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Jesús Rojo González NCP Marie Sklodowska-Curie Actions - Spain Kuala Lumpur, 13th JUNE 2017 IF Individual Fellowships

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Presentación de PowerPointIF Individual Fellowships
Individual Fellowships 2017
• Mobility is a key requirement: triple “i” dimension
• Funding based on Unit Costs
• Acquisition of new and complementary skills
• Strong industry participation
• Emphasis on Communication and public engagement activities
• Bottom-up approach
4
Ensure the optimum development and dynamic use of Europe´s intellectual capital in order to generate new skills, knowledge
and information
CHE Chemistry
SOC Social
ENV Environmental and
• Enhance the creative and innovative potential of experienced
researchers by providing them with opportunities to acquire new knowledge, work on research projects in a European context or outside Europe
• Special eligibility conditions for those resuming a career,
returning to Europe and opportunities in non-academic sector
• A personal fellowship to support a period of mobility
• For Experienced Researchers
Post-PhD or equivalent
• Academic or non-academic host
For fellows coming to or moving within Europe
For fellows from Europe going to Third countries and returning
(1)
(2)
Full time equivalent research (FT): is measured from the date when a researcher obtained the degree which would formally entitle him / her to embark on a doctorate, etiher in the country in which the degree was obtained or in the country in which the reesarcher is recruited.
Individual Fellowships finances researchers that are in possession of a doctoral degree or have at least 4 years of full-time equivalent research experience.
To be fulfilled at the deadline for the submission of proposals: 14/09/2017
MSCA-IF-2017
7
• For researchers coming to or moving within Europe
• No more than 12 months in the 3 years before the call deadline in the country of the host organisation
Reintegration Panel (RI)
• For those who wish to (or recently have) relocated to Europe from outside
• Must be nationals or previous long-term residents (> 5 years) of a European country
• Relaxed Mobility Rule: no more than 3 years in the 5 years before the call deadline in the country of the host organization
MSCA-IF-2017 9
• For researchers coming to or moving within Europe
• For people who have taken a career break (any reason) for at least 12 months before call deadline
• Relaxed Mobility Rule: no more than 3 years in the 5 years before the call deadline in the country of the host organization
Society and Enterprise (SE)
• For researchers coming to or moving within Europe
• Relaxed Mobility Rule: no more than 3 years in the 5 years before the call deadline in the country of the host organization
MSCA-IF-2017 10
Mobility Rule II
Global Fellowship (GF)
• For researchers moving to a Third Country and compulsory return phase to Europe
• Must be nationals or previous long-term residents (> 5 years) of a European country
• No more than 12 months in the 3 years before the call deadline in the country of the host organisation (Outgoing Phase)
MSCA-IF-2017 11
• public or private High Education Institutions (HEI) awarding academic degrees
• public or private non-profit research organisations
• International European interest organisations(IEIOs) http://eiroforum.org/
NON –ACADEMIC SECTOR
• any other socio-economic actor not included in the academic sector definition (i.e: SMEs, enterprises, NGOs, hospitals, government bodies, museums, libraries,…)
MSCA-IF-2017 12
• Host institution: hosts, recruits, trains the ER, located in a Member State (MS) or Associated Country (AC)
• Receives funding from EC.
PARTNER ORGANISATION
• Does no recruit the ER (doesn´t sign the GA), offers additional training and hosts the researcher during his / her secondment.
• Partner Organisation:
• Secondments in European Fellowships
• Letter of Commitment (Global Fellowship only): indicating activities of the project, updated…
MSCA-IF-2017 13
Participating institutions
• Associated Countries (AC) to H2020 (Iceland, Norway, Albania, Bosnia and Herzegovina, Former Yugoslav Republic of Macedonia, Israel, Moldova, Montenegro, Serbia, Turkey, Switzerland)
• International Countries (IC): No MS, No AC
MSCA-IF-2017 14
Country Participation
Global Fellowships
MSCA-IF-2017 15
• Joint preparation: between the fellow (ER) and the Host Institution (supervisor: mentor the ER during his / her recruitment period – EC Contact Person)
• A researcher (ER) can only submit one proposal to one implementation mode.
INDIVIDUAL FELLOWSHIP
HOST INSTITUTION
STANDARD EUROPEAN FELLOWSHIP
• Experience Researcher of any nationality must move or have moved from any country to the MS or AC where the host institution is located
• Mobility rule: not have resided or carried out his / her main activitiy in the country of the host institution for more than 12 months / 3 years prior to the call deadline
• Duration of the project: 12 - 24 months (secondments included)
• 8 Scientific Panels
CAREER RESTART PANEL (CAR)
• Support to researchers who want to resume research in Europe after a break in research
• ER of any nationality who must move or have moved from any country to the MS / AC where the host institution is located
• Break in research: not active in research for at least 12 months prior to the deadline of submission (14/09/2016)
• Multidisciplinary Panel
MSCA-IF-2017
REINTEGRATION PANEL (RI)
• Support to researchers who want to return and reintegrate in a longer term research position in Europe
• Mobility from a Third Country to a MS / AC where the host institution is located
• ER eligible: nationals or long- term residents of a MS / AC (min. 5 consecutive years carrying out research in 1 or more MS / AC)
• Multidisciplinary Panel
MSCA-IF-2017
• Open to organisations from the non-academic sector: Industry (incl. SMEs), hospitals, charities, NGOs, government/public bodies, national archives, libraries, etc
• Research and innovation-related projects can be funded
• Relaxed mobility rule to apply (like in CAR and RI)
• ~ 50 fellowships available
• 12 – 24 months’ duration
20
• Duration: 12-24 months, outgoing phase in a IC + 12 months returning phase in Europe.
• ER elegible: nationals and long- term residents in MS / AC
• Mobility from any country to the IC of the outgoing phase
• Mobility rule to be fulfilled in the TC of the outoing phase
• Minimum participation: 1 beneficiary in MS / AC (host institution) + 1 Partner Organisation in IC
• Letter of Commitment from Partner Organisation in IC compulsory
MSCA-IF-2017
MSCA EF-SE - - 36,40
MSCA EF-SE - - 132 / 48
Proposals / Proposals Funded
Chemistry (CHE) 89,6
Physics (PHY) 90,4
Mathematics (MAT) 90,2
SSciences & Humanities (SOC) 92,8
CAR 87,2
RI 90,8
CHE 90,8
PHY 91,2
MAT 91
LIF 92,4
ECO 89,8
ENG 90,8
SOC 92,2
ENV 92,2
CAR 91,2
RI 92,2
CHE 91,8
PHY 91,2
MAT 91,6
LIF 92,2
ECO 90,6
ENG 91,8
SOC 92,8
ENV 92
CAR 90,8
RI 92,6
24
SSciences & Humanities (SOC) 92,8
CHE 94
PHY 93,4
MAT 91,6
LIF 93,8
ECO 94
ENG 93,8
SOC 93,6
ENV 93,6
IF-EF 2016: Funded proposals per action
MSCA-IF-2017
IF-GF 2016: Funded proposals pepr action
MSCA-IF-2017
Funded Proposals per country
Funded proposals per country (outgoing phase)
MSCA-IF-2017
Funded proposal per country (return phase)
MSCA-IF-2017
MSCA-IF-2017
MSCA-IF-2017
MSCA-IF-2017
RISE
ITN
H2020-MSCA-IF-2016 12-APRIL-2016 14-SEPTEMBER-2017 EF: 179.5 M€
SE: 10 M€ GF: 27 M€
Expected Schedule 2020-MSCA-IF-2016
• Results of the evaluation: February 2018
• Signing of the Grant Agreements: May 2018
MSCA-IF-2017
H2020-MSCA-IF-2017 11-APRIL-2017 14-SEPTEMBER-2017 EF: 205 M€ SE: 10 M€
GF: 33,7 M€
Researcher Unit Cost (person/month) Institutional Unit Cost (person/month)
Living Allowance *
Mobility Allowance
Family Allowanc
37
• Fellow’s Salary = Living Allowance + Mobility Allowance (+ Family Allowance)
• Rates in table are inclusive of employers’ costs (e.g. Cuota Patronal, Seguridad Social, IRPF, etc)
• A country coefficient applies to the Living Allowance (e.g. 97,6 for Spain, 120,3 for UK)
• Estimated Gross Salary (prior to employee’s tax, social security, etc) €55.000
Family Allowance: determined at the submission deadline
• Training through research (individual project)
• Additional scientific skills (new techniques, instruments etc.)
• Transferable skills (e.g. communication, IPR, entrepreneurship etc.)
• Interdisciplinary/inter-sectoral transfer of knowledge (secondments)
• Can spend up to 6 months (in total) working in another organisation (ideally in another sector) in Europe.
• Opportunity to link with industry, NGO, public sector, national archive etc.
• Research and financial management of the fellowship
• Organizing and taking part in events (including public engagement)
• Training in gender and ethics issues
• Must be managed by a Career Development Plan MSCA-IF-2017 38
More than just a research project; a career development fellowship
Evaluation Criteria
Threshold: 70%
Criteria Weight Priority
39
6. Ethical aspects
PART B
DOCUMENT 2
DOCUMENT 1
1.1. Quality and credibility of the research/innovation project; level of novelty, appropriate consideration of inter/multidisciplinary and gender aspects
1.2. Quality and appropriateness of the training and of the two way transfer of knowledge between the researcher and the host
1.3 Quality of the supervision and of the integration in the team/institution.
1.4 Capacity of the researcher to reach or re- enforce a position of professional maturity/independence
Excellence
MSCA-IF-2017
Impact
2.1 Enhancing the potential and future career prospects of the researcher
2.2 Quality of the proposed measures to exploit and disseminate the action results
2.3. Quality of the proposed measures to communicate the action activities to different target audiences
MSCA-IF-2017 47
About the project and results About results only
Multiple audiences Beyond the project's own community (include the media and the public)
Audiences that may use the results in their own work e.g. peers (scientific or the project's own community), industry and other commercial actors, professional organisations, policymakers
Inform and reach out to society, show the benefits of research
Enable use and uptake of results
Grant Agreement art. 38.1 Grant Agreement art. 29
Starts at the outset of the project When results are available
Communication ≠ Dissemination
50
3.2 Appropriateness of the allocation of tasks and resources
3.3 Appropriateness of the management structure and procedures, including risk management
3.4. Appropriateness of the institutional environment (infrastructure)
MSCA-IF-2017 53
MSCA-IF-2017 54
Your institution services here is crucial. Work together with your colleagues from Project Office or Tech Transfer Office.
MSCA-IF-2017 55
Your institution services here is crucial. Work together with your colleagues from Project Office or Tech Transfer Office.
MSCA-IF-2017 56
Nº CONSULTAS 2,831 3,495 3,187
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
2014
2015
2016
Pre-Screening IF 2017: Deadline: July, 15th 2017 Completed proposals Country Destination: Spain
MSCA-IF-2017
MSCA RISE
Staff Exchange
• Objective of reinforcing cross-border, international and inter-sectorial in R&D&I through the exchange of research and innovation personnel between public and private entities.
• The aim is to confront global challenges through the exchange of knowledge and ideas that bring basic research to market
59
Research and Innovation Staff Exchange (RISE)
• The RISE Project should be based on clear objectives in Research and Innovation, as well as tangible results.
• Maximize the IMPACT of the project in the exchange of knowledge and long- term collaboration.
MSCA RISE
• All are eligible to participate and receive funds
• 15 Associated Countries to H2020 (AC)
• Iceland, Norway, Albania, Bosnia and Herzegovina, Former Yugoslav Republic of Macedonia, Israel, Moldova, Montenegro, Serbia, Switzerland, Turkey, Faroe Islands, Ukraine, Tunisia, Georgia (as of April 2016)
• All are eligible to participate and receive funds
• International Countries (IC): Not MS / Not AC
• Eligible to receive funding: the ones established in Annex A WP2016/2017.
• Countries not eligible for EU funding
60
Entities established in International Countries (TC) will always be considered PARTNER ORGANISATIONS
MSCA RISE
• Consortium of organisations from different countries and sectors (can include countries from outside Europe)
• Propose a joint research, training and innovation programme
• Implemented by secondment of “staff” around the consortium (1 to 12 month duration)
• Secondments complemented by networking / training events
• Duration of the project: 48 months.
• Max: 540 secondments
61
MSCA RISE
• Must be active at their host in research and innovation activities for 6 months before secondment:
• ER (Phd or > 4 years of research experience)
• ESR (no PhD and < 4 years of research experience)
• ADM, MAN, TECH supporting the research and innovation activities of the project.
• Must be reintegrated after secondments (no duration or mechanism specified)
• During the Secondment period, STAFF must be devoted 100% to RISE
MSCA Mobility rule does not apply
SECONDMENTS:
• Min: 1 month – max: 12 months
• Split-stays possible: i.e. an ESR travels for 2 weeks in M6 and 2 weeks in M16 to the same organisation = 1 month during the project
• No conditions on the balance of secondments
62
• Minimum 3 Beneficiaries
• At least 2 participants from 2 different Member States or Associated Countries
• 2 modalities of Minimum Consortium :
63MSCA RISE
RISE 2.000 1.800 700
• All values are PER Researcher PER month • Top-up allowance (2.000€ / PM): no country correction factor applies; to be
used for travel / accommodation/subsistence
A Beneficiary in MS/AC participant will receive:
• Staff sent (to MS/AC and or TC): 2.000€ + 2.500€ • Staff from TC (eligible for funding) coming to MS/AC: 2.000€ + 2.500€
66
Some Data: nº of proposals submitted RISE
Average EU contrib. Average N° (part. organ.)
RISE-2014 775.000 € 7,6
RISE-2015 850.000 € 9,4
RISE-2016 887.000 € 10
A-list
Others
26%
22%
25%
22,9% A list
RISE 2016 – Success rates
5 3 1 2 1 1 2 2 1 1
71
60
59
54
38
16 15 11 12
12 10 10 9 9 7 7 7 4 4 5 3 2 1
12 10 8 7 5 4 3 4 2 2 1 10
10
20
30
40
50
60
70
80
90
100
UK IT ES DE FR EL PT NL SE IE PL SK AT DK SI BE CZ RO FI BG EE HU CY LU HR TR NO UA CH TN IS RS MD GE BA IL MK
Member states, Associated Countries
MSCA RISE
71
• Threshold: 70%, no individual thresholds • 3 experts by Panel • More info in GfA MSCA Calls
Timetable for the H2020-MSCA-RISE-2017 Call (8 months TTG)
Publication 01/12/16
Closing 05/04/17
Proposals evaluation
Use the official template: include the information where requested, evaluators will look at all headings and sub-headings
MSCA RISE
appropriate consideration of
Enhancing the potential and future career perspectives of the staff
members
plan, including appropriateness of the allocation of tasks and
resources
in light of the research and innovation objectives
Developing new and lasting research collaborations, achieving transfer of
knowledge between participating organisations and contribution to improving
research and innovation potential at the European and global levels
Appropriateness of the management structures and procedures, including
quality management and risk management
Quality of the proposed interaction
between the participating organisations
Quality of the proposed measures to exploit and disseminate the project
results
(hosting arrangements, infrastructure)
Quality of the proposed measures to communicate the project activities to
different target audiences
participating organisations and their commitment to the
project
73
• Weighs 50%
• Always keep the general RISE objectives
Remember: Transfer of knowledge and joint research and innovation with a sustainable impact – it is not only a research project!
MSCA RISE
• What are your research and innovation goals?
• Describe briefly the State of the Art and how you will go beyond
• Give details for the methodologies you use
• Inter/multidisciplinarity is an add-value (underline where applicable)
• Gender Aspects: How your outcome affect women and men differently?
MSCA RISE
• What are your transfer of knowledge goals? What kind of knowledge do you want to transfer, and how will you do so?
• How will the secondments contribute to the knowledge transfer?
• What kind of events do you plan, when do you plan them? Think both ways – during the secondments and during the return phases.
• Target for those trainings / events
MSCA RISE
• Highlight what each partner will contribute (for research, innovation and for knowledge transfer)
• Give details on the partners’ expertise
• Give details on their role in the ToK measures. Justify the ToK measures: how will they contribute to the knowledge-sharing objectives?
• Explain why it’s of benefit to the institutions to take part in the ToK measures
MSCA RISE
• Weighs 30%
• Address all subcriteria
• Point out the expected Impact on different levels: staff members, institutions, European society,…
• Develop a vision of your future collaboration on different levels: personal and institutional
• Describe detailed plans for Dissemination and Communication/Outreach, Exploitation
These measures should included be throughout the duration of the project, not only towards the end.
MSCA RISE
• Point out the benefits: Mutual understanding of working environment in academia/non-academia; working outside Europe/in a different research environment
• Researchers benefit of being exposed to other environments
• They can enlargen their networks, publish in high- impact journals, bring the outcome to the market etc. etc.
• Link to EU policies about research careers and employability, e.g. Agenda on new skills and jobs: http://ec.europa.eu/social/main.jsp?catId=738&lan gId=en&pubId=626&type=2&furtherPubs=yes
MSCA RISE
• Point out plans for collaboration after the end of the project
• Sustainability of the action is crucial
• EU policies to international and inter-sectoral collaboration, e.g. the Key Initiatives of the Innovation Union http://ec.europa.eu/research/innovationunion/i ndex_en.cfm?pg=key
• Be specific and give details. Create a plan: What are your key target groups, how, when and via which channel will you reach them? Diseminate RESULTS!
• Who will eventually benefit from your results?
• Develop a PEDR – https://www.iprhelpdesk.eu/Fact-Sheet-
• IP rights: Check these with your institution and take into
account the rights of the non-academic partners
• Exploitation could be an add-value against other competitors
MSCA RISE
• Communicate activities and results during the duration of the project
• How are the research results and project activities eventually of interest and of impact towards society at large (in Europe and overseas)?
• Who will eventually benefit? How do you reach these people?
MSCA RISE
• Weighs 20%
when with which resources?
• Management structure: Appropriate but not over complicated
• Explain why the participating institutions are the best ones for their tasks
• Explain why the consortium as a whole is more than the sum of the beneficiaries
MSCA RISE
• Do not forget Gender Balance
• Don’t define too many Deliverables and have less Milestones than Deliverables
• Table B2 needs to be filled in with details
• Rule of thumb: • 3 to 4 scientific WPs;
• 1 for Mgt/
MSCA RISE
• Which management structure do you have? Which sub-boards (if any; e.g for secondments or communication) do you have, who reports to whom; and how are decisions taken?
• Committees/boards should be gender balanced
• Outline the role of the coordinator
• Which kind of support will you have (e.g. for administrative tasks)
• Fill the risk table in diligently and prepare it together with your consortium. It is crucial!
MSCA RISE
• This part is not the duplication of the Table in Part 5
• Describe how the participants have the right set of skills, expertise (‘human’ infrastructure) and the right technical infrastructure
• Do not forget infrastructure and support services in terms of administration, human resources, communication etc. etc.
• Include mentioning Quality Labels such as Charter&Code/ HRS4R
MSCA RISE
• Describe why your consortium partners are the only and best to carry out all of the project’s tasks
• Describe complementarities and synergies
• Describe the previous experiences of the partners and why these enable them to carry out their tasks
• Show their committment (do not duplicate the letters of Committment from the 3rd country partners, but refer to them)
MSCA RISE
Increased set of skills (scientific and transferable), leading to improved employability and career prospects in/outside academia

Enhanced cooperation and transfer of knowledge between sectors and disciplines
Strengthening of international and intersectoral collaborative networks

Increase in international, interdisciplinary and intersectoral mobility of researchers´ in Europe

MSCA RISE
Knowledge and Innovation in, to and from Emerging Markets
• KITFEM research project aims to study the management of knowledge and innovation in, to and from emerging markets, with special emphasis on its impacts on the EU. With the proposed secondments among fifteen partners in nine countries around the world in four continents, between partners from academic sector and non-academic sector, KITFEM combines research on the issue of knowledge and innovation between emerging markets and European enterprises, and knowledge sharing and dissemination around the world to enhance the impact of European innovation.
• www.cunef.edu/web/kitfem
89
KITFEM
MARIE SKLODOWSKA-CURIE ACTIONS