E-only grant management

Basics

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:

ECASSingle sign-on

(1 ECAS account = 1 e-mail address = 1 person)

IAMAccess rights based on role authorisation

Personalised services on the Participant Portal

• Brings homogeneity, transparency and better service integration for grant management.

+

=

2

The new version of IAM (January 2014)

Coordinatingbeneficiary

Org

an

isati

on

role

s

Pro

ject

role

s

Participatingbeneficiary

PCoCo CoCoTaMa

TeMe

PaCoTaMa

TeMe

AccAdLEAR

AccAdLEAR

LSIGN FSIGN LSIGN FSIGN

3

PCoCo

CoCo

TaMa

TeMe

PaCo

AccAd

LEAR

Primary Coordinator Contact

Organisation roles Project roles

Legal Entity Appointed Representative LSIGN

FSIGN

Legal Signatory

Account Administrator

Financial Signatory

Coordinator Contact

Participant Contact

Task Manager

Team Member

Nomenclature

4

• Only the key roles of the LEAR and Primary Coordinator Contact are defined/modified by the Commission.The rest is left at the discretion of the consortium.

• One person can have several roles at the same time.

• The complexity of the consortium depends on the participants.The minimum configuration is: The Primary Coordinator Contact 1 Participant Contact per beneficiary 1 LEAR per organisation 1 Legal Signatory per organisation 1 Financial Signatory per organisation

Important remarks

PCoCo LEAR

5

"Chain of trust" for enabling e-signature of H2020 grants

• Nomination of the LEAR by the legal representative of the organisation; paper-based, blue ink signatures, validated by REA, registered in PDM-URF

• LEAR nominates online persons in his/her organisation authorised to sign grants and amendments (LSIGNs) and financial statements (FSIGNs)

• Participant Contacts assign signatories to the individual grant from the list established by the LEAR

• LSIGNs (FSIGNs) are prompted when a grant/amendment (financial statement) is due for signature

• COM/Agency RAO signs electronically in COMPASS

• No more checking of identity/authority of signatories by COM/Agency necessary

6

The nomination process for LEARs – documents

• LEAR appointment letter: http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lear-applet_en.doc

• LEAR role and tasks: http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lear-roltas_en.doc

• Terms and conditions of use of the electronic exchange system: http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lev-terms-of-use_en.pdf

• Declaration of consent to the terms and conditions of use: http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/lev/h2020-lev-declaration-consent_en.doc

7