IF-2015: What do I need to know for SyGMa for a smooth grant preparation phase?

The SyGMa (System for Grant Management) is mostly self-explaining, but some background information might be useful:

The tab (the 'headline' of the system) 

A green 'V' (tick) on the tab reader means that the information is valid. No mandatory information is missing and the info complies with the basic rules. This does not necessarily mean that the information is correct and you have to double check it!

A yellow '!' (exclamation mark) indicates a warning. It is not automatically blocking the process from an IT point of view. The Grant Agreement can be submitted with the warning, but it may be necessary to tackle this issue later on.

A red 'X' (cross) show that an issue is blocking the process of the signature of the grant agreement. It is not possible to submit the grant agreement if there is this red X.

A blue 'i' shows that the data in this tab has been uploaded automatically from the Submission System.

General points: 

Part B (Annex 1) does not need to be uploaded anymore, this has been done automatically. If there should be a problem, REA does it manually. Even if there should be a warning sign, you can proceed with the submission of the data.
There is no need to indicate the Commision/Agency representative either. It's another warning but you will be able to submit the data without this. REA fills this part in.

Start date options: 
1) 'first day of the month following the signature of the Grant Agreement." While this would allow the fellow to start as soon as possible, it might be risky if the Grant Agreement is signed towards the end of the month and the supervisor/fellow will only be notified at a very late point of time and has to start more or less immediately.
2) 'Fixed start date': If host institution and fellow agree on a precise date, you should chose this option and provide a brief explanation in the comment box which is mandatory, e.g. "the researcher's contract will end on..." or "the researcher is already at the host institution's premises" etc.)
3) 'Open start date': This is the most flexible option, but you have to provide an indicative start date (for which you should use the calendar above, like in option 2). The earliest possible start date for IF-2015 projects is the 1st March 2016. The latest possible start date is the 1st september 2017 (only as 'fixed startding date', with a justification). The Project Officer will contact you for a confirmation of your starting date in this case.

Financial information: The pre-financing for H2020 project should be automatically set to 70%. If this is different for your project, contact the Project Officer when you wish to submit this information. It can be changed later on if necessary.

If there is a discrepancy between the indicated family allowance and the researchers' family situation, please also let the PO know (if it was indicated not correctly at the proposal submission). However, the date which determines the family situation is the deadline of the call, not the day of the start of the grant preparation etc. If your family situation changed after the deadline (e.g. you had a child or got married) it will not be taken into account now. 

Ethics: Please see this blog entry.

Declaration of honour: You should sign this as soon as possible. It will be a requirement later in any case. If this it not signed, the EC will not be able to sign the Grant Agreement from their side.

Open Access: The information given here (either the box is ticked or not) comes from the initial proposal. This document gives more background information on the EC's open research data pilot.

At this stage, unless the Project Officer specifically asks for it, you do not have to send any original documents to REA, but only have to complete the SyGMa session.

(information provided by REA)