Human Resources and Mobility Marie Curie Actions

Agata Stasiak – Prague 17/03/2005

Science, research and development European Commission

HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONSPage 1

Marie Curie Actions - FP6

Human Resources and Human Resources and MobilityMobility

Marie Curie ActionsMarie Curie Actions

Agata StasiakEuropean Commission

http://europa.eu.int/mariecurie-actions





INTEGRATING EUROPEAN RESEARCH

14682 STRUCTURING THE ERA

2854 Research and innovation 290 Human resources and mobility (Marie Curie Actions) 1732 Research infrastructures 715 Science and society 88

STRENGTHENING THE FOUNDATIONS OF ERA

347

TOTAL 17 883

Initial Budget (million euros) excl. Euratom

Framework Programme 2002-2006Framework Programme 2002-2006






• Training / transfer of knowledge / excellence promotion / career development

• Bottom-up approach (no thematic priorities)

• Trans-national mobility of participating researchers

• Promotion of female participation• Open to 3rd country nationals





Marie-Curie Actions OverviewMarie-Curie Actions Overview

Host Fellowships for Early-Stage

Conferences and Training Courses

Research Training Networks

Chairs

Advanced Lifelong

Training and Excellence

Early-Stage Training

Profile ofFellows

4 yearsexperience

or Ph.D.

< 4 yearsexperience

Teams Awards

InternationalFellowships

Host Fellowships for Transfer of Knowledge

Development Action Industry-Academia Partnership

Intra-EuropeanFellowships

Return and R

eintegration





WP amended in Sept. 2004• New Member States• Enhancing participation of the private sector• New methods of submission (electronically and 2

stage)

• New ways of evaluation (modifications, new

thresholds & weighting criteria) • Simplifications & clarifications concerning

actions

Main changes in Work Main changes in Work ProgrammeProgramme





Main changes in Work Main changes in Work

ProgrammeProgramme Global Context

Experience with first evaluation rounds FP6:

• Worrying oversubscription

• NMS/CC participation

• Industry participation

• Issue of multi-disciplinarity





Type of actions covered by the call

Deadline for reception of proposals

RTN 2 December 2004 8 September 2005

EST 15 Dec. 2004 (1st stage): April 2005 (2nd stage)

TOK 18 May 2005 16 February 2006

Conferences & Training Courses 18 May 2005 17 May 2006

EIF 16 February 2005 15 February 2006

IIF 19 January 2005 18 January 2006

IOF 19 January 2005 18 January 2006

Excellence Awards 16 February 2005 15 February 2006

Researchers in Europe 2 December 2004

ERGIRG

Continuous from 19 January 2005 to 19 July 2006

Deadline OverviewDeadline Overview





Type of actions covered by the

call

Budget 2005 Budget 2006 Project Size (€)

RTN 45 220 800 k – few Mill EUR

EST 170 300 k – 3 Mill

TOK 45 47 200 k – 1.2 Mill

Conferences & Training Courses

12.25 12.25 50 k – 1 Mill50 k (single conference)

EIF 65 70 60 k – 180 k

IIF 20 22 72 k – 185 k

IOF 20 22 120 k – 240 k

Excellence AwardsTeamsChairs

408

0.25

4510

0.25

800 k– 1.6 Mill450 k – 750 k

50 k

ERGIRG

1010

1313

40 k80 k

Researchers in Europe 3 ~40 k

Budget OverviewBudget Overview





Submission & Success 2003 - 2004Submission & Success 2003 - 2004

Eligible SelectedSuccess

rateEligible Selected

Success rate

Early stage trainingEST 706 48 6.8% 827 59 7.1%RTN 326 41 12.6% 647 37 5.7%SCF/LCF 316 31 9.8% 373 30 8.0%

Transfer of Knowledge

TOK IAP 30 13 43.3% 30 8 26.7%

TOK DEV 190 73 38.4% 309 72 23.3%

Advanced trainingEIF Intra-european 1672 394 23.6% 2922 339 11.6%OIF International outgoing 239 42 17.6% 409 84 20.5%IIF International incoming 363 56 15.4% 638 71 11.1%Re-integrationERG European 120 113 94.2% 126 124 98.4%IRG International 40 35 87.5% 49 44 89.8%

20042003Marie Curie Action





Overview of ActionsOverview of Actions

Host Fellowships for Early-Stage

Conferences and Training Courses

Research Training Networks

Chairs

Advanced Lifelong

Training and Excellence

Early-Stage Training

Profile ofFellows

4 yearsexperience

or Ph.D.

< 4 yearsexperience

Teams Awards

InternationalFellowships

Host Fellowships for Transfer of Knowledge

Development Action Industry-Academia Partnership

Intra-EuropeanFellowships

Return and R

eintegration





Development SchemeDevelopment Scheme

To develop or reinforce research potential of institutes in need of new competencies

• Applications by institutions in need of developing new competencies

• All countries, with priority to Community LFRs/Associate Candidate Countries

• Host selects & recruits experienced researchers (2-24 months)

• Possibility to send own staff (2-12 months) to pre-determined institutions + return (same duration as 1st phase)





Industry-Academia PartnershipIndustry-Academia Partnership

To create or develop true strategic & durable partnerships

• Application by Industry & Academia partners from at least 2 different countries

• Co-ordinating host from industry or academia, with 1 or more partners from other sector

• Funding of exchange of experienced researchers amongst staff members, in 1 or both directions (2-24 months)

• Intersectorial mobility allowed between participants of the same MS or AS up to 30% of the p/m in the project

• Includes SMEs, spin-offs, start-ups





Development SchemeDevelopment Scheme

Contractor

Incoming fellows, from publicised vacancies

Outgoing fellows, own

staff to named partners

(no more than 50% of p/m)





Industry-Academia Industry-Academia PartnershipPartnership

Partner(Contractor)Academia

or Industry

Partner(Contractor)Academia

or Industry

ContractorIndustry

or Academia





TOK expensesTOK expenses coveredcovered

Expenses related to Experienced ResearchersTOK- DEV:- Monthly living allowance (4-10 years of experience: contract: €47 000/year, stipend: € 23

500/year, >10 years of experience: contract: € 70 500/year, stipend: € 35

250/year)- Travel allowance: at least 1 for each (average € 750), for

fellowships from 13-24 months– 2 times- Mobility allowance: monthly payment (€ 800 for fellow with family

charges, € 500 without family charges) - Career exploratory allowance (single payment of € 2 000/fellow

only for incoming and for stays of at least 12 months).

TOK- IAP: Monthly living + travel+ mobility allowances





TOK expensesTOK expenses coveredcoveredExpenses related to activities of the host

TOK- DEV:Basis: no of p/m of researchers sent out- Reimbursement of specific expenses related to the training of researchers in

the partner organisation (training, laboratory costs, etc.) within the limit of real cost of € 800 per p/m

Basis: no of p/m of researchers hosted- Fixed costs basis (€ 250 per p/m for non-lab, € 500 per p/m for lab based)- Real cost basis (€ 1 200 per p/m)

TOK- IAP:- Fixed costs basis (€ 250 per p/m for non-lab, € 500 per p/m for lab based)- Real cost basis (€ 800 per p/m)

Direct costs = Expenses related to Researchers + Expenses related to activities of the host





TOK expensesTOK expenses coveredcovered

Additionally for TOK – DEV and TOK-IAP- Overheads (10% of direct costs)- Management (3% total Community contribution)

TOTAL Community Contribution: direct costs+overheads+management





TOK eligible expensesTOK eligible expenses

Expenses for the activities carried out by the researchers

TOK- DEV:- Staff members sent outside (living, travel, mobility

allowances)- Hosted researchers (living, travel, mobility, career

exploratory allowances)TOK- IAP:- living, travel, mobility allowances






Expenses for the activities carried out by the host organisationsTOK- DEV:- Category F: a) Specific expenses related to the training of researchers in the

partner organisation (training, laboratory); limit of real cost of € 800 per p/m

b) Contribution to expenses related to the project (incl. equipment costs (fixed (€ 250 or € 500) or real (€ 1 200) costs base; rates per p/m related to hosted researchers)

TOK- IAP:- Category F: a) Contribution to expenses related to the project (incl. equipment

costs (fixed (€ 250 or € 500) or real (€ 800) costs base; rates per p/m)






Expenses for the activities carried out by the host organisations

TOK- DEV and TOK - IAP:- Category G: max. 3% of the Total Community

Contribution- Category H: 10% of direct costs except for

subcontractors- Category I: equipment expenses if necessary for the

project, duly justified on basis of real costs, with prior approval of the EC





TOK changes in Work TOK changes in Work

ProgrammeProgramme Transfer of Knowledge

• Clearer distinction between TOK-DEV and TOK-IAP

• In TOK-IAP also non-scientific staff eligible

• In TOK-IAP introduction of intersectoral mobility

within one State, under certain conditions.





Preparing a good proposalPreparing a good proposal

• What am I aiming to do?

• Is there a set proposal structure?

• What are the evaluators looking

for?





Preparing a good proposalPreparing a good proposal

Step 1: Decide upon action:- http://europa.eu.int/comm/research/fp6/mariecurie-

actions- Read the “Handbook” for the actions of interest Step 2: Download the “InfoPack”- Available via CORDIS or Europa- Consult: Work Programme & Guide for Proposers & Guide

for Evaluators

Step 3: Complete the Proposal- Complete administrative forms (Part A) & proposal

description (Part B) in Guide for Proposers





Submitting a proposalSubmitting a proposal

Electronic Submission (EPSS)

– Register on Web for login & password

– On-line proposal writing

– You may update your application anytime until

deadline.

Proposals must arrive before or on the deadline





Preparing a good proposalPreparing a good proposalInfoPack:

Call text: list of Actions that are open for proposals and the deadline for proposal submission.

Guide for Proposers (administrative forms – Part “A”, and free text of the project description – Part “B”, details on submission process)

Current Work Programme (description of MC Actions, eligibility and evaluation criteria)

Also

Evaluation Manual (general procedures used for evaluation)

Guidance Notes for Evaluators (evaluation principles and procedures, use them to check against the specified criteria)





Relevant DocumentsBrochures Information Submission





Structuring a good TOK proposalStructuring a good TOK proposal

B1 Scientific Quality of the ProjectB1.1. Research topic (½ A4 page)B1.2. Project objectives (½ A4 page)B1.3. Impact to the Host Organisations (one A4 page)B1.4. Research method and work plan

(two A4 pages, plus tables and charts)

B2 Transfer of Knowledge ActivitiesB2.1. Need for training and transfer of knowledge (one A4 page)B2.2. Content of Transfer of Knowledge (one A4 page)B2.3. Expected impact on training and transfer of knowledge

(one A4 page)B2.4. Exchange of personnel (one A4 page plus table)





Structuring a good TOK proposalStructuring a good TOK proposal

B3 Quality / Capacity of the Host OrganisationsB3.1. Profile of the participants (two A4 pages)B3.2. Quality of infrastructure of the host organisation

(one A4 page)

B4 Management and FeasibilityB4.1. Proposed management and organisational structure

(one A4 page)B4.2. Management know-how and experience of the main

contractor (one A4 page)

B5 European Added Value and Relevanceto the objectives (Three A4 pages)





Evaluating a good TOK proposalEvaluating a good TOK proposalScientific Quality of

ProjectThreshold mark

-3Weighting –

15%

Quality of the Knowledge

TransferThreshold mark

- 4Weighting –

15%

Quality of Host

Weighting – 15%

Management and FeasibilityThreshold mark

-3Weighting –

15%

Added value and relevance to objectivesWeighting –

40%

Scientific / technological quality,

timeliness and relevance of the

project

Quality of the transfer of

knowledge project

Quality of the host in its current area of

research

Practical arrangements for the implementation and management of the

TOK project including ability to build upon

knowledge transferred

Relevance of the proposal to one or

more of the specific objectives of the

action

Research methodology of the

project and interdisciplinary and

multidisciplinary aspects of the

proposal considered

Relevance of the project with respect

to achieving the declared knowledge

transfer project

Quality and relevance of

international / intersectorial

research collaborations

Recruitment / exchange strategy, including timetable, equal opportunity

policy, etc

Structuring effects at the European level

and if relevant extent to which other

European policy objectives are met.

Originality/innovative aspects of the

project

Match of the targeted

researchers’ profile to the knowledge transfer project

Quality and adequacy of

infrastructure / facilities

Feasibility and credibility of the

project

Likelihood of the transfer of

knowledge project to enhance European

scientific excellence





Evaluating a good TOK proposalEvaluating a good TOK proposal

Scientific Quality of

Project

Quality of the

Knowledge Transfer

Quality of Host:

Management and Feasibility

Added value and relevance to objectives

Match between project and host's

profile

Quality of the collaborative

partnership (where relevant)

TOK-DEV: benefit to the host in knowledge transfer; long term capacity building and potential

to reach an international level in the field

Capacity of the hosts to receive

knowledge

Appropriate size of requested fellowship

with regard to capacity of the host

TOK-DEV: extend to which knowledge is transferred to Community less favoured regions and associated

candidate countries

TOK-IAP-capacity to develop new intersectorial collaborations and to achieve lasting collaborations

TOK-IAP Extent to which SMEs contribute to the project





Evaluation ProcessEvaluation ProcessProposal

Eligibility

Individual Evaluation

ConsensusEthical Issues

Thresholds

Ranking by the EC

Negotiation

Result

Commission Funding Decision

Rejection

Rejection

Rejection negative

positive






To stimulate early stage researchers through participation of conferences and courses

• Encourage researchers to benefit from the experience of leading researchers (priority to early stage)

• Variety of actions (including virtual ones)

- series of conferences, summer schools, training events etc. on a theme or linked themes

- No further calls for large conferences*

• Funding: Researchers – travel and subsistence, fees for attendance Hosts – organisational expenses, management activities (max 7%), equipment where necessary, publications, invitation of keynote speakers

Marie Curie Conferences and Training Marie Curie Conferences and Training CoursesCourses





Conference and Training Conference and Training CoursesCourses

Features:- Practical events, coherent and non- repetitive (Training courses,

conferences)- At least 4 events- Duration max 4 weeks- 1st events should not start earlier than 6 months after deadline- Located in MS or AS (exceptionally in a 3rd country)- Max 150 participants- Duration of the project: up to 4 years- Project size from € 180 000 to € 1 400 000







Useful documents: - Handbook - Info Pack: Work Programme & Guide for Proposers & Guide

for EvaluatorsFeatures of the proposal (submitted by legal entities, can be single or multi-partner): - bottom-up approach, - relevant to Europe, - multidisciplinary, - intersectorial, or leading-edge nature.

Marie Curie Conferences and Training Marie Curie Conferences and Training CoursesCourses





CF/TC changes in Work CF/TC changes in Work ProgrammeProgramme

• Abolishing support for attending

large conferences• Support for series of events

enpanded• However, no support to « repetitive

annual conferences »





Timetable from submission to Timetable from submission to contract TOK and SCFcontract TOK and SCF

TOKPublication of call: 15 December 2004Deadline: 18 May 2005, 17.00 (Brussels local time)Evaluation: July 2005ESR sent: August 2005Invitation to negotiation: September 2005Signature of first contracts: December 2005Budget: TOK – DEV €30 millionTOK – IAP €15 million

SCFPublication of call: 19 January 2005Deadline: 18 May 2005, 17.00 (Brussels local time)Evaluation: July 2005ESR sent: September 2005Invitation to negotiation: September/October 2005Signature of first contracts: December 2005Budget: € 12 250 000





FP7 – FP7 – PeoplePeople – Human – Human PotentialPotentialInitial training of researchers

Marie Curie NetworksMarie Curie Networks

Life-long training and career developmentIndividual fellowshipsIndividual fellowships

Co-financing of regional/national/international programmes

Industry-Academia pathways and partnershipsIndustry-Academia SchemeIndustry-Academia Scheme

International dimensionOutgoing International Fellowships; Incoming International Fellowships; Outgoing International Fellowships; Incoming International Fellowships;

International Cooperation Scheme; Reintegration grantsInternational Cooperation Scheme; Reintegration grants

Specific actionsExcellence AwardsExcellence Awards





Thanks for your attention

Agata StasiakDG Research-European [email protected]

Help desk:[email protected]://europa.eu.int/mariecurie-

actions

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