http:// www.ukro.ac.uk Marie Curie Individual Actions UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap [email protected]
Mar 28, 2015
http://www.ukro.ac.uk
Marie Curie Individual Actions
UK NCP for Marie CurieCecilie HansenNicholas [email protected]
Science and Technology Facilities Council
Biotechnology and Biological Sciences Research Council
Engineering and Physical Sciences Research Council
Economic and Social Research Council
Medical Research Council
Natural Environment Research Council
Arts and Humanities Research CouncilU
K R
esea
rch
Offi
ce
Marie Curie NCP - helpdesk
• Web, email, telephone, visits• Advice on applying for MC actions:
• Eligibility• Application help• Results• Contractual issues
• Advice to those with MC contracts:• Social security and tax• Model agreements between host and fellow• Contractual issues
UK
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Session overview
• Policy background and description of actions
• Financial issues
• Submission and evaluation of proposals
• Hints and tips for proposal writing
UK
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http://www.ukro.ac.uk
Framework Programme 7
UK NCP for Marie CurieCecilie HansenNicholas Harrap
Policy Background
• FP7 is designed to achieve the Lisbon and Barcelona objectives and to complement activities in Member States.
• Support to the European Research Area • Budget of €50 521 million
• Complementarity with other EC programmes:
• Competitiveness and Innovation• Education and Training• Structural Funds
FP
7 –
Pol
icy
Bac
kgro
und
EU-27Austria, Belgium, Bulgaria , Cyprus, Czech Republic,Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Italy, Ireland, Latvia, Lithuania, Luxemburg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, UK
Associated Countries (FP7)Albania, Croatia, Iceland*, Israel*, Liechtenstein*, Montenegro, FYR Macedonia*, Norway*, Serbia,Switzerland, Turkey Bosnia Herzegovina (in the process of associating to FP7) *except Euratom
Main FP7 CountriesF
P7
Cou
ntrie
s
7
ICPCsF
P7
– In
tern
atio
nal c
oope
ratio
n
FP7 Specific Programmes
Co-operation – Collaborative Research
European Research Council
Marie Curie Actions
Capacities – Research Capacity
Fra
mew
ork
Pro
gram
me
7
JRC EURATOM
Objectives and Policy Context:
• Make Europe more attractive to researchers• Structuring effect on the European Research Area
through transnational and intersectoral mobility in order to create a European labour market for researchers
• Strengthen human potential by:• Encouraging people to become researchers• Encouraging researchers to carry out their research
in Europe
• Trans-national and inter-sectoral mobility• €4.7 Billion
Marie Curie Actions F
P7
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Principles
• Skills and competence development at all stages of researchers career
• Open to all research areas addressed under the Treaty plus possibility of targeted calls
• Strong participation from enterprises• Reinforce international dimension• Appropriate gender and work/life balance• Good working environment, transparent
recruitment and career development
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Act
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Overview of Marie Curie ActionsP
eopl
e S
peci
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rogr
amm
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Host Actions Individual Actions
Initial Training Networks
Industry Academia Partnerships and Pathways
NEW - International Research Staff Exchange Scheme
Intra- European Fellowships
International Incoming Fellowships
International Outgoing Fellowships
European Reintegration Grants
International Reintegration Grants
Also funded: Researcher’s Night, CO-FUND
MCA - Deadlines
Industry-Academia Partnerships & Pathways (IAPP)
25 March 2008
NEW - International Research Staff Exchange Scheme
28 March 2008
European Reintegration Grants (ERG)
International Reintegration Grants (IRG)
3 April and 8 October
Intra- European Fellowships (IEF)
International Incoming Fellowships (IIF)
International Outgoing Fellowships (IOF)
19 August 2008
Initial Training Networks (ITN) 2 September 2008
One stage proposal
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Central to all MC projects
The RESEARCHER, their training and mobility
In order to assess eligibility (for project or fellowship), it is essential that you consider the following:
• The minimum or maximum amount of research experience stipulated for the action
• The transnational mobility requirements for the action
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Individual Actions
• Researcher applies jointly with host• Length of stay depending on Action• Reintegration Phase
• Mandatory for International Outgoing Fellowships• Optional for International Incoming Fellows (if the fellow
is from an international co-operation partner country (ICPC))
• Fellow who withdraws cannot be replaced
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Definition of researchers
Early-Stage Researchers 0 - 4 years (FTE)
from obtaining degree that qualified them to embark on a doctorate
Experienced Researchers i) in possession of a PhD
or
i) at least 4 years experience (FTE)
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Transnational Mobility Requirements• Must not have been resident in host country for more
that 12 months in the last 3 years immediately before application deadline (for individual actions)
• Cannot be a national of host country unless
• European researcher working outside EU for 3 of the last 4 years
• Dual nationality and have not resided in a country of nationality for the last 5 years
• International organisation
• Return and reintegration grants
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Individual Fellowships
• Aimed at ‘Experienced Researchers’
• Skills diversification
• Three categories:• Intra-European Fellowships (IEF)• International Incoming Fellowships (IIF)• International Outgoing Fellowships (IOF)
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Intra-European Fellowships
• EU Member or Associated State National or Third Country national if in EU for at least 4 of the last 5 years (assimilated national)
• 12 – 24 months in a different EU Member State or Associated Country
• Resuming a career in research• Individual applies with host• Attaining or strengthening professional
independence• Skills diversification
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International Outgoing FellowshipsF
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• EU Member or Associated State Nationals only• 24 – 36 months in total of which 12 -24 months
in third country followed by mandatory reintegration phase in European host institutions
• Individual applies with host• Acquiring new knowledge in the third country
– bringing it back to the EU/AS • Contract is between European host institution
and Commission for duration of fellowship • Mandatory return phase of 1 year
International Incoming Fellowships
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• Third Country nationals only• 12 – 24 months incoming phase in EU/AS• Possible 1 year reintegration for nationals
from ICPC• Individual applies with host• Contract between European host institution
and EC for incoming phase, and between third country host and EC for reintegration / return
• Knowledge-sharing • Mutually-beneficial research co-operation
European Re-integration GrantsF
P7
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• (Re)-integration into research career following a period of transnational mobility
• Applicants must have already benefited from a Marie Curie fellowship under FP6 or FP7 - 18 months minimum FTE
• The European Re-integration Grant:• Supports a research project of 2- 3 years• Contributes to the research costs • Researcher applies with host institution • Start within 12 months of your fellowship end
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• Integration into research career in Europe following a period of transnational mobility outside Europe for at least 3 years
• Contribute to development of lasting co-operation with scientific community of the third country from which they have returned
• No requirement to have benefited from MCA previously
• The International Re-integration Grants• Support a research project of 2- 4 years
• Contributes to the research costs
• Researcher applies with host institution
• Host commits to researcher for at least 3 years
• Exceptionally those already employed in research in EU will be considered
International Re-integration Grants
http://www.ukro.ac.uk
Financial Issues
UK NCP for Marie CurieCecilie HansenNicholas Harrap
Community Contribution
• Benefits for the researchers • Living allowance• Mobility allowance• Travel allowance• Career exploratory allowance
• Benefits for the institution• Contribution to research costs• Contribution to management costs• Other eligible costs possible • Indirect costs (overheads)
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Researcher Salaries for ITNs
Experience Stipend(€/yr)
Employment contract (€/yr)
Early-Stage researchers 17,250 34,500
Experienced researchers
26,500 53,000
Experienced researchers (more than 10 years experience)
39,750 79,500
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- R
ates
Salaries are inclusive of all compulsory deductionsCorrection factor applied for cost of living (UK Coefficient 109.2%)
Individual fellow allowances
• Mobility allowance Without family: €500 per monthWith family: €800 per month Correction factor applied for cost of living
• Travel costs – depending on distance€ 250 - €2500
• Career Exploratory allowance€ 2000 for stays of more than one year
• Training / research costs of eligible researchers • Lab-based research: € 800 per month• Non-lab-based research: €500 per month
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Benefits for the institution
• Management Activities
maximum 3% of the total EC contribution
• Contribution to overheads 10% of direct costs except for subcontractors
• Other types of eligible expensesERG:
Fixed amount € 15000 per researcher per year
IRG:
Fixed amount € 25000 per researcher per year
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Contribution to the researcher – example
Activities carried out by the researcher:Researcher with family, going from Bucharest to Paris
for two years with an Intra-European Fellowships:• Living Allowance: 53 000 * 2yrs = € 106 000• Mobility Allowance: 800 * 24 months = € 19 200Correction factor = 104.4 % 125 200 * 104.4% = €
130 709 • Career exploratory allowance: € 2000• Travel costs: 1000 * 2 yrs = € 2000 Total contribution to the researcher = € 134 709• Research costs (Lab-based) 800 * 24 = € 19 200
Total community contribution € 153 709 (+ overheads + mgt)
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http://www.ukro.ac.uk
Submission and Evaluation
UK NCP for Marie CurieCecilie HansenNicholas Harrap
Proposal Submission
• All submission done onlineContact the EC if there are compelling reasons for why
you are unable to submit online
• Electronic Proposal Submission Service (EPSS) • Is available
• Meet the deadline!
MC
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Sub
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Outline of the Process
Call fichePublished
Proposal submitted
Evaluation Process Notification
Ofresults
Contract negotiation
Contract signature
ProjectStart
MC
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Sub
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Eligibility
Individual Evaluation
Consensus
Thresholds
Ranking by Commission
Negotiation
NegativeResult
Ethical Issues
CommissionFunding Decision
Proposal
Rejection
Rejection
Rejection
Evaluation ProcessM
CA
– S
ubm
issi
on &
Eva
luat
ions
Your project is mainly defined in ….
…PART B of the proposal forms(Part A is administrative
info)
• PART B addresses the evaluation criteria• …which vary according to MCA• …and have different weightings and thresholds
• General structure of Part B for individual fellowships is:• Cover Page, Table of Contents• S & T Quality • Training/Transfer of Knowledge • Researcher• Implementation • ImpactF
P7
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You
r P
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Evaluation of proposals
• Evaluation by competent experts in the field
• Need to address all of the issues to maximise scores
• Total score is 100%
• Overall threshold (70%)
• Some criteria have a threshold
• Each area is weighted
• Science counts for 25%
• You must focus on the objectives of the activity to be successful
MC
A –
Sub
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sion
& E
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European Charter and Code
• European Charter for Researchers addresses:• Roles and responsibilities• Entitlements • of researchers and their employers or funding
organisations.
• Code of Conduct for the Recruitment of Researchers aims to:• improve recruitment and make selection procedures
fairer and more transparent• proposes different means of judging merit
MC
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Sub
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& E
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http://www.ukro.ac.uk
Maximising Your Chances of Success - Individual Fellowships
UK NCP for Marie CurieCecilie HansenNicholas Harrap
What does the Commission want?
A project that matches “their”
objectives
M
arie
Cur
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Wha
t’s r
equi
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Individual Fellowships – Part B
Other issues
Training & knowledge transfer 15%
S & T Quality 25%
Researcher 25%
Implementation
15% Impact 20%
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3/5
3/5 No thresholds for IIF
No threshold
No threshold
4/5
Overall threshold 70%
MCA – S&T Quality
Sub-criteria
3/5 25%
• Scientific/technological quality, incl any interdisciplinary and multidisciplinary aspects of the proposal • Research methodology • Originality & innovative nature of project, and relationship to ‘state of the art’ • Timeliness and relevance of project • Host scientific expertise in the field• Quality of the group / supervisors
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MCA – Training – IEF/IOF
Sub-criteria
3/5 15%
• Clarity and quality of the research training objectives for the researcher • Relevance & quality of the additional scientific training & complementary skills offered • Host expertise in training experienced researchers in the field & capacity to provide mentoring / tutoring
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MCA – Transfer of Knowledge - IIF
Sub-criteria
3/5 15%
No threshold for IIFs
• Potential of transferring knowledge to European host and/or bringing knowledge to Europe•Clarity and quality of the transfer of knowledge objectives
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IEF/IIF/IOF Tips– Training (1)
Positive feedback:• Clear assignment of scientists responsible for
the training• Contemplates training courses specifically
designed for postdoctoral fellows• Research training objectives are clearly
identified and described• Both participants will benefit from their mutual
collaboration, not only through direct joint work, but also through the interaction with the whole research group
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IEF/IIF/IOF Tips – Training (2)
Negative Feedback • A research project with no training element• The host asserts skills without presenting
convincing evidence of competence • The range of techniques described would
clearly be valuable to the researcher, but the lack of detailed description does not inspire confidence in the quality of training available.
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Crit
eria
MCA – Researcher
Sub-criteria
4/5 25%
• Research experience• Results including patents/publications/teaching• Independent thinking & leadership qualities • Match between the fellow’s profile and research • Potential to acquire new knowledge• IEFs: Potential for reaching a position of professional maturity
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IEF/IIF/IOF Tips - Researcher
• Work experience (in research)• Industrial experience and expertise• Transferable skills• Prizes, Awards, Lectures etc• Research potential• Independent thinking and leadership qualities• Match between fellow’s profile and project • Cross and multi-disciplinary experience
Give evidence of statements • Referee assessment
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Eva
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Crit
eria
Positive Feedback:• Clear evidence of research experience and potential• Clear evidence of leadership qualities• Potential to acquire new knowledge is high • Good references• Clear list of Prizes, Awards, Lectures, etc
Negative Feedback: • CV lacks data on record• Limited experience as has only been at one University• Limited experience or technical skills related to
project• References were similar and from one institution
IEF/IIF/IOF Tips - Researcher
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MCA – Implementation
Sub-criteria
No threshold 15%
• Quality of infrastructure / facilities & international collaborations of host• Practical arrangements for implementation & management of scientific projects • Feasibility & credibility of project, including work plan• Practical & administrative arrangements & support for hosting fellow
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IEF/IIF/IOF Tips - Implementation
• Does the host institution have the infrastructure required for the project – and will the researcher have access to it?
• Have you thought about how the project will be implemented in practice?
• What support is the host providing for the fellow? (e.g. resources for helping the fellow settle in; access to language courses)
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Crit
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MCA – Impact
Sub-criteria
No threshold 20%
• Potential of acquiring competences during fellowships to improve prospects of reaching and / or reinforcing a position of professional maturity, diversity & independence, in particular through exposure to complementary skills training • Contribution to the career development, or re-establishment where relevant •Contribution to European excellence and European Competitiveness
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IEF/IIF/IOF – Impact
• For international fellowships : potential for creating long term collaborations and mutually beneficial co-operation between Europe and the third country
• For incoming fellowships : contribution to the socio-economic development of the Developing Countries or emerging and transition economies by transfer of knowledge and human capacity building (where appropriate)
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Crit
eria
Marie Curie ActionsIndividual Fellowships – IEF/IOF/IIF
• Intra-European Fellowships (IEF) – Aug 2007• 1699 proposals received• Success rate: 25%
• International Outgoing Fellowships (IOF) – Aug 2007• 341 proposals received• Success rate: 29.3%
• International Incoming Fellowships (IIF) – Aug 2007• 573 proposals received• Success rate: 23%
• Overall Success Rate • The budget was distributed among the evaluation panel in direct
proportion to the number of eligible proposals. • However, the exact number of proposals funded will depend on
the outcome of negotiations, the available budget and the completion of formal procedures.
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Reintegration Grants – Part B
Other issuesS & T Quality 30%
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3/5
3/5 No thresholds for ERG
No threshold
Researcher 30%
Implementation 20%
Impact 20%
No threshold
Overall threshold 70%
http://www.ukro.ac.uk
Hints & Tips
UK NCP for Marie CurieCecilie HansenNicholas Harrap
Approaching your project proposal writing
• Work with your supervisor
• Keep the Guide for Applicants in front of you
• Treat the criteria as examination questions
• Think about the way your write• Brainstorm each section• Then focus on a section at a time
• Plan your proposal writing
FP
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Hin
ts &
Tip
s
Approaching your project proposal writing
• It will feel repetitive – addressing issues from different angles
• Stick to the page limit• Think about your evaluators
• Clearly address the main objectives• Use clear and concise language• Explain country specific jargon• Provide them with the evidence they need
• Find colleagues to read it through
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Tip
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General points on a good proposal – FP6 experience
• Meet the deadline• Characteristics of success / failure
• 90%+ well detailed, excellent and clear training programme and great science of clear EU wide benefit and potential in a new area
• 80-90% good project, lacking some detail on training, evaluating output and perhaps clashes with existing programmes
• 70-80% Some obvious omissions, consortium design needs adjusting, some science issues not addressed, concerns over transfer of knowledge
• 60 - 70% Serious omissions, lack of detail, poor management plans, no milestones
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Any questions?
Overview of Marie Curie Actions F
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Further Information
UKRO NCP website:
http://www.ukro.ac.uk/mariecurie/index.htm
Queries on the schemes:[email protected]
Tel: +32 2 230 0318; Fax +32 2 230 4803
Other useful websites:
http://cordis.europa.eu/fp7/people/home_en.html
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