Marie Curie Actions: The People Programme Elizabeth Kokozila Centre for Research and Technology Hellas Research Policies and Mobility of Researchers Unit PEOPLE NCP – Helpdesk for Northern Greece UoI ESC Launching Event, 23 February 2011, Ioannina

Where is the money coming from? FP7 ( ) FP7 breakdown (€ million) FP7 = EU’s research funding instrument Budget : Billion € Programmes: Cooperation, Ideas, People, Capacities (+ Joint Research Centre + Euratom) PEOPLE : B €4.75 Marie Curie Actions Cooperation: B€ 32.5 JRC : M€ 1750 Euratom: B €2.75 Nuclear research JRC: B €1.75 Ideas: B €7.51 Capacities: B €4.1

What are the Marie Curie Actions? created more than a decade ago (1996) Most important European programme for researchers’ mobility (50000 Marie Curie fellows to date) evolved actions aimed at structuring training, mobility and career development for researchers in Europe. Implemented through People Programme (FP )

People Programme (FP7) Objectives Develop European human resources potential in R&D Stimulate people to enter researcher profession Retain & attract researchers from around the world Best working and employment conditions, in line with the European Researchers’ Charter Support the Knowledge triangle by exposing new generations of researchers to both public and private, and equip them with appropriate transferable skills

People Programme (FP7) Some basic about Marie Curie: Addressed to researchers at all stages of their careers Open to all domains of research (bottom-up) Mobility (international, intersectoral, interdisciplinary) - a fundamental component in R&D Selection criteria: S&T quality, Quality of participants, Implementation and Impact Budget covers generally salary, mobility and research budget for the researcher Application through competitive calls for proposals… … leading to excellence

People Programme bottom up approach

Marie Curie Actions for each need Marie Curie ActionsObjective Initial training of researchers (1900 M€) Initial Training Networks (ITN) Improve career perspectives of early stage researchers in both public & private sector Life-long training and career development (1170–1400 M€) Intra-European Fellowships (IEF) Career development of experienced researchers by e.g.: diversification skills/competencies; reintegrate after mobility/resume research Career Integration Grants (CIG) Co-funding of regional, national, international programmes (COFUND) Industry dimension ( M€) Industry-Academia Partnerships and Pathways (IAPP) Open and foster dynamic pathways between public research organisations and private commercial enterprises International dimension “World fellowships ” (1170–1400 M€) Outgoing International Fellowships (IOF) Reinforce extra-European dimension of the ERA through mobility through training, knowledge transfer, and cooperation Incoming International Fellowships (IIF) International Research Staff Exchange Scheme (IRSES)

Initial Training Networks (ITN) Aims to improve career perspectives of early stage researchers in both public & private sector Scope:  International networks of participants from public & private sector  Joint research training programme  Complementary skills acquisition: entrepreneurship, management, IPR, grant writing, communication  About researchers funded Eligible researchers : Nationals from any country  Mainly Early-Stage Researchers (ESR): no PhD or less than 4 years experience in research  Experienced researchers (ER): PhD or more than 4 years experience in research, but less than 5 years.  Visiting Professors European Union Contribution  Attractive salaries of recruited researchers  Research and networking costs  Organisation of short training events (workshops, seminars, summer schools and conferences)

Initial Training Networks (ITN) Participants  National organisations (e.g. universities, research centres, etc… whether private or public)  Commercial enterprises, especially SMEs  Non-profit or charitable organisations (NGOs, trusts, etc…)  International European Interest Organisations (CERN, EMBL, …)  The Joint Research Center of the EC  International organisations (WHO, UNESCO, etc…)

2 levels of participation:  Participants (level 1): Recruit and employ researchers to implement the joint training programme, provide specialised and transferable training, offer secondment opportunities  Associated partners (level 2): Do not recruit researchers but provide specialised and transferable training, and offer secondment opportunities  All partners participate in dedicated networking activities and supervisory board Initial Training Networks (ITN) Level of participation

Participant rules: Participants must be universities, research centres, companies, SMEs Typically located in at least 3 different MS or AS (regular size of consortium: 6-10 participants) Involvement of private sector essential Project duration: 48 months Eligible researchers (from any country): early-stage researchers (funding: 3-36 months) - 80% experienced researchers (funding: max 24 months; max 20%) visiting scientists: for short stays (Justified) Community Contribution: Salaries of recruited researchers / visiting scientists Research and networking costs Organization of training events open to external researchers Initial Training Networks (ITN)

Initial Training Networks (ITN) Which Countries? 4 categories of participating countries  EU Member States (MS)  Associated Countries (AC): Albania, Bosnia and Herzegovina, Croatia, FYR Macedonia, Iceland, Israel, Liechtenstein, Montenegro, Norway, Serbia, Switzerland and Turkey  International Cooperation Partner Countries (ICPC)  Other (non-AC, non-ICPC) Third Countries (OTC)  Minimum eligibility criteria: ≥3 Participants from 3 different countries (MS or AC)

Life Long Training & Career Development Career development of experienced researchers by diversification of skills & competences; reintegration after mobility/resume research. (”Significant step” in career) Operated through:  Individual Intra-European Fellowships (IEF)  Career Integration Grants (CIG)  “Co-funding” of national, regional and international fellowship programmes (CO-FUND)  About researchers funded

Intra-European Fellowships (IEF) Main characteristics  To support career development or restart  Experienced researchers* of any nationality *Be in possession of a doctoral degree, or 4 years of full-time research experience at the time of the relevant call deadline  Trans-national mobility* within Member States (MS) or Associated Countries (AC)  Applicants must comply with the rules for mobility *They have not to have resided or carried out their main activity in the country of the host organisation for more then 12 months in the 3 years immediately prior to the relevant deadline  Application submitted by the researcher in conjunction with the host organisation  Project duration: 12 up to 24 months

Career Integration Grants (CIG) Main characteristics  To encourage researchers to establish themselves in a Member State of an Associated Country  Experienced researchers of any nationality  Applicants must comply with the rules for mobility  Project duration: 24 up to 48 months  Flat rate contribution of EUR per researcher/year for research costs

COFUND allows: –The opening up of an existing programme for transnational mobility –The creation of new transnational programmes –The increase in quantity and quality of transnational fellowships awarded by the co-funded programmes –Combating fragmentation of objectives, evaluation methods an working conditions Participant rules : Organisations funding and managing a fellowship programme  Official public bodies (ministries, academies, councils, agencies, …)  Other bodies including research organisations (with official mandate or recognise by public authorities)  Bodies at international level, running such schemes at European level Co-funding of Regional, National and International Programmes (COFUND) Life Long Training and Career Development

COFUND Main characteristics  Duration of Co-funding: months;  No maximum or minimum size of programme required, but the programme should have sufficient impact in the specific scientific field(s) or geographical area;  Bottom-up approach: all domains of research and technological development are eligible.  Eligible researchers  Experienced researchers  Three types of trans-national mobility:  Outgoing : to another MS/AC/TC  Incoming : from another MS/AC/TC  Re-integration : from TC to MS/AC (after a research stay of at least 3 years)  Community contribution 40% of the fellowship costs for eligible researchers (max. 10 M€ per applicant)

Industry–Academia Partnerships & Pathways (IAPP) Foster research collaboration between non-commercial (public) research organisations & commercial enterprises  Based on common research project  Intersectoral mobility & skills exchange  Staff secondments & recruitments of experienced researchers  Usual duration: 48 months  Participants: minimum ONE per sector from 2 different MS/AC (Additional participants: from anywhere in the world  About secondment & recruitments funded Eligible researchers  Staff exchange – secondments (either ESRs or ERs): 2 to 24 months  Recruitment of ERs (optional) : 12 to 24 months – Satisfy the mobility rule Community contribution  Staff secondments and recruitment of experienced researchers (optional)  Research and networking costs  Specific small equipment for SMEs: <10% total contribution

P2 (NL) Recruited researchers from publicized vacancies Sector 2 (commercial) Sector 1 (non-commercial) Staff secondment P3 (CH) P4 (NZ) Recruited researchers from publicized vacancies Limited to 30% IAPP Activities & Participants Coordinator P1 (DE) P5 (DE)

World Fellowships Operated through  International Outgoing Fellowships (IOF)  International Incoming Fellowships (IIF)  International Staff Exchange Scheme (IRSES)  About researchers funded Reinforce the international (extra-European) dimension of the EU’s human resources in R&D

International Outgoing Fellowships (IOF) Main characteristics  Fellowships of 2 phases: initial outgoing phase in a TC (partner organisation) and a re-integration phase in a MS or AC (return host organisation)  Experienced researchers from Member States (MS) or Associated Countries (AC)  Project duration: months (outgoing phase:1-2 year(s); reintegration phase:1 year)  Application submitted by the researcher in conjunction with the host organisation  Grant agreement to be issued with the return host organisation in MS or AC

International Incoming Fellowships (IIF) Main characteristics  Experienced researchers of any nationality active in research in a Third Country (TC)  They must move from a TC to a Member State (MS) or Associated Country (AC)  Applicants must comply with the rules for mobility: they have not to have resided or carried out their main activity in the country of the host organisation for more then 12 months in the 3 years immediately prior to the relevant deadline  Possible return phase of max 12 months for researchers coming from International Cooperation Partner Countries (ICPC)  Project duration: 12 up to 24 months (+ possible return phase : 12 months)  Grant agreement to be issued with the host organisation in MS or AC- in case of return phase in an ICPC, Grant agreement to be issued with the host located in ICPC

Objective: To establish or deepen partnerships between at least 2 research organisations in Member States/Associated Countries and 1 organisation in Countries covered by the European Neighbourhood policy and Countries with S&T Agreements through a joint programme of exchange of researchers International Research Staff Exchange (IRSES)

Countries with EC agreements on S&T: Argentina*, Australia, Brazil*, Canada, China*, Chile*, Egypt*, India*, Japan, South 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 Research Staff Exchange (IRSES) Which countries ? * International Cooperation Partner Countries (ICPC)

 Multi-annual joint exchange programme (balanced & coordinated)  Short term exchanges (up to 1 year per person in total, short visits, i.e. of less than 1 month, are exceptional)  Staff: researchers, management, technical staff  Exchanges to/from Europe (not between EU/AC partners)  Staff are seconded (salary is paid by the institution of origin)  Partner institutes select their staff for exchange  EC contribution: 1900€ researcher/month (+ 200€ for long distance)  For ICPC an identical Community contribution is provided if requested International Research Staff Exchange (IRSES) Exchange Programme

Future Call deadlines & Budget

* ITN (budget for 2 years) ** Duration of fellowships varies from several months to 4 years *** IRSES: These figures do not take into account fellowships paid by third country Marie Curie Actions: Statistics (02/2010) Indicative data per year Submitted proposals Funded projects Budget (ME)Success rate Number of fellowships** expected Range of the number of partners Average EC contribution ITN* % € IEF % € IOF % € IIF % € IRG % € ERG % € Cofund % € IRSES*** % € IAPP % € Total

Marie Curie Actions Mobility Pattern Number of Fellows by host country In Europe fellows prefer UK, Germany and France

Marie Curie Actions Nationality of Fellows

The impact of the Programme has been most significant in relation to: International research training experience, involving most excellent institutions worldwide Development of appropriate skills for the needs of both the public and private sector Impact on quality of Research training in Europe (research work complemented by structured training, supervision arrangements, etc) Impact on Working & Employment Conditions of researchers Impact on funding bodies (through COFUND) Impact on the promotion of The European Charter for Researchers Lessons learned

Evaluators PanelConsensus Individual reading Proposals in suggested priority order Finalisation Criteria Eligibility Submission Full Proposal Proposal forms Final ranking list Rejection list Overview of an Evaluation

Before writing a proposal: Read! 1.Work Program: objectives of the action and evaluation criteria 2.Guide for applicants: practical cases but also the criteria are a bit more detailed 3.Rules for submission of proposals, and the related evaluation, selection and award procedures (for knowledge only)

1) Think about an innovative research project that suits your needs 2) Find the suitable hosts/partners for the project 3) While writing the application, keep in mind: - Objectives of the scheme - Consider carefully all the evaluation criteria (do not undervalue training / impact criteria…) and the sub-criteria - Remember that you have to convince the evaluators - Make sure that the host (partners) are involved in the writing of the application (it feels when it is not the case) - Be clear, concise and realistic; presentation is also important - Make the evaluator’s life easier. - do not wait for the submission 4) Have the application read by a third person Writing a proposal: a few practical points

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