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:
ECAS
Single sign-on
(1 ECAS account = 1 e-mail
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.
2
The new version of IAM
Organisation
roles
Project
roles
Coordinating
beneficiary
PCoCo
CoCo
(January 2014)
Participating
beneficiary
PaCo
TaMa
TaMa
TeMe
LSIGN
LEAR
FSIGN
AccAd
TeMe
LSIGN
LEAR
FSIGN
AccAd
3
Nomenclature
Organisation roles
LEAR
AccAd
Legal Entity
Appointed
Representative
Account
Administrator
Project roles
LSIGN
Legal
Signatory
FSIGN
Financial
Signatory
PCoCo
Primary
Coordinator
Contact
CoCo
Coordinator
Contact
PaCo
Participant
Contact
TaMa
Task
Manager
TeMe
Team
Member
4
Important remarks
• 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.
PCoCo
LEAR
• 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
5
"Chain of trust" for enabling esignature 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/g
rants_manual/lev/h2020-lear-applet_en.doc
• LEAR role and tasks:
http://ec.europa.eu/research/participants/data/ref/h2020/g
rants_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/g
rants_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/g
rants_manual/lev/h2020-lev-declaration-consent_en.doc
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