Click on the red cross to remove the beneficiary

Confirm the removal of the beneficiary and its affiliated entities (linked third parties)

The beneficiary is now flagged as not acceded

Click on the undo icon to undo the removal

Please click here for more information.

AT3 **

Addition of a new beneficiary

 This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date

 For FPA-SGA only: at the level of SGAs, this type is a "connected" amendment .

 If a beneficiary is terminated due to non-accession or other reason and it re-enters in the project via an amendment, then it should (re-)sign the Accession Form and the Declaration of Honour.

Click on "Add new beneficiary" to add a new beneficiary

Search for the PIC you would like to add

Select the line of the PIC

Add the short name and select the type of start date

  If the beneficiary has been terminated due to non-accession or other reason and it re-enters in the project via an amendment, then the following message is displayed:

The new beneficiary is now flagged as new. Click on the replace, delete or edit icon to update the new beneficiary.

  In the case of a re-added beneficiary who has been previously terminated you can edit or undo the action only.

 To change the participation (e.g. requesting zero funding) of the newly-added beneficiary/affiliated entity (linked third party), follow the instructions for editing the beneficiary's Financial Information during grant preparation that you can find here. 

AT5a

Click on the icon to terminate the affiliated entity (linked third party)
 

Confirm the termination of the beneficiary and its affiliated entities (linked third parties)  

Complete the termination date and the reason of termination

The beneficiary is now flagged as terminated

 Click on the undo icon to undo the termination

Click on "Terminate" to remove the Internal Partner

Confirm that you want to proceed with the removal

Complete the information about the termination date and reason and click "OK"

If necessary, you may undo the termination or edit the termination data by clicking the corresponding buttons

Click "Save" to save your changes

Complete the amendment justification and save the changes.

AT6a**

Click on "Add new beneficiary" to add a new beneficiary  

Search for the PIC you would like to add  

Select the line of the PIC  

Add the short name and select the type of start date

The new affiliated entity (third party) is now flagged as new

 Click on the replace, delete or edit icon to update the new affiliated entity (third party)

Addition of an International Partner

 This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date

  For FPA-SGA only: at the level of SGAs, this type is a "connected" amendment .

 The addition of international partners is allowed on amendments after the end date of the project or after the termination date of the project.

An International Partner can be an IO (International Organisation) other than an International European Interest Organisation.

Choose the beneficiary for which you want to add an International Partner. In the "International Partners" tab, click on "add new International Partner".

Search for the PIC you would like to add .

Select the line of the PIC  

Add the short name and select the type of start date and click "OK"

The new international partner is now flagged as "New"

You may replace, delete or edit the details of the international partner by clicking the corresponding icons

Click "Save" to save your changes.

In "Amendment Information" tab, add the amendment justification

The amendment clause "AT6b - Addition of an international partner" is automatically flagged

AT7b

Click on the "Change to INACTIVE" icon to change the participation of a beneficiary from active to inactive (the option is not available for the coordinator).

Complete the date for the entry in force of the change (a fixed date or the date of the entry in force of the amendment) and press "Confirm":

Click on the "Change to ACTIVE" icon to change the participation of a beneficiary from inactive to active:

Complete the date for when the changes will start to apply (a fixed date or the date of the entry in force of the amendment) and press "Confirm":

To undo the change action, click on the "Undo" icon and confirm:

The following update will set the "Change of coordinator" type automatically:

Click on "Change coordinator" to change the coordinator 

Nominate the new coordinator and indicate whether you want to terminate the old coordinator

Select the new primary coordinator contact

AT9a**

Adding, updating or removing the GA Option 41.2 will automatically set the "Change of the option for authorisation to administer' type

AT21**

The following amendment types will automatically trigger the setting of the "Change of annex 1" type:

• Removal of beneficiaries due to their non-accession to the GA
• Removal of a beneficiary whose participation was terminated
• Addition of a new beneficiary
• Removal of an affiliated entity (linked third party)
• Addition of an affiliated entity (linked third party)
• Change of coordinator
• Change of the amount of the pre-financing 
• Change of the amount of the contribution to the Guarantee Fund
• Changes of Annex 2
• Change to the maximum grant amount 
• Change of beneficiary due to partial takeover 
• Resuming the action after suspension

The following changes of project data will automatically trigger the setting of the "Change of annex 1" type:

• Change of partner organisation
• Change of deliverables
• Change of milestones
• Change of reviews
• Change of work packages
• ...

If necessary, edit the date for when the changes will start to apply:

• Click on the data icon 

• Edit the date

Changing the action's title and/or acronym will automatically set the "Change of the action's title and/or acronym" type:

Changing the action's duration will automatically set the "Change of the action's duration" type:

AT24

Changing the action's starting date will automatically set the "Change of the action's starting date" type:

Change of reporting periods

Reporting periods with a closed or an ongoing reporting can NOT be changed.

Changing the reporting periods or the action's duration will automatically set the "Change of reporting periods" type:

Resuming the action after suspension

 The suspension end date cannot be earlier than the suspension start date and later than the project end date or the current date, if the project end date has not been defined.

 For FPA-SGA only: If an FPA is suspended, resuming the action after suspension for any linked SGA is not possible.

Select the type "Resuming the action after suspension"

Flag the type and click on the  icon

Edit the suspension end date and press "OK"

AT28

Changing any of the GA options for art. 29.3 (adding, removing, updating) will automatically set the "Change of the participation in the Research Data Pilot" amendment (AT28). 

For that, the Project Officer will have to flag/unflag the GA option(s) (only Projects Officers can do this action) and save the changes:

Afterwards, if necessary, the consortium can edit the date for when the changes will start to apply.

To do so, you can:

• Click on the data icon 

• Edit the data and click "OK" 

The following amendment types will automatically trigger the setting of the "Change of annex 2 (estimated budget of the action)" type:

• Removal of beneficiaries due to their non-accession to the GA
• Removal of a beneficiary whose participation was terminated
• Addition of a new beneficiary
• Removal of an affiliated entity (linked third party)
• Addition of an affiliated entity (linked third party)
• Change of coordinator
• Change of the amount of the pre-financing
• Change of the amount of the contribution to the Guarantee Fund
• Changes of Annex 2
• Change to the maximum grant amount 
• Change of beneficiary due to partial takeover 
• Resuming the action after suspension
• Change to the action's estimated eligible costs (the total for the project)

  The following change of project data will automatically trigger the setting of the "Change of annex 2" type:

• Change of budget of the beneficiaries (even if the total budget stays the same)

If necessary, edit the date for when the changes will start to apply:

• Click on the data icon 

• Edit the date

AT32a

Decrease of the maximum grant amount

 The maximum grant amount cannot be lower than the funding paid or submitted so far.

Project/Beneficiary Financial information screen: Decrease the maximum grant amount

Amendment information screen:  Check the "Decrease the maximum grant amount" type on the list:

AT36a

To add the GA Option via this amendment:

• Check the Article 6.2 (E1) - Equipment, infrastructure or  other assets eligible for full reimbursement box:

• Click on the calendar to select the Start Date:

• Save your changes. Click the  icon to edit the 'Equipment, infrastructure or other assets eligible for full reimbursement' variable.

 Please note that completing this variable is mandatory.

•  Edit the data and click OK:

Once you finished, save your changes. AT36a will be automatically flagged in the "Amendment Information" screen.

To update the GA option via this amendment:

•  Click the  icon to edit the 'Equipment, infrastructure or other assets eligible for full reimbursement' variable. Edit the data and click OK:

• If necessary, click the calendar to select the Start date for the change.

To remove the GA option via this amendment:

• Un-check the box corresponding to the Article

• If necessary, click the calendar to select the Start date for the change.

Click on "Select bank account"

Enter the last four IBAN digits of the account 

Click on the bank account number appearing and click select

The new bank account is now displayed

Change of the applicable law

 Contact the Commission/Agency before preparing your amendment

In the Beneficiaries screen, click on the row of the relevant beneficiary:

In the Specific Legal Information tab of the Beneficiary screen, click the Edit icon

• • Set the date for the entry into force of the changes:
    

• • • when selecting a fixed date: please select a date from the calendar
      
  • Select the relevant applicable law option (hover over the title of each option to see more information) and click Confirm:

All modifications are displayed in red in the Specific legal information screen

and after clicking Save  , all tabs being validated are displayed with three dots 

Click Edit () again to make further changes, if necessary           

Click Undo (), to undo the changes, if applicable.

If the change consists of choosing a different applicable law than the original one, you may need to define this in the GA options screen.

AT56

Modify the short name of the beneficiary and save your changes.

AT65

AT71

Transfer of the Grant Agreement (portability)

 For a retroactive transfer date, contact the Commission/Agency before preparing your amendment.

Add a full-time suspension 

 for MSCA-IF suspensions: a full-time suspension can be replaced by one or more suspension periods:

• Click the "Remove" button to remove the suspension period
  
  
• Click the "Add" button to add the suspension periods that replace the one removed

• "Save" the changes
  

Add a part-time suspension 

 for MSCA-IF suspensions: a part-time suspension can be replaced by one or more suspension periods:

• Click the "Remove" button to remove the suspension period

• Click the "Add" button to add the suspension periods that replace the one removed

• Save" the changes

Amendment type available only to MSCA-IF mono-beneficiary grants.

Click the Beneficiaries tab and choose "Transfer GA to new beneficiary"

Search for the new beneficiary to transfer the GA

Choose the beneficiary by clicking on it.

Edit transfer date and short name and click "OK".

Edit the contact information of the primary coordinator and click "OK".

Click "Edit" icon if you wish to modify the transfer date and short name of the new beneficiary.

Amendment type available for H2020 EJP Cofund GAs.

Add or remove the GA option "Art. 6.2.D.2 - Purchase costs of equipment for JET facilities"

If necessary, edit the start date and "Save" the changes.

These data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the pre-financing.

A third pre-financing field can be added:

The amount/percentage of the pre-financing can be changed by the EU Officer.

AT92 will be automatically flagged in the "Amendment Information" screen.

Universal Takeover

The LEAR should introduce the change in the Participant Register (through the Funding & Tenders Portal). This modification of the project data is recorded by the system as an Information Procedure (IP).

 T his Information Procedure is also supported for two exceptional cases of universal takeover (UTRO):

• from an Affiliated Entity (Linked Third Party) to its beneficiary
• from an Affiliated Entity (Linked Third Party and a beneficiary to a new beneficiary

In case of a Universal takeover, the history of all the active periods of the returning beneficiaries is now stored in the latest version of the project data. Moreover:

• on the Beneficiaries screen - the returning beneficiaries are marked as "returning":

• on the Legal information screen:
  • the last active period of the returning beneficiary is displayed next to the Start date: 

• • a Returning participant hyperlink is added: when accessed, the hyperlink opens a pop-up window which displays the dates when the beneficiary has been active in the project:

When a project is signed without a specific rule or project start date, the coordinator will be able to encode it after the grant signature. The pre-financing payment will be done after this date is known; this modification of the project data is recorded by the system as an NB (notification-based change).

Click on the red cross to remove the beneficiary

Confirm the removal of the beneficiary and its affiliated entities (linked third parties)

The beneficiary is now flagged as not acceded

Click on the undo icon to undo the removal

Please click here for more information.

AT3 **

Addition of a new beneficiary

 This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date

 For FPA-SGA only: at the level of SGAs, this type is a "connected" amendment .

 If a beneficiary is terminated due to non-accession or other reason and it re-enters in the project via an amendment, then it should (re-)sign the Accession Form and the Declaration of Honour.

Click on "Add new beneficiary" to add a new beneficiary

Search for the PIC you would like to add

Select the line of the PIC

Add the short name and select the type of start date

  If the beneficiary has been terminated due to non-accession or other reason and it re-enters in the project via an amendment, then the following message is displayed:

The new beneficiary is now flagged as new. Click on the replace, delete or edit icon to update the new beneficiary.

  In the case of a re-added beneficiary who has been previously terminated you can edit or undo the action only.

 To change the participation (e.g. requesting zero funding) of the newly-added beneficiary/affiliated entity (linked third party), follow the instructions for editing the beneficiary's Financial Information during grant preparation that you can find here. 

AT5a

Click on the icon to terminate the affiliated entity (linked third party)
 

Confirm the termination of the beneficiary and its affiliated entities (linked third parties)  

Complete the termination date and the reason of termination

The beneficiary is now flagged as terminated

 Click on the undo icon to undo the termination

Click on "Terminate" to remove the Internal Partner

Confirm that you want to proceed with the removal

Complete the information about the termination date and reason and click "OK"

If necessary, you may undo the termination or edit the termination data by clicking the corresponding buttons

Click "Save" to save your changes

Complete the amendment justification and save the changes.

AT6a**

Click on "Add new beneficiary" to add a new beneficiary  

Search for the PIC you would like to add  

Select the line of the PIC  

Add the short name and select the type of start date

The new affiliated entity (third party) is now flagged as new

 Click on the replace, delete or edit icon to update the new affiliated entity (third party)

Addition of an International Partner

 This amendment type is also available after the end date of the project (but NOT after the final payment) or after the termination date

  For FPA-SGA only: at the level of SGAs, this type is a "connected" amendment .

 The addition of international partners is allowed on amendments after the end date of the project or after the termination date of the project.

An International Partner can be an IO (International Organisation) other than an International European Interest Organisation.

Choose the beneficiary for which you want to add an International Partner. In the "International Partners" tab, click on "add new International Partner".

Search for the PIC you would like to add .

Select the line of the PIC  

Add the short name and select the type of start date and click "OK"

The new international partner is now flagged as "New"

You may replace, delete or edit the details of the international partner by clicking the corresponding icons

Click "Save" to save your changes.

In "Amendment Information" tab, add the amendment justification

The amendment clause "AT6b - Addition of an international partner" is automatically flagged

AT7b

Click on the "Change to INACTIVE" icon to change the participation of a beneficiary from active to inactive (the option is not available for the coordinator).

Complete the date for the entry in force of the change (a fixed date or the date of the entry in force of the amendment) and press "Confirm":

Click on the "Change to ACTIVE" icon to change the participation of a beneficiary from inactive to active:

Complete the date for when the changes will start to apply (a fixed date or the date of the entry in force of the amendment) and press "Confirm":

To undo the change action, click on the "Undo" icon and confirm:

The following update will set the "Change of coordinator" type automatically:

Click on "Change coordinator" to change the coordinator 

Nominate the new coordinator and indicate whether you want to terminate the old coordinator

Select the new primary coordinator contact

AT9a**

Adding, updating or removing the GA Option 41.2 will automatically set the "Change of the option for authorisation to administer' type

AT21**

The following amendment types will automatically trigger the setting of the "Change of annex 1" type:

• Removal of beneficiaries due to their non-accession to the GA
• Removal of a beneficiary whose participation was terminated
• Addition of a new beneficiary
• Removal of an affiliated entity (linked third party)
• Addition of an affiliated entity (linked third party)
• Change of coordinator
• Change of the amount of the pre-financing 
• Change of the amount of the contribution to the Guarantee Fund
• Changes of Annex 2
• Change to the maximum grant amount 
• Change of beneficiary due to partial takeover 
• Resuming the action after suspension

The following changes of project data will automatically trigger the setting of the "Change of annex 1" type:

• Change of partner organisation
• Change of deliverables
• Change of milestones
• Change of reviews
• Change of work packages
• ...

If necessary, edit the date for when the changes will start to apply:

• Click on the data icon 

• Edit the date

Changing the action's title and/or acronym will automatically set the "Change of the action's title and/or acronym" type:

Changing the action's duration will automatically set the "Change of the action's duration" type:

AT24

Changing the action's starting date will automatically set the "Change of the action's starting date" type:

Change of reporting periods

Reporting periods with a closed or an ongoing reporting can NOT be changed.

Changing the reporting periods or the action's duration will automatically set the "Change of reporting periods" type:

Resuming the action after suspension

 The suspension end date cannot be earlier than the suspension start date and later than the project end date or the current date, if the project end date has not been defined.

 For FPA-SGA only: If an FPA is suspended, resuming the action after suspension for any linked SGA is not possible.

Select the type "Resuming the action after suspension"

Flag the type and click on the  icon

Edit the suspension end date and press "OK"

AT28

Changing any of the GA options for art. 29.3 (adding, removing, updating) will automatically set the "Change of the participation in the Research Data Pilot" amendment (AT28). 

To do so, flag/unflag the GA option(s) and save your changes:

If necessary, the consortium can edit the date for when the changes will start to apply:

• Click on the data icon 

• Edit the data and click "OK" 

The following amendment types will automatically trigger the setting of the "Change of annex 2 (estimated budget of the action)" type:

• Removal of beneficiaries due to their non-accession to the GA
• Removal of a beneficiary whose participation was terminated
• Addition of a new beneficiary
• Removal of an affiliated entity (linked third party)
• Addition of an affiliated entity (linked third party)
• Change of coordinator
• Change of the amount of the pre-financing
• Change of the amount of the contribution to the Guarantee Fund
• Changes of Annex 2
• Change to the maximum grant amount 
• Change of beneficiary due to partial takeover 
• Resuming the action after suspension
• Change to the action's estimated eligible costs (the total for the project)

  The following change of project data will automatically trigger the setting of the "Change of annex 2" type:

• Change of budget of the beneficiaries (even if the total budget stays the same)

If necessary, edit the date for when the changes will start to apply:

• Click on the data icon 

• Edit the date

AT32a

Decrease of the maximum grant amount

 The maximum grant amount cannot be lower than the funding paid or submitted so far.

Project/Beneficiary Financial information screen: Decrease the maximum grant amount

Amendment information screen:  Check the "Decrease the maximum grant amount" type on the list:

AT36a

To add the GA Option via this amendment:

• Check the Article 6.2 (E1) - Equipment, infrastructure or  other assets eligible for full reimbursement box:

• Click on the calendar to select the Start Date:

• Save your changes. Click the  icon to edit the 'Equipment, infrastructure or other assets eligible for full reimbursement' variable.

 Please note that completing this variable is mandatory.

•  Edit the data and click OK:

Once you finished, save your changes. AT36a will be automatically flagged in the "Amendment Information" screen.

To update the GA option via this amendment:

•  Click the  icon to edit the 'Equipment, infrastructure or other assets eligible for full reimbursement' variable. Edit the data and click OK:

• If necessary, click the calendar to select the Start date for the change.

To remove the GA option via this amendment:

• Un-check the box corresponding to the Article

• If necessary, click the calendar to select the Start date for the change.

Click on "Select bank account"

Enter the last four IBAN digits of the account 

Click on the bank account number appearing and click select

The new bank account is now displayed

Change of the applicable law

 Contact the Commission/Agency before preparing your amendment

In the Beneficiaries screen, click on the row of the relevant beneficiary:

In the Specific Legal Information tab of the Beneficiary screen, click the Edit icon

• • Set the date for the entry into force of the changes:
    

• • • when selecting a fixed date: please select a date from the calendar
      
  • Select the relevant applicable law option (hover over the title of each option to see more information) and click Confirm:

All modifications are displayed in red in the Specific legal information screen

and after clicking Save  , all tabs being validated are displayed with three dots 

Click Edit () again to make further changes, if necessary           

Click Undo (), to undo the changes, if applicable.

If the change consists of choosing a different applicable law than the original one, you may need to define this in the GA options screen.

AT56

Modify the short name of the beneficiary and save your changes.

AT65

AT71

Transfer of the Grant Agreement (portability)

 For a retroactive transfer date, contact the Commission/Agency before preparing your amendment.

Add a full-time suspension 

 for MSCA-IF suspensions: a full-time suspension can be replaced by one or more suspension periods:

• Click the "Remove" button to remove the suspension period
  
  
• Click the "Add" button to add the suspension periods that replace the one removed

• "Save" the changes
  

Add a part-time suspension 

 for MSCA-IF suspensions: a part-time suspension can be replaced by one or more suspension periods:

• Click the "Remove" button to remove the suspension period

• Click the "Add" button to add the suspension periods that replace the one removed

• Save" the changes

Amendment type available only to MSCA-IF mono-beneficiary grants.

Click the Beneficiaries tab and choose "Transfer GA to new beneficiary"

Search for the new beneficiary to transfer the GA

Choose the beneficiary by clicking on it.

Edit transfer date and short name and click "OK".

Edit the contact information of the primary coordinator and click "OK".

Click "Edit" icon if you wish to modify the transfer date and short name of the new beneficiary.

Amendment type available for H2020 EJP Cofund GAs.

Add or remove the GA option "Art. 6.2.D.2 - Purchase costs of equipment for JET facilities"

If necessary, edit the start date and "Save" the changes.

These data cannot be edited by the Consortium. Please ask your EU officer to apply the necessary changes to the pre-financing.

A third pre-financing field can be added:

The amount/percentage of the pre-financing can be changed by the EU Officer.

AT92 will be automatically flagged in the "Amendment Information" screen.

Universal Takeover

The LEAR should introduce the change in the Participant Register (through the Funding & Tenders Portal). This modification of the project data is recorded by the system as an Information Procedure (IP).

 T his Information Procedure is also supported for two exceptional cases of universal takeover (UTRO):

• from an Affiliated Entity (Linked Third Party) to its beneficiary
• from an Affiliated Entity (Linked Third Party and a beneficiary to a new beneficiary

In case of a Universal takeover, the history of all the active periods of the returning beneficiaries is now stored in the latest version of the project data. Moreover:

• on the Beneficiaries screen - the returning beneficiaries are marked as "returning":

• on the Legal information screen:
  • the last active period of the returning beneficiary is displayed next to the Start date: 

• • a Returning participant hyperlink is added: when accessed, the hyperlink opens a pop-up window which displays the dates when the beneficiary has been active in the project:

When a project is signed without a specific rule or project start date, the coordinator will be able to encode it after the grant signature. The pre-financing payment will be done after this date is known; this modification of the project data is recorded by the system as an NB (notification-based change).