NEXT. Tools of the Participant Portal: Scientific Reports & Deliverables

Transcription

1 NEXT Tools of the Participant Portal: Scientific Reports & Deliverables

2 Scientific Reporting and Deliverables: Terminology Scientific Reporting: Standardised format & always due at the end of Reporting Period (defined in Article II.4 of GA) Linked to payment NEXT Deliverables: Format, contents & timing individually defined in Annex I of Grant Agreement (Article II.4.8 of GA Deliverables identified in Annex I shall be submitted as foreseen therein ) Not directly linked to payment

3 When to submit the reports and deliverables? Deliverables: timing as defined in Annex I of GA (Article II.4.8), can be continuously uploaded Periodic Report(s): within 60 days at the end of each reporting period (including the last reporting period) Final Report: within 60 days after the end of the project Final Report Distribution of EU financial contribution: within 30 days after receipt of the final payment of the EU financial contribution A report is considered complete when all parts are sent by the Coordinator to the Commission. NEXT

4 Scientific Reporting and Deliverables: How to submit the reports? STOP By electronic means: (via the Participant Portal web services) Periodic Reports, Final Reports, Deliverables, etc. and Forms C By normal post: (to the mail address indicated in article 8 of the GA) In parallel to the electronic submission and only for: the signed Forms C (as prepared and submitted via the Participant Portal web services) the certificates on financial statements or certificates on the methodology (where applicable/necessary) Form D, E

5 Approval of reports Approval and payment by COM within 105 days after the receipt of the complete report. No tacit approval Suspension of time limit if clarifications or additional information is needed.

6 How to access Scientific Reporting and Deliverables? Links to the tools are available under the My Project tab User ACCOUNT User ACCOUNT PROJECT 1 PROJECT 2 PROJECT 3 XXXXXX XXXXXX XXXXXX RD: Hyperlink to Reporting and Deliverables

7 Reporting and Deliverables Menu (123456) User ACCOUNT XXXXXX (2) Select the type of information you intend to prepare/submit from the Menu

8 Deliverables NEXT

9 Deliverables: Workflow 1. Define the Deliverables in Work Packages during the Negotiation of the Project. If not encoded in the negotiation forms, the titles will have to be encoded before uploading the Deliverables in this tool (otherwise they are uploaded automatically). CoCo PaCo CoCo NEXT Two steps submission: 2. FP7 Beneficiary uploads the Deliverables 3. Coordinator validates and submits to the Commission. 4. Commission evaluates the deliverables accept or reject CoCo PaCo Task M. CoCo Task M. If the Commission rejects the Deliverables, a new, modified version will have to be uploaded.

10 DELIVERABLES (123456) User ACCOUNT XXXXXX

11 Deliverables: Creating a new Deliverable (1) (If titles were not defined during negotiation) NEXT (123456) User ACCOUNT Deliverables already received by the Commission Deliverables not yet received by the Commission

12 Create new Deliverable by Beneficiary (2) Encode Work Package no, Title (123456) User ACCOUNT Upload the Deliverable and Save Note: Possibility to fill in only the mandatory fields (*) without uploading the file

13 Deliverables: Result of uploading NEXT Participant s screen PaCo Task M. Coordinator validates CoCo CoCo

14 Deliverables XXXXXXxXX XXXXXX XXXXXXXX Only the Coordinator has the following buttons : Add to the Periodic Report: the title of the Deliverable is added to the list of Deliverables as seen in the Reports Validate Submit

15 Coordinator submits the Deliverables NEXT Coordinator s screen CoCo CoCo XXXXXXxXX XXXXXX XXXXXXXX XXXXXXXX XXXXXX XXXXXXXX Note: E mail is sent to Project officer Note: temporary status

16 Deliverables: After submitting / Receipt NEXT Coordinator s screen CoCo CoCo XXXXXXXX XXXXXX XXXXXXXX Deliverable appears under «Submitted deliverables» + mail automatically sent to the Commission

17 Deliverables: Project Officer accepts/rejects NEXT Coordinator s screen CoCo Accepted Deliverables CoCo Rejected Deliverables or a new version has to be uploaded

18 Scientific Reporting NEXT

19 Scientific Reporting: Workflow NEXT 2 steps submission: The Participants create, modify, complete their data. CoCo CoCo PaCo Task M. The Coordinator Contact fills in common parts of the forms, validates and submits to the Commission. If the Commission rejects the Scientific Report, the Participants/Coordinator have to upload a new, modified version of the Scientific Report. CoCo CoCo CoCo CoCo PaCo Task M. 2/13/2012

20 Scientific Reporting: Periodic Reports NEXT

21 Periodic Reports format NEXT 1. Declaration by the scientific representative of the project s coordinator 2. Publishable summary 3. Core of the report 1. Project objectives for the period 2. Work progress and achievements during the period 3. Project management 4. Deliverables and milestones tables 5. Explanation of the use of the resources 6. Financial statement (Form C) per beneficiary; plus summary financial report 7. Certificates (Form D or E), if applicable Note: To be submitted within 60 days at the end of each reporting period (including the last reporting period)

22 NEXT XXXXX XXXXXXXXXXXXX XXXXXX XXX XXXXXXXXXXX XXXXXX XXXXXX XXXXXXXXXXXXX XXXXXX XXXXXX XXXXXXXXXXX XXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXX XXXXXXXXXXX XXXXXX XXXXXXXXXX XXXXXXXXXXXXXXXX XXXXX XXXXXX Accessing the Scientific Reporting and Deliverables tool (RD)

23 Reports (123456) User ACCOUNT XXXXXXX

24 Scientific Reporting: Creating a Periodic Report NEXT (1) (123456) User ACCOUNT Select Report type and Reporting Period and click Create New Report (3) (2)

25 NEXT Scientific Reporting: Periodic Report (1/6) Instructions, General information XXXXXX XXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXX XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXXXXXXX XXXXXXXXXXX XXXXXXXXXXXXXXXX

26 Scientific Reporting: Periodic Report (2/6) Declaration by the scientific representative XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX XXXXXX

27 Scientific Reporting: Periodic Report (3/6) 1. Publishable Summary project context, main objectives work performed, results achieved expected final results, impacts

28 Scientific Reporting: Periodic Report (4/6) Core part Mandatory attachment!!!! Attach PDF after saving the Report

29 Scientific Reporting: Periodic Report (5/6) XXXXXX XXXXXXXXXX XXXXXX XXXXXXXXXX XXXXXXXX XXXXXXXX XXXXXX XXXXXXXXX XXXXXXX XXXXXXXX XXXXXX XXXXXXXX Deliverables and Milestones tables

30 Scientific Reporting: Periodic Report (6/6) Use of resources explanations No paper version!

31 Periodic Report Not yet submitted reports, drafts are in the Intermediate report section. (123456) User ACCOUNT User ACCOUNT Click on hyperlink to modify, submit.

32 Periodic Report Cannot submit if a mandatory field is missing.

33 Periodic Report: Coordinator submits the Report to the Commission User ACCOUNT An automatic e mail is sent to the P.O.

34 Screen after rejection of a Report (123456) User ACCOUNT User ACCOUNT User ACCOUNT

35 NEXT Scientific Reporting: Publications, Patents, Dissemination Activities and Exploitable Foregrounds List The Publications, Patents, Dissemination Activities and Exploitable Foregrounds List created appear in the Final Report.

36 NEXT XXXXX XXXXXXXXXXXXX XXXXXX XXX XXXXXXXXXXX XXXXXX XXXXXX XXXXXXXXXXXXX XXXXXX XXXXXX XXXXXXXXXXX XXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXX XXXXXXXXXXX XXXXXX XXXXXXXXXX XXXXXXXXXXXXXXXX XXXXX XXXXXX Accessing the Scientific Reporting and Deliverables tool (RD)

37 Scientific Reporting: Adding a Publication NEXT

38 Scientific Reporting: Adding Dissemination Activities NEXT

39 Scientific Reporting: Adding a Patent NEXT

40 Scientific Reporting: Adding an Exploitable Foregrounds List NEXT User ACCOUNT XXXXXXX

41 Scientific Reporting: Final Reports NEXT

42 About Final Reports NEXT 1. Final publishable summary report 2. Dissemination and use of foreground 1. Dissemination activities 2. Publications peer reviewed 3. Use of foregrounds: exploitable foreground and plans for exploitation 3. Report on societal implications Note: To be submitted within 60 days after the end of the project

43 NEXT XXXXX XXXXXXXXXXXXX XXXXXX XXX XXXXXXXXXXX XXXXXX XXXXXX XXXXXXXXXXXXX XXXXXX XXXXXX XXXXXXXXXXX XXXXXX XXXXXXX XXXXXXXXXXX XXXXXX XXXX XXXXXXXXXXX XXXXXX XXXXXXXXXX XXXXXXXXXXXXXXXX XXXXX XXXXXX Accessing the Scientific Reporting and Deliverables tool (RD)

44 User ACCOUNT XXXXXXX Final Reports

45 Scientific Reporting: Creating a Final Report User ACCOUNT XXXXXXX (1) (2)

46 Final Report General information

47 Final Report Publishable Summary Executive summary Main objectives, description of the project Main S&T results Potential impact, dissemination Website, contact details

48 Final Report Use and Dissemination of Foreground Part A: Dissemination activities, publications

49 Use and Dissemination of Foreground Part B: Patents, exploitable results

50 Final Report Societal implications

51 Final Report Societal implications Dissemination actions

52 Create Final Report EU Financial Contribution Distribution (1) (2) Note: Within 30 days after receipt of the final payment of the EU financial contribution

53 Final Report EU Financial Contribution Distribution Name beneficiaries and the final amount of the EU contribution per beneficiary and the total amount

54 Final Report Final Report EU Financial Contribution Distribution