Project Proposal Form 20170213 V3.0 - Climate-KIC

PROJECT PROPOSAL
START-UP PROGRAMME – INVESTOR NETWORK
SUBMITTED BY: “INSERT NAME HERE”
SUBMISSION DATE: DD-MM-YYYY
PROJECT PROPOSAL
The purpose of the proposal is to outline the rationale for undertaking the project, justify the
need for the project against cost and benefits, and enable Climate KIC to assess whether the
proposal should be accepted and progressed to the next stage.
1. Project Details
Project Name
Start-Up Programme: Investor Network
Project Description
See Investor Network RFP
Project Type
See Investor Network RFP
Lead Partner
Organisation
Address of Lead
Partner Organisation
Total EIT Funding
Available (€), incl. for
covering indirect costs
as defined in the
Horizon 2020 Financial
Guidelines
Planned Start Date
[…]
Lead Partner No
[…]
[…]
Project Lead
[…]
Total Partner
Co-Funding (€),
as defined in the
Horizon
2020
Financial
Guidelines
[…]
Duration
See Investor Network RFP
Title of
Contact Person
Project
Role
125’000
See Investor Network RFP
2. Consortium Partners (if applicable)
Organisation’s
full legal name
Contact Name
Contact
Information
KIC Partner
KIC Partner
Non-KIC Partner
Non-KIC Partner X
3. Skills & Experience
3.1 Background Information (max. 250 words)
Please provide a summary of your organization, including core activities, history, and any other information you deem
appropriate and useful.
[write your answer here]
3.2 Individuals Involved
Please describe which individuals would be involved in delivering the work and in what role. Please provide, as separate
documents, the CVs of each individual.
[write your answer here]
3.3 Strengths (max. 250 words)
Please provide a summary of your organization’s personal perceived strengths and how they combine to maximize the
likelihood of a successful delivery of the work.
[write your answer here]
3.4 Experience (max. 500 words)
Project Proposal Form – Investor Network | Version 1.0 | 30 May 2017
Start-Up Programme Board
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PROJECT PROPOSAL
The purpose of the proposal is to outline the rationale for undertaking the project, justify the
need for the project against cost and benefits, and enable Climate KIC to assess whether the
proposal should be accepted and progressed to the next stage.
Please comment on your organizations’ experience in (a) providing networking services to start-ups, (b) providing
matchmaking services to start-ups and investors, and (c) organizing start-up pitching events. Please also comment on how
this experience applies to or was gained in the fields of climate change (e.g. cleantech, renewables, sustainability).
[write your answer here]
3.5 References (if applicable; max. 250 words)
Please provide up to three references for similar work you have performed in the past.
[write your answer here]
4. Execution Strategy
4.1 Online Platform (max. 500 words)
Please describe how you would develop and implement the technical solution behind the online platform. Please describe
what risk mitigation measures you would take to ensure on-time and at-cost delivery. If possible, provide references to
similar online platforms that your organization has developed in the past.
[write your answer here]
4.2 Engaging Investors (max. 250 words)
Please describe how you plan to identify, prospect, and engage investors on the platform. Please describe the extent of
your existing network you could tap into to ensure timely delivery of this Project.
[write your answer here]
4.3 Event Management (max. 250 words)
Please describe your event management experience and list similar events delivered by your organization in the past.
[write your answer here]
5. Project Controls
5.1 Value for Money (max. 250 words)
Please describe your approach to ensure value-for-money in delivering the Project.
[write your answer here]
5.2 High Level Plan & Key Deliverables
Based on the work packages described in the RFP, please describe how you would structure the work into distinct
deliverables and indicate a target date for achieving these deliverables (in 2017):
Phase or Work Package
Deliverables
1A) Theory of Change
[…]
[…]
1B) Database and portal infrastructure
[…]
[…]
1C) Bringing data to life
[…]
[…]
1D) Partnership set-up with investors
[…]
[…]
1E) Account management/servicing model
[…]
[…]
2F) Events
[…]
[…]
2G) Marketing and operations
[…]
[…]
Project Proposal Form – Investor Network | Version 1.0 | 30 May 2017
Start-Up Programme Board
Target Date
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PROJECT PROPOSAL
The purpose of the proposal is to outline the rationale for undertaking the project, justify the
need for the project against cost and benefits, and enable Climate KIC to assess whether the
proposal should be accepted and progressed to the next stage.
2H) Partnerships
[…]
[…]
5.3 High Level Budget Overview
Based on the work packages described in the RFP, please provide a high-level budget you think you will need to carry out
the work (in 2017). Feel free to structure the budget differently if another structure is more useful for planning purposes.
Phase or Work Package
Staff Time
(EUR)
SubContractors
(EUR)
Other
(EUR)
Total
(EUR)
1A) Theory of Change
[…]
[…]
[…]
[…]
1B) Database and portal infrastructure
[…]
[…]
[…]
[…]
1C) Bringing data to life
[…]
[…]
[…]
[…]
1D) Partnership set-up with investors
[…]
[…]
[…]
[…]
1E) Account management/servicing model
[…]
[…]
[…]
[…]
2F) Events
[…]
[…]
[…]
[…]
2G) Marketing and operations
[…]
[…]
[…]
[…]
2H) Partnerships
[…]
[…]
[…]
[…]
TOTAL
[…]
[…]
[…]
[…]
5.4 Conflicts of Interest (max. 250 words)
Please describe any existing or perceived conflicts of interests that may apply to your application.
[write your answer here]
5.5 Risk Management
Please list the top three risks likely to impact the Project. You should consider all types of risks including policy, technology,
regulatory, financial and resources. Outline the impact it will have on the delivery of the project and the planned actions
to mitigate the risk.
Risk
Description of Risk
#1
[…]
#2
[…]
#3
[…]
Probability
Mitigation Options
5.6 Gender Equity (max. 250 words)
Please describe the measures you would take to promote equal treatment of and opportunities for representatives of all
gender categories in implementing the Project.
[write your answer here]
Project Proposal Form – Investor Network | Version 1.0 | 30 May 2017
Start-Up Programme Board
4|P a g e
PROJECT PROPOSAL
The purpose of the proposal is to outline the rationale for undertaking the project, justify the
need for the project against cost and benefits, and enable Climate KIC to assess whether the
proposal should be accepted and progressed to the next stage.
Disclosure & Confidentiality
Project proposals are reviewed in confidence by Climate-KIC staff and parties acting on its behalf. In cases where a
proposal could facilitate the implementation of a similar type project and facilitate match-making, Climate-KIC may
share the proposal with other partners and the public.
If you would prefer your proposal not to be shared, please indicate by ticking the check box.
☐
Has this proposal been submitted to Climate-KIC in the past 2 years in response to a call for proposals?
☐ Yes ☐ No
(If Yes please state the name of the proposal and data it was submitted)
_________________________________________________________
Do you have any EU funded project currently underway or pending approval, that is closely aligned to this proposal?
☐ Yes ☐ No
(If yes state the funding source and why you need funding from Climate KIC)
_________________________________________________________
Signature
I confirm that all relevant information/content has been submitted for this proposal to be considered by Climate-KIC.
(An original signature is required from the authorised representative of the Lead Partner and Climate-KIC assumes
that all project participants have been advised and have consented to the terms of this form and that this single Lead
Partner acts as the duly authorised agent on behalf of the others during the proposal submission and review process.
Please note that any false information in this form will lead to disqualification of the proposal)
Name of person acting on behalf of lead partner organisation
__________________________________________________
Signature on behalf of lead partner organisation
__________________________________________________
Date
__________________________________________________
Project Proposal Form – Investor Network | Version 1.0 | 30 May 2017
Start-Up Programme Board
5|P a g e
PROJECT PROPOSAL
The purpose of the proposal is to outline the rationale for undertaking the project, justify the
need for the project against cost and benefits, and enable Climate KIC to assess whether the
proposal should be accepted and progressed to the next stage.
1 Reference Documents
Document Name
2 Document History
Version
Date
Version No
Author
Change Description
Project Proposal Form – Investor Network | Version 1.0 | 30 May 2017
Start-Up Programme Board
Location
Distribution
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