Proposal dra*ing – Presenta1on of a call projects proposals dealing with Innova4on Leonardo Piccine5 Managing Director Europe for Business Ltd
Content 1. Main principles of H2020 2. Type of ac=ons 3. Evalua=on principles 4. Before you start…=ps and lessons learnt 5. Frequent mishaps 6. Where to find informa=on 7. Understanding Innova=on process in H2020 proposal
H2020 – What are the main principles? • 2-year work programme to allow for be>er prepara?on of applicants • Challenge-based • Technology Readiness Levels to specify scope of ac?vi?es • Indica?ve project size range • A single funding rate per project • A single indirect cost model • A single ?me to grant of 8 months
A single funding rate • One project = One rate ü For all beneficiaries and all ac?vi?es in the grant. ü Defined in the Work Programme: ‒ Up to 100 % of the eligible costs; ‒ but limited to a maximum of 70 % for innova?on projects (excep?on for non- profit organisa?ons - maximum of 100%) A single indirect cost model ü Flat rate: 25% on total cost
Time to grant Informing Grant Agreement Deadline Applicants Signature 04 June 2015 04 November 2015 04 February 2016 0 5 8 Months Months Evaluation GA preparation
H2020: What type of ac=ons? RIA IA CSA * 100% for non-profit Mostly 3 beneficiaries 3 beneficiaries legal entities (with some exceptions to 1 beneficiary, check the 3 beneficiaries Work Programme)
H2020 Evalua=on principles • Fair and equal treatment of all proposers • Based on the criteria announced in the Work Programme • Confiden?al process, no conflicts of interest • Independent external experts • Compe??ve process • Indica?ve budget (per topic) as guidance • Basic steps of the evalua?on process • Eligibility Admissibility condi?ons • Award criteria (assessed by external experts)
H2020 Evalua=on principles • Transparent procedure • Criteria are published in the General Annexes of the Work Programme • Instruc?ons and advice are included in the Grants Manual • Examples of forms and templates are public
Evaluation • Award criteria: 1. Excellence 2. Impact 3. Quality & efficiency of implementation • Only the best proposals not requiring negotiations will be selected
Aspects for the EXCELLENCE All ac?ons • Clarity and per?nence of the objec?ves • Credibility of the proposed approach RIA+IA Soundness of the concept, including trans-disciplinary considera?ons, where • relevant Extent that the proposed work is ambi?ous, has innova?on poten?al, and is • beyond the state of the art (e.g. ground-breaking objec?ves, novel concepts and approaches) CSA Soundness of the concept • Quality of the proposed coordina?on and support measures •
Aspects for the IMPACT All ac=ons • The expected impacts listed in the work programme RIA+IA • Enhancing innova?on capacity and integra?on of new knowledge • Strengthening the compe??veness and growth of companies by developing innova?ons mee?ng the needs of European and global markets; and, where relevant, by delivering such innova?ons to the markets; • Any other environmental and socially important impacts RIA+IA+CSA • Effec?veness of the proposed measures to ü exploit and disseminate the project results (incl. manag. of IPR), ü communicate the project, ü manage research data, where relevant
Aspects for the QUALITY AND EFFICIENCY OF THE IMPLEMENTATION All ac?ons • Coherence and effec?veness of the work plan, including appropriateness of the alloca?on of tasks and resources • Complementarity of the par?cipants within the consor?um (when relevant) • Appropriateness of the management structures and procedures, including risk and innova?on management
Ethics • In addition to the scientific evaluation, an ethical review of the proposed action is carried out to assess and address the ethical dimension of activities funded under Horizon 2020 • The Ethics Appraisal Procedure ensures that all activities under H2020 are conducted in compliance with fundamental ethical principles • A number (10) of ethics issues are checked, e.g. humans cells, animals, environmental protection, protection of personal data, • When preparing the proposal, it is required to conduct an Ethics Self- assessment starting with the completion of an Ethics Issues Table in the Proposal submission forms, and in case, an Ethics Self- Assessment in Part B • All proposals above threshold and considered for funding will undergo an Ethics Review carried out by independent ethics experts
Before we start: to lift the fog of the terminology • Proposal: Your application – Proposal submission forms (e.g. general info, participants, budget, ethics) – Part B Section 1-2-3 (the technical work programme, objectives and impacts) – Part B Section 4-5 (consortium, ethics and security) – Optional: Ethics annex • Participants Portal: home of the Commission’s electronic submission tool – obligatory for H2020 proposals • Consortium: A team of organisations submitting the proposal – with one defined Coordinator
Before you start… key documents > " Work Programme’: background, topics and budgets > General annexes to the general Work Programme: list of countries, eligibility and admissibility conditions, evaluation criteria and procedure, scoring and thresholds, etc. > Submission forms and templates: essential forms and guides to draw up and submit your proposal > Guide to the submission and evaluation process
Define your specific objective & target group • What concretely would you like to achieve? • Whom do you want to address? • Make sure you know the current (market) situa?on and your star?ng point • For market uptake ac?ons (CSA), make sure you check the project database • Take a reality check before you invest your ?me: inves?gate the interest amongst target group and major stakeholders
From the call to the project 1. Publication of the call (> 3 months open) – Submission of the proposal by project coordinator 2. Submission deadline – Evaluation Process (<5 months) => List of proposal for funding => Reserve list 3. Invitation for GA – Preparation and signature of Grant Agreement (<3 months) - Legal text - Description of Work (DoW) based on the proposal text 4. Consortium Agreement – accession of other partners to the GA 5. Execution of the project International Master in European Project Planning and Management David Kolman Helmholtz Association
Considerations before preparing a proposal – fit for purpose 1. Do I have a topic that has to be addressed in international cooperation? Or is national funding more appropriate? European added value: Why should the EU fund the project? 2. Does my project idea answer the request of an H2020 call? 3. What are the strategic focuses and interests of my institution? What is the EU strategy of it, and how can it be implemented? Why should my institution participate in EU programs at all? 4. Is my institution ready to commit itself to the project obligations, including financial and legal ones? If all answers are positive/supportive, then go ahead and good luck !!! International Master in European Project Planning and Management David Kolman Helmholtz Association
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Produce a first outline of your idea Write a preliminary 2-3 pages about your: > > objec?ves > target group > major steps (work packages) > intended consor?um (countries, types of organisa?ons) Internal reality check: Use it as first base to discuss with poten?al partners > External reality check: Consult with market actors – check their > understanding and interest. Profit from their feedback to decide whether to take your idea forward
Design and invite your consor?um Be selective – make an appealing choice! • Stay consistent – keep to your objective & target group • Do not cover the EU map artificially – make a fitting choice • Explore alternatives early, but be ready to change plan – • change/renounce a country if you do not secure THE right partner Keep your partners motivated - agree a working method • for the proposal phase, make a plan for their contributions
Start writing the detailed proposal – Work Plan • Fine-tune your aim and your target group • Take your ?me to decide the best methodology to be applied – can it deliver? Think impact! • Define your main working steps • Follow the guide on number of pages
Finish with the fine-tuning The technical annex must give a detailed descrip?on of the project idea and work plan , which: divides the planned work into work packages , • assigns the related responsibili?es and resources within the consor?um, • sets out a project ?me schedule, main milestones and deliverables , • describes the project management structure, • describes the communica?on and exploita?on plans. •
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