Marie Skłodowska-Curie actions on skills, training and career development

Marie Skłodowska-Curie actions on skills, training and career development

What about EU RDI programmes?

Some figures on Marie Curie 2007-2013 General 80 000 researchers financed since creation of MCA (1996) > 18 000 host organisations in 82 countries (46 Third Countries) 9 400 projects funded (Jan 2014) in FP7 ( 4.4 billion) 2/3 of Shanghai top 500 list organisations participated in 2011

Some figures on Marie Curie 2007-2013 Luxembourg 8 4 3 2 1 1 1 UL FNR CRP Santé Goodyear SA CRP Gabriel Lippmann 10,4 m Overall EC contribution to projects in Luxembourg Paul Wurth SA Recherches Scientifiques Luxembourg asbl Success Story FSI-Harvest

Putting things into context Competitiveness and Cohesion (45% of EU budget) Preservation and management of resources (43%) Citizenship, freedom, security and justice (1,1%) EU as a global player(4,8%) Other including administration (6,3%) 1. Smart and Inclusive Growth 1a) Competitiveness for growth and jobs 1b) Economic, social and territorial cohesion Large infrastructure projects Education (Erasmus for all) Customs, Fiscalis and Anti- Fraud Nuclear safety and decommissioning Competitiveness of enterprises and SME (COSME) Connecting Europe Facility (CEF) Social change and innovation (PSCI) Energy projects to aid economic recovery (EERP) Common strategic framework Research and Innovation (Horizon 2020, Euratom)

Horizon 2020 General Structure International Cooperation Europe2020 Priorities European Research Area Societal Challenges Health, demographic change and wellbeing Food security, sustainable agriculture and the bio-based economy Secure, clean and efficient energy Smart, green and integrated transport Climate action, resource efficiency and raw materials Inclusive, innovative and reflective societies Secure Societies Industrial Leadership Leadership in enabling and industrial technologies: ICT; Nanotech, Materials, Manufacturing and Processing; Biotechnology; Space Access to risk finance Innovation in SMEs Common rules, toolkit of funding schemes Dissemination Knowledge transfer Simplified access Shared objectives and principles JIT JRC http://ec.europa.eu/programmes/horizon2020/ Excellent Science Frontier research (ERC) Future and Emerging Technologies (FET) Skills and career development (Marie Curie) Research infrastructures

MARIE SKLODOWSKA CURIE ACTIONS

Shift in focus and redefined priorities Horizon 2020 Regulation of Establishment Regulation (EU) No 1291/2013 "Marie Skłodowska-Curie actions" shall provide excellent and innovative research training as well as attractive career and knowledge-exchange opportunities through crossborder and cross-sector mobility of researchers to best prepare them to face current and future societal challenges. Excellent Innovative Training Knowledge exchange Cross-border Cross-sector Mobility Societal challenges

Marie Sklodowska Curie Actions Key features (1/2) Mobility of researchers from all over the world Bottom up Financing rate 100% For researchers at every stage of their career Competitive calls Independent experts Focus on training and career development of researchers 817, 40 m in 2014 757,54 m in 2015 The People The Programme

Marie Sklodowska Curie Actions Key features (2/2) Open to all domains of research and innovation from basic research up to market take-up and innovation services Participation of non-academic sector strongly encouraged, especially industry and SMEs Mobility as the key requirement - funding on condition participants move from one country to another Particular attention to gender balance Public engagement of supported researchers (vs dissemination)

New and simplified definitions Academic sector: public or private HEI awarding academic degrees, public or private non-profit research organisations, international European interest organisations Non-academic sector: any socioeconomic actor not included in the academic sector definition Staff members in RISE: researchers, managers, administrative and technical personnel supporting research and innovation activities of the project Beneficiaries signatories of the grant agreement (with the EC/REA) Partner organisations not signing the grant agreement (but commit to beneficiaries) Categories of researchers: Earlystage researcher (ESR) and Experienced Researcher (ER) Mobility rule and full time research equivalent NEW! Constant

Early stage, experienced researchers, mobility rule Early Stage Researcher In the first 4 years (full-time equivalent research experience*) of their career and not awarded a PhD at the time of their (first) recruitment. Experienced Researcher At call deadline, be in possession of a doctoral degree or have at least four years of full-time equivalent research experience*. Mobility rule Researcher must not have resided or carried out their main activity (work, studies, etc.) in the country of their host organisation for more than 12 months in the 3 years immediately prior to his/her (first) recruitment. No restrictions based on nationality. The case of Italy *Full-time equivalent research experience is measured from the date when a researcher obtained the degree which would formally entitle him or her to embark on a doctorate

Associated Countries Same as FP7 Norway Israel Iceland Turkey Former Yugoslav Republic of Macedonia and Serbia Albania and Montenegro Bosnia & Herzegovina Faroe Islands Republic of Moldova Changes since FP7 Croatia Liechtenstein A word on Switzerland Negotiations ongoing with Armenia + Urkaine

MSCA: four major instruments ITN Early-Stage Researchers IF Experienced Researchers RISE Exchange of Staff COFUND Co-funding Innovative networks supporting early-stage training (Including Industrial doctorates & Joint doctorates) Individual fellowship supporting experienced researchers undertaking mobility International and inter-sector cooperation through research and innovation staff exchange Co-funding of regional, national and international programmes funding doctoral and postdoctoral researchers

IF INDIVIDUAL FELLOWSHIPS

IF Objectives Objectives Opportunities for new knowledge, projects in or outside Europe, resume a career, return to Europe Eligibility Experienced Researcher At time of deadline, possess a PhD OR at least 4 years FTE research experience (with or without doctoral degree) Any nationality Enhance the creative and innovative potential of experienced researchers (ER) NEW: secondments to partner organisations in MS/AC possible Transnational mobility Cf mobility rule: not have resided in the country of host organisation for more than 12 months in 3 years prior to call deadline (holidays, short stays, compulsory service excluded) Beneficiary (host institution) located in Member State (MS) or Associated Country (AC)

IF European Fellowships, Global Fellowships European Fellowship (EF) Coming from a Member State, Associated Country, or Third Country To a host organisation in MS/AC 12-24 months Global Fellowship (GF) Outgoing Phase secondment to partner organisation in Third Country (TC) + return period to host organisation (beneficiary) in Member State (MS) or Associated Country (AC) 1 2 12-24 months outgoing + 12 months return phase (mandatory) Partner organisations Do not recruit the researcher Do not sign Grant Agreement Do not claim costs directly Must provide letter of commitment

IF Evaluation and Panels 8 main scientific panels Chemistry (CHE) Social Sciences and Humanities (SOC) Economic Sciences (ECO) Information Science and Engineering (ENG) Life Science (LIF) Mathematics (MAT) Physics (PHY) 2 multidisciplinary panels For EF only Career Restart Panel Not active in research for min. 12 months Reintegration Panel LT resident or national of MS/AC, taking up a position in MS/AC

IF Funding EU contribution based on unit costs expressed in person-months, paid by host institution (Calculated automatically) Mind the Country Correction Coefficient (for living allowance only!) Family allowance: determined at beginning and not changed during project Top-up possible. Under-payment strictly forbidden and rigourously controlled Researcher Unit Cost Person/month Living allowance Mobility allowance Family allowance Research, training and networking costs Institutional unit cost Person/month 4 650 600 500 800 650 Management and indirect costs

IF Typical Activities Training-throughresearch Training-through-research under the direct supervision of the supervisor and other members of the scientific staff of the host organisation by the means of an individual personalised action Training on scientific and transferable skills Hands-on training activities for developing scientific and transferable skills: entrepreneurship, proposal preparation to request funding, patent applications, management of IPR, action management, task coordination, supervising and monitoring, take up and exploitation of research results Secondments Inter-sectoral or interdisciplinary transfer of knowledge (secondments) Other Research and financial management of the action Organisation of scientific/training/dissemination events Communication, outreach activities and horizontal skills Training dedicated to gender issues

ITN: INNOVATIVE TRAINING NETWORKS

Innovative Training Networks COMMON features What they do Train a new generation of early-stage researchers that are creative and entrepreneurial Raise excellence and structure research and doctoral training Provide also transferable competences and increase career chances of young researchers How it works International network of partners which recruit and host ESRs based on joint research training/doctoral programme. Training through individual research projects within the framework of the overall research topic. Meaningful exposure to the non-academic sector. Typical project duration 48 months; recruitment: 3 36 months

ETN European Training Network Most general training programme (+ biggest budget); no doctoral training necessary Min. 3 beneficiaries from min. 3 MS/AC (but: 6-10 recommended), each recruiting min. 1 ESR + as many partner organisation as desirable Non-academic participation expected Maximum of 540 Researcher-months per Network Secondments possible up to 30% of recruitment period Joint supervision encouraged Max 40% of project budget allocated to one country 8 panels: EUR 349,68m ITN ETN EID EJD

EID European Industrial Doctorate Doctoral training in collaboration with the non-academic sector Min 2 beneficiaries in min 2 MS/AC (or additional beneficiaries if multiple EID ) Min 1 beneficiary entitled to award doctoral degree + min 50% of time spent in non-academic sector Joint selection, training and supervision Max 540 researcher-months (except if only 2 beneficiaries: 180 researcher-months) Separate panel: EUR 25,5m ITN ETN EID EJD

EJD European Joint Doctorates Promotes greater structural cooperation between universities Min 3 beneficiaries entitled to deliver doctoral degrees International, inter- sectoral and multi/inter-disciplinary programmes Joint doctoral programmes (single diploma issued by min 2 higher education institutions) Double or multiple doctoral degrees (two or more separate national diplomas) Mandatory joint governance structure and supervision Max 540 researcher-months Separate panel: EUR 30 m ITN ETN EID EJD

Innovative Training Networks Typical Activities Network-wide training activities (e.g. seminars, workshops and summer schools) Training in key transferable skills Collaboration and exchange of knowledge within the network Communication & Dissemination Public engagement

ITN Funding EU contribution based on unit costs expressed in person-months, paid by host institution (Calculated automatically) Mind the Country Correction Coefficient (for living allowance only!) Family allowance: determined at beginning and not changed during project Top-up possible. Under-payment strictly forbidden and rigourously controlled Living allowance Researcher Unit Cost Person/month Mobility allowance Family allowance Institutional unit cost Person/month Research, training and networking costs Management and indirect costs 3 110 600 500 1 800 1 200

http://ec.europa.eu/euraxess/

RISE RESEARCH AND INNOVATION STAFF EXCHANGE

RISE What it does promote international and inter-sector collaboration through research and innovation staff exchanges foster a shared culture of research and innovation How it works Support to secondments of staff of 1 to 12 months Participants from 3 different countries, with at least 2 MS/AC (However, if all participants are from the same sector (e.g. academic), at least one must be from a Third Country) Projects of max 4 years No mobility rule required But: Eligibility condition for staff member 6 month at the sending institution prior to the first secondment Maximum 540 researcher-months per consortium 8 evaluation panels

RISE Funding Staff member unit cost: top-up allowance to support travel, accomodation, subsistence costs during secondment Benficiaries and partner organisations continue to pay salary during stay abroad Staff member unit cost (per personmonth of secondment) 2000 Institutional unit cost Person/month of secondment Research, training and networking costs 1800 700 Management and indirect costs

EVALUATION

Evaluation Criteria ITN IF RISE Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary and intersectoral aspects) Quality of supervision and hosting arrangements Excellence Clarity and quality of transfer of knowledge/training for the development of researcher in light of the research (and/or innovation) objectives Quality of the proposed interaction between the participating organisations Capacity of the researcher to reach or re-enforce a position of professional maturity in research Quality of the interaction between the participating organisations Enhancing research- and innovation-related human resources, skills, and working conditions to realise the potential of individuals and to provide new career perspectives Effectiveness of the proposed measures for communication and dissemination of results Impact Contribution to structuring doctoral / early-stage research training at the European level and to strengthening European innovation capacity, including the potential for: a) meaningful contribution of the non-academic sector to the doctoral/research training, as appropriate to the implementation mode and research field b) developing sustainable joint doctoral degree structures (for EJD projects only) To develop new and lasting research collaborations, to achieve transfer of knowledge between research institutions and to improve research and innovation potential at the European and global levels Implementation Overall coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources Appropriateness of the management structures and procedures, including quality management and risk management Appropriateness of the institutional environmnent (infrastructure) Competences, experience and complementarity of the participating organisations and institutional commitment

Excellence For ALL: Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary and intersectoral aspects) For ITN and IF: Quality of supervision and hosting arrangements For IF and RISE: Clarity and quality of transfer of knowledge/training for the development of researcher in light of the research (and/or innovation) objectives For ITN and RISE: Quality of the proposed interaction between the participating organisations For IF: Capacity of the researcher to reach or re-enforce a position of professional maturity in research

Impact For ALL: Enhancing research- and innovation-related human resources, skills to realise the potential of individuals and to provide new career perspectives; Effectiveness of the proposed measures for communication and dissemination of results For ITN: Contribution to structuring doctoral / earlystage research training at the European level and to strengthening European innovation capacity, including the potential for: a) meaningful contribution of the non-academic sector to the doctoral/research training b) developing sustainable joint doctoral degree structures (for EJD projects only) For RISE: To develop new and lasting research collaborations, to achieve transfer of knowledge between research institutions and to improve research and innovation potential at the European and global levels

Implementation For ALL: Overall coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources Appropriateness of the management structures and procedures, including quality management and risk management Appropriateness of the institutional environmnent (infrastructure) Competences, experience and complementarity of the participating organisations and institutional commitment

Evaluation Criteria, Scores, and Weighting (an example) Criterion Score Weight Weighted Score Excellence 3 50% 1,5 Impact 4 30% 1,2 Implementation 3,5 20% 0,7 Total score expressed out of 5 (threshold 3,5) 3,4 Total score expressed out of 100 (threshold 70%) 68

Call schedules and funding envelopes Programme Opens Closes Envelope ITN IF RISE COFUND 11/12/2013 09/04/2014 405,18 m 02/09/2014 13/01/2015 370 m 12/03/2014 11/09/2014 240,5 m 12/03/2015 10/09/2015 213 m 11/12/2013 24/04/2014 70 m 06/01/2015 28/04/2015 80 m 10/04/2014 02/10/2014 80 m 14/04/2015 01/10/2015 80 m Download the icalender file from the Participant portal for an overview of all H2020 call deadlines in your Outlook calendar

HOW TO PREPARE A PROPOSAL

9 (+1) Tips on How to write a proposal (1/2) 1. Change perspective: By forwarding your career and building your skills, you help resolve (EU-wide) problems and increase the European excellent science base 2. Cooperate: Across borders, disciplines, and sectors. The EU loves that. 3. Take your time: Prepare the project thoroughly (Work Programmes cover 2 years now (though less relevant for bottom-up programmes) 4. Avoid last-second submissions: Submit your proposal even at a draft stage. Only the last version will be taken into account. 5. Jump through all hoops: by following the proposal submission outline and providing all references (Letter of commitment! Ethical issues! Gender!)

9 (+1) Tips on How to write a proposal (2/2) 6. Do your reading. (Call text, Work Programme, Guide for Applicants, General Annexes to Work Programmes, past funded projects, etc) 7. Keep in mind the evaluation criteria: Excellence-Impact-Implementation, their weighting and details for your specific programme 8. Get help: Have your proposal evaluated by neutral peers, contact NCPs or the Research Enquiry Service 9. Mind the reader: Your objective is to convince three to five evaluators: make life easier for them, be convincing, do not assume they have all background knowledge. Use simple terms and a clear structure, use graphs, tables, and index, etc (evaluation on as-is ) Bonus: Become an evaluator

Proposal Submission PART A Five Sections 1. General information: acronym, proposal title, duration in months, panel, abstract 2. Participants & contacts: administrative data of participating organisations, contact details 3. Budget: automatic calculation based on unit costs 4. Ethics: human embryos, humans, human cells, protection of personal data, animals, non-eu countries, environment protection, dual use, misuse, other

Proposal Submission PART B Details of the proposed research and training programmes Practical arrangements planned to implement them. Structure proposal according to the Part B proposal template! Word version downloadable from Electronic Submission Services The Guide for Applicants explains each section in detail List of participants Start page count 1. Summary 2. Excellence 3. Impact 4. Implementation Stop page count 30 pages (ITN), 10 pages (IF) 5. GANTT Chart (ITN) / References (RISE) / CV of experienced researcher for IF) 6. Capacities of the participating organisations 7. Ethics Aspects 8. Letters of commitment of partner organisations

Proposal templates RISE http://ec.europa.eu/research/parti cipants/data/ref/h2020/call_ptef/pt /h2020-call-pt-msca-rise_en.pdf Administrative forms (Part A) Research proposal (Part B) ITN http://ec.europa.eu/research/parti cipants/data/ref/h2020/call_ptef/pt /h2020-call-pt-msca-itn_en.pdf (IF not available yet)

MSCA Alumni Association Already 3000 members, expected to increase by 2-4K/year Services: micro-grants for travelling, teaching, dissemination discussion fora job search IPR contact database www.mariecuriealumni.eu

Further reference Horizon2020 Participant Portal for all information, updates, etc Work Programme Marie Sklodowska Curie Actions, 2014-2015, URL Horizon 2020 Rules for Participation, Reguation (EU) 1290/2013, URL Model Grant Agreements, URL Proposal Templates: RISE, ITN, IF Standard Evaluation Forms: RISE, ITN, IF List of Descriptors for MSCA proposals, URL From Face to Face, Portraits of Marie Curie Fellows, European Commission, 2012, URL Fact Sheet IP management in Marie Curie Actions, IPR Helpdesk, August 2012, URL Horizon 2020 Helpdesk (Research Enquiry Service) Register as an Horizon 2020 evaluator

Contact Katharina Horst European Funding Programmes T (+352) 43 62 63 1 (ext: 663) katharina.horst@luxinnovation.lu @NCPHorizon2020 www.horizon2020.lu