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I would like to welcome you on the.second part of the first day of Belgrade.horizon 2020 where and I would like to.invite mr. yorkshare head of training.and awareness raising of the european.ipi fellows.please join us so good afternoon.everybody so welcome to this part of the.training workshop on horizon 2020 with a.specific focus on let's say how to write.a successful proposal I mean we got the.very first or you got the very first.insight about the world of intellectual.property and what is a pattern or how to.protect research results of course this.is going to be also an issue in my.presentation but less from a legal point.of view more from a researchers point of.view or from a business point of view.and in particular with regard to how.much impact exploitation innovation.management has to be considered when.preparing a proposal for horizon 2020 so.thank you very much for inviting the IPA.help desk to this event I'm going to.present a little bit about what the IP.address is and how the actors could be.of help for you particularly when it.gets to ask for support when writing a.proposal or implementing in the horizon.2020 project so form style I would like.to ask about your experiences with.horizon 2020 has already some body tried.to apply for a project in horizon 2020.or been asked at least a few or been.asked to participate in a project so.hopefully that will come that's the.future and I think it's a good moment in.time because you may know that now.horizon 2020 entered into the last phase.of the program with new codes coming up.or being published now in October or.November for the period of 2018 to 2020.and of course it's a very busy period.for all of us.so that also a lot of things are going.on in Brussels as well to prepare.researchers and small and medium-sized.companies to submit proposals so the IP.help test is a service offered by the.European Commission it's a project.financed by horizon 2020 and my name is.York Shara I'm coming from Germany I'm.working for the IP editor since many.years fp6.so at the time so it's more than ten.years already and also I'm the director.of a minim innovation management.consultancy and we are pretty much.involved in horizon so for the moment we.are the SME with most of the projects in.horizon in Germany we're number three in.Europe so hopefully I can also help you.with our experiences from 25 coronations.now in horizon so it's not from a that's.a theoretical background so just but.what do you need to know when it gets to.apply successfully for horizon the.roadmap of today the thing we'll have.one hour in the 15 minutes to address.that topic before then our colleagues.will join in so we have a break at about.4:30 and then our colleagues from the.sector group will join in and then we.will go on with her with a panel meeting.the first part is the framework.conditions what you should know about.it's a innovation intellectual property.exploitation dissemination so what are.the rules for participation what are the.definitions what is the vocabulary which.have to be acquainted to so it's really.like like a Bible or a must to read in.order to understand all the questions.which you need to address and and the.applications so then of course I think.even more important is to know how to.prepare yourself so how to prepare for.meeting the requirements of evaluators.and to prepare all the pieces of.information in a structured way and so.that it successfully passed even.and then at the end I'm going to present.a little bit about the helpdesk services.when we talk about horizon 2020 we talk.about not we don't talk about the single.project program or which is focusing on.basic research or focusing on applied.research or stimulating research.collaboration between academics or.between academics and Industry so it's.it's a little bit of everything.it's a huge bundle of different.financing programs and of course yes.there is there are different ways to.apply in horizon 2020 the first question.think might be or here this Temescal.might be why is it important to address.intellectual property or exploitation.management in horizon when I talk about.intellectual property just to start with.that definition I'm not talking about.intellectual property rights it's not.that you say okay you know am I in my.field of technology we usually do not.apply for patents we do not file patents.okay but you have a high P a P means.knowledge it's not IPR it's not a.trademark or a patent because that's.another way to protect it but when I.talk about I peed means knowledge so and.of course the knowledge you present is.subject to evaluation because you are.asked to present previous projects or to.present details about your ongoing.research in your institution and of.course it's going to be evaluated by my.reviewers and of course we know that if.you enter into a project then at the end.there is not a result which might be.considered to be a product or service.which is ready to use for market.conditions so it still needs more.investment in research and technology.development that means that you might.ask venture capitalists or other.investors to invest in your ideas and.your research results and the first.question investor will ask us who is the.owner of the results who is the owner of.the research.results are you are you entitled to.develop this technology further are you.the owner.and of course if they have questions.about ownership and it's not clear who.is the owner then it's very difficult to.find any kind of investor to invest in.your technology but it's not all about.pleasing the European Commission or.evaluators or investors but it's also to.avoid problems because most of the.programs in horizon 2020 are focused on.collaborative research so you are asked.to collaborate with partners from other.countries with partners from industry.from SMEs and of course there might be.questions regarding ownership of IP the.use of IP the first expectation of IP.and as we have an help line from the IP.health as we see many cases from.European projects in which then consorts.are trying to solve an IP issue which.could have easily be avoided by having.more awareness and knowledge about IP.management from the very beginning so.that's how horizon 2020 looks in terms.of the innovation chain so there is a.place to finance basic research like in.the European Research Council projects.or in America the fluoroscope projects.but of course there are more and more.financing instruments which are focusing.more on applied research on research to.be done with applications in the.industry or on the market and of course.any strategy to address IP management or.exploitation has to be adapted according.to that scale so when you know there is.one another scale important in horizon.2020 is that your project has to be.positioned against the so called.technology readiness level it comes from.NASA and you will find it in the.different calls for proposals that they.will say okay what is your technology.level when you start with the project.and how does it likely look when you.finish with your project and what is it.development in the tree.so and there are some programs in which.they ask that you start with their.technology or a research results on very.basic level on a proof-of-concept level.and then you develop them further with.the help of our specifications from.industry unless you start pretty much.higher on the TRL scale we have for.example so-called SME instrument in.horizon 2020 then you need to prove that.you have already reached TRL 6 so it.depends where you are do your work in.the lab do your work with a prototype do.your tests and validate the technology.on under market conditions or is it.still very basic research and of course.you will find in horizon 2020 specific.call and topic descriptions according to.that scale and of course the IP strategy.then of course has to be adapted so what.are what are the different steps to get.acquainted to this IP management and.expectation management and then to.implement it in horizon proposals and.later on in the project first of all and.that's what we do today is to know about.the sea what is the framework what are.the rules the model equipments and so on.what can be negotiated and which is to.be just taken as it is because it is.part of the general equipments when.entering into horizon 2020 and even more.important as how to talk with partners.about IP and expectation strategies.we've seen many examples that when you.start writing a proposal that you talk.about the research you talk about.research programs what you do in the lab.and it comes only at the very end of the.submission phase that you start talking.about what might be potential users of.the technology and who might be.interested in it and now in particularly.now in the upcoming call for proposals.in horizon this is something which has.to be presented and explained already in.the proposal and don't leave it to the.very last minute to start talking about.exploitation strategies and specific.routes and.ideas for expectation so what does the.framework just very briefly I mean if.you get into an horizon 2020 project.then then the Europe European Commission.is signing as a grant agreement with the.consortium so it's mainly with the.coordinator but then of course bound to.all partners this is not much to be.negotiated and if you would like to know.how that look there is a web portal it's.the participant portal of horizon 2020.and there are so-called annotated grant.management models which is not only for.legal people or for your people in the.tech transfer or it's also for.researchers at least to have a look at.once because there are not only the core.articles with the legal text but also.examples annotation so it explains why.is it ruled as it is and gives you an.idea how IP ownership and the share of.knowledge and the transfer of knowledge.in and horizon 2020 project is to be.managed but even more important is the.consortium agreement it is mandatory so.whenever you enter into horizon 2020.project in a collaborative project with.other partners then in addition to the.grant agreement to be signed with the.Commission you need to sign a consortium.agreement among the partners the.Commission is not part of this one so.the part of course whatever you lay down.in the consortium agreement might not be.contradictory to the grant agreement of.course this is supervising the.consortium agreement and again here you.do not start from scratch there are.examples for that and if you're let's.say if your institution is not so far.familiar with that kind of consortium.agreement there is a website which is.the deska website in which you may have.a look at this kind of template which is.most frequently used in horizon 2020 so.it's a more than 90% of horizon 2020.consorts are using the desktop model.there are only a few cases.which is driven by the interests of the.industry like automotive industry or.like the digital industry in which the.industry has developed an own template.which is more in favor of the interests.of the industry so the deska model I.would say is rather balanced so it.reflects the interests of the academic.partners that they would like to use the.results for further teaching for further.research and also they get a fair.compensation if they offer results.through industry partners the other ones.are more driven by the interest of the.industry to take the results out of the.project and to exploit them by.themselves so that's the point in which.you have to very careful what you accept.or not but this is not to be ruled by.the Commission that's to be route in.such a consortium agreement among the.partners so how does it work with.ownership you work in the consortium.with 10 partners 15 partners you work.together however the owner of the.results is the institution who generated.the results so if you work for the.University here then the university has.the ownership of the results of course.you have to you have to respect internal.rules because there are internal rules.at the University which lays further.down what is the right of ownership for.the API for the principal investigator.or on institutional level that has to be.settled down on institutional level.however due to the fact that you work in.a collaborative project it is very.likely that we talk about joint.ownership which means that you share the.ownership with other partners involved.in the project and then you need to.assignment so-called joint ownership.equipment I'm sure your TTL has such.agreements and you can also find them on.the website of the IP Hamptons there is.a default clause in the consortium.agreement but I think I would advise.that you have a specific ownership.agreement for example ruling to fake if.you have who's for some if you find a.patent and how to share the costs for.filing a patent or you expect revenues.out of such.a collaboration so how to share them.among the partners equal access rights.during the project implementation that's.for sure then you share information.among the partners royalty-free so there.is a free exchange of information on the.meetings or in the different working.groups but as a general rule once the.project stops then even partner wants to.use your research results for commercial.exploitation then this has to be done on.the basis of a negotiation and usually.under fear and favorable conditions.paying a compensation for that so it's.not that you develop results in the.collaborative project and at the end and.that's what partner comes and takes the.results and say I'm going to make money.with it it's very nice if you have a.chance to license your knowledge to such.a partner because sometimes it's very.difficult to find the right expectation.partner but it's not that this has to be.done on a royalty-free basis I think.it's very important because it's still I.know many people think that once you.start working for a project financed by.the European Commission that everything.is for free that's not the case however.there is a general application to.exploit when there is a chance for.exploitation then all partners are.required to do it but I would say.exploitation is the wrong word because.exploitation for me has something like.commercial exploitation which is one way.to exploit research results and of.course it's a very promising one however.as you see here in red exploitation in.terms of horizon 2020 means also the use.for further research if you get on board.of an horizon 2020 proposal and you are.asked what are your ideas your.strategies your measures to exploit the.results and your technology is not.mature enough really to bring it to the.market.however you can write about your plans.for exploitation because you just.explain how you're going to use the.results for other research other.research in other application areas or.in other.project so it's not the case that you.say okay I'm not I'm not thinkin now at.the moment in commercial expectation.opportunities that you do not think in.expectation so I think it's very.important as well.to make this very clear so that's pretty.much the framework I would just mention.one thing which I think is very.important and there there's all a lot of.discussions about it.if you enter a project and even the.proposal you are asked about your.background background means your.knowledge in your institution in your.lab in your working group prior you.start with the project and we all have.knowledge background knowledge because.you're doing different projects you are.involved in teaching and research.activities so and even when the project.starts there is an annex to the.consortium agreement in which all the.partners have to define their background.in writing and I would like to put.emphasis on that that this is let's say.not stupid let's say duty it's really.the chance for you to define what are.fields of technology and research.results register it protected or not.that could be knowledge for.manufacturing that could be a patent.that could be publications which you.would like to bring into a project or.not because you have the right to.exclude knowledge or to include.knowledge it's a positive list or a.negative list why is that important if I.will be partner in a project and you.work on specific type of sensors let's.say you work on five type of sensors and.two of them are relevant for the horizon.project and three others are not but it.might happen that during the lifetime of.the project I am being a partner has an.interest in the other type of sensors.which you would not like to make public.to me however if I can prove that I.would have a better position to exploit.my knowledge by knowing about your.sensor types then you have to provide me.access to that so that's what the.Commission says needed so otherwise and.you have excluded it from the very.beginning so please make sure that if.you have sensitive knowledge for example.that you say in one of the centers we.work together with an exclusive contract.with an industrial partner I'm even not.entitle to bring that to the project.excluded so please make sure that you.don't miss the chance to exclude.knowledge or include knowledge according.to the level of expectation activities.you would like to get in or step out in.your horizon project so it's really it's.not a little stupid legal affair it's.really strategic thinking about what is.the knowledge you would like to explore.it was that specific horizon project so.from the framework then how to define.the right strategy in horizon 2020 to be.successful so I mean we all know that.horizon 2020 is an impact oriented.approach so you're a researcher suppose.most of you are researchers which you.are driven by Rory callosity you would.like to do research you have questions.you would like to get them answered.horizon 2020 is asking for what are your.results.what are your expected outcomes what is.the problem you're going to to solve.what is the market you would like to get.in who is going to use your technology.there are different questions and the.mindset of researchers has to come.together with the expectations from the.European Commission or in particularly.the evaluators so that's that's the.point and it's not that you say okay.there are three sections whenever you.apply for horizon then there are three.sections one of them is focusing on.excellence which describes your research.program your publications and so on the.quality of the consortium zone and there.is the the impact section which means.who is going to use your results what.are you going to change with your.results and there is the implementation.section which means what are your what.is the structure of your project what.are your work packages and so on that's.more technical for each one so and for.all of the three sections you get five.points so in total you get 15 points so.they are equally balanced so the.research quality is equal to the.expected impact of your project so it's.and most of the cons.failing that so even if you have the.perfect scientist with very good.publications and they have very good.ideas but they are not let's say not the.experience or not not trained whatever.to write proposals in the way that they.really address the impact as it was.requested so that's that my there's an.issue and for many researcher and say.okay this is for us very difficult to.understand what they ask for me and.researcher and so that's why now the.next part I would like really to draw.your attention to the point that there.is this notion of impact which have to.be addressed in all the different.sections so let's start with innovation.the first because there are questions.regarding what is the innovation.potential of your project of your.technology so important is for.innovation and that makes it different.from invention I think it's very.important that innovation might be an.invention which has the potential to.produce tangible benefits so it's.satisfying some needs and wants not just.it's something you it's nice but really.it provides answers to needs and wants.so like the wheel is nice that's an.invention but if you use the wheel to.build up a wheel chart then it gets into.an innovation and then what is the.impact and you can also use that for.project output so and the impact says.that's the maximum of the innovation for.tensho which can be improved and can be.enlarged by specific measures so the.larger the benefit that the larger is.the impact so for example you have the.wheel which is the invention then you.have the wheel chart and this is one.kind of innovation and if you say we can.even build up a bike on it with the two.wheels and then it's getting even a.bigger impact and then you start.developing even more products based on.the wheel so when the wheel has been.done so that's that's the history so but.this is a.important to understand when the.Commission asks about innovation impact.and invention that has different kinds.of meanings and it's any kind of.innovation it does not have to be.commercial it could be new products and.services but it could also be advisory.reports or reports for policymaking or.for specific methods for environmental.protection so most of the case that it.has a commercial importance however.that's not something which is.necessarily as here for someone we see.an example from from a call for.proposals in in cultural sciences so.it's asking for a better knowledge or.materials for teaching and for education.so all of these outputs also haven't.have an impact also they are not.primarily focusing on financial impacts.so one question in the proposals about.innovation potential and thus or a doula.project results which you expect from.your project have the potential to.deliver innovations which contribute to.the expected impacts and how much so we.have a look at that that in each topic.description so if you write the proposal.horizon 2020 then you look at the.working program and in the working.program there's a specific topic and in.the topic as we saw here there is one.part of it which says what are the.expected impacts from that topic and the.innovation potential is the part in the.proposal in which you describe so how.much do you address that and you just.copy them from the work program and say.code s those are the expectations from.the Commission and that's the way we.address them or we get even a step.further innovation capacity because.nobody knows what it's innovation.potential innovation capacity by heart.I'm sure if we do the same kind of.training for the evaluators and the.Commission stuff and ask them the same.question they don't know it by.themselves so it's really but there is.there those are now the definition.and in the next weeks and the upcoming.weeks also the Commission will publish a.specific guide on that to make it here.to everybody what do we mean by the.different terms.so again innovation potential means how.to address the impact listed in the work.program and innovation capacity means is.there any other possibility to derive.impact from your research projects for.some of that you say okay that's are the.expectations listed in the document but.we have even more ideas or we even see a.possibilities for further innovations in.other fields of application you could.make use of it in different technology.fields so of course that's an added.value if you can provide information.about effective to say okay we.definitely address the innovation.potential as mentioned in the core topic.but even more we see there's more.capacity to make use of our results in.different areas so the innovation.process is clear that any horizon 2020.project is based on an idea and then.finally the idea is how to manage the.process that it gets closer to impact.closer to market impact or other kinds.of impacts and innovation management is.whatever you do to understand the needs.the ones market driven or societal.driven to make use of the results and.course in the proposal you will be asked.what are your activities and what are.the the structures in the consortium and.there is a place in the in the proposal.talking about management how do you.manage this process is there a person.which is in charge of innovation related.activities like a representative from.the industry or from an SME or is there.a board composed by academics and.industrial players which are in charge.of the innovation process like if there.is an IP problem they solve it or.they are heading the working group on on.expectation and so on so you should name.it or in the consortium there should be.somebody who is taking care of that we.see in many proposals that there are.research organizations were pretty much.driven by by innovation like brown wool.fur or so on and then take such such a.position or we have partners from the.industry doing so so that brings us now.closer to three very important terms and.they make I would say in a substantial.part of the proposal in horizon 2020 is.based on those three very important.definitions and we had a meeting last.week with the Commission and process and.they have an and I'm cut using the.slides which the Commission has very.recently developed on that issue so for.the Commission first of all it's.important to define what our results.cause your art to define your expected.results from your project what are.results that could be data derived from.the research and research roadmap policy.recommendations knowledge educational.knowledge standards or development of.prototypes or systems of specific.components and of course they are.relevant for different stakeholder.groups in your case of course if you.develop technology oriented results that.might be the industry to get them.adapted to the manufacturing process to.production processes but in other cases.might also be like for example health.they might be patient organizations or.Civic Society or in other cases there.might be societal actors or planets or.people from ministries or from other.kind of policymakers so there is a huge.diversity of different kind of project.results which you might expect from.horizon 2020 that could be.animal or intangible outputs or could be.prototype which of course is very.tangible but it could also be knowledge.which then is rather intangible it could.be protected by pattern or it could be.soft knowledge or trade secret.that doesn't measure actually but it has.to be clearly defined and when you write.a proposal you should mention what kind.of research outputs you expect from your.project and then is it knowledge is it.of course prototypes or any other kind.of technology and you should not say ok.we do reports and we have studies so you.should be more precise and describing.the level of data you expel level of.project results you expect and then the.first thing you have to do is.communication and at the very beginning.of horizon 2020 we asked then always.what is the difference between.communication and dissemination I'm sure.it's for most of us it's the same it's.the same it's even misleading because in.English it means more or less the same.however in horizon 2020 it doesn't mean.the same so you have to describe a.communication strategy and you have to.scrap a dissemination strategy.communication means just to present the.project as such or its results to avoid.a public audience so it's not.specifically that you call people say ok.we have some results.could you make use of them that's.dissemination but it's just to tell.people that there is a project and you.have a website that's communication for.sure and you do a lot of actions just to.make it public but of course it's not.just to say it happens by itself or a.talk you have to set clear communication.objectives you have to say in the.proposal how you are going to inform the.pro republic or whoever about the.project what are you means what are your.tools how to do this.dissemination means that you make the.results not a project as such the.results of the project public with the.aim that somebody is going to use them.so in the field of technology.development and in technology project.then of course that might be for example.partners from industry you say okay I.would like really to raise your interest.in our technologies developed in the.project and may let's let's meet in a.workshop or we just make a demo in our.lab and you come and have a look so.that's clear that you present the.results to selected so a selected.audience so you see that here now again.in this in this table communications.about project and results dissemination.is specifically on the results with the.aim that you enable others to use them.and also the different tools or the.tools are different so for communication.it might be a newsletter or a website or.a project fact sheet for dissemination.it's rather on a specific scientific.publication in peer-reviewed journals or.specific briefing to policymakers and so.on so it's more more selected on that.and there are two different deliverables.also in the in the proposal which you.need to describe which is the.communication plan and the dissemination.plan and that's what not least even to.take care of more irritation there is.exploitation exploitation but is very.close to dissemination so again.dissemination was the action to inform.specific people about the potential use.of results and exploitation means that.you make them using the results so it's.the next step.so this emanation and expectations are.very close and you see here also that.exploitation goes a step further not.just to inform selected audiences but.also to make them using by finding a.pattern starting a new company.joint venture or licensing and so on so.that's really making use of the results.so that's the relationship between.communication dissemination and.expectation I'm sure it's pretty much.misleading to anybody who is new to.horizon 2020 but it is key to address it.because the evaluators really look at.those terms as I'm presenting it today.so it's really important so again.dissemination really means push to make.it known to make it public to others and.to let them check what that might be of.interest for them but expectations.really pull to get partners attracted to.your results to get to the industry and.to show them and to make them really.making use of it by licensing.negotiations or any other kind of.activities to find the write-up takers.and exploiters of your knowledge so I.think that's that's important to.understand how those terms are related.to each other.so that's an overview again here from.the from the time table so you start.with the project and then you.communicate because there are no results.you first you communicate your results.you tell people in your consortium in.your institution in your country or all.over that there is a new project to make.a movie on it you make a pressure on it.and then you have to first project.outputs and then you start with.dissemination and then you try to get.people interested in your results and.finally last but not least you get.partnerships for exploitation like.partners for licensing or for joint.ventures or for start-up companies and.that of course does not end with the end.of the project because this is really in.a collaboration which then will last.beyond the project duration you do not.stop licensing when when the project is.over so that's that's that's very.important because we see there's a lot.of confusion and I do not have to.explain you about your research you know.that much better than I do.but I see this is really an area in.which many consortium fail because they.know are not acquainted to that terms.and technologies as maybe other partners.more experience in horizon support so.how how to gather and to find.information to address to all those.issues because the say okay I'm I know.how to describe my research and know how.to describe my applications what I'm.doing I'm very I'm very clear on that.however how should I turn this.communication exploitation dissemination.stuff first of all again you have to.look back to the topic description so.what is there in the call topic and the.work program and again here you see here.what is the benefit and the potential.benefit which is described there so.that's the starting point you start with.the call topic and then like here again.that's something about energy storage.it's an older one but again here you see.here expected impacts and then you know.exactly what the evaluators will look.like this is the innovation potential.you the innovation potential of your.results have to meet those expected.impacts again innovation capacity would.mean that to say okay we are going to.complete to meet all of this criteria.that's that's something we we will.manage with our project but in addition.to that we see even more chance for.having more impacts in related fields of.Technology and and market driven years.so that's that's the point and don't.lose the sign of the specific challenge.unexpected impacts because sometimes.when you start writing a proposal and.then you again you get much more in your.research and the things to discuss with.your research partners on the.preparatory meetings always go back to.the expected impacts because that's what.evaluators will do that will have the.call topic on the left side and your.proposal on the right side of the table.and they will check so then how how to.find information to address all those.issues and it's not that you as a single.person have to do that so writing.analyzing proposal is timber because.there is the code in nature but also all.the partners have to contribute with.their pieces of knowledge.and we are using this scenery of an.strategic intelligence landscape to say.key there's a lot of information.available but you have to find the right.approach and the right way to get to.know - all this knowledge so there is.you know in your field there is of.course state of the art which you can.easily find out by doing a patent search.or a bibliographic search and looking.for publications in your field that's.what you do anything I would say any way.you would say but of course there are.regulations standards norms and of.course there are market oriented.information which then of course if you.have SMEs or industry partners involved.in your project they should be.responsible to deliver you that kind of.knowledge so what are market shares what.are competing technologies or our.competitors.what are future trends is there is the.trend which might bring you in a very.positive situation for the expectation.of the results later like for example if.you develop technologies for our society.which is getting more and more elder for.example so there are a number of.different let's say aspects which could.help you to find relevant information to.address the section on expected impact.of your project results again those are.the sources there might be of course the.academic sources industrial sources on.also policy papers there's a lot of.information given by the Commission.itself like white papers policy papers.or minutes from stakeholder reports and.meetings and so on or in develop the.enterprise you have network partners.whatever there's a lot of paperwork.produced and in which you can also make.a reference to when it comes to describe.the potential impact of your results.standards is an important issue whenever.you touch standards in you.technology development then you have to.make a reference to that and there is a.European initiative which is driven by.sense and a leg and they have an office.and sanitization office and headquarter.in Brussels and they can help you to to.make that decision whether your project.or your proposal has a relevance to.standardization issues they even publish.usually and they will do that for the.next round of calls as well what are the.calls in which they see that this is.relevant for for standardization.activities it might be the relevance to.an existing standards or it might be.that your project could provide an.substantial contribution to develop a.new standard or to get involved in some.of the existing standardization balance.which are revising standards and so on.and that of course is an added value and.you get a lot of information there you.see here the website and you can easily.check is my topic somewhere relevant for.example in medical technologies or in.visualization technologies or in.simulation or whatever that could be a.reference to standards as well and of.course the Commission is also evaluating.your proposal in terms of in in terms of.interoperability if you say it's nice.it's a nice solution it's new it's.innovative but it's not linked to.existing standards and it cannot be.cannot operate outside your country or I.cannot operate outside your field of.application and then of course there's a.limited impact because it's been limited.to other sectors of use so standards is.an issue patents of course patents is a.very very rich source of information.there is information available about 80.million patents and the different.sources and what might patents be of.interest for you it's not just to check.whether what is the state of the art is.there another patent already in place.but also it could help you to provide.information about the so called freedom.to use that you say we develop a.technology.it's nice that you have a clear vision.and you have a strategy an idea but for.some reason it might be blocked by other.existing technologies and then you might.look for getting in contact with those.people for example to discuss.collaborations or licensing or.cross-licensing - any way to get around.that existing technology or even to.build on existing technology something.which has a specific added value so it.is a lot of information available in.pattern information on competing.technologies blocking technologies and.even collaboration opportunities and you.know that there are many search tools.available even free of charge in order.to get access to that knowledge and I'm.sure your your tto can help you also.there is a dsds bassinet which is.offered free of charge by the European.Patent Office and I'm sure that's quite.a very good starting point to get to.know who is doing what in your specific.field.besides the literature review so now you.get X you know about what is the sources.of information and what are the specific.aspects I should look at competing.technology competitors on the market.state of the art are there patterns and.then of course how to put it together.first of all as I said to gather the.information about all the specific.pieces the bits and pieces and then to.check is that relevant for me is that.really does that give me a hint about.the strategic intelligence whether that.could support or hamper me in the.exploitation of project results and I'm.sure you will easily get to that point.to say ok this is this is very valuable.and I will present it to the evaluators.that I know about competing technologies.and know about competitors but of course.I'm going to describe why my technology.is better why she is faster why she is.more reliable why she's cheaper why she.is more adapted to the markets I'm.looking at so of course but it's the.wrong decision to say I'm I'm not.highlighting that there is techno.because there might be a situation that.some of the evaluators know about that.or they have access to course patent.databases themselves and they would say.sorry I see that that was not you didn't.make a very let's say comprehensive.search on that so maybe you do not know.about that so how could I try in your.plans and your strategies for.expectation so it's good to mention it.and then of course to say why why you.are better why you are more normative so.that will help you to justify your.objectives so I would really mean if.sometimes consort you are starting just.to describe the objectives of the.research from their pure research point.of view but better really to describe.the objectives of your project in close.relevance to the expected outcomes and.their potential expectation rules and.then to say okay that's exactly the.point why we do that kind of research.because we would like to get this kind.of results and having this specific use.for it and then of course once you.define your objectives based on evidence.and information gathered from different.sources then you'll describe how you.deliver it how do you structure your.project what are your work plans you.have usually five six work packages.dedicated to specific fields of.interdisciplinary research work bringing.together the different academics.researchers you have in your project and.then you have usually one product.package focusing on management of the.project and you have one or two work.packages for focusing on communication.dissemination and exploitation.and that's it so that's the structure of.an horizon project a proposal so of.course and then the plan here is to.describe how you are going to use the.results if you do not describe how your.results I used at the end of the project.or biome to project then it's very.difficult to provide evidence that you.have a clear impact.how to do it in the different parts I.was mentioning there are three parts.excellence implementation and impact so.that's the structure of any horizon 2020.proposals in the excellence part you see.here and some of them are new in horizon.is you do not only describe your.research to be done but also what are.the expected expectation impacts to.describe also how you need or how you.get from research results to the next.innovative steps and how you meet the.expected impact in the cold topic.description so it's not just to be.described only in the impact part really.make sure make sure that you find a lot.of cross links between the different.parts we've seen many proposals in which.researchers write the excellence parts.and then the industry writes the impact.part and it's not linked to each other.it's really clear that the objectives.formulated in the excellence are cross.linked to the expected impact in the.other parts of the proposal so I'm not.going in detail to all of them sorry.where is it but of course in the impact.part of course also there are questions.regarding various obstacles framework.conditions here you may also refer to.regulations for example if you work in.life sciences or in the development of.medical devices then of course you have.to see how to fit with such standards.regulations how to get it approved.what is so it's not just to describe the.technology but also the next steps.really to get it validated on to get it.used by customers later there in the.proposal itself there is a now mandatory.that there is a section about what are.your plans for dissemination.exploitation that's why I mentioned.before the differences between.communication exploitation and.dissemination so.it's not just really because I think.it's very important I think it's really.why I know that because I know that many.scientists have difficulties to address.that section and the proposal say key.what what could be a plan for the.dissemination quotation so it's not.clear if we start with doing research.and we think that we have the same.questions but we don't have the same.answers now we don't know the answers we.have the questions and how to put.questions and potential answers and the.plan for this minute and expectation.it's definitely a challenge so that's.why we'll have a few more slides on that.later so please make sure that your plan.on dissemination expectation does not.does not stop with the end of the.project make sure that it really there.is a there could be a time to market or.there is definitely in need after the.end of the project that your results are.subject to further investments by.private investors or whoever who is.investing in your technology I haven't.really I haven't seen project results in.European funded projects which at the.end of the project has been somehow.absolutely hundred percent ready for.market.so for some we have been coordinating a.project in fp7 it was terminated four.years ago with a big industrial partner.in the food sector and it's only last.week that we got aware that that the big.industry partner now has developed a.product which is now available for for.consumers it's in for Alzheimer.treatment so it's really and of course.in in track development that's not a.track in such but in tract development.of course the timescale is even more and.more in the scale of investment is of.course much more than in horizon when.rising 2020 project can can finance but.of course now we see that particular in.in health related research.clinical clinical trials phase two for.example can be financed by Sacher by.horizon as well so it's of course it can.help really not just to develop research.but also to test and to validate.research against the requirements of.further use on the market implementation.that's another part in which innovation.can be addressed by describing the.management structures and procedures.including risk management and innovation.management I mentioned that earlier that.for example you should have a partner.responsible for innovation management.for some of the work package leader for.exploitation is of course the person.also is leading any activities to.describe the plan for the use the.dissemination of results or the.dissemination plan or the expectation.plan so allocate specific tasks to those.for such people or specific whatever.consultants partners in the consortium.we have some experience with that and.knows how to do that so it's not that.the researcher have to be bothered with.all that at the same extent they should.know about the needs and the.requirements but usually those people.leading innovation management activities.are from SMEs industry or having.experiences in IP and innovation.management from previous activities so.how does a look look like the plan for.dissemination exportation of project.results it is key and that's been.mentioned by the European Commission.many times and I would say even now for.the upcoming calls there's even more.emphasis put on that deliverable if the.results are not used again use could be.commercial use societal use use of other.research the call challenges will not be.addressed.and there will be no impact and I'm sure.your project or proposal is not going to.be funded.so but what canon h 2020 project.actually delivered most of the.technology is developed in horizon 2020.are still early stage so it's more.research results IP knowledge knowledge.about manufacturing processes or danger.which then has to be further analyzed.and it could be up to prototypes to.specific systems based on components.developed in horizon 2020 but it's not.an innovation which is ready to use but.it has a lot of potential and it has.capacity to be used even beyond the.expected impact of the specific project.and that's what has to be somehow packed.into such a plan and there is a traffic.plan it's not more than let's say 1 to 2.pages in the proposal but then of course.this plan has to be revised and defined.in detail during the project.implementation.it's a dissemination and exploitation.plan it's not a dissemination plan and a.different expectation plan so again here.dissemination exploitation are closely.together it's good you don't get a.customer to make use of your results if.you don't ask the customer before or you.have to do some dissemination efforts to.get known of potential collaboration.partners or licensing negotiations or.for the uptake of results then of course.then you have to describe and what the.potential partner would like to do with.your results we don't see that.exploitation plans and I think that's.something we have then of course means.that you describe the exploitation.interests of the partners in the.consortium.it is a description of any efforts taken.by.consorts and partners or with the help.of external partners to get the results.exploited so that's I think that's put.here that most project participants are.not the innovators they have been.developing the results but they look for.innovators they look for partners.outside the consortium who help them to.bring the results to market so take to.market partners must be found that part.of the dissemination the communication.is just to tell everybody what you're.doing partners for exploitation might be.found on scientific conferences you go.to places and you present the results.you have a poster papers and then you.find partners who are investing with you.in further research or if you look at.commercial exploitation then of course.you have to go to pro page face like.organized here or you have to make use.of the enterprise view of network or.other initiatives which might help you.really to get market expectation.partners on board so again the.destination this one is therefore not.usually planned for the consortium.itself you describe what all the.partners are doing that's only one part.of it but also how to find innovators.and to what you would like to negotiate.with potential up takers of technology.what might be what might be questions to.be addressed in the dissemination.exploitation plan so what exactly is the.offer you would like to make so what is.your IP what is your knowledge protected.or not protected.what is the ownership of the knowledge.is it out by the whole consortium or by.selected consortium partners and what is.the message what would you like.how are you looking for.what is how do you sell your knowledge.and get external partners attracted to.your IP developed in the project and.under what terms and conditions you.would like to make it accessible through.licensing or would you like to start new.companies and you would like to get some.shares on it and so on and who is going.to manage and code in 80 IP because one.of the biggest problem and barriers to.exploit from collaborative research is.that there is a always a problem see who.is the person who is negotiating with.external parties if it is joint IP and.we see more and more for example from UK.partners that if they see that there is.a high value commercial value in result.generated in a collaborative research.project like in horizon 2020 that they.agree among the partners to start a new.company like an IP holding company and.then all the IP all the knowledge from.the consortium is managed by a single.entity because otherwise it's a problem.I mean if you say okay we have six seven.eight universities working in the same.on the same technology and developing.pieces and bits of it and now whenever.we negotiate with a partner who is.looking at the technology and has an.interest and expectation that we all of.them have to bring to the table and they.have different views and so I think.that's difficult and that would be.difficult also for a partner to say yeah.I want to know the woman speak I don't.speak to eight people with different.mindsets so then it's good to see that.you agreed that you have a new legal.entity or you have a kind of an interest.group which then is negotiating on.behalf of the eight partners on terms of.conditions for the use of research.results and then of course what is the.what is the route still to be done.because I mean there is still a way to.go what might happen what are the next.steps to bring research results closer.to the market.again what are potential barriers or.even in a place like regulation.standards IP IPR which can help or block.further expectation and what is the.level of further investment is it how.far and how much investment is still.necessary to bring it to market if you.look at the different expectation.strategies the Commission simply wants.you that you make up your minds about.that what are potential pathways for.exploitation there is no preferred route.the Commission says we would like to see.that you open new companies you start.new companies this is something we like.pretty much so it's up to you to say.okay what is there the most let's say.appropriate way both of them it's not.sale see you say sorry it's not that you.really can sale results that you say at.the end of the project there is somebody.say okay then give me a price and then I.will I will buy it so there's still much.to be done so it usually it could be let.say the soft software is like you use.the results for teaching you use the.results for your mapping for policy use.for further research or more commercial.oriented you know for licensing out for.going into new knowledge transfer.agreements agreements for manufacturing.agreements for joint ventures with the.long term perspective so those.strategies more I would say more.appropriate and more relevant as I.defined expectation strategy for horizon.2020 output and that's more or less what.the iterators would expect from you that.you describe where does where do your.information which you described in the.proposal comes from how to put it.together to define a strategy to define.your objectives according to that and.then to select and choose.the right expectation so that you.summarize writing a proposal in horizon.2020 driven by innovation impact.expectation means that you have to.address those questions in all three.sections not to be left only for the.impact section.should make use of strategic.intelligence by getting access to all.relevant information from let's say.patent search or market studies or from.information from the industrial partners.involved in your proposal and so on so.that you can so that you can justify the.concept the objectives and methodology.then you plan you have a clear plan how.to generate the results the work plan.with work packages milestones.deliverables and then you have a clear.plan on how to get used how to make them.used by the consortium partners itself.or by disseminate the results to.selected stakeholders partners out at.the consortium which might be pretty.much interested in your results during a.project lifetime or at the end or even.biomes so that's more or less the way to.present not only the research of your.project but also your plans about.expectation in a convincing way to the.evaluators.the very end they would just like to.present a few examples how to describe.measures which you could include in your.proposal which we see as a kind of let's.say success cases in in our proposals.and also and in the training with the.busy European Commission so like I was.mentioning to that line pattern.information and of course this is a tool.in which then you can make them visible.like a seams cap which means what in.which technology field is your is are.you operating are there any patterns or.if you don't not look at patterns but.also citations or a literature review so.that you position your project according.to information in the field because I.mean of course it's your project and but.also there are many other projects.around there's a lot of research done.all over the world and of course the.more you present about ongoing.initiatives other actors and the field.researchers or companies which might be.relevant for your research strategy or.for your expectation strategy the more.evidence have it that your proposal is.based on a clear a clear structured.approach that you know to deliver not.only research results but also to bring.the results closer to exploitation there.are a number of tools some of them are.free other they can be licensed and the.something which then of course also.should be described is that say key how.to get known of the expectation in terms.of the partners so we usually work with.questionnaires which are sent them ok.what are your interest is there any.contact with partners in the industry.already do you operate on specific.markets do you have a clue about other.product services in the field which.might be somehow competing why is you.why is are your results better what is.the.if step and so on so there is a number.of questions I think that's really not.cutting edge that's something which can.make use of and then you get a view.about the interests of the individual.partners and then having those.questionnaires collected analyzed and.then you organize an exploitation.workshop and then you collect those.results presented by the partners which.they say ok those are from our point of.view the results which are the key.exploited results generated from us in.the project and then you collect them.and you discuss them in the consortium.you bring them together you say ok how.does that relate with your expected.results and we always notice that that.they have been not a lot of discussions.about that so far.so really they were not aware of the.expected results of others so really we.organize that kind of workshops it's.usually one or two hour somehow attached.to a usual project meeting but focusing.only on expected results and their.expectation potential and then at the.end of the day then you analyze them and.then you get a very limited set of key.exported results because you cannot do.an in-depth analysis of risks and.expectation opportunities for 10 15 20.results when you have to bring that to.an condense number of keys platter.results which then will be subject to.what you describe in the dissemination.exploitation plan so that's a clear.approach which has been approved in many.Horizon projects so far and could be.briefly described in the in your horizon.2020 proposal the commission also.initiated two innovation support actions.going in the same direction there is a.so-called common exploitation booster.which is for running projects an.opportunity that you apply for help and.support to the European Commission.and then they will send you an expert to.review meetings okay if I would like to.have a review meeting more focusing on.expectation of results then we could.help you to get access to an expert it's.an it's a service and like a coaching.service or a mentoring service but you.cannot address the expert by yourself so.you have to go back to your Project.Officer in the Commission and then they.will apply for that so that's in a pilot.phase so for the moment 240 projects are.supported by the service and then they.collect the feedback and then we expect.that there will be a new launch for.services next year on that ratio and the.same for the innovation radar which goes.in the direction to say key what are the.best innovators in horizon 2020 projects.what are they doing and to make them.visible and to give them specific access.to fairs or appropriate events and so on.so you see the Commission now and this.is really very reasons on innovation.Rawdon so far has only be implemented in.ICT projects and in fut projects and now.it's going to be applied all over around.2020 in the future so it's really you.see the recent developments with regard.to those aspects and as we know that.this is very complex and I'm very happy.that you have a lot of patience to.follow my presentation on it just like.to finish my presentation by the IFPI.health services as I mentioned the IPR.is a free of charge service offered by.the Commission it has a website and a.lot of information on it whatever I was.presenting you will find that somehow on.our website we have a couple of fact.sheets guides on specific issues related.to arise.[Music].all formal aspects the rules are.documented in the pocket guide but if.you look for specific information about.IP and biotechnology or in manufacturing.you can find that as well we try to to.present information in a way that it is.understandable for non legal people like.us so that we understand it and it's not.we do not serve for IP professionals or.or legal staff in general so it's for.researchers and in particularly for.small and medium-sized companies.involved in horizon 2020 and even more.there is an helpline so there are legal.experts there are located in Luxembourg.and whenever you have a questions.regarding to IP in the framework of.horizon 2020 then you can address to any.helpline and they are going to answer to.your questions within three days usually.you send an email in English and then.you get an answer to that or you can.send us a draft from a consortium.agreement which you are about to.negotiate with your partners and you.have a questions regarding to IP and.then they can give you our orientation.however it's not legally binding so it's.not it's not a legal service we are not.trying to provide legally binding.information it's more giving your.advisory services and guidance on that.and there is a training and as today but.there are baby noise and if you feel.encouraged to learn more about IP IPR.exploitation related to horizon 2020 or.related to business activities then you.are invited to follow our webinars you.see here those are the upcoming webinars.for this.here and of course there will be new.webinars starting in 2018 however as we.have the experience that those webinars.are booked off very rapidly so I would.strongly encourage you to register for.our newsletter because then you get the.information about the webinars with a.little bit in time advance so that your.chances are higher however I mean we are.constantly repeating those webinars in a.way I'm sure you forget a place in it if.you would like to get an individual.webinar for your institution for your.group or your lab whatever then please.get back to us as well so that's also.what we did of course it should be at.least 10 to 20 people and then we can.also organize in specific webinar on for.example introduction to IP or.introduction to IP in Orion 2020 and so.on and we have an office and presence.and we are closely working with other IP.organizations and in Europe in.particular we're very happy to.collaborate with our colleagues from.national contact points and our.colleagues from the enterprise Europe.Network but of course also with the.European patent offices and national.patent offices as well and we are not.the only IP helpdesk supported by the.European Commission.so we are the one for horizon 2020.purposes there are other help desks.focusing on business relations with non.European territories with for example.there is a specific China had desk latin.american helpdesk and south east asia.helpdesk.so if you go to our web site and of.course you will find them also all the.web links to those chapters as well.that's it.thank you very much for your.patience audience and I know it's a very.tough topic and but really this was.exactly more or less the presentation.but you also gave to the European.Commission and he even rate us or it's.really really updated knowledge and can.subscribe and underline to the point.that this is a very hot topic at the.moment and it's not why I'm the.apparatus that I'm promoting this it's.really the Commission will evaluate the.proposals and assess proposals much more.under also the notion of how the results.are really having an impact at the end.so that's a nice so that's really we try.to build bridges between the researchers.and the expectations of the Commission's.and hopefully yeah I was successful to.some extent.

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Horizon Redevelopment Project Rfp Horizon District FAQs

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If we learned how to manipulate gravity (or gravitational waves) could we look inside the event horizon of a black hole and transmit out data in the form of gravitational waves?

Since gravitational waves travel at the speed of light, they can’t get out either. You might think gravity can’t interact with itself but it can, because the Einstein equations are nonlinear.

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