Training Seminar


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