094f7dc03724b41886e5 Webforum: https://webgate.ec.europa.eu/fpfis/forums/research/ participants/portal/viewforum.php?f=24 https://webgate.ec.europa.eu/fpfis/forums/research/ participants/portal/viewforum.php?f=24

2 Peter HÄRTWICH eFP7 Communication Office RTD M3.1 Research and Innovation Participant Portal Improvements in the next release

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4 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

5 Electronic-only submission of FP7 financial statements (Forms C)

6 Coordinating ParticipantParticipant A LEAR 1 A.AdminA.Admin LEAR 1 A.Admin A.AdminA.Admin A.Admin Coordinator Contacts Participant Contacts LEAR Account Administrator Task Managers Team Members Team Mb Task M. CoCo PaCo CoCo CoCo PaCoPaCo Project Organisation The current version of IAM (since February 2012)

7 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.)

8 Coordinating Participant Participant A LEAR 1 A.AdminA.Admin LEAR 1 A.Admin A.AdminA.Admin A.Admin Coordinator Contacts Participant Contacts LEAR Account Administrator Task Managers Team Members Team Mb Task M. CoCo PaCo CoCo CoCo PaCo Project Organisation The new version of IAM FSIGN FSIGNFSIGNFSIGN Financial Statement Authorised Signatory PaCo

9 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

10 PARTICIPANTCOORDINATOR Task M. PaCo FSIGN 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 Identify Form C as ready for signature Notification to FSIGN

11 Retroactiveness? New regime is obligatory for all grants signed after (changed model grant agreement) Consequence: nomination of LEARs will become obligatory For grants signed before , 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

12 New ergonomics

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17 Research Participant Portal Offers external stakeholders a unique entry point for the interactions with the European Commission or Agencies in handling grant-related actions, based on: ECAS Single sign-on (1 ECAS account = 1 address = 1 person) IAM Access rights based on role authorisation Personalised services on the Participant Portal Brings homogeneity, transparency and better service integration for grant management. + =

18 Participant Portal services: without login FP7 Calls Funding opportunities FP7 Documents My Organisations Organisation Registration Experts Experts registration ? Support FP7 Doc

19 Participant Portal services: after login FP7 Calls Funding opportunities FP7 Documents My Organisations Organisation-related data My Proposals Proposals for funding My Projects Projects-related services My Roles Managing access rights Notifications Service messages Personalised services ? Support FP7 Doc Experts Manage expert profiles

20 Recent changes

21 Management of the organisation's data: History of change requests visible by the LEAR Detailed use of resources: The explanation on the use of resources has to be entered in the financial reporting tool (more coherence, less risk of errors) "My Organisations" / "My Projects": Layout enhancements (new icons, etc.) All tables can now be printed / exported to MS Excel or another software

22 Participant Portal services: after login 1.New experts can create their profile 2.Experts can update their profile Experts Experts registration

23 Services after login: The Identity and Access Management

24 Coordinating ParticipantParticipant A LEAR 1 A.AdminA.Admin LEAR 1 A.Admin A.AdminA.Admin A.Admin Coordinator Contacts Participant Contacts LEAR Account Administrator Task Managers Team Members Team Mb Task M. CoCo PaCo CoCo CoCo PaCoPaCo Project Organisation The new version of IAM (since February 2012)

25 Nominate and revoke Participant Contacts, Task Managers and Team Members within their organisation; Read/write access to own forms; Submit to the Coordinator Contacts; + Create and update forms; + Read-only access Nominate and revoke other Coordinator Contacts; Read/write access to own and common forms; Submit to European Commission/Agency; + Nominate and revoke Participant Contacts for any participating organisation; + Access rights: Project roles Team Mb Task M. CoCo PaCo NEXT CoCo

26 Access rights: Organisation roles Access the list of roles/persons representing their organisation Access their organisations list of Projects and their summaries May request to revoke users from roles within his/her organisation LEAR 1 A.Admin Nominate and revoke Account Administrators within their organisation + NEXT

27 Original roles Some roles are automatically provisioned in the early stages of the Project (original roles) as follows : The Coordinator Contact identified in the proposal will be recognised by the Commission as the Primary Coordinator Contact. The contact persons of the participating organisations identified during proposal submission will become Participant Contacts at the beginning of negotiations. The LEAR is validated by the Commission during the validation process of his/her organisation.

28 Coordinating ParticipantParticipant A LEAR 1 A.AdminA.Admin LEAR 1 A.Admin A.AdminA.Admin A.Admin Coordinator Contacts Participant Contacts LEAR Account Administrator Task Managers Team Members Team Mb Task M. CoCo CoCo PaCoPaCo Project Organisation NEXT CoCo PaCo Only the key roles of the LEAR and Primary Coordinator Contact are defined/modified by the Commission. Only the key roles of the LEAR and Primary Coordinator Contact are defined/modified by the Commission.

29 More information FAQ: Contact us: ECAS help: https://webgate.ec.europa.eu/cas/help.html https://webgate.ec.europa.eu/cas/help.html

30 Peter HÄRTWICH eFP7 Communication Office RTD M3.1 Thank you! Time for discussion


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