Federico MilaniEuropean Commission

March 2004 – Part2

eeContentContentEuropean Digital ContentEuropean Digital Contenton the on the Global NetworksGlobal Networks

• Proposal preparationProposal preparation

• Points of attentionPoints of attention

• Proposal evaluationProposal evaluation

AgendaAgenda

eContent 2004:

Proposal Preparation

Deadline 14 May 2004

Proposal PreparationProposal PreparationReference documents Reference documents www.cordis.lu/econtentwww.cordis.lu/econtent

(1) Work Programme: content of the action lines

(2) OJ notice of the Call: open action lines and deadlines for proposal submission

(3) Guide for proposers: necessary guidance on how to submit a proposal and the forms necessary

(4) Guide for evaluators details the evaluation criteria and process

(5) Model Contract and General Conditions

EC Pre-proposal service closed – consult NCP

Good proposal formulaGood proposal formula

• WHAT ?– Clear objectives

• (commercial, technical...) baseline, proposed approach and methods, existing barriers and bottlenecks, risks and competing approaches

• innovative aspects and expected (market) impact

• WHY ?– Clear motivations

• business case and envisaged revenue models already at proposals stage

• HOW ? – Detailed workplan broken down into workpackages

• monitorable goals and performance indicators• professional management & communication plan

• By WHOM ?– Consortium description

• details of each partner’s competencies and contributions • balance between partners

• For WHOM ?– Description of the targets of the action in connection

with the project’s “business” case• description of the market potential possibly with measures to

address competition

• To achieve WHAT?– within the project

• intermediate and final results• details on exploitation & dissemination plans

Good proposal formulaGood proposal formula

Completeness of the proposalCompleteness of the proposal

• Part A - forms A1-A5 for legal, financial and administrative information

• Part B - description of the proposal, work packages, resources (human/know-how)

• Part C - acknowledgement of receipt

• Where relevant, references, letters of support (e.g. third party financial contribution)

Part A - FormsPart A - Forms• Download from web (http://www.cordis.lu/econtent/)

• Correct and coherent data• Signed by authorised persons

…and some fields are even more important than some others...

...action line, legal name and status, fax no, duration, requested EC funding, cost basis, signature fields...

Budget FAQsBudget FAQs• Overheads = indirect general cost necessary for carrying

out the project – e.g. cost for administration, management, buildings and

equipment, water, electricity, telecommunications, office supplies

• Subcontracting– up to 20% and less than € 100 000; else CE approval required

– no conflict of interest

– tendering procedure - min. 3 offers to determine best price-quality ratio

BudgetBudget

• Realistic cost projections– in line with effort detailed in Part B– human resources (not too cheap/expensive; sensible relation

between tasks and effort)

• Chosen funding model affects all contracts with the Commission– Additional Cost - Public Sector– Full Cost - clearly identifiable overheads– FC with flat rate for overheads (7%)

• Pre-financing 40% > intermediate and final payment upon justification of actual costs incurred

Often encountered pitfallsOften encountered pitfalls

• A3 - financial information has to balance– assets/liabilities

• Profit and loss accounts– pay attention to + / -

• Consistency of

– A5 forms of individual partners feed into A4 form giving overall budget

– project duration in part B work packages vs part A

Part B - Description of WorkPart B - Description of Work

• Format– Pages numbered, not to exceed 30– Clear title page

• Structure (see Guide for Proposers part B)– has to address all evaluation criteria

• Appendices– consortium and partner description– CVs of key personnel

Points of attentionPoints of attention

• Importance of abstract and introduction• consistency in work packages (part B vs A forms)• reasoned structure of deliverables• project milestones - WP interdependencies• demonstration of co-financing capacity and resources

available• elaborated business model AL 1.1 (more than a WP

promising to develop one later on!)• description of the potential market, addressing

competition or fall back options

Lessons from the past callsLessons from the past calls

– late deliveries persist– too vague description of market potential– too „wordy“ and academic proposals– not enough demonstration of resources available to

carry out the work

• less eGovernment/IST/translation proposals• business plan and sustainability begin to be addressed

but still not clearly enough

eContent:

Proposal Evaluation

Proposal EvaluationProposal Evaluation

• Eligibility criteria (EC staff)– Timely arrival to EC by 14 May 2004 17h00 Luxembourg time

– Consortium composition, completeness, etc.

• Award criteria (EC and experts)– 35% Quality, relevance, innovation and impact

– 35% Partnership, resources and management

– 15% European added value & contribution to relevant policies

– 15% Contribution to economic & social objectives

• Selection Criteria (EC and experts)– Financial capacity

– Human resources

Post Evaluation schedulePost Evaluation schedule

• Evaluation in June

• Commission procedures (July-August)– Consultation of other services– Evaluation report to Member States

• Information of participants (September)– Opening of negotiations with selected proposers

• Contracts with successful proposers by the end of 2004

RealitiesRealities

• Up to now high participation– Only excellent proposals will receive funding– Formally non-eligible and out of scope proposals consistently

rejected

• With 75 funded projects, innovation becomes an issue

• New financial rules of the Commission– Impact on projects selected for funding– Joint liability implementing the project– select your partners

carefully!

Remember toRemember to

• Study the documentation and the evaluation criteria thoroughly

• Know the context of the eContent programme

• Follow the guidelines and use the forms provided

• Focus on your idea and find the Action Line it fits best - not vice versa

• Make sure your proposal is signed and reaches Luxembourg by set deadline (of receipt!)

For more information, visit:For more information, visit:

http://www.cordis.lu/econtent/

http://www.content-village.org/

Thank you for your attention.