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

2. IST Priority Workprogramme 2003-2004 IST 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 1 Guides for proposers Call 1 Evaluation Manual Evaluation Manual Guidelines for Evaluators Call 1 Guidelines for Evaluators Call 1 IST Priority Infopack for Call 1

3. General principals Differentiate the documents - don’t repeat material Differentiate the documents - don’t repeat material Build in flexibility Build in flexibility Simplify forms and procedures Simplify forms and procedures Maximise common formats within the whole Programme Maximise common formats within the whole Programme Maximise transparency Maximise transparency IST Priority Infopack

4. For the IST Priority 2003-2004 Technical description of the Research objectives Technical description of the Research objectives Gives the call “roadmap” and indicative total budgets Gives the call “roadmap” and indicative total budgets Identifies instruments applicable to each Research objective Identifies instruments applicable to each Research objective For each instrument Identifies the 5/6 evaluation criteria Identifies the 5/6 evaluation criteria Assigns weights Assigns weights Indicates threshold scores required * Indicates threshold scores required * (*threshold on Overall score also) IST Priority Workprogramme 2003-2004

5. (provisional) Call roadmap Call 1 Open 17th December 2002 Open 17th December 2002 Close 17h00 24th April 2003 Close 17h00 24th April 2003 Continuous call (FET Open & Grants) Publication 17th December 2002 Publication 17th December 2002 Open by February 2003 Open by February 2003 Call 2 Open 15th June 2003 Open 15th June 2003 Close 17h00 17th October 2003 Close 17h00 17th October 2003 IST Priority Workprogramme 2003-2004

6. Identifies research objectives open in Call Identifies research objectives open in Call Identifies instruments applicable to each objective Identifies instruments applicable to each objective (Call in a single “part” with unique Call id) Repeats indicative budget information Repeats indicative budget information Notes the consortium eligibility rules Notes the consortium eligibility rules Specifies modalities/address for submission of proposals Specifies modalities/address for submission of proposals Fixes call deadline * Fixes call deadline * (*based on time of arrival of proposal) Call for proposals text (Official Journal)

7. Brochure “The 6FP in Brief” Brochure “The 6FP in Brief” Guide for proposers - Call 1 - Integrated projects Guide for proposers - Call 1 - Integrated projects Guide for proposers - Call 1 - Networks of excellence Guide 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 actions Guide for proposers - Call 1 - Coordination actions Guide for proposers - Call 1 - Specific support measures Guide for proposers - Call 1 - Specific support measures Guide for proposers - Continuous Call - FET Open Guide for proposers - Continuous Call - FET Open Guide for proposers - Continuous Call - Grant applications Guide for proposers - Continuous Call - Grant applications Brochure and Guides for proposers

8. Brochure “The 6FP in Brief” Overview of 6FP Overview of 6FP Description Specific Programmes Description Specific Programmes Instruments description Instruments description Participation/financing rules for 3rd countries Participation/financing rules for 3rd countries Flowchart proposal to contract Flowchart proposal to contract Contractual matters (contractual obligations, IPR….) Contractual matters (contractual obligations, IPR….) Rules on ethics Rules on ethics Brochure and Guides for proposers

9. Guides for proposers Type of submission and evaluation (1 step/2 step) Type of submission and evaluation (1 step/2 step) How to prepare a proposal How to prepare a proposal How to pre-register a proposal How to pre-register a proposal (How to obtain a pre-proposal check) (How to obtain a pre-proposal check) How to submit electronically How to submit electronically How to submit on paper How to submit on paper Evaluation and negotiation timetable Evaluation and negotiation timetable Support services and references Support services and references Proposal forms and instructions for their completion Proposal forms and instructions for their completion Brochure and Guides for proposers

10. Type 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 material and a hearing for all above-threshold proposals One step evaluation for IPs and NOEs, based on written material and a hearing for all above-threshold proposals One step evaluation for other instruments, based on written material only One step evaluation for other instruments, based on written material only (* FET Open in Continuous call - two step submission) Guide for proposers - Call 1

11. How to prepare a proposal Pre-registration - highly recommended Pre-registration - highly recommended Pre - proposal check - not for Call 1 Pre - proposal check - not for Call 1 Part A (forms) Part A (forms) Part B (format *) Part B (format *) Acknowledgment of receipt Acknowledgment of receipt ( * no anonymity required) Guide for proposers - Call 1

12. Proposal Part A Form A1 - General information on Proposal Type of instrument Type of instrument Proposal no., Acronym, Full title Proposal no., Acronym, Full title Duration in months Duration in months Call id Call id Research objective (s) Research objective (s) Proposal abstract, keywords Proposal abstract, keywords Guide for proposers - Call 1

13. Proposal Part A Form A2 - Information on participants Participant no *., Name, Address etc. Participant no *., Name, Address etc. Activity type, Legal status, SME Activity type, Legal status, SME Dependencies with other participants Dependencies with other participants Scientist in charge - Name, Address etc. Scientist in charge - Name, Address etc. Proposal previously submitted Proposal previously submitted (* Coordinator is participant no. 1) Guide for proposers - Call 1

14. Proposal Part A Form A3 - Cost breakdown All 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 Guide for proposers - Call 1

15. Proposal Part A Form A3 - Cost breakdown Networks of excellence No. of researchers to be integrated Female MaleTotal Participant 1 Participant 2 etc Total No. of PhD students to be integrated table as above Guide for proposers - Call 1

16. Proposal Part B All instruments Title page Title page Links to Priority Links to Priority Criterion 1 aspects Criterion 1 aspects Criterion 2 aspects etc Criterion 2 aspects etc Other aspects (ethics, safety, gender issues….) Other aspects (ethics, safety, gender issues….) Overall workplan of project Overall workplan of project IPs, NOEs additionally provide 18 month Implementation plan/JPA (detailed) 18 month Implementation plan/JPA (detailed) Guide for proposers - Call 1

17. Proposal 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 ADDRESS SET OUT IN THE CALL TEXT On paper (one copy) to the ADDRESS SET OUT IN THE CALL TEXT NOT to the address used in FP5: NOT to any other Commission office ! Guide for proposers - Call 1

18. Provisional evaluation and negotiation timetable Call deadline 24th April 2003 Call deadline 24th April 2003 Evaluation: weeks of 12th and 19th May 2003 Evaluation: weeks of 12th and 19th May 2003 IP and NOE hearings: week of 9th June 2003 IP and NOE hearings: week of 9th June 2003 Negotiations: from July 2003 Negotiations: from July 2003 Commission Decision: from October 2003 Commission Decision: from October 2003 Guide for proposers - Call 1

19. Support services IST Information desk IST Information desk NCPs NCPs Cordis partner search facilities Cordis partner search facilities IDEALIST partner search and services IDEALIST partner search and services Information days Information days IPR helpdesk IPR helpdesk Pointer to Cordis call page - Call 1 Pointer to Cordis call page - Call 1 Guide for proposers - Call 1

20. Links to download Infopack documents Links 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 services Link to NCP services Links to other support services Links to other support services Link to facilities for electronic pre-registration, proposal submission Link to facilities for electronic pre-registration, proposal submission Link to download pre-registration, proposal submission forms for paper submission Link to download pre-registration, proposal submission forms for paper submission Other links (INCO, ISTAG…) Other links (INCO, ISTAG…) Cordis call page - Call 1

21. “High level” description of ground rules for evaluation “High level” description of ground rules for evaluation Offers ranges of possibilities (e.g one step or two step submission etc. ) at discretion of the Priority Offers ranges of possibilities (e.g one step or two step submission etc. ) at discretion of the Priority Evaluation manual FP6

22. Overview of process Commission eligibility check - Commission eligibility check - Complete, eligible consortium, in scope, timely arrival Experts’ individual reading Experts’ individual reading Consensus group Consensus group (IP and NOE - hearings) (IP and NOE - hearings) Panel discussion Panel discussion Forms used per instrument C1, C2, E1, E2, E3, ESR C1, C2, E1, E2, E3, ESR Shows blocks of criteria and sub-criteria (and questions) Shows blocks of criteria and sub-criteria (and questions) Other supporting material Guidelines for Evaluators in IST Priority

23. Differentiated documentation Read them all ! Read them all ! Simplified information requirements Data called for only when needed (hearings, negotiations) Data called for only when needed (hearings, negotiations) Easier form filling Easier form filling Flexibility for the IST Priority Criteria, weights, thresholds defined in WP Criteria, weights, thresholds defined in WP Different evaluation criteria per instrument Must use the right forms and format !!! Must use the right forms and format !!! IST Priority Infopack