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Robert Goodchild Head of Energy Research Unit INEA Preparing a good proposal: What evaluators want Horizon 2020 Energy Info Days Smart Citizen-Centred Energy Systems

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Page 1: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Robert Goodchild

Head of Energy Research Unit

INEA

Preparing a good proposal: What evaluators want Horizon 2020 Energy Info Days Smart Citizen-Centred Energy Systems

Page 2: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

5 steps of the selection process

Submission of proposals

Admissibility & eligibility check

Evaluation by external experts

Decision on funding

Signing a grant

agreement

2 1 3 4 5

Call is open

Page 3: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Call opening*: mark in your diary!

Call identifiers Budget LC-SC3-ES-3-2018-2020 (IA) €26.3 M LC-SC3-ES-4-2018-2020 (IA) €19 M LC-SC3-ES-5-2018-2020 (IA) €30 M LC-SC3-ES-7-2018-2020 (IA) €3 M

Opening 5/12/2017

* According to the draft Work Programme which has not been adopted or endorsed by the European Commission. Publication of the final Work Programme: 27/10/2017

Smart Citizen-Centred Energy System

Closing 5/04/2018

Page 4: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Submitting your proposal

Login or register

Call & submission service

Page 5: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Admissibility & eligibility check

Are all forms submitted?

Are all call conditions met?

NO YES

YES NO

ATTENTION! Only admissible and eligible proposals will be evaluated

Page 6: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Evaluation by external experts

EU database of over 80,000 evaluators

1. High-level expertise

2. Independence

3. Impartiality

Balanced composition

Regular rotations & new experts

Page 7: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

What do we ask them to do?

Evaluate individually - remotely

Meet to reach

consensus

Understand call text

Page 8: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 1: Don't waste their time!

02468

101214

1 6 11 16 21 26 31 36 41 46 51

2016 – LCE1

Page 9: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 1: Don't waste their time!

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2017 – LCE 1

Page 10: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 2: Understand call conditions and text

ES4 - Proposals must include:

1. at least one demonstration on one island;

2. at least two other follower islands with similar issues; these follower islands will develop plans to adapt similar solutions to their island in a cost-efficient way.

ES3, ES4 & ES5 => specific eligibility conditions

Page 11: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 2: Understand call conditions and text

Must & shall = "have to"

Should = won't get good score if you don't

Address all issues in the call

Page 12: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 2: Understand text of the call

Consult FAQ's in good time – or ask your own question!

Page 13: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 3: Be clear on TRLs

START TRL = state-of-the-art

END TRL = concrete activities

Technological Readiness Level No room for doubt!

Page 14: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 4: Impact

Identify and substantiate the impacts

Dissemination & exploitation plan

Impact weighting 1.5 for all calls but ES6-8

Page 15: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 4: Impact Weighting

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2015 – SCC1

Page 16: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 4: Impact Weighting

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2015 – SCC Importance of IMPACT 1.5 weighting

Page 17: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 4: Impact Weighting

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2015 – SCC Importance of IMPACT 1.5 weighting

Experts score = 11 Impact score = 4 Weighted Impact Score = 6 Total Score = 13

Page 18: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 4: Impact Weighting

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2015 – SCC Importance of IMPACT 1.5 weighting

Experts score = 11 Impact score = 4 Weighted Impact Score = 6 Total Score = 13

Experts score = 11.5 Impact score = 3 Weighted Impact Score = 4.5 Total Score = 13

Page 19: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 4: Impact Weighting

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2015 – SCC Importance of IMPACT 1.5 weighting

Experts score = 11 Impact score = 4 Weighted Impact Score = 6 Total Score = 13

Experts score = 11.5 Impact score = 3 Weighted Impact Score = 4.5 Total Score = 13

Equal score: highest Impact

score has priority

Page 20: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 5: Sound budget construction

REASONABLE ALLOCATION

JUSTIFIED SUFFICIENT DETAIL

Page 21: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Tip 6: Simple to digest

SIMPLE LANGUAGE (MAJORITY OF EXPERTS ARE NON-NATIVE SPEAKERS)

MAKE INFORMATION EASY TO FIND

RELEVANT SUMMARY TABLES, GRAPHS & IMAGES

RESPECT PAGE LIMIT

Page 22: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

6 steps to success

Be realistic

Understand the call

Clear TRLs

Impact Sound budget

Simple text

Page 23: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Outcome of evaluation

Deadline to inform: 5 months

Ranked list of proposals

Main list

(top scores)

Reserve list

Rejection

(No money / < threshold)

Page 24: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Grant agreement

Successful proposals invited to start a

Grant Agreement Preparation

Very tight deadline: max. 8 months

No negotiation phase = no substantial changes

Page 25: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Good luck!

More info: EU Participant Portal http://ec.europa.eu/research/participants/portal/

Frequently Asked Questions

https://ec.europa.eu/research/participants/portal/desktop/en/support/faq.html

Page 26: Preparing a good proposal: What evaluators want · Robert Goodchild . Head of Energy Research Unit . INEA . Preparing a good proposal: What evaluators want . Horizon 2020 Energy Info

Thank you!

#H2020Energy www.ec.europa.eu/inea

@inea_eu