URF - PDM PI C PI C Participant Identification Code - - PowerPoint PPT Presentation

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URF - PDM

• PI C

PI C – – Participant Identification Code

Participant Identification Code

• LEAR

LEAR – – Legal Entity Appointed Representative

Legal Entity Appointed Representative

• URF

URF – – Unique Registration Facility

Unique Registration Facility

• PDM

PDM – – Participant Data Management

Participant Data Management

• CVT

CVT – – Central Validation Team

Central Validation Team

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URF

W hat is the URF ? W hat is the URF ?

A facility to support the validation of a legal entity by:

• Submitting data over a web interface
• Validating the data by ONE central team
• Recording the data in a central database (the PDM)
• Generating a Participant Identification Code (PIC)
• Nominating a Legal Entity Representative (LEAR)

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URF PIC validation Proposal Submissions Evaluations Negotiations Grant Agreement Amendments

URF operation

Research Community Legal Entity

LEAR

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Launch of URF - PDM

• FP7 launched using FP6 systems (OMM and IOMM)
• Specified and developed in 2007
• Pre loading of 4000 validated entities in Q1 2008
• First production database available in April 2008
• URF web site launched for public access in May 2008

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URF - PDM

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PDM – URF

Central Validation Team

• Simplification – once validated, PI C lets you achieve more

(submission, NEF, etc) by doing less

• The Central Validation Team validates on behalf of all

research DGs

• Your PI C is your pass to various systems, e.g. EPSS

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PDM - URF

PDM – URF

• One Legal Entity Appointed Representative (LEAR)

to be nominated for each organisation involved in grants and negotiations

• The forms and guidance for the appointment of

LEARs available at http:/ / cordis.europa.eu/ fp7 / urf-lear_ en.htm l

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LEAR Appointm ent

• The appointment of a LEAR requires the exchange of paper documents

to guarantee appropriate identity management

• Identify who in your organisation will play the LEAR role
• Get the forms from CORDIS, complete them and get them signed by

any person in your organisation authorised to sign grant agreements

• Submit the forms to the CVT
• LEARs will receive their credentials (user name and password) by email

and post to access URF

Rem em ber: one legal entity, one LEAR Rem em ber: one legal entity, one LEAR

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• PIC usage

in EPSS

PDM - URF

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Developm ent of PDM - URF

Current status Current status

• 12000 organizations self-registered via URF so far
• 5100 LEAR accounts now active

Main improvements in the 2009 version Main improvements in the 2009 version

• URF has been integrated into the Participant Portal
• Even closer integration with other tools (ABAC)
• Semi-Automated identification of existing ‘similar’ records
• Users can directly upload supporting documents
• LEAR will be able to upload balance sheet data (June release)

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PDM - URF

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Do’s and Dont’s for URF

DO DO

• Encourage the use of the PIC in electronic submission

system (a significant simplification is now available for repeat customers- consistency and shorter time to contract)

• Encourage entities to appoint a LEAR
• Encourage self registrants and LEARs to upload documents

with their requests

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Do’s and Dont’s for URF DON DON ’ ’T T

• Create a spontaneous application in URF if a PIC already

exists

• Don’t use self registration screens to send corrected data

(appoint a LEAR and modifications go to the top of the queue)

• Don’t use the Validation team mail box for general

questions (use the Enquiry Service)

PDM – URF

I m portant links: I m portant links:

Participant portal: http: / / ec.europa.eu/ research/ participants/ portal Technical helpdesk of URF: DIGIT-EFP7-SUPPORT@ec.europa.eu Mail box of Central Validation Team: RTD-URF-VALIDATION@ec.europa.eu Questions about FP7 www.ec.europa.eu/ research/ fp7