FP6 Marie Curie Information Day Host actions University of Stirling, 4th December 2003

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FP6 Marie Curie Information Day Host actions University of Stirling, 4th December 2003

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Title: FP6 Marie Curie Information Day Host actions University of Stirling, 4th December 2003

1
FP6 Marie Curie Information DayHost
actionsUniversity of Stirling, 4th December 2003

Estelle Kane
UK Research Office

2
What is UKRO?
Biotechnology and Biological Sciences Research
Council (BBSRC)
Economic and Social Research Council (ESRC)
Engineering and Physical Sciences Research
Council (EPSRC)
Medical Research Council (MRC)
Natural Environment Research Council (NERC)
Particle Physics and Astronomy Research Council
(PPARC)
3
UKROs mission
To promote effective UK participation in EU
funded research, higher education training
related activities by alerting subscribers to
the opportunities available providing updates on
developments exchanging information between UK
EU
4
UKRO services

Web http//www.ukro.ac.uk
Advice to European Officers researchers
UK Mobility National Contact Point
UK Briefing visits
Brussels Meeting room

5
Overview of session

What is the European Research Area (ERA)?
What is the Framework Programme?
Outline of Marie Curie Actions
Proposal submission and evaluations
Making the most of your application

6
European Research Area (ERA) Rationale

Need to bring national initiatives closer
together, and help them achieve greater coherence
This is the aim of the ERA project, the reference
framework for European research since the Lisbon
European Council in March 2000

7
ERA objectives

Research
Innovation
Infrastructure
Human Resources
Science, Society and Citizens

European Research Area, Commission Paper, Jan 2000
8
What is a Framework Programme?

The principal EU Programme for RTD
4 years in duration
FP5 1999-2002 14.96Bn
FP6 2002-2005 17.5Bn
Contract research
European collaboration
User driven approach
Prioritised research areas

9
Programme content
Life Sciences, Genomics and Biotechnology for
Health
New/Emerging ST and Policy Support
Information Society Technologies
Nanotechnologies and Nanosciences,
Knowledge-Based Multifunctional Materials
and New Production Processes and Devices
SME Activities
Specific Activities Covering a Wider Field of
Research
Thematic
Aeronautics and Space
Food Quality and Safety
International Co-operation
Sustainable Development, Global Change and
Ecosystems
Citizens and Governance in the Knowledge Society
Science and Society
Innovation and SMEs
Human Resources and Mobility
Research Infrastructures
Horizontal
Co-ordination of Research Activities
Development of RTD/Innovation Policies
Underpinning
10
Participation in the Framework Programme

EU Member States Austria, Belgium, Denmark,
Finland, France, Germany, Greece, Ireland, Italy,
Luxembourg, Netherlands, Portugal, Spain, Sweden,
UK
EEA CountriesIceland, Liechtenstein, Norway
Association Agreement Countries Israel,
Switzerland
Candidate Countries Bulgaria, Cyprus, Czech
Republic, Estonia, Latvia, Lithuania, Hungary,
Malta, Poland, Romania, Slovakia, Slovenia,
Turkey
Third Countries INCO (Developing, Mediterranean,
Russia and NIS, Western Balkans), all other
countries

11
Marie Curie Actions in brief

Estelle Kane
UK Research Office

12
What are Marie Curie Actions?

Human Resources and Mobility Programme
1580M
A series of fellowships to support the
training and mobility of researchers, within the
context of promoting excellence in European
Research
Aimed at individual researchers, research groups
and companies

13
Key features

Open to 3rd country nationals
No age limit, but experience criterion
Reintegration and return measures
Excellence promotion measures
Life-long learning concept
Personal/family situation of researchers
Bottom-up approach

14
Marie Curie programme structure
MC Chairs
Re-integration Grants
Institutional funding
Excellence Grants Awards
Transfer of Knowledge Fellowships
Experienced
Individual funding
Intra-European Fellowships
In/Out International Fellowships
Return funding
Conferences Courses
Excellence funding
PhD (or 4 years)
RTNs
Early Stage Training
Early Stage
15
Host driven actions

Host institutions/network applies for a number of
fellows/researchers
Hosts proposal is evaluated
Selected host/network advertises fellowship
position and selects fellows/researchers
Contract duration with host, usually 4 years
Fellows stay depending on Action (up to 3 years)

16
Individual driven actions

Researcher applies jointly with host
Length of stay depending on Action
Fellows who withdraw cannot be replaced

17
Definition of researchers

Early Stage
Starting a research career, i.e. postgrad
No PhD or lt4 years research after first degree
Experienced
PhD or 4 years research experience after first
degree
Very experienced
More than 10 years research experience

18
Transnational mobility requirements

Must not have been resident in host country for
more that 12 months in the last 3 years
immediately before application (Individual
actions) or start of work (Host actions)
Cannot be a national of host country unless
European researcher working outside EU for 4 in
the last 5 years
Dual nationality and have not resided there in
last 5 years
International organisation
Return and reintegration grants
Note that Excellence Team leaders are exempt

19
Types of Fellowship

Research Training Networks (RTNs)
Early Stage Research Training (ESTs)
Transfer of Knowledge (ToK)
Outgoing International
Incoming International
Excellence Actions
Conference

20
Research Training Networks

Well defined collaborative research projects of
recognized international stature
Minimum 3 partners in 3 Countries
Flexible framework for the Training and
Development of Researchers
(Appropriate mix of Early Stage and Experienced
researchers)
Promotion of multidisciplinary research
Up to 3 year fellowships, including short stays

21
Early Stage Researcher Training

Higher Education, Research Centers, Enterprises
Early stages of their career (lt4 years, i.e.
predoc)
Structured training in research, competencies and
complimentary skills
3 Year fellowships, including short stays
Single Group or Multi-partner
Including those involved in International
Doctoral Studies

22
Transfer of Knowledge

Host Fellowships
Higher Education, Research Centers, Enterprises
Experienced Researchers (gt4 yrs)
Develop new areas of competence
Develop capabilities in LFRs and Assoc. Countries
Industry /Academia exchange possibilities (SMEs)
Up to 2 years

23
Transfer of Knowledge 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 and recruits experienced researchers
(2-24 months)
Possibility to send own staff (2-12 months) to
pre-determined institutions return

24
Transfer of Knowledge Industry/Academic
partnership

To create or develop strategic and durable
partnerships
Application by Industry and academia partners
from at least 2 different countries
Co-ordinating host from industry or academia,
with one or more partners from the other sector
Funding of exchange of experienced researchers
amongst staff members, in both directions (2-24
months)
Includes SMEs, spin-offs, start-ups

25
Individual Fellowships

To respond to the individual advanced training
needs of the most promising experienced
researchers to give them the necessary boost to
become fully independent in their field
Fellowships for experienced researchers(gt4 years
experience or PhD)
Training through research, incl. life-long
training or for resuming career
Application by fellow in liaison with host

26
Individual Fellowships

Outgoing (OIF) up to 2 1 years
EU and Ass. Country fellows to 3rd country
mandatory return element
Incoming (IIF) 1 to 2 years
promising researchers from 3rd country
possibility of return support for emerging
economies

27
Capacity building

To promote excellence in European research
Marie Curie Excellence Grants (EXT) up to 4
years
To set up or extend teams of the highest level
Leading edge or interdisciplinary research
Marie Curie Chairs (EXC) up to 3 years
Top level teaching appointments
Particularly for researchers who wish to resume
their career in Europe
Marie Curie Prizes (EXA)
Prizes for excellent researchers who have
benefited from Marie Curie Actions

28
Conferences and Training Courses (SCF)

To stimulate early stage researchers through
participation of conferences and courses
Encourage junior researchers to benefit from the
experience of leading researchers
Variety of Actions (including virtual ones)
series of conferences, summer schools, lab
courses etc. on a theme or linked themes
support for junior researchers in larger
conferences selected for their training interest
Duration from several days to 4 weeks

29
Marie Curie funding

Benefit of the researchers
Living allowance (by researcher category and
country)
Travel costs
Mobility allowance
Career development allowance
Costs of eligible researchers
Benefit of the host organisations
Contribution to programme expenses (organisation,
co-ordination...)
Overheads
Management costs (incl. audit certificate)
Other eligible expenses
Not all contributions apply to all Actions

30
Researcher salaries

Living allowance (reference, cost of living index
100)

Correction factor for cost of living to be
applied UK 112.5
31
Additional allowances

Travel costs depending on distance 250 -2500
/year
Mobility allowance 500 /month (no family) 800
/month (family)
(Correction factor for cost of living to be
applied)
Career exploratory allowance 2000 /fellow (min.
1 year stay, depending on Action)
Training/research costs of eligible researchers
250 -750 /fellow-month (depending on Action)

32
Contribution to researchers example

Activities carried out by the researcher
Researcher with family, going from Lisbon to
Paris for 2 years with an Intra-European
Fellowship under an employment contract
Living allowance 47,000 x 2 years 94,000
Mobility allowance 800 x 24 months 19,200
correction factor 104.7 113,200x
104.7 117,728
Career exploratory allowance 2000
Travel costs 1000 x 2 years2000
Total contribution for the researcher 121,728
Research costs (lab based) 400 x 24 9672
TOTAL Community Contribution 131400

Questions?

34
Proposal submission and evaluation

Estelle Kane
UK Research Office

35
Outline of the process

Published as a call
Submit application before deadline
Evaluation process
Notification of results
Contract negotiation
Contract signature and start of project

36
Key documents

The Call Text
A Rough Guide to the Marie Curie Actions
The Work Programme of the HRM Activity
The Handbook for the corresponding action
The Guide for Proposers
Guidance Notes for Evaluators
Sources
UKRO NCP website http//www.ukro.ac.uk/mobility
Commission http//fp6.cordis.lu/fp6

37
Proposal submission forms

Part A
Set of forms on administrative information
about the proposal and the proposers
(pre-prepared form).
Part B
Free-text description of the research project.
Series of headings and explanatory notes based on
the evaluations criteria.

38
Evaluation process
Proposal
Rejection
Eligibility
Individual Evaluation
Consensus
Ethical Issues
Rejection
Thresholds
Ranking by Commission
Negotiation
Rejection
Negative Result
Commission Funding Decision
39
FP6 timescales

17 December 2002 First calls published.
From March 2003 First deadlines.
First contracts end of December 2003
Nov 2003 May 2004 Second deadlines
Second contracts 5-7 months after the deadlines

40
Human Resources and Mobility in FP6

41
Making the most of your application

Estelle Kane
UK Research Office

42
National Contact Points

First point of contact for applicants
Advice, guidance and information on applying for
funding, contract management, report writing etc
Website and helpline service
Training events, publicity actions
Liaison between the Member State and the
Commission

43
General Tips I

Read the Work Programme, Guide for Proposers and
handbook
http//fp6.cordis.lu/fp6/calls.cfm
Follow the instructions
Use common sense
IEFs do include confidential referees
assessment
Electronic submission

44
General Tips II

Eligibility check
Identify your partners
Write a concise and clear proposal
Meet the deadline

45
Eligibility check

Appropriate mix of partners
Appropriate geographical mix
Meets the aims of the action

46
Identifying partners

Ensure a range of complementary expertise,
countries and human resources
Industrial partners
No-one along for the ride
Previous European experience helpful
Meet ALL partners (if possible)

47
Evaluation of proposals

Evaluation by competent experts in the field
Need to address all of the issues to maximise
scores
Total score for a proposal is 100
Some areas require a minimum score (threshold)
Each area is weighted
In many cases the science counts for less than
30
You must focus on the objectives of the activity
to be successful
Look carefully at the score matrix

48
General Evaluation Criteria Part B

Evaluation Criteria/ Proposals Part B
B1. Scientific Quality of Project (n.a. for
Awards)
B2. Quality of Research Training (n.a. for
Awards)
B3. Quality of Host (n.a. for Awards)
B4. Quality of Researchers (Individual actions
Excellence)
B5. Management and Feasibility (n.a. for Awards)
B6. Relevance to the objectives of the
Scheme/Activity
B7. Added Value to the Community

49
Proposal structure for ESTs, RTNS

B1 Scientific Quality of the Project or Research
Training Area
B2 Quality of Training Activities
B3 Quality / Capacity of the Host(s)
B4 Management and Feasibility
B5 Relevance to the objectives of the activity
B6 Added Value to the Community
B7 Previous proposals and contracts
B8 Other Issues

50
Weightings and thresholds for ESTs and RTNs

EST RTN
W T W T
B1 Scientific Quality of the Project 10 3 15 3
B2 Quality of Training Activities 15 4 20 4
B3 Quality / Capacity of the Host(s) 25 - 15 -
B4 Management and Feasibility 15 3 15 3
B5 Relevance to the objectives
of the activity 20 - 20 -
B6 Added Value to the Community 15 - 15 -
B7 Previous proposals and contracts - - - -
B8 Other Issues - - - -

51
Quality of training activities - EST

maximum Four A4 pages Table
provide a description of the research training
activities
description of the research training programme
including the field of training, the proposed
structure, expected durations, and details of
any complementary training (such as research
management, presentation skills, ethics, etc.)
if relevant a description of the role and
training provided by each participant
a justification of the quality of the proposed
research training and why it is appropriate to
the needs of ESRs
description and justification of the impact of
this training within the field
where applicable provide a justified description
of how the proposed project will work towards a
more co-ordinated approach to the research
training at an international level and /or foster
the support of European PhDs .

52
Management and feasibility (1)

maximum five A4 pages
Describe in the form of an implementation plan
the practical
arrangements for the implementation and
management of research
training project. The plan should describe (as
appropriate)
The organisational management. This could
include provisions to implement the project,
description of how the partners will co-ordinate
administratively and scientifically, description
of how the partners will reach decisions,
description of how disputes will be resolved, a
list of contact persons.
The financial management Include the following
information how the partners will manage and
distribute the funds if the funds will be
managed centrally and then distributed to a
partner when a fellow is recruited or distributed
to each partner from the start how the
contribution to the host will be managed will a
proportion of these funds be retained by the
co-ordinator.

53
Management and feasibility (2)

Recruitment Describe the recruitment strategy
how will the positions be advertised which
adverts will be placed and where will mailing
lists or emails be used etc what are the
target groups how will the fellows be chosen
i.e. which criteria will be used and how will
this be assessed how will recruitment be
co-ordinated between partners what will be the
strategy used to encourage an equitable balance
between men and women.
Publicity. Describe the mechanisms that will be
used to disseminate results and raise awareness
of the training programme and of the Marie Curie
actions in general. Will references in
presentations, publications and web sites,
posters etc be used ?

54
Management and feasibility (3)

Practical measures to implement the training
Justify the appropriateness of the size of the
requested training project. Describe
how the fellows individual training programme and
objectives will be agreed
how this training will match and be appropriate
to the targeted researchers
the facilities that will be provided to the
fellows (desk, phone, personal computer etc)
the arrangements for access to a supervisor and
the expected amount of contact
the mechanisms to monitor and support the
progress of the fellow and the expected output
from each fellow (qualification, report etc)
how training will co-ordinated between the
partners.

55
Relevance to the objectives of the activity (1)

maximum two A4 pages
Provide justification for the relevance of the
proposal to the objectives of the action
a description of the benefit of the proposed
training to researchers at the early stages of
their research career and how the training will
encourage more junior researchers to progress
into long term research careers
a description of the benefit to the host in
terms of increased capacity to provide training
to early stage researchers
a description of the impact on early stage
researchers and contribution (if appropriate) to
the building of long term collaborations

56
Relevance to the objectives of the activity (2)

an explanation (where applicable) of how the
application enhances intersectorial
collaborations and or contributes to overcoming
fragmentation within European Research
an explanation of the need for the proposed
training and the demand for this training and
the importance of this field for early stage
training
a description of how the programme will
contribute to the international recognition of
the training or qualification provided.

57
Added value to the community

maximum two A4 pages
Considering the following possibilities describe
and justify how the proposal would provide added
value to the European Community
Contribution to the objectives of the European
Research Area.
Encouraging synergies and structuring effects at
a European level.
Increasing the attractiveness of Europe for
researchers and improving the gender balance
within the research training area.
Relevance and importance concerning European
competitiveness or other community regional,
national or international activities.

58
Proposal structure for Transfer of Knowledge