marie skłodowska-curie cofund - policy & objectives · work programme h2020-msca cofund guide...
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Date: in 12 pts Education
and Culture
Marie Skłodowska-Curie COFUND - policy & objectives
Martin Lange
European Commission
DG Education and Culture
Web-streaming training,
10 June 2014,
Education
and Culture
Co-funding of regional, national and international programmes to provide for
international, intersectoral and interdisciplinary research training
transnational and cross-sectoral mobility of researchers
Foster excellence in researchers' training, mobility and career development
COFUND - objectives
Education
and Culture
Enable research funders to align strategies and implementation practices with Horizon 2020 objectives in human resources development
Important principles set out by the EU for the human resources development in research:
European Charter for Researchers and Code of Conduct for the Recruitment of Researchers ('Charter and Code')
EU Principles for Innovative Doctoral Training
COFUND - objectives
Education
and Culture
Co-funding of
Doctoral programmes for early-stage researchers
Fellowship programmes for experienced researchers
COFUND - scope
Doctoral Programmes
Fellowship Programmes
Education
and Culture
Exploit synergies between EU actions and those at regional, national, and international level
Leverage funding for mobile researchers
Increase working / employment conditions of researchers
Combat fragmentation in terms of objectives, evaluation methods and working conditions
COFUND – expected impact
COFUND – H2020 vs FP7
Extension towards doctoral programmes
Funding model: EU contribution on basis of unit costs
Compliance with MSCA mobility rule for researchers (existing programmes may deviate if justified in proposal)
Employment contracts or other direct contracts with equivalent benefits (including social security coverage) allowed, fixed amount fellowships only permitted where national regulation prohibits the possibility of an employment contract
Researchers to be involved in public engagement activities
Education
and Culture
Main changes compared to FP7
COFUND – synergies with ESIF
Support regional policies by internationalisation of human resources in research
Possibility to support programmes that prioritise specific scientific disciplines based on smart specialisation strategies
Cost items other than living allowance and management (such as research costs, travel and mobility allowances, overheads) may be funded through other resources including EU programmes other than Horizon 2020 (e.g. ESIF)
Education
and Culture
Synergies with European Structural and Investment Funds (ESIF)
MARIE SKŁODOWSKA-CURIE ACTIONS
Implementation
Co-funding of Regional,
National and International Programmes (COFUND)
Alan Craig
Web-streaming training
10 June 2014
Key features
Budget: € 80 Million in 2014 (Doctoral Programmes: 30 Mio)
€ 80 Million in 2015 (Doctoral Programmes: 30 Mio)
Maximum € 10 Million per single applicant per call
Duration of projects: minimum 3 years, maximum 5 years (including
the time taken to publish calls and recruit researchers)
Fellowships: minimum 3 months
EU contribution to cover living allowances for researchers and
management costs. Rates fixed in the Work Programme.
Minimum living allowance fixed in the Work Programme
Key features
Each single application must only address the doctoral or
fellowship programme, but
More than one application can be submitted
Recruited researchers must respect the same mobility rule as IF
(for the fellowship programme) or ITN (for the doctoral programme).
Existing programmes can continue with own mobility rule if well-
justified.
Unless prohibited by national legislation all fellows, including doctoral
fellows, must be recruited on a work contract.
It is possible to COFUND 'part' of programme. For example, if in a
doctoral programme, there are some fellows who are not mobile then
we simply do not contribute to these fellows.
Fellowship Programme
• Recruited researchers must respect the same mobility rule as
Individual Fellowships
• Existing programmes can continue with own mobility rule if well-
justified.
• Fellows must be Experienced Researchers (PhD or 4 years
research experience)
Fellowship Programme
• Fellowships must be granted via regular calls for proposals,
internationally advertised and published, with fixed deadlines or
regular cut-off dates (max. 4 per year)
• Selection of researchers must follow an open, transparent, merit-
based, impartial and equitable procedure, based on international
peer review
• Typical appointment of researchers: from 12 to 36 months
• Candidates to the programmes should be able to submit proposals,
with the freedom to draft their research project and to choose
the host organisation in which they wish to carry out their research
work
Doctoral Programme
• Recruited researchers must respect the same mobility rule as
Innovative Training Networks
• Existing programmes can continue with own mobility rule if well-
justified.
• Fellows must be Early Stage Researchers (neither PhD nor 4
years research experience)
Doctoral Programme
• Selection of researchers must follow an open, transparent, merit-
based, impartial and equitable procedure.
• Vacancies must be internationally advertised and published.
• Appointment of researchers corresponding to typical time needed
to complete a PhD in the corresponding country.
• Candidates to the programmes should be given freedom to choose
among research projects of their preference.
Doctoral Programme
• Attention will be paid to qualitative and quantitative supervision and
mentoring arrangements as well as to career guidance.
• A supervisor with adequate experience must be appointed for each
researcher to provide the researchers with academic support and a
career plan.
• All fellows must be registered for a PhD
Who can apply?
COFUND is monobeneficiary
• Legal entities established in an EU Member State or Associated
Country that fund or manage doctoral programmes or
fellowship programmes for researchers.
• International European interest organisations that fund or
manage doctoral programmes or fellowship programmes for
researchers can also participate in this action.
Partner Organisations
• Possibility to add as many partner organisations as relevant for
the programme, from any country in the world
• Partner organisation include those who will host researchers.
• Collaboration with a wider set of partners, including from the non-
academic sector, which may provide hosting or secondment
opportunities or training in research or transferable skills, as well as
innovative elements of the proposed programme, will be positively
taken into account during the evaluations.
• Partner organisations which contribute to the programme funding
must provide a letter of commitment to be added to the Part B
proposal.
Award Criteria
Excellence (50%) Impact (30%) Implementation (20%)
Quality of the selection / recruitment
process for the researchers
(transparency, composition and
organisation of selection committees,
evaluation criteria, equal opportunity)
Enhancing research- and innovation-related
human resources, skills and working
conditions to realise the potential of
individuals and to provide new career
perspectives
Overall coherence, effectiveness
and appropriateness of the work
plan
Quality of the research options offered
by the programme in terms of science,
interdisciplinarity, intersectorality and level
of transnational mobility
Impact of the programme on aligning
practices at participating organisations with
principles set out by the EU for the human
resources development in research and
innovation
Appointment conditions of
researchers
Quality of career guidance and training,
including supervision arrangements,
training in transferable skills
Effectiveness of the proposed measures for
communication and results dissemination
of the programmes
Competence of the participant to
implement the programme
COFUND – EU contribution
Minimum amounts for monthly
living + mobility allowances:
• ESR: € 2597
• ER: € 3675
Other cost items may be funded
through other resources
(including ESIF funds)
Cost item
Total cost [€ per
person-month]
EU contribution [€
per person-month]
Living allowance 4800 2625
Mobility allowance 500
Research costs 500
Management
costs 600 325
Indirect costs 600
Total 7000 2950
Example (Fellowship programme – ER)
COFUND – EU contribution
To put the previous example in another way:
• The living allowance and management costs are 5400 EUR and the
EU contributes 2950 EUR to this
•The remaining 2450 EUR in this category can come from any source,
except EU funding.
•The mobility, research and indirect costs are 1600 EUR and these can
come from any source except H2020 (for example ESIF)
COFUND – EU contribution
NB
In the exceptional case where fellows are recruited on a stipend
the EU COFUND contribution to the living allowance is further
halved
Ethics in COFUND
All Cofunded programmes must operate under the ethics framework
of H2020
However, as the individual research projects are usually not known at
the time of application the evaluators will be instructed to assess
whether the proposed programme operates clear and high-level
ethics procedures
MARIE SKŁODOWSKA-CURIE ACTIONS
How to Submit Proposal
(SEP)
Co-funding of Regional, National and International
Programmes (COFUND)
David G. Pina
Web-streaming 10 June 2014
Key features
Main documents to be consulted:
Work Programme H2020-MSCA
COFUND Guide for Applicants
SEP user guide
Available on the Participant Portal under Call
documents
ECAS login is necessary
Participant Portal
ECAS Login
Funding Opportunities
Find a Call
COFUND Call Page
COFUND Call Page Submission Links
COFUND Main Page
Create a Draft Proposal
Create a Draft Proposal
Edit Proposal
Edit Part A
Edit Part A
Edit Part A
Edit Part A Validation
Download Part B word template
Edit Proposal
Submit Proposal
Submit your proposal early
Don't wait until final clean version is ready
Every new submission overwrites the previous one
Good Luck!