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Finance Helpdesk Newsletter #29

Please note: Updated Guidance Notes on Audit Certification was published by the Commission right after we sent this newsletter out.


Summer News

Upcoming Financial Workshops

Marie Curie Initial Training Network

Research for the Benefit of SMEs

Use of Flat Rates for Project Subsistence costs guide published

Updated FP7 Book by Mr Myer Morron (FREE) V2.3


Summer News:

August is well known for those working with the Framework Program as being a “dead” month as far as networking or contacting project officers is concerned.

This summer however, the European Commission published 53 Calls for Proposals in various thematic areas of the Seventh Framework Programme (FP7) on 30 July 2009. Many of you will be coming back from your holidays to this news.


To view more about these calls please click the following link.



This Newsletter features some of our upcoming workshops which target many of the upcoming calls. Now that the summer is over, don’t miss the opportunity to participate.


Upcoming Open Workshops:


Next upcoming workshop in Brussels, Belgium:

14-16/09/2009 3 Day in-depth FP7 Financial Workshop in Brussels, Belgium.


Next upcoming workshops in London Heathrow, UK:

23/09/2009 1 Day Marie Curie Initial Training Network (ITN) Workshop in London Heathrow, UK.

24/09/2009 1 Day FP7 Financial Workshop in London Heathrow

25/09/2009 1 Day FP7 SME Measures (CRAFT) Workshop in London Heathrow, UK. (see below)


Marie Curie Initial Training Network:

There is a large call open for ITNs now and it is a must for Universities / Researchers to look at.

An Initial Training Network (ITN) proposal requires a consortium whose main focus is to train researchers (e.g. doctoral students) within a network-wide technology area. The consortium should include partners from both business and academia. Average funding is 3M Euro for a four year project.


The Finance Helpdesk is holding a 1 Day Marie Curie Initial Training Network (ITN) Workshop in London Heathrow, UK. on 23 Sept.


Topics covered include:

·          ITN Overview

·          Rules for funding research teams

·          Submission Process and A Forms

·          Part B, Evaluation, Proposal tips

·          Evaluation Process

·          Grant Agreement

·          Financials and Reporting

·          Consortium Agreement

·          Ethical Issues


Research for the Benefit of SMEs:

The main aim of "Research for the Benefit of SMEs" is to fund European SMEs which have little or no research capacities themselves to outsource research to specialised RTD-performers. There have been some major rule changes between FP6 and FP7. In FP7, RTD Performers like Universities and Research organisations, can be the Coordinators of "Research for the benefit of SME" projects.


There is a big Call open now with a budget of 136.84 million Euro. This call closes on 3rd December 2009.


The Finance Helpdesk is holding a 1 Day FP7 SME Measures (CRAFT) Workshop in London Heathrow, UK, on 25 Sept.


The Workshop is aimed at people from organisations who are interested in taking part in SME Measures (CRAFT) project proposals. The Workshop will specifically cover the financial rules and regulations related to this type of project and specifically the derogations from other types of Framework Program research proposals. For example, the price and payment modalities agreed between RTD performers and SMEs should reflect the value of the intellectual property rights and knowledge acquired: the price of a licence should normally be lower than the price for ownership.


The workshop shortcuts the learning curve for participating in a project proposal with a higher chance of success. The Workshop will cover:


- Overview of Call Activities in "SME Measures" Workprogram

- SME and SME-AG funding schemes (eligibility criteria, emphasis of each scheme, case studies)

- Types of participants (SMEs, SME-associations,  RTD performers, Others)

- IPR Issues ("The Transaction" - Access rights v Cost investment for participants)

- Consortium Agreement versus Grant agreement

- Funding rates (Terminology, Project activities, Overheads)

- Budget Preparation (Spreadsheet exercise)

- Submission process

- A Forms

- Part B template (Overview of  proposal sections)

- Evaluation Criteria

- Project reporting (Financial, Technical) including Form C

- Ethical Issues


Use of Flat Rates for Project Subsistence costs guide published:

(Also known as Per Diem)

Participants may elect to claim daily subsistence costs and accommodation (related to travel as part of the implementation of a project) on the basis of flat rates, providing the possibility to do so is indicated in the Call documentation.


The use of these flat rates is optional. A guide has been published on how to use flat-rates if you elect to do so. Please note that it is on a project by project basis. To view the guide please click here.


Updated FP7 Book by Mr Myer Morron (FREE) V2.3:

Version 2.3 of Mr. Myer W. Morron’s FP7 Book, is an update to the FP7 Book which follows on from the highly acclaimed FP5 and FP6 versions.


The downloadable book continues to be free as it was in the previous framework programs. The book is constantly updated and registered users are notified of important changes and updates by Email.


The book is 247 pages long and covers subjects such as:

·          Background to changes in FP7

·          Overview of rules of participation

·          Benefits of participation in a Collaborative R&D project

·          Reasons not to participate

·          Brief Overview of Framework Program Seven and CIP

·          FP7 Funding Schemes (Types of Projects)

·          Framework Program Seven changes

·          Partner Search

·          Proposal preparation and submittal

·          What to do if your Proposal Fails

·          Project Roles

·          Financial Aspects

·          Use of External Consultants

·          What to do when your proposal is to be funded

·          Consortium Agreement

·          Problems during the project

·          Project Management

·          Project Ethics and Good Practice

·          European Technology Platforms

·          Ethical Considerations in FP7

·          SME Status

·          Intellectual Property Aspects

·          How to write a proposal


To download, please click here.



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