Grant Negotiations—Make sure everybody is on the NEF

I am still reading up on the documents, and boy are there a lot of information to dwell on. But I understand that I can't just read, I have to do some actions as well. Today I have basically done three things (in addition to more reading):

• I had a meeting with the NCP for Legal and Financial issues. The national research council has established a system with a lot of different contact persons for the various topics. I have used their competence already in the proposal phase, but now I got directly in touch with the one that know more about the grant negotiations, consortium agreements, handling of IPR and so forth. We talked through the major parts of the negotiations, and discussed some of the main things. For instance, he advised us on who will need to go to Brussels. His advice was that the coordinator goes with supporting personnel from the host institution; most of the technical and formal parts of the negotiations takes place in NEF anyway. He also commented on issues like sub-contracting, the number of milestones and deliverables (to keep the number low if possible), as well as counting the project officer as a best friend, we're in to this together. Very useful meeting.
• I communicated with the consortium, to make sure that all of them can access NEF. As a start I asked them to fill in information about authorised persons of their institution, just to get them to know the system and make sure that they have proper access.
• I have start looking at the templates for the annex 1 - the new version of Description of Work that we need to transform the proposal to. Some sections can be just copied over, some sections should be edited, and some new stuff must be added. And we need to address the concerns raised in the evaluation of the project. It seems like the template is fairly similar to the proposal when it comes to layout and typography, so it should be straight forward to use the same LaTeX template, I think. Which should make it very simple to move over the sections that doesn't need to be changed. 

All of this was useful, most of it takes a lot of time. And tomorrow I have to keep pushing forward. One of the things I need to take care of tomorrow is travel arrangements to Brussels.  And of course keep working on the DoW.

Grant Negotiations—first steps

The first you have to do is to make sure that the coordinator (or at least his email) has an account on the Participant Portal. The kind of account needed is an External European Commission Authentication Service (ECAS) account. If the coordinator doesn't have one already, he will receive an email inviting him to create an account. Acting as an advisor (and as and old sys.admin) in this setting, I help the coordinator out, create the credentials for him and pass on the information.

As LEAR it is useful to be associated with all projects in the organisation, also during the negotiations. But EU leave this to the organisations to decide whether this is necessary. For instance, larger RTOs participating in EU projects in the hundreds will probably need to organise this differently. So, the LEAR is not automatically added with a role in the project, even for the host institution. The first thing I do when the coordinator log in (or I log in on their behalf) is therefore to add my self with the Coordinator Contact role in the project.

Now we are all set, and ready to start the real work. One of the first things to check is whether all the participants in the project have their legal status validated. In particular, if someone new participated (without a PIC or self-registered for a PIC during the submission), there will be important things to sort out. More on this and other issues in the next post.

Grant Negotiations

I planned to write a lot about the experiences related to EU project proposal coordination. But I haven't got enough time to figure out what to write yet. However, the results are now in. The proposal I coordinated my self was not good enough, and will not be funded. As I to some extent expected, we unfortunately got low scores on Impact, and was below threshold overall. So, no TEL project for me right now. But the theme will be called again soon, and I will look into the possibilities.

Simula participated in other proposals also, as I have mentioned before. And one of the other proposals we coordinated, and which I worked quite a bit on, was actually successful in terms of evaluation score. The coordinator received today an invitation to Grant Negotiations in Brussels, which will take place already on 22 May. We have never done this before, so I just have to dive in and learn. Hopefully, it shouldn't be to hard, and I know a lot of people to ask about it. So, I believe that in the end we will be just happy about it.

First thing: Read all about it in the Negotiations Guidance Notes at the FP7 Docs.

Next, learn about NEF and what else at the negotiation page.

Let's see if I can document the progress this time.