        
How to Negotiate, Manage and
Administer an EU R&D Contract
in cooperation with EARTO www.earto.org
Date of course: Wednesday 9th March 2005 Course Duration
9:00 am to 4:00 pm
Venue of course: Sweden House, 3 Rue
du Luxembourg, Brussels
( Phone 0032 2 502 8698 Fax: 00 32 2 502 8693
)
To book a place simply send an email to mary.mccarthy@hyperion.ie
Course Fee: This
includes tuition, documentation, morning coffee, lunch and afternoon tea.
Participants are responsible for their own accommodation.
 | 400 euros per
participant |
| 300 euro for EARTO members. |
Overview of the Course
The aim of this one day course is to train research managers and
administrators how to negotiate, manage and administer EU R&D contracts. The
course is based on the presenters experiences involvement in over 50 EU
R&D contracts and his role as coordinator of 15 EU R&D
contracts.
The course covers Framework 5 Contracts and
Framework 6 Contracts.
|
Course Contents
 |
The
Phases of a Framework 5 and 6 Contract |
|
Websites
for Research Managers and Administrators |
| The
Potential Problems in Framework Contracts
|
Chapter
2: The Consortium
|
The
Players in Framework Contracts |
|
Roles
of the Partners in the Consortium |
|
Potential
Conflicts in a Consortium |
|
The
Consortium Agreement |
|
Model
Consortium Agreements |
|
The
IPR-Help Desk |
|
How
to Deal with Conflicts and Changes |
|
Sub-contractors
in Framework 6
|
Chapter
3: How
to Work with the European Commission
|
The
Players in Framework Programmes |
|
Who's
Who in the EU? |
|
The
European Commission |
|
The
Project (Scientific) Officer |
|
Successful
and Brilliant Projects |
|
Agreeing
'Success Criteria'.
|
Chapter
4: Negotiating the Contract
|
Differences
in Negotiating Framework 5 and Framework 6 Contracts |
|
The
Contract Preparation Forms |
|
Steps
in Negotiating the Contract |
|
Key
Issues during the Negotiation |
|
Potential
Problems during Negotiation |
|
The
Deliverables Table |
|
Calculating
the Budget to Work Ratio
|
Chapter
5: The Model Contracts (Framework 5 and 6)
|
Differences
between Framework 5 and Framework 6 Model Contracts |
|
The
Framework 5 Model Contract |
|
The
Framework 6 Model Contract
|
Chapter
6: Contractual Deadlines in Framework 5 Projects
| Essential
Information in the Contracts |
| Contractual
Deadlines in Framework 5 Contracts |
| Deadlines
for the Periodic Reports and Cost Statements |
| Deadlines
for the Cost Statements |
| The
Payments (Advance, Interim and Final) |
| Deadlines
for Deliverables |
| Deadlines
for Project Reviews |
| Cashflow
in Framework 5 Projects. |
Chapter
7: Contractual Deadlines in Framework 6 Projects
| Contractual
Deadlines in Framework 6 Contracts |
| Deadlines
for the Periodic Reports and Claims |
| Deadlines
for the Form C and Audit Certificates |
| The
Payments (Advance, Interim and Final) |
| Deadlines
for Deliverables |
| Deadlines
for Project Reviews |
Chapter
8: Claims in Framework 5 and Framework 6
| Differences
between the claims in Framework 5 and Framework 6 |
| Eligible
Costs |
| The
Cost Models (FC, AC, FCF) |
| Who
can use the different Cost Models? |
| How
to Submit a Claim |
| How
Claims are processed by the European Commission |
Chapter
9: The Financial Audit
| The
Role of the Financial Audit |
| The
Players in the Financial Audit |
| The
European Court of Auditors |
| How
an Audit Operates |
| What
the Auditors find |
| Problems
with Time Sheets |
| Problems
with Travel and Subsistence |
| Problems
with Durable Equipment |
| Problems
with Sub-contracting |
Chapter
10: How to Manage FP5 and FP6 Contracts
| The
Role of the Project Manager |
| Consortium
Management |
| Work
Breakdown Structure |
| The
PERT Chart |
| Reporting
Progress of Work |
| The
Gantt Chart |
| Software
and Templates for Project Management |
Chapter
11: Meetings and Reports in Framework Projects
| How
Reports are Compiled |
| Meetings
in Framework 6 Projects |
| The
Kick-off meeting |
| The
Consortium meetings |
| The
Mid-term Review |
| Reporting
the use of financial resources |
| The
Final Review |
| The
eTIP |
| Dissemination
of Information |
Chapter
12: A Strategy for Framework Contracts
| Step
by step guide on streamlining management and administration |
| The
filing system for Framework contracts |
ANNEXES
|
ANNEX
1: A Quick Overview of Framework 6 |
|
ANNEX
2: Sample Framework 5 Contract
|
|
ANNEX
3: Sample Framework 6 Contract |
|
ANNEX
4: Wepages used in the Handbook |
|
Who Should Attend ?
The course is relevant
to Research Managers and Advisors who are responsible for the management and
administration of EU R&D contracts.
Course Presenter:
Dr. Sean McCarthy Hyperion Ltd, Ireland
Booking Details:
Please email your booking to mary.mccarthy@hyperion.ie
On receipt of your booking details for payment will be emailed
to you.
| 