http:// opportunities under fp7 marie curie actions - host actions estelle kane and cecilie hansen...
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http://www.ukro.ac.uk
Opportunities under FP7 Marie Curie Actions - Host Actions
Estelle Kane and Cecilie Hansen UK National Contact Point for MCAs [email protected]
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Particle Physics and Astronomy Research 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
Central Laboratory of the Research Councils
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UK
Res
earc
h O
ffice
…promotes effective UK participation in EU-funded research programmes, higher education
programmes, and other related activities…
UKRO’s Aim
Based in Brussels, UKRO:
Provides early insight and briefing;• Disseminates EU funding opportunities; • Provides high quality guidance and training;• Exchanges information between the UK and EU
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UK
Res
earc
h O
ffice
UKRO Services include…
• Website with information on programmes, FAQs and Guidance http://www.ukro.ac.uk• Information services – email updates (& searchable database) • Enquiry service • Annual visit from an UKRO European Advisor • Specialist training courses and information events • Annual conference for European officers• Meeting room in Brussels • Monthly publication - British Council ‘RTD Insight’ • National Contact Point (Marie Curie and ERC)
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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
Res
earc
h O
ffice
– M
C N
CP
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Outline of the sessionF
P7
– O
utlin
e of
Ses
sion Introduction to the Framework 7 Programme
Opportunities to support training of early stage researchers: Initial Training Networks Opportunities to support staff exchanges and recruitment of researchers between industry and academia:
Industry-Academia Partnerships and Pathways
How to apply and tips on writing your proposals
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http://www.ukro.ac.uk
Introduction to FP7 and the Marie Curie Actions
UK NCP for Marie CurieEstelle KaneCecilie Hansen
UK Research Office
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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
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EU-27Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Italy, Ireland, Latvia, Lithuania, Luxemburg, Malta, Netherlands, Poland, Portugal, Slovakia, Slovenia, Spain, Sweden, UK
Associated Countries (FP6)Croatia, Iceland, Israel, Liechtenstein, Norway, Switzerland, Turkey, Serbia
EU CountriesF
P7
– P
artic
ipat
ion
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A. Participation of international organisations and participants from third countries in addition to minimum requirements
B. Specific International Cooperation Actions (SICA) require at least four participants: two in MS or AC, two in ICPC
International Cooperation Partner Countries (ICPC)• listed in Annex 1 of the Work Programme
Western Balkans countriesMediterranean Partner countriesEastern European and Central Asian
countriesAfrica Caribbean PacificLatin AmericaAsia
International Co-operationF
P7
Par
ticip
atio
n
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ICPC countries F
P7
– In
tern
atio
nal c
oope
ratio
n
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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
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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
– P
eopl
e –
Mar
ie C
urie
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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
FP
7 –
Peo
ple
– M
arie
Cur
ie
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Overview of Marie Curie ActionsP
eopl
e S
peci
fic P
rogr
amm
e
Host Actions Individual Actions
Initial Training Networks
Industry Academia Partnerships and Pathways
Intra- European Fellowships
International Incoming Fellowships
International Outgoing Fellowships
European Reintegration Grants
International Reintegration Grants
Specific Actions: Marie Curie Awards, Researcher’s Night
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How does this compare to FP6?
FP7 FP6
Directly transferable? Indirectly transferable?
ITN Research Training Networks, ESTs
Series of EventsChairs
Lifelong Learning Intra-European, European Re-integration
Industry-Academia
ToK – Industry-Academia Strategic Partnership
Series of Events
International Incoming/Outgoing International, International Re-integration
Specific Actions ERA-More, EXA, Code and Charter Follow-up
FP
7 –
Peo
ple
– M
arie
Cur
ie
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MCA – Budget breakdown
72
9.5
38.4
24
2414.5 3 0.25
240
ITN
IEF
ERG
IAPP
IOF
IIF
IRG
NIGHT
AWARDS
€ Million
FP
7 –
Mar
ie C
urie
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MCA - Deadlines
Initial Training Networks (ITN) 7 May 2007
Two stage application
Intra- European Fellowships (IEF)
International Incoming Fellowships (IIF)
International Outgoing Fellowships (IOF)
Call expected 28 February with a closing date of 14 August 2007
European Reintegration Grants (ERG)
International Reintegration Grants (IRG)
25 April & 17 October 2007
Industry-Academia Partnerships & Pathways (IAPP)
Call expected 28 February with a closing date of 31 May 2007
FP
7 –
Peo
ple
– M
arie
Cur
ie
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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
FP
7 –
Peo
ple
– M
arie
Cur
ie
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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)
FP
7 –
Mar
ie C
urie
Act
ions
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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 reference date [time of appointment for ITNs, and IAPP, application deadline for all other 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
FP
7 –
Peo
ple
– M
arie
Cur
ie
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http://www.ukro.ac.uk
Marie Curie Initial Training Networks
UK NCP for Marie CurieEstelle KaneCecilie Hansen
UK Research Office
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Host Actions
• ITNs and IAPPs are Host Actions • This means:
• Host institutions/network applies for a number of fellows/researchers
• Host’s proposal is evaluated• Selected host/network advertises fellowship position
and selects fellows/researchers• Contract duration with host, usually 4 years• Fellows’ stay depending on Action (up to 3 years)
FP
7 –
Mar
ie C
urie
– H
ost A
ctio
ns
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What is an ITN?F
P7
– M
arie
Cur
ie -
ITN
• An ITN aims to : • Strengthen Early Stage Training at EU level
• Attract people to scientific careers
• Improve career perspectives by development of broad skills (including needs of industry)
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What is an ITN?F
P7
– M
arie
Cur
ie -
ITN
• By:• Offering a series of fellowships to ESR and EXR
through a Joint Training Programme including complementary skills modules
• And, as an option, hold short training events open to researchers outside the network
• ITNs are in:• Defined scientific fields as well as inter-disciplinary, new
and emerging supra-disciplinary fields
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Who can participate in an ITN?F
P7
– M
arie
Cur
ie -
ITN
• At least 3 different research groups from Member or Associated States, of which 2 must be Member or Candidate Countries
• BUT ALSO it can be single or twin sites (in Member or Associated States) if the international context is strong
• Third country partners are eligible, in addition to the minimum requirements. International Co-operation Partner Countries (ICPC) may receive funding, whilst those in non-ICPCs may receive funding if absolutely essential for the project
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Who participates in an ITN?F
P7
– M
arie
Cur
ie -
ITN
• An ITN has both industrial and academic partners. Industry must be in involved at one of three levels:• As a full partner• Provider of specific training or secondment
opportunities• On the Advisory Board
• An ITN must have• Coherent quality standards and mutual recognition of
training/ diplomas
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Who can you recruit to an ITN?F
P7
– M
arie
Cur
ie -
ITN
• An ITN supports researchers: • With up to 5 years FTE • From all over the world• For periods of 3 - 36 months (ESRs)• For periods of 2 – 24 months (EXRs)
• As well as visiting scientists (optional)• To carry out teaching and supervisory work• For a period of at least 1 month
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Definition of Fellow’s Allowances• These are all flat rates• Living
• Basic salary • Varies according to research experience
• Mobility • Relocation costs including language courses• Varies according to family situation
• Travel • Every 12 months travel from location of origin to fellowship location
• Career exploratory• Fellowships at least 1 year to spend on career development
activities
FP
7 –
Mar
ie C
urie
- A
llow
ance
s
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Community Contribution - ITNs
• Includes: • Salary costs (living, mobility, travel and career
exploratory allowance) • Contribution to research costs, networking and
organisation of conferences• Contribution to management costs• An overhead
FP
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Mar
ie C
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oney
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Researcher Salaries for ITNs
Experience Stipend(€/yr)
Employment contract (€/yr)
Early-Stage researchers
16,900 33,800
Experienced researchers (< 5yrs)
26,000 52,000
Visiting Scientist (4 - 10 yrs experience)
33,800 67,600
VS (> 10 yrs experience)
50,700 101,400
FP
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ates
Salaries are inclusive of all compulsory deductionsCorrection factor applied for cost of living (UK Coefficient 110.2%)
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• Travel costs – depending on distance€ 250 - €2500
• Mobility allowance Without family: €500 per monthWith family: €800 per month Correction factor applied for cost of living
• Career Exploratory allowance€ 2000 for stays of more than one year
• Training / research costs of eligible researchers (ITNs only)• Lab-based research: € 600 per month• Non-lab-based research: €300 per month
FP
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ates
Allowance rates
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Benefits for the institution - ITN
• Research Training• €600 (ITN) per month• Organisation of international conferences etc• €300 per researcher per day for those outside ITN• Management Activities
maximum 7% (ITN) of the total EC contribution
• Contribution to overheads • 10% of direct costs except for subcontractors• Other types of eligible expenses • N/A
FP
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Mar
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ates
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http://www.ukro.ac.uk
Marie Curie Industry Academia Pathways and Partnerships
UK NCP for Marie CurieEstelle KaneCecilie Hansen
UK Research Office
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What is an Industry–Academia Pathways and Partnership?
FP
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PP
• It is a two-way partnership with at least one commercial enterprise and one academic organisation in two different Member or Associated Countries
• An IAPP aims to increase industry-academia co-operation by: • Supporting the creation, development, reinforcement
and execution of strategic partnerships• Creating diverse career possibilities and experience for
researchers• Knowledge sharing/cultural exchange, especially SMEs• Aiming for longer term co-operation between both
sectors
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What can you do with an IAPP?F
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arie
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ie -
IAP
P
• Recruit experienced researchers for between 2 months and 2 years
• Staff exchange – early stage or experienced researchers (and possibly technical staff and research managers!) for between 2 months and 2 years
• Organise common workshops/conferences• Inter-sectoral mobility possible, within framework of
whole project, in same country up to a maximum of 30% of total researcher months
• For SMEs, a contribution towards small equipment costs (up to 10% of project total)
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Activities - Industry–Academia Pathways and Partnerships
NEW RECRUITS
Host 1Industry
/Academia
Host 2Academia/
Industry
Member/ Associated
State 1
Member/ Associated
State 2
FP
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PP
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Community Contribution
• Includes: • Salary costs (living, mobility, travel and career
exploratory allowance) • Contribution to research costs, networking and
organisation of conferences• Contribution to management costs• Other eligible costs possible [for SMEs only in IAPPs]• An overhead
FP
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Mar
ie C
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oney
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Researcher Salaries for IAPPs
Experience Stipend(€/yr)
Employment contract (€/yr)
Early-Stage researchers
16,900 33,800
Experienced researchers (4 – 10 yrs)
26,000 52,000
ER (> 10 yrs experience)
38,000 78,000
FP
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ates
Salaries are inclusive of all compulsory deductionsCorrection factor applied for cost of living (UK Coefficient 110.2%)
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• Travel costs – depending on distance€ 250 - €2500
• Mobility allowance Without family: €500 per month
With family: €800 per month
Correction factor applied for cost of living
• Career Exploratory allowance€ 2000 for stays of more than one year
• Training / research costs of eligible researchers (ITNs only)• N/A
FP
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ates
Allowance rates - IAPP
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Benefits for the institution - IAPP
• Research Training• €800 (IAPP) per month• Organisation of international conferences etc• €300 per researcher per day for those outside IAPP• Management Activities
maximum 3% (IAPP) of the total EC contribution
• Contribution to overheads • 10% of direct costs except for subcontractors• Other types of eligible expenses • For SMEs only, up to 10% of total community
contribution (IAPP only)
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http://www.ukro.ac.uk
How to apply for a Marie Curie Action
UK NCP for Marie CurieEstelle KaneCecilie Hansen
UK Research Office
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Proposal Submission
• All submission is onlineContact the EC if there are compelling reasons for why you are unable to submit online
• Electronic Proposal Submission Service (EPPS) • should be available at least a month before the deadline • In the meantime, use the templates in the Guide for Applicants
• Two-stage submission for ITNs• Stage 1: 7 May [address 2 criteria]• Stage 2: 25 September [full proposal]
• One-stage submission for IAPPs• Deadline likely to be 31 May
!! MEET THE DEADLINE !!
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Process OverviewF
P7
– M
arie
Cur
ie –
How
to a
pply
Call One/two stagee-submission
EligibilityCheck Individual
Evaluation
ConsensusPanel ReviewFeedback
(ESR)
CommissionRanking
Negotiation of Proposals
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Who evaluates?
• Selected from a wide pool from a database• Minimum 3 evaluators per project• Selected per call• Replace about ¼ in any given area annually• Sign confidentiality and conflict of interest
declarations• Names published after evaluation (though not a
call or proposal level)• Target at least 40% female• Mix of geographical location and background• To register: https://cordis.europa.eu/emmfp7
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Key documentsF
P7
– M
arie
Cur
ie –
How
to a
pply
Call Fiche Focus
“People” Work Programme
Guide for Applicants Preparation & submissionEPSS Guide
Rules on Submission and Evaluation, Guide for Evaluators
Background
Model grant agreement
Financial, negotiation, reporting and IPR guidelines
FP7, “People” Specific Programme Text
Other policy documents e.g. Mobility Strategy, “Charter and Code”
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Proposal Submission Forms
Part A
Set of forms on administrative information about the proposal and the proposers (pre-prepared form), and general budget information (e.g. number of researchers)
Part B
Free-text description of the research project;
Series of headings and explanatory notes based on the evaluations criteria;
Limits on font size, size of PDF file
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Who submits?
• Technically co-ordinator manages the proposal application by• Obtaining a user-name and password• Co-ordinating completion of A Forms for each
participant• Co-ordinating drafting of Part B• Pressing the SUBMIT button!
• Prepare application on-line before deadline date
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http://www.ukro.ac.uk
Tips on writing your MCA proposals
UK NCP for Marie CurieEstelle KaneCecilie Hansen
UK Research Office
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Your project is mainly defined in ….
…PART B of the proposal forms
• PART B addresses the evaluation criteria• …which vary according to MCA• …and have different weightings and thresholds
• General structure of Part B for ITNs and IAPPs is:• Cover Page, Table of Contents• S & T Quality • Training/Transfer of Knowledge • Implementation • Impact
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Pro
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What does the Commission want to see?
A project that matches “their”
objectives
M
arie
Cur
ie –
Wha
t’s r
equi
red
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ITNs
• Remember ITNs is two-stage submission
• Stage 1: • S & T Quality • Training/Transfer of Knowledge
• Stage 2:• S & T Quality • Training/Transfer of Knowledge • Implementation • Impact
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Pro
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Planning your proposal writing
In planning, have an understanding of:
1. Overall objective of an ITN
2. All 4 criterion: science, training, implementation and impact
3. Financial issues
4. Role of participants
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Pro
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Weightings and thresholds for ITNs
Weighting Threshold
Scientific quality of the project
Stage 1: 50%
Stage 2: 30%
3
Training and/or TOK activities
Stage 1: 50%
Stage 2: 30%
4
Implementation Stage 2: 20% 3
Impact Stage 2: 20% n/a
Overall threshold of 70% applies
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– IT
Ns
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S & T Quality criteria
• S&T objectives of the research programme, including in terms of inter/multi-disciplinary, intersectoral and/ or newly emerging supra-disciplinary fields
• Scientific quality of the research programme • Appropriateness of research methodology• Originality and innovative aspect of the
research programme • Knowledge of the state-of-the-art
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N c
riter
ia
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S & T Quality tips
• Science is well specified and relevant• Cutting edge research – setting it apart from
the competition and clear• Each specific aim is well supported• Innovative element is clear• Clear potential of the research• Size of network • References • Unclear research methodologies
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Training criteria
• Quality of the training programme; • Consistency with the research programme • Complementary skills offered: Management,
Communication, IPR, Ethics, Grant writing, Commercial exploitation of results, Research Policy, entrepreneurship, etc. .
• Importance and timeliness of the training needs (e.g. multidisciplinary, intersectoral , and newly emerging supra-disciplinary fields)
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Training criteria
• a) For multi-site proposals: Adequate combination of local specialist training with network-wide training activities
• b) For mono-site proposals: Adequate exploitation of the international network of the participants for the training programme
• Appropriateness of the size of the requested training programme with respect to the capacity of the host
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Quality of training - tips
• Impact of training is clear, including for both short and long term fellowships
• Training programme is clear and well described• Profile of researchers well described• Several methods of training• Detailed and exhaustive (credible activities)• Detail on collaborations between ESR and ER• Flexible, adaptable and well monitored• Balance of training across partners• Conferences and training courses part of training
package
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Quality of training - tips
• Training in research methods and techniques• Personal Development Plan• Complementary skills training – ethics, research management• Transferable skills training – cf Roberts • Graduate School Provision – including RC courses• Conferences, seminars, public fora etc•Any other suggestions?
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Weightings and thresholds for IAPPs
Weighting Threshold
Scientific quality of the project
25% 3
Training and/or TOK activities
20% 3
Implementation 25% 3
Impact 30% n/a
Overall threshold of 70% applies
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PP
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S & T Quality
• S&T objectives of the research programme, including in terms of intersectoral issues
• Scientific quality of the research programme • Scientific quality of the joint collaborative
research programme • Appropriateness of the research methodology• Originality and innovative aspect of the
research programme. Knowledge of the state-of-the-art
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PP
crit
eria
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Training
• Quality of the transfer of knowledge programme• Consistency with the research programme.• Importance of the transfer of knowledge in terms
of intersectorality• Adequacy of the role of researchers exchanged
and recruited from outside the partnership with respect to the transfer of knowledge programme.
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PP
crit
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Implementation
• Capacities (expertise / human resources/ facilities /infrastructures) to achieve the research and exchange of know-how and experience
• Complementarities between the partners and its relevance in the research project
• Appropriateness of the plans for the overall management of the training programme (demarcation of responsibilities, rules for decision making, etc.)
• Clarity of the recruitment strategy (including time table), based on competitive international recruitment and incorporating an equal opportunity policy. Coherence of the conditions of recruitment and employment with the principles of the "Code of Conduct for the recruitment of researchers"
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PP
crit
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Implementation
• Clarity in the lay out of IPR issues linked to this collaboration
• Adequate exploitation of complementarities and synergies among partners in terms of transfer of knowledge
• Appropriateness of the size of the requested training programme with respect to the capacity of the host
• How essential is non-ICPC Third Country participation, if any, to the objectives of the research training programme
• Relevance of the proposed partnership to the area of collaboration
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PP
crit
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Implementation - tips
• The match of the targeted researchers’ profile to the knowledge transfer is clear
• Recruitment processes and coordination between partners are well specified
• Mention adherence to principles of Code of Conduct of the Recruitment of Researchers
• Detailed management processes and plan Clear that an experienced team is in place for managing project
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PP
crit
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Implementation - tips
• High level commitment from the host institutes and its collaborating partners.
• The practical arrangements for the implementation of the joint research programme and the management structure are described, including the sharing of intellectual property rights.
• The host provides accommodation, and visiting positions will be properly advertised
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Impact
• Provision to develop new intersectoral and lasting collaboration
• Strategy for the dissemination and facilitation of sharing of knowledge and culture between the participants and external researchers (including international conferences, workshops, training events).
• Extent to which SMEs contribute to the project.• In case of SMEs participation: Adequacy of the
available infrastructures for the performance of the project. In case extra equipment is requested, necessity and justification in the context of the partnership.
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Impact - tips
• Long term and stable integration of the partnership beyond the IAPP contract
• Mutual balance in expertise• Well balanced between different R & D
activities
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MCA - Deadlines
Initial Training Networks (ITN) 7 May 2007
two stage application
Intra- European Fellowships (IEF)
Incoming International Fellowships (IIF)
Outgoing International Fellowships (OIF)
Call expected 28 February with a closing date of 14 August 2007
European Reintegration Grants (ERG)
International Reintegration Grants (IRG)
25 April & 17 October 2007
Industry-Academia Partnerships & Pathways (IAPP)
Call expected 28 February with a closing date of 31 May 2007
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Other Opportunities through MCAs
• Support your • recruitment strategy;• research training strategy;• knowledge transfer strategy;• career development strategy;• European or International collaboration strategy
• By• Supporting applications for short or medium term
secondments on FP6 (and FP7) host actions such as Research Training Networks, Host Fellowships for Early Stage Researcher Training and Transfer of Knowledge Actions
• Supporting applications for post-doctoral individual fellowships (more later this afternoon)
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Links
• UK National Contact Point for Marie Curie• http://www.ukro.ac.uk/mariecurie
• CORDIS• http://cordis.europa.eu/mariecurie-actions/
• The Charter and the Code• http://europa.eu.int/eracareers/europeancharter/• UK HE Sector analysis:
http://www.rcuk.ac.uk/news/gapanalysis.htm
• European Researchers’ Mobility Portal• http://ec.europa.eu/eracareers/index_en.cfm
• Marie Curie Vacancies• http://mc-opportunities.cordis.lu/
• Queries• [email protected]
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