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Funding Opportunities for Research and Collaboration

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Title: Funding Opportunities for Research and Collaboration


1
Funding Opportunities for Research and
Collaboration
  • Tatiana Panteli,
  • Coventry
  • 29 September 2011

2
Programme
  • Introduction
  • Marie Curie programme background, objectives,
    priorities
  • Initial Training Network (ITN)
  • Project Examples from Europe
  • Pitch your project idea!
  • International Research Staff Exchange Scheme
    (IRSES)
  • How to apply for the ITN /or IRSES
  • Complete Project Outline Forms / Partner Searches
  • Final tips from the successful applicants

3
West Midlands European Service Who are we?
4
West Midlands European Service
  • The Birmingham office
  • The Brussels Office
  • Support to the organisations new to or with
    limited experience of European funding
  • Advice on various funding programmes
  • Project development grants
  • Training in the bid writing and project
    management
  • Free
  • Support to the experienced in EU funding
  • Advice on the FP7
  • Lobbying
  • Policy updates
  • Meeting spaces (WM European Centre)
  • Service Level Agreement
  • Project Management

5
WMES Birmingham aims
  • To increase the number and value of successful
    trans-national projects aligned to key regional
    priorities
  • To draw together the jigsaw of European
    opportunities and networks across the region into
    a co-ordinated offer of real value to the
    regional organisations

6
Our success so far
  • 592 submitted projects worth 65M
  • 280 successful projects so far
  • 18,8M investment to the WM
  • 2000 people trained

7
Trans-national Funds
  • Exchange of best practice with partners
  • gt Knowledge transfer gt Innovative approaches
  • gt Improve services gt Globally
    competitive
  • Everyone is eligible
  • gt No maps / geographic or sectoral requirements
  • gt First timers welcome gt capacity building
  • We do not take up our share of
  • gt Not very competitive

8
Which Funds do we support?
Life Long Learning Vocational
training skills Employability Innovative
learning Policy or delivery
INTERREG Regional level Strategy Policy Exchange
of best practice
LIFE Environment Protecting natural Assets /
species Strategic / policy
Erasmus for Y. Entrepreneurs Work placements in
the successful enterprises
Competitiveness Innovation SMEs ICT Innovative
products, services and processes
Marie Curie Actions SMEs/universities Networks R
esearch/Knowledge Transfer Fellowships
Intelligent Energy Europe Energy
efficiency Renewable energy sources Energy in
transport Integrated initiatives
Daphne III Justice, freedom and security
9
Our approach
  • 1. Promote partnership building
  • 2. Link project ideas to local problems
  • 3. Improve performance

10
Connecting to Success
  • 33 Local Authorities
  • Regional Development Agency
  • Universities
  • Chambers of Commerce
  • Businesses
  • Voluntary organisations

11
How are we doing this?
Training Sessions
Feedback on the application and budget
Linking organisations to the projects
Project Development Workshops
  • Project
  • Development
  • Grants

One-to-one surgery sessions
Working with NCP
Partner Searches
12
Thank you!
  • Tatiana Panteli
  • European Funding Adviser
  • t.panteli_at_wmeuropeanservice.eu
  • www.wmeuropeanservice.org

13
Enterprise Europe Network Europe
  • Part of international network funded under CIP
  • Providing support services for SMEs and research
    organisations
  • Offered through a network of 600 organisations
    working in regional consortia
  • Over 46 countries involved
  • CUE Ltd leads a Midlands consortium including 2
    Chambers of Commerce

14
EEN services for Collaborative Research
  • Information and training days
  • - NMP Call information day, June 2011
  • - How to write a competitive FP7proposal, Sept
    2011
  • FP7 partner/project search
  • - For Project Coordinators
  • - All Calls for Proposals CIP and Framework
  • - Introductions made through Network partners

15
Contact details
  • www.een-midlands.org.uk
  • een-midlands_at_coventry.ac.uk
  • 024 7623 6236

16
Your Turn!
  • Who you are?
  • Your organisation
  • Your project idea
  • 30 sec max

17
Marie Curie Initial Training Networks UK
National Contact Pointmariecurie-uk_at_bbsrc.ac.uk
18
UK Research Office
To promote effective UK engagement in EU
research, innovation and higher education
activities
  • Based in Brussels, established in 1984,
  • Staff of 12
  • Sponsored by the seven UK Research Councils
  • Receives subscriptions from over 140 research
    organisations
  • Range of services for sponsors and subscribers
  • Research Council policy work
  • Brussels liaison
  • For more information see www.ukro.ac.uk

UK Research Office
19
UKROs Services
Core subscriber services Open to non-subscribers
Query service (Majority of) training courses and information events
Annual briefing visits (for UK subscribers) Annual Conference
News updates ims.ukro.ac.uk Marie Curie UK National Contact Point
Subscriber website www.ukro.ac.uk/subs European Research Council UK National Contact Point
Meeting room in Brussels British Council European RTD Insight publication
UK Research Office
20
Marie Curie NCP - helpdesk
  • Web, email, telephone, visits
  • http//www.ukro.ac.uk/mariecurie/index.htm
  • mariecurie-uk_at_bbsrc.ac.uk
  • Tel 32 2 230 0318
  • 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
  • Contractual issues

UK Research Office MC NCP
21
Framework Programme 7 and the People specific
programme UK NCP for Marie Curiemariecurie-uk
_at_bbsrc.ac.uk
22
Marie Curie Actions
  • Objectives and Policy Context
  • The People Work Programme 2012 has been
    designed to support the implementation on the
    Europe 2020 Flagship Initiatives Innovation
    Union, Youth on the Move and An Agenda for
    new skills and jobs (2012 Work programme)
  • EU 2020 http//ec.europa.eu/eu2020/index_en.ht
    m
  • Innovation Union http//ec.europa.eu/research/in
    novation-union/index_en.cfm
  • Youth on the Move http//ec.europa.eu/education/
    news/news2540_en.htm

FP7 Marie Curie Actions
23
Policy Background
  • FP7 is designed to achieve the EU2020 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
24
Who is eligible for funding?
  • 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, Faroe Islands, FYR
    Macedonia,
  • Iceland, Israel, Liechtenstein, Montenegro,
    Norway,
  • Serbia, Switzerland, Turkey, Bosnia
    Herzegovina
  • except Euratom

FP7 Overview
25
Country eligibility
FP7
26
FP7 Specific Programmes
Co-operation Collaborative Research
Framework Programme 7
European Research Council
Marie Curie Actions
Capacities Research Capacity
JRC
EURATOM
27
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
28
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
29
Marie Curie ActionsOverview Marie Curie Actions
Host Actions Individual Actions
Initial Training Networks (ITN) IncludingInnovative Doctoral Programmes (new)European Industrial Doctorates (new) Industry Academia Partnerships and Pathways (IAPP) International Research Staff Exchange Scheme (IRSES) Intra-European Fellowships Incoming International Fellowships Outgoing International Fellowships Career Integration Grants
FP7 Marie Curie Actions
  • Co-Fund, Researchers Night

30
MCA Deadlines Budgets
Industry Academia Partnerships and Pathways 19/04/2012 80 million
Researchers Night 10/01/2012 4 million
Initial Training Networks (ITN) 12/01/2012 423.23 m
COFUND 15/02/2012 110 million
IRSES 18/01/2012 30 million
Career Integration Grants (CIG) 06/03/2012 40 million
Intra- European Fellowships (IEF) International Incoming Fellowships (IIF) International Outgoing Fellowships (IOF) 16/08/2012 120 m 40 m 440 m
FP7 People Marie Curie
31
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
32
Transnational Mobility Requirements
  • Must not have been resident in host country for
    more than 12 months in the last 3 years
    immediately before application deadline / date of
    recruitment or secondment
  • Mobility rule now applies to all individual
    fellowships no ERG option to remain in same
    country under CIG schemes
  • New rule for Career Restart Panel must not have
    been in host country for more than 3 of 5 years
    prior to deadline
  • Nationality criteria remains only in IOF scheme,
    in which applicants must either be nationals of a
    MS/AC or have been residing/carrying out main
    activity in MS/AC for 5 years before deadline
  • Impact sub-criterion for individual
    fellowshipsbenefit of the mobility to the ERA

FP7 Marie Curie Actions
33
Marie Curie Initial Training Networks UK
National Contact Pointmariecurie-uk_at_bbsrc.ac.uk
34
ITN new in 2012
  • Three strands
  • Classic multi-partner ITNs maximum 500
    researcher months, max 40 budget to one country
  • Innovative Doctoral Programmes (IDP) maximum
    500 researcher months
  • European Industrial Doctorates maximum 180
    researcher months
  • Budget
  • 400 million for ITN/IDP (318m in 2011)
  • Ring-fenced extra 20 million for EID

FP7 Marie Curie - ITN
35
What is an ITN?
  • Aims
  • Offering a series of fellowships to ESR and EXR
    through a Joint Training Programme including
    complementary skills modules focus on
    development of early-stage researchers
  • Covers networking costs the organisation of
    short training events
  • As an option, can recruit visiting scientists
  • ITNs are in
  • Defined scientific fields as well as
    inter-disciplinary, new and emerging
    supra-disciplinary fields

FP7 Marie Curie Classic ITN
36
Who can participate in an ITN?
  • At least 3 different research groups from Member
    or Associated States
  • 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

FP7 Marie Curie Classic ITN
37
Who participates in an ITN?
  • An ITN has both industrial and academic partners.
    Industry involvement essential at one of two
    levels
  • As a full partner (participants)
  • Provider of specific training or secondment
    opportunities (associated partner)
  • Guide recommends consortium of 6-10 participants
    maximum 500 researcher months
  • Note the third-level option of involvement
    through membership of an advisory board is no
    longer available

FP7 Marie Curie Classic ITN
38
Who participates in an ITN?
  • Private sector partners
  • must be organisations gaining the majority of
    their revenue through competitive means with
    exposure to commercial markets.
  • Industry representatives can participate but do
    not satisfy this criterion
  • Think broadly about potential private sector
    partners end users?
  • ITN must have agreed quality standards and mutual
    recognition of training/ diplomas

FP7 Marie Curie Classic ITN
39
Who participates in an ITN?
  • Private sector partners
  • Active involvement in research training programme
    considered essential
  • Think about involving them in site visit to
    academic partners, seminars, workshops as well as
    secondments
  • As many fellows as possible should benefit
  • Level of involvement appropriate to nature of
    training and subject area

FP7 Marie Curie Classic ITN
40
Who can you recruit to an ITN?
  • An ITN supports researchers
  • With up to 5 years experience (inc. doctoral
    study)
  • From all over the world
  • For periods of 3 - 36 months (ESRs)
  • For periods of up to 24 months (EXRs)
  • Researchers can be seconded to other partners for
    up to 30 of recruitment
  • Researchers can be of any nationality but must
    comply with the mobility rule

FP7 Marie Curie Classic ITN
41
ITNs key issues
  • Ratio ESR/ER
  • - The total amount of ESRs and ERs should be
    reasonable and in line with what is recommended
    in the Guide for Applicants (80/20)
  • Visiting Scientists
  • - Exceptional and duly justified in the context
    of the training programme
  • Conferences
  • should be proportionate to the proposed research
    training programme
  • is an opportunity for the recruiter researchers
    to exchange knowledge with more experienced
    researchers from outside the network.

FP7 Marie Curie Classic ITN
42
ITNs Innovative Doctoral Programmes (IDP)
  • 1 Participant (from MS/AC)
  • Associated Partners from any country, sector,
    discipline
  • Should be intersectoral, international,
    interdisciplinary
  • Should equip doctoral candidates with innovative
    skills (both subject-specific and generic)
  • Quality and quantity of supervision of doctoral
    candidates key
  • No option to recruit experienced researchers
    ESRs only!

FP7 Marie Curie ITN (IDP)
43
ITNs Innovative Doctoral Programmes (IDP)
  • Intersectoral dimension might be addressed by
  • Inviting researchers working in other sectors to
    deliver courses on entrepreneurship,
    exploitation, etc.
  • Mentoring of doctoral candidates by
    researchers/experts from industry/other
    socio-economic actors
  • Exposing researchers to various socio-economic
    actors gathered in a single campus or hub
  • Offering placement opportunities to young
    researchers to develop their research projects at
    the premises of future employers

FP7 Marie Curie ITN (IDP)
44
ITNs Innovative Doctoral Programmes (IDP)
  • International dimension might be addressed by
  • Offering possibilities to take courses abroad
  • Developing partnerships and/or joint degrees with
    other research institutions or companies in
    different countries
  • Interdisciplinary dimension might be addressed
    by
  • Proposing common courses or projects to doctoral
    candidates from different disciplines
  • Bringing together doctoral candidates in
    multi-disciplinary projects involving different
    teams from the same/different institutions
  • Offering possibilities of laboratory rotations or
    visits

FP7 Marie Curie ITN (IDP)
45
ITNs European Industrial Doctorates
  • 2 participants 1 academic, 1 private sector
    (MS/AC only)
  • Possible associated partners from any country and
    any sector
  • Each researcher must
  • Be enrolled in a doctoral programme
  • Be employed by at least one of the participants
  • Spend at least 50 of the time in the private
    sector
  • Be jointly supervised by both participants
  • 1 to 5 researchers/project
  • Mandatory consortium agreement
  • No experienced researcher recruitment

FP7 Marie Curie ITN (EID)
46
ITNs European Industrial Doctorates
  • Should
  • Involve companies in doctoral training
  • Develop innovative aptitudes and entrepreneurial
    mindsets
  • Improve the employability and career perspectives
    of doctorate holders
  • Strengthen co-operation between universities and
    companies
  • Enhance the research potential and
    competitiveness of European companies and SMEs

FP7 Marie Curie ITN (EID)
47
ITNs overview of 3 modes
FP7 Marie Curie - ITN
48
ITNs 2011 call info
  • Publication date 20 July 2011
  • Call deadline 12 January 2012
  • Indicative budget 423.23 million
  • Indicative timetable
  • Results expected 4 months after deadline
  • Grants agreement signature from 9 months after
    deadline

FP7 Marie Curie - ITN
49
Results
50
ITNs results of 2010 call
Evaluated proposals Funded proposals Success Rate
LIF 230 19 8.2
ENG 199 14 7.0
PHY 126 8 6.3
CHE 100 7 7.0
ENV 95 7 7.4
SOC 77 6 7.8
MAT 18 1 5.6
ECO 21 1 4.8
TOTAL 863 63 7.4
FP7 Marie Curie - ITN
51
ITNs results of 2011 call
Evaluated proposals Main list Success Rate
LIF 285 27 9.5
ENG 204 19 9.3
PHY 99 9 9.1
CHE 108 9 8.3
ENV 121 11 9.1
SOC 72 7 9.7
MAT 15 1 6.7
ECO 15 1 6.7
TOTAL 919 84 9.1
FP7 Marie Curie - ITN
52
ITNs 2010 results overview
  • 63 projects on main list

FP7 Marie Curie - ITN
Overall UK
Total number of coordinators 857 182
Funded coordinators 63 (7.4) 13 (7.1)
Total applicants 7725 1104
Funded applicants 574 (7.4) 87 (7.9)
53
Examples of a funded ITN proposal
54
LECHE Lactase persistence and the early Cultural
History of Europe
  • This large (15 researcher, 24 participants)
    European training network explores the origin and
    impact of dairying Europe. The participating
    researchers will draw on the latest genetic
    studies of modern humans and domestic animals to
    identify markers of specific traits, but will
    also travel back in time and search for these in
    ancient remains.
  • For more information visit http//sites.google.co
    m/a/palaeome.org/leche

FP7 Marie Curie ITN Example
55
CODDE Coordination for Optimal Decisions in
Dynamic Environments
  • Studies the links between sensory input, brain
    activity and motor output by combining
    behavioural techniques, brain imaging, movement
    recording and computational modelling. Provides
    young scientists with a structured programme to
    help develop their professional skills and
    careers. Interdisciplinary techniques include
    behavioural method virtual reality
    computational methods brain imaging movement
    recording.
  • For more information visit http//www.optimaldeci
    sions.org

FP7 Marie Curie ITN Example
56
DESIRE  Creative Design for Innovation
in Science and Technology
  • Brings together expertise in human computer
    interaction, psychology, arts and design. Aims to
    advance understanding of creative design
    processes applied in the scientific and
    technological problem solving. This will lead to
    the elaboration of theories and models of
    creative processes and methods, techniques and
    systems to support both creative design processes
    and creativity training.
  • For more information visit http//www.desirenetwo
    rk.eu

FP7 Marie Curie ITN Example
57
ELDEL Enhancing Literacy Development in European
Languages
  • Overlapping cross-linguistic studies (known as
    Workpackages 1-6) to reveal the language-specific
    and language-general factors affecting literacy
    development. Partners with expertise in
    developmental, educational and clinical
    psychology, experimental psycholinguistics,
    speech and language therapy, and an industrial
    partner specialising in the creation of software
    for the assessment and training of literacy
    skills. There are a total of 7 Partners.
  • For more information visit http//www.eldel.eu/we
    lcome

FP7 Marie Curie ITN Example
58
Financial information
59
Financial Information ITNs
  • Category 1 Monthly Living Allowance
  • 38,000 per ESR/year x country co-efficient
    (134.4 for UK!)
  • 58,500 per ER/year x country co-efficient
  • Category 2 Mobility Allowance
  • 1000/700 (family/not) per researcher month x
    country co-efficient (flat rate)
  • Category 3 Contribution to Training and Research
    Costs
  • 1,800 per researcher month (multi ITN)
  • 1,200 per researcher month (EID and IDP)
  • Flat rate category
  • Category 4 Management Activities
  • Maximum 10 of total EU contribution (real costs
    category)
  • Category 5 Overheads
  • 10 of direct costs
  • Flat-rate cost category

FP7 Marie Curie - Rates
60
Tips on writing your ITN proposal UK National
Contact Pointmariecurie-uk_at_bbsrc.ac.uk
61
Process Overview
Call opens
One/two stage e-submission
Eligibility Check
Individual Evaluation
FP7 Submission and Evaluation
Panel Review/ Consensus
Feedback (ESR)
Post-evaluation Ranking
Negotiation of Proposals
Report to PC
62
Process timetable
Publication of call 20-07-2011
Deadline for submission of proposals 12-01-2012 at 170000, Brussels local time
Evaluation of proposals April-2012
Evaluation Summary Reports sent to proposal coordinators ("initial information letter") May-2012
Invitation letter to successful coordinators to launch grant agreement negotiations with REA services June 2012
Letter to unsuccessful applicants From August-2012
Signature of first grant agreements From September-2012
MCA Submission Evaluations
63
Who do I need in my consortium?
  • Depends on topic
  • Partners must match activities in proposal
  • Appropriate balance of sectors industry,
    academia, civil society, user groups, etc
  • Industry considered essential but others could
    also be important for the topic
  • Consideration of what the purpose of the scheme
    is RESEARCH TRAINING
  • NOTE no more than 40 of funding should go to
    one country
  • EU dimension/ added-value!

Building your consortium
64
What is EU added-value?
  • How does the EU benefit from funding your project
    and why is it required at the EU level?
  • ST
  • Expertise from other EU countries
  • Access to data from other countries
  • Different cultural and social perspectives
  • Research/training too costly for one country
  • Implementation
  • Avoid having one partner dominate
    research/training activities and budget
  • Appropriate geographic spread for that project
  • Impact
  • Improve competitiveness, health and environment
    of EU
  • Feed into EU-wide policy objectives and their
    development
  • Decrease fragmentation and duplication

Building your consortium
65
Admin information in
  • PART A provides participant details and the
    information for the budget estimation
  • A1 Proposal information (abstract, acronym,
    evaluation panel etc)
  • A2 Information on host organisation.
    Coordinator is Participant 1 (not for associated
    partners)
  • A3 Not for ITNs
  • A4 Number of fellows. Includes details for
    seconded and recruited researchers
  • A5 details on associated partners including
    their role in the project

FP7 Marie Curie Your Proposal
66
Your project is mainly defined in .
  • 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
67
Weightings and thresholds for ITNs
Weighting Threshold
Scientific quality of the project 30 3
Training 30 4
Implementation 20 3
Impact 20 4
Overall threshold of 70 applies Overall threshold of 70 applies Overall threshold of 70 applies
FP7 Marie Curie ITNs
68
S T Quality criteria
  • ST objectives of the research programme,
    including in terms of inter/multi-disciplinary,
    intersectoral and/ or newly emerging
    supra-disciplinary fields
  • Scientific quality of the research programme
  • Appropriateness of research methodology
  • Originality and innovative aspect of the research
    programme - Knowledge of the state-of-the-art
  • Contribution of the private sector and possible
    other socio-economic actors

FP7 - Marie Curie ITN criteria
69
ST Quality positive feedback
  • Excellent overview of state-of-the-art in this
    research area
  • Precise and detailed research work plan
  • Scientific quality and originality of the
    proposal are excellent
  • Research method is appropriate and well described
  • The project is timely and novel
  • A series of well defined and relevant project
    objectives
  • The multidisciplinary is well demonstrated

FP7 - Marie Curie ITN criteria
70
ST Quality negative feedback
  • Interdisciplinary aspect of the project is not
    very strong
  • Clear references to state-of-the-art and
    scientific originality are missing
  • The final research outputs and the practical
    results of the training programme should be more
    clearly described
  • Role of the industrial partners is not well
    explained
  • A precise description of the research methodology
    is missing

FP7 - Marie Curie ITN criteria
71
Training criteria
  • Quality of the training programme
  • Contribution and relevance of private sector
    training
  • Transferable skills offered Management,
    Communication, IPR, Ethics, Grant writing,
    Commercial exploitation of results, Research
    Policy, entrepreneurship, etc. .
  • Qulaity of Supervision (new sub-criteria!)
  • Importance and timeliness of the training needs
    (e.g. multidisciplinary, intersectoral, and newly
    emerging supra-disciplinary fields)

FP7 - Marie Curie ITN criteria
72
Training criteria
  • For ITN / IDP
  • Meaningful exposure of each researcher to another
    sector particularly secondments
  • Adequate combination of local specialist training
    with network-wide activities
  • For EID
  • Appropriate time spent by the ESR in each sector
  • Adequate supervision arrangements and combination
    of local specialist training with wide training
    activities

FP7 - Marie Curie ITN criteria
73
Training positive feedback
  • The training programme is very well structured
    and is fully consistent with the research
    programme
  • Local and network wide training will be provided
  • Complementary skills training is well thought of
  • The training topics are well identified and
    defined
  • The role of the participants are well described
    and exploitation of the network potential is
    adequately considered and discussed

FP7 - Marie Curie ITN criteria
74
Training negative feedback
  • The role of the Supervisory Board should be
    better defined
  • Reason for the need for Visiting Scientist should
    be given
  • Description of the training project for each
    researcher is too vague
  • Average number of ESRs per partner seems
    exaggerated
  • The role of the associate partners and their
    participation in the training events should be
    more clearly defined

FP7 - Marie Curie ITN criteria
75
Quality of training - tips
  • Training in research methods and techniques
  • Personal Development Plan
  • Complementary skills training ethics, research
    management
  • Transferable skills training cf Roberts
  • Graduate School Provision including RC courses
  • Conferences, seminars, public fora et
  • Supervision!

FP7 - Marie Curie ITN criteria
76
Implementation criteria
  • Capacities (expertise / human resources /
    facilities /infrastructure) to achieve the
    research and adequate task distribution and
    schedule
  • Adequate exploitation of complementarities and
    synergies among partners in terms of research and
    training
  • Private sector involvement at the highest
    possible level appropriate to the research topic
    sufficient evidence of commitment
  • Non-ICPC participation essential to the
    objectives of the research training programme?

FP7 - Marie Curie ITN criteria
77
Implementation criteria
  • Networking and dissemination of best practice
    among partners. Clarity of the plan for
    organising training events (workshops,
    conferences, training courses)
  • Appropriateness of the overall management of the
    training programme (responsibilities, rules for
    decision-making)
  • Clarity of recruitment strategy (incl timetable)
  • Competitive international recruitment
  • Equal opportunities
  • In light of Charter and Code principles

FP7 - Marie Curie ITN criteria
78
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
79
In endorsing the principles, we, the
signatories, hereby adopt the principles of the
European Charter for Researchers And Code of
Practice for the Recruitment of Researchers UK
Concordat - http//www.researchconcordat.ac.uk
MCA Submission Evaluations
  • If principles of the revised Concordat are
    adopted by an institution then they have also
    adopted the principles of the Charter and Code
  • However, it is an institutional decision to
    become a signatory to the Charter and Code

80
Implementation positive feedback
  • The type and frequency of meetings seem
    appropriate
  • The industrial partners play an essential and
    active role both in the training and research
    aspects of the proposal
  • The recruitment strategy is clearly defined
  • The management structure is clear and appropriate
    to the proposed project
  • The plan for dissemination of project results is
    well done

FP7 ITN Implementation
81
Implementation negative feedback
  • The industry involvement is poor in comparison to
    the industrial importance of the project theme
    and potential results
  • Description of a research PhD theme for each ESR
    is not provided
  • More details should be provided on the milestones
    and deliverables within the workplan
  • Limited rules for decision making

FP7 ITN Implementation
82
Impact criteria
  • Contribution of the proposed training programme
    to
  • Structure training at doctoral level with the
    acquisition of skills needed in both the public
    and private sectors
  • Improvement of career prospects
  • Stimulation of creativity and entrepreneurial
    thinking
  • Contribution of the training programme to the
    policy objective of structuring the initial
    research training capacity at European level
    (through establishing longer-term collaborations
    and/or lasting structured training programmes
    between the partners organisations)

FP7 - Marie Curie ITN criteria
83
Impact criteria
  • The contribution of the training programme
    towards the policy objective of enhancing
    public-private sector collaborations in terms of
    research training
  • Where appropriate, mutual recognition by all
    partners of the training acquired, including
    training periods in the private sector
  • Where appropriate, plans for exploitation of
    results
  • Impact of the proposed outreach activities

FP7 - Marie Curie ITN criteria
84
Impact positive feedback
  • Clear impact of the involvement of visiting
    scientists
  • Good prospects for potential long term
    collaborations
  • The involvement of industrial partners will be
    mutually beneficial for the companies and for the
    ESRs/ERs
  • The project can offer great career opportunities
    to both ESR and ER involved
  • The training proposed by the network is such that
    probably no single institution in Europe would be
    capable of providing it on its own.

FP7 - Marie Curie ITN criteria
85
Impact negative feedback
  • The proposed impact, as described in the field
    of science is not convincing
  • The number of visiting scientists is too high and
    not appropriate for the proposed programme
  • The lack of training in an industrial context is
    a major drawback
  • The description of the impact on the scientific
    community outside the network should be
    elaborated upon

FP7 - Marie Curie ITN criteria
86
Impact tips
  • Think about impact on different levels, e.g.
  • Personal what will researcher gain beyond that
    available at single institution?
  • European address fragmentation, common courses,
    sustainability of collaboration, including that
    with private sector
  • Discipline what is available in single country?
    Why EU level needed? Why need for trained
    researchers in area?
  • Others?

FP7 - Marie Curie ITN criteria
87
ITNs final tips
  • Industrial participation is key
  • Addressed under all four criteria and has been
    strengthened with respect to training. Aspects
    that are assessed under more than one evaluation
    criteria will count under each of these criteria
  • Evaluation criteria
  • Address thoroughly make sure you cover each one
    do not bury in text
  • Clarity of presentation
  • Present case clearly use tables, diagrams and
    summaries where appropriate
  • Different schemes
  • Make sure you have addressed the requirements of
    the relevant strand!

FP7 Marie Curie - ITN
88
Key documents
Call Fiche Focus
Work Programme Focus
Guide for Applicants Preparation and submission
EPSS Guide Preparation and submission
Rules on Submission and Evaluation, Guide for Evaluators Background
Model Grant Agreement Background
Financial, negotiation, reporting and IPR guidelines Background
FP7, Specific Programme Text Background
Other policy documents Background
FP7 Submission and Evaluation
89
Top tips preparation
  • Clarify your own goals for participation
  • Read all Call documentation (ie, GfA and WP)
  • - Also consider relevant EU policy documents
  • Fully appreciate the evaluation criteria
  • Discuss with and meet potential partners
  • Use appropriate partnership (including balance of
    budget and activities)
  • Set aside enough time
  • Research previous and current projects
  • Work with your institution

FP7 - Essentials
90
Top tips - application
  1. Register in EPSS (Coordinator)
  2. Put yourself in the shoes of the evaluator
  3. Write clearly and concisely
  4. Stick to formatting rules (page limits, font,
    etc)
  5. Include well worked out plans
  6. Outline any Plan B (risk analysis)
  7. Use tables and diagrams where appropriate
  8. Ask someone to read through your proposal
  9. Make sure final version is submitted!

FP7 - Essentials
91
Further Information
  • UKRO NCP website
  • http//www.ukro.ac.uk/mariecurie/index.htm
  • Queries on the schemesmariecurie-uk_at_bbsrc.ac.uk
  • Tel 32 2 230 0318 Fax 32 2 230 4803
  • Other useful websites
  • http//cordis.europa.eu/fp7/people/home_en.html

FP7 Marie Curie Actions
92
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//ec.europa.eu/euraxess/index.cfm/rights/inde
    x
  • UK HE Sector analysis http//www.rcuk.ac.uk/
    news/gapanalysis.htm
  • Euraxess Mobility Portal
  • http//ec.europa.eu/euraxess
  • Queries
  • mariecurie-uk_at_bbsrc.ac.uk

FP7 People Marie Curie
93
How to become a successful ITN applicant - a West
Midlands perspective
Maria A Heckl Department of Mathematics Keele
University Staffordshire ST5 5BG U.K. m.a.heckl_at_k
eele.ac.uk
94
1. Rationale of Initial Training Networks (ITN)
ITN Multi-disciplinary network across Europe
collaborating on a specified research
project. Involves partners from universities,
research organisations, industry. The focus is on
research training of young people. The young
researchers have to be mobile and cannot work in
their native country. They are typically employed
for 3 years and finish with a PhD. Post-docs can
also be involved. Training is provided through
hands-on research, workshops, modules for
complementary skills.
95
2. The topic of my network (LIMOUSINE) Combustion
instabilities
industrial combustor (Siemens SGT 100 gas
turbine)
generic combustor
96
Features of this topic
Past and present research area of mine (applied
mathematics). Combines analytical, numerical and
experimental aspects. Combines several
disciplines applied mathematics mechanical
engineering thermodynamics control
theory etc. Concern for industry, in
particular power generation with gas
turbines. Touches on environmental issues. Has
received EC funding in the past.
97
3. Steps to build a network
Choice of research project Identify core topic
by brainstorming with one or two colleagues from
a complementary discipline and a different EU
country. Look at earlier EC projects, and focus
on some new key elements to make the new project
distinctly different. Identify issues for
industry.
Choice of partners (they need to be responsive
and efficient) Select existing colleagues/contacts
. Seek personal recommendations from trusted
colleagues. Face-to-face meetings with new
contacts (no risks with unfamiliar
partners). Additional requirements for industrial
partners Interest in the project. Staff and
facilities to supervise a PhD student. Broad base
of knowledge.
98
Partners in the LIMOUSINE network
Partner (academic) country expertise
Keele University Applied Mathematics UK Analytical modelling of thermo-acoustics
University of Twente Thermal Engineering NL Modelling and experiments on acoustics and combustion
Imperial College Mechanical Engineering UK Laser diagnostics PIV, flame front tracking
Brno Univ. of Technology Thermodyn. Environm. Eng. Czech Republic Dynamics of liquid fuel combustion
University of Zaragoza Fluid Mechanics / LITEC Spain Combustion dynamics of diffusion flames
99
Partner (research org.) country expertise
CERFACS CFD Team France Large Eddy Simulation and fluid-structure interaction
DLR Combustion Germany Numerical simulation of oscillating flames and transient heat flux
Partner (industrial) country expertise
Ingenieurbüro für Thermo-Akustik Germany Active control of combustion instabilities
Siemens Power Generation Germany Gas turbine design, manufacture and operation
ANSYS UK Numerical simulation of fluid and structure mechanics
Electrabel NL and Belgium Operation and maintenance of gas turbine power plants
Sulzer Elbar NL Repair and manufacture of gas turbine parts
100
4. How I got involved
In 2006, I organised a structured session (on
theoretical aspects of combustion instabilities)
for an international congress on sound and
vibration.
Through this, I got to know a colleague who
organised a session on a similar topic
(engineering aspects of combustion instabilities).
We applied to the Royal Society for an
International Joint Project, which gave us
funding over two years for regular exchange
visits.
In the first year, we designed a generic
combustor, which became the core of the LIMOUSINE
project.
In the second year, we collaborated on our
application to the EC, mainly by face-to-face
meetings funded by the Royal Society.
101
Challenges Misunderstandings can occur because
different disciplines and different countries
have different cultures. Face-to-face
discussions are vital for the proposal
preparation. Visiting potential partners requires
time, mobility and funds. Describing the project
in only 30 pages is not easy. Copy/paste from
earlier proposals does not work.
Benefits ITNs are a good opportunity to set up
and run exciting research projects. The funding
is attractive ( 60 000 over 3 years to cover
training expenses of a PhD student). ITNs are
multidisciplinary and give insights into other
areas. The international aspect is very
stimulating.
102
International Research Staff Exchange Scheme
(IRSES)
  • Mandy Heard
  • West Midlands European Service

29th September 2011
103
  • Programme today
  • IRSES what this is all about
  • IRSES application process
  • How to prepare a successful proposal
  • You and your priorities.

104
West Midlands European Service
105
West Midlands European Service Who are we?
106
West Midlands European Service
  • The Birmingham office
  • The Brussels Office
  • Support to the experienced in EU funding
  • Advice on the FP7
  • Lobbying
  • Policy updates
  • Meeting spaces (WM European Centre)
  • Service Level Agreement
  • Project Management
  • Dissemination Partner
  • Support to the organisations new to or with
    limited experience of European funding
  • Advice on various funding programmes
  • Project development grants
  • Training in the bid writing and project
    management
  • Free

107
WMES Birmingham aims
  • To increase the number and value of successful
    trans-national projects aligned to key regional
    priorities
  • To draw together the jigsaw of European
    opportunities and networks across the region into
    a co-ordinated offer of real value to the
    regional organisations

108
Our success so far
  • 592 submitted projects worth 65M
  • 280 successful projects so far
  • 18,8M investment to the WM
  • 2000 people trained

109
Which Funds do we support?
Life Long Learning Vocational
training skills Employability Innovative
learning Policy or delivery
INTERREG Regional level Strategy Policy Exchange
of best practice
LIFE Environment Protecting natural Assets /
species Strategic / policy
Erasmus for Y. Entrepreneurs Work placements in
the successful enterprises
Competitiveness Innovation SMEs ICT Innovative
products, services and processes
Marie Curie Actions SMEs/universities Networks R
esearch/Knowledge Transfer Fellowships
Intelligent Energy Europe Energy
efficiency Renewable energy sources Energy in
transport Integrated initiatives
Daphne III Justice, freedom and security
110
Marie curie People actions
  • General Overview

111
FP7 Programme
4 Programmes Cooperation, Ideas, People,
Capacities ( Joint Research Centre Euratom)
112
  • Marie Curie Objectives
  • Structuring training, mobility and career
    development for researchers
  • Develop European human resources potential in RD
  • Stimulate people to enter researcher profession
  • Attracting retain researchers from around the
    world
  • Employment contracts with full social rights
  • Addressed to researchers at all stages of their
    careers
  • International prestige

113
Open to third-country nationals
  • 1. Initial training
  • Networks for early stage researchers
  • 2. Life long training and career development
  • Intra European Fellowships
  • Career Integration Grants
  • Co-funding of national programmes
  • 3. Industry dimension
  • Industry-academia partnership and pathways
  • 4. World Fellowships
  • Outgoing fellowships
  • Incoming fellowships
  • International Research Staff Exchange Scheme

5. Specific actions Such as Researchers Night
114
Applicant Applicant Applicant Applicant Applicant
Recruited Researcher profile Individual Fellowships Industry Research Organisations Research Institutions
Recruited Researcher profile Post-graduates lt 4 years ITN
Recruited Researcher profile Post-doc gt 4 years IOF IEF IAPP IRSES
Recruited Researcher profile Senior post-doc gt 10 years IIF CIG
115
IRSES
  • International Research Staff Exchange Scheme

116
  • Purpose of the programme
  • Strengthen research partnerships between EU and
    non EU research organisations.
  • Staff exchange and networking activities.
  • Establishment or reinforcing of long-term
    collaboration.

117
  • Size of the consortium
  • Min 3 partners, but no maximum size
  • Duration
  • Project 24-48 months
  • Partners
  • Public or private non-profit research
    organisations
  • Lead partner
  • Must be from EU or AC

118
  • Who can participate?
  • Early stage researchers
  • Experienced researchers
  • Technical and managerial staff
  • How long is the secondment?
  • max. 12 months (can be split)
  • Less than 1 month stay should be well justified.

119
  • Typical Activities
  • Joint research
  • Training
  • Joint workshops
  • Seminars
  • Networking
  • Transfer of Knowledge
  • Complementarity and synergies between partners
    are critical

120
  • IRSES Eligible Countries
  • Countries with EU agreements on ST
  • Algeria, Argentina, Australia, Brazil, Canada,
    China, Chile, Egypt, India, Japan, Jordan,
    Rep. of Korea, Mexico, Morocco, New Zealand,
    Russia, South Africa, Tunisia, Ukraine,
    United States
  • Countries of the European Neighbourhood Policy
    (ENP)
  • Eastern Europe Central Asia (EECA) Armenia,
    Azerbaijan, Belarus, Georgia, Moldova,
    Ukraine
  • Mediterranean Partner Countries (MCP) Algeria,
    Egypt, Jordan, Lebanon, Libya, Morocco,
    Palestinian-administrated areas, Syrian Arab
    Rep., Tunisia
  • International Cooperation Partner Countries
    (ICPC) than can receive funding
  • http//ec.europa.eu/research/iscp/index.cfm?lgen
    pgcountries

121
  • IRSES Participation rules
  • - Partnership min. 2 independent EU/AC
    non-profit research organisations of at least 2
    different countries and one or more organisations
    in a eligible third country (ST agreement and
    Neighbourhood policy)
  • - Coordinator from EU MS/AC
  • - Duration of the Exchange Programme 24- 48
    months
  • - Any research topic is eligible (except EURATOM)

122
  • Scientific Panels
  • Chemistry (CHE)
  • Social Science and Humanities (SOC)
  • Economic Science (ECO)
  • Engineering Information Science (ENG)
  • Environment Geosciences (ENV)
  • Life Sciences (LIF)
  • Mathematics (MAT)
  • Physics (PHY)

123
  • IRSES Financial rules
  • Staff are seconded (maintain their employment and
    salary)
  • Community contribution for EU MS/AC partners
    fixed 1900/person/month (incl. travel,
    subsistence)
  • Extra 200 for long distance countries ICPC and
    Neighbourhood policy countries Community
    contribution is envisaged
  • Exchanges MS/AClt-gtMS/AC, non-ICPCgtMS/AC,
    ICPClt-gtICPC are not eligible for Community
    funding (own resources)
  • Average requested budget ca. 160.000
  • Range 13.000 - 1.044.000

124
  • Financing (Industrialised Countries)
  • Secondment of outgoing staff members (from
  • EU/AC towards these countries) are eligible for
  • funding.
  • Australia, Canada, Japan, Rep. of Korea, New
    Zealand, USA

125
  • Financial Reporting
  • X No reporting on actual costs, no evidence
    required
  • v Results only (scientific and number of
    person-months exchanged)

126
Statistics
Proposals received Available Budget Proposals Funded
2008 73 25M 56
2009 178 30M 107
2010 172 31,350M 89
2011 189 30M 85
Number of proposals recommended for funding
127
  • Example 1
  • A French and a Swiss research institute
    propose an exchange programme with a university
    in Tunisia, coordinated by a Tunisian partner.
  • Eligible but the coordinator must be an EU
    MS/AC research organisation
  • Example 2
  • A Dutch research centre and Estonian University
    propose an exchange programme with the USA.
    Staff from the US partner will be seconded to
    Estonia and the US and Estonian Staff will be
    seconded to the Netherlands and the US.
  • Eligible. Estonian staff going to Netherlands and
    vice-versa are ineligible for funding. US costs
    to the EU must be covered from own resources

128
  • Example 3 EASTWESTFOOD
  • The joint activities in this project will take
    place within four
  • areas of collaboration, organized in four work
    packages 1) Healthy Diets in East and West, 2)
    Dairy Technology, 3) Metabolic Engineering and
    4) Business Economics and Entrepreneurship
  • Partners Denmark Netherlands India
  • Duration 48 months
  • Funding 127.800

129
  • Example 4 Laser Nanoscale Manufacturing
  • Staff exchange on researching and developing new
  • maskless laser nanoscale manufacturing
    technologies for
  • low cost, simple and high speed manufacturing of
    nano
  • structured surfaces and components including
    periodic
  • structures.
  • Partners Finland, UK, China
  • Duration 36 months
  • Funding 347.400

130
  • Example 5 Novel medical adsorbents for
    extracorporeal treatment of life threatening
    conditions
  • This program gives the opportunity to cultivate a
    high scientific quality consortium consisting of
    2 European and 1 third country academic
    institute, with the aim to sustain and create new
    collaborative partnerships between EU partners
    and Ukraine, and transfer knowledge and
    technologies in one of the most exciting fields
    of modern biomaterial science. Focusing on the
    development of extracorporeal methods for toxin
    removal, for the treatment of many life
    threatening conditions and chronic conditions,
    that result in a low quality of patient life.
  • Partners UK, France and Ukraine
  • Duration 48 months
  • Funding 113.400

131
  • IRSES success rate (2011)
  • 46

132
Application process
  • IRSES

133
IRSES new call for proposal http//ec.europa.eu/re
search/participants/portal
134
Presenting your proposal
  • Part A
  • Part B
  • Administrative information
  • (description of work, contact
  • details, partner
  • Characteristics etc).
  • Your Proposal
  • Including Science and Technical content
  • Uploaded by the lead
  • partner to EPSS

Online forms on EPSS
135
  • Part A
  • A1 Snapshot of your project (complete by the
    lead partner)
  • A2 Partner Organisations (completed by each
    participant)
  • A4 Funding request

136
  • Part B
  • B1 Quality of Exchange Programme
    (complementarities/synergies)
  • B2 Transfer of Knowledge (mutual benefits)
  • B3 Implementation (management)
  • B4 Impact (collaboration, ERA)

137
IRSES Evaluated criteria and thresholds
138
Evaluation feedback
  • IRSES

139
Partnership is homogeneous and of good quality in
the addressed topic. There are good
complimentarities/synergies between the partners.
Each partner contributes to one or more The
scientific quality of the partners and their
experience in international cooperation are very
good.Research and training objectives are
clearly stated and motivated.
  • STRENGTHS QUALITY OF THE EXCHANGE PROGRAMME

140
The one month secondments of ESRs are too short
to both learn new knowledge and pursue the
planned research tasksProject Coordinators are
not clearly identified for all participantsScien
tific quality of the exchange programme is not
fully demonstrated, as the work is more a
technical natureThe deliverables are mostly
comprised of reports and papers
  • WEAKNESSES QUALITY OF THE EXCHANGE PROGRAMME

141
The project clearly has the potential for a ToK
within the addressed topic, with benefits for
both regions involved.The Knowledge Transfer is
strongly supported by several training activities
(workshops and schools) with special attention to
their organisation and management.There is a
good degree of integration and sharing in the
execution of the work packages.The planned
exchanges can bring significant added value. All
the partners are expected to learn new expertise
  • STRENGTHS TRANSFER OF KNOWLEDGE

142
The plans for transfer of knowledge toward the
scientific community through publication or
international conferences and its sustainability
are not sufficiently describedThe roles and
benefits of the ESRs are only generally
describedThe number and role of the staff to be
exchanged is not fully justified in light of the
work-plan proposed. The durations of the
secondments are quite short to be useful
  • WEAKNESSES TRANSFER OF KNOWLEDGE

143
The partners have good capacities and the human
resources to carry out the proposed
activitiesThe management structure is very
clear and well-suited for the exchange
programme.State of the art facilities and
infrastructures are most appropriate to meet the
requirements of the planned cooperation.Good
planned measures for supporting researchers
  • STRENGTHS IMPLEMENTATION

144
The planned support to the incoming and outgoing
personnel is not sufficiently detailedA risk
management procedure could have been provided due
to the large number of milestonesThe
implementation plan is not fully justified, as no
exchanges take place at the second half of the
year
  • WEAKNESSES IMPLEMENTATIO
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