How to write a successful proposal Jacob Bangsgaard

How to write a successful proposal Jacob Bangsgaard Head of International Cooperation ERTICO – ITS Europe j. bangsgaard@mail. ertico. com Bratislava – 28 January 2005

ERTICO – ITS Europe ERTICO Why How If successful Some examples Ø Promotes and supports the implementation of ITS in Europe and internationally Ø 95 partners from Authorities, Operators, Industry, and Users Ø ITS World Congress Ø European ITS development for Galileo, Digital mapping, ITS-architecture, TMC, e. Safety, e-Call, Hazardous goods, Tracking-Tracing, In-vehicle open telematics platform, Road Charging Interoperability, Digital Tachograph, DAB, e-Logistics, Electronic Vehicle Identification, International Cooperation, etc. Bratislava – 28 January 2005

Why write an EC proposal? ERTICO Why How If successful l Money, in-house development, l l Some examples internationalisation, R&D A good idea or further develop existing work Do you have the necessary resources to do the proposal and the work? Will the proposal be better than the others? Is it the right solution? Can your activity wait? Bratislava – 28 January 2005

What is needed? ERTICO l l l l Why How If successful Some examples Idea Consortium Ways of funding (budget, own funding) Call (eligibility criteria for participation and funding) Proposal and budget Make the deadline Do you have the knowledge on how to write a proposal? Bratislava – 28 January 2005

The process (1 -2 years) ERTICO Why How If successful Bratislava – 28 January 2005 Some examples

Ways of funding ERTICO Why How If successful Some examples l Call Publication (Cordis, OJ) - Eligibility criteria for participation and funding - Budget - Deadline l Select the right instrument - Integrated Projects (IP) - Network of Excellence (No. E) - Specific Targeted Research Projects (STREP) - Coordination Actions (CA) - Specific Support Actions (SSA) Bratislava – 28 January 2005

Proposal outline ERTICO Why How If successful Some examples l Clear objectives (1 -2 pages) l Clear structure l Define work plan l Define links to the Work Programme l Use background documents from the EC l Meet the requirements of the call Bratislava – 28 January 2005

Create a consortium ERTICO Why How If successful Some examples l Who can participate? l Who do you need for the work (incl. sectors)? l Who would be good to include? l Partners should complement each other l Are the right persons from each partner involved? l Do you have a European balance? l Is there a balance in partners’ workload? l Where can you search for partners? Bratislava – 28 January 2005

Final proposal adjustments ERTICO Why How If successful l Is the proposal clearly written? l Does the proposal address the work programme? l Are the objectives clear? l Is the way to achieve them clearly laid out? l Are expectations realistic? l Is the timeframe reasonable? l Are the deliverables meaningful? l Is there a sound project cost? l Perform a screening (Experts, EC, NCP, etc. ) l Make an internal evaluation l Complete and send your proposal to the EC Bratislava – 28 January 2005 Some examples

Next steps ERTICO Why How If successful Some examples l Evaluation process Communication of evaluation results to Member States & proposers (get national support) l Negotiation process Meetings with the Commission Contract Preparation Forms (CPF) Budget revision Legal issues l The contract Consortium agreements Bratislava – 28 January 2005

Project management ERTICO Why How If successful Some examples l Project reporting - dissemination Project fact sheets, Website, Periodical reports Deliverables, Events l Financial reporting Justification of costs, Audit certificates, Financial statements l Project reviews Technical reviews, Financial audits Bratislava – 28 January 2005

Examples of ongoing activities ERTICO Why How If successful e-Thematic – CA l e. Scope – SSA l SIMTAG - STREP l Bratislava – 28 January 2005 Some examples

e-Thematic - CA ERTICO Why How If successful l The Concept Bratislava – 28 January 2005 Some examples

e-Thematic - CA ERTICO Why How If successful Some examples Partners l Buck Consultants International (Coordinator) l ERTICO – ITS Europe Members Allagraf, UK, British International Freight Association, UK, Brunel University, UK, European Car Transport Group of Interest, Belgium, European Federation of Inland Ports, Belgium, ILi. M, Poland, SCOR Training Center, The Netherlands, Ship. Serv Ltd, UK, Thomas Miller & Co Ltd, UK, Web. House, Denmark Bratislava – 28 January 2005

e. Scope - SSA ERTICO l Why How If successful Dissemination l 2 Year duration l 600. 000 EUR budget l 100% funding Bratislava – 28 January 2005 Some examples

e. Scope - SSA ERTICO Why How If successful Partners Advisors and Observers l Monitor the progress of e. Scope l Guide the work to secure consistency and assure that the project is in line with the needs of the e. Safety stakeholders l Panel of EU Member State representatives, invited to report on e. Safety activities Bratislava – 28 January 2005 Some examples

SIMTAG - STREP ERTICO Why How If successful Some examples l Scope SIMTAG – aims to improve safety and security of intermodal freight transportation: . . knowing where things should be and what condition they should be in; and knowing where things are and what condition they are in. . Bratislava – 28 January 2005

SIMTAG - STREP ERTICO Why How If successful l Partners • 2 Years - January 2003 – December 2004 • Budget 1. 420. 000 EUR • 50% funding Bratislava – 28 January 2005 Some examples

Example of an IP proposal ERTICO l Why How If successful Some examples Global System for Telematics – GST Bratislava – 28 January 2005

GST - IP ERTICO Why How If successful Some examples l Need of a common architecture and standardised interfaces w Key to mass market instead of fragmented market w Key to free competition leading to high quality and choice for low process Bratislava – 28 January 2005

GST - IP ERTICO Why How If successful Some examples l Integrated Project w. Total budget: 21, 5 million EUR, EC contribution: 11 million EUR w. Start: March 2004, end: February 2007 (36 months) l Steering Committee (14): w. Chairman: RENAULT, Vice-chairman: BMW, Coordinator: ERTICO w. ALLIANZ, BMW , BOSCH, DAIMLERCHRYSLER, FIAT CRF, FORD, FRANCE TELECOM, OPEL, RENAULT, SIEMENS VDO, SNRA, T-SYSTEMS, TELECOM ITALIA, VOLVO l Partners (50): ALLIANZ, AVE, BMW , BOSCH, DAIMLERCHRYSLER, EBU, ERTICO, FIAT CRF, FORD, FRANCE TELECOM, GATESPACE, GEWI, ISMB, KREIS OFFENBACH, KU LEUVEN, MECEL, MIZAR, MOTOROLA, NAVTECH, OPEL, ORANGE, PMI, PROSYST, PTV, Q-FREE, RENAULT, RSA, SES GLOBAL, SIEMENS VDO, SRA, SUSSEX POLICE, TDF, TUM, TELCORDIA, TELE ATLAS , TELECOM ITALIA, TELEMATICS CLUSTER, TELMACON, TNO, TRIALOG, TRUSTED LOGIC, T-SYSTEMS, TUV, VIALIS, VIKTORIA INSTITUTE, VOLVO, WIRELESS CAR Bratislava – 28 January 2005

GST - IP ERTICO Why How If successful Bratislava – 28 January 2005 Some examples

GST - Proposal ERTICO Why How If successful l 50 Partners l 380 pages proposal l Table of Contents l Terminology l References l Figures l Tables l Vision l Proposal Bratislava – 28 January 2005 Some examples

GST - Proposal ERTICO Why How If successful l 1 Project summary l 1. 1 Proposal full title l 1. 2 Proposal acronym l 1. 3 Strategic objectives addressed l 1. 4 Proposal abstract Bratislava – 28 January 2005 Some examples

GST - Proposal ERTICO Why How If successful Some examples l GST addresses IST Strategic Objective 10 “e. Safety of road and air transport”. l GST has also important links to IST Strategic Objectives 4 to 6: - Mobile and Wireless Systems Beyond 3 G Towards a global dependability and security framework Multimodal interfaces. Bratislava – 28 January 2005

GST - Proposal ERTICO Why How If successful Some examples l 2 Project objectives l 2. 1 An open market for on-line services l 2. 2 Enabling safety services reducing the number of fatal accidents l 2. 3 Objectives for the GST sub-projects l 2. 4 How the sub-project objectives interlink l 3 Participant list Bratislava – 28 January 2005

GST - Proposal ERTICO Why How If successful Some examples Sub-projects: Open Systems objectives (OS sub-project) Certification objectives (CERTECS sub-project) Payment objectives (S-PAY sub-project) Security objectives (SEC sub-project) Rescue objectives (RSQ sub-project) Extended Floating Car Data objectives (EFCD sub-project) Safety Channel objectives (SAF-CHAN sub-project) Bratislava – 28 January 2005

GST - Proposal ERTICO Why How If successful Partners: Bratislava – 28 January 2005 Some examples

GST - Proposal ERTICO Why How If successful l 4 Some examples Relevance to the objectives of the specific programme and/or thematic priority l 4. 1 Contributions and links to IST scientific and technical objectives l 4. 2 Contribution to IST wider societal and policy objectives l 4. 3 Advancing the state-of-the-art l 4. 4 Conclusion Bratislava – 28 January 2005

GST - Proposal ERTICO Why How If successful Benefits of GST Bratislava – 28 January 2005 Some examples

GST - Proposal ERTICO Why How If successful Some examples l 5 Potential impact l 5. 1 Re-inforcing competitiveness l 5. 2 Societal impact l 5. 3 Innovation l 5. 4 Exploitation and dissemination plans l 5. 5 Added-value of carrying out the work at the European level l 5. 6 National and international research activities l 5. 7 Contributions to standards l 5. 8 Contribution to policy developments l 5. 9 Risk assessment Bratislava – 28 January 2005