Description
This screen is available for Horizon Europe (HORIZON) and Digital Europe (DIGITAL) Joint Undertakings projects.
During the Grant Agreement Preparation life cycle, once the grant enters into force, there might be changes in the JU Contributors and their contributions, such as:
- change of the amount of the JU contribution
- add new JU Contributor
- change of the Legal Name of the contributor in the Participant Register
- or change of the JU Membership (if the contributor is a JU member or not)
Another important change of a JU Contributor is UTRO (Universal Transfer of Rights and Obligations to another entity), e.g., company merger; UTRO might also affect the eligibility of an exchange. However, UTROs and any other change of a JU Contributor in the Participant Register (PDM) is NOT automatically applied; you have to manually add the new UTRO legal entity in the list of JU Contributors.
These changes will trigger the setting of amendment type 21 - Change of Annex 1. For more information about these articles, please consult the Annotated Grant Agreement.
JU Contributions screen
The table below displays the available actions based on the "status" of the JU Contributors and their contributions in the JU Contributions screen:
Several changes can be managed in this screen, namely: the amendment of the list of JU Contributors, its contributions, and the Legal Data/JU Membership of a contributor.
JU Contributors status description
The status of the JU Contributors is displayed:
- on the dedicated column
- or on top-left of the JU Contributors table (this is the general status and it is displayed if the list of contributors is modified or updated)
| Status | Description | Available actions | |||
|---|---|---|---|---|---|
"Undo" | "Edit" | "Delete" | "Re-add" | ||
| Active | This JU Contributor was present before this Amendment and in the current amendment it has not been updated neither removed | x | |||
| Removed | This JU Contributor was removed in a previous amendment | ||||
| New | This is a new JU Contributor created during this Amendment Note: The newly added JU Contributors are listed at the bottom of the table | x | x | ||
| Updated | This JU Contributor was the object of a change (update) during this Amendment | x | |||
| *Removed | The existing members (entities) in the list cannot be removed. Only the newly added JU Contributors can be deleted | x | |||
List of the available actions for the JU Contributors:
| Action | Pictogram | Status on which can be applied | Description | Image |
|---|---|---|---|---|
| Add |
| n/a | Add Member or Contributing Partner |
|
| Edit | n/a | "New", "Active", "Updated" | Edit specific JU Contributor line (in-line editing) |
|
| Delete |
| "New" | Physically delete the JU Contributor |
|
| Undo |
| "Updated", "Removed" | Undo all the changes done in this amendment and restore the data as it is in the baseline for the JU Contributor |
|
| Refresh |
| All: it applies to all PICs in the table | Refresh data from Participant Register: update legal data of each contributor |
|
How to implement the changes
Refresh data from Participant Register
The data in the JU Contributions tab (namely the "Legal Name" & the "JU Membership") is not automatically imported/updated from the Participant Register (PDM). However, the Coordinator Contact (CoCo) can 
in SyGMa.
Click on "Yes" to agree with the refresh.
Note: If the Legal Name and/or the JU Membership have been updated in the Participant Register in the meantime, a warning 
message will be displayed next to the corresponding line, informing the CoCo about the option to manually refresh the data from the Participant Register.
Add Member or Contributing Partner
Moreover, as a Coordinator Contact (CoCo), you are also able to add, edit or delete (new) members or contributing partners. To add a new member or contributing partner, click on 
:
- Add a partner from the Consortium
- Select one or more partners from the list of all the active and valid partners (beneficiaries, affiliated entities, associated partners).
Note: Once the partner has been added, the following fields are automatically updated:
- Status (both in the table & on the top-left corner of the table)
- Actions (in the table)
- Add a new Legal Entity
- Enter a PIC and click the 
button to select the Legal Entity to be added in the member list.
- To see the full profile of the Legal Entity click the 
link corresponding to the PIC you wish to check. Then 'close' the window.
- To add the newly selected Legal Entity, double click on it. A new window will open: insert a 'Short Name' and click OK.
- To undo the changes for the active/newly added JU Contributors, click on the
icon: - to remove the changes done in the financial fields - line by line - in the table (for one JU Contributor at a time)
- to remove all the changes, for the entire table
- To delete contributions for members or partners, use the
icon.
The membership type is linked to the eligibility criteria for the JU calls. More details on the listed member types here.
Edit JU Contributions
One of the obligations of the JU members is to (financially) contribute to JUs. This screen offers the possibility to encode given contributions. These forms of contribution can be financial or in-kind, namely:
- IKOP (in-kind on operational activities) & non-EU part of IKOP (for the in-kind that member incurred outside of EU)
- financial contribution
- IKAA (in-kind on additional activities)
Note: Not all JUs will use all budget categories. This view is managed through hide budget category program feature.
Once you have finished adding/modifying the JU Contributors screen, click on 
button to save all your changes.
