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Marie Sklodowska-Curie Actions Individual Fellowships MSCA IF 2018 Call Grants in Practice (GIP) – EURAXESS Japan Tokyo and Osaka, July 2018 Cristina Gómez – Spanish National Contact Point MSCA

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Page 1: Grants in Practice (GIP) EURAXESS Japan Cristina Gómez ... · 15 . II. Convocatoria MSCA IF 2015 IV. Individual Fellowships MSCA IF 2018 Call . II. Convocatoria MSCA IF 2015

Marie Sklodowska-Curie Actions Individual Fellowships MSCA IF 2018 Call Grants in Practice (GIP) – EURAXESS Japan Tokyo and Osaka, July 2018 Cristina Gómez – Spanish National Contact Point MSCA

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CONTENT

I. Spanish Foundation for Science and Technology

II. MSCA General Aspects

III. Some success stories

IV. Individual Fellowships: MSCA IF 2018 Call

Objectives

Eligibility criteria and implementation modes

Financing

Evaluation Criteria

V. Some Participation Data

2

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II. Convocatoria MSCA IF 2015 I. FECYT (Spanish Foundation for Science and Technology)

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Citizens

LINES OF ACTION Promoting scientific

culture

Increasing social participation in science

Analysing Research and innovation metrics

Providing services to the R&D+I System

Supporting the internationalisation of

Spanish science

Researchers

FECYT is a public foundation, created in 2001, dependent on the Ministry of Science, Innovation and Universities

I. FECYT (Spanish Foundation for Science and Technology)

BENEFICIARIES

4

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Objectives • To improve the mobility and research career of scientists. • To make Spanish scientists abroad more visible and more

connected. • To provide scientific support to Spanish diplomacy.

Activities • Support for foreign scientist communities in Spain. I Meeting

of Spanish Scientists in the US (Washington). • Creation of “scientific collaborator” positions in embassies of

significance to Spain. • Consolidation and revitalisation of the Scientific Diplomacy

Network in Spain. • Carrying out of activities that support a career in research in

the framework of EURAXESS.

EUROPEAN OFFICE

www.eshorizonte2020.es Its main activity is to increase Spanish participation and the leadership of universities and public research bodies in European R&D+I projects.

http://www.euraxess.es/

5 5

I. FECYT - Supporting the internationalization of the Spanish Science

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OBJECTIVE

Promote the participation and leadership of the Spanish R&I system in H2020.

Training activities for Spanish R&D managers

TARGET GROUP Universities Public R&I centres (OPIs) Private sector if requested

UE’s Research and Innovation funding programme (2014-2020): 76.880M€/7 years.

I. FECYT - Supporting the internationalization of the Spanish Science

6

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II. Convocatoria MSCA IF 2015 II. General Aspects MSCA

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II. MSCA in Horizon 2020

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9

II. MSCA Objectives

Marie Sklodowska

Curie Actions (MSCA)

Training

Mobility Career

Excellent Science Pillar – Horizon 2020 (6,1M€)

Bottom-up approach

Funding based on Unit Costs

Support of the researchers´career path at all stages

Mobility is a key requirement: triple “i” dimension

Adquisition of new and complementary skills

Strong industry participation

Excellent working conditions, gender balance and open recruitment

Emphasis on communication and public engagement activities

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II. MSCA: Some policy background

10

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II. MSCA: focus on researchers´career development

11

• European vision and strategy to support the profesional career development of researchers: support groups, EU projects….

• MSCA: training of researchers´ scientific and transferable skills

• Ensure Europe´s capacity to attract the best and offer the best conditions

• Horizon 2020 Beneficiaries will have to endorse, implement and follow HR Policies.

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II. Convocatoria MSCA IF 2015 III. Some Success Stories

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III. Let researchers tell us a bit more about it…. https://ec.europa.eu/research/mariecurieactions/actions/individual-fellowships_en

13

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III. Let researchers tell us a bit more about it…. https://ec.europa.eu/research/mariecurieactions/actions/individual-fellowships_en

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III. Let researchers tell us a bit more about it….

Success story in Net4mobility+ project website

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II. Convocatoria MSCA IF 2015 IV. Individual Fellowships MSCA IF 2018 Call

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II. Convocatoria MSCA IF 2015

Enhance the creative and innovative potential of experienced researchers by providing them with opportunities to acquire new knowledge, work on research projects in a European context or outside Europe

• Fully-funded fellowships (salary+research and management costs),

• For research-focused organizations, from academic and non-academic sector

• To incorporate experienced researchers in a period of mobility at all stages of their career path

• To provide them with career development opportunities through a research project and training.

IV. MSCA – IF 2018: Objectives

17

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Member State(MS) Associated Country (AC)

• For fellows coming to or moving within European countries.

EUROPEAN FELLOWSHIPS

Third Country (TC)

• For fellows from Europe* going to a third country.

• Transfer of knowledge, through a Return Phase to Europe is mandatory.

GLOBAL FELLOWSHIPS

IV. MSCA – IF 2018: What are the options?

18

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Candidates must , by the call deadline 12/09/2018

Comply with the mobility rule (see specific mode):

• Candidates must not have lived and/or worked in the country of the host institution for a certain period of time.

• For GF this rule applies at the outgoing phase country.

Be experienced researchers (ER):

• have a doctoral degree

• at least 4 years of full-time equivalent research experience.

Nationality restrictions apply in some cases (see specific modes):

• RI: nationals or long term residents in MS or AC.

• GF: nationals or long term residents in MS or AC

IV. MSCA - IF 2018: Eligible researchers (1)

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Candidates must , by the call deadline 12/09/2018

Be experienced researchers (ER):

• have a doctoral degree

• at least 4 years of full-time equivalent research experience Research experience is measured from the date when the researcher obtained the degree entitling him/her to embark on a doctorate – even if a doctorate was never started or envisaged

• No age restriction, no limit of research experience

• IF projects will have a full-time dedication (exceptions may apply)

IV. MSCA - IF 2018: Eligible researchers (2)

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Mobility rule at the call deadline 12/09/2018

You will need to check your residency and work details:

- Standard European (EF – ST) and Global Fellowships (GF): where were you and what have you done from 12/09/2015 to 12/09/2018

- European Panels (CAR-RI-SE): where were you and what have you done from 12/09/2013 to 1209/2018

Be in touch with your Host Institution, they will be the ones to guide you on the documentation to provide

Have a look: https://www.timeanddate.com

IV. MSCA - IF 2018: Eligible researchers (3)

21

• Candidate must not have lived /workd in the country of the host institution (MS/AC) for more than 12 months in the 3 years previous to the call deadline

EUROPEAN STANDARD (EF –ST)

• Candidate must not have lived /workd in the country of the host institution for more than 36 months in the 5 years previous to the call deadline

EF - CAR (Career Restart Panel)

EF- RI (Reintegration Panel)

EF- SE (Society and Entreprise Panel)

• Candidate must not have lived /workd in the country of the outgoing phase (Third Country) for more than 12 months in the 3 years previous to the call deadline

GLOBAL FELLOWSHIPS (GF)

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HOST INSTITUTION BENEFICIARY

• Recruits, Hosts, and trains the fellow (Supervisor) • Must be located in a MS or AC. • Receives funding from European Commission. • Signs the Grant Agreement with the European Commission.

Academic host Non-academic host

• Public or private Higher Education Institutions awarding academic degreees

• Public or private non-profit research organizations

• International European Interest Organisations (CERN, EMBL)

Any other socio-economic actor not included in the academic sector definition ( SME, enterprises, NGOs, hospitals, government nobides, museums, libraries…)

IV. MSCA - IF 2018: Eligible institutions (1)

22

You decide where to carry out your research

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PARTNER ORGANISATION (P.O)

Does not recruit the fellow, offers additional training and hosts the researcher during his / her project:

Secondment (any type of IF) Global Fellowship GF

outgoing phase

Located in MS or AC Located in a Third Country

Letter of commitment

IV. MSCA - IF 2018: Eligible institutions (2)

23

Letters of Commitment (GF): - Be specific on the activities to be carried out - Show the commitment of the P.O - They need to be updated - They should be signed by the Legal Representative

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IV. MSCA - IF 2018: Research fields eligible

- You propose your topic and choose one of the 8 scientific areas above - See Annex 4 of the Guide for Applicants in order to choose your Scientific Descriptor (s)

NOT ALL TOPICS: areas of research covered by the EURATOM treaty

activities prohibited in the EU, in particular (a) aim at human cloning for reproductive purposes; (b) intend to modify the genetic heritage of human beings which could make such changes heritable (with the exception of research relating to cancer treatment of the gonads, which may be financed), or (c) intend to create human embryos solely for the purpose of research or for the purpose of stem cell procurement, including by means of somatic cell nuclear transfer.

dual use - exclusive focus on civil applications

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Beneficiary Partner Organisations

European Fellowships MS / AC Optional: MS / AC

Global Fellowships MS / AC

Compulsory: TC Optional: MS / AC

IV. MSCA - IF 2018: Country participation

* Iceland, Norway, Albania, Bosnia and Herzegovina, Former Yugoslav Republic of Macedonia, Montenegro, Serbia, Turkey, Israel, Moldova, Switzerland, Faroe Islands, Ukraine, Tunisia, Georgia, Armenia (as of 01/01/2017)

Member States (MS): 28 + ultraperiferic territories Associated Countries (AC) to Horizon 2020: 16 * Third Countries (TC): not MS, not AS

25

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For researchers coming or moving within Europe

• No restriction to nationality applies.

• Mobility Rule: At the deadline (12/09/18) the researcher must have not resided /carried out

main activity in the country of the Host Institution (MS/AC) for more than 12 months in the last 36 months.

• Duration of the project between 12 and 24 months

• 8 scientific panels

IV. MSCA IF – EF – Standard (ST)

26

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IV. MSCA IF – EF – Standard (ST)

27

CRISTINA GOMEZ IF candidate – ER • Spanish researcher who has lived in

Japan for the last 5 years • Obtained her Phd in France in 2013

https://www.bcbl.eu/?lang=es

TAKMITSU WATANABE Supervisor • Will support the ER application at

BCBL as host where he is a group leader

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For researchers who want to resume research in Europe after a career break.

• Career break : the researcher must not have been active for a continous period of 12 months within the last 18 months (12 months between April 2017 to September 2018)

• No restriction to nationality applies

• Relaxed Mobility Rule: no more than 3 years in the 5 years

• Duration of the project between 12 and 36 months.

• Multidisciplinary panel.

IV. MSCA IF – EF – Career Restart Panel (CAR)

28

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For European* researchers who want to return from a TC and reintegrate in Europe.

• Direct mobility from a Third Country to the Member State / Associated Country.

• Relaxed Mobility Rule: no more than 3 years in the 5 years.

• Restriction to nationality: *National or long-term residents of a MS or AC (a period of legal and continous residence within EU Member States or Horizon 2020 Associated Countries of at least 5 consecutive years. Period of absence from the territory of the MS/AC shall be taken into account for the calculation of this period where they are shorter than 6 consecutive months and do not exceed in total 10 months within this period of 5 years)

• Multidisciplinary panel.

• Duration of the project between 12 and 24 months.

IV. MSCA IF – EF – Reintegration Panel (RI)

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CRISTINA GOMEZ Supervisor • Will support the ER application at BCBL as

host where he is a group leader

https://www.bcbl.eu/?lang=es

TAKMITSU WATANABE IF Candidate - ER • Japanese researcher • He has obtained his Phd in Italy where he

worked for 6 years to then go back to Japan. • Has been in Japan for the last 2 years and

now he is working and living in Germany since June 2018.

IV. MSCA IF – EF – Reintegration Panel (RI)

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For fellows coming or moving within Europe who want to develop their research career outside academia.

• Host institution from the non-academic sector

• Relaxed Mobility Rule: no more than 3 years in the 5 years

• No restriction to nationality applies

• Multudiciplinary panel

• Duration of the project between 12 and 24 months.

IV. MSCA IF – EF – Society and Entreprise (SE)

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For fellows coming or moving to a Widening country

• Aim: healp spread excellence and close the research and innovation gap within Europe

• No restriction to nationality applies.

• Normal award criteria, scoring and thresholds for MSCA – IF will apply.

• Single ranking list

• At submission stage applicants are asked in section 5 (Part A – Call Specific Questions) whether or not they wish to be considered for this funding opportunity

27 Widening Countries in Horizon 2020

IV. MSCA – IF – EF – Widening Fellowships (WF)

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• Duration: 12-24 months, outgoing phase in a TC + 12 months returning phase in Europe. • ER elegible: nationals and long-term residents in MS / AC • Mobility from any country to the TC of the outgoing phase • Mobility rule to be fulfilled in the TC of the outoing phase • Minimum participation: 1 beneficiary in MS / AC (host institution) + 1 Partner Organisation in TC • Letter of Commitment from Partner Organisation in TC compulsory • Initial phase in Europe: up to 3 months if needed

IV. MSCA – IF – GF: Global Fellowships (GF)

33

(1) Outgoing phase to a TC

(2) Mandatory Return phase to MS/AC

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IV. What is the IF all about

• Individual research project: training-through-research under the direct supervision of the supervisor / key staff of the institution.

• Hands on training:

for developing scientific skills (new techniques, instruments, etc. )

For developing and acquiring transferable skills:

Proposal preparation to request funding

Patent applications, management of IPR, take up and exploitation of results, entrepreneurship…

Action management, task coordination, how to properly communicate

Gender issues, research integrity, Open Science, etc.

• Intersectoral or interdisciplinary transfer of knowledge (secondments…)

• Organization of scientific / Training / dissemination events

• Communication, outreach activities, public engagement

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IV. How does it work? (1)

INDIVIDUAL FELLOWSHIP

HOST INSTITUTION

FELLOW

SUPERVISOR

PARTNER ORGANISATION

Joint preparation: ER and the Host Institution (Beneficiary)

A researcher (ER) can only submit one proposal

A supervisor can submit different proposals with different ER

Competitive proposals are prepared in a collaborative way by all actors

Aim for the best match fellow/supervisor/institution

Involve the European Offices / managers of the Host institution: submission + pre-screening

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European Fellowships

Global Fellowships

Researcher applies with

European host

Host signs contract with EC

Host employs researcher

Researcher applies with

European host

Supported by non-European

host

European host signs contract

with EC

European Host employs

researcher

Non-European host signs

agreement with European host

Researcher seconded to

non-European host

IV. How does it work? (2)

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Have to take place in a Partner Organisation in a MS / AC

Meaningful and appropriate to the type of fellowship and research field

Importance of the involvement of the non-academic sector

Partner Organisations: no need to include a letter of commitment

Clearly justified in Part B (just 1 P.O in Part A)

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IF Duration Duration max. secondment

≤ 18 months 3 months

> 18 months 6 months

IV. MSCA – IF 2018: secondments

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IV. Financing MSCA IF 2018

MSCA Researcher Unit Cost (person/month) Institutional Unit Cost (person/month)

Living Allowance *

Mobility Allowance

Family Allowance

Research, training and networking

Management and overheads

IF 4.880 600 500 800 650

Budget pre-calculated by EC, base on unit costs 100% financing

38

RESEARCHER UNIT COST Living Allowance: • CCC: country correction factor applies (host country) – ES: 95,4% • Gross EU contribution living allowance: 58.560€/ year (- cuota

patronal, - taxes, - S.S…) before taxes! Family Allowance: determined at the submission deadline

INSTITUCIONAL UNIT COST Research, training and networking costs: • Purchase of material, organisation and travel to events,

payment of conferences fees, etc. Management and overheads: • Indirect costs for institutions

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IV. Example: IF – GF budget

Living Allowance 2017 data (4.650 not updated)

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Call ID Opens Closes Budget

H2020-MSCA-IF-2018 12-APRIL-2018 12-SEPTEMBER-2018 EF: 220M€ *

SE: 8M€ GF: 45M€

Call IF 2018: 273.00M€

40

IV. Timing MSCA – IF 2018

Publication 12/04/2018

Closing 12/09/2018

Proposals evaluation

12/2018

Evaluation Results 02/2019

GA signature 05/2019

Timetable for the H2020-MSCA-IF-2018 Call (8 months TTG)

Call open for 5 months 5 months for evaluation 3 months for signature

*The distribution of the budget will be proportional to the number of eligible proposals received in each panel, except where a specific budget for a multidisciplinary panel has been fixed in the call. However, there is a higher weighting for the proposals of the CAR (2 times the weighting of the eligible proposals in the other panels) and RI (1,5 times the weighting of the eligible proposals in the other panels) Panels.

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Evaluation Criteria

Threshold: 70%

No individual thresholds

Criteria Weight Priority

(ex.aequo)

Excellence 50% 1

Impact 30% 2

Implementation 20% 3

41

IV. MSCA IF 2018: Evaluation criteria

FORM B

TECHNICAL PROPOSAL

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II. Convocatoria MSCA IF 2015 V. Some participation data

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V. Success rate and submitted proposals

EF-CAR EF-RI EF-ST EF-SE IF-GF For All

Funded 46 78 1029 58 137 1348

Submitted 322 533 7065 204 833 8957

0

2000

4000

6000

8000

10000

12000

IF 2017: Submitted-Funded Eligible Proposals

SUBMITTED VS. FUNDED 2014 2015 2016 2017

MSCA EF-ST 5756 / 1072 6667 / 947 7061 / 925 7145 / 1029

MSCA EF-RI 443 / 84 556 / 81 500 / 67 561 / 78

MSCA EF-CAR 181 / 33 181 / 25 242 / 31 352 / 46

MSCA EF-SE - - 132 / 48 173 / 58

MSCA-GF 1029 / 116 976 / 110 894 / 117 858 / 137

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V. Success rate and submitted proposals

CHE ECO ENG ENV LIF MAT PHY SOC

Success rate (acc. to number of proposals) 16,90% 14,30% 17,20% 16,10% 16,00% 12,50% 16,90% 16,80%

0,00%

2,00%

4,00%

6,00%

8,00%

10,00%

12,00%

14,00%

16,00%

18,00%

20,00%

IF 2017 Success rate (according to number of GF panel proposals)

CHE ECO ENG ENV LIF MAT PHY SOC RI CAR SE

Success rate (acc. to number of proposals) 14,70% 14,00% 14,40% 14,50% 14,80% 13,80% 14,80% 14,40% 14,60% 14,30% 28,40%

0,00%

5,00%

10,00%

15,00%

20,00%

25,00%

30,00%

IF 2017 Success rate (according to number of EF panel proposals)

44

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V. IF 2017 – Funded proposals per action

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V. IF 2017 – Funded proposals per action

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2015 data includes signed grants from reserve list

V. IF 2017 – Funded proposals per country

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V. IF 2017 – Funded proposals per country

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2014-2016

V. All years researcher age – Success rate

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2014-2016

V. All years researcher experience

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Thank you for your attention! Cristina Gómez - Spanish MSCA NCP [email protected]

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