Planning your proposal – the critical path (CIP, …)
Planning your proposal
GIVE DETAILED EXPLANATIONS IN YOUR PROPOSAL !
• STARTING POINT: What is the existing situation ? What is the problem to be solved ? What has been done so far, and by whom ? Where do you come into the picture – and why ?
• WORK PACKAGES: What exactly do you propose to do ?
• RESULTS: What will be different when the project has ended ? When you have finished, how will anyone know that you have succeeded ? – monitor your impacts !
• TARGET GROUP: Who do you need to influence / engage?
• IMPACT: What measurable change will you achieve ?
Writing your proposal
• Strong competition: you need a good idea !
• Be imaginative, start early ! It takes longer than you think !
• Easy to read? - evaluators assess it in ~2-4 hours. Have it read by an outsider (no jargon, simple for non mother tongue readers)
• Respect limits of length, but give as much detail as possible in each work package, and explain what each partner will actually do, how (methodology), and what will be delivered
• Provide evidence of :
– the problem that you plan to address / solve (market failure),
– your expertise (strong CV’s),
– your co-financing (letters of support, with funding commitments),
– stakeholders who are committed to use the results (ideally they will be partners or co-sponsors)
Input/Output
Input/Output
The European dimension
• EU projects should address problems at the European level far beyond the specific interests of a Member State;
• The proposed solution must have a direct impact at the European level;
• Participants must be located in a Member State either Associated State (in general 3 in the minimum threshold and five can be a good compromise, the participation of third countries [non EU countries] is really welcome when the international dimension is requested);
• Subsidiary and proportionality
More thoughts on
‘European Added Value’
• Multi-cultural working is difficult and expensive, so it must really deliver added value, with results which are transferable to others
– A consortium of partners from different countries is not enough
– Working in parallel in different countries is not enough
– Working on issues addressed by EU policies is not enough
• Remember: Comparatively small (<500k€) actions can nevertheless have high added value and impacts at EU level
• Actions, which fit better at national or local level, because of timescale, involvement of SME’s, intellectual property rights, etc…should be excluded
Result / Impact indicators
“SMART” (IEE)Indicators to measure the impact of your work:
“Specific, Measurable, Achievable, Realistic, Timely”
For example:
• Increased 7% of solar collectors in EU to carry a new product label
• Increased 10% of installers trained and certified in target regions
• Planning approval delays reduced from 2 to 1 year
• Audits leading to energy savings of 0,5 Mtoe (million tons oil equivalent) per year in schools
• Increased 5% of cyclists in target cities
Balance your project
• balance in the budget (the smallest budget per partner contribution should be ≥ to 15% of the total)
• balance in the roles among the partnership
• European balance (the total number of countries divided by the total number of participating organisations should be ≥than 0.45)
• balance in effort (the number of person-months provided by the lowest contributing partner divided by the one of the highest contributing partner should be ≥ than 0.2);
• balance in the distribution of work
Strengths of recent
proposals
IEE• Creative and convincing idea to tackle a market based problem or to take an opportunity one step further (i.e. an approach that fits)
• Demand driven with convincing commitments from market actors (e.g. industry) to use the results, well targeted dissemination plan
• Clear and precise awareness of the state of the art. Competitive proposers present their experiences, and will start from there !
• Choice of partners and countries is clearly explained, and their skills fit with the allocation of tasks in the work packages.
• Appropriate efforts estimated for each partner and each work package throughout the proposal
• Co-financing is clear, and credible
• Realistic, but ambitious targets. Tailor-made communication plan
Three months roadmapfor project submission
Project timeline
Idea!Proposal
preparation
Deadline
Evaluation
Neg
otia
tion
Contract
Monitoring of
activities
Implementation
of activities,
Management
and reporting
Final review
TIME
The consortium
Proposal Writing Plan
Appoint proposal writer
Write a 1-2 page proposal
Consortium meeting if necessary
(distribution of work)
Workpackages management Exploitation, etc.
Compile proposal
Circulate for
comments
Submit proposal
Review by
“experts”
Proposal Writing Plan -appoint writer
Appoint proposal writer
Write a 1-2 page proposal
Consortium meeting if necessary
(distribution of work)
Workpackages management Exploitation, etc.
Compile proposal
Circulate for
comments
Submit proposal
Review by
“experts”
Appoint proposal writer
Many people and partners will be involved in the proposal writing and will contribute with material but only one should have the overall responsibility and:
�check proposal conformity and consistency
�make necessary adjustments
�submit the proposal
And…
�loose his sleep over the proposal
Proposal Writing Plan – write 1
page
Appoint proposal writer
Write a 1-2 page proposal
Consortium meeting if necessary
(distribution of work)
Workpackages management Exploitation, etc.
Compile proposal
Circulate for
comments
Submit proposal
Review by
“experts”
Write a one page proposal
� The 1-page proposal is a working document, it describes and explains in text the whole proposal idea that until that time was only in the mind of the coordinator.
� This document will clearly explain the logic/vison behind the proposal and the overall aim. It will also describe the mechanism for achieving the proposal targets.
� Clarify issues related to management, workpackages, exploitation, etc
� Guide you through the final proposal writing
� Gives the opportunity to the other partners or colleagues to comment on the proposal and suggest improvements.
Proposal Writing Plan
Appoint proposal writer
Write a 1-2 page proposal
Consortium meeting if necessary
(distribution of work)
Workpackages management Exploitation, etc.
Compile proposal
Circulate for
comments
Submit proposal
Review by
“experts”
Proposal Writing: Appearance
The appearance (evaluator-friendly) of the proposal is crucially important for
the overall success :
� It helps evaluators to easily understand the content. (remember that the
evaluators have limited time to spend for each proposal)
� Several good proposals were buried due to poor presentation. Poor
presentation also demonstrates low commitment/effort/capacity.
So
� Use concise standard English!
� Make the text clear, well structured, easy to read, not wordy:
� add a Table of Contents
� use short paragraphs
� use bullet points to break up lists
� highlight key points in italics
� Include only relevant information
� Make your proposal visually attractive and inviting, using graphic devices
� proposal has to present a high quality product!
Proposal Writing: Title, Acronym
Select a Self-Explanatory but also Nice & Catchy proposal Title & proposal Acronym !
Examples of proposal acronyms:
•NEA-TASHA: Novel Evolutionary and Agent-based – Techniques for Automated Safety and Hazard Analysis•ADAM: Adaptation And Mitigation Strategies: Supporting European climate policy•ALARM: Assessing LArge-scale environmental Risks with tested Methods•AMEDEUS: Accelerate MEmbrane DEvelopment for Urban Sewage purification
Parts – Content of a proposal
• Part A: FORMS– A1: General info on
proposal(Title, abstract, keywords, etc.)
– A2: Info on the co-ordinator and the other partners(one form per partner)
– A3: Cost breakdown(one sheet for the whole consortium; one line per partner with information on costs and funding requests per activity
• Part B: CONTENT
– Front page
– Contents page
– proposal summary
– project description
Structure of a Proposal
• Title and Contents page + Summary
• Scientific and Technical Objectives
• Innovation (above the state of the art)
• Project Work plan and Methodology
• Deliverables Table
• Contribution to Objectives
• Dissemination and Exploitation of Results
• Project Management
• Consortium + Partners Roles and Background
Background
• Educate the Evaluator!
• First tell the evaluator WHY you are doing the work!
• Then tell the evaluator how you are doing it.
• This should include facts and figures from policy documents.
• Ask: Why Bother?
The evaluators have no (or poor) internet access during the evaluation
Objective/Aim
• A short clear description of the proposed work
• There should be no question after this paragraph
Deliverables
• A clear statement on what will come out of the project. The deliverable must be expressed in the words of the user.
Examples of Deliverables
• Reports: contractual, policy statements, guidelines, handbooks, draft standards, procedures, R&D strategy, etc.
• Prototypes: Technical Prototypes, Commercial Prototypes
• Data: Statistics, Data in databases, Trends, Indicators, etc.
• Software: Algorithm, code, database, integrated system, etc.
• IPR: Patent, copyright, trademark, registered design, etc.
• Educational: Lecture material, course material, CD, etc.
• Meetings: Workshop, seminar, conference, etc.
• Media: Website, Video, CD, etc.
• Publications: Scientific Journal, Newsletter, proceedings, etc.
Examples of Deliverables
Phases of the work
• This should show a logical, planned approach
– Phase 1
– Phase 2
– Phase 3…
Roles of Partners
Organisations Contact Country Role
Define who will be involved in the work and their role
Expected costs + duration
• Total Cost of the proposed work xx
• EU Contribution xx
• Duration (in months) xx
How to write it…
Project Management
Evaluation Criteria (Management)
� Quality of Management
� The Project Management Approach
� The Quality of the Partnership
� The Appropriateness of the Resources
Project Management
• PERT Chart: Work Flow Diagram
• GANTT Chart: Work package Time Bar chart
• Work Package Description: Table per work package
• Deliverables Table
• Breakdown of Work Per Partner
How to write the Project Management part
Aim is to write
� well-structured project management, well matched to the complexity or simplicity of the project
� satisfactory plan for management of knowledge, of intellectual property and other innovation related activities
By
� Adapting general project management procedures in the specific project needs
� Identifying the suitable individuals with the know-how and experience to run the project management tasks.
Project Management issues
Contractual issues
Ensure the prompt and proper accomplishment of project deliverables and milestones (Annual reviews, Mid-term reviews, Final review)
Financial issues
Financial project management (underspending/overspending), Justification of costs, Summary certified statement, Payement and distribution of money to the partners.
Legal issues Project core contract + model contract, consortium agreement, collective responsibility, consortium changes
General management issues
Workflow and Work Scheduling. Communication between partners and EC. Management of conflicts. Reporting.
Other issues Exploitation & dissemination of results, other innovation activities, IPR, Gender & Equality issues, ethical issues.
Consortium (Organizations)Consortium (Organizations)
Consortium Management StructureConsortium Management Structure
Governing Assembly (Names of Individuals) -Senior Partner Representatives
-External Experts
-European Commission Representatives
-Funding Agency’s Representatives
Governing Assembly (Names of Individuals) -Senior Partner Representatives
-External Experts
-European Commission Representatives
-Funding Agency’s Representatives
Scientific Committee (Individuals)
-Scientific representatives from partners
Scientific Committee (Individuals)
-Scientific representatives from partnersManagement Group (Individuals)-Consortium Manager
-Workpackage managers
Management Group (Individuals)-Consortium Manager
-Workpackage managers
Only for IPs/NoEs
Partner Partner
Partner Partner
Consortium Management StructureConsortium Management Structure
Project Coordinator Op
era
tion
al P
roje
ct m
an
ag
em
en
t
Scie
ntific
Ad
vis
ory
Co
mm
ittee
Project council
Training Committee
Innovation Committee
Management board
Coordinator, SP coordinators & Liaison Officer, Chairpersons of Committees
ModelsWorking
Group
SP2 Coordinator
Subproject 2Animal Imaging
Embryo Imaging
Whole animal
Imaging
Biological Applications
Theory and Experiments
Subproject 3
Cell Imaging
Nano-scale Imaging
Microscopic Imaging
Biological Applications
Theory and Experiments
SP3 Coordinator
Subproject 1Probe development
SP1 Coordinator
SP Liaison Officer
TheoryWorkingGroup
Project Management/ Work breakdown
Project AcronymProject Title
Co-ordinator: Partner #x
WP2Partner #x
WP3Partner #x
WP4Partner #x
WP5Partner #x
WP6Partner #x
WP7Partner #x
Task 2.1
Task 2.2
Task 3.1
Task 3.2
Task 4.1
Task 4.2
Task 6.1
Task 6.2
Task 6.3
Task 7.1
Task 7.2
WP1Partner #x
Task 1.1
Task 1.2
Describes the division of the project into workpackages (or even into sub-projects in
the case of Integrated Projects)
Project Management/ Work breakdown
Title
Leader
Partners
Title
Leader
Partners
Integrating ActivitiesNetworking activities ?
Exchange of personnel?
Training courses?
Workshops?
Studies?
Integrating ActivitiesNetworking activities ?
Exchange of personnel?
Training courses?
Workshops?
Studies?
Title
Leader
Partners
Title
Leader
Partners
Title
Leader
Partners
Title
Leader
Partners
Title
Leader
Partners
Title
Leader
Partners
Title
Leader
Partners
Title
Leader
Partners
Project Management/ Pert Chart
The PERT (Programme Evaluation and Review Techniques) Chart describes the links
between the different workpackages.
• The division of the work must be logical.
• It must demonstrate that the focus of the management is on the prompt and proper
accomplishment of the workpackages and deliverables.
• It is good idea to have one workpackage for Coordination and Management
• It is also usual to have a separate workpackage for the project management
Be careful
• Do not include all the partners in all the workpackages. This is sign of poor planning
and organisation.
• Do not involve a partner in all the workpackages. Every partner has specific
competencies and should be involved in specific tasks.
• Every partner in the project should have specific responsibilities for justifying their
role in the proposal.
PERT CHART (Example)PERT CHART (Example)
WP1
Co-ordination and Project Management
Workpackage Leader: 1
Partners: All
WP1
Co-ordination and Project Management
Workpackage Leader: 1
Partners: All
WP6
Exploitation Plan
Workpackage Leader:4
Partners: All
WP6
Exploitation Plan
Workpackage Leader:4
Partners: All
WP2
Title: Sensor Development
Workpackage Leader: 3
Partners:1,2,7
WP2
Title: Sensor Development
Workpackage Leader: 3
Partners:1,2,7
WP3
Title: Hardware development
Workpackage Leader: 2
Partners:3,6,5
WP3
Title: Hardware development
Workpackage Leader: 2
Partners:3,6,5
WP4
Title: Software Development
Workpackage Leader:6
Partners: 4,5
WP4
Title: Software Development
Workpackage Leader:6
Partners: 4,5
WP5
Title: Integration
Workpackage Leader:1
Partners:,6,7,1
WP5
Title: Integration
Workpackage Leader:1
Partners:,6,7,1
PERT CHART (Example)PERT CHART (Example)
Project Management/ Gantt Chart
Duration / critical path : see milestone list
1st year 2nd year 3rd year
Workpackage 1: Title
Task 1.1 Title
Task 1.2 "
Workpackage 2: Title
Task 2.1 "
Task 2.2 "
Workpackage 3: Title
Task 3.1 Title
Task 3.2 "
Workpackage 4: Title
Task 4.1 Title
Task 4.2 "
Workpackage 5: Title
Workpackage 6: Title
Task 6.1 Title
Task 6.2 "
Task 6.3 "
Workpackage 7: Title
Task 7.1 Management
Task 7.2 Exploitation
TOTAL MANDAYS:
WORKPACKAGE / PERSON POWER BARCHART
In year 2
In year 3 Reporting Periods
Partners'
Person Days
Workpackage
descriptions
In year 1
1
6 m 12 m Mid-term 24 m 30 m Final
Project Management/ Work package description
Lead
partnerOther partners with major involvement
Partner no:
Person-months per partner
Cost per partner
Objectives
Description of work
Deliverables
Milestones and expected results
Sub-project no: Start date: Cost:
Sub-project title:
Project Management/ Deliverables List
Number Task Deliverable Time
D.SP2.1 2.1 Preliminary cost analysis for full-scale production of
module concepts of interest
Month 16
D.SP2.2 2.1 Simulation of production lines in 3D for module
concepts of interest
Month 16
D.SP2.3 2.2 Machinery for all specified production steps has been
developed to pilot line level (4 modules of 50 cm x 50
cm per day) and is delivered to INAP
Month 28
D.SP2.4 2.3 Design of production line for 10 MWpeak/year (1
module of 50 cm x 50 cm per minute)
Month 36
D.SP2.5 2.3 Final cost analysis Month 36
Project Management/ Breakdown of work per partner
Lead
partnerOther partners with major involvement
Partner no: IVF INAP ECN Leclan
ché
Person-months per
partnerTask 1.1 10 5 3 4
Task 1.3 10 5 3 3
Task 1.3 6 4 - 2
Task 1.4 8 - - -
Task 2.1 16 8 - 5
Task 2.2 6 4 - 2
Task 3 4 6 2 1
Total 60 32 8 17
Cost per partner
3 months roadmap for projectsubmission (exploratory phase)
month stepstone elements output : milestones
0 project idea PROJECT IDEA
1teamwork elaborating the project idea
- why is the project needed, in what way is it innovative ?PROJECT TEAM ESTABLISHED
1screening the EU programmes – balancing the project idea with relevant EU
programmes and annual priorities
EU PROGRAMME
KNOWLEDGE – RELEVANS???
1
the writing of the project concept (content, goals, target groups, methods, outline
of work plan, partner profiles, basic budget – innovation !) – based on the
questions in the proposal document !
PROJECT CONCEPT
DESCRIPTION - DRAFT
1
evaluation of and comments on the project from :
your own institution, local or national network contacts, national agency, potential
key partners in other countries, professionals
CONCEPT EVALUATED
1 final version of the project descriptionPROJECT CONCEPT
DESCRIPTION – FINAL
1 support and acceptance from your organization and the management MANAGEMENT COMMITMENT
1
definitions of the roles of different resource persons in the process of writing the
proposals and carrying out the project – partner search, English, budget, project
administration etc.
PROJECT RESOURCES PLAN
1 preparations for writing the pre-proposal and establishing the key partnership ACTION DESIGN
1meeting with the national agency / EC– getting to know one of the consultants personally
NATIONAL AGENCY CONTACT COMMITMENT
month stepstone elements output : milestones
2
reading and analyzing the relevant EU documents :
proposals, programme documents, general and annual priorities, papers about the
pre-proposal and partnership procedures
EU PROGRAMME
KNOWLEDGE - SPECIFIC
2
European partner search- get advice from national agency and resource persons
in your network- general : EU and national agency databases and e-mails to
relevant networks- focused : personal mails to specific contacts or organizations
PARTNER SEARCH
2evaluation of the results of the partner search and the comments from potential partners
PARTNER SEARCH EVALUATION
2 definition of the key partnership and outline of the full partnership
- considering the European balances in the partnerships
KEY PARTNERSHIP
ESTABLISHED
2
producing a document for the project partners
- getting information about partners requested in the proposal
- getting information about partner roles, skills, resources for the description of the
partnership
PARTNER INFORMATION
COLLECTED
2describing the key and full partnership
- roles, competencies, balances, specific resources, specific tasks PARTNERSHIP DESCRIBED
2 letters of intent from the partners PARTNERS’ LETTER OF
INTENT COLLECTED
2 the coordinating partner writes the first version of the pre-proposal PREPROPOSAL - DRAFT
2 the pre-proposal is discussed among the key partners PREPROPOSAL PARTNER
DIALOGUE
2 evaluation of the comments from the key partners PREPROPOSAL EVALUATION
3 months roadmap for project submission (operational phase)
month stepstone elements output : milestones
3full description of the partnership, roles, tasks, general and specific project
competencies
EU PROGRAMME
KNOWLEDGE - SPECIFIC
3
the coordinating partner produces the two key elements for the final proposal
- phase based and detailed work plan for the project
- detailed project budget, supporting this work plan
(specified as to partners and to activities)
FULL PROJECT WORKPLAN AND BUDGET PRODUCED -DRAFT
3 final version of the budget is produced BUDGET PRODUCED
3final analysis of the coherence and the internal logic of the project elements – goals, content, activities, resources, budget
ANALYSIS OF THE PROJECT COHERENCE
3all partners should have one week for comments on the final version of the proposal before it is submitted
FINAL PARTNER COMMENTS
3submitting the full proposal, considering the submitting procedure described in the proposal form and in the programme guides
FULL PROPOSAL SUBMITTED
3 months roadmap for project submission (review phase)
Top Tips (I)
� Get familiar with the work-programme and set your own roadmap
� Do not expect results in 2 months time
� Consolidate or establish relations with European counterparts
� Networking = Attend events at the national and EU level
� Structure your offer so as to make your research potential clearly emerge
� Make it easy for the evaluator to select you
� Start your experience as partners in projects co-ordinated by others
� You’ll be seen as far away partners = you must have a + to be preferred to others
� Seek advice from those who have experience
� Subscribe to on line partner search engines
Top Tips (II)
� Novelty
� Get the practicalities done as soon as possible
� Find the right partner for the right activity
� Balance your budget
� Do not write too much
� Do not write too less - have concluding remarks at the end of each section
� Do not expect the evaluator are top experts in the field you are focusing on
� Do consider the Commission as a customer
� Be precise and clear in you plan of activities
� Select the right instrument
� Have a clear project outline
� Find the right acronym
� Time scheduling
The proposal
Formal eligibility
Technical and
financial eligibility
PART A
PART B
Proposal structure depends on the funding scheme
(instrument), sections are not always exactly the same!
The proposal: Part A
— A1: Summary
� Acronym and title, Duration, addressed Call, Activity Code,
ABSTRACT, similar proposals/contracts can be filled by the
Coordinator only
— A2: Participants
� N°, Legal name, short name, contact info, Non-profit / Public /
Research org., NACE, SME, Dependencies, contact person + info can be filled by each participant
— A3: Budget will be justified later
� ICPC, Lump sum meth., Type of activity, Personnel, Sub-contr.,
Other costs, Max reimbursable costs, Req. EC contribution, Total
receipts can be filled by the Coordinator only
Proposal Part A
(online)
• A1– Title, acronym, objective etc.
– free keywords
– 2000 character proposal abstract
– previous/current submission (in FP7)
• A2 (per participant)– Legal address/administrator address/R&D address
– Clear identification as SME/Public body/Research centre/ Educ. establishment
– Proposer identification code PIC (later calls)
• A3– More cost details (direct/indirect costs distinguished)
53
A1 SUMMARY Topics called
Recycling CIP-EIP-2008.4.06
Waste management and end of life management
CIP-EIP-2008.4.14
Construction sector CIP-EIP-2008.4.02
Food and drink sector CIP-EIP-2008.4.04
Eco-label CIP-EIP-2008.4.11
Eco-design CIP-EIP-2008.4.08
Integrated product policy CIP-EIP-2008.4.09
SMEs green business CIP-EIP-2008.4.15
Green services CIP-EIP-2008.4.12
54
A1 SUMMARY Topics called
Environmental management systems CIP-EIP-2008.4.16
Chemical sector CIP-EIP-2008.4.03
Manufacturing CIP-EIP-2008.4.05
Metal processing CIP-EIP-2008.4.07
Bio-based products CIP-EIP-2008.4.10
Financing mechanisms and risk assessment CIP-EIP-2008.4.13
Eco-innovation networking CIP-EIP-2008.4.17
All industrial sectors CIP-EIP-2008.4.01
B1 Summary
• Please give a short and precise summary of your proposal (maximum 1 page). It should be coherent
• with the abstract presented in Part A, Form A1 "Summary" (online form). Please cover all three listed
issues:
• Specific Objectives
• Description of the proposed solution and summary of the
work programme
• Major outputs and results (including main result
indicators)
B2 Technical description including the state of development
Describe your proposed solution (maximum 4 pp) covering all the listed issues:
• Description of the technology, product or process including its innovation aspects
• Description of any preparatory research or previous tests
in real-life (and their results)
• Similar or comparable solutions on the market, existing
competitors
• Description of possible technical and economic risks
• Issues of Intellectual Property Rights (IPR), existing, requested or planned patents
B3 Overview on the market and relevant framework conditions
This chapter should explain the features of the market you intend to enter with your solution (maximum 3 pp). In case you have already undertaken preparatory market analyses, you can report the results here.
• Describe also legal and policy frameworks, which might affect the implementation of your solution.
• Please cover all listed issues:
• • Potential market size for uptake
• • Identified market barriers to the proposed solution
• • Market demand and/or results of market analyses
• • Legislative/ policy frameworks in participating countries/ EU
• • Potential for job creation
B4 Exploitation of the action
In this chapter you should focus on the exploitation of your action, including the time during and after the project duration (maximum 2 pp). Explain who are the essential target groups and key actors, who you plan to address and involve in the action or on whom you might depend upon. If you have already elaborated a market strategy or business plan, you can describe it here.
Describe the potential and conditions for transferability and replication of the proposed solution, e.g. to other parts of the EU or to other sectors. Explain which measures you foresee to pro-actively encourage this transfer and to
ensure a European visibility of your action.
Please cover all listed issues:
• Target groups and key actors
• Marketing strategy / business plan
• Transferability and replication potential
• Exploitation and dissemination of the project during and after the project duration
B5 Objectives – Results – Impacts of the Action
Please elaborate on every individual bullet point separately (maximum 4 pp including the table).
•Environmental sustainability: Please describe which objectives you set yourself in terms of expected results and environmental impacts of your project, during and after the project's lifetime.Also describe, how your action will contribute to reaching these objectives. It is important to mention the baseline or starting point, for example in comparing your solution with existing solutions on the market.
•Economic sustainability (incl. cost-benefits): Please describe which objectives you set yourself interms of expected results and economic impacts of your project, during and after the project'slifetime. Also describe, how your action will contribute to reaching these objectives. It isimportant to relate this to the existing market and to the potential market for uptake that you havedescribed under B3.
• Performance indicators (including environmental and economic indicators): Please complete thetable below trying to give an estimation of the results and impacts of your project in quantitative terms as much as possible. Include savings that you expect to achieve through your project as compared to traditional processes/materials/technologies etc. or as compared to the national average of the impact in question.
B6 Rationale for the Composition of the Consortium and Co-financing
Partecipant N.
Participant name
Participant
short name
Country
Code
Main Role in Consortium
1 (CO)
2 (CB)
3 (CB)
etc.
The numbering and names of the participants should be the
same as those used in Part A and Part C.
CO: Co-ordinator, CB: Co-beneficiary
B7 European Added Value
It should explain, what the added value of your project is for the European Community, being carried out on the European level (compared to a series of local, regional or national actions, maximum 1 page).
Explain the EU dimension of the market barriers that you will tackle, and why you have selected the countries/regions that are participating in the project.
Finally, explain the envisaged impacts on the competitiveness of the European economy.
Cover the following issues:
• Benefits of addressing the subject of the proposal at European level,
• EU dimension of the market barriers to be tackled,
• Contributions of the project to improve the competitiveness of EU economy.
B8 Work Programme
Please use maximum 2 pages to give an overview on the whole project, concerning its work programme. Elaborate on each of thefollowing bullet points separately:
• Rationale and structure of your work programme: Explain briefly the rationale and structure of the work programme (main project phases, work packages, logics and links between work packages, the methodology applied) and how it will lead to achieving the objectives of the proposed action.
•List the critical moments where the project could fail and describe contingency plans.
• Please provide a diagram summarising and illustrating the logic of your work programme.
B6 Rationale for the Composition of the Consortium and Co-financing
Partecipant
N.
Co-financing source Explanation / Reasons
1 (CO)
2 (CB)
3 (CB)
etc.
Part B: Work package description
Objectives
How will you achieve the objectives? TASKS
WP n°Title
Activity type
Person-months per participant
Deliverables and month of delivery
NOTE – NO milestones here!
Start date
Part B: GANTT chart
Work PackagesDeliverables and
Milestones
Duration of WP
activities
Project duration: M1, M2, M3…
B9 Description of each participant (Selection criteria)
Elaborate on each individual bullet point separately:
• Description of the organisation:
• Describe all participating organisations and focus on the aspects that are relevant for this proposal.
• Maximum 1/2 page per organisation.
• Relevant experience of the key personnel proposed to work on this action
• Describe the key personnel in the participating organisations with a focus on their skills and experience related to and needed for this proposal. Use maximum 1 paragraph per person and not more than 1 page per organisation. As you will not submit any full CVs, this will be crucial information to assess the suitability of the project team to undertake the action, which constitutes a selection criterion.
— Direct costs are directly accountable to the project activities
� Personnel
� Travel and subsistence
� Sub-contracting
� Other costs…
— Overheads are indirect, structural costs that an organisation has to bear in order to carry out the project activities
� i.e.: electricity, paper, ink, PC, printers, etc.
� Costs of certificates on financial statements. Certificates on financial statements are requested at the end of the action in case the total eligible budget for the respective participant exceeds € 300.000. Public bodies or international organisations do not have to provide certificates on financial statements.
Budget: Eligible costs
Budget: NO eligible costs
The following list contains indications on costs which would not be considered eligible:
• return on capital;
• debt and debt service charges;
• provisions for losses or potential future liabilities;
• interest owed;
• doubtful debts;
• exchange losses;
• VAT, unless the beneficiary can show that he is unable to recover it;
• costs declared by a beneficiary and covered by another action or work programme receiving a Community grant;
• excessive or reckless expenditure;
• in-kind contributions;
• land remediation costs, which are subject to the polluter-pays principle;
• land purchase or any other related costs;
• studies not specifically addressing the objectives stated in the proposal;
• investments in major infrastructure or investments, as long as they are not directly linked with the
innovative action, and activities already confirmed on an industrial scale
• research activities.
• Follow closely the structure for Part B (headlines, tables etc.) given in the
application form.
• Proposals should be precise and concise, and must follow exactly the
structure described in the application forms. The forms are designed to
correspond to the evaluation criteria which will be applied.
• Remember to keep to maximum page lengths where these are specified. It is
in your interest to keep your text concise.
• Please bear in mind that your proposal should be self-explanatory and easy to
understand. Its assessment will be based on your descriptions, not taking into
account any information elsewhere (e.g. on websites etc.)
• Ensure that you (and all participants) have read closely the call for
proposals.
• Ensure that information in all three parts of the application (A, B and C) is
consistent.
• Given the budget available for this call (~€ 28 mio), a typical project would
request about € 700.000 co-funding from the European Commission, of course
depending on the action planned.
Some practical tips
Leave yourself enough time
The greatest cause of ineligible proposal during last CIP
proposals was to late arrival:
• 90% of proposal were submitted in the last 2 days
• 77% of proposal were submitted in last day
• 33% of proposal were submitted in the last hour
“Learning from practical experiences ”
Thank you!