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Work Package 3

Work Package 3. Work Package 3. The main objective of this WP is to improve the knowledge of NCPs in pre-screening FP7 environment proposals The aim is to decrease the number of out of scope of the call proposals and to improve the quality of those which are submitted.

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Work Package 3

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  1. Work Package 3

  2. Work Package 3 • The main objective of this WP is to improve the knowledge of NCPs in pre-screening FP7 environment proposals • The aim is to decrease the number of out of scope of the call proposals and to improve the quality of those which are submitted

  3. Tasks and Deliverables • Task 3.1: Preparation of training materials • D3.1: Training material on proposal pre-screening (M24) • Task 3.2: Developing a tool for pre-screening proposals • D3.2: Pre-screening tool (M12) • Task 3.3: Feedback of using the pre-screening tool and its updates • D3.3: Questionnaire to evaluate the proposal pre-screening tool (M12) • D3.4: Report of the evaluation of the pre-screening tool (after calls 2010-2013)

  4. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening Aim • A complete set of training materials on proposal pre-screening for use in the WP1 training courses. Presentations will be produced and will be backed up with exercises to provide practical experiences for the NCPs being trained.

  5. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening Progress so far • In collaboration with the Dutch NCP, the training was delivered at the last partner meeting in Malta. • A series of presentations and exercises were developed based on the pre-screening tool. • A summary handbook/guide has been developed and is available on the website.

  6. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening • Provides a background and the structure of the advice and guidance given • Show the stages of the proposal the tool can be used for • Lists the documents you should use in conjunction with the tool Introduction to the Pre-screening Tool

  7. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening Pre-screening • Shows the different types of advice/guidance and how it is presented in the tool • Formal Guidance • Common Errors • Good Practice • What the Evaluator Looks For • Checklist • Model Answers

  8. Formal Guidance Explain the concept of your project. What are the main ideas that led you to propose this work? Describe in detail the S&T objectives. Show how they relate to the topics addressed by the call, which you should explicitly identify. The objectives should be those achievable within the project, not through subsequent development. They should be stated in a measurable and verifiable form, including through the milestones that will be indicated under section 1.3 below. Introduction to EU Research Funding

  9. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening Training • Fit to Call • Demonstrates how to breakdown a topic description into the core elements • Provides an example and an exercise with answers.

  10. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening Training • Milestones and Deliverables • Provides an explanation and describes how they are used in proposals • Gives examples • Includes an exercise on identifying milestones and deliverables from a mixed list

  11. 3.1: Preparation of Training MaterialsD3.1: Training material on proposal pre-screening Training • Impact • Emphasises the importance of this (often neglected) section • Exercise involves writing a dissemination work package for a fictitious project • Provides guidance on the areas that need to be considered.

  12. 3.2: Developing a Tool for Pre-screening proposals D3.2: Pre-screening tool Aim • To develop and support NCPs in the activity of pre-screening proposals through a tool for all projects in FP7 • The pre-screening tool will be a handbook that will provide • Comments on the different sections of a proposal • A model response • Checklists that can be used to ensure all aspects of the proposal have been addressed.

  13. 3.2: Developing a Tool for Pre-screening proposals D3.2: Pre-screening tool Progress so far • A pre-screening tool has been developed for the following types of proposals • Collaborative proposals – stage 1 new • Collaborative proposals – stage 2 updated • Collaborative proposal –stage 2, short version • Coordination and Support Actions • Coordination and Support Actions, short version v1 • Management guidance

  14. 3.2: Developing a Tool for Pre-screening proposals D3.2: Pre-screening tool • Collaborative proposals – stage 1

  15. 3.2: Developing a Tool for Pre-screening proposals D3.2: Pre-screening tool Collaborative proposals – stage 2 Updates include: • Examples of the A forms • Restructure of the financial section • General Checklist

  16. Collaborative proposals – stage 2 Introduction to EU Research Funding

  17. Collaborative proposals – stage 2 Introduction to EU Research Funding

  18. 3.3: Feedback of using the pre-screening tool & its updates D3.3: Questionnaire to evaluate the proposal pre-screening tool Aim • To get feedback on the pre-screening tool using a questionnaire after the call deadline. D3.4: Report of the evaluation of the pre-screening tool Aim • A report will be generated based upon the questionnaire responses that will contain recommendations for the improvement of the pre-screening tool. The tool will then be updated in line with the report’s recommendations.

  19. 3.3: Feedback of Using the Pre-screening Tool & its Updates • NCPs were asked to review the pre-screening tool following its use on proposals for the ENV2011 call • A questionnaire was circulated and we had 9 responses (plus 1 incomplete) c Beta Technology

  20. Lior Ben Artzi - Gershon – ISERD, Isreal Anabela Carvalho – GPPQ, Portugal Katerina Kari – EIC, Cyprus Detelin Markov – Technical University of Sofia, Bulgaria Paola Materia – APRE, Italy Stefanie Pietsch – FZ Jülich, Germany JF Renault – FZ Jülich, Germany Alain Straus – FFG, Austria Meltem Unlu Tokcaer – TÜBİTAK, Turkey Introduction to EU Research Funding

  21. 3.3: Feedback of Using the Pre-screening Tool & its Updates • Based on the feedback received, a number of modifications have been made to the document. These changes include: • Inclusion of contingency planning • Making the financial part less objective • Development of a general check-list • Development of a separate tool for the two-stage proposal process, i.e. a tool specifically for first stage proposals.

  22. 3.3: Feedback of Using the Pre-screening Tool & its Updates Feedback on both the full length version and the short version of the pre-screening tool indicated: • In general, NCPs are happy with the tools and find them useful in helping to screen proposals prior to submission • NCPs felt that the tool had improved since the first review, being more complete, with more useful information in it • The inclusion of hyperlinks make the tool more user friendly

  23. How Can You Help • A request for feedback on the pre-screening tool will be sent out in the next couple of weeks • Please tell us what you think and how it could be improved. • Link to the questionnaire will be sent via the Xtranet

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