26
H2020-RISE-2017 Coordinators day Reporting & Payment Rodrigo GUTIERREZ DOMINGUEZ Project Officer [email protected] 19 January 2018

H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

H2020-RISE-2017Coordinators day

Reporting & Payment

Rodrigo GUTIERREZ DOMINGUEZProject Officer

[email protected]

19 January 2018

Page 2: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

• Continuous Reporting

• Periodic Report

• Final Report

• Key Messages

2

Summary

Page 3: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting

7 tabs

➢ Summary for Publications

➢ Deliverables

➢ Milestones

➢ Publications

➢ Dissemination

➢ Patents (IPR)

➢ SME Impact

➢ Gender

➢ Researchers (Declarations)

Page 4: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Access

Continuous Reporting

MP

Page 5: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Publishable Summary

Page 6: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Deliverables

Template for Progress Report

Page 7: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Milestones

Page 8: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Publications

All publications must mention the EU funding (sentence in GA Art. 29.4)

OpenAIRE: https://www.openaire.eu/

Page 9: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Dissemination

Communications must mention the EU funding (sentence in GA Art. 38.1.2)

Page 10: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Patents

All patents must mention the EU funding

(sentence in GA Art. 27.3)

Page 11: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous ReportingSME Impact & Gender

Page 12: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous ReportingStaff Declarations

Splits correctly encoded

Library of RDs: shows duplicate entries

Secondment Declarations

Page 13: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Researcher Info

Page 14: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Continuous Reporting Secondments

Page 15: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting

Same tabs as Continuous Reporting Module +3 extra

▪ Critical Risks

▪ Technical Report Part B

(Word Template)

▪ Financial Statements

Page 16: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Access

Page 17: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Critical Risks

Page 18: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Technical Report

Part B Sections1. Explanation of the work carried out by the beneficiaries

and Overview of the progress including the link between secondments and WPs tasks

2. Update of the plan for exploitation and dissemination of results (if applicable)

3. Update of the data management plan (if applicable)

4. Follow-up of recommendations and comments from previous review(s) (if applicable)

5. Deviations from Annex 1 and Annex 2 (if applicable)

Page 19: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Financial Statements

Page 20: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Eligible Costs

▪ Minimum 1 Month / secondment

▪ Maximum 12 Months / staff member

▪ 1 M = day x of Month Y to day x-1 of Month Y+1

▪ Less than 1 month = pro-rata of 30 days

▪ Examples:

• 1 January – 31 January = 1 month

• 12 February – 11 March = 1 month

• 12 February – 10 March = 27 days (not eligible)

• 15 June – 17 August = 2 months + 3 days

Page 21: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Calculation of costs

Page 22: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Periodic Reporting Submission

Coordinator

Beneficiaries

Beneficiaries

Coordinator

Coordinator

Coordinator

Page 23: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Final Report

▪ Periodic report of the last period

▪ Additional documents are generated upon submission:

• Final summary financial statement

• Request for payment of the balance

Page 24: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Additional InformationParticipant Portal

Completion of Technical Reporthttps://webgate.ec.europa.eu/fpfis/wikis/pages/viewpage.action?pageId=107942610

How to complete financial statement for RISE projects

https://webgate.ec.europa.eu/fpfis/wikis/display/ECResearchGMS/How+to+complete+your+financial+statement+-+MSCA-RISE

The reporting process in generalhttps://webgate.ec.europa.eu/fpfis/wikis/display/ECResearchGMS/Reporting+process+-+general

Calculation of secondments duration for RDshttps://webgate.ec.europa.eu/fpfis/wikis/display/ECResearchGMS/Completing+the+Researcher+Declaration+Tab+for+MSCA-RISE

Page 25: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

➢ Progress report: Deliverable Month 12 & 36*

By deadline set in GA Annex I

➢ Periodic report: Month 24 & End of Project

60 days from end of period

➢ Final report: End of Project

60 days from end of project

➢ Deliverables: Continuous Reporting

By deadline set in GA Annex I

➢ Researcher Declarations: Continuous Reporting

Within 20 days from start of secondment

Before Submission: Double Check Dates and Secondments Split

Key Messages

Page 26: H2020-RISE-2017 Coordinators day Reporting & Payment · Periodic Reporting Technical Report Part B Sections 1. Explanation of the work carried out by the beneficiaries and Overview

Thank you