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Marie Skłodowska-Curie Actions Individual Fellowships 2015

Per M. Kommandantvold

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Why are you here today?

 You are a researcher

Planning a career move, to build networks, improve your independence

You do need a salary next year too?

 You are a supervisor, a group leader

You plan to recruit first rate researchers, or strengthen a collaboration

 You are an adviser

You basically need to know a bit about everything?

Outgoing?

Incoming?

(3)

Either way, or reason for your interest, you need to know the context to succeed!

“The foremost priority for Europe and for the start of Horizon 2020 is exiting the current

economic crisis.”

(H2020 strategic work programme 2014/15)

At the same time we need more researchers to stay in R&I due to higher investments

We need to structure the way Europe train researchers, and hire, and evaluate, and treat them…

We need to prepare for careers outside of academia

We need mobility for knowledge transfer, to build independence

We need equal opportunities

We need to disseminate results and communicate values

And so on: All this must be in the back of your head when applying for IF

Remember the policy setting!

(4)

24.08.2018 4

World-leading academic groups

«Europeiske

mobilitetsordninger som Erasmus+ og Marie

Skłodowska-Curie Actions skal brukes.» «Norske

fagmiljøer utnytter ikke i tilstrekkelig grad

mulighetene som disse

programmene gir til å hente inn internasjonale fagfolk og talentfulle studenter. Heller ikke mulighetene for norske studenter og forskere til å reise ut blir utnyttet godt nok.»

(5)

24.08.2018 5

More and better participation in H2020

Career opportunities, mobility and equality are

important conditions for increasing research quality and succeeding in the EU cooperation. Higher education

institutions have a special responsibility to think long term and enable students and young researchers to acquire necessary skills. It is particularly important that young researchers are given an opportunity to build their careers and become qualified at an early stage to compete for EU funds. Independence, international

experience and knowledge of how to build and maintain international networks are needed. Young researchers must also be trained in international research

management, to enable more to take

responsibility for their institution’s participation in EU projects. Erasmus+, the EU programme for

education, training, youth and sport, is an important instrument for mobility and

international experience when would-be

researchers are still students. Mobility and career measures in Horizon 2020 must be used to

facilitate an international career as a researcher.

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Horizon 2020 is…what?

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Horizon 2020 will secure Europe the position as one of the world leading research and innovation regions by

securing support over three pillars…

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3 pillars in Horizon 2020

8

Excellent Science

European Research Council (ERC)

Future & Emerging Technologies (FET)

Marie Sklodowska Curie Actions

Research Infrastructures

Competitive Industries

Innovation in SMEs

Access to Risk Finance

Leadership in Enabling and Industrial Technologies

Better Societies

(Societal Challenges)

Health, demographic change and wellbeing

Food security, sustainable agriculture, forestry, marine,

maritime, inland water and bio-economy

Secure, clean and efficient energy Smart, green and integrated

transport Climate action, environment, resource efficiency and raw materials

Inclusive, innovative and reflective societies

Secure societies

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10:00 Welcome address by Hanne Monclair, The Ministry of Education and Research

10:10- 10:30 The Marie Skłodowska-Curie Actions and Horizon 2020 – The overall picture, by National Contact Points (NCP)

Berit Sundby Avset and Per M. Kommandantvold

10:30- 10:50 The Fellows Initiative Natural Sciences (FINS) at NTNU, by Assoc. Prof. Thorsten Hamann (NTNU)

10:50- 11:10 Experiences made from applying to IF-2014, by Dr. Lin Prøitz (UiO)

11:10- 11:20 EURAXESS Services, by Elin Kollerud (The Research Council of Norway)

11:20- 11:30 Double your chances! About FRIPRO Mobilitetsstipend, by Per Ivar Høvring (The Research Council of Norway) 11:30- 12:00 Individual Fellowships: General requirements, proposal

procedure, financial aspects, evaluation process, by the NCPs

12:00- 12:30 Lunch and networking

12:30- 13:30 Individual Fellowships cont.: Aspects for Part B of the proposal, award criteria, structure, communication and dissemination

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions Individual Fellowships (IF)

Berit Sundby Avset/Per Magnus Kommandantvold Oslo, 06.05.2015

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions

 Objective of the MSCA:

Ensure the optimum

development and dynamic use of Europe’s intellectual capital in order to generate new skills, knowledge and innovation

 Budget 2014-2020:

6.162 million €

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions Key features

Open to all domains of research and innovation from basic research up to market take-up and

innovation services

Entirely bottom-up

Participation of non-academic sector strongly encouraged, especially industry and SMEs

Mobility as the key requirement - funding on condition participants move from one country to another

Promotion of attractive working and employment conditions

Particular attention to gender balance

Public engagement of supported researchers

One call per each MSC action per year

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions are simplified

Only four actions

Clear definitions of participants

Two sectors: academic/non-academic

Two groups: beneficiaries and partner organisations

Broader understanding of industry involvement:

participation of businesses (including SMEs) and other socio-economic actors

Streamlined definitions of supported researchers

Early stage researcher (ESR)/Experienced researcher (ER)

Staff members in RISE

Mobility rules maintained

Portability of IF grants (secondments)

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions Individual Fellowships (IF)

Objective

to enhance the creative and innovative potential of experienced researchers

to provide opportunities to acquire new knowledge, work on research projects in a European context or outside Europe, resume a career or return to Europe

Scope

Individual, trans-national fellowships awarded to the best or most promising researchers (all nationalities, subject to mobility rule)

European Fellowships (12-24 months) or Global Fellowships (12-24 months + mandatory return phase of 12 months)

Career Restart Panel and Reintegration Panel

Secondments, notably in the non-academic sector, embedded in the career development

Expected Impact

to release the full potential of researchers and to catalyse significant development in their careers in both the academic and non-academic sectors

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Education and Culture

IF – European and Global

European Fellowships

Global

Fellowships

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Individual Fellowships (IF) 2015

Budget 215 million euro, out of which 27 million are allocated for Global Fellowships

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Experienced researcher (>4 years of experience) Individual Fellowships (IF - European)

 Duration 12-24 months

 To all EU member states and assoc.

countries

 Call opened 12. March 2015, deadline 10. September

 You apply, in collaboration with the host institution, directly to Brussels:

http://ec.europa.eu/research/participants/p ortal/desktop/en/opportunities/index.html

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Experienced researcher (>4 years of experience) Individual Fellowships (IF - Global)

Duration 12-24 months + 12 month mandatory return phase with

European host

 To all countries globally, except MS/AC

 Call opened 12. March 2015, deadline 10. September 2015

 You apply, in collaboration with the host institution, directly to Brussels:

http://ec.europa.eu/research/participants/por tal/desktop/en/opportunities/index.html

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Horisont 2020

Fremragende forskning

Timeline (5+3 months after deadline)

 Publication of call:

12 March 2015

 Deadline for submission of proposals:

10 September 2015 at 17:00:00, Brussels local time

 Evaluation of proposals:

October - November 2015

 Information on the outcome of the evaluation:

February 2016

 Indicative date for the signing of Grant Agreem.:

May 2016

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Horisont 2020

Fremragende forskning

Eligibility and mobility

To be eligible for an IF, you must by 10.

September be in possesion of a doctoral degree, OR by then have at least four years of full-time equivalent research experience (from the date

when you obtained a degree which would formally entitle you to start on a doctorate).

The mobility rule: At 10.September, the

researcher shall not have resided or carried out their main activity in the country of the host

organisation for more than 12 months in the three last years.

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Horisont 2020

Fremragende forskning

Panel structure in MSCA IF

 8 main evaluation panels:

Chemistry

Social sciences and humanities

Economic sciences

Information science and engeneering

Environment and geosciences

Life sciences

Mathematics

Physics

 Two separate multidisciplinary panels:

Career restart panel

Reintegration panel

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Horisont 2020

Fremragende forskning

Typical activities of an Individual Fellowship

 Mobility

 Training activities

Secondments

 Communication and Dissemination

 Public engagement

 Gender issues

14

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Horisont 2020

Fremragende forskning

Typical IF training activities

Research and training activities

Training-through-research

Hands-on activities: techniques and instruments

Transferrable skills: entrepreneurship …

Secondments are encouraged.

Inter-sectoral or interdisciplinary knowledge transfer

Max. 3 or 6 months (</> 18 months)

Secondment in EU/AC, even same country, single or divided

Financial and organisational management of the action

Communication and dissemination

Public Engangement

Training dedicated to gender issues

15

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http://elinsscience.blogspot.pt/

Elin Moe (UiT), Intra-European Fellow in Portugal

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Horisont 2020

Fremragende forskning

Remuneration: 100% acc.to unit costs

Marie Skłodowska- Curie Action

Researcher unit cost**

person/month

Institutional unit cost**

person/month

Living allowance*

Mobility allowance

Family allowance

Research, training and

networking costs

Management and indirect

costs

Innovative Training Networks

3 110 600 500 1 800 1 200

Individual

Fellowships 4 650 600 500 800 650

* A country correction coefficient applies to the living allowance. This coefficient is the one applicable to the country of the researcher’s host organisation as listed in Table 4.

** These unit costs will be subject to a funding rate of 100% (Article 22.4 Rules for Participation).

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Horisont 2020

Fremragende forskning

Remuneration examples

EF 24 months in Germany

Living allowance 4 650 x 24 x 0,998 = € 110 260 Mobility allowance 600 x 24 = € 14 400

Familiy allowance n/a

Research traning and networking 800 x 24 = € 19 200

Management 650 x 24 = € 15 600

Researcher : ≈ NOK 529 800 per year 110 260 + 14 400 = € 124 660/2

Beneficiary: ≈ NOK 147 900 per year 19 200 + 15 600 = € 34 800/2

GF 24 months in USA and 12 months in Norway

Living allowance, USA 4 650 x 24 x 0,994 = € 110 930 Mobility allowance, USA 600 x 24 = € 14 400 Living allowance, Norway 4 650 x 12 x 1,1319 = € 63 161 Mobility allowance, Norway 600 x 24 = € 14 400

Familiy allowance n/a

Research traning and networking 800 x 36 = € 28 800

Management 650 x 36 = € 23 400

Researcher USA : ≈ NOK 532 650 per year 110 930 + 14 400 = € 125 330/2

Researcher NO: ≈ NOK 629 270 800 per year

63 161 + 14 400 = € 77 561

Beneficiary: ≈ NOK 147 900 per year 28 800 + 23 400= € 52 200/3

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Horisont 2020

Fremragende forskning

How to apply?

 The 2015 call is published on the call page of Participant Portal

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FP7-PEOPLE-IEF 2007-2012: Success rates

30

25 26

16

19

16

0 5 10 15 20 25 30 35

2007 2008 2009 2010 2011 2012

Success Rates %

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FP7-PEOPLE-IEF 2007-2012: Host Countries

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FP7-PEOPLE-IEF 2007-2012: Researcher's Nationality

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FP7-PEOPLE-IOF 2007-2012: Success rates

30

25 26

16

19

16

0 5 10 15 20 25 30 35

2007 2008 2009 2010 2011 2012

Success Rates %

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Horisont 2020

Fremragende forskning 24

IF 2014:

Submitted (eligible) & A-list proposals

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Horisont 2020

Fremragende forskning 25

IF-EF 2014: A-list per country

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Horisont 2020

Fremragende forskning 26

IF 2014 Mobility of researchers

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Horisont 2020

PES2020: support to write applications for H2020

 Budget in 2015: 60 mill NOK

 The support is 50% of hours, travel and supporting services

 15 000 – 300 000 kr

Minimum requirement is an accepted and eligible application

Additional support for the best applications over threshold and for contract negotiations

Universities, university colleges and institutes apply for a lumpsum. All others can submit

individual applications

 www.forskningsradet.no/pes2020

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Horisont 2020

PES2020: example on level of support

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Horisont 2020

Fremragende forskning

Relevant web pages

Calls:

http://ec.europa.eu/research/participants/portal/deskto p/en/opportunities/index.html

MSCA:

http://ec.europa.eu/programmes/horizon2020/en/h202 0-section/marie-sk%C5%82odowska-curie-actions

Funding for researchers:

http://ec.europa.eu/programmes/horizon2020/en/area/

funding-researchers

EURAXESS:

http://ec.europa.eu/euraxess/index.cfm/general/index

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Horisont 2020

Fremragende forskning

Research Executive Agency (REA):

Web-streamed training on IF and COFUND

 Web–streaming from 10. June 2014 is still available on:

https://scic.ec.europa.eu/streaming/index.php?es

=2&sessionno=55acf8539596d25624059980986aa a78

30

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Horisont 2020

Fremragende forskning

Marie Skłodowska-Curie Actions:

Contacts:

 Berit Sundby Avset, Division of Science

[email protected] , ph. 22037015

 Per Magnus KOMMANDANTVOLD, International staff,

[email protected], ph. 22037459

@MarieCurie_NCP

31

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The evaluation procedure and writing the proposal

Berit Sundby Avset NCP MSCA/ERC

1

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The evaluation process

Panel meeting in Brussels

Consensus discussion and agreement on «Consensus Report»

Remote evaluation

3 individual experts

2

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3

Who evaluates your application?

Allocations made by the project officers

Searchable list with

Application title

Application number

Abstract

Keywords

1. "Exactly in my field"

2. "Broader field of expertise"

3. "Can evaluate if necessary"

No

• Title, abstract and keywords are the teasers that make an evaluator decide if she can evaluate your application

• Scientific fields with many applications has many

Experts with expertise, “odd” scientific fields have few experts

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The Evaluators

 Specialists or generalists in your field

 Evaluates 4-5 proposals/day

(10-20 proposals in total)

 Considers all the sub- elements of the three criteria, comments on positive elements and

shortcomings Make their task easy!

4

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 Tabell med evalueringskriteriene

5

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Each criterion are scored between 0 and 5 with 0,1 intervals

Weighted and added to a total score: 0-100

Excellence Impact Implementation SUM

50% 30% 20% Weighting (%)

4 4 4 80,0

4,2 4,3 4,5 85,8

4,5 4,5 4,5 90,0

6

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Evaluation forms

7

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8

The proposal

Create an application at the Participant portal

 Part A: administrative information

electronic pdf-forms at the PP

 Part B: project description

Uploaded pdf-document with page restrictions

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Structure of the proposal: part A

Electronic pdf-forms on the Participant Portal

 Section 1: General information about the proposal (including the abstract);

 Section 2: Data on participants and contacts;

 Section 3: Budget;

 Section 4: Ethics issues table;

 Section 5: Call specific questions

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13

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14

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Proposal structure: The part B

In drafting PART B of the proposal, applicants must follow the structure outlined below:

LIST OF PARTICIPANTS

START PAGE COUNT__________________________________

1. EXCELLENCE

2. IMPACT

3. IMPLEMENTATION STOP PAGE COUNT

4. CV OF THE EXPERIENCED RESEARCHER (5 pages max)

5. CAPACITIES OF THE PARTICIPATING ORGANISATIONS

6. ETHICAL ASPECTS

7. LETTER OF COMMITMENT OF PARTNER ORGANISATION (only GF)

Max 10 pages in total

No reference to the outcome of previous evaluations of this or any similar proposal should be included in the text. Experts will

be strictly instructed to disregard any such references.

15

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1. Excellence

1.1 Quality, innovative aspects and credibility of the research

Introduction, state-of-the-art and overview of the action

Research methodology and approach

Originality and innovative aspects of the research programme

How will the research give the best careeer prospects for the ER?

How will it contribute to new collaboration opportunities to the host?

Start page count

16

Headline

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1. Excellence (cont)

1.2 Clarity and quality of transfer of

knowledge/training for the development of the researcher in light of the research objectives

Explain how the applicant will gain new knowledge during the fellowship

Outline the knowledge and skills that the researcher will transfer to the host organisation

Is the ER and the host a good match?

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1. Excellence (cont)

1.3 Quality of the supervision and the hosting arrangements

Qualifications and experience of the supervisor(s)

Hosting arrangements (both hosts for GF)

Why should the ER go here, and not somewhere else?

Career development plan

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1. Excellence (cont)

1.4 Capacity of the researcher to reach and re- enforce a position of professional maturity in

research

Is this a future star researcher?

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2. Impact

2.1 Enhancing research- and innovation-related skills and working conditions to realise the

potential of individuals and to provide new career perspectives

Will this project improve the career prospects of the ER?

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2. Impact (cont)

2.2 Effectiveness of the proposed measures for communication and results dissemination

Communication and public engagement strategy of the action

Dissemination of the research results

Exploitation of results and intellectual property rights

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3. Implementation

3.1 Overall coherence and effectiveness of the work plan, including appropriateness of the

allocation of tasks and resources

Description of work packages

Gantt chart

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3. Implementation (cont)

3.2 Appropriateness of the management structure and procedures, including quality management and risk management

Project organisation and management structure,

including the financial management strategy, as well as the progress monitoring mechanisms put in place;

Risks that might endanger reaching project objectives and the contingency plans to be put in place should risk occur.

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3.3 Appropriateness of the institutional environment (infrastructure)

Give a description of the main tasks and commitments of the beneficiary and partners (if applicable).

Describe the infrastructure, logistics, facilities offered in as far they are necessary for the good implementation of the action.

3. Implementation (cont)

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3. Implementation (cont)

 3.4 Competences, experience and complementarity of the participating organisations and institutional commitment

 Active contribution to the research activities

 Do not repeat the description in Section 5

End page count

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4. CV of the Experienced Researcher

Max 5 pages

The standard academic and research record

Explain any gaps and/or

unconventional paths

List of achievements (may include/if applicable):

1. Publications in major , peer-reviewed

conference proceedings and/or monographs of their respective research fields, indicating also the number of citations (excluding self-citations) they have attracted.

2. Granted patent(s).

3. Research monographs, chapters in collective volumes and any translations thereof.

4. Invited presentations to peer-reviewed, internationally established conferences and/or international advanced schools.

5. Research expeditions that the Experienced Researcher has led.

6. Organisation of International conferences in the field of the applicant (membership in the steering and/or programme committee).

7. Examples of participation in industrial innovation.

8. Prizes and Awards.

9. Funding received so far

10. Supervising, mentoring activities.

11. Commissions of trust

12. Evidence of leadership potential

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5. Capacity of the Participating Organisations

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6. Ethics

If you flagged ethical issues in the «Ethics Issues Table in Part A:

Ethics Self-assessment:

1) Describe how the proposal meets the EU and national legal and ethics requirements of the

country/countries where the task raising ethical issues is to be carried out.

2) Explain in detail how you intend to address the ethical issues flagged.

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7. Letters of Commitment

 ONLY for Global fellowships

i.e from the partner organisation in the Third Country

 Other letters of commitment or letters of support

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Advice I

 Read the Guide for Applicants and the Work Programme carefully!

 Describe everything, do not assume that the evaluators knows the (Norwegian) system

 Do you think something is irrelevant for your

proposal/topic – adress it anyway! The successful applicants do!

 Figures/illustrations/ pictures are sometimes better than words and makes reading less boring…

 Webpages!

Evaluators are NOT obliged to look at them

But they MAY have a peak…

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Advice II

 Ask somebody to do a mock-up evaluation, use the evaluation forms

 Write part B, leave it for 1-2 weeks, read it

carefully again. Are you sure you have explained everything in a clear language that the evaluators will understand in the way they are meant to

understand it?

31

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