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Marie Skłodowska-Curie Actions in Horizon 2020 Agata Stasiak , David Wizel 15 February 2018, Austin

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Page 1: Marie Skłodowska-Curie Actions in Horizon 2020 · 2018-02-21 · Marie Skłodowska-Curie Actions (MSCA) The Actions provide funding for excellent researchers, encourage mobility

Marie Skłodowska-Curie Actions

in Horizon 2020

Agata Stasiak , David Wizel

15 February 2018, Austin

Page 2: Marie Skłodowska-Curie Actions in Horizon 2020 · 2018-02-21 · Marie Skłodowska-Curie Actions (MSCA) The Actions provide funding for excellent researchers, encourage mobility

Marie Skłodowska-Curie Actions (MSCA)

The Actions provide funding for excellent researchers, encourage mobility across borders and sectors

and foster collaboration among individuals and institutions.

Budget 2014-2020: € 6.162 billion

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¾ Open to all career stages and nationalities

¾ Bottom-up approach

¾ International, intersectoral and interdisciplinary

¾ Hosting talented foreign researchers, creating strategic partnerships

¾ Equipping researchers with necessary skills and international careers

¾ Attractive career and knowledge-exchange opportunities through mobility

¾ Good working conditions and social benefits

MSCA - Features

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Early-Stage Researchers

(ESR)

No PhD or < 4 years

of experience

ITN RISE

COFUND

Experienced Researchers

(ER)

PhD or > 4 years

of experience

IF RISE

COFUND

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ITN

TYPE

WHO

NEW

WHAT

Innovative Training Networks (ITN)

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• Training new generation of researchers • International, multidisciplinary, inter-sectoral

networks of organisations • Any scientific domain • Secondments • EURAXESS portal for vacancies

ITN– Key Features

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ETN

European Training Networks

Participants implement a joint research programme

EID European Industrial

Doctorates

Doctoral training with the non-academic sector

EJD European

Joint Doctorates

Doctoral programme to deliver joint degrees

Min. 3 beneficiaries from any sector from 3 different MS/AC 540 PM

Min. 2 beneficiaries from 2 different MS/AC: 1 academic + 1 non-academic sector 180PM 540 PM>2 entities

Min. 3 beneficiaries from academic sector, awarding PhD from 3 different MS/AC 540 PM

ITN– Types of Actions

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ITN – Financial Aspects

Marie Skłodowska-Curie Action

Staff member unit cost

person/month

Top-up allowance

Institutional unit cost person/month

Research, training and networking costs

Management and indirect

costs

Innovative Training

Networks

3 270 € (living allowance) *

600 € (mobility allowance)

500 € (family allowance)

1 800 € 1200 €

*adjusted through the application of a country correction coefficient

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ETN EID EJD 2018

12 Oct 2017 - 17 Jan 2018

375 million € 32 million € 35 million €

Indicative overall budget: 442 million €

2019 13 Sept 2018 - 15 Jan 2019

400 million € 35 million € 35 million €

Indicative overall budget: 470 million €

2020 12 Oct 2019 - 09 Jan 2020

Indicative overall budget: 525 million €

ITN – Calls for Proposals 2018-2020

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ITN– Participation in the US (West)

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ITN– Participation in the US (East)

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IF

TYPE

WHO

NEW

WHAT

Individual Fellowships (IF)

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EF

GF

European Fellowships

228 M€ 45M€

Global Fellowships

held in EU Member States or Associated Countries

based on an outgoing phase to a third country and a return phase in MS/AC

IF – Topics and Budget (2018)

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IF – Key Features

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Widening Fellowships

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IF 2018

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EU Validation Services ultimately determine the sector of every participating organisation

SMEs Other socio-

economic actors

Universities IEIOs Non-profit research institutes

Industry

MSCA – Sectors

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¾ Secondment should be clearly described in proposal ¾ Can be a single period or divided into multiple shorter periods ¾ Can be at more than one partner organisation located in Europe ¾ Can be to an institution in the same country as the beneficiary ¾ Can be in the same sector ¾ No letter of commitment needed ¾ Is different from short visit (e.g. field work), which can be done in a TC

Fellowship Duration

Maximum duration of a secondment

≤ 18 months 3 months > 18 months 6 months

MSCA – Secondments

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European Fellowships (EF) - Standard

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EF – Career Restart Panel

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active in research is determined on the basis of:

A. fellowships in research domain or

B. employment contracts in research domain

The professional status should be clearly explained in the proposal,

both in part A and B (e.g. unemployment, parental/sick leave, no fellowship/

employment contract in research)

EF – Career Restart Panel

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EF – Reintegration Panel

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EF – Society & Enterprise Panel

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Global Fellowships

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¾ no specific template

¾ has heading or stamp from the partner organisation

¾ is up-to-date (i.e. issued after the call publication, 12 April 2018)

¾ the text must demonstrate the will to actively participate

in the proposed action and the precise role

¾ is signed by the legal representative of the partner organisation

¾ is submitted together with Part B of the proposal, otherwise

proposal declared inadmissible!!!

Global Fellowships (GF) – Letter of Commitment

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Phase GF Duration (months) 1. Outgoing to TC 12 - 24

2. Return to MS or AC 12 (mandatory)

TOTAL 24 - 36

Duration

Global Fellowships (GF)

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IF 2017 Overview

INDIVIDUAL FELLOWSHIPS EUROPEAN GLOBAL

Standard EF CAR RI SE GF

EXPERIENCED RESEARCHERS

Nationality ANY ANY MS, AC or long-term residents ANY MS, AC or long-

term residents

Mobility

From ANY country

to MS or AC

From ANY country

to MS or AC

From TC to MS or AC

(location of host institution)

From ANY country to MS or AC

From ANY country to TC

then to MS/AC

< 12 months in the last 3 years

< 36 months in the last 5 years

< 36 months in the last 5 years

< 36 months in the last 5 years

< 12 months in the last 3 years

Career break in research - ≥ 12 mm since

11/03/17 - - -

PARTICIPANTS

Beneficiary MS or AC MS or AC MS or AC MS or AC Non-academic only MS or AC

Entity with capital or legal link MS or AC MS or AC MS or AC

MS or AC Non-academic only

MS or AC

Partner Organisation

MS or AC (optional

secondments)

MS or AC (optional

secondments)

MS or AC (optional

secondments)

MS or AC (optional

secondments)

outgoing phase (mandatory)

TC

optional secondment

MS or AC

DURATION (months) 12 / 24 12 / 36 12 / 24 12 / 24 24 / 36 (12 / 24 + 12)

SCIENTIFIC PANELS/AREAS 8 panels 8 areas 8 areas 8 areas 8 panels

NUMBER OF RANKING LISTS 8 1 1 1 8

BUDGET (total € 218.5 million) 220 million €8 million € 45million

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Marie Skłodowska-Curie

Action

Staff member unit cost

person/month

Top-up allowance

Institutional unit cost person/month

Research, training and networking costs

Management and indirect

costs

IF

4 880 € (living allowance) *

600 € (mobility allowance)

500 € (family allowance)

800 € 650 €

IF– Financial Aspects

*adjusted through the application of a country correction coefficient

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H2020-MSCA-IF call

2018 (provisional)

2019 (provisional)

2020 (indicative)

Opening & Closing dates

12/04/2018- 12/09/2018

11/04/2019- 11/09/2019

8/04/2020- 09/09/2020

Budget

273 million €

295,62 million €

325 million €

IF– Calls for Proposals 2018-2020

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IF– Participation in the US (West)

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IF– Participation in the US (East)

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RISE

TYPE

WHO

NEW

WHAT

Research and Innovation Staff Exchange (RISE)

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• International and inter-sectoral exchange of staff

• Transfer of knowledge and sharing ideas/culture between different sectors

• All types of staff: research (ER & ESR), management, administrative and technical (in-built return mechanism)

• Research project implemented via secondments from 1 to 12 months

RISE– Key Features

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RISE - Type of Secondments � Intra-European (MS/AC)

+ Intersectoral (academic & non-academic sectors)

� International (MS/AC and TC)

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Marie Skłodowska-Curie Action

Staff member unit cost

person/month

Top-up allowance

Institutional unit cost person/month

Research, training and networking costs

Management and indirect

costs

Research and Innovation Staff

Exchange 2 100 € 1 800 € 700 €

RISE – Financial Aspects

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H2020-MSCA-RISE call 2018 2019 2020

Opening & Closing dates

22 Nov 2017- 21 March 2018

04 Dec 2018- 02 April 2019

05 Dec 2019- 07 April 2020

Budget

80 million €

80 million €

80 million €

2019 & 2020 Indicative budget and deadlines

RISE – Calls for Proposals 2018-2020

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RISE – Participation in the US (West)

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RISE – Participation in the US (East)

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COFUND

TYPE

WHO

NEW

WHAT

Co-funding of regional, national and international programmes

(COFUND)

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9 COFUND provides funding for funders

9 Stimulates regional, national or international programmes

9 At all stages of their career (ESR, ER)

COFUND– Objectives

Doctoral Programmes

Fellowship

Programmes

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9 Mono-beneficiary (institutions from MS or AC)

9 Applications published in EURAXESS

9 Maximum € 10 Million per single applicant per call

9 Duration of projects: min. 3 years, max. 5 years

9 Fellowships: minimum 3 months

COFUND– Key features

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Marie Skłodowska-Curie Action

Researcher unit cost

person/month

Institutional Unit cost

Person/month

COFUND 1 935 € (ESRs)

2 740 € (ERs) 325 €

COFUND– Financial Aspects

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H2020-MSCA-COFUND call

2018 (provisional)

2019 (provisional)

2020 (indicative)

Opening & Closing dates

12/04/2018- 27/09/2018

4/04/2019- 26/09/2019

8/04/2020- 29/09/2020

Budget

80 million €

90 million €

100 million €

COFUND– Calls for Proposals 2018-2020

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COFUND – Participation in the US (West)

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COFUND– Participation in the US (East)

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MARIE SKŁODOWSKA-CURIE

ACTIONS

Evaluation Criteria and IF proposals

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Evaluation Criteria

Excellence Impact Quality and Efficiency of Implementation

Quality and credibility of the research / innovation project;

level of novelty, appropriate consideration of inter-/multidisciplinary

& gender aspects

Enhancing the future career prospects of the researcher

after the fellowship

Coherence and effectiveness of the work plan, including

appropriateness of the allocation of tasks and resources

Quality and appropriateness of the training

and of the two way transfer of knowledge between

the researcher and the host

Quality of the proposed measures to exploit

and disseminate the project results

Appropriateness of the management structure and procedures, including risk management

Quality of the supervision and of the integration in the team/institution

Quality of the proposed measures to communicate

the project activities to different target audiences

Appropriateness of the institutional environment

(infrastructure)

Potential of the researcher to reach or re-enforce professional

maturity/independence during

the fellowship

Each criterion will be scored out of 5. Decimal points may be given.

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Award Criteria Excellence Impact Quality and Efficiency

of Implementation Weighting

50% 30% 20%

Priority in Case of Ex Aequo

1 2 3

Further Prioritization Æ if necessary, based on other appropriate characteristics

* decided by the panel * related to the contribution of the proposal to the European Research Area and/or general objectives mentioned in the Work Programme

Æ depends on available budget and call conditions

The total score is weighted, the maximum is 100.

An overall threshold of 70% will be applied to the total weighted score.

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Proposal Part A Proposals: submitted exclusively electronically, using the Participant Portal. Part A: administrative details Section 1 – General Information Section 2 – Administrative data of participating organisations (supervisor(s), researcher) Section 3 – Budget: information on the duration (person-months) to calculate the total

requested EU contribution. Section 4 – Ethics: identifies any ethical aspects of the proposed work. Even if there are

no issues, you must simply confirm that none of the ethical issues apply to the proposal.

Section 5 – Call specific questions request declarations related to eligibility and personal

data, together with questions on any secondment in Europe.

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The "core" of the proposal – the structure below is mandatory

DOCUMENT 1 (13-PAGE LIMIT APPLIED)

START PAGE (1 page) LIST OF PARTICIPATING ORGANISATIONS START PAGE COUNT (MAX 10 PAGES SECTIONS 1-3) ……………………………………………………. 1. EXCELLENCE 2. IMPACT MAX 10 pages 3. IMPLEMENTATION STOP PAGE COUNT(MAX 10 PAGES SECTIONS 1-3) ……………………………………………………… DOCUMENT 2 (NO OVERALL PAGE LIMIT APPLIED) 4. CV OF THE EXPERIENCED RESEARCHER 5. CAPACITIES OF THE PARTICIPATING ORGANISATIONS 6. ETHICAL ASPECTS 7. LETTERS OF COMMITMENT OF PARTNER ORGANISATIONS (only for GF)

Proposal Part B

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Descriptors Chosen by applicants to guide REA in selection of experts and allocation of proposals to the experts.

Number of descriptors ranges from 3 to 5. Applicants select the descriptors in order of importance with 1st being the most important.

Annex 6 of the GfA contains a breakdown of scientific areas into descriptors.

The list has been updated to better reflect the scientific domains.

Applicants must:

1) Select one of the 5 types of fellowship (EF-ST, EF-CAR, EF-RI, EF-SE, GF)

2) Select the area of research (e.g.: CHE), i.e. the core discipline of the proposal

3) Within the most relevant sub-area of research (e.g.: C1-Synthetic Chemistry and Materials), select the first descriptor that best characterises the subject of the proposal

4) Select the second descriptor within the same area of research (e.g.: CHE)

5) Third descriptor: from any of the eight (8) areas of research is mandatory.

6) If needed applicants may add further two (2) additional descriptors chosen freely.

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Participant Portal

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MSCA Calls for Proposals

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Call Documents

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National Contact Points (NCP)

http://ec.europa.eu/research/participants/portal/desktop/en/support/national_contact_points.html

Your country MSCA

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Horizon 2020 http://ec.europa.eu/research/horizon2020

Marie Skłodowska-Curie Actions Website

http://ec.europa.eu/mariecurieactions

Participant Portal (applications) http://ec.europa.eu/research/participants/portal/desktop/en/home.html

Further information

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Thank you for your attention!