marie sklodowska-curie funding opportunities in h2020 · esr months in your proposal part a...

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Dr. Juliane Sauer

NCP Marie Sklodowska-Curie Actions

Euresearch Head Office

[email protected]

+41 380 60 21

Marie Sklodowska-Curie

Funding Opportunities in

H2020

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What is it?

What funding schemes does it offer?

ITN

RISE

COFUND

Fellowships

How to participate and apply?

Dr. Juliane Sauer ▪ The Marie Sklodowska-Curie Actions ▪ 2016▪ www.euresearch.ch 2

Outline

Opportunities

for Colombia

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Introduction:

Marie Skłodowska-Curie

Dr. Juliane Sauer ▪ The Marie Sklodowska-Curie Actions ▪ 2016▪ www.euresearch.ch

Marie Sklodowska Curie (1867-1934) moved from Poland to France in 1891.

She was the first woman to be awarded a Nobel Prize, the only woman to be awarded in two

fields, 1903 in Physics and 1911 in Chemistry.

“After all, science is

essentially international,

and it is only through lack

of the historical sense that

national qualities have

been attributed to it.”

‘A Mobile Researcher’

© Euresearch 4Dr. Juliane Sauer ▪ The Marie Sklodowska-Curie Actions ▪ 2016▪ www.euresearch.ch

Attract and retain research talent

Promote sustainable career development

in research and innovation

Ensure excellent and innovative

research training

Develop innovative training schemes

‘Brain Gain’ & ‘Brain Circulation’

Introduction:

General Aims of the MSCA

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MSCA in H2020: An overview


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«Training a new generation of creative, entrepreneurial and innovative early-stage researcher»

Main EU programme for structured doctoral training

Triple "i" dimension (international, interdisciplinary and intersectoral)

Raise excellence

Enhance researchers' employability and provide them with new career perspectives


ITN

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Networks of organisations involved in research and research training can apply (from the academic or non-academic sector)

ITNs are neither a research project NOR a training programme - it is combination of both –advancing an area of research whilst at the same time training early stage researchers (ESR)

Duration of projects: maximum 4 years

Maximum 540 researcher-months per consortium (180 for EID with 2 partners)


ITN - Main Features

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Training of ‘early stage researchers’ (= doctoral students) through individual research projects within the framework of the overall research topic

Transferable skills training in addition to standard PhD training

Exchange of students within the network

Fellowships of 3-36 months

No restrictions based on nationality

Budget: € 370 Million in 2015 (EID:25 Mio,EJD 28 Mio)

Call opened 2 September 2014; deadline: 13 January 2015, next call expected in autumn 2015


ITN - Main Features

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Networks of organisations involved in research and (research) training

What types of organisations can apply?

Organisations from the academic sector

(public or private higher education establishments awarding academic degrees, public or private non-profit research organisations whose primary mission is to pursue research, international European interest organisations (e.g. CERN, EMBL) and the EU's Joint Research Centre)

Organisations from the academic sector

(any entity not included in the academic sector, e.g. large companies, SMEs, NGOs, museums, hospitals, international organisations (e.g. UN))


ITN – Who can apply?

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Beneficiaries (LEVEL 1)

•Full partner•Signs the Grant Agreement•Recruits, supervises, hosts and trains ESRs•Provides secondment opportunities

Partner Organisations (LEVEL 2)

•Do not sign the grant agreement•Provide training and hosts ESRs during secondments•Do not have their own budget

KEY DIFFERENCE: Beneficiaries recruit ESRs and Partners do not


ITN – Beneficiaries vs. Partners

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Network-wide training activities (e.g. seminars, workshops and summer schools)

Training in key transferable skills

Collaboration and exchange of knowledge within the network

Communication & Dissemination

Public engagement


ITN – Typical Activities

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European Training Networks (ETN)

European Industrial Doctorates (EID)

European Joint Doctorates (EJD)


ITN – 3 Implementation Modes

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© Euresearch Dr. Juliane Sauer ▪ The Marie Sklodowska-Curie Actions ▪ 2016▪ www.euresearch.ch


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Funding based on unit costs, multiplied by requested ESR months

Unit cost is a pre-calculated cost for the implementation of the action

Amounts in EURO per unit cost

Total = unit costs x number of units

Automated calculation of budget when computing ESR months in your proposal part A

Institutional costs can be moved between partners


ITN – Funding

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ITN – Cost Categories

Country correction coefficient applies to the living allowance

Researcher Allowances are a minimum to be paid (top-ups from other sources permitted)

Researcher Allowances include employer contributions

ESR allowances are taxed

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Max. 40% of EU contribution to the project allocated to one country (ETN+EJD only)

Institutional costs can be redistributed:- Between partners- Provisions covered in consortium agreement

3rd parties and subcontracts not applicable


ITN – Budget

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(Host institution with 2 ESRs)


ITN – Budget Example

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Overall threshold of 70% applies to total score Proposals ranked within panels by overall score Proposals funded in ranking order

– need to aim at a score of at least 90+ No restrictions on reapplying Evaluation summary reports provided


ITN – Evaluation and Scoring

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Colombian Researchers can apply to all ESR

positions

Find them here www.euraxess.eu

Colombian Institutes can be partner

organisations in consortia when the

minimum condition has been fulfilled (3

MS/AC) OR as beneficiary with EC funding if

‘contribution is deemed essential’ OR as

beneficiary with own funding (check for Art.

9 AMGA, this is currently evaluated)


Opportunities for Colombia

http://www.euraxess.eu/

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Aim to stimulate transfer of knowledge

Bottom-up approach

Projects are built on joint research and

innovation activities

No recruitment foreseen

Projects are implemented through the

secondment of staff

Staff members seconded for 1-12 months

Project maximum size: 540 person months

project maximum duration: 4 years

8 evaluation panels

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RISE - Main Features


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EU Member States

Overseas Countries and Territories linked to the

MS (as defined on page 3 of General Annex A to

the Horizon 2020 Work Programme 2014-2015)

Horizon 2020 Associated Countries

The Third Countries listed (on page 3 of General

Annex A to the Horizon 2020 Work Programme

2014-2015)

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RISE – Eligible Countries


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Countries not listed previously are not eligible for

EU funding

In practice, those countries are mainly: Australia,

Brazil, Canada, China, India, Japan, Mexico, New

Zealand, Republic of Korea, Russia, United States.

In very exceptional cases, partners from those

countries might be funded. But the following

conditions have to be fulfilled:

a) This partner has competences/expertise that no organisation in MS/AC has

b) The relevant transfer of knowledge can only be done via a secondment in

the direction TC MS/AC

c) Points a) and b) must be endorsed by the expert evaluators

d) The experts' endorsement (point c) must be confirmed by the REA


RISE – Non-Eligible Countries

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Academic Sector:

Higher education establishments

(public or private)

Non-profit research organisations

(public or private)

International European interest organisations

(CERN, EMBL, …)

Non-Academic Sector:

Any socio-economic actor not included in the

academic sector and fulfilling the requirements

of the Horizon 2020 Rules for Participation

(SMEs, multinationals, NGOs, etc.)

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RISE – Eligible Institutions


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Beneficiaries

Sign the Grant Agreement and claim costs

Are responsible for the execution of the

programme

Are established in a MS/AC

Partner Organisations

Do not sign the Grant Agreement and do not

claim costs

Must include a letter of commitment in the

proposal

Are established in a Third Country (TC)

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RISE – Eligible Institutions


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“Actively engaged in or linked to

research/innovation activities for at least 6 months

prior to first secondment”

Types of staff members:

ESR (no PhD and < 4 years experience)

ER (PhD or > 4 years experience)

Managerial staff

Administrative or Technical staff - In-built return

mechanism

6 month at the sending institution prior to the

first secondment

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RISE – Eligible Staff


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At least 3 independent participants

in 3 different countries

At least 2 participants from 2 different

MS/AC

If all in MS/AC: at least 1 academic and 1

non-academic

In practice, 2 possible minimum settings

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RISE – Eligible Consortia


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2 possible minimum Settings:

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RISE - Eligible Consortia


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Intra-European Exchanges

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Europe-Third Countries Exchanges

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RISE – Eligible Costs


Unit costs per researcher per month of

secondment for secondments eligible for

funding

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RISE – Eligible Costs


An example:

6 partners in 6 different countries (EU and 3rd countries)

Overall duration of project 4 years

Secondments eligible for funding:

every year for every partner 4 months

4 RM*6 partners=24 RM

24 RM * 4 years= 96 RM per project

432 000 EC contributiaton (192 000+240 000 Euro)

Maximum EU contribution 540 Researcher Months

(540 x 4500Euro =2 430 000 Euro)

Researcher unit cost Institutional unit cost

2000 per month 1800 Research&Training costs + 700 Mgt&OH

= 2500 Euro/Inst. Unit Cost

192 000 Total for 96 Researcher months 240 000 Total for 96 Researcher months

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Chemistry (CHE)

Social Sciences and Humanities (SOC)

Economic Sciences (ECO)

Information Science and Engineering (ENG)

Environment and Geosciences (ENV)

Life Sciences (LIF)

Mathematics (MAT)

Physics (PHY)

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RISE – Evaluation Panels


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RISE – Evaluation Criteria


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Colombian organisations can participate in

RISE as 3rd country beneficiary



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Maximum € 10 Million per single applicant

per call

Duration of projects: minimum 3 years,

maximum 5 years (including the time taken

to publish calls and recruit researchers)

Fellowships: minimum 3 months

EU contribution to cover living allowances

for researchers and management costs.

Rates fixed in the Work Programme.

Minimum living allowance fixed in the Work

Programme

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COFUND – Main Features I


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Each single application must only address the

doctoral or fellowship programme

But: more than one application can be

submitted

Recruited researchers must respect the same

mobility rule as IF (for the fellowship

programme) or ITN (for the doctoral

programme). Existing programmes can

continue with own mobility rule if well-

justified.

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COFUND – Main Features II


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Unless prohibited by national legislation all

fellows, including doctoral fellows, must be

recruited on a work contract

It is possible to COFUND 'part' of

programme. For example, if in a doctoral

programme, there are some fellows who are

not mobile then we simply do not contribute

to these fellows

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COFUND – Main Features III


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mobility rule as Innovative Training

Networks

Existing programmes can continue with own

mobility rule if well-justified

Fellows must be Early Stage Researchers

(neither PhD nor 4 years research

experience)

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COFUND – Doctoral Programme


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Selection of researchers must follow an

open, transparent, merit-based, impartial

and equitable procedure

Vacancies must be internationally advertised

and published

Appointment of researchers corresponding

to typical time needed to complete a PhD in

the corresponding country

Candidates to the programmes should be

given freedom to choose among research

projects of their preference

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Attention will be paid to qualitative and

quantitative supervision and mentoring

arrangements as well as to career guidance

A supervisor with adequate experience must

be appointed for each researcher to provide

the researchers with academic support and a

career plan

All fellows must be registered for a PhD

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mobility rule as Individual Fellowships

Existing programmes can continue with own

mobility rule if well-justified

Fellows must be Experienced Researchers

(PhD or 4 years research experience)

Fellowships must be granted via regular calls

for proposals, internationally advertised and

published, with fixed deadlines or regular cut-

off dates (max. 4 per year)

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COFUND –Fellowship Programme


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Selection of researchers must follow an

open, transparent, merit-based, impartial

and equitable procedure, based on

international peer review

Typical appointment of researchers: from

12 to 36 months

Candidates to the programmes should be

able to submit proposals, with the freedom

to draft their research project and to

choose the host organisation in which they

wish to carry out their research work

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COFUND –Fellowship Programme


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Legal entities established in an EU Member

State or Associated Country that fund or

manage doctoral programmes or fellowship

programmes for researchers

International European interest

organisations that fund or manage doctoral

programmes or fellowship programmes for

researchers can also participate in this

action

COFUND is monobeneficiary!

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COFUND – Who can apply?


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Possibility to add as many partner

organisations as relevant for the programme,

from any country in the world

Partner organisation include those who will

host researchers

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COFUND – Partner Organisations


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Collaboration with a wider set of partners,

including from the non-academic sector,

which may provide hosting or secondment

opportunities or training in research or

transferable skills, as well as innovative

elements of the proposed programme, will be

positively taken into account during the

evaluations

Partner organisations which contribute to the

programme funding must provide a letter of

commitment to be added to the Part B

proposal

49Dr. Juliane Sauer ▪ The Marie Sklodowska-Curie Actions ▪ 2016▪ www.euresearch.ch

COFUND – Partner Organisations

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EU contribution to living allowance for

contracts with full social security:

Early stage researchers (ESR):

€ 1855 per person-month

Experienced researchers (ER):

€ 2625 per person-month

EU contribution to management costs: €

325 per person-month

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COFUND – EU contribution


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Minimum amounts for

monthly living +

mobility allowances:

ESR: € 2597

ER: € 3675

Other cost items may

be funded through

other resources

(including ESIF funds)

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Example: Fellowship programme - ER

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The living allowance and

management costs are 5400 EUR and

the EU contributes 2950 EUR to this

The remaining 2450 EUR in this

category can come from any source,

except EU funding.

The mobility, research and indirect

costs are 1600 EUR and these can

come from any source except H2020

(for example ESIF)

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Example: Fellowship programme - ER

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COFUND – Award Criteria


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Colombian Reseachers can apply to the

Cofunded positions (phd and Postdoc)

Find them all under www.euraxess.eu

Colombian Institutions can be partner

organisations



http://www.euraxess.eu/

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MSCA Individual Fellowships

Scope:


Objectives:

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Strengthen the contact network of the researcher

and the host organisation

Release the full potential of researchers and

catalyse significant development in their careers

in both the academic and non-academic sectors

Impact:


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Institutions active in research and research training:

Universities

Public and private research institutes

IEIOs & International Organisations

Industry (including SMEs)


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Eligible organisations:


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Eligible researchers:

Experienced Researchers (ER):

PhD or at least 4 years of research

experience at the relevant deadline

for submission of proposals


Early stage researchers (ESR):

no PhD and less than 4 years of

research experience

:

:

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‘The researchers shall not have resided or

carried out their main activity in the country of

their future host organisation for more than 12

month in the 3 years prior to the reference date

(relevant deadline for submission of proposals)’

Exceptions: Career Restart Panel, Reintegration Panel


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Mobility rule:


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clearly justified and described in Part B

TOK contributes significantly to impact of the fellowship

single period or divided into shorter mobility periods

can be at more than one partner organisation

can be to an Institution in the country of the beneficiary

can be in the same sector (academic-academic)


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Secondments:


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For fellows coming to

or moving within Europe

(12-24 months)


For fellows from Europe

going to Third countries

(12-24 months) and

returning (12 months)

European vs. Global Fellowship:

European fellowship (EF): Global fellowship (GF):

vs.


European Fellowship (EF)


Mobility rule:

Max. 1 year in last 3

years in host country

Call opens 12 April 2016

Deadline:14 September 2016


European Fellowship (EF)


Mobility rule:



For Experienced

Researchers (ERs)

coming to

or moving

within Europe

Any nationality

(exception: Reintegration Panel)

Mobility rule applies

12-24 months

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EF – How does it work?

ER applies jointly with a host

institution for funding of a research

project

Host institution located in a European

Member State (MS) or Associated

Country (AC)

Host Institution recruits the

experienced researcher and appoints

the Supervisor

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EF - Project

Written by ER

Realistic and well-defined objectives

in terms of career advancement

A concrete plan of training-through-

research for 12 – 24 months at the

host organisation’s premises under

the direct supervision of the

supervisor

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EF - Panels

8 Scientific Panels

+ ‘Society & Enterprise’

Panel

Application to one of 9

panels

Separate ranking list

for each panel

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Career restart Panel (CAR):

For ERs of any nationality

Beneficiary (host institution) located in EU MS/AC

Transnational mobility mandatory

CAR mobility rule

Career break (not active in research for 12

months prior to deadline)

EF - Panels

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Reintegration Panel (RI):

For ERs

Only for nationals or long-term residents of EU MS/AC

Beneficiary (host institution) located in EU MS/AC

Transnational mobility mandatory

RI mobility rule

EF - Panels


Global Fellowship (GF)


If not European, researcher

must have been active in

Europe for at least 5

consecutive years

Mobility rule:



Call opens 12 April 2016

Deadline:14 September 2016


Global Fellowship (GF)


If not European, researcher

must have been active in

Europe for at least 5

consecutive years

Mobility rule:



For ER from Europe

going to Third

countries (TC)

and returning

For nationals

of EU-MS/AC

or ‘long-term residents’

Trans-national mobility mandatory

Mobility rule applies to

outgoing phase

Beneficiary in EU-MS/AC

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GF – How does it work?

ER applies jointly with one host institution located in a

Member State or Associated Country for a research project

that has an initial outgoing phase in a partner

organisation in a Third Country

Host Institution (in EU MS/AC) recruits the experienced

researcher and appoints the Supervisor

Partner Organisation nominates a Supervisor for the ER,

provides Letter of Commitment

Partner Organisation does not sign Grant Agreement, does

not recruit the researcher and does not claim costs

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GF - Project

Written by ER

Realistic and well-defined objectives

in terms of career advancement

A concrete plan of

training-through-research

Idem EF

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GF - Panels

8 Scientific Panels

+ ‘Society & Enterprise’

Panel

Application to one of 9

scientific panels

Separate ranking list

for each panel

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GF – Letter of Commitment

Only needed for Global Fellowships

No template available

Up-to-date letter

Header or stamp

Signed by the legal representative or

someone with equivalent authority

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Budget:

Budget calculated based on

information in Form A4

Financial support provided for the

duration of the fellowship

The European Commission covers up

to 100% of the eligible costs


http://www.google.ch/url?sa=i&source=images&cd=&cad=rja&docid=NSwoFWC1rwvThM&tbnid=Ewj0jnP3uggveM:&ved=0CAUQjRw&url=http://de.123rf.com/photo_5685396_geld-euro.html&ei=--NeUdHNAYbvOoO_gBg&psig=AFQjCNHIzwWfJg1D2_fJU4FSHcA3_4C3qQ&ust=1365259633767270


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Budget:


Fully based on unit costs

Unit cost is a pre-calculated cost

for the implementation of the action

Amounts in € per unit cost

Total = unit costs* x number of units




Budget – Example calculation (EF):


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Colombian Researchers can apply for

European Fellowships to come to Europe

Colombian Researchers having carried out

research for at least 5 consecutive years in

Europe can apply for the Global Fellowship

Colombian Institutions can be Host

Organisations for the Global Fellowships



© Euresearch Dr. Juliane Sauer ▪ The Marie Sklodowska-Curie Actions ▪ 2016▪ www.euresearch.ch 84

Contact Details

Dr. Juliane Sauer

MSCA NCP Switzerland

Effingerstrasse 19

CH – 3008 Bern

[email protected]

[email protected]

Skype: Swiss_NCP_Sauer

marie sklodowska-curie funding opportunities in h2020 · esr months in your proposal part a...

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