Ghid_Parteneriate

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National Plan for Research, Development and

Innovation 2007-2013, PN II

Submission Guidelines

Webpage:http://uefiscdi-direct.ro

I. Authentication data1. Follow the next steps to create a new account:- Click on button. After this operation, the following form will be displayed:

- Click on the button. After this operation, the Sign Up Form will be displayed. Fill thisform with your Personal Data.

- For Partnerships PCCA proposals, the information filled in the above fields will be used asidentification data for the project manager and cannot be changed in the financed proposal;

- Click on button. This button will register the new account. It will alsodisplay the Userand the Passwordfor this account.
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2. Follow the next steps to recover the password for an existing account.- Click on button. After this operation, the following form will be displayed:

- Click on button. After this operation the Recovery Password Form will bedisplayed as shown below:

- Fill the E-mailfield up with the e-mail address used for the account registration and then

click on button. In case of a wrong e-mail address is filled in form, next

message will appear . If the e-mail address is correct, message

will be displayed.

3. Follow the next steps to authenticate.- Click on button. After this operation, the following will be displayed:

- Fill in the User (e-mail) and Passwordfields with the authentication data received on email.- Click on button in order to finish the authentication


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Home Page

When accessinghttp://uefiscdi-direct.roportal, after the authentication process, the main page

that will be displayed contains the following information:

- Strategic objectives of the National RDI System in the right panel- The button in the upper left panel. Click this button if un-authentication is wanted.-

Website menu in the lower left panel. This menu contains:o Home click this button when return to home page is necessaryo Programsclick this button to see the general description for The Programmes of

the National Plan II

IDEAS click this button to see the deadlines for IDEAS Program activitiesand useful information about

Exploratory Research Projects (PCE) click this button to see the

Goal, the Objectives and the Expected results for Exploratory

Research Projects

o Submission click this button to see the Sections of the fullproject proposal. Those sections will be described below.

HUMAN RESOURCES click this button to see the deadlines for HUMANRESOURCES Program activities and useful information about

Postdoctoral Research Projects (PD) click this button to see the

Goal, the Objectives and the Expected results for Postdoctoral

Research Projects


Research Projects for Young Research Teams (TE) click this button

to see the Goal, the Objectives and the Expected results for Research

Projects for Young Research Teams


PARTNERSHIPS click this button to see the deadlines for PARTNERSHIPSProgram activities and useful information about

Joint Applied Research Projects (PCCA-1) click this button to see the

information for Joint Applied Research Projects (PCCA-1)


Joint Applied Research Projects (PCCA-2) click this button to see the

information for Joint Applied Research Projects (PCCA-2)


Submitted Projects PN II - click this button to see the submitted projectproposal. Here are listed the submitted projects. Each project is listed with

Code, Type, Closing date, Status. To edit or view a specific project click on

button and so Project Information, Eligibility Criteria and Project

Proposal can be modified.

o Submission Guidelines click this button to see the guidelines for new fundingproposal submission

o Terms and Conditions click this button to see the Terms and Condition ofhttp://uefiscdi-direct.rowebsite usage.

o Contact click this button to get the contacts for technical support.While the authenticated user accesses different parts of the website, in the top section of the

page the full path of the traced activity is rigurously indicated.
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E.g.

This path can be used to return quickly to a certain previous step.

While using the Submission part of the website in the top section of the left panel, depending

on which type of PARTNERHIPS Project you apply for, the following buttons are displayed for a

quicker access to those sections:

For PCCA-1: Project Information, Eligibility Criteria, Project Proposaland Finalize

For PCCA-2: Project Information, Eligibility Criteria, Work Plan, State Aid, Project Proposal

and Finalize

Each of these sections has subsections also displayed under the section buttons. When a

sections button is clicked all of its subsections appear below.

E.g.

II. Funding proposal SubmissionFor each of the PARTNERSHIPS Joint Applied Research Projects (PCCA-1) and Joint Applied

Research Projects (PCCA-2) categories, the user has a section for project proposal submission.

The Submission category in the menu is divided into 4 sections for PCCA-1: Project

Information, Eligibility Criteria, Project Proposal and Finalize; and 6 sections for PCCA-2: Project

Information, Eligibility Criteria, Work Plan, State Aid, Project Proposaland Finalize.

The following section of the guideline will exemplify a PCCA-2 project submission. If you

apply for a PCCA-1 project you will not see, and therefore not use the Work Plan and State Aid

sections of the project proposal submission. The rest of the sections are identical for both project

types.

1. Project Informationa. Basic information

The fields marked with * are mandatory.In this section, the project leader has to fill in the basic information about the project:


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- The project title in English is mandatory, it has to be less than 200 characters;- The project title in Romanian is optional;- The project acronym;- The number of participants (including the Coordinator);- The project duration (between 30 and 36 months).

The Save button can be used to save the data into the database, it can be used for

intermediary data saving and for final data saving also.

The Next step button shows the next page of the form, the Summarypage.

b. Summary

The fields marked with * are mandatory.

In this section, the project leader has to fill in the executive summary of the project (min 500

characters, max 2000 characters).



The Next step button shows the next page of the form, the Participant listpage.


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c. Participant list


In this section, the project leader has to fill in the list of participants involved in the project.

Depending on how many participants you chose in the Basic information section, you will have to fill

in the following information for each partner:

Project manager (CO)/Person in charge from Partner 1-4 (P1-P4)

- Last Name;- First Name;- Previous Last Name if that is the case;- CNP;- Birth date if you click on this field, a calendar will appear to select the desired data;- Doctor if you select YES, since from the drop-down list, you must specify the year since the

project manager/person in charge from Partner 1-4 (P1-P4) gained the PhD title;

- Phone number the phone number where the person is most likely to be reached;- Fax number;- E-mail address for the project manager it is the address where the password will be sent.

You can upload the Organisation Presentation by clicking on the button in the

corresponding field.

Coordinator (CO)/Partner 1-4 (P1-P4)

- Organization name (without abbreviation);- The organization identification code;- Address;- City;- County the county where the institution is located;- Organization website;- Entity type here you can select if the institution is a Research Organization; if not, select the

size of the institution: small, medium or big;- Organization type select from the drop-down list.


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The Next step button shows the next page of the form, the Domains page.

d. DomainsIn this section you can choose the domains of expertise and the scientific field to which the

project belongs. The list of expertise domains can be viewed and downloaded by clicking the link(Annex 1). The list of scientific fields can be viewed and downloaded by clicking the link (Annex 5).

For the project expertise domain first select the domain, then the research field and

depending on these two, select the thematic area.

For the project scientific field first select the scientific field, then the Subdomain and

depending on these two, select the research area.

Fields marked by * are mandatory.

The eligibility criteria vary depending on the chosen scientific field and subdomain.

After filling the information required, it is recommended to click the button.

To go to the next step, it can be used the button or the horizonatally navigation

menu.

e. Key persons


In this section, the project leader has to fill in the key persons of the project. The applicationwill automatically fill in the project manager and persons in charge from partners that were declared


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in the Participant listsection. You can add more persons to the list by clicking the button in

the top left corner of the table. For each key person in the list a CV must be uploaded by clicking the

button in the corresponding field. The CVs must be written in English and saved as a pdf.



The Next step button shows the next page of the form, the Funding page.f. Funding


In this section, the project leader has to fill in the requested funding per participants and

years in LEI. The data can be introduced in the yellow fields and consists of the public budget and

cofinancing (where this is the case) for the coordinator and each partner institution, for each year of

the project (2012-2015). The blue fields will generate the totals and the percentage of cofinancing

automatically.



The Next step button shows the next page of the form, the Funding (EUR) page.

Once this data has been filled in, the Funding (EUR) table will automatically be generated in

the next page. The table contains the requested funding per participants and years in EUR.


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The Next step button shows the next page of the form, the Eligibility Criteria page.

2. Eligibility CriteriaIn this section you must upload the specified declaration in pdf format, no larger than 10 MB.

You can upload the document by clicking on the button and then by clicking on the

button.

Depending on the scientific field and subdomain selected in the Domains section you will

encounter various eligibility Criteria. The following section will display the general eligibility criteria

and specify where the social sciences and humanities criteria apply.

1. Article, review, proceedings paper (Annex 2, Criterion 1)You shall specify the information in the following format:


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Adding new entries is done by pressing the button.

Please pay extra attention to the following fields: Article Full title (please make sure you

write the title exactly as it appears in the publication), Authors (please make sure you write the

authors exactly in the order that they appear in the published article). You can also upload the

publication in pdf format by using the button.

You can delete an entry by pressing the button.

The Total is calculated automatically.

!!!RECOMMENDATION: After finishing an entry it is recommended to press the button.

Social Sciences

a. Published books (Annex 2, Criterion 1)You shall specify the information for each book in the following format:

Adding new entries will be done by pressing .


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Fields to be completed are as follows: Book full title, Authors and number of authors,

Published year, Publishing House, ISBN/ISSN, Link to worldcat, Number of libraries.

Action section the button deletes the row that contains the current record.



b. Published chapters (Annex 2, Criterion 1)You shall specify the information for each chapter in the following format:


Fields to be completed are as follows: Book full title, Published Chapter, Authors and number

of authors, Published year, Publishing House, ISBN/ISSN, Link to worldcat, Number of libraries.




Humanities

a. Books (Annex 2, Criterion 1)You shall specify the information for each book in the following format:


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Fields to be completed are as follows: Full title, Authors and number of authors, Published

year, Publishing House, ISBN, Link to worldcat, Number of libraries.




b. Chapters (Annex 2, Criterion 1)You shall specify the information for each chapter in the following format:


Fields to be completed are as follows: Book full title, Published Chapter, Authors and number

of authors, Published year, Publishing House, ISBN/ISSN, Link to worldcat, Number of libraries.





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c. Studies (Annex 2, Criterion 1)You shall specify the information for each study in the following format:


Fields to be completed are as follows: Full title, Authors and number of authors, Publishedyear, Journal full title, Journal Type, ISSN.




2. Article, review, proceedings paper (Annex 2, Criterion 2)Because the information is required to be filled in exactly the same way as for Criterion 1,

please review the latter.

3. Papers published in the Australian Research Council database (Annex 2, Criterion 3)You shall specify the information in the following format:


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Please pay extra attention to the following fields: Paper title (please make sure you write the

title exactly as it appears in the publication), Authors (please make sure you write the authors exactly

in the order that they appear in the published article). You can also upload the publication in pdf

format by using the button.

You can delete an entry by pressing the button.The Total is calculated automatically.


For the Social Sciences and Humanities criteria please review Criterion 1, as the information is

required to be filled in exactly the same way.

4. Papers published in the Australian Research Council database (Annex 2, Criterion 4)Because the information is required to be filled in exactly the same way as for Criterion 3,

please review the latter.

5. OSIM PatentsYou shall specify the information in the following format:



Fields to be completed are as follows: Patent title, Authors, Published year, Patent number.

You can upload the patent (pdf format) by clicking the button in the corresponding field.





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6. International projectsYou shall specify the information in the following format:



Fields to be completed are as follows: Project title, International Programme, Published year,

Romanian partner institution, Romanian partner budget, project website. The sums shall be entered

in EURO, without separator, using comma for decimals.




7. National or international patentsYou shall specify the information in the following format:



Fields to be completed are as follows: Patent title, Authors, Patent emitting authority,

Published year, Patent type (granted patent or registered patent aplication), Patent number. You can

upload the patent (pdf format) by clicking the button in the corresponding field.


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8. Software productYou shall specify the information in the following format:

All fields are mandatory.


Fields to be completed are as follows: Software product name, Authors, Developing

institution, Developing institution website, Sales on the international market, The year when it firstappeared on the market. You can upload the corresponding declaration (Annex 11, in pdf format) by

clicking the button in the corresponding field. The sums shall be entered in EURO, without

separator, using comma for decimals.




The Next step button shows the next page of the form, the Work Plan page.

3. Work planThis section is to be completed only by Joint Applied Research Projects (PCCA-2) applicants.

This is necessary for the State Aid validation with regards to cofinancing project activities. Here you

will split the budget per project phase/activity/partner involved. You shall specify the information in

the following format:


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You can add a new entry by clicking the button. This will create a new row,

where you can select the following:

In the Operation type column you can select whether you want to insert a project phase,

an activity that is part of the phase, or which partner(s) will perform an activity;

In the Phase/Activity/Partners column you can either write the number of a project

phase/activity (E.g. phase 1, activity 1.1) or select the partner(s) that will perform an

activity;

In the Description column, you will write the Description of the Phase/Activity;

In the Activity Categorycolumn you can select between different types of eligible

activities (according to Annex 9.5);

In the Deadline column you can select the deadlines for the Phases. Once you select the

field, a calendar will show on the screen. You can use this calendar to select the date;

In the Financing columns you can input the sums corresponding to each partner for

every activity performed. Once you input the public financing sum, you will be notified

by the online platform what the minimum cofinancing (if any) is, according with the type

of partner institution and type of activity you selected earlier. The total phase budget

will be automatically calculated. The sums shall be entered in LEI, without separator,

using comma for decimals;

In the Operations column you can either insert a new field by clicking on thebutton, or delete a field by clicking on the button.



The Next step button shows the next page of the form, the State Aidpage.

4. State AidThis section is to be completed only by Joint Applied Research Projects (PCCA-2) applicants. In

this section you can upload the various declarations required by the State Aid Annex. Depending on

the type of partner institutions you selected, the online platform will automatically indicate what

declarations you have to upload with regards to State Aid. You shall specify the information in the

following format:


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Research organizations

Enterprise partners

You can upload the corresponding declarations (Annex 9.1, Annex 9.2, Annex 9.3a, Annex

9.3b, Annex 9.4 in pdf format) by clicking the button in the corresponding field. Themaximum allowed file size for the pdf document is 10 MB/document.



The Next step button shows the next page of the form, the Project Proposalpage.

5. Project proposalIn this section you can upload the project proposal (Annex 3), the Declaration of non-

financing from other sources (Annex 10) the Partnership Agreement and other documents

considered representative for the activity of the Project Leader. You shall specify the information inthe following format:

a. Project proposal

You can upload the project proposal by clicking the button in the corresponding field.

The maximum allowed file size is 10 MB/document. You can upload the proposal in pdf or rtf/docformat using the corresponding field. After selecting the file please click on the Save button below.


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b. Declaration (Annex 10)

You can upload the declaration by clicking the button in the corresponding field. Themaximum allowed file size for the pdf document is 10 MB/document. After selecting the file please

click on the Save button below.

c. Partnership Agreement

You can add more rows if you need to by clicking on the button. You can also delete

rows that are not necessary by clicking on the button in the corresponding field. The

maximum allowed file size for the pdf document is 10 MB/document. After selecting the file please


d. Other documents considered representative for the activity of the project leader

You can add more rows if you need to by clicking on the button. You can also delete

rows that are not necessary by clicking on the button in the corresponding field. The

maximum allowed file size for the pdf document is 10 MB/document. After selecting the file please




The Finalize proposal button shows the next page of the form, the Finalize proposalpage.

6. Finalize proposalWhen the authenticated user clicks on the Finalize the project proposalbutton, the following

message is displayed:


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If you missed filling in any mandatory information or if the information entered does not meet the

requested criteria, by clicking on No, just verify proposal button you will find a list of all errors

detected in your application form. An example is shown here:


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Clicking Yes, submit proposal button you may find a list of all errors detected in your application

form as you may observe in the following image:

If you've completed correctly the application form, and your data meets validation criteria, information

you filled in all previous forms is displayed in the results page. It will look like the following image:


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Project proposal may be printed by using Print link placed at the bottom of results page.

Alternatively you may download results in a pdf file type using Export PDF link.

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