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FP7 – Marie Curie Actions
ITN & IAPP 2012 Calls
Olivier PASTREResearch Programme OfficerResearch Executive Agency (REA)Unit P4, Marie Curie Host-Driven Actions
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FP7 overview (2007-2013)
Evolution of annual budget
FP6 (2002-2006) Marie Curie Actions
€ 1 580 million
People, 9% of a growing budget
Note: Euratom FP: € 2.7 billion over 5 years – not included above
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Life-long training and career developmentIntra-European Fellowships (IEF) / Career Integration Grants (CIG)
Co-funding of regional, national and international programmes (COFUND)
Industry dimension Industry-Academia Partnerships and Pathways (IAPP)
Policy support actions Researchers’ Night; EURAXESS
International dimension Outgoing & Incoming International Fellowships (IIF & IOF);
International Research Staff Exchange Scheme (IRSES)
Initial training Initial Training Networks (ITN)
Marie Curie Actions
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Prof
ile o
f rec
ruite
d re
sear
cher
s
Post-graduates (ESR)
< 4 years*
Post-docs (ER)
> 4 years* or PhD
Senior Post-docs (ER)
> 10 years
ApplicantsIndividual
fellowshipsIndustry/Research
InstitutionsResearch
funding bodies
CIGIIFIOF
IEF
IAPPIRSES COFUND
ITN
Non-profit organisations
only
* full-time equivalent research experience after degree which formally entitles to embark on a doctorate
Marie Curie Actions’ scope
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ITN 2012
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Attract and train young people to become researchers
Promote researchers mobility across sectors, countries and disciplines
Equip researchers with a broad set of skills that will match both public and private sector needs
Improve career prospects of doctoral candidates (different sectors, transnationally)
Improve quality of doctoral training Promote collaboration of academia and
private sector in doctoral training
ITN objectives
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Features International network of participants Joint Research Training Programme:
- training through research - transferable skills training modules (entrepreneurship, management, IPR,
communication…) - exposure to both public and private
sectors Supervisory Board 4 years grant agreements
Research Training Activities Individual personalised projects Structured training courses Personal Career Development Plan for
researchers Quality of supervision
ITN features
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Budget Over 423 M€including 20 M€ for EID
Timetable
Publication 20 July 2011Closure 12 Jan 2012 (17:00 Brussels time)Remote evaluation 20 Feb – 11 March 2012Central evaluation 26–30 March 2012Info to applicants May 2012Launch of nego. June 2012First GA signed September 2012
ITN budget & timetable
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Participants: full network partners, signatories to the grant agreement. Recruit researchers, provide research & transferable skills training, provide secondment opportunities and receive funding (“beneficiaries” or “level 1”)
Associated Partners: do not recruit researchers, do not claim costs. Provide transferable skills training and/or secondment opportunities (“level 2”)
Private Sector: comprise organisations, including SMEs, gaining the majority of their revenue (>50%) through competitive means with exposure to commercial markets.
Eligible organisations: any legal entity (but different eligibility criteria for each implementation mode).
ITN definitions (participants)
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Early Stage Researcher (ESR): at the time of recruitment, must be in the first 4 years of their research careers (full-time equivalent), and with no doctoral degree awarded yet
Experienced Researcher (ER): at the time of recruitment, doctoral degree (or at least 4 years research experience), and less than 5 years of research experience
Nationality: recruited researchers can be of any nationality.
Mobility: at the time of recruitment by the host organisation, researchers 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 the reference date.
ITN definitions (researchers)
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• At least 3 participants (any type) from 3 different MS/ACAbove this minimum, participation of OTC and IO is possible
• Associated partners from any country / sector / discipline• Private sector participation: “highest possible level”
• Network involved in a joint research training programme• Participants appoint researchers to carry out proposed work
• ESR: appointment for 3-36 months (>80% of total)• ER: appointment for 3-24 months (<20% of total)• Secondments encouraged
(up to 30% of recruitment period)
• Max 500 researcher months• Max 40% budget to one country
Universityor Industry
Country 1
Country 2Country 3
Universityor IndustryUniversityor Industry
Country 1
Country 2Country 3
Multi-partners ITNs (Multi-ITN)
Note: 9 participants on average over 2007-2011
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• 1 participant only (from MS/AC) typically a University or Research Centre offering doctoral programme
• Associated partners from any country / sector / disciplinestrengthen the international, interdisciplinary and intersectoral aspects
• Network involved in a joint research training programme• The single participant appoints researchers
• Only ESR: appointment for 3-36 months• Mandatory enrolment in doctoral programme• Secondments encouraged
(up to 30% of recruitment period)
• Max 500 researcher months
Country 1
Universityor
IndustryIndustry
Other country
Other discipline
Other sector
Universityor
Industry
Country 1
Universityor
Industry
Universityor
IndustryIndustryIndustry
Other country
Other discipline
Other sector
Universityor
Industry
Universityor
Industry
Innovative Doctoral Programmes (IDP)
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• 2 participants: 1 academic + 1 private sector (2 different MS/AC)• Research institutes can be academic partner if
associated with a University delivering the doctoral degree• Associated partners from any country / sector / discipline
• Only ESR: appointment for 3-36 months• Mandatory enrolment in doctoral programme• At least 50% of time at private sector participant • Recruited by 1 or both participants• Joint supervision by both participants
• Consortium agreement mandatory• Max 180 researcher months
• 20 M€ earmarked for the EID panel
European Industrial Doctorates (EID)
≥50%
Industry
Country 1 Country 2
≥50%
IndustryIndustry
Country 1 Country 2
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Multi-ITN IDP EIDPartners level-1 3 min. from 3 diff. MS/AC
Any type1 from any MS/AC
Univ./ Research Centre2 from 2 diff. MS/AC
Academic / Private S.
Partners level-2 Unlimited (any country/sector/discipline)
Private sector involvement
highest possible level (partners level 1 and 2)
expected via associated partners
1 partner level 1 + associated partners
Eligible researchers
ESR (3-36 months)ER (3-24 months) ≤ 20%
ESR (3-36 months) ESR (3-36 months)
PhD enrolment typically expected (ESR) mandatory mandatory
Intersectoral aspects
secondments encouraged (≤ 30%)
secondments encouraged (≤ 30%)
≥ 50% in private sector
Res. months 500 max 500 max 180 max
Budget/country 40% max to 1 country n/a n/a
Panels and ranking lists
8 ranking lists (corresponding to scientific panels CHE, ECO, ENG, ENV, LIF, MAT, PHY, SOC)
EID ranking list (20M€ earmarked)
Overview of implementation modes
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Category 1: Monthly Living Allowance- €38,000 gross salary per ESR / year x country coefficient- €58,500 gross salary per ER / year x country coefficient
Category 2: Mobility Allowance- €1,000 – €700 (family or not) per researcher month x country coefficient
Category 3: Contribution to Training & Research Costs- €1,800 per researcher month (Multi-ITN)- €1,200 per researcher month (EID and IDP)
Category 4: Management Activities- Maximum 10% of total EU contribution (i.e. 10% of C1+C2+C3+C4+C5)
Category 5: Overheads- 10% of direct costs (i.e. 10% of C1+C2+C3+C4) per partner
ITN financial regime *
* Budget allocated to level 1 participants (recruit & employ fellows)
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ITN Evaluation Criteria
Evaluation Criteria Score out of
Threshold Weight Priority if ex-aequo
S&T Quality 5 3 30% 3Training 5 4 30% 1
Implementation 5 3 20% 4Impact 5 4 20% 2
Total score expressed out of 100 (threshold 70%)
Full description of criteria in Work Programme (p. 60)
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IAPP 2012
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Foster co-operation between non-commercial research organisations & commercial enterprises based on joint research projects
Stimulate long-term collaboration between sectors through secondment of researchers between the public & private research domains
Provide diverse career possibilities & research experience for researchers, knowledge sharing/cultural exchange
IAPP objectives
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Budget 80 M€
Timetable
Publication 19 October 2011Closure 19 April 2012 (17:00 Brussels time)
IAPP budget & timetable
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Participants: full network partners, sign the grant agreement. Second staff (mandatory) and optionally recruit ERs.
No associated partners in IAPP
Industry/Enterprises: Private sector is understood to comprise organisations gaining the majority of their revenue (>50%) through competitive means with exposure to commercial markets
Early Stage Researcher (ESR): For secondment only. At the time of secondment, must be in the first 4 years of their research careers (full-time equivalent), and with no doctoral degree awarded yet
Experienced Researcher (ER): For secondment or recruitment. At the time of secondment (or recruitment), doctoral degree (or at least 4 years research experience). Two salary categories based on experience: 4-10 and >10 years of research experience (full-time equivalent)
IAPP definitions
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IAPP consortium• At least 1 commercial (industry/enterprise)
and 1 non-commercial participant
• Located in at least 2 different MS/AC • Additional participants from any country /
sector• Usually 2 to 6 participants
Project features• Joint Research Project• Research of mutual interest to all partners• Secondments underpin co-operation
between partners in different sectors• 4 years grant agreement
IAPP features (1)
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Compulsory Staff Secondment• Main IAPP focus (≥ 50% of total person-
months)• Always inter-sector • Periods of 2-24 months – can be split stays• Up to 30% intra-national secondments• Also technical staff where justified
Optional Recruitment of experienced researchers• Periods of 12-24 months• Justify relevance to project /recruiting
organisation• Not a substitute for secondment
(no recruitment inside the consortium)
Other• Networking activities• Workshops & Conferences
IAPP features (2)
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COMPOSITION OF A CONSORTIUM
R
RRecruited
researcher from publicised
vacancies
Coordinator Partner 1
Recruited researcher
from publicised vacancies
Sector 2
Partner 2
Sector 1
Staff secondment
Partner 3
Partner 4 Partner 5
IAPP consortium
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Category 1: Monthly Living Allowance- €38,000 gross salary per ESR / year x country coefficient- €58,500 gross salary per ER / year x country coefficient (4-10 years)- €87,500 gross salary per ER / year x country coefficient (> 10 years)
Category 2: Mobility Allowance- €1,000 – €700 (family or not) per researcher month x country coefficient
Category 3: Contribution to Training & Research Costs- €1,800 per researcher month
Category 4: Management Activities- Maximum 10% of total EU contribution
Category 5: Overheads
- 10% of direct costs
Category 6: Small equipment - SMEs only: 10% of the contribution to that partner
IAPP financial regime
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IAPP Evaluation Criteria
Evaluation Criteria Score out of
Threshold
Weight Priority if ex-aequo
S&T Quality 5 3 25% 2Transfer of knowledge
5 3 30% 1
Implementation 5 3 20% 4Impact 5 3 25% 3
Total score expressed out of 100 (threshold 70%)
Full description of criteria in Work Programme (p. 64)
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How to apply
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Call published on the Research Participant Portal
http://ec.europa.eu/research/participants/portal/
How to apply?
• Publication of FP7 calls officially switched from CORDIS to the Research Participant Portal.
• FP7 calls no longer published on CORDIS. CORDIS users redirected to the relevant Participant Portal pages.
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Essential reading• PEOPLE Work Programme 2012• Guide for applicants
– Common part– Ethics part– Specific part
EPSS (Electronic Proposal Submission Service)• Direct link from the Call Page • Part A Administrative forms• Part B Description of the action (submit as
PDF)
How to apply?
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Maximise your chances• Follow the guidance in the template• Clear and structured information
– less is sometime more• Capacity of the hosts to be carefully
demonstrated• Self-evaluation form available on the
call page (e.g. arrange a check by an experienced colleague)
Tips to applicants
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Tips against frequent mistakes• All sub-criteria to be considered• Ensure consistency between Parts A and B
• N° and status of partners• N° recruitments and researcher
months• Check compliance with the rules
• multi-ITN: ESR ≥ 80% total person.months
• IAPP: secondments ≥ recruitments• Start writing the proposal & edit forms asap
• Avoid last minute submission
Tips to applicants
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FP7 Enquiry Service http://ec.europa.eu/research/enquiries National Contact Pointshttp://cordis.europa.eu/fp7/ncp_en.htmlPartner Searchhttp://cordis.europa.eu/partners/web/guest/home IPR Help Deskhttp://www.ipr-helpdesk.org eFP7 Help [email protected] EPSS Help [email protected] Additional Documents and Guidancehttp://cordis.europa.eu/fp7/find-doc_en.html
Sources of support
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Thank you for your attention
http://ec.europa.eu/mariecurieactions