
How to Negotiate, Manage and
Administer an EU R&D Contract
in cooperation with EARTO www.earto.org
Date of course: Tuesday 6th December 2005 Course Duration
9:00 am to 4:00 pm
Venue of course: Hotel
Leopold, 35 Rue
du Luxembourg, Brussels
( Hotel Phone 0032 2 511 1828 Fax: 00 32 2 514 1939)
Hotel Leopold Website http://www.hotels-belgium.com/brussel-ec/leopold.htm
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.
 | 375 euros per
participant |
 | 275
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.

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