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FP7 Marie Curie Initial Training Network

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1 FP7 Marie Curie Initial Training Network
Application workshop Tatiana Panteli 3rd November 2011

2 What is ITN? Bottom up: The topic of the project is freely chosen
Duration: 4 years Post-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 possible Private sector involvement: participation is essential. Two level possible

3 Who do you need in your consortium?
Partners must match activities in proposal Every partner mast add value: unique knowledge, expertise, etc Appropriate balance of sectors – industry, academia, civil society, user groups, etc The purpose of the scheme is RESEARCH TRAINING NOTE – no more than 40% of funding should go to one country EU dimension/ added-value!

4 Part A PART A provides participant details and the information for the budget estimation A1 – Proposal information (abstract, acronym, evaluation panel etc) A2 – Information on host organisation. Coordinator is Participant 1 (not for associated partners) A3 – Not for ITNs A4 – Number of fellows. Includes details for seconded and recruited researchers A5 – details on associated partners including their role in the project

5 The proposal – Part B headings
B.1 LIST OF PARTICIPANTS B.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 ASPECTS B7. TABLE CAPACITIES OF THE HOST The guidelines are strict for the writing of Part B.

6 P. 31 Guide for Applicants

7 S&T Quality Criteria S&T objectives of the research programme, (inter/multi-disciplinary, intersectoral and/ or newly emerging supra-disciplinary fields) Scientific quality of the research programme Appropriateness of research methodology Originality and innovative aspect of the research programme Contribution of the private sector and possible other socio-economic actors

8 Examples Aim: 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 aspect Clear references to state-of-the-art and scientific originality The final research outputs and the practical results of the training programme should be clearly described Role of the industrial partners must be well explained A precise description of the research methodology

10 Training (1) Quality of the training programme;
Contribution and relevance of private sector training Transferable 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 secondments Adequate combination of local specialist training with network-wide activities For EID Appropriate time spent by the ESR in each sector Adequate 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’s core skills task specific skills generic and transferable skills 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.

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 Plan Complementary skills training – ethics, research management Transferable skills training Graduate School Provision Conferences, seminars, public fora et Supervision!

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 actors Exposing researchers to various socio-economic actors gathered in a single campus or hub Offering 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 abroad Developing partnerships and/or joint degrees with other research institutions or companies in different countries Interdisciplinary dimension might be addressed by: Proposing common courses or projects to doctoral candidates from different disciplines Bringing together doctoral candidates in multi-disciplinary projects involving different teams from the same/different institutions Offering possibilities of laboratory rotations or visits

18 Implementation (1) Capacities (expertise / human resources / facilities /infrastructure) to achieve the research and adequate task distribution and schedule Adequate exploitation of complementarities and synergies among partners in terms of research and training Private sector involvement at the highest possible level appropriate to the research topic & sufficient evidence of commitment Non-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 recruitment Equal opportunities In 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 results Description of a research PhD theme for each ESR is not provided More details should be provided on the milestones and deliverables within the workplan Limited 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 prospects Stimulation of creativity and entrepreneurial thinking Contribution 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 training Where appropriate, mutual recognition by all partners of the training acquired, including training periods in the private sector Where appropriate, plans for exploitation of results Impact of the proposed outreach activities

24 Example This 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 WMES Make 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-efficient Category 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 Activities Maximum 10% of total EU contribution (real costs category) Category 5: Overheads 10% 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 results ITN app nos. funded success rate threshold LIF 230 19 8.30% 94 ENG 199 14 7% 90 MAT 12 1 88 ENV 95 7 7.40% 91 ECO 18 5.60% SOC 77 6 7.80% PHY 126 8 6.30% CHE 100 TOTAL 857 63 2011 results 285 27 9.50% 92.8 204 9.30% 91.2 15 6.70% 87.2 121 11 9.10% 91.4 92 72 9.70% 99 9 94.2 108 919 84 Scientific panels Chemistry (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’ stronger What 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 students Provide a clear link between the project aim and objectives and individual ESR projects Important 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’ capacities Avoid having one partner dominate research/training activities and budget For multi-partner ITN: recruit mainly ESRs, not ERs. Include networking activities and senior scientists only when adding value to the project activities Consider the commercial aspects i.e. impact and exploitation of the research carried out

31 ITN call 2012 Increased budget! Deadline: 12 January 2012
EUR M An extra EUR 75 M! This will allow for an extra 30 to 35 projects to be funded. Deadline: 12 January 2012 Results: May – June 2012

32 Thank you! Tatiana Panteli European Funding Adviser 32

33 Mandy Heard West Midlands European Service
International Research Staff Exchange Scheme (IRSES) Application Workshop Mandy Heard West Midlands European Service 3rd 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 complete Tips provided by successful applicants Submitting your proposal (EPSS system and process) Evaluation process Q&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 office The Brussels Office Support to the experienced in EU funding Advice on the FP7 Lobbying Policy updates Meeting spaces (WM European Centre) Service Level Agreement Project Management Dissemination Partner Support to the organisations new to or with limited experience of European funding Advice on various funding programmes Project development grants Training in the bid writing and project management Free Feedback on the application and budget Training Sessions (application workshops, project management etc) Travel grants (meet project partners in Europe) Project Development Workshops Information sessions on Funding opportunities One-to-one surgery sessions Partner Searches Working with National Contact Points Linking you to the European projects

37 WMES Birmingham aims To increase the number and value of successful trans-national projects aligned to key regional priorities To draw together the jigsaw of European opportunities and networks across the region into a co-ordinated “offer” of real value to the regional organisations Our approach is to: To increase performance in the region to access a greater share of the funds Link project ideas to local problems and align with regional problems We promote partnership building Transnational Funds enable: Exchange of best practice with partners > Knowledge transfer > Innovative approaches > Improve services > Globally competitive Everyone 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 WM 2000 people trained

39 Which Funds do we support?
Life Long Learning Vocational training skills Employability Innovative learning Policy or delivery INTERREG Regional level Strategy Policy Exchange of best practice LIFE+ Environment Protecting natural Assets / species Strategic / policy Erasmus for Y. Entrepreneurs Work placements in the successful enterprises Marie Curie Actions SMEs/universities Networks Research/Knowledge Transfer Fellowships Competitiveness & Innovation SMEs ICT Innovative products, services and processes Intelligent Energy Europe Energy efficiency Renewable energy sources Energy in transport Integrated initiatives Daphne III Justice, freedom and security Which 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 researchers Develop European human resources potential in R&D Stimulate people to enter researcher profession Attracting & retain researchers from around the world Employment contracts with full social rights Addressed to researchers at all stages of their careers International cooperation and prestige People - 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 Europe To develop Europe’s competitive edge in science and technology MC support mobility to enhance international cooperation To enable the transfer of knowledge between research organisations and enterprises, public and private from different countries Appropriate gender and work/life balance Good 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 Policy This 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 AC The size of the joint programme and partnerships depends on the expected numbers of staff to be exchanged Independent public or private non-profit organisations carying our research Can apply for support for a period of 2-4 years The 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 researchers Experienced researchers Technical and managerial staff How 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 Activities Joint research Training Joint workshops Seminars Networking Transfer of Knowledge Complementarity and synergies between partners are critical Propose 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 States Countries 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 envisaged Exchanges 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 abroad EU 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 costs Countries 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 (from EU/AC towards these countries) are eligible for funding. *Australia, Canada, Japan, Rep. of Korea, New Zealand, USA Countries 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 B Start 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 be Project Acronym is a short title for your project. No symbols etc. This also is requested on A1 – Information on the Proposal Can add further headings if required for an adequate description of the project.

52 B1: Quality of Exchange Programme (complementarities/synergies)
Part B B1: 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 necessary B1 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 projects Threshold 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 shoes What is the reason for the project: What is the science and the project Why – the need, why these partners?

B1.1: Objective and relevance of the joint exchange programme B 1.2: Research quality of the partners B 1.3: Complementarities/synergies between the partners No threshold but priority will be given to this section when there are proposals scoring the same and choices to be made

Objectives: Strengthen/establish international research partnerships between EU and OTC Bringing together complementary expertise and knowledge through mobility to address an issue and create new knowledge to strengthen ERA Deliver a joint multi-annual research programme and knowledge exchange Link to the objectives of IRSES Breakdown to detail the objectives of the exchange programme remembering the objectives of IRSES and Marie Curie Addressing; 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 development The general exchange programme plan is very well identified: the context and goals of the project are well presented All the partners are renowned institutions with very good scientific quality The 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 substantiated International collaborations are not suitably identified for all partners The one month secondments of ESRs are too short to both learn new knowledge and pursue the planned research tasks The deliverables are mostly comprised of reports and papers

59 Describe the science and exchange scheme
B1: Key Areas Describe the science and exchange scheme What 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 IMPACT Demonstrate how that numbers of staff exchanged and the duration are sufficient for achieving the objectives When detailing the current state of the art ensure that any assertions are backed up with evidence – facts / figures When 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 partners Track record in international collaboration, publications and related research Demonstrate complementarities and synergies Detail Scientific and Knowledge Transfer activities in the Work Packages You may wish to disseminate knowledge through conferences, workshops etc

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 systems Involve important scientific partners from non-EU countries XYZ Lead to long-term and large-scale cooperation between partners in an international hub Disseminate 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 knowledge Provide 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 management There 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 expertise Objectives 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 described The numbers and roles of the staff to be exchanged are not fully justified in light of the work-plan proposed and only generally described The 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 Transfer Describe and detail the activities and how knowledge will be transferred and managed Detail 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, conferences ADDED 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 groups Talk about ambitions beyond the end of the project for international research collaboration

70 2.2: Adequacy and role of staff exchanged
B2 Knowledge Transfer 2.2: Adequacy and role of staff exchanged Describe 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, mobility Demonstrate 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 programme State of the art facilities and infrastructures are most appropriate to meet the requirements of the planned cooperation The partners have good capacities and the human resources to carry out the proposed activities The 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 detailed A risk management procedure could have been provided due to the large number of milestones The 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 departments Facilities available that are relevant Other relevant support? Other aspects: e.g. Networks available through partners to disseminate to the wider international community Duplication from B1 is not an issue, as appropriate Include 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 Representative You may wish to put in place a management committee Describe all roles and responsibilities

77 B 3.2: Appropriate of Management Plans
European Charter for Researchers How will your actions and institutions support this? Supportive research environment Working and training conditions Proposal is evaluated with this in mind The Charter and the Code should serve as a quality certificate for research institutions The 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: IMPACT Weighting = 30% Threshold = 3 B 4.1: Relevance of the proposed partnership to the area of collaboration and for the ERA B 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 contributions The partners are eager to develop lasting collaborations beyond the limit of the proposed programme and many credible opportunities are mentioned The addressed topic is relevant within the objectives of ERA The 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 proposal It 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 developed The 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.

“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/partners ERA Lasting international cooperation Remember: MARIE CURIE and IRSES objectives Link 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 A A1: Snapshot of your project (complete by the lead partner) A2: Partner Organisations (completed by each participant) A4: Funding request Integral part of your proposal Support unit help complete Contains different sections A1: general information on the proposal and abstract summarising the project A2: 1 to be completed by each participant requiring administrative information on the organisation i.e. Legal status etc A4: table breaking down the secondments for each participant

86 Acronym: 20 characters max.
PART A: A1 Acronym: 20 characters max. Proposal title: no longer than 200 characters Choose a Scientific panel Abstract: clear – objectives, how, relevance. Used in evaluation: limit 2000 characters Similar proposals? – proposal numbers Flag ethics issues Understandable to a non-specialist

87 PART A: A2 Participant details Insert PIC: may already have one
Legal, admin and financial Status of organisation Person in charge Authorised legal rep Participant 1 = coordinator = invited to hearings, sending evaluation results, additional information Legal 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 Ukraine Duration: 48 months Funding: €


91 EPSS: Electronic Proposal Submission Service
Coordinator registers/edits and uploads forms and submits the proposal Registration is required for one proposal for the call chosen. Register some time in advance of the deadline PIC: Personal Identification Code If your organisation has signed an FP7 contract with the Commission then you should have a PIC With a PIC you do not need to submit legal and financial information Find out in the organisation The 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 EPS Access EPS: Register via the call:

93 Final Checks Ensure you check all eligibility Correct font size and page limits Complete Gantt chart Ensure all forms are completed correctly Cross check ensure the proposal flows and all criteria are answered

94 Individual Assessment report
Proposal Eligibility 3 experts Individual Evaluation ineligible Individual Assessment report Consensus report Consensus meeting Withdrawn Scientific disciplines Panel Review Eligibility criteria are checked for each proposal before evaluation begins Minimum number of participants It is complete – all forms submitted The content of the proposal relates to the topic including any special conditions Excess pages beyond the limit of 30 will be disregarded Each proposal is assessed by at least 3 independent experts Scores will be given for the 4 criteria and not for sub-criteria Each 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 threshold Experts are acting individually. They do not discuss with each other not third parties. Experts give scores and comments against the evaluation criteria – as presented Consensus meeting may be moderated by REA 3 additional experts if a consensus cannot be reached Panel involving independent experts. Panel establishes a ranked list of proposals which passed all thresholds. Panels organised organised according to scientific discipline Evaluation 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 TIPS Be clear and concise Be explicit and not ‘loose’ Be sure that a generalist can understand Do not assume the evaluator will remember form previous sections Highlight important information Clear 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 objectives Demonstrate good rationale and substantiate assertions Read carefully the 2011 People Work Programme and the IRSES Guide for Applicants European Added Value Balanced exchanged programme Timeliness and relevance of the project Contribution to ERA and European excellence Ensure the research experience is appropriate for the activities and programme suggested. Demonstrate the skills Eligibility rules are met for participating countries and mobilities and the researchers are eligible Educate 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 figures Is 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 time Evaluation of Proposals February 2012 Evaluation Summary reports sent to coordinators (initial information letters March 2012 Invitation letter to successful coordinators to launch contract negotiations with REA services April 2012 Letter to unsuccessful applicants From April 2012 Signature of first contracts From July 2012

99 Useful links EPSS
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 rationale Charter 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 Heard European Funding Adviser / GOOD LUCK Thank you! 100

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