Human Resources and Mobility Marie Curie Actions

1. Human Resources and MobilityMarie Curie Actions Agata Stasiak European Commission http://europa.eu.int/mariecurie-actions

2. Framework Programme 2002-2006 Initial Budget (million euros) excl. Euratom INTEGRATING EUROPEAN RESEARCH 14682 STRUCTURING THE ERA 2854 Research and innovation 290 Human resources and mobility (Marie Curie Actions) 1732 Research infrastructures 715 Science and society 88 STRENGTHENING THE FOUNDATIONS OF ERA 347 TOTAL17 883

3. Training / transfer of knowledge / excellence promotion / career development Bottom-up approach (no thematic priorities) Trans-national mobility of participating researchers Promotion of female participation Open to 3rd country nationals Marie Curie Actions

4. Profile ofFellows Chairs Teams Awards Advanced Lifelong Training and Excellence InternationalFellowships Intra-EuropeanFellowships  4 yearsexperience or Ph.D. Development Action Industry-Academia Partnership Host Fellowships for Transfer of Knowledge Return and Reintegration Research Training Networks < 4 yearsexperience Conferences and Training Courses Early-Stage Training Host Fellowships for Early-Stage Marie-Curie Actions Overview

5. Main changes in Work Programme WP amended in Sept. 2004 • New Member States • Enhancing participation of the private sector • New methods of submission (electronically and 2 stage) • New ways of evaluation (modifications, new thresholds & weighting criteria) • Simplifications & clarifications concerning actions

6. Main changes in Work Programme Global Context Experience with first evaluation rounds FP6: • Worrying oversubscription • NMS/CC participation • Industry participation • Issue of multi-disciplinarity

7. Deadline Overview

8. Budget Overview

9. Submission & Success 2003 - 2004

10. Profile ofFellows Chairs Teams Awards Advanced Lifelong Training and Excellence InternationalFellowships Intra-EuropeanFellowships  4 yearsexperience or Ph.D. Development Action Industry-Academia Partnership Host Fellowships for Transfer of Knowledge Return and Reintegration Research Training Networks < 4 yearsexperience Conferences and Training Courses Early-Stage Training Host Fellowships for Early-Stage Overview of Actions

11. To develop or reinforce research potential of institutes in need of new competencies Applications by institutions in need of developing new competencies All countries, with priority to Community LFRs/Associate Candidate Countries Host selects & recruits experienced researchers (2-24 months) Possibility to send own staff (2-12 months) to pre-determined institutions + return (same duration as 1st phase) Development Scheme

12. To create or develop true strategic & durable partnerships Application by Industry & Academia partners from at least 2 different countries Co-ordinating host from industry or academia, with 1 or more partners from other sector Funding of exchange of experienced researchers amongst staff members, in 1 or both directions (2-24 months) Intersectorial mobility allowed between participants of the same MS or AS up to 30% of the p/m in the project Includes SMEs, spin-offs, start-ups Industry-Academia Partnership

13. Development Scheme Incoming fellows, from publicised vacancies Contractor Outgoing fellows, own staff to named partners (no more than 50% of p/m)

14. Industry-Academia Partnership Partner(Contractor)Academia or Industry Contractor Industry or Academia Partner(Contractor)Academia or Industry

15. TOK expensescovered Expenses related to Experienced Researchers TOK- DEV: • Monthly living allowance (4-10 years of experience: contract: €47 000/year, stipend: € 23 500/year, >10 years of experience: contract: € 70 500/year, stipend: € 35 250/year) • Travel allowance: at least 1 for each (average € 750), for fellowships from 13-24 months– 2 times • Mobility allowance: monthly payment(€ 800 for fellow with family charges, € 500 without family charges) • Career exploratory allowance (single payment of € 2 000/fellow only for incoming and for stays of at least 12 months). TOK- IAP: Monthly living + travel+ mobility allowances

16. TOK expensescovered Expenses related to activities of the host TOK- DEV: Basis: no of p/m of researchers sent out - Reimbursement of specific expenses related to the training of researchers in the partner organisation (training, laboratory costs, etc.) within the limit of real cost of € 800 per p/m Basis: no of p/m of researchers hosted • Fixed costs basis (€ 250 per p/m for non-lab, € 500 per p/m for lab based) • Real cost basis (€ 1 200 per p/m) TOK- IAP: • Fixed costs basis (€ 250 per p/m for non-lab, € 500 per p/m for lab based) • Real cost basis (€ 800 per p/m) Direct costs = Expenses related to Researchers + Expenses related to activities of the host

17. TOK expensescovered Additionally for TOK – DEV and TOK-IAP - Overheads (10% of direct costs) • Management (3% total Community contribution) TOTAL Community Contribution:direct costs+overheads+management

18. Expenses for the activities carried out by the researchers TOK- DEV: Staff members sent outside (living, travel, mobility allowances) Hosted researchers (living, travel, mobility, career exploratory allowances) TOK- IAP: living, travel, mobility allowances TOK eligible expenses

19. Expenses for the activities carried out by the host organisations TOK- DEV: Category F: Specific expenses related to the training of researchers in the partner organisation (training, laboratory); limit of real cost of € 800 per p/m Contribution to expenses related to the project (incl. equipment costs (fixed (€ 250 or € 500) or real (€ 1 200) costs base; rates per p/m related to hosted researchers) TOK- IAP: Category F: Contribution to expenses related to the project (incl. equipment costs (fixed (€ 250 or € 500) or real (€ 800) costs base; rates per p/m) TOK eligible expenses

20. Expenses for the activities carried out by the host organisations TOK- DEV and TOK - IAP: Category G: max. 3% of the Total Community Contribution Category H: 10% of direct costs except for subcontractors Category I: equipment expenses if necessary for the project, duly justified on basis of real costs, with prior approval of the EC TOK eligible expenses

21. TOK changes in Work Programme Transfer of Knowledge • Clearer distinction between TOK-DEV and TOK-IAP • In TOK-IAP also non-scientific staff eligible • In TOK-IAP introduction of intersectoral mobility within one State, under certain conditions.

22. Preparing a good proposal What am I aiming to do? Is there a set proposal structure? What are the evaluators looking for?

23. Preparing a good proposal Step 1:Decide upon action: • http://europa.eu.int/comm/research/fp6/mariecurie-actions • Read the “Handbook” for the actions of interest Step 2:Download the “InfoPack” • Available via CORDIS or Europa • Consult: Work Programme & Guide for Proposers & Guide for Evaluators Step 3:Complete the Proposal • Complete administrative forms (Part A) & proposal description (Part B) in Guide for Proposers

24. Submitting a proposal Electronic Submission (EPSS) • Register on Web for login & password • On-line proposal writing • You may update your application anytime until deadline. Proposals must arrive before or on the deadline

25. Preparing a good proposal InfoPack: Call text: list of Actions that are open for proposals and the deadline for proposal submission. Guide for Proposers (administrative forms – Part “A”, and free text of the project description – Part “B”, details on submission process) Current Work Programme (description of MC Actions, eligibility and evaluation criteria) Also Evaluation Manual (general procedures used for evaluation) Guidance Notes for Evaluators (evaluation principles and procedures, use them to check against the specified criteria)

26. Relevant Documents Brochures Information Submission

27. Structuring a good TOK proposal B1 Scientific Quality of the Project B1.1. Research topic (½ A4 page) B1.2. Project objectives (½ A4 page) B1.3. Impact to the Host Organisations (one A4 page) B1.4. Research method and work plan (two A4 pages, plus tables and charts) B2 Transfer of Knowledge Activities B2.1. Need for training and transfer of knowledge (one A4 page) B2.2. Content of Transfer of Knowledge (one A4 page) B2.3. Expected impact on training and transfer of knowledge (one A4 page) B2.4. Exchange of personnel (one A4 page plus table)

28. Structuring a good TOK proposal B3 Quality / Capacity of the Host Organisations B3.1. Profile of the participants (two A4 pages) B3.2. Quality of infrastructure of the host organisation (one A4 page) B4 Management and Feasibility B4.1. Proposed management and organisational structure (one A4 page) B4.2. Management know-how and experience of the main contractor (one A4 page) B5 European Added Value and Relevance to the objectives (Three A4 pages)

29. Evaluating a good TOK proposal

30. Evaluating a good TOK proposal

31. Evaluation Process Proposal Eligibility Rejection Individual Evaluation Consensus Ethical Issues Thresholds Rejection Ranking by the EC Negotiation negative Result Rejection positive Commission Funding Decision

32. Marie Curie Actions Marie Curie Conferences and Training Courses To stimulate early stage researchers through participation of conferences and courses • Encourage researchers to benefit from the experience of leading researchers (priority to early stage) • Variety of actions (including virtual ones) • series of conferences, summer schools, training events etc. on a theme or linked themes • No further calls for large conferences* • Funding: Researchers – travel and subsistence, fees for attendance Hosts – organisational expenses, management activities (max 7%), equipment where necessary, publications, invitation of keynote speakers

33. Marie Curie Actions Conference and Training Courses Features: • Practical events, coherent and non- repetitive (Training courses, conferences) • At least 4 events • Duration max 4 weeks • 1st events should not start earlier than 6 months after deadline • Located in MS or AS (exceptionally in a 3rd country) • Max 150 participants • Duration of the project: up to 4 years • Project size from € 180 000 to € 1 400 000

34. Marie Curie Actions Marie Curie Conferences and Training Courses Useful documents: - Handbook - Info Pack: Work Programme & Guide for Proposers & Guide for Evaluators Features of the proposal (submitted by legal entities, can be single or multi-partner): • bottom-up approach, • relevant to Europe, • multidisciplinary, • intersectorial, or leading-edge nature.

35. CF/TC changes in Work Programme • Abolishing support for attending large conferences • Support for series of events enpanded • However, no support to « repetitive annual conferences »

36. Timetable from submission to contract TOK and SCF

37. FP7 – People – HumanPotential Initial training of researchers Marie Curie Networks Life-long training and career development Individual fellowships Co-financing of regional/national/international programmes Industry-Academia pathways and partnerships Industry-Academia Scheme International dimension Outgoing International Fellowships; Incoming International Fellowships; International Cooperation Scheme; Reintegration grants Specific actions Excellence Awards

38. Thanks for your attention Agata Stasiak DG Research-European Commission Agata.Stasiak@cec.eu.int Help desk: rtd-mariecurie-actions@cec.eu.int http://europa.eu.int/mariecurie-actions