Post on 21-Feb-2019
Agenda - Webinar 28 Nov 2016
• 14:00-14:05: Introduction
• 14:05-14:50: Horizon 2020 periodic reporting:
– 14:05-14:20: Technical
– 14:20-14:50: Financial
• 14:50-15:10: Periodic Reviews
• 15:10-15:45: BBI-JU specific annual reporting: IKOP & KPIs
• 15:45-16:00: Additional info & next steps
www.bbi-europe.eu
1
Reporting – periodic vs. annual
Operating under Horizon 2020 (EC)
→ Periodic Reporting as indicated in the GA
(1) Scientific & Impact Report (technical report)
(2) Financial report
- Individual financial statement from each beneficiary
- Explanation of the use of resources
3
Execution of all tasks arising from Council Regulation
establishing BBI JU → Annual reporting
(1) BBI-specific Key Performance Indicators (KPIs)
(2) In-kind (IKOP)* & in cash contribution (reporting to BBI JU),
additional investments (reporting to BIC)
Webinar process
• Purpose
– BBI JU
• gives feedback, based on your reporting-related questions
• collects remaining / unsolved questions
– Focus on general Q&A, not project-specific issues
• Each agenda point: 2 parts
1. Presentation by BBI JU (Powerpoint)
2. Q&A session, based on questions received via the Chat function
4
How to use the chat function?
• One-way system
– Every participant can ask questions to the
presenter in real time
– You don’t see names or questions from other
participants
• Chat questions will be answered:
– During the presentation
– After each presentation, during the Q&A session
– After the webinar (via e.g. updated FAQ for
coordinators) 5
Agenda - Webinar 28 Nov 2016
• 14:00-14:05: Introduction
• 14:05-14:50: Horizon 2020 periodic reporting:
– 14:05-14:20: Technical
– 14:20-14:50: Financial
• 14:50-15:10: Periodic Reviews
• 15:10-15:45: BBI-JU specific annual reporting: IKOP & KPIs
• 15:45-16:00: Additional info & next steps
www.bbi-europe.eu
6
Reporting / review / payment cycle
www.bbi-europe.eu
8
1
• Period X (12-18months)
• Project consortium carries out work as described in DoA
• The coordinator submits deliverables and milestones (“continuous monitoring / reporting”)
2 • Reporting (Periodic and final)
• Coordinator submits report(s) (60 days after end of PX)
3a • Review (OPTIONAL)
• External experts review PX report & deliverables
3b • Assessment of PX by BBI JU
• Q&A, resubmission of updated PX report / deliverables possible
4 • Payment (BBI JU pays to the coordinator). The coordinator must distribute the
payments between beneficiaries
Periodic reporting
• Similar to Horizon 2020
BBI JU uses the H2020
template for periodic reporting,
available on the Participant
Portal
• Periodic report structure
– Periodic technical report (Part A & B)
– Periodic financial report
www.bbi-europe.eu
9
Technical, Part A - Structure
0. Cover page
1. Summary for publication
2. Deliverables
3. Milestones
4. Ethical issues (if applicable)
5. Risks & mitigation actions
6. Dissemination & exploitation
7. (Impact on SMEs)
8. (Open Research data)
9. Gender 10
The template
contains
additional info on
how to complete
each heading =>
please read the
template
Technical, Part A - Structure
0. Cover page
1. Summary for publication
2. Deliverables
3. Milestones
4. Ethical issues (if applicable)
5. Risks & mitigation actions
6. Dissemination & exploitation
7. (Impact on SMEs)
8. (Open Research data)
9. Gender 11
Green bold items:
• (Partially) pre-
filled, based on
data gathered via
GA, deliverables
and milestones...
• ...but additional
info and/or
justifications are
required (e.g.late
deliverable
submission
Technical, Part A – Tips & tricks
0. Cover page
1. Summary for publication
2. Deliverables
3. Milestones
4. Ethical issues (if applicable)
5. Risks & mitigation actions
6. Dissemination & exploitation
7. (Impact on SMEs)
8. (Open Research data)
9. Gender 12
Focus on a (broad)
target audience; this text
will be published!
Explain / justify delays
and modifications; give
BBI JU as well as external
reviewers enough info to
assess DoA changes
Use the periodic report as
an opportunity to reassess
risks + update the risk &
mitigation measures
• General
– The “narrative part”
– To be uploaded as a PDF document ( Part
A: ‘structured’ in Sygma)
• Content
– Explanations of the work carried out by the
beneficiaries during the reporting period
– Please use structure of Part B Periodic
Technical report
www.bbi-europe.eu
13
Technical, Part B - overview
1. Work carried out + overview of
progress
2. Update of exploitation and
dissemination plan(1)
3. Update of data management
plan(1)
4. Follow-up of recommendations
and comments from previous
review(s)(1)
5. Deviations from Annex 1 and
Annex 2(1) 14
Technical, Part B - Structure
“No page limit
per work
package but
report shall be
concise and
readable. Any
duplication
should be
avoided”
1. Work carried out + overview of
progress
2. Update of exploitation and
dissemination plan(1)
3. Update of data management
plan(1)
4. Follow-up of recommendations
and comments from previous
review(s)(1)
5. Deviations from Annex 1 and
Annex 2(1) 15
Technical, Part B - Content
(1) =if applicable
Part B uses a
’variance’
approach (= how
different are the
performed
activities from the
activities
described in the
DoA?)
1. Work carried out + overview of
progress
2. Update of exploitation and
dissemination plan(1)
3. Update of data management
plan(1)
4. Follow-up of recommendations
and comments from previous
review(s)(1)
5. Deviations from Annex 1 and
Annex 2(1) 16
Technical, Part B – Tips & tricks
Part A, point 6:
exploitation,
dissemination &
communication
activities that were
carried out
Provide enough
information so that
BBI JU / review
experts can assess
your work
Agenda - Webinar 28 Nov 2016
• 14:00-14:05: Introduction
• 14:05-14:50: Horizon 2020 periodic reporting:
– 14:05-14:20: Technical
– 14:20-14:50: Financial
• 14:50-15:10: Periodic Reviews
• 15:10-15:45: BBI-JU specific annual reporting: IKOP & KPIs
• 15:45-16:00: Additional info & next steps
www.bbi-europe.eu
18
Overview
• Categories of costs
• Personnel costs
• Other direct costs
• Sub-contracting and third parties
• Participants’ guarantee fund
• Certificates and audits
• Ineligible costs
• Payment modalities
www.bbi-europe.eu
H2020 financial rules
One set of rules for all actions, introduction of simplification
measures:
o All rules and guidelines included in the H2020 ANGA
o Electronic submission of periodic/final reports,
amendments
o Reduced number of cost categories, reimbursement
rates, indirect costs type, CFS
o Wider acceptance of accounting practices of the
beneficiary
o Confirmation of effective measures foreseen in FP7
(guarantee fund)
www.bbi-europe.eu
Eligible costs (Art. 6 of the GA)
• Actual costs
– Incurred by the beneficiary
– During the reporting period
– Indicated in the estimated budget
– Incurred in connection with the action
– Identifiable and verifiable
– Comply with national law
– Reasonable (sound financial management)
www.bbi-europe.eu
22
• Costs actually incurred, identifiable and verifiable, recorded in the accounts, etc.
• NEW: non-deductible VAT paid is also eligible
Actual costs
• A fixed amount per unit determined by the Commission Example: SME owners' unit cost
• For average personnel cost (based on the usual accounting practices – with or without COMUC)
Unit costs
• A percentage to be calculated on the eligible costs
Example: 25 % flat rate for indirect costs Flat rate
Categories of costs
Personnel costs
• Standard case: persons hired by the beneficiary via an employment contract (quaified as such under national law)
• Other cases:
– Employees of a third party seconded to the beneficiary (must be set in Annex 1!)
– Natural persons hired directly via a contract other than an employment contract if:
They work under hierarchical dependence within the beneficiary structure and (in general) work at the beneficiary's premises
The result of the work belongs to the beneficiary
The costs are similar than those of an employee of the beneficiary with similar tasks
Personnel costs
other type of costs related to staff:
• Under other goods and services:
– Contracts with interim companies
– Natural persons working autonomously
(consultants)
– Natural persons paid for deliverables and not
on the basis of working time
• Subcontract
– Certain type of contracts (i.e. “Italian contracts”)
Staff related costs:
• Teleworking: yes
• In kind benefits: yes
• Recruitment costs: no (indirect costs)
• Remuneration of students: yes
• Parental leave: yes
• Costs of public offcials: yes
• Supplemetary contract: yes if usual practice and authorised by the law
Always if conditions of art. 6 are met!
Calculation of personnel costs
• Personnel costs = (hours worked X hourly rate) + additional remuneration (only for non-profit)
• Hourly rate calculated: 1. Actual costs = annual personnel costs/annual
productive hours
2. Unit costs = Average personnel costs, as defined in the beneficiaries usual accounting practice (or methodology)
3. Unit cost = defined by the EC for SMEs owners not receiving a salary
www.bbi-europe.eu
Tips: • The hourly rate is to be calculated per financial year • If the financial year is not closed at the time of reporting, the beneficiary
must use the last closed financial year available. • Beneficiaries adviced to keep timesheet
Calculation of personnel costs
• Annual productive hours: – 1720 hours: you must use this option if the
employment contract does not specify the working
time conditions or if the "annual workable hours"
cannot be determined (advised to use this option)
– Individual annual productive hours: Formula:
annual workable hours + overtime - absences
– Standard annual productive hours: According to
the beneficiary's usual accounting practices. Minimum
threshold: annual productive hours ≥ 90 % of the
standard annual workable hours
www.bbi-europe.eu
Other direct costs
• Travel costs and subsistence allowance
• Equipment costs (depreciation)
• Consumables
• Dissemination costs
• CFS (!)
• Translation costs
• IPR costs
• Others
Tip: justify the main cost items included in this category
• VAT:
– Non deductible VAT is an eligible cost
– Deductible VAT is not eligible
• Bank fees:
– For transfers from BBI are not eligible costs
– For transfer from COO to beneficairies are eligible costs
• Kick off meeting travel costs are eligible? Yes, but the
meeting has to take place during the project (not before)
• Lease costs are eligible under other direct costs
Other direct costs
Exchange rate provisions
• If beneficiaries accounts are in €:
– For purchases in other currencies conversion into
Euros according to its usual accounting practice
• If beneficiary’s accounts are in another currency:
– Average of the daily exchange rates published in the
Official Journal of the EU calculated over the reporting
period.
www.bbi-europe.eu
Tip: use the editable charts on the website of the European Central Bank at:
http://www.ecb.europa.eu/stats/exchange/eurofxref/html/index.en.html
H2020 sub-contracting
Identified in DoA as action task
Subcontract not foreseen in DoA is in principle not eligible
Based on business conditions
Best value for money (no specific procedure)
No supervision of the beneficiary
Subcontractor has no rights vis-à-vis BBI, but can be
audited
Tips:
• Treat sub-contracting as you would do in your usual practice
• Contact your PO in case you want to include unforeseen sub-contracting
Third parties
• What is a third party?
– A legal entity which carries out work of the action, supplies
goods or provide services for the action, but which did not sign
the grant agreement
• What types of third parties?
– Third parties directly carrying out part of the work described in
Annex 1 (linked third parties, sub-contactors)
– Other third parties providing resources, goods or services to the
beneficiaries for them to carry out the work described in DoA
(contractors, in kind contributors)
Tip: Third parties have the same reporting obligation as beneficiaries (financial statement)
Types of third parties
CHARACTERISTICS
Does work of the action
Provides resources or services
What is eligible?
Must be indicated
in Annex 1
Indirect costs
Selecting the third party
Articles
Linked third party
YES NO Costs YES YES Must be affiliated or have a legal link
Article 14
Subcontractors YES NO Price YES NO Best value for money, avoid conflict of interest
Article 13
Third party providing
in-kind contributions
NO YES Costs YES YES Not used to circumvent the rules
Articles 11 and 12
Contractors NO YES Price NO YES Best value for money, avoid conflict of interest
Article 10
Tip: Contact your Project officer for an informal opinion
Third parties
Participants’ guarantee fund
• Aims at covering the financial risks during the
implementation of the project.
• Intervenes
– if a beneficiary does not reimburse any requested amount to
the consortium or to the BBI and
– if the consortium accepts to continue the project at the same
conditions without this beneficiary
• An equivalent amount will be transferred to the
coordinator to allow for the continuation of the project.
• Amount not limited to the 5% contribution
Tips: • Immediately react about possible financial risks with a beneficiary • Keep track precisely about how the pre-financing and the EU funds have been
distributed among the beneficiaries
Certificates and ex post audits
• Certificate on the financial statements: Only for final payments (EU contribution>325,000€)
• Certificate on the methodology: Optional for average personnel costs (now under unit costs)
• Ex post audits can be carried out by the European commission or by external audit companies in any moment up to 2 years after the payment of the balance.
• If systemic errors (recurrent errors, irregularities, fraud or breach of obligations) are detected, the correction will be extended to other GAs under H2020
Ineligible costs
• Identifiable taxes and duties • Deductible VAT • Interest owed • Provisions for possible future losses/charges • Exchange losses • Bank charges (for PF/PP transfer from BBI) • Excessive or reckless expenditure • Costs reimbursed in respect of any other EU project • Others Tips: • Non-deductible VAT is an eligible cost (new!)
• If any doubt consult your project officer
Tips for beneficiaries
• Do not claim estimated costs, be accurate
• Do not claim budgeted costs
• Claim depreciation of goods, not full cost
• Use your current accounting practice, your usual recording system for working hours devoted to the project (timesheets always the best way to keep working time!)
• Chase best value for money (subcontracting)
• Justify exceptions (unforeseen subcontracting)
• Always contact your PO to have clarifications
Interim Payments 90 days From reception of periodic report
→ Based on financial statements (EU contribution= eligible costs approved X reimbursement rate)
→ Limit = 90 % of the maximum grant (Retention 10%)
Payment of the Balance 90 days From reception of final reports
Tips: • Take into account the impact of project reviews • Respect deadlines in providing periodic reports and answer to request
for clarifications from BBI
Periodic payment
Max Grant amount = 100
PF = 50%
Pre-financing = 45 5% for Guarantee fund
Claim period 1=50
Interim Payment=40
Claim period 2=50
Payment of the balance = 10
month 1
month 12
Month 24
Pro
ject d
ura
tion
Guarantee Fund
restitution = 5%
Example of calculation of interim
payment (2 rep. periods)
Max Grant amount = 100 (40+30+30)
PF = 50% of EU contrib. period 1 and 2 = 35
Pre-financing = 30 + 5 (5% for Guarantee fund)
Claim period 1=60
Interim Payment=55
Claim period 3=20
Payment of the balance = 10
month 1
month 12
month 24
Pro
ject d
ura
tion
Guarantee Fund
restitution = 5%
month 36
Claim period 2=30
Interim Payment=0
Example of calculation of interim
payment (3 rep. periods)
Agenda - Webinar 28 Nov 2016
• 14:00-14:05: Introduction
• 14:05-14:50: Horizon 2020 periodic reporting:
– 14:05-14:20: Technical
– 14:20-14:50: Financial
• 14:50-15:10: Periodic Reviews
• 15:10-15:45: BBI-JU specific annual reporting: KPIs & IKOP
• 15:45-16:00: Additional info & next steps
www.bbi-europe.eu
44
Reporting / review / payment cycle
www.bbi-europe.eu
46
1
• Period X (12-18months)
• Project consortium carries out work as described in DoA
• The coordinator submits deliverables and milestones (“continuous monitoring / reporting”)
2 • Reporting (Periodic and final)
• Coordinator submits report(s) (60 days after end of PX)
3a • Review (OPTIONAL)
• External experts review PX report & deliverables
3b • Assessment of PX by BBI JU
• Q&A, resubmission of updated PX report / deliverables possible
4 • Payment (BBI JU pays to the coordinator). The coordinator must distribute the
payments between beneficiaries
Purpose of reviews
• To provide additional information for...
– BBI JU, to assess periodic reports,
deliverables & milestones
– Projects (additional input ~ ‘external advisory
board’)
• Looking...
– Back: check progress made during the past
period
– Forward: streamline, (re)focus,...
www.bbi-europe.eu
47
Frequency of reviews
• Reviews are ‘optional’
• After 1st period(ic report)
– Common practice in Horizon 2020
– Also used by BBI JU for ALL its projects...
– ...so your project is not ‘under surveillance’ / at risk because a review has been organised
• Additional reviews?
– Depending on results of past reviews...
– ...and submitted deliverables, periodic asessments,...
48
Review participants
• Project representatives
– Typically coordinator & WP leaders...
– ...but other relevant representatives are possible
– Main question: “who can (best) answer questions about activities during past period?”
• 1-3 review experts
– External (no link / CoI with consortia)
– Experts in their field (scientific, business,...)
• BBI JU (moderation / facilitation / time-keeping)
www.bbi-europe.eu
49
Review process
• Review expert selection
– Suggestions (with no CoI) asked from consortia
– Experts pre-selected by BBI JU are double-
checked with consortia (no commercial CoI)
– Final selection by BBI JU
• Selected reviewer(s) write individual review
report(s)
• Review meeting (see next slide)
• Reviewers write consolidated review report
www.bbi-europe.eu
50
Review meetings: 0,5+1+0,5 days
• Day 1 (optional; PM only)
– BBI JU & reviewers
– Compare notes / individual reviews, prepare questions
• Day 2 (AM+PM)
– Project representatives, reviewers & BBI JU
– Presentations, ask questions, moderate
• Day 3 (optional; AM only)
– BBI JU & reviewers
– Prepare draft consolidated review report
51
Typical agenda for ‘Day 2’
• 9:00-17:30
• Presentation + Q&A
– Per WP or per combination of WPs
– BBI JU: time-keeping & moderator role
• Discussed beforehand between BBI JU and coordinator:
– Agenda & participants
– Presentation format (=> similar type of presentation for all WPs + reviewers know what to expect)
www.bbi-europe.eu
52
What happens after meetings?
• Consolidated review report
– Written by the review expert(s)
– Provided to the consortium
– Used by BBI JU as an additional input for the periodic assessment
• Additional questions (if any)
– Will be asked to the consortium
– Reworked deliverables and/or periodic report might be necessary
• BBI JU assessment is finalised
• Next payment 53
Tips & tricks for reviewers
• Make a distinction between essentials & ‘nice to haves’
– If essential changes are needed: amendment?
– ‘Nice to haves’ can (but not always) add value
• Put yourself in the position of the consortium
– What type of input would add value, moving forward?
– Be / write in a constructive way
– Highlight elements relevant for both BBI JU and the consortium 54
Reporting / review / payment cycle
www.bbi-europe.eu
55
1
• Period X (12-18months)
• Project consortium carries out work as described in DoA
• The coordinator submits deliverables and milestones (“continuous monitoring / reporting”)
2 • Reporting (Periodic and final)
• Coordinator submits report(s) (60 days after end of PX)
3a • Review (OPTIONAL)
• External experts review PX report & deliverables
3b • Assessment of PX by BBI JU
• Q&A, resubmission of updated PX report / deliverables possible
4 • Payment (BBI JU pays to the coordinator). The coordinator must distribute the
payments between beneficiaries
Agenda - Webinar 28 Nov 2016
• 14:00-14:05: Introduction
• 14:05-14:50: Horizon 2020 periodic reporting:
– 14:05-14:20: Technical
– 14:20-14:50: Financial
• 14:50-15:10: Periodic Reviews
• 15:10-15:45: BBI-JU specific annual reporting: IKOP & KPIs
• 15:45-16:00: Additional info & next steps
www.bbi-europe.eu
57
www.bbi-europe.eu
59
1.IKOP = costs incurred in the implementation of
the action but not funded by BBI JU
2.VALUATION AND CERTIFICATION
METHODOLOGY;
1. Based on eligible cost (=H2020 model)
2. Annual estimation(questionnaire)
3. Certification at the end of the project (CFS)
3.BBI JU monitors the leverage of private
investment.
IKOP – ‘in kind’
Name Participant Project Estimated value IKOP 2016
Project annual reporting
to BBI JU (KPI)
• All consortia of BBI projects will be
asked to report on the KPIs on an
annual basis by completing
a questionnaire
• In Feb 2016, a first draft of this
questionnaire was discussed with
representatives from the 10 Call 2014 projects
• Input KPI questionnaire will be sent to all coordinators in
Nov of each year. The coordinators will have at least
three weeks to complete the questionnaire (announced
in FAQ for coordinators)
61
• 21 November 2016: ‘KPI Questionnaire’ sent to the consortia of 36 running projects along with an accompanying document (email including KPI and IKOP questionnaires and explanations)
• 12 January 2017: Deadline for submitting your (=project specific) input back to the BBI JU (use this address: helpdesk@bbi.europa.eu/)
• Please submit your feedback on time
62
KPI questionnaire (2016)
- Schedule -
Time to respond:
more than 3 weeks
KPI questionnaire
- Objectives -
• Aims at assessing the projects’ contributions to the BBI
specific Key Performance Indicators (KPI) and expect
impacts by 2020 (socio-economic, environmental, etc.).
• The answers received via this KPI questionnaire
complement other BBI JU monitoring activities, such
as the project periodic reporting and via the deliverables
• The outcome of this questionnaire will contribute to the
BBI JU Annual Activity Report (AAR) and it is essential for
the BBI JU interim evaluation currently conducted by
external experts
• Please complete the questionnaire as good as you can
and provide high quality input to BBI JU 63
• The questionnaire includes questions addressing the
expected situation at the end of the project or by 2020
(the earliest date), assuming that the project will be
successful.
• The questions are divided in two parts:
Part I: Key Performance Indicators (KPI)
Part 2: Overall impacts
• A detailed description of each of the KPIs is included
• Quantitative and qualitative questions,
with drop-down options and there is always a possibility to
provide other qualitative information and explanations
KPI questionnaire
- Structure -
64
Contribution of the project towards specific research
and innovation targets of BBI JU (KPI level 2)
66
KPI Questionnaire
- Structure -
Part I: Key Performance Indicators (KPI)
KPI 1 New cross-sector interconnections
in BBI projects
KPI 2 New (or optimised) bio-based value chains
KPI 3 BBI Cooperation projects
KPI 4 New building blocks based on biomass of European origin
KPI 5 New bio-based materials
KPI 6 New demonstrated ‘consumer’ products based on
bio-based chemicals and materials
KPI 7 BBI Flagships projects
KPI 8: ‘TRL gain': validated technologies that fill gaps in value chains
Objectives & KPIs
BBI JU specific objectives: demonstrate
technologies; develop business models,
set up flagship biorefinery plants:
Measured at programme level
Measured at programme level
KPI Questionnaire
Part I: KPI
• Quantitative question (Number)
• Qualitative questions, e.g. for KPI 1
- Indicate the interconnected sectors (Agriculture, Forestry, etc.)
- Aspects in which the cross-sector interconnections are new:
(Feedstock, Technologies, Markets, Supply chain management, Regions)
Similar structure for KPI 2
KPI Questionnaire
Part I: KPI
• Quantitative question (Number)
• Qualitative questions, e.g. for KPI 4
- Provide a description
- Indicate aspects in which building blocks are new
(Feedstock, environmental, economic, product, other performance)
- Indicate quantitative estimates, if relevant and available
Similar structure for KPI 5 & KPI 6:
focus of your project?
KPI Questionnaire
Part I: KPI
• Quantitative question for the main technology:
- TRL at project start
- TRL at project end
• Qualitative questions
- Provide a short description of the transition process
from the starting to the targeted TRL
KPI 8
Contribution of the project towards expected impacts
of BBI (KPI level 1)
72
KPI Questionnaire
- Structure -
Part 2: Overall impacts
72
KPI Questionnaire
Part II: Overall Impact
• Four groups of potential impact (+ others)
Socio-economic impact; environmental impact; Health & safety,
Standards, regulations and policies, other impacts
• The same structure for all questions on impact
• Qualitative questions
- Provide a brief explanation
• Quantitative questions
- Indicate quantitative estimates, if relevant and available
KPI Questionnaire
Part II: Overall Impact
• The same structure for all questions on impact
• Qualitative questions
- Provide a brief explanation
• Quantitative questions
- Indicate quantitative estimates, if relevant and available
Agenda - Webinar 28 Nov 2016
• 14:00-14:05: Introduction
• 14:05-14:50: Horizon 2020 periodic reporting:
– 14:05-14:20: Technical
– 14:20-14:50: Financial
• 14:50-15:10: Periodic Reviews
• 15:10-15:45: BBI-JU specific annual reporting: IKOP & KPIs
• 15:45-16:00: Additional info & next steps
www.bbi-europe.eu
77
Where to find additional info?
GA
• Annotated Model Grant Agreement (A(M)GA)
• Legal basis for BBI JU Grant Agreements (GAs)
PP
• Participant Portal (PP), Horizon 2020’s IT portal
• BBI JU follows (most) H2020 rules => PP is relevant!
BBI JU
• BBI JU documents (e.g. FAQ for coordinators)
• Your Project Officer (PO)
www.bbi-europe.eu
79
A(M)GA
• http://ec.europa.eu/research/participants/data/r
ef/h2020/grants_manual/amga/h2020-
amga_en.pdf (recent update: v2.2 dd. 25/11/2016)
• GA structure + ‘notes’
– More than ‘just’ a legal document, many
examples, explanations,...
– Link with reporting, e.g. v2.1 (dd. 01/07/2016)
included an “Update of the explanations on
Article 18 regarding time records; including a
model of time-sheet with the minimum
requirements.” 80
PP – H2020 online manual
• http://ec.europa.eu/research/participants/d
ocs/h2020-funding-guide/grants/applying-
for-funding_en.htm
81
• In the left menu,
you can find a
whole section on
Grant Management
PP – H2020 online manual
82
Most relevant info
for periodic reports
and reviews...
...but please also check out
the ‘How to’ button (more
IT-related guidelines /
manuals, incl. screenshots)
BBI JU documents
• FAQ for coordinators
– Current version: v1.4 dd. 21/09/2016
– Includes BBI JU-specific info on e.g. reporting
and reviews, including links to other sources
(like the PP)
• Explanation to KPI questionnaire (cf. e-mail
21/11/2016)
• New documents or updates: based on
your needs!
www.bbi-europe.eu
85
Next steps?
• BBI JU
– Investigate remaining questions
– Update ‘FAQ for coordinators’
• Project consortia
– (Re-)read:
• Updated FAQ for coordinators
• ‘Additional information’ sources
– E-mail your BBI JU Project Officer for project-
specific questions
www.bbi-europe.eu
87
Do you have BBI expertise?
• Please consider registering as an expert on the Participant Portal (PP)
– BBI = broad field => different expertise needed!
– http://ec.europa.eu/research/participants/portal/desktop/en/experts/index.html
– As a BBI JU evaluator or reviewer, you’ll gain valuable BBI JU / H2020 insights...
• Better reviewers =
– Better follow-up of projects
– BBI JU’s objectives are reached
88