Research and Innovation Participant Portal - cuni.cz · 2012. 9. 13. · 2 Electronic proposal submission The electronic proposal service of each call is accessible via the ' FP7

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eFP7 Communication Office

August 2012

Research and Innovation

Participant Portal

Submission of proposals

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Electronic proposal submission

� The electronic proposal service of each call is accessible via the 'FP7 Calls' page.

� The service is available once the call has been launched and remains open until the call's deadline.

� You can save a draft proposal and submit it later.

� Most calls from July 2012 will be using the new electronic proposal service.

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How to access the electronic proposal submission service?

Step 1: To start creating a new proposal, click on the 'FP7 Calls' taband select the call that you would like to apply for:

a) check the latest opportunities under 'View new calls' link, or

b) select a call via the specific programme's tab, or

c) use the 'Search Calls' sub-tab to find your topic.

The electronic proposal submission service is available via the 'FP7 Calls' page.

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You may view the list of all open calls for proposals, sorted by publication date.

a) Check the latest opportunities under 'View new calls' link

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Calls for proposals are listed per specific programme.

Programme-specific calls for proposals are grouped per research theme.

Select a call via the specific programme's tabb)

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You may also search for calls for proposals

using your own search criteria.

Use the 'Search Calls' sub-tab to find your callc)

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FP7-CALL IDENTIFIER-2013

Identifier: FP7-CALL IDENTIFIER-2013

Step 2: Select the call and then scroll down to see the Electronic Proposal Submission subtitle.

Step 2:

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The user guide of the service gives you an overview of the steps to follow.

Step 3:

Step 3: Select the activity topic, objective or funding scheme and then click on 'Go'

to access the electronic submission service.

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� The new electronic proposal submission system is integrated in the Participant Portal.

After login on the Participant Portal

� the service becomes available linked to a given call;

� draft and submitted proposals are accessible under the 'My Proposals' tab.

� Notice for those calls that use EPSS for the proposal submission:

� the links to EPSS are provided in the call's page

� subsequent access to draft proposals are available on the website of EPSS

The new electronic proposal submission service

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Login with your ECAS account.

Select 'External' domain, if you do not work for the Institutions of the EU.

Create one if you don't have any.

Log in with the European Commission Authentication Service (ECAS)

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The new proposal submission service

After login you will arrive at the new electronic proposal service. This wizard will help you to create and submit a proposal step by step.

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Instrument selection Pre-registration Consortium set-up

Submitted proposalFilling in FormsEdit Proposal &Submission

Steps for the submission of proposals

NEXT

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Steps for the submission of Proposals

NEXT

Edit Proposal &Submission

Filling in Forms Submitted proposal

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Step 3: Starting screen

If needed,

go back to Step 2, 'Funding Scheme'

to change the funding scheme.

After selecting the funding scheme or objective on the

call page, you start directly

at Step 3, 'Create a Draft Proposal'

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Step 2: Change the Funding Scheme

If needed, you have the possibility to change

the funding scheme that is available

for the given call at Step 2,

'Funding Scheme'before creating

the draft proposal.

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Step 3: Create a Draft Proposal

Proposals are initiated by coordinators.

At first the coordinating entity has to be

identified.

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• PIC number - the 9-digit identifier of the organisation – is required at the beginning of the submission for the identification of the organisations. Therefore

participants have to register their organisations.

• The registration of the organisations is available under the 'My Organisations' tab.

• Search for the PIC numbers is provided in the proposal submission service or in the Participant Portal search under the 'My Organisations' tab.

Identification of organisations

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Fill in your PIC or searchfor it and

give a short name to your organisation to be

used in the proposal.

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Step 3: PIC search

Click on the "Search" button to check whether your organisation has already a PIC number.

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Step 3: PIC search

2.a. you can select your organisation from the list of

search results…

2.b. or you can register your organisation

if the search did not give any suitable results.

1. Enter any keywords (name of the organisation,

country, city or VAT)

and click on 'Search', then

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Step 3: Your Proposal

Press 'Next' to start creating a draft proposal.

The basic data neededfor pre-registration is:

� Acronym for the proposal

� Short summary

� Activity Topic

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Pre-registration data is then copied into the Forms A:

� Acronym for the proposal: it can be modified later on in the Form A.

� Short summary: describes briefly the purpose of the proposal. It can be used for the planning of evaluations. See more in the disclaimer. The short summary is copied into the field of 'abstract' in the Form A.

� Activity Topic

� List of participants: based on the data of the chosen PIC number of the organisation, a Form A will be created for each participant. The form will present the registered legal data for the entity.

Step 3: Your ProposalPre-registration data

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Before creating a Draft Proposal,

you are required to read and accept

the Disclaimer.

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Notification: Draft Proposal created

You can continue to edit the current draft proposal

…or…

you can go back to the 'My Proposals' tab,

where you can access all your existing draft

proposals for 90 days after call closure.

After accepting the disclaimer, the Draft Proposal

is created.

A notification is sent to your e-mail address

associated with your ECAS account.

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Step 4: Consortium set-up

Coordinator contactscan manage the list

of participants of the proposal here.

Step 1: click on 'Add Partner'

The Consortium eligibility warning shows

the minimum number of participants

that you need to add, geographical coverage, etc. Information entered here

will be reflected in the administrative forms.

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Step 4: Consortium set-up

Step 2:

• Add contact persons for each organisation by clicking on 'Contact'

• Edit contact details

• Please use the e-mail address used by the person to create his/her ECAS account (if it exists).

Contact persons can be re-invited, or contact details can be modified any time.

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Step 4: Add Partners

1. Search for an organisation.

IMPORTANT:

Please check the e-mail of the person beforehand.

If this person doesn't have an ECAS account yet, the e-mail address you

entered will be the one used for the creation of a new ECAS account.

2. Select the organisation that you want to add.

more info about ECAS...

Add contact data.

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Step 4: Manage Your Related Parties

Important:

After adding the contact persons' data, click on

'Save changes'.

An invitation e-mail will automatically be sent to

each entered e-mail addresses.

You will be able to edit the Consortium again by

clicking on the "Back" button on Step 5.

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Step 5: Edit Proposal – Part A and B

Proposals are composed of:

� Part A: the administrative information (list of participants, legal and financial forms, etc.)

� Part B: a PDF document with the scientific and technical contents

� additional documents, annexes (optional)

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Step 5: Edit Proposal – Part A

Administrative forms:

� Coordinators have the right to edit all sections of the PDF

� Participants can only update their relevant sections – including budget

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Step 5 – Form filling

Click on "Save and close" to return to the main page.

There are helpful tools to help you with filling in the

forms:

� Highlight Existing Fields: shows which fields have to be filled in

� Go To: allows you to navigate quickly within the form

Validate Form: shows the list of empty fields or fields with wrong data.

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Step 5: Edit Proposal – Part B

To fill out the Part B:

1. Download the templates.

2. Fill in your proposal's details using the templates.

3. Save your document(s) in PDF format.

4. Upload your proposal's documents in PDF.

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Step 5: Validation

Click on the 'Validate'button to check

for potential errors in your Draft Proposal.

You may receive warning(s) about the current state of

your proposal.

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Step 5: Eligibility warnings

Click on the "Submit" button to submit

your Draft Proposal.

You may receive warning(s) about the current state of your proposal's eligibility, but you can submit your

proposal anyway and open it again for re-editing before the deadline.

Submitting your proposal must not be a last-minute exercise. You may submit a

proposal early in the process, then update

and submit an improved version several times

before the call closure.

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Step 5: Eligibility warnings

Click on the "View warnings" button to view

the identified problem directly in the forms.

You can give a justification if you want to submit your

proposal in spite of the warnings.

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Step 5: Eligibility warningsBlocking errors

Some of the warnings will block your submission, e.g.

- empty Forms A, no proposal title;

- missing Part B.

Please validate your proposal before submission.

Demo Account

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Step 6: Submit your proposal

A confirmation message is displayed

when your proposal is successfully submitted.

This confirmation message will also be sent

to your e-mail address.

Before the deadline of your call you can:

� Re-edit your proposal,

� Withdraw your proposal,

� Download a digitally signed, time-stamped version of your proposal – this function is available up to 90 days after call closure.

555555.

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Click on 'Edit-draft'to access your saved

proposal.

Access all your existing - draft or submitted - proposals under the 'My Proposals' tab after login.

Edit-draftView-submitted

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More information

• User guide of the new electronic proposal submission service

https://ec.europa.eu/research/participants/portal/ShowDoc/Participant+Portal/portal_content/docs/submission/10_minutes_guide_to_the_submission.pdf

• FAQ:http://ec.europa.eu/research/participants/portal/page/faq

• Presentations: http://ec.europa.eu/research/participants/portal/page/faq#b8

• Contact us: http://ec.europa.eu/research/participants/portal/page/contactus

• ECAS help:https://webgate.ec.europa.eu/cas/help.html

Documents

Research and Innovation Participant Portal - cuni.cz · 2012. 9. 13. · 2 Electronic proposal submission The electronic proposal service of each call is accessible via the ' FP7