Individual Fellowships 2020 - MARIE SKŁODOWSKA-CURIE ACTIONS - Marie Skłodowska-Curie Actions
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MARIE SKŁODOWSKA-CURIE ACTIONS
Individual Fellowships 2020
Berit Sundby Avset and Per Magnus Kommandantvold,
National Contact Points for MSCA
Marie Skłodowska-Curie Actions
Lysaker April 2020
2
Marie Skłodowska-Curie Actions:
National Contacts Points for Norway:
Berit Sundby Avset
bsa@rcn.no, ph. 93059324
Per Magnus Kommandantvold
pmk@rcn.no, ph. 92247635
@MarieCurie_NCP
Newsletter on MSCA/ERC (in Norwegian):
https://www.forskningsradet.no/sok-om-finansiering/internasjonale-
midler/sok-horisont-2020/
4/21/2020 3
MSCA
What are the Marie
Sklodowska-Curie Actions? Horizon 2020
• All career stages and
nationalities
• All domains of research and
innovation
• Bottom-up approach
• Attractive career and
knowledge-
exchange opportunities
through mobility
• International, intersectoral
and interdisciplinary (the
three I´s)
• Skills development
• Promotion of attractive
working and employment
conditions
4
• Innovative Training Networks 5
• Host driven, early-stage researchers
• (network recruiting ~PhD students)
ITN
• Individual Fellowships
• Individual, experienced researchers
IF • Incoming & outgoing ~post-docs’
• Research and Innovation Staff
MSCA: 2014 – 2020 RISE Exchange
6 162 million € • Exchange of all types of research
the different actions staff with ‘Third Countries’ and/or
private sector
COFU • COFUND
ND • Cofunding e.g. national schemes
Night • European Researchers’ Night
• Outreach & communication
Call deadlines & budget
Funding Call closes
Call opens Budget
scheme (deadline!)
IF 08/04/2020 09/09/2020 324 mEUR
COFUND 08/04/2020 29/09/2020 100 mEUR
Budget for 2020 call, all panels: 328 m EUR:
• European Fellowships (ST/CAR/RI): 263 m EUR
• European Fellowships (SE): 10 m EUR
• Global Fellowships (GF): 55 m EUR
21.04.2020 7
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What is IF?
Individual Fellowships (IF) 9 Policy perspectives behind IF and what´s in them: ✓ Realise the potential of experienced researchers Give more researchers at postdoctoral level training opportunities, and as such improve the scientific competitiveness of Europe. ✓ Catalyse significant development in their careers in both sectors The training should be tailored so that the researcher will get an added value through the fellowship, and improved career opportunities afterwards, in the academic and the non-academic sectors. ✓ Provide opportunities to acquire new knowledge, work on research projects in a European context or outside Europe Not just more of the same, but real transfer of knowledge within Europe and beyond, through mobility. And acquisition of skills in areas which are not research, but related.
Individual Fellowships (IF) 21.04.2020 10
European fellowships
• 12 -24 months
• CAR panel 12-36 months
• From all countries to Europe (MS/AC)
Global fellowships
• 12 -24 months in 3rd country, plus 12
months return phase in Europe
• For European researchers or long-term
residents in Europe
• Any nationality • Min 12 months
• Max 12 months in host outside research
country in the previous • Any nationality
3 years Career • Max 36 months in
Standard host country in
restart previous 5 years
(EF-ST)
(EF-CAR)
Options for Society &
Reinte-
European • Move directly to
gration Enterprise • Non-academic host
host country from
fellowships Third country (EF-RI) (EF-SE)
• Any nationality
• EU/AC nationality or • Max 36 months in
long term resident host country in
previous 5 years
• Max 36 months in host
country in previous 5 years
Overview, see Annex 1, pg. 52 in GfADefinition of experienced researcher
By 9. September you must have a doctoral
degree,
OR
Eligibility have at least four years of full-time equivalent
research experience*
*from the date when you obtained a degree which would
formally entitled you to start on a doctorateMobility rule: years in host country
Five Four Three Two One 9. September
years years years years year 2020 (deadline)
IF ST and GF: max 12 months in last 3 years
GF: Mobility rule applies to outgoing host country
IF CAR, RI and SE: max 36 months in the last 5 years
RI: Must move directly to country of host, not via another country
CAR: >12 months career break within 18 months prior to deadline
You find the wording in the Guide for Applicants, under «Definitions» and point 3.1 respectively.14
• Mobility
• Research and training activities
– Training-through-research
– Hands-on activities: techniques and instruments
– Transferrable skills: entrepreneurship, IPR, project
management …
• Financial and organisational management of the
Typical activities of an project
Individual Fellowship • Communication and public engagement
• Dissemination and exploitation
• Training dedicated to gender issues
• Secondments are encouraged, but optional.
– Inter-sectoral or interdisciplinary knowledge transfer
– Max. 3 or 6 months ( 18 months)
– Secondment in MS/AC, even same country, single stay or
divided15
Secondments (optional)
• A planned stay outside of your host
organisation. Must add value to the impact of For Global Fellowship:
project. – May spend up to 3 months at
European host organisation
• Must be relevant, feasible and beneficial for before moving to Third Country
the researcher. Other sector? Yes, please!
– Deducted of outgoing period
• Distinguish from «short visit»:
– Supervision, duration, location
• Must be included in the proposal
• Secondment in organization in Member State
or Associated Country (MS/AC), even same
country, single stay or divided
• Maximum duration
– 3 months (fellowship ≤ 18 months)
– 6 months (fellowship > 18 months)21.04.2020 17
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How to apply«The proposal should be prepared
by the researcher in liaison with
the applicants organisation
(beneficiary), which is represented
by the main supervisor»19
All information on the Funding and Tenders Portal
The Funding and Tenders Portal:
https://ec.europa.eu/info/funding-
tenders/opportunities/portal/screen/home
In the call page you find the following
essential documents:
• Guide for applicants 2020
• MSCA work programme 2018-2020
• Online guide for proposal submission
• Information on the evaluation process
• Proposal template
• Evaluation form
• Grant agreement template and annexes
Electronic proposal submission21.04.2020 20
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In addition, we recommend
you to use the
«Net4Mobility+» IF
handbook!
https://www.net4mobility
plus.eu/scientific-
community/21.04.2020 22
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The proposal23
The proposal - electronic forms at the Funding Portal
Are you resubmitting a proposal?
Part A: administrative information
Part A: Tick the resubmission box.
• Section 1: General information and declarations (including
abstract); BUT:
• Section 2: Data on participants and contacts; Part B: No reference to the outcome of
previous evaluations of this or any similar
• Section 3: Budget;
proposal should be included in the text
• Section 4: Ethics issues table; (or of Seal of Excellence). Experts will be
• Section 5: Call specific questions strictly instructed to disregard any such
references.
Part B: project description
– Two pdf-documents with page restrictions Resubmission:
If supervisor, researcher, host organization
◦ Document 1: Project description 10 pages (and partner organization for GF) are the
◦ Document 2: Section 4-7 (See slide 34) same as in previous proposals.Your proposal is matched to evaluators based on the descriptors you choose in Part A 8 Scientific areas • Minimum 3 descriptors, in order of importance • Chemistry • Optional: 2 additional descriptors • Social Sciences and Humanities • See Annex 4, Guide for Applicants pg. 60-66 • Economic Sciences • Information Science and Engineering • Environment and Geosciences • Life Sciences • Mathematics • Physics
25
No start page!!!
• 1. EXCELLENCE
Proposal structure: • 2. IMPACT Max 10 pages
Part B-1 • 3. IMPLEMENTATION26
Proposal structure: Part B-1 with weighting of criteria
50%
• 1. EXCELLENCE
• 2. IMPACT 30%
• 3. IMPLEMENTATION
20% Now, 90% of you will focus
80% of your initial energy
on this part that counts for
50% of the total proposal.
Is that a smart strategy?27
Excellence Impact Quality and efficiency of the
implementation
Quality and credibility of the Enhancing the future career Coherence and effectiveness of the
research/innovation project; level of prospects of the researcher after the work plan, including the
novelty, appropriate consideration of fellowship appropriateness of the allocation of
inter/multidisciplinary and gender tasks and resources
aspects
Quality and appropriateness of the Quality of the proposed measures to Appropriateness of the management
training and of the two way transfer exploit and disseminate the project structure and procedures, including
of knowledge between the results risk management
researcher and the host
Quality of the supervision and of the Quality of the proposed measures to Appropriateness of the institutional
integration in the team/institution communicate the project activities to environment (infrastructure)
different target audiences
Potential of the researcher to reach
or re-enforce professional
maturity/independence during the
fellowship
50% 30% 20%Structure of Part B-1, section 1-3
Example:
1 Excellence (criterion)
1.1 Quality and credibility of the research/innovation … (sub-criterion)
- Divide the text with suitable sub-headlines reflecting the instructions in the Guide for
Applicants
-
1.2 Quality and the appropriateness of the training and … (sub-criterion)
- Sub-headlines as appropriate
-29
1. Excellence Research project
– Introduction and objective(s) – very important,
◦ clearly described, focussed, WOW-factor Fellow Host group
◦ Understandable for the “Can evaluate if necessary”-
expert
◦ Use illustrations, tables, charts, diagrams
◦ Why is it an important problem?
◦ Why should this project be financed? Is the researcher and the
host a good match?A Personal Career Development Plan is foreseen! • A Career Development Plan should be established jointly by the supervisor(s) and the researcher at the beginning of the project • Must be mentioned in the proposal • Is a deliverable early in the project • If the host organisation have a career development strategy for its employees, make sure to describe it
2. Impact Impact on three levels (MSCA work programme): ➢ Impact at researcher level ➢ Impact at organization level ➢ Impact at system level Why should the EU spend money on you and your project? Why will EU funding, as compared to other funding, make sense in your project? Explain the European added value!
Dissemination and communication Understand the difference, and don’t confuse them: • Dissemination and exploitation is about the results of the action (project), and is targeted at peers. https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/grant- management/dissemination-of-results_en.htm • Communication is to show how the research, training and mobility contribute to «Innovation Union» goals, and account for public spending. Public outreach is key. http://ec.europa.eu/research/participants/data/ref/h2020/other/gm/h2020-guide-comm_en.pdf https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/grant- management/communication_en.htm Prepare to develop concrete strategies/plans
33
3. Quality and Efficiency of the Implementation
– A clear work plan – when, what, who, how etc.
◦ For the research
◦ For the project management
◦ Include a Gannt chart
– Provide description of work packages: Research, Management,
Dissemination, Outreach/Communication, Training, etc.
– Description of major deliverables, milestones and secondments if
relevant
– Risk management, describe what you will do if you cannot follow the
plan
– Describe infrastructure at the host organisation, but also how it is
involved in the execution of a successful project
Dette bildet av Ukjent forfatter er lisensiert under CC BY-SA-NC34
Section 4. CV of the Experienced Researcher
- 5 pages max
Section 5. Capacity of the Participating Organisations
- List of participating organisations (one page, table)
- One page for each organisation, table)
Section 6. Ethical issues
- If you flagged any ethical issues in Part A, See GfA for
Proposal structure: guidance
- No ethical issues: Provide headline and state that there
Part B-2 are no issues.
Section 7. Letter of Commitment (only Global Fellowships)
- See requirements in Guide for applicants, no template
- If missing, the application will be inadmissable21.04.2020 35
Kolumnetittel
The money21.04.2020 36
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Institutional unit cost
Researcher unit cost (person/month) (person/month)
Research,
training and Management
Mobility Family networking and indirect
Very simple budget! Living allowance* allowance allowance costs costs
Two types of unit costs: 4880 euro 600 500 800 650
- Researcher unit costs
- Institutional unit costs
Subject to taxes and social
security deductions!!
*Living allowance is adjusted by Country Correction Coefficients found in WP37
Illustration! Will vary between
What is in my paycheck?
countries and host organisations!!
• Living allowance = gross amount
Social security/
– Deduct social security costs
mandatory employer
– Income tax tax /pension
• Mobility and Familiy allowance may Your net
be included in your annual salary Income paycheck
and you may have to pay tax on it tax
• Ask host/provide info to the fellow about the salary
• The living allowance can only be used for the purpose of
salary, must be checked at the end of the fellowship38 Institutional unit costs Research training and networking, €800/month Management and indirect costs, €650/month • Training and networking activities that • To be used for the management of the action contribute to the career development • Research expenses • Unused amounts may be used for other • Visa-related fees and travel expenses action-related purposes • Additional costs during secondments • Unused amounts may be used for other action- related purposes (increased salary, additional training activities)
21.04.2020 39
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TimelineWhat happens when?
21.04.2020 41
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Statistics and results21.04.2020 42
MSCA IF 2019 5000
Scientific age (years since PhD)
Kolumnetittel
4500
4000 Data from 2018 call
9709 proposals evaluated
– 1475 proposals on Main list (~15,2%) 3500
3000
– 655 proposals on Reserve list
2500
2000
– Applicants: 58% male, 42% female
1500
– Main list: 56% male, 44% female
1000
500
– Evaluated resubmissions: 1576
0
– Main list: 347 (~22%) PhD in progress 0-3 years 4-6 years 7-9 years 10-12 years 13-15 years +15 years
mainlist proposals
PhD in 10-12 13-15
progress 0-3 years 4-6 years 7-9 years years years +15 years
proposals 852 4423 2281 1089 510 249 272
mainlist 82 654 344 177 59 22 13
success
rate 9,62 % 14,79 % 15,08 % 16,25 % 11,57 % 8,84 % 4,78 %Results MSCA IF – Norwegian host institution
successrate, all applications
Norwegian successrate
Norwegian host institutions Norwegian Evaluated Suggested for
20% 300 applications applications funding
18% 273
250
16%
2014 84 10
14% 207 200
# applications
2015 102 6
Success rate
12% 175
10% 148 150
2016 148 22
8%
102 100 2017 175 28
6% 84
4% 2018 207 25
50
2%
2019 273 40
0% 0
2014 2015 2016 2017 2018 2019IF-2019: Funding range
21.04.2020 46
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Advice47
• Read the Guide for Applicants and the Work
Programme carefully!
• Write the first half page of your proposal very
Advice
carefully, it’s where you catch or loose the interest
of the evaluator
• Describe everything, do not assume that the
evaluators know the (Norwegian) system
• Do you think something is irrelevant for your
proposal/topic – address it anyway! The successful
applicants do!
• Link webpages!
– Evaluators are NOT supposed to look at them
– But they MAY have a peak…48 • Figures/illustrations/ pictures are sometimes better than words, and makes reading less boring… Advice • 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? • Ask somebody to do a mock evaluation, use the evaluation forms • The proposal can be submitted repeatedly before the deadline, don’t leave it until the last minute!
49 Relevant web pages • Calls: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/home • MSCA: http://ec.europa.eu/msca • EURAXESS: https://euraxess.ec.europa.eu/ • Net4Mobility: https://www.net4mobilityplus.eu/scientific-community/ • European Charter for Researchers: https://euraxess.ec.europa.eu/jobs/charter/european- charter • MSCA on Facebook: https://www.facebook.com/Marie.Curie.Actions • MSCA on Twitter: @MSCactions • And lots of useful links in Annex 2 in the IF Guide for applicants (GfA)
21.04.2020 50
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Other informationWidening Fellowships 51 Widening countries under H2020: • Member States: Bulgaria, Croatia, Cyprus, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Luxembourg, Malta, Poland, Portugal, Romania, Slovakia and Slovenia. • Associated Countries: Albania, Armenia, Bosnia and Herzegovina, Faroe Islands, Former Yugoslav Republic of Macedonia, Georgia, Moldova, Montenegro, Serbia, Tunisia, Turkey and Ukraine. • part of the Work Programme "Spreading Excellence and Widening Participation“, not the MSCA Work Programme • applicants submit their proposal to the MSCA-IF-2020 call • only if your host institution is in a widening country, tick the box in section 5 in Part A (online submission form) When ranking list for MSCA-IF-2020 call is finalised: • EF proposals to widening countries on the Main list of MSCA-IF-2020 will be funded under that call. • Proposals not selected for funding and that have a chance to be funded under the WF call will be automatically resubmitted and considered for funding under the widening call, within the limits of the available budget.
52 Top-up financing for outgoing MSCA fellows Goal: To stimulate those who have not yet been mobile out of Norway • MSCA Individual fellowship (12-24 months) – PhD from a Norwegian university • MSCA Innovative Training Networks (3 – 36 months) – MSc or similar from Norwegian university • Must have spent at least 5 of the previous 8 years in Norway • Continous submission • https://www.forskningsradet.no/en/call-for-proposals/2020/top-up-financing-of-outgoing-msca-fellows/
21.04.2020 53
MSCA Special Needs Allowance Kolumnetittel
• Lump sum contribution of up to EUR 60 000
• For researchers whose disabilities* are such that their participation in the
MSCA would not be possible without extra financial support
• Only beneficiaries of ongoing MSCA grants can apply (IF, ITN, RISE, Cofund)
• One proposal per individual researcher
• Costs for acquisition of special needs items or services
• Costs that are covered by national social security or health insurance are
not eligible
* long-term physical, mental, intellectual or sensory impairments21.04.2020 54
Kolumnetittel
Horizon Europe (2021 – 2027)Horizon Europe: Preliminary structure
Pillar 1 Pillar 2 Pillar 3
Excellent Science Global Challenges and Innovative Europe
European Industrial
Competitiveness
• Health
European Research Council • Culture, Creativity and European Innovation Council
Inclusive Society
Clusters
• Civil Security for Society European innovation
Marie Skłodowska-Curie • Digital, Industry and Space ecosystems
Actions • Climate, Energy and Mobility
• Food, Bioeconomy, Natural
Resources, Agriculture and European Institute of
Environment Innovation
Research Infrastructures
and Technology
Joint Research Centre
Widening Participation and Strengthening the European Research Area
Widening participation and spreading excellence Reforming and Enhancing the European R&I system
Excellent Science (Pillar 1): reinforcing and extending the
excellence of the Union’s science baseMSCA 2021-2027: under construction 1. MSCA Doctorates → networks training doctoral candidates 2. MSCA Postdocs → postdoctoral researchers 3. MSCA Staff Exchanges → any type of research(-related) staff 4. MSCA COFUND → co-funding training programmes 5. MSCA and Citizens → public outreach events
2. MSCA Postdocs
• Continue supporting post-doctoral research and careers
• Clarify and simplify, a single action with 2 destinations
• Deliver skilled people to academia and beyond
• Intensify exposure/secondments to (training in) entities beyond academia
• Improved guidance towards career development (plan & supervision)?
• Manage the increasing demand to maintain high-quality selection
• Limit research experience
• Require PhD degree
• Restrict resubmissions below quality threshold60
Be strategic as a host – use EU programmes for
further synergies
• Key Action 1: Learning mobility of individuals
– Support for mobility for students and staff, in Europe and to/from other
parts of the world
– Erasmus Mundus Joint Masters Degree
• Key action 2: Innovation and best practices
– Strategic partnerships
– Knowledge Alliances
– Capacity building
• Key action 3: Support for policy reform
• Jean Monnet
https://diku.no/ressurser-og-verktoey/erasmusEURAXESS
-jobs / EoIs
-rights
-moving abroad
-…
https://euraxess.ec.europa.eu/jobs21.04.2020 62
Kolumnetittel
Register as an expert
evaluator !
https://ec.europa.eu/info/funding-
tenders/opportunities/portal/screen/
work-as-an-expert63
Thanks for listening and get in contact
if you have questions!
Marie Skłodowska-Curie Actions
National Contacts Points in Norway:
Berit Sundby Avset
bsa@rcn.no, ph. 93059324
Per Magnus Kommandantvold
pmk@rcn.no, ph. 92247635
@MarieCurie_NCP21.04.2020 64
Kolumnetittel
Participation in the MSCA
as a supervisor
Svenn-Erik Mamelund, research professor at
the Work Research Institute (AFI), Oslo
Metropolitan University
https://www.forskningsradet.no/nyheter/2020/pandem
iforsker-med-stort-utbytte-av-marie-curie-ordningen/Questions & Answers Net4Mobility+ faq: https://www.net4mobilityplus.eu/faq/ MSCA faq: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/support/faq Still haven´t found what your looking for? Send us an e-mail!
66
Thanks for listening and get in contact
if you have questions!
Marie Skłodowska-Curie Actions
National Contacts Points in Norway:
Berit Sundby Avset
bsa@rcn.no, ph. 93059324
Per Magnus Kommandantvold
pmk@rcn.no, ph. 92247635
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