Project Management Guidelines for PLUG-N-HARVEST Project
undefined
Plug-N-Harvest
WP
7
-
PROJECT MANAGEMENT
ORGANIZATION:
CENTRE FOR RESEARCH & TECHNOLOGY HELLAS /
CERTH
PRESENTER(S):
CHRISTOS RAVANIS
MEETING:
KICKOFF MEETING, AACHEN, 21-22 SEPTEMBER 2017
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
1
September 19, 2024
Day-to-day activities
◦
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Project tasks & activities
◦
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Project Monitoring
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
2
o
Administration, preparation of minutes and provision of the chairman of the Project Plenary Board
and follow-up of its decisions.
o
Transmission of any documents and information connected with the Project between the Parties
concerned.
o
Establishing detailed management plans for the Project including technical & quality management
of the project achievements (deliverables, milestones, etc.)
o
Preparation of the periodic reports with cooperation of all the partners.
o
Day to day running of the Project.
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
3
Coordinator’s Responsibilities
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
4
Project Management
1.
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2
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s
i.
Reimbursement rate - indirect costs
ii.
Costs categories - budget transfers
iii.
Payments
iv.
Keeping records - Timesheets
v.
Monitoring (Checks, reviews & audits)
2.
Periodic Reporting - Periodic Management Reports
3.
Risk management and contingency planning
4.
Data Management & IPR
5.
Quality management scheme
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
5
Reimbursement rate
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
6
Indirect Costs
T
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=
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0
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x
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)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
7
Cost Categories
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
8
Eligible (Actual) Costs
o
They must be actually incurred by the beneficiary;
o
They must be incurred in the period set out in Article 3, with the exception of costs relating to the submission
of the periodic report for the last reporting period and the final report (see Article 20 of the AMGA);
o
They must be indicated in the estimated budget set out in Annex 2;
o
They must be incurred in connection with the action as described in Annex 1 and necessary for its
implementation;
o
They must be identifiable and verifiable, in particular recorded in the beneficiary’s accounts in accordance with
the accounting standards applicable in the country where the beneficiary is established and with the
beneficiary’s usual cost accounting practices;
o
They must comply with the applicable national law on taxes, labor and social security
o
They must be reasonable, justified and must comply with the principle of sound financial management, in
particular regarding economy and efficiency
o
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PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
9
Purchasing goods, works & services
If necessary to implement the action, the beneficiaries may purchase goods, works or
services.
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PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
10
Budget categories Transfers (1)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
11
Budget categories Transfers (2)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
12
Payments
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
13
Keeping Records (Actual Costs)
◦
Adequate records and other supporting documentation to prove the
costs declared, such as:
◦
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◦
In addition, the beneficiaries’ usual cost accounting practices and
internal control procedures must enable direct reconciliation between
the amounts declared, the amounts recorded in their accounts and the
amounts stated in the supporting documentation
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
14
Keeping Records (Timesheets)
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.
◦
In the absence of reliable time records of the hours worked on the action, the
[Commission][Agency] may accept alternative evidence supporting the number of hours
declared, if it considers that it offers an adequate level of assurance.
Exception
◦
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PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
15
Monitoring: checks, reviews & audits
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The Commission may — during the implementation of the action or afterwards — carry out reviews on the proper implementation of the
action (including assessment of deliverables and reports), compliance with the obligations under the Agreement and continued scientific
or technological
relevance of the action.
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.
A
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D
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S
Audits normally concern mainly the financial implementation of the action by a beneficiary (i.e. financial and budgetary implementation),
but may also cover technical aspects or compliance with other obligations under the GA.
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.
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
16
Monitoring: Project reviews
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a
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t
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(
i
.
e
.
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t
s
s
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t
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l
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i
c
a
l
i
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p
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m
e
n
t
a
t
i
o
n
)
,
b
u
t
m
a
y
a
l
s
o
c
o
v
e
r
f
i
n
a
n
c
i
a
l
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d
b
u
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g
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t
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m
p
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g
a
t
i
o
n
s
u
n
d
e
r
t
h
e
G
A
.
◦
They consist in an in-depth examination (often done with the help of independent experts)
of the progress of the action, and in particular:
◦
the degree to which the work plan has been carried out and whether all deliverables were
completed
◦
whether the objectives are still relevant and provide scientific or industrial breakthrough potential
◦
how resources were planned and used in relation to the achieved progress, and if their use
respected the principles of economy, efficiency and effectiveness
◦
the management procedures and methods of the action
◦
the beneficiaries’ contributions and integration within the action
◦
the expected potential scientific, technological, economic, competitive and social impact, and plans
for using and disseminating results
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
17
Periodic Reporting (1)
P
r
o
j
e
c
t
S
T
A
R
T
S
e
p
t
2
0
1
7
M
1
8
F
e
b
2
0
1
9
M
3
6
A
u
g
2
0
2
0
M
5
1
N
o
v
2
0
2
1
M
1
8
+
6
0
d
a
y
s
M
3
6
+
6
0
d
a
y
s
M
5
1
+
6
0
d
a
y
s
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
18
Periodic Reporting (2)
T
h
e
p
e
r
i
o
d
i
c
r
e
p
o
r
t
m
u
s
t
i
n
c
l
u
d
e
t
h
e
f
o
l
l
o
w
i
n
g
:
(
a
)
a
‘
p
e
r
i
o
d
i
c
t
e
c
h
n
i
c
a
l
r
e
p
o
r
t
’
c
o
n
t
a
i
n
i
n
g
:
◦
(
i
)
a
n
e
x
p
l
a
n
a
t
i
o
n
o
f
t
h
e
w
o
r
k
c
a
r
r
i
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d
o
u
t
b
y
t
h
e
b
e
n
e
f
i
c
i
a
r
i
e
s
;
◦
(
i
i
)
a
n
o
v
e
r
v
i
e
w
o
f
t
h
e
p
r
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g
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s
s
t
o
w
a
r
d
s
t
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o
b
j
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c
t
i
v
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s
o
f
t
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a
c
t
i
o
n
,
i
n
c
l
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m
i
l
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s
t
o
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s
a
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d
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l
i
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r
a
b
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s
i
d
e
n
t
i
f
i
e
d
i
n
A
n
n
e
x
1
.
◦
This report must include explanations justifying the differences between work expected to be carried
out in accordance with Annex 1 and that actually carried out.
◦
T
h
e
r
e
p
o
r
t
m
u
s
t
a
l
s
o
d
e
t
a
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p
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d
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s
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m
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f
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s
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t
s
a
n
d
—
i
f
r
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q
u
i
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d
i
n
A
n
n
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x
1
—
a
n
u
p
d
a
t
e
d
‘
p
l
a
n
f
o
r
t
h
e
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x
p
l
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t
a
t
i
o
n
a
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d
d
i
s
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m
i
n
a
t
i
o
n
o
f
t
h
e
r
e
s
u
l
t
s
’
;
◦
The report must indicate the communication activities
◦
(
i
i
i
)
a
s
u
m
m
a
r
y
f
o
r
p
u
b
l
i
c
a
t
i
o
n
b
y
t
h
e
C
o
m
m
i
s
i
o
n
;
◦
(
i
v
)
t
h
e
a
n
s
w
e
r
s
t
o
t
h
e
‘
q
u
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s
t
i
o
n
n
a
i
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’
,
c
o
v
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r
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p
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,
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b
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c
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x
t
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f
t
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H
o
r
i
z
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2
0
2
0
k
e
y
p
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f
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m
a
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i
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d
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c
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2
0
2
0
m
o
n
i
t
o
r
i
n
g
r
e
q
u
i
r
e
m
e
n
t
s
;
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
19
Periodic Reporting (3)
T
h
e
p
e
r
i
o
d
i
c
r
e
p
o
r
t
m
u
s
t
i
n
c
l
u
d
e
t
h
e
f
o
l
l
o
w
i
n
g
:
(
b
)
a
‘
p
e
r
i
o
d
i
c
f
i
n
a
n
c
i
a
l
r
e
p
o
r
t
’
c
o
n
t
a
i
n
i
n
g
:
◦
a
n
‘
i
n
d
i
v
i
d
u
a
l
f
i
n
a
n
c
i
a
l
s
t
a
t
e
m
e
n
t
’
(
s
e
e
A
n
n
e
x
4
)
f
r
o
m
e
a
c
h
b
e
n
e
f
i
c
i
a
r
y
,
f
o
r
t
h
e
r
e
p
o
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t
i
n
g
p
e
r
i
o
d
c
o
n
c
e
r
n
e
d
.
◦
a
n
e
x
p
l
a
n
a
t
i
o
n
o
f
t
h
e
u
s
e
o
f
r
e
s
o
u
r
c
e
s
a
n
d
t
h
e
i
n
f
o
r
m
a
t
i
o
n
o
n
s
u
b
c
o
n
t
r
a
c
t
i
n
g
(
s
e
e
A
r
t
i
c
l
e
1
3
)
a
n
d
i
n
-
k
i
n
d
c
o
n
t
r
i
b
u
t
i
o
n
s
p
r
o
v
i
d
e
d
b
y
t
h
i
r
d
p
a
r
t
i
e
s
(
s
e
e
A
r
t
i
c
l
e
s
1
1
a
n
d
1
2
)
f
r
o
m
e
a
c
h
b
e
n
e
f
i
c
i
a
r
y
,
f
o
r
t
h
e
r
e
p
o
r
t
i
n
g
p
e
r
i
o
d
c
o
n
c
e
r
n
e
d
◦
a
‘
p
e
r
i
o
d
i
c
s
u
m
m
a
r
y
f
i
n
a
n
c
i
a
l
s
t
a
t
e
m
e
n
t
’
(
s
e
e
A
n
n
e
x
4
)
,
c
r
e
a
t
e
d
a
u
t
o
m
a
t
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c
a
l
l
y
b
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t
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t
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n
i
c
e
x
c
h
a
n
g
e
s
y
s
t
e
m
,
c
o
n
s
o
l
i
d
a
t
i
n
g
t
h
e
i
n
d
i
v
i
d
u
a
l
f
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n
a
n
c
i
a
l
s
t
a
t
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m
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n
t
s
f
o
r
t
h
e
r
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p
o
r
t
i
n
g
p
e
r
i
o
d
c
o
n
c
e
r
n
e
d
a
n
d
i
n
c
l
u
d
i
n
g
—
e
x
c
e
p
t
f
o
r
t
h
e
l
a
s
t
r
e
p
o
r
t
i
n
g
p
e
r
i
o
d
—
t
h
e
r
e
q
u
e
s
t
f
o
r
i
n
t
e
r
i
m
p
a
y
m
e
n
t
.
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
20
Controls & Audits
◦
Keep timesheets
◦
Only real and actual costs
◦
No sub-contracting between partners
◦
Mind the depreciation
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
21
Project Management
1.
Project Management and H2020 rules
i.
Reimbursement rate - indirect costs
ii.
Costs categories - budget transfers
iii.
Payments
iv.
Keeping records - Timesheets
v.
Monitoring (Checks, reviews and audits)
2.
P
e
r
i
o
d
i
c
R
e
p
o
r
t
i
n
g
-
P
e
r
i
o
d
i
c
M
a
n
a
g
e
m
e
n
t
R
e
p
o
r
t
s
3.
Risk management and contingency planning
4.
Data management & IPR
5.
Quality management scheme
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
22
Periodic reporting in PnH
o
D
7
.
1
.
1
(
M
6
)
o
D
7
.
1
.
2
[
a
,
b
,
c
]
(
M
1
2
,
M
2
4
,
M
3
6
)
o
D
7
.
1
.
3
(
M
5
1
)
o
T
h
e
d
o
c
u
m
e
n
t
(
t
e
c
h
n
i
c
a
l
a
n
d
f
i
n
a
n
c
i
a
l
p
r
o
g
r
e
s
s
)
i
s
a
l
s
o
s
e
n
t
t
o
t
h
e
P
O
o
Project reporting periods (M18, M36
,
M51)
◦
Overview, including a publishable summary of the progress of work
◦
An explanation of the use of the resources
◦
Financial Statements (Form C)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
23
Project Management
1.
Project Management and H2020 rules
i.
Reimbursement rate - indirect costs
ii.
Costs categories - budget transfers
iii.
Payments
iv.
Keeping records - Timesheets
v.
Monitoring (Checks, reviews and audits)
2.
Periodic Reporting – Periodic Management Reports
3.
R
i
s
k
m
a
n
a
g
e
m
e
n
t
a
n
d
c
o
n
t
i
n
g
e
n
c
y
p
l
a
n
n
i
n
g
4.
Data management & IPR
5.
Quality management scheme
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
24
Risk Management & contingency plan
Main Objectives
◦
Identify (in early stages) risks per WP (WP leaders)
◦
Provide list of risks (technical, scientific, legal, behavioural, etc.) and contingency plans
◦
Provisional for each project outcome (software, etc.)
◦
Utilizing established methodologies for risk analysis (failure mode, effects analysis)
Actions from partners
◦
Inform of new identified risks to the PB
◦
Enhance the original risks identified during the project preparation and propose corresponding
mitigation measures (CERTH to request input from all partners until M3)
D
7
.
2
.
2
R
i
s
k
A
s
s
e
s
s
m
e
n
t
(
M
6
)
D
7
.
2
.
3
E
t
h
i
c
a
l
m
o
n
i
t
o
r
i
n
g
&
C
o
n
t
i
n
g
e
n
c
y
P
l
a
n
s
(
M
6
)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
25
Project Management
1.
Project Management and H2020 rules
i.
Reimbursement rate - indirect costs
ii.
Costs categories - budget transfers
iii.
Payments
iv.
Keeping records - Timesheets
v.
Monitoring (Checks, reviews and audits)
2.
Periodic Reporting – Periodic Management Reports
3.
Risk management and contingency planning
4.
D
a
t
a
m
a
n
a
g
e
m
e
n
t
&
I
P
R
5.
Quality management scheme
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
26
Data Management Plan (1)
D
e
s
c
r
i
b
e
:
◦
w
h
a
t
d
a
t
a
t
h
e
p
r
o
j
e
c
t
w
i
l
l
g
e
n
e
r
a
t
e
◦
w
h
e
t
h
e
r
a
n
d
h
o
w
i
t
w
i
l
l
b
e
e
x
p
l
o
i
t
e
d
o
r
m
a
d
e
a
c
c
e
s
s
i
b
l
e
f
o
r
v
e
r
i
f
i
c
a
t
i
o
n
a
n
d
r
e
-
u
s
e
◦
h
o
w
i
t
w
i
l
l
b
e
c
u
r
a
t
e
d
a
n
d
p
r
e
s
e
r
v
e
d
Detailed report for the data management policy of the project
The Data Management Plan will be updated as part of WP6 activities, if necessary (M6,
M24, M36)
D
6
.
1
.
2
[
a
,
b
,
c
]
(
M
6
,
M
2
4
,
M
3
6
)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
27
Data Management Plan (2)
P
r
o
c
e
d
u
r
e
:
C
E
R
T
H
w
i
l
l
d
i
s
t
r
i
b
u
t
e
a
t
e
m
p
l
a
t
e
(
d
a
t
a
i
d
e
n
t
i
f
i
c
a
t
i
o
n
f
o
r
m
)
t
o
b
e
f
i
l
l
e
d
i
n
b
y
a
l
l
p
a
r
t
n
e
r
s
,
w
i
t
h
:
◦
Indicative types of data that will be generated from their activities
◦
Which types of data can be made publicly available and which not
◦
R
e
s
t
r
i
c
t
e
d
a
c
c
e
s
s
s
h
o
u
l
d
b
e
j
u
s
t
i
f
i
e
d
◦
How the data can be curated/preserved and made accessible for verification and
reuse
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
28
Project Management
1.
Project Management and H2020 rules
i.
Reimbursement rate - indirect costs
ii.
Costs categories - budget transfers
iii.
Payments
iv.
Keeping records - Timesheets
v.
Monitoring (Checks, reviews and audits)
2.
Periodic Reporting – Periodic Management Reports
3.
Risk management and contingency planning
4.
Data management & IPR
5.
Q
u
a
l
i
t
y
m
a
n
a
g
e
m
e
n
t
s
c
h
e
m
e
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
29
Project Reference Manual & Quality Plan
–
Organizational structure of the project.
–
Co-ordination between the partners.
–
General measures and actions taken.
–
Planning & control.
–
Control of the documentation.
–
Quality control of the project.
–
Files and archives.
–
List of quality forms to be used.
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
30
•
Chair: Quality Assurance Manager (CERTH)
•
Project Coordinator (CERTH)
•
One expert (senior researcher) from each partner, not directly involved in the
project – TBD internally
–
A list with all internal review assignments will be defined and distributed
•
An
external reviewer
(appointed by the QAM)
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
31
•
Each deliverable will be reviewed by
2 internal reviewers
and the
Quality
Assurance Manager
(CERTH)
•
*
In special cases an external expert may be invited instead.
Total: 3 reviewers
Total: 3 reviewers
•
I
f
shortcomings in quality are found, the responsible task leader will be informed
within a pre-defined period (max. 2 weeks), in order to be able to make
amendments.
PLUG-N-HARVEST
ID: 768735 - H2020-EU.2.1.5.2.
32
•
Each deliverable will be reviewed by
2 internal reviewers
and the
Quality
Assurance Manager
(CERTH)
•
*
In special cases an external expert may be invited instead.
Total: 3 reviewers
Total: 3 reviewers
•
I
f
shortcomings in quality are found, the responsible task leader will be informed
within a pre-defined period (max. 2 weeks), in order to be able to make
amendments.
The PLUG-N-HARVEST project management guidelines outline the responsibilities of key personnel, monitoring activities, cost categories, reimbursement rate, and eligible costs. It emphasizes the importance of proper documentation, quality management, risk assessment, and periodic reporting to ensure successful implementation. With a focus on H2020 rules, the project aims to address challenges in research and technology development effectively.
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Plug-N-Harvest WP7 - PROJECT MANAGEMENT ORGANIZATION: CENTRE FOR RESEARCH & TECHNOLOGY HELLAS / CERTH PRESENTER(S): CHRISTOS RAVANIS MEETING: KICKOFF MEETING, AACHEN, 21-22 SEPTEMBER 2017 PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. September 19, 2024 1
Project Monitoring Day-to-day activities Project Officer: Mrs. Dominique PLANCHON Project Coordinator & Management: Prof. Elias KOSMATOPOULOS (CERTH) Project Quality Assurance Manager: Dr. Dimosthenis IOANNIDIS (CERTH) Project tasks & activities Plenary Board (one representative from each beneficiary) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 2
Coordinators Responsibilities oAdministration, preparation of minutes and provision of the chairman of the Project Plenary Board and follow-up of its decisions. oTransmission of any documents and information connected with the Project between the Parties concerned. oEstablishing detailed management plans for the Project including technical & quality management of the project achievements (deliverables, milestones, etc.) oPreparation of the periodic reports with cooperation of all the partners. oDay to day running of the Project. PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 3
Project Management 1. Project Management and H2020 rules i. Reimbursement rate - indirect costs ii. Costs categories - budget transfers iii. Payments iv. Keeping records - Timesheets v. Monitoring (Checks, reviews & audits) 2. Periodic Reporting - Periodic Management Reports 3. Risk management and contingency planning 4. Data Management & IPR 5. Quality management scheme PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 4
Reimbursement rate PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 5
Indirect Costs Total Costs = Direct Costs (Personnel & Other) + Indirect Costs (0,25 x Direct Costs) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 6
Cost Categories PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 7
Eligible (Actual) Costs oThey must be actually incurred by the beneficiary; oThey must be incurred in the period set out in Article 3, with the exception of costs relating to the submission of the periodic report for the last reporting period and the final report (see Article 20 of the AMGA); oThey must be indicated in the estimated budget set out in Annex 2; oThey must be incurred in connection with the action as described in Annex 1 and necessary for its implementation; oThey must be identifiable and verifiable, in particular recorded in the beneficiary s accounts in accordance with the accounting standards applicable in the country where the beneficiary is established and with the beneficiary s usual cost accounting practices; oThey must comply with the applicable national law on taxes, labor and social security oThey must be reasonable, justified and must comply with the principle of sound financial management, in particular regarding economy and efficiency oFor more details, see Article 6 of the H2020 Annotated Model Grant Agreement ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 8
Purchasing goods, works & services If necessary to implement the action, the beneficiaries may purchase goods, works or services. The beneficiaries must make such purchases ensuring the best value for money or, if appropriate, the lowest price. In doing so, they must avoid any conflict of interests (see Article 35 of the AMGA). The beneficiaries must base their purchases on the best value-for-money considering the quality of the service, good or works proposed (also called best price-quality ratio ) or on the lowest price. The best value-for-money principle does not require competitive selection procedures in all cases. (However, where a beneficiary did not request several offers, it must demonstrate how best value-for- money was nevertheless ensured.) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 9
Budget categories Transfers (1) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 10
Budget categories Transfers (2) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 11
Payments PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 12
Keeping Records (Actual Costs) Adequate records and other supporting documentation to prove the costs declared, such as: contracts subcontracts invoices accounting records In addition, the beneficiaries usual cost accounting practices and internal control procedures must enable direct reconciliation between the amounts declared, the amounts recorded in their accounts and the amounts stated in the supporting documentation PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 13
Keeping Records (Timesheets) For personnel costs (declared as actual costs or on the basis of unit costs) The beneficiaries must keep time records for the number of hours declared The time records must be in writing and approved by the persons working on the action and their supervisors, at least monthly. In the absence of reliable time records of the hours worked on the action, the [Commission][Agency] may accept alternative evidence supporting the number of hours declared, if it considers that it offers an adequate level of assurance. Exception For persons working exclusively on the action, there is no need to keep time records, if the beneficiary signs a declaration confirming that the persons concerned have worked exclusively on the action PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 14
Monitoring: checks, reviews & audits CHECKS The Commission will during the implementation of the action or afterwards check the proper implementation of the action and compliance with the obligations under the Agreement, including assessing deliverables and reports. REVIEWS The Commission may during the implementation of the action or afterwards carry out reviews on the proper implementation of the action (including assessment of deliverables and reports), compliance with the obligations under the Agreement and continued scientific or technological relevance of the action. Reviews may be started up to two years after the payment of the balance. On the basis of the review findings, a review report will be drawn up. The Commission will formally notify the review report to the coordinator or beneficiary concerned, which has 30 days to formally notify observations ( contradictory review procedure ). AUDITS Audits normally concern mainly the financial implementation of the action by a beneficiary (i.e. financial and budgetary implementation), but may also cover technical aspects or compliance with other obligations under the GA. The Commission may during the implementation of the action or afterwards carry out audits on the proper implementation of the action and compliance with the obligations under the Agreement. Audits may be started up to two years after the payment of the balance. PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 15
Monitoring: Project reviews Reviews normally concern mainly the technical implementation of the action (i.e. its scientific and technological implementation), but may also cover financial and budgetary aspects or compliance with other obligations under the GA. They consist in an in-depth examination (often done with the help of independent experts) of the progress of the action, and in particular: the degree to which the work plan has been carried out and whether all deliverables were completed whether the objectives are still relevant and provide scientific or industrial breakthrough potential how resources were planned and used in relation to the achieved progress, and if their use respected the principles of economy, efficiency and effectiveness the management procedures and methods of the action the beneficiaries contributions and integration within the action the expected potential scientific, technological, economic, competitive and social impact, and plans for using and disseminating results PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 16
Periodic Reporting (1) M18 + 60 days M36 + 60 days M51 + 60 days M51 Project START Sept 2017 M18 M36 Nov 2021 Feb 2019 Aug 2020 PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 17
Periodic Reporting (2) The periodic report must include the following: (a) a periodic technical report containing: (i) an explanation of the work carried out by the beneficiaries; (ii) an overview of the progress towards the objectives of the action, including milestones and deliverables identified in Annex 1. This report must include explanations justifying the differences between work expected to be carried out in accordance with Annex 1 and that actually carried out. The report must also detail the exploitation and dissemination of the results and if required in Annex 1 an updated plan for the exploitation and dissemination of the results ; The report must indicate the communication activities (iii) a summary for publication by the Commision; (iv) the answers to the questionnaire , covering issues related to the action implementation and the economic and societal impact, notably in the context of the Horizon 2020 key performance indicators and the Horizon 2020 monitoring requirements; PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 18
Periodic Reporting (3) The periodic report must include the following: (b) a periodic financial report containing: an individual financial statement (see Annex 4) from each beneficiary, for the reporting period concerned. an explanation of the use of resources and the information on subcontracting (see Article 13) and in-kind contributions provided by third parties (see Articles 11 and 12) from each beneficiary, for the reporting period concerned a periodic summary financial statement (see Annex 4), created automatically by the electronic exchange system, consolidating the individual financial statements for the reporting period concerned and including except for the last reporting period the request for interim payment. PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 19
Controls & Audits Keep timesheets Only real and actual costs No sub-contracting between partners Mind the depreciation PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 20
Project Management 1. Project Management and H2020 rules i. Reimbursement rate - indirect costs ii. Costs categories - budget transfers iii. Payments iv. Keeping records - Timesheets v. Monitoring (Checks, reviews and audits) 2. 3. Periodic Reporting - Periodic Management Reports Risk management and contingency planning 4. Data management & IPR 5. Quality management scheme PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 21
Periodic reporting in PnH o D7.1.1 (M6) o D7.1.2 [a,b,c] (M12, M24, M36) o D7.1.3 (M51) oThe document (technical and financial progress) is also sent to the PO o Project reporting periods (M18, M36, M51) Overview, including a publishable summary of the progress of work An explanation of the use of the resources Financial Statements (Form C) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 22
Project Management 1. Project Management and H2020 rules i. Reimbursement rate - indirect costs ii. Costs categories - budget transfers iii. Payments iv. Keeping records - Timesheets v. Monitoring (Checks, reviews and audits) 2. Periodic Reporting Periodic Management Reports 3. 4. Risk management and contingency planning Data management & IPR 5. Quality management scheme PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 23
Risk Management & contingency plan Main Objectives Identify (in early stages) risks per WP (WP leaders) Provide list of risks (technical, scientific, legal, behavioural, etc.) and contingency plans Provisional for each project outcome (software, etc.) Utilizing established methodologies for risk analysis (failure mode, effects analysis) Actions from partners Inform of new identified risks to the PB Enhance the original risks identified during the project preparation and propose corresponding mitigation measures (CERTH to request input from all partners until M3) D7.2.2 Risk Assessment (M6) D7.2.3 Ethical monitoring & Contingency Plans (M6) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 24
Project Management 1. Project Management and H2020 rules i. Reimbursement rate - indirect costs ii. Costs categories - budget transfers iii. Payments iv. Keeping records - Timesheets v. Monitoring (Checks, reviews and audits) 2. Periodic Reporting Periodic Management Reports 3. Risk management and contingency planning 4. 5. Data management & IPR Quality management scheme PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 25
Data Management Plan (1) Describe: what data the project will generate whether and how it will be exploited or made accessible for verification and re-use how it will be curated and preserved Detailed report for the data management policy of the project The Data Management Plan will be updated as part of WP6 activities, if necessary (M6, M24, M36) D6.1.2 [a,b,c] (M6, M24, M36) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 26
Data Management Plan (2) Procedure : CERTH will distribute a template (data identification form) to be filled in by all partners, with: Indicative types of data that will be generated from their activities Which types of data can be made publicly available and which not Restricted access should be justified How the data can be curated/preserved and made accessible for verification and reuse PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 27
Project Management 1. Project Management and H2020 rules i. Reimbursement rate - indirect costs ii. Costs categories - budget transfers iii. Payments iv. Keeping records - Timesheets v. Monitoring (Checks, reviews and audits) 2. Periodic Reporting Periodic Management Reports 3. Risk management and contingency planning 4. Data management & IPR 5. Quality management scheme PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 28
Project Reference Manual & Quality Plan Organizational structure of the project. Co-ordination between the partners. General measures and actions taken. Planning & control. Control of the documentation. Quality control of the project. Files and archives. List of quality forms to be used. PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 29
Chair: Quality Assurance Manager (CERTH) Project Coordinator (CERTH) One expert (senior researcher) from each partner, not directly involved in the project TBD internally A list with all internal review assignments will be defined and distributed An external reviewer (appointed by the QAM) PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 30
Each deliverable will be reviewed by 2 internal reviewers and the Quality Assurance Manager (CERTH) *In special cases an external expert may be invited instead. Total: 3 reviewers If shortcomings in quality are found, the responsible task leader will be informed within a pre-defined period (max. 2 weeks), in order to be able to make amendments. PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 31
Each deliverable will be reviewed by 2 internal reviewers and the Quality Assurance Manager (CERTH) *In special cases an external expert may be invited instead. Total: 3 reviewers If shortcomings in quality are found, the responsible task leader will be informed within a pre-defined period (max. 2 weeks), in order to be able to make amendments. PLUG-N-HARVEST ID: 768735 - H2020-EU.2.1.5.2. 32
