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The Role of the Framework 7 Advisor. PRESENTER. Your Name Your email. Websites www.hyperion.ie/fp7advisor.htm. Based on Training Course for Framework 7 Advisors www.hyperion.ie/fp7advisorscourse.htm. The FP7 Advisor from ‘Call’ to the Audit. Evaluation. Proposal. Negotiation. Project

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PRESENTER

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  1. The Role of the Framework 7 Advisor PRESENTER Your Name Your email Websites www.hyperion.ie/fp7advisor.htm Based on Training Course for Framework 7 Advisors www.hyperion.ie/fp7advisorscourse.htm

  2. The FP7 Advisor from ‘Call’ to the Audit Evaluation Proposal Negotiation Project Duration Possible Audit Services? Services? Services? Services? General Services to Researchers (Proactive Services)?

  3. 10. Security+ Call 1 Call 2 ------ Call n 1. Health Call 1 Call 2 Call 3 ------ Call n Proposal Evaluation Proposal Writing Funding Schemes The Structure of Framework 7 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Framework 6 Framework 7 Collaborative Research Networks of Excellence Co-ordination/Support Research for SMEs Marie Curie Fellowship Frontier Research Grant Rules and Procedures Selecting Partners Proposal Guidelines • Evaluation Criteria • Scientific Excellence • Implementation • Impact

  4. Support Services + Research Managers The Role of FP7 Support Services Science/Technology Consortium Agreement Typical Researcher European Network (Partners) Finance and Administration Understanding EU Policy Understanding ‘Business Needs’ ‘ Society Needs’ Management Skills Exploitation of Results

  5. Skills available in FP 7 Advisor’s Office? Identify Topics+ Funding Schemes Consortium Agreement Help Identify ‘Best Partners’ Understanding EU Policy ‘Business Needs’ ‘ Society Needs’ Finance and Administration How to Write ‘Impact’ Legal Rules of FP7 Implementation of Project

  6. The BEST Strategy (Research Group) Best Science (‘Niche’) Scientists Best Partners Implementation / Impact Research Managers + Support Services The Commission’s Guidelines (Legal, Contractual, Financial)

  7. Science, Management and Policy in Framework 7 Evaluation Proposal Negotiation Project Duration Possible Audit Science Management and Administration Relevance and Impact on EU Policy

  8. From the ‘Call for Proposals’ to the Audit Evaluation Proposal Negotiation Project Duration Possible Audit Grant Reports+‘Claims’ 3 Months 6 Months 6 Months 60 Months 60 Months Total Lifecycle (one project): 135 months (11.25 years)!

  9. Framework 7Advisor’s Office ‘Peak Times’ Evaluation Proposal Negotiation Project Duration Possible Audit Grant Reports+‘Claims’ Effort If Audit Occurs Annual Reports/Claims

  10. FP7 Advisor (Pre-proposal Activities) Evaluation Proposal Negotiation Project Duration Possible Audit Pre- Proposal Sourcing ‘Draft Work programmes’ Preparing support staff (legal, financial, administration issues) ‘Signposting’ - Informing/stimulating researchers Training Courses /Workshops on Proposal Writing Contacts with NCPs, (Organise funding for proposal writing) NCP (National Contact Point)

  11. FP7 Advisor from ‘Call’ to the Deadline Evaluation Proposal Negotiation Project Duration Possible Audit Identify most suitable ‘Topics’ and Funding Schemes Advice on selecting strategic partners + role in projects Funding for proposal writing EPSS, Templates, Spreadsheets Pre-check proposal (Legal, financial, intellectual property) Call for Proposals Alert Service Sample Proposals EPSS (Electronic Proposal Submission Software) NCP (National Contact Point)

  12. FP7 Advisor (Negotiation of Grant Agreement) Evaluation Proposal Negotiation Project Duration Possible Audit Review of Evaluators Comments and Recommendations Support for FP7 software tools (GPF, Excel spreadsheets, etc.) Advice on Model Grant Agreements/Consortium Agreements Financial Forms (calculating budgets and signing forms) Attend Grant Negotiation meetings in Brussels GPF (Grant Preparation Forms)

  13. FP7 Advisor (During the Project) Evaluation Proposal Negotiation Project Duration Possible Audit Advice on Legal and Financial Issues Preparation/Review of ‘Claims’ (Form C + Certs) Troubleshooting (‘Fire fighting’) Annual Reports, Mid-Term Reviews and Final Reviews Amendment to Grant Agreement

  14. FP7 Advisor (During the Audit) Evaluation Proposal Negotiation Project Duration Possible Audit Preparation of Documentation for Audit Support Audits Team during visit Answer questions by Audit Team (after visit) Review Audit Report – recommend revisions Pay money to European Commission (or reclaim money!)

  15. Promote Networking Encourage Researchers to be Proposal Evaluators Identify EU R&D Associations/Networks Strategy for Relevant European Conferences The FP7 Advisor (General Services) Evaluation Proposal Negotiation Project Duration Possible Audit Briefing (Lobbying) Formal/Informal contacts with Commission (EC) Contacts with support services (NCPs, Help-desks) EC (European Commission) NCP (National Contact Points)

  16. How to Work with National Contact Points Key Point Direct Contacts with European Commission Pre-Call Advance information on the Workprogramme Analysis of results of previous ‘Call’ Arrange meetings with EC Officers (new ideas) During Call for Proposals Workshops on ‘Call’ (EC Officials attend) Arrange Meeting with EC Officer (difficult) Funding for Proposal Writing Advice on Legal/Financial Issues (special NCP_ Evaluation Early indication of results General Recommendation for Proposal Evaluation Recommendations for Committees/Conferences NCPs (FP7) http://cordis.europa.eu/fp7/ncp_en.html

  17. Services Required by Different Researchers Guaranteed Winners Administrative Support (Finance, Contractual) Money for Proposal Writing Up-to-date information Briefing (lobbying) Potential Winners Step by Step Support Short-cuts/Secrets Beginners Training Courses How to get started Success Stories from FP6/FP7 Visible Benefits from Participation No Hope

  18. Vision/Strategy Scientific Reputation Concerns Implement Strategy Increase Income Improve Reputation Concerns Concerns Clear procedures Relevant Skills Resources Funding Freedom Concerns The Concerns of the Different Players Directors Managers Support Services Research Groups Proposals

  19. Examples of ‘Targets’ for Framework 7 Targets: Proposal Stage Number of proposals submitted? New participants? Number of proposals coordinated? Success rate for proposals: e.g 1:2 Cost of submitting proposals ? Financial income (e.g. € 2 million per annum) Targets: Project Stage Number of coordinated projects: Type of Projects (Research, Networks, Marie Curie) Number of publications/citations No. of PhDs? Targets: Outputs Number of patents/licences/products Start-ups Targets should be: Specific, Measurable, Achievable, Reasonable and have a Time frame (SMART)

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