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. 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. 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. (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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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