1. 1-1 PRESENTER The Role of the Framework 7 Advisor Your Name Your email Websites www.hyperion.ie/fp7advisor.htmwww.hyperion.ie/fp7advisor.htm Websites www.hyperion.ie/fp7advisor.htmwww.hyperion.ie/fp7advisor.htm Based on Training Course for Framework 7 Advisors www.hyperion.ie/fp7advisorscourse.htm

2. 1-2 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal The FP7 Advisor from ‘Call’ to the Audit Services? General Services to Researchers (Proactive Services)?

3. 1-3 Framework 6 The Structure of Framework 7 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Framework 7 Collaborative Research Networks of Excellence Co-ordination/Support Research for SMEs Marie Curie Fellowship Frontier Research Grant Collaborative Research Networks of Excellence Co-ordination/Support Research for SMEs Marie Curie Fellowship Frontier 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 Call 1 Call 2 Call 3 1. Health ------ Call n 10. Security+ Call 1 Call 2 ------ Call n Funding Schemes Proposal Evaluation Proposal Evaluation Proposal Writing Proposal Writing

4. 1-4 Typical Researcher The Role of FP7 Support Services Science/Technology European Network (Partners) Understanding EU Policy Understanding ‘Business Needs’ ‘ Society Needs’ Exploitation of Results Management Skills Finance and Administration Consortium Agreement Support Services + Research Managers

5. 1-5 Skills available in FP 7 Advisor’s Office? Identify Topics+ Funding Schemes Help Identify ‘Best Partners’ Understanding EU Policy ‘Business Needs’ ‘ Society Needs’ How to Write ‘Impact’ Implementation of Project Legal Rules of FP7 Finance and Administration Consortium Agreement

6. 1-6 The BEST Strategy (Research Group) Best Science (‘Niche’) Best Partners Implementation / Impact The Commission’s Guidelines (Legal, Contractual, Financial) The Commission’s Guidelines (Legal, Contractual, Financial) Scientists Research Managers + Support Services Research Managers + Support Services

7. 1-7 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal Science, Management and Policy in Framework 7 Science Management and Administration Relevance and Impact on EU Policy

8. 1-8 Reports+‘Claims’ Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal Grant From the ‘Call for Proposals’ to the Audit 3 Months 6 Months 60 Months Total Lifecycle (one project): 135 months (11.25 years)!

9. 1-9 Reports+‘Claims’ Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal Grant Framework 7Advisor’s Office ‘Peak Times’ If Audit Occurs Annual Reports/Claims Effort

10. 1-10 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal FP7 Advisor (Pre-proposal Activities) Sourcing ‘Draft Work programmes’ ‘Signposting’ - Informing/stimulating researchers Training Courses /Workshops on Proposal Writing NCP (National Contact Point) Contacts with NCPs, (Organise funding for proposal writing) Preparing support staff (legal, financial, administration issues) Pre- Proposal

11. 1-11 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal FP7 Advisor from ‘Call’ to the Deadline Identify most suitable ‘Topics’ and Funding Schemes Advice on selecting strategic partners + role in projects EPSS (Electronic Proposal Submission Software) NCP (National Contact Point) Funding for proposal writing Pre-check proposal (Legal, financial, intellectual property) EPSS, Templates, Spreadsheets Call for Proposals Alert Service Sample Proposals

12. 1-12 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal FP7 Advisor (Negotiation of Grant Agreement) Review of Evaluators Comments and Recommendations Support for FP7 software tools (GPF, Excel spreadsheets, etc.) Advice on Model Grant Agreements/Consortium Agreements GPF (Grant Preparation Forms) Financial Forms (calculating budgets and signing forms) Attend Grant Negotiation meetings in Brussels

13. 1-13 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal FP7 Advisor (During the Project) Advice on Legal and Financial Issues Preparation/Review of ‘Claims’ (Form C + Certs) Troubleshooting (‘Fire fighting’) Annual Reports, Mid-Term Reviews and Final Reviews Amendment to Grant Agreement

14. 1-14 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal FP7 Advisor (During the Audit) Preparation of Documentation for Audit Support Audits Team during visit Answer questions by Audit Team (after visit) Review Audit Report – recommend revisions Pay money to European Commission (or reclaim money!)

15. 1-15 Evaluation Possible Audit Possible Audit Negotiation Project Duration Project Duration Proposal The FP7 Advisor (General Services) Encourage Researchers to be Proposal Evaluators Identify EU R&D Associations/Networks Strategy for Relevant European Conferences Promote Networking Promote Networking Formal/Informal contacts with Commission (EC) Contacts with support services (NCPs, Help-desks) Briefing (Lobbying) Briefing (Lobbying) EC (European Commission) NCP (National Contact Points)

16. 1-16 Key Point Pre-Call How to Work with National Contact Points Direct Contacts with European Commission During Call for Proposals During Call for Proposals Evaluation General 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 Writing Advice on Legal/Financial Issues (special NCP_ Workshops on ‘Call’ (EC Officials attend) Arrange Meeting with EC Officer (difficult) Funding for Proposal Writing Advice on Legal/Financial Issues (special NCP_ Early indication of results Recommendation for Proposal Evaluation Recommendations for Committees/Conferences Recommendation for Proposal Evaluation Recommendations for Committees/Conferences NCPs (FP7) http://cordis.europa.eu/fp7/ncp_en.html

17. 1-17 Services Required by Different Researchers Guaranteed Winners Guaranteed Winners No Hope Potential Winners Potential Winners Beginners Up-to-date information Briefing (lobbying) Up-to-date information Briefing (lobbying) Administrative Support (Finance, Contractual) Money for Proposal Writing Administrative Support (Finance, Contractual) Money for Proposal Writing Step by Step Support Short-cuts/Secrets Step by Step Support Short-cuts/Secrets Training Courses How to get started Training Courses How to get started Success Stories from FP6/FP7 Visible Benefits from Participation Success Stories from FP6/FP7 Visible Benefits from Participation

18. 1-18 The Concerns of the Different Players Directors Managers Support Services Research Groups Proposals Concerns Implement Strategy Increase Income Improve Reputation Implement Strategy Increase Income Improve Reputation Concerns Vision/Strategy Scientific Reputation Vision/Strategy Scientific Reputation Concerns Clear procedures Relevant Skills Clear procedures Relevant Skills Concerns Resources Funding Freedom Resources Funding Freedom

19. 1-19 European “working with the best in Europe” Funding for R&D ? “ to get money” Visions for Framework 7 (Research Centres) Exposure “more publications, more conferences, ” (Brackets) are quotations from researchers Excellence ‘Entry ticket to International research community’** Access New Technologies “ avoid missing the train” Networking Internal “Trans-,Inter-,Multi-discipline research” Funding Funding Strategy (National/EU/Commercial) ‘From Technology Provider to Innovation Partner’* Results *VTT (Finland) ** Royal Society, UK

20. 1-20 Examples of ‘Targets’ for Framework 7 Targets: Proposal Stage Targets: Proposal Stage Targets should be: Specific, Measurable, Achievable, Reasonable and have a Time frame (SMART) Targets: Project Stage Targets: Project Stage Targets: Outputs Targets: Outputs Success rate for proposals: e.g 1:2 Number of proposals submitted? New participants? Cost of submitting proposals ? Number of proposals coordinated? Financial income (e.g. € 2 million per annum) Number of coordinated projects: Type of Projects (Research, Networks, Marie Curie) Number of publications/citations Number of patents/licences/products No. of PhDs? Start-ups