HORIZON Electronic Submission of Project Proposals

Transcription

1 HORIZON 2020 Electronic Submission of Project Proposals

2 Electronic Submission Service - SEP Electronic proposal submission system: Integrated in the Research and Innovation Participant Portal (R&I PP) The service is linked to open calls Draft and submitted proposals are accessible under My Proposals tab of the R&I PP The service user manual is available via R&I PP

3 Electronic Submission Service - SEP Page 1 of 85

4 Electronic Submission Service - SEP Table of Contents CHAPTER 1: INTRODUCTION CHAPTER 2: SUBMITTING YOUR PROPOSAL THROUGH THE ONLINE SUBMISSION SERVICE WIZARD CHAPTER 3: REFERENCE GUIDE TO ROLES, SCREENS & ACCESS TO USER ACTIONS APPENDIX A: COMPATIBILITY & TROUBLESHOOTING YOUR SYSTEM CONFIGURATION APPENDIX B: ECAS REGISTRATION APPENDIX C: CALLS WITH SPECIFIC CONTACT ROLES GLOSSARY

5 Research and Innovation Participant Portal

6 Research and Innovation Participant Portal

7 Research and Innovation Participant Portal HELP!!!

8 Research and Innovation Participant Portal

9 Research and Innovation Participant Portal HELP!!!

10 Research and Innovation Participant Portal H2020 Online Manual

11 Electronic Submission Service - SEP Proposal Submission Preparatory Checklist Preparation for online application submission process: 1. Decide on the funding opportunity Funding Opportunities are categorised as Work Programmes, Calls, Topics and Types of Actions 2. Select your Partners Most calls require a consortium of three organisations 3. Register as a user in ECAS (European Commission Authentication Service) 4. Get Participant Identification Code (PIC) Your organisation and your partner organisations must register in the Beneficiary Register and receive a PIC

12 Research and Innovation Participant Portal H2020 Online Manual H2020 Online Manual ECAS ACCOUNT

13 Research and Innovation Participant Portal Registering as a user in ECAS

14 Research and Innovation Participant Portal

15 Research and Innovation Participant Portal

16 Research and Innovation Participant Portal

17 Electronic Submission Service - SEP Quick Steps to the Online Submission Process The following basic user actions are involved in the online submission process. 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 5. Following submission, you can re-edit, download or withdraw your proposal (until the deadline - the closure of the Call) 6. Invite Partners to the process Topic selection Project preregistration Consortium set-up Proposal editing Form filling Submission

18 Electronic Submission Service - SEP Steps for proposal submission Topic selection Depending on the Call Topic also the Financial Instrument must be selected - Research and Innovation Action, Innovation Action, CSA, MSCA, ERA-NET, SME Project pre-registration - STEP 3 Consortium set-up STEP 4 Edit proposal &submission STEP 5 Form filling, Editing and Uploading Submission STEP 6 Topic selection Project preregistration Consortium set-up Proposal editing Form filling Submission

19 Call Topic Selection Project pre-registration The Workflow Consortium set-up Proposal editing, filling-up and uploading of the forms Proposal submission

20 Research and Innovation Participant Portal

21 HORIZON 2020 Type Search Topics CALLS Proposal Status Open

22 MOBILITY SORT Open CALLS

23 Research and Innovation Participant Portal CALL CALL DETAILS TOPICS SELECTION

24 Research and Innovation Participant Portal TOPIC DESCRIPTION TOPIC Conditions and Documents

25 Research and Innovation Participant Portal Submission Service

26 Research and Innovation Participant Portal Financial Instrument

27 Forms and Templates Standard proposal template RIA, IA Standard proposal template CSA Standard proposal template PCP, PPI Standard proposal template ERA-NET Standard proposal template EJP Standard proposal template SME-PHASE1 Standard proposal template SME-PHASE2 Standard proposal form PRIZES MSCA standard proposal template MSCA-IF-EF/GF/RF MSCA standard proposal template ITN-ETN/EID/EJD MSCA standard proposal template RISE MSCA standard proposal template COFUND-DP/FP ERC standard proposal template STG ERC standard proposal template COG ERC standard proposal template ADG ERC proposal template for PoC

28 Forms and Templates Standard proposal template RIA, IA Part A Administrative part Coordinator and Partners administrative data, proposal abstract, filled in via on-line forms Part B Technical description Description of the project proposal contents, partners, work packages, efforts, finance, submitted via upload of the pdf files Additional documents Single Stage Proposals - Complete proposal must be submitted Evaluation of Excellence, Implementation and Impact Two Stages Proposals Stage 1 Brief version of the proposal Part B 15 pages (SS -70) Evaluation of Excellence and Impact Stage 2 Complete version + related documents Evaluation of Excellence, Implementation and Impact

29 STEP 3 IDENTIFICATION CALL No. INSTRUMENT

30 STEP 3 IDENTIFICATION CALL No. INSTRUMENT CLOCK!!!

31 ERRORS CHECKING VALIDATION

32 YOUR ORGANISATION YOUR ROLE Main Contact Contact person YOUR PROPOSAL

33 YOUR ORGANISATION Legal entity data Once the PIC number is added, the information in the form is prefilled and never gets updated. - In order to update the legal data: 1. Delete the PIC in the given proposal. 2. Update the data in the Beneficiary Register 3. Add again the PIC for the given proposal

34 NAVIGATION

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36 2 Stage calls On Step 4 the coordinator cannot add more partners The budget table is a simple summary More details have to be given on the consortium in the Part B only.

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38 Electronic Submission Service - SEP Who can have access to the proposal Labels roles added to the contact persons at Step 4 to show the role of the person within the project: Main Contact Person/Contact Person Main Host Institution Contact /Principal Investigator Fellow/Contact Person Rights to be managed in the Submission tool until call closure, after that in the Participant Portal

39 Electronic Submission Service - SEP Who can have access to the proposal All contact persons receive access rights and are listed in Part A. Full access coordinator contact or participant contact Read-only rights - team member, any contact person

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41 Research and Innovation Participant Portal My Proposals Section

42 Notification by Europa / Research / Participant Portal notification Dear Proposal Participant, You have successfully created a draft proposal in the Participant Portal Submission System: Proposal acronym Draft proposal ID : SAESS2 Call Type of action : CSA Topic : MG-3.5b-2014 Call closure : :00:00 Your ECAS ID : SEP (a final Proposal ID will be assigned as soon as the proposal is submitted) : H2020-MG-2014_SingleStage_B : nfabiape You can review, edit and submit your proposal at any time from My Proposals tab ( s/index.html) in the Participant Portal. With kind regards, European Commission - Participant Portal Submission System team This has been auto-generated. Please do not reply to this account. Your will not be read. For any inquiries please contact the SEP helpdesk (+32 (2) or DIGIT-EFP7-SEP-SUPPORT@ec.europa.eu)

43 PART A Administrative PART B Technical

44 ADOBE FORMS EDITOR Filling and editing of Form A

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46 FORM Validation ERRORS LIST

47 PART A Administrative Forms PREFILLED FROM THE BENEFICIARIES REGISTRY

48 PART A Administrative Forms Contact person details in the form - In order to have a main contact, you have to add the person access rights on Step 4 - More details are requested for the main contact, or Researcher/Principal Investigator/Host contact in the form - All contacts are listed with their phone and

49 PART A Administrative Forms Contact persons 'Edit roles - STEP 4 EDIT SEND

50 PART A Administrative Forms Contact persons role: Change from main contact to contact person

51 PART A Administrative Forms Contact persons roles - ERC call - example

52 PART A Administrative Forms Guidance in the budget section Click to expand the guidance for all Click to expand the guidance for one section

53 PART A Administrative Forms Guidance in the budget section

54 PART B and Annexes Technical details and Other documents

55 PART B and Annexes Technical details and Other documents

56 PART B and Annexes Technical details and Other documents

57 Project Proposal Submission

58 Project Proposal Submission

59 Thank you for your attention!!! Peter Fabian CETRA Centre for Transport Research University of Zilina, Zilina, Slovakia