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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.

    Otherwise, click the Search button. The PIC Search screen appears. Enter a full or partial name in the Search field or a full VAT number, then click the Search button. All possible results will appear as panels, below the Search field. Click the Use button on the appropriate organisation panel.

     
  2. Once you enter the PIC number you will notice that the Short name field is automatically populated and the address is shown in blue highlight, as indicated on the image below.

    Note: If the PIC you entered is incorrect (for example, it contains less numbers than required, etc.), the system will show you an error message:
     
  3. Select your role – Main contact or Contact person
    .

    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), make sure to add the top-level role (Main contact) in the next steps before you submit your proposal

     (info) 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-20xx and ERC-20xx) may require more specific roles, such as Principal InvestigatorMain Host Institution Contact, ResearcherSupervisorApplicant, and so on. Calls of this type are pre-configured accordingly so that the proposal submission forms 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.
     


  4. Fill in the Acronym field. Acronyms can be changed later on by the proposal coordinator, by editing the Administrative form in part A (see Step 5), in the section A1 'content' within the form.
  5. Fill in the Summary field.
  6. Click the Next button. 



    Note: Organisations in the consortium would usually get a notification of their involvement when the proposal is submitted, as well as getting notified if the proposal where they were participating is withdrawn, as suggested by the warning below:


     
    Also, if you have enabled the 2-step verification (see more details here), you are strongly advised to appoint an additional contact for your organization to prevent being blocked in the proposal submission due to lack of your device to perform the second step of the verification.

    This warning will be shown always in step 4 if you are the only contact left for the coordinating organization and you enabled the 2-step verification in the security settings of the portal.


    After clicking on next, you will be presented with the following Disclaimer – click the Accept button to accept it and proceed, or the Decline button to decline it and cancel the proposal submission.


    The following message confirms that your draft proposal has been created, and your draft will be given a temporary Proposal ID. You will also receive a confirmation email.

  7. Click Continue with this proposal  to proceed to the next step.
    To postpone this action for a later time and return to your list of proposals in the Funding & Tenders Portal, click Go to My Proposal


Video

To watch a video of this task being performed, click the image below:

1 minute 29 seconds

Download the whole Proposal Submission Service User Guide as an Adobe PDF file.


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