Initial commit - combined iTerm2 scripts
Contains: - 1m-brag - tem - VaultMesh_Catalog_v1 - VAULTMESH-ETERNAL-PATTERN 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
Vault Sovereign
339
VAULTMESH-ETERNAL-PATTERN/funding-roadmap/consortium/README.md
Normal file
339
VAULTMESH-ETERNAL-PATTERN/funding-roadmap/consortium/README.md
Normal file
@@ -0,0 +1,339 @@
|
||||
# VaultMesh Consortium Tracker
|
||||
|
||||
**Purpose:** Centralized tracking system for all consortium partners across 8 EU funding proposals (€15.8M+ total)
|
||||
|
||||
**Location:** `~/vaultmesh-core/funding-roadmap/consortium/`
|
||||
|
||||
---
|
||||
|
||||
## Files
|
||||
|
||||
- **consortium-tracker.csv** — Master spreadsheet (importable to Excel/Google Sheets)
|
||||
- **consortium-summary.md** — Human-readable snapshot (auto-generated)
|
||||
- **partner-communications/** — Email templates and correspondence logs
|
||||
- **loi-received/** — Signed Letters of Intent (PDF/scanned)
|
||||
|
||||
---
|
||||
|
||||
## Column Definitions
|
||||
|
||||
### Core Identity
|
||||
- **Partner Name:** Official legal entity name
|
||||
- **Country:** ISO 2-letter code (DE, FR, CZ, etc.)
|
||||
- **Partner Type:** Academic | SME | Large Industry | Public Admin | Research Infra | Non-profit
|
||||
- **Proposal Track:** Which of the 8 funding proposals this partner participates in
|
||||
|
||||
### Work Package Assignment
|
||||
- **WP Lead:** Work package(s) where partner is lead (e.g., WP2)
|
||||
- **WP Contributions:** All WPs where partner contributes (e.g., "WP2,WP3,WP5")
|
||||
|
||||
### Budget & Effort
|
||||
- **Budget (€):** Partner's total budget allocation
|
||||
- **Budget %:** Percentage of consortium budget
|
||||
- **Person-Months:** Total effort commitment (1 PM = 1 FTE for 1 month)
|
||||
|
||||
### LOI Tracking
|
||||
- **LOI Status:** Pending | Under Review | Approved | Rejected
|
||||
- **LOI Date:** Date LOI was received (YYYY-MM-DD)
|
||||
|
||||
### Administrative
|
||||
- **PIC Code:** 9-digit Participant Identification Code from EU portal
|
||||
- **Primary Contact:** Name of technical/project lead
|
||||
- **Email:** Contact email
|
||||
- **Phone:** Contact phone (optional)
|
||||
- **Admin Status:** Overall admin completion (Pending | In Progress | Complete)
|
||||
- **CV Status:** CVs submitted (Pending | Complete)
|
||||
- **Capacity Check:** Financial capacity statement (Pending | Complete)
|
||||
- **Ethics Forms:** Ethics self-assessment if applicable (N/A | Pending | Complete)
|
||||
- **Gender Plan:** Gender equality plan if required (N/A | Pending | Complete)
|
||||
- **Consortium Agreement:** Signed CA status (Pending | Draft | Signed)
|
||||
|
||||
### Strategic Assessment
|
||||
- **Notes:** Free text for internal coordination notes
|
||||
- **Strategic Value:** Why this partner is critical (1-2 sentence summary)
|
||||
- **Complementarity:** What unique gaps they fill in consortium
|
||||
- **Last Updated:** Timestamp of last tracker update (YYYY-MM-DD)
|
||||
|
||||
---
|
||||
|
||||
## Usage Workflows
|
||||
|
||||
### 1. Adding a New Partner
|
||||
|
||||
```bash
|
||||
# Open tracker in editor
|
||||
nano ~/vaultmesh-core/funding-roadmap/consortium/consortium-tracker.csv
|
||||
|
||||
# Or use spreadsheet software
|
||||
# Import CSV into Google Sheets/Excel
|
||||
```
|
||||
|
||||
**Required info at LOI stage:**
|
||||
- Partner Name, Country, Partner Type, Proposal Track
|
||||
- Primary Contact, Email
|
||||
- Estimated Budget, Person-Months
|
||||
- WP assignments (lead and contributions)
|
||||
|
||||
**Can be TBD initially:**
|
||||
- PIC Code (collect during admin phase)
|
||||
- Phone, detailed admin status
|
||||
- Exact budget % (finalize during proposal freeze)
|
||||
|
||||
### 2. Tracking LOI Progress
|
||||
|
||||
**Status workflow:**
|
||||
```
|
||||
Pending → Under Review → Approved
|
||||
↘ Rejected
|
||||
```
|
||||
|
||||
**Actions by status:**
|
||||
- **Pending:** Send LOI template, follow up weekly
|
||||
- **Under Review:** Steering committee evaluates complementarity, budget fit
|
||||
- **Approved:** Add to active consortium, request admin docs
|
||||
- **Rejected:** Archive, note reasons in "Notes" field
|
||||
|
||||
### 3. Administrative Collection Phase
|
||||
|
||||
**Checklist per partner (post-LOI approval):**
|
||||
- [ ] PIC Code submitted
|
||||
- [ ] 2-page CVs (EU format) for key personnel
|
||||
- [ ] Legal Entity Form signed
|
||||
- [ ] Financial Capacity Statement (last 2-3 years)
|
||||
- [ ] Ethics self-assessment (if research involves human subjects/data)
|
||||
- [ ] Gender Equality Plan (if institution requires)
|
||||
|
||||
**Update tracker:**
|
||||
```csv
|
||||
Admin Status: In Progress
|
||||
CV Status: Complete
|
||||
Capacity Check: Complete
|
||||
Ethics Forms: Pending
|
||||
...
|
||||
```
|
||||
|
||||
### 4. Consortium Agreement Negotiation
|
||||
|
||||
**Status progression:**
|
||||
```
|
||||
Pending → Draft → Signed
|
||||
```
|
||||
|
||||
**Draft phase:** Circulate CA template, collect comments
|
||||
**Signed phase:** All partners sign before proposal submission (or within 30 days of grant award)
|
||||
|
||||
### 5. Budget Reconciliation
|
||||
|
||||
**Run budget sanity check:**
|
||||
```bash
|
||||
# Sum all Budget (€) values per proposal
|
||||
# Verify total matches target (e.g., €2.8M for PQC, €10M for Digital Twins)
|
||||
# Check Budget % sums to 100% per proposal
|
||||
|
||||
# Example for PQC Integration:
|
||||
# VaultMesh (70.4%) + Univ Brno (10%) + Cyber Trust (12.5%) + France (7.1%) = 100%
|
||||
```
|
||||
|
||||
**Flag if:**
|
||||
- Total budget exceeds call limit
|
||||
- Any partner >30% (may trigger coordinator dependency risk)
|
||||
- Budget % doesn't sum to 100%
|
||||
|
||||
### 6. Generating Partner Summary Reports
|
||||
|
||||
**Create snapshot for steering committee:**
|
||||
```bash
|
||||
# Count partners by status
|
||||
grep "Approved" consortium-tracker.csv | wc -l
|
||||
grep "Pending" consortium-tracker.csv | wc -l
|
||||
|
||||
# List partners by proposal
|
||||
grep "PQC Integration" consortium-tracker.csv | cut -d',' -f1,2,4
|
||||
```
|
||||
|
||||
**Auto-generate summary doc:**
|
||||
```bash
|
||||
python3 << 'EOF'
|
||||
import csv
|
||||
from collections import defaultdict
|
||||
|
||||
proposals = defaultdict(list)
|
||||
with open('consortium-tracker.csv') as f:
|
||||
reader = csv.DictReader(f)
|
||||
for row in reader:
|
||||
if row['Partner Name'] != '[Template Row]':
|
||||
proposals[row['Proposal Track']].append(row)
|
||||
|
||||
for proposal, partners in sorted(proposals.items()):
|
||||
print(f"\n## {proposal}")
|
||||
print(f"Partners: {len(partners)}")
|
||||
approved = sum(1 for p in partners if p['LOI Status'] == 'Approved')
|
||||
print(f"LOIs Approved: {approved}/{len(partners)}")
|
||||
total_budget = sum(int(p['Budget (€)']) for p in partners if p['Budget (€)'].isdigit())
|
||||
print(f"Total Budget: €{total_budget:,}")
|
||||
EOF
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Proposal-Specific Tracking
|
||||
|
||||
### Tier 1 Proposals (High Priority)
|
||||
|
||||
**1. PQC Integration (€2.8M) — HORIZON-CL3-2025-CS-ECCC-06**
|
||||
- **Target consortium size:** 4-6 partners (achieved: 4)
|
||||
- **Country diversity:** ≥3 countries (achieved: 4 — IE, CZ, GR, FR)
|
||||
- **Submission deadline:** 2025-12-15
|
||||
- **Critical path:** All LOIs approved ✓, Admin collection by 2025-11-30
|
||||
|
||||
**2. Digital Twins (€10M) — HORIZON-CL4-2025-DIGITAL-03**
|
||||
- **Target consortium size:** 8-12 partners (current: 6)
|
||||
- **Country diversity:** ≥4 countries (current: 3 — DE, IE, ES)
|
||||
- **Submission deadline:** 2026-01-20
|
||||
- **Critical path:** Need 2-4 more partners (Italy, Poland, or Nordics)
|
||||
|
||||
### Tier 2 Proposals (Strategic)
|
||||
|
||||
**3. GenAI Health (€3M) — HORIZON-HLTH-2025-CARE-01**
|
||||
- **Target:** 4-5 partners (current: 4)
|
||||
- **Gap:** Need 1 more clinical partner (FR or IT hospital)
|
||||
- **Deadline:** 2026-02-10
|
||||
|
||||
**4. Quantum Communications (€1M) — HORIZON-CL3-2025-CS-QT-02**
|
||||
- **Target:** 3-4 partners (current: 2)
|
||||
- **Gap:** Need telecom operator (Deutsche Telekom, Orange)
|
||||
- **Deadline:** 2025-12-20
|
||||
|
||||
---
|
||||
|
||||
## Partner Engagement Cadence
|
||||
|
||||
### Pre-LOI Phase (Weeks 1-2)
|
||||
- Send Partner Onboarding Kit (1-pager)
|
||||
- Schedule intro call (30 min)
|
||||
- Clarify WP assignments and budget
|
||||
|
||||
### LOI Review Phase (Weeks 3-4)
|
||||
- Steering committee evaluates fit
|
||||
- Check complementarity matrix
|
||||
- Approve or request revisions
|
||||
|
||||
### Admin Collection Phase (Weeks 5-8)
|
||||
- Request PIC, CVs, capacity docs
|
||||
- Weekly check-ins on admin progress
|
||||
- Escalate blockers to institutional leadership
|
||||
|
||||
### Proposal Drafting Phase (Weeks 9-12)
|
||||
- Share relevant Part B sections for review
|
||||
- Incorporate partner feedback
|
||||
- Finalize budget distribution
|
||||
|
||||
### Final Approval Phase (Week 13)
|
||||
- Full proposal review by all partners
|
||||
- Sign consortium agreement
|
||||
- Submit to EU portal
|
||||
|
||||
---
|
||||
|
||||
## Red Flags & Risk Mitigation
|
||||
|
||||
### 🚨 Red Flags
|
||||
- **No response to LOI request after 2 follow-ups** → Move to backup partner list
|
||||
- **PIC code invalid or organization not in EU registry** → May be ineligible, verify immediately
|
||||
- **Budget request >30% without clear justification** → Coordinator dependency risk
|
||||
- **Ethics/gender forms marked N/A when research involves human subjects** → Compliance gap
|
||||
- **Past H2020/Horizon Europe project had audit issues** → Check LEAR (Legal Entity Appointed Representative) history
|
||||
|
||||
### ✅ Mitigation Actions
|
||||
- **Maintain backup partner list** (2-3 alternatives per key role)
|
||||
- **Set hard deadlines** for admin collection (2 weeks before proposal freeze)
|
||||
- **Bi-weekly steering committee calls** to review tracker status
|
||||
- **Assign VaultMesh PM as single point of contact** per partner (reduce coordination overhead)
|
||||
|
||||
---
|
||||
|
||||
## Export & Reporting
|
||||
|
||||
### For Steering Committee (Weekly)
|
||||
```bash
|
||||
# Generate executive summary
|
||||
cat consortium-tracker.csv | grep -v "Pending" | \
|
||||
cut -d',' -f1,4,9,10,16 > approved-partners-summary.csv
|
||||
```
|
||||
|
||||
### For EU Submission (Part A — Partner Table)
|
||||
```bash
|
||||
# Extract required fields for EU portal
|
||||
cat consortium-tracker.csv | \
|
||||
cut -d',' -f1,2,3,7,9,12 > eu-partner-table.csv
|
||||
# Columns: Partner Name, Country, Type, Budget, Person-Months, PIC
|
||||
```
|
||||
|
||||
### For Consortium Agreement
|
||||
```bash
|
||||
# List all approved partners with signatory info
|
||||
cat consortium-tracker.csv | grep "Approved" | \
|
||||
cut -d',' -f1,13,14 > ca-signatory-list.csv
|
||||
# Columns: Partner Name, Primary Contact, Email
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Version Control
|
||||
|
||||
**Backup tracker daily:**
|
||||
```bash
|
||||
cp consortium-tracker.csv \
|
||||
consortium-tracker-backup-$(date +%Y%m%d).csv
|
||||
```
|
||||
|
||||
**Track changes in git:**
|
||||
```bash
|
||||
cd ~/vaultmesh-core
|
||||
git add funding-roadmap/consortium/
|
||||
git commit -m "consortium: update tracker [X partners approved, Y pending]"
|
||||
```
|
||||
|
||||
**Generate receipt:**
|
||||
```bash
|
||||
python3 << 'EOF'
|
||||
import json, hashlib, datetime
|
||||
from pathlib import Path
|
||||
|
||||
tracker_path = Path.home() / 'vaultmesh-core/funding-roadmap/consortium/consortium-tracker.csv'
|
||||
content = tracker_path.read_text()
|
||||
hash_val = hashlib.sha256(content.encode()).hexdigest()
|
||||
|
||||
receipt = {
|
||||
"kind": "consortium.tracker.update",
|
||||
"ts": datetime.datetime.now(datetime.timezone.utc).isoformat(),
|
||||
"file": str(tracker_path),
|
||||
"hash": hash_val,
|
||||
"description": "Consortium tracker modification"
|
||||
}
|
||||
|
||||
receipt_path = Path.home() / '.vaultmesh/receipts' / f'consortium-tracker-{datetime.datetime.now().strftime("%Y%m%d%H%M%S")}.json'
|
||||
receipt_path.write_text(json.dumps(receipt, indent=2))
|
||||
print(f"Receipt: {receipt_path}")
|
||||
EOF
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Contact & Coordination
|
||||
|
||||
**Tracker Owner:** Karol Stefanski (guardian@vaultmesh.org)
|
||||
|
||||
**Access:**
|
||||
- VaultMesh steering committee (read/write)
|
||||
- Consortium partners (read-only snapshot on request)
|
||||
|
||||
**Updates:** After every LOI received, admin milestone, or budget change
|
||||
|
||||
---
|
||||
|
||||
**Document Control:**
|
||||
- Version: 1.0
|
||||
- Created: 2025-11-06
|
||||
- Last Updated: 2025-11-06
|
||||
- Classification: Consortium Internal (Non-Public)
|
||||
Reference in New Issue
Block a user