ELECTRONIC PROPOSAL SUBMISSION SYSTEM

e PROPOSALS PMT NEGOTIATION EVALUATION CONTRACT ELECTRONIC SUBMISSION E P S EVALUATION SERVICE PROVIDER ESP CONTRACT & PROJECT MANAGEMENT C P M PMT RANKING & DECISION T P M

EPSS (Electronic Proposal Submission System) EPSS in short EPSS (Electronic Proposal Submission System) enables project coordinators and partners to prepare their administrative forms or part “A” off-line using an offline tool OR enables project coordinators to prepare and submit their proposal online through the Internet using a web site accessed seamlessly from Cordis

4 methods: On-line preparation and submission using the Electronic Proposal Submission System (EPSS) Preparation off-line using the same tool as EPSS, followed by on-line submission via EPSS Off-line preparation using the same tool as EPSS followed by submission on CD or diskette On paper

1 2 3 4 Service Submission Preparation Supporting tool Consequences provider mode mode Using the EPSS on- On line No re keying 1 line as supporting preparation needed Online system EPSS submission Using the Electronic Off line No re keying 2 preparation tool as preparation needed supporting system Using the electronic No re keying 3 Electronic preparation tool as needed. Forms files support (CD- supporting system upload ROM) Using RTF files for Paper submission Physical the forms (paper) ESP media Using the electronic 4 submission submission tool as Paper based printing engine Re keying needed submission Using predefined forms downloaded from the site

EPSS ON LINE PREPARATION ON LINE SUBMISSION Demonstration & Screens

LOGIN SCREEN - A CALL HAS BEEN SELECTED ON CORDIS

EITHER YOU LOGIN, REGISTER, DOWNLOAD THE OFFLINE

ENTERING THE USER NAME AND PASSWORD

CHANGE CO-ORDINATOR PASSWORD AT INITIAL LOGIN

CHANGE THE PARTNERS PASSWORD AT INITIAL LOGIN

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PREPARE PROPOSAL : ADDING PARTICIPANTS

PREPARE PROPOSAL: PART A : ADDING PARTNERS Click on the name to open the form

Proposal number is given by the EPSS system, at submission time

PREPARE PROPOSAL: PART A : FORM A1 UPDATE

PREPARE PROPOSAL: PART A : A1 FORM - VALIDATION The ‘save form’ button will validate and save the form on the system

Information is transferred from form 1 to other forms, here, the acronym is transferred

PREPARE PROPOSAL: PART A : FORM A2 - CO-ORDINATOR DETAILS

PREPARE PROPOSAL: PART A FORM : A2 HELP SYSTEM

PREPARE PROPOSAL: PART A : FORM A2 - SAVE BUTTON Check the BOTTOM of the form for validation errors

PREPARE PROPOSAL: PART A :FORM A3 - FINANCIAL TABLES

PREPARE PROPOSAL: PART A :FORM A3 - AFTER VALIDATION Totals and subtotals are computed only when the ‘save” button is pressed

PREPARE PROPOSAL: PART B : SELECTING FILE TO UPLOAD Please pay attention to size of files to be transferred

PREPARE PROPOSAL: PART B : SELECTING THE FILE Please do not use special characters in the file name

PREPARE PROPOSAL: PART B - AFTER UPLOAD... Valid formats are RTF and PDF files

Valid formats are RTF and PDF files PREPARE PROPOSAL: SELECT ANNEX TO UPLOAD Valid formats are RTF and PDF files Proposal name and annexe(s) names should be different

PREPARE PROPOSAL : ANNEX IS UPLOADED

HISTORY LOG

AFTER UPLOAD, YOU HAVE TO SUBMIT THE PROPOSAL After an upload of the proposal, you have to press submit

SUBMISSION RESULTS - VALIDATION ERROR MESSAGES

SUBMISSION : POSSIBLE WITH FAILED CHECKS

SUBMISSION : COMMENTS WHEN SUBMITTING

SUBMISSION - SYSTEM CONFIRMATION

To summarise, profiles are different for EPSS FEATURES To summarise, the EPSS Starts off the CORDIS web site, Is available as an OFF-LINE package, Is available as an ON-LINE web service, To summarise, profiles are different for co-ordinators of a proposal partners of a proposal EPSS technical staff EC officials

To summarise, co-ordinators: EPSS FEATURES To summarise, co-ordinators: Can download the A forms or the off-line tool (Electronic Proposal Tool or EPT) May request a password from the EPSS, creating an account on the system to store an retrieve the proposal and forms

To summarise, co-ordinators: EPSS FEATURES To summarise, co-ordinators: Control the consortium adding & deleting partners, assigning passwords to partners Control the proposal status: submitting the proposal until closure, uploading part “B” or proposal text file, verifying part “A” or administrative forms Must press the <submit> button whenever the proposal is uploaded anew

How should I proceed as a coordinator? (Roadmap) 1. Register on the CORDIS website for a specific call. 2. Login for accessing the online EPSS. 3. Change the passwords for the coordinator and the partners. 4. Send the usernames and passwords to the partners. 5. Set-up the proposal by indicating the number of participants, their participant id, name and email addresses. 6. Edit Part A forms. 7. Edit and upload the Part B file. 8. Upload Part B annexes. 9. Validate proposal to ensure basic checks are satisfied. 10. Submit the proposal. 11. Logout.

To summarise, partners: EPSS FEATURES To summarise, partners: Can download forms, off-line tool without password or pre-registration Have the right to create, modify A2 forms using a password given by the co-ordinator Can read (and control) all proposal components until call is closed

To summarise, the EPSS system: EPSS FEATURES To summarise, the EPSS system: Initiate the process flow & offers secure proposal storage, Enables communication between coordinators and partners, Allow co-ordinators to perform multiple submissions until the call closes

To summarise, the EPSS system: EPSS FEATURES To summarise, the EPSS system: Validates the part “A” or administrative forms of a proposal Ensure that submission deadlines are adhered to: ‘best practices’ imply submitting well before the call closure and performing a download of what has been submitted

http://fp6.cordis.lu/fp6/subprop.cfm http://fp6.cordis.lu/fp6/subprop_about.cfm https://www.epss-fp6.org/epss/epss_faq.jsp For any technical questions you may have please contact the EPSS Help Desk at: Tel: +32 2 233 3760 E-mail: support@epss-fp6.org