excellence & impact in horizon 2020 dr. juliet a. ellis ... · excellence & impact in...

45
EUROPEAN RESEARCH AND INNOVATION OFFICE EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK [email protected]

Upload: others

Post on 22-May-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

EUROPEAN RESEARCH AND INNOVATION OFFICE

EXCELLENCE & IMPACT IN HORIZON 2020

Dr. Juliet A. Ellis

Bid Proposal Manager (Health)

University College London, [email protected]

Page 2: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Agenda Who am I?

What is Horizon 2020?

Innovation

impact

EU rules of engagement

Getting started

Assembling collaborators and ideas

Writing section 1 & 2 - Excellence & Impact

Evaluation/reviewers feedback

Q & A

Page 3: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

• Ph.D Biochemistry - Bristol, UK

• Post-docs (Cambridge, UK): gained medical

science interest & background

• PI: 1. Wellcome Trust, Cambridge, UK

2. Senior lecturer, KCL, UK

3. Expert grant reviewer since 1997

• From 2009, Research Facilitator, UCL, UK

• From 2014, European Proposal Manager, UCL

• From post-EU UK referendum day- Health bid

proposal manager

Me

Page 4: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

H2020: a new type of EU R & I programme

• Completely different goals to Framework

– FP outputs failed to contribute to improve the economic

status of the EU

• Low publication numbers; little impact

– Basic science-driven

• H2020 is all about innovation

– aim is to transform research outputs into economic

growth within EU

• High impact;

• basic science lower priority

– End-users/market-driven

Page 5: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

H2020 overall thematic priority

Delivering strategic technologies

(innovation) that can drive

competitiveness and growth using

an impact-orientated approach

Page 6: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

H2020: a new type of EU R & I programme

• Challenge-based – open to innovative proposals

– Very broad topics (particularly in health)

• More emphasis on innovation

– Scope to propose own innovation solutions

• Greater emphasis on impact – topic-specific

impact statements

• Proposals are both inter-disciplinary and cross-

sectoral in nature to tackle specific challenges

Page 7: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

What is Innovation?

• The process of translating an idea or invention

into a good or service that creates value or for

which customers will pay. An idea must be

replicable at an economical cost and must satisfy

a specific need.

• For EU grants the specific priority is to achieve

this first in the European arena, then globally.

Page 8: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

invention

exploitation

innovation

THE INNOVATION TREE

“The successful exploitation of new ideas to

produce tangible benefits for others”

Page 9: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Innovation categories

• Open Innovation 2

– co-created shared value

• Disruptive innovation

– initially appeal

• to low end footholds

• or new-market footholds

• Sustainable Innovation

– development of new products or re-deployment of

existing ones e.g. Uber

• Non-technological and social innovation

• All types can be addressed in EU grants

Page 10: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Innovation Examples

• Substantial support to activities

– prototyping and testing, demonstrating and piloting, first market replication

i.e. establishing technical and economic viability in (near) operational

environments

• Significant support to demand side approaches

– innovation procurement (pre-commercial procurement and public

procurement of innovative solutions), standard-setting, inducement prices

• Piloting new forms and sources of innovation

– extending beyond technological and research-based innovation

• Leveraging and boosting engagement of industry

– Public Private Partnerships, SME measures, Debt and Equity Instruments

• Emphasis on activities operating closer to the

end-users and/or market

Page 11: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

What is impact?

The extent of the benefits derived from the

innovation(‘Extent’= range or magnitude or distance your innovation stretches)

• Who are the drivers/champions/undecideds you

wish to influence? i.e. your selected

audience/clients

• Who/what in turn influences those clients? (e.g.

government policy/regional regulations)

• How do you raise awareness of and interest in

your specific impacts?

• Can you involve your clients in your project at

some point?

Page 12: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Getting started: EC Europa participant portal

• http://ec.europa.eu/research/participants/portal/de

sktop/en/home.html

• Register for an account

• Select ‘Funding Opportunities’

• Select ‘H2020’ from left hand menu

• Click on relevant boxes

• Or select ‘search topics' from left hand menu, and

type in key words

• Calls will be listed in your field

Page 13: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

RIA Health proposal call texts and template(see supplied handout)

• Click on the title of chosen call

– Open ‘topic description’ for call text

• Single or two stage call

– 30% funded if reach stage 2

• Note deadline(s)

– Open ‘topic conditions and documents’

• Proposal templates section 1-3 and 4-5

• Clinical trial template (if relevant)

• Supporting ethical documentation (if relevant)

• For two stage applications:

– address curly bracket area on template for Stage 1 submission

• Allow 2-3 months for preparation: good grants evolve

Page 14: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

EU rules of engagement

• See the EU ‘General Annexes’ PDF– https://ec.europa.eu/research/participants/data/ref/h2020/other/wp/2016-

2017/annexes/h2020-wp1617-annex-ga_en.pdf

• Check country eligibility

• RIA grants-Minimum of 3 independent legal entities,

each in a different EU member/associated countries

• For RIA - @TRL 5-6 at submission

• Open Science (data/access)

• Cross-sectorial and cross-cutting

– interdisciplinary/transdisciplinary

– diverse partner composition

• Study evaluation rules

Page 15: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Beneficiaries (partners) in your consortium

• Include a range of partner types to generate a strong consortium– universities, research institutes, hospitals, SMEs, industry, pharma,

charities, regulators, NGO, project and business management companies, patient representatives

– 20% of TOTAL H2020 funding goes to SMEs

• Demonstrate some consortium members have worked together before

• Identify third parties and subcontractors AT SUBMISSION

Quality and appropriateness

of consortium

members is evaluated

(OFTEN FIRST)

Page 16: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Trans-disciplinary

• Grants must involve more than one science discipline– and NOT exclusively sub-disciplines of 1

subject e.g. different types of bioinformatics

• Grants are cross-sectoral– e.g. academia/institutes/industry/parent

support organisations/policy

• Integrating cross-cutting themes– Social sciences & humanities

– Relevant sex/gender analysis

– International cooperation (‘third countries’)

– Science education

– ethics

– open science

Page 17: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Health proposal template for health (N.B call specific)

• Part A (on-line)

– Budget and administration

• Part B

– 1. Excellence

• Objectives, meeting call text, background, methodology

• Ambition, State of the Art

– 2. Impact

• Expected impacts

• Exploitation and dissemination plan (mandatory)

• Business plan (where needed)

– 3. Implementation

– 4. Beneficiaries descriptions

– 5. Ethics and security

Stage 1

Page 18: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Example of the structure of a Health call text

• Topic Structure

– Specific challenge

– Scope

– Expected Impact

• Need to meet all of the key

words under the above

criteria EXACTLY AND

COMPLETELY

• Note any footnotes

• H2020 grants less flexible

than RC/charity/FP grants

• €3-6Million

• Can (& recommend) add

external funding

SC1-BHC-01-2019: Understanding causative mechanisms in co- and multimorbidities

Specific Challenge: The increasing number of individuals with co-and multimorbidities

poses an urgent need to improve management of patients with multiple co-existing

diseases. A better understanding of their causative mechanisms is needed to develop early

diagnosis, efficient prevention and monitoring, and better treatments adapted to co- and

multimorbid patients throughout their life course. Furthermore, there are many different

etiological models of comorbid conditions (e.g., direct causation model or a consequence of

treatment). In this context, capturing and measuring patient's complexity in the

context of co- and multimorbidities is crucial for adequate management of these

conditions and requires innovative approaches.

Scope: Proposals should identify and validate causative mechanisms (e.g. molecular, genetic,

correlative, drug-drug interaction) combining mental and physical disorders through the

integration of basic, pre-clinical and/or clinical research11. Applicants should prove the

relevance of the identified mechanisms for co-morbid development. Where pertinent,

development of biomarkers and other technologies for diagnosis and monitoring of comorbid

conditions in patients is encouraged. A purposeful exploitation of existing data, biobanks,

registries and cohorts is expected12, but does not exclude generation of new data. Sex and

gender aspects, age, socio-economic, lifestyle and behavioural factors and any other non-

health related individual attributes should be taken into consideration. SME participation is

strongly encouraged.

The Commission considers that proposals requesting a contribution from the EU of between

EUR 4 and 6 million would allow this specific challenge to be addressed appropriately.

Nonetheless, this does not preclude submission and selection of proposals requesting other

amounts.

Expected Impact:

· New directions for clinical research to improve prevention, diagnosis, prognosis, therapy

development, and management of co- and multimorbidities.

· Whenever relevant identified biomarkers for more accurate and earlier diagnosis,

prognosis as well as monitoring of patients' condition.

Page 19: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Objectives- guidance

Your chosen objectives need to reflect ‘ambition’• Be strikingly novel, unusual or different

• Very challenging, highly ambitious i.e. HIGH-RISK

• Grants constructed around totally assured

outcomes will not be attractive for funding

• Demonstrate each objective outcome is of the

highest degree of development of an art or

technique at the current time

• Objectives need to meet impact (not vice versa)

• Have 5-8 objectives

Page 20: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Select project objectives to maximise the

impact (& not vice versa)

Impact

Objectives

Proposal

SMART:

Specific,

Measurable,

Achievable,

Resourced,

Time boundReflect Ambition

Page 21: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Example of what objectives should look like

(idea of topics one should cover)• To deliver safe and effective XX therapy as a licensed medicine….

with disease Y initially within Europe and then worldwide.

• To develop the expertise and manufacturing protocols that can be

used for other diseases of ZZZZZ and to publically disseminate these

to the science community across Europe.

• To develop the new science (define them) technologies that will

become future therapeutic medicines, to be used routinely globally.

• To engage and involve Y families and patient support groups to help

design clinical studies and to keep patient/family stakeholders

informed of scientific progress.

• To engage with EU regulatory agencies in order to achieve marketing

authorization across the EU WWWW therapy by the end of the project.

• To disseminate through various media …….publicise

…….expeditiously…..allow effective commercialization…….

Page 22: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Example of what objectives should not look like

• Do not have detailed science objectives

• To not mention dissemination, IP, end-users,

commercialisation, marketing

• Must not look like a shopping list

• To not mention Europe…..

• Do not say ‘to improve existing X’ as this is

regarded a incremental and not suited for funding

• Be out of scope with call text and not linked to

impact/ambition

• Be long winded. Keep them short (bullet points)

and not more than ¾ page

Page 23: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Section 1.2 Relation to the work programme

• No long prose

• Recommend you address this through tabulation

• ¾-1 page

• Quick and easy to see you have met the call

requirements

• Two columns

– List the keywords/phrases from the call text

– Address the above succinctly and reference the

relevant WP

Page 24: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Section 1.3 Concept and Methodology

• (a) Concept- include:– Background- not detailed or extensive, project specific

– A TRL flow diagram (see later)

– Tabulate the grants all partners hold, national and international to illustrate your existing collaborations and other projects that feed in. Flag other EU work.

• (b) Methodology- include:– detailed description of research experiments; refer to

individual work packages.

– Sex and gender analysis• Sex-specific condition/disease

• Ratio male:female personnel: need to aim for 50:50 by grant end.

Page 25: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Ambition• Template states:

– …..advances your proposal would provide beyond the state-of-the-art

– …..the extent the proposed work is ambitious

– describe the innovation potential

– …..refer to products and services already available on the market

– list relevant patents

• ‘Beyond the state of the art’ means:– compare your NEW proposed research project with

what is available now to demonstrate your product/service is novel and surpasses SoA

– INCLUDE examples to PROVE your SoA

• Ambition is NOT impact – common mistake

Page 26: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Innovation included in ALL proposal sections

1. Excellence

• Describe any national or international research &

innovation activities which will be linked in to your

project…….those that feed into the project

• Describe the project’s innovation potential

– Defined as: what completely new ideas/outputs the project MAY

generate and what benefit this will bring and to whom

• Ground breaking objectives, new products, business models

• Patent search needs to be included

Page 27: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Innovation included in ALL proposal

sections (contd.)

2. ImpactStage 1 & 2- address the listed expected impacts for your call text

Stage 2-enhance innovation capacity (can the invention/new

creation/design be used to develop other innovations) and

Integration of new knowledge (IP)

– developing innovations to meet markets needs

– delivering innovations to the markets

3. Implementation (not at stage 1)– innovation management (managing all activities surrounding the

new ideas and their development into a product/service)

• Requires an understanding of market & technological issues

Page 28: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Impact in proposal template

• Describing topic-specific described impact is imperative

– i.e. demonstrate YOUR proposed science will contribute to YOUR

described impacts

1. Answer ‘expected impacts’ listed in call text in the context of

your objectives

• You cannot just say ‘these will be met’; need to detail HOW?

2. Address impact statements on grant template: includes

1. Environmental impact

2. Social impact

3. Add in any other impact subjects specific to project

4. Include barriers/risks to achieving impact goals

5. Answer all of the above in a quantitative manner

e.g. Z number of people suffer from X and we expect Y numbers will

benefit across EU if we achieve W; e.g. Cost/time savings.

Always relevant

Page 29: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Impact: link to innovation

• Describe innovation capacity (see earlier)– Demonstrate how the ‘invention’ will be used to develop future

innovation beyond project end

• Integration of new knowledge & knowledge transfer– Strengthening the competitiveness and growth of

businesses• How will your industrial/SME partners grow?

• How will other businesses external to the proposal benefit across Europe?

• Developing innovations to meet EU/global markets– How will you deliver your innovations to markets?

Page 30: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Technology readiness level (TRL)

• An index to measure

maturity and usability of

the technology you are

using

• A metric for standardising

different tech types

• Initially used by NASA in

1974

• In industry, TRL level 6 is

regarded as a major

transition from research to

real life implementation

and commercialisation

Page 31: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

TRL- the facts

• Health grants

– For funding need the project to start overall at TRL5-6

• Can have some objectives starting on lower TRLs

– At least 1 MAJOR objective should reach TRL7/8 by

end of the project

– Illustrate your project TRLs with a flow chart of the

objectives/research outcomes against time

• Thus, within time frame of the grant:

– need to develop a new product/service or re-deploy an

existing one i.e. achieve tangible innovation.

Page 32: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Innovation-Ambition-Impact Triangle

Innovation

Ambition

Objectives

Impact

TRL

Page 33: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Funding criteria

MAJOR

• Innovation• Ambition

• State of the art

• Impact

• Result exploitation & dissemination plan– Technology Readiness Level

(TRL7↑)

– End product/service development/use

– Draft business plan (IP)

Slightly less major

• Inter-disciplinary

• Cross-sectoral

– social component

• Policy/regulatory changes

• Range of beneficiary

types

• Compared to FP7,

proposals shorter in

length, fewer WPs, mainly

3 years (some 4) in

duration

Page 34: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Funding criteria

MAJOR

• Innovation• Ambition

• State of the art

• Impact

• Result exploitation & dissemination plan– Technology Readiness Level

(TRL7+ by end)

– End product/service development/use

– Draft business plan (IP)

Slightly less major

• Inter-disciplinary

• Cross-sectoral

– social component

• Policy/regulatory changes

• Range of beneficiary

types

• Compared to FP7,

proposals shorter in

pages, fewer WPs, mainly

3 years (some 4) in

duration

scie

nce

Page 35: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Evaluation criteria (see handout from EU)

• There are 3 evaluation criteria

– Excellence

– Impact

– Quality and efficiency of the implementation

• Scored for each of 3 sections (3 x 5) for Stage 2

– Either impact or excellence threshold needs to be met FIRST (depends on

call)

• Threshold for funding = 10-12 (grant number dependent)

– results suggest need 14.5 or 15 for health.

• If successful, invited to ‘grant preparation’ stage where you prepare

the ‘Description of Action.’– Only very MINOR changes are allowed

– Grant signature needed by 3 months

• If unsuccessful will be sent evaluator comments

Stage 1 Stage 2

Page 36: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

UCL’s experience of H2020 to ensure

funding, it is mandatory to:

• Develop new ‘products’ or re-deploy

existing ones within time frame of grant

• Emphasise following activities:

– operating closer to the end-users

– which brings work closer/faster to the

targeted market

Page 37: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Current EU comments on proposals

• The best proposals have taken 3-4 months to

prepare…….evolution

• “Excellence” be concise, specific and explain your

theory. No long background sections.

• “Impact”- answer the set call questions.

QUANTIFY. Demonstrate your work will meet

these and say how will monitor them

• “Resources” show you have thought about logistics

of these so that your research will happen

• Answer ALL questions/sections on the proposal

template i.e. read the template

Page 38: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Common Impact failings......

• providing technical/descriptive details of the work

• lack of quantification of arguments

• not addressing ALL ‘expected impacts’

• no discussion of the impact on End Users

• lack of discussion of the global, European, regional impact and social (jobs, growth), financial (value for money), environmental impacts

• no comparisons with countries outside Europe (e.g. China, USA, Russia , Australasia etc)

• Brexit- impact for performing shared research?

Page 39: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Common Impact failings...... (contd)

• written in an UK and not EU context

• no discussion on how research will benefit the European industry

• no discussion of the benefits of the involvement of SMEs and/or industry in the project

• no explanation of how the SMEs involved will benefit from the outputs of the project

• not reading the objectives of the EC’s strategic agenda /white papers relevant to the topic of the call, and including the points mentioned in them– particularly relevant for GACD and IRDiRC

Page 40: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Evaluators- what they look at first (1)

• Consortium composition

– Coordinator needs to have a high profile in his/her field

– Overall complementarity and quality of consortium

• Do not include ‘inferior friends’

• Need a balanced consortium (interdisciplinary)

• How many have worked together before (track record)

• Section 4- Description of partners

– Each partner has to

• Sell their organisation

– Market and potential new markets (if SME)

– Departments/offices important to proposal

• Define role in project

• Define gender of each personnel

• Clarity of objectives and first page

– By end of 1st page need to know what you want to do, why and

its impact TO GRAB INTEREST

Page 41: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Evaluators- what they look at first (2)

• TRL level high enough now, and increases during

grant?

– Make sure you understand TRLs (often incorrectly

described)

– Flow diagram of how each task will increase in TRL

– Realistic increases?

• State of the Art- is your work really this?

– Add evidence

• Quantify- facts and figures

• Interdisciplinary

• WP leaders- are they the best qualified to do this?

Page 42: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Evaluators- what they look at first (3)

• Resources to be committed:

– Paragraph explaining the overall composition of your budget. Flag

up cheap/expensive consumables/equipment

– Justify any external funding

• e.g. company X is providing an extra €1M over the EU funding

– (would encourage this approach if possible)

– Use tables/pie charts

• Total budget distribution/country/partner

• Why partner X has high and partner Y low costs

– e.g. Italian clinical professor earns X10 same job in Estonia

• Subcontractor and third party costs define (tables provided)

• Clear, easy to read proposal, lots of text boxes, tables,

flow charts, diagrams and no verbose text (waffle)

– Proposal only read up to the page limit.

Page 43: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Evaluators- what they say is often wrong/missing

• Avoid repeating text across different sections

WE UNDERSTOOD IT THE FIRST TIME!

• SUMMARISE- not long-winded explanations

• Make sure the Impact and Implementation sections are

relevant to the described Excellence section

• QUANTIFY, QUANTIFY, QUANTIFY!

• Support statements with facts

• Include the imperfections/obstacles/difficulties- nothing is

perfect (not even you!)

• Not clear why some partners are included

• Describe all third parties/subcontractors involvement

Page 44: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Useful websites

• http://cordis.europa.eu/projects/home_en.html– all funded projects

• https://ec.europa.eu/research/health/index.cfm?pg=projects– Funded RIA Health grants

• http://ec.europa.eu/research/participants/docs/h2020-funding-guide/index_en.htm– Horizon2020 on-line manual

• http://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/from-evaluation-to-grant-signature/evaluation-of-proposals_en.htm– Evaluation of proposals

Page 45: EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis ... · EXCELLENCE & IMPACT IN HORIZON 2020 Dr. Juliet A. Ellis Bid Proposal Manager (Health) University College London, UK

Thank you

“Science may never come up with a better

communication system than the coffee break”Earl Wilson