agenda - university of reading · innovation in smes societal challenges health and wellbeing food...

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LIMITLESS POTENTIAL | LIMITLESS OPPORTUNITIES | LIMITLESS IMPACTLIMITLESS POTENTIAL | LIMITLESS OPPORTUNITIES | LIMITLESS IMPACTLIMITLESS POTENTIAL | LIMITLESS OPPORTUNITIES | LIMITLESS IMPACTCopyright University of Reading

MSCA 2017 ITN - APPLICANTS Q&A WORKSHOP

25th Nov 2016

Mischa Phillips, EU Funding Manager, Research and Enterprise

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Research and Enterprise

LIMITLESS POTENTIAL | LIMITLESS OPPORTUNITIES | LIMITLESS IMPACT

AGENDA • 1:00 – 2:00 Q&A

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MSCA 2017 ITN APPLICANTS• Theo Marinis (PCLS) - MSCA-ITN/ETN (coordinating)

• Giuseppe Nocella (APD) - MSCA-ITN

• David Miller / Ben Potter (SBE) - MSCA-ITN/EID (coordinating)

• David Miller / Sue Grimmond/Stefan Smith (SBE) - MSCA-ITN/EID (coordinating)

• David Miller/Runming Yao (SBE) - MSCA-ITN/EID (coordinating)

• Jon Gibbins (SBS) - MSCA-ITN/EJD

• Christine Chiu (MPCS-Met) - MSCA-ITN

• Ian Hamley (SCFP-Chem) - MSCA-ITN/ETN

• Many more pending…

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MSCA IN HORIZON 2020 STRUCTURE

Excellent Science

European Research Council (ERC)

Future and Emerging Technologies (FET)

Marie Skłodowska-Curie Actions

(MSCA)

Research Infrastructures

Industrial Leadership

Leadership in Enabling and

Industrial Technologies (LEIT) - ICT, NMBP, Space

Access to Risk Finance

Innovation in SMEs

Societal Challenges

Health and Wellbeing

Food security

Transport

Energy

Climate action

Societies

Security

Widening Participation; Science with and for Society, Mainstreaming of Social Sciences and Humanities (SSH) and ICT

European Institute of

Innovation and Technology (EIT)

EURATOMJoint Research Centre

(JRC)

Excellent Science30% of total Horizon 2020 budget

Objective: to strengthen the excellence of European research

• New research and ideas are drivers of competition

• Attract and retain high potential individuals

• Fund the most talented and creative researchers

• Develop and maintain world-class research infrastructures


MSCA CALLS – 2017 TIMETABLECall identifier Publication date Deadline Call budget, €M

MSCA-ITN-2017 15 September 2016 10 January 2017 430

MSCA-RISE-2017 1 December 2016 5 April 2017 80

MSCA-IF-2017 17 April 2017 14 September 2017 248.70

MSCA-COFUND-2017 5 April 2017 28 September 2017 80

MSCA 2017 Work Programme on Horizon 2020 Participant Portalhttp://ec.europa.eu/research/participants/data/ref/h2020/wp/2016_2017/main/h2020-wp1617-msca_en.pdf


MSCA 2017 ITN TIMELINECall identifier Publication date Deadline Call budget, €M

MSCA-ITN-2017 15 September

2016

10 January 2017

(4pm UK time)

ITN overall: 430• ITN-ETN: 370• ITN-EID: 28• ITN-EJD: 32

Timeline for submission – INTERNAL DEADLINES:

• Coordinators - Monday 19th Dec 2016:

• near-final proposal draft to RED for review, with final consortium composition, completed online admin forms, and final distribution of ESRs

• Internal deadline ALL - Tuesday 3rd January 2017:

• Completed applications submitted to RED for final review and sign-off

http://ec.europa.eu/research/participants/data/ref/h2020/wp/2016_2017/main/h2020-wp1617-msca_en.pdf

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MSCA 2017 ITN TIMELINEStage Deadline

Call deadline 10th January 2017

Evaluation proposals March 2017

Information on outcome of evaluation June 2017

(5 months after submission date)

Indicative date for signing grant

agreements

Sept 2017

(8 months after submission date)

Project starts 1st day of the month following GA signature

or

Fixed date specified in proposal or during

GA stage (usually no later than 6 months

following GA signature)


• “[A]im to train a new generation of creative, entrepreneurial and innovative early-stage researchers, able to face current and future challenges and to convert knowledge and ideas into products and services for economic and social benefit”

• Competitively selected joint research training and/or doctoral programmes implemented by partnerships of universities, research institutions, businesses, SMEs and other socio-economic actors from different countries across Europe (and beyond).

• Focus on scientific/ technological knowledge through research onindividual/personalised projects

• Exposure to non-academic sector to increase employability

• Transferable skills training, e.g. communication, research management, IP, ethics, societal outreach, entrepreneurship

MSCA – INNOVATIVE TRAINING NETWORKIN EU H2020


• Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, UnitedKingdom

• Overseas Countries and Territories (OCT) linked to the Member States

– Anguilla, Aruba, Bermuda, Bonaire, British Virgin Islands, Cayman Islands, Curaçao, Falkland Islands, French Polynesia, Greenland, Montserrat, New Caledonia, Pitcairn Islands, Saba, Saint Barthélémy, Saint Helena, Saint Pierre and Miquelon, Sint Eustatius, Sint Maarten, Turks and Caicos Islands, Wallis and Futuna

• Associated Countries:

– Norway, Albania, Bosnia and Herzegovina, the former Yugoslav Republic of Macedonia, Montenegro, Serbia, Turkey, Israel, Moldova, Switzerland (partial association Pillar 1 + SEWP + Euratom), Faroe Islands, Ukraine Tunisia and Georgia. Armenia to be associated by mid-2016.

• Third countries (whether they can receive funding depends on GDP/list in WP Annex A)http://ec.europa.eu/research/participants/data/ref/h2020/wp/2014_2015/annexes/h2020-wp1415-annex-ga_en.pdf

Who is eligible?

All 28 EU Member States, UK included!

http://ec.europa.eu/research/participants/data/ref/h2020/wp/2014_2015/annexes/h2020-wp1415-annex-ga_en.pdf

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BREXIT…• Currently the UK is still an EU Member State

• This means it has the same rights and obligations as all other 27 Member States, including the participation in EU funding programmes

• The UK continues to be a full member state during the negotiation process, with all the rights and obligations

• Details on how the UK can participate after an exit need to be determined during the negotiations following the triggering of Article 50

• Timeline?

• The UK PM has indicated to trigger Article 50 in March 2017

• Delay of trigger due to High Court ruling? (appeal by UK Gov is heard on 5th Dec)

University of Reading FAQ on Staff Portal http://www.reading.ac.uk/internal/staffportal/news/articles/spsn-681349.aspx

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BREXIT…• Statement 4th July 2016: "until the UK leaves the EU, EU law continues to apply to and within

the UK, both when it comes to rights and obligations. This includes the eligibility of UK legal entities to participate and receive funding in Horizon 2020 actions.“

• UK Treasury guarantees EU Funding for UK researchers beyond the date the UK leaves the EU: Statement 13th Aug 2016 – “…where UK organisations bid directly to the European Commission on a competitive basis for EU funding projects while we are still a member of the EU, for example universities participating in Horizon 2020, the Treasury will underwrite the payments of such awards, even when specific projects continue beyond the UK's departure from the EU".

• It is understood (though not officially confirmed) that eligibility for the guarantee extends to proposals submitted before the UK’s exit, not just to grants signed.

• The Commission explicitly briefs evaluators in their guidance: “Experts should not evaluate proposals with UK participants any differently than before.”http://ec.europa.eu/research/participants/data/support/expert/h20 20_expert-briefing_en.pdf

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• The agreement on Switzerland’s participation in Horizon 2020 provides for the country’s full association from 1 January 2017, only if it ratifies the protocol extending the free movement of people to Croatian nationals by 9 February 2017.

• The Swiss Federal Council signed the protocol on 4 March 2016; the Swiss Parliament approved the ratification on 17 June 2016, but further regulations must be adopted by the Parliament in December.

• When preparing project submissions for all 2016 and 2017 calls, researchers in Switzerland are advised to do so on the basis of Switzerland’s full association from 2017.

• In the event of non-association, the Swiss government will take the necessary measures to cover the expenses of Swiss participants, as is currently the case in some parts of the programme.

• Nov 2016 update: If Switzerland does not become associated to Horizon 2020 on 1 January 2017, any Swiss ‘beneficiaries’ would need to change their role to that of a ‘partner organisation’ before submission. The requested EU contribution of the Swiss partner should then be "0" and the Early Stage Researchers (ESR) will be paid by the Swiss State Secretariat directly, and should be mentioned in Part B of the proposal.

SITUATION OF SWITZERLAND (AS OF 13 JULY 2016)

http://www.reading.ac.uk/internal/staffportal/news/articles/spsn-681349.aspx

http://ec.europa.eu/research/participants/data/support/expert/h2020_expert-briefing_en.pdf

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KEY DEFINITIONS


INNOVATIVE TRAINING NETWORKSMain EU programme for structured doctoral training

• Dedicated to early-stage researchers (no experienced researcher recruitment)

• Involving wide partnership of institutions from academic and non-academic sectors

3 modes:

Objectives

• Raise excellence and structure research and doctoral training

• Train A new generation of creative, entrepreneurial and innovative early-stage researchers

• Facilitate triple 'i' dimension of mobility: international, interdisciplinary, intersectoral

• Create knowledge triangle: research, education, innovation: innovation skills and employability

• Exchange of best practice amongst participating organisations

European Training Networks

(ETN)

European JointDoctorates

(EJD)

European Industrial Doctorates

(EID)


2017 Budget ETN: €370M EID: €32M EJD: €28M

Beneficiaries (Level

1)

3 minimum

3 different MS/AC

2 minimum

2 different MS/AC

3 minimum

3 different MS/AC

Partners (Level 2) Unlimited

(any country/sector)

Unlimited


Unlimited


Non-academic

sector involvement

Beneficiary

and/or partner level

Beneficiary and

partner

Partner

and/or beneficiary

ESR contracts 3-36 months 3-36 months 3-36 months

PhD enrolment Typically expected Mandatory Mandatory

Other intersectoral

aspects

Secondments encouraged

(≤30%)

50% ≥ in non-academic

sector

Secondments encouraged

(≤30%)

Researcher months

per project

540 max 180 max

(≥ 3 beneficiaries = 540 max)

540 max

Budget/country 40% 40% rule

(except 2-beneficiary project)

40%

Evaluation Evaluated in scientific panels covering eight broad areas of research:

CHE, ECO, ENG, ENV, LIF, MATH, PHY, SOC

Panels and ranking

lists

8 ranking lists by panel

(CHE, ECO, ENG, ENV, LIF,

MATH, PHY, SOC)

1 ranking list by

multidisciplinary EID panel

1 ranking list by

multidisciplinary EJD panel

ITNS –OVERVIEW OF 3 MODES

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ITN - CONSORTIUM

Beneficiaries (Participants level 1)

• Signatory to the Grant Agreement• Full partner of a network• Contribute directly to the implementation of the joint training

programme by recruiting (at least 1 ESR for ETNs), supervising, hosting and training ESRs

• Can also provide secondment opportunities• Participate in Supervisory Board

Partner organisations (Participants level 2)

• Do not sign the Grant Agreement• Do not recruit ESRs• Do not claim costs directly (through the beneficiary)• Provide training and host ESRs during secondments• Participate in Supervisory Board


• Average size: 6-10 beneficiaries

• Expectation of beneficiaries from both academic and non-academic sectors

• Each beneficiary recruits and hosts at least one ESR

• ESR contract length: 3-36 months (project length up to 48 months)

• ESR can spend up to 30% of their contract period on secondment(s) to other beneficiaries or partner organisations

• Max. 40% of total budget to any one country

• Enrolment on doctoral programme not mandatory

• Joint supervision encouraged

ITN – ETN


ETN

Source: European Commission

Max. 540 researcher months (15 ESRs on 36 month contracts)

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• Obligatory non-academic beneficiary, “preferably enterprise”

• ESRs must be enrolled on a doctoral programme at academic beneficiary‘’should none of the academic beneficiaries be entitled to award a doctoral degree an institution entitled to award a doctoral degree

must be associated as a partner organisation’’

• Research must be in the area of the doctoral programme and should aim to support long-term, industry-oriented research (fundamental or applied)

• Mandatory joint selection, training and ESR supervision by both sector

• ESR contract length: 36 months expected, can be split between beneficiaries (check mobility rules and salary implications)

= Flexibility: either 1 employment contract + secondment or more than one employment contract

ITN – EID


• ESRs must spend at least 50% of their time in the non-academic sector

(at beneficiaries or partner organisations)

• This inter-sectoral mobility must be between participating organisations located in different countries.

• ESR must be jointly supervised by at least two supervisors, one from each sector (academic and non-academic)

• Additional secondments are possible – there is no time limit

• Max. 40% of total budget to any one country (except 2-beneficiary EID)

ITN – EID


EID – MINIMUM SET-UP



40% budget rule not applicable

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EID – 3+ BENEFICIARIES


40% budget rule applicable



• Promotes structural change to European doctoral training landscape

• Closer cooperation between academic organisations

• Creation of coherent joint doctoral programmes that deliver joint, double or multiple degrees

• Mandatory joint selection, supervision, monitoring and assessment of ESRs through a joint governance structure

• ESRs must be enrolled on a doctoral programme

• ESR contract : 36 months expected, contract can be split between beneficiaries (check mobility rules and salary implications)

= Flexibility: either 1 employment contract + secondment or more than one employment contract

• ESR likely to split their stay between beneficiaries to fulfil joint doctoral programme requirements + additional secondment(s) possible

• Maximum 40% of total budget to any one country

ITN – EJD


• Single diploma issued by at least two HEIs offering an integrated programme and recognised officially in the countries where the degree-awarding institutions are located

Joint degree

• Two or more separate national diplomas issued by two or more HEIs and recognised officially in the countries where the degree awarding institutions are located

Double / multiple degrees

EJD – DEGREE OPTIONS

The final degree must be awarded by institutions from at least two different countries

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EJD – MINIMUM SET-UP




• Collaborative work in multidisciplinary, international consortia (academic + non-academic) applies for funding

- proposing competitively selected joint research training/doctoral programmefor Early-Stage Researchers

• When successful, consortium recruits researchers across the consortium

• All projects publish their vacancies on EURAXESS http://ec.europa.eu/euraxess/#

• each researcher has an Individual Research Project

• employment contract with full social security (UK visa considerations)

• Duration of projects: 4 years

• Fellowships of 3-36 months (usually 36 months)

• Maximum 540 researcher-months per consortium (180 for EID with 2 partners) and no more than 40% of the budget in one country (not applicable to EID with two partners)

A TYPICAL INNOVATIVE TRAINING NETWORK


• Advanced research and transferable skills training

e.g. communication, research management, societal outreach, entrepreneurship, IPR, elements of Open Science, gender

• Exposure to non-academic sector (secondments)

• Networking events

• Dissemination activities

(social media, final conference,

public engagement)

A TYPICAL INNOVATIVE TRAINING NETWORK

ESR career

development

Research and

Innovation project

Secondments

Dissemination and

Communication

Seminar and

workshops

Visiting researche

rs

Summer schools

http://ec.europa.eu/euraxess/

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• Highly recommended; can take place in MS/AC and Third Countries (consider practicalities and costs)

• Costs should be covered by the sending employer (not from ESRs allowances)

• ETN

• Secondment to other beneficiaries and/or to partner organisations for a duration of up to 30% of his/her recruitment period is encouraged

• During their secondment, researchers receive supervision and training at the premises of the receiving beneficiary or partner organisation

• EID

• Limitation of secondments to 30% of the recruitment period does not apply

• EJD

• Limitation of secondments to 30% of the recruitment period does not apply, as time spent at other participating organisations occurs in line with the proposal

SECONDMENTS


• Application online through the EC Participant Portal: http://ec.europa.eu/research/participants/portal/desktop/en/h ome.html

• Single-stagesubmission

• Apply to specific discipline evaluation panel:

• 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)

MSCA GRANT APPLICATION PROCESS


• All figures in EUR

• * A country correction co-efficient will apply to thesecosts (UK: 120.3), see MSCA Work Programme!

• Funding based fully on unit costs, multiplied by requested ESR person months

BUDGET-COMMISSION CONTRIBUTIONS

Researcher unit cost [person/month] Institutional unit cost [person/month]

Scheme Living allowance* Mobility allowance Familyallowance Research, training and networking costs

Managementand overheads

ITN 3110 600 500 1800 1200

• Automated calculation of budget when ESR months filled intoapplication

http://ec.europa.eu/research/participants/portal/desktop/en/home.html

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BUDGET-COMMISSION CONTRIBUTIONS

• The Research, training and networking costs cover the costs of research and innovation related activities of the project such as purchasing of consumables, laboratory costs, conferences, workshops, coordination and review meetings, and networking activities, costs of secondments (travel and subsistence)

- PhD fees: fellows cannot be expected to pay fees;

eligible cost under institutional costs budget;

practice varies (waived fees; reduced fees; claimed fees)

• Management and indirect costs cover all general costs connected with the organisation and implementation of the project (administrative and financial management, logistics, ethics, human resources, legal advice, documentation, etc.).


MSCA PROPOSAL TEMPLATE – EXAMPLE: ITN 2017Proposal –Part B (Research proposal)

30 pages

+ for EJD: Letters of institutional commitment (indicating their commitment to award joint, double or multiple doctoral degrees)


Weighting:

Priority:

Excellence

50%

1

Impact

30%

2

Implementation

20%

3

ITN Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary, intersectoral and, where appropriate, gender aspects)

Enhancing the career perspectives and employability of researchers and contribution

to their skills development

Coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources

Quality and innovative aspects of the training programme (including transferable skills, inter/multidisciplinary, intersectoral and, where appropriate, gender aspects)

Contribution to structuring doctoral / early-stage research training at the European level and to strengthening European innovation capacity, including the potential for: a) meaningful contribution of the non-academic sector to the doctoral/research training, as appropriate to the implementation mode and research field

Appropriateness of the management structures and procedures, including quality management and risk management

Quality of the supervision (including mandatory joint supervision for EID and EJD projects)

Quality of the proposed measures to exploit and disseminate the project results

Appropriateness of the infrastructure of the participating organisations

Quality of the proposed interaction between the participating organisations

Quality of the proposed measures to

communicate the project activities to

different target audiences

Competences, experience and complementarity of the participating organisations and their commitment to the programme

MSCA EVALUATION, AWARD CRITERIA

• Evaluation scores awarded for each criterion from 0 to 5. Total score is subject to a threshold of 70% - competitive proposals need to aim at a score of 90+%!

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MSCA ITN 2016THRESHOLDS AND SUCCESS RATES

Evaluated proposals Retain List Threshold Reserve List Threshold

Success Rate

LIF 93.8 93.2 7.3%

ENG 93 92.2 7.2%

PHY 93.6 92.8 6%

CHE 94 93 6.3%

ENV 95.4 95 6.4%

SOC 97.4 97 7.4%

MAT 85.4 84.8 7.7%

ECO 98 89.8 10%

EID 92 91.6 16.5%

EJD 94 93 9.5%


ITN RESUBMISSION DATAITN Call 2014 2015 2016

Total number of eligible ITN proposals 1161 1563 1565

Total number of resubmissions among eligible proposals

316 694 817

Number of funded projects (Main list) 121 106 109

Number of resubmissions among funded projects (Main list)

54 60 66

Resubmissions among funded projects (Main list) - % 44.6% 55.6% 60.6%

Overall ITN success rate (Main list/eligible proposals) 10.4% 6.8% 7.0%

ITN resubmissions success rate (Resubmissions in Main List/Resubmissions)

17.1% 8.6% 8.1%

Total % of resubmissions among submitted proposals 27.2% 44.4% 52.2%

• Resubmission allowed, but no reference to the outcome of previous evaluations in new proposal• Evaluators' feedback received can be helpful. However, each evaluation is conducted

independently from the previous one • Look to update your proposals not only with regard to feedback received, but try to improve the

quality of the project as a whole


BECOME AN EVALUATOR!

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EVALUATION PROCESS• Via Participant Portal• Admissibility/eligibility checks1. Proposal

Submission

• At least 3 evaluators (often 4)• Individual reports produced• Each evaluator assesses ~10 proposals

2. Remote Evaluations

• Consensus reports produced• Agreement on comments/score• Now mostly done remotely

3. Consensus Meetings

• Lists by panel• Projects funded in priority order until

budget is exhausted

4. Ranked list of proposals

Max. 5 Months to Outcome!


ITN EVALUATION AND SCORINGMarie Skłodowska-Curie Innovative Training Networks

Excellence Impact Implementation

Scored on a scale of 0-5

50% 30% 20%

Weighting

1 2 3

Priority in case of ex aequo

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 90+!

• Evaluation summary reports provided

• No restrictions on re-application


SCORE DESCRIPTORS0 – Proposal fails to address the criterion or cannot be assessed due to missing or incomplete information.1 – Poor. The criterion is inadequately addressed, or there are serious inherent weaknesses.2 – Fair. Proposal broadly addresses the criterion, but there are significant weaknesses.3 – Good. Proposal addresses the criterion well, but a number of shortcomings are present.4 – Very Good. Proposal addresses the criterion very well, but a small number of shortcomings are present.5 – Excellent. Proposal successfully addresses all relevant aspects of the criterion. Any shortcomings are minor.

• Application form reflects evaluation criteria• Each criterion scored between 0 and 5• Decimal points can be awarded

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1.1 Quality, innovative aspects and credibility of the research programme(including inter/multidisciplinary and intersectoral aspects and, where appropriate, gender aspects)• Write in a way that is clear for the evaluators readingit:

– Evaluators may not be exact, specific experts in your areas– Evaluators may not be familiar with country specific arrangements– Evaluators likely to have English as their second language– Use diagrams, tables, figures as appropriate to clarify any point

• Ensure the Research Programme and its objectives, metholodogy, approach, originality and innovativeness are clear:– Ensure the ‘state-of-the-art’ is emphasised– Explain how individual researcher projects will integrate– For EJD/EID explain the research projects in the context of doctoral training– Bibliographic references should be included in the footnotes– Think about the benefit to Europe of having an ITN in this area– The project should be split into Work Packages that reflect the research objectives. Table 1.1 should provide brief

headings and overviews of the Work Packages (more detail to be provided in table 3.1)

EXCELLENCE: TIPS


1.2 Quality and innovative aspects of the training programme (including transferable skills, inter/multidisciplinary and

intersectoral aspects)• Provide a detailed summary of the training objectives stressing the innovative aspects• Training opportunities provided should be both unique and tailored to particular areas and also be offered on a

network-wide scale:– Must demonstrate that advanced skills would be acquired, including complementary/transferable skills and, where

appropriate, gender – now more explicit!– Emphasise the role of any non-academic organisations in the training and their impact for both beneficiaries and

partner organisations– Network-wide events can be opened up to those outside of the network, describe the potential benefits if such

activities are planned– Give detail of how local doctoral training at hosts will be integrated into the programme

• Including secondments is highly recommended to increase impact, preferably at least one per researcher of ~3 monthsminimum and to an alternate sector to the main host, e.g. from academic to non-academic

1.3 Quality of the supervision• Specific detail is required on the proposed supervisors and should include:

– Qualifications of supervisors– Numbers of previously supervised fellows– Numbers of post-docs mentored

• Include details of any joint supervision, which is mandatory for both EID and EJD– How will they complement each other– Who will be responsible for what aspects

• The supervisors identified should be appropriately qualified and available to monitor and guide ESRs through their training in line with the European Charter for Researchers -http://ec.europa.eu/euraxess/index.cfm/rights/europeanCharter

EXCELLENCE: TIPS


1.4 Quality of the proposed interactionbetween the participating organisations

• What will be the contributions of each participating organisation and how are they appropriate:

– Particular expertise

– Geographical location

– Existing links or collaborations

• Synergies between partners:

– To what extent do they complement and enhance each others activities– Opporunity for researchers to be involved in a number of linked activities at different partners

• Exposure to different sectors and the opportunity to work outside of ‘comfort zones’:

– Learn new techniques

– Develop transferable skills that would be of benefit to industry

EXCELLENCE: TIPS

http://ec.europa.eu/euraxess/index.cfm/rights/europeanCharter

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2.1 Enhancing the career perspectives and employability of researchers and contribution to their skills development• Explain the impact of the research and training on the Fellows’ careers with specific details of how the impact will be

achieved:• Research training• Transferable skill development• Exposure to different sectors, emphasis links with the non-academic sector

• Where possible and appropriate, think about how the research programme fits into higher level EU policies:• European Charter for Researchers - http://ec.europa.eu/euraxess/index.cfm/rights/europeanCharter• Code of Conduct for the Recruitment of Researchers -

http://ec.europa.eu/euraxess/index.cfm/rights/codeOfConduct• European Code of Conduct for Research Integrity - http://cordis.europa.eu/news/rcn/127348_en.html

2.2 Contribution to structuring doctoral / early-stage research training at the European level and to strengthening European innovation capacity, including the potential for:a) meaningful contribution of the non-academic sector to the doctoral/research training, as appropriate to the implementation mode and research field:

• What is the role of the non-academic sector in the doctoral/research programme and how does it enhance and separate the programme as leading:

• Will depend on the field being worked in• What can the programme offer with the inclusion of the non-academic sector that other programmes that don’t,

can’t

• Make sure the innovative aspects that the involvement of non-academic partners bring is emphasised and, again, highlight any relevant EU policies:

E.g. Innovation Union - http://ec.europa.eu/research/innovation-union/index_en.cfm

b) developing sustainable joint doctoral degree structures (for EJD projects only)• How might the programme contribute to developing sustainable collaborative degree structures delivering joint degrees• Demonstrate further, cross-border integration of EU institutions through the programme

IMPACT : TIPS


2.3 Quality of the proposed measures to exploit and disseminate the project results

• Dissemination of the research results• Horizon 2020 obligations to make publications and research data open access• How will the results be disseminated, which repositories, etc.?• How will data be managed?

• Exploitation of results and intellectual property• If you decide to exploit and/or commercialise your results, how will you do this?• What form of protection, e.g. patents, will you adopt?

2.4 Quality of the proposed measures to communicate the activities to different target audiences

• What are the project’s plans for communication of research findings

• What is the communication and public engagement strategy of the project?

• Who are the appropriate audiences for these activities?

• What are the appropriate means for these activities?

• In the European Charter for Researchers, the following are covered in more detail:

• Public Engagement – make the general public aware of the research activities in a manner that is widely understood

• Dissemination and exploitation of results – all results should be appropriately disseminated bearing in mind contractual obligations concerning Open Access. Where results are being exploited, appropriate action to protect them, e.g. patents, should be adopted

IMPACT : TIPS


3.1 Overall coherence and effectiveness of the work plan,including appropriateness of the allocation of tasks and resources(incl. awarding of the doctoral degrees for EID and EJD projects)• The Work Plan must be clear and include the following using tables provided:

• Work Package descriptions – table 3.1a – Work Packages should be included for all acitivities:• Research• Management• Training

• List of major deliverables – table 3.1b (including awarding of doctoral degrees where applicable)• List major milestones – table 3.1c• Fellows individual projects – table 3.1d

• Include a Gantt chart using the example provided to show progress of the project in months elapsed

IMPLEMENTATION : TIPS

http://ec.europa.eu/euraxess/index.cfm/rights/europeanCharter

http://ec.europa.eu/euraxess/index.cfm/rights/codeOfConduct

http://cordis.europa.eu/news/rcn/127348_en.html

http://ec.europa.eu/research/innovation-union/index_en.cfm

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3.2 Appropriateness of the management structures and procedures, including quality management and risk management (with a mandatory joint governing structure for EID and EJD projects)

• Include comment on the following points and explains who in the consortium will be responsible for what and when will they do it:

• Network organisation and management structure

• Joint governing structure (mandatory for EID and EJD projects)

• For EJD, joint admission, selection, supervision, monitoring and assessment procedures

• Supervisory board

• Recruitment strategy

• Progress monitoring and evaluation of individual projects

• Risk management at consortium level (including table 3.2a)

• Intellectual Property Rights (IPR)

• Gender aspects (both at the level of recruitment and that of decision making within the project)

• Data Management Plan

• Include table 3.2a on Implementation Risks



3.3 Appropriateness of the infrastructure of the participating organisations

• Given the tasks allocated to each participating organisation, provide details to explain and demonstrate their appropriateness. Will help be provided by other institutional departments such as HR or Finance

• Factual information will be provided in section 5 ‘Participating Organisations’ so more of a narrative can be provided here

• What do the organisations have to offer:• Laboratories• Technical expertise• Workshops• Office space• Other facilities

• Again, refer to the European Charter for Researchers and any endorsement of it by participating organisations

• Other evidence to show competence of organisations in recruiting and hosting, such as the ‘HR Excellence in Research’award - http://ec.europa.eu/euraxess/index.cfm/rights/strategy4ResearcherOrgs - can demonstrate this

3.4 Competences, experience and complementarity of participating organisations and their commitment to the programme• Demonstrate complementarity across the network in terms of compatability and coherence between tasks

• Explain the level of commitment of the organisations involved and their readiness to deliver a success ITN project if selected (partner organisations see sections 5 and 7 as well)

• In particular, emphasise the commitment of non-academic sector organisations

• If ‘Third Countries’ not automatically eligible for funding are requesting support, the reasons for this should be detailed here

• Partner Organisations need to provide a letter of commitment in Section 7, so make sure this is in line with what is said here to reinforce the case



YOUR ONLINE APPLICATION - NAVIGATING THE PARTICIPANT PORTAL

http://ec.europa.eu/euraxess/index.cfm/rights/strategy4ResearcherOrgs

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SET UP A PORTAL ACCOUNT

http://ec.europa.eu/research/participants/portal//desktop/en/home.html


PORTAL ACCOUNT –NOW CALLED “EU LOGIN” (PREVIOUSLY “ECAS”)

A validation email is sent to you to complete the registration process (check your outlook autospam)


FINDING THE CALL…http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/index.html

http://ec.europa.eu/research/participants/portal/desktop/en/home.html

http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/index.html

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1

2

3



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2. Register your application

1. Select your ITN mode


CREATE YOUR ONLINE APPLICATION

Enter an Acronym and Abstract (both can be ‘TBC’) and select a Panel. All can be amended following registration.

Enter the Reading PIC code and Organisation Short Name (ask RES)

The main contact person is normally the scientific lead.


You can add additional contacts for each organisation. For Reading, please always add as additional ‘Contact Person’:• First name: EU-Unit• Last name: Reading• Email: [email protected]

Click here to add ‘other beneficiaries -you need their orgainsation PIC code and the scientific contact details

mailto:[email protected]

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Fill in the admin form online

Upload as pdfs

‘A-form’

You can submit multiple times before the deadline

Download your Part B templates here


The online Admin form


The proposal templates - part B1 and B2• Part B1

• Part B2

Etc..

Etc..

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USEFUL LINKS• Horizon 2020 Participant Portal

http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/index.html

• MSCA 2017 Work Programme


• MSCA ITN 2017 - Guide for Applicants

http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/msca-itn-2017.html

See under ‘Topic conditions and documents – 8. Additional documents’ (check version updates)

• FAQ on ITN call webpage (filter by H2020 and MSCA)

http://ec.europa.eu/research/participants/portal/desktop/en/support/faq.html

• Annotated MGA http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf

• MSCA Periodic reporting template:

http://ec.europa.eu/research/participants/data/ref/h2020/gm/reporting/h2020-tmpl-periodic-rep_en.pdf

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USEFUL LINKS• MSCA ITN self-evaluation form

http://ec.europa.eu/research/participants/data/ref/h2020/call_ptef/ef/2016-2017/h2020-call-ef-msca-itn-2016-17_en.pdf

• H2020 MSCA expert evaluators used in 2015 and 2014 calls are published

http://ec.europa.eu/research/participants/portal/desktop/en/funding/reference_docs.html#h2020-expertslists-excellent-erc (see under ‘Excellent Science’ then ‘MSCA’)

• MSCA funded projects (Filter by Programme: H2020 MSCA, and Country, Content)

http://cordis.europa.eu/projects/home_en.html

• Reading Proposal Library (see under ‘H2020 Excellent Science’ and ‘FP7 Ideas’ )

http://www.reading.ac.uk/internal/res/ResearchandEnterpriseDevelopment/PreparingApplications/reas-RSPreparingApps.aspx

• Marie Curie FP7 statistics

http://ec.europa.eu/research/mariecurieactions/funded-projects/statistics/index_en.htm

• EU Marie Curie Actions webpage ITNs

• http://ec.europa.eu/research/mariecurieactions/about-msca/actions/itn/index_en.htm

• EU Marie Curie Actions web page (currently FP7 only) http://ec.europa.eu/research/mariecurieactions/index_en.htm

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USEFUL LINKS• The Charter and the Code - http://ec.europa.eu/euraxess/index.cfm/rights/index

• Euraxess https://euraxess.ec.europa.eu/

• Euraxess Mobility Portal - http://ec.europa.eu/euraxess

• IPR Help Desk - www.iprhelpdesk.eu

• HR Excellence in Research’ award -http://ec.europa.eu/euraxess/index.cfm/rights/strategy4ResearcherOrgs

• Innovation Union - http://ec.europa.eu/research/innovation-union/index_en.cfm

• Code of Conduct for the Recruitment of Researchers -http://ec.europa.eu/euraxess/index.cfm/rights/codeOfConduct

• European Code of Conduct for Research Integrity -http://cordis.europa.eu/news/rcn/127348_en.html

• Ethics in Horizon 2020 http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/ethics_en.htm

• Marie Curie Guidance for Outreach (For FP7, but still useful) http://ec.europa.eu/research/mariecurieactions/documents/documentation/publications/guidelines_en.pdf

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http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/index.html


http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/topics/msca-itn-2017.html

http://ec.europa.eu/research/participants/portal/desktop/en/support/faq.html

http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf

http://ec.europa.eu/research/participants/data/ref/h2020/gm/reporting/h2020-tmpl-periodic-rep_en.pdf

http://ec.europa.eu/research/participants/data/ref/h2020/call_ptef/ef/2016-2017/h2020-call-ef-msca-itn-2016-17_en.pdf

http://ec.europa.eu/research/participants/portal/desktop/en/funding/reference_docs.html#h2020-expertslists-excellent-erc

http://cordis.europa.eu/projects/home_en.html

http://www.reading.ac.uk/internal/res/ResearchandEnterpriseDevelopment/PreparingApplications/reas-RSPreparingApps.aspx

http://ec.europa.eu/research/mariecurieactions/funded-projects/statistics/index_en.htm

http://ec.europa.eu/research/mariecurieactions/about-msca/actions/itn/index_en.htm

http://ec.europa.eu/research/mariecurieactions/index_en.htm

http://ec.europa.eu/euraxess/index.cfm/rights/index

https://euraxess.ec.europa.eu/

http://ec.europa.eu/euraxess

http://www.iprhelpdesk.eu/

http://ec.europa.eu/euraxess/index.cfm/rights/strategy4ResearcherOrgs

http://ec.europa.eu/research/innovation-union/index_en.cfm

http://ec.europa.eu/euraxess/index.cfm/rights/codeOfConduct

http://cordis.europa.eu/news/rcn/127348_en.html

http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/ethics_en.htm

http://ec.europa.eu/research/mariecurieactions/documents/documentation/publications/guidelines_en.pdf

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USEFUL LINKS• Gender equality - Horizon 2020 Online Manual

http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/gender_en.htm

• H2020 Gender Advisory Group paper http://ec.europa.eu/transparency/regexpert/index.cfm?do=groupDetail.groupDetailDoc&id=18892&no=1

• Gender Innovations http://ec.europa.eu/programmes/horizon2020/en/news/%E2%80%9Cgendered-innovations-how-gender-analysis-contributes-research%E2%80%9D

• and http://ec.europa.eu/research/swafs/gendered-innovations/index_en.cfm?pg=home

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CONTACT DETAILSEU-UNIT, RESEARCH & ENTERPRISE

PRE-AWARD

Mischa Phillips [email protected] x4494

EU Funding Manager. Univ Themes: Food; Prosperity and Resilience

Elena Koukharenko [email protected] x8844

EU Funding Manager. Univ Themes: Environment; Health; Heritage and Creativity

Ioanna Theophanous [email protected] x4184

Assistant EU Funding Manager

POST-AWARD (CONTRACTS)

Tom Reynolds [email protected] x6060

EU Contracts Manager

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THANK YOU

QUESTIONS?

[email protected]

Acknowledgement of some slide material:

UKRO, UK National Contact Point for ERC

66

http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/gender_en.htm

http://ec.europa.eu/transparency/regexpert/index.cfm?do=groupDetail.groupDetailDoc&id=18892&no=1

http://ec.europa.eu/programmes/horizon2020/en/news/%E2%80%9Cgendered-innovations-how-gender-analysis-contributes-research%E2%80%9D

http://ec.europa.eu/research/swafs/gendered-innovations/index_en.cfm?pg=home






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