The PEOPLE Programme: Fostering Researcher Mobility and Career Development in Europe

1. SUZANA KARABAIĆ People NCP Hrvatski institut za tehnologiju 13.12.2007. Sveučilište u Zagrebu

3. Ultimate goal: an open, competitive and attractive Europe for researchers

4. PEOPLE BUDŽET 4,7 milijardi eura (50% više nego u FP6 na godišnjoj razini) • Program ima slijedeće ciljeve: • Ojačati kvalitativno i kvantitativno europski ljudski potencijal • u istraživanju i tehnologiji • Povećati mobilnost istraživača • Dati istraživačima perspektive za razvoj cjeloživotne karijere • Poticati europske istraživače da ostanu u Europi • Privući najbolje istraživače iz cijelog svijeta u Europu

5. The People Programme in its wider policy context Ultimate goal: an open, competitive and attractive Europe for researchers • In summary three broad objectives: • Create conditions for researchers to be mobile without obstacles • Enhance status and attractiveness of a career in Europe • Finance researchers’ training, mobility and career development

6. 1.Breaking down obstacles to mobility The European Researcher’s Mobility Portal  ERA-MORE, the European Network of Mobility centres • Directive on Scientific Visa  to be transposed into national law by October2007

7. 2. Attractiveness of a career in Europe 2005 Commission Recommendation on the « European Charter for Researchers and Code of Conduct for their Recruitment» http://europa.eu.int/eracareers/europeancharter Framework for MS, employers and funders of research to remedy: • Huge differences in career structures in European countries • Non-transparent recruitment procedures • Lack of career development prospects Impact on FP7: Charter and Code will be addressed at the evaluation phase in the "People" Programme and at the contract negotiation stage in other Specific Programmes

8. To be implemented.... on a voluntary basis

9. European Charter for Researchersaddresses: Roles and responsibilities Entitlements of researchers and their employers or funding organisations. Code of Conduct for the Recruitment of Researchers aims to: improve recruitment and make selection procedures fairer and more transparent proposes different means of judging merit European Code & CharterEuropska povelja za istraživače & Kodeks za novačenje istraživača

10. The Aim of the Code & the Charter • Enhancement of quality of research environment • Clarify commitments and obligations • Ethical standards and professional responsibility • Accountability and supervision, career development • Working conditions • Funding and salaries • Gender and equal opportunities • Selection and transparency • Recognition of qualifications etc…

11. Initial training Initial Training Networks* Life-long training and career development Intra-European Fellowships / European Reintegration Grants Co-funding of regional/national/international programmes Industry dimension Industry-Academia Partnerships and Pathways* International dimension Outgoing & Incoming* International Fellowships; International Cooperation Scheme; International Reintegration grants; Support to researcher ‘diasporas’* Policy support actions Mobility and career enhancement actions The People Programme in FP7 * Open to third-country nationals

12. Initial training of researchers Marie Curie Initial Training Networks (ITN) Life-long training and career development Marie Curie Intra-European Fellowships (IEF) European Reintegration Grants (ERG) Co-funding of regional/national/international programmes (COFUND) Industry-academia pathways and partnerships MC Industry-Academia Pathways and Partnerships Scheme (IAPP) International dimension MC International Outgoing and Incoming Fellowships (IOF / IIF) MC International Reintegration Grants (IRG) International Cooperation Scheme

13. Kako sudjelovati? EK objavljuje natječaje (calls for proposals) za rezličite tipove stipendija. Treba napisati kvalitetan prijedlog projekta, slijedeći definirane kriterije i javiti se na odgovarajući natječaj u predviđenom roku. Natječaji: 1x / god. Koja područja znanosti? Stipendije su namijenjene za znanstvenike i istraživače iz svih područja znanosti. Posebno su dobrodošli prijedlozi koji potiču multidisciplinarnost ili grade vezu između akademske zajednice i industrije.

14. What are host actions? • Initial Training Networks (ITN)and Industry-Academia PathwaysandPartnerships (IAPP)are host actions: • consortium of various institutions applies for funding • successful institutions advertise positions and select fellows/researchers themselves • contract duration of consortium 3 – 4 years • stays of individual researchers 3 – 36 months for ITN, 2 – 24 months for IAPP

15. What are individual actions? • Intra-European/International Fellowships/Reintegration Grantsare individual actions: • individual researcher applies jointly with host institution • duration at least 1 year for fellowships, 2 years for reintegration grants • Fellowship/grant bound to individual (no replacement)

16. What institutions can take part? • Organisations that are actively involved in research and/or research training: • Universities/Institutes of Technology • private and public research institutes • companies big and small • NGO’s • etc.

17. Where can institutions be located? • 27 EU Member states (MS) • 10 Associated Countries (AC) • almost on equal footing with MS • More than 140 International Cooperation Partner Countries (ICPC) • additional partners, can receive full funding • Other Third Countries (OTC) • additional partners, generally not funded

18. What researchers can take part? • No age limits – what counts is level of experience (full-time equivalent) • Early-Stage Researchers (ESR): • 0 – 4 years of research experience since degree qualifying them to embark on a doctorate (irrespective of whether a doctorate is actually envisaged), and • no PhD • Experienced Researchers (ER): • either in possession of a doctoral degree, or • at least 4 years of research experience

19. What is (geographical) mobility? • 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

20. Initial training of researchers Marie Curie Initial Training Networks (ITN) Life-long training and career development Marie Curie Intra-European Fellowships (IEF) European Reintegration Grants (ERG) Co-funding of regional/national/international programmes (COFUND) Industry-academia pathways and partnerships MC Industry-Academia Pathways and Partnerships Scheme (IAPP) International dimension MC International Outgoing and Incoming Fellowships (IOF / IIF) MC International Reintegration Grants (IRG) International Cooperation Scheme

21. Initial Training Networks • Network of at least three institutions from 3 different MS/AC (single-site / twinning possible if embedded in existing network) • Industry participation encouraged • Provide research training and training in complementary skills to researchers at the start of their career

22. What do ITN’s offer? • Fellowships to ESR’s (3 – 36 months) and early post-docs (3 – 24 months), mobility required • Visiting scientists (shorter visits to provide specific training), mobility required • Training and networking events, can be open to external researchers

23. Initial training of researchers Marie Curie Initial Training Networks (ITN) Life-long training and career development Marie Curie Intra-European Fellowships (IEF) European Reintegration Grants (ERG) Co-funding of regional/national/international programmes (COFUND) Industry-academia pathways and partnerships MC Industry-Academia Pathways and Partnerships Scheme (IAPP) International dimension MC International Outgoing and Incoming Fellowships (IOF / IIF) MC International Reintegration Grants (IRG) International Cooperation Scheme

24. Industry-Academia Pathways and Partnerships • Partnership of at least two organisations from different sectors in different countries to develop longer term strategic partnership • Transfer of knowledge primarily through intersectoral staff exchange (2 – 24 months) with mandatory return phase (limited amount of same-country exchange possible) • Injection of new knowledge through recruitment (12 – 24 months) of ER’s from outside the partnership (optional, mobility required)

25. What do IAPP’s offer? • Salary costs during secondment phase (not return phase), and for new recruits. • Transfer of knowledge and networking events, can be open to external researchers • Only for SME’s: small equipment costs (up to 10% of the SME’s budget).

26. Initial training of researchers Marie Curie Initial Training Networks (ITN) Life-long training and career development Marie Curie Intra-European Fellowships (IEF) European Reintegration Grants (ERG) Co-funding of regional/national/international programmes (COFUND) Industry-academia pathways and partnerships MC Industry-Academia Pathways and Partnerships Scheme (IAPP) International dimension MC International Outgoing and Incoming Fellowships (IOF / IIF) MC International Reintegration Grants (IRG) International Cooperation Scheme

27. Intra-European Fellowships • For the career development and competence diversification of experienced researchers (with or without PhD, from post-doc to senior researcher) • Complementing or acquiring new skills and competencies • Enhancing inter/multidisciplinary and intersectoral mobility • Any research topic, no thematic priorities • Any host institution in a MS/AC (could be a company) – mobility is a must • Duration 1 – 2 years

28. European Reintegration Grants • Following a Marie Curie fellowship of at least 18 months duration (could be a host fellowship) • For ERs from MS/AC or assimilated • Support to the longer-term (re-)integration in any MS/AC institution different from the initial host, including in country of origin: • 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

29. Initial training of researchers Marie Curie Initial Training Networks (ITN) Life-long training and career development Marie Curie Intra-European Fellowships (IEF) European Reintegration Grants (ERG) Co-funding of regional/national/international programmes (COFUND) Industry-academia pathways and partnerships MC Industry-Academia Pathways and Partnerships Scheme (IAPP) International dimension MC International Outgoing and Incoming Fellowships (IOF / IIF) MC International Reintegration Grants (IRG) International Cooperation Scheme

30. International Dimension • Life long training and career development of EU researchers • To attract research talent from outside Europe • Foster mutually beneficial research collaboration through international staff exchanges • From 2008 new scheme: staff exchange scheme for EU Neighbourhood policy and S & T agreement countries Actions: International Outgoing Fellowships for career Development (IOF) International Incoming Fellowships (IIF) International Reintegration Grants (IRG)

31. International OutgoingFellowships • 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 • Contract is with the return host (responsible for return of the fellow) • Mobility is a must

32. Incoming International Fellowships • To reinforce scientific excellence of MS/AC by attracting top-class experienced third country researchers (not assimilated to MS/AC nationals) • Enhance possibility for future collaborations • One or two phases: • incoming phase (1 – 2 years) in any MS/AC (fellowship) • optional return phase (1 year) if researcher is from an ICPC country (€15,000/year towards research costs) • Contracts with European and return host • Mobility is a must

33. International Reintegration Grants • For ERs from MS/AC who • have been active in a third country for at least 3 years • have not spent more than 12 months in a MS/AC within the last 3 years • are not employed in research in MS/AC at the deadlinefor submission of proposals • 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 commit itself to effective integration for at least the duration of the project

34. REFERENCE RATES FOR MONTHLY LIVING ALLOWANCES A: Researchers recruited under an employment contract/fellowship with full social security coverage B: Researchers recieiving a fixed-amount fellowship with minimum social security coverage STIPENDIJA=IZNOS (A ili B) X KOREKCIJSKI FAKTOR ( za host country)

35. KOREKCIJSKI FAKTORI (%) 130-150: Island, Norveška; Danska 110-120: UK, Švicarska, Finska, Irska 100-110: Švedska, Italija, Austrija, Luksemburg, Australija, USA, Belgija, Hrvatska (105,8), Nizozemska, Njemačka 90-100: Španjolska, Izrael, Turska, Portugal 80-90: Slovačka, Kanada, Češka, Grčka 70-80: Estonija, Mađarska, Bugarska, Bosna i Hercegovina, Slovenija, Poljska 50-60: Rumunjska, Indija

36. STIPENDIJA + MOGUĆI DODACI (različito za svaku stipendiju) • Eligible expenses for the activities carried out by the researchers • Monthly living allowance • - Mobility allowance( €500/€800 monthly, depending on family situation, • only if transnationally mobile) • - TravelAllowance(depending on distance) • Career exploratory allowance(€2,000 once, for projects of at least 12 months • duration, not for all schemes) • - Contribution to the participation expenses of eligible researchers • (between €300 and €800 per fellow-months, depending on scheme and nature of project) • Eligible expenses for the activities carried out by the host organisations • - Contribution to the research/ training /transfer of knowledge • programme expenses • - Contribution to the organisation of international conferences, • workshops and events • - Management activities (including audit certification, max. 3 % (max. 7% for ITN)) • - Contribution to overheads (10 % of direct costs except subcontracting) • - Other types of eligible expenses / specific conditions

37. Opportunities from FP6 Many projects from FP6 are still running: Transfer of Knowledge, Early Stage Training, Excellence Teams, … For vacancies visit: http://mc-opportunities.cordis.lu

38. “People” program OPĆENITI EVALUACIJSKI KRITERIJI ZA PROJEKTE (PROPOSAL)

39. Key Lessons from FP6 experience • Write a concise and readable proposal, clear objectives and workplan • Communication - between Co-ordinator, Participants and Administrations • Get to know the Commission Project Officer – and NCP! • Submit reports (incl financial claims) on time • Respond quickly to Commission requests for clarifications and refer constantly • to the contract • Be an evaluator

40. MORE INFO • FP7: http://cordis.europa.eu/fp7/people/ • European Researcher’s Mobility Portal: http://ec.europa.eu/eracareers • Newsletter “Europe4Researchers”:http://ec.europa.eu/eracareers/newsletter • EU DG Research:http://ec.europa.eu/com/research

41. Pomoć u People / Marie Curie Actions NCP = National Contact Point (suzana.karabaic@mzos.hr) suzana.karabaic@hit.hr