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Proposal Submission Service User Manual

1. Closed Forthcoming F Access to risk finance Innovation in SMEs Filter a call FILTEG Filters only programme and call titles and IDs for ext 2014 2020 CallId Publication Date Deadline Date Industrial Leadership EU Japan Research and Development Cooperation in Net Futures 2020 EUIJ 2014 Indirect actions Prize Innovation SOFT Societal Challenges MOBILITY for GROWTH 2014 2015 H2020 MG 2015 TwoStages H2020 Prize Innovation SOFT 2014 Pub Date 07 01 2014 Deadline 10 04 2014 Pub Date 07 01 2014 Desdline 16 04 2014 Pub Date 11 12 2013 Deadline 31 03 2015 FP7 amp CIP Programmes 2007 2013 Calls Societal Challenges MOBILITY for GROWTH 2014 2015 H2020 MG 2015 Singlestage 8 Societal Challenges MOBILITY for GROWTH 2014 2015 H2020 MG 2015_SingleStage A Societal Challenges MOBILITY for GROWTH 2014 2015 H2020 MG 2014 TwoStages Call Updates Pud Date 11 12 2013 Desdline 27 08 2015 Pud Date 11 12 2013 Desdline 31 03 2015 Pud Dsate 11 12 2013 Deadline 18 03 2014 Societal Challenges MOBILITY for GROWTH 2014 2015 H2020 MG 2014 SingleStage_B Societal Challenges MOBILITY for GROWTH 2014 2015 H2020 MG 2014 SingleStage A Other Funding Opportunities Societal Challenges GREEN VEHICLES 2015 H2020 GV 2015 EC Proposal Submission Service User s Guide 02 06 2014 Page 60 of 85 P
2. Call for proposals The European Commission publishes calls for proposals It is an official invitation to submit a project proposal for a specific area of a framework programme by a specific date Calls specify very clearly what is required in the Work Programme Calls for proposals are officially published in the European Union Official Journal and on participant portal 1 stage calls For most calls you submit a full proposal by the given deadline 2 stage calls Some calls have a 2 stage submission procedure as follows v Stage 1 You submit an outline proposal standard maximum 15 pages unless otherwise specified in the respective work programme and on the proposal template in the submission system This is evaluated against criteria set out in the call topic For continuously open calls your stage 1 proposal will be evaluated as soon as it is received and there will be a closure date for submitting your full proposal in stage 2 Stage 2 If your proposal passes stage 1 you will be invited to submit your full proposal within a given period If required by the relevant work programme at this stage you will also receive the stage 1 Evaluation summary report ESR Rejected proposals If your proposal does not pass stage 1 you will be informed of this in writing along with the evaluation summary report EC Proposal Submission Service User s Guide 02 06 2014 Page 80 of 85 Consortium agreement The Consortium Agreement provides th
3. PIC 956444445 Baird Consulting SCS 10 Basse acal Tis 956444445 Vieille rue du Moulin Rouge 20 Uccle BE VAT i Organisations you have been previously associated with Click to select CLE days left until closure PIC 956444445 Baird Consulting SCS Vieille rue du Moulin Rouge 20 Configuration OK Uccle BE Fe You re using Firefox 17 on Windows Adobe Reader Search for your organisation PIC version 11 0 5 3 is installed For more information please Your Role consult the User Guide Please indicate your role in this proposal Main contact Contact person Your Proposal Please choose an acronym for your proposal It will appear also in the General Information section of the submission form Part A and can also be updated there z Please restrict acronym to latin characters Acronym only qT Shon Summary max 2000 characters Character count Version 20140206 1527 Service Desk DIGIT EFP7 SEP SUPPORT ec europa eu 32 2 29 92222 EC Proposal Submission Service User s Guide 02 06 2014 Page 16 of 85 3 Select your role Main contact or Contact person Your Role Please indicate your role in this proposal Main contact Contact person Your Proposal Please choose an acronym for your proposal It will appear also in the General Information section of the submission form Part A and can also be updated there ae Please restrict acronym to latin characters Ac
4. Step 6 Your proposal has been successfully submitted Submit Your proposal was submitted on 05 July 2012 at 12 21 23 Brussels Local Time as part of the FP7 ICT 2011 9 call before the deadline of 31 December 2013 at 17 00 00 Brussels Local Time Your project ID is 601791 This number is important and will be used as future reference during the aq Test Sep evaluation process CSA SA Revisit your Proposal December 2013 17 00 00 34 Brussels Local Time You may edit your proposal and re submit at any time before the deadline of 31 December 2013 at 17 00 by clicking the re edit proposal butt Acronym ID PIC Contact A digitally signed and time stamped version of your submitted Draft ID proposal can be viewed down loaded Note this can take from a few SEP 200017926 seconds to several hours dependin You may withdraw the proposal at any time prior to call closure In Configuration OK doing so it will not be passed to the evaluation stage ja You re using Firefox 10 on Windows Adobe Reader version 9 or above is installed ah For more information go to the help page or read the Starter Manual E UTS P Kt AASA mee w EC Proposal Submission Service User s Guide 02 06 2014 Page 45 of 85 Revise Re edit the Proposal Click the fe OCS proposa button to go back to Step 5 if you need to revise the proposal The Proposal Coordinator may continue to modify the proposal and submit revi
5. 2007 2013 7th research framework programme FP7 and Competitiveness amp Innovation Programme CIP Non registered users Registered users e search for funding e submit your proposal e read the H2020 Online Manual amp download the sign the grant legal documents e manage your project throughout its lifecycle check if an organisation is already registered contact our support services or check our FAQs V Wi n i w Ww N 4 v WHAT S NEW FUNDING HOW TO WORK AS AN MY PERSONAL INFORMATION OPPORTUNITIES PARTICIPATE EXPERT AREA AND SUPPORT HORIZON 2020 RESEARCH ON EUROPA CORDIS OLAF European Communities EC Proposal Submission Service User s Guide 02 06 2014 Page 8 of 85 EC Proposal Submission Service User s Guide 02 06 2014 2 Click EXE You will be prompted to authenticate through the ECAS login screen Contact Privacy Statement English e iw Pm EUROPEAN COMMISSION AUTHENTICATION SERVICE Ba cc Eiio External EUROPA gt Authentication Service gt Login New password Sign Up Help Log i N Not registered yet European Commission websites authenticates your identity on Participants Portal requires you to authenticate P More options Login Lost your password Required fields Or log in with your Eg Token Last update 07 01 2014 3 6 2 1 hum 15 ms amp Top 3 Make sure that the domain shown is External as shown in the visual example above If this is n
6. 2014 01 23 14 11 55 2007 2013 Calls Call Updates D The submission session is now available for EUJ 1 2014 RIA EUJ 2 2014 RIA EUJ 3 2014 RIA EUJ 4 2014 RIA Other Funding Opportunities Topics and submission service e EUJ 1 2014 Technologies combining big data internet of things in the cloud EUJ 2 2014 Optical communications e EUJ 3 2014 Access networks for densely located users EUJ 4 2014 Experimentation and development on federated Japan EU testbeds HORIZON 2020 RESEARCH ON EUROPA CORDIS OLAF European Communities EC Proposal Submission Service User s Guide 02 06 2014 Page 61 of 85 Participant Portal Accessing the Submission Service for a Selected Topic After you select the Call and the specific Topic click to start the Proposal Submission process in the Online Submission Wizard which will open in a new window see the previous section for a description of these screens A Z Sitemap About this site Contact Legal Notice English RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Opportunities Wiese HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS SUPPORT Pg Wan Terziev gt My Organisation s My Proposal s My Project s EU Japan Research and Development Cooperation in Net Futures i My Notification s H2020 EUJ 20
7. European Commission it hosts a full range of services that facilitate the monitoring and the management of proposals and projects throughout their lifecycle including calls for proposals and access to the submission and evaluation of proposals service If you want to participate in a project proposal your organisation needs to be registered with the Commission Registration is available from the Participant Portal Beneficiary Register page where you can check if your organisation is already registered if not you can start the registration process on the same page and you will be redirected to the Beneficiary Register to complete the process The same process applies for beneficiary registration data updates you access your organisation from the Participant Portal My Organisations page and from there you can go to the Beneficiary Register to update your organisation data If your proposal is successful you will also need to know about the following see the H2020 Online Manual available from the Participant Portal e the checks carried out on the information you provide on registering e appointing a representative LEAR the checks that may be carried out on your organisation s financial viability Project start date The relevant provisions of the Grant Agreement determine the start date of the project This may be the first day of the month following the entry into force of the Grant Agreement a specific fixed date as negotiated or a date
8. General review New features and enhahcements in version 1 7 Complete update of section 4 5 UPLOADING THE ANNEX FORMS Update of section 4 5 UPLOADING THE ANNEX FORMS Glossary updates Terminology updates throughout the document Update on adding partners contact persons in Step 4 of the Wizard Added references to 1 2 stage calls Described the option to update contact person s role and access rights in Step 4 of the Wizard Updated content including section Roles Proposal Coordinator Partner Contact Person with notes and info on changing main contact details Adjusted the content after various functional improvements and fixes in the Wizard functionalities Added notes about cases with specific contact roles for some calls Principal Investigator Main Host Institution Contact etc including section Roles Proposal Coordinator Partner Contact Person Added section APPENDIX C CALLS WITH SPECIFIC CONTACT ROLES to address cases with specific contact roles for some calls Principal Investigator Main Host Institution Contact etc Updated section INTRODUCTION gt Document scope and Structure Updated the Glossary after business side feedback Page 3 of 85 Table of Contents CHAPTER 1 INTRODUCTION is anuaanenaaeantsaoaanmmesyncqeseasaaiamentemnentldeaqaseaseuraentasunsasectueanthicnan 8 Boste Eeee e goe ew g 0 oy 0 E A A E A E E en E E A E A emt reer 8 The Proposal Submission Process cc ec0ccces
9. aS z how to find a suitable Call for proposals or project partners and how to submit Beneficiary Register your proposal Financial Capacity Seif Chec z a AG The following guidance services facilitate your participation SME Participation H2020 Online Manual step by step online guide through the Portal processes from proposal preparation and submission to reporting on your on going project Reference documents library of legal documents guidance notes and additional reference material for H2020 and FP7 search for already registered organisations and their PICs Financial viability self check tool allows you simulating the financial viability check of your organisation SME participation dedicated H2020 quidance page for SME FIND FIND CREATE REGISTER SUBMIT a call partners your account your organisation a proposal Step 1 Find a suitable Call for Proposals H2020 ONLINE MANUAL The Commission publishes on the Participant Portal all the Calls of its research and innovation programmes H2020 and you can search calls from previous programmes FP7 and CIP In addition you can find information about some additional calls in the Other Funding Opportunities section If you apply for the first time and do not know yet the programmes it is useful to read the H2020 Online Manual It helps you choose the most suitable programme for your area and profile Besides you can search according to your research topic with key words and set fil
10. and comments for all proposals within a call to check for consistency across the evaluations v if necessary propose a new set of marks or revise comments and resolve cases where evaluators were unable to agree The panel may comprise experts from consensus groups new experts or a combination of the two There may be one panel covering the whole call or several panels covering different parts of the call Each panel will be responsible for one or more ranked lists as defined by the indicative budget and call conditions set out in the work programme The panel will recommend a priority order for proposals with the same score using the procedure given in the work programme This is the part of a proposal deals with administrative data It is completed using the web based electronic Submission system Part B Template download This is the part of a proposal that explains the work that must be carried out and the roles and aptitudes and submission of the participants in the consortium This part is uploaded to the electronic Submission system as a PDF file Part B template The template documents are intended to provide you the topics that you will need to expand upon as part of the supplied by the Commission and are downloadable in step 4 of the Submission wizard They are in RTF format consisting of a template of all chapter headings forms and tables required to prepare a proposal Part B Participant The Participant short form of Par
11. annex of the proposal in PDF format only and any other requested attachments a Acronym ID PIC Contact download templates Acronym i Technical Annex Section T3 Technical Annex Section 4 5 Configuration OK TO You re using Chrome 24 on Windows Adobe Reader version 11 0 5 0 is installed For more information please consult the User Guide lt lt Step 4 Parties The Action Buttons of the Wizard The action buttons available on the screen are described in the table below Button Description edit forms Click to open the PDF form that you have to complete view history Click to view in detail the list of all system and user actions This function enables e the Proposal Coordinator to verify that partners have updated their forms e Partners to verify that the coordinator has submitted the proposal in a timely fashion print preview Click to open or download and save the proposal locally on your computer download templates Click to download the latest proposal requirements package in a readily editable RTF template upload Click to upload the respective file Once completed you must convert the proposal template into a PDF file The upload process for the complete set of files can take between a few seconds and a few minutes depending on the speed of your Internet connection When the upload is complete the system displays a confirmation message and creates the respective entry in th
12. b Declaration acceptance missing view warnings 1 Ethics riz ings i gt Declaration missing entry l view warnings 2 General Information e Duration missing entry 2 e Similar Proposal submitted missing entry view warnings 18 e Department Name missing entry missing entry missing entry Sode missing entry yY Missing entry e Main Contact Position missing entry e Main Contact Street missing entry i Main Contact City missing entry Participants and contacts e Main Contact Sex missing entry Department Name missing entry Street ssing entry Town ssing entry e Postal Code missing entry e Country missing entry Main Contact Position missing entry e Main Contact Street missing entry e Main Contact City missing entry r e Main Contact Sex missing entry Each error detail line is a link to the respective section of the form Clicking on the link opens the form on top of the errors and warnings page so you can correct it Once done close the form and you will be back to the errors and warnings page When all errors and warnings are corrected click the button again to make sure you have not missed anything Once you get the No Errors validation screen click on submit Your proposal has now been submitted and the system displays a message indicating that the proposal has been received EC Proposal Submission Service User s Guide 02 06 2014 P
13. channel with the National Security Authorities NSAs involved Formal written authorization by the relevant security authorities to use the classified background Security considerations Security issues may be an important component of the research proposal evaluation procedure especially in the FP7 Security Topic All proposals received by the Commission REA should clearly EC Proposal Submission Service User s Guide 02 06 2014 Page 84 of 85 describe the security issues raised by the proposal if any and how they will be addressed in order to be in conformity with national European and international regulations For further references see Appendix 4 in negotiation guidelines Synonym security issues Security considerations flag A security sensitive RTD action is an action that may need to handle classified information A security considerations flag will be associated with a proposal e when the applicant declares a proposal as sensitive e if the expert evaluators the Commission or members of the relevant Programme Committee except for the Security Topic detect or suspect any of the following conditions Classified information is or may be used as background information Some foreground is planned to be classified Whenever a security considerations flag is associated with a proposal the circumstances of the planned work will be further scrutinised according to the procedures for security scrutiny Secur
14. criteria Sections 1 2 and 3 each correspond to an evaluation criterion for a full proposal A First stage proposals In two stage submission schemes at the first stage you only need to complete the parts indicated by a bracket i e These are in the cover page and sections 1 and 2 A Page limit For full proposals the cover page and sections 1 2 and 3 together should not be longer than 70 pages All tables in these sections must be included within this limit The minimum font size allowed is 11 points The page size is A4 and all margins top bottom left right should be at least 15 mm not including any footers or headers The page limit for a first stage proposal is 15 pages If you attempt to upload a proposal longer than the specified limit before the deadline you will receive an automatic waming and will be advised to shorten and re upload the proposal After the deadline any excess pages will be overprinted with a watermark indicating to evaluators that these pages must be disregarded Please do not consider the page limit as a target It is in your interest to keep your text as concise as possible since experts rarely view unnecessarily long proposals in a positive light 3 2 689 English U K EC Proposal Submission Service User s Guide 02 06 2014 Page 35 of 85 In the process of completing your annex forms and prior to uploading them make sure that your documents comply with the above mention
15. each particular call this is the moment after which proposals cannot be submitted to the Commission At this point the Submission system closes for the respective call Deadlines are fixed and Strictly enforced ECAS The European Commission s Authentication Service it is the system for logging in to a whole range of web sites and online services run by the European Commission Once you use ECAS to log into a Commission website you will not need to identify yourself again for other Commission websites until you browser session expires Entry into force date It is the date when the grant agreement enters into force In general this is the date when the last party has signed the grant it can be the coordinator or most commonly the Commission European Research Council Ethics issues are to be addressed by project proposals that involve the collection experimentation with humans including clinical trials and or human tissue the collection or processing of personal data human surveillance and intervention of any kind of experimentation with animals genetic information etc Proposals that raise research ethics issues or those that do not address them adequately are usually identified by the scientific evaluation as needing additional attention by an Ethics Screening and or Ethics Review Panel ethics screening and ethics review are parts of the ethics review process Ethics in H2020 is important throughout the project lifecycle from
16. ey epee tes oe mie ou mage Tamaa erent 2 Oo TT ert De corrects ever fhe aaou seal Maal be Donatela Me popoas wet Mate he cot home Or ete The BOD Paste Oumar ot Gat oe men AD be OF le poet se D fe DOSS TR P eMedia tear Baye F Pe Seo riage cee EC Proposal Submission Service User s Guide 02 06 2014 Page 37 of 85 3 Document file size The allowed file size of annex forms may be limited too Check the guidance documentation available in the call s information package on the Participant Portal When the document file size exceeds the allowed limit the system will display an error message immediately during uploading as shown in the visual example below Upload has failed maximum file size exceeded 4 Graphical resolution Use a maximum resolution of 300 dpi for all graphics and text photocopy quality This can dramatically reduce the PDF file size 5 Printer friendliness Proposals will be printed out in black and white colour on plain A4 paper If you have used other colours in your annex forms make sure that they are correctly interpreted and visible as nuances of grey in the output PDF file e Ensure that printing is done at 300 dots per inch and that no scaling is applied to make the page fit the window Print a test copy of your PDF files before uploading them 6 Document file name and security e Ensure that the annex forms file names contain alphanumerical characters only A Z 0 9 e Do not protect
17. on arsin 110 53 is installed Li For more informabon please canguk the Uis li Note At this point the system will automatically generate emails to all the Partner contacts The emails include all relevant information and links to access the proposal The Access rights granted to each Partner contact will determine the level of access that the contact will have EC Proposal Submission Service User s Guide 02 06 2014 Page 24 of 85 USER ACTION 4 Edit and Complete Proposal Draft Form download Templates and complete all required information Upload files Validate and Submit your proposal This step is the core of the submission process You can come to this step by either clicking on stated above or to access a previously saved draft proposal form go to MY AREA gt My Proposal s page in the Participant Portal you must be logged in and click the button in the ACTIONS column for the respective proposal as shown in the visual example below A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt My Proposals ageing HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS SUPPORT My Organisation s My Proposals My Proposals H2020 ONLINE MANUAL My Project s My Notification s This page provides a list of all proposals relating to you as a participant
18. see its respective Calls appear underneath Horizon 2020 Excellent Science i European Research Councll Type i Proposal Future and Emerging Technologies m Tender Marie Sklodowska Curle actions Status Research infrastructures Open Industrial Leadership Leadership in enabling and Industrial technologies LEIT _ Access to risk finance Forthcoming C Innovation In SMEs C Closed Filter a call FILTER Filters only programme and call tithes and IDs for extended search go to the Search Topics page ny O Title Call Id Publication Date O Deadline Date Excellent Science Excellent Science Excellent Science Call for proposals for ERC Consolidator Calls for proposals for ERC Proof of Call for proposals for ERC Starting Grant Grant Concept Grant ERC 2014 STG ERC 2014 CoG ERC 2014 PoC Pub Date 11 12 2013 Deadline 20 05 2014 Pub Dabe 11 12 2013 Deadline O1 L0 2014 Pub Date 11712 2013 Deadline 25 03 2014 In addition to the search facilities the full list of H2020 Calls can be found here 10 Click on the Call of your interest to open the Call Summary Call Documents Get Support and Subscribe to Notifications tab pages for that Call Note At this point you are expected to have familiarised yourself with the information on these pages as part of the preparation phase The visual examples below show what these screens look like EC Proposal Submission Service User s Guide 02 06 2014
19. supporting documents on the My Organisations page of the Participant Portal EC Proposal Submission Service User s Guide 02 06 2014 Page 58 of 85 Participant Portal The FUNDING OPPORTUNITIES Page The Funding Opportunities page is your access point for searching and selecting Calls for your proposals A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Participant Portal European Commission European Commission gt Research amp Innovation gt Participant Portal gt Funding Opportunities FUNDING OPPORTUNITIES EXPERTS HOW TO PARTICIPATE MY AREA HOME My Organisation s My Proposal s My Project s My Notification s My Expert Area SUPPORT Funding Opportunities H2020 ONLINE MANUAL Find the European Union funding opportunities and search for new or closed calls grouped by the following programmes Horizon 2020 EU research funding from 2014 Seventh Framework Programme FP7 Horizon 2020 Search Topics Call Updates Other EU Programmes 2014 2020 Research Fund for Coal amp Steel COSME me for to 2020 proposals ember nd grant ipants tasks For practical guidance see the H2020 online manual 3rd Health Programme Consumer Programme FP7 amp CIP Programmes 2007 2013 Calls Call Updates Other Funding Opportunities ocietal challenges en
20. the minimum number of participants Consortium eligibility Call requires at least 3 participant s from different EU member states or associated countries currently you have 1 Note Before you can invite a Partner they must already have a PIC see the Submission Preparatory Checklist section above EC Proposal Submission Service User s Guide 02 06 2014 Page 20 of 85 Me Add Partner 3 Click MESSA and anew screen will open as shown in the visual example below Add partner Search for an organisation Please enter the PIC of the organisation If you do not know it you may enter a complete or partial organisation name e g Oxford or University of Oxford Entering additional information like country city usually leads to better results You may also search based on VAT number of the organisation in international format e g GB123456789 test Parc clear 4 Enter your Partner s name in the search field and click You will be presented with the choices that match the name in your search field Add partner Search for an organisation Please enter the PIC of the organisation If you do not know it you may enter a complete or partial organisation name e g Oxford or University of Oxford Entering additional information like country city usually leads to better results You may also search based on VAT number of the organisation in international format e g GB123456789 test Sear
21. the previous Main Contact data If you change an existing Contact Person as a Main Contact or if you add a new contact person in the Main Contact role the previous Main Contact will automatically become a Contact Person the two roles will swap In addition all changes in the Main Contact details will be automatically reflected in the Administrative Form as needed EC Proposal Submission Service User s Guide 02 06 2014 Page 47 of 85 Role Rights The following table highlights the differences between a Proposal Coordinator and Partner actions Yes No Add Invite Participants Yes No Select the call Submit the proposal Yes No Read complete proposal Yes Yes Define the budget tables Yes No Create Contacts for a Partner Yes No The Timeline around the Deadline Proposals can be submitted multiple times before the call deadline specified in the information package of the call available from the Participant Portal Calls deadlines are fixed and are strictly enforced Only the last submitted version will be evaluated where each newly submitted version overwrites the preceding one After the call deadline the proposal can no longer be modified and no further participants can be invited Practise the proposal submission procedure well before the deadline to ensure a risk free submission of your proposal and proper correction of warnings After the deadline the proposal remains available in read only mode and can be access
22. to be notified by the coordinator within x months from entry into force of the Grant Agreement Where the Consortium requires a specific fixed start date for the project that precedes the entry into force of the Grant Agreement full details regarding the justification for the request should be given in writing to the Project Officer prior to the finalisation of Annex to the Grant Agreement and of the GPFs The Commission REA may refuse this request if no sufficient and acceptable justification is provided Costs can be incurred from the start date of the project but not before Where the start date of the project precedes the entry into force of the Grant Agreement future beneficiaries take the risk that the Grant Agreement might not be signed In such a case costs will not be reimbursed by the Commission REA Proposal A set of documents submitted by third parties in response to a particular call in an effort to get funded by the EC after evaluation The main elements of a proposal are the administrative forms and the proposal text Proposal is a proposed project EC Proposal Submission Service User s Guide 02 06 2014 Page 83 of 85 Proposals are submitted following a call for proposals by consortium partners with the goal to be selected and funded by the Commission Proposal In order to get EC funding for a project applicants have to write a complete and detailed proposal describing the objectives planned activities and relev
23. 014 CoG Publication date 2013 12 11 Deadline Date 2014 05 20 17 00 00 Brussels local time Total Call Budget 712 588 727 Main Pillar Excellent Science Status OJ reference OJ C361 9 of 11 December 2013 Topic ERC Consolidator Grant ERC CoG 2014 Topic Description Topic Conditions amp Documents Submission Service To access the Electronic Submission Service of the call please select the type of action that is most relevant to your proposal from the list below You will then be linked to the correct entry point To access existing draft proposals for this call please login to the Participant Portal and select the My Proposals page of the My Area section Consolidator Grant ERC COC 4 12 Select the Type of Action from the drop down menu usually there is just one Type of Action and then click on the button to go to step 2 EC Proposal Submission Service User s Guide 02 06 2014 Page 14 of 85 USER ACTION 2 Create Draft of your Proposal You are now in the online submission service wizard Perform the following steps 1 Enter either your organisation s PIC or its name or select from a previously associated organisation If you have the entire PIC number you can avoid the search process LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL SUBMIT Step 3 Create a Draft Proposal Create a Draft Prop osal Please enter the following information to create a draft proposal Please note that fields marked H2020 E
24. 14 My Expert Area Publication date 2014 01 07 Deadline Date 2014 04 10 17 00 00 Brussels local time i Total Call Budget 6 000 000 Main Pillar Industrial Leadership Status Open OJ reference 0 C361 of 11 12 2013 Horizon 2020 Calls S Toric To combining big data internet of things in EUJ 1 2014 the clou Search Topics Call Updates D Topic Description Topic Conditions amp Documents Submission Service Other EU Programmes 2014 2020 i 2 i To access the Electronic Submission Service of the call please select the type of action that is most relevant to your Research Fund for Coal amp Steel proposal from the list below You will then be linked to the correct entry point COSME To access existing draft proposals for this call please login to the Participant Portal and select the My Proposals page of the My Area section 3rd Health Programme START SUBMISSION Consumer Programme i i Research and Innovation action RIA FP7 amp CIP Programmes 2007 2013 Calls D Call Updates D Other Funding Opportunities HORIZON 2020 RESEARCH ON EUROPA CORDIS OLAF European Communities EC Proposal Submission Service User s Guide 02 06 2014 Page 62 of 85 Participant Porta MY ORGANISATIONS Page After Login After you log in you will be able to use your personalised MY AREA tab where you can access your Organisations and perform different actions related to them view or modify organisation details
25. 3 Participant Portal The CALLS Search amp Selection Page ccccceeccccseeeeseeeeeeeeeseeseeeseeesseeeesaaees 64 Participant Portal CALL Details TOPIC Selection for a CALL ce ecccecccececeeeeeeeeeeeeseeeeaeees 65 Participant Portal Accessing the Submission Service for a Selected TOPIC ccccseeeeeseeeeeeeeees 66 Participant Porta MY ORGANISATIONS Page After Login cccceceececeeeeseeeeseeeeseeeeseeeeneeeenees 67 Participant Portal The MY PROPOSALS Page After LOQIN cccccecccceeceeeeeeeseeseesaeeeesaeeeesaaeess 68 APPENDIX A COMPATIBILITY amp TROUBLESHOOTING YOUR SYSTEM OPIN E A E A E E E A A N ERE TE 69 Co U ea A 69 Troubleshooting Your System Configuration ccccccccccsecceceeeeceeceeseceeseeceeseecesseesessaeeesseeeesseeeesaeees 70 Troublechooling Document SPUCUTE peneee lene temeeent e Mete te tote Ment eet ne teeter E T E 76 APPENDIX B ECAS FE Gls VAIO Nrasecisncusaesscsestennisadencanvacppedeesnsassamestacecaccansatuaness 79 APPENDIX C CALLS WITH SPECIFIC CONTACT ROLES cc cceccceeeeeseeeeeeeeenees 82 GLOSSARY ccccccccecceccecccceccecceccecacsecsessessesaesaesacsacsassessesaesassassatsassassacsusarsarsateaseaseasenens 84 EC Proposal Submission Service User s Guide 02 06 2014 Page 5 of 85 CHAPTER 1 INTRODUCTION The European Commission s Online Submission Service hereinafter referred to as Submission Service is designed to automate the do
26. ERENCE GUIDE TO ROLES SCREENS amp ACCESS TO USER PC e E EENE AE EN EEE A E A 91 Roles Proposal Coordinator Partner Contact Person cccccccsececececeeceteeceseneeceneeteneeteneeseneesauees 51 EC Proposal Submission Service User s Guide 02 06 2014 Page 4 of 85 The Timeline around the D adline cccccccccccececccccceccccececcacaceceacuceceesceneaesceneaesseneaesneceaeenecuacsneatas 52 The Online Submission Wizard Screens and Access to User ACtiONS cccscccecseeeeeseeeeeeeeeesaeees 52 Wizard sien 6 OREATE DRAFT seras 54 wiza enaA PAR E ereer E ee eee 55 Wizard Sip 6 EDIF PROPO AT aE E E E 56 Wizard otep O SUBMIT serere E EE EE EEE EEEE 57 The Participant Portal Screens and Access to User Actions cccccecccececeeeceeeeseeseeesaeeeseeeseeesans 58 Participant Portal Before You Log N siacisovatowsunsaith sian cetineursetcauaentbcasnaethcatacaticscecatiascnsaithstcncetesaunsetects 58 Paricibant Fornal THe ECAS LOGIN Sree Minacas en n S A ASEE 59 Participant Portal The ECAS Login Domain Selection Screen cccceecceeceeeeeseeeeeeeeseeeseesaeeees 60 Participant Ponal The HOW TO PARTICIPATE Pag ciccaccacectaccocectaccocesseweccectadescsetadencsceateocactadceces 61 Participant Portal The BENEFICIARY REGISTER Page After Login cccccseeeeseeeeseeeeneeenees 62 Participant Portal The FUNDING OPPORTUNITIES Page ccccccceeceseeeeseeeeseeeeseeeeseeeeseeeeaees 6
27. Horizon 2020 Funding Starting from 1 1 2014 Proposal Submission Service User Manual 02 06 2014 NAAN o wr European Commission EC Proposal Submission Service User s Guide 02 06 2014 Page 1 of 85 Copyright Notice European Union 1995 2014 Reproduction of this document and its content in part or in whole is authorised provided the source is acknowledged save where otherwise stated Where prior permission must be obtained for the reproduction or use of textual and multimedia information Sound images software etc such permission shall cancel the above mentioned general permission and shall clearly indicate any restrictions on use Third party Trademarks and Copyright All trademarks are the property of their respective owners as follows Windows Microsoft Corporation OS X Apple Inc Adobe Reader Adobe Acrobat Adobe Livecycle Adobe Pro Adobe Systems Inc Internet Explorer Microsoft Corporation Firefox Mozilla foundation Safari Apple Inc Opera Opera Software ASA Google Chrome Google Inc Java Oracle Corporation EC Proposal Submission Service User s Guide 02 06 2014 Page 2 of 85 Revision History Date Updated Reason for Revision Revision s Made Revision Version 04 04 2014 10 04 2014 26 05 2014 EC Proposal Submission Service User s Guide 02 06 2014 Obsolete info about annex forms formatting limitations
28. IX C CALLS WITH SPECIFIC CONTACT ROLES contains examples and guidelines related to rare cases with calls that require specific contact roles in the proposal submission process The GLOSSARY section contains descriptions of the most common specialised terms that you might come upon in this document EC Proposal Submission Service User s Guide 02 06 2014 Page 6 of 85 The Proposal Submission Process Learning about the EC Grant Proposal Process It is very important that you familiarize yourself with the overall research and innovation grant process by first consulting the HOW TO PARTICIPATE page on the Participant Portal There you will find a wealth of information including the Horizon 2020 Online Manual numerous Reference Documents the Beneficiary Register a Financial Capacity Self Check as well as important information on the participation of Micro Small and Medium Enterprises SMEs Please read through all these resources prior to starting your Submission process Proposal Submission Preparatory Checklist In preparation for your online application submission process you must go through the following steps 1 Decide on the funding opportunity that you want to apply for Funding Opportunities are categorised as Work Programmes Calls Topics and Types of Actions Programmes are listed under the Horizon 2020 title 2 Select your Partners Most calls require a consortium of three organisations Relevant information can be found
29. Note A Programme comprises many Calls and each Call can have one or more Topics A submitted proposal is always for one Topic To find and select a Call Topic click on Funding Opportunities European Commission European Commission gt Research amp Innovation gt MY AREA FUNDING OPPORTUNITIES My Organisation s My Proposal s My Project s My Notification s My Expert Area Horizon 2020 Calls Search Topics Call Updates 8 Scroll through the list of Work Programmes listed under the title Horizon 2020 Horizon 2020 xcellent Science European Research Council Type al Proposal Future and Emerging Technologies Tender Marie Sklodowska Curle actions Status Research Infrastructures e Open Industrial Leadership Closed Leadership in enabling and industrial technologles LEIT C Forthcoming Access to risk finance _ Innovation In SMEs Filters only programme and call titles and IDs for extended search go to the Search Topics page You filter the results list in the following ways a To sort the results by type and or status select from the respective options on the right hand side of the filtering panel b To search by a key word type a relevant word in the Filter a call field to search by and click FILTER EC Proposal Submission Service User s Guide 02 06 2014 Page 10 of 85 9 Check the box for the Programme of your preference and you will then
30. ON S SERVERS AND IT EXPIRES 13 HOURS AFTER IT IS DOWNLOADED IF YOU DO NOT COMPLETE SAVE AND CLOSE THE FORM WITHIN 13 HOURS YOU MUST DELETE THE OLD FORM RETURN TO THE WIZARD AND DOWNLOAD A NEW COPY OF THE FORM The images below display the form inside the browser window Whether displayed in a browser window or downloaded to work offline the functionality of all buttons fields and the entire process are exactlv the same The form may not auto fit in the size of your currently open window as shown on the visual example above Validate Form B Horizon 2020 Call H2O020 EUJ 2014 Topic EUJ 1 2014 Type of action RIA Proposal number SEP 210140911 Proposal acronym RSW Table of contents NN a General information EC Proposal Submission Service User s Guide 02 06 2014 Page 29 of 85 You may need to adjust your window size or the form size or both When adjusting the window size you will notice that the form has been opened on top of the Submission Wizard So https ec europa eu research participants submission eforms secure editform draftid SEP 210140911 amp ticket ST 3553390 pGtBv7JAMgszilwCsAcsDtmN8kzINAfzbm4 Uvtt4 JnqrQUCX2f0zUcRZ3D8bBNOoS8TKHkgRestddleghpKsA3A8 Jj71zxV b8yrTtch2eiO06M Submission of Proposals Mozilla Firefo Ei S 1 4a Sign Comment G _ Proposal ion Forms a mg chad enti 7140911 Proposal acronym RSW Table of contents m T aiii 3 210
31. Page 11 of 85 CALL FOR PROPOSALS FOR ERC CONSOLIDATOR GRANT ERC 2014 CoG Publication date 2013 12 11 Deadline Date 2014 05 20 17 00 00 Brussels local time Budget 712 588 727 Main Pillar Excellent Science Status OJ reference OJ C361 9 of 11 December 2013 Call description Call documents Get support Subscribe to Notifications Call summary ERC Consolidator Grants are designed to support excellent Principal Investigators at the career stage at which they may still be consolidating their own independent research team or programme This action is open to researchers of any nationality who intend to conduct their research activity in any Member State or Associated Country The ERC s frontier research grants operate on a bottom up basis without predetermined priorities The call ERC 2014 CoG consists of one call with a single deadline applying to each of the three main research domains e Physical Sciences amp Engineering Panels PE1 PE10 Life Sciences Panels LS1 L59 Social Sciences amp Humanities Panels SH1 SH6 The deadline for all domains of this call is 20 May 2014 17 00 00 Brussels local time The budget indicated above is the total budget covering all domains Please note that the document Information for applicants to the Starting and Consolidator Grant 2014 calls is now available in the Call documents section The link for the electronic proposal submission system should be made avai
32. RAN installed Navigation button For more information please consult the User Guide g next gt gt done 63 Version 20140206 1527 Service Desk DIGIT EFP SEP SUPPORT ec europa eu 32 2 29 92222 EC Proposal Submission Service User s Guide 02 06 2014 Page 51 of 85 Wizard Step 5 EDIT PROPOSAL The visual example below shows the EDIT PROPOSAL screen of the Wizard LOGIN FUNDING SCHEME CREATE DRAFT IT PROPOSAL SUBMIT Click to open general help instructions for editing proposal forms Step 9 Edit Proposals Forms Edit Proposal In this step you can edit the administrative forms and upload the proposal tserl WARNING This proposal contains changes that have not yet been submitted action buttons a ICT 02 2014 Edit will open the forms in Adobe Re Click to open specific help DE l te print preview instructions on forms editing Part B and Annexes of the proposal in PDF format only angLany other In this section you may ey the technical annex l requested attachments Acronym ID PIC Contact Indication if the T Click to delete required document rahe kL Acronym an uploaded was uploaded Creati document Creativel Configuration OK ys You re using Firefox 17 on Windows Adobe Reader version 11 0 5 3 is installed Click to upload required document Click to download latest proposal requirem
33. RT ec europa eu 32 2 29 92222 EC Proposal Submission Service User s Guide 02 06 2014 Page 66 of 85 The bottom left side of your wizard will indicate whether your system is configured to display the form inside your browser window Configuration unconfirmed Configuration OK ps You re using Firefox 21 on Windows Adobe Reader is Ws You re using Firefox 17 on not aE ates a enamed Under these 2 Windows Adobe Reader conditions all PDF forms will version 11 0 5 3 is have to be downloaded on installed our computer in order to be y pu edited For more information please E aieattaa consult the User Guide the help page or read the Starter Manual Configuration OK your system meets the minimum requirements and all PDF forms will open within the browser Configuration unconfirmed your browser does not meet the minimum requirements and all PDF forms will be downloaded and open offline outside your browser What to do if your system configuration is not OK 1 Make sure you have the correct version of Adobe Reader installed see compatibility section above and is set up as your default PDF handler If you have an older version of Adobe Reader uninstall it before installing the new version To download Adobe Reader go to Adobe Reader Download and follow the instructions 2 Most browsers have their own built in PDF viewers If your browser s built in PDF viewer is not allowing you to prop
34. SEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Opportunities MY AREA HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS SUPPORT My Organisation s My Proposal s My Project s BIOTECHNOLOGY My Notification s H2020 LEIT BIO 2015 1 Sub call of H2020 BIOTEC 2014 2015 My Expert Area Publication date 2013 12 11 Deadline Date 2015 02 24 17 00 00 Brussels local time Stage 2 2015 06 11 17 00 00 Brussels local time Budget 29 600 000 Main Pillar Industrial Leadership Horizon 2020 Status OJ reference OJ C361 of 11 December 2013 Calls Search Topics Call Updates 8 Call description Call documents Get support Subscribe to Notifications Other EU Programmes 2014 2020 Call updates Research Fund for Coal amp Steel 2014 01 10 17 07 47 COSME 3rd Health Programme The Part 5ii Nanotechnologies Advanced materials Advanced manufacturing and processing Consumer Programme Biotechnology of the Horizon 2020 Work Programme 2014 2015 has been uploaded among the documents in the Information Package FP7 amp CIP Programmes 2007 2013 Calls Topics and submission service Call Updates Other Funding Opportunities RESEARCH ON EUROPA CORDIS European Communities Click on the topic that you want to submit a proposal for then click on the Submission Service tab Call for proposals for ERC Consolidator Grant ERC 2
35. TUNITIES to open the open the page with information on Portal or REGISTER to start page with Ca or NISTA ipati ocess and the the ECAS registration oink asi orocedure European Commission Participant Portal European Commission Dacaarrh A Innmvatinn Particinant Portal gt Horne Horizon 2020 Funding Starting from 1 1 2014 On this site you can find and secure funding for research amp innovation projects under the following EU programmes e 2014 2020 Horizon 2020 research and innovation framework programme 2007 2013 7th research framework programme FP7 and Competitiveness amp Innovation Programme CIP Non registered users Registered users e search for funding e submit your proposal read the H2020 Online Manual amp download the sign the grant legal documents manage your project throughout its lifecycle check if an organisation is already registered contact our support services or check our FAQs 3 e k r A 5i WHAT S NEW FUNDING HOW TO WORK AS AN MY PERSONAL INFORMATION OPPORTUNITIES PARTICIPATE EXPERT AREA AND SUPPORT HORIZON 2020 RESEARCH ON EUROPA CORDIS OLAF European Communities EC Proposal Submission Service User s Guide 02 06 2014 Page 54 of 85 Participant Portal The ECAS Login Screen When you click PB ec you will be prompted to authenticate through the ECAS login screen as shown in the visual example below This screen appears in the same window and after login or regi
36. UJ 2014 with a star are mandatory Pic Short name Organisations you have been previously associated with Click to select um April 2014 17 00 00 1 0 Brussels Local Time PIC 949682381 Sciant Associstes Ltd 3 Dunav Str Ww a days left until closure Sofis BG VAT BGO 123456 Search for your organisation PIC E Configuration OK You re using Firefox 17 on Your Role Windows Adobe Reader version 11 0 5 3 is Please indicate your role in this proposal installed For more information please Main contact consult the User Guide zi Contsct person Your Proposal Please choose an acronym for your proposal It will appear also in the General Information section of the submission form Part A and can also be updated there Acronym Please restrict acronym to latin characters only Short Summary max 2000 characters Character count EC Proposal Submission Service User s Guide 02 06 2014 Page 15 of 85 2 Once you enter the PIC number you will notice that the name field is automatically populated and the address is shown in blue highlight as indicated on the visual example below LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL Step 3 Create a Draft Proposal Create a Draft Proposal Please enter the following information to create a draft proposal Please note that fields marked with a 49020 EUJ 2044 star are mandatory a Your organisation a o 2044
37. Validate the form will perform a check and provide you the corresponding notices and when you click on Save and Close the information will be sent to and saved on the Commission s servers REMEMBER THE DOWNLOADED FORM HAS A TIME STAMP FROM THE COMMISSION S SERVERS AND IT EXPIRES 13 HOURS AFTER IT IS DOWNLOADED IF YOU DO NOT COMPLETE SAVE AND CLOSE THE FORM WITHIN 13 HOURS YOU MUST DELETE THE OLD FORM RETURN TO THE WIZARD AND DOWNLOAD A NEW COPY OF THE FORM FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL Step 5 Edit Proposals Forms Edit Proposal In this step you can edit the administrative forms and upload the proposal itself e a WARNING This proposal contains changes that have not yet been submitted Bice Edit will open the forms in Adobe Reader 8 ii Em aia Sa E o O TE Biss April 2014 17 00 00 23 Brussels Local Time Fart B and Annexes g days lef until closure In this section you may upload the technical annex of the proposal in PDF format only and any other requested attachments Acronym ID PIC Contact download templates MENI Creativel Eaa meets B Pat B Template se ST p Section 1 3 Configuration OK Technical Annex 8 Part_8 Template_ nks CLEAN section 45 pdf EES ps You re using Firefox 17 on Windows Adobe Reader version 11 0 5 3 is installed For more information please consult the User Guide Version 20140122 1403 Service Desk DIGI EFP7 SEP SUPPO
38. ady registered contact our support services or check our FAQs wh 3 w S i w Ww N d WHAT S NEW FUNDING HOW TO WORK AS AN MY PERSONAL INFORMATION OPPORTUNITIES PARTICIPATE EXPERT AREA AND SUPPORT RESEARCH ON EUROPA CORDIS OLAF European Communities cick aa The ECAS Sign Up screen will open EC Proposal Submission Service User s Guide 02 06 2014 Page 75 of 85 Contact Privacy Statement English en EUROPEAN COMMISSION AUTHENTICATION SERVICE ECAS uropean Commission External EUROPA gt Authentication Service gt Sign Up 4 Login New password Beale Help I Is the selected domain correct External Change it Sign Up Help for external users E mail language Privacy statement by checking this box you acknowledge that you have read and understood the privacy statement Required fields Last update 05 12 2013 3 6 2 m 7 ms amp Top All fields in the registration form are mandatory Optionally click the link Help for external users if you need additional instructions Choose a username and enter it in the Choose a username field Enter your First name and your Last name ae oY Enter your E mail When registration is complete a confirmation email will be sent to this email address 8 Enter your e mail address again in the Confirm e mail field You will receive an error message and you will have to enter the email again if it does not match the e mail addr
39. age 44 of 85 The Submitted status will also be shown on the My proposals page of the Participant Portal The system also sends a submission confirmation e mail to the Proposal Coordinator containing the details of the submitted proposal Note that the e mail could end up in the spam folder or get blocked by the anti soam system of your organisations so make sure that you check for it as needed The point at which the submission takes effect is the moment when the Proposal Coordinator clicks without any errors found and sees the message indicating that the proposal has been received It is not the point at which the upload of the Annex documents is started Therefore if you wait until too near to the close of the call to start uploading your proposal there is a serious risk that you will not be able to submit it on time You can upload your Annex documents or submit your proposal as many times as you wish prior to the call deadline but it is strongly advised not to wait until the final moment to perform these operations Each time you upload a new Annex document you must click submit if you want to save your changes USER ACTION 5 The Proposal Submitted Page Reaching Step 5 means that your proposal has been successfully submitted and therefore sent to the European Commission services for evaluation In Step 5 you can perform the following actions as indicated on the visual example below LOGIN FUNDING SCHEME CREATE DRAFT PARTIES
40. al In this step you can edit the administrative forms and upload the proposal itself es Ee WARNING This proposal contains changes that have not yet been submitted Bice OO Edit will open the forms in Adobe Reader Part B and Annexes days left until closure In this section you may upload the technical annex of the proposal in PDF format only and any other requested attachments Acronym ID PIC Contact download templates Acronym Creativel Technical Annex 3 Part B Template section 1 3 EDITED pdf e Section 1 3 Configuration OK Technical Annex 3 Part_B Template nks CLEAN section _4 5 2 e Section 4 5 re You re using Firefox 17 on Windows Adobe Reader version 11 0 5 5 is installed For more information please consult the User Guide done x Version 20140122 1403 Service Desk DIGIT EFP SEP SUPPORT ec europa eu 32 2 29 92222 5 Optionally when needed you can an uploaded file and upload a new one in its place EC Proposal Submission Service User s Guide 02 06 2014 Page 42 of 85 4 6 VALIDATE AND SUBMIT YOUR APPLICATION You must click the button to make sure that your application meets the requirements The system will check and advise you of any issues with all the forms and whether your applicatoin meets the requirements of Partners file sizes number of pages etc Any errors will be displayed as indicated below Validations Your proposal cannot be submitted
41. ance with the corresponding Call s Activity ies Proposals are individually evaluated by a team of independent experts Only the very best project proposals will get funding A description of the planned research activities information on who will carry them out how much they will cost and how much funding is requested Proposal Coordinator Individuals and legal entities such as companies consortia universities university departments etc are allowed to submit proposals requesting financial support The Proposal Coordinator leads the submission process of the proposal and is the only applicant recognised by the Commission To avoid the existing confusion a difference is made between a Proposal Coordinator Contact and a Proposal Coordinator Organisation The Proposal Coordinator Contact is either an individual or empowered individual of an organisation having the responsibility to request financial support via the submission of a proposal The Proposal Coordinator Organisation is the organisation to which the Proposal Coordinator Contact belongs or is linked to and or that has given the Proposal Coordinator Contact the responsibility to submit a proposal to request financial support The coordinator is a specific role of a beneficiary The coordinator is the main driver and responsible for the project and normally it is the one communicating directly with the Commission The coordinator submits the periodic reports and requests
42. articipant Portal CALL Details TOPIC Selection for a CALL When you select a Call for your proposal submission you must select a Topic in the Call description tab that opens A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION European Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Opportunities Wide HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS SUPPORT My Organisation s My Proposal s _ My Project s l EU JAPAN RESEARCH AND DEVELOPMENT COOPERATION IN NET FUTURES My Notification s H2020 EUJ 2014 My Expert Area Publication date 2014 01 07 Deadline Date 2014 04 10 17 00 00 Brussels local time a Budget 6 000 000 Main Pillar Industrial Leadership Status OJ reference OJ C361 of 11 12 2013 Horizon 2020 Calls D Search Topics Call Updates Call description Call documents Get support Subscribe to Notifications Call summary The coordinated call by the Ministry of Internal Affairs and Communications of Japan MIC can be found at http www soumu go jp menu_news s news O0itsushin03_02000065 htm 3rd Health Programme The coordinated call by the National Institute of Information and Communications Technology of Japan NICT can be found at http www nict go jp collabo commission 20140107kebo html Call updates e
43. as follows My Expert Area proposals you have initiated or submitted as a Coordinator Principal Investigator or proposals you have contributed to as a project participant You can view edit or download your draft or submitted proposals depending on the proposal status and the deadline of the relevant call To start preparing a new proposal go to Funding Opportunities to the page of the call or topic that you want to apply for and enter the electronic submission system LEGEND Edit Draft View orate E View Submitted oe Delete Proposal 10 x entries geach FUNDING PROPOSAL REMAININ lt PROGRAM CALL SCHEME ID ACRONYM STATUS G TIME ACTIONS H2020 H2020 RIA SEP 2101424 SA Draft EUJ 2014 22 TAND 1g 1 to 1 of 1 entries i HORIZON 2020 RESEARCH ON EUROPA CORDIS OLAF European Communities EC Proposal Submission Service User s Guide 02 06 2014 Page 25 of 85 You have now opened Siep 5 of the online submission wizard LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL SUBMIT Step 5 Edit Proposals Forms Edit Proposal In this step you can edit the administrative forms and upload the proposal itself z WARNING This proposal contains changes that have not yet been submitted Administrative Forms a ICT 02 2014 Edit will open the forms in Adobe Reader wA April 2014 17 00 00 23 Brussels Local Time Part B and Annexes 65 In this section you may upload the technical
44. at the length and the expected level of information That text appears when you bring your cursor over the top of the box Once you click on the text or start editing the information it disappears automatically Navigation in the Form To view the different sections in the form you may either use the scroll bar or click on the blue Show buttons as seen in the Table of contents Validation The form has built in checks and gives error or warning messages in case fields are not completed Please click on the button to check your data Errors and warnings will be listed at the end of the form Error fields will be highlighted in yellow whereas fields with warnings will be highlighted in red Errors mean that mandatory information is missing Such as the Proposal Title and the proposal cannot be submitted until these errors are resolved Warning messages do not block submission but they indicate missing information that may be important for the proposal and ideally these warning messages ought to also be addressed and the information fields ought to be corrected By clicking on the Show button you can easily get back to the respective fields to correct them Saving of the Data Before closing the form click on the button The save and close function does not validate the information on the form so it works even if the form is not completely filled in This will take you back to Step 5 where you can upload the Technical Annex and any ad
45. ch results for test TEST REGISTRATION TEST TEST 1 TEST SZKOLA TEST_test Motowska 43a TEST DK Di 998983892 947464088 Turbulans Nametica Test Test Test vTest Ankara TR 948955269 test NA 2 Mokotowska Warszawa PL 947717646 More results were found You can e refine your search above TEST DE test test street 40 leuven BE 949767935 ff Test test 1 TEST NL 947344002 e view the complete search results SiG Warszawa PL JA 949101060 test test test ES 953568589 PE Test GW 142 Test Street Colchester UK 947996133 IE Click here to register your organisation for a Participant Identification Code PIC EC Proposal Submission Service User s Guide 02 06 2014 Page 21 of 85 5 Once you find your Partner organisation click the button available for this organisation and the Add Contact window will open up 6 Click on the question mark on the window to learn about the rules Add partner e For the primary coordinator contact and the first participant contact the information supplied here is pushed into the administrative forms In the forms it is read only you must return here if you wish to edit it press back on Step 5 The email address is mandatory it is used to both grant access via the ECAS system and to send an email invitation You cannot change the email address please delete the contact and re add if necessary Please ask the contact if they have an ex
46. cumentation submission process for organisations and individuals interested in submitting proposals for funding under various EC program initiatives Document Scope and Structure The purpose of the Proposal Submission Guide is to describe how beneficiaries can prepare and submit a Proposal using the Submission system The document also provides additional reference information about the Service as well as troubleshooting and configuration advice The following sections of information are available CHAPTER 1 INTRODUCTION provides information and links to the relevant resources a high level description of what you will need to prepare prior to your submission a list of user actions and contact and support information CHAPTER 2 SUBMITTING YOUR PROPOSAL THROUGH THE ONLINE SUBMISSION SYSTEM provides step by step guidance on how to submit your information using the Commission s online system CHAPTER 3 REFERENCE GUIDE TO SCREENS ROLES amp ACCESS TO USER ACTIONS describes the screens and the basic tasks you can perform using the system as well as a description of the user roles in the system APPENDIX A TROUBLESHOOTING COMPATIBILITY amp CONFIGURATION ISSUES provides general information on common issues and solutions relating to system compatibility configuration and troubleshooting APPENDIX B REGISTRATION provides instructions on how to register a new account with the European Commission Authentication Service ECAS APPEND
47. d on is enabled and no action is required lf the Enable button is displayed click Enable Firefox 19 and above Please note that Firefox 19 and above has a built in PDF viewer You will need to enable the Adobe PDF reader plugin Click on Tools and then click on Options Select Applications In the Content Type column find Adobe Acrobat Document and click on it to select it In the Action column click on the corresponding drop down arrow and select Use Adobe Acrobat in Firefox Content Type 3GPP2 Movie video 3gpp2 AAC audio audio mp4 AAC audio audio x m4a AAC audio protected AAC audio book AC3 Audio bps Adobe Acrobat Document Adobe Acrobat Forms Document a bal Adobe Acrobat Forms Document a T Adobe Acrobat XML Data Package F AMC Movie AMR Audio Use QuickTime Plug in 7 7 4 in Firef Use QuickTime Plug in 7 7 4 in Firef i Use QuickTime Plug in 7 7 4 in Firef 4 i Use QuickTime Plug in 7 7 4 in Firef i Use QuickTime Plug in 7 7 4 in Firef fm Use QuickTime Plug in 7 7 4 in Firef Use Adobe Acrobat in Firefox v fi Use Adobe Acrobat in Firefox fi Use Adobe Acrobat in Firefox fi Use Adobe Acrobat in Firefox i Use QuickTime Plug in 7 7 4 in Firef i Use QuickTime Plug in 7 7 4 in Firef EC Proposal Submission Service User s Guide 02 06 2014 Page 68 of 85 Google Chrome Google Chrome uses
48. depends on its legal status and accounting methodology and it is usually valid for the entire duration of FP7 In FP7 all departments faculties or institutes which are part of the same legal entity must use the same system of cost calculation unless a special clause providing for derogation for a particular department institute is included in the GA The choice of the ICM should be carefully assessed If a change of the ICM is required it will have an effect only on future grants with the exception of the correction of mistakes further details are given in the Amendments Guide ftp ftp cordis europa eu pub fp7 docs amendments ga_en pdf Legal Entity Appointed The LEAR is a person nominated in each legal entity participating in Research H2020 FP7 Representative programmes This person is the contact for the Commission related to all questions on legal status LEAR He she has access to the online database of legal entities with a possibility to view the data stored on his her entity and to initiate updates and corrections to these data The LEAR receives a Participant Identification Code PIC from the Commission see below and distributes this number within his her organisation Internal user responsible for the management of the application and of the operational call Panel Review When there are insufficient funds to award grants to all proposals that achieve a qualifying score in the evaluation a review panel will v review the scores
49. ditional documents You may return to edit the form as many times as you wish prior to call closure Any changes saved on the form need to be resubmitted in order to be received by the European Commission and considered for evaluation Technical Requirements The configuration check tool located on the bottom left hand side of the submission system automatically verifies if your system configuration complies with the minimum requirements EC Proposal Submission Service User s Guide 02 06 2014 Page 31 of 85 Action Buttons within the Form Two action buttons in the PDF form help you find and verify the information easily Button Description Validate Form When you click this button all data fields in the forms will be validated against a Set of rules The system assesses if the available data is valid checks the data formats performs computations and checks interlinked data for consistency Any issues found in the form are reported at the end of the PDF form Save And Close Click to save the completed administrative form and close it for editing You can save your form data even if the form is not completely filled in you can edit it at any moment prior to the deadline Save and Close does not validate the data 4 2 EDITING AND COMPLETING THE FORM To start completing the form scroll down or click on the blue button to navigate to the respective section of your form This is primarily an administrative form that requir
50. e User s Guide 02 06 2014 Page 17 of 85 7 You will be presented with the following Disclaimer click accept to accept it and proceed or ll to decline it and cancel the proposal submission Submission and Evaluation of Proposals Assent Disclaimer By pressing the following button you accept the terms and conditions of usage of this site and more specifically Proposal pre registration data 1 Information used for the pre registration and creation of a draft proposal Call topic type of action Participant Identification PIC code of your Organisation Acronym Short Summary Panels and Keywords Step3 and the list of participating organisations Step4 can be used by the services in charge for the planning of evaluations 2 Short Summary describes briefly the purpose of the proposal with a maximum of 2 000 characters Entering at least keywords will help the services in the planning of the evaluations Coordinators may choose to enter xxx at this stage should they prefer not disclosing any data The Short summary information is then copied to the Abstract field in the administrative form and can be modified there Ifyou do not wish any of your pre registration data to be available to the European Commission service in charge prior to call closure then please send an email to the Participant Portal Service Desk address available at the foot of the screen and in the User Guide Part B 3 File format For the T
51. e history log Please check the requirements for uploading your files below EC Proposal Submission Service User s Guide 02 06 2014 Page 26 of 85 4 1 FAMILIARIZING YOURSELF WITH THE WIZARD AND THE FORM Click the first button at the top of the screen to read the general help instructions for editing proposal forms as shown on the visual example below Edit Proposals Forms e You may return to this step from the My Proposals section of the Participant Portal e Submit your proposal as early in the process as possible you can update and resubmit an improved version many times before the call closure e Submitting a proposal will overwrite any previous versions of this same proposal this process is irreversible e Any changes made here to the proposal will not be available to the European Commission service in charge unless resubmitted before the call closure EC Proposal Submission Service User s Guide 02 06 2014 Page 27 of 85 Click the button in the Administrative Forms section to read the help instructions for editing the administrative forms of the proposal as shown on the visual example below Administrative Forms x As coordinator you have the rights to edit all sections of the administrative form participants can only update their relevant sections including the budget form Note that participants and other coordinator contacts may also update the form while you are editing it with the last sa
52. e legal basis for the internal relationship and responsibilities among the beneficiaries and must be consistent with the provisions of the Grant Agreement The Consortium Agreement is mandatory for all projects unless specifically excluded by the terms of the call for proposals Such agreements do not affect the rights of the Commission REA arising from the Grant Agreement and the corresponding obligations of the beneficiaries vis a vis the Commission REA Consortium A Consortium is a group of Participants one of which is identified as the Proposal Coordinator in the proposal submission The Consortium is represented to the Commission by a nominated Proposal Coordinator Contact who is normally an employee of the Proposal Coordinator Organisation but who acts on behalf of all for most aspects of the project In the context of a running project the following constraints shall hold There shall be exactly one Proposal Coordinator Contact within each Project Consortium The Coordinator Contact identified in the Project proposal shall be a person nominated from within the Coordinator Organisation to be recognised by the Commission as the primary point of contact between it and the Consortium Each Partner in the Consortium shall nominate a Partner Contact as its representative in the Project who shall also be identified to the Commission LEARs in the Consortium may revoke the Partner Contact representing their organisation in the Project Deadline For
53. ececesececesecssensseeesccetenescsedeccsensdenesensdeecncsssencsenezenareneseretes 9 Learning about the EC Grant Proposal Process cccccccccceeceeceeeeeceeeesseueesseeeessaeessaeeesseeeeseeeeeas 9 Proposal Submission Preparatory Checklist ccccccccsecccsececeececeececeuceceuseceusecsusessusessueessueeseeensees 9 Quick Steps to the Online Submission Process cccccecececsesssseeceeeeeeeeceaeessececeeeeeseeeaaeseseeeeeeeeeess 9 Accessing Your Draft and Submitted Proposals ccccccceecccceeeeececeeseecesaeecesseeeesseeeessaeeesseeeesaeeees 9 CONECTA UDO OIN eea E EEE EEEE a 9 CHAPTER 2 SUBMITTING YOUR PROPOSAL THROUGH THE ONLINE SUBMISSION SERVICE WIZARD wteeecacecattssanondecarestantecauaaessienennaacuaceeenaucavancecssaaesaesteceons 10 USER ACTION 1 Log In amp Select Your TOPIC 2c c cccccccececcceeesenetenscenenccesensceeeeecesenccereccsesenss 10 USER ACTION 2 Create Draft of your Pi OS cca ce cece teceice ee se cetecccceesececciccorceecsescaeeeseccsuscverceceeeeeceees 17 USER ACTION 3 Manage Your Related Parties and or Edit Contact Details cceeceeeeeeeees 23 USER ACTION 4 Edit and Complete Proposal Draft Form download Templates and complete all required information Upload files Validate and Submit your propoOSal cccccseeeeseeeeeeeeeeeeeeaeeeees 29 The Action Buttons of the WIZA rd cccccccceecceececeeeceeceeeceeeseueceaeesececaueeeeecseesaueeea
54. echnical Annex part B you must use exclusively PDF portable document format compatible with Adobe Acrobat version 5 or higher with embedded fonts Annexes might have an obligatory page limit Please check for the number and type of mandatory or optional annexes for the call in the relevant call documentation Annexes with excess pages where page limit applies will receive a watermark upon upload to the system Users will receive a warning when trying to submit an annex with excess pages 4 Time constraints Preparation and uploading of the PDF formatted technical annex may take some time You should ensure that this has been completed in time well before the call closure deadline Submission 5 In order to be made available for evaluation proposals must be submitted prior to the call closure deadline Likewise modifications to proposals or uploaded attachments are also required to be submitted prior to the call closure deadline or they will not be taken into account Proposals may be submitted or withdrawn at any time prior to the call closure deadline There is only ever one version of a submitted proposal as submission over writes the previous version Personal Data 6 We will process personal data in accordance with Regulation No 45 2001 and according to the notifications of the processing operations to the Data Protection Officer DPO of the Commission Agency publicly accessible in the DPO register Read more on the Legal Notice o
55. ecified limit you will not get an error message during the upload process However when you attempt to Validate the uploaded document the system will display a warning message advising you to shorten and re upload the proposal in order to allow for it to be qualified as eligible as shown in the visual example below Validations The following warnings will not block submission of your proposal but may affect its eligibility during evaluation Eligibility warnings The file sep_usermanus _V3 2 2 9 f Technical Annex Secbon 1 3 contains 37 pages the guide for applicants states thet the document should contain ne more than 15 pages In addition if before the deadline the number of pages in one of the uploaded documents still exceeds the allowed limit you will receive an automatic Eligibility Warning advising you to shorten and re upload the proposal as shown in the visual example below EC Proposal Submission Service User s Guide 02 06 2014 Page 36 of 85 Eligibility warnings O your proporsi wes subentted wth the following ebgrddlity warnings Eligibility warnings e The file sep_usermanual_V3 2 2 pdf Technical Annex Section 1 3 contains 37 pages the guide for applicants states that the document should contain no more than 15 pages If you bebeve that your proposal is eloible even with these warnings then you may enter an explenstion below this will be passed to the eligibility committee 1000 characte
56. ed by the coordinator and the proposal participants invited before the deadline The Online Submission Wizard Screens and Access to User Actions The electronic submission system screen is organised as follows A progress bar banner showing the proposal completion progress e Buttons for the available Actions e The ID card of your proposal shown on the left hand side of the screen The information displayed there is completed as the user progresses You can click on the Acronym ID PIC and Contact tabs e Configuration status check tool it is displayed in the bottom left part of the screen In the visual example below the configuration complies with the minimum requirements e Navigation buttons available in the bottom right corner of the screen EC Proposal Submission Service User s Guide 02 06 2014 Page 48 of 85 LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL SUBMIT Step 5 Edit Proposal progress bar TEST MODE Edit Proposals Forms In this step you can edit the administrative forms and upload the proposal itself as WARNING This proposal contains changes that have not yet been submitted Administrative Forms action buttons Edit will open the forms in Adobe Reader 2 NMP 18 2014 Proposal information panel May 201 06 Bruss Etg days left until closure Acronym ID PIC Contact Acronym SRP2 In this section you may upload the technica
57. ed requirements and recommendations as generally outlined below 1 PDF conversion issues and checks e Before you start the conversion to PDF clean up your document accept all tracked changes delete internal review notes or comments check for any formatting issues and so on The document to be converted to PDF must only contain the final clean content e Check that your PDF conversion software has successfully converted all the pages of your original document e g check for any problems with page limits tables graphics or footnotes e Check that your PDF conversion software has not cut down pages with landscape orientation to fit them into portrait orientation format e Check that captions and labels have not been lost from your diagrams e Embed all fonts in the PDF file math symbols non Latin alphabet text etc 2 Limitations in document page number font size and page margins Each form template depending on the specific call may impose certain limitations in the document formatting with regard to the maximum number of pages in the document the minimum maximum font size allowed and or the minimum margins you must allow for in the page layout Always make sure to check and apply the guidance for the specific call available on the Participant Portal as well as the instructions at the beginning of the annex form templates for each specific call lf you attempt to upload an annex form that contains more pages than the sp
58. eesseeseeesnaeenaes 30 4 1 FAMILIARIZING YOURSELF WITH THE WIZARD AND THE FORM cccccseeeeeeeeeeeeees 31 What You Need to Know about Completing the FOrm cccccccccccseceeceeeesseeeeseeeeesaeeeesseeeesaeeeeseees 35 4 2 EDITING AND COMPLETING THE FORM scicrcicectcrcicrctcrcdcratctateectetaietetes eetateeiatabenaloraietelesalete 36 4 3 FORM VALIDATION SAVE AND CLOSE wcsiiscerexcresevevenesecnceeseusccueisuencsnieueneuereiesaxenederebitevexees 37 4 4 PART B DOWNLOADING AND COMPLETING THE ANNEX FORMS cccceseeeeeeeeeeees 38 4 5 UPLOADING THE ANNEX FORMS eric ccstcsccs ccsseseeiecires cscs vesies vcs eeaicn eduena sicndnawstivnspevatlvedeseselsudecuseendscsesess 39 4 6 VALIDATE AND SUBMIT YOUR APPLICATION ccc ccccccseececeseeeeeseeeeeeeetaeeetsnseeteneeesanes 47 USER ACTION 5 The Proposal Submitted Page ccccccsecccceeeecceeeeseeeeeseeeesseeeeeseeeesseeeseeeeeas 49 Rovie CRE CGIT TINS PODOS al ices cectsacetsaccwseemwecmaiaceis R E enaeeracaeeicen 50 Download Submitted Proposal Package cccccccccccseeeeceeeeeceeeeeseeeeeseeeeseeeesseeeessaeeessaeeesseeeesaeees 50 WV IUCr MIE FONO al cases az denertgecaneateecssecteecere t2ec5 e lt 0 ce coca rece done e4a foe seca coee E EEE E EE 50 FP Pe AC TION xs srastatestscrsatarasssesy cass AEE 50 OM PICUIIG TNE TONS sa cececsccessaccenseeccgecerencseneesactennceceasnecs E senaecaeeeeeeecsacscuteetenaee saeco 50 CHAPTER 3 REF
59. ement Expiration 9 Trust A certificate used to sign a document must either be designated as a trust anchor or chain up to a trust anchor in order for signature validation to succeed Revocation checking is not performed on or above a trust anchor V Use this certificate as a trusted root If signature validation succeeds trust this certificate for 7 Signed documents or data F Certified documents Dynamic content Embedded high privilege JavaScript Privileged system operations networking printing file access etc e Tick off the Use this certificate as a trusted root and click OK note ticking off Certified documents is not required e In the Signature Properties window click first on Validate Signature and then on Close Signature validity is UNKNOWN a Signing Time E Reason Acknowledgment of Receipt Validity Summary The Document has not been modified since this signature was applied The certifier has specified that Form Fill in Signing and Commenting are allowed for this document No other changes are permitted The signer s identity is unknown because it has expired or is not yet valid Signing time is from the clock on the signer s computer re was validated as of the current time sas Signer Info There were errors building the path from the signer s certificate to an issuer certificate Revocation checking was not performed Show Signer s Certificate S
60. ents package Navigation and action buttons For more information please consult the User Guide lt Step 4 Parties validate done x Version 20140122 1403 Service Desk DIGIT EFP SEP SUPPORT ec europa eu 32 2 29 92222 EC Proposal Submission Service User s Guide 02 06 2014 Page 52 of 85 Wizard Step 6 SUBMIT The visual example below shows the SUBMIT screen of the Wizard LOGIN FUNDING SCHEME CREATE ORAFT PARTIES Step 6 Submit Your proposal has been successfully submitted Your proposal was submitted on 05 July 2012 at 12 21 23 Brussels Local Time as part of the FP7 ICT 2011 9 call before the deadline of 31 December 2013 at 17 00 00 Brussels Local Time Your project ID is 601791 This number is important and will be used as future reference during the evaluation process Revisit your Proposal 33 December 2013 17 00 00 34 Brussels Local Time You may edit your proposal and re submit at any time before the deadline of 31 December 2013 at 17 00 00 aed 227S left until closure by clicking the re edit proposal butt PEF IO EIC Contact A digitally signed and time stamped version of your submitted Draft ID proposal can be viewed down loaded Note this can take from a few SEP 200017926 seconds to several hours dependi You may withdraw the proposal at any time prior to call closure In Configuration OK doing so it will not be passed to the evaluation stage Ja You re using Firefox 10 o
61. er at the heart of the internal market Other Funding Opportunities This page lists additional research activities initiatives executed by several Member States or joint programmes co funded calls thematic opportunities and intergovernmental actions Call updates The page displays the latest updates to the calls like Page 59 of 85 Participant Portal The CALLS Search amp Selection Page The CALLS search amp selection page for the selected Programme contains a filtering search panel at the top of the page and under it a result list of Calls depending on your filtering criteria in the form of clickable boxes If you click on a specific Call box you will go to the Call Details page for that Call The visual example below shows a list of Horizon 2020 calls A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innova FUNDING OPPORTU ieee HOME SUPPORT My Organisation s My Proposal s My Project s My Notification s _ My Expert Area _ Excellent Science har roposa Tender Status Open European Research Council F Future and Emerging Technologies Marie Sklodovska Curie actions Research infrastructures Horizon 2020 Calls i Search Topics ndustrial Leadership F Leadership in enabling and industrial technologies LEIT
62. ergy ance to embed socio economic sciences and humanities into the work programme Another important priority of the Commission is to ensure gender is embedded in the design of Horizon 2020 project proposals FP7 and CIP previous programmes EC Proposal Submission Service User s Guide 02 06 2014 Competitiveness and Innovation Framework Programme CIP Calls other research and innovation programmes COSME Programme for the Competitiveness of Enterprises and SMEs COSME will run from 2014 to 2020 witha planned budget of 2 3bn It will facilitate SME access to finance create supportive environment for business creation help small businesses operate outside their home countries and improve their access to markets 3rd HEALTH PROGRAMME The Third Health Programme will run from 2014 to 2020 with a planned budget of 449 million EUR It will support actions that complement support and add value to the policies of the Member States to improve the health of EU citizens and reduce health inequalities by promoting health encouraging innovation in health increasing the sustainability of health systems and protecting Union citizens from serious cross border health threats CONSUMER PROGRAMME The Multiannual Consumer Programme 2014 2020 has a planned budget of 188 million EUR It will support actions that ensure a high level of consumer protection that empower consumers and that place the consum
63. ering you will receive an e mail allowing you to complete the registration process 15 The system will send you a confirmation email to the email address you provided in the sign up form Open the email and click on the activation link provided to activate your account The link will expire after 90 minutes Note Make sure to check your spam folder if you cannot find the confirmation email in your inbox 16 The system will open another screen where you can enter the password for your account Enter a valid password following the instructions on the screen 17 The system will then confirm the creation of your account with the following message Successful login You are now logged in to ECAS To stop the automatic single sign on click Logout or close all browser windows 18 To log in with your new account go back to the Participant Portal http ec europa eu research participants portal desktop en home html and click CS enter the system EC Proposal Submission Service User s Guide 02 06 2014 Page 77 of 85 APPENDIX C CALLS WITH SPECIFIC CONTACT ROLES Most calls use the standard Main contact and Contact person roles for the Proposal Coordinator organisation However some calls may require more specific roles such as Principal Investigator Main Host Institution Contact Researcher Supervisor Applicant and so on The call roles are specific to the call Calls of this type are pre configured accordingly so
64. erly open view and edit the Administrative form in step 5 it is recommended that you disable your browser s PDF viewer and instead use the corresponding Adobe Reader plug in This way you will be able to open up view and edit the form within the browser As stated above you can also complete the form offline and then save it to the Commission servers The following instructions explain how to enable the Adobe Reader plug in for the supported browsers and operating systems EC Proposal Submission Service User s Guide 02 06 2014 Page 67 of 85 On Windows Internet Explorer 7 8 and 9 The steps to enable the Adobe PDF plug in vary depending on your version of Internet Explorer Select Tools and click on Manage Add ons o Or select Tools gt Internet Options click the Programs tab then click Manage Add ons In the Show pop up menu select All Add ons o In some versions the option reads Add ons That Have Been Used by Internet Explorer Scroll to the section of add ons for Adobe Systems and select Adobe PDF Reader lf the status of Adobe PDF Reader is set to Disabled click the Enable button Click OK to confirm Firefox 3 6 up to 18 Select Tools and click on Options Click the General tab then click Manage Add ons Click the Plug ins tab purple blue icon The layout of this dialog box differs depending on the version Find and select Acrobat or Adobe Reader If the Disable button is displayed as shown above the ad
65. es general information administrative data of participating organizations budget information by paai and also Call specific information Submission of Proposals Mozilla Fire Firefox ecure editform draftid SEP 210140911 amp ticket ST 3553390 pGtBv7JAMgszJwCsA e i Forms 2B8o OO Oe n k Directorate General for Research and Innovation Horizon 2020 Call H2020 EUJ 2014 Topic EUJ 1 2014 Type of action RIA Proposal number SEP 210140911 Proposal acronym RSW Table of contents The administrative forms must be filled in for each proposal using the templates available in the submission system Some data fields in the administrative forms are pre filled based on the previous steps in the submission wizard Read more EC Proposal Submission Service User s Guide 02 06 2014 Page 32 of 85 4 3 FORM VALIDATION SAVE AND CLOSE You must click the Ce iion to make sure that your application meets the administrative requirements The form will run a self check and advise you of any erros or warnings as per the examples below Validations O The following warnings will not block submission of your proposal but may affect its eligibility during evaluation Eligibility warnings e Call requires at least 3 participant s from different EU member states or associated countries currently you have 1 The validation errors shown below comases Directorate General for Research and Innova
66. ess provided in Step 3 9 Select the E mail language that you want the European Commission to use for e mail communication with you 10 In the Enter the code field enter the five characters shown in the blue box above the field For security reasons the characters are not displayed clearly and may not be copied from the blue box lf you cannot read the characters in the blue box or if you enter them but you receive an error message try the following a Click to reload a different character combination and enter it in the Enter the code field b Click to hear an audio recording of the characters You will need to use your computer speakers or headphones make sure you have turned the volume on to a comfortable volume level EC Proposal Submission Service User s Guide 02 06 2014 Page 76 of 85 11 Click the privacy statement link under the Enter the code field and read it in the new window that opens If you agree with it close the privacy statement window and check the respective check box under the Enter the code field 12 Click GED 13 If you have not provided the required information in the fields or you have entered a wrong code or an email address in an incorrect email format the system will prompt you to go back and correct the errors before you can sign up 14 On success the ECAS system will display the following message to confirm that your account has been created Sign Up Thank you for regist
67. f the Participant Portal Reeulation EC No 45 2001 of the European Parhament and of the Council of 18 December 2000 on the protection of individuals with regard to the processmg of personal data by the Community institutions and bodies and on the free movement of such data OJ L 8 12 01 2001 p 1 EC Proposal Submission Service User s Guide 02 06 2014 Page 18 of 85 8 You will receive a message on your screen that your draft proposal has been created You will also receive a confirmation email Draft proposal Creative created Dear You have successfully created draft proposal Creativel for the call NCP A You can continue editing your proposal now or access it at a later time before the deadline 2014 04 23 17 00 00 Brussels Local Time from Participant Portal by accessing the My Proposals tab https ec eurapa eu research participants portal desktop en proposals index html An email containing this information has been sent to the email address which is associated with your ECAS account Continue with this proposal Go to My Proposals 9 Click MASAE to proceed to the next step To postpone this action for a later time and return to your list of proposals in the Participant Portal Go to My Proposals EC Proposal Submission Service User s Guide 02 06 2014 Page 19 of 85 USER ACTION 3 Manage Your Related Parties and or Edit Contact Details In this step you can add remove and manage additio
68. for amendments It is usually the beneficiary responsible for redistributing the funds among further beneficiaries participating in a common project Also named Proposal Project Coordinator Broader Term Beneficiary Partner Proposal ID An identifier assigned to a proposal after it was submitted Once a proposal is funded its Proposal ID becomes its Project ID Security aspect letter Security Aspects Letter SAL a set of special contractual conditions issued by the contracting SAL authority which forms an integral part of a classified contract involving access to or generation of EU classified information and that identifies the security requirements or those elements of the classified contract requiring security protection as defined in section 27 of Commission Decision 2001 844 EC ECSC Euratom In the case of a proposal involving classified information background and or foreground a Security Aspect Letter SAL and its annexed Security Classification Guide SCG must be part of the proposal Security classification guide The SCG will cover SCG The level of classification of background and foreground Which participant will have access to what information In addition the following documents will be requested A copy of the Facility Security Clearances FSC or the FSC requests The validity of the FSC will be checked by the European Commission Security Directorate through the appropriate formal
69. he proposal To avoid the existing confusion a difference is made between a Partner Contact and a Partner Organisation The Partner Contact is either an individual or empowered individual of an organisation having the responsibility to assist the Proposal Coordinator in the submission of a proposal The Partner Organisation is the organisation to which the Partner Contact belongs or is linked to and or that has given the Partner Contact the responsibility to assist in the preparation of a proposal Any company university research centre organisation or individual legally established in any country who participates in a collaborative project known as an indirect action provided that the minimum conditions laid down in the rules for participation in a research programme have been met including any additional conditions laid down by specific programmes or individual work programmes E g Beneficiary 3rd party researcher principal investigator for ERC projects Participant Identification Code The Participant Identification Code PIC is a 9 digit unique identifier for every validated organisation PIC Participants will not have to submit their legal and financial information and supporting documents each time they submit a proposal or negotiate a grant agreement but just their PIC Participant Portal The Research and Innovation Participant Portal is the single entry point for interaction with the research PP Directorates General of the
70. his proposal Click to start the installed organisation Search For more information please Oe ee procedure consult the User Guide piara Enter proposal acronym Enter proposal Your Proposal short summary Select your role Main contact or Contact person Acronym Short Summary max 2000 characters Character count EC Proposal Submission Service User s Guide 02 06 2014 Page 50 of 85 Wizard Step 4 PARTIES The visual example below shows the PARTIES screen of the Wizard LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL Step 4 Parties Manage Your Related Parties Click to add a new Partner Click to open help instructions In this step you as coordi coordinator can edit the eleNentg on this screen Note Your changes will be apphed only after you Migeme Number of participants 1 Add Pariner 7 Consortium eligibility Warning on the required number of participants Se a ICT 02 2044 Call requires at least 3 participant s from different EU member states or associated countries currently you have 1 s i nn z Aem PT cone JOE April 2014 17 00 00 23 Brussels Local Time Add contact days left until closure Edit ici Resend Acronym ID PIC Contact participant information invitation to Acronym collaborate tst1 Configuration OK p You re using Chrome 24 on Windows Adobe Reader version 11 0 5 0 is RE
71. ignature valid gt egy thee eeren face rn Leone are V Reason Acknowledgment of Receipt EC Proposal Submission Service User s Guide 02 06 2014 Page 74 of 85 APPENDIX B ECAS REGISTRATION To use the online Submission Service you need to have a personal user account with the European Commission Authentication Service ECAS To register to ECAS follow the instructions below Note For additional information see the H2020 Online Manual ECAS registration steps 1 Go to the Participant Portal htto ec europa eu research participants portal desktop en home html A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Home HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS SUPPORT Horizon 2020 Funding Starting from 1 1 2014 On this site you can find and secure funding for research amp innovation projects under the following EU programmes 2014 2020 Horizon 2020 research and innovation framework programme 2007 2013 7th research framework programme FP7 and Competitiveness amp Innovation Programme CIP Non registered users Registered users search for funding e submit your proposal read the H2020 Online Manual amp download the e sign the grant legal documents manage your project throughout its lifecycle check if an organisation is alre
72. ing Document Structure After downloading the submitted proposal you may receive a message such as The European Commission digital signature eReceipt of the submitted proposal is not validated The following procedure is only applicable for Windows operating systems After downloading the submitted proposal e Click once on the signature located at the table of contents page e Click on Signature Properties in the Signature Validation Status window Signature Vato Stats Signature validity is UNKNOWN The Document has not been modified since this signature was applied The signer s identity is unknown because it has expired or is not yet valid e In the Signature Properties window click on Show Signer s Certificate EC Proposal Submission Service User s Guide 02 06 2014 Page 72 of 85 Signature validity is UNKNOWN a Signing Time Reason Acknowledgment of Receipt Validity Summary The Document has not been modified since this signature was applied The certifier has specified that Form Fill in Signing and Commenting are allowed for this document No other changes are permitted The signer s identity is unknown because it has expired or is not yet valid Signing time is from the clock on the signer s computer Signature was validated as of the current time Signer Info There were errors building the path from the signer s certificate to an issuer certificate Revocatio
73. institution or body Choose W 7 if you have a special external account composed of w and 7 digits If tapan om we European Commission External European Commission Executive Agencies Partners Researchers Citizens W7 I have an account w 7 digits I don t know Special external accounts More information about this screen Regulatory Agences joint Undertakings ACER S ry i on Sky lt i gt Agency for the Cooperation of Arternis Joint Undertaking Clean Sky Joint Undertaking Committee of the Regions Energy Regulators EC Proposal Submission Service User s Guide 02 06 2014 Page 56 of 85 Participant Portal The HOW TO PARTICIPATE Page This page is your main source of information in the stage of preparation for a proposal submission It enables you the following e Register your and your Partners organisations in the Beneficiary Register e Read the H2020 Online Manual and a number of Reference Documents e Perform a Financial Capacity Self Check e Check the conditions regarding SME Participation ontact Legal Notice English v NNOVATION Commission otal Click to open the H2020 Online Manual European Commission gt Research amp In ticipant Portal gt Funding HOME FUNDING OPP HOW TO PARTICIPATE EXPERTS SUPPORT a H2020 Online Manual How to participate H2020 ONLINE MANUAL Reference Documents 3 The first steps to prepare your proposal and apply for EU research funding Learn
74. isting ECAS account and use the corresponding email where possible If they don t have an ECAS account then use the email they supply to you an ECAS account will be created and an email sent to the contact with details on how to validate 7 Select the project role of the Partner Contact Add contact oon m TEST Please enter the contact name and details e Project Role Main contact Contact person 9 _ Access rights NS First Name Last Name Email Address required field EC Proposal Submission Service User s Guide 02 06 2014 Page 22 of 85 8 Select the access rights that you want to grant to your Partner contact Only the person assigned the Main Contact role and having full access rights can submit an application Add contact M TEST Please enter the contact name and details e Project Role Main contact Access rights lt Participant contact full access Team member read only access First Name E Last Name Email Address required field 9 Fill in the fields and click OK Add contact M TEST Please enter the contact name and details e Project Role Main contact Access rights Participant contact full access b First Name tester Last Name tester Email Address tester tester com required field oen oo Note If the contact person does not have an ECAS account yet the system will
75. ity scrutiny Special procedures will apply to security related research due to the sensitive nature of the subjects addressed and the particular capability gaps that need to be addressed to protect Europe s citizens RTD actions will be classified if they are considered as sensitive These procedures will apply to all RTD actions under the theme Security in the Specific Programme Co operation They apply to other themes if so specified in the relevant call Special clause SC A special clause is inserted in the Grant Agreement and is applicable where required A sequence of a submission and an evaluation procedure A call for proposals can follow a one stage or two stage procedure For one stage calls proposals are directly evaluated after being submitted For two stage calls the proposal coordinator submits a short proposal that is evaluated successful proposals are invited to submit a full proposal The number of stages in the procedure and the type of proposal that is to be expected for each stage are configurable items A round in the evaluation procedure The evaluation of a proposal might be performed in one or two or even more steps A first evaluation step may be based on a limited set of evaluation criteria while another subsequent step may be based on the remaining evaluation criteria The formal act to submit a proposal to the Commission via a web based application Proposals can be modified and submitted several time
76. l annex of the proposal in PDF format only and any other requested attachments download templates Technical Annex Section 1 3 Technical Annex Section 8 4 5 amp Configuration OK ys You re using Chrome 27 on Windows Adobe Reader version 10 1 8 0 is installed For more information please consult the User Guide proposal ID card navigation buttons configuration status check tool lt lt Step 4 Parties The most important pages of the online submission wizard are briefly described below EC Proposal Submission Service User s Guide 02 06 2014 Page 49 of 85 Wizard Step 3 CREATE DRAFT The visual example below shows the CREATE DRAFT screen of the Wizard LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL SUBMIT Step 3 Create a Draft Proposal Create a Draft Proposal Please enter the following information fo Ent r youraorganisation ep H2020 EUJ 2014 with a star are mandatory Search criteria Your organisation PA Short name Organisations you have been previously associated with Click to select April 2014 17 00 00 PIC 949682381 Sciant Associstes Ltd 3 Dunav Str Sofis BG VAT BG0123456 Search for your organisation PIC EESTIS Configuration OK Select a previously associated ps You re using Firefox 17 on Your Role oraanisation Windows Adobe Reader version 11 0 5 3 is Please indicate your role in t
77. lable in February Call updates 2014 02 19 09 46 44 The submission session is now available for ERC CoG 2014 ERC COG Topics and submission service e ERC CoG 2014 ERC Consolidator Grant CALL FOR PROPOSALS FOR ERC CONSOLIDATOR GRANT ERC 2014 CoG Publication date 2013 12 11 Deadline Date 2014 05 20 17 00 00 Brussels local time Budget 712 588 727 Main Pillar Excellent Science Status Open OJ reference C361 9 of 11 December 2013 Call description Get support Subscribe to Notifications Download all documents ERC documents ERC Work Programme en ERC documents ERC rules for submission and evaluation en Legal basis Specific Programme H2020 en Legal basis Framework Programme H2020 en Legal basis Rules for Participation en Information for applicants to the Starting and Consolidator Grant 2014 calls en EC Proposal Submission Service User s Guide 02 06 2014 Page 12 of 85 CALL FOR PROPOSALS FOR ERC CONSOLIDATOR GRANT ERC 2014 CoG Publication date 2013 12 11 Deadline Date 2014 05 20 17 00 00 Brussels local time Budget 712 588 727 Main Pillar Excellent Science Status Open 0J reference 0 C361 9 of 11 December 2013 Call description Call documents Subscribe to Notifications National Contact Points NCP contact your NCP for further assistance Research Enquiry Service ask questions about any aspect of European research in general and the EU Research Framework Programmes in pa
78. ms you must prepare them for uploading A number of limitations and requirements are in place for each of the forms depending on the call such as page size and page limit document size limit minimum font size PDF format conversion issues etc Make sure that you first familiarize yourself with all the specific annex form limitations and requirements in the documentation available in the respective call s information package on the Participant Portal The breach of certain limitations such document size limits could result in failure of the upload as a result you may need to amend the documents and upload them again In the case of exceeding the page number limit you will be still able to upload the document but all of the excess pages will contain a watermark Your proposal will be considered ineligible if any of the forms limitations and requirements are not met The following visual example shows a sample Part B form template with detailed instructions on the front page including limitations for the page limit font size and margins Mailings Review View Developer Quick tips Proposal template technical annex Research and Innovation actions Innovation actions Please follow the structure of this template when preparing your proposal It has been designed to ensure that the important aspects of your planned work are presented in a way that will enable the experts to make an effective assessment against the evaluation
79. n Windows Adobe Reader version 9 or above is installed 3 Navigation button i For more information go to g the help page or read the tarter Manual EC Proposal Submission Service User s Guide 02 06 2014 Page 53 of 85 The Participant Portal Screens and Access to User Actions The Research and Innovation Participant Portal is your entry point to the electronic submission service It enables you to access the following actions e Familiarize yourself with the overall research and innovation grant process by first consulting the HOW TO PARTICIPATE page on the Participant Portal Decide on the funding opportunity that you want to apply for Select your Partners check Partner information in the Beneficiary Register Register as a user in ECAS Register your organisation and your Partner organisations in the Beneficiary Register Login to the Participant Portal and Select your Topic to access the Online Submission Service Use the MY AREA gt My Proposals My Organisations pages to access your draft and submitted Proposals Participant Portal Before You Log In In the Home page you can log in if you have an ECAS account or register to ECAS Before logging in you can still familiarize yourself with the grant process and funding opportunities and you can check Partner information A Z Sitema About this site Contact Legal Notice Click FUNDING Click HOW TO PARTICIPATE to Click LOGIN to log in to the OPPOR
80. n checking was not performed Show Signer s Certificate e Select Trust tab and Click on Add to Trusted Identities in the Certificate Viewer window Show all certification paths found Batimore CyberTrust Summary Details Revocation Trust Policies Legal Notice Postecom CS3 Dy ereceipt ctp7 Trust Settings This certificate is trusted to PF Sign documents or data HF Certify documents HM Execute dynamic content that is embedded in a certified document Execute high privilege JavaScripts that are embedded in a certified document Perform privileged system operations networking printing file access etc Add to Trusted Certificates tm Ja The selected certificate has errors Not time valid The path validation checks were done as of the current time 3 gt Validation Model Shell e Click on OK to confirm in the Acrobat Security pop up window F you change the trust settings you will need to revalidate any signatures to see the change By directly trusting the signer s identity you are overriding all inherited trust settings Are you sure you want to do this EC Proposal Submission Service User s Guide 02 06 2014 Page 73 of 85 e The Import Contact Settings window should be displayed Import Contact Settings a Certificate Details Subject ereceipt efp7 ec europa eu Issuer Postecom CS3 Usage Sign transaction Encrypt keys Encrypt document Key Agre
81. nal Partners and their contact persons roles You can also edit the contact person s details of the main organisation Note You can only add Partners for 1 stage calls or during the second stage of a 2 stage call in 2 stage calls you submit an outline proposal during the first stage and only the Proposal Coordinator is taking part in this action additional Partners can be added during the second stage if reached 1 You will be taken to Step 4 Manage your Related Parties as shown in the visual example below LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL SUBMIT Step 4 Parties Manage Your Related In this step you as coordinator should manage and review the participants of your proposal Only you as Parties coordinator can edit the elements on this screen Note Your changes will be applied only after you click the Save changes button Number of participants 1 Add Partner 7 Consortium eligibility a Aiii Call requires at least 3 participant s from different EU member states or associated countries currently you have 1 AEE arrg o o Ld T April 2014 17 00 00 s ue 23 Brussels Local Time y F Acronym ID PIC Contact Acronym tstl Configuration OK Ws You re using Chrome 24 on Windows Adobe Reader version 11 0 5 0 is installed For more information please consult the User Guide 2 The system will advise you of the Consortium Eligibility requirements for
82. neficiary registration and data updates please refer to the Horizon 2020 Helpdesk For any IT related problems that you might experience with the Submission system please contact the Research IT Helpdesk Once you have started the submission process additional contact information is available at the bottom of the submission page EC Proposal Submission Service User s Guide 02 06 2014 Page 7 of 85 CHAPTER 2 SUBMITTING YOUR PROPOSAL THROUGH THE ONLINE SUBMISSION SERVICE WIZARD Once you have your ECAS username and password your PIC and your Partners PICs you can start the submission process by logging in to the Participant Portal and using the European Commission s online Submission Service Wizard USER ACTION 1 Log In amp Select Your Topic To log in and select your call perform the following steps 1 Go to the Participant Portal htto ec europa eu research participants portal desktop en home html A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Home HOME FUNDING OPPORTUNITIES HOWTO PARTICIPATE EXPERTS SUPPORT Horizon 2020 Funding Starting from 1 1 2014 On this site you can find and secure funding for research amp innovation projects under the following EU programmes e 2014 2020 Horizon 2020 research and innovation framework programme
83. nistrative forms and upload the Ce maemo aa itself Administrative Forms EUJ 2 2014 Edit will open the forms in Adobe Reader 9 EETA April 2014 17 00 00 10 Brussels Local Time Part B and Annexes u Gays left until closure In this section you may upload the technical annex of the proposal in PDF format only and any other requested attachments 9 Acronym ID PIC Contact Acronym SA Technical Annex Section 13 Configuration OK jeps Annex Section g a You re using Firefox 17 on Optional annex 3 Ethics Windows Adobe Reader x version 11 0 5 3 is Supporting Document s installed For more information please consult the User Gu The template describes the information that must be included in your application and how to structure that information You will need to complete this package as thoroughly as possible You may want to also check with Enterprise Europe Network and your National Contacts Point for Assistance see the Support menu of the Participant Portal It is important that you remain within the file size and page limits that a proposal may have Once you have completed your proposal based on the downloaded template you must convert it into a PDF file which you will then upload as an Annex form of the proposal This is referred to as Part B of your proposal EC Proposal Submission Service User s Guide 02 06 2014 Page 34 of 85 4 5 UPLOADING THE ANNEX FORMS When you complete the annex for
84. ns Enable Java Enable JavaScript Block pop up windows Ask before sending a non secure form to a secure website Opera 19 The latest Opera version will not display the pdf forms inside the browser It will automatically download them in your download folder You will need to open and work on them using the Adobe Reader or Adobe Pro application When you are ready to click on the embedded Validate Form link or on the embedded Save and Close link make sure your computer is connected to the internet so that the information can be automatically validated or uploaded and saved to the Commission s servers EC Proposal Submission Service User s Guide 02 06 2014 Page 71 of 85 On OS X In OS X the latest versions of Adobe software Acrobat 10 1 x or XI and Reader 10 1 x or XI support viewing PDF files only inside the Safari browser Other browsers such as Firefox Chrome and Opera are not supported We suggest you use Safari lf Safari does not display pdf forms in the browser window uninstall all older versions of Adobe Reader and download the most recent one First close Safari and then install Reader Launch Safari and you ought to be able to open the pdf files inside the Safari window If you install Adobe Reader 10 1 x without first closing Safari Safari will not display the pdf file inside its browser window until it is re launched For further help please see http helpx adobe com acrobat kb troubleshoot satari plug acrobat x h
85. o securely access other computers that have been shared with you To use this plugin you must first insta Disable E Always allowed Microsoft Office 2 files Version 14 0 4730 1010 Office Authorization plug in for NPAPI browsers Disable E Always allowed QuickTime Player 7 files Version 7 7 3 1660 64 The QuickTime Plugin allows you to view a wide variety of multimedia content in Web pages For more information visit the Quid Disable E Always allowed Native Client Disable E Always allowed Enable Always allowed Adobe Reader Version 10 1 4 338 Download Critical Security Update Adobe PDF Plug In For Firefox and Netscape 10 1 4 Disable E Always allowed Google Update Version 1 3 21 145 Disable E Always allowed Java TM 2 files Version 6 0 370 6 Download Critical Security Update Next Generation Java Plug in 1 6 0 37 for Mozilla browsers Safari 5 EC Proposal Submission Service User s Guide 02 06 2014 Page 70 of 85 e Choose Action menu gt Preferences and click Security The Action menu is near the upper right corner of the Safari window and looks like a gear e Make sure that Enable plug ins checkbox is selected Safari will by default display PDF files using the Adobe Reader plug in Boonie Ea 5 RSS Ss Lh amp amp General Appearance Bookmarks Tabs R55 AutoFill Security Privacy Extensions Advanced Fraudulent sites Warn when visting a fraudulent website Web content Enable plug i
86. on click the button PARTNER ACTIONS As discussed above a partner must have access to the ECAS and a PIC in order to be added as a Partner When the Proposal Coordinator clicks in Step 4 the system sends an automatic email to all the Partner contacts with the proposal related links Once the Partners enter the electronic submission system it will display Step 5 of the submission process where edit forms the Gam button enables them to access the electronic administrative forms and the rest of the proposal package as their participation requires To access the consortium contact details they will need to click the lt lt back button the system will show Step 4 of the submission process Completing the forms When the PDF form is opened the partner will have to verify or fill in their administrative forms When they finish they must make sure that no validation errors are left unaddressed To check for validation errors they will need to use the VALIDATE FORMS button located at the bottom of the page EC Proposal Submission Service User s Guide 02 06 2014 Page 46 of 85 CHAPTER 3 REFERENCE GUIDE TO ROLES SCREENS amp ACCESS TO USER ACTIONS Roles Proposal Coordinator Partner Contact Person The roles that are available in the system are the Proposal Coordinator Partners and Contact Persons optionally The Proposal Coordinator and each of the Partners have a Main Contact and can optionally have one
87. on the Participant Portal 3 Register as a user in ECAS the European Commission Authentication Service For instructions also see Appendix B at the end of this document 4 Your organisation and your Partner organisations must register in the Beneficiary Register through the Participant Portal and receive a Participant Identification Code PIC Additional information is available in the Beneficiary Register Manual Quick Steps to the Online Submission Process The following basic user actions are involved in the online submission process Refer to Chapter 1 for the detailed step by step procedures 1 Login to the Participant Portal and Select your Topic 2 Create Draft of your proposal 3 Manage Your Related Parties 4 Edit Proposal draft form download templates complete all required information upload files and submit your proposal Following submission you can re edit download or withdraw your proposal Invite Partners to the process DO Accessing Your Draft and Submitted Proposals You can access your saved proposal drafts as well as your submitted proposals at any time from the My Proposals page in the Participant Portal you must be logged in Alternatively you can access your proposals from the My Organisations page in the Participant Portal using the Proposal action button for the organisation Contact and Support For questions on any aspect of grant applications and the EU Research Framework Programmes including be
88. opean Union funds refers to the legal entity that signs a grant agreement and or procurement contract i e the grant beneficiary and or contractor with an entity managing EU funds Depending on the management mode this entity may be the European Commission a beneficiary country an international organisation or a Community or national agency Subcontractors or suppliers as well as partners consortia members of the beneficiaries are not concerned http ec europa eu europeaid work funding beneficiaries_en htm Synonyms participant Broader term partner Beneficiary Register An electronic system that enables organisations to register their details once and then use this registration for one or more participations thus eliminating the need to provide the same information for multiple proposal submissions The Web interface of the Beneficiary Register is accessible from the Beneficiary Register page of the Participant Portal http ec europa eu research participants portal desktop en organisations register html The Beneficiary Register also provides an organisation search tool where you can check if your organisation has already been registered as a participant Call An invitation to third parties to submit a proposal in order to get funding Calls cover specific research areas and are always Issued in the context of a Work Programme All calls are announced in the EU s Official Journal and are published on the FP7 section of the CORDIS website
89. or more additional Contact Persons Depending on the proposal you participate in you might act on behalf of one or more of these roles and your current role will determine the actions you will be enabled to perform and the information you will be required to provide e Proposal Coordinator The Proposal Coordinator acts as the single point of contact between the participants and the Commission for the respective proposal The Proposal Coordinator is generally responsible for the overall planning of the proposal for building up the consortium that will do the work and s he is always the first participant Note that for some calls only one participant is needed and the participant will be the Proposal Coordinator of the given proposal by default e Partner If you are a Partner to a proposal you will be invited by the Proposal Coordinator to fill the administrative forms that contain the contact and address details Most of the fields will be pre filled with data already supplied by the Commission systems in order to save time and to ensure better data quality e Contact Person As an option you as a Proposal Coordinator or as a Partner may decide to delegate some of the work on filling in or reviewing your parts of the proposal submission forms to one or more additional Contact Persons You can grant each Contact Person full access rights or read only access to the forms data A Contact Person will only be entitled to edit view the parts of the propo
90. ot the case click the Change it link 5 Inthe domain selection screen that opens select the External option as indicated in the visual example below Contact Privacy Statement English en l EUROPEAN COMMISSION AUTHENTICATION SERVICE European Commission Where are you from Welcome to the European Commission Authentication Service ECAS Choose the institution or body for which you want to log in Choose External if you don t work for a European institution or body Choose W 7 if you have a special external account composed of w and 7 digits If you aren t sure select the I don t know option for help pang E band er European Commission External European Commission Executive Agencies Partners Researchers Citizens W7 S I have an account w 7 digits I don t know Special external accounts More informati about this screen Coe Lae errs 7 e A P R lasd lad Bead CER 9 b br rebelde saa Energy Regulator Clean Sky wv Agency for the Cooperation of Artemis Joint Undertaking Clean Sky Joint Undertaking Committee of the Regions Energy Regulators The system will return you to the ECAS login screen Page 9 of 85 6 Inthe ECAS login screen as shown in step 2 above provide your ECAS user name and password to login to the online Submission Service 7 Once logged in you will need to select the Call Topic for which you will submit your proposal
91. registered in Participant Portal e Start or Resume the organisation registration process via the Beneficiary Register A Z Sitemap About this site Contact Legal Notice RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt Organisation Search ime HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS SUPPORT ig WAN TeRziev gt My Organisation s My Proposal s Beneficiary Register H2020 ONLINE MANUAL My Project s My Notification s My Expert Area The Commission has an online register of the beneficiaries participating in the EU research and innovation or education audiovisual and cultural programmes This allows consistent handling of the beneficiaries official data and avoids multiple requests for the same information H2020 Online Manual ea mS If you want to participate in a project proposal your organisation needs to be registered and have a 9 digit Reference Documents Participant Identification Code PIC that is the unique identifier of your organisation and will be used as a reference by the Commission in any interactions Beneficiary Register Financial Capacity Self Check 7 Is your organisation already registered Search PIC SME Participation As you have to register your organisation only once please see first if it has alga If you did not find your organisation in the register you can start it
92. ronym l only Short Summary max 2000 characters Character count 7 You would typically select the top level role Main contact for most calls for the Proposal Coordinator organisation during the initial proposal draft creation If you decide to use the Contact person role or another role if the call uses specific roles see below make sure to add the top level role Main contact in the next steps before you submit your proposal Note For more information about roles in the system see section Roles Proposal Coordinator Partner Contact Person further in this document IMPORTANT Most calls use the standard Main contact and Contact person roles for the Proposal Coordinator organisation However some calls e g H2020 MSCA IF 2014 and ERC 2014 may require more specific roles such as Principal Investigator Main Host Institution Contact Researcher Supervisor Applicant and so on Calls of this type are pre configured accordingly so that the proposal submission forms for them contain special sections to address the specific roles and the respective data as needed Likewise the Proposal Submission Wizard for these calls will display the respective role options as configured for each call For more information about calls with special roles see Appendix C Calls with Specific Contact Roles at the end of this document 4 Fill in the Acronym field 5 Fill in the Summary field 6 Click EC Proposal Submission Servic
93. rs left After the deadline any excess pages will be overprinted with a watermark indicating to evaluators that these pages must be disregarded as shown in the visual example below The fourth step managing other participants to the proposal A Pre vep Fo pynta enr T a of w y Fe ert e payouts eroras oa FaN gat in s te ebro wet sia terme mmi gg Pa mew y h e eer Ue pa he oka ster ol e are oF prta dees miee erties ur le stiu Pe get eats ot be mamou soneet amp Me propoed Me SOE peor ef Sone a OF a eh 2 ine a aaa he T ot cate Pe ADEI ope an ore E in a AA aii N Det 2 perieapant The n 6 ap cee of peA Ercan Me fre are Amer feted Pe eee HOw DIDP OPA Bow Teeter Saeed A BAID enr a ere oe ca cot be re Hert Re prtopata e ke S Pe aa Oe Toe te he ee per OF fe ree The ooer GOOF Sr Herre Gemmell det at fey he ioe Pona PUPPEN Law e ded foe ha porn Cery pime propona Fot Mane Cune cats People specific Isna ae re a may n a Bebra es paar Ps wt A Fe twaree COTA o he good uror of Te Te tires a Or Oem D corte epee es Se ns s he ey ote beret Pa bye et A Pa be tone of me tenn teres Aa Nasar aoe ms van a Weed amp apen et re Wor Daa ooo foe HOM he mreana Agoi ee Ti ty ween nat Von tring tere a rie of patapa 2 0 of eed Free ot ay ee art bee 6 stage cabs fret stage sampbhed suberwssion cme tee Mage cote e alte fr n 2 eed prams fetety aa trtowed ty Te fee orem es ty Pe wee pet gats oy oe ceri
94. rticular IT Helpdesk contact the Participant Portal IT helpdesk for questions such as forgotten passwords access rights and roles technical aspects of submission of proposals etc Ethics to ensure compliance with ethical issues further information is available on the Participant Portal and on the Science and Society Portal European IPR Helpdesk assists you on intellectual property issues The European Charter for Researchers and the Code of Conduct for their recruitment H2020 Online Manual your online guide on the procedures from proposal submission to managing your grant CALL FOR PROPOSALS FOR ERC CONSOLIDATOR GRANT ERC 2014 CoG Publication date 2013 12 11 Deadline Date 2014 05 20 17 00 00 Brussels local time Budget 712 588 727 Main Pillar Excellent Science Status C 0 reference O C361 9 of 11 December 2013 Call description Call documents Get support Subscribe to Notifications The service of notifications is not available yet In order to receive timely information about calls and call updates please subscribe to RSS by dicking on the icon D of the relevant site in the left hand menu Your browser will then constantly monitor the site s and inform you of any updates EC Proposal Submission Service User s Guide 02 06 2014 Page 13 of 85 11 At the bottom of the Call Description tab you will see the Topics and submission service A Z Sitemap About this site Contact Legal Notice English v RE
95. ry max 2000 characters 2 Character count Scientific Panel Please select e EC Proposal Submission Service User s Guide 02 06 2014 Page 78 of 85 IMPORTANT Ensure that you have assigned the top level role for the call for the Proposal Coordinator organisation before you submit your proposal For example if you create your initial proposal draft using another available role you must then add an additional contact or edit a current one to assign the top level role for that contact For example Call ERC 2014 e Principal Investigator top level and compulsory for the Proposal Coordinator organisation e Main Host Institution Contact e Contact person Call H2020 MSCA IF 2014 e Researcher top level and compulsory for the Proposal Coordinator organisation e Supervisor e Contact Note For more information about roles in the system see section Roles Proposal Coordinator Partner Contact Person further in this document EC Proposal Submission Service User s Guide 02 06 2014 Page 79 of 85 GLOSSARY Applicant Generic term for any person organisation that prepares and or submits a proposal Two types of applicants can be discriminated e The proposal coordinator e The partner The Proposal Coordinator role is allowed to register and to submit the proposal while the Partner role is only involved in the preparation of the proposal Synonyms Partner Beneficiary A beneficiary or beneficiary of the Eur
96. s as long as the call has not been closed After call closure the submission is prohibited and proposals are locked Eligible proposals are thereafter made available to the evaluation system SEP IT System The Participant Portal Proposal Submission and Evaluation System Types of Action Horizon 2020 calls can have different types of action funding schemes The type of action specifies v the scope of what is funded v the reimbursement rate v specific evaluation criteria to qualify for funding See the H2020 Online Manual for more information EC Proposal Submission Service User s Guide 02 06 2014 Page 85 of 85
97. s registration b Register your organisation Please note that you need to have a valid ECAS account to start registering your organisation or update its data Login in the Portal or create your account if you are a new user Please keep the legal data of your organisation at hand You may check the information that will be necessary for the registration in the user manual To start registration click on the button below You can quit the registration process at any time the data entered can be saved as a draft and you may continue your registration at a later time Save the already entered data by clicking on the Save draft button at the bottom of the registration tool before you quit it After providing all the necessary details click on the Confirm button to submit your registration You will receive a PIC number that should be used in any interactions with the Commission in the future If you did not finalise the registration you can continue it later on My Organisations of the My Area section Incomplete draft registrations are automatically deleted after one year You can modify your organisation data also on the My Organisations page of the My Area section Once your data has been validated by the Validation Service team only the Lega Entity Appointed Representative LEAR or the persons with an Account Administrative role for this organisation will be able to request the modification of the data and provide the corresponding
98. sal that his her organisation is responsible for e Calls with Specific Contact Roles Most calls use the standard Main contact and Contact person roles for the Proposal Coordinator organisation However some calls e g ERC 2014 and H2020 MSCA IF 2014 may require more specific roles such as Principal Investigator Main Host Institution Contact Researcher Supervisor Applicant and so on Calls of this type are pre configured accordingly so that the proposal submission forms for them contain special sections to address the specific roles and the respective data as needed Likewise the Proposal Submission Wizard for these calls will display the respective role options as configured for each call For more information about calls with special roles see Appendix C Calls with Specific Contact Roles at the end of this document Changing Main Contact Information Only one Main Contact is allowed for each organisation However sometimes for business reasons you might need to change the Main Contact person details after the initial Main Contact assignment For example you can edit the Main Contact details of the existing person or you can assign an existing Contact Person as the Main Contact replacing the original one or you can first delete the Main Contact and then add a new one etc When the information about the existing Main Contact changes or when you delete it the system will display a confirmation prompt warning you that you would lose
99. sed versions overwriting each preceding one right up until the deadline Download Submitted Proposal Package After you submit the proposal it is advised to download it in order to check that it has been correctly sent The downloaded proposal will be digitally signed by the Commission s servers and time stamped Depending on the system load this action may take some time before it is accessible Click the a button to download the proposal Note Sometimes after you download the submitted proposal you may see the following message the signature is not guilty this means that the signature is not valid Please consult the Troubleshooting Document Signature section further in this document for more details Withdraw Submitted Proposal lf the proposal is withdrawn it will not be considered for evaluation However the system will keep the proposal draft and the withdraw action may be reversed by re submitting the proposal before the deadline The system will request a reason for the withdrawal When a proposal is withdrawn a message is displayed on the screen as shown in the visual example below The system also sends a submission confirmation e mail to the Proposal Coordinator containing the details of the withdrawn proposal Note that the e mail could end up in the spam folder or get blocked by the anti spam system of your organisations so make sure that you check for it as needed withdraw proposal To complete this acti
100. ser Guide EC Proposal Submission Service User s Guide 02 06 2014 Page 39 of 85 2 Select the file to upload from the File Upload window If your file has blank spaces in its name the system will upload it filing the blank spaces with _ e D i pr gt Libraries gt Documents gt My Documents gt Documents v rr Search Documents S l Organize v New folder Wr Favorites Documents library E Desktop Documents pi Downloads Recent Places Arrange by Folder Name Date modified Type SU Technical_Annex_Section_1 3 pdf 25 02 2014 12 53 Adobe Acrobat D cy Libraries Documents Gm Git Local Documents no backup a Music E My Documents Pictures E Videos jE Computer mi File name Technical_Annex_Section_1 3 pdf EC Proposal Submission Service User s Guide 02 06 2014 Page 40 of 85 3 Click Open A confirmation message will appear The following file has been successfully uploaded Technical_Annex_Section_1 3 pdf 38 1kB Note If the file uploaded is not in a valid PDF format the system will show an error message instead of a confirmation EC Proposal Submission Service User s Guide 02 06 2014 Page 41 of 85 4 Click Close The uploaded file will be shown in the list and a green check mark will appear next to it as shown in the visual example below FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL Ste p 5 Edit Proposals Forms Edit Propos
101. stration you will be returned to the Home page of the Participant Portal Contact Privacy Statement English en ees EUROPEAN COMMISSION AUTHENTICATIO cas 3 Click this link to retrieve Click this link to start a European new registration Commission EUROPA gt Authentication Service gt Login EATUS LNew password SignUp _ External your lost password CAS im SF Fe 6 SUMED LS MENT LEP EUI UA GOGLE by COLLET vy Is the selecte ENTE IEEE 7 DSR LE MOLL Sn CEE SILT SS 5 Username or e mail address Password gt More options Lost your password Required fields Participants Portal requires you to authenticate Or log in with your EA Token Last update 07 01 2014 3 6 2 1 hum 15 ms a Top EC Proposal Submission Service User s Guide 02 06 2014 Page 55 of 85 Participant Portal The ECAS Login Domain Selection Screen After you log in the Home page will show you your personalised MY AREA tab where you can access your Organisations Proposals Projects Notifications and Experts Contact Privacy Statement English en l EUROPEAN COMMISSION AUTHENTICATION SERVICE ECAS Commission European Commission here Are You Where are you from Welcome to the European Commission Authentcation Service ECAS Choose the institution or body for which you want to log in Choose External if you don t work for a European
102. submitted proposals depending on the proposal status and the deadline of the relevant call To start preparing a new proposal go to Funding Opportunities to the page of the call or topic that you want to apply for and enter the electronic submission system LEGEND Edit Draft vo View orate B view Submitted gB Delete Proposal Show 10 ernuies H2020 SEP 2101424 SA EUJ 2014 22 H2020 SEP 2101425 ASD EUJ 2014 43 EC Proposal Submission Service User s Guide 02 06 2014 Page 64 of 85 APPENDIX A COMPATIBILITY amp TROUBLESHOOTING YOUR SYSTEM CONFIGURATION Compatibility The electronic submission system of the European Commission is a web application so you will need a working Internet connection to use it Although the system has been tested with a set of typical reference configurations It is not guaranteed that the system will be fully functional on your computer The system provides a diagnostic window that will warn you about some possible incompatibilities To use the electronic submission system ensure that your computer configuration complies with the following mandatory system requirements Component Mandatory requirements Adobe Reader Version X or above all previous reader installations must be removed prior to installing the latest version Internet connection ADSL Line 512 Kbps or faster Memory RAM 512 Kbytes of more Screen resolution Minimum 1024 x 768 of higher JavaScript JavaScrip
103. t finalise it your organisation has not received a PIC number yet you will not be able to see it above in the section My Organisations Please continue its registration by clicking on the button that leads you to the registration tool You may check the information that will be necessary for the registration in the user manual RESEARCH ON EUROPA CORDIS OLAF 2 European Communities EC Proposal Submission Service User s Guide 02 06 2014 Page 63 of 85 Participant Portal The MY PROPOSALS Page After Login After you log in you will be able to use your personalised MY AREA tab where you can access your Proposals drafts or submitted ones The visual example below shows a proposal list with two draft proposals A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt My Proposals ime HOME FUNDING OPPORTUNITIES HOWTO PARTICIPATE EXPERTS SUPPORT Pg WAN ERAN i My Organisation s My Proposal s My Proposals H2020 ONLINE MANUAL My Project s My Notification s My Expert Area proposals you have initiated or submitted as a Coordinator Principal Investigator or This page provides a list of all proposals relating to you as a participant as follows proposals you have contributed to as a project participant You can view edit or download your draft or
104. t must be enabled Cookies Cookies must be enabled Pop up blocker No effect Valid user ID with the Commission ECAS account The following table shows the operating systems and browsers actively supported by the system as well as the Adobe Reader version required for each configuration Internet browser Adobe Pro or Acrobat Reader Internet Explorer 8 amp 9 Operating system Firefox 3 6 or above Google Chrome 10 or above Version XI or above Opera 10 6 amp 11 Safari 5 Internet Explorer 8 amp 9 Windows Vista amp 7 Firefox 3 6 or above Version XI or above Chrome 10 or above Note The system is best viewed with Mozilla Firefox 3 and above Note The use of mobile devices for online submission of research proposals is not supported EC Proposal Submission Service User s Guide 02 06 2014 Page 65 of 85 Troubleshooting Your System Configuration The primary compatibility issue concerns the seamless viewing and editing of the pdf forms inside your browser window once you click on edit forms Your browser will either display the forms inside its window or it will download them in your download folder after downloading them you will be able to open them in Acrobat Reader X or XI and complete them Whether you work on the form inside your browser window or with Acrobat Reader after downloading them the end result is the same In either case as described in User Action 4 above once you click on
105. ters in the calls list Your National Contact Point can also help you find the most suitable call for your profile SMEs are in addition supported by the Enterprise Europe Network Step 2 Find project partners or apply as an individual H2020 ONLINE MANUAL Collaborative projects most of the EU funded projects are collaborative projects with at least 3 organisations from different EU Member States or Associated countries Various partner search services help you to find organisations that would like to participate in the proposals You can also post your collaboration offers there Individual researcher or team It is also possible to submit your proposal as an individual researcher team or organisation Such opportunities are mainly funded under the H2020 European Research Council ERC grants and the Marie Sk odowska Curie actions MSCA and individual SMEs can apply to the H2020 SME instrument Step 3 Create an account on the portal H2020 ONLINE MANUAL To fill in the required forms and submit them electronically to the Commission you first need to create an account on the EC Proposal Submission Service User s Guide 02 06 2014 Page 57 of 85 Participant Portal The BENEFICIARY REGISTER Page After Login The Beneficiary Register page is opened from the HOW TO PARTICIPATE page It enables you to e Search through the registered organisations database and identify if your desired Partners organisations are already
106. that the proposal submission forms for them contain special sections to address the specific roles and the respective data as needed Likewise the Proposal Submission Wizard for these calls will display the respective role options as configured for each call The following visual example shows the Step 3 screen for the H2020 MSCA IF 2014 call LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL SUBMIT Step 3 Create a Draft Proposal Create a Draft Proposal Please enter the following information to create a draft proposal Please note that fields marked with a H2020 MSCA IF 2014 star are mandatory Your organisation Pce Short name Organisations you have been previously associated with Click to select days left until closure PIC 949758914 PIC 949635433 Tohoku University 112 Sciant Research 2 1 1 Katshira 23 Vienns Sendsi JP Brussels BE Configuration OK js You re using Chrome 27 on Search for your organisation PIC Windows Adobe Reader version 11 0 5 0 is installed Your Role For more information please consult the User Guide Please indicate your role in this proposal Researcher Supervisor Contset Your Proposal Please choose an acronym for your proposal It will appear also in the General Information section of the submission form Part A and can also be updated there epee ee Please restrict acronym to latin characters Acronym only Short Summa
107. the Chrome PDF Viewer as the default application to open PDF files In order for the system to open up the PDF eForms within the browser you must disable Chrome PDF viewer e On your browser type chrome plugins o the Plug ins page will be displayed e Disable Chrome PDF Viewer e Enable Adobe Acrobat plug in Older Google Chrome version plugins page i Plug ins gt C ff QOchrome plugins For quick access place your bookmarks here on the bookmarks bar Import bookmarks now Plug ins Plug ins f Flash 2 files Version 11 0 1 152 Shockwave Flash 11 0 ri Disable Java 2 files Version 6 0 290 11 NPRuntine Script Plug in Library for JavaiT hh Deploy Disable Adobe Acrobat Version 9 4 5 236 Adobe POF Plug in For Firefox and Netscape 4 4 5 Disable Remoting Viewer Disable Native Client Disable Chrome PDF Viewer Disabled Enable Default Plug in Version 1 Provides functionality for installing third party plug ins Disable EC Proposal Submission Service User s Guide 02 06 2014 Details Page 69 of 85 Latest Google Chrome version plugins page Plug ins x Y a My Proposals hFx amp O chrome plugins Plug ins 15 Adobe Flash Player 2 files Version 11 7 700 203 Shockwave Flash 11 7 r700 Disable E Always allowed Windows Media Player Version 1 0 0 8 np mswmp Disable E Always allowed Chrome Remote Desktop Viewer This plugin allows you t
108. the concept and the initial design until the dissemination of results If there are ethics issues associated with or raised by a project the applicants must describe how these will be dealt with in Annex to Grant Agreement Finale tae For the GPFs to be finalised and correctly sent to the Commission REA three forms have to be signed manually One Form A2 5 Our Commitment per beneficiary has to be signed by the authorised representatives of the coordinator and each participant Form A2 6 Data Protection and Coordination Role has to be signed by the coordinator s authorised representative Form A4 Bank Account must bear the bank stamp and the signature of the bank representative if the account is not already validated by the Commission REA which will be checked by the Project Officers as well as the account holder s signature with date The finalised GPFs are submitted to the Project Officer in one unbound copy on white paper with Original signatures Host Organisation The target organization of a Marie Currie MC proposal an institution where the work described in the EC Proposal Submission Service User s Guide 02 06 2014 Page 81 of 85 proposal will take place and the organization that will be receiving funding associated with the proposal Also see Fellow Indirect cost method It is the method for determining indirect costs the so called ICM Please note that the choice of an ICM ICM for a legal entity
109. the files to upload with a password 7 Post upload verification Once you upload your files check their quality download them to check whether the file transfer was successful and if the file is complete If not make the necessary corrections and upload again Note If the Commission encounters a problem when opening or printing the file the complete proposal will be considered ineligible EC Proposal Submission Service User s Guide 02 06 2014 Page 38 of 85 Once the downloaded templates have been completed and are ready to upload 1 Click the button for the respective document in Step 5 of the Submission Wizard LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL Step 9 Edit Proposals Forms Edit Proposal In this step you can edit the administrative forms and upload the proposal itself 8 Es WARNING This proposal contains changes that have not yet been submitted Administrative Forms Edit will open the forms in Adobe Reader e April 2014 17 00 00 10 Brussels Local Time Part B and Annexes g days left until closure In this section you may upload the technical annex of the proposal in PDF format only and any other requested attachments s Acronym ID PIC Contact Acronym SA 13 Technical Annex Section Configuration OK 45 M You re using Firefox 17 on ae x Windows Adobe Reader oe en ee version 11 0 5 3 is Supporting Document s installed For more information please consult the U
110. ticipating Legal Entity is a legal entity that has registered or has a registration application pending to participate in current or future proposals for research projects A Participant must be validated corporate as a legal entity uniquely identified within the Participant database by its Participant Identification Code PIC Participant registration is made through the Beneficiary Register on the Participant Portal and subject to a rigorous validation process that may last several weeks Ideally a LEAR is identified to be responsible for provision and maintenance of the Participant s legal and financial data However until a LEAR is identified and validated this data may be maintained by the person who initially registered the organisation Also named Proposal Project Participant A participant is a legal entity taking part in an indirect action i e a specific FP7 project undertaken by one or more participants and having the rights and obligations defined by the EC Proposal Submission Service User s Guide 02 06 2014 Page 82 of 85 Grant Agreement entered into with the European Commission on behalf of the European Union from the Guide to Intellectual Property Rules for FP7 projects v 3 Individuals and legal entities such as companies consortia universities university departments etc are allowed to submit proposals requesting financial support The Partner assists the Proposal Coordinator in preparing t
111. tion Table Of Contents Validate Form Save And Close Proposal ID SEP 210137892 Acronym Creativel Validation result cin Directorate General for Research and Innovation Anemie eea e CA Proposal ID SEP 210137892 Acronym Creativel Declarations 1 The coordinator declares to have the explicit consent of all applicants on their participation and on the content of 2 The information contained in this proposal is correct and complete 3 This proposal complies with ethical principles including the highest standards of research integrity as set out for instance in the European Code of Conduct for Research Integrity and including in particular avoiding fabrication falsification plagiarism or other research misconduct Eo Directorate General for Research and Innovation pnekadeeres Giants ee ier eran Validation result There are no validation errors When all issues are fixed click the Save And close button Your form has now been saved on the Commission servers but it is not yet considered as submitted Your proposal submission takes place next EC Proposal Submission Service User s Guide 02 06 2014 Page 33 of 85 4 4 PART B DOWNLOADING AND COMPLETING THE ANNEX FORMS Click on to download the latest proposal requirements template in a readily editable RTF file LOGIN FUNDING SCHEME CREATE DRAFT PARTIES EDIT PROPOSAL Step 5 Edit Proposals Forms Edit Proposal In thts step you can edit the admi
112. tml These are the respective displays on the bottom left side of your wizard window for Firefox Chrome Opera and Safari Configuration unconfirmed Configuration unconfirmed D Configuration unconfirmed D y You re using Firefox 27 on F You re using Chrome 3 on Mac Adobe Reader You re using Chrome 33 on _ ena r 11 0 6 0 is installed but S Mac Adobe Feader ls not A Mac Adobe Reader is not Configuration OK your browser is not installed or not enabled installed or not enabled configured properly another n iti Under these conditions all mm ye snap astra rp eared apie ye Under these conditions all You re using Safari 7 on display PDFs Under these PDF forms will have to be PDF Te will have to be A Mac Adobe Reader conditions all PDF forms will downloaded on your b a a version 11 0 6 0 is have to be downloaded on computer in order to be computer in order to be installed iii your computer in order to be edited edited edited e a ea ae For more information please For more information please For more information please a Gad consult the User Guide consult the User Guide consult the User Guide The PDF viewer browser plug ins for Firefox Chrome and Opera will not work because the form format is not supported by the plug ins and it will not display These browsers will automatically download the form to your download folder and you will be able to complete it offline Troubleshoot
113. until the errors below are corrected Part A Form Part B and annexes e Mandatory Technical Annex Section 1 3 is missing e Mandatory Technical Annex Section 4 5 is missing The following warnings will not block submission of your proposal but may affect its eligibility during evaluation Eligibility warnings e Call requires at least 3 participant s from different EU member states or associated countries currently you have 2 Part A Form Declaration view warnings 5 Ethics view warnings 1 General Information view warnings 2 Participants and contacts view warnings 18 EC Proposal Submission Service User s Guide 02 06 2014 Page 43 of 85 You can click on the errors and warnings to view their detail as indicated below Your proposal cannot be submitted until the errors below are corrected Part A Form A Declaration Part B and annexes e Mandatory Technical Annex Section 1 3 is missing e Mandatory Technical Annex Section 4 5 is missing The following warnings will not block submission of your proposal but may affect its eligibility during evaluation Eligibility warnings e Call requires at least 3 participant s from different EU member states or associated countries currently you have 2 Part A Form view warnings 5 Declaration acceptance missing Declaration acceptance missing Declaration REE TAIE 5 jz Deciaration acceptance missing Declaration acceptance missing
114. use the e mail provided for that contact to send them an invitation and grant ECAS access 10 You will see the second contact appear in the Partner section EF Y Parner e TEST test test Main contact TEST TEST TEST TEST DE PIC 947464086 Repeat the same steps for the remaining Partner organisations EC Proposal Submission Service User s Guide 02 06 2014 Page 23 of 85 You can perform the following actions for an existing partner company using the buttons described below Fy contact J DALIG seen absiboamimttx pt 4 5 6X7 1 E3 Delete participant Click this button to delete any participant except the coordinator 2 Partner information Click this button to see more information about the partner company 3 Add contact Click this button to add a new contact to an existing partner company 4 Resend invite to collaborate Click this button to re send the invitation to collaborate in the proposal 9 2 Edit existing contact Click this button to edit an existing contact by clicking the pencil icon 5 6 xd Delete existing contact Click this button to delete an existing contact 7 Contact information Click this button to see more information about the company contact The name field will expand to show the email address and phone number of the contact Once you have completed this task click on and then click on 4 a to go to user action step You re using Firefox 17
115. ved having priority Always re check the content for correctness prior to submission Data which is pre populated in the administrative forms from the Beneficiary Registry is read only and cannot be changed If you consider that a change is necessary then please follow the existing procedure to request an update via Participant Portal The forms will open in Adobe Acrobat the configuration panel on the lower left of the screen indicates your system s readiness for this If you have a browser OS combination which offers an Adobe Acrobat browser plug in then the forms will open within this browser session If your browser OS does not support a plug in then the forms will open in a separate Adobe Acrobat window Please click the help page in the Configuration widget on the left for more information and help Extra guidance can be found inside the form as ghost text in the data fields guidance text when you position the mouse on the data item and expandable help text denoted by a 7 box EC Proposal Submission Service User s Guide 02 06 2014 Page 28 of 85 Click LAGLE to open the form for editing Please see the Compatibility and Troubleshooting section at the end of this document for in depth information on your browser displaying the form in the open browser window or downloading it in your downloads file If it is downloaded you can work on the downloaded file offline THE DOWNLOADED FORM HAS A TIME STAMP FROM THE COMMISSI
116. view proposals for these organisations view roles and view projects A Z Sitemap About this site Contact Legal Notice English v RESEARCH amp INNOVATION Commission Participant Portal European Commission gt Research amp Innovation gt Participant Portal gt My Organisations Malis HOME a My Organisation s FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS My Organisations H2020 ONLINE MANUAL My Proposal s My Project s My Notification s My Expert Area To access and manage your organisation data online you must have registered the data initially or been nominated as a Legal Entity Appointed Representative LEAR or an Account Administrator appointed by the LEAR As a Financial Statement Authorised Signatory FSIGN you can have a view of your organisation data LEARs and Account Administrators can view all the roles of their organisation nominate and revoke roles as well as access the list of projects and proposals My Registered Organisations View Modify View ee View wee View LEGEND vo Organisations mo Organisations Proposals Roles ne Projects Show 10 entries NAME Sciant Associates Ltd 949682381 BG0123456 Showing 1 to 1 of 1 entries Do you want to continue the registration of your organisation to receive a PIC If you started the registration of your organisation in the Commission register some time ago but did no
117. x 297 mm 4 Use the zooming buttons to zoom the form in or out Alternatively you can specify the percentage ratio in the drop down list either select a pre defined percentage from the drop down list i e 150 or type in the desired number directly in the field You can also move the mouse cursor to the top of the form and move the form into place as needed EC Proposal Submission Service User s Guide 02 06 2014 Page 30 of 85 What You Need to Know about Completing the Form Who Can Fill In the Form The Main Contact or the top level role for calls with specific contact roles see Appendix C at the end of this document is the only person that can complete the form including the budget table and all other administrative details Partners can preview the form and edit their contact detail information Click the ASL button to access the forms Read only Fields The list of participants and contact persons the Participant Identification Code PIC and the respective summary data of the participants shown in blue in the form are read only fields To modify the list of participants or contact persons please go back to Step 4 To modify the legal data of the organisation please read more about it in this Data Update section Guidance in the Form If you click on the question marks in blue you can read more information about the question or section Each box of the form contains a short text guiding you on the form

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