Beneficiaries screens
The Coordinator and the Beneficiaries are automatically listed after receiving the invitation letter.
- If a Framework Partnership Agreement (FPA) partner does not appear in a Specific Grant Agreement (SGA), the system will automatically add the missing partner as inactive (in the SGA) after the Invitation letter was sent out. In the exceptional case that the termination date of an FPA partner is after the starting date of an SGA, the user can manually add the terminated partner in the SGA.
Partner Summary
The Coordinator/beneficiary Partner Summary is automatically listed after receiving the invitation letter.
Please add the department (mandatory for all beneficiaries, except for Affiliated Entities)
Only for BBI: please indicate if a beneficiary is a Bio-based Industries Consortium (BIC) member: full or associated member . Note that once assigned and the GAP process finished, this status cannot be retroactively modified via an amendment. However, an amendment can be used to assign this status to beneficiaries which have never been indicated as BIC members.
For IMI2 JU: please indicate if a beneficiary is/is not a micro, small or medium-sized enterprise or other company with an annual turnover of EUR 500 million or less. Note that once assigned and the GAP process finished, this status cannot be retroactively modified via an amendment. However, an amendment can be used to assign this status to beneficiaries which have never been indicated as BIC members.
Financial Information
The Coordinator/beneficiary Financial Information is automatically listed after receiving the invitation letter.
Please check all information and update, if necessary.
For the types of action for which the article " Implementation of action tasks by beneficiaries not receiving EU funding" is applicable, {*}a distinction is being made between:
- Partners (Beneficiaries and Affiliated Entities (Linked Third Parties)) eligible for funding but requesting zero funding (beneficiaries that decided not to request any funding) and
- those that are not eligible for funding.
* This is Art.9 (for H2020), Art. 14 (for H2020 FPA), Art. 7 (for H2020 SGA), Art 8a (for non-H2020), Art. 13a (for non-H2020 FPA) and Art. 6a (for non-H2020 SGA)
The 'beneficiaries not eligible for funding' are beneficiaries which:
- are NOT from an EU Member State, H2020 associated country or third country listed in General Annex A to the H2020 Work Programme AND
- were NOT granted exceptional EU funding by the Commission/Agency (during the selection procedure) Please note that the eligibility criteria may vary according to the type of action and the rules for participation.
Consequently:
1.if the partner is eligible for funding but decides not to request funding, the "requesting zero funding" has to be flagged by the Partner or the Project Officer (PO)
When the "requesting zero funding" check box is selected, a simplified Cost Breakdown table will appear allowing the editing only of the Total costs. In case the user had filled in the rest of the Cost Breakdown information, this will be wiped out, except for the Total Costs (as the Cost breakdown information is not displayed).
2. if the partner is not eligible for funding, the "not eligible to receive funding" flag is automatically set and only the PO can authorise/revoke the granting of exceptional funding.
In both cases, the setting of the flag leads to the activation of Article 9 in the GA Options screen. In particular, this article is automatically activated for Partners not eligible for funding (typically partners from OCEF countries and International Organisations).
Affiliated entities (formerly known as Linked Third Parties)
Affiliated Entities - Financial information
The Coordinator/beneficiary Affiliated Entities (Linked Third Parties) Financial Information is not automatically listed after receiving the invitation letter.
Please enter all necessary information.
- The field "No Contribution Requested?" is now called "Participates as 'not receiving EU funding' and it is a check box.
- It has been clarified who is entitled to participate as 'not receiving EU funding':
- Only beneficiaries or affiliated entities (third parties) established in an OCEF country (OCEF = Other Countries which get Exceptional Funding) are entitled to participate as 'not receiving EU funding'; the system will automatically preselect the check box for those participants. Exceptionally, those participants might be entitled to receive EU funding; in this case, the project officer of the project should agree and only him is allowed to deselect the check box.
- Beneficiaries/affiliated entities (linked third parties) not receiving EU funding participate in the action but will NOT receive any EU funding. For such beneficiaries the tasks should be described in Annex 1 and the estimated costs should be mentioned in the separate column in Annex 2. These costs will however not be reimbursed or taken into account for the calculation of the grant.
Attention!! Unlike before 22/09/2016, participants NOT established in an OCEF country (e.g. Member State or Associated country) are NOT entitled to participate as 'not receiving EU funding'. There is NO exceptional handling of this rule. However, they can request ZERO max. grant amount; the system does not block it anymore.
Before "only beneficiaries or affiliated entities (third parties) established in an OCEF country" (OCEF=Other Countries which get Exceptional Funding) were entitled to participate as 'not receiving EU funding'. Now, also "International Organisations (IOs) of non-EU interest" are entitled to participate as 'not receiving EU funding'.
For CSA/RIA/IA: a distinction is being made between Partners (Beneficiaries and Affiliated Entities) eligible for funding but requesting zero funding and those that are not eligible for funding.
- Consequently:
- in the first case, the "requesting zero funding" has to be flagged by the Partner or the Project Officer (PO)
- in the second case, the "not eligible to receive funding" flag is automatically set (for Other Countries which receive Exceptional Funding (OCEF) and International Organisations (IOs)) and only the PO can deselect the check box
- In both cases, the setting of the flag leads to the activation of Article 9 in the GA Options screen. In particular, this article is automatically activated for Partners not eligible for funding (typically partners from OCEF countries and International Organisations).
- When the "requesting zero funding" check box is selected, a simplified Cost Breakdown table will appear allowing the editing only of the Total costs. In case the user had filled in the rest of the Cost Breakdown information, this will be wiped out, except for the Total Costs (as the Cost breakdown information is not displayed).
Specific Legal Data
The Coordinator/beneficiary international organisation Specific Legal Data will be available and are read-only.
Any missing fields will be completed by the EU officer.
Partner Membership (for the FCH types of action only)
The Partner Membership data is editable at project level by both the Consortium and is not automatically imported from the Proposal Submission tool (SEP).
Please select the relevant button to indicate if the participant is or not a member of the Industry Grouping or of the Research Grouping:
Please note that, after the GAP process has ended, this tab can only be edited if an amendment for adding a new beneficiary is launched.
Linked International Partner
The Linked International Partners of Coordinator/beneficiary are not automatically imported from the Proposal Submission tool (SEP).
Please enter all necessary information:
Add a new International Partner (International Partners may only come from countries not eligible for funding). An International Partner of a Beneficiary cannot appear as a Beneficiary in the same project, neither as a Linked Third Party for the same Beneficiary.
The International Partners are linked to Article 14a of the Model Grant Agreement , for which there is also a corresponding GA Option. If an International Partner is added, the GA Option "Art. 14a - International Partners" is automatically checked.
The option in Article 14a is also available to International Organisations (IOs) other than International European Interest Organisations.
Please note that "Joint Several Liability" can be edited only by EU Officers. You are also able to replace or delete an international partner.
Linked International Partner - Partner summary
Add all needed information in the Partner summary screen: edit Short name, add Partner Costs (including non-EU funded) and, if necessary, add department.
Reporting Periods
The Project Reporting Periods will be available.
For ISFP, AMIF, JUST-DRUGS: The default reporting option is fixed to one reporting period and no interim payments regardless project duration.
Deliverables
The Project Deliverables are not automatically listed after receiving the invitation letter.
Complete all necessary deliverables.
Please note that you can change the order of the deliverables by dragging and dropping .
- Please note that:
- All H2020 deliverables flagged with the dissemination level 'PUBLIC' will be published in Corda . An information tooltip will be displayed when a public deliverable is added to make the beneficiary aware that the public deliverable will be published in Corda after approval of the Project Officer.
- A new deliverable type ('Data') for non-H2020 is now available.
The Infrastructures tab will be available for H2020 topics involving transnational/virtual access to research infrastructures to add a type of access for research infrastructures:
- trans-national access: Art 16.1 is flagged in the GA options screen
- virtual access: Art 16.2 is flagged in the GA options screen
Please add all necessary infrastructures/installations and complete all the necessary fields for each of them.
To add an infrastructure/installation:
- Click the Add Infrastructure/Installation button.
- Complete all fields in the pop-up that opens. After you finished, click OK to add the infrastructure/installation to the table.
- You can modify the details of the installation if you click on its corresponding row in the table and edit the fields in the Installation screen.
Please note that once the installation is saved and added to the table, several fields, among which the short name of the infrastructure, will not be editable anymore. If you need to change them, delete the installation and add a new one.
| Step | Action | Image |
|---|---|---|
| 1. | To add a Principal Investigator: a. Click Add Principal Investigator |
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| b. Complete the fields in the pop-up, then click Add, and then, click Save. |  | |
| c. Select the relevant PI and complete the Personal information and Project related info tabs. See above to see how to complete these screens. |
| |
| 2. | To change the CoPI (Corresponding Principal Investigator): a. Click Change CoPI |
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| b. Select the new CoPI from the drop-down list and click Confirm. |
| |
| 3. | Click Save. |
Work Packages
The Project Work Packages are not automatically listed after receiving the invitation letter.
For IA/RIA/S2R-LS types of action: For the lump-sum pilot actions, it is not possible to indicate a lump-sum share for ‘Ethics requirements’ work package, even if you have planned activities for this work package.