First Steps on the Funding and Tender Opportunities Portal

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About the Author: Paula Morán

Financial Manager - Paula owns a Double Degree in Law and Business Administration by the University Carlos III of Madrid (ES) and a master’s degree in international business management by ICEX-CECO and UIMP (ES). She has a great international business vision that she’s developed through her Erasmus scholarship in the University College Dublin (IRL) and her job in the Commercial Office of the Spanish Embassy in Zagreb (HR).

The Funding & Tender Opportunities Portal (F&TP) (the Single Electronic Data Interchange Area) is the entry point for participants and experts in funding programmes and tenders managed by the European Commission and other EU bodies.

Through the F&TP, organisations are able to:

Search and apply for funding opportunities in calls for proposals
Search a call for tender and submit a tender
Manage your grants
Register as an expert, manage contracts and payments online.
Create an EU Account

Step 1. Create your EU account

In order to access all this content, your first step is to register on the F&TP to create your EU account. To complete this process, you will have to provide a username, your first name, last name and e-mail address and the displayed security code. Afterwards, you will receive an e-mail to the address that you specified, containing a link you can use to complete the registration process.

Step 2. Register your organisation

The second step you need to complete is the registration of your organisation. In this process you will need to provide basic administrative and legal data as well as some contact details.Upon completing the registration of your organisation, you will receive a PIC number. The PIC or Participant Identification Code is a 9-digit number serving as a unique identifier for organisations (legal entities) participating in EU funding programmes. This unique identifier of your organisation will be used as a reference by the Commission in any interactions.

Step 3. If you are an SME, you need to complete the SME Self-Assessment

If the SME-status is not an eligibility criterion for your call, you can skip this step. You may simply declare such a status in the Participant Register without going through the SME Self-Assessment. If you are applying for one that does, keep on reading!

Before submitting a proposal, you need to make sure that your organisation qualifies as an SME. In this process, which the system will prompt automatically if there is no recent information of your organisation (over 2 years), you will be required to complete the SME questionnaire. On it, you will need to enter the financial figures of the last approved accounting period of your organisation and of any other organisation that might be directly or indirectly related to it.

If your company has not been validated as an SME in the last 2 years, even if you had previously qualified as an SME, the system will demand that you re-do the SME Self-Assessment.

Step 4. Create the proposal

Once you have created your account, the next step is to log in and select the Call Topic for which you will submit your proposal. You will find it on the section “Search funding & tenders”.When you have selected it, press the “Start SUBMISSION” button and follow the steps, which include entering your organisation’s PIC number and selecting your role on the proposal (main contact or contact person). Once this is completed, you will have to indicate your project’s acronym and short summary (which can be edited later)

Step 5. Upload the proposal documents

If applicable, there will be an intermediate step in which you will have to select the partners which will be participating on the project by indicating their PIC number.

If you are following the step by step process, you will now arrive to step 5 which is called “Edit Proposal”. If you have logged out and came back, you will have to click on the Actions button next to the proposal and select Edit on your Funding & Tenders Portal personal area.

In this last step you will be requested to fill out the administrative forms through a step by step wizard, which include General Information, Administrative data of participants as well as Call-specific questions.

After this, you will be asked to upload part B – Project description and implementation and the Annexes.

When you have uploaded everything, press validate and submit and if there are no errors, the ‘Proposal Submitted’ Page will appear.

Now it’s your turn to submit your proposal!

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