Marie Curie Actions

1
Marie Curie Actions Carmela Di
Santo European Commission - DG
Research Human Resources and
Mobility Marie Curie European
Fellowships http//europa.eu.int/mariecurie-actio
ns/
2
Content - Part 1

• Overview of FP6
• HRM Actions
• Marie Curie Actions
• Eligibility of Researchers
• Level of Experience
• Mobility Nationality Requirements
• Mobility Strategy the Pan-European
  Researchers Mobility Portal
• Transition Period Opportunities in FP5

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6th Framework Programme 2002-2006
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Budget (million euros)
Framework Programme 2002-2006

• EC 16 270
• INTEGRATING EUROPEAN RESEARCH
  13 345
• STRUCTURING THE ERA 2 605
• Research and innovation 290
• Human resources and mobility (Marie Curie
  Actions) 1 580
• Research infrastructures 655
• Science and society 80
• STRENGTHENING THE FOUNDATIONS OF ERA
  320
• EURATOM 1 230
• TOTAL 17 500

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History of FellowshipsMobility Measures
Community Research Training from FP2 to FP6
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Marie Curie Actions
Main Features Continuity and Evolution

• Bottom-up approach, including inter/multi-discipli
  narity
• International mobility of participating
  researchers
• Marie Curie label a common identity
• Opening of Actions to 3rd Country nationals
  Hosts
• No age limit, but experience criterion
• Return and reintegration measures
• Excellence promotion measures
• Life-long learning concept
• Personal / family situation of researchers
• Promotion of female participation

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Human Resources and Mobility - Marie Curie
Actions Overview
Profile ofFellows
Excellence Advanced Training

? 4 yearsexperience or Ph.D.
Return and Reintegration
Transfer of Knowledge
Research Training Networks
lt 4 yearsexperience

Early-Stage Training
Host Fellowships for Early-Stage
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Marie Curie Actions

• Individual Driven Actions
• Researcher applies jointly with host
• Fellows stay depending on Action
• Fellows withdrawing cannot be replaced

• Host Driven Actions
• Host institution/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)

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Marie Curie Actions
Eligible Researchers
Level of Experience

• Early-stage Researchers
• at the beginning of their career
• lt 4 years of active research experience (e.g.
  researchers undertaking a doctoral degree)
• not holding a doctoral degree.
• Experienced Researchers
• at least 4 years of active research experience
  
• or
• have obtained a doctoral degree. (A distinction
  is made between researchers with lt gt 10 years of
  experience).

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Marie Curie Actions
Mobility Nationality Requirements

• Researchers must not be nationals of the
  country in which they plan to be appointed and
  carry out their research
• Exceptions
• European researchers having worked outside EU
  for 4 years in the last 5 years
• Return and Reintegration Mechanisms
• Multiple nationalities (if not resided in the
  last 5 years)
• International Organisations
• Researchers have not been resident or
  worked/studied in that country for more than 12
  months in the 3 years immediately prior to either
  the time of application (individual actions), or
  the start of their work (host actions).

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Marie Curie Actions
Opportunities for Individual Researchers
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Human Resources and Mobility - Marie Curie Actions
Excellence Advanced Training
Profile ofFellows

? 4 yearsexperience or Ph.D.
Return and Reintegration
Transfer of Knowledge
Research Training Networks

lt 4 yearsexperience
Early-Stage Training
Host Fellowships for Early-Stage
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Marie Curie Actions
Early Stage Training

• Host Fellowships for Early Stage Research
  Training
• Marie Curie Research Training Networks
• Marie Curie Conferences and Training Courses

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Marie Curie Actions
Host Fellowships for Early Stage Research
Training

• To develop the offer of structured research
  training
• To stimulate the training and mobility of early
  stage researchers
• Application by host (Higher education, research
  centres, enterprises), who selects fellows
• Researchers in early stages of their career (lt4
  years experience)
• Structured training in research (incl.
  complementary skills)
• Single or Multi-partner Group (min. 3 groups in 3
  countries)
• Hosts select fellows stays from 3 months up to 3
  years
• Duration of project normally max. 4 years
• As an objective, 15 of overall budget is to be
  directed towards the participation of
  industrial/commercial companies.

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Marie Curie Actions
Marie Curie Research Training Networks

• To stimulate the training of early stage
  researchers within an international collaborative
  research project
• Well defined collaborative research projects of
  recognised international stature
• Teams from at least 3 MS or AS (with at least 2
  MS or CC)
• Flexible framework for the training and
  development of researchers
• Transfer of knowledge by experienced researchers
  if required by the project
• Promotion of multidisciplinary research
• Networks select fellows stays from 3 months up
  to 3 years
• Duration of project normally max. 4 years
• Normally, no more than 40 of the funding awarded
  should be allocated to the teams of one country.

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Marie Curie Actions
Marie Curie Conferences and Training Courses

• To stimulate early stage researchers through
  participation of conferences and courses
• Encourage early stage researchers to benefit from
  the experience of leading researchers
• 2 categories of measures (including virtual
  ones)
• organisation of series of events, e.g.
  conferences, summer schools, lab courses etc. on
  a single theme or linked themes
• participation of early stage researchers in large
  conferences selected for their training interest
• Duration of each event from several days
  (conferences) to max. 4 weeks (training courses)
• One series of events (at least 4) may be
  organised by a single entity or by several
  entities (local organisers), and will normally
  take place in EU MS or AS. All events in
  a series should be organised within a period of 4
  years.
• International balance between participants shall
  be guaranteed.

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Human Resources and Mobility - Marie Curie Actions
Profile ofFellows
Excellence Advanced Training

? 4 yearsexperience or Ph.D.
Return and Reintegration
Transfer of Knowledge
Research Training Networks

lt 4 yearsexperience
Early-Stage Training
Host Fellowships for Early-Stage
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Marie Curie Actions
Marie Curie Transfer of Knowledge Actions

• Development Scheme
• Industry-academia Strategic Partnership Scheme

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Marie Curie Actions
ToK 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/Associated Candidate Countries
• Host selects and recruits experienced researchers
  (2-24 months)
• Possibility to send own staff members (2-12
  months) to pre-determined institutions return
• Staff members must have been active in
  the same organisation continuously for at least
  the last 3 years
• Duration of project normally max. 4 years
• As an objective, 66 of total funding of this
  Action (ToK) will be for this scheme.
• A min. of 70 of budget of this scheme should be
  directed towards projects transferring knowledge
  to Community LFRs/Associated Candidate Countries.

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Marie Curie Actions
ToK Industry-Academia Strategic Partnership
Scheme

• To create or develop true 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)
• Staff members must have been active in
  the same sector continuously for at least the
  last 3 years
• Includes SMEs, spin-offs, start-ups
• Duration of project normally max. 4 years
• As an objective, 34 of total funding of this
  Action (ToK) will be for this scheme.
• At least 30 of budget of this scheme should be
  directed towards the participation of SMEs.

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Human Resources and Mobility - Marie Curie Actions
Profile ofFellows
Excellence Advanced Training

? 4 yearsexperience or Ph.D.
Return and Reintegration
Transfer of Knowledge
Research Training Networks

lt 4 yearsexperience
Early-Stage Training
Host Fellowships for Early-Stage
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Marie Curie Actions
Advanced Training 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, including life-long
  training or for resuming career
• Application by individual researchers in liaison
  with hosts

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Marie Curie Actions
Advanced Training Individual Fellowships

• 3 Individual Fellowship Actions
• Intra-European 1 to 2 years
• Researchers from and to EU MS or AS
• International Outgoing up to 2 years 1 year
  (reintegration phase)
• EU MS or AS researchers to host organisations in
  3rd countries (partner organisation)
• mandatory return element in host return
  organisation
• International Incoming 1 to 2 years (1 year
  (return phase))
• Promising researchers from 3rd countries to host
  organisations in EU MS or AS (host
  organisation)
• Possibility of return in the researchers country
  of origin (reintegration host organisation) for
  developing countries and emerging economies

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Human Resources and Mobility - Marie Curie Actions
Profile ofFellows
Excellence Advanced Training

? 4 yearsexperience or Ph.D.
Return and Reintegration
Transfer of Knowledge
Research Training Networks

lt 4 yearsexperience
Early-Stage Training
Host Fellowships for Early-Stage
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Marie Curie Actions
Excellence Promotion and Recognition

• To promote excellence and recognition in
  European research
• Marie Curie Excellence Grants up to 4 years
• To set up or extend teams (in EU MS or AS) of the
  highest level
• Leading edge or multidisciplinary research
  activities
• Team leader and team members may be
  nationals of any country.
• Team leaders may not have been working for
  more than a year in the same organisation where
  the team is proposed to be located, nor can the
  team consist of a majority of members who have
  worked previously in the same organisation.
• Marie Curie Awards
• Prizes for excellent researchers who have
  benefited from training and mobility action of
  FP6 or previous FP (for min. 12 months)
• Marie Curie Chairs from 1 up to 3 years
• Top level lecturing and research teaching
  appointments in EU MS or AS
• Leading edge and/or multidisciplinary subjects
• Particularly for researchers active outside EU MS
  or AS who wish to resume or further develop their
  career in Europe

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Human Resources and Mobility - Marie Curie Actions
Profile ofFellows
Excellence Advanced Training

? 4 yearsexperience or Ph.D.
Return and Reintegration
Transfer of Knowledge
Research Training Networks

lt 4 yearsexperience
Early-Stage Training
Host Fellowships for Early-Stage
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Marie Curie Actions
Return and Reintegration Grants

• To support integration of a stable research
  career following a period of mobility
• European Reintegration Following a 2-year Marie
  Curie fellowship
• Early-stage and Experienced researchers from EU
  MS and AS
• Reintegration to country of nationality (as a
  priority) or elsewhere
• Obligation for host to offer a min. 2-year work
  contract and research project
• Reintegration grant will normally commence
  directly after the termination of original
  fellowships and proposals should be submitted at
  least 6 months before. During a transition phase
  (until 31.12.03), it will be allowed to submit a
  proposal according to the following
  
• - if the fellowship is completed by
  1.01.03 within 12 mths from the completion
  
• - if the fellowship is still running on
  1.01.03 at the latest 6 mths before the
  completion 31.12.03
• International Reintegration Following a stay
  outside Europe
• Experienced researchers from EU MS and AS who
  have been outside Europe for more than 5 years,
  but may not have spent more than 1 year in a EU
  MS and AS during the previous 5 years
• Obligation for host to offer a min. 3-year work
  contract and research project
• Grant duration for both schemes at least 2 years
• Evidence of a longer-term reintegration will be
  positively taken into account during evaluation

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Marie Curie Actions
Other Activity Lines in FP6 - Co-operation with
MS and AS Mobility strategy

• The Pan-European Researchers Mobility Portal
• Opportunity to publish vacancies for research
  opportunities
• Information on available grants and opportunities
  for researchers in Europe
• Questions related to visa, access to employment,
  social security rights, fiscal matters and
  cultural aspects when researchers move to another
  country
• On line as from May 2003.
• European Network of Mobility Centres
• Wide customised assistance service in all matters
  related to the professional and daily lives
• Including practical information on housing,
  schooling, day-care or language courses
• To be launched in spring 2003.

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For further information on mobility
strategy sieglinde.gruber_at_cec.eu.int stefania.be
ttini_at_cec.eu.int
The Pan-European Researchers Mobility Portal
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Transition period opportunities in FP5

• Marie Curie Host Fellowships
• PhD students (up to 12 months) in Training Sites
• Post-graduate researchers (up to 24 months) or
  PhD students (up to 36 months) in Industry Host
• Post-doctoral researchers (up to 24 months) in
  Industry Host or Development Host (LFRs)
• Research Training Networks
• Post-graduate researchers, PhD students or
  Post-doctoral researchers
• High Level Scientific Conferences
• Access to Research Infrastructure
• Apply to the Host / Network / Organiser directly
  Quick procedure!

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Opportunities for young European researchers

• Go to www.cordis.lu/improving/opportunities
• Find the vacancy that suits you
• Contact the host and send your CV

Positions within the EU Fifth Framework Programme
will be open until 2005
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FP5 Marie Curie Fellowships Vacancy Search
Toolwww.cordis.lu/improving/opportunities
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Content - Part 2

• Community Contribution
• Preparing a Proposal Submission Forms
• Overview of Evaluation Criteria Weightings
  Thresholds
• Proposal Submission Methods
• Overview of Evaluation Process
• Time Scales / Deadlines for Reception of
  Proposals / Budget
• Source of Information

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Marie Curie Actions
Community Contribution

• 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 institutions
• Contribution to programme expenses (organisation,
  co-ordination...)
• Overheads
• Management costs (incl. audit certificate)
• Other eligible expenses
• Not all contributions apply to all Actions

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Marie Curie Actions
Community Contribution

• Contribution to researchers
• Living allowance (reference, cost of living index
  100)
• Correction factor for cost of living to be
  applied
• Travel costs depending on distance 250 - 2500
  /year
• Mobility allowance 600 /month (no family) 900
  /month (family)
• Career development allowance 2000 /fellow (min.
  1 year stay)
• Training/research costs of eligible researchers
  250 - 750 /fellow-month (depending on Action)

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Marie Curie Actions
Community Contribution

• Contribution to host institutions
• Specific projects costs (organisation,
  co-ordination)
• actual costs incurred (max. depending on Action)
• Overheads
• generally max. of 10 of direct costs
• Management costs (incl. audit certificate)
• (including audit certification) 3 or 7,
  depending on Action
• Other eligible expenses (under specific
  conditions)
• e.g. equipment expenses
• Not all contributions apply to all Actions

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Marie Curie Actions
EC Contribution Example EIF

• 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 44,500 x 2 years 89,000
• Mobility allowance 900 x 24 months 21,600
• Correction factor 104.7 110,600
  x 104.7 115,798
• Career exploratory allowance 2,000
• Travel costs 1,000 x 2 years 2,000
• Total received by researcher 119,798
• Research costs (lab based) 750 x 24 18,000
• TOTAL Community Contribution 137 798

110,600
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Marie Curie Actions
EC Contribution Example EIF

• Expenses for the activities carried out by the
  Host Organisation for the Benefit of the
  researcher
• Management costs Contribution to overheads
• Direct costs Expenses for the activities
  carried out by the researcher 137 798
• Overheads 10 direct costs 13 779.8
• Total Community Contribution direct costs
  overheads management costs
• In this example Total Comm. Contr. 137 798
  13 779.8 3Total Comm. Contr.
• Hence Total Comm. Contr. 151 577.8 / 1-0.03
  156 265.77
• Management costs 3 Total Community
  Contribution 4 687.97

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Marie Curie Actions
Researcher
Host Institution
Community contribution
Contribution to the research/ training/ transfer
of knowledge programme expenses (EUR /
fellow-month)

Eligible expenses
Travel (direct distance)
(EUR / year)
Contribution to participation expenses of
eligible researchers (EUR / month)
Overheads ( of direct costs,
excl. subcontractors)
Management Audit
certification (max. of
total contribution)
Career exploratory (for stays gt 1
year) (EUR / fellowship)
Other eligible expenses/ specific conditions
Living allowance ((EUR / month) x c.f.)
Mobility ((EUR / month) x c.f.)
Type of Marie Curie Action
MC rates 600 - 900 250 - 2500 2000
400 Real
costs 7 10
Equip.
Research Training Networks
MC rates 600 - 900 250 - 2500 2000
250 n. lab./500 lab. Real costs (max. 250 / 500)
3 10 -
Host Fellowships for Early Stage Research Training
MC rates 600 - 900 250 - 2500 2000
- 250 n.
lab./500 lab. 3 10
-
Host Fellowships for Transfer of Knowledge (Dev.)
or real costs (max 1200)
Host
MC rates 600 - 900 250 - 2500 2000
- 250 n.
lab./500 lab. 3 10
-
Host Fellowships for Transfer of Knowledge
(Ind./Acad.)
or real costs (max 800)
150 EUR/day - 250 - 2500
- Attendance fees
Lump sum 7 -
Equip. 150 EUR/day -
250 - 2500 - Attendance fees
-
3 - - (max.)
(max.)
Conferences and Training Courses (Series of conf.)
Conferences and Training Courses (Large conf.)
MC rates 600 - 900 250 - 2500
2000 500 n. lab./750 lab.
- 3
10 -
Intra-European Fellowships
Incoming International Fellowships incoming phase
MC rates 600 - 900 250 - 2500 2000
500 n. lab./750 lab. -
3 10
- - - 250 -
2500 2000 500 n. lab./750 lab. Real
costs for the project 3 10
-
Incoming International Fellowships
reintegration phase
Individual
Outgoing International Fellowships outgoing phase
MC rates 600 - 900 250 - 2500 -
Real c. (max. 750) -
3 10
- MC rates 600 - 900 250 - 2500
- 500 n. lab./750 lab.
- 3
10 -
Outgoing International Fellowships reintegration
phase
MC rates 600 - 900 250 - 2500 -
-
Real costs 3 20
Equip. - -
- -
- -
- -
Lump s. MC rates 600 - 900 250 - 2500
- -
Real costs 3
10 Equip.
Excellence Grants
Excellence Awards
Excellence
Chairs
- -
- - -
-
- -
Lump s. - -
- -
- -
- -
Lump s.
European Reintegration Grants
International Reintegration Grants
Allocation only for researchers doing a
transnational mobility.
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Human Resources and Mobility in FP6


41
Marie Curie Actions
Preparing a Proposal

• Infopack http//fp6.cordis.lu/fp6/
• The Call Text
• The Guide for Proposers (containing the
  proposal submission forms)
• The Work Programme of the HRM Activity
• Also
• The Handbook for the corresponding action
• The brochure A rough guide to the Marie Curie
  Actions

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Marie Curie Actions
Proposal Submission Forms

• A proposal has two parts
• 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 (e.g.
  the nature of the proposed work, the participants
  and their roles in the proposed project, reasons
  for carrying out the work, and the benefits which
  would come from it) based on the evaluations
  criteria.
• Any unrequested material (e.g. company brochures,
  supporting documents, reports, videos etc.) will
  be disregarded. In proposals submitted
  electronically, other embedded material or
  hyperlinks to other documents will be disregarded!

43
Marie Curie Actions
44
Marie Curie Actions
Proposal Forms Part A Individual Reintegration
Actions
A3
A1
A2
45
Marie Curie Actions
Proposal Forms Part A Host Actions
A4
A1
A2
46
Marie Curie Actions
Proposal Forms Part A Excellent Teams Chairs
A4
A1
A3
A2
47
Marie Curie Actions
Evaluation Criteria / Proposal Part B 1.
Scientific Quality of Project (n.a. for Awards)
2. Quality of Research Training (n.a. for
Awards) 3. Quality of Host (n.a. for Awards)
4. Quality of Researchers (Individual actions
Excellence) 5. Management and Feasibility (n.a.
for Awards) 6. Relevance to the objectives of
the Scheme/Activity 7. Added Value to the
Community
48
Marie Curie Actions
Evaluation Weightings Thresholds
All activities Threshold in total score 70
49
Marie Curie Actions
Proposal Submission Methods

• Electronic Submission (EPSS)
• On-line proposal writing (Register on Web for
  login password)
• You may update your application anytime until
  deadline
• Off-line proposal writing
• CD-ROM/Diskette submission
• Download tool from Web (Register on Web for
  login password)
• Paper submission
• Download tool from Web or use paper form
• Other methods of submission (e.g. via e-mail or
  fax) will not be accepted!
• Application must arrive before or on the
  deadline!

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Evaluation Process
Proposal
Unsuccessful
Rejection
Eligibility
Successful
Individual Evaluation (peer review)
Consensus
Ethical Issues
3 months
Unsuccessful
Rejection
Thresholds
Successful
Ranking by Commission
Successful
Unsuccessful
Negative Result
Positive Result
Rejection
Negotiation
2 - 4 months
Successful
Commission Funding Decision
Contract signature
51
Marie Curie Actions
FP6 Time Scales

• 17 December 2002 First calls published
• From 12 March 2003 First deadlines
• 5-7 months after the deadlines First contracts
  

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Human Resources and Mobility in FP6


53
Marie Curie Schemes
Contact persons for Marie Curie Actions
Intra-European Fellowships Begona.Arano_at_cec.eu.i
nt Transfer of Knowledge
Theodore.Papazoglou_at_cec.eu.int
Early Stage Training Dorothy.Guy-Ohlson_at_cec
.eu.int Reintegration-European
Jose.Das-Neves_at_cec.eu.int Research Training
Networks Bruno. Schmitz_at_cec.eu.int
Conferences and Training Courses
Philippe.Froissard_at_cec.eu.int
International
Fellowships Nicholas.Newman_at_cec.eu.int
Excellence Grants Nicholas.Deliyanakis_at_cec.eu.i
nt
Chairs Brigitte.Hasewend_at_cec.eu.int
Awards Jitka.Vennekens_at_cec.eu.int
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Marie Curie Actions
For further information
On Marie Curie Actions http//europa.eu.int/ma
riecurie-actions/ On calls for proposals
http//fp6.cordis.lu/fp6/ HELPDESK
rtd-mariecurie-actions_at_cec.eu.int
55
Thank you for your attention!

• Carmela Di Santo
• European Commission
• DG Research
• Tel. [phone]
• carmela.di-santo_at_cec.eu.inthttp//europa.eu.int/
  mariecurie-actions/