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Monitoring your project. Marie Curie Career Integration Grants (and ERG/IRG). Monica HOEK. Girona, 28 September 2012. To help experienced researchers establish a research career in Europe ERG: For former Marie Curie fellows IRG: For European researchers who are active outside Europe - PowerPoint PPT Presentation
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Marie Curie Career Integration Grants (and ERG/IRG)Monitoring your project
Monica HOEK
Girona, 28 September 2012
• To help experienced researchers establish a research career in Europe– ERG: For former Marie Curie fellows– IRG: For European researchers who are active outside Europe
• Main “Deliverable”: A more independent Researcher with improved chances of having a successful research career in Europe.
• Important contribution to the European Research Area
Unit P.3 Integration Grants and Researchers’ Night
Fredrik Olsson HectorHead of Unit
Project Officers RG EmailTelephone
Laurent Correia [email protected] +3222980532Monica Hoek [email protected] +3222984215Chantal Huts [email protected] +3222951255Nuria Perez-Moneo-Santos [email protected]
+3222996198Petra Reiter [email protected] +3222954004Christina Totté [email protected] +3222965102David Wizel [email protected] +3222953380
Marie Curie Reintegration Grants
After the signature...what’s next?
Marie Curie Reintegration Grants
REPORTING
Purpose of Reporting
• Show REA (and Taxpayers) that the funds are being used a intended
• Demonstrate that contractual obligations are fulfilled
• Showing that policy objectives are met
• Make sure that projects are on tracks
Help us correct problematic projects
Help us identify “success stories”
Contractual Obligations
Researcher should be covered by work agreement- Declaration of conformity- Also indirectly from reports
Researcher should be working on the project and the field of research.
- Assessment of Periodic Report (or mid-term review report)- The project should be the one described in Annex I.- There can be deviations in the actual results and intended results.
The main deliverable is a Researcher becoming more independent and standing better chances of having a continued research career.
Guidance notes on project reporting
http://cordis.europa.eu/fp7/find-doc_en.html
Reporting & General Project Management
• Marie Curie Actions Financial Guidelines
• Reporting Guidance Notes
• Sesam online reporting tool
• Participant Portal
• FORCE-FormC Editor
• Guide to Financial Issues relating to FP7 Indirect Actions
• IPR Helpdesk
• Amendment Guide for FP7 Grant Agreements
• Presentations from Barcelona meeting
Typically, the first reporting period is for the first 24 months and the second reporting period for the remainder. Projects of less then 36 months duration will typically have 1 reporting period.
Please consult Article 3 of your grant agreement, in which the reporting periods are defined.
Duration Reporting period 1
Reporting period 2
Submission due
IRG 48 1 - 24 25-48 60 days after the end of the RPIRG 36 1 - 24 25-36
ERG 36 1 - 18 19-36 but now only one reporting period
IRG/ERG 24 Only 1 Reporting period 1 - 24
Reporting on scientific results and reintegration:
See Article 3 of the Grant Agreement for the Reporting Periods!
The REA sends a reminder per email to the contact person for administrative, legal and financial issues
Reporting on scientific results and reintegration – ERG/IRG:
Content:
– Publishable summary– Overview of project objectives as stated
in Part B– Attainment/ implementation of project
objectives so far incl. notably the reintegration
– Significant results– Deviations; their reason and corrective
action– Explanation of use of resources (not
anymore)– Dissemination activities (IRG)– Project Management
Please mind to submit theDeclaration of conformity!
Periodic Report, 3.1 Explanation of use of resources
Role of scientific reviewers
• REA relies on scientific review on a case-by-case basis
• Ethic reviewers in case of ethical monitoring
FINANCIAL REPORTING
Lump sum/flat rate funding
• Reintegration Grants/CIG are genuine flat rates which are not subject to verification of actual costs incurred: they are paid on the basis of the accomplishment of the action. In other terms, what shall be checked is whether the generating events corresponding to the activities financed by the lump sums, and not the related costs.
• The European Commission made an ex-ante assessment, when fixing these rates, that they do not generate profit.
• In principle, they cover a fraction of the cost of reintegrating the researcher: they are only an encouragement to the beneficiary, not a full coverage of expenses.
Lump sum/flat rate funding
• Actual spending and budget transfer between years is not relevant.
• The grant shall only be reduced in the situation of improper, partial or late implementation of the agreed work: there is no ex post reduction of the grant amount in case the beneficiary has made cost-savings neither any increase if they attracted additional sources of funding.
Payment modalities
– Pre-financing (45 days after entry into force of GA or after start date)
– Interim payments (IRG) based on reception of periodic report– Final payment based on reception of final report
Deadline for payment starts at reception of signed/stamped original form c with a previous electronic submission of form c
and of the correct periodic/final report
Certification of costs (audit) is NOT needed (EU contribution ≥ 375,000€)
Payments IRG/CIG
• Project start: 1st prefinancing of 50%, which amounts to 50.000 ,-€, minus 5% for the Guarantuee fund
• 2nd prefinancing of 40% after acceptance interim report IRG of 48 months: 40.000,- € IRG of 36 months: 18.750,- €
• 3rd payment of remaining 10% + reimbursement from Guarantee fund
Payments ERG
• Project start: 1st prefinancing of 36.000,- € (ERG 36 months) minus 5% for the Guarantuee fund
• 2nd payment of remaining amount at the end, after acceptance of final report + reimbursement from Guarantuee fund
Form C Interim (IRG/CIG)
Insert only the lump sum
IRG/CIG of 48 months:Report after 24 months
= 50.000 €
Form C
Stamp/Signature by responsible person from
financial services
Form C Interim (IRG/CIG)
•REA receives the Form C (signed paper copy + online)
•Checks the scientific report (online)
Form C Final (IRG/ERG/CIG)
Insert only the lump sum
IRG/CIG of 48 months2nd Form C after 48 months
Covering 24 months = 50.000 €
ERG of 36 (24) months: Form C covering the entire period
Submission of scientific report
• Scientific report – electronic submission via SESAM
• No original report is needed (recent)
- In case of incorrect/missing information
Rejection of report by POResubmission of report
Submission of Form C
• Financial report – electronic submission via FORCE
- Part of the information is prefilled- Monobeneficiaries click twice to submit the form C (as participant and as coordinator)
• Original paper version of Form C – to be signed by someone representing the financial services/ accountancy of the host institution
Timetable
• Submission of reports (original, signed version) within 60 calendar days after the end of the reporting period
• 105 days for the REA to check the reports and to transfer the next payment
• REA can stop the clock in case of incorrect information/ data or if documents are missing
– 105 days period suspended until reception of missing data/documents
The Research Participant Portal
http://ec.europa.eu/research/participants/portal/appmanager/participants/portal
The Research Participant Portal
Acces is based on an ECAS (European Commission Authentication System) account for each user.
Portal contact person is mentioned in the GPF during negotiation in NEF as « administrative contact person ». S/He will manage the access rights to the project (delegation of roles)
Contact your P.O. should you wish to change the Portal contact person
Amendments
• Exchange of letters between the beneficiary and the REA: written request signed by the authorised representative and REA approval letter signed by HoU
Amendments
• Cases:• Change of host – in exceptional duly justified cases• Change of start date• Change of authorised representative• Change of banking details• Change of description of work (Annex I – part B)• Suspension / Part time: request needed – researcher is
deemed to work full time for the project• Early termination (reports if prefinancing paid)
• Please notify change of scientist in charge, email addresses or contact details
Guidance documents
Negotiation guidance notes Standard model GA: Annex II and IIIReporting guidelines
http://cordis.europa.eu/fp7/find-doc_en.html
http://cordis.europa.eu/fp7/mariecurieactions/home_en.html
Information
FP7 Enquiry Helpdesk http://ec.europa.eu/research/enquiries
FP7 http://cordis.europa.eu/home_en.html
FP7 IT Helpdesk [email protected]
LEAR [email protected]
