marie curie individual schemes – fellowships and reintegration grants workshop at university of...
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Marie Curie Individual Marie Curie Individual Schemes – Fellowships and Schemes – Fellowships and Reintegration GrantsReintegration GrantsWorkshop at University of Limerick, 5 June 2008
Dr. Dagmar M. Meyer Marie Curie National Contact Point
www.iua.ie
Thursday, 5 June 2008 An Irish Universities Association Presentation 2
Outline of the presentation
• Marie Curie Actions – Individual actions in FP7– Other opportunities within the Marie Curie
programme (FP6 projects, COFUND scheme)
• Hints for the proposal preparation– Evaluation criteria– Things to keep in mind
Thursday, 5 June 2008 An Irish Universities Association Presentation 3
Part 1
• Marie Curie Actions – Intra-European and International Outgoing / Incoming
Fellowships (IEF, IOF & IIF)– European and International Reintegration Grants (ERG & IRG)
– Other opportunities within the Marie Curie programme (vacancies in FP6 projects, COFUND scheme)
Thursday, 5 June 2008 An Irish Universities Association Presentation 4
Policy background
• Human resources a key element of the Lisbon Agenda aimed at making Europe “the most dynamic knowledge based economy in the world, with more and better jobs and greater social cohesion”
• Need for more and better trained researchers in order to create a European Research Area
Thursday, 5 June 2008 An Irish Universities Association Presentation 5
Key objectives of European initiatives
• Increase attractiveness of research careers in Europe:– Encourage people to become/remain researchers– Encourage people to conduct research in Europe
• Create a European labour market for researchers– Facilitate transnational and intersectoral mobility– Create supportive framework conditions– Provide appropriate training for sustainable careers
• Complement and strengthen links to national systems
Thursday, 5 June 2008 An Irish Universities Association Presentation 6
People Programme in FP7 (2007 – 2013)
• FP7 overall budget € 48bn
• People (Marie Curie) Programme € 4.727bn– On average € 675m per year (in FP6: € 425m)– Ireland’s success in FP6: € 59m = ~30% of FP6
total for a programme of 9% of total budget
• European Research Council € 7.5bn
Thursday, 5 June 2008 An Irish Universities Association Presentation 7
Overview of the Marie Curie Actions
Initial training of researchersMarie Curie Initial Training Networks (ITN)
Life-long training and career developmentMarie Curie Intra-European Fellowships (IEF)
European Reintegration Grants (ERG)Co-funding of regional/national/international programmes (COFUND)
Industry-academia pathways and partnershipsMC Industry-Academia Pathways and Partnerships Scheme (IAPP)
International dimensionMC International Outgoing and Incoming Fellowships (IOF / IIF)
MC International Reintegration Grants (IRG)International Research Staff Exchange Scheme (IRSES)
Specific actionsResearchers’ Night (NIGHT), other specific actions
Thursday, 5 June 2008 An Irish Universities Association Presentation 8
Budget breakdown for 2008
Calls on 2008 budget, total € 483.16m : € 6.02 1.2%€ 25m
5.2%
€ 8.1m1.7%
€ 185m38.3% *
€ 75m15.5%
€ 25m5.2%
€ 45m9.3%
€ 7m1.4%
€ 17m3.5%
€ 25m5.2%
€ 65m13.5%
ITN
IEF
ERG
COFUND
IAPP
IOF
IIF
IRG
IRSES
Spec. Act.
Evaluators
* ITNs: plus € 145 m (?) from the 2009 budget
Thursday, 5 June 2008 An Irish Universities Association Presentation 9
Individual Fellowships and Grants
• “Life-long Training and Career Development”– Intra-European Fellowships for Career
Development (IEF)– European Reintegration Grants (ERG)
• “International Dimension”– International Outgoing Fellowships (IOF)– International Incoming Fellowships (IIF) – International Reintegration Grants (IRG)
• Next deadline / cut-off date:– Fellowships: 19 August 2008– Reintegration Grants: 8 October 2008
Thursday, 5 June 2008 An Irish Universities Association Presentation 10
General principles
• Focus is on the researcher’s career development (exception IIF: transfer of knowledge to European host institution)
• Open to all disciplines – from Natural Sciences to Social Sciences and Humanities
• Bottom-up – no pre-defined topics or priority areas• Free choice of host institution from public or private
sector • No age limits – what counts is level of experience• Provisions for appropriate work/life balance (split stays,
maternity/parental leave etc.)
Thursday, 5 June 2008 An Irish Universities Association Presentation 11
Basic definitions: individual actions
• Intra-European/International Fellowships and Reintegration Grants are individual actions:– Individual researcher applies jointly with host institution– Duration at least 1 year for fellowships, 2 years for
reintegration grants– Grant agreement between Commission and host
institution, for fellowships then work contract (or stipend agreement) between host and fellow
– Fellowship/grant bound to individual (no replacement)
Thursday, 5 June 2008 An Irish Universities Association Presentation 12
Basic definitions: level of experience
• Experienced Researcher (ER):– Either in possession of a doctoral degree– Or at least 4 years of research experience (full-time
equivalent) since degree qualifying them to embark on a doctorate
• All Marie Curie Individual Actions are for Experienced Researchers only! Relevant date is deadline for submission of proposals.
Thursday, 5 June 2008 An Irish Universities Association Presentation 13
Basic definitions: MS/AC/TC
• 27 Member States (MS)
• 11 Associated Countries (AC) – Iceland, Liechtenstein, Norway, Israel, Switzerland,
Croatia, FYR Macedonia, Serbia, Turkey, Albania, Montenegro
• Third Countries (TC)– More than 140 International Cooperation Partner
Countries (ICPC)– Other Third Countries (OTC)
Thursday, 5 June 2008 An Irish Universities Association Presentation 14
Basic definitions: host institutions
• Organisations that are actively involved in research:– Universities/Institutes of Technology – Private and public research institutes– Companies big and small– International Organisations (CERN, UNESCO, …)– The European Commission’s Joint Research Centre– NGO’s– Etc.
Thursday, 5 June 2008 An Irish Universities Association Presentation 15
Basic definitions: mobility requirements (fellowships)
• Fellow has not been resident in the host country for more than 12 months within the last 3 years
• Fellow does not have the nationality of the host country. Special rules in case of: – Dual citizenship– European researcher returning from a third country– Third Country researcher having resided in Europe for
a long time– International organisations as host institutions
Thursday, 5 June 2008 An Irish Universities Association Presentation 16
Intra-European Fellowships
• For the career development and competence diversification of experienced researchers (with or without PhD, from post-doc to senior researcher)
• Nationals of MS/AC or “assimilated nationals” • Any topic, any host institution in a MS/AC (could
be a company!)• Transnational mobility is a must• Duration 1 – 2 years
Thursday, 5 June 2008 An Irish Universities Association Presentation 17
International Outgoing Fellowships
• To reinforce the international dimension of the career of experienced researchers who are nationals of a MS/AC
• Two phases (fellowship covers both phases): – Outgoing phase (1 – 2 years) for training and career
development in any Third Country institution– Mandatory return phase (1 year) in distinct legal entity
in MS/AC for reintegration and knowledge transfer
• Grant agreement is with the return host (responsible for return of the fellow)
• Transnational mobility is a must
Thursday, 5 June 2008 An Irish Universities Association Presentation 18
International Incoming Fellowships
• To reinforce scientific excellence of MS/AC by attracting top-class experienced Third Country researchers
• Enhance possibility for future collaborations• One or two phases:
– incoming phase (1 – 2 years) in any MS/AC (fellowship)– optional return phase in country of origin (max 1 year) if
researcher is a national of an ICPC country (€15,000/year towards research costs)
• Grant agreement with European and return host• Transnational mobility is a must
Thursday, 5 June 2008 An Irish Universities Association Presentation 19
European Reintegration Grants
• Following a Marie Curie fellowship of at least 18 months duration (could be a host fellowship!); application up to 6 months after end of initial fellowship
• For ERs from MS/AC or “assimilated nationals”• Grants provide support to the longer-term
(re-)integration in any MS/AC institution– Contribution to the research and/or salary costs
during 2 – 3 years (€15,000/year)– Host institution must provide adequate work contract
for at least the duration of the project– Mobility not mandatory
Thursday, 5 June 2008 An Irish Universities Association Presentation 20
International Reintegration Grants
• For ERs from MS/AC who have spent at least three years outside MS/AC and not more than 12 months within last three years in MS/AC
• Grants provide support to the longer-term (re-)integration in any MS/AC institution– Contribution to the research and/or salary costs
during 2 – 4 years (€25,000/year)– Host institution must provide evidence that researcher
gets effectively reintegrated– Researcher should normally not yet have returned to
research in MS/AC (exceptions in well justified cases)
Thursday, 5 June 2008 An Irish Universities Association Presentation 21
Work-life balance
• Split stays are possible– Should be integrated and justified in original work plan
• Temporary suspension (for personal, family or professional reasons) can be requested later if unforeseen at time of grant agreement– Always granted in case of maternity/parental leave
(augmentation of Community contribution only if payments mandatory under national law)
• In principle, fellowships are on a full-time basis– Exceptionally, part-time work and corresponding
extension can be granted in case of personal or family reasons (total Community contribution will not be augmented)
Thursday, 5 June 2008 An Irish Universities Association Presentation 22
Success rates in first Marie Curie calls in FP7
• Intra-European Fellowships: 25.3% (1701 proposals)
• International Outgoing Fellowships: 30% (341 proposals)
• International Incoming Fellowships: 23.3% (571 proposals)
• European Reintegration Grants: – First cut-off 2007: 93.5% (49 proposals)– Second cut-off 2007: 93.6% (68 proposals)– First cut-off 2008: 67 proposals
• International Reintegration Grants: – First cut-off 2007: 89.8% (136 proposals)– Second cut-off 2007: 43.1% (180 proposals)– First cut-off 2008: 182 proposals
Thursday, 5 June 2008 An Irish Universities Association Presentation 23
Allowances to the researchers (fellowships)
• Living allowance (including all mandatory deductions) – basic rate submitted to country-specific coefficient (IE:113.3, UK:109.2, FR:104.4, DE:101.5, ES: 95.5, EL:90.1, …,US:100.5, CA:90.6, MX: 70.2)
Experience level Employment contract (€/year) Stipend (€/year)
ER with up to 10 years exp. 53,000 26,500
ER with >10 years exp. 79,500 39,750
• Mobility allowance (€500/€800 monthly, depending on family situation at deadline; country coefficient applies)
• Travel allowance (€250 - €2500 every 12 months, depending on distance)• Career exploratory allowance (€2,000 once, only for IEF)
Thursday, 5 June 2008 An Irish Universities Association Presentation 24
Contribution managed by the host institution (fellowships)
• “Participation expenses of researchers” managed by host institution to cover research and training activities of fellows (conference attendance, training actions, research costs, membership in professional associations, etc.) – €500 per fellow-months for non-laboratory based
projects– €800 per fellow-months for laboratory based projects– does not apply to reintegration grants and return
phase of IIF
Thursday, 5 June 2008 An Irish Universities Association Presentation 25
Contributions to the host institutions (fellowships)
• Management activities– max. 3 % of total Community contribution
• Overheads– 10 % of direct costs except subcontracting
Thursday, 5 June 2008 An Irish Universities Association Presentation 26
Indicative timetable for Individual Fellowships
Publication of call 19 March 2008
Submission deadline 19 August 2008
Evaluation of proposals October 2008
Evaluation Summary Reports sent to proposal coordinators
End of November 2008
Invitation for contract negotiations December 2008
Letter to unsuccessful candidates From December 2008
Signature of first contracts From March 2009
Thursday, 5 June 2008 An Irish Universities Association Presentation 27
Indicative timetable for Reintegration Grants
Publication of call 30 November 2007
Next cut-off date 8 October 2008
Evaluation of proposals November 2008
Evaluation Summary Reports sent to proposal coordinators
December 2008
Invitation for contract negotiations December 2008
Letter to unsuccessful candidates January 2009
Signature of first contracts From March 2009
Thursday, 5 June 2008 An Irish Universities Association Presentation 28
More information
Official website of the FP7 “People” (Marie Curie) programme on CORDIS
(information on calls, work programme, guide for applicants, etc.):
http://cordis.europa.eu/fp7/people/
Thursday, 5 June 2008 An Irish Universities Association Presentation 29
Opportunities from FP6
Many projects from FP6 are still running: Transfer of Knowledge,
Research Training Networks, Early Stage Training, Excellence Teams, …
For vacancies visit:
http://mc-opportunities.cordis.lu
Thursday, 5 June 2008 An Irish Universities Association Presentation 30
COFUNDed programmes
• Funding organisations from across Europe have applied for cofunding of their schemes by Marie Curie COFUND action
• First information received by Irish proposers very positive, but no definitive results available yet
• Watch the Irish FP7 portal for news! www.fp7ireland.com
Thursday, 5 June 2008 An Irish Universities Association Presentation 31
Key contacts
IUA Marie Curie Office – National Contact PointDr. Dagmar Meyer ([email protected])
Dr. Conor O’Carroll ([email protected])
01 676 4948
Enterprise Ireland – National Contact PointFocus on Industry - Bill Kee
01 808 2277
Thursday, 5 June 2008 An Irish Universities Association Presentation 32
Part 2
• Hints for the proposal preparation:– Evaluation process and criteria
– Things to keep in mind when writing your proposal
Thursday, 5 June 2008 An Irish Universities Association Presentation 33
Proposal preparation – first steps
• Download all the necessary documentation• Do your homework – background reading!
(Rules of the programme but also some policy background)
• Establish contacts with your chosen host institution / supervisor well ahead of time (financial support for preparatory meetings etc. available from Enterprise Ireland)
• Jointly develop a realistic research and training / transfer of knowledge project
• Arrange for up to three referees’ assessments
Thursday, 5 June 2008 An Irish Universities Association Presentation 34
Submission procedure
• Only electronic submission using EPSS (Electronic Proposal Submission Service)
• Proposal has two parts:– Part A: administrative information about proposal,
applicant and host institution (prepared forms)– Part B: free text covering a number of predefined
aspects of the project, limited number of pages (prescribed font size and margins), limited size of pdf-file
• Deadline is STRICTLY enforced
Thursday, 5 June 2008 An Irish Universities Association Presentation 35
Evaluation criteria – basic principles
• Evaluation according to criteria provided in the Guide for Applicants
• Different criteria carry different weights• Thresholds for some evaluation criteria• Overall threshold is 70% • All issues need to be addressed! Competition is
fierce – don’t waste your chances.• Always keep in mind the objectives of the
activity!
Thursday, 5 June 2008 An Irish Universities Association Presentation 36
Evaluation process
• All proposals undergo initial eligibility check• Evaluation by at least three experts from an international
pool (not all experts are exactly from your field of speciality!!)
• Proposals that miss a threshold are rejected• Remaining proposals are ranked within each panel• All applicants receive evaluation summary report (very
useful for re-submission!!)• Distribution of funding to different panels in proportion to
proposals submitted • Reserve lists in case of late withdrawal etc.
Thursday, 5 June 2008 An Irish Universities Association Presentation 37
Individual Fellowships –Part B
• Evaluation criteria and thresholds (overall threshold 70%):
criterion weight threshold
S & T Quality 25% 3/5
Training (IEF/IOF) Transfer of Knowledge (IIF)
15% IEF/IOF: 3/5 IIF: none
Researcher 25% 4/5
Implementation 15% none
Impact 20% none
Thursday, 5 June 2008 An Irish Universities Association Presentation 38
Individual fellowships – S&T Quality
• Scientific/technological quality, including any interdisciplinary and multidisciplinary aspects of the proposal
• Research methodology • Originality and innovative nature of project, and
relationship to the ‘state of the art’ of research• Timeliness and relevance of project • Host scientific expertise in the field• Quality of the group/supervisors
• Weight: 25%, Threshold: 3/5
Thursday, 5 June 2008 An Irish Universities Association Presentation 39
Individual fellowships – Training (IEF & IOF)
• Clarity and quality of the research training objectives for the researcher
• Relevance and quality of additional scientific training as well as of complementary skills offered
• Host expertise in training experienced researchers in the field and capacity to provide mentoring / tutoring
• Weight: 15%, Threshold: 3/5
Thursday, 5 June 2008 An Irish Universities Association Presentation 40
Individual fellowships – Transfer of Knowledge (IIF)
• Potential of transferring knowledge to European host and/or bring knowledge to Europe
• Clarity and quality of the transfer of knowledge objectives
• Weight: 15%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 41
Individual fellowships – Researcher (IEF & IOF)
• Research experience• Results including patents/publications/teaching
etc. taking into account the level of experience• Independent thinking and leadership qualities • Match between the fellow’s profile and project • Potential to acquire new knowledge• Potential for reaching a position of professional
maturity
• Weight: 25%, Threshold: 4/5
Thursday, 5 June 2008 An Irish Universities Association Presentation 42
Individual fellowships – Researcher (IIF)
• Research experience• Results including patents/publications/teaching
etc. • Independent thinking and leadership qualities,
and capacity to transfer knowledge • Match between the fellow’s profile and project
• Weight: 25%, Threshold: 4/5
Thursday, 5 June 2008 An Irish Universities Association Presentation 43
Individual fellowships – Implementation
• Quality of infrastructure/facilities and international collaborations of host
• Practical arrangements for the implementation and management of the scientific project
• Feasibility and credibility of the project, including work plan
• Practical and administrative arrangements, and support for the hosting of the fellow
• Weight: 15%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 44
Individual fellowships – Impact (IEF & IOF)
• Potential of acquiring competences during fellowship to improve the prospects of reaching and/or reinforcing a position of professional maturity, diversity and independence, in particular through exposure to complementary skills training
• Contribution to the career development, or re-establishment, where relevant
• Contribution to European excellence and competitiveness
• IOF: Potential for creating long-term collaborations and mutually beneficial co-operation between Europe and the third country
• Weight: 20%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 45
Individual fellowships – Impact (IIF)
• Potential for creating long-term collaborations and mutually beneficial co-operation between Europe and the third country
• Contribution to European excellence and competitiveness
• Contribution to the socio-economic development of the developing countries or emerging and transition economies by transfer of knowledge and human capacity building (where relevant)
• Weight: 20%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 46
Reintegration Grants –Part B
• Evaluation criteria and thresholds (overall threshold 70%):
criterion weight threshold
S & T Quality 30% 3/5
Researcher 30% ERG: none
IRG: 3/5
Implementation 20% none
Impact 20% none
Thursday, 5 June 2008 An Irish Universities Association Presentation 47
Reintegration Grants – S&T Quality
• Scientific/technological quality, including any interdisciplinary and multidisciplinary aspects of the proposal
• Research methodology • Originality and innovative nature of project, and
relationship to the ‘state of the art’ of research in the field
• Timeliness and relevance of project
• Weight: 30%, Threshold: 3/5
Thursday, 5 June 2008 An Irish Universities Association Presentation 48
Reintegration Grants – Researcher
• Research experience• Scientific and technological quality of previous
research (for ERG: during the Marie Curie Fellowship)
• Independent thinking and leadership qualities • Match between the fellow’s profile and project • IRG: Benefit to the career of the researcher from
the period of reintegration
• Weight: 30%, Threshold: 3/5 (only for IRG)
Thursday, 5 June 2008 An Irish Universities Association Presentation 49
Reintegration Grants – Implementation
• Quality of host organisation, including adequacy of infrastructure/facilities
• Feasibility and credibility of the project, including work plan
• Practical arrangements for the implementation and management of the scientific project
• Weight: 20%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 50
Reintegration Grants – Impact (ERG)
• Benefit to the career of the researcher from the period of reintegration
• Capacity to develop lasting cooperation with previous country of the Marie Curie Fellowship (if relevant)
• Potential of transferring knowledge to host• Potential and quality of lasting professional
integration (expected length of work contract, expected career development)
• Weight: 20%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 51
Reintegration Grants – Impact (IRG)
• Potential of transferring knowledge to host• Capacity to develop lasting cooperation with the
third country• Contribution to scientific excellence by attracting
a first class researcher• Contribution to European excellence and
competitiveness• Potential and quality of lasting professional
integration (expected length of work contract, expected career development)
• Weight: 20%, Threshold: none
Thursday, 5 June 2008 An Irish Universities Association Presentation 52
Hints for a successful proposal
• Work closely with your chosen supervisor / scientist in charge – this is a JOINT application
• Follow the guide for applicants and address all issues mentioned in the explanatory notes
• Plan your writing - focus on one section at a time, but keep the “overall picture” in mind
• Don’t be repetitive – the same issue may appear in various sections, but from different perspectives, so don’t simply cut-and-paste!
• Be concise and observe the page limit
Thursday, 5 June 2008 An Irish Universities Association Presentation 53
Hints for a successful proposal
• Stick to the structure suggested in the guide for applicants – keep the evaluators happy!
• The evaluators may not all be world experts in exactly the area of your proposal – avoid using very specific jargon and acronyms
• Provide the evaluators with evidence for your claims, but avoid external resources (links to websites etc.)
• Graphics and charts can be very helpful, but don’t overdo it! Make sure they are readable in black & white.
Thursday, 5 June 2008 An Irish Universities Association Presentation 54
Hints for a successful proposal
• Get a colleague to read through your proposal and do a “mock evaluation”
• If in doubt, ask your National Contact Point for clarification!
• If you want to avail of our pre-submission proposal check, allow enough time for feedback.
• Regularly upload preliminary versions of your proposal, and don’t forget to hit “submit”!
• Keep the deadline - 5pm Brussels time means 4pm Irish time!!