Tips for proposers. Cécile Huet, PhD Deputy Head of Unit A1 Robotics & AI European Commission. Robotics Brokerage event 5 Dec Cécile Huet 1

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Tips for proposers Cécile Huet, PhD Deputy Head of Unit A1 Robotics & AI European Commission Robotics Brokerage event 5 Dec. 2016 Cécile Huet 1

What are you looking for? MAXIMISE IMPACT OF PROGRAMME on R & D & I INCREASED VISIBILITY OF EUROPEAN FUNDING IMPROVE THE EXPLOITATION OF SCIENTIFIC & TECHNOLOGICAL RESULTS STRONGER INDUSTRY/USER PARTICIPATION & COMMITMENT Robotics Brokerage event 5 Dec. 2016 Cécile Huet 2

TIPS FOR PROPOSERS: DO & DON'T Robotics Brokerage event 5 Dec. 2016 Cécile Huet 3

What works 1 Ambitious yet realistic objectives Target the Call What fails Describing numerous diverse goals without clarifying how they tie together Using keywords from the call, rather than more specific terminology in line with the specific intent Re-submission from other challenges artificially re-shaped for this challenge Robotics Brokerage event 5 Dec. 2016 Cécile Huet 4

What works 2 Follow-up: explain clearly the new added-value. What fails Mere continuation of an existing project Partial or full resubmissions of previously rejected proposals are allowed, and treated like all other (new) proposals but need to be adapted to current call Not taking into account comments from previous Evaluation Summary Report Resubmitted to a different call without adaptation Robotics Brokerage event 5 Dec. 2016 Cécile Huet 5

What works 3 Precise position with respect to the State-of-the-Art (literature/funded projects) Where it stands How it will be advanced Justify the specificity / contribution in the FP7-H2020 landscape Situate the proposal in reference to ongoing projects Build on them Identify potential synergies and/or possible cooperation Identify gaps What fails Lack of discussion of SoA Promising something too far beyond SoA, or already done Proposing a large effort on literature survey within the project Apparent Double funding Robotics Brokerage event 5 Dec. 2016 Cécile Huet 6

What works 4 Convincing description of methodology: make clear what you want to do and HOW What fails Insufficient description of methodology, proposals tell WHAT they want to do but not HOW Be honest when the way forward is not clear, don t deny or underestimate difficulties Believing that the evaluators won't notice that you don t know how to proceed Robotics Brokerage event 5 Dec. 2016 Cécile Huet 7

What works 5 Clearly specified success criteria Milestones/expected functionalities/benchmarks/metrics Need for integration well taken into account - concrete mechanisms: integration weeks, exchange of staff, etc. Spell out the management risks and the specific technological risks in a realistic and concrete way. Provide a credible contingency plan. What fails Vague promises to solve all the open issues Underestimated integration Claiming that a research project is almost risk-free. Robotics Brokerage event 5 Dec. 2016 Cécile Huet 8

What works 6 Bring the right partners on board from the start One single rule: three mutually independent partners from three different Member States or participating countries. What fails Artificial Add-on: Attempt at Good geographical coverage Un-manageable / inefficient project with large number of partners Consultant for administration / finance only without proven cost efficient/ added value Dissemination delegated to partner without any experience with specifics of the field Robotics Brokerage event 5 Dec. 2016 Cécile Huet 9

What works 7 3 possible motives for industrial participation: Involvement of R&D departments Providing platforms Enabling validation scenarios Demonstrated commitment to the project Genuine interest in the project outcome What fails Industry artificially-added with no clear role / added value or no clear commitment to the project Robotics Brokerage event 5 Dec. 2016 Cécile Huet 10

What works 8 CVs of key PIs and references to most relevant publications Match the human resources and management to the proposal needs What fails Missing CVs of key PIs or references to most relevant publications Big names without any real involvement Over or under-estimation of the budget Management too complex or too generic Robotics Brokerage event 5 Dec. 2016 Cécile Huet 11

What works 9 Creative dissemination of results: Potential impact for the EU Use of modern media, social networks, summer schools What fails Dissemination too restrictive or generic Explain the expected concrete impact: On S&T On business & society Description of the impact vague & generic Robotics Brokerage event 5 Dec. 2016 Cécile Huet 12

Don't Improvise: If you are a scientist don't draft the exploitation plan If you are an engineer, don't invent the problems, consult the users! You are a scientist/engineer, don't spend your time improvising the role of communication expert collaborate with them -> Instead, exploit the expertise of people: use them where they are the best at Robotics Brokerage event 5 Dec. 2016 Cécile Huet 13

Myths You need a partner from East West North South You need an SME You need a consulting company You cannot have a partner with more than 30% of the budget A follow-up project gives you advantage Declaring a re-submission is a bad thing Robotics Brokerage event 5 Dec. 2016 Cécile Huet 14

Tips Read the call text Read the background document Attend the specific brokerage event/infoday for the topic you plan to submit too 70 pages (including references) is plenty provided you go to the point, and avoid repetition Robotics Brokerage event 5 Dec. 2016 Cécile Huet 15

Most common mistakes Explain the what but not the how Explain the SoA but do not differentiate from that Bring a partner that "look good", without clear added value Don't explain the interdependencies between WP/tasks Lack concreteness Improvised Exploitation plan/business case Does not DEMONSTRATE the requested expertise Lacking or (excessive) overlapping expertise Robotics Brokerage event 5 Dec. 2016 Cécile Huet 16

Horizon 2020 Proposal content A short grant preparation phase No negotiation proposal = final project work plan, not a sales brochure The maturity, specificity and completeness of the work plan will be taken into account at the evaluation stage weaknesses will be penalised Robotics Brokerage event 5 Dec. 2016 Cécile Huet 17

Horizon 2020 Proposal content Risk assessment Both project management risks and content Credible contingency plan Workpackages description Measurable Objectives Reflected in the tasks descriptions and deliverables. Self-Assessment of progress and results Interdependencies between tasks Partners contributions to tasks Deliverables and milestones Keep the list compact + clear description Specify major milestones + corresponding measurable objectives + means of verification Robotics Brokerage event 5 Dec. 2016 Cécile Huet 18

Ethics Review Goal: check: compliance with ethical rules and std (National, EU, Intl) authorizations and ethics approvals proportionality of the research methods applicants' awareness of the ethical aspects and social impact Outcome: If ethics requirements contractual obligations Robotics Brokerage event 5 Dec. 2016 Cécile Huet 19

Important points note Impact Assess the expected impact given the whole package: the objectives, approach, work plan, consortium, dissemination & exploitation activities, etc. i.e., what can be realistically achieved within the timeframe of the project Value for money is an important factor Robotics Brokerage event 5 Dec. 2016 Cécile Huet 20

Expected impact check AGAINST WP TEXT No single proposal is expected to address the whole list Check whether the proposal is concrete and specific about what the project results would achieve in the areas described in the Work Programme (section "Expected Impact"), during the project lifetime and beyond Which concrete actions will be carried out during the project to achieve such impact Do the proposers stress their (competitive) positioning / technical advantage in possible future markets or applications? Assess the need for industry participation and provide evidence of their commitment Robotics Brokerage event 5 Dec. 2016 Cécile Huet 21

Measures to maximise impact exploitation of results Should be well thought-out and properly resourced Involves people with the right expertise (for technology transfer, patents etc.) Robotics Brokerage event 5 Dec. 2016 Cécile Huet 22

Measures to maximise impact exploitation of results Exploitation mechanisms for example: Analysis of current market Management of the IPR Analysis of existing patents plans for patenting Credible business plan or business case clearly defined and sufficiently detailed Also projects with a more scientific approach have to make clear what the eventual exploitation outcomes and impact will be. Robotics Brokerage event 5 Dec. 2016 Cécile Huet 23

Exploitation plan - Crucial Concrete exploitation strategy: potential exploitable results target users mechanism planned DURING the project for attracting them credible business case (as appropriate) involvement of people with the right expertise (for technology transfer, patents etc.) is highly encouraged where appropriate projects closer to innovation: describe the path towards exploitation (at partner level & project level). Robotics Brokerage event 5 Dec. 2016 Cécile Huet 24

Role of industries and end users Industry has a far greater role to play in R&I than before. Involvement of industry as manufacturers, system suppliers, integrators or users is welcome, as appropriate, depending on the needs of the project and on the technology readiness level addressed. The involvement of end users in projects is encouraged. In some projects, such as Use Cases, and Pre-commercial Procurement it is a must. Robotics Brokerage event 5 Dec. 2016 Cécile Huet 25

Dissemination/exploitation If industrial dimensions -> not necessary to make all deliverables public. In that case, justify why and describe the plans to protect and exploit such results. H2020 rules on IPR assure that "Ownership of background is not affected by participation in a H2020 project", and "Results are owned by the beneficiary that generates them. " BUT DISSEMINATION -> DEMONSTRATE IMPACT OF THE FUNDING Robotics Brokerage event 5 Dec. 2016 Cécile Huet 26

Measures to maximise impact dissemination of results Concrete dissemination plan, scientific and non-scientific, with a coherent vision, not just a 'shopping list' Targeting all types of media channels and audiences (website, press releases, publications, exhibits at fairs, social media), as relevant Robotics Brokerage event 5 Dec. 2016 Cécile Huet 27

Last but not least Nothing artificial: Number of partners, geographic coverage, budget, types of partners (SMEs, ) ANY CHOICE DICTATED BY THE PROJECT NEEDS Extremely competitive Be Outstanding! Robotics Brokerage event 5 Dec. 2016 Cécile Huet 28

THANK YOU! Robotics Brokerage event 5 Dec. 2016 Cécile Huet 29