EX-ANTE PROJECT ASSESSMENT METHODOLOGY (PAM)*

EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
EURIPIDES² N°
Project Title:
Expert
Name or n°:
ACRONYM
DATE OF RECEIPT
Proposal status:
PO or FPP
INDIVIDUAL PARTICIPANTS - Registered names to be filled in by the Office
Country
Budget M€
%
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
TOTAL
1
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
Summary of the proposal
 Please describe precisely, the technical content of the proposal (10 lines)
 Please describe how it refers to the EURIPIDES SAB – Strategic & Research Agenda (5 lines)
2
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
Basic EURIPIDES² Eligibility Criteria
PO / FPP
Criteria
Yes / No
Comments
A.0.1.1 Does Smart System Integration (SSI) development or innovation form a substantial or
crucial part of the project’s outcome?
A.0.1.2 is there innovation in the form of a new component, new technology, or new
application
Needs further definition for the FPP checklist
A.0.3 Is the project outcome sufficiently close to the market (expected TRL level )?
Criteria
Yes / No
Comments
B.0.1 Does the project have a civilian purpose?
B.0.2 Does the project have participation from more than one EUREKA member?
B.0.3 Is the project directed at a product, process or service?
B.0.4 Does the project represent co-operation in the form of a specific project ?
3
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
CRUCIAL CRITERIA (C) PO/ FPP
POINTS
(0-10)
C.1.1 Financial capacity of all partners PO/FPP
No expert score
On the PO & FPP, information on size, turnover, and results are
requested.
required
C.2.1 Formal agreement between partners FPP
No expert score
required
C3.1 75% limit PO
No expert score
Country share must not exceed 75% of total budget
required
Comments
Check by PA /Office
Check by Office
Check by Office
4
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
BASIC ASSESSMENT (B) PO/FPP
B.1 Partnership and Partners
POINTS
(0-10)
Comments
POINTS
(0-10)
Comments
B.1.1 Well balanced partnership
Partnership
analysis
B.1.2 Added value through cooperation
Partner
analyses
B.1.3 Technological capacity of all
partners
B.1.4 Managerial capacity of all partners
B.2 Project Structure (FPP)
B.2.1 Methodology and planning approach
Project
Plan
Project costs,
financing &
commitment
B.2.2 Measurable milestones and
deliverables
B.2.3 Cost and financing structure
B.2.4 Financial commitment of each
partner
Not to be scored
To be checked by the Office
5
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
TECHNOLOGY & INNOVATION (T) PO/FPP
T.1 Technological advance
POINTS
(0-10)
Comments
T.1.1 Degree of technological maturity
T.1.2 Technological achievements
FPP criteria
T1.3 degree of risk assessment and risk management
T.2 Innovation
POINTS
(0-10)
Comments
T.2.1 Degree of innovation
T.2.2 Geographical impact
6
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
T.4 In case of component or system
development:
POINTS
(0-10)
Comments
If item is not relevant, do not score, or indicate: “Not relevant”
POINTS
(0-10)
Comments
T.4.1 Is the manufacturing and/or integration
technology for the system clear?
T.4.2 Is the manufacturing technology for the MST/SS
component clear?
T.4.3 if relevant, Is there a system specification?
T.4.4 if relevant, Is there an MST/smart system
component specification?
T.5 In case of enabling technology development:
T.5.1 Are there different types of devices foreseen,
which will benefit or become available?
T.5.2 Are an adequate number of demonstrators
included in the project?
7
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
MARKET & COMPETITIVENESS (M) FPP ONLY
M.1 Market and Profitability
POINTS
(0-10)
Comments
POINTS
(0-10)
Comments
M.1.1 Market size
M.1.2 Market access and risk
M.1.3 Return on investment
M.2 Competitive advantages FPP
M.2.1 Strategic importance of the project
M.2.2 Enhanced capabilities and visibility
8
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
Summary of the evaluation: The expert should answer to these questions:
1. What is the innovation?
2. What is/are the technical risk(s)?
3. What is the potential market?
4. What is the added value for Europe?
5. Expert overall conclusions
9
EURIPIDES² Evaluation Form
Based on EUREKA Project Assessment methodology and the Hanover Declaration Requirements (HDR)
Summary page: (to be executed by the Office)
Please calculate the Final rating, using the “Criteria and Definitions» hereunder:
Maximum
weighted
points
Maximum
points per
criterion
N
(Number
of criteria)
A
Weight
( 100 )
( Nx10 )
Crucial Criteria (C)
100
10
2
5
Basic Assessment (B)
100
10
8
1.25
Technology & Innovation (T)
100
10
11 altogether
9 for component or
system development (a)
or
7
for enabling technology
development (b)
1.11 for
(a)
or
1.43 for
(b)
Market & Competitiveness (M)
100
10
5
2
Group of criteria
Overall ex-ante assessment
B
Points
C= A x B
Actual
weighted
points
C/100
percentage
∑ / 400
%
Rules of acceptance: TEC evaluation and decision
10