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RolesDescription and Permissions (user rights)

Self-registrant

Organisation-level

The self-registrant of an organisation is the person who registered your organisation and obtained a PIC for their organisation.

They are the main contact person for your organisation and the European Commission (until the LEAR is appointed).

They are able to define back-up self-registrant persons (i.e. other members of the organisation as self-registrant).

Adding a back-up person ensures that the organisation's data can always be maintained, and that the requested documents can be added by multiple persons.

When registering your organisation, if you indicate another person as contact person in the form, this person will also be automatically granted the role of self-registrant, have access to the PIC information.

(info) If you want to modify any contact person, then you must follow the procedure detailed in My Organisation(s).

Legal Entity Appointed Representative (LEAR)

Organisation-level

Following the registration of your organisation and the creation of the PIC, and in parallel to the validation of your organisation, the Central Validation Service will request the appointment of a Legal Entity Appointed Representative (LEAR) for your organisation.

A legal representative(s) (e.g. typically the CEO of the company) of your organisation will have to nominate a member of the staff as the LEAR of your organisation

The LEAR is officially appointed once the organisation has been validated. 

There can only be one LEAR per organisation.

Once valid, the LEAR can:

  • Manage the legal and financial information of the organisation;
  • Access and manage all organisation-level user roles and permissions;
  • Appoint or revoke all organisation-level user roles and permissions. 

Only the appointed LEAR and the Account Administrator can access the organisation's data and update it.

Once the LEAR has been defined and validated, that person becomes the main administrative contact between your organisation and the European Commission. Self-registrants therefore no longer have access to the organisation's and PIC data once the LEAR is appointed. 

Upon closure of the Opening Session, the LEAR of each participating organisation will receive an e-mail notifying them that the PIC of their organisation was used in a submission for a call for tenders. As a LEAR, you will only receive this communication if the tender was marked as “In Order” during the Opening Session. In the case of a consortium, the LEARs of the group leader and group members will receive this notification.

(info) Only an existing LEAR can nominate a replacement LEAR for your organisation, and/or manage all organisation-level user roles and permissions by following the procedure detailed in My Organisation(s) > Modify Authorised Users/LEAR.

(warning) To view or edit organisation-level roles, please view View or Edit Organisation Roles.

Account Administrator (AccAd)

Organisation-level

The Account Administrator is nominated by the LEAR to another person of the same organisation.

The LEAR may delegate tasks to one or more Account Administrators. However, the LEAR retains full responsibility for the organisation.

An Account Administrator appointed by the LEAR will be able to modify the data and provide supporting document(s) for the organisation.

(warning) To view or edit organisation-level roles, please view View or Edit Organisation Roles.

Legal SignatorySignatories (LSIGN and or Procurement LSIGN)

Organisation and Project-level

Legal signatories Signatories (LSIGN and Procurement LSIGN) are nominated for an organisation by the LEAR or an Account Administrator, LSIGNs :

  • LSIGN for Grants;
  • Procurement LSIGN for Procurement Contracts, Specific Contracts under Framework Contracts, or Contribution Agreements

Legal Signatories have the right to sign contracts and amendments managed through the portal Funding and Tenders Portal on behalf of the organisation:

  • LSIGN for Grants;
  • Procurement LSIGN for Procurement Contracts or

    , so their role is relevant at organisation and project-level.

    An organisation can have an unlimited number of Legal Signatories.

    For Procurement Contracts, Specific Contracts under Framework Contracts

    .If there are multiple LSIGNs in an organisation, and a Procurement LSIGN

    , or Contribution Agreements:

    • If the orgaisation would need to restrict the signatory role
    of
    • for contracts
    , they are able to

    Subsequently, they can be assigned to a particular Contract as CLSIGN by a Coordinator Contact (CoCo or PCoCo).

    An organisation can have an unlimited number of LSIGNs.

    (warning) To view or edit organisation-level roles, please view View or Edit Organisation Roles.

    Financial Signatory (FSIGN)

    Organisation-level

    • and amendments, the Procurement LSIGN can nominate a CLSIGN to the contract (project-level). The LEAR or Account Administrator of the organisation would therefore first need to appoint the Procurement LSIGN role to a user of the organisation beforehand (organisation-level).
    • If CLSIGN(s) are nominated for a contract, Procurement LSIGN(s) will no longer be able to sign the contract (and amendements – if relevant).
    • If no CLSIGN(s) are nominated for a contract, then all Procurement LSIGNs for the organisation will receive notifications for the contract (and amendements – if relevant).
    • Only and any Procurement LSIGN of an organisation can nominate or revoke the CLSIGN user role

    Financial signatories are nominated for an organisation by the LEAR or an Account Administrator. Subsequently, they can be assigned to a particular project or contract as PFSIGN by a Coordinator Contact (CoCo or PCoCo).

    FSIGNs have the right to sign financial statements on behalf of the organisation, which are managed through the portal.

    An organisation can have an unlimited number of FSIGNs
    • .

    (warning) To view or edit organisation-level roles, please view View or Edit Organisation Roles.


    2.2.2 Procedure

    When you respond to a call (reopening of competition, open procedures, etc.) or an invitation for submission (Request for Specific Contract under a Framework Contract), you are automatically assigned as the Primary Coordinator Contact (PCoCo) for that procedure. As the PCoCo, you are the main the main contact and responsible person between your organisation (or consortium) and the European Commission for that particular submission/procedure/contract.

    Role and LevelPermissons (user rights)Can Nominate or RevokeIs Nominated or Revoked By

    PCoCo

    (Primary Coordinator Contact)

    Project-level

    • Can only be one PCoCo per procedure/submission.
    • Primary point of contact between European Commission and the Organisation/Consortium.
    • View and edit permissions to all the forms of their own organisation, and to common forms of the Consortium.
    • Can submit forms to the European Commission.
    • Can nominate or revoke CoCos, Task Managers (TaMa) and Team Members (TeMe) within their own organisation.Can nominate or revoke LSIGN to a project within their own organisation.
    • Can nominate or revoke Participant Contacts (PaCo) for any organisation within the Consortium.
    • CoCo submission initiator of a tender is automatically nominated as PCoCo.
    • Can only be modified or revoked by the Project Officer (PO)

    (info) Please note that in the case of a modification of the PCoCo, the LEAR must provide to the Contracting Authority the full name, e-mail address and EU Login username of the new PCoCo.

    Note

    Please note that for Contribution Agreements, the PCoCo must be communicated by the legal representative of the Organisation (entrusted entity) to the Contracting Authority.

    2.2.3 Contract (Project)

    Once a contract is awarded, the PCoCo of the initial procedure is automatically assigned as the PCoCo for the contract. As the PCoCo, you are the main contact and responsible person between your organisation (or consortium) and the European Commission for that particular contract. As such, the PCoCo will be able to manage the tasks and documents relating to the contract, submit reports (deliverables), and initiate amendments to the contract of behalf of the organisation/consortium (if required).

    ...

    CoCos have the same contract/project-level permissions as the PCoCo.

    ...

    As detailed above for organisation roles, Legal Signatories (LSIGN or Procurement LSIGN) have the right to sign contracts and amendments managed through the Funding and Tenders Portal on behalf of the organisation

    ...

    , so their role is relevent at organisation and project-level.

    For Procurement Contracts, Specific Contracts under Framework Contracts, or Contribution Agreements:

    • If the orgaisation would need to restrict the signatory role for contracts and amendments, the Procurement LSIGN can nominate a CLSIGN to the contract (project-level). The LEAR or Account Administrator of the organisation would therefore first need to appoint the Procurement LSIGN role to a user of the organisation beforehand (organisation-level).
    • If CLSIGN(s) are nominated for a contract, Procurement LSIGN(s) will no longer be able to sign the contract (and amendements – if relevant).
    • If no CLSIGN(s) are nominated for a contract, then all Procurement LSIGNsfor the organisation will receive notifications for the contract (and amendements – if relevant).
    • Only and any Procurement LSIGN of an organisation can nominate or revoke the CLSIGN user role.

    CLSIGNs

    Once appointed by the LEAR of the organisation as LSIGNs, PLSIGNs are nominated for a particular project by a Coordinator Contact (CoCo or PCoCo) of the project.

    PLSIGNs can only be revoked by the Coordinator Contact (PCoCo or CoCo) of the project.

    PLSIGNs have the same permissions as the Coordinator Contacts (CoCos and PCoCos) for contract information (view and edit), but they cannot assign or revoke any roles.

    Info

    As PCoCo/CoCo of a project , if or contract, or as Procurement LSIGN: If you need to add or modify a CoCo /PLSIGN/PFSIGN or CLSIGN (respectively) for the project or contract, then you must follow the procedure detailed in Manage Project Roles (CoCo, PLSIGN, PFSIGNCLSIGN).

    Role and LevelPermissons (user rights)Can Nominate or RevokeIs Nominated or Revoked By

    PCoCo

    (Primary Coordinator Contact)

    Project-level

    • Can only be one PCoCo per project.
    • Primary point of contact between European Commission and Consortium.
    • View and edit permissions to all the forms of their own organisation, and to common forms of the Consortium.
    • Can submit forms to the European Commission.
    • Can nominate or revoke CoCos, Task Managers (TaMa) and Team Members (TeMe) within their own organisation.
    • Can nominate or revoke LSIGN to a project within their own organisation.
    • Can nominate or revoke Participant Contacts (PaCo) for any organisation within the Consortium.
    • CoCo submission initiator of a tender is automatically nominated as PCoCo.
    • Can only be modified or revoked by the Project Officer (PO)

    (info) Please note that in the case of a modification of the PCoCo, the LEAR must provide to the Contracting Authority the full name, e-mail address and EU Login username of the new PCoCo.

    CoCo

    (Coordinator Contact)

    Project-level

    • Can be as many CoCos as required per project.
    • View and edit permissions to all the forms of their own organisation, and to common forms of the Consortium.
    • Can submit forms to the European Commission.
    • Can nominate or revoke other CoCos within their own organisation - all Coordinator Contacts (CoCo and PCoCo) have the same permissions within their own organisation.
    • Can nominate or revoke LSIGN to a project within their own organisation.
    • Can nominate or revoke Participant Contacts (PaCos) for any organisation within the Consortium.
    • Can be nominated or revoked by another Coordinator Contact of their own organisation (CoCos and PCoCos).

    PLSIGNCLSIGN

    (Project Contract Legal Signatory)

    Project-level

    • Can be as many PLSIGNs CLSIGNs as required per project.
    • Signs contracts and amendments for a particular project on behalf of an organisation.
    • PLSIGNs CLSIGNs have the same view and edit permissions as the Coordinator Contacts (CoCos or PCoCos)
    • PLSIGNs CLSIGNs cannot nominate or revoke any roles.
    • Once appointed by the LEAR or Account Administrator of the organisation as Procurement LSIGNs, PLSIGNs are CLSIGNs can be nominated for a particular project contract by a Coordinator Contact (CoCo or PCoCo) Procurement LSIGN of the projectorganisation.PLSIGNs
    • CLSIGNs can only be revoked by the Coordinator Contact (CoCo or PCoCo) a Procurement LSIGN of the projectorganisation.


    2.2.4 Intervention

    For the results and monitoring of Interventions, Operational Managers (OM) assign Lead Implementing Partners (LIP) to manage Interventions. The assigned Lead Implementing Partner then receives a notification via e-mail, and can access the Intervention that has been assigned to them from the Manage My Area > My Intervention(s) section of the portal.

    ...