Overview of the IST Priority Information Package National Contact Points 23rd Oct 2002 Tom McKinlay: IST Operations

Overview of the IST Priority Overview of the IST Priority Information PackageInformation Package

National Contact Points National Contact Points

23rd Oct 200223rd Oct 2002

Tom McKinlay: IST OperationsTom McKinlay: IST Operations

IST Priority Workprogramme 2003-2004IST Priority Workprogramme 2003-2004

Call for proposals text Call 1 (Official Journal)Call for proposals text Call 1 (Official Journal)

Brochure “The 6FP in Brief”Brochure “The 6FP in Brief”

Guides for proposers Call 1Guides for proposers Call 1

Evaluation ManualEvaluation Manual

Guidelines for Evaluators Call 1Guidelines for Evaluators Call 1

IST Priority Infopack for Call 1IST Priority Infopack for Call 1

General principalsGeneral principals

Differentiate the documents - don’t repeat materialDifferentiate the documents - don’t repeat material

Build in flexibilityBuild in flexibility

Simplify forms and proceduresSimplify forms and procedures

Maximise common formats within the whole ProgrammeMaximise common formats within the whole Programme

Maximise transparencyMaximise transparency

IST Priority InfopackIST Priority Infopack

For the IST Priority 2003-2004For the IST Priority 2003-2004Technical description of the Research objectivesTechnical description of the Research objectivesGives the call “roadmap” and indicative total budgetsGives the call “roadmap” and indicative total budgetsIdentifies instruments applicable to each Research objectiveIdentifies instruments applicable to each Research objective

For each instrumentFor each instrumentIdentifies the 5/6 evaluation criteriaIdentifies the 5/6 evaluation criteriaAssigns weightsAssigns weightsIndicates threshold scores required *Indicates threshold scores required *

(*threshold on Overall score also)(*threshold on Overall score also)


(provisional) Call roadmap(provisional) Call roadmap

Call 1Call 1Open 17th December 2002Open 17th December 2002Close 17h00 24th April 2003Close 17h00 24th April 2003

Continuous call (FET Open & Grants)Continuous call (FET Open & Grants)Publication 17th December 2002Publication 17th December 2002Open by February 2003Open by February 2003

Call 2Call 2Open 15th June 2003Open 15th June 2003Close 17h00 17th October 2003Close 17h00 17th October 2003


Identifies research objectives open in CallIdentifies research objectives open in Call

Identifies instruments applicable to each objectiveIdentifies instruments applicable to each objective

(Call in a single “part” with unique Call id) (Call in a single “part” with unique Call id)

Repeats indicative budget informationRepeats indicative budget information

Notes the consortium eligibility rulesNotes the consortium eligibility rules

Specifies modalities/address for submission of proposalsSpecifies modalities/address for submission of proposals

Fixes call deadline *Fixes call deadline *

(*based on time of (*based on time of arrivalarrival of proposal) of proposal)

Call for proposals text (Official Journal)Call for proposals text (Official Journal)


Guide for proposers - Call 1 - Integrated projectsGuide for proposers - Call 1 - Integrated projects

Guide for proposers - Call 1 - Networks of excellenceGuide for proposers - Call 1 - Networks of excellence

Guide for proposers - Call 1 - Spec. targeted research proj.Guide for proposers - Call 1 - Spec. targeted research proj.

Guide for proposers - Call 1 - Coordination actionsGuide for proposers - Call 1 - Coordination actions

Guide for proposers - Call 1 - Specific support measuresGuide for proposers - Call 1 - Specific support measures

Guide for proposers - Continuous Call - FET OpenGuide for proposers - Continuous Call - FET Open

Guide for proposers - Continuous Call - Grant applicationsGuide for proposers - Continuous Call - Grant applications

Brochure and Guides for proposersBrochure and Guides for proposers


Overview of 6FPOverview of 6FPDescription Specific ProgrammesDescription Specific ProgrammesInstruments descriptionInstruments descriptionParticipation/financing rules for 3rd countriesParticipation/financing rules for 3rd countriesFlowchart proposal to contractFlowchart proposal to contractContractual matters (contractual obligations, IPR….)Contractual matters (contractual obligations, IPR….)Rules on ethicsRules on ethics


Guides for proposersGuides for proposersType of submission and evaluation (1 step/2 step)Type of submission and evaluation (1 step/2 step)How to prepare a proposalHow to prepare a proposalHow to pre-register a proposalHow to pre-register a proposal(How to obtain a pre-proposal check)(How to obtain a pre-proposal check)How to submit electronicallyHow to submit electronicallyHow to submit on paperHow to submit on paperEvaluation and negotiation timetableEvaluation and negotiation timetableSupport services and referencesSupport services and referencesProposal forms and instructions for their completionProposal forms and instructions for their completion


Type of submission and evaluationType of submission and evaluation

One step submission - a written proposal *One step submission - a written proposal *

One step evaluation for IPs and NOEs, based on written One step evaluation for IPs and NOEs, based on written material and a hearing for all above-threshold proposalsmaterial and a hearing for all above-threshold proposals

One step evaluation for other instruments, based on written One step evaluation for other instruments, based on written material onlymaterial only

(* FET Open in Continuous call - two step submission)(* FET Open in Continuous call - two step submission)

Guide for proposers - Call 1Guide for proposers - Call 1

How to prepare a proposalHow to prepare a proposal

Pre-registration - highly recommendedPre-registration - highly recommendedPre - proposal check - not for Call 1Pre - proposal check - not for Call 1Part A (forms)Part A (forms)Part B (format *)Part B (format *)Acknowledgment of receiptAcknowledgment of receipt

( * no anonymity required)( * no anonymity required)


Proposal Part AProposal Part AForm A1 - General information on ProposalForm A1 - General information on Proposal

Type of instrumentType of instrumentProposal no., Acronym, Full titleProposal no., Acronym, Full titleDuration in monthsDuration in monthsCall idCall idResearch objective (s)Research objective (s)Proposal abstract, keywordsProposal abstract, keywords


Proposal Part AProposal Part AForm A2 - Information on participantsForm A2 - Information on participants

Participant no *., Name, Address etc.Participant no *., Name, Address etc.Activity type, Legal status, SMEActivity type, Legal status, SMEDependencies with other participantsDependencies with other participantsScientist in charge - Name, Address etc.Scientist in charge - Name, Address etc.Proposal previously submittedProposal previously submitted

(* Coordinator is participant no. 1)(* Coordinator is participant no. 1)


Proposal Part AProposal Part AForm A3 - Cost breakdownForm A3 - Cost breakdown

All instruments except NOEAll instruments except NOE

Activity type Activity type…... Total

Cost Req grant Cost Req grant…. Cost Req grant

Participant 1

Participant 2

Participant 3 etc

Total


Proposal Part AProposal Part AForm A3 - Cost breakdownForm A3 - Cost breakdown

Networks of excellenceNetworks of excellence

No. of researchers to be integrated

Female Male Total

Participant 1

Participant 2 etc

Total

No. of PhD students to be integrated

table as abovetable as above


Proposal Part BProposal Part B

All instrumentsAll instrumentsTitle pageTitle pageLinks to PriorityLinks to PriorityCriterion 1 aspectsCriterion 1 aspectsCriterion 2 aspects etcCriterion 2 aspects etcOther aspects (ethics, safety, gender issues….)Other aspects (ethics, safety, gender issues….)Overall workplan of projectOverall workplan of project

IPs, NOEs additionally provideIPs, NOEs additionally provide18 month Implementation plan/JPA (detailed)18 month Implementation plan/JPA (detailed)


Proposal submissionProposal submission

Electronically via the Internet (from early 2003)Electronically via the Internet (from early 2003)

On CD/diskette, with paper backup (from early 2003)On CD/diskette, with paper backup (from early 2003)

On paper (one copy) to the On paper (one copy) to the ADDRESS SET OUT IN THE ADDRESS SET OUT IN THE CALL TEXTCALL TEXT

NOT to the address used in FP5: NOT to any other Commission office !NOT to the address used in FP5: NOT to any other Commission office !


Provisional evaluation and negotiation timetableProvisional evaluation and negotiation timetable

Call deadline 24th April 2003Call deadline 24th April 2003

Evaluation: weeks of 12th and 19th May 2003Evaluation: weeks of 12th and 19th May 2003

IP and NOE hearings: week of 9th June 2003IP and NOE hearings: week of 9th June 2003

Negotiations: from July 2003Negotiations: from July 2003

Commission Decision: from October 2003Commission Decision: from October 2003


Support servicesSupport services

IST Information deskIST Information deskNCPs NCPs Cordis partner search facilitiesCordis partner search facilitiesIDEALIST partner search and servicesIDEALIST partner search and servicesInformation daysInformation daysIPR helpdeskIPR helpdeskPointer to Cordis call page - Call 1Pointer to Cordis call page - Call 1


Links to download Infopack documentsLinks to download Infopack documents

Links to download legal docs (Programme Decision…)Links to download legal docs (Programme Decision…)

Contact persons in Commission (e.g. per Research priority)Contact persons in Commission (e.g. per Research priority)

Link to NCP servicesLink to NCP services

Links to other support servicesLinks to other support services

Link to facilities for electronic pre-registration, proposal Link to facilities for electronic pre-registration, proposal submissionsubmission

Link to download pre-registration, proposal submission Link to download pre-registration, proposal submission forms for paper submissionforms for paper submission

Other links (INCO, ISTAG…)Other links (INCO, ISTAG…)

Cordis call page - Call 1Cordis call page - Call 1

““High level” description of ground rules for High level” description of ground rules for evaluationevaluation

Offers ranges of possibilities (e.g one step or two Offers ranges of possibilities (e.g one step or two step submission etc. ) at discretion of the Prioritystep submission etc. ) at discretion of the Priority

Evaluation manual FP6Evaluation manual FP6

Overview of processOverview of processCommission eligibility check -Commission eligibility check -

Complete, eligible consortium, in scope, timely arrivalComplete, eligible consortium, in scope, timely arrival

Experts’ individual readingExperts’ individual readingConsensus groupConsensus group(IP and NOE - hearings)(IP and NOE - hearings)Panel discussionPanel discussion

Forms used per instrumentForms used per instrumentC1, C2, E1, E2, E3, ESRC1, C2, E1, E2, E3, ESRShows blocks of criteria and sub-criteria (and questions)Shows blocks of criteria and sub-criteria (and questions)

Other supporting materialOther supporting material

Guidelines for Evaluators in IST PriorityGuidelines for Evaluators in IST Priority

Differentiated documentationDifferentiated documentationRead them all !Read them all !

Simplified information requirementsSimplified information requirementsData called for only when needed (hearings, negotiations)Data called for only when needed (hearings, negotiations)

Easier form fillingEasier form filling

Flexibility for the IST PriorityFlexibility for the IST Priority

Criteria, weights, thresholds defined in WPCriteria, weights, thresholds defined in WP

Different evaluation criteria per instrumentDifferent evaluation criteria per instrumentMust use the right forms and format !!!Must use the right forms and format !!!

IST Priority InfopackIST Priority Infopack

Documents

Overview of the IST Priority Information Package National Contact Points 23rd Oct 2002 Tom McKinlay: IST Operations