Marie Curie Actions – in the 6. Framework Programme –

1. Marie Curie Actions– in the 6. Framework Programme – Viola Tegethoff, MPG-Brussels Office

2. FP 6 - Activities and Instruments

3. Marie Curie Actions · FP 6 Profile of Fellows Chairs Advanced Lifelong Training and Excellence Teams Awards Intra-European Fellowships InternationalFellowships ≥4 years experience or Ph.D. Transfer of Knowledge Return and Reintegration Host Fellowships for Transfer of Knowledge Development Scheme Industry-Academia Partnership Research Training Networks < 4 years experience Conferences and Training Courses Early Stage Training Host Fellowships for Early Stage Research Training Source: A rough guide to the Marie Curie Actions

4. Marie Curie Actions · Deadlines 2005-2006

5. Marie Curie Actions · Evaluation / ex. Excellence Grants

6. Marie Curie Actions · What‘s new in FP 6 • Marie Curie Actions = Mobility Programme • The programme is open to scientists from Third Countries • Marie Curie ‚Label‘ • No age limit, but based on experience and expertise • Return Mechanisms (incl. mechanisms to reintegrate European world-class researchers in Europe) • Promoting Excellence

7. Marie Curie within FP 6 – Definitions, I Scientists • early stage researchers:This refers to researchers at the beginning of their research career with less than four years' active research experience  e.g. graduates, researchers undertaking a doctoral degree • experienced researchers:This applies to researchers with more than four years of active research experience or those with a doctorate degree.  e.g. Post-docs, Habilitanden • Very experienced researchers:This refers to researchers with at least 10 years of active research experience Institutions • Organisations, which are actively involved in research and/or research training  e.g. universities, research bodies, enterprises (incl. SME)

8. Marie Curie within FP 6 – Definitions, II Who can participate: • Nationals and institutions from • Member States of the European Union (MS) • Associated Candidate Countries (AS): Bulgaria, Romania, Turkey • Associated Countries to the FP6: Iceland, Israel, Liechtenstein, Norway, Switzerland, • Persons (and institutions) of third countries, e.g. GUS-States, Asia, Africa, North- and South America, Australia • International European interest organisations (e.g. EMBL, EMBO) and international organisations

9. Marie Curie within FP 6 – Definitions, III Special conditions: • “assimilated nationality”: Non-nationals from MS / AS having legally resided and having had their main activity (work, studies, etc.) for at least 4 of the last 5 years (at the start of their fellowship) in MS / AS, are treated as to nationals of the Member/Associated State in which they have resided the longest. • Example: A Japanese applicant submitting a proposal on February 2004 with the following history: February 1999-September 2000 resided in Germany October 2000-October 2002 studied in France November 2002-February 2004 worked in HungaryAccording to the mobility rules s/he could not apply to go to France (“assimilated” nationality), nor Hungary (more than 1 year in the past 3) but could apply to go to any other MS /AS (including Germany)

10. Marie Curie within FP 6 – Definitions, IV Special conditions: • Holders of Multiple Nationalities: a national holding more than one nationality may carry out a period of mobility in the country of his/her nationality in which s/he has not resided during the previous 5 years (short stays such as holidays are not taken into account) • Example: A Turkish/ German national who is residing in Great Britain and studied in Germany for 3 years in 1995-98.May apply for a fellowship in Germany in 2004.

11. Marie Curie within FP 6 – Definitions, V What is meant by mobility? • The researcher should not be a national of the state in which s/he plans to move and carry out research. • The researcher has not lived, worked or studied in that country for more than 12 months out of the three years immediately prior to either the time of application, or the start of work. The »bottom-up« approach for all MC activities: • Open to all research areas and research topics condition: the work/project must contribute to the aims of the European Community

12. Marie Curie within FP 6 – Definitions, VI What is meant by „host-driven activities“? • In this category, organisations may submit proposals to the Commission. Host-driven actions will provide structured training for researchers in the early stages of their career and will enable the development and transfer of competencies in research. What is meant by „individual-driven activities“? • In this case, an individual researcher may prepare and submit the proposal together with a hosting institution. The aim of these actions is to help experienced researchers to develop specialised or complementary knowledge and expertise to achieve independence. Early stage researchers (< 4 years of research experience) can‘t submit proposals to the COM!

13. Marie Curie within FP 6 – Definitions, VII The concept of panels The Marie Curie-proposals are evaluated in 7 panels: • Chemistry (CHE) • Social and Human Sciences (SOC) • Economic Sciences (ECO) • Engineering sciences (ENG) • Environment and geosciences (ENV) • Life sciences (LIF) • Mathematics and information sciences (MAT) • Physics (PHY)

14. Marie Curie Actions · Host driven actions 1) Host-driven actions • Marie Curie Research Training Networks (RTN) = research training within the frame of an international research project • Marie Curie Host Fellowships for Early Stage Research Training (EST) = comparable to Max Planck International Research Schools • Marie Curie Host Fellowships for Transfer of Knowledge (ToK) • Marie Curie Conferences and Training Courses • 2) Individual-driven actions • 3) Excellence promotion and recognition • 4) Return and Reintegration Mechanisms

15. Marie Curie Research Training Networks (RTN)

16. Marie Curie Research Training Networks (RTN) Job opportunities for Graduates / Doctoral candidates

17. Marie Curie Actions · Financing • Payments are always made to the host institution representing the contractual partner of the European Commission (COM) • The institution is in charge of its forwarding • The scientist receives his/her COM-contribution from the host institution, with which he/she has to conclude a contract

18. Marie Curie Host driven actions · Financing For the researcher • Monthly living allowance: a basic monthly amount to be paid according to qualification of the researcher (+ correction factor) • Early stage researcher: 30.550 €/ p.a. (employment contract) 15.275 €/ p.a. (fixed-amount stipend) • experienced researcher: 47.000 €/p.a. (employment contract) 23.550 €/p.a., (fixed-amount stipend) • Mobility allowance: monthly payment of a fixed amount to cover expenses related to the mobility • 500€/month + correction factor for a researcher without family charges. • 800€/month + correction factor for a researcher with family charges • Yearly travel allowance: fixed amount based on the distance between the two locations • e.g. <500 km: 250 €; 500-1000 km: 500 € • Career exploratory award: one single payment of 2000 € / fellow for the researcher to attend job interviews, additional courses, etc. • Contribution for expenses related toparticipation of the researcher in research and trainingactivities: monthly fixed amount for research related costs, meetings, conference attendance, etc. • 250 €/M. (for non-laboratory based research projects) • 500 €/M. (for laboratory based research projects)

19. Marie Curie Host driven actions · Financing For the institution • Contribution to the research/ training/ transfer of knowledge programme expenses:normally on the basis of real expenses up to a maximum amount per researcher month • For RTN:Contribution to the expenses related to the co-ordination between partners (meetings, conferences, joint training actions, detachment of staff, etc ); for all participating researchers of the host institutions, which are not financed by the Marie Curie-Activity) • Contribution to management activities (including audit certificates):max. 7% of the total Community contribution • Contribution to overheads:max. 10% of the direct costs

20. Marie Curie · Individual-driven actions 1) Host-driven actions • Intra-European Fellowships (EIF) • International Incoming Fellowships (IIF) • Outgoing Incoming Fellowships (OIF) • 3) Excellence promotion and recognition • 4) Return and Reintegration Mechanisms 2) Individual-driven actions

21. Marie Curie Intra-European Fellowships (EIF) from and to Member States (MS) and Associated States (AS)

22. Marie Curie Outgoing International Fellowships (OIF), 1  from Member State (MS) and Associated State (AS) to a Third Country (e.g. USA, Japan, Canada, Argentina, etc.)  compulsory return phase

23. Marie Curie Outgoing International Fellowships (OIF), 2

24. Marie Curie Incoming International Fellowships (IIF), 1 Promising scientists from Third Countries to Member State (MS) and Associated State (AS)Possibility of a re-integration grant for scientists from developing countries

25. Marie Curie Incoming International Fellowships (IIF), 2

26. Marie Curie Actions · Financing • Payments are always made to the host institution representing the contractual partner of the European Commission (COM) • The institution is in charge of its forwarding • The scientist receives his/her COM-contribution from the host institution, with which he/she has to conclude a contract

27. Marie Curie Individual driven actions · Financing For the researcher • Monthly living allowance: a basic monthly amount to be paid according to qualification of the researcher (+ correction factor) • experienced researcher: 47.000 €/p.a. (employment contract) 23.500 €/p.a. (fixed-amount stipend) • very experienced researcher : 70.500 €/p.a. (employment contract) 33.500 €/p.a. (fixed-amount stipend) • Mobility allowance: monthly payment of a fixed amount to cover expenses related to the mobility • 500 € /month + correction factor for a researcher without family charges • 800 € /month + correction factor for a researcher with family charges • Yearly travel allowance: fixed amount based on the distance between the two locations • e.g. <500 km: 250 €; 500-1000 km: 500 € • Career exploratory award: one single payment of 2000 € / fellow for the researcher to attend job interviews, additional courses, etc. • Contribution for expenses related toparticipation of the researcher in research and trainingactivities: monthly fixed amount for research related costs, meetings, conference attendance, etc. • 500 €/M. (for non-laboratory based research projects) • 750 €/M. (for laboratory based research projects)

28. Marie Curie Actions · Financing For the Institution • Contribution to management costs (including audit certification): normally up to a maximum of 3% of the Community contribution • Contribution to overheads:normally a maximum of 10% of the direct costs

29. Marie Curie Individual driven actions · Financing Example: experienced researcher who is staying 2 years at an institute in Sweden, with family (brutto)a) directly for the researcher b) for the institution

30. Marie Curie · Excellence promotion and recognition 1) Host-driven actions • Grants for Excellence Teams (EXT) = Max Planck Junior Research Groups • Chairs (EXC) • Excellence Awards (EXA) • 4) Return and Reintegration Mechanisms 2) Individual-driven actions 3) Excellence promotion and recognition

31. Marie Curie Grants for Excellence Teams (EXT), 1

32. Marie Curie Grants for Excellence Teams (EXT), 2

33. Marie Curie Grants for Excellence Teams (EXT)· Financing For the researcher • Monthly living allowance: monthly living allowance according to the rules of MCA (+30% for team leader) • early stage researcher: 30.550 €/p.a. (employment contract) 15.275 €/p.a. (fixed-amount stipend) • experienced researcher : 47.000 €/p.a. (employment contract) 23.500 €/p.a. (fixed-amount stipend) • very experienced researcher : 70.500 €/p.a. (employment contract) 33.500 €/p.a. (fixed-amount stipend) • Mobility allowance:monthly payment of a fixed amount to cover expenses related to the mobility • 500 € /month + correction factor for a researcher without family charges • 800 € /month + correction factor for a researcher with family charges • Yearly travel allowance: fixed amount based on the distance between the two locations (home- and host-institution) • e.g. <500 km: 250 €; 500-1000 km: 500 € • Contribution for expenses related toparticipation of the researcher in research and trainingactivities for research related costs, meetings, conference attendance, etc.

34. Marie Curie Grants for Excellence Teams (EXT)· Financing For the Institution • Contribution to management costs (including audit certification): normally up to a maximum of 3% of the Community contribution • Contribution to overheads:normally a maximum of 20% of the direct costs • With prior agreement of the COM, contributions to technical equipment • Institutions receive 85% of advance payments for the first 18 months. Further payments are made after reporting

35. Marie Curie Chairs (EXC), 1

36. Marie Curie Chairs (EXC), 2

37. Marie Curie · Return and Reintegration Mechanism 1) Host-driven actions • European Reintegration Grants (ERG) • International Reintegration Grants (IRG) 2) Individual-driven actions 3) Excellence promotion and recognition 4) Return and Reintegration Mechanism

38. Marie Curie European Reintegration Grants (ERG), 1

39. Marie Curie European Reintegration Grants (ERG), 2

40. Marie Curie International Reintegration Grants (IRG)

41. Marie Curie – Information about the application How to apply? Download the “InfoPack” that provides the material you need to prepare a proposal: http://europa.eu.int/mariecurie-actions • Handbook (available for EST, RTN, Conf, ToK, EIF, OIF, IIF, EXT, EXC, EXA)  the bible for the application! • Guide for proposers (one per activity) • Forms (electronic submission possible) • Calls for proposals • Work Programme Human Resources and Mobility • Evaluation Guidelines • Model Contract • Financial Guidelines European Added Value • Read political background papers, e.g. of the European Commission:http://www.cordis.lu/fp6/activities.htm

42. Results of the 1. call of the Marie Curie Actions

43. Marie Curie – how to write the proposal? / Example EIF I. Part A (administrative part) – Forms: • A1: generell information on the proposal (to be filled in by the host institution) • A2: Information on organisations (to be filled in by the host institution) • A3: Information on the researcher • A4: not applicable toEIF

44. Marie Curie – what to write in the proposal? / Example EIF Stage 1 • B1.1: Scientific Quality of the Project (four A4 pages) • Research topic, Project objectives • Research method • Scientific originality and innovation • Timeliness and relevance of the project • B1.2: Quality of the Researcher (six A4 pages, incl. a CV and a list of main achievements) • You will need two referee‘s assessments! Please use the form supplied in the ‚Guide for Proposers‘. Stage 2 • B2.1: Quality of the research training (one A4 page) • B2.2: Quality of the host (four A4 pages) • Scientific and training expertise of the host • Quality of the group/supervisors • Quality of infrastructure/facilities and International collaborations • B2.3: Management and Feasibility (two A4 pages)

45. Marie Curie – what to write in the proposal? / Example EIF • B2.4: Added Value and relevance to the objectives of the activity (two A4 pages) • B2.5: Previous proposals and contracts • B2.6: Other Issues (one A4 page) • important: all proposers need to provide information on the following aspects mentioned in the ‚Guide for Proposers‘: • are ethical or safety issues associated with the subject of the proposal and have these been adequately taken into account? • are there other EC-policy related issues (such as gender-aspects, SME etc.) and are they taken into account? • demonstrate a readiness to engage with actors beyond the immediate area of research to help spread awareness and knowledge and to explore the wider societal implications of the proposed work • fill in the table on ethical issues • confirm that the research presented in this proposal does not involveresearch involving the use of human embryos or embryonic stem cells with the exception of banked or isolated human embryonic stem cells in culture

46. Marie Curie – available opportunities of FP5 Job-opportunities / stipends / conference participation of FP5: • Marie Curie Host Fellowships: • Training sites (up to 12 months for doctoral students) • Development scheme (Post-Docs) • Industry-fellowships • Research Training Networks (for doctoral students and Post-Docs) • EuroConferences • direct application to host institution / the network / the organizer • rapid procedure • open positions until 2005!  http://mc-opportunities.cordis.lu

47. Marie Curie in FP7 (2007-2013), I Budget proposed by the COM for the Marie Curie Actions in FP7: 7.178 Mio. € Host Fellowships: • Marie Curie Networks for early-stage researchers merging of the early-stage training activities under FP 6 (RTN, EST & CONF) into one single scheme financing of academic chairs extension of funding period up to 5 years preferable multi-partner-site [or mono-site / interrelated groups with strong trans-national cooperation] • “XXX”-scheme / realising the full potential of EU25 (= “ToK-Development Scheme” in FP6)  Institutions located in the Convergence Regions of the EU-25 having a recognised experience level but with (1) a need to expand research capabilities, (2) to develop new areas of competence, (3) to improve their attractiveness or visibility as research centres, (4) or to increase the level of co-operation with other EU research organisations. • Marie Curie Industry-Academia Partnership scheme to strengthen the links between the industrial/commercial and the academic/ public sectors to facilitate the sharing of knowledge through involvement in a common research programme

48. Marie Curie in FP7 (2007-2013), II Individual Fellowships • Intra-European Fellowships • Outgoing / Incoming International Fellowships • Funding through the EU-Commission and co-funding of national/ regional/ international programmes • More flexibility in the modalities of the fellowships Excellence Recognition • Marie Curie Award Return and reintegration mechanisms • for European researchers abroad (in a third country) to facilitate the eligibility conditions by reducing the time spent abroad from 5 to 3 years; to increase of the grant for a) partial payment of the salary costs b) contributions to the research costs

49. Marie Curie – Important information sources • http://europa.eu.int/mariecurie-actions • http://mc-opportunities.cordis.lu • http://www.avh.de/en/programme/mariecurie/

50. The Pan-European Researchers Mobility Portal http://europa.eu.int/eracareers/