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

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

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

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. PARTICIPANT COORDINATOR COMMISSION Drafting of form C
Task M.
PaCo
FSIGN
CoCo
CoCo
Task M.
Drafting of form C
Upload of scanned copies of certificates (if applicable)
Identify
Form C as “ready for signature”
Notification to FSIGN
Reject
Electronic signature of form C &
Submission of signed form C (+ certificates)
Reception of form C
Approve
Preparation of the periodic report package: scientific part, all signed forms C (+ certificates where applicable)
Sending of electronic proof of receipt for each form C + 1 for the periodic report
Single submission of periodic report
PARTICIPANT
COORDINATOR
COMMISSION

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

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 Doc
FP7 Documents
My Organisations
Organisation Registration
Experts
Experts registration ?
Support

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

20. Recent changes

21. 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)
Management of the organisation's data:
History of change requests visible by the LEAR
"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
Experts
Experts registration
New experts can create their profile
Experts can update their profile

23. The Identity and Access Management
Services after login:
The Identity and Access Management

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

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

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

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

29. More information
FAQ:
Contact us:
ECAS help:

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