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Marie Curie Individual Actions UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

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1 Marie Curie Individual Actions UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

2 UK Research Office Arts and Humanities Research Council
Biotechnology and Biological Sciences Research Council Economic and Social Research Council UK Research Office Engineering and Physical Sciences Research Council Medical Research Council Natural Environment Research Council Science and Technology Facilities Council

3 Marie Curie NCP - helpdesk
Web, , telephone, visits Advice on applying for MC actions: Eligibility Application help Results Contractual issues Advice to those with MC contracts: Social security and tax Model agreements between host and fellow UK Research Office – MC NCP

4 Session overview Policy background and description of actions Financial issues Submission and evaluation of proposals Hints and tips for proposal writing UK Research Office – MC NCP

5 Framework Programme 7 UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

6 Policy Background FP7 – Policy Background
FP7 is designed to achieve the Lisbon and Barcelona objectives and to complement activities in Member States. Support to the European Research Area Budget of € million Complementarity with other EC programmes: Competitiveness and Innovation Education and Training Structural Funds FP7 – Policy Background

7 Main FP7 Countries FP7 Countries EU-27 Associated Countries (FP7)
Austria, Belgium, Bulgaria , Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Italy, Ireland, Latvia, Lithuania, Luxemburg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, UK Associated Countries (FP7) Albania, Croatia, Iceland*, Israel*, Liechtenstein*, Montenegro, FYR Macedonia*, Norway*, Serbia, Switzerland, Turkey Bosnia Herzegovina (in the process of associating to FP7) *except Euratom FP7 Countries 7

8 ICPCs FP7 – International cooperation

9 Framework Programme 7 FP7 Specific Programmes Marie Curie Actions
Co-operation – Collaborative Research Framework Programme 7 European Research Council Marie Curie Actions Capacities – Research Capacity JRC EURATOM

10 FP7 – Marie Curie Actions
Objectives and Policy Context: Make Europe more attractive to researchers Structuring effect on the European Research Area through transnational and intersectoral mobility in order to create a European labour market for researchers Strengthen human potential by: Encouraging people to become researchers Encouraging researchers to carry out their research in Europe Trans-national and inter-sectoral mobility €4.7 Billion FP7 – Marie Curie Actions

11 FP7 – Marie Curie Actions
Principles Skills and competence development at all stages of researchers career Open to all research areas addressed under the Treaty plus possibility of targeted calls Strong participation from enterprises Reinforce international dimension Appropriate gender and work/life balance Good working environment, transparent recruitment and career development FP7 – Marie Curie Actions

12 Overview of Marie Curie Actions
Host Actions Individual Actions Initial Training Networks Industry Academia Partnerships and Pathways NEW - International Research Staff Exchange Scheme Intra- European Fellowships International Incoming Fellowships International Outgoing Fellowships European Reintegration Grants International Reintegration Grants People Specific Programme Also funded: Researcher’s Night, CO-FUND

13 FP7 – People – Marie Curie
MCA - Deadlines Industry-Academia Partnerships & Pathways (IAPP) 25 March 2008 NEW - International Research Staff Exchange Scheme 28 March 2008 European Reintegration Grants (ERG) International Reintegration Grants (IRG) 3 April and 8 October Intra- European Fellowships (IEF) International Incoming Fellowships (IIF) International Outgoing Fellowships (IOF) 19 August 2008 Initial Training Networks (ITN) 2 September 2008 One stage proposal FP7 – People – Marie Curie

14 Central to all MC projects
The RESEARCHER, their training and mobility In order to assess eligibility (for project or fellowship), it is essential that you consider the following: The minimum or maximum amount of research experience stipulated for the action The transnational mobility requirements for the action FP7 – Marie Curie Actions

15 FP7 – Marie Curie Actions
Individual Actions Researcher applies jointly with host Length of stay depending on Action Reintegration Phase Mandatory for International Outgoing Fellowships Optional for International Incoming Fellows (if the fellow is from an international co-operation partner country (ICPC)) Fellow who withdraws cannot be replaced FP7 – Marie Curie Actions

16 Definition of researchers
Early-Stage Researchers 0 - 4 years (FTE) from obtaining degree that qualified them to embark on a doctorate Experienced Researchers in possession of a PhD or at least 4 years experience (FTE) FP7 – Marie Curie Actions

17 Transnational Mobility Requirements
Must not have been resident in host country for more that 12 months in the last 3 years immediately before application deadline (for individual actions) Cannot be a national of host country unless European researcher working outside EU for 3 of the last 4 years Dual nationality and have not resided in a country of nationality for the last 5 years International organisation Return and reintegration grants FP7 – Marie Curie Actions

18 Individual Fellowships
Aimed at ‘Experienced Researchers’ Skills diversification Three categories: Intra-European Fellowships (IEF) International Incoming Fellowships (IIF) International Outgoing Fellowships (IOF) FP7 – Marie Curie Actions

19 Intra-European Fellowships
EU Member or Associated State National or Third Country national if in EU for at least 4 of the last 5 years (assimilated national) 12 – 24 months in a different EU Member State or Associated Country Resuming a career in research Individual applies with host Attaining or strengthening professional independence Skills diversification FP7 – Marie Curie Actions

20 International Outgoing Fellowships
EU Member or Associated State Nationals only 24 – 36 months in total of which months in third country followed by mandatory reintegration phase in European host institutions Individual applies with host Acquiring new knowledge in the third country – bringing it back to the EU/AS Contract is between European host institution and Commission for duration of fellowship Mandatory return phase of 1 year FP7 – Marie Curie Actions

21 International Incoming Fellowships
Third Country nationals only 12 – 24 months incoming phase in EU/AS Possible 1 year reintegration for nationals from ICPC Individual applies with host Contract between European host institution and EC for incoming phase, and between third country host and EC for reintegration / return Knowledge-sharing Mutually-beneficial research co-operation FP7 – Marie Curie Actions

22 FP7 – Marie Curie Actions
European Re-integration Grants (Re)-integration into research career following a period of transnational mobility Applicants must have already benefited from a Marie Curie fellowship under FP6 or FP months minimum FTE The European Re-integration Grant: Supports a research project of 2- 3 years Contributes to the research costs Researcher applies with host institution Start within 12 months of your fellowship end FP7 – Marie Curie Actions

23 FP7 – Marie Curie Actions
International Re-integration Grants Integration into research career in Europe following a period of transnational mobility outside Europe for at least 3 years Contribute to development of lasting co-operation with scientific community of the third country from which they have returned No requirement to have benefited from MCA previously The International Re-integration Grants Support a research project of 2- 4 years Contributes to the research costs Researcher applies with host institution Host commits to researcher for at least 3 years Exceptionally those already employed in research in EU will be considered FP7 – Marie Curie Actions

24 Financial Issues UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

25 Community Contribution
Benefits for the researchers Living allowance Mobility allowance Travel allowance Career exploratory allowance Benefits for the institution Contribution to research costs Contribution to management costs Other eligible costs possible Indirect costs (overheads) FP7 – Marie Curie Actions

26 Researcher Salaries for ITNs
Experience Stipend (€/yr) Employment contract (€/yr) Early-Stage researchers 17,250 34,500 Experienced researchers 26,500 53,000 Experienced researchers (more than 10 years experience) 39,750 79,500 FP7 – Marie Curie - Rates Salaries are inclusive of all compulsory deductions Correction factor applied for cost of living (UK Coefficient 109.2%)

27 Individual fellow allowances
Mobility allowance Without family: €500 per month With family: €800 per month Correction factor applied for cost of living Travel costs – depending on distance € €2500 Career Exploratory allowance € 2000 for stays of more than one year Training / research costs of eligible researchers Lab-based research: € 800 per month Non-lab-based research: €500 per month FP7 – Marie Curie Actions

28 Benefits for the institution
Management Activities maximum 3% of the total EC contribution Contribution to overheads 10% of direct costs except for subcontractors Other types of eligible expenses ERG: Fixed amount € per researcher per year IRG: Fixed amount € per researcher per year FP7 – Marie Curie Actions

29 Contribution to the researcher – example
Activities carried out by the researcher: Researcher with family, going from Bucharest to Paris for two years with an Intra-European Fellowships: Living Allowance: * 2yrs = € Mobility Allowance: 800 * 24 months = € Correction factor = % * 104.4% = € Career exploratory allowance: € 2000 Travel costs: 1000 * 2 yrs = € 2000 Total contribution to the researcher = € Research costs (Lab-based) 800 * 24 = € Total community contribution € (+ overheads + mgt) FP7 – Marie Curie Actions

30 Submission and Evaluation UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

31 MCA – Submission & Evaluations
Proposal Submission All submission done online Contact the EC if there are compelling reasons for why you are unable to submit online Electronic Proposal Submission Service (EPSS) Is available Meet the deadline! MCA – Submission & Evaluations

32 MCA – Submission & Evaluations
Outline of the Process Call fiche Published Proposal submitted Evaluation Process Notification Of results Contract negotiation signature Project Start MCA – Submission & Evaluations

33 Individual Evaluation
Evaluation Process Proposal Rejection Eligibility Individual Evaluation MCA – Submission & Evaluations Consensus Ethical Issues Rejection Thresholds Ranking by Commission Negotiation Rejection Negative Result Commission Funding Decision

34 Your project is mainly defined in ….
…PART B of the proposal forms (Part A is administrative info) PART B addresses the evaluation criteria …which vary according to MCA …and have different weightings and thresholds General structure of Part B for individual fellowships is: Cover Page, Table of Contents S & T Quality Training/Transfer of Knowledge Researcher Implementation Impact FP7 – Marie Curie – Your Proposal

35 Evaluation of proposals
Evaluation by competent experts in the field Need to address all of the issues to maximise scores Total score is 100% Overall threshold (70%) Some criteria have a threshold Each area is weighted Science counts for 25% You must focus on the objectives of the activity to be successful MCA – Submission & Evaluations

36 European Charter and Code
European Charter for Researchers addresses: Roles and responsibilities Entitlements of researchers and their employers or funding organisations. Code of Conduct for the Recruitment of Researchers aims to: improve recruitment and make selection procedures fairer and more transparent proposes different means of judging merit MCA – Submission & Evaluations

37 Maximising Your Chances of Success - Individual Fellowships UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

38 What does the Commission want?
A project that matches “their” objectives Marie Curie – What’s required

39 Individual Fellowships – Part B
Other issues FP7 – People – Marie Curie 3/5 S & T Quality % 3/5 No thresholds for IIF Training & knowledge transfer 15% Researcher % 4/5 Implementation % No threshold Impact % No threshold Overall threshold 70%

40 FP7 – People – Marie Curie
MCA – S&T Quality Sub-criteria 3/ % Scientific/technological quality, incl any interdisciplinary and multidisciplinary aspects of the proposal Research methodology Originality & innovative nature of project, and relationship to ‘state of the art’ Timeliness and relevance of project Host scientific expertise in the field Quality of the group / supervisors FP7 – People – Marie Curie

41 MCA – Training – IEF/IOF
Sub-criteria 3/5 15% Clarity and quality of the research training objectives for the researcher Relevance & quality of the additional scientific training & complementary skills offered Host expertise in training experienced researchers in the field & capacity to provide mentoring / tutoring FP7 – People – Marie Curie

42 MCA – Transfer of Knowledge - IIF
Sub-criteria 3/5 15% No threshold for IIFs Potential of transferring knowledge to European host and/or bringing knowledge to Europe Clarity and quality of the transfer of knowledge objectives FP7 – People – Marie Curie

43 IEF/IIF/IOF Tips– Training (1)
Positive feedback: Clear assignment of scientists responsible for the training Contemplates training courses specifically designed for postdoctoral fellows Research training objectives are clearly identified and described Both participants will benefit from their mutual collaboration, not only through direct joint work, but also through the interaction with the whole research group Marie Curie – Evaluation Criteria

44 IEF/IIF/IOF Tips – Training (2)
Negative Feedback A research project with no training element The host asserts skills without presenting convincing evidence of competence The range of techniques described would clearly be valuable to the researcher, but the lack of detailed description does not inspire confidence in the quality of training available. Marie Curie – Evaluation Criteria

45 FP7 – People – Marie Curie
MCA – Researcher Sub-criteria 4/5 25% Research experience Results including patents/publications/teaching Independent thinking & leadership qualities Match between the fellow’s profile and research Potential to acquire new knowledge IEFs: Potential for reaching a position of professional maturity FP7 – People – Marie Curie

46 IEF/IIF/IOF Tips - Researcher
Work experience (in research) Industrial experience and expertise Transferable skills Prizes, Awards, Lectures etc Research potential Independent thinking and leadership qualities Match between fellow’s profile and project Cross and multi-disciplinary experience Give evidence of statements Referee assessment Marie Curie – Evaluation Criteria

47 IEF/IIF/IOF Tips - Researcher
Positive Feedback: Clear evidence of research experience and potential Clear evidence of leadership qualities Potential to acquire new knowledge is high Good references Clear list of Prizes, Awards, Lectures, etc Negative Feedback: CV lacks data on record Limited experience as has only been at one University Limited experience or technical skills related to project References were similar and from one institution Marie Curie – Evaluation Criteria

48 FP7 – People – Marie Curie
MCA – Implementation Sub-criteria No threshold 15% Quality of infrastructure / facilities & international collaborations of host Practical arrangements for implementation & management of scientific projects Feasibility & credibility of project, including work plan Practical & administrative arrangements & support for hosting fellow FP7 – People – Marie Curie

49 IEF/IIF/IOF Tips - Implementation
Does the host institution have the infrastructure required for the project – and will the researcher have access to it? Have you thought about how the project will be implemented in practice? What support is the host providing for the fellow? (e.g. resources for helping the fellow settle in; access to language courses) Marie Curie – Evaluation Criteria

50 FP7 – People – Marie Curie
MCA – Impact Sub-criteria No threshold 20% Potential of acquiring competences during fellowships to improve prospects of reaching and / or reinforcing a position of professional maturity, diversity & independence, in particular through exposure to complementary skills training Contribution to the career development, or re-establishment where relevant Contribution to European excellence and European Competitiveness FP7 – People – Marie Curie

51 IEF/IIF/IOF – Impact For international fellowships : potential for creating long term collaborations and mutually beneficial co-operation between Europe and the third country For incoming fellowships : contribution to the socio-economic development of the Developing Countries or emerging and transition economies by transfer of knowledge and human capacity building (where appropriate) Marie Curie – Evaluation Criteria

52 Marie Curie Actions Individual Fellowships – IEF/IOF/IIF
FP7 – Marie Curie Intra-European Fellowships (IEF) – Aug 2007 1699 proposals received Success rate: 25% International Outgoing Fellowships (IOF) – Aug 2007 341 proposals received Success rate: 29.3% International Incoming Fellowships (IIF) – Aug 2007 573 proposals received Success rate: 23% Overall Success Rate The budget was distributed among the evaluation panel in direct proportion to the number of eligible proposals.   However, the exact number of proposals funded will depend on the outcome of negotiations, the available budget and the completion of formal procedures.

53 Reintegration Grants – Part B
Other issues FP7 – Marie Curie Actions 3/5 S & T Quality % 3/5 No thresholds for ERG Researcher % Implementation % No threshold Impact % No threshold Overall threshold 70%

54 Hints & Tips UK NCP for Marie Curie Cecilie Hansen Nicholas Harrap

55 Approaching your project proposal writing
Work with your supervisor Keep the Guide for Applicants in front of you Treat the criteria as examination questions Think about the way your write Brainstorm each section Then focus on a section at a time Plan your proposal writing FP7 –Marie Curie – Hints & Tips

56 Approaching your project proposal writing
It will feel repetitive – addressing issues from different angles Stick to the page limit Think about your evaluators Clearly address the main objectives Use clear and concise language Explain country specific jargon Provide them with the evidence they need Find colleagues to read it through FP7 –Marie Curie – Hints & Tips

57 General points on a good proposal – FP6 experience
Meet the deadline Characteristics of success / failure 90%+ well detailed, excellent and clear training programme and great science of clear EU wide benefit and potential in a new area 80-90% good project, lacking some detail on training, evaluating output and perhaps clashes with existing programmes 70-80% Some obvious omissions, consortium design needs adjusting, some science issues not addressed, concerns over transfer of knowledge % Serious omissions, lack of detail, poor management plans, no milestones FP7 –Marie Curie – Hints & Tips

58 Overview of Marie Curie Actions
Any questions? FP7 – Marie Curie Actions

59 FP7 – Marie Curie Actions
Further Information UKRO NCP website: Queries on the schemes: Tel: ; Fax Other useful websites: FP7 – Marie Curie Actions

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