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EC Projects & Funding

EC Projects & Funding. Nigel Lambert +44 (0)7903 584266 nigel.lambert@me.com Movewrite Limited. Future Challenges. Collaboration is Key. Future advances can only occur with collaboration Challenges: Technology progression Skill specialism & view point Management of information

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EC Projects & Funding

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  1. EC Projects & Funding Nigel Lambert +44 (0)7903 584266 nigel.lambert@me.com Movewrite Limited

  2. Future Challenges

  3. Collaboration is Key • Future advances can only occur with collaboration • Challenges: • Technology progression • Skill specialism & view point • Management of information • Ever higher hurdles to market/real-world • In a knowledge based economy future competiveness will be driven by our ability to collaborate – critical for long term European economic wellbeing

  4. Prospective on Funding THE MARKET PRE-COMPETITIVE COMPETITIVE FP7 European Investment Fund European Research Council Competitiveness and Innovation FP(CIP) RESEARCH APPLICATIONAL RESEARCH PRODUCT DEVELOPMENT FIRST MARKET REPLICATION BEHAVIOURAL & SYSTEM CHANGE KNOWLEDGE & TECHNOLOGY MATURITY

  5. Why European Union FP7 Funding • EU wants to increase competitiveness of companies • Compete in global markets • Create jobs for EU • Create increased wealth for EU • Increase EU R&D spend • From current 1.9% GDP • Transition to 3.0% GDP • Overtaking USA spend on R&D of 2.7% GDP • Framework Programme 7 – budget of ~ €53 billion • Increased wealth • Increased employment • Payback through greater taxes

  6. Purpose of FP7 EC funding Innovation Research Education Lisbon Strategy: • "most dynamic competitive knowledge-based economy in the world“ • The 'knowledge triangle‘ is core to meeting this goal • FP7 brings together all the research related activities • A raft of objectives to try and get to this aim http://cordis.europa.eu/fp7/home_en.html

  7. FP7 Programme Budget

  8. FP7 Programme Budget

  9. EC Project Operation

  10. Roles - EC Officers • Full time employee of the Commission • Scientific, Administrative and Financial Officers • Main link within the Commission • There as a colleague for the partnership • Specialist in overall project supervision • Contacts with other projects • Provide advice/assistance • Periodic reviews

  11. Roles - Project Coordinator • Supervision of project progress relative to the project schedule/plan • Collection of participants documents, costs and other statements for forwarding to the EC • Transmission of project reports and documentation between participants and the EC • The Project Coordinator is effectively the Project Managing Director & Financial Coordinator ~ Banker

  12. Roles – Partners Industrial Partners - SMEs & LEs • To supply background technology and adapt technology needs • To direct and supply Technical effort • To assist in technology development using core skills • ‘Eligible costs’ supply of tooling, materials and testing facilities and time • Arrange the exploitation route • Exploit project results Researchers • To arrange and conduct the research required • To transfer technology to the industrial partners • Project Coordinator • To ensure EC contractual & technical obligations are met • EC Scientific Officer • Procedural advice and assistance

  13. Documentation EC Grant Agreement • Annex I - Description of Work “DoW” - Proposal • Annex II - General conditions • Annex III - Non applicable • Annex IV - Form A – Accession of beneficiaries to the grant agreement • Annex V - Form B – Request for accession of a new beneficiary to the grant agreement • Annex VI - Form C – Financial statement per funding scheme • Annex VII - Form D – Terms of reference for the certificate on the financial statements and Form E - Terms of reference for the certificate on the methodology

  14. Documentation Other Important Documentation • Consortium Agreement • Project reports and data • Project budget & control documents • Project plan & monitoring document • Meeting minutes/records • Documentation and evidence to support financial claims • Note or laboratory books • Meeting minutes and notes • Diaries & logs • Travel documentation & receipts • Documentation associated with purchases and shipping

  15. EC Typical Reporting • 6 Monthly Summary Progress Management Reports • 4-8 pages technical and management • Periodic EC Reports (18 Monthly) • 20 pages, technical, management, exploitation, project continuation • 18-Monthly Periodic Cost Statements • Final Reports • Final Technical Report • Publishable Summary Report • Dissemination and Use Plan (DUP) • Specific Task Deliverables and Reports • Exact requirements will be confirmed with the EC Scientific Officer Contributions will be requested from appropriate Partners when due according to the Deliverables Table

  16. EC Financial Reporting • EC require 3 project cost claims • Period 1 ~ covering months 0 to 18 • Period 2 ~ covering months 19 to 36 • Partners - 18monthly Summary Cost Statements (Form C) • Need to record project contributions / time • Partners need to use a “fit for purpose” accountancy system • Coordinator will issue a “one pager” and complete Form C • Form C is a Signed Summary Sheet Only • Need to keep supporting documentation • Financial records, timesheets, expense receipts etc • Keep for project duration + 5 years • At least final claim to be supported by Audit Cert.

  17. Consortium Agreement • Agreement between Partners • Visible to EC • Internal organisation & management of the consortium • IP agreements, licensing, exploitation, supply • Pre-existing know-how • Project funds & payments • Settlement of internal disputes

  18. Additional Slides

  19. Introduction – Nigel Lambert • Physicist/Biomedical Engineer • Early career – Philips Electronics & Sharp Electronics • Later career – en vivo & in vitro diagnostics & medical devices/technologies • Established and run over 20 large scale international R&D projects • Raised approximately 50m Euro funding to date • Advisor to the UK Department of Health, trade association, Innovation bodies and Corporate clients • EC, UK funding programme reviewer • Established own company Movewrite Limited in 2008.

  20. Structure of a Typical Project Consortia ?% 75% 75% 50% 75% 75% ?% IP Consortium Agreement Grant Funding € ??? (Coordinator/lead partner) Foreground IP Relevant to the Partner Uni 1 (Key Researcher) SME 1 (Provide of IP/Component) Large Player (Market Access/Muscle) SME 2 (Provide of IP/Beneficiary) Clinic/Uni 2 (Validation and/or Research) Other (PM, IAG, Ethics, IP or End User)

  21. Project Formats

  22. Case Studies One

  23. Decision Support for Orthopaedic Surgery Automotive Sector Technology Transfer – Finite Element Analysis Methods Our Objectives... Medical Sector

  24. Decision Support for Orthopaedic Surgery In the Computer Bespoke Patient Plan Patient Surgeon Surgeon Training Systems Tools for the design of future Implants Implant Solution – Advanced Computation Biomechanics

  25. DeSSOS Project Consortium R&D Focus Commercial Focus Implant Suppliers (Market Access) Global Medical Device Comp (Market Access) Computational Biomechanics (Research Expertise) Clinical Centre (Software Validation) Mathematical Methods (Research Expertise) Software Suppliers (Software Dev, market access) Project Facilitation Software Development (Research Expertise) Biomechanical Research Inst (Research Expertise) Project Management (Financial & Legal Admin)

  26. Case Studies Two

  27. RANGER – Point of Care Diagnostics for Infectious Disease Influenza is one of today's biggest threats to the World's socio-economic health Global pandemic projected to cost $800 bn, potentially infecting 25-35% of the global population and where conservative WHO estimates have placed the likely death toll at 2-7.4M Urgent need for rapid portable accurate diagnosis

  28. Path to Funding HEALTH-2007-2.3.3-4: Innovative point-of-care diagnostic tests for influenza. The objective is to develop and validate affordable, reliable, and rapid diagnostic tests for influenza infections with designated viruses. Research outcomes should be applicable to surveillance and early detection of an epidemic outbreak and suitable for point-of-care use in both developed and developing countries, addressing early biological markers and/or late surveillance. User-friendliness, relevance of the clinical read-out and availability of the tests at large scale should be important criteria. The expected project results should clearly be of interest and potential benefit to industry, preferably SME(s). Enigma Diagnostics Limited – Start-up diagnostics company with automated platform for molecular diagnostics April 2007 – Submitted an application for the development of a robust diagnostic system for field/clinic diagnosis of H5N1 October 2007 – Awarded 3m Euro grant May 2008 – Project Started

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