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© 2014 Luxinnovation Marie Skłodowska-Curie calls 2015 University of Luxembourg, 17 November 2014 Katharina Horst & Morgane Griveaud 1

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Page 1: Marie Sklodowska-Curie Actions

© 2014 Luxinnovation

Marie Skłodowska-Curie calls 2015

University of Luxembourg, 17 November 2014

Katharina Horst & Morgane Griveaud

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© 2014 Luxinnovation

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MARIE CURIE 2015 CALLS &

2014 EVALUATION RESULTS

PART I

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Key features

Mobility programme

Any career stage (junior & senior)

Any field & subject (bottom-up)

Simple 100% flat-rate financing (researcher-months)

Budget 2015: € 758 m

Competitive programme, independent evaluation

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Beneficiary vs Partner Organisation

Beneficiaries sign the grant agreement

Partner Organisations do not sign the grant agreement, but commit to

beneficiaries

• For secondments

• For Individual Fellowships outside Europe

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SOME BASIC CONCEPTS

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Early-Stage Researcher and Experienced Researcher

Early Stage Researcher: is the first 4 years (full-time equivalent) of his career

and does not have a PhD at time of recruitment

Experienced Researcher: At call deadline, is in possession of a doctoral degree

or has at least four years of full-time equivalent research experience

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SOME BASIC CONCEPTS

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Mobility as sine qua non requirement

Researcher must not have lived, worked or studied in the country of their host

organisation for more than 12 months in the 3 years before recruitment

That’s it. No other restrictions (nationality, etc)

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SOME BASIC CONCEPTS

Recruitment in Rome

Year 1 Year 2 Year 3

RomeLuxembourg Luxembourg

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Associated Countries (AC)

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SOME BASIC CONCEPTS

Albania

Bosnia & Herzegovina

Faroe Islands (ongoing)

Former Yugoslav Republic of Macedonia

Iceland

Israel

Montenegro

Norway

Serbia

Switzerland (partial Association)

Turkey

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FOUR MAJOR INSTRUMENTS

ITN

IF

RISE

COFUND

Individual fellowship for experienced researchers

International and inter-sector cooperation through research

and innovation staff exchange

Innovative networks for early-stage researchers’ training

(Including Industrial doctorates & Joint doctorates)

Co-funding of regional, national and international

programmes funding for doctoral and postdoctoral

researchers

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INNOVATIVE TRAINING NETWORKS

(ITN)

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Innovative Training Networks

International Network of academic and non-academic partners

Host ESRs for joint research training or PhD

Individual research projects and training

Secondments to non-academia encouraged

Project: 48 months. Recruitment: 3-36 months

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ETN | European Training Network

General training programme (no PhD)

At least 3 beneficiaries from at least 3 MS/AC

Each recruits at least 1 ESR

Partner organisations (non-academia) welcome (not part of consortium)

Maximum 540 researcher-months per network

Budget: € 317 m

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Part of Innovative Training Networks

ITN

ETN EID EJD

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EID | European Industrial Doctorate

Doctoral degree with non-academic sector

2+ beneficiaries (partners) from 2+ MS/AC: at least 1 can award PhD

50%+ of time spent in non-academic sector

Joint selection, training, supervision

Maximum 540 researcher-months (if 2 partners: 180)

Separate panel: € 25 million (2015)

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Part of Innovative Training Networks

ITN

ETN EID EJD

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EJD | European Joint Doctorates

Cooperation between universities

At least three beneficiaries, all can deliver PhDs (single or double degree)

Joint governance and supervision

Maximum 540 researcher-months

Budget: € 28 million

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Part of Innovative Training Networks

ITN

ETN EID EJD

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ITN | Funding

EU contribution based on unit costs expressed in person-months, paid by host institution

(Calculated automatically)

Family allowance: determined at beginning and not changed during project

*Country Correction Coefficient (for living allowance only!)

Top-up possible. Under-payment strictly forbidden

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Researcher Unit Cost Person/Month Institutional Unit Cost

Person/Month

Living

allowance

Mobility

allowance

Familiy

allowance

Research,

training and

networking

costs

Management

and indirect

costs

3 110 600 500 1 800 1 200

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ITN: 2014 CALL RESULTS

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ITN 2014: Submitted & A-list proposals

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Source: Research Executive Agency, Nov 2014

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ITN 2014: Applicants in Europe

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Source: Research Executive Agency, Nov 2014

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ITN 2014: Eligible A-list proposals by panel

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Source: Research Executive Agency, Nov 2014

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ITN 2014: Number of beneficiaries in A-list & Role

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Source: Research Executive Agency, Nov 2014

LuxembourgOne retained: University of Luxembourg, MEL-PLEX

(Exploiting MELanoma disease comPLEXity to

address European research training needs in

translational cancer systems biology and cancer

systems medicine)

Below Threshold 3

Outside available budget 10

Reserve 4

Retained 1

Grand Total 18

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ITN 2014:ITN 2014: Number of beneficiaries in A-list & Mode

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Source: Research Executive Agency, Nov 2014

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ITN 2014: Number of beneficiaries in A-list & Mode

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Source: Research Executive Agency, Nov 2014

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ITN 2014: Consortium size, ETN

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Source: Evaluation report, own calculation

01 1

45

17

21

30

8

4

21

0

5

10

15

20

25

30

35

3 4 5 6 7 8 9 10 11 12 13 14

ETN 2014: Number of partners in consortium (retained proposals)

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Euraxess

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ec.europa.eu/euraxess/

150 000 job advertisements published

in 4 years

MSCA opportunites “systematically”

published on Euraxess

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RESEARCH AND INNOVATION

STAFF EXCHANGE (RISE)

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R&I Staff Exchange

Exchange of staff in international and inter-sectoral projects

To promote a shared culture

Secondments of 1 to 12 months

Consortia of min three countries (at least two MS/AC)

(If all participants are from the same sector (e.g. academic) at least one must be from a

Third Country)

Staff member has worked min 6 months at sending institution before secondment

Mobility rule: does not apply

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Key features

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RISE | Funding

Top-up allowance to support travel, accomodation, subsistence costs during secondment

Beneficiaries and partner organisations continue to pay salary during stay abroad

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Staff Member Unit Cost Person/Month Institutional Unit Cost

Person/Month

2 000

Research,

training and

networking

costs

Management

and indirect

costs

1 800 700

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RISE: 2014 CALL RESULTS

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RISE 2014: Submissions and A-list selected proposals

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High success rate; same rate for academic and non-academic sectors

Academic sector1026 submissions438 A-list

Acad Non-Acad

1463 submissions

Non-academic sector

437 submissions

187 A-list

3 LU participations

1 LU funded (non-academic)

Success rate: 43 %

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INDIVIDUAL FELLOWSHIPS (IF)

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Individual Fellowships

“Experienced Researcher” (ER) at deadline: PhD or min 4 years research

experience

Any nationality

Uses grant for an independent project to move forward (or resume) career

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THE RESEARCHER

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Individual Fellowships

Academic, non-academic, or “International European Interest Organisation (e.g.

CERN) can host an IF fellow

Supervisor & candidate prepare project (and proposal) together

Beneficiary signs the grant agreement & an employment contract with the

researcher

Secondments encouraged (must be described in proposal already)

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THE HOST INSTITUTION

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EUROPEAN Fellowships (EF)

Coming from anywhere (MS, AC, TC) to a host organisation in Europe (MS/AC)

Duration: 12-24 months

Standard case (€ 188 m budget)

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“COMING FROM OR MOVING WITHIN EUROPE.”

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GLOBAL Fellowships (GF)

Outgoing phase: secondment to Partner Organisation in Third Country (TC)

Return phase: to host organisation (beneficiary) in Member State (MS) or

Associated Country (AC)

Duration: 12-24 months outgoing + 12 months return phase

Budget: € 27 m (2015)

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“FIRST GO ANYWHERE IN THE WORLD, THEN COME BACK TO EUROPE.”

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Individual Fellowships | Funding

EU contribution based on unit costs expressed in person-months, paid by host institution

(Calculated automatically)

Family allowance: determined at beginning and not changed during project

*Country Correction Coefficient (for living allowance only!)

Top-up possible. Under-payment strictly forbidden!

Budget 2015: € 217 million

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Researcher Unit Cost Person/Month Institutional Unit Cost

Person/Month

Living

allowance

Mobility

allowance

Familiy

allowance

Research,

training and

networking

costs

Management

and indirect

costs

4 650 600 500 800 650

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IF: 2014 CALL RESULTS

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IF 2014: Proposal submissions per panel and mode

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Source: Research Executive Agency, Nov 2014

ST = standard

CAR = Career restart panel

RI = Reintegration panel

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IF 2014: Proposal submissions per country (standard)

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Source: Research Executive Agency, Nov 2014

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IF 2014: Country choice of outgoing phase in GF

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Source: Research Executive Agency, Nov 2014

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SCORING AND CALENDAR

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Scores and weighting (example)

Criterion Score Weight Weighted Score

Excellence 4,5 50% 2,25

Impact 4 30% 1,2

Implementation 3,5 20% 0,7

Total score out of 5 (min 3,5) 4,15

Total score out of 100% (min 70%) 83

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Weighting varies and an overall threshold applies

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Call schedules and funding envelopes

Programme Opens Closes Envelope

ITN 02/09/2014 13/01/2015 € 370m

IF 12/03/2015 10/09/2015 € 213m

RISE 06/01/2015 28/04/2015 € 80 m

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One call for each scheme in 2015

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HOW TO WRITE WINNING PROPOSALS

– EVIDENCE FROM ESR

PART II

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General lessons…

It is vital to elaborate on each and every point of the evaluation criteria

Strengths may not outweigh weaknesses

Perfection is possible

Overarching themes found in all evaluation reports

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EXCELLENCE

Quality, innovation and credibility of the research programme

Quality of supervision, hosting, and cooperation

Transfer of knowledge, capacity to mature professionally

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Evaluation criterion as described in Work Programme

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EXCELLENCE

The bedrock of the excellence criterion is the research quality

• Experience and skills are essential

• Don’t be modest with what you’ve achieved

Be prepared to expand your academic horizon

• Multi- and inter- disciplinarity

• Your potential to learn and advance

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Evidence from 2013 Evaluation Summary Reports

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IMPACT

Individuals can reach their potential, develop skills, and enhance career

perspectives

Good communication and dissemination

Contribute to research training in Europe, make Europe innovative

Non-academic sector is involved

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Evaluation criterion as described in Work Programme

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IMPACT

Do not shy away from industry

Contribute to European excellence and competiveness

Contribute to the European Research Area (ERA)

• Take your knowledge back with you

• Work together across borders – during, and after, the project

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Evidence from 2013 Evaluation Summary Reports

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IMPLEMENTATION

Coherent and effective work plan

Good management and clear procedures, quality management, risk

management

Good institutional environment (infrastructure)

Complementing partners, institutional commitment

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Evaluation criterion as described in Work Programme

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IMPLEMENTATION

Credibility and feasibility are key

Ambition is good, but don’t be too bold

• Organise your project in a structured, reasonable and practical manner

• Foresee milestones and deliverables

Rally good internal support for implementation

Infrastructure: Prove you chose the best of all environments

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Evidence from 2013 Evaluation Summary Reports

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Further Reference

Horizon 2020 Participant Portal – for all information, updates, submission, URL

Marie Sklodowska Curie Actions Work Programme 2014-2015, URL

Horizon 2020 Rules for Participation, Regulation (EU) 1290/2013, URL

Marie Curie Model Grant Agreements, URL

Proposal templates: ITN , RISE and IF

From Face to Face, Portraits of Marie Curie Fellows, European Commission, 2012, URL

Fact Sheet IP management in Marie Curie Actions, IPR Helpdes, August 2012, URL

Horizon 2020 Helpdesk (Research Enquiry Service), URL (or contact NCP)

Register as an Horizon 2020 evaluator, URL

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© 2014 Luxinnovation

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Luxinnovation

Katharina HORST

Horizon 2020 National Contact Point

LUXINNOVATION GIE

7, rue Alcide de Gasperi

L-1615 Luxembourg

T (+352) 43 62 63 – 1 [ext: 663]

[email protected]

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