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Overview of the IST Priority Information Package

Overview of the IST Priority Information Package. National Contact Points 23rd Oct 2002 Tom McKinlay: IST Operations. IST Priority Infopack for Call 1. IST Priority Workprogramme 2003-2004 Call for proposals text Call 1 (Official Journal) Brochure “The 6FP in Brief”

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Overview of the IST Priority Information Package

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

  2. IST Priority Infopack for Call 1 • IST Priority Workprogramme 2003-2004 • Call for proposals text Call 1 (Official Journal) • Brochure “The 6FP in Brief” • Guides for proposers Call 1 • Evaluation Manual • Guidelines for Evaluators Call 1

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

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

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

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

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

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

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

  10. Guide for proposers - Call 1 Type of submission and evaluation • 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 other instruments, based on written material only (* FET Open in Continuous call - two step submission)

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

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

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

  14. Guide for proposers - Call 1 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

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

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

  17. Guide for proposers - Call 1 Proposal submission • Electronically via the Internet (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 NOT to the address used in FP5: NOT to any other Commission office !

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

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

  20. Cordis call page - Call 1 • Links to download Infopack documents • Links to download legal docs (Programme Decision…) • Contact persons in Commission (e.g. per Research priority) • Link to NCP services • Links to other support services • Link to facilities for electronic pre-registration, proposal submission • Link to download pre-registration, proposal submission forms for paper submission • Other links (INCO, ISTAG…)

  21. Evaluation manual FP6 • “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

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

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

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