1. [Title of the presentation]

2. Content 1.Main principles of H2020 2.Type of actions in Energy Efficiency Call 3.Evaluation 4.Deadlines and budget 5.Where to find information

3. Start early ….. Start NOW !...25 weeks until deadline 4th June 2015 3

4. Before we start: to lift the fog of the IEE terminology Proposal: Your application Part A -- on-line forms with administrative data + proposal abstract Part B -- your (technical) work programme Part C -- your budget in summary and by partner Annexes -- financial & legal documents + letters of support Participants Portal: The home of the Commission’s electronic submission tool – obligatory for IEE proposals You can link to the submission tool from the IEE website Consortium: A team of organisations submitting the IEE proposal – with one defined Coordinator 4

5. Before you start… key documents >‘Call for Proposals’: eligibility & selection & award criteria, priorities and deadlines >‘Work Programme’: background, priorities and budgets >Application forms & Guide for Proposers: essential forms and guides to draw up and submit your proposal >These are annual documents: priority topics are not identical to Call 2012 !

6. Before you start – what will IEE evaluate? Look at the 5 Award Criteria & 3 sub-criteria each 1.Relevance 2.Quality of implementation methodology 3.Ambition and credibility of impacts 4.EU added value 5.Resources

7. Define your specific objective & target group What concretely would you like to achieve? Whom do you want to address? (not too many)? Make sure you know the current (market) situation and your starting point Make sure you check the IEE project database Take a reality check before you invest your time: investigate the interest amongst target group and major stakeholders 7

8. Produce a first outline of your idea >Write a preliminary 2-3 pages about your: >objectives >target group >major steps (work packages) >intended consortium (countries, types of organisations) >Internal reality check: Use it as first base to discuss with potential partners >External reality check: Consult with market actors – check their understanding and interest. Profit from their feedback to decide whether to take your idea forward 8

9. Design and invite your consortium Be selective – make an appealing choice! Stay consistent – keep to your objective & target group Do not cover the EU map artificially – make a fitting choice Explore alternatives early, but be ready to change plan – change/renounce a country if you do not secure THE right partner Keep your partners motivated - agree a working method for the proposal phase, make a plan for their contributions 9

10. Start writing the detailed proposal – Work Programme Fine-tune your aim and your target group Take your time to decide the best methodology to be applied – can it deliver? Think impact! Define your main working steps Follow the guidance of the Guide for Proposers and make your partners read them too! Follow the guide on number of pages – an average proposal must be able to convince with around 45 pages of main text (excluding description of organisations & CV’s) 10

11. Finish with the fine- tuning - Work Programme Complete your Work Packages with task descriptions. Do not write extensive text. In most cases 3-5 pages per Work Package is fully enough  BUT: explain your activities sufficiently Invest time in planning your outputs and deliverables – what are useful, meaningful, attractive products for your target group? Involve your partners – in particular Work Package Leaders  BUT: a Coordinator has the full overview and must understand the various starting points and all work packages Think smart to increase your chances: You can add a diagram, a timeline, a table, etc. with extra information if that helps increase clarity.  BUT: add no more than 1-2 pages in total. 11

12. Establish the budget Design your budget “bottom- up” Wait until the tasks are sufficiently specified and agreed – then design the budget Check consistency regularly while advancing on your Work Programme - share of resources, appropriate levels between partners, appropriate weight of hours between major work steps Define tasks Estimate efforts needed (hours of work) Translate hours into EUR 12

13. Last check: consistency / language Ask an “informed outsider” for critical reading and feedback Check consistency of data (including budget) Check consistency of terminology (names of organisations, key documents, deliverables, work packages etc) If you have the chance, then have a native speaker check the English But remember : perfect English is not necessary, it is the clarity + consistency which counts and increases your chances 13

14. Your proposal – your selling points  Starting Point - your unique selling point  Objectives and Impacts - convincing ideas for 2020 targets  Target Groups & Key Actors - Engagement is key  Work Programme - together with your team THE CORE  Budget 14

15. Frequent mishaps, misunderstandings, mis- readings Starting Point 15 ! Your opportunity for a unique selling point Develop a clear red line : Describe the problem you want to solve, the user needs or market barriers to overcome Do this not only from the perspective of the Coordinator… input from partners is key And: What is your motivation in this? Be precise, describe the market, show the market size Do not assume that evaluators know your specific context – you win by explaining! >Evaluation results: Proposals often miss a clear starting point

16. Frequent mishaps, misunderstandings, mis- readings Objectives and Impacts 16 ! We look for convincing ideas for 2020 targets! Be courageous – take choices: Limit your objectives, not more than 3! Be clear on outputs and impacts, seriously reflect on assumptions - quantify them Plan activities to monitor your performance Be aware: keep the link to actual activities in your work programme! >Evaluation results: Proposals often suffer from lack of focus, do not convince on assumptions - miss the potential impact

17. But let us highlight that perfect proposals do not exist… We hope for inspired proposals submitted by motivated and inspired project teams aiming to deliver and make a “change” 17

18. H2020 – What are the main principles? A single set of rules for all actions A single funding rate per project (compared to FP) A single indirect cost model (25% on total cost) A single time to grant of 8 months

19. A single set of rules etc. Keeping flexibility where needed. EU Financial Regulation Specific rules for participation Covering all H2020 research and innovation actions

20. One project = One rate For all beneficiaries and all activities in the grant. Defined in the Work Programme: ‒ Up to 100 % of the eligible costs; ‒ but limited to a maximum of 70 % for innovation projects (exception for non-profit organisations - maximum of 100%) ‒ Add a bullet on 25% overheads A single funding rate A single indirect cost model Single model: 25 % Flat Rate Single model: 25 % Flat Rate

22. Research and Innovation Action (RIA) Innovation Actions (IA) Coordination and Support Actions (CSA) What type of actions are used from the H2020 menu?

23. Core of the project intending to establish new scientific and technical knowledge and/or explore the feasibility of a new or improved technology, product, process, service or solution: may include basic and applied research, technology development and integration, testing and validation on a small-scale prototype in a laboratory or simulated environment may contain closely connected but limited demonstration or pilot activities aiming to show technical feasibility in a near to operational environment 100% funding rate – 3 beneficiaries Research and Innovation Actions (RIA)

24. Innovation Actions (IA) Primarily consisting of activities directly aiming at producing plans and arrangements or designs for new, altered or improved products, processes or services. For this purpose they may include prototyping, testing, demonstrating, piloting, large-scale product validation and market replication. 70% funding rate – 3 beneficiaries (100% for non-profit legal entities)

25. Coordination and Support Actions (CSA) Actions consisting primarily of accompanying measures such as standardisation, dissemination, awareness-raising and communication, networking, coordination or support services, policy dialogues and mutual learning exercises and studies, including design studies for new infrastructure and may also include complementary activities of strategic planning, networking and coordination between programmes in different countries. Substantially similar to FP7. 100% funding rate – 1 to 3 beneficiaries (check WP document; in EE mostly 3 with exceptions to 1 beneficiary)

26. Fair and equal treatment of all proposers Based on the criteria announced in the Work Programme Confidential process, no conflicts of interest Independent external experts Competitive process Indicative budget (per topic) as guidance 3 steps of the evaluation process Admissibility conditions Selection criteria (financial and operational capacity) Award criteria (assessed by external experts) H2020 Evaluation: principles

27. Transparent procedure Criteria are published in the General Annexes of the Work Programme Instructions and advice are included in the Grants Manual Examples of forms and templates are public H2020 Evaluation: principles

28. Energy efficiency – aspects for the EXCELLENCE All actions Clarity and pertinence of the objectives Credibility of the proposed approach RIA+IA Soundness of the concept, including trans-disciplinary considerations, where relevant Extent that the proposed work is ambitious, has innovation potential, and is beyond the state of the art (e.g. ground- breaking objectives, novel concepts and approaches) CSA Soundness of the concept Quality of the proposed coordination and support measures

29. All actions Clarity and pertinence of the objectives Credibility of the proposed approach RIA+IA Soundness of the concept, including trans-disciplinary considerations, where relevant Extent that the proposed work is ambitious, has innovation potential, and is beyond the state of the art (e.g. ground- breaking objectives, novel concepts and approaches) CSA Soundness of the concept Quality of the proposed coordination and support measures Energy efficiency – aspects for the IMPACT

30. Energy efficiency – aspects for the QUALITY AND EFFICIENCY OF THE IMPLEMENTATION All actions Coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources Complementarity of the participants within the consortium (when relevant) Appropriateness of the management structures and procedures, including risk and innovation management

31. Work programme* Topics & challenges, TRL, 2- years, project size, TTG 'Conditions' incl. budget, deadlines, etc. Rules for participation Regulation - overarching rules General Annnexes Countries, eligibility criteria, Types of action, Evaluation criteria etc Proposal submission & evaluation manual How are proposals submitted and evaluated, etc. Application Forms H2020 Participant Portal: http://ec.europa.eu/research/participants/portal/desktop/ en/home.html Where to find information

32. Legal basis - Framework Programme H2020 http://ec.europa.eu/research/participants/portal/doc/call/h2020/common/158775 0-h2020-eu-establact_en.pdf Legal basis - Rules for Participation http://ec.europa.eu/research/participants/portal/doc/call/h2020/common/158775 1-h2020-rules-participation_en.pdf Legal basis - Specific Programme H2020 WP H2020 - 10. Secure, clean and efficient energy http://ec.europa.eu/research/participants/portal/doc/call/h2020/common/158780 1-10._energy_wp_2014-2015_en.pdf WP H2020 - 1. Introduction http://ec.europa.eu/research/participants/portal/doc/call/h2020/common/158775 3-01._general_intro_wp2014-2015__en.pdf WP H2020 - 18. General Annexes http://ec.europa.eu/research/participants/portal/doc/call/h2020/common/158780 9-18._general_annexes_wp2014-2015_en.pdf H2020 Participant Portal: http://ec.europa.eu/research/participants/portal/desktop/ en/home.html Links to information documents