Information Society Technologies in the 6th Framework Programme Information Society Technologies in the 6th Framework Programme FP6 Instruments The EPSS e-Inclusion Information Day Brussels 19 th April 2005

In IST Call 5, eInclusion invites proposals for four sorts of project Integrated Projects (IPs) and Specific Targeted Research Projects (STREPs) are aimed at generating, demonstrating and validating new knowledge by means of research and development Coordination Actions (CAs) and Specific Support Actions (SSAs) are aimed at supporting collaboration and coordination, and other activities such as conferences and studies Coordination Actions (CAs) and Specific Support Actions (SSAs) are aimed at supporting collaboration and coordination, and other activities such as conferences and studies Networks of Excellence proposals are not requested by eInclusion in Call 5. Any received will be rejected without evaluation ! Instruments in eInclusion

IPs are designed to generate the knowledge required to implement the priority thematic areas of FP6 by integrating the critical mass of activities and resources needed by integrating the critical mass of activities and resources needed to achieve ambitious, clearly defined scientific and technological objectives of a European dimension to achieve ambitious, clearly defined scientific and technological objectives of a European dimension Each IP should integrate the types of activities needed to obtain the goals integrate the types of activities needed to obtain the goals integrate the critical mass of resources needed to obtain the goals integrate the critical mass of resources needed to obtain the goals integrate elements of the development chain to attain high-impact goals integrate elements of the development chain to attain high-impact goals support industry-academia collaboration including SMEs support industry-academia collaboration including SMEs Integrated projects

Activities in an Integrated project may cover a broad spectrum e.g. research and technology development activities research and technology development activities demonstration activities demonstration activities technology transfer or take-up activities technology transfer or take-up activities training activities training activities dissemination activities dissemination activities knowledge management and exploitation knowledge management and exploitation consortium management activities consortium management activities cooperation with other programmes (e.g. Eureka)... cooperation with other programmes (e.g. Eureka)... An Integrated Project comprises a coherent set of activities a coherent set of activities and an appropriate management structure and an appropriate management structure Integrated projects - activities

FP6 experience of Integrated projects: Purpose: Ambitious objective driven research with a ‘programme approach’ Target audience: Industry (incl. SMEs), research institutions. Universities – and in some cases potential end-users Typical duration: months Optimum consortium: participants Optimum consortium: participants Total EU contribution: €4-25m (average around €10m) Flexibility in implementation: Yearly update of workplan Possibility for competitive calls for enlargement of consortium Integrated projects - Main characteristics

 Scale of ambition is limited, reflected in limited activities, duration, size of consortium more typical of a STREP  Goals are ambitious. The proposers include key industry players. A full range of activities covering a substantial part of the development chain is envisaged. Broad industry sector impact is foreseen. SME participation has been sought/achieved. Effective project management plans are in place Integrated projects

Designed to generate the knowledge required to improve European competitiveness and to meet the needs of society or Community policies: by improving existing or developing new products, processes or services and/or by improving existing or developing new products, processes or services and/or by proving the viability of new technologies offering potential economic advantage by proving the viability of new technologies offering potential economic advantage May combine any of the following types of activities: Targeted, well defined and precisely focused research and technological development Targeted, well defined and precisely focused research and technological development Demonstration component(s) as appropriate Demonstration component(s) as appropriate Project management Project management Specific targeted research projects

FP6 experience of STREP projects: Purpose: Objective driven research more limited in scope than an IP Target audience: Industry incl. SMEs, research institutes, universities Typical duration: months Optimum consortium: 6-15 participants Total EU contribution: €0.8-3m (average around €1.9m) Fixed workplan and fixed partnership for duration Specific targeted research projects

 The work is unoriginal, not scientifically and technically excellent  A well-focused and well-planned research project by capable partners which will extend the state-of-the-art Specific targeted research projects

Designed to promote and support the networking and co- ordination of research and innovation activities at national, regional and European level over a fixed period by establishing in a coherent way coordinated initiatives of a range of research and innovation operators, in order to achieve improved integration of the European research by establishing in a coherent way coordinated initiatives of a range of research and innovation operators, in order to achieve improved integration of the European research May combine the following two types of activities Co-ordination activities Co-ordination activities Consortium management activities Consortium management activities (Coordination actions do not conduct S&T research !) (Coordination actions do not conduct S&T research !) Coordination actions

Each CA shall consist of a work plan, incorporating all or some of the following types of mid/long term collaborative activities: Organisation of conferences, of meetings; Organisation of conferences, of meetings; Performance of studies, analysis; Performance of studies, analysis; Exchanges of personnel; Exchanges of personnel; Exchange and dissemination of good practice; Exchange and dissemination of good practice; Setting up of common information systems Setting up of common information systems Setting up of expert groups; Setting up of expert groups; Definition, organisation, management of joint or common initiatives Definition, organisation, management of joint or common initiatives Coordination actions

FP6 experience of CA projects: Purpose: Co-ordination of research activities Target Audience: Research institutions, universities, industry incl. SME Typical duration: months Optimum consortium: participants Total EU contribution: € m (average around €1m) Fixed overall workplan and partnership for the duration Coordination actions

 The work is “stand alone”, it doesn’t involve real cooperation and networking The added value of coordinating the activities isn’t evident, or it isn’t to the benefit of IST  Clear added value to the IST Priority. Projects/activities to be coordinated are ongoing, they are doing quality work and their motivation to participate is clear Coordination actions

Designed to underpin the implementation of the programme underpin the implementation of the programme complement the other FP6 instruments, complement the other FP6 instruments, help in preparations for future Community research and technological development policy activities and help in preparations for future Community research and technological development policy activities and stimulate, encourage and facilitate the participation of SMEs, small research teams, newly developed and remote research centres, as well as those organisations from the Candidate Countries in the activities of the priority thematic areas. stimulate, encourage and facilitate the participation of SMEs, small research teams, newly developed and remote research centres, as well as those organisations from the Candidate Countries in the activities of the priority thematic areas. May combine the following two types of activities Support activities Support activities Consortium management activities Consortium management activities (Specific support actions do not conduct S&T research !) (Specific support actions do not conduct S&T research !) Specific support actions

Each SSA shall have a work plan, which may consist of one or more (as appropriate on a case by case basis) of the following activities: Conferences, seminars, working groups and expert groups; Conferences, seminars, working groups and expert groups; Studies, analysis; Studies, analysis; Fact findings and monitoring; Fact findings and monitoring; Trans-national technology transfer and take-up related services; Trans-national technology transfer and take-up related services; Development of research or innovation strategies; Development of research or innovation strategies; High level scientific awards and competitions; High level scientific awards and competitions; Operational support and dissemination, information and communication activities. Operational support and dissemination, information and communication activities. SSA proposal may be presented by a consortium or a single organisation, from any country or countries Specific support actions

FP6 experience of SSA projects: Purpose: Support to programme implementation, preparation of future actions, dissemination of results Target audience: Research organisations, universities, industry incl. SME Typical duration: 9-30 months Optimum consortium: 1-15 participants Total EU contribution: €0.03-1m (average around €0.5m) Fixed overall workplan and partnership for the duration Specific support actions

 While it may be worthwhile in many other respects, there is no evident benefit to the objectives of the IST Priority as described in the IST Workprogramme The proposal is for research or cooperation activity  A well-planned support action with clear and achievable aims which directly supports the work of the IST Priority Specific support actions

For more information on instruments: Brochure – the FP6 in Brief Brochure – the FP6 in Brief The Guides for proposers The Guides for proposers Instruments in IST

The Commission does not undertake to re-write your proposal - we never “change instruments” A proposal submitted to us as an Integrated project is evaluated using the evaluation criteria of an Integrated project, and is ranked against the other Integrated project proposals submitted in the call A proposal submitted to us as an Integrated project is evaluated using the evaluation criteria of an Integrated project, and is ranked against the other Integrated project proposals submitted in the call So be sure you are using the right instrument for your project idea ! So be sure you are using the right instrument for your project idea ! Instruments in IST

Two ways to prepare your proposal Two ways to prepare your proposal “Online preparation” - on our server using your normal Internet access “Offline preparation”- on your own PC using our EPTool But always online submission But always online submission Proposals are prepared and submitted under password protection Proposals are prepared and submitted under password protection Submitting your proposal

1. Coordinator registers for the correct call (FP IST-5) and instrument, and obtains coordinator and partner user ids and passwords by return 2. Consortium completes the Part A on our server, accessed from our Cordis website Coordinator completes the A1 and A3 form Coordinator completes the A1 and A3 form Each partner completes his own A2 Each partner completes his own A2 3. Coordinator prepares the Part B on his own PC using the (.rtf) template provided Finally saved as.pdf file Finally saved as.pdf file 4. The coordinator uploads his Part B to our server, joining the existing Part A, and signals his proposal is now complete by pressing the submit button 5. Coordinator receives an acknowledgement of receipt by Online preparation (recommended)

“Submission” is when you press the submit button, not when you commence uploading your Part B “Submission” is when you press the submit button, not when you commence uploading your Part B If you commence uploading only in the last moments of the call, you have greatly increased your chance of failure If you commence uploading only in the last moments of the call, you have greatly increased your chance of failure If you have not pressed the submit button, you have not submitted a proposal If you have not pressed the submit button, you have not submitted a proposal We make absolutely no allowances for the late arrival of a proposal for any reason ! Online preparation (recommended)

1. Coordinator registers for the correct call (FP IST-5) and instrument, and obtains a coordinator user id and password by return 2. Coordinator downloads the EPTool and a package of the Part A forms and Part B template for this call and instrument 3. Coordinator prepares the Part A and B on his own PC using the EPTool there is a facility to import and export files to the other partners there is a facility to import and export files to the other partners 4. The coordinator, using the EPTool, packages the Part A and B together as a.zip file on his PC, then goes online and uses his password to submit this file by locating it then pressing the submit button. 5. Coordinator receives an acknowledgement of receipt by Offline preparation

“Submission” is when you press the submit button, not when the proposal package arrives on our server Theoretically you could press the submit button in the last moments before the deadline. The fact that the file arrives shortly after the deadline is of no consequence Theoretically you could press the submit button in the last moments before the deadline. The fact that the file arrives shortly after the deadline is of no consequence But if you have any technical problem which causes that submission to be unsuccessful, you will not have time for a second attempt But if you have any technical problem which causes that submission to be unsuccessful, you will not have time for a second attempt We make absolutely no allowances for the late arrival of a proposal for any reason ! Offline preparation

Each new submission of your proposal over-writes the previous one ! Make a trial submission several days in advance, so you practice the procedure and have plenty of time to correct any problems Make a trial submission several days in advance, so you practice the procedure and have plenty of time to correct any problems (You can make a trial submission of a partly-written proposal : error messages about missing fields or partners do not block submission!) Submit a refined version of your proposal each day in the last days of the call Submit a refined version of your proposal each day in the last days of the call Aim to submit your final version at mid-day on the last day Aim to submit your final version at mid-day on the last day Plan for a successful submission

Registering for the wrong instrument Registering for the wrong instrument Registering for the wrong call Registering for the wrong call Mixing online and offline preparation Mixing online and offline preparation If you make a registration error, just abandon these passwords and register again Not reading the manual, leaving it till the last day to read the manual Not reading the manual, leaving it till the last day to read the manual Waiting till too late to call for help Waiting till too late to call for help EPSS - Errors and problems

Virus infected files Virus infected files Excessively long files (> 10Mb) Excessively long files (> 10Mb) Providing a Part B as other than a.pdf file Providing a Part B as other than a.pdf file Submitting a Part A/Part B only Submitting a Part A/Part B only Your submission will be refused, you will be asked to correct the problem and try again Incomplete/unreadable Part Bs Incomplete/unreadable Part Bs We can only evaluate as much as we can read….. (Online preparation) Failing to press the “submit” button (Online preparation) Failing to press the “submit” button Leaving submission till the last minute ! Leaving submission till the last minute ! EPSS - Errors and problems

Manualshttp:// EPSS Helpdesk tel EPSS help

Commission contact person for each objective open in call link from call page on Cordis A help desk for proposers´ questions tel A network of National Contact Points General help and advice