Unit 14.b: PROJECT PROPOSAL. PREPARATION - ... PhD PROGRAM IN
ELECTRICAL AND COMPUTER ENGINEERING .... Technology Domains
examples.
SCIENTIFIC RESEARCH METHODOLOGIES AND TECHNIQUES Unit 14.b: PROJECT PROPOSAL PREPARATION - EXAMPLES = European Space Agency-ESA = Rita A. Ribeiro
[email protected]
PhD PROGRAM IN ELECTRICAL AND COMPUTER ENGINEERING © Rita Ribeiro, 2010
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Agenda
1. Introduction to ESA (European Space Agency) 2. How to find calls 3. How to apply 4. Prepare proposal 5. Submit proposal
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Purpose of European Space Agency
“To provide for and promote, for exclusively peaceful purposes, cooperation among European states in space research and technology and their space applications.” Article 2 of ESA Convention
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The European Space Agency (ESA) is Europes gateway to space. Its mission is to shape the development of Europes space capability and ensure that investment in space continues to deliver benefits to the citizens of Europe and the world. ESA is an international organisation with 18 Member States. By coordinating the financial and intellectual resources of its members, it can undertake programmes and activities far beyond the scope of any single European country. • What does ESA do? ESAs job is to draw up the European space programme and carry it through. ESA's programmes are designed to find out more about Earth, its immediate space environment, our Solar System and the Universe, as well as to develop satellite-based technologies and services, and to promote European industries. ESA also works closely with space organisations outside Europe. •Who belongs to ESA? Austria, Belgium, Czech Republic, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the United Kingdom. Canada takes part in some projects under a Cooperation agreement. •Hungary, Romania and Poland are European Cooperating States. Estonia and Slovenia have recently signed cooperation agreements with ESA. © Rita Ribeiro, 2010
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How many people work for ESA? There are around 2000 staff working for ESA, from all the Member States and include scientists, engineers, information technology specialists and administrative personnel. Where do ESAs funds come from? ESAs mandatory activities (space science programmes and the general budget) are funded by a financial contribution from all the Agencys Member States, calculated in accordance with each countrys gross national product. In addition, ESA conducts a number of optional programmes. Each Member State decides in which optional programme they wish to participate and the amount they wish to contribute. How big is ESAs budget? ESA's budget for 2009 3591 million. ESA operates on the basis of geographical return, i.e. it invests in each Member State, through industrial contracts for space programmes, an amount more or less equivalent to each countrys contribution. How much does each European spend on ESA? On average, every citizen of an ESA Member State pays, in taxes for expenditure on space, about the same as the price of a cinema ticket (in USA, investment in civilian space activities is almost four times as much). © Rita Ribeiro, 2010
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Where is ESA located? ESA's Headquarters Paris: where policies and programmes are decided.
ESA sites and responsibilities: • ESOC, the European Space Operations Centre in Darmstadt, Germany; • ESRIN, the ESA centre for Earth Observation, in Frascati, near Rome, Italy; • ESTEC, the European Space Research and Technology Centre, Noordwijk, Netherlands. • EAC, the European Astronauts Centre in Cologne, Germany; • ESAC, the European Space Astronomy Centre, in Villafranca del Castillo, Madrid, Spain; ESA also has liaison offices in Belgium, USA and Russia; a launch base in French Guiana and ground/tracking stations in various parts of the world. © Rita Ribeiro, 2010
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Technology Domains examples... TD
TECHNOLOGY DOMAIN
TSD
TECHNOLOGY SUBDOMAIN
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On-Board Data Systems
A B C
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Space System Software
A B C D E
Payload Data Processing On Board Data Management Microelectronics for digital and analogue applications Advanced Software technologies Space Segment Software Ground Segment Software Ground Data Processing Earth Observation Payload Data Exploitation
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Spacecraft Electrical Power
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Spacecraft Environment & Effects
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Space System Control
A B C D A B C A B
Power system architecture Power generation technologies Energy storage technologies Power conditioning and distribution Space Environment Environment effects Space Weather Space system architecture and autonomy Space segment Guidance Navigation and Control (GNC)
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RF Payload and Systems
A B C D E
Telecommunication (sub-)Systems Radio Navigation (sub-)Systems TT&C (sub-)Systems RF Payloads Microwave and millimeter wave technologies and equipments
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Electromagnetic Technologies and Techniques
A
Antennas
B C A B
Wave Interaction and Propagation EMC/RFC/ESD Mission and System Specification Collaborative and Concurrent Engineering
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System Design & verification
More than 25 domains each with 3 or 4 sub-domains!!!! © Rita Ribeiro, 2010
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EMITS: how to find new calls! : regular calls
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EMITS: (Cont.)
Planned, pending approval
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EMITS: (Cont.)
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Check eligibility
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EMITS: (Cont.) – After login…
Mandatory Documents of call
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Other sources for finding calls in ESA
Keep informed about ESA planning • Programmatic Papers /EuroNews/ www.ESA.INT/ • EMITS (Intended projects) • National Delegates • Personal Contacts Prepare for Upcoming activities • Company internal studies • Team Formation
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Decision to bid...
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(ITT-Invitation To Tender)
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Basics on ESA Proposals
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Proposal Planning
Read all ITT documents -read them again – mark them Focus on SoW Understand Objectives in SoW Define Tasks to be done (Work Package sub-divisions) Useful to clarify work for each partners Assign responsabilities between partners (Work Package Descriptions)
Create own Work Breakdown Structure (WBS)
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Planning Proposal: STEP 2
Concentrate on specification/requirements (SoW) • check completeness/consistency with WPs • check availability of required skills in company/team • define clear tasks for subcontractors • generate structure (list of contents) of proposal and study logic for activity, establish schedule for proposal • built up internal/external proposal/study team (technical) • discuss requirements • develop solutions in teamwork (brainstorming)
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Planning Proposal : writting stage
Read SOW and Requirements -Consistency Check against work done up to now Check WBS, Study Logic and List of Contents Start writing the proposal • define overall layout of proposal • assign chapters very clearly to responsible person • define delivery dates for inputs • keep discussion in study team alive
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Writing Proposal summary: useful hints General Hints: a good technical part of a proposal
is consistent and balanced in all chapters is well structured and shows a logical development is easy to read and complete defines very clearly what ESA gets out of the activity is consistent with WBS and Workpackage descriptions reflects the technical knowledge of the proposed team and key personnel
is catching to the eye
Avoid Pure repetition of the SoW Lengthy philosophical considerations Inconsistent subcontractor contributions Permanent complaints about budget limitations Narrow single solution approach
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Example: Technical proposal INDEX 1
INTRODUCTION............................................................................................................................................................. 4 1.1 1.2 1.3
PURPOSE OF THIS DOCUMENT ....................................................................................................................................... 4 DEFINITIONS, ACRONYMS AND ABBREVIATIONS........................................................................................................... 4 REFERENCES ................................................................................................................................................................ 5
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DEMONSTRATION OF UNDERSTANDING .............................................................................................................. 6
3
TECHNICAL DESCRIPTION ........................................................................................................................................ 7 3.1 3.2 3.3 3.4 3.5 3.6
OBJECTIVES ................................................................................................................................................................. 7 BASICS ON DATA MINING ............................................................................................................................................ 8 FEATURE EXTRACTION-SELECTION .............................................................................................................................. 8 BUILDING THE FUZZY SETS (LINGUISTIC VARIABLES) .................................................................................................. 9 DECISION LOGIC .......................................................................................................................................................... 9 DRAFT OF A KNOWLEDGE DISCOVERY TOOL .............................................................................................. 10
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FEASIBILITY OF THE PROJECT.............................................................................................................................. 12
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WORKPACKAGES & WORK PLAN ......................................................................................................................... 12
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Example: Management proposal INDEX 1
PURPOSE OF THIS DOCUMENT ................................................................................................................................ 4
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ADMINISTRATIVES AND CONTRACTUAL ............................................................................................................. 5 2.1 PERSON AUTHORISED TO SIGN THE CONTRACT .......................................................................................................... 5 2.2 CONTACT PERSON ........................................................................................................................................................ 5 2.3 TECHNICAL & ADMINISTRATIVE REPRESENTATIVES .................................................................................................... 5 2.3.1 PROJECT MANAGER ........................................................................................................................................ 5 2.3.2 PROJECT CO-ORDINATION............................................................................................................................. 5 2.3.3 WORKPACKAGE MANAGER ............................................................................................................................ 6
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PLANNING ....................................................................................................................................................................... 6 3.1 3.2
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GANTT CHART ......................................................................................................................................................... 6 LIST OF DELIVERABLES ........................................................................................................................................ 7
MANAGEMENT PLAN (DRAFT) ................................................................................................................................. 7 4.1 ORGANIZATION ....................................................................................................................................................... 7 4.2 MANAGEMENT ........................................................................................................................................................ 7 4.2.1 METHODOLOGY, TECHNIQUE AND TOOLS ................................................................................................. 7 4.2.2 REPRODUCTION, PROTECTION, DELIVERY ................................................................................................ 8 4.2.3 Quality control .................................................................................................................................................... 9
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BACKGROUND EXPERIENCE .................................................................................................................................. 10 5.1 5.2
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UNINOVA .................................................................................................................................................................... 10
GTD........................................................................................................................................................................... 11
KEY PERSONNEL......................................................................................................................................................... 16
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Link between ITT, Evaluation Criteria & Proposal
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Link between ITT, Evaluation Criteria & Proposal (cont.)
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Summary of Mandatory Proposal Documents –for ITT ( EMITS) 1. Cover Letter 1a. (Option): Executive Summary 2. Technical Proposal 3. Administrative Proposal, consisting of: – 3.1 Management Proposal – 3.2 Financial Proposal – 3.3 Contractual Proposal
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• And when we believe a NEW Algorithm, Concept or Methodology is applicable in the Space domain????? • ESA created a special program called Triangle Initiative for demonstrating NEW IDEAS I have an idea!!!
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ITI- Triangle Initiative
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ITI- Triangle Initiative
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ITI- Triangle Initiative : Template ESA - INNOVATION TRIANGLE INICIATIVE (ITI) PROPOSAL REF Number: (1)Title: (2) Scope: Specify the objective of the proposal
Type A starts with Inventors, Type B with developers
(3a) Technical Domain: 12 – Ground Station system (3b) Service Domain: Generic Technologies (Including Technology Push) (4a) Contacts:
Inventors
Organisation Name*
UNINOVA - Instituto de Desenvolvimento de Novas Tecnologias
Street*
Campus da FCT / UNL
Postal Code*
2829-516
City*
Monte da Caparica
Country*
Portugal
Company Background and Experience
UNINOVA (Institute for Development of New Technologies) is a multidisciplinary, autonomous and non-profit research institute employing around 70 persons. It is located in the campus of Universidade Nova Lisboa. UNINOVA includes two main centres
Description of Facilities:
UNINOVA facilities are located at the Caparica campus of FCT/UNL (Faculty of Sciences & Technology of the New University of Lisbon)..
Technical Contact Person* Phone* Email* Contracts Contact Person* Phone* Email* ESA Bidders Number
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ITI- Triangle Initiative : Template (4b) Contacts:
Developers
Organisation Name* Street* Etc....
Customers (4c) Contacts: Organisation Name* Street* Etc
(5) Short Description: Please describe the problem to be addressed including the basic concept, the approach to be followed, and clearly identify its novelty content. (6) Benchmark: Please compare the proposed concept with the state-of-the-art and identify the advantages introduced with respect to the alternative solutions being currently used. (7) Expected results: Please specify the targeted application(s) and the expected results of the proposed activities. (8) Specifications: Please identify the key technical performance parameters relevant to the activity being proposed and specify, for each parameter identified, the value currently available and the value expected as a result of this activity. e.g. neural networks: Current availability: Low – Value expected as result of this activity: High – © Rita Ribeiro, 2010
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ITI- Triangle Initiative : Template (9) WBS & Schedule: Please include a simplified work breakdown structure (with envisaged work packages (WP) description). For each WP specify also the inputs / outputs, entities involved and the envisaged schedule taking the Kick-off meeting date as a reference (referred to as T0). Please include a WP for the management of the activity and also, if relevant, a WP for the test plan, both following the indications given in this template. Comparative study of algorithms Title: WP10 Start Date T0 +
0
End Date T0 +
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Inputs: Outputs*
TN1:
Description*
The main tasks foreseen for this activity are: • Literature survey about .. •
Responsible Entity*
UNINOVA
Other Entities
More WPs as found necessary (10) Deliverables: Please describe software and/or hardware deliverables as applicable. Hardware: No Software: Yes, .. (11) Cost of Activity: 50 kEuros (type A), 150K (type B) © Rita Ribeiro, 2010
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ITI- Triangle Initiative : Template (12) Prior Art:
Title: Prior art:
Field of application:
Relevant actors:
Relevant dates:
IPR? The concepts are public domain, what is new is... The publications resulting from this work will be public domain (published in known journals and conferences). Docs of reference..
(13) Statement of Industrial Interest
Organization: Contact Person: Can ESA Contact this person? YES; Phone: Email: Job Title: Function: Intended application: Additional Investments Required: Estimated Technical Benefits: Estimated Business Benefits: I
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Final Home Work: ESA Proposal Coordinator: Rita A. Ribeiro (ext: 13738, email:
[email protected]) • The goal of this work is to prepare a successful project proposal for an ESA ITI call (Triangle Initiative program of ESA). • 2/3 groups can apply for this final home work and each group cannot exceed 3 persons. • The templates and description documents provided by ESA are in https://harmostrat.esa.int/iti/index.jsp . • Please use the proposal example provided in the site as a basis for your own proposal. The idea is to learn how to do short proposals for ESA and at the same time to show your imagination and skills in “selling” and idea. The selected candidate is the group who presented the best and feasible proposed solution. • Imagine yourself as applying to this call and may the best one win!
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Recipe for good proposals Writing a good proposal is like cooking: – Read the recipe carefully – Use the best and freshest ingredients you can get – Be innovative in the details, but keep the structure of the recipe – Serve hot and fresh from the furnace
A good proposal is very simple, this makes it difficult to write it.
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