Embed Size (px)
Citation preview
Getting Ready for FP7Thessaloniki, Greece, 8-9 March, 2007
Getting Ready for FP7Thessaloniki, Greece, 8-9 March, 2007
Fundamental ConceptsFundamental Concepts
• Participation is via Trans-European collaborative projects and proposals
• In response to specific calls for proposals
• Proposals may be written by any (or all) of the participating partners, however in practice they are most usually initiated and developed by a small number of core partners
• Proposal preparation takes anything between a few months and a few weeks ahead of submission
• Evaluation by external experts
• Project implementation lasts typically around 2-5 years and is subject to contract
Fundamental Concepts Summary of Key Phase Characteristics
Fundamental Concepts Summary of Key Phase Characteristics
5. Roll-Out & Implementation
Establish contacts & agreements
Establish contacts & agreements
Partner search
Partner search
Admin. & Legal Mgt
Admin. & Legal Mgt
Payments & Financ. Mgt
Payments & Financ. Mgt
Auditing Auditing
Reporting Reporting
IPR Mgt. IPR Mgt.
Technical Work
Technical Work
EC templates & submission forms
EC templates & submission forms
Agree on overall budget & partner shares
Agree on overall budget & partner shares
Role in proposal & target budget
Role in proposal & target budget
Proposal idea & proposal summary
Proposal idea & proposal summary
Explore initial contacts
Explore initial contacts
Action Plan for proposal development
Action Plan for proposal development
Final proposal submission
Final proposal submission
Allocation of proposal parts among partners
Allocation of proposal parts among partners
Negotiation & re-costing
Negotiation & re-costing
Final contract signature = effective start of project
Final contract signature = effective start of project
Consortium Agreement
Consortium Agreement
4. Contract
Negotiation
3. Proposal Development
2. Consortium
Formation1. Feasibility
Fundamental Concepts – Consortium Formation Core Points
Fundamental Concepts – Consortium Formation Core Points
• FP7 consortia MUST be characterised by a range of complementarity in terms of
– Expertise
– Disciplines
– Geography
– Organisation types (e.g. academia, SMEs, etc)
– Human resources
• Number of partners depends on
– Subject, tasks, project type - minimum three partners from three Member States or Associated Countries
• An experienced co-ordinator is an important plus
• Established contacts
– Previous or current project partners
– Business partners
• Internal organisation / company networks and communication channels
• Private Partner Search
– Databases in ICT-related projects like SEE-INNOVATION, EASIER, SECURE-FORCE, etc
• Public Partner Search
– Cordis, IDEAL-IST FP7, etc
Fundamental Concepts – Finding Partners 1/2
Fundamental Concepts – Finding Partners 1/2
• And also
– ETP Partner Searches
– Targeted potential customers / distributors
– FP6 projects database
– Patent databases
– EU conferences and publications
– Information Days and other events
– National Contact Points & Innovation Relay Centres
Fundamental Concepts – Finding Partners 2/2
Fundamental Concepts – Finding Partners 2/2
Fundamental Concepts – Proposal Structure
Fundamental Concepts – Proposal Structure
• Section 1 – Scientific and/or technical quality– Concept & objectives– Progress beyond the state-of-the-art– S/T methodology and associated work plan– Exploitation and Dissemination
• Section 2 – Implementation– Management structure & procedures– Individual participants– Consortium as a whole– Resources to be committed
• Section 3 – Impact– Expected impacts listed in the work programme– Dissemination and/or exploitation of project results,
and management of intellectual property
• Section 4 – Ethical Issues
PART B – Proposal ContentPART A – Proposal Submission Forms
• A1 – General information on proposal (title, abstract, etc)
• A2 – Information on co-ordinator and other partners
• A3 – Cost breakdown by type of cost categories and partner
• Focus
– There should really be only one high-level objective
• Consortium credibility and quality
• Management aspects and resource allocation
• Workable and realistic work plan with well-defined milestones / deliverables / and success metrics
• Well-identified risks and contingency plans
• Exploitation and anticipated impact
Fundamental Concepts – Key Proposal Elements
Fundamental Concepts – Key Proposal Elements
Fundamental ConceptsProposal Submission and Evaluation
Fundamental ConceptsProposal Submission and Evaluation
• One stage e-submission via EPSS – Electronic Proposal Submission System
• Eligibility Check – time of receipt, min. partners, proposal complete, other specific to call
• Evaluation via 3 independent experts incl. non-EU evaluators
– Evaluators selected from central database and by invitation and checked for any conflict of interest
• 3 evaluation criteria only – for each funding scheme per Work Programme
• Feedback via ESR and later by official letter of outcome of ranking process (including unsuccessful applications)
• FP7 – the EU offer
– Almost € 50m in top-down research priorities
– ICT takes the lion’s share of this budget – close to € 1,2 b distributed among 7 strategic challenges (+ FET)
– Two key modes of participation – as partner, or as co-ordinator
– Three funding schemes – CP (IPs and STREPs), NOEs, CSA
– Participation is through collaborative research projects funded at 50%-100% depending on activities
• Research by public institutions and SMEs is funded at 75%
FP7 ParticipationThe Current EU Offer
Technological offer
Participation Modalities Two Case Scenarios
Research offer
Project idea Co-ordinator
Partner
• Three key things to consider – – (A) What projects need
• A good partner, that shares the consortium vision and is able to perform a given set of activities
• A partner who is reliable and sticks to its mission
• A partner who communicates well and understands how EU projects work from a financial and administrative point of view
– (B) What kind of project you want
• A project that helps you implement a strategy or reach an important objective
– (C) How do you get onboard the project that you want• Customizing your research offer
Entering in FP7 projectsParticipating as Partner
Entering in FP7 projects Grasping an OpportunityEntering in FP7 projects Grasping an Opportunity
• When identifying an FP7-related opportunity, you need to
– Screen proposal idea
– Check role proposed and also• Man effort, cost and ROI (Return on Investment) involved
• Other potential benefits accruing from role – e.g. new market opportunities, improved efficiencies, access to new technologies (avoid missing the train) , etc
– If in agreement, supply required info• Organisation profile and 2-3 short CVs
• Man month rate & and – if applicable – overhead rate
• A2 forms, Letter of Commitment, technical input, etc
• Remember the basics of partneship formation – consortia require complementary partners with distinct, well-justified roles
– Participation of the right partners in consortia is ESSENTIAL to success – key successful partner features include
• Interest and motivation
• Inherent capabilities in IST domains
• Familiarity with FP procedures, past experience in EU RTD projects
• Access to local IST market, contacts
• Reliability, good command of English
• Resources
• Critical mass / sustainability
Entering FP7 ConsortiaResponding to an Idea
• Research expertise offered
– Brief description of the benefits of the research / technology including key technical and competitive advantages
• Innovative aspects and specific features
– What does the research / product do, and in what applications can it be used?
• State-of-the-research / technology / closeness to the market
– Specify / describe the particular market sectors in which this technology could be applied
• IPR, patents, etc
Building a Profile for Research Co-Operation1/2
• Shared Vision
– Why do you want to participate in this specific research project
• Suitability
– How does your profile match that of the type of partner sought?
• Complementarity
– What is your unique contribution to the project and the
consortium?
• Capacity
– Do you have enough AND suitable resources?
Building a Profile for Research Co-Operation2/2
Strategy for FP7 In Brief…
Strategy for FP7 In Brief…
• Develop or participate in an excellent idea for an excellent project
• Develop and cultivate contacts with European research institutes and organisations
• Render your profile and scientific / technology potential visible and accessible
• Make yourself familiar with
– FP7, the ICT workprogramme and call specifics, procedures, regulations
– The EU-policy in your specific field ("European Added Value")
Any questions?
For Further InfoFor Further Info
• On participation in FP7– http://cordis.europa.eu/fp7/participate_en.html
• On ICT in FP7– http://cordis.europa.eu/fp7/ict/– www.efpconsulting.com/tools (M. Morron FP7 book)
• On proposal development and e-training courses– http://www.hyperion.ie/eTraining%20Courses.htm
• ICT helpdesk for proposers’ questions– [email protected]
• Partner search facilities– Cordis database: http://cordis.europa.eu/ist/partners/partner.htm– IDEALIST: http://www.ideal-ist.net/ – SEE-INNOVATION, IS2WeB, and other SSA databases:
www.see-innovation.org, www.is2web.org ,…
Thank You!• For more info, please contact
– [email protected]– [email protected]– [email protected] – [email protected]
