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Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November 2013 ©iStock

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Page 1: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Validation of Participants

Open Info DayHorizon 2020: Health, demographic change and wellbeing

Francisco de la TorreREA A1- Validation Services

22 November 2013

©iStock

Page 2: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Validation of participants

Part 1: How to obtain a PIC Part 2: The validation

process and LEAR nomination

Part 3: Update of organisation data

©iL.García

Page 3: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Glossary

PP Participant Portal PIC Participant

Identification CodeLEAR Legal Entity

Appointed Representative

VS Validation Services

©C.Pouret

Page 4: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Part I

How to obtain a PIC

©Shutterstock

Page 5: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

What does the Participant Portal offer?

Amongst other features, the PP hosts the organisations registration module, from where the validation process starts:

Data submission & documents upload over a web interface

Generation of the Participant Identification Code Nomination of the Legal Entity Appointed

Representative

Page 6: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

How to register your organisation?

Page 7: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Mandatory elements: legal name, address, contact and LEAR

Programme-related information: different statuses (including SME) are to be declared in order to participate in H2020

Financial Viability Check information to be filled out only when requested by the Validation Services

Page 8: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Once the registration completed:

After data submitted, you will receive an e-mail with the summary of your self-registration, and a temporary Participant Identification Code (PIC) will be provided to the applicant.

Applicants will be able to introduce corrections or updates to the data

The system supports documents upload up to 8 Mb.

©Shutterstock

Page 9: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Part II

The validation process and LEAR nomination

©Shutterstock

Page 10: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

The validation process:

The validation of a participant is unique and valid throughout the entire H2020 programme.

Entities validated under FP7 can keep their valid status and attributed PIC.

During the validation of a legal entity, the VS verify the (i) legal existence and (ii) the status of an applicant against H2020 Rules for Participation.

Page 11: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

The validation process:

SME status will be declared through a self-questionnaire to be filled out by any entity not yet validated as SME. If the SME status is an eligibility criterion, the entity may voluntarily request the VS to confirm the SME status based on the result of this questionnaire

Page 12: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Documents for validation

Legal entities form (signed and dated version, 3 templates: private, public, natural person)

VAT document or proof of exemption Registration extract (private entities) or law/decree

(public entities) LEAR nomination documents (blue ink)

Page 13: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Documents for validationH2020 status:

Non-profit status Research (non-profit) status Higher education International Treaty (international organisation)

Page 14: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Uploading documents

Page 15: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Uploading documents

Page 16: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Uploading documents

Page 17: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Providing documents upon request of VS

S

Go to 'documents tab'Select the 'requested' fieldBrowse option will appearUpload the relevant proofClick on 'submit for processing'

Page 18: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

The LEAR nomination

LEAR nomination mandatory (to allow e-signatory for GAs and financial statements)

Existing FP7 LEARs will have to renew mandate for H2020 upon invitation by the VS or as soon as H2020 is launched

Required documents (blue ink): LEAR appointment letter, roles and tasks (mandate), ID, proof of empowerment for legal representation

Page 19: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Part III

Update of organisation data

©Shutterstock

Page 20: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November
Page 21: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Request for update

Page 22: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Update data

Go to participant portal=> my organisations Select the programme Encode the request Click on 'update your data' For legal or programme-related data, the VS might

contact LEARs to provide legal/financial documentation

Page 24: Validation of Participants Open Info Day Horizon 2020: Health, demographic change and wellbeing Francisco de la Torre REA A1- Validation Services 22 November

Thank you for your attention!

©L.García