Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 1 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Human Resources and Mobility Marie Curie Actions Agata Stasiak European Commission

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 2 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 INTEGRATING EUROPEAN RESEARCH  STRUCTURING THE ERA 2854 Research and innovation 290 Human resources and mobility (Marie Curie Actions) 1732 Research infrastructures 715 Science and society 88  STRENGTHENING THE FOUNDATIONS OF ERA 347 TOTAL Initial Budget (million euros) excl. Euratom Framework Programme

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 3 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Marie Curie Actions Training / transfer of knowledge / excellence promotion / career development Bottom-up approach (no thematic priorities) Trans-national mobility of participating researchers Promotion of female participation Open to 3 rd country nationals

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 4 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Marie-Curie Actions Overview Host Fellowships for Early-Stage Conferences and Training Courses Research Training Networks Chairs Advanced Lifelong Training and Excellence Early-Stage Training Profile of Fellows  4 years experience or Ph.D. < 4 years experience TeamsAwards International Fellowships Host Fellowships for Transfer of Knowledge Development ActionIndustry-Academia Partnership Intra-European Fellowships Return and Reintegration

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 5 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 WP amended in Sept New Member States Enhancing participation of the private sector New methods of submission (electronically and 2 stage) New ways of evaluation (modifications, new thresholds & weighting criteria) Simplifications & clarifications concerning actions Main changes in Work Programme

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 6 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Main changes in Work Programme Global Context Experience with first evaluation rounds FP6: Worrying oversubscription NMS/CC participation Industry participation Issue of multi-disciplinarity

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 7 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Type of actions covered by the call Deadline for reception of proposals RTN 2 December September 2005 EST 15 Dec (1st stage): April 2005 (2nd stage) TOK 18 May February 2006 Conferences & Training Courses 18 May May 2006 EIF 16 February February 2006 IIF 19 January January 2006 IOF 19 January January 2006 Excellence Awards 16 February February 2006 Researchers in Europe 2 December 2004 ERG IRG Continuous from 19 January 2005 to 19 July 2006 Deadline Overview

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 8 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Type of actions covered by the call Budget 2005Budget 2006 Project Size (€) RTN k – few Mill EUR EST k – 3 Mill TOK k – 1.2 Mill Conferences & Training Courses k – 1 Mill 50 k (single conference) EIF k – 180 k IIF k – 185 k IOF k – 240 k Excellence Awards Teams Chairs k– 1.6 Mill 450 k – 750 k 50 k ERG IRG k 80 k Researchers in Europe 3~40 k Budget Overview

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 9 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Submission & Success

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 10 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Overview of Actions Host Fellowships for Early-Stage Conferences and Training Courses Research Training Networks Chairs Advanced Lifelong Training and Excellence Early-Stage Training Profile of Fellows  4 years experience or Ph.D. < 4 years experience TeamsAwards International Fellowships Host Fellowships for Transfer of Knowledge Development Action Industry-Academia Partnership Intra-European Fellowships Return and Reintegration

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 11 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Development Scheme To develop or reinforce research potential of institutes in need of new competencies Applications by institutions in need of developing new competencies All countries, with priority to Community LFRs/Associate Candidate Countries Host selects & recruits experienced researchers (2-24 months) Possibility to send own staff (2-12 months) to pre-determined institutions + return (same duration as 1st phase)

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 12 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Industry-Academia Partnership To create or develop true strategic & durable partnerships Application by Industry & Academia partners from at least 2 different countries Co-ordinating host from industry or academia, with 1 or more partners from other sector Funding of exchange of experienced researchers amongst staff members, in 1 or both directions (2-24 months) Intersectorial mobility allowed between participants of the same MS or AS up to 30% of the p/m in the project Includes SMEs, spin-offs, start-ups

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 13 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Development Scheme Contractor Incoming fellows, from publicised vacancies Outgoing fellows, own staff to named partners (no more than 50% of p/m)

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 14 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Industry-Academia Partnership Partner (Contractor) Academia or Industry Partner (Contractor) Academia or Industry Contractor Industry or Academia

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 15 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK expensescovered TOK expenses covered Expenses related to Experienced Researchers TOK- DEV: -Monthly living allowance (4-10 years of experience: contract: €47 000/year, stipend: € /year, >10 years of experience: contract: € /year, stipend: € /year) -Travel allowance: at least 1 for each (average € 750), for fellowships from months– 2 times -Mobility allowance: monthly payment (€ 800 for fellow with family charges, € 500 without family charges) -Career exploratory allowance (single payment of € 2 000/fellow only for incoming and for stays of at least 12 months). TOK- IAP: Monthly living + travel+ mobility allowances

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 16 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK expensescovered TOK expenses covered Expenses related to activities of the host TOK- DEV: Basis: no of p/m of researchers sent out - Reimbursement of specific expenses related to the training of researchers in the partner organisation (training, laboratory costs, etc.) within the limit of real cost of € 800 per p/m Basis: no of p/m of researchers hosted -Fixed costs basis (€ 250 per p/m for non-lab, € 500 per p/m for lab based) -Real cost basis (€ per p/m) TOK- IAP: -Fixed costs basis (€ 250 per p/m for non-lab, € 500 per p/m for lab based) -Real cost basis (€ 800 per p/m) Direct costs = Expenses related to Researchers + Expenses related to activities of the host

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 17 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK expensescovered TOK expenses covered Additionally for TOK – DEV and TOK-IAP - Overheads (10% of direct costs) -Management (3% total Community contribution) TOTAL Community Contribution: direct costs+overheads+management

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 18 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK eligible expenses Expenses for the activities carried out by the researchers TOK- DEV: -Staff members sent outside (living, travel, mobility allowances) -Hosted researchers (living, travel, mobility, career exploratory allowances) TOK- IAP: -living, travel, mobility allowances

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 19 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK eligible expenses Expenses for the activities carried out by the host organisations TOK- DEV: -Category F: a)Specific expenses related to the training of researchers in the partner organisation (training, laboratory); limit of real cost of € 800 per p/m b)Contribution to expenses related to the project (incl. equipment costs (fixed (€ 250 or € 500) or real (€ 1 200) costs base; rates per p/m related to hosted researchers) TOK- IAP: -Category F: a)Contribution to expenses related to the project (incl. equipment costs (fixed (€ 250 or € 500) or real (€ 800) costs base; rates per p/m)

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 20 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK eligible expenses Expenses for the activities carried out by the host organisations TOK- DEV and TOK - IAP: -Category G: max. 3% of the Total Community Contribution -Category H: 10% of direct costs except for subcontractors -Category I: equipment expenses if necessary for the project, duly justified on basis of real costs, with prior approval of the EC

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 21 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 TOK changes in Work Programme Transfer of Knowledge Clearer distinction between TOK-DEV and TOK-IAP In TOK-IAP also non-scientific staff eligible In TOK-IAP introduction of intersectoral mobility within one State, under certain conditions.

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 22 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Preparing a good proposal What am I aiming to do? Is there a set proposal structure? What are the evaluators looking for?

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 23 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Preparing a good proposal Step 1: Decide upon action: - -Read the “Handbook” for the actions of interest Step 2: Download the “InfoPack” -Available via CORDIS or Europa -Consult: Work Programme & Guide for Proposers & Guide for Evaluators Step 3: Complete the Proposal -Complete administrative forms (Part A) & proposal description (Part B) in Guide for Proposers

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 24 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Submitting a proposal Electronic Submission (EPSS) –Register on Web for login & password –On-line proposal writing –You may update your application anytime until deadline. Proposals must arrive before or on the deadline

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 25 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Preparing a good proposal InfoPack: Call text: list of Actions that are open for proposals and the deadline for proposal submission. Guide for Proposers (administrative forms – Part “A”, and free text of the project description – Part “B”, details on submission process) Current Work Programme (description of MC Actions, eligibility and evaluation criteria) Also Evaluation Manual (general procedures used for evaluation) Guidance Notes for Evaluators (evaluation principles and procedures, use them to check against the specified criteria)

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 26 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Relevant Documents Brochures Information Submission

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 27 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Structuring a good TOK proposal B1Scientific Quality of the Project B1.1.Research topic (½ A4 page) B1.2.Project objectives (½ A4 page) B1.3.Impact to the Host Organisations (one A4 page) B1.4.Research method and work plan (two A4 pages, plus tables and charts) B2Transfer of Knowledge Activities B2.1.Need for training and transfer of knowledge (one A4 page) B2.2.Content of Transfer of Knowledge (one A4 page) B2.3.Expected impact on training and transfer of knowledge (one A4 page) B2.4.Exchange of personnel (one A4 page plus table)

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 28 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Structuring a good TOK proposal B3Quality / Capacity of the Host Organisations B3.1. Profile of the participants (two A4 pages) B3.2. Quality of infrastructure of the host organisation (one A4 page) B4Management and Feasibility B4.1. Proposed management and organisational structure (one A4 page) B4.2. Management know-how and experience of the main contractor (one A4 page) B5 European Added Value and Relevance to the objectives (Three A4 pages)

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 29 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Evaluating a good TOK proposal Scientific Quality of Project Threshold mark -3 Weighting – 15% Quality of the Knowledge Transfer Threshold mark - 4 Weighting – 15% Quality of Host Weighting – 15% Management and Feasibility Threshold mark -3 Weighting – 15% Added value and relevance to objectives Weighting – 40% Scientific / technological quality, timeliness and relevance of the project Quality of the transfer of knowledge project Quality of the host in its current area of research Practical arrangements for the implementation and management of the TOK project including ability to build upon knowledge transferred Relevance of the proposal to one or more of the specific objectives of the action Research methodology of the project and interdisciplinary and multidisciplinary aspects of the proposal considered Relevance of the project with respect to achieving the declared knowledge transfer project Quality and relevance of international / intersectorial research collaborations Recruitment / exchange strategy, including timetable, equal opportunity policy, etc Structuring effects at the European level and if relevant extent to which other European policy objectives are met. Originality/innovative aspects of the project Match of the targeted researchers’ profile to the knowledge transfer project Quality and adequacy of infrastructure / facilities Feasibility and credibility of the project Likelihood of the transfer of knowledge project to enhance European scientific excellence

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 30 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Evaluating a good TOK proposal Scientific Quality of Project Quality of the Knowledge Transfer Quality of Host:Management and Feasibility Added value and relevance to objectives Match between project and host's profile Quality of the collaborative partnership (where relevant) TOK-DEV: benefit to the host in knowledge transfer; long term capacity building and potential to reach an international level in the field Capacity of the hosts to receive knowledge Appropriate size of requested fellowship with regard to capacity of the host TOK-DEV: extend to which knowledge is transferred to Community less favoured regions and associated candidate countries TOK-IAP-capacity to develop new intersectorial collaborations and to achieve lasting collaborations TOK-IAP Extent to which SMEs contribute to the project

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 31 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Evaluation Process Proposal Eligibility Individual Evaluation Consensus Ethical Issues Thresholds Ranking by the EC Negotiation Result Commission Funding Decision Rejection negative positive

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 32 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Marie Curie Actions To stimulate early stage researchers through participation of conferences and courses Encourage researchers to benefit from the experience of leading researchers (priority to early stage) Variety of actions (including virtual ones) -series of conferences, summer schools, training events etc. on a theme or linked themes -No further calls for large conferences* Funding: Researchers – travel and subsistence, fees for attendance Hosts – organisational expenses, management activities (max 7%), equipment where necessary, publications, invitation of keynote speakers Marie Curie Conferences and Training Courses

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 33 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Conference and Training Courses Features: -Practical events, coherent and non- repetitive (Training courses, conferences) -At least 4 events -Duration max 4 weeks -1st events should not start earlier than 6 months after deadline -Located in MS or AS (exceptionally in a 3rd country) -Max 150 participants -Duration of the project: up to 4 years -Project size from € to € Marie Curie Actions

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 34 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Marie Curie Actions Useful documents: - Handbook - Info Pack: Work Programme & Guide for Proposers & Guide for Evaluators Features of the proposal (s ubmitted by legal entities, can be single or multi-partner) : -bottom-up approach, -relevant to Europe, -multidisciplinary, -intersectorial, or leading-edge nature. Marie Curie Conferences and Training Courses

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 35 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 CF/TC changes in Work Programme CF/TC changes in Work Programme Abolishing support for attending large conferences Support for series of events enpanded However, no support to « repetitive annual conferences »

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 36 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Timetable from submission to contract TOK and SCF TOK Publication of call: 15 December 2004 Deadline: 18 May 2005, (Brussels local time) Evaluation: July 2005 ESR sent: August 2005 Invitation to negotiation: September 2005 Signature of first contracts: December 2005 Budget: TOK – DEV €30 million TOK – IAP €15 million SCF Publication of call: 19 January 2005 Deadline: 18 May 2005, (Brussels local time) Evaluation: July 2005 ESR sent: September 2005 Invitation to negotiation: September/October 2005 Signature of first contracts: December 2005 Budget: €

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 37 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 FP7 – People – HumanPotential FP7 – People – Human Potential Initial training of researchers Marie Curie Networks Life-long training and career development Individual fellowships Co-financing of regional/national/international programmes Industry-Academia pathways and partnerships Industry-Academia Scheme International dimension Outgoing International Fellowships; Incoming International Fellowships; International Cooperation Scheme; Reintegration grants Specific actions Excellence Awards

Science, research and developmentEuropean Commission HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS Page 38 Marie Curie Actions - FP6 Agata Stasiak – Prague 17/03/2005 Thanks for your attention Agata Stasiak DG Research-European Commission Help desk: