1-1 presenter the role of the framework 7 advisor your name your email websites websites

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PRESENTER

The Role of the Framework 7 Advisor

Your NameYour email

Websites www.hyperion.ie/fp7advisor.htm Websites www.hyperion.ie/fp7advisor.htm

Based on Training Course for Framework 7 Advisorswww.hyperion.ie/fp7advisorscourse.htm

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EvaluationEvaluation PossibleAudit

PossibleAuditNegotiationNegotiation Project

Duration

ProjectDurationProposalProposal

The FP7 Advisor from ‘Call’ to the Audit

General Services to Researchers (Proactive Services)?General Services to Researchers (Proactive Services)?

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Framework 6Framework 6

The Structure of Framework 7

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Framework 7Framework 7

Collaborative ResearchNetworks of ExcellenceCo-ordination/SupportResearch for SMEsMarie Curie FellowshipFrontier Research Grant

Collaborative ResearchNetworks of ExcellenceCo-ordination/SupportResearch for SMEsMarie Curie FellowshipFrontier Research Grant

Rules and Procedures

Selecting Partners

Proposal Guidelines

Rules and Procedures

Selecting Partners

Proposal Guidelines

Evaluation Criteria

•Scientific Excellence•Implementation•Impact

Evaluation Criteria

•Scientific Excellence•Implementation•Impact

10. Security+10. Security+ Call 1Call 1 Call 2Call 2 ------------ Call nCall n

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TypicalResearcher

The Role of FP7 Support ServicesScience/Technology

European Network(Partners)

UnderstandingEU Policy

Understanding‘Business Needs’‘ Society Needs’

Exploitation of Results

ManagementSkills

Finance andAdministration

ConsortiumAgreement

Support Services +Research Managers

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Skills available in FP 7 Advisor’s Office?Identify Topics+Funding Schemes

Help Identify ‘Best Partners’

UnderstandingEU Policy

‘Business Needs’‘ Society Needs’

How to Write ‘Impact’

Implementation of Project

Legal Rulesof FP7

Finance andAdministration

ConsortiumAgreement

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The BEST Strategy (Research Group)

Best Science (‘Niche’)Best Science (‘Niche’)

Best PartnersBest Partners

Implementation / ImpactImplementation / Impact

The Commission’s Guidelines(Legal, Contractual, Financial)

The Commission’s Guidelines(Legal, Contractual, Financial)

ScientistsScientists

ResearchManagers

+SupportServices

ResearchManagers

+SupportServices

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Duration


Science, Management and Policy in Framework 7

Science

Management and Administration

Relevance and Impact on EU Policy

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Reports+‘Claims’Reports+‘Claims’



Duration


GrantGrant

From the ‘Call for Proposals’ to the Audit

3 Months3 Months 6 Months6 Months 6 Months6 Months 60 Months60 Months 60 Months60 Months

Total Lifecycle (one project): 135 months (11.25 years)!Total Lifecycle (one project): 135 months (11.25 years)!

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Reports+‘Claims’Reports+‘Claims’



Duration


GrantGrant

Framework 7Advisor’s Office ‘Peak Times’

If Audit

Occurs

Annual Reports/Claims

Effort

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Duration


FP7 Advisor (Pre-proposal Activities)

Sourcing ‘Draft Work programmes’Sourcing ‘Draft Work programmes’

‘Signposting’ - Informing/stimulating researchers‘Signposting’ - Informing/stimulating researchers

Training Courses /Workshops on Proposal WritingTraining Courses /Workshops on Proposal Writing

NCP (National Contact Point)

Contacts with NCPs, (Organise funding for proposal writing)Contacts with NCPs, (Organise funding for proposal writing)

Preparing support staff (legal, financial, administration issues)Preparing support staff (legal, financial, administration issues)

Pre-Proposal

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Duration


FP7 Advisor from ‘Call’ to the Deadline

Identify most suitable ‘Topics’ and Funding SchemesIdentify most suitable ‘Topics’ and Funding Schemes

Advice on selecting strategic partners + role in projectsAdvice on selecting strategic partners + role in projects

EPSS (Electronic Proposal Submission Software) NCP (National Contact Point)

Funding for proposal writingFunding for proposal writing

Pre-check proposal (Legal, financial, intellectual property)Pre-check proposal (Legal, financial, intellectual property)

EPSS, Templates, SpreadsheetsEPSS, Templates, Spreadsheets

Call for Proposals Alert ServiceCall for Proposals Alert Service Sample ProposalsSample Proposals

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Duration


FP7 Advisor (Negotiation of Grant Agreement)

Review of Evaluators Comments and RecommendationsReview of Evaluators Comments and Recommendations

Support for FP7 software tools (GPF, Excel spreadsheets, etc.)Support for FP7 software tools (GPF, Excel spreadsheets, etc.)

Advice on Model Grant Agreements/Consortium AgreementsAdvice on Model Grant Agreements/Consortium Agreements

GPF (Grant Preparation Forms)

Financial Forms (calculating budgets and signing forms)Financial Forms (calculating budgets and signing forms)

Attend Grant Negotiation meetings in BrusselsAttend Grant Negotiation meetings in Brussels

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Duration


FP7 Advisor (During the Project)

Advice on Legal and Financial IssuesAdvice on Legal and Financial Issues

Preparation/Review of ‘Claims’ (Form C + Certs)Preparation/Review of ‘Claims’ (Form C + Certs)

Troubleshooting (‘Fire fighting’) Troubleshooting (‘Fire fighting’)

Annual Reports, Mid-Term Reviews and Final ReviewsAnnual Reports, Mid-Term Reviews and Final Reviews

Amendment to Grant Agreement Amendment to Grant Agreement

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Duration


FP7 Advisor (During the Audit)

Preparation of Documentation for AuditPreparation of Documentation for Audit

Support Audits Team during visitSupport Audits Team during visit

Answer questions by Audit Team (after visit)Answer questions by Audit Team (after visit)

Review Audit Report – recommend revisionsReview Audit Report – recommend revisions

Pay money to European Commission (or reclaim money!)Pay money to European Commission (or reclaim money!)

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Duration


The FP7 Advisor (General Services)

Formal/Informal contacts with Commission (EC)Formal/Informal contacts with Commission (EC)

Contacts with support services (NCPs, Help-desks)Contacts with support services (NCPs, Help-desks)

Briefing(Lobbying)

Briefing(Lobbying)

EC (European Commission) NCP (National Contact Points)

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Key PointKey Point

Pre-Call Pre-Call

How to Work with National Contact Points

Direct Contacts with European Commission Direct Contacts with European Commission

DuringCall for Proposals

DuringCall for Proposals

EvaluationEvaluation

GeneralGeneral

Advance information on the Workprogramme Analysis of results of previous ‘Call’Arrange meetings with EC Officers (new ideas)

Advance information on the Workprogramme Analysis of results of previous ‘Call’Arrange meetings with EC Officers (new ideas)

Workshops on ‘Call’ (EC Officials attend)Arrange Meeting with EC Officer (difficult)Funding for Proposal WritingAdvice on Legal/Financial Issues (special NCP_

Workshops on ‘Call’ (EC Officials attend)Arrange Meeting with EC Officer (difficult)Funding for Proposal WritingAdvice on Legal/Financial Issues (special NCP_

Early indication of results Early indication of results

Recommendation for Proposal EvaluationRecommendations for Committees/Conferences Recommendation for Proposal EvaluationRecommendations for Committees/Conferences

NCPs (FP7) http://cordis.europa.eu/fp7/ncp_en.html

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Services Required by Different Researchers

GuaranteedWinners

GuaranteedWinners

No HopeNo Hope

PotentialWinners

PotentialWinners

BeginnersBeginners

Up-to-date informationBriefing (lobbying)

Up-to-date informationBriefing (lobbying)Administrative

Support (Finance,

Contractual)

Money forProposalWriting

Administrative Support

(Finance, Contractual)

Money forProposalWriting

Step by Step SupportShort-cuts/Secrets

Step by Step SupportShort-cuts/Secrets

Training CoursesHow to get started

Training CoursesHow to get started

Success Stories from FP6/FP7Visible Benefits from Participation

Success Stories from FP6/FP7Visible Benefits from Participation

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The Concerns of the Different Players

DirectorsDirectors

ManagersManagers

Support ServicesSupport Services

Research GroupsResearch Groups

ProposalsProposals

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Examples of ‘Targets’ for Framework 7

Targets:ProposalStage

Targets:ProposalStage

Targets should be: Specific, Measurable, Achievable, Reasonable and have a Time frame (SMART)

Targets:ProjectStage

Targets:ProjectStage

Targets:Outputs

Targets:Outputs

1-1 presenter the role of the framework 7 advisor your name your email websites websites

Documents

audit services

services slide

services research managers

eu policy slide

general services

structure of framework

researchers proactive

science management