PROPOSALWRITING.ppt
35页
PROPOSAL WRITINGPROPOSAL WRITING Proposal DevelopmentProposal Development Proposal StructureProposal Structure•Part A–Administrative and statistical information•A1 – General information on proposal (title, abstract, etc)•A2 – Information on co-ordinator and other partners•A3 – Cost breakdown by type of cost categories and partner–Outline budget–Standard forms–Eligibility check•Part B–Core (technical) proposal Proposal Development Proposal Development Core Proposal StructureCore Proposal Structure•“Technical” Components I (Parts B1-B3)–B1 – Project Objectives–B2 – Relevance to IST–B3 – Potential Impact•B4 – Project Consortium and Resources•B5 – Project Management Structure•B6 – Technical Components II–Project Workplan •B7 – Other Issues (Gender / Ethical) •Objectives and scope of project•Deliverables, work needed to achieve them & milestones•Work packages •Schedule for developing proposal•Roles and responsibilities: co-ordinator, work package leaders, etc•Formal relationship – consortium agreement or Memorandum of UnderstandingProposal Development Proposal Development Before Starting…Before Starting… Proposal Development Proposal Development Partner ResponsibilitiesPartner Responsibilities •Registers with EPPS•Fills in A1 and A3 forms •Collates and develops technical proposal incorporating partner contributions•Uploads technical proposal•Provide –A2 info–Cost model and if FC, overhead rate–Man month rate in €–Short paragraph on own organisation–Two short CVs•Draft Part B components (as asked)•Signed any DNA / MoU requiredProject PartnerProject Co-ordinator Proposal DevelopmentProposal DevelopmentPart A ComponentsPart A Components•Form A1–Find the right activity codes and keywords–Proposal abstract (< 2,000 characters) – is also used in Part B•Form A2–Fill in completely based on instructions•Partner numbering should be the same as in Part B–Get a letter of commitment (LOC) from the partners to participate in the proposal and later-on in the project•Form A3–Fill in at the very end Proposal DevelopmentProposal DevelopmentB1 Section StructureB1 Section Structure•Exact structure depends on instrument type, e.g.–STREP•B1.1ScientificandtechnologicalobjectivesoftheprojectB1.1Scientificandtechnologicalobjectivesoftheproject•B1.2StateoftheArtB1.2StateoftheArt•SSA–B1 Objectives of the proposed project B1 – Scientific and Technological B1 – Scientific and Technological Objectives and State-of-the-ArtObjectives and State-of-the-ArtSectionSection ObjectivesObjectives•Should provide clear answers to–What is the problem to be solved?–What is the state-of-the art in the area concerned?–What exactly will come out of the work?–How will the proposed project enhance the state-of-the-art in its area?–Who will be the next user – who will use the project results?–How will the project deliver the results to these users – routes of exploitation (publications, licences, spin offs)Recommended Length = 3 Pages B1 – Scientific and Technological B1 – Scientific and Technological Objectives and State-of-the-ArtObjectives and State-of-the-ArtRequired Response (1/2)Required Response (1/2)•Proposal objective(s)–Should be those achievable within the project – not through subsequent development–Should be few in number at higher levels – if possible, just one – and subsequently broken down in more specific aims, goals, etc–Should reflect state-of-the-art in the area concerned and align with key European Policies•But Community contribution alone is not a sufficient driver B1 – Scientific and Technological B1 – Scientific and Technological Objectives and State-of-the-ArtObjectives and State-of-the-Art Required Response (2/2)Required Response (2/2)•Goals–Should be directly relevant to objective(s)–Should be stated in a measurable and verifiable form–Should be accompanied by delineation of project•Approach•Means •Output, e.g.–Selection and validation of promising technologies;–Mitigation of existing problems;–Anticipation of future trends, etc Proposal DevelopmentProposal Development Sections B2 &Sections B2 & B3B3•B2 ― based on scientific, technical, wider societal or policy objectives of the IST Priority in working call•B3 ― Based on information on European policies and initiatives as described, for instance, in –Related Work Programme–Europa web site (http://europa.eu.int) Recommended Total Length = 5 Pages Proposal DevelopmentProposal DevelopmentB3 – Potential ImpactB3 – Potential Impact•B3 ― Must address –Any related activities issues (if applicable – e.g. EUREKA, national research programmes)–Standardisation•How will your work impact existing standards?–Dissemination and exploitation plans•How will the partners exploit the project results? – Be specific and quantify things Proposal DevelopmentProposal Development Summary of B1-B3Summary of B1-B3•What is the problem to be solved?•What is the state-of-the art in the area concerned?•What exactly will come out of the work?•How will the proposed project enhance the state-of-the-art in its area?•Who will be the next user – who will use the project results?•How will the project deliver the results to these users – routes of exploitation (publications, licences, spin offs) B4 – Consortium Budget & B4 – Consortium Budget & ResourcesResources•Description of the Consortium–Participant nationalities, types of partners, etc•Sub-contracting•Other Countries•Description of Participants•Quality of Participants: involvement of users and SMEs•Overall financial plan•Project Effort Form B4 – Consortium Budget & ResourcesB4 – Consortium Budget & ResourcesKey QuestionsKey Questions•What resources? –Money–Personnel–Travel–Equipment, consumables–Partners–Time•Must justify the resources you plan to useRecommended Length = 5 Pages •Must be split between types of activity as rates can vary. For instance–Project Management ― 100% up to 7% of total budget–Research and innovation ― 50%–Demonstration ― 35%–Training costs ― 100%B4 – Consortium Budget & ResourcesB4 – Consortium Budget & ResourcesBudget BreakdownBudget Breakdown P1P2P3P4P5P6P7P8P9Kick-off and other meetingsB4 – Consortium Budget & ResourcesB4 – Consortium Budget & ResourcesResource Effort FormResource Effort Form B5 – Description of Project ManagementB5 – Description of Project ManagementB5 Section StructureB5 Section Structure•Project Co-ordinator & Project Manager•Management Structure•Work Monitoring and Crisis Management•Quality Procedures•Communication and Reporting•Consortium Agreement•IPR and Knowledge Management•Evaluation and Assessment – Mid Term and Final Project ReviewRecommended Length = 3 Pages B5 – Description of Project ManagementB5 – Description of Project ManagementResource RolesResource Roles Proposal DevelopmentProposal DevelopmentB6 – Work PlanB6 – Work Plan•Overview of Work Plan ― should include rationale for technical approach•Research and Technological Aspects •Potential Risks and Fall Backs / Contingency Plan•Phasing and Check Points / Milestones•Graphical presentation of the project components–Gannt and Pert charts•Workpackage list•Deliverables list•Workpackage description B6 – Work PlanB6 – Work Plan Workpackage DesignWorkpackage Design•Each Objective becomes a single Work Package•For each Work Package–What is the end point? end point becomes the milestone–What steps are needed to get there? steps become the tasks B6 – Work PlanB6 – Work PlanWorkpackage ListWorkpackage List B6 – Work PlanB6 – Work PlanList of DeliverablesList of Deliverables B6 – Work PlanB6 – Work PlanGanntGannt Charts Charts T2.1: Investigation of PA ServicesT2.2: Determination of Service CriteriaT2.3: Selection and Analysis of Suitable Service for OntoGovT3.1: User RequirementsT3.2: Platform SpecificationsT4.2: Development of Ontology Management SystemT4.1: Development of Ontology EditorT5.1: Development of the Service Configuration System M2: Availability of the Ontology EditorM3: Finalisation of Software ComponentsT6.1: IntegrationM4: Availability of Integrated PlatformT6.2: DeploymentT7.2: Execution & Evaluation of TrialsT7.1: Development of Trial & Evaluation PlanT1.1: State-of-the-art AnalysisM5: Executed and Evaluated User TrialsM1: Availability of OntoGov Platform SpecificationsT1.2: E-Gov Lifecycle SpecificationB6 – Work PlanB6 – Work PlanPert ChartsPert Charts B6 – Work PlanB6 – Work PlanDetailed Workpackage DescriptionsDetailed Workpackage Descriptions Proposal DevelopmentProposal DevelopmentB7 B7 ― ― Ethical and Gender IssuesEthical and Gender Issues•Any ethical or gender issues associated with proposal must be addressed–Research must contribute to promoting gender equality ― participation of women must be encouraged at all levels•Indications of relevant gender issues and suggestions on how gender dimension can be integrated into projects are available from:ürtd-sciencesociety@cec.eu.int •No max length B7 ― Ethical and Gender IssuesB7 ― Ethical and Gender IssuesEthical Issues FormEthical Issues Form Proposal DevelopmentProposal DevelopmentCompletingCompleting•Check for other costs per partner per WP (e.g. dissemination cost – printing, booths, …)•Iterate costs to fit via spread sheet•Update all tables with man months, deliverables•Add financial plan rationale to B4•Update A3 with costs•Fine tuning, proofing, spell check•Final agreement of partners •Before uploading–Do a final dummy evaluation using manual – have a non-expert read the proposal•Initial submittal via EPSS Proposal SubmissionProposal Submission The EPSS Submission ToolThe EPSS Submission Tool•The basic templates are given by EPSS–EPSS = internet-based application providing a secure work space for proposal preparation and submission•https://www.epss-fp6.org/epss/welcome.jsp–System allows you to submit updated versions–There is some freedom to add own subheadings and own templates for tables, etc Proposal DevelopmentProposal DevelopmentFinalisingFinalising……•Double-check with Evaluation Criteria–Relevance (Threshold 3/5) –Potential Impact (Threshold 3/5) –S&T Excellence / Quality of the Co-ordination Action / Quality of Integration (Threshold 4/5) !!!–Quality of the Support Action (Threshold 3/5)–Quality of the Consortium / Excellence of Participants (Threshold 3/5) –Quality of the Management (Threshold 3/5) –Mobilisation of Resources (Threshold 3/5) –Overall Remarks Finalising…Finalising…Evaluation Criteria – A Thing to RememberEvaluation Criteria – A Thing to Remember Following are main links you will require -•http://www.cordis.lu/ist •https://www.epss-fp6.org/epss/welcome.jsp •http://www.cordis.lu/experts/fp6_candidature.htm 3 — 3 — Proposal DevelopmentProposal DevelopmentKey Steps (1/2)Key Steps (1/2)•Develop abstract and proposal template, 1st draft•Register with EPSS (Electronic Proposal Submission System)•(Pre-consortium meeting)•Provide partners with appropriate information–Preceded by MOU or NDA, if deemed necessary•Set dates for all partner contributions for Part B at coordinator–Date for first complete draft–Date for critical review–Date for A2 forms 3 — 3 — Proposal DevelopmentProposal DevelopmentKey Steps (1/2)Key Steps (1/2)–Date for final draft and first submission (1 week before deadline)–Date for final critical review•Fill-in EPSS A1 + A2 forms•Work on technical proposal•Final submission (1 day before deadline) 。
