Individual Fellowships Marie Sklodowska-Curie Actions

MSCA IF 2017 Call Cristina Gómez - NCP MSCA Salamanca, 25 de mayo de 2017

CONTENT

I. MSCA Spanish NCP Support activities

II. Individual Fellowships (MSCA IF 2017)

Objectives

Implementation modes (EF and GF) and main characteristics

Financing

Some Data

III. Evaluation Criteria: tips for a good proposal (MSCA IF 2017)

IV. Useful documentation and links

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II. Convocatoria MSCA IF 2015 I. MSCA Support in Spain

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

Objective

• EXCELLENT SCIENCE: ERC, MSCA, FET

• SWAFS

• Challenge 6

• COST

Areas

• OPIs, Universities, public R&I centres

Target group

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I. The European Office of MEIC/FECYT

I. MSCA Events 2014/2015/2016

2014: + 30 promotional events / trainings + 2.050 participants + online impact (webstreaming, youtube)

2015: + 35 promotional events / trainings + 2.000 participants + online impact (webstreaming, youtube)

2016: + 46 promotional events / trainings + 2.600 participants + online impact (webstreaming, youtube)

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WEBINARS

2014

2015

2016

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I. MSCA questions answered and pre-screening

Año 2014 Año 2015 Año 2016

Nº CONSULTAS 2.831 3.495 3.187

0

500

1.000

1.500

2.000

2.500

3.000

3.500

4.000

+ 9.500 Consultas MSCA

0 20 40 60 80 100 120

2014

2015

2016

+ 280 revisiones de propuestas MSCA

COFUND

RISE

IF

ITN

II. Convocatoria MSCA IF 2015

I. Looking for an MSCA Individual Fellowship in Spain?

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http://www.eshorizonte2020.es/ciencia-excelente/acciones-marie-sklodowska-curie/spanish-hosting-offers-if-2017

http://www.eshorizonte2020.es/expressions-of-interests

I. Looking for an MSCA Individual Fellowship in Spain?

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http://www.eshorizonte2020.es/expressions-of-interests

I. Looking for an MSCA Individual Fellowship in Spain?

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II. Convocatoria MSCA IF 2015

I. Looking for an MSCA Individual Fellowship in Spain?

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http://www.eshorizonte2020.es/ciencia-excelente/acciones-marie-sklodowska-curie/spanish-hosting-offers-if-2017

• Difusión OE • EURAXESS: Hosting Offers • Widget

II. Convocatoria MSCA IF 2015 II. Individual Fellowships IF 2017

• http://ec.europa.eu/euraxess/pdf/research_policies/Principles_for_Innovative_Doctoral_Training.pdf • http://ec.europa.eu/euraxess/pdf/research_policies/SGHRM_IDTP_Report_Final.pdf • http://www.euraxess.es/eng/european-projects/pipers-policy-into-practice-euraxess-researcher-skills-for-career-development

II. MSCA: focus on researchers´career development

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Research Development Framework (VITAE) Tools to align institutional HR Policies

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For fellows coming to or moving within Europe (Duration: 12-24 months)

For fellows from Europe going to Third countries and returning (Duration: 24-36 months)

II. MSCA – IF 2017: Objectives and modes

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

(1)

(2)

II. MSCA - IF 2017: Eligible researchers and institutions

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Experienced researchers (ER): PhD or at least 4 years of full-time equivalent research experience at the deadline of submission: 14/09/2017

No upper age or experience limit. Nationality restrictions apply Mobility rule applies

Beneficiary: based in Member State (MS) or Associated Country (AC) who will host, recruit and trains the ER.

Partner Organisation (1 and 2): offers additional training and hosts the researcher during his / her secondment.

1) outgoing phase (TC) in Global Fellowships. 2) institutions for secondments in Europe

Eligible researcher Eligible institution

II. MSCA - IF 2017: Mobility rule

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• General rule: The researcher must not have resided or carried out his/her main activity in the country of the beneficiary for more than 12 months in the 3 years before the deadline: 14/09/2017

• Relaxed Mobility rule: Multidisciplinary Panels of the European Fellowships (CAR – SE – RI): not more than 36 months in the 5 years before deadline

• Global Fellowships: rule to be complied with in the outgoing country.

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II. MSCA IF: Implementation modes

EUROPEAN FELLOWSHIPS

Standard Fellowship

Career Restart Panel

Reintegration Panel

Society and Entreprise Panel (2)

What it is about? Mobility within countries

Inactivity in research last 12 months

Coming from TC to reintegrate in EU/AC

Non-academic sector beneficiaries

To From From From From

Mobility rule (14/09/17)

12 months / 3 years 36 months / 5 years 36 months / 5 years 36 months / 5 years

Nationality MS/AC national or long-term residents (1)

(1) Any nationality if at any time in the past the researcher has spent at least 5 years of consecutive research in one or more Member State or Associated Country to H2020

(2) NON-ACADEMIC BENEFICIARIES: It includes all non-academics organisations, from industry to business (including SMEs), government, civil society organisations (NGOs, trusts, foundations, etc.), some cultural institutions, museums, hospitals, and international organisations (like the UN or WHO)

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

II. MSCA – IF 2017: Eligibility Criteria for researchers

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(1)

(2)

II. How does it work?

• Joint preparation: between the fellow (ER) and

the Host Institution (supervisor: mentor the ER during hi/her recruitment period and is the EC contact).

• A researcher (ER) can only submit one proposal to one implementation mode.

• Bottom-up: 8 scientific panels + 3 Multidisciplinary Panels (CAR + RI + SE).

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INDIVIDUAL FELLOWSHIP

HOST INSTITUTION

FELLOW

SUPERVISOR

CHE Chemistry

SOC Social

Sciences and Humanities

ECO Economic Sciences

ENG Information Science and Engineering

ENV Environmental and

Geosciences

LIF Life

Sciences

MAT Mathematics

PHY Physics

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II. MSCA – IF 2017: some characteristics

• 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 (communication, IPR, entrepreneurship, etc…)

Training in aspects such as RRI is essential

Research and financial management of the fellowship

• Intersectoral / interdisciplinary transfer of knowledge (secondments…):

Can spend up to 6 months (in total) working in another organisation in Europe

Opportunity to link with industry, NGOs, public sector, national archives, etc.

• Organizing and taking part in events (including public engagement)

• Must be managed by a Career Development Plan

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

Meaningful and appropriate to the type of fellowship and research field

Ideally should take place in a different sector

Partner Organisations: no need to include a letter of commitment

The secondment can be split into several shorter periods

If you cannot specify the precise host organisation at proposal stage, at least the sector, timing and purpose

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IF Duration Duration max. secondment

≤ 18 months 3 months

> 18 months 6 months

II. MSCA – IF 2017: secondments

Call ID Opens Closes Budget

H2020-MSCA-IF-2017 11-APRIL-2017 14-SEPTEMBER-2017 EF: 205M€ SE: 10M€

GF: 33.70M€

Call IF 2017: 248.70M€

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II. Timing MSCA – IF 2017

Publication 11/04/2017

Closing 14/09/2017

Proposals evaluation

12/2017

Evaluation Results 02/2018

GA signature 05/2018

Timetable for the H2020-MSCA-IF-2017 Call (8 months TTG)

II. Financing MSCA IF 2017: 100% Unit Cost

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 4.650 600 500 800 650

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RESEARCHER UNIT COST • Fellows´ salary =Living Allowance + Mobility A. (+ Family A.) • Rates in table are inclusive of employer´s costs (cuota patronal, -

taxes, Seguridad Social, etc) • CCC: country correction factor applies (host country – 97,6 ES) • 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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II. Example: IF – GF budget

II. Some data: IF 2016 Submitted & A-list proposals (eligible)

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DATA EC: 2015 data includes signed grants from reserve list

II. IF EF 2016 Funded proposals per action

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II. A-LIST proposals by panel – IF EF 2016

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2015 data includes signed grants from reserve list

II. IF EF 2016 Funded proposals per action

27

II. A-LIST proposals by panel – IF GF 2016

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II. IF 2016 resubmissions: success rate per panel

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30

Chemistry (CHE) 89,6

Physics (PHY) 90,4

Mathematics (MAT) 90,2

Life Sciences (LIF) 90,6

Economic Sciences (ECO) 86,6

ICT and Engineering (ENG) 88,6

SSciences & Humanities (SOC) 92,8

Earth & Environmental Sc (ENV) 90,4

CAR 87,2

RI 90,8

CHE 90,8

PHY 91,2

MAT 91

LIF 92,4

ECO 89,8

ENG 90,8

SOC 92,2

ENV 92,2

CAR 91,2

RI 92,2

CHE 91,8

PHY 91,2

MAT 91,6

LIF 92,2

ECO 90,6

ENG 91,8

SOC 92,8

ENV 92

CAR 90,8

RI 92,6

SE 2016 80,6

II. Cut-off notes European Fellowships: ST – CAR - RI 2014 2015 2016

Chemistry (CHE) 93,6

Physics (PHY) 93

Mathematics (MAT) 92,2

Life Sciences (LIF) 91,8

Economic Sciences (ECO) 92,4

ICT and Engineering (ENG) 93,8

SSciences & Humanities (SOC) 92,8

Earth & Environmental Sc (ENV) 93,4

CHE 94

PHY 93,4

MAT 91,6

LIF 93,8

ECO 94

ENG 93,8

SOC 93,6

ENV 93,6

CHE 93,6

PHY 92,6

MAT 88,6

LIF 92

ECO 94,4

ENG 93,6

SOC 95

ENV 93,6

II. Cut-off notes Global Fellowships: GF 2014 2015 2016

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2015 data includes signed grants from reserve list

II. IF EF 2016 Funded proposals per country

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2015 data includes signed grants from reserve list

II. IF GF 2016 Funded proposals per country

33

Figures based on IF 2014, 2015 and 2016 proposals

II. Researcher Age – Success Rate

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Figures based on IF 2014, 2015 and 2016 proposals

II. PhD – Success Rate

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II. Convocatoria MSCA IF 2015 III. Evaluation criteria: tips for a good proposal (IF 2017)

Evaluation Criteria

Threshold: 70%

No individual thresholds

Criteria Weight Priority

(ex.aequo)

Excellence 50% 1

Impact 30% 2

Implementation 20% 3

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III. MSCA IF 2017: Evaluation criteria

FORM B

TECHNICAL PROPOSAL

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III. Evaluation Criteria: Document 1 – PART B

• State of the art, specific objectives • Research methodology and approach • Originality and innovative aspects of the research

programme: advancements within the action field, novel approach or methods implemented

• Interdisciplinarity and gender aspects, if relevant

• How the ER will gain knowledge during the

fellowship at the institution • What skills will the ER transfer to the host

institution (important GF return phase) • Training activities: scientific + transferable skills

adquisition + secondment content (if applicable)

• Qualifications and experience of Supervisor • Hosting arrangements from a scientific perspective

• How the career development plan envisaged will contribute to reinforce the maturity/independence

• Info should match with CV provided in Document 2

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III. MSCA IF 2017: Excellence Quality and credibility of the

research/innovation project; level of novelty, appropriate consideration of

inter/multidisciplinary and gender aspects

Quality and appropriateness of the training and of the two way transfer of knowledge

between the researcher and the host

Quality of the supervision and of the integration in the team/institution

Capacity of the researcher to reach or re-enforce a position of professional

maturity/independence

III. MSCA IF 2017: RRI aspects

Engagement

Science Education Ethics

Open Access

Gender Equality

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Gender balance in decision making

processes Gender balance in

research teams at all levels

Gender dimension in research and innovation (R&I) content

III. Gender aspects

41

Gender Equality as a cross-cutting issue in Horizon 2020 and its three objectives: Gender dimension in Research & Innovation content Gender balance in decision-making in managing Horizon 2020 Gender balance and equal opportunities in project teams at all levels

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“The proposal is vague in terms of working

methods, theories and scientific

hypotheses.”

“The proposal does not present sufficient data

to assess the advantages and drawbacks of the

proposed methods.”

“The proposal does not provide sufficient

information to demonstrate that the research

project has the potential to be applied more

generally.”

“The proposed research is of very high quality

utilising cutting-edge approaches.”

““The training activities are well described

and have specific, important and credible

scientific objectives, complementing the

researcher’s background.”

“Scientific quality & originality are excellent”

“The project is original and innovative, and

the timeliness matches the European and

international research areas.”

“It is an innovative and very interesting proposal

with the potential to make a significant

contribution to the field.”

“The approach is perfectly suited to achieve the

objectives.”

III. Excellence section: strenghts and weaknesses

“The advancement of the state of the art that

the project is expected to make lacks detailed

justification.”

“The description of the training objectives

lacks detail.”

Describe the added value of the fellowship on teh future career opportunities: what new competences and skills will be acquired?

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III. MSCA IF 2017: Impact

Enhancing the potential and future career prospects of the

researcher

Quality of the proposed

measures to exploit and

disseminate the project

results

Quality of the proposed

measures to communicate

the project activities to

different target audiences

Engagement

Science Education Ethics

Open Access

Gender Equality

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III. MSCA IF 2017: RRI aspects

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Communication Dissemination

About the project and results About results only

Multiple audiences beyond the project's own community (include the media and the public)

Audiences that may use the results in their own work e.g. peers (scientific or the project's own community), industry and other commercial actors, professional organisations, policymakers

Inform and reach out to society, show the benefits of research

Enable use and uptake of results

Grant Agreement art. 38.1

Grant Agreement art. 29

Starts at the outset of the project When results are available

III. MSCA IF 2017: Communication vs. Dissemination

III. How to disseminate and communicate

Dissemination and Exploitation results (2.2): Scientific Community / Industry / Final Users

• Results: Scientific Papers, conferences, etc. When available

• Open Access + Open Data Pilot

Outreach and communication activities (2.3): society in general and other stakeholders

• Reaching a big audience (presentations at schools, seminars, visits to labs…). Looking for interactive activities.

• Inform the general public of the benefits / results of the research carried out (Night, EU Open Days, MSCA Ambassadors…)

Have a RRI (responsible research and innovation) approach in your project

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“The proposal clearly describes how the completion of the project and the acquired skills

will improve the career prospects of the applicant.”

"The proposal demonstrates convincingly how the fellowship will contribute to the

development of the applicant’s career, particularly in terms of international links and potential future international collaborations."

"Much of the work to be done is a continuation of previous work of the applicant, which limits its impact on

their career."

“It is not comprehensively explained in the proposal how the training provided

will influence the researcher's career development.”

III. Impact section: strenghts and weaknesses

“The relevance and quality of additional research training as well as of transferable skills

offered are clearly demonstrated.”

“The relevance and quality of

transferable skills offered are not

substantiated.”

“The outreach activities are described in

detail and include knowledge transfer to

undergraduate students, press articles and

workshops.”

“The outreach plan is rather vague

and lacks detail of how the public

would be engaged through each

activity.”

• WPs description (including non-scientific ones), lists of deliverables and milestones

• Secondments if applicable • Gantt Chart: visual and comprehensible

• Work planning and resources mobilised to reach objectives

• Indicate person-months

• Organisation and management structure, progress monitoring mechanisms

• Research and administrative risks

Infrastructures, logistivs, facilities offered (document 2 – Capacities of the participating organisations)

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III. MSCA IF 2017: Implementation

Coherence and effectiveness of the work plan

Appropriateness of the allocation of tasks and resources

Appropriateness of the management structure and

procedures, including risk management

Appropriateness of the institutional environment

(infrastructure)

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III. Implementation section: strenghts and weaknesses

“The work-plan is credible, comprehensive

and well-structured for both periods at the

outgoing and return institutes.”

“A very detailed work plan is given, which

includes milestones and deliverables.

Project is highly feasible and credible.”

“The technical objectives of the

implementation plan are clearly identified.”

“Despite the ambitious nature of the project

a credible timeline has been demonstrated.”

“Despite the clear contingency plan, aim 1

will be very challenging and the proposal

does not convincingly demonstrate that

sufficient time has been allocated for its

completion.”

“The work plan is presented in terms of

key events, but it is not clear 'how' these

will bemanaged, monitored and achieved.”

“A very ambitious project at an

appropriate institution, but the

description of actually how the desired

aims would be achieved is not very clear.”

“The overall work plan is overambitious.”

“The fellow will have access to outstanding

equipment, collaboration network and high

level academic associations.”

“The quality of the host's infrastructure is

not assessed against the specific needs

set out

for the execution of the project.”

Read the Call Documents:

Work Programme, Guide for Applicants, Horizontal Issues: Gender / Ethic Issues, etc, FAQ

Use the official template:

Include the information where requested, evaluators will look at all headings and sub-headings

“Una imagen vale más que mil palabras”: use visuals to provide global information at a glance.

Be aware of all criteria weight, it is not all about Excellence!

Ask for support:

Own institution: European Projects Offices / Transfer of Technology Offices / HR Departments

Evaluation Summary Reports (ESR) available

National Contact Points (+ doc. Compiled)

Do not leave it for the last minute!

Get familiar with the Participants´Portal

Upload a version, you will be able to rewrite it.

III. In a nutshell: When preparing a proposal

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II. Convocatoria MSCA IF 2015 IV. Documentation and useful links

52

IV. 2017 MSCA Calls: 838M€ / 6.162M€ H2020

Open now Open now

IV. MSCA - IF 2017: Key Concepts

53

RESEARCH EXPERIENCE Experienced Researchers (ER)

Submission deadline: 14/09/17

MOBILITY RULE Standard and Relaxed Mobility rules

Submission deadline: 14/09/17

WHO CAN PARTICIPATE Individuals: Restrictions on nationalities

Countries: MS, AC, Third Countries

HOW TO PARTICIPATE Institutions: Beneficiaries, Partner Organisations

Sectors: Academic and Non Academic

MSCA

54

IV. Eligibility Criteria Summary IF 2017

IV. Resources on gender issues /expertise

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http://ec.europa.eu/research/gendered-innovations/

"Gendered Innovations"

employs methods of sex and gender analysis to create new knowledge.

GenPORT On-line community of practionners for sharing knowledge and inspire collaboration www.genderportal.eu

Gender Toolkit http://www.yellowwindow.be/genderinresearch/

Cost Action GenderSTE http://www.genderste.eu

More videos: • Introduction to Gendered Innovations https://www.youtube.com/watch?v=aoGqpvO27QQ&feature=youtu.be • Definition of sex and gender & how sex and gender interact https://www.youtube.com/watch?v=nETPIfrIf0A&feature=youtu.be • Understanding gender dimension for MSCA projects https://www.youtube.com/watch?v=Hq4eWo30RfY

IV. Resources on Science Communication & Dissemination

• Communicating EU Research & Innovation - Guidance for project participant"

http://ec.europa.eu/research/participants/data/ref/h2020/other/gm/h2020-guide-comm_en.pdf

• The Plan for the Exploitation and Dissemination of Results in Horizon 2020

https://www.iprhelpdesk.eu/sites/default/files/newsdocuments/FS-Plan-for-the-exploitation-and-dissemination-of-results_1.pdf

• Outreach and Communication Activities in the MSCA under Horizon 2020

http://ec.europa.eu/assets/eac/msca/documents/documentation/publications/outreach_activities_en.pdf

• Guidelines on Open Access to Scientific Publications and Research Data in Horizon 2020

https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-pilot-guide_en.pdf

• Open Access in Horizon 2020

https://www.openaire.eu/h2020openaccess/

56 MSCA-IF-2017

¡Muchas gracias! Thank you!

USEFUL LINKS

• Research and Innovation Participants´Portal : http://ec.europa.eu/research/participants/portal/desktop/en/home.html

• Web and Blog Marie Curie Sklodowska-Curie Actions: http://mariecurieactions.blogspot.com.es/ - http://www.madrimasd.org/blogs/msca

• European Charter & Code: http://ec.europa.eu/euraxess/pdf/brochure_rights/eur_21620_es-en.pdf

• EURAXESS Spain: http://www.euraxess.es/ (noelia.romero@fecyt.es)

• Oficina Europea MEIC/FECYT: http://eshorizonte2020.es

Cristina Gómez

Cristina.gomez@oficinaeuropea.es

Oficina Europea MEIC / FECYT

Jesús Rojo

Jesus.rojo@madrimasd.org

Fundación para el Conocimiento Madri+d

SPANISH NATIONAL CONTACT POINTS MSCA