experiences of the evaluator rndr. zuzana boukalovÁ crossczech, ccss, geo group

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EXPERIENCES OF THE EXPERIENCES OF THE EVALUATOR EVALUATOR RNDr. Zuzana BOUKALOVÁ RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO CROSSCZECH, CCSS, GEO Group Group

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Page 1: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

EXPERIENCES OF THE EXPERIENCES OF THE EVALUATOREVALUATOR

RNDr. Zuzana BOUKALOVÁRNDr. Zuzana BOUKALOVÁ

CROSSCZECH, CCSS, GEO CROSSCZECH, CCSS, GEO Group Group

Page 2: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Professional Professional ExperienceExperience Charles University, Faculty of Charles University, Faculty of

Science, Dept. of Hydrogeology, Science, Dept. of Hydrogeology, Civil EngineeringCivil Engineering

Geological Institute of Geological Institute of Czechoslovak Academy of ScienceCzechoslovak Academy of Science - - hydrogeologisthydrogeologist

University Politecnica de Valencia, University Politecnica de Valencia, SpainSpain – groundwater modelling – groundwater modelling

HR Wallingford Ltd. – water HR Wallingford Ltd. – water managementmanagement

Page 3: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Back in Prague from Back in Prague from 19961996 GEO Group, a.sGEO Group, a.s.:.: participation in the management, design and participation in the management, design and

realization of groundwater and non-saturated realization of groundwater and non-saturated zone pollution survey and remediation projects zone pollution survey and remediation projects

supervising expert in the team for government supervising expert in the team for government remediation programmes in groundwater and remediation programmes in groundwater and soil pollution. soil pollution.

PHARE, PHARE-CREDO, ISPA and SAPARD PHARE, PHARE-CREDO, ISPA and SAPARD project coordinatorproject coordinator

55- th- th and 6 and 6-th-th FP projects managing director FP projects managing director (CEGRMOMA, (CEGRMOMA, IRON CURTAIN, IRON CURTAIN, IMPACT, IMPACT, TRANSCAT, FLOODsite)TRANSCAT, FLOODsite)

Page 4: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

From the year 2000From the year 2000

VZ GLS, a.s.VZ GLS, a.s. as the 5.FP project as the 5.FP projectss LOWRGREP and ENERGY FOREST managing LOWRGREP and ENERGY FOREST managing directordirector

CROSSCZECH a.s.CROSSCZECH a.s. : Head of the : Head of the Department, Hydrogeologist, ConsultantDepartment, Hydrogeologist, Consultant

Czech Center for Strategic Czech Center for Strategic StudiesStudies (CCSS), the member of the (CCSS), the member of the Managing BoardManaging Board, ARMONIA project WP leader , ARMONIA project WP leader

EDUCEUMEDUCEUM – the pool of 6 experts – the pool of 6 experts having ahaving a long lasting long lasting experience in different experience in different areas of European research and EU funding.areas of European research and EU funding.

Page 5: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Evaluator, Evaluator, Rapporteur

Marie Curie ActionsMarie Curie Actions (2003, 2004)(2003, 2004) eContent eContent (2003, 2005)(2003, 2005) Member of the Member of the „„Sounding Sounding

BoardBoard““ of the Commissioner Janez of the Commissioner Janez Potočnik, responsible for Science and Potočnik, responsible for Science and Research within the European Research within the European Commission (simplification of Framework Commission (simplification of Framework Programme procedures, FP7), 2005Programme procedures, FP7), 2005

Page 6: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Marie Curie Marie Curie ActionsActions Marie Curie Excellence Grants: Marie Curie Excellence Grants:

Excellence Grants, Awards, Chairs

(remote evaluation)

Marie Curie Conferences and Training Courses

(remote evaluation)

Page 7: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Marie Curie Marie Curie ActionsActions For the evaluation, the proposals are For the evaluation, the proposals are

divided to 8 areas (disciplines):divided to 8 areas (disciplines):

CHE:CHE: chemistry chemistry ECO:ECO: economics economics ENG:ENG: engineering engineering ENV:ENV: environment environment LIFE:LIFE: life sciences life sciences MAT:MAT: mathematics and information society mathematics and information society PHY:PHY: physics physics SOC:SOC: social sciences and humanities social sciences and humanities

Section Z:Section Z: multidisciplinar projects multidisciplinar projects

Page 8: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Marie Curie Marie Curie ActionsActions Year 2004:Year 2004: GenderGender MM FF TotaTota

ll

Heiger Heiger EducatioEducationn

3434 2525 5959

RESRES 1313 1212 2525

INDIND 44 33 77

OTHOTH 33 22 55

TotalTotal 5454 4242 9696

Page 9: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

MC Actions – MC Actions – SCORE SCORE (evaluations by (evaluations by experts)experts) 0 – the proposal fails or cannot be 0 – the proposal fails or cannot be

judget against the criteria due to judget against the criteria due to missing or uncomplete informationmissing or uncomplete information

1 – poor1 – poor 2 – fair2 – fair 3 – good3 – good 4 – very good4 – very good 5 – excellent5 – excellent

Page 10: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

MC actions MC actions EVALUTIONEVALUTION

Remote evaluationRemote evaluation (3 evalators -independent (3 evalators -independent experts- per 1 proposal); confidentiality and non-experts- per 1 proposal); confidentiality and non-conflict of interest: conflict of interest: individual report forms (IRF)

A rapporteur will be nominated to prepare the Consensus Report (CR) for a given proposal and obtain approval from the other evaluators

Panel meeting in BrusselPanel meeting in Brussel; f; for each proposal a consensus should be reached and a CR will be prepared and signed by the triplet. One CR form per proposal.

The experts will make a list of the proposals ranked The experts will make a list of the proposals ranked The experts’ conclusions are examined by the ECThe experts’ conclusions are examined by the EC Evaluation Summary ReportEvaluation Summary Report (ESR)(ESR) giving the giving the

opinion of the evaluators to the Coordinator of the opinion of the evaluators to the Coordinator of the proposal, on the basis of the Consensus Reportproposal, on the basis of the Consensus Report

Page 11: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

eContent programeContent program

A multiannual Community A multiannual Community programme to simulate the programme to simulate the development and use of European development and use of European digital content on the global digital content on the global networks and to promote the networks and to promote the linguistic diversity in the linguistic diversity in the Information SocietyInformation Society

eContenplus programme (May 2005)eContenplus programme (May 2005) Call for experts!!!Call for experts!!!

Page 12: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

eContent eContent evaluationevaluation LUXEMBOURGLUXEMBOURG 1 week evaluation1 week evaluation Score 1 – 5 Score 1 – 5 Triplet per 6 – 10 Triplet per 6 – 10

proposalsproposals Panel meetingsPanel meetings Evaluation and reports, all Evaluation and reports, all

finished in Luxembourgfinished in Luxembourg

Page 13: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Review ProcedureReview Procedure of the eContent of the eContent proposalsproposals

1=Unsatisfactory, 1=Unsatisfactory, 2=Poor, 2=Poor,

3=Satisfactory, 3=Satisfactory, 4=Good, 4=Good,

5=Excellent5=Excellent

Page 14: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Agenda of the reviewAgenda of the review

IntroductionIntroduction, , Objectives, context and purpose of a Objectives, context and purpose of a final reviewfinal review by PO by PO

Presentation: Aim and progress of workPresentation: Aim and progress of work (coordinator)(coordinator)

Individual Work-packages Presentation and Individual Work-packages Presentation and discussiondiscussion (WP leaders) (WP leaders)

Demonstration of the Web/CD-ROM product Demonstration of the Web/CD-ROM product (prototype)(prototype) – consortium – consortium

Questions and answer sessionQuestions and answer session PO + reviewers – evaluation PO + reviewers – evaluation PO close, recommendationsPO close, recommendations Successful completion Successful completion – Modify – Rejected– Modify – Rejected Review reports finished by experts from Review reports finished by experts from

home till 1 monthhome till 1 month

Page 15: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

„„Sounding Sounding BoardBoard““ smaller actors in the context of smaller actors in the context of

simplification of Framework simplification of Framework ProgrammeProgramme procedures and procedures and implementation implementation

to incorporate the to incorporate the views of views of experienced stakeholdersexperienced stakeholders into the into the development of the Seventh development of the Seventh Framework Programme (FP7)Framework Programme (FP7)

3 – 4 meetings per year3 – 4 meetings per year 1-st meeting: 17.3. 20051-st meeting: 17.3. 2005

Page 16: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

SB meetingSB meeting

Commission first ideas to achieve Commission first ideas to achieve substantial simplification of the FP7substantial simplification of the FP7

FP Action Plan on Rationalisation and FP Action Plan on Rationalisation and AccelerationAcceleration

I. Actions to simplify and accelerate I. Actions to simplify and accelerate II. Actions to improve quality and II. Actions to improve quality and

effectivenesseffectiveness

Page 17: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Actions to improve Actions to improve quality and quality and

effectivenesseffectiveness The established sets of The established sets of

uniform beings will be uniform beings will be the the basis for briefing all external basis for briefing all external evaluatorsevaluators to ensure to ensure consistency of approachconsistency of approach

DONE:DONE: standard briefing standard briefing available on internal websiteavailable on internal website

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Page 18: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Actions to improve Actions to improve quality and quality and

effectivenesseffectiveness Evaluation Summary Reports Evaluation Summary Reports

sent to proposerssent to proposers MUSTMUST always be of high qualityalways be of high quality

EC will closely monitor the output EC will closely monitor the output from consensus groups and from consensus groups and panelspanels

DONE:DONE: introduced in evaluation introduced in evaluation workshops and briefingsworkshops and briefings

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Page 19: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Actions to improve Actions to improve quality and quality and

effectivenesseffectiveness Quality of evaluators!!!Quality of evaluators!!! may include contacts by senior may include contacts by senior

officials with industrial umbrella officials with industrial umbrella groups, requesting them groups, requesting them to to nominate highly qualified nominate highly qualified individualsindividuals – experts – experts

ONGOINGONGOING

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Page 20: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Actions to improve Actions to improve quality and quality and

effectivenesseffectiveness Further use of two stage proposal Further use of two stage proposal

submission and evaluation (for IP, NoE,…? submission and evaluation (for IP, NoE,…? STREP ?) more experts for evaluationsSTREP ?) more experts for evaluations

Guidelines - revisedGuidelines - revised: : first stagefirst stage is to be is to be as light as possible, based on limited number as light as possible, based on limited number of criteria with limited administrative dataof criteria with limited administrative data

The The second stagesecond stage will be based on will be based on FULL FULL SETSET of evaluation criteriaof evaluation criteria

DONEDONE

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Page 21: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

Actions to improve Actions to improve quality and quality and

effectivenesseffectiveness Rules on annual reviews of Rules on annual reviews of

the projects will be developedthe projects will be developed

ONGOINGONGOING

Review guidelines to be finalised Review guidelines to be finalised and put on CORDISand put on CORDIS

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Page 22: EXPERIENCES OF THE EVALUATOR RNDr. Zuzana BOUKALOVÁ CROSSCZECH, CCSS, GEO Group

THANKS for your THANKS for your attention !attention !

Zuzana BoukalovaZuzana Boukalova

Contact:Contact:

[email protected]@crossczech.cz

[email protected]@geo-praha.cz