1. http://www.ukro.ac.uk FP7 Marie Curie Actions

2. 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 €50 521 million Complementarity with other EC programmes: Competitiveness and Innovation Education and Training Structural Funds FP7 – Policy Background

3. EU-27 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) Croatia, Iceland*, Israel*, Liechtenstein*, FYR Macedonia* Norway*, Serbia, Switzerland, Turkey Albania, Bosnia Herzegovina and Montenegro (in the process of associating to FP7) *except Euratom Main FP7 Countries FP7 Countries 3

4. ICPC countries FP7 – International cooperation

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

6. 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 Marie Curie Actions FP7 – People – Marie Curie

7. 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 – People – Marie Curie

8. Overview of Marie Curie Actions People Specific Programme Host ActionsIndividual 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 Also funded : Researcher’s Night, CO-FUND

9. Marie Curie Programme FP7 – Next Calls for Proposals MC SchemeOpensDeadline? Researcher Night30 Nov 20075 Mar 2008 CO-Funding of Regional, national & International Progs16 Nov 0713 Mar 2008 IAPP Industry Academia Partnerships & Pathways30 Nov-0725 March 2008 IRSES International Staff Exchanges30 Nov 200728 March 2008 ERG European Reintegration Grants30 Nov 2007 Cut-off dates: 3 Apr and 8 Oct 2008 IRG International Reintegration Grant 30 Nov 2007 Cut-off dates: 3 Apr and 8 Oct 2008 IEF Intra-European Fellowships19 March 200819 August 2008 IIF International Incoming Fellowships19 March 200819 August 2008 IOF International Outgoing Fellowship19 March 200819 August 2008 ITN Initial Training Networks4 April 20072 Sep 2008 CO-Funding of Regional, national & International Progs19 Nov 200819 Feb 2009

10. MCA – 2007 Budget breakdown € Million FP7 – Marie Curie

11. 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 – People – Marie Curie

12. Definition of researchers Early-Stage researchers0 - 4 years (FTE) from obtaining degree that qualified them to embark on a doctorate Experienced researchersi)in possession of a PhD or i)at least 4 years experience (FTE) FP7 – Marie Curie Actions

13. Transnational Mobility Requirements Must not have been resident in host country for more that 12 months in the last 3 years immediately before reference date [time of appointment for ITNs, and IAPP, application deadline for all other 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 – People – Marie Curie

14. EU-27 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*, FYR Macedonia*, Montenegro, Norway*, Serbia, Switzerland, Turkey Bosnia Herzegovina (in the process of associating to FP7) *except Euratom Main FP7 Countries FP7 Countries 14

15. http://www.ukro.ac.uk Opportunities under FP7 Marie Curie Actions - Individual Actions

16. Overview of Marie Curie Actions People Specific Programme Host ActionsIndividual 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 Also funded : Researcher’s Night, CO-FUND

17. 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

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 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 FP7 – Marie Curie Actions EU Member or Associated State Nationals only 24 – 36 months in total of which 12 -24 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

21. International Incoming Fellowships FP7 – Marie Curie Actions 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

22. Individual Fellowships – Part B Other issues Training & knowledge transfer 15% S & T Quality 25% Researcher 25% Implementation 15% Impact 20% FP7 – People – Marie Curie 3/5 3/5 No thresholds for IIF No threshold 3/5 Overall threshold 70%

23. European Re-integration Grants FP7 – Marie Curie Actions (Re)-integration into research career following a period of transnational mobility Applicants must have already benefited from a Marie Curie fellowship under FP6 or FP7 - 18 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

24. FP7 – Marie Curie Actions Integration into research career in Europe following a period of transnational mobility outside Europe for at least 3 years 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 Exceptional cases applications from those already employed by European research organisation will be considered – but must demonstrate improvement in employment conditions or career prospects International Re-integration Grants

25. Results for individual actions IEF 1672 eligible proposals 25.3% success rate IIF 562 eligible proposals 23.3% success rate IOF 332 eligible proposals 30% success rate ERG 46 eligible proposals 43 recommended for funding (April) 62 eligible proposals 58 recommended for funding (October) IRG 127 eligible proposals 106 recommended for funding (April) 174 eligible proposals 75 recommended for funding (October)

26. http://www.ukro.ac.uk Marie Curie Industry Academia Pathways and Partnerships

27. Host Actions ITNs, IAPPs and IRSES are Host Actions This means: Host institutions/network applies for a number of fellows/researchers Host’s proposal is evaluated For IAPP and ITNs: selected host/network advertises fellowship position and selects fellows/researchers Contract duration with host, usually 4 years FP7 – Marie Curie – Host Actions

28. What is an Industry–Academia Pathways and Partnership? FP7 – Marie Curie - IAPP It is a two-way partnership with at least one commercial enterprise and non-commercial organisation in two different Member States or Associated Countries An IAPP aims to increase industry-academia co-operation by: Supporting the creation, development, reinforcement and execution of strategic partnerships Creating diverse career possibilities and experience for researchers Knowledge sharing/cultural exchange, especially SMEs Aiming for longer term co-operation between both sectors

29. What is industry? “In the implementation of this programme, the definition of "industry" is to be seen in a wider scope than just the traditional manufacturing and/or production industries and is to comprise enterprises in the general sense of commercial economic actors.” FP7 – Marie Curie - IAPP

30. What can you do with an IAPP? FP7 – Marie Curie - IAPP Recruit experienced researchers for between 2 months and 2 years Staff exchange – early stage or experienced researchers (and possibly technical staff and research managers!) for between 2 months and 2 years Organise common workshops/conferences Inter-sectoral mobility possible, within framework of whole project, in same country up to a maximum of 30% of total researcher months For SMEs, a contribution towards small equipment costs (up to 10% of project total)

31. Activities - Industry–Academia Pathways and Partnerships NEW RECRUITS   Host 1 Industry /Academia Host 2 Academia/ Industry Member/ Associated State 1 Member/ Associated State 2   FP7 – Marie Curie - IAPP

32. Community Contribution Includes: Salary costs (living, mobility, travel and career exploratory allowance) Contribution to research costs, networking and organisation of conferences Contribution to management costs Other eligible costs possible [for SMEs only in IAPPs] An overhead FP7 – Marie Curie - Money

33. Researcher Salaries for IAPPs ExperienceStipend (€/yr) Employment contract (€/yr) Early-Stage researchers 17,25034,500 Experienced researchers (4 – 10 yrs) 26,50053,000 ER (> 10 yrs experience) 39,75079,500 FP7 – Marie Curie - Rates Salaries are inclusive of all compulsory deductions Correction factor applied for cost of living (UK Coefficient 109.2%)

34. Travel costs – depending on distance € 250 - €2500 Mobility allowance Without family: €500 per month With family: €800 per month Correction factor applied for cost of living Career Exploratory allowance € 2000 for stays of more than one year N/A FP7 – Marie Curie - Rates Allowance rates - IAPP

35. Benefits for the institution - IAPP Research Training €800 (IAPP) per month Organisation of international conferences etc €300 per researcher per day for those outside IAPP Management Activities maximum 3% (IAPP) of the total EC contribution Contribution to overheads 10% of direct costs except for subcontractors Other types of eligible expenses For SMEs only, up to 10% of total community contribution (IAPP only) FP7 – Marie Curie - Rates

36. IAPP – Results of first call PANEL Evaluated proposals Below Threshold(s) Above thresholds CHE413 ECO312 ENG321517 ENV1468 LIF35926 MAT11 PHY826 SOC523 TOTAL10236 (35%)66 (65%) FP7 – Marie Curie - Rates Overall success-rate: 35-40% The majority of projects have two partners only

37. Examples of funded IAPPs Life Sciences: FIGHTMAL - Correlating protection against malaria with serum profiles against Plasmodium falciparum antigen repertoires People living in endemic malaria areas develop, with time, a form of immunity infection and clinical disease. Currently there are no assays or clinical parameters that predict whether an exposed person is protected against malaria. This represents a major obstacle for vaccine development. Here research institutions and industrial partners, combining cutting edge expertise join their efforts with the aim unravel correlates of protection against human malaria. Estimated EU contribution: € 1.95 million Co-ordinator: Prof. Andrea Crisanti, University of Perugia, Italy, Partners from: UK (Microtest Matrices Ltd and London School of Hygiene andTropical Medicine), France (Protein'eXpert), Uganda (Med Biotech Laboratories) FP7 – Marie Curie - IAPP

38. Examples of funded IAPPs Economics: CEI-EGE China's Electricity Industry: Efficiency, And The Environment The electricity industry in China has to meet three challenges: to supply growing economy with sufficient power, to make power plants more efficient, reduce the health-damaging impact of its coal-fired power plants. Understanding extent and the nature of these challenges is of major concern for decision- both in the public and private sectors in China and Europe. The proposed will aim at providing policy makers and industrialists with a comprehensive detailed economic and technical assessment of the capability of China's industry to meet environmental demand for its sustainable development Estimated EU contribution: € 0.67 million Co-ordinator: Prof. Eric Girardin, Université de la Méditerranée, France, Partners from: UK (Brunel University); Switzerland (SwissElectricity) FP7 – Marie Curie - IAPP

39. Some IAPP Issues Sorting out mix of short and longer term secondments Related employment, tax, social security and pension issues – left up to hosts to sort out Staff time is only funded while on secondment PhD Students can’t be recruited but can be seconded after a certain period of employment Requirements on continued employment after secondment FP7 – Marie Curie - IAPP

40. http://www.ukro.ac.uk Marie Curie Initial Training Networks

41. What is an ITN? FP7 – Marie Curie - ITN An ITN aims to : Strengthen Early Stage Training at EU level Attract people to scientific careers Improve career perspectives by development of broad skills (including needs of industry)

42. What is an ITN? FP7 – Marie Curie - ITN By: Offering a series of fellowships to ESR and EXR through a Joint Training Programme including complementary skills modules And, as an option, hold short training events open to researchers outside the network As an option, recruit ‘visiting scientists’ ITNs are in: Defined scientific fields as well as inter-disciplinary, new and emerging supra-disciplinary fields

43. Who can participate in an ITN? FP7 – Marie Curie - ITN At least 3 different research groups from Member or Associated States, of which 2 must be Member or Candidate Countries BUT ALSO it can be single or twin sites (in Member or Associated States) if the international context is strong Third country partners are eligible, in addition to the minimum requirements. International Co- operation Partner Countries (ICPC) may receive funding, whilst those in non-ICPCs may receive funding if absolutely essential for the project

44. Who participates in an ITN? FP7 – Marie Curie - ITN An ITN has both industrial and academic partners. Industry must be in involved at one of three levels: As a full partner Provider of specific training or secondment opportunities On the Advisory Board An ITN must have Coherent quality standards and mutual recognition of training/ diplomas

45. Who can you recruit to an ITN? FP7 – Marie Curie - ITN An ITN supports researchers: With up to 5 years FTE From all over the world For periods of 3 - 36 months (ESRs) For periods of 2 – 24 months (EXRs) As well as visiting scientists (optional) To carry out teaching and supervisory work For a period of at least 1 month

46. The size of an ITN The size of the network should reflect your needs and the aim of the project, but Indicative number of partners (Guide for Applicants): 6 – 10 FP6 indicative number of researcher months: EST: 72 – 999 (average 300) (last call) 80/20 EST / ER split FP7 – Marie Curie - ITN

47. Definition of Fellow’s Allowances These are all flat rates Living Basic salary Varies according to research experience Mobility Relocation costs including language courses Varies according to family situation Travel Every 12 months travel from location of origin to fellowship location Career exploratory Fellowships at least 1 year to spend on career development activities FP7 – Marie Curie - Allowances

48. Community Contribution - ITNs Includes: Salary costs (living, mobility, travel and career exploratory allowance) Contribution to research costs, networking and organisation of conferences Contribution to management costs An overhead FP7 – Marie Curie - Money

49. Researcher Salaries for ITNs ExperienceStipend (€/yr) Employment contract (€/yr) Early-Stage researchers 17,25034,500 Experienced researchers (< 5yrs) 26,50053,000 Visiting Scientist (4 - 10 yrs experience) 34,45068,900 VS (> 10 yrs experience) 51,675103,350 FP7 – Marie Curie - Rates Salaries are inclusive of all compulsory deductions Correction factor applied for cost of living (UK Coefficient 109.2%)

50. Travel costs – depending on distance € 250 - €2500 Mobility allowance Without family: €500 per month With family: €800 per month Correction factor applied for cost of living Career Exploratory allowance € 2000 for stays of more than one year Training / research costs of eligible researchers (ITNs only) Lab-based research: € 600 per month Non-lab-based research: €300 per month FP7 – Marie Curie - Rates Allowance rates

51. Benefits for the institution – ITN & IAPPs Research Training €600 (ITN) per month Organisation of international conferences etc €300 per researcher per day for those outside ITN Management Activities maximum 7% (ITN) of the total EC contribution Contribution to overheads 10% of direct costs except for subcontractors Other types of eligible expenses N/A FP7 – Marie Curie - Rates

52. ITNs – result of call 1 (stage 1) PANEL Evaluated proposals Below Threshold(s) Above thresholds LIF22997132 ENG1838598 PHY1527874 CHE1154570 ENV954154 SOC783444 MAT291712 ECO211011 TOTAL902407 (45%)495 (55%) 197 proposals invited to submit a stage 2 proposal Success rate at the second stage: 40% FP7 – Marie Curie - ITN

53. ITNs – result of call 1 (stage 2) 196 proposals submitted 68 recommended for funding Success rate at second stage 35% In 2008 ITNs will have a 1 stage application process FP7 – Marie Curie - ITN

54. http://www.ukro.ac.uk International Research Staff Exchange Scheme

55. What is IRSES? FP7 – Marie Curie - IRSES A new scheme aimed at Strengthening research partnerships through staff exchanges and networking activities Support to research organisations to establish or reinforce long-term research co-operation through a coordinated joint programme of exchange for researchers for short periods Encourages exchange of best practice

56. What is IRSES? Two-way staff secondments between institutions in EU/AC and eligible third countries At least two participants from two different MS/AC and one partner from an eligible third country Secondment between 0 – 12 months Project duration of 24 – 48 months Commission contribution: EUR 1800/researcher/month for EU/AC secondments FP7 – Marie Curie - IRSES

57. Eligible IRSES Countries (not showing eligible EU MS/AC) FP7 – Marie Curie - IRSES

58. Who can participate in IRSES? Eligible staff include researchers, technical and management staff Eligible countries: EU Member States and Associated Countries Countries in the European Neighbourhood Policy: Armenia, Algeria, Azerbaijan, Belarus, Egypt, Georgia, Jordan, Lebanon, Libya, Moldova, Morocco, Palestinian-administered areas, Syrian Arab Rep., Tunisia, Ukraine Countries that have an S&T agreement with the EU: Argentina, Australia, Brazil, Canada, China, Chile, Egypt, India, Japan, South Korea, Mexico, New Zealand, Russia, South Africa, Tunisia, Ukraine, United States FP7 – Marie Curie - IRSES

59. Additional Information Match funding required – tbc which third countries will allocate funding for the scheme Consortium agreement required In specific and well justified cases, a Community contribution towards travel and subsistence for ICPC countries and in particular countries covered by the European Neighbourhood policy may be envisaged FP7 – Marie Curie - IRSES

60. http://www.ukro.ac.uk Tips on writing your MCA proposals

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

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

63. Weightings and thresholds for ITNs WeightingThreshold Scientific quality of the project 30%3 Training and/or TOK activities 30%4 Implementation20%3 Impact20%n/a Overall threshold of 70% applies FP7 – Marie Curie – ITNs

64. Weightings and thresholds for IAPPs WeightingThreshold Scientific quality of the project 25%3 Training and/or TOK activities 20%3 Implementation25%3 Impact30%n/a Overall threshold of 70% applies FP7 – Marie Curie – IAPP

65. S & T Quality S&T objectives of the research programme, including in terms of intersectoral issues Scientific quality of the research programme Scientific quality of the joint collaborative research programme Appropriateness of the research methodology Originality and innovative aspect of the research programme. Knowledge of the state- of-the-art FP7 - Marie Curie – IAPP criteria

66. Training Quality of the transfer of knowledge programme Consistency with the research programme. Importance of the transfer of knowledge in terms of intersectorality Adequacy of the role of researchers exchanged and recruited from outside the partnership with respect to the transfer of knowledge programme. FP7 - Marie Curie – IAPP criteria

67. Implementation Capacities (expertise / human resources/ facilities /infrastructures) to achieve the research and exchange of know-how and experience Complementarities between the partners and its relevance in the research project Appropriateness of the plans for the overall management of the training programme (demarcation of responsibilities, rules for decision making, etc.) Clarity of the recruitment strategy (including time table), based on competitive international recruitment and incorporating an equal opportunity policy. Coherence of the conditions of recruitment and employment with the principles of the "Code of Conduct for the recruitment of researchers" FP7 - Marie Curie – IAPP criteria

68. Implementation Clarity in the lay out of IPR issues linked to this collaboration Adequate exploitation of complementarities and synergies among partners in terms of transfer of knowledge Appropriateness of the size of the requested training programme with respect to the capacity of the host How essential is non-ICPC Third Country participation, if any, to the objectives of the research training programme Relevance of the proposed partnership to the area of collaboration FP7 - Marie Curie – IAPP criteria

69. Implementation - tips The match of the targeted researchers’ profile to the knowledge transfer is clear Recruitment processes and coordination between partners are well specified Mention adherence to principles of Code of Conduct of the Recruitment of Researchers Detailed management processes and plan Clear that an experienced team is in place for managing project FP7 - Marie Curie – IAPP criteria

70. Implementation - tips High level commitment from the host institutes and its collaborating partners. The practical arrangements for the implementation of the joint research programme and the management structure are described, including the sharing of intellectual property rights. The host provides accommodation, and visiting positions will be properly advertised FP7 - Marie Curie – IAPP criteria

71. Impact Provision to develop new intersectoral and lasting collaboration Strategy for the dissemination and facilitation of sharing of knowledge and culture between the participants and external researchers (including international conferences, workshops, training events). Extent to which SMEs contribute to the project. In case of SMEs participation: Adequacy of the available infrastructures for the performance of the project. In case extra equipment is requested, necessity and justification in the context of the partnership. FP7 - Marie Curie – IAPP criteria

72. Impact - tips Long term and stable integration of the partnership beyond the IAPP contract Mutual balance in expertise Well balanced between different R & D activities FP7 - Marie Curie – IAPP criteria

73. Links UK National Contact Point for Marie Curie http://www.ukro.ac.uk/mariecurie CORDIS http://cordis.europa.eu/mariecurie-actions/ The Charter and the Code http://europa.eu.int/eracareers/europeancharter/http://europa.eu.int/eracareers/europeancharter/ UK HE Sector analysis: http://www.rcuk.ac.uk/news/gapanalysis.htm European Researchers’ Mobility Portal http://ec.europa.eu/eracareers/index_en.cfm Marie Curie Vacancies http://mc-opportunities.cordis.lu/ Queries mariecurie-uk@bbsrc.ac.uk FP7 – People – Marie Curie