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Brussels · Bucharest · Dublin · Madrid · Milan · Sofia www.schumanassociates.com
YOUR EUROPEAN PARTNERS IN A GLOBAL MARKET
Horizon 2020 for ICT and
education
Guide for a competitive proposal
2
Overview of funding opportunities for IT & Education under Horizon 2020
Do’s and don'ts's to draft a competitive proposal
Identify partners
Better present your project ideas to the European Commission
Understand which are the sources of information and where to find them
Objectives
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation who? 7. Submit your proposal
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation who? 7. Submit your proposal
Annual work progr. 2014/2015
ready
2014-15 Calls
published
Call Closure
Evaluation Negotiations Project starts
Identify your call!
You are still on time!
December 2013 April 2014
5 months after the final date for submission
Maximum 3 months from the date of informing
applicants
Dec 2014
Consortium setting
Drafting application
A single programme for research activities • Strong focus on societal challenges • Reaching out to non-traditional actors
Indicative!
Types of actions supported by grants
Research and innovation actions: • research • testing small-scale prototype in a laboratory Innovation actions: • prototyping, testing… • large-scale product validation & market
replication Coordination and support actions: • standardisation • awareness-raising and communication • networking • coordination or support services • policy dialogues..
Up to 100%
Up to 70% (non-profit entities up to 100%)
Up to 100%
Identify relevant open calls:
1. Find a suitable call
Key dates for calls 2014: • Opening first calls: 11 December 2013
• Call closure: April 2014 (calls may have different deadlines)
Key dates for calls 2015 (only indicative):
• Opening first calls: July 2014 • Call closure: 20 January 2015
A guide to ICT-related activities in WP2014-15
SC6 - Inclusive, innovative and
reflective societies
1.3 BEUR
Digital inclusion; social innovation
platforms; e-government services; e-
skills and e-learning; e-culture
1. Find a suitable call
ICT 2014 - INFORMATION AND COMMUNICATIONS TECHNOLOGIES •ICT-02-2014: Smart System Integration •ICT-05-2014: Smart Networks and novel Internet Architectures •ICT-07-2014: Advanced Cloud Infrastructures and Services •ICT-09-2014: Tools and Methods for Software Development •ICT-13-2014: Web Entrepreneurship •ICT-15-2014: Big data and Open Data Innovation and take-up •ICT-18-2014: Support the growth of ICT innovative Creative Industries SMEs •ICT-21-2014: Advanced digital gaming/gamification technologies •ICT-32-2014: Cybersecurity, Trustworthy ICT •ICT-35-2014: Innovation and Entrepreneurship Support
a. ICT business idea contests in Universities and High schools b. ICT Entrepreneurship Summer Academy c. ….
1. Find a suitable call
ICT-35-2014: Innovation and Entrepreneurship Support a) ICT business idea contests in Universities and High schools b) ICT Entrepreneurship Summer Academy and c) ICT Entrepreneurship Labs d)… e)…
Deadline for application is next 23rd April 2014. The EC could reimburse 100% of the total cost of the project.
•There is a total budget of 4 MEUR available under this call for the 3 different strands. •The EC expects to finance 1 project per strand with a grant between 0.5 and 2 MEUR. •One part of the budget should be allocated to cover the costs of the prizes. •Both universities and private academies can be part of the competition. •The participating students must have the nationality of either an EU member state or one of the associated countries •Max length of proposal is 70 pages
Success factors specific to Call ICT-35-2014: •Consortium quality •Involve the eco-system •Students from at least 10 MS or associated countries to participate •European coverage •Usage of an existing ICT platform •Focus on dissemination and communication
Horizon2020 Inclusive, innovative and reflective societies Young 1 - 2014: Early Job insecurity and labour market exclusion Young 2 - 2014: Youth mobility: opportunities, impacts, policies Young 3 - 2014: Adult education: better polices for growth and inclusion in Europe Young 4 - 2014: The young as a driver of socio-ecological transition INSO 6 - 2014: Platform for ICT for Learning and Inclusion INSO 4 –2015: Innovative schemes for open innovation and science 2.0 Widening participation: Science with and for Society SEAC.1. 2014 - Innovative ways to make science education and scientific careers attractive to young people SEAC.1. 2015 - Innovative ways to make science education and scientific careers attractive to young people SEAC-2. 2014: Responsible Research and Innovation in Higher Education Curricula GERI-1-2014: Innovative approach to communication encouraging girls to study science
1. Find a suitable call
Have you identified already the call of your interest? You are more interested: •In the social dimension of the calls •In the ICT dimension of the calls
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation 7. Submit your proposal
18
1. Outline the project background and overall objectives
2. Check eligibility
3. Your project concept must be in line with the overall EU political priorities (e.g. 2020
objectives and the flagship initiative Innovation Union) as well as with the objectives of Horizon 2020 (Annual work programs and project fiches)
4. Make your project concept fits to the EU objectives…not the other way around
5. Discuss project internally: the core team must have a common understanding of the detailed work programme and the preliminary budget.
6. Get “buy-in” from key stakeholders
2. Formulate a project concept
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation who? 7. Submit your proposal
Check
eligibility criteria country eligibility
Map suitable partners for your consortium:
• Adding value (technical, linguistic, geographical experience, financial strength)
• « if you can’t beat them, join them »: Select front runners
CONSORTIUM AGREEMENT
a) The internal organisation of the consortium
b) The distribution of the financial contribution
c) The settlement of internal disputes
3. Find partners
Others: • Cordis - FP7 repository
Others per topic:
• Net4society
At least, 3 legal entities,
each established in different
MS/AC
Reality: 5 - 15
Recommended by the Commission:
• National Contact Points (NCP)
• Enterprise Europe Network special focus on SMEs.
• B2Match networking project ideas and participant
profiles
• Ideal-IST partner search facility
• Partner Search Services partner search facility
3. Find partners
• Participation in events Link 1 or Link 2
• Review of previous successful bidders (FP7, FP6)
• Online fora (e.g. LinkedIn groups (Horizon 2020), Facebook groups)
• Direct contact with EC officials
• Schuman Associates Network of Evaluators – ExPERT
3. Find partners
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation 7. Submit your proposal
Register your organization &
Create an account in Horizon 2020 call delivery system
1. Create an account on the portal
2. Register your organisation and get you PIC
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation 7. Submit your proposal
Review and alignment meeting –
• Feedback on first drafts • Financial proposal • Alignment with the WP • Incorporate expert evaluator
feedback • Informal pre-screening European
Commission
Assigning Roles and Responsibilities:
Identify a project proposal manager • Prepare a plan for bid:
Define deadlines Define tools and templates Allocate the necessary team
resources • Coordinate technical proposal
inputs Identify the project proposal writer
Only start writing when plan for bid
preparation is clear
Fine-tune proposal
• Final pre-check of proposal • Budget part refinement
Validate the application
Submission before
Deadline!
5. Plan proposal drafting process
Manage the proposal writing
like a project in its own
Timeline Responsible Deadline
Key Bid Plan Dates
Kick Off Meeting
Review Bid Documents and assess challenges
Agree resource requirements
First Draft
Review meeting
Final Draft
Printing and binding
Deadline
27
1. Looking for financial resources to continue regular activities of the organisation/company rather than having a project concept (problem & solution; beginning & end)
2. Too ambitious: raising too high expectations which in the end they cannot live up to
3. Co-operation in networks: building and maintaining partnerships
4. No/little experience in project management
5. No/little experience in budgeting a project and sound financial management
6. Are there enough financial resources within your company and all partner organisations to cover at least 6 months of project work before getting paid by the EU
Pitfalls for (first-time) applicants
5. Plan proposal drafting process
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation 7. Submit your proposal
29
Selection Criteria Financial capacity: No verification for public bodies , entities guaranteed by MS or AC and higher and secondary education establishments
Operational capacity: sufficient experience of project management sufficient technical expertise have sufficient capacity to implement
Award criteria
Excellence Clarity and pertinence of the objectives Credibility of the proposed approach Including trans-disciplinary considerations Extent that proposed work is ambitious, has innovation potential, and is beyond the state of the art
Impact (* 1.5) How project will contribute to the expected impacts listed in the work programme at the European and/or International level
Quality and efficiency of the implementation Coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources Complementarity of the participants within the consortium Appropriateness of the management structures and procedures, including risk and innovation management Any other environmental and socially important impacts Effectiveness of the actions to:
• disseminate the project results (including management of IPR), • to communicate the project • to manage research data where relevant.
6. Pre evaluation
Divide your effort over the evaluation criteria
Think of the finishing touches which signal quality work to a busy evaluator: • clear language • well-organised contents • no obvious paste-ins
Make it easy for the evaluators to give you high marks! • Make sure you submit the latest, complete version of your proposal • Don’t write too little: cover what is requested • Don’t write too much: Simpler but tough page limits:
• 70 pages for RIA and IA • 50 pages for CSA
• EU terminology and key words • Don’t leave them to figure out why it’s good, tell them why it’s good • Evaluators might not be experts in your core business
Don’t make last minute revisions; they generate:
• typos, inconsistencies, numbers which don’t add up, missing diagrams, missing pages……
Some tips
6. Pre evaluation
Make a guess! when selecting between two proposals rated equally the Commission will take into consideration the following factor: • The final number of beneficiaries? • The gender approach? • The number of countries represented in the consortium?
What should I do?
1. Find a suitable call 2. Formulate a project concept 3. Find partners 4. Register your organization & Create an account in Horizon 2020 call delivery system 5. Proposal drafting process 6. Pre evaluation 7. Submit your proposal
Wo
rklo
ad
Receipt Submission
Normal Workload Distribution
Day 1 Day 45/90
Submission failure rate = + 1% Only reason for failure: waiting till the last minute • Technical problems • Panic-induced errors (uploading
the wrong proposal) • Too late starting upload, run out
of time
7. Submit your proposal
Proposal template available online
Objectives
The golden
rule
Problems
Where? Who?
Solutions Stakeholders
YOU
More detailed info:
Participant Portal
H2020 Online Manual
List of relevant documents
Examples of previous projects in ICT & learning
Thank you!
Isane Aparicio
Irati Herrero
Brussels · Bucharest · Dublin · Madrid · Milan · Sofia Schuman Associates scrl. Rue Archimède 5, bte 12 B-1000 Brussels, Belgium
T: +32 (0) 2 230 7439 E: isane@schumanassociates.com
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