Presentation on theme: "FP7 Marie Curie Initial Training Network"— Presentation transcript:
1 FP7 Marie Curie Initial Training Network Application workshopTatiana Panteli3rd November 2011
2 What is ITN? Bottom up: The topic of the project is freely chosen Duration: 4 yearsPost-grads: aimed at researchers in their first five years of their career (3 to 36 months appointments)Partnership: typically multi-host but single host or twining possiblePrivate sector involvement: participation is essential. Two level possible
3 Who do you need in your consortium? Partners must match activities in proposalEvery partner mast add value: unique knowledge, expertise, etcAppropriate balance of sectors – industry, academia, civil society, user groups, etcThe purpose of the scheme is RESEARCH TRAININGNOTE – no more than 40% of funding should go to one countryEU dimension/ added-value!
4 Part APART A provides participant details and the information for the budgetestimationA1 – Proposal information (abstract, acronym, evaluation panel etc)A2 – Information on host organisation. Coordinator is Participant 1 (not for associated partners)A3 – Not for ITNsA4 – Number of fellows. Includes details for seconded and recruited researchersA5 – details on associated partners including their role in the project
5 The proposal – Part B headings B.1 LIST OF PARTICIPANTSB.2 S&T QUALITY (30%, 3/5)B.3 TRAINING (30%, 4/5) Quality supervision! (new)B.4 IMPLEMENTATION (20%, 3/5)B.5 IMPACT (20%, 4/5)B.6 ETHICAL ASPECTSB7. TABLE CAPACITIES OF THE HOSTThe guidelines are strict for the writing of Part B.
7 S&T Quality CriteriaS&T objectives of the research programme, (inter/multi-disciplinary, intersectoral and/ or newly emerging supra-disciplinary fields)Scientific quality of the research programmeAppropriateness of research methodologyOriginality and innovative aspect of the research programmeContribution of the private sector and possible other socio-economic actors
8 ExamplesAim: The overall goal of this network is to train a new generation of analytical scientists in the skills necessary for the use, development and adoption of ….Objectives: This will be achieved through the following scientific objectives (SOs), which will result in a number of scientific deliverables (SDs):…Work packages: This network will provide coherent interdisciplinary training across various research disciplines in an intersectoral network combining private, governmental, health and academic sectors to address a number of topical analytical issues. To realise the goals of this ITN and its S&T objectives, and to provide an interdisciplinary and intersectoral approach, research will be delivered and organised through the interlinking work packages (WPs).The emphasis on a cross-thematic and intersectoral approach that directly addresses the needs of “end-users” is achieved by having the majority of partners within this ITN not academically based.
9 Evaluators feedback: points to consider Interdisciplinary aspectClear references to state-of-the-art and scientific originalityThe final research outputs and the practical results of the training programme should be clearly describedRole of the industrial partners must be well explainedA precise description of the research methodology
10 Training (1) Quality of the training programme; Contribution and relevance of private sector trainingTransferable skills offered: Management, Communication, IPR, Ethics, Grant writing, Commercial exploitation of results, Research Policy, entrepreneurship, etc. .Qulaity of Supervision (new sub-criteria!)Importance and timeliness of the training needs (e.g. multidisciplinary, intersectoral , and newly emerging supra-disciplinary fields)
11 The Training Programme (1) The specific training programme objectives are:TO1 To make a career in LPD research more attractive to early stage researchers by delivering a structured training programme taught by leading international scientists in the state-of-the art infrastructure which covers a portfolio of interdisciplinary techniques.TO2 To provide academic, industrial and public sector employers with researchers skilled in a wide range of techniques and direct experience of interaction across disciplines and sectors.TO3 To produce researchers with excellent transferrable skills, and able to transform abstract ideas into influential outcomes.TO4 To create an active, life-long network of young researchers whose personal contacts, support and expertise will help Europe shape the future of LPD research.TO5 To cascade expertise and spread good practice throughout Europe by personnel exchange, and delivering European researchers able to become leaders in the field in the near future.ITN must provide a coherent and integrated research training programme.ITN provide structured training in well-defined scientific and/or technological areas as well as providing complementary skills.
12 Training (2) For ITN / IDP Meaningful exposure of each researcher to another sector – particularly secondmentsAdequate combination of local specialist training with network-wide activitiesFor EIDAppropriate time spent by the ESR in each sectorAdequate supervision arrangements and combination of local specialist training with wide training activities
13 the Training Programme (2) Training in a ITN involves activities to learn and improve the researcher’score skillstask specific skillsgeneric and transferable skillsITN must provide a coherent and integrated research training programme.ITN provide structured training in well-defined scientific and/or technological areas as well as providing complementary skills.
14 the Training Programme (3) Be specific and emphasise AGAIN the complementary expertise and synergy …ITN must provide a coherent and integrated research training programme.ITN provide structured training in well-defined scientific and/or technological areas as well as providing complementary skills.
15 Training tips Training in research methods and techniques Personal Development PlanComplementary skills training – ethics, research managementTransferable skills trainingGraduate School ProvisionConferences, seminars, public fora etSupervision!
16 Intersectoral, international, interdisciplinary.... (1) Intersectoral dimension might be addressed by:Inviting researchers working in other sectors to deliver courses on entrepreneurship, exploitation, etc.Mentoring of doctoral candidates by researchers/experts from industry/other socio-economic actorsExposing researchers to various socio-economic actors gathered in a single campus or hubOffering placement opportunities to young researchers to develop their research projects at the premises of future employers
17 Intersectoral, international, interdisciplinary.... (1) International dimension might be addressed by:Offering possibilities to take courses abroadDeveloping partnerships and/or joint degrees with other research institutions or companies in different countriesInterdisciplinary dimension might be addressed by:Proposing common courses or projects to doctoral candidates from different disciplinesBringing together doctoral candidates in multi-disciplinary projects involving different teams from the same/different institutionsOffering possibilities of laboratory rotations or visits
18 Implementation (1)Capacities (expertise / human resources / facilities /infrastructure) to achieve the research and adequate task distribution and scheduleAdequate exploitation of complementarities and synergies among partners in terms of research and trainingPrivate sector involvement at the highest possible level appropriate to the research topic & sufficient evidence of commitmentNon-ICPC participation – essential to the objectives of the research training programme?
19 Implementation (2)Networking and dissemination of best practice among partners. Clarity of the plan for organising training events (workshops, conferences, training courses)Appropriateness of the overall management of the training programme (responsibilities, rules for decision-making)Clarity of recruitment strategy (incl timetable)Competitive international recruitmentEqual opportunitiesIn light of Charter and Code principles
21 Evaluators feedback: points to consider The industry involvement is poor in comparison to the industrial importance of the project theme and potential resultsDescription of a research PhD theme for each ESR is not providedMore details should be provided on the milestones and deliverables within the workplanLimited rules for decision making
22 Impact (1) Contribution of the proposed training programme to: Structure training at doctoral level (skills needed in both the public and private sectors)Improvement of career prospectsStimulation of creativity and entrepreneurial thinkingContribution of the training programme to the policy objective of structuring the initial research training capacity at European level (through establishing longer-term collaborations and/or lasting structured training programmes between the partners’ organisations)
23 Impact (2)The contribution of the training programme towards the policy objective of enhancing public-private sector collaborations in terms of research trainingWhere appropriate, mutual recognition by all partners of the training acquired, including training periods in the private sectorWhere appropriate, plans for exploitation of resultsImpact of the proposed outreach activities
24 ExampleThis network will deliver researchers who can add value to technological development and manufacturing through their expertise, helping to make Europe the most competitive and dynamic knowledge-based economy in the world. This project will make important contributions to European industrial development, especially through the involvement of 4 industrial Partners. Considering that broadly skilled experts are in short supply European industries will benefit from highly trained experts.
25 Presenting your proposal (1) Use the key words given in Guide and highlight them in the application (but they must be justified)Use the headings as requested in the guide – do not place important requirements in different sections – think of the referee; he/she will be looking for key phrases at particular points in the application and justification for them. (WMES can provide considerable help here as an impartial referee)Use figures/graphs where possible; tables crossed referenced with each other
26 Presenting your proposal (2) Use other partners whenever possible – but only on selected sections (full document sent for approval only at end); do not expect too much from partners (actually easier to be a partner rather than coordinator)Use all guidance material from the WMESMake sure proposal is concise and readable and covers all points in the Guide and that all aspects are addressed: science, socio-economic, management, integration, training, technology transfer, dissemination, impact etc
27 Financial Information Category 1: Monthly Living Allowance€38,000 per ESR/year x country co-efficient (134.4% for UK!)€58,500 per ER/year x country co-efficientCategory 2: Mobility Allowance€1000/€700 per researcher month x country co-efficient (flat rate)Category 3: Contribution to Training and Research Costs€1,800 per researcher month (multi ITN)€1,200 per researcher month (EID and IDP)Category 4: Management ActivitiesMaximum 10% of total EU contribution (real costs category)Category 5: Overheads10% of direct costs (flat rate)Note – in EID, budget split if researcher is employed by both partners
28 Funding thresholds Scientific panels Chemistry (CHE) 2010 resultsITNapp nos.fundedsuccess ratethresholdLIF230198.30%94ENG199147%90MAT12188ENV9577.40%91ECO185.60%SOC7767.80%PHY12686.30%CHE100TOTAL857632011 results285279.50%92.82049.30%91.2156.70%87.2121119.10%91.492729.70%99994.210891984Scientific panelsChemistry (CHE)Social and Human Sciences (SOC)Economic Sciences (ECO)Information science and Engineering (ENG)Environmental and Geo-Sciences(ENV)Life Sciences (LIF)Mathematics (MAT)Physics (PHY).
29 Final tips for a good proposal (1) ITN that build on existing collaborations will ‘look’ strongerWhat is available in single country? Why EU level needed? Why need for trained researchers in the field?Consider ESRs (and ER) as a group/cohort, not individual PhD studentsProvide a clear link between the project aim and objectives and individual ESR projectsImportant to review and make available through the ITN any relevant in-house training including those courses from industry partners
30 Final tips for a good proposal (2) Consider the number of ESRs in line with partner organisations’ capacitiesAvoid having one partner dominate research/training activities and budgetFor multi-partner ITN: recruit mainly ESRs, not ERs.Include networking activities and senior scientists only when adding value to the project activitiesConsider the commercial aspects i.e. impact and exploitation of the research carried out
31 ITN call 2012 Increased budget! Deadline: 12 January 2012 EUR MAn extra EUR 75 M! This will allow for an extra 30 to 35 projects to be funded.Deadline: 12 January 2012Results: May – June 2012
32 Thank you!Tatiana Panteli European Funding Adviser32
33 Mandy Heard West Midlands European Service International Research Staff Exchange Scheme (IRSES) Application WorkshopMandy HeardWest Midlands European Service3rd November 2011
34 Programme today Brief overview of WMES Brief overview of IRSES Structure of your proposal:Part B: What does the commission want (This session will provide some detailed information on what should be covered in part B of your proposal)Part A: How to completeTips provided by successful applicantsSubmitting your proposal (EPSS system and process)Evaluation processQ&A
35 West Midlands European Service – Who are we? Birmingham Team (former EU Connects)Brussels Team(former WMiE)
36 West Midlands European Service The Birmingham officeThe Brussels OfficeSupport to the experienced in EU fundingAdvice on the FP7LobbyingPolicy updatesMeeting spaces (WM European Centre)Service Level AgreementProject ManagementDissemination PartnerSupport to the organisations new to or with limited experience of European fundingAdvice on various funding programmesProject development grantsTraining in the bid writing and project managementFreeFeedback on the application and budgetTraining Sessions (application workshops, project management etc)Travel grants (meet project partners in Europe)Project Development WorkshopsInformation sessions on Funding opportunitiesOne-to-one surgery sessionsPartner SearchesWorking with National Contact PointsLinking you to the European projects
37 WMES Birmingham aimsTo increase the number and value of successful trans-national projects aligned to key regional prioritiesTo draw together the jigsaw of European opportunities and networks across the region into a co-ordinated “offer” of real value to the regional organisationsOur approach is to:To increase performance in the region to access a greater share of the fundsLink project ideas to local problems and align with regional problemsWe promote partnership buildingTransnational Funds enable:Exchange of best practice with partners> Knowledge transfer > Innovative approaches> Improve services > Globally competitiveEveryone is eligible> No maps / we currently support all types of organisations and sectors> First timers welcome > capacity building
38 Our success so far 592 submitted projects worth €65M 280 successful projects so far€18,8M investment to the WM2000 people trained
39 Which Funds do we support? Life LongLearningVocational trainingskillsEmployabilityInnovative learningPolicy or deliveryINTERREGRegional levelStrategyPolicyExchange ofbest practiceLIFE+EnvironmentProtecting naturalAssets / speciesStrategic / policyErasmus for Y.EntrepreneursWork placementsin the successfulenterprisesMarie CurieActionsSMEs/universitiesNetworksResearch/KnowledgeTransferFellowshipsCompetitiveness& InnovationSMEsICTInnovative products,servicesand processesIntelligentEnergy EuropeEnergy efficiencyRenewable energysourcesEnergy in transportIntegrated initiativesDaphne IIIJustice, freedomand securityWhich Funds do we support?
40 Your Project Tell us….. Who you are Your organisation Your IRSES project
41 Marie Curie Objectives Structuring training, mobility and career development for researchersDevelop European human resources potential in R&DStimulate people to enter researcher professionAttracting & retain researchers from around the worldEmployment contracts with full social rightsAddressed to researchers at all stages of their careersInternational cooperation and prestigePeople - part of a broad and integrated strategy to strengthen, qualitatively and quantitatively, human resources in R&D in Europe.Support the advancement of the European Research Area???Making Europe more attractive to researchers and make research more attractive as a profession.Encouraging European Researchers to stay or international Researchers to come to EuropeTo develop Europe’s competitive edge in science and technologyMC support mobility to enhance international cooperationTo enable the transfer of knowledge between research organisations and enterprises, public and private from different countriesAppropriate gender and work/life balanceGood working environment, transparent recruitment and career development
42 'International dimension', to contribute to the life-long training and career development of EU-researchers, to attract research talent from outside Europe and to foster mutually beneficial research collaboration with research actors from outside Europe.To increase the quality of European research by attracting research talent from outside Europe and fostering mutually beneficial research collaboration with researchers from outside Europe.
43 Purpose of the IRSES programme Strengthen research partnerships between EU and non EU research organisations.Staff exchange and networking activities.Establish or reinforce long-term collaboration.Strengthen research partnerships through staff exchanges and networking activities between European Research organisations and research organisations from countries with which the European union has Science and Technology agreements or in the process of negotiating one. And countries covered by the European Neighbourhood PolicyThis action provides support to research organisations rather than to individuals to establish or reinforce long-term research cooperation
44 Size of the consortium Min 3 partners, but no maximum size Duration Project: months Partners Public or private non-profit research organisations Lead partner Must be from EU or ACThe size of the joint programme and partnerships depends on the expected numbers of staff to be exchangedIndependent public or private non-profit organisations carying our researchCan apply for support for a period of 2-4 yearsThe grant agreement is with a lead partner located in Member state or Associated Country
45 IRSES: Participation rules - Partnership: min. 2 independent EU/AC non-profit research organisations of at least 2 different countries and one or more organisations in a eligible third country (S&T agreement and Neighbourhood policy)- Coordinator from EU MS/AC- Duration of the Exchange Programme: months- Any research topic is eligible (except EURATOM)
46 max. 12 months (can be split) Who can participate?Early stage researchersExperienced researchersTechnical and managerial staffHow long is the secondment?max. 12 months (can be split)Less than 1 month stay should be well justified.Maximum duration of individual staff exchanges is 12 months which can be split into several exchange periods over the duration of the programme but anything less than 1 month should have strong justification.Applicants submit a joint multi-annual programme of exchange of staff between project participants.Staff to be exchanged should be granted full reintegration and recognition of the mobility experience
47 Complementarity and synergies between partners are critical Typical ActivitiesJoint researchTrainingJoint workshopsSeminarsNetworkingTransfer of KnowledgeComplementarity and synergies between partners are criticalPropose a multi-annual joint programme and may include joint research and training activities or joint workshops and seminars and other networking activities.The activities are designed to exploit complementary expertise of partners and create synergies between them.Strong research and science is essential but IRSES expects to create additional benefits for all aprticiapnats in terms of knowledge transfer and to generate a basis for sustainable cooperation.
48 IRSES: Eligible Countries Countries with EU agreements on S&T:Algeria*, Argentina*, Australia, Brazil*, Canada, China*, Chile*, Egypt*, India*, Japan, Jordan*, Rep. of Korea, Mexico*, Morocco*, New Zealand, Russia*, South Africa*, Tunisia*, Ukraine*, United StatesCountries of the European Neighbourhood Policy (ENP):Eastern Europe & Central Asia (EECA) Armenia*, Azerbaijan*, Belarus*, Georgia*, Moldova*, Ukraine*Mediterranean Partner Countries (MCP) Algeria*, Egypt*, Jordan*, Lebanon*, Libya*, Morocco*, Palestinian-administrated areas*, Syrian Arab Rep.*, Tunisia** International Cooperation Partner Countries (ICPC) than can receive funding
49 IRSES: Financial rules Staff are seconded (maintain their employment and salary)Community contribution for EU MS/AC partners: fixed 1900€/person/month (incl. travel, subsistence)Extra 200€ for long distance countries ICPC and Neighbourhood policy countries: Community contribution is envisagedExchanges MS/AC<->MS/AC, non-ICPC>MS/AC, ICPC<->ICPC are not eligible for Community funding (own resources)Average requested budget: ca €Range: €All partners are expected to second their staff and continue to pay their salary whilst they are abroadEU contribution is based on a flat rate per person per month of secondment of 1900 Euros paid to the coordinator of the project?Contributes to travel and subsistence, networking activities, management costs and overheads of activity related to the project.Long distance covers higher travel costsCountries eligible for long distance are: Argentina, Australia, Brazil, Canada, Chile, China, India, Japan, Mexico, New Zealand, Rep. Of Korea, South Africa, US.
50 Financing (Industrialised Countries*) Secondment of outgoing staff members (fromEU/AC towards these countries) are eligible forfunding.*Australia, Canada, Japan, Rep. of Korea, New Zealand, USACountries covered by European Neighbourhood Policy (ENP) and countries with EU international agreements on Science and Technology are eligible for funding for incoming and outgoing staff members.However, only outgoing staff are funded going from EU/MS to partner organisations from Industrialised countries with S&T agreements.Incoming staff are expected to paid for by the partner orgs
51 IRSES – Part BStart and End pages with Project Acronym (20 characters max)Max length 30 pages (excl. Table of contents, ethics issues, start and end pages)Minimum font size is 11 points. All margins should beProject Acronym is a short title for your project. No symbols etc.This also is requested on A1 – Information on the ProposalCan add further headings if required for an adequate description of the project.
52 B1: Quality of Exchange Programme (complementarities/synergies) Part BB1: Quality of Exchange Programme (complementarities/synergies)B2: Transfer of Knowledge (mutual benefits)B3: Implementation (management)B4: Impact (collaboration, ERA)Can include additional sub-sections if required.There is a B5 Ethics section to complete but is not scored.It is possible to add further headings if felt necessaryB1 will be prioritised if evaluators need to chose between equal scoring proposals
53 IRSES Evaluated criteria and thresholds Impact: Added to 2012, In particular in view of setting up joint research projectsThreshold of 3 is good. The proposal addresses the criterion well, although improvements would be necessary.
54 ? What’s in a Proposal? Why? What? When? Who? How? Put yourself in an evaluators shoesWhat is the reason for the project: What is the science and the projectWhy – the need, why these partners?
55 B1: QUALITY OF THE EXCHANGE PROGRAMME Weighting = 25% B1.1: Objective and relevance of the joint exchange programmeB 1.2: Research quality of the partnersB 1.3: Complementarities/synergies between the partnersNo threshold but priority will be given to this section when there are proposals scoring the same and choices to be made
56 B1: QUALITY OF THE EXCHANGE PROGRAMME Objectives:Strengthen/establish international research partnerships between EU and OTCBringing together complementary expertise and knowledge through mobility to address an issue and create new knowledge to strengthen ERADeliver a joint multi-annual research programme and knowledge exchangeLink to the objectives of IRSESBreakdown to detail the objectives of the exchange programme remembering the objectives of IRSES and Marie CurieAddressing; Sustainability is key – how will this exchange be built upon and what are the plans for continued projects and work. E.g. Creating a centre of excellence
57 Quality of the Exchange Evaluation Strengths: The proposal addresses the science well and is a vital area for developmentThe general exchange programme plan is very well identified: the context and goals of the project are well presentedAll the partners are renowned institutions with very good scientific qualityThe roles of partners are well described. There is a good level of complementarity amongst partners based on previous collaborations
58 Quality of the Exchange Evaluation Weaknesses: The joint exchange programme presents very limited innovation: the claimed innovative features are not substantiatedInternational collaborations are not suitably identified for all partnersThe one month secondments of ESRs are too short to both learn new knowledge and pursue the planned research tasksThe deliverables are mostly comprised of reports and papers
59 Describe the science and exchange scheme B1: Key AreasDescribe the science and exchange schemeWhat is the current State of the Art?What is the gap or problem?Why is this Science and project needed at this time?Why are these partners the right people to answer the problem/question?How will this create excellence in ERA?MAKE AN IMPACTDemonstrate how that numbers of staff exchanged and the duration are sufficient for achieving the objectivesWhen detailing the current state of the art ensure that any assertions are backed up with evidence – facts / figuresWhen establishing the need – demonstrate what the drivers are for this new knowledge – reference to EU directives and policies?Demonstrate and state in this section why the consortium is needed and exchange to take place to address the science. Why can this not be done by individual partner or 1 country?ERA:Establish the context of the project and be clear about the goals remembering IRSES aims and objectives
60 B1: Key Areas Ensure exchanges are balanced Demonstrate excellence of individuals and partnersTrack record in international collaboration, publications and related researchDemonstrate complementarities and synergiesDetail Scientific and Knowledge Transfer activities in the Work PackagesYou may wish to disseminate knowledge through conferences, workshops etc
61 EXAMPLE: AIMS AND OBJECTIVES The exchange scheme aims, through theoretical models and computer simulations, at a basic general understanding and solution of several important problems related to dynamics and cooperative behaviour in complex physical and biological systems. In order to accomplish our programme, we build a team of researchers specializing in difference aspects of X, Y, Z. The project will be carried out by several groups in 6 countries, 3 from the EU, with a broad range of expertise A, B, C. The project will link together groups with either previous well developed connections, or weak or itinerant connections to form a well co-ordinated multidisciplinary network through an active exchange of researchers stimulating a close collaboration and dissemination of knowledge between partners
62 Example: The Scheme will thus: Significantly advance our understanding and knowledge of cooperative behaviour and dynamics in complex systemsInvolve important scientific partners from non-EU countries XYZLead to long-term and large-scale cooperation between partners in an international hubDisseminate the results via several international workshops and conferences
63 B2: TRANSFER OF KNOWLEDGE Weighting = 30% Threshold = 3 B 2 B2: TRANSFER OF KNOWLEDGE Weighting = 30% Threshold = 3 B 2.1: Quality and mutual benefit of the transfer of knowledge B 2:2: Adequacy and role of staff exchanged with respect to the transfer of knowledgeProvide detail on the knowledge of the exchange programme broken down to numbers of workshops
64 Transfer of Knowledge Evaluation Strengths: The Knowledge Transfer is strongly supported by several training activities (workshops and schools) with special attention to their organisation and managementThere is a good degree of integration and sharing in the execution of the work packages.The planned exchanges can bring significant added value. All the partners are expected to learn new expertiseObjectives and implementation of TOK are well described with a clear identification of goals per research task
65 Transfer of Knowledge Evaluation Weaknesses: The plans for transfer of knowledge toward the scientific community through publication or international conferences and its sustainability are not sufficiently describedThe numbers and roles of the staff to be exchanged are not fully justified in light of the work-plan proposed and only generally describedThe durations of the secondments are quite short to be useful and benefits for researchers are presented generally
66 Detail the sustainability of the KT and through what measures. B2 Knowledge TransferDescribe and detail the activities and how knowledge will be transferred and managedDetail the sustainability of the KT and through what measures.What is the added value to partners. How will all benefit?Consider dissemination to wider audiences.Give numbers of Seminars, workshops, training, conferencesADDED VALUE of gained knowledge for partners: E.g. multi-disciplinary knowledge, access to world-class laboratories, access to international networks and contacts
67 EXAMPLE:“Alongside the exchanges at the level of individual researchers and students involved in WP1 and WP2, we plan to organize four workshops which most of researchers and Phd students will attend, and two international conferences. The latter will be open to researchers outside the IRSES project, to allow for maximum visibility of our network”
68 EXAMPLE:“An essential aspect of the project is the training and preparation of researchers. We expect that the most productive and creative PhD students from OTCs will subsequently continue their research as post-doc students at EU partners. Another highlight of the present project is a variety of intermediate and advanced courses for early stage researchers planned by all participating teams”
69 EXAMPLE:A key measure to define the success of the proposed collaboration is its continuation beyond To continue and expand the collaboration we will apply for funding within the EU actions, as well as to national funding agencies. This proposal is the first step towards a lasting collaboration to be pursued through face to face contact and discussions; promoting movements of ESRs leading to stronger connection within the network; creating routine collaboration and communication between the groupsTalk about ambitions beyond the end of the project for international research collaboration
70 2.2: Adequacy and role of staff exchanged B2 Knowledge Transfer2.2: Adequacy and role of staff exchangedDescribe roles and goals of ESRs and ERs e.g. ERs: provide training and supervision to ESRs, manage a WP.Goals for ERs: e.g. Gaining new skills and knowledge, developing their career; exposure to international exchanges and cultures, mobilityDemonstrate specific expertise of individuals and what them the right people for the roles.This should relate to your Work Packages – ensure there is consistency
71 B3: IMPLEMENTATION Weighting = 15% Threshold = N/A B 3 B3: IMPLEMENTATION Weighting = 15% Threshold = N/A B 3.1: Capacities (expertise/human resources/facilities/infrastructure) to achieve the objectives B 3:2: Appropriateness of the plans for the overall management of the exchange programme
72 Implementation Evaluation Strengths: The management structure is very clear and well-suited for the exchange programmeState of the art facilities and infrastructures are most appropriate to meet the requirements of the planned cooperationThe partners have good capacities and the human resources to carry out the proposed activitiesThe issues resulting from the European Charter for Researchers are clearly described
73 Implementation Evaluation Weaknesses: The planned support to the incoming and outgoing personnel is not sufficiently detailedA risk management procedure could have been provided due to the large number of milestonesThe implementation plan is not fully justified, as no exchanges take place at the second half of the year
74 EXAMPLE:“The overall project will be coordinated by (EU partner) with local co-ordinators at each other site. They will be assisted by group leaders who are experienced in management of large-scale international projects. This arrangement ensures both the efficient use of the experience of senior scientists and the furthering of the project management expertise of coordinators”
75 B 3.1 Capacities to achieve objectives Describe the size and expertise within partner/host research groups and departmentsFacilities available that are relevantOther relevant support?Other aspects: e.g. Networks available through partners to disseminate to the wider international communityDuplication from B1 is not an issue, as appropriateInclude academic staff, support/technical staff and students.e.g. equipment; laboratories; computers; library; software;Infrastructure support available – international office and programmes and business development/project and financial management
76 EXAMPLE B 3.2:An effective project management system is crucial for the successful implementation of the project. The project management and administration will be provided by the following roles and bodies:Project Manager; Scientific Manager; Dissemination Manager; Work Package Leaders; Partner RepresentativeYou may wish to put in place a management committeeDescribe all roles and responsibilities
77 B 3.2: Appropriate of Management Plans European Charter for ResearchersHow will your actions and institutions support this?Supportive research environmentWorking and training conditionsProposal is evaluated with this in mindThe Charter and the Code should serve as a quality certificate for research institutionsThe European Charter for Researchers is a recommendation of good practice for researchers and employers and/or funders of researchers issued by the European Commission (DG Research). It sketches rights and duties of researchers and their funding institutions. It was published together with the Code of Conduct for the Recruitment of Researchers which outlines principles for hiring and appointing researchers.How will staff be supported? = orientation week, supported by international office?; team integration
78 Weighting = 30% Threshold = 3 B4: IMPACTWeighting = 30% Threshold = 3B 4.1: Relevance of the proposed partnership to the area of collaboration and for the ERAB 4.2: Potential to develop lasting collaboration with eligible third country partners, in particular in view of setting-up joint research projects
79 Impact Evaluation Strengths: The proposal identified several possible impacts and provided good analysis showing the contributionsThe partners are eager to develop lasting collaborations beyond the limit of the proposed programme and many credible opportunities are mentionedThe addressed topic is relevant within the objectives of ERAThe global scientific and technological benefits of the proposal are very relevant to the field
80 Impact Evaluation Weaknesses: The contribution to wider dissemination and exploitation of the research outcomes to extended communities, and in particular industrial communities is not full exploited in the proposalIt is not clear how the project will be linked with mainstream manufacturers and/or policy makers relevant to the field. Exploitation plans are not fully developedThe specific contributions of each partner to the area of collaboration are not sufficiently detailed
81 EXAMPLE:“The project will bring together researchers across the globe to create a best practice model for XY to be used on a global scale. The partner network will bring together expertise across the consortium and provide a direct benefit to researchers engaged with the project through hosting and exchanging activities. The training and peer support provided through the project will provide a growth in expertise in this limited areas on a global scale, and provide a means by which to further enhance this research area in the future”
82 EXAMPLE: Relevance to ERA The final outcome of the project will be recognised published comparison on XY as a profession and it’s policies on a global scale. The publication can be utilised by all and will support the Framework 7 ERA Action Area to enhance knowledge sharing to grow Europe as a knowledge based economy.
83 EXAMPLE: IMPACT ON RESEARCHERS “Experience abroad is, more and more, and important criterion in career development. Any excellent science career today has to be international. The project will allow researchers to regularly update and expand their skills and competencies building on networks. Activities will encourage European researchers to stay in Europe and avoid the “brain drain” and at the same time will forge tighter ties between OTC participants, especially a young generation of ESRs, and Europe”
84 KEY AREAS: Demonstrate wide aspects of impact area of research Individuals/partnersERALasting international cooperationRemember: MARIE CURIE and IRSES objectivesLink to key documents: Policies for Research areas, e.g. Country strategies/S&T
85 A1: Snapshot of your project (complete by the lead partner) Part AA1: Snapshot of your project (complete by the lead partner)A2: Partner Organisations (completed by each participant)A4: Funding requestIntegral part of your proposalSupport unit help completeContains different sectionsA1: general information on the proposal and abstract summarising the projectA2: 1 to be completed by each participant requiring administrative information on the organisation i.e. Legal status etcA4: table breaking down the secondments for each participant
86 Acronym: 20 characters max. PART A: A1Acronym: 20 characters max.Proposal title: no longer than 200 charactersChoose a Scientific panelAbstract: clear – objectives, how, relevance. Used in evaluation: limit 2000 charactersSimilar proposals? – proposal numbersFlag ethics issuesUnderstandable to a non-specialist
87 PART A: A2 Participant details Insert PIC: may already have one Legal, admin and financialStatus of organisationPerson in chargeAuthorised legal repParticipant 1 = coordinator = invited to hearings, sending evaluation results, additional informationLegal rep: Person responsible to sign grant agreements
88 Scientific Panels Chemistry (CHE) Social Science and Humanities (SOC) Economic Science (ECO)Engineering & Information Science (ENG)Environment & Geosciences (ENV)Life Sciences (LIF)Mathematics (MAT)Physics (PHY)
89 Example: Novel medical adsorbents for extracorporeal treatment of life threatening conditions This program gives the opportunity to cultivate a high scientific quality consortium consisting of 2 European and 1 third country academic institute, with the aim to sustain and create new collaborative partnerships between EU partners and Ukraine, and transfer knowledge and technologies in one of the most exciting fields of modern biomaterial science. Focusing on the development of extracorporeal methods for toxin removal, for the treatment of many life threatening conditions and chronic conditions, that result in a low quality of patient life.Partners: UK, France and UkraineDuration: 48 monthsFunding: €
90 SUBMISSION AND EVALUATION IRSESSUBMISSION AND EVALUATION
91 EPSS: Electronic Proposal Submission Service Coordinator registers/edits and uploads forms and submits the proposalRegistration is required for one proposal for the call chosen.Register some time in advance of the deadlinePIC: Personal Identification CodeIf your organisation has signed an FP7 contract with the Commission then you should have a PICWith a PIC you do not need to submit legal and financial informationFind out in the organisationThe contact for FP7 grant agreements should know the PIC – the bidding support team should know this. (legal administrator)The coordinator is ed the login and password
92 Accessing EPSAccess EPS:https://www.epss-fp7.org/epss/welcome.jspRegister via the call:
93 Final ChecksEnsure you check all eligibilityCorrect font size and page limitsComplete Gantt chartEnsure all forms are completed correctlyCross check ensure the proposal flows and all criteria are answered
94 Individual Assessment report ProposalEligibility3 expertsIndividual EvaluationineligibleIndividual Assessment reportConsensus reportConsensus meetingWithdrawnScientific disciplinesPanel ReviewEligibility criteria are checked for each proposal before evaluation beginsMinimum number of participantsIt is complete – all forms submittedThe content of the proposal relates to the topic including any special conditionsExcess pages beyond the limit of 30 will be disregardedEach proposal is assessed by at least 3 independent expertsScores will be given for the 4 criteria and not for sub-criteriaEach criterion is scored out of 5. Scores are given to a resolution of 1 decimal place.Transfer of Knowledge and Impact have thresholds of 3, and the others do not hvae a thresholdExperts are acting individually. They do not discuss with each other not third parties.Experts give scores and comments against the evaluation criteria – as presentedConsensus meeting may be moderated by REA3 additional experts if a consensus cannot be reachedPanel involving independent experts. Panel establishes a ranked list of proposals which passed all thresholds.Panels organised organised according to scientific disciplineEvaluation summary reports
95 Evaluation Assessed by three independent experts Overall threshold is 70%Evaluators do not make any assumptions or interpretations
96 Be explicit and not ‘loose’ Be sure that a generalist can understand OTHER TIPSBe clear and conciseBe explicit and not ‘loose’Be sure that a generalist can understandDo not assume the evaluator will remember form previous sectionsHighlight important informationClear paragraphs and bullets for each section and addressing specific parts
97 Key Success factors Clarity and quality of the research objectives Must relate to FP7 and Marie Curie objectivesDemonstrate good rationale and substantiate assertionsRead carefully the 2011 People Work Programme and the IRSES Guide for ApplicantsEuropean Added ValueBalanced exchanged programmeTimeliness and relevance of the projectContribution to ERA and European excellenceEnsure the research experience is appropriate for the activities and programme suggested.Demonstrate the skillsEligibility rules are met for participating countries and mobilities and the researchers are eligibleEducate the evaluator to the facts and figures.Convince them - why bother? (what new knowledge are you generating or what are you trying to solve?)Several websites. Report the facts and figuresIs it a European priority and will it establish Europe as an international leader?Is the solution or knowledge already available? (state of the art).Why is this important now – timeliness?Remember the objective of establishing long term partnerships. Sustainability is key and long term impact.
98 Timetable Deadline for submission of proposals 18 January 17:00 Brussels local timeEvaluation of ProposalsFebruary 2012Evaluation Summary reports sent to coordinators (initial information lettersMarch 2012Invitation letter to successful coordinators to launch contract negotiations with REA servicesApril 2012Letter to unsuccessful applicantsFrom April 2012Signature of first contractsFrom July 2012
99 Useful links EPSS https://www.epss-fp7.org/epss/welcome.jsp IRSES call documents:Successful projects:Euraxess:WMES:UKRO: National contact point(model grant agreements, reporting guidelines)Publications and reports that may help with for the rationaleCharter for researchers and code of conduct provides recommendations. It provides a reference framework for the roles, rights and responsibilites for researchers, employers and funders.Sets out attractive employment conditions for researchers and is taken into account during evaluation
100 European Funding Adviser Mandy HeardEuropean Funding Adviser/GOOD LUCKThank you!100