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OCRE update webinar 24 March 2021
Adoption funding update
Jan Meijer, Uninett
OCRE Funding lead
OCRE objectives: establishing EOSC's portfolio of commercial
services
1. OCRE will establish procurement vehicles to provide
the European not-for-profit Research & Education
(R&E) community access to a portfolio of
A. commercial infrastructure cloud services
B. commercial Earth Observation Platform Services
2. Following this, OCRE will use its Adoption Fund to
stimulate adoption of these services by the research
community
3. By developing and executing the processes required to
execute the aforementioned, OCRE will develop the
capability for procuring and brokering commercial
services in the EOSC
2
additional to purchases
made by any of the 1000s
of eligible institutions in
the green countries using
own funding (EC, NRC, 3rd
party etc.)
oAdoption by individual researchers (vouchers)
and projects with institutions
oStrategy established with OCRE external
advisory board
oAim for bigger, research-relevant projects
that really show the research community how
OCRE's portfolio of services can help to
achieve great research outcomes, e.g.
o new outcomes enabled by services
o improved execution: time, money, quality
o impact amplifier - allow small groups to do
large undertakings
o allow for smaller groups to achieve great
things
Adoption Funding strategy and targeted impact
3
Inspiring showcases
case studies which inspire
other researchers to adopt
infrastructure-cloud
services for their research
1st call for adoption projects infrastructure cloud
o31 proposals received, 15 awarded in December 2020
oGood balance in countries, type of project, services used
o€ 1.200.000 funding allocated
1st call for adoption projects Earth Observation services
o20 proposals received, 6 awarded in February 2020
oProject portfolio has good balance in countries, types of project, type of EO
services used
o€ 500.000 funding allocated
Results 1st calls
4
revise strategy and plan
based on results of 1st calls
1. For each project: small procurement exercise to select best supplier for that
project's functional requirements
o Each project defines functional requirements and evaluates proposals
obased on OCRE DIY package
o OCRE executes procurement-compliant process
2. Géant buys voucher for services with selected supplier
3. Project enters in to contract with supplier, uses services, pays with voucher
Developing methodology with 4 pilot projects
-> input for DIY package for remaining projects
Next steps: making services available
5
oComplicated subject matter:
o European cross-border VAT + vouchers
oAbility to claim adoption funding on the OCRE EC grant
oSubstantial financial risk for OCRE consortium, needs to be resolved
o alternatives to vouchers also explored but does not resolve challenges
oPromising path forward with vouchers, but do not expect Green Light before 2nd
half May
oMeans services to projects delayed
o Cloud: earliest July
o EO: earliest August
oBut project also extended with 6 months
A challenge and a delay
6
OCRE's 3rd objective: learnings for EOSC!
oThe DPS is very much a first try at a pan-European procurement vehicle for EO
services
oWe expect most of the DPS use to come from the OCRE adoption funding
oWhen you open a DPS, the contract to be used MUST be final
oWe can not finalise the DPS contract until we have resolved the issue of the exact
way to disburse the adoption funding:
o European cross-border VAT with vouchers
o Ability to claim adoption funding on the OCRE EC grant
oWhen Green Light comes, we'll have a better idea of realistic timeline for DPS
Consequences for the Earth Observation Services DPS
7
o Balanced portfolios for both cloud (15 projects) and EO (6 projects)
o will make for good showcases
oPlan for making services available in scalable way.
o Delays due to cross-border European VAT compliance with vouchers + cost
claim challenge
o Which in turn delays the EO DPS
oissues are being addressed
oRevised funding strategy and plan for remainder of adoption funding based on
learnings from first two calls
o revision to resume after Green Light
oProject expected to extend with 6 months
Summary
8
OCRE's 3rd objective: learnings for EOSC!

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Funding Update Presentation for Webinar: Cloud and Earth Observation Procurement, Funding Updates and the OCRE Cloud Catalogue

  • 1. OCRE update webinar 24 March 2021 Adoption funding update Jan Meijer, Uninett OCRE Funding lead
  • 2. OCRE objectives: establishing EOSC's portfolio of commercial services 1. OCRE will establish procurement vehicles to provide the European not-for-profit Research & Education (R&E) community access to a portfolio of A. commercial infrastructure cloud services B. commercial Earth Observation Platform Services 2. Following this, OCRE will use its Adoption Fund to stimulate adoption of these services by the research community 3. By developing and executing the processes required to execute the aforementioned, OCRE will develop the capability for procuring and brokering commercial services in the EOSC 2 additional to purchases made by any of the 1000s of eligible institutions in the green countries using own funding (EC, NRC, 3rd party etc.)
  • 3. oAdoption by individual researchers (vouchers) and projects with institutions oStrategy established with OCRE external advisory board oAim for bigger, research-relevant projects that really show the research community how OCRE's portfolio of services can help to achieve great research outcomes, e.g. o new outcomes enabled by services o improved execution: time, money, quality o impact amplifier - allow small groups to do large undertakings o allow for smaller groups to achieve great things Adoption Funding strategy and targeted impact 3 Inspiring showcases case studies which inspire other researchers to adopt infrastructure-cloud services for their research
  • 4. 1st call for adoption projects infrastructure cloud o31 proposals received, 15 awarded in December 2020 oGood balance in countries, type of project, services used o€ 1.200.000 funding allocated 1st call for adoption projects Earth Observation services o20 proposals received, 6 awarded in February 2020 oProject portfolio has good balance in countries, types of project, type of EO services used o€ 500.000 funding allocated Results 1st calls 4 revise strategy and plan based on results of 1st calls
  • 5. 1. For each project: small procurement exercise to select best supplier for that project's functional requirements o Each project defines functional requirements and evaluates proposals obased on OCRE DIY package o OCRE executes procurement-compliant process 2. Géant buys voucher for services with selected supplier 3. Project enters in to contract with supplier, uses services, pays with voucher Developing methodology with 4 pilot projects -> input for DIY package for remaining projects Next steps: making services available 5
  • 6. oComplicated subject matter: o European cross-border VAT + vouchers oAbility to claim adoption funding on the OCRE EC grant oSubstantial financial risk for OCRE consortium, needs to be resolved o alternatives to vouchers also explored but does not resolve challenges oPromising path forward with vouchers, but do not expect Green Light before 2nd half May oMeans services to projects delayed o Cloud: earliest July o EO: earliest August oBut project also extended with 6 months A challenge and a delay 6 OCRE's 3rd objective: learnings for EOSC!
  • 7. oThe DPS is very much a first try at a pan-European procurement vehicle for EO services oWe expect most of the DPS use to come from the OCRE adoption funding oWhen you open a DPS, the contract to be used MUST be final oWe can not finalise the DPS contract until we have resolved the issue of the exact way to disburse the adoption funding: o European cross-border VAT with vouchers o Ability to claim adoption funding on the OCRE EC grant oWhen Green Light comes, we'll have a better idea of realistic timeline for DPS Consequences for the Earth Observation Services DPS 7
  • 8. o Balanced portfolios for both cloud (15 projects) and EO (6 projects) o will make for good showcases oPlan for making services available in scalable way. o Delays due to cross-border European VAT compliance with vouchers + cost claim challenge o Which in turn delays the EO DPS oissues are being addressed oRevised funding strategy and plan for remainder of adoption funding based on learnings from first two calls o revision to resume after Green Light oProject expected to extend with 6 months Summary 8 OCRE's 3rd objective: learnings for EOSC!

Hinweis der Redaktion

  1. Important emphasis in this slide: first the procurement vehicles need to be in place, then consumption can start. However, we do need to prepare for this consumption. So is it an important point? Important point here: indicate what we're trying to achieve, as part of a rounded story about adoption funding. Point out that we are making these agreements available to the hairveins of research, in (nearly) all of the European research community.
  2. target wide as possible in first call, we can narrow call scope in subsequent calls this 1st call is importat: here we set up and test may of the processes and artefacts for the subsequent 5 calls, of which the last 4 are combined Wave 2 and Wave 3 calls. Simple principle for developing anything new: don't overload your first product, focus on the core.