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MARIE SKŁODOWSKA-CURIE ACTIONS Individual Fellowships Applying for funding

MARIE SKŁODOWSKA-CURIE ACTIONS Individual Fellowships Applying for funding Tbilisi, 17 January 2017 Research Executive Agency Gabriela Chira Head of Sector. H2020-MSCA-IF-2017 Call opens 11 April 2017 Call closes 14 September 2017, 17:00 Brussels time

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MARIE SKŁODOWSKA-CURIE ACTIONS Individual Fellowships Applying for funding

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  1. MARIE SKŁODOWSKA-CURIE ACTIONS Individual Fellowships Applying for funding Tbilisi, 17 January 2017 Research Executive Agency Gabriela Chira Head of Sector

  2. H2020-MSCA-IF-2017 • Call opens 11 April 2017 • Call closes 14 September 2017, 17:00 Brussels time • Budget 248,70 million EUR Evaluation October – December 2017 • Information on the outcome of the evaluation February 2018 • Indicative date of signing the Grant AgreementsMay 2018

  3. Overview • - Project • - Award Criteria • - Proposal • - Submission system

  4. The project

  5. Action (Project) • - a concrete plan of training-through-research • - under the direct supervision of Supervisor The PLAN: Realistic and well-defined objectives in terms of: - career advancement or - resuming a research career after a break. Typical training-through-research activities may include: - Primarily research - Hands-on training for developing scientific (new techniques, instruments ..) and transferable skills(e.g. IPR management, exploitation of research results, task coordination, supervising & monitoring, grant application, gender issues ..) - Inter-sectoral and/or interdisciplinary transfer of knowledge(through secondments) - Organisation of scientific/dissemination events - Communication, outreach skills

  6. European Fellowships Applicants One experienced researcher applies with one host institution for a research project of 12 to 24 months Host Institution (future Beneficiary) - Any entity located in any MS or AC - Appoints the Supervisor - Recruits the experienced researcher (employment contract) Researcher - Must undertake transnational mobility - Nationality: any (exception for RI panel)

  7. European Fellowships • Specificities CAR For fellows resuming research after a career break Definition: not have been active in research for at least 12 months immediately prior to the deadline for submission of proposals (15/09/15 to 14/09/16) Professional status - clearly explained in the proposal, both in part A and B: e.g. unemployment, parental/sick leave, no fellowship/contract in research • RI • For EU fellows returning to Europe

  8. European Fellowships NEW! • Specificities • Society and Enterprise (S&E) • For fellows seeking to work in research in non-academic sector: • industry and business (including SMEs), • government, • civil society organisations (NGOs, trusts, foundations, etc.), • some cultural institutions, museums, • hospitals, • international organisations (like the UN or WHO), etc. • Earmarked budget of 10 million € • EU Validation Services ultimately determine the sector of every participating organisation

  9. Global Fellowships Applicants One experienced researcher applies with one host institution for a research project of 24 and 36 months(12-24 months initial outgoing phase in a Third Country + 12 months of mandatory return phase) Return Host Institution (future Beneficiary) - Any entity located in any MS or AC - Appoints the Supervisor - Recruits the experienced researcher (contract of employment) Same as in EF!

  10. Global Fellowships Partner organisation GF – Partners organisation in TC - Any entity located in a TC (not MS or AC) - Nominates a Supervisor for the researcher - Provides a signed Letter of Commitment* (in part B of the proposal) - DOES NOTsign the Grant Agreement - DOES NOTrecruit the researcher - DOES NOTdirectly claim costs from the action

  11. IF 2016 - Overview

  12. Evaluation

  13. IF – Evaluation criteria

  14. IF – Award criteria • Further Prioritization • if necessary, based on other appropriate characteristics that are * decided by the panel * related to the contribution of the proposal to the European Research Area and/or general objectives mentioned in the Work Programme • depends on available budget and call conditions

  15. The proposal

  16. Structure of proposals • Part B - Description of Action - • Part A - structured data - • APPLY

  17. IF – proposal Part A Proposals: submitted exclusively electronically, using the Participant Portal. Part A: administrative details Section 1 – General Information Section 2 – Administrative data of participating organisations (supervisor(s), researcher) Section 3 – Budget: information on the duration (person-months) to calculate the total requested EU contribution. Section 4 – Ethics: identifies any ethical aspects of the proposed work. Even if there are no issues, you must simply confirm that none of the ethical issues apply to the proposal. Section 5 – Call specific questions request declarations related to eligibility and personal data, together with questions on any secondment in Europe.

  18. IF – Structure of Part B DOCUMENT 1(13-PAGE LIMIT APPLIED) 3 PAGES: Start Page, Table of Contents, List of Participating Organisations MAX 10 PAGES, SECTIONS 1-3 ………………………………….……………………………………. 1. EXCELLENCE 2. IMPACT MAX 10 pages (min. font size 11) 3. IMPLEMENTATION STOP PAGE COUNT (MAX 10 PAGES SECTIONS 1-3) ………………………………………… DOCUMENT 2(NO OVERALL PAGE LIMIT APPLIED) 4. CV OF THE EXPERIENCED RESEARCHER 5. CAPACITIES OF THE PARTICIPATING ORGANISATIONS 6. ETHICAL ASPECTS 7. LETTER OF COMMITMENT OF PARTNER ORGANISATION (GF ONLY)

  19. Descriptors (keywords) NEW! • Scientific area & descriptors - guides REA to select experts and allocate proposals to them. • Number of descriptors chosen by applicants: from 3 to 5. • Applicants select the descriptors in order of importance:1st = the most important • Annex 6 of the GfA: Breakdown of scientific areas into a number of descriptors. • Applicants must: • 1) Select one of the 5 types of fellowship (EF-ST, EF-CAR, EF-RI, EF-SE, GF) • 2) Select the area of research (panel) (eg.: CHE), i.e. the core discipline of the proposal • 3) Within the most relevant sub-area of research (e.g.: C1-Synthetic Chemistry and Materials), select the first descriptor that best characterises the subject of the proposal • 4) Select the second descriptor within the same area of research (e.g.: CHE) • 5) Third descriptor: from any of the eight (8) areas of research is mandatory. • 6) If needed applicants may add further two (2) additional descriptors chosen freely.

  20. 1. Excellence 1.1 Quality and credibility of the research/innovation project; level of novelty, appropriate consideration of inter/multidisciplinary gender aspects Develop the proposal according to the following lines: • Introduction, state-of-the-art, objectives and overview of the action • Research methodology and approach: highlight the type of research and innovation activities proposed • Originality and innovative aspects of the research programme: explain the contribution that the project is expected to make to advancements within the project field. Describe any novel concepts, approaches or methods that will be employed. • The gender dimension in the research content (if relevant) • The interdisciplinarity aspects of the action (if relevant)  Argue why most likely to open up the best career possibilitiesfor the Experienced Researcher and new collaboration opportunities for the host organisation(s).

  21. 1. Excellence 1.2 Quality and appropriateness of the training and of the two way transfer of knowledge between the researcher and the host Describe the training that will be offered. Outline the two way transfer of knowledge between researcher and host institution: • Explain how the Experienced Researcher will gain new knowledge during the fellowship at the hosting organisation(s). • Outline the previously acquired knowledge and skills that the researcher will transfer to the host organisation. For Global Fellowships explain how the newly acquired skills and knowledge in the TC will be transferred back to the host institution in Europe during the return phase.

  22. 1. Excellence 1.3 Quality of the supervision and of the integration in the team/institution • Qualifications and experience of the supervisor (s) Supervisor(s): the level of experience, track record, international collaborations. • Hosting arrangements The Experienced Researcher should be well integrated all parties gain The nature and the quality of the research group/environment should be outlined, - measures taken to integrate the researcher in areas of expertise, disciplines - international networking opportunities that the host could offer. For GF - both phases should be described - practical arrangements in place to host; measures planned for the successful (re-)integration of the researcher.

  23. 1. Excellence 1.4 Capacity of the researcher to reach or re-enforce a position of professional maturity/independence Demonstrate  the proposed research and training will contribute to further professional development as an independent/mature researcher. How the host contribute to the advancement of their career  the following section of the European Charter for Researchers refers specifically to career development: Therefore, a careerdevelopment plan shouldnotbeincluded in the proposal, but itis a part of implementing the action in line with the European Charter for Researchers.

  24. 2. Impact 2.1 Enhancing the potential and future career prospects of the researcher Explain the expected: - impact of the planned research and training, and - new competences acquired during the fellowship on the career prospects of the Experienced Researcher after the fellowship.

  25. 2. Impact 2.2 Quality of the proposed measures to exploit and disseminate the project results The new knowledge generated by the action should be disseminated and exploited, e.g. communicated, transferred into other research settings or, if appropriate, commercialised. Senior researchers, in particular, are expected to take a lead in ensuring that research is fruitful and that results are either exploited commercially or made accessible to the public (or both) whenever the opportunity arises Pleasemakealsoreference to the "Dissemination & exploitation" section of the H2020 Online manual.

  26. 2. Impact 2.3 Quality of the proposed measures to communicate the project activities to different target audiences Communication and public engagement strategy of the action Please make also reference to the guidelinesCommunicating EU research and innovation guidance for project participants as well as to the "communication" section of the "H2020 Online Manual". Concrete plans for sections 2.2 and 2.3 must be included in the Gantt Chart (see point 3.1)

  27. 2. Impact 2.3 Quality of the proposed measures to communicate the project activities to different target audiences The following sections of the European Charter for Researchers refer specifically to public engagement and dissemination:

  28. 3. Implementation 3.1 Coherence and effectiveness of the work plan Describe the different milestones. The proposal should be designed in such a way to achieve the desired impact. A Gantt Chart should be included in the text where the following should be listed: - Work Packages description; - List of major deliverables; - List of major milestones; - Secondments if applicable. The schedule- in terms of number of months elapsed from the start of the action.

  29. 3. Implementation 3.2 Appropriateness of the allocation of tasks and resources The work planning and the resources mobilised will ensure that the research and training objectives will be reached. The amount of person-months are appropriate in relation to the activities proposed. 3.3 Appropriateness of the management structure and procedures, including risk management Describe the: - Organisation and management structure, as well as the progress monitoring mechanisms put in place, to ensure that objectives are reached; - Risks that might endanger reaching the action objectives and the contingency plans to be put in place should risk occur.

  30. 3. Implementation 3.4 Appropriateness of the institutional environment (infrastructure) - The active contribution of the beneficiary to the research and training activities should be described. For GF also the role of partner organisations in Third Countries for the outgoing phase should appear. Give a description of the main tasks and commitments of the beneficiary and partners (if applicable). - Describe the infrastructure, logistics, facilities offered in as far they are necessary for the good implementation of the action.

  31. 4. CV of the • EXPERIENCED RESEARCHER 4. CV of the Experienced Researcher - limited to maximum 5 pages - should include the standard academic and research record - research career gaps and/or unconventional paths should be clearly explained so that this can be fairly assessed by the independent evaluators. - provide a list of achievements and this may include, if applicable: 1. Publications in major international peer-reviewed multi-disciplinary scientific journals and/or in the leading international peer-reviewed journals, peer-reviewed conference proceedings and/or monographs of their respective research fields, indicating also the number of citations (excluding self-citations) they have attracted. 2. Granted patent(s). 3. Research monographs, chapters in collective volumes and any translations thereof. 4. Invited presentations to peer-reviewed, internationally established conferences and/or international advanced schools. 5. Research expeditions that the Experienced Researcher has led. 6. Organisation of International conferences in the field of the applicant (membership in the steering and/or programme committee). 7. Examples of leadership in industrial innovation. 8. Prizes and Awards.

  32. 5. CAPACITIES OF THE PARTICIPATING ORGANISATIONS • All organisations must complete the capacity record table:

  33. Help • H2020 manual

  34. Marie Skłodowska-Curie Actions • Horizon2020 • SEP Submission

  35. Key features • Main documents to be consulted: • Guide for Applicants • SEP user Guide • Both available on the Participant Portal* • under Call documents • *"EU login" is necessary

  36. Participant Portal

  37. EU Login-External

  38. EU Login (former ECAS)

  39. Funding Opportunities

  40. Find a Call

  41. IF Call – search action/ • topic

  42. IF Call Page • Submission Links

  43. IF – EF-ST • Confirmation

  44. Create a • Draft Proposal

  45. Manage your • Related Parties - EF

  46. Manage your • Related Parties - GF

  47. Edit Part A

  48. Edit Part A • Abstract

  49. Edit Part A

  50. Edit Part A • Descriptors • The applicants should choose the scientific area and descriptors (keywords) carefully since this will guide the REA in the selection of the most appropriate experts for the proposal evaluation • The descriptors should be selected in order of importance, the first being the most important

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