Opsys Contract Management workshop with EU Delegations 12

Opsys Contract Management workshop with EU Delegations 12 October 2016 Denis Thieulin Jean-Yves Poncelet

PROJECT 2 B - SCOPE Vision: Users will manage Contracts & L 2 commitments and their related Portfolio 1 – Contract preparation • Including forecasting • Link with award procedure (Prospect) 3 - Level-2 commitments • Creation of one/several L-2 commitment(s) • Manage L 2 commitments not related to an Action / a L 1 commitment • ABAC data • Validation and responsibilities 8 - Interoperability • Data legacy (complexity – no 1 -to-1 matching CRIS-OPSYS) • Interoperability/Integration with ABAC, AUDIT, BPC, MIS 7 – Sector Tagging USER New data collection process for reporting, statistics & exchange of best practices (ex: sector + free tagging) EC, Partner Country, Contracting Party 6 – Audit and Evaluation • 2 – Contract Award Link with Audit and Evaluation Module 5 – Result Management • Link with Results 12 4 – Contract Implementation • Flexible Budget allocation (Analytical breakdown) • Link to Deviations & Prior aprovals • Management of subcontracting (// Iperseus) • Expert Management • Payments • Deliverables • Report Management • Correspondence management • Amendments • Stakeholders management

• Business Processes covered by project • Prepare contract • Award grants • Manage Framework Contracts • Link contract to other operational entities (Actions, …) • Sign contract • Manage contract • Amend/modify contract • Manage correspondence

• Manage stakeholders • Manage subcontracting • Manage reports • Manage Documents • Manage deliverables • Manage experts • Terminate/finalise contract • Manage payments Search • Manage Prior approval and deviations

Working with COMPASS 5

The H 2020 Granting process

Draft GA Finalise GA File & Register Send GA Receive Signed GA Register Signed GA Check Received GA Sign GA Register GA Grant Agreement Invitation letter Accession Form Select Proposals Assign PO Invite Beneficiaries Prepare GA Validate GA Wait for CL 2 Sign GA Granting process OIA FIA OVA FVA AOSD Commitment Level 2

Draft GA Finalise GA File & Register Send GA Receive Signed GA Register Signed GA Check Received GA Sign GA Register GA Grant Agreement OIA FIA OVA FVA AOSD Commitment Level 2

HERMES ERIS HRS extension JAGATE ABAC WEB SERVICES ABAC

Workflow interface for Internal Users Workflow interface for External Users

Workflow interface for Internal Users Workflow interface for External Users • On-line information and document exchange • Real time follow-up and notifications • Electronic Signing – 100% paperless

Validation workflows Current situation

Validation workflows ! New signature order ! Customizable Co authoring of documents Parallel Tasks Proposed situation Still to be discussed

Financing of an Action Proposed situation Still to be discussed

Financing of an Action Proposed situation Still to be discussed