FP6 Marie Curie Information Day Monday 15 September

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FP6 Marie Curie Information DayMonday 15
September

• Estelle Kane
• UK Research Office
• Theodore Papazoglou
• European Commission

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What is UKRO?
Biotechnology and Biological Sciences Research
Council (BBSRC)
Economic and Social Research Council (ESRC)
Engineering and Physical Sciences Research
Council (EPSRC)
Medical Research Council (MRC)
Natural Environment Research Council (NERC)
Particle Physics and Astronomy Research Council
(PPARC)
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UKROs mission
To promote effective UK participation in EU
funded research, higher education training
related activities by alerting subscribers to
the opportunities available providing updates on
developments exchanging information between UK
EU
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UKRO services

• Web http//www.ukro.ac.uk
• Advice to ELOs researchers
• UK Mobility National Contact Point
• UK Briefing visits
• Brussels Meeting room

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(No Transcript)
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Marie Curie Actions
New FP6 Features

• Marie Curie label generalised
• Opening of Actions to 3rd country nationals
• No age limit, but experience criterion
• Reintegration and return measures
• Excellence promotion measures
• Life-long learning concept
• Personal/family situation of researchers

New
New
New
New
New
New
New
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Commission proposal for FP6
8
Budget (million euros)
Framework Programme 2002-2006

• EC 16 270
• INTEGRATING EUROPEAN RESEARCH 13 345
• STRUCTURING THE ERA 2 605
• Research and innovation 290
• Human resources and mobility (Marie Curie
  Actions) 1 580
• Research infrastructures 655
• Science and society 80
• STRENGTHENING THE FOUNDATIONS OF ERA
  320
• EURATOM 1 230
• TOTAL 17 500

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Marie Curie Actions
Continuity from FP5

• Bottom-up approach, including inter/multi-discipli
  narity
• International mobility of participating
  researchers
• Promotion of female participation

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Marie Curie Actions

• Individual Driven Actions
• Researcher applies jointly with host
• Fellows stay depending on Action
• Fellows withdrawing cannot be replaced

• Host Driven Actions
• Host institutions/network applies for a number of
  fellows/researchers
• Hosts proposal is evaluated
• Selected host/network advertises fellowship
  position and selects fellows/researchers
• Contract duration with host, usually 4 years
• Fellows stay depending on Action (up to 3 years)

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Human Resources and Mobility (Marie Curie Actions)

Transfer of Knowledge

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Marie Curie Actions
Eligible Researchers
Level of Experience

• Early-stage Researchers
• at the beginning of their career
• lt 4 years of active research experience (e.g.
  researchers undertaking a doctoral degree)
• Experienced Researchers
• at least 4 years of active research experience
• or
• have obtained a doctoral degree. (For some
  Actions, researchers with more than 10 years of
  experience will not be eligible)

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Marie Curie Actions
Mobility Nationality Requirements

• not a national of the State in which they plan
  to be appointed and carry out their research
• Exceptions
• European researchers working outside the EU for 4
  years in the last 5 years.
• Return and Reintegration Mechanisms.
• Multiple nationalities (if not resided in the
  last 5 years)
• International Organisations
• has not been resident or worked/studied in that
  country for more than 12 months out of the 3
  years immediately prior to either the time of
  application (individual Actions), or the start of
  their work (host Actions).

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Marie Curie Actions
Member States and
Third Countries
Opportunities for Individual Researchers
Associated Countries
Experienced

Level of Experience
Experienced
Researcher
Researcher
Early-Stage
Early-Stage
Researcher
Researcher
Type of Marie Curie Action
?10
?10
Years
Years
gt10
Years
gt10
Years
Research Training Networks
u
u
u
u
Host Fellowships for Early Stage Research Training
u
u
Host
Host Fellowships for Transfer of Knowledge
u
u
u
u
Conferences and Training Courses
u
u
u
u
Intra-European Fellowships
u
u
Incoming International Fellowships
Individual
u
u
Outgoing International Fellowships
u
u
Grants for Excellent Teams
u
u
u
u
u
u
Chairs
Excellence
u
u
u
u
Excellence Awards
u
u
u
u
u
u
European Reintegration Grants
u
u
u
International Reintegration Grants
u
u
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Human Resources and Mobility (Marie Curie Actions)

Transfer of Knowledge

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Marie Curie Actions
Initial Training

• Host Fellowships for Early Stage Research
  Training
• Marie Curie Research Training Networks
• Marie Curie Conferences and Training Courses

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Marie Curie Actions
Host Fellowships for Early Stage Research Training

• To develop the offer of structured research
  training
• To stimulate the training and mobility of early
  stage researchers
• Application by host (Higher education, research
  centres, enterprises), who selects fellows
• Early stages of their career (lt4 years
  experience)
• Structured training in research (incl.
  complementary skills)
• Single or Multi-partner Group (min 3 groups in 3
  countries)
• Hosts select fellows stays 3 months to 3 years

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Marie Curie Actions
Marie Curie Conferences and Training Courses

• To stimulate early stage researchers through
  participation of conferences and courses
• Encourage junior researchers to benefit from the
  experience of leading researchers
• Variety of Actions (including virtual ones)
• series of conferences, summer schools, lab
  courses etc. on a theme or linked themes
• support for junior researchers in larger
  conferences selected for their training interest
• Duration from several days to 4 weeks

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Marie Curie Actions
Marie Curie Research Training Networks

• To stimulate the training of early stage
  researchers within an international collaborative
  research project
• Well defined collaborative research projects of
  recognised international stature
• Minimum 3 partners in 3 countries
• Flexible framework for the training and
  development of researchers
• Transfer of knowledge by experienced researchers
  if required by the project
• Promotion of multidisciplinary research
• Networks select fellows for stays up to 3 years
  (incl. short stays)

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Human Resources and Mobility (Marie Curie Actions)

Transfer of Knowledge

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Marie Curie Actions
Marie Curie Transfer of Knowledge Actions

• Development Scheme
• Industry-academia Strategic Partnership Scheme

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Marie Curie Actions
Development Scheme

• To develop or reinforce research potential of
  institutes in need of new competencies
• Applications by institutions in need of
  developing new competencies
• All countries, with priority to Community
  LFRs/Associate Candidate Countries
• Host selects and recruits experienced researchers
  (2-24 months)
• Possibility to send own staff (2-12 months) to
  pre-determined institutions return

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Marie Curie Actions

• Marie Curie ToK, Development Scheme
• recruiting of experienced researchers
• recruiting of very senior researchers
• research
• lecturing of students
• training of local staff members through short
  courses, etc.

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Marie Curie Actions

• Marie Curie ToK, Development Scheme
• Example
• A ToK- Development organisation in Warsaw,
  Poland is recruiting 2 Spanish experienced
  researchers for 24 months each, 1 Greek 1
  German professor for 6 months each and sends 4
  members of their staff in 2 French partner
  organisations for 12 months each.

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Marie Curie Actions
Industry-Academia Strategic Partnership Scheme

• To create or develop true strategic and durable
  partnerships
• Application by Industry and academia partners
  from at least 2 different countries
• Co-ordinating host from industry or academia,
  with one or more partners from the other sector
• Funding of exchange of experienced researchers
  amongst staff members, in both directions (2-24
  months)
• Includes SMEs, spin-offs, start-ups

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Marie Curie Actions

• Marie Curie TOK, Industry-Academia Strategic
  Partnership Scheme
• encouraging the cross-sectorial transfer of
  knowledge between an academic and an industrial
  institution with the possibility to have more
  than one partner in one sector
• strategic partnerships around a common
  project/collaboration.
• The staff exchange between the industrial and the
  academic (or public sector) participants is
  expected to be in both directions (i.e. one or
  more researchers seconded from the industrial to
  the academic participant and one or more academic
  researchers seconded to the industrial
  participant. However projects with secondments in
  only one direction are not excluded.

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Marie Curie Actions

• Marie Curie TOK, Industry-Academia Strategic
  Partnership Scheme
• EXAMPLE
• A university laboratory of optics in Lithuania
  runs a ToK, Industry Academia partnership with an
  SME in Germany. Within the framework of this
  partnership 4 members of the University staff
  visit the SME for 18 months each to transfer
  their knowledge and 6 SME staff members visit the
  Lithuanian laboratory for 6 months each in order
  to acquire knowledge and transfer it back to
  Germany.

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Marie Curie Actions

• Which research topics are supported?
• Proposals from all areas of scientific and
  technological research of interest to the
  European Community are welcome and there are no
  pre-defined priority areas.

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Marie Curie Actions

• How much funding can a ToK project receive?
• This overall budget of a ToK project depends
  mainly on the number of participants and the
  amount of recruitment or exchange that can be
  provided to the researchers. As an indication,
  the funding might be up to 1.000.000.

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Marie Curie Actions

• TOK-DEV
• Example
• A ToK- Development organisation in Warsaw,
  Poland is recruiting 2 Spanish experienced
  researchers (both single, lt10 years research
  experience) for 24 months each, 2 Greek
  professors (both single, gt10 years research
  experience) for 6 months each and sends 4 members
  of their staff (married, lt10 years research
  experience) in 2 French partner organisations for
  12 months each. The budget of such a project is
  in the order of 650 000 .

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Marie Curie Actions

• TOK-IAP
• Example
• A university laboratory of optics in Lithuania
  runs a ToK, Industry Academia partnership with
  an SME in Israel. Within the framework of this
  partnership 4 members of the University staff
  (single, lt10 years research experience) visit the
  SME for 18 months each to transfer their
  knowledge and 6 SME staff members (married, gt10
  years research experience) visit the Lithuanian
  laboratory for 6 months each in order to acquire
  knowledge and transfer it back. The budget of
  such a project is in the order of 640 000 .

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Marie Curie Actions

• How can the funding be used?
• The main part of the funding is for the benefit
  of the researchers that are recruited or seconded
  including their living allowances, travel costs
  etc. This is paid according to rates defined by
  the Commission. The remainder of the budget goes
  towards the research costs along with overhead
  and management related expenses.

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Marie Curie Actions

• ToK-DEV
• This action is addressed to experienced
  researchers. The relative proportion of
  researchers in either direction should be
  balanced with respect to the objective described
  in the proposal (typically no more than 50 of
  the person-months should be used for outgoing
  experienced staff members)
• ToK-IAP
• In the context of this action, to be eligible
  staff members must have been active in the same
  sector continuously for at least the last 3 years

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Marie Curie Actions

• Definition of Research Experience
• Example Five years after obtaining their
  undergraduate degree, a researcher obtained
  his/her Ph.D. in 1998. They took a career break
  of five-years for family reasons. He/she would
  like to continue their research career. He/she is
  eligible to take part in a TOK-DEV as an
  experienced researcher.
• Example Four years after obtaining their first
  degree in the UK, a researcher obtained their
  Ph.D. and subsequently worked in research for an
  additional 7 years under three different
  postdoctoral positions. They would still be
  eligible to be recruited in a TOK-DEV.
• Example A staff member of an industrial
  participant of a TOK-IAP has recently joined a
  research lab and is actively involved in an
  applied research project. He has no other
  research experience but his engineering
  competence is crucial to the research project.
  He/she can be seconded to a participating
  University in the TOK-IAP project.

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Marie Curie Actions

• Transnational Mobility
• Example A French researcher has moved to
  Germany for the first time and has been carrying
  out research there for last six months. He/she
  can be appointed within a ToK-DEV Host in
  Germany during the next six months
• Example A researcher holding both Spanish and
  British nationalities has just finished his/her
  Ph.D. studies in Spain. He/she often visits
  family in the UK for holidays but has never
  worked or studied there. He/she would therefore
  be eligible to be appointed to a ToK Host located
  in the UK. Example An Italian researcher is
  currently carrying out research as a post- doc in
  the USA having also completed their Ph.D. studies
  there (a total of five years outside the EU
  Member and Associated States). He/she would like
  to return to Europe and continued their research
  career. He/she could also be appointed to an
  Italian team participating in a ToK project.

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Marie Curie Actions

• Example A Japanese researcher currently working
  in Japan would like to be appointed to a ToK-DEV
  in Hungary. Assuming that the ToK project is
  within the 30 envelope of person-months as a
  whole then the researcher can be appointed under
  the scheme
• Example A researcher from South Africa has been
  carrying out in Europe for a total of seven years
  having spent 5 years in Germany undertaking their
  Ph.D. and subsequently two years in Italy. They
  would be eligible for appointment within an ToK
  but only at teams located outside Germany (their
  nationality) and Italy (due to the mobility
  requirement).
• Example A German researcher that has lived and
  studied in Germany is eligible to be appointed at
  the team of a ToK-IAP based at the European
  Molecular Biology Laboratory (EMBL) in
  Heidelberg, Germany

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Marie Curie Actions

• How large is a ToK?
• Marie Curie TOK-DEV
• One University/Research Centre or company from a
  Member, Candidate or Associated State. This
  single entity will sign a contract with the EC
  and will be the participant.
• Example
• A research department of a Polish University is
  an eligible host organisation.

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Marie Curie Actions

• How large is a ToK?
• Marie Curie ToK-IAP
• At least one University/Research Centre and one
  company from at least 2 different Member or
  Associated States. If the main contractor is an
  academic institution then all other participating
  organisations should come from the industrial
  world and vice versa. If there are two
  participants, at least one must be from a Member
  State or an Associated Candidate Country if
  there are three or more two must be from Member
  States or Associated Candidate Countries.
• Example
• A ToK-IAP may be composed of an SME from
  Associated Candidate Countries (e.g. Hungary,
  Poland, Slovakia and the Czech Republic) and a
  university from an Associated Non-Candidate
  Country (e.g. Norway).

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Marie Curie Actions

• How long does the project last?
• TOK-DEV
• A TOK-DEV could easily last 4 years if it
  involves the recruitment of more than 2-3
  experienced researchers for 24 months each. If
  the required expertise will be received through
  short visits of senior scientists the length of
  the project may be shorter (e.g. 2 years).
• TOK IAP
• It will be dependent on the number of staff
  members to be exchanged and the duration of the
  collaborative projects.

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Marie Curie Actions

• Proposal Preparation
• In the first instance, it is expected that one
  (TOK-DEV) or at least two (TOK-IAP) research
  groups jointly prepare a proposal describing a
  common project. One of the staff members from
  these team(s) will be the scientific co-ordinator
  for the proposed project (while the other teams
  will each nominate a scientist-in-charge). If
  selected for funding, the co-ordinator is
  expected to assume most of the responsibility for
  the overall running of the project. This proposal
  is then submitted to the Commission to be
  received by a certain deadline.
• Note that in the TOK-IAP scheme if the
  co-ordinator is from industry then there may be
  one or more participants from academia/public
  sector research institutions (but no other
  industrial partners). Similarly, if the academic
  participant is the co-ordinator then there may be
  one ore more participants from industry (but no
  other academic participants).

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Marie Curie Actions

• TOK-DEV
• B1 Scientific Quality of the Project (four A4
  pages)
• B1.1. Research topic (½ A4 page)
• B1.2. Project objectives (½ A4 page)
• B1.3. Impact to the Host Organisation (one A4
  page)
• B1.4. Research method and work plan (two A4
  pages, plus tables and charts)
• B2 Transfer of Knowledge Activities
• B2.1. Need for transfer of knowledge (one A4
  page)
• B2.2. Content of Transfer of Knowledge (one A4
  page)
• B2.3. Expected impact on training and transfer of
  knowledge (one A4 page)
• B2.4. Required recruitment of experienced
  researchers (one A4 page plus table)
• B3 Quality / Capacity of the Host Organisations
• B3.1. Profile of the participants (two A4 pages)
• B3.2. Quality of infrastructure of the host
  organisation (one A4 page)
• B4 Management and Feasibility
• B4.1. Proposed management and organisational
  structure (one A4 page)
• B4.2. Management know-how and experience of the
  main contractor (one A4 page)
• B5 Relevance to the objectives of the Action (two
  A4 page)
• B6 European Added Value to the Community (two A4
  page)

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Marie Curie Actions

• TOK-IAP
• B1 Scientific Quality of the Project
• B1.1. Research topic (½ A4 page)
• B1.2. Project objectives (½ A4 page)
• B1.3. Impact to the Host Organisations (one A4
  page)
• B1.4. Research method and work plan (two A4
  pages, plus tables and charts)
• B2 Transfer of Knowledge Activities
• B2.1. Need for training and transfer of knowledge
  (one A4 page)
• B2.2. Content of Transfer of Knowledge (one A4
  page)
• B2.3. Expected impact on training and transfer of
  knowledge (one A4 page)
• B2.4. Exchange of personnel (one A4 page plus
  table)
• B3 Quality / Capacity of the Host Organisations
• B3.1. Profile of the participants (two A4 pages)
• B3.2. Quality of infrastructure of the host
  organisation (one A4 page)
• B4 Management and Feasibility
• B4.1. Proposed management and organisational
  structure (one A4 page)
• B4.2. Management know-how and experience of the
  main contractor (one A4 page)
• B5 Relevance to the objectives of the Action (two
  A4 pages)
• B6 European Added Value to the Community (two A4
  pages)

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Marie Curie Actions

• Evaluation Criteria
• Scientific Quality of Project or Research
  Training Area (3/5, 15)
• Quality of the Training Activities (4/5, 15)
• Quality/Capacity of the Host or Partnership (-/5,
  15)
• Management and Feasibility (2/5, 15)
• Relevance to the objectives of the Scheme /
  Activity (-/5, 20)
• Added Value to the Community (-/5, 20)

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Marie Curie Actions

• When to apply?
• A call for proposals was launched on December
  17th 2002 and there are two deadlines by which
  proposals must arrive at the Commission offices
  before peer review is carried out. These
  deadlines are 22 May 2003, and 19 May 2004 (at
  17.00 hrs Brussels time). It is expected that an
  additional call will be published in 2005 and
  2006.

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Marie Curie Actions
FP6 Time Scales

• 17 December 2002 First calls published.
• From March 2003 First deadlines.
• First contracts 5-7 months after the deadlines

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Marie Curie Actions
For further information
On Marie Curie Actions http/ /europa.eu.int/mari
ecurie-Actions On calls for proposals
http//fp6.cordis.lu/fp6/calls HELPDESK mariecuri
e-actions_at_cec.eu.int
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Marie Curie Actions

• Negotiation
• Once the proposal has been retained following
  the outcome of the evaluation, the negotiation
  process is started. The purpose of this process
  is to prepare the technical annex of the contract
  (defining the research/transfer of knowledge
  project and associated deliverables) and to
  finalise the EC contribution. Any comments from
  the experts that arose during the evaluation
  process may be taken into account

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Marie Curie Actions

• Preparation
• Assuming a successful outcome to the
  negotiations, the contract will be prepared by
  the Commission and sent to the participants. A
  consortium agreement may optionally be drawn-up
  at this stage (if necessary and for the case of
  ToK-IAP). Once all parties have signed the
  contract, the Commission makes an advance payment
  to the co-ordinating organisation. This payment
  will subsequently be distributed to the other
  teams

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Marie Curie Actions

• Start of Work and Research/Transfer of Knowledge
  Programme
• Now the project can start. Normally it begins
  with the recruitment of the experienced
  researchers that will take part in the
  transfer-of-knowledge programme of the project.
  The research programme would also begin according
  to the technical annex of the contract. During
  the course of the project, the Commission will
  monitor it via annual reports. Additional
  payments are made according to the progress
  achieved with respect to the project deliverables
  and indicators set out in the contract. The final
  payment is released upon acceptance of the final
  report by the host.

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Marie Curie Actions

• Key aspects of the host-researcher agreement
• Maternity/parental leave
• Split Stays
• Part-time work

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Marie Curie Actions

• How is the ToK project financed?
• The expenses of a ToK to be charged to the
  contract
• they are actual, economic and necessary for the
  implementation of the project
• and they are determined in accordance with the
  usual accounting principles of each participant
• and they are incurred within the duration of the
  project, except when otherwise provided for in
  the contract
• and they are recorded in the accounts of the
  participant or, when provided for in the contract
  in the case of resources made available by third
  parties on the basis of a prior agreement, in the
  corresponding accounts of those third parties
• and they exclude any indirect taxes, duties,
  interest, costs incurred in respect of another
  Community project, and do not give rise to
  profit.

52
Marie Curie Actions

• Expenses related to Experienced Researchers
• Marie Curie TOK, Development Scheme
• Monthly living allowance
• Travel Mobility Allowances
• Career exploratory allowance (only for incoming
  experienced researchers and for stays of at least
  12 months)
• Marie Curie TOK, Industry-Academia Strategic
  Partnership Scheme
• Monthly living allowance
• Travel and Mobility Allowances

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Marie Curie Actions

• Expenses for the Benefit of the Host
  Organisations
• Marie Curie ToK, Development Scheme
• Contribution to the research training/transfer of
  knowledge programme expenses for the partner
  organisation where the outgoing researcher is
  sent
• Contribution to the research/transfer of
  knowledge programme expenses
• Management activities, including audit
  certification
• Contribution to overheads
• Marie Curie TOK, Industry-Academia Strategic
  Partnership Scheme
• Contribution to the research/transfer of
  knowledge programme expenses
• Management activities, including audit
  certification
• Contribution to overheads

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FP6 Marie Curie Actions in brief

• Estelle Kane
• UK Research Office

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Participation in the Framework Programme

• EU Member States Austria, Belgium, Denmark,
  Finland, France, Germany, Greece, Ireland, Italy,
  Luxembourg, Netherlands, Portugal, Spain, Sweden,
  UK
• EEA CountriesIceland, Liechtenstein, Norway
• Association Agreement Countries Israel,
  Switzerland
• Candidate Countries Bulgaria, Cyprus, Czech
  Republic, Estonia, Latvia, Lithuania, Hungary,
  Malta, Poland, Romania, Slovakia, Slovenia,
  Turkey
• Third Countries INCO (Developing, Mediterranean,
  Russia and NIS, Western Balkans), all other
  countries

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What are Marie Curie Actions?

• Human Resources and Mobility Programme
• 1580M
• A series of fellowships to support the
• training and mobility of researchers, within the
  context of promoting excellence in European
  Research
• Aimed at individual researchers, research groups
  and companies
• Bottom-up approach

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Host driven actions

• Host institutions/network applies for a number of
  fellows/researchers
• Hosts proposal is evaluated
• Selected host/network advertises fellowship
  position and selects fellows/researchers
• Contract duration with host, usually 4 years
• Fellows stay depending on Action (up to 3 years)

58
Definition of researchers

• Early Stage
• Starting a research career, i.e. postgrad
• No PhD or lt4 years research after first degree
• Experienced
• PhD or 4 years research experience after first
  degree
• Very experienced
• More than 10 years research experience

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Types of Fellowship

• Outgoing International
• Incoming International
• Excellence Actions
• Conference

60
Individual Fellowships

• To respond to the individual advanced training
  needs of the most promising experienced
  researchers to give them the necessary boost to
  become fully independent in their field
• Fellowships for experienced researchers(gt4 years
  experience or PhD)
• Training through research, incl. life-long
  training or for resuming career
• Application by fellow in liaison with host

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Individual Fellowships

• Outgoing (OIF) up to 2 1 years
• EU and Ass. Country fellows to 3rd country
• mandatory return element
• Incoming (IIF) 1 to 2 years
• promising researchers from 3rd country
• possibility of return support for emerging
  economies

62
Capacity Building

• To promote excellence in European research
• Marie Curie Excellence Grants (EXT) up to 4
  years
• To set up or extend teams of the highest level
• Leading edge or interdisciplinary research
• Marie Curie Chairs (EXC) up to 3 years
• Top level teaching appointments
• Particularly for researchers who wish to resume
  their career in Europe
• Marie Curie Prizes (EXA)
• Prizes for excellent researchers who have
  benefited from Marie Curie Actions

63
Marie Curie Funding

• Benefit of the researchers
• Living allowance (by researcher category and
  country)
• Travel costs
• Mobility allowance
• Career development allowance
• Costs of eligible researchers
• Benefit of the host organisations
• Contribution to programme expenses (organisation,
  co-ordination...)
• Overheads
• Management costs (incl. audit certificate)
• Other eligible expenses
• Not all contributions apply to all Actions

64
Researcher Salaries

• Living allowance (reference, cost of living index
  100)

Correction factor for cost of living to be
applied UK 112.5
65
Additional allowances

• Travel costs depending on distance 250 -2500
  /year
• Mobility allowance 500 /month (no family) 800
  /month (family)
• (Correction factor for cost of living to be
  applied)
• Career exploratory allowance 2000 /fellow (min.
  1 year stay, depending on Action)
• Training/research costs of eligible researchers
• 250 -750 /fellow-month (depending on Action)

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Contribution to researchers example

• Activities carried out by the researcher
• Researcher with family, going from Lisbon to
  Paris for 2 years with an Intra-European
  Fellowship under an employment contract
• Living allowance 47,000 x 2 years 94,000
• Mobility allowance 800 x 24 months 19,200
• correction factor 104.7 113,200x
  104.7 117,728
• Career exploratory allowance 2000
• Travel costs 1000 x 2 years2000
• Total contribution for the researcher 121,728
• Research costs (lab based) 400 x 24 9672
• TOTAL Community Contribution 131400

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• Questions?

68
Proposal submission and evaluation

• Estelle Kane
• UK Research Office

69
Outline of the process

• Published as a call
• Submit application before deadline
• Evaluation process
• Notification of results
• Contract negotiation
• Contract signature and start of project

70
Key documents

• The Call Text
• The Guide for Proposers
• The Work Programme of the HRM Activity
• The Handbook for the corresponding action
• The brochure a rough guide to the Marie Curie
  Actions
• Sources
• UKRO NCP website http//www.ukro.ac.uk/mobility
• Commission http//fp6.cordis.lu/fp6

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Proposal submission forms

• Part A
• Set of forms on administrative information
  about the proposal and the proposers
  (pre-prepared form).
• Part B
• Free-text description of the research project.
• Series of headings and explanatory notes based on
  the evaluations criteria.

72
Evaluation Process
Proposal
Rejection
Eligibility
Individual Evaluation
Consensus
Ethical Issues
Rejection
Thresholds
Ranking by Commission
Negotiation
Rejection
Negative Result
Commission Funding Decision
73
FP6 timescales

• 17 December 2002 First calls published.
• From March 2003 First deadlines.
• First contracts end of December 2004
• Nov 2003 May 2004 Second deadlines
• Second contracts 5-7 months after the deadlines

74
Human Resources and Mobility in FP6


75
Making the most of your application

• Estelle Kane
• UK Research Office

76
National Contact Points

• First point of contact for applicants
• Advice, guidance and information on applying for
  funding, contract management, report writing etc
• Website and helpline service
• Training events, publicity actions
• Liaison between the Member State and the
  Commission

77
General Tips I

• Read the Work Programme, Guide for Proposers and
  handbook
• http//fp6.cordis.lu/fp6/calls.cfm
• Follow the instructions
• Use common sense
• IEFs do include confidential referees
  assessment
• Electronic submission

78
General Tips II

• Eligibility check
• Identify your partners
• Write a concise and clear proposal
• Meet the deadline

79
Evaluation of proposals

• Evaluation by competent experts in the field
• Need to address all of the issues to maximise
  scores
• Total score for a proposal is 100
• Some areas require a minimum score (threshold)
• Each area is weighted
• In many cases the science counts for less than
  50
• You must focus on the objectives of the activity
  to be successful
• Look carefully at the score matrix

80
General Evaluation Criteria Part B

• Evaluation Criteria/ Proposals Part B
• 1. Scientific Quality of Project (n.a. for
  Awards)
• 2. Quality of Research Training (n.a. for Awards)
  
• 3. Quality of Host (n.a. for Awards)
• 4. Quality of Researchers (Individual actions
  Excellence)
• 5. Management and Feasibility (n.a. for Awards)
• 6. Relevance to the objectives of the
  Scheme/Activity
• 7. Added Value to the Community

81
Proposal structure for ESTs, RTNS

• B1 Scientific Quality of the Project or Research
  Training Area
• B2 Quality of Training Activities
• B3 Quality / Capacity of the Host(s)
• B4 Management and Feasibility
• B5 Relevance to the objectives of the activity
• B6 Added Value to the Community
• B7 Previous proposals and contracts
• B8 Other Issues

82
Weightings and thresholds for ESTs and RTNs

• EST RTN
• W T W T
• B1 Scientific Quality of the Project 10 3 15 3
• B2 Quality of Training Activities 15 4 20 4
• B3 Quality / Capacity of the Host(s) 25 - 15 -
• B4 Management and Feasibility 15 3 15 3
• B5 Relevance to the objectives
• of the activity 20 - 20 -
• B6 Added Value to the Community 15 - 15 -
• B7 Previous proposals and contracts - - - -
• B8 Other Issues - - - -

83
Proposal Structure for Chairs

• B1. SCIENTIFIC QUALITY OF THE PROJECT
• B1.1 Importance and relevance of the research
  topic
• B1.2 Research topic /Quality of the research
• B2. QUALITY OF THE RESEARCH TRAINING
• B3. QUALITY OF THE HOST
• B4. QUALITY OF THE CHAIR HOLDER
• B5. MANAGEMENT AND FEASIBILITY
• B5.1 Organisational Management
• B5.2 Dissemination
• B5.3 Financial Management
• B6. RELEVANCE TO THE OBJECTIVES OF THE ACTION
• B7. ADDED VALUE TO THE COMMUNITY
• B8. PREVIOUS PROPOSALS AND CONTRACTS
• B9. OTHER ISSUES

84
Proposal structure for Excellence Teams

• B1. SCIENTIFIC QUALITY OF THE PROJECT
• B1.1 Importance and relevance of the research
  topic
• B1.2 Research topic /Quality of the research
• B1.3 Potential for promoting innovation
• B2. QUALITY OF THE HOST
• B3. QUALITY OF THE TEAM LEADER
• B4. MANAGEMENT AND FEASIBILITY
• B4.1 Organisational Management
• B4.2 Selection and Management of Team
• B4.3 Dissemination
• B4.4 Financial Management
• B5. RELEVANCE TO THE OBJECTIVES OF THE ACTION
• B6. ADDED VALUE TO THE COMMUNITY
• B7. PREVIOUS PROPOSALS AND CONTRACTS
• B8. OTHER ISSUES

85
Weightings and thresholds for EXTs and Chairs
86
Proposal Structure for IIFs

• B1 Scientific Quality of the Project
• B1.1. Research topic
• B1.2. Project objectives
• B1.3. Scientific originality and Innovation
• B1.4. Research method
• B2 Quality of the research training
• B3 Quality of the host
• B2.1. Scientific and training expertise of the
  host
• B2.2. Quality of infrastructures
• B4 Quality of the Researcher
• B5 Management and Feasibility
• B6 Relevance to the objectives of the activity
• B7 Added Value to the Community
• B8 Previous proposals and contracts
• B9 Other Issues

87
Proposal quality

• SELL! SELL! SELL!
• Quality of research
• Quality of host
• Quality of training programme
• Quality of recruitment plan
• Quality of individual
• Quality of supervision
• Quality of language

88
Quality of research

• Potential of the research
• Cutting edge research setting it apart from the
  competition
• Multi- and inter-disciplinary research
• Innovation and the use of research results
• Links with other research groups
• Industrial links
• Communication structures, plans etc
• Costs fully justified can include top-ups

89
Quality of host

• Quality of the research group / organisation
• Networking with other organisations / research
  groups
• Infrastructure / equipment available
• International collaborations
• Supervision arrangements
• Mentoring arrangements
• Assistance with living requirements of Fellows

90
Quality of training programme

• 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 etc

91
Quality of recruitment plan

• Host Schemes
• Must be achievable
• Need for researchers to be trained in this area
• Links, partners, networks at research group
  and/or organisational level
• European and world level links with INCO
  countries
• Past experience
• Best practice
• Commission vacancy service

92
Quality of individual

• Research potential
• Current research experience and skills
• Cross and multi-disciplinary experience
• Work experience (in research)
• Industrial experience and expertise
• Transferable skills
• Prizes, Awards, Lectures etc
• Give evidence!

93
Quality of supervision

• Clear framework for supervision
• Infrastructure incl. contracts / management
• Mentoring
• Personal tutors
• Induction programmes group / organisation
• Graduate Schools
• Training
• Assistance with accommodation

94
Quality of language

• Understandable English!
• Avoid colloquialisms
• Explain all country specific jargon
• - including organisations, funders, initiatives
• Well set out include summaries

95

• Questions?

96
Further information

• UKRO NCP website
• http//www.ukro.ac.uk/mobility
• Queries on the schemes
• mobility_at_bbsrc.ac.uk
• Tel [phone] Fax [phone]
• Other useful websites
• http//www.europa.eu.int/comm/research/fp6/mariecu
  rie-actions/home_en.html
• http//www.cordis.lu/rtd2002/home.html