Pera working with Pathway on Horizon 2020 grant funding The Customer Journey for applicants for the Horizon 2020 European Commission Funding, Access grant funding and reduce the risks involved in developing new products We know that creating new products costs time and money, which most small to medium sized organisations (SMEs) don't have. By accessing funding through public and private sources, you can create new products and processes, without having to pay for the development costs yourself.

2. Pre-qualification POINT completion
and assessment
Kick-off
Meeting
Phase One
Writing
Once you have signed a
Mutual Confidentiality
Agreement, your Regional
Manager will visit you to
discuss your idea and to
explain what the EU Horizon
2020 programme is about,
and what can be achived
through engaging with it and
Pera Technology.

3. Results of Phase 1 application are
received approximately 2/3 months
after EC submission deadline.
1. All Clients who have received an
invitation to appoint the LEAR
are requested to send it to Pera
Technology’s Account Management
Team who will contact each Client
individually explaining the grant
preparation process.
2. The Client then sends a hard copy
of the LEAR documents to the EC,
while Pera Technology upload all
scanned version to their account on
the EC portal.
3. Pera Technology take the required
information out of the successful
proposal; work packages,
deliverables and upload Part B
(section 1-5 of the proposal as one
document) to the EC portal.
4. The EC will then encode the LEAR.
Pera Technology will then log in as
the LEAR, assign the roles required
(project legal signatory (PLSIGN)
and financial signatory (FSIGN)).
5. Pera Technology then request that
the Client electronically sign the
grant declaration of honour and
submit to the EC portal.
6. The Client is then to send an
email to the EC with their bank
account verification form. This is to
nominate which bank account they
would like the grant to go into and
is validated by the EC.
7. Pera Technology will check the
Client account every few hours,
each day to see if the Grant
Agreement has become available.
When it appears, Pera Technology
will then contact the Client and
let them know that the Grant
Agreement is ready to sign.
8. Client signs the Grant Agreement
and within a few days, the EC also
signs the Grant Agreement. The EC
then provides the Client with the
project start date.
The Kick-off meeting at this stage
typically follows this process:
• Project aims
• Project deliverables time line
• Project activities
• Project schedule
• Current project status
• Phase 2 writing requirements
• High level project risks
• Budgets and reporting
• Next meeting dates.
As well as facilitating the kick-off
meeting, Pera Technology would
help the Client with the relevant
deliverables as detailed in the
Phase 1 proposal.
Where appropriate these activities
could include those shown in the table
on the back of this document.
Further to these activities, Pera
Technology could also create a
Phase 1 Business Plan using the
following structure:
• Section 1 Introduction
• Section 2 Market opportunity
• Section 3 Business case and value
proposition
• Section 4 Technology
• Section 5 Commercialisation strategy
• Section 6 IPR
• Section 7 Financial projections
At the end of the Phase 1 process you
will have a Feasibility Study report
that will need to be submitted to the
EC along with a Phase 2 application
for funding.
As before, there will be a kick-off
meeting to gather the information
needed to write the proposal. Within
this proposal will be the following:
• Growth Strategy
• Mission (purpose), vision, identity,
objectives, goals
• Past performance and trends of
growth
• Management experience
• Resources required to fuel the
growth strategy
• Logic Train
• Business Plan
• Five year detailed forecasts
• Market data – volumes, targets, size,
segments, penetration
• Routes to market – how do you plan
to sell your first one, ten, hundred
and why will they buy?
• Long term view for the business/
plans
• State-of-the-Art
• Buying Drivers
• Business Model Canvas and Value
Proposition Canvas
• Technical Plan and Work Packages
• What are the challenges to
prototyping?
• What work is required?
• Work packages and task details.
• Risks and mitigations
• Freedom to operate
All of this will culminate in a proposal
to the EC which is submitted along
with your Phase 1 Feasibility report.
After 8-12 weeks the EC should send
you an email letting you know if you
have been successful.
At this point you will have a project
kick-off meeting with your Project
Manager and begin on the work
packages previously agreed during the
Phase 2 writing stage.
Phase One
Grant Support
Phase One
Delivery
Phase Two
Writing
Phase Two
Project

4. Define
and Identify
Co-define existing
landscape
Identify the
opportunities
Explore
and Create
Develop new
concepts
Refine ideas
Evaluate
and Select
Test demand
and feasibility
Execute
and Deliver
Commercial model
construction
Competitor Landscaping Technology Mapping Market Market Access Planning
Market Landscaping Market Opportunities Technology Partnering and Licensing
Technology Landscaping Trend Analysis State-of-the-Art Technology Brokerage
White Space Identification Systematic Innovation Life Cycle Analysis Business Modelling
Horizon Scanning Idea Generation Patent Modelling Funding Acquisition