TRAINING SEMINAR
THE PROJECT CIRCLE
Technical, Administrative, Financial
and Legal Aspects of FP6 Project
Preparation and Completion
Programme information
2nd Training-Seminar - Bratislava
THE PROJECT CIRCLE, TECHNICAL, FINANCIAL AND LEGAL ASPECTS OF
FP6 PROJECT PREPARATION AND COMPLETION
PROGRAMME
at a glance
Thursday, 27 January 2005
08:30 - 09:00 Registration
09:00 - 09:25 General Background
The 6th Framework Programme – The IST Priority
By Stephan PASCALL
09:25 - 09:35 Questions and answers
09:35 - 10:00 How can the NCP support you?
By Ms. Maria BUCIOVA
NCP in Slovakia
10:00 - 10:10 Questions and answers
10:10 - 10:50 Project Life Cycles (1)
By Willy Van PUYMBROECK
Overview of all contractual aspects
applicable to FP6 projects
10:50 - 11:00 Questions and answers
11:00 - 11:20 Coffee break
11:20 - 12:00 Project Life Cycles (2)
By Willy Van PUYMBROECK,
Continuation of the earlier session
12:00 - 12:10 Questions and answers
12:10 - 12:50 Financial Aspects (1)
By Willy Van PUYMBROECK,
Overview of all financial aspects
applicable to IST contracts
12:50 - 13:00 Questions and answers
13:00 - 14:30 Lunch Break
14:30 - 15:00 Financial Aspects (2)
Continuation of the earlier session
By Willy Van PUYMBROECK,
15:00 - 15:10 Questions and answers
15:10 - 15:50 Call 4 and 5 - Instruments
By Evangelos OUZOUNIS
15:50 - 16:00 Questions and answers
16:00 - 16:20 Coffee break
16:20 - 16:50 Round Table Discussion
16:50 - 17:15 Conclusions and closure day 1
By Stephan PASCALL
Friday, 28 January 2005
09:00 -09:10 Opening of Day 2 by Stephan PASCALL
09:10 – 09:50 Evaluation of proposals
By Evangelos OUZOUNIS
Overview of the evaluation process
09:50 - 10:35 The proposal evaluators view
By Prof. Borka Jerman Blazic
University of Ljubljana, Slovenia.
10:35 - 10:50 Questions and answers
10:50 - 11:10 Coffee break
11:10 - 12:05 Negotiation of proposals
By Evangelos OUZOUNIS
The selection process and the negotiation face
12:05 - 12:20 Questions and answers
12:20 – 13:00 How to write a successful proposal - A large organisations view (1)
By Jacob BANGSGAARD, International
Cooperation Manager, ERTICO
All you need to know to write a successful proposal
13:00 - 14:30 Lunch Break
14:30 – 15:15 How to write a successful proposal
- A large organisations view (2)
By Jacob BANGSGAARD
All you need to know to write a successful proposal
15:15 – 15:35 Questions and answers
15:35 - 15:50 Coffee break
15:50 - 16:30 How to write a successful proposal
A Germans SME’s view
By Joachim IRION
Irion Management Consulting GmbH
All you need to know to write a successful proposal
16:30 -16:40 Questions and answers
16:40 -17:00 Closure
By Stephan PASCALL
Training-Seminar
THE PROJECT CIRCLE, TECHNICAL, FINANCIAL AND LEGAL ASPECTS OF
FP6 PROJECT PREPARATION AND COMPLETION
DETAILED CONTENT
Thursday, 27 January 2005
Welcome (Stephan Pascall)
§ Seminar Objectives
§ Seminar Programme
The 6th Framework Programme – The IST Priority (Stephan Pascall)
§ Historical Perspective of the Framework Programme’s
§ Financial evolution of the Framework Programme’s
§ Framework Programme 6 (FP6)
§ Framework Programme 6 – The IST Priority
· Structure
· Financing
· Calls
How can the NCP support you? (Maria Buciova)
§ Role of an NCP
§ NCP Services
§ Networks of NCP
§ Nomination and Recognition Process
§ Cooperation between NCPs and the Commission
§ Contact your NCP
Project Life Cycle 1 & 2 (Willy Van Puymbroeck)
§ Negotiations - input to the contract
· Annex I - description of Work
· Contract Preparation Forms
· Contract Parameters
§ The contract
· Legal Framework
· Principles
§ Contractors
§ Collective responsibility
· Structure
· General conditions
§ Implementation and deliverables
§ Termination of the contract and responsibilities
§ General Financial Provisions
§ Controls, recoveries and sanctions
§ Intellectual property rights
§ Collective financial responsibility
§ Consortium Co-operation Agreement
§ Signature of the contract
§ Project reporting and project reviews
§ Evolution of the consortium
· New partners
· Partner withdrawals
· Competitive calls in Integrated Projects and Network of Excellence
§ Contract amendments
Financial Aspects 1& 2 (Willy Van Puymbroeck)
§ Introduction
· Principle of cost reimbursement
· Grant to budget and grant for integration
· Pre-financing, renewal of pre-financing and settled payments
· Cost reporting models
· Eligibility of costs
· Maximum reimbursements
§ Some new concepts introduced in FP6
· Third party costs
· Receipts
§ Financial Reporting
· Form C
· Justification of costs
· Audit certificates
Call 4 and 5 - Instruments (Evangelos Ouzounis)
The Strategic Objectives
§ Objectives - Focused Efforts to Maximise Impact
§ Strategic Objectives in WP2005-2006 (Call 4 and 5)
§ Call Publication
The Instruments
§ Integrated Projects (IP)
§ Network of Excellence (NoE)
§ Specific Targeted Research Projects (STREP)
§ Coordination Actions (CA)
§ Specific Support Actions (SSA)
Submission of proposals
§ Completing and sending your proposal to the EC
§ Cordis Web site
Round table Discussion
Friday, 28 January 2005
Evaluation of Proposals (Evangelos Ouzounis)
§ Evaluation criteria and Eligibility-check
§ Individual reading
§ Consensus Meetings
§ Panel Meetings
§ Hearings for IP&NoE
§ The ESR -Evaluation Summary Report
§ Communication of evaluation results to Member States & proposers
§ Ethical issues
§ Role of POs and Evaluators
The Proposal evaluators view (Prof. Borka Jerman Blazic)
§ Invitation to become evaluator
§ Commitments
§ Duties
§ On line and on site evaluation
§ Your role: evaluator/raporteur/panelist
§ Consensus building: problems and problem solving
§ Hearing participation
§ Decision making
§ Overall experience
Negotiation of proposals (Evangelos Ouzounis)
§ Negotiation process
§ Invitation to Negotiations
§ Negotiation Framework
§ Scope of Negotiation – technical, financial, legal, administrative
§ Meetings with the Commission
§ The consortium agreement preparation
§ Role of PO and Project Coordinator
How to write a successful proposal 1& 2 (Jacob Bangsgaard)
Proposal content
§ Clear objectives
§ The proposals parts
§ The Work plan
Mappings on the Work Programme
§ Searching for the correct Strategic Objective
§ Meeting the requirements of the call
The participants
§ Who can be a participant
· Partners should complement each other
· different types of organisations
· European balance
· Is there a balance in partners’ workload?
§ Where can a search for new partners?
§ The no “observers” rule
§ Organization’s expertise
The content
§ Is it clearly written?
§ The proposal meets a need?
§ Are the objectives clear?
§ Is the way to achieve them clearly laid out?
§ Are expectations realistic?
§ Timeframe reasonable?
§ Deliverables meaningful?
§ Sound project costs?
Allocation of responsibilities and financial aspects
§ The coordinator
§ Are the right people from each partner involved?
Proposal submission
How to write a successful proposal (Dr. Joachim Irion)
Practical hints on how to write a proposal from an SME point of view
Read the manuals
§ www.cordis.lu
§ work programme
§ guide for proposers
§ guidance notes for evaluators
Set up a plan/schedule for the proposal creation
§ when to start
§ proposal templates
§ proposal milestones
§ finishing up/check lists
How to write Part A (administrative information)
§ Form A1
§ Form A2
§ Form A3
How to write Part B (technical information)
§ Proposal summary page
§ B.1 Scientific and technological objectives of the project and state of the art
§ B.2 Relevance to the objectives of the IST Priority
§ B.3 Potential impact
§ B.4 The consortium and project resources
§ B.5 Project management
§ B.6 Work plan
(a) Implementation plan introduction – explaining the structure of this plan and the overall methodology used to achieve the objectives.
b) Work planning, showing the timing of the different WPs and their components (Gantt chart or similar)
c) Graphical presentation of the components showing their interdependencies (Pert diagram or similar)
d) Detailed work description broken down into work packages:
Work package list (use Work package list form below);
Deliverables list (use Deliverables list form below);
Description of each work package (use Work package description form below, one per work package)
§ B.7 Other issues