Submitting a proposal SME instrument specific
Contents
1. s accounts are needed o Accounts areclosedonadate _ o Staff headcount is one employee but as a fraction annual work units part time persons are not counted as o Turnover of the year in euro o Balance sheet total of the year in euro Next the corporate structure is asked o The ownership Add Shareholder o The participation in other companies Add Participations This is not the shares owned by a company as financial investment o The relation between the SME and other organisations contracts and memorandum of understanding Finally clicking the check boxes good faith willingness to submit the evidence to the commission services and the right for the Commission to claim the funding back in case of wrongdoing will update the SME status Detour by the LEAR legal entity appointed representative In some instance a LEAR a legal entity authorised representative is appointed serving as single point of contact between the commission and you company for research funding Should this be the case this person the LEAR is the only one able to modify the accounting information balance sheet total headcount shareholders and participations held Identifying this person well in advance of the deadline is a good practice If the LEAR is not known the service desk will not disclose the name to you unless the information provided will confirm that you are working for the same organisation The person2. The PIC number you have chosen does not fulfil the SME criterion either because the SME status was not defined in the Beneficiary Register and as a result your entity is not considered an SME case or a previous validation result showed that your entity is not an SME case 2 or the previous validation was done more than 2 years ago case3 Case 1 Please go to the Participant Portal s Beneficiary Register page to update the data by filling in the SME Questionnaire Access to this data is given to the person who registered the entity as self registrant and or to the Legal Entity Appointed Representative LEAR of the entity Case 2 f your entity was validated as non SME but now you consider that it is an SME please ask the Legal Entity Appointed Representative LEAR of the entity to fill in the SME Questionnaire in the Beneficiary Register Case 3 If your entity was validated as an SME more than 2 years ago please ask the Legal Entity Appointed Representative LEAR of the entity to fill in the SME Questionnaire in the Beneficiary Register Read further guidance about the registration and data update or contact the IT Helpdesk from the Participant Portal The submission process is blocked until some action is taken by the person that made the input in the commission system Anticipate do not wait until the last moment as the journey to final submission can take a few days if assistance Is requested from the serv
3. Public Body Is it a NGO Legal Name Business Name Official Language Establishment Registration Country Legal Form VAT number Business Registration Number Registration Date Registration Authority NACE code Choose your Framework Progra ail 08 05 2014 974800434 bia Yes No am a Natural Person A Yes No Ores No Yes No A Test organisation Aa test organisation ma Dutch x A Belgium x SOCIETE PRIVEE A 7 77 7 x Yes No ie BIEXXXXXXXXXXKXXKXXKKXKKXK A 01 01 2008 O Bee OO Legal accounting auditing conga Selecting the Framework programme Research and Innovation brings up additional tabs LEAR LEGAL STATUS FP7ICM CERTIFICATION DATA BALANCE SHEET and IBBA As the objective is to be recognised as an SME the tab Eanes DATA must be selected Welcome hubert VAN DELFT you can edit Test organisation 974800434 Messages Documents Organisation LegalAddress Contact Person LEAR Legal Status Enterprise Data _FP7ICM Certification Data Balance Sheet IBBA Enterprise Data Select year 2010 Please enter your organisation s enterprise data based on the legal documents of the organisation More information can be found at SME page of the Participant Portal and in the SME definition page date 30 06 2009 150000 Perform a new self assessment Resume Draft Perform self assessment or Declare not SME Research and i
4. in charge of the EC European Commission funding requests is usually the LEAR Note that for H2020 documents have to be submitted to the commission to confirm the LEAR appointment Back to the submission system preparation The submission system can now be started your company is recognised as an SME A proposal is made of the part A the administrative form and the part B the proposal text Filling part A The administrative part is very easy to fill as most data is copied from the central European Commission register The budget is pre filled with the maximum grant possible for phase one proposals For phase two proposals grants are based on the eligible costs incurred the grants are a percentage of the eligible costs You need to indicate in the last budget column the grant requested Refer to the submission user guide for filling the part A Once the proposal is created it can be retrieved from the portal https ec europa eu research participants portal desktop en proposals index html LEGEND Edit Draft Siem View Draft View Submitted DE Delete Proposal Follow up Show 410 entries EXCEL Search FUNDING PROPOSAL REMAININ PROGRAM CALL SCHEME ID ACRONYM STATUS G TIME ACTIONS H2020 H2020 SEP 2101291 TEST 17 12 2 Submitted DS 2014 1 93 013 H2020 ERC 2014 ST SEP 2101607 THISISATEST Draft O G 62 H2020 H2020 SEP 2101616 TEsthome Draft o MSCA ITN 20 10 14 H2020 H2020 SEP 2101712 TEST Draft LCE 2014 3 22 H20
5. ticket ST 143711 Lxgc2dhP8P8Jowaov9rbtzTegqS4P1GyfcmjkjLfSR6arJbtW5jPkqqyv9Lb8c6ZEgj11uU4x5fFirV1ib 7kdIJEK PHsIUMVSXYCihg1e4gdzoB Y6nclzs7gNTmMV2K8PojMxljnbzXVF6wSOjpou7ajYKRm If you want to read the user manual of the submission system http ec europa eu research participants data support sep usermanual pdf nameddest editforms 43
6. 20 H2020 SEP 2101712 TEST Draft oO LCE 2014 3 23 SEP 2101715 974800434 Draft 64 RFCS NCP_RFCS SEP 2100055 HVDTEST Submitted 20 Showing 1 to 7 of 7 entries PREVIOUS 1 NEYT Part B templates Part B templates for the phase 1 Warning better download these from the submission system SME instrument Draft proposal temple SME instrument Draft proposal temple Part B templates for the phase 2 Warning better download these from the submission system SME instrument Draft proposal temple w Hie SME instrument proposal template P Completing the part B Uploading the part B 10 Proposal submission Pressing the submit button Press on the submit button when you are sure that the proposal is complete and correct Contrary to the information present in the user guide this call has a specific behaviour you can only submit once you cannot revisit a submitted proposal Confirm submission x For this call proposals may only be submitted once after which they are passed directly to evaluation You will not be able to edit the proposal and should therefore be sure that the proposal is finalised before submitting Are you sure you want to submit this proposal now Cancel Yes submit this proposal for evaluation Work around delete the proposal accidentally submitted and start a new one ai bl Checklist Do you have an account w
7. HC 12 2014 Clinical research for the validation of biomarkers and or diagnostic medical devices e BIOTEC 5a 2014 SME boosting biotechnology based industrial processes driving competitiveness and sustainability On the page click on Submission Service and Start Submission to start the procedure Topic Description Topic Conditions amp Documents pyre een aay i Detours This call is very specific only SME can apply and the SME status needs to be acquired prior to submission This document assumes that the submission system is accessed first and this is the fastest approach in most cases In order to submit you need An account with the Commission refer to the submission user guide Accessing the portal selecting the topic applicable for your account amp proposal Possibly the blocking message oe YP The update or creation of the PIC Participant Identification Code the participant identification code to enter the basic parameters to be qualified as SME a The legal name and address and basic details b The additional SME information linked to the H2020 research programme c The SME wizard which will allow you to check whether the corporate structure shareholder and participations implies that your company is independent d The existence of a LEAR Legal Entity Appointed Representative a person that has the right to update the information of the company if the company previously came in
8. Submitting a proposal SME instrument specific Commercialisation support measures toward commercialising Demonstration SMEs innovative activities products developing testing prototyping piloting innovative processes products and services Technical and market feasibility assessment of technical feasibility and market potential of new ideas ag on Basic information on the SME instrument is available from the Commission on the website of the Executive Agency for Small and Medium Sized Companies http ec europa eu easme s me Depending on the phase the funding varies from 50 000 per project for phase 1 between 500 000 2 5 million for phase 2 covering in general 70 of the eligible costs and for phase 3 commercialisation coaching and networking can be provided The call for proposals consisting of a number of topics in H2020 jargon can be found ona dedicated website the participant portal Locate the Links section of the page and select the option Visit the SME instrument call topic page on the participant portal Clicking on call identifier gives you background and general information clicking on call title points to exactly the same page The same information is repeated for each topic so selecting the various topics is the way to go The document assumes that the various eligibility conditions are known Rushing in getting to the proposal su
9. bmission in a few clicks One of the key pages of the site is the call summary page This page is the key entry in the system as it gives just what is needed the list of open calls Click on the following to access it http ec europa eu research participants portal desktop en opportunities h2020 master calls ht And the result will look like this the H2020 calls H2020 Calls 1 H2020 WATER 2014 2015 1 H2020 WATER 2014 one stage 2 H2020 WATER 2014 two0o stage 3 H2020 WATER 2015 one stage 4 H2020 WATER 2015 two stage The complete list of calls does not describe the actual research area in most 2 H2020 MSCA NIGHT 2014 cases a H2020 5PIRE 2014 2015 1 H2020 SPIRE 2015 2 H2020 SPIRE 2014 Water this is an environment call related to water MSCA this a Marie Curie action the 4 H2020 SMEInst 2014 2015 1 H2020 SMEINST 1 2014 organisation of the researchers night 9 H2020 SMEINST 1 2015 Spire stands for sustainable process 3 H2020 SMEINST 2 2015 industries 4 H2020 SMEINST 2 2014 SME small and medium enterprises call 3 ERC 2014 CoG 6 H2020 BG6 2014 2015 1 H2020 BG 2014 1 2 H2020 BG 2015 1 3 H2020 BG 2014 2 4 H2020 BG 2015 2 As of 8 May 2014 the SME instruments are listed below clickable links allowing direct access 1 H2020 SMEInst 2014 2015 H2020 SMEINST 1 2014 H2020 SMEINST 1 2015 H2020 SMEINST 2 2015 H2020 SMEINST 2 2014 2 LY PF Phase 1 2014 Links to
10. contact with the European Commission services If such a person is appointed it is the only user that can update the company details 5 The proposal preparation stage a Filling the administrative forms PART A b Filling the proposal text PART B a PDF document for which the template is provided in this document 6 The submission phase Warning once the proposal is submitted it cannot be changed any longer However you have the possibility to delete the proposal and create a new one The red box message In all likelihood if your company came into contact with the Commission services the big red box message will appear Nothing is wrong on your side it just denotes that the Commission cannot verify that your company is an SME The information on the Commission side is either incomplete or obsolete and it should be brought up to date Make sure you have the PIC or participant identification code available as going to the beneficiary register means retyping it Errors The information you have entered is incomplete or invalid Please review the following error messages SME eligibility warning This call has specific eligibility criteria each entity including the coordinating entity single applicant must be a small and medium sized enterprise SME according to the Beneficiary Register of the European Commission lf your entity does not fulfil this criterion you will not be able to proceed with the proposal submission
11. f a research proposal The links are presented in a sequential fashion from the research area to the essential documentation and to the submission system Work programme Link to the work programme WP sections The work programme information is copied in section on the participant portal The work programme is defined for two years 2014 2015 http ec europa eu programmes horizon2020 h2020 sections Participant portal main page Link to the participant portal PP home page The portal regroups the needed information in one place It is also the starting point once a project is retained for funding for project negotiation and the submission of periodic reports https ec europa eu research participants portal desktop en home html Your account with the Commission Link to the authentication system of the European Commission ECAS httos webgate ec europa eu cas Link to the account details page for the authentication system of the European Commission ECAS This is needed in order to get effective support https webgate ec europa eu cas userdata ShowDetails cgi If you want to test the system Link to a test call available to users https ec europa eu research participants submission manage secure createdraft SepSubExt SESS ION ID DqnjTycdykWdjth9BptL2QfW 7SdvrGQF8GnCgKTy82KNQdf0yyG2 1790618721 preregvalue Space SME 2014 1 amp preregtype Topic amp callld H2020 SMEINST 1 2014 amp submissionSession d 43 78 amp step 2 amp
12. ice desk Detour by the unique registration facility European Commission gt Research amp Innovation Participant Portal gt My Organisations Going back to the portal if ry ry al gt Chae HOME FUNDING OPPORTUNITIES HOW TO PARTICIPATE EXPERTS logged In clicking on my i py Ca ec organisation s will bring the My Proposal s My Organisations organisations you are allowed My Project s to view edit or organise My Notification s My Expert Area allocate roles to users To access and manage your organisati seresiesbted se lanal Ceti Ament The option MO for modify seems the best option As seen below the test organisation is SLEEPING It has been created but not kept up to date and most of the information is not provided As the call is opened only to organisations that are recognised by the commission system as an SME additional data need to be input Show 40 entries Search NAME PIC 5 WAT mi STATUS i z Hubert wan DELFT sprl 974800454 0255988447 SLEEPING vO Showing 1 to 1 of 1 entries If the window above is empty it means that someone else made the input in the system or that you have multiple accounts with the Commission If you cannot modify the information of your company contact the service desk for support Upon clicking on MO modify the basic information is shown Notice the box choose your framework programme at the bo
13. ith the Commission user identification and password ECAS ID Did your company come in contact with the Commission in the past and has a LEAR legal entity appointed representative been appointed If yes identify the person as soon as possible Do you have the last balance sheet and profit and loss statements of your company at hand Note that the amounts must be declared in euro Convert balance sheet total and profit and loss in euro Do you have the corporate structure of your company at hand i e who are the shareholders owners of the company and their age of votes shares Do you have the corporate structure of your company at hand i e what are the participations of the company share held in other company in order to exercise control on the other company and the percentage checked all messages on the PART A form the message are on the last page of the form Have you prepared your proposal according to the templates these must be downloaded from the site as these may have changed The versions attached are for reference only Phase 2 WEMA K M ARNr requested grant Note that you cannot request more than 100 of the max grant column J Did you press the submit button before 18 June 2014 for the first cut off date Did you check that the proposal is submitted on the portal 6 Budget for phase 2 grant 342a Key links This section gives an overview of the key links to an effective submission o
14. nnovation 8 Piz EEE Enterprise data for year 2010 declared my organisation as SME 01 01 1901 There is no self assessment for this year Financial yearend Annual turnover in Annual balance sheet EUR lt 50M Based on the most recent self assessment you submitted Perform a totally new self assessment declare my organisation is not SME effective as of today T as Not SME SME Mambor af Autonomous in EUR lt 43M employees lt 250 358000 2 ca Detour by the SME self assessment Upon selecting lelelagveldanm meele li mal asciecesescaaca and clicking FAAAM Eaa another screen pops up the SME self assessment wizard The documentation can be obtained from http ec europa eu research participants data support manual urf sme wizard guidance pdf As the assessment is based on balance sheet information amounts in euro must be entered in the system As the conversion to euro is not automated it is time to dig out Excel or a pocket calculator the annual accounts or consolidated accounts balance sheet and profit and loss for the last period Key information to have at hand with standard answers SME are usually for profit organisation engaged in economic activities YES SME usually do not have to establish consolidated accounts NO However if a consolidation process is needed you need to pick up the amounts from the consolidated accounts YES Detailed information on the company
15. sustainability On the page click on Submission service and Start Submission to start the procedure Topic Description Topic Conditions amp Documents peewee o Phase 2 2014 Links to the submission service The direct link to the phase 2 opportunities is given below Another way to access the page is to search for SME and then select the call information https ec europa eu research participants portal desktop en opportunities h2020 calls h2020 smeinst 2 2014 html Topics and submission service e SC5 20 2014 Boosting the potential of small businesses for eco innovation and a sustainable supply of raw materials e Space SME 2014 2 SME Instrument e SFS 08 2014 Resource efficient eco innovative food production and processing e BG 12 2014 Supporting SMEs efforts for the development deployment and market replication of innovative solutions for blue growth aoe e ICT 37 2014 Open Disruptive Innovation Scheme implemented through the SME instrument e SIE 01 2014 Stimulating the innovation potential of SMEs for a low carbon energy system e IT 1 2014 Small business innovation research for Transport e NMP 25 2014 Accelerating the uptake of nanotechnologies advanced materials or advanced manufacturing and processing technologies by SMEs e DRS 17 2014 Critical infrastructure protection topic 7 SME instrument topic Protection of Urban soft targets and urban critical infrastructures e P
16. the submission service The direct link to the phase 1 opportunities is given below Another way to access the page is to search for SME and then select the call information https ec europa eu research participants portal desktop en opportunities h2020 calls h2020 smeinst 1 2014 html Topics and submission service e Space SME 2014 1 SME Instrument e ICT 37 2014 1 Open Disruptive Innovation Scheme implemented through the SME instrument e NMP 25 2014 1 Accelerating the uptake of nanotechnologies advanced materials or advanced manufacturing and processing technologies by SMEs e PHC 12 2014 1 Clinical research for the validation of biomarkers and or diagnostic medical devices e SFS 08 2014 1 Resource efficient eco innovative food production and processing e BG 12 2014 1 Supporting SMEs efforts for the development deployment and market replication of innovative solutions for blue growth e SIE 01 2014 1 Stimulating the innovation potential of SMEs for a low carbon energy system e T 1 2014 1 Small business innovation research for Transport e SC5 20 2014 1 Boosting the potential of small businesses for eco innovation and a sustainable supply of raw materials e DRS 17 2014 1 Critical infrastructure protection topic 7 SME instrument topic Protection of Urban soft targets and urban critical infrastructures e BIOTEC 5a 2014 1 SME boosting biotechnology based industrial processes driving competitiveness and
17. ttom left corner of the screen https ec europa eu research participants urf secure update do pic 974800434 amp source PP amp locale en p p p p p p Welcome hubert VAN DELFT you can edit 974800434 Messages Documents _ Organisation _Legal Address Contact Person i LEAR Organisation Data RE A Please enter the data for the PIC 974800434 organisation Is the organisation a Legal Person A Yes No am a Natural Person Is it a Non Profit Organisation on OYes No Is it a Public Body on Yes No Is it a NGO A Yes No Legal Name om Business Name om Official Language Select a language Establishment Registration Country om Enter your country Legal Form ial Please Select VAT number Yes No Business Registration Number Aa Registration Date om Registration Authority ri NACE code om Legal accounting auditing cond Choose your Framework Prograr Update your data Quit ee 6 Now the same screen with completed basic information Clicking on U 28 NE elu BNE will do what is expected The other tabs legal address and contact person are updated as well Welcome hubert VAN DELFT you can edit 974800434 Messages Documents Organisation Legal Address Contact Person LEAR Effective Date Organisation Data PIC Is the organisation a Legal Person Please enter the data for the organisation Is it a Non Profit Organisation Is it a
Download Pdf Manuals
Related Search