Course 1346

How to Negotiate, Manage and Administer an EU R&D Contract

Organised by Enterprise Ireland www.enterprise-ireland.com

Date of course: Wednesday 4th May 2005 Course Duration 9:00 am to 4:00 pm

Venue of course: Conference Theatre, Enterprise Ireland, Glasnevin, Dublin 9

www.enterprise-ireland.com

To book a place simply send an email to anne-marie.daly@enterprise-ireland.com

Course Fee: Participation is free.

The Training Course is fully sponsored by Enterprise-Ireland

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

Chapter 1: From the Proposal to the Final Payment

	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