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Irene Larroy, 9- 14th May 2010
www.lavic.cat
DAY 3
    Proposal evaluation +
 Grant Agreement negotiation



Jornada ACTec: Introducció a–la redacció de Amman 9-14de p...
Day 3 – Proposal evaluation + Grant Agreement Negotiation
9.00-10.30      Session 1:
                 Exercise 5 “Consort...
Exercise about Consortium building
                        (exercise 3)




Jornada ACTec: Introducció a–la redacció de Am...
(Exercise):
      Insert your organisation profile in Cordis
 https://cordis.europa.eu/sur/index.cfm?fuseaction
          ...
Proposal evaluation




Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i
                FP7 Tra...
Open the “Guide for Applicants_ICT_Call 6”
 Go to page 29 “Evaluation criteria and procedures”




Jornada ACTec: Introduc...
Scoring the proposals
• Each one of the criteria are evaluated and get
  an score between 0 and 5
• In general, each crite...
Interpretation of scores
 • 0- The proposal fails to address the criterion under
   examination or cannot be judged due to...
Interpretation of the scores
• 0- The proposal fails to address the criterion under
  examination or cannot be judged due ...
Impact?
                          Work plan?
                                                                             ...
Exercise 6: proposal evaluation




Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i
           ...
Exercise 7: register as evaluator




        https://cordis.europa.eu/emmfp7/index.cfm




Jornada ACTec: Introducció a–l...
Grant Agreement
                   negotiation




Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+...
Sections of the Grant Agreement
  •   Core Model Grant Agreement - the GA itself
  •   Annex I - Technical Annex
  •   Ann...
Sections of the Grant Agreement
• Core Model Grant Agreement
   – Contractual obligations between the EC and the
     Cons...
The coordinator leads the negotiation with the
  European Commission.

  If you are the coordinator, 2 very important
  do...
Different Agreements in FP7



                                        Coordinador




               Partner 2           ...
Invitation to negotiation
• The Coordinator of the proposal is invited by a formal
  letter signed by the Project Officer ...
Changes during the Negotiation

• Proposal becomes Project only after the
  signature of the Grant Agreement (Contract)
• ...
Part A of proposals
• Part A of proposal is transferred into the Grant
  Agreement Preparation Form (GPF)
  – special elec...
Part B of proposals
• Part B of the proposal should be transformed into what
  will become the Description of Work (Annex ...
The Consortium Agreement
 • The conclusion of a Consortium
   Agreement (CA) before the signature of the
   Grant Agreemen...
CONTACT
                                    Irene Larroy
                                 LAVIC Technologies
             ...
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Day 3 FP7 Week

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Transcript of "Day 3 FP7 Week "

  1. 1. Irene Larroy, 9- 14th May 2010 www.lavic.cat
  2. 2. DAY 3 Proposal evaluation + Grant Agreement negotiation Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  3. 3. Day 3 – Proposal evaluation + Grant Agreement Negotiation 9.00-10.30 Session 1:  Exercise 5 “Consortium building” - Insert your profile in Cordis 10.30-11.00 Coffee-break 11.00-12.00 Session 2:  Who evaluates my proposal? The main aspects of evaluation process  Criteria applying to the different types of programme lines and instruments  The evaluation process: what the proposers need to know in order to maximise the effectiveness of their proposal  Exercise 6 “Evaluation of a section of a proposal”  How to become an evaluator? Using the EMM database  Exercise 7 “Registering in EMM” 12.00-13.00 Lunch 13.00-14.30 Session 3:  Negotiation with commission –overall process  Grant Preparation Forms (GPFs)  Unique Registration Facility (URF)  Exercise 8 “GPF filling” 14.30-15.00 Coffee-break 15.00-16.00 Session 4:  Consortium agreement negotiation with partners  Consortium check list Jornada ACTec: Introducció a–lafor individual questions with trainer 16.00-17.00 Optional timeSTRD Project – Amman 9-14de projectes d'R+D+i FP7 Training redacció de memòries May 2010 www.lavic.cat
  4. 4. Exercise about Consortium building (exercise 3) Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  5. 5. (Exercise): Insert your organisation profile in Cordis https://cordis.europa.eu/sur/index.cfm?fuseaction =Reg.UserRegistration Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  6. 6. Proposal evaluation Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  7. 7. Open the “Guide for Applicants_ICT_Call 6” Go to page 29 “Evaluation criteria and procedures” Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  8. 8. Scoring the proposals • Each one of the criteria are evaluated and get an score between 0 and 5 • In general, each criteria need at least 3 points to pass the threshold established by the EC • In general, the total score of the proposal must be over 10 points to pass the threshold • If any of the criteria is under 3 points or the total scoring of the proposal is under 10 points, the proposal will be rejected  under the threshold Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  9. 9. Interpretation of scores • 0- The proposal fails to address the criterion under examination or cannot be judged due to missing or incomplete information • 1- Very poor. The criterion is addressed in a cursory and unsatisfactory manner. • 2- Poor. There are serious inherent weaknesses in relation to the criterion in question. • 3- Fair. While the proposal broadly addresses the criterion, there are significant weaknesses that would need correcting. • 4- Good. The proposal addresses the criterion well, although certain improvements are possible. • 5- Excellent. The proposal successfully addresses all relevant aspects of the criterion in question. Any shortcomings are minor. Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  10. 10. Interpretation of the scores • 0- The proposal fails to address the criterion under examination or cannot be judged due to missing or incomplete information • 1- Poor. The criterion is addressed in a cursory and unsatisfactory manner or there are serious inherent weaknesses in relation to the criterion in question. • 2- Fair. While the proposal broadly addresses the criterion, there are significant weaknesses • 3- Good. The proposal addresses the criterion well, although improvements would be necessary. • 4- Very Good. The proposal addresses the criterion very well, although certain improvements are still possible. • 5- Excellent. The proposal successfully addresses all relevant aspects of the criterion in question. Any shortcomings are minor.. Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  11. 11. Impact? Work plan? This partner is a wolf? Or a sheep? So we finished the projects, what we do now with the results? You are not answering what they ask for Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  12. 12. Exercise 6: proposal evaluation Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  13. 13. Exercise 7: register as evaluator https://cordis.europa.eu/emmfp7/index.cfm Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  14. 14. Grant Agreement negotiation Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  15. 15. Sections of the Grant Agreement • Core Model Grant Agreement - the GA itself • Annex I - Technical Annex • Annex II - General conditions to the GA • Annex III - Specific provisions for different types of projects (funding schemes) • Annex IV - Form A (accession of partners to the GA) • Annex V - Form B (request for accession of a new partner to the GA) • Annex VI - Form C (financial statement for each partner) • Annex VII - Form D (terms of reference for the certificate of financial statements) • Annex VII -Form E (terms of reference for the certificate on the methodology) • Special Clauses Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  16. 16. Sections of the Grant Agreement • Core Model Grant Agreement – Contractual obligations between the EC and the Consortium – Starting date and duration of the project – Total funding – Amount of pre-financing – Reporting periods – Communications – Models available in Cordis • Annex I – Technical Annex – Technical description of the work (previous Part B) Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  17. 17. The coordinator leads the negotiation with the European Commission. If you are the coordinator, 2 very important documents to read: - Negotiation Guidelines - NEF user guide Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  18. 18. Different Agreements in FP7 Coordinador Partner 2 Partner 3 Partner 4 Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  19. 19. Invitation to negotiation • The Coordinator of the proposal is invited by a formal letter signed by the Project Officer to negotiate his proposal with the Commission – a time and date for the negotiation meeting (if any) – the recommendations from the expert evaluators – the recommended grant – the Negotiation Mandate – starting to prepare the Grant Agreement Preparation Forms (GPF) If there are not too many changes required for a proposal, the Project Officer may agree with the Coordinator, not to organize a Negotiation meeting  Negotiation via e-mail and phone Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  20. 20. Changes during the Negotiation • Proposal becomes Project only after the signature of the Grant Agreement (Contract) • Part B of the proposal is called “Description of Work” • When the Grant Agreement (GA) is signed, the Description of Work becomes “Annex I” to the GA. Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  21. 21. Part A of proposals • Part A of proposal is transferred into the Grant Agreement Preparation Form (GPF) – special electronic form partially filled in by the Commission with data collected from Part A of proposal – more details are required to each partner – A1, A2, A3 (budget) • Duration: 2 – 3 weeks (normally) Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  22. 22. Part B of proposals • Part B of the proposal should be transformed into what will become the Description of Work (Annex I) • It will be an Annex to the Grant Agreement  extremely important (what you write you are doing in the Annex, you’ll have the obligation towards the EC to do so. i.e deliverables) • It should take into consideration all recommendations made by the evaluators and the Project Officer during the Negotiation • Duration: normally 3-4 weeks (in parallel with Part A) Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  23. 23. The Consortium Agreement • The conclusion of a Consortium Agreement (CA) before the signature of the Grant Agreement is mandatory in almost all the calls • It regulates the internal functioning of the consortium and the way the partner will distribute the Intellectual Property Rights • It is a complex legal document, see models in Cordis. • Try to have an excellent CA. Important! Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat
  24. 24. CONTACT Irene Larroy LAVIC Technologies C/Montserrat 8, D 08172 Sant Cugat del Vallès Barcelona t. +34 93 5895936 f. +34 93 6742159 irene.larroy@lavic.cat Jornada ACTec: Introducció a–la redacció de Amman 9-14de projectes d'R+D+i FP7 Training STRD Project – memòries May 2010 www.lavic.cat

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