Project reporting what to report and how?

Transcription

1 Project reporting what to report and how? Morten Gylling MSCA L/F training Prague October 7, 2016 DASTI NCP Academy WP leader

2 Agenda Reporting in MSCA focuson ITN Continuous reporting Periodic reporting Amendments Prague, Morten Gylling 2

3 EuroCenter the Danish NCPs Prague, Morten Gylling Page 3

4 Prague, Morten Gylling Page 4

5 Reporting is done in SyGMa/Participant Portal Two-step submission process: 1. Beneficiary-> Coordinator 2. Coordinator-> REA Electronic submission Someforms and templates areonlyavailablein SyGMa, not PP (sometimes a disadvantage for NCPs) Prague, Morten Gylling Page 5

6 Reporting 1. Continuous reporting during whole project life cycle, whenever needed Researcher declaration Deliverables Publications Questionnaires etc. 2. Periodic reporting Reports from art. 19 and 20 of the GA Predefined templates available in SyGMa/PP Prague, Morten Gylling Page 6

7 Prague, Morten Gylling Page 7

8 Continuous reporting Possible to submit whenever during the project life cycle Prague, Morten Gylling Page 8

9 Researcher Declaration (RD) Art. 19 of the GA To be submitted by each beneficiary for all recruited researchers Contains: personal data (name, date of birth, nationality, gender, family charges, is researcher enrolled in PhD programmes, of researcher, etc. Data related to the project allowances: start date and end date of recruitment, hosting institution, etc. Prague, Morten Gylling Page 9

10 Researcher Declaration Step 1 Project researcher library: Each beneficiary can add researcher and fill in all personal data It is saved in the project database Once RD needs to be created, researcher data are taken automatically Prague, Morten Gylling Page 10

11 Prague, Morten Gylling Page 11

12 Researcher Declaration Step 2 CreateRD According to GA to be submitted within 20 days after recruitment For researchers that already exist in the project library (all personal data are automatically prefilled) Prague, Morten Gylling Page 12

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17 Deliverables Art. 19 of the GA To be uploaded directly on the PP by the Coordinator Scientific deliverables and other deliverables as defined in the GA Annex 1 Prague, Morten Gylling Page 17

18 TEMPLATE Prague, Morten Gylling Page 18

19 Questionnaires WHAT Evaluation questionnaire -at the end of the recruitment Follow-up questionnaire -two years after recruitment WHO Eachrecruitedresearcher HOW Via PP -> MP Prague, Morten Gylling Page 19

20 FP7 documents(!) Prague, Morten Gylling Page 20

21 Prague, Morten Gylling Page 21

22 Periodic reporting Progress reports(art 19 of GA) Periodicreports(Art 20 of GA) Final report(art 20 of GA) Prague, Morten Gylling Page 22

23 Progress reports WHEN Within 30 days after year 1 NO financial reports required WHAT Template defined on the Participant Portal Attachments possible HOW Via PP -> MP Prague, Morten Gylling Page 23

24 Template Prague, Morten Gylling Page 24

25 Progress report real example Prague, Morten Gylling Page 25

26 Periodic report WHEN Within 60 days following the end of each reporting period WHAT Periodicreportincludes: Technical report (attachment) + Continuous reporting, including questionnaire (H2020 key indicators) Financial report Individual financial statement from each beneficiary + Periodic summary financial statement HOW Via PP -> MP Prague, Morten Gylling Page 26

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28 Prague, Morten Gylling Page 28

29 Good advice: check the PP IT Manual Prague, Morten Gylling Page 29

30 Final report WHEN Within 60 days following the end of the last reporting period WHAT Report covers whole project period Final technical report Final financial report (final summary financial statement created automatically by the electronic exchange system, consolidating the individual financial statements for all reporting periods) To be submitted together with Periodic report for last RP HOW Via PP -> MP Prague, Morten Gylling Page 30

31 Submission of periodic report H2020 principle Coordinator prepares Periodic Technical report, based on the input from all beneficiaries Beneficiaries (including Coordinator) prepare their individual Financial statements, signed electronically (FSIGN) and submit to Coordinator Coordinator "marks for submission" all reports to be submitted to REA Coordinator submits all reports in one package Single Submission Prague, Morten Gylling Page 31

32 Documentation and audit: Find the missing terms Find three adjectives NB. EC slide from the latest MSCA NCP meeting Page 32

33 NB. EC slide from the latest MSCA NCP meeting Prague, Morten Gylling Page 33

34 Notifications WHAT LEAR directlyvia PP To notify about changes in the organization legal data: address, name, universal transfer of rights, etc. HOW Via PP -> My Area -> My Organization Prague, Morten Gylling Page 34

35 Amendments WHAT Changes in the Grant agreement (e.g. change in consortium, modification of Annex I, etc.) Normally with prior agreement of project officer HOW Via PP -> MP Prague, Morten Gylling Page 35

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40 Prague, Morten Gylling Page 40

41 NB. EC slide from the latest MSCA NCP meeting Prague, Morten Gylling Page 41