Experiencias de la participación/coordinación de proyectos

Experiencias de la participación/coordinación de proyectos

Experiencias de la coordinación
de un proyecto europeo (IEE)
“BETTER”
JORNADA INFORMATIVA
Oportunidades de financiación en energía y medioambiente en H2020
18 Febrero 2016 - CIEMAT
Natalia Caldés Gómez
Unidad de Análisis de Sistemas Energéticos
Departamento de Energía– CIEMAT
¿Habéis coordinado o estáis
coordinando un proyecto europeo?
¿Os habéis planteado alguna vez
coordinar un proyecto europeo?
Si tienes una buena idea…
y has identificado un H2020 call
¿Por qué no?
•
•
•
•
•
•
•
•
No tengo experiencia previa
¿Tendré capacidad para coordinar y liderar?
¿Será mucha carga de trabajo?
Tengo formación y experiencia como investigador pero…
¿Tendré apoyo?
Miedo escénico
No sé si tengo suficientes contactos fuera de España…
etc, etc.….
¿Al final …valdrá la pena el esfuerzo
y la experiencia?
PD: No tendrás un “bonus económico” pero si un “bonus” profesional y personal.
¿Es positivo para tu institución,
tu departamento o tu unidad?
• Adquisición de nuevos conocimientos en resolución de
conflictos, gestión de equipos, liderazgo, nuevas tecnologías,
operaciones (planificar, coordinar, supervisar, reportar, etc.),
psicología, planificación económica, etc.
• Nuevos contactos (MUCHOS)…que pueden dar lugar a nuevas
oportunidades de colaboración, proyectos de investigación, etc.
• Visibilidad y Reconocimiento a nivel nacional e internacional.
• Nuevos contactos en la Comisión Europea.
• Financiación para la investigación
• ¡Muchas tablas! ….
• Positivo para tu carrera profesional / CV investigador
• Posibilidad de conocer, aprender, identificar nuevas ideas
de investigación…
• Seguridad en tus capacidades y habilidades
• Conocimientos de cómo elaborar y evaluar propuestas.
• Muchas lecciones aprendidas (luces y sombras).
Pero…..
• MUCHO TRABAJO (investigación*, administ.y de gestión)
• …Algún disgusto y alguna cana.
1- Introducción al programa IEE (2007-2013)
2- Proyecto BETTER
3- Experiencia
-Fase de preparación de la propuesta
-Fase de ejecución del proyecto
4- Recomendaciones
5-Conclusiones
¿Qué es el Intelligent Energy Europe Programme?
El programa H2020 engloba 3 programas programas/initiatives: FP7 + CIP + EIT
https://ec.europa.eu/energy/intelligent/projects/
1- Introduction al programa IEE (2007-2013)
2- Proyecto BETTER
3- Experiencia
-Fase de preparación de la propuesta
-Fase de ejecución del proyecto
4- Recomendaciones
5-Conclusiones
ANTECEDENTES – Directiva de Renovables
Directive incorporates some instruments to
promote international cooperation in order to
meet the 20% EU 2020 target.
COOPERATION
MECHANISMS
RES Directive
RES-Directive 2009/28/EC binding targets:
• 20 % RES gross final consumption by 2020;
• Nat. targets: flat rate approach adjusted to GDP.
• Statistical Transfers (Art 6)
• Join projects within MS (Art 7) and with 3rd countries (Art 9)
• Join support schemes (Art. 11)
Greater flexibility: allowing MS with low/expensive
potential/generation cost partially meet their National targets
in other countries.
Reduce the overall costs to meet RES 20% European
target.
BETTER* OBJECTIVE:
The core objective of BETTER is to assess, through
case studies, stakeholders involvement and
integrated analysis if and under what conditions,
cooperation with neighboring countries :
(i) can help Europe achieve its RES targets in 2020
and beyond,
(ii) trigger the deployment of RES electricity
projects in third countries and
(iii) create synergies and win-win circumstances for
all involved parties.
*Bringing Europe and Third Countries Closer Together;
IEE/11/845/SI2.616378; 2 M€; Inicio 7/2012; 33 meses de duración
Integrated assessment will be undertaken from the
“EU plus third countries” perspective, including:
• Detailed quantitative cost-benefit evaluation of
feasible policy approaches and power system
analysis.
• Other possible “co-effects” (socio-economic and
environmental imapact, energy security, etc) will be
analysed.
Case studies in N. Africa, W. Balkans and Turkey
will investigate in detail the technical, socio-economic
and environmental aspects of RES cooperation.
COMMUNICATION &
DISSEMINATION
Top-Down
Bottom-up
STAKEHOLDERS
INVOLVEMENT
METHODOLOGICAL FRAMEWORK
1- Introduction al programa IEE (2007-2013)
2- Proyecto BETTER
3- Experiencia
-Fase de preparación de la propuesta
-Fase de ejecución del proyecto
4- Recomendaciones
5-Conclusiones
Fase de preparación de la
propuesta
Calentando motores….
• ¿Idea…..energía y ganas ?
• Primer borrador de “concept note”
• Tema relevante (H2020 Work Plan)
• Utiliza el “Guidance template” y
“Guide for applicants” (copia instrucciones)
• Estudia y considera los criterios de evaluación (Call)
• Persona (coordinador); integra/redacta/se responsabiliza
• Plan de trabajo (deadline /plazos) - EMPIEZA CON TIEMPO
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
Consorcio
¡ FUNDAMENTAL !
• Estructura/WP – identifica a los
mejores/relevantes/complementarios
• “Bottom-up approach”
• Una buena idea atrae a un buen consorcio
• Interesados (actividad e involucrados)
• Buena comunicación (medios disponibles)
• Proceso participativo y democrático con un líder
• Geográficamente representativo / equilibrado
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
BETTER CONSORTIUM PARTNERS
 CIEMAT (Spain)
Centro de Invest. Energ. Mediamb. Tecn
 DLR (Germany)
Deutsches Zentrum Für Luft-und raumfahrt e.V
 ECN (Netherlands)
Who we are?
Energy Research Centre of the Netherlands
 JOANNEUM (Austria)
Forshungsgesellschaft Mbh
 NTUA (Greece)
National Technical University of Athens
 OME (France)
Observatoire Méditerranéen de l’Energie
 PIK (Germany)
Postdam Institute for Climate Impact Research
 TUWIEN (Austria)
Vienna University of Technology
 UNDP (International)
United Nations Development Programme
Aspectos a tener en cuenta en la propuesta…
Relevancia de la acción
 Calidad de la metodología de implementación
 Ambición y credibilidad de los impactos
 Valor añadido Europeo
 Recursos orientados a la acción

Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
Relevance of the action
• BETTER is aligned with the program/call/theme/
•
EG“Altener – Electricity from renewable energy sources” “Strategic initiatives: …strategic analysis
addressing new cooperation mechanisms of the RES directive, along with grid network analysis and
planning initiatives involving authorities, grid operations and other stakeholders….”
• ¿Value Added compared to existing initatives?
BETTER starts from the knowledge generated by other
projects/initiatives (RES4LESS, RESHAPING, REPAP…pero también
..Desertec, Mediterranean Solar plan,etc )
• Responds to the need to remove existing barriers and is supported by key
stakeholders (19 LoS from REE, IBERDROLA, DESERTEC, IDAE , German
Ministry of Environment, etc)
• It contributes to the implementation and future development of relevant
policies for Europe (eg: implementation of Art. 9 of the RES Directive)
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
Quality of the implementing
methodology
• Work Packages – Logical/sequential WPs
• BETTER had a communication & dissemination plan with key stakeholders–
•
•
Stakeholder Consultation meetings, National workshops, Stakehold. plattform
BETTER web-site, brochures, leaflet, newsletters, etc
• The project aproach was adequate to achieve its objectives
•
Example:
• Assess the role of the 4rth coop mechanism (joint projects with 3rd countries)
• Action plan (info on costs, mkt opportunities, SWOT, practical know-how)
• Policy recommendations,
• Solid stakeholder network to foster RREES coop and knowledge transfer, and generation of knowledge
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
Ambition and credibility
of the impacts
• “Outputs/Outcomes” have been identified
• Impact will be measured with “SMART” indicators (specific, measurables,
accepted, realistic and time dependent).
• Impacts and sustainability beyond the end of the project have been
defined.
Examples:
• By 2020, the framework for joint projects with 3rd countries will be adopted y 5 MS
• By 2020, there will be increased foreign investment in 3rd countries RES mkts
• Project results will contribute to EU energy and climate policies beyond 2020
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
European Value Added
• BETTER evidences the benefits of transnational cooperation
against a fragmented approach.
• BETTER has a European Approach
• Example: “Project events, workshops and dissemination will be similarly promoted at the
European as well as studied regions level”
• Potential to disseminate the project solutions/outcomes
• Example: (workshops, website, social media, direct relation with European associations,
etc)
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
EVALUACIÓN





Relevance of the action: 9/10
Quality of the implementing methodology- 7/10
Ambition and impact credibility - 7/10
European Value Added - 9 / 10
Action oriented project - 7/10
Total score: 39 sobre 50
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
EVALUATION
“The proposal aims to analyzse the implementation of the cooperation mechanisms
between MS and 3rd countries as foreseen in the RES directive. The action might
increase the persent knowledge and provide guidance for decission makers and if
successful it might contribute to pave the way for cooperation inititaives between EU
and third countries. Moreover, the consortium is professional and the European added
value is significant.”
“Althought the project has ambitious objectives and demonstrates capability to understand
critical developments needed and challenges there is room for further improvement.





The methodology needs some clarifications and streamlining.
The complementarity with ongoing activities should be better demonstrated.
The real engagement of the stakeholders is not fully convincing and the dissemination
and communication plan needs further improvement.
Performance monitoring and the quantification of the expected impact should be
enhanced.
The budget is substantial and some cost and co-financing needs to be clarified”
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
Resumiendo (preparación de propuesta):
Si tienes una buena idea y has identificado un call ….
¡Es una gran oportunidad!
Organízate y trabaja de forma eficiente.
Planifica el trabajo (científico y administrativo)
Busca un buen consorcio/equipo.
Aprovecha la ayuda de la C.E. y de la N.C.P./O.P.E.
…….. ¡¡¡BUENA SUERTE!!!
Centro de
Energéticas,
Investigaciones
y
Medioambientales
Tecnológicas
1- Introduction al programa IEE (2007-2013)
2- Proyecto BETTER
3- Experiencia
-Fase de preparación y negociación de la propuesta
-Fase de ejecución del proyecto
4- Recomendaciones
5-Conclusiones
1- Introduction
2- IEE Programme (2007-2014) in Spain
3- Own experience coordinating an IEE funded project
4- Making your progress a success (IEE Staff)
Impact / Performance Indicators
Project objectives
Strategy
Action
EU has ambitious targets → expectations of IEE projects is high
Take your performance indicators seriously: they have been formulated in
order to ensure that you and EC can check how successful the project is
implemented
Record and show impacts of your project
Install appropriate monitoring system from beginning of the project - make
efforts to quantify your results and impacts
 Provide reasons if indicators are not achieved
36
Communication – the mission
Communication is key for your project
•
Right from the project start, throughout the project duration
•
Audience driven:  what is in it for me?
•
Pro-active:  emphasis on marketing
•
Targeted and focussed
•
Clear, simple and professional
•
Don’t forget the IEE logo & disclaimer rules !
37
Communication – the Project Website
• Is: the “business card” of the project
• Should be: up-to-date and attractive for your target groups
• Should not be: a pure management tool for project team
• Forbidden: project jargon such as ‘Deliverable n° x’, ‘work package y’
 All public deliverables should be available for downloading as soon as they
are completed.
 Check out the website tips in the "Day-to-day management" corner on the IEE
website!
38
www.better-project.net
Communication
Joint efforts – EACI and you!
40
Suggestions for management
 Keep regular contact with your Project Officer. Inform your
Project Officer well in advance about project meetings.
 Always put the Financial Officer in copy when the issue at
stake has contractual or financial implications
 Ask, if you are not sure
 Flag problems as soon as possible: partners should inform the
coordinator, and the coordinator should inform EACI as soon
as possible about: potential problems and bottlenecks,
deviations from the work plan, financial issues, etc.
 We also like to receive good news, so please feel free to
contact your Project Officer to inform him/her of positive
outcomes, achievements you are proud of, news to spread, etc
(during and after the end of the project)
41
Frequent mistakes (general)
 Lack of focus on concrete outcomes and impacts on the
market; inadequate monitoring of performance indicators
 Insufficient efforts to ensure involvement and participation of stakeholders –
low participation in AB, at events, lack of feedback, low interest shown by
market actors for the project outcomes and deliverables
 Unprofessional website, not user friendly, mainly used as internal
management tool; outdated and/or overambitious, remains empty in many
sections
 Lack of communication and interaction between partners
resulting in failure to achieve European Added Value
• partners working in parallel with limited real interaction
• lack of interaction at meetings (too much presentations, presentations,
presentations)
• lack of cross-country overview, analysis
42
Frequent mistakes : deliverables
 Be careful in (re-)using of existing material !
Please respect two conditions:
• Quote the references in a serious, transparent and professional manner
• Do not charge again to the project
 Produced material/deliverables are not attractive for target group(s)
• Inappropriate language (project slang such as work package, deliverable,
…)
• No author indicated, no date of publication, no quality control
• Poor English
• Poor layout
 Public deliverables (brochure, video, website, event invitation etc.) have no IEE
logo and/or disclaimer
• Rule: No logo - no payment !!
43
Tips: Do´s
 Read the contract
 Take your contract & work programme seriously
 Focus on project outcomes & results
 Monitor your impact
 Involve stakeholders
 Keep regular contact with your Project Officer
 Put the Financial Officer in copy if contractual /
financial issue
 Ask, if you are not sure
44
¡MUCHAS GRACIAS!
[email protected]