Innovative Training Networks (ITN) 2020 - Marie Skłodowska-Curie Actions
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Marie Skłodowska-Curie Actions Innovative Training Networks (ITN) 2020 Part 1: National Contact Points in Norway: Berit Sundby Avset and Per M. Kommandantvold Part 2: Coordinator for EDULIA ITN: Senior Researcher Paula Varela from NOFIMA @MarieCurie_NCP #MSCA & #ITN RESEARCH FOR INNOVATION AND SUSTAINABILITY
Introduction to MSCA Statistics What is an ITN? Timeline Award criteria Comments and advice The money The future
3 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/
5 MSCA key features Career development and training of researchers ✓ Open to all domains of research and innovation ✓ Bottom-up approach ✓ Open to all career stages and nationalities ✓ International, intersectoral and interdisciplinary ✓ Attractive career and knowledge-exchange opportunities through mobility ✓ Development of knowledge and enhancement of skills ✓ Promotion of attractive working and employment conditions
• Innovative Training Networks 6 ITN • Host driven, early-stage researchers (network recruiting ~PhD students) • Individual Fellowships IF • Individual, experienced researchers • Incoming & outgoing post-docs MSCA: • Research and Innovation Staff Exchange 2014 – 2020 • Exchange of all types of research staff the different 6 162 million € RISE with ‘Third Countries’ and/or non- actions academic sector • COFUND COFUND • Cofunding e.g. national schemes • European Researchers’ Night NIGHT • Outreach & communication
MSCA ITN 2020 budget allocation Deadline: 14. January 2020 Call opens: 12. September 2019 Budget: Overall indicative budget 530.00 mill EUR • European Training Networks 445 mill EUR • European Joint Doctorates 40 mill EUR • European Industrial Doctorates 45 mill EUR Increase from 2019: 60 mill EUR
So, what´s new? (for re-submitters) • Updated definitions (Academic, Non-Academic sectors, secondments) • Clarification of EJD requirement on supported researchers • Clarification of secondments • Updated instructions for Institutional Letter of Commitment (EJD) • Updated instructions for partner organisation Letter of Commitment and new Template • Footnote added on recruitment in EID • Updated Note on visa costs • Update of Operational Capacity assessment during evaluations • Updates in the evaluation process description • Update of the Resubmission procedure • Clarification added on the List of Participating Organisations and updated table regarding participation in other projects or similar proposals submitted under the same call.
Purpose of ITN: To train a new generation of researchers Policy objectives: ▪ Train a new generation of creative, entrepreneurial and innovative researchers ▪ Raise excellence and structure research and doctoral training ▪ The right combination of research– related and transferable competencies ▪ Prepare for careers in both academic and non-academic sectors ▪ Trigger cooperation and exchange of best practice among participants 18.09.2019 11
18.09.2019 12 Definition of ESR Early-stage researcher is someone who at the date of recruitment by the beneficiary is in his or her first four years of their research career and have not been awarded a doctoral degree.
What is an ITN? • A consortium of organisations from different countries and sectors • Propose a joint research training programme • Recruit ESRs (early stage researchers) across the consortium – each ESR has an Individual Research Project – ESRs must comply with the MSCA mobility rule – max 12 months in the country of their host in the 3 years prior to recruitment. – ESRs may come from any country in the world • Advanced research skills and transferable skills training – local and network-wide • Networking events • Secondments for each ESR to another sector (academic to non-academic, or vice-versa)
The three ITN modes European European Training European Joint Industrial Network (ETN) Doctorate (EJD) Doctorate (EID) Project duration 48 months Minimum 3 academic 2 beneficiaries 3 beneficiaries participant beneficiaries 2 countries 3 countries requirements: 3 countries 2 sectors + Partner organisations from any sector (no min or max) Early stage researchers (ESR) funded 3 to 36 months 15 ESRs (for 36 months) 5 ESRs* /15 ESRs No educational PhD (50% of time degree required Joint/Double PhD in non-academic (PhD typical) sector) * For a two –beneficiary project
What are the ’sectors’ in MSCA? Academic Non-academic • Industry • Universities/ University Colleges • Government/public organisations • Public Research Organisations • Other • Private-Non-Profit Research organisations ▪ UK: 80% of the PhD candidates gets a job in the non-academic sector ▪ Norway: 40 % of the PhD candidates plan to look for a job outside research1 Participation of the non-academic sector is a must! 1 NIFU Rapport 2017:10 18.09.2019 15
Participants in ITNs Bene- ficiary 1. Beneficiaries (incl. Coordinator) Bene- Bene- ▪ recruit, host and train researchers ficiary Coord ficiary ▪ sign the Grant Agreement 2. Partner organisations inator ▪ do not recruit researchers ▪ host short secondments and/or Bene- Bene- ▪ contribute to training activities ficiary ficiary ▪ do not sign the Grant Agreement Recommended sizes of ITNs: Training Secondments ▪ ETN: 6-10 beneficiaries ▪ EJD: 4-8 beneficiaries Partner organisations 18.09.2019 16
Secondments – if added value! The purpose of secondments in MSCA is to expose the researchers to other environments, preferably in another sector. • A planned, longer stay at another beneficiary or at a partner • The ESR receives training and supervision at the secondment host • Must be relevant, feasible, beneficial for the researcher and in line with the project objectives • ETN: Up to 30% duration of recruitment period • EID: Secondments must not be in conflict with the requirement of minimum 50% time in the non- academic sector. • Can be pursued in any country, also outside of Europe.
Which countries can participate? ▪ Member States (MS) and Associated Countries (AC) can participate as beneficiaries or partner organisations ▪ There can be > 1 beneficiary from the same country but: Max 40.00% of the budget can go to one country ▪ Non-European countries can be beneficiaries or partners, but “High income” countries (e.g US, Australia and Japan) cannot receive funding, thus must be Partner Organisations 18.09.2019 18
19 BREXIT scenarios? • «No Deal» /»hard» BREXIT: UK participants will by 29. March 31.October (?) be «third country participants», and may not receive EU funding or participate as coordinators or beneficiaries. MSCA does not allow for 3rd country coordination. Funding to 3rd countries: Annex A of the general work programme for H2020. • BREXIT with a deal? – Temporary deal for H2020 lifetime, no change until 31.12. 2020. Underwrite guarantee from UK Gov. Associated country temporary. – «Norway»-solution: EEA access to FP as associated country • No BREXIT – no worries! Right now, nobody knows. Best information for the moment: • https://www.forskningsradet.no/en/news/2019/what-does-brexit-mean-for-norwegian-horizon-2020-participants/ • https://www.gov.uk/government/publications/horizon-2020-funding-if-theres-no-brexit-deal/horizon-2020-funding-if-theres-no-brexit- deal--2 • https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/743864/horizon-2020-government- overview-27-september-2018.pdf • https://www.ukro.ac.uk/
Getting the concept right ITN is not a Research Project It is a Research Training Programme 18.09.2019 20
Central quality elements of an ITN proposal ▪ Develop a comprehensive programme vision ▪ Provide an integrated training and research strategy ▪ Develop a realistic management, financial and institutional strategy ▪ Recruit excellent students and deliver value to them 18.09.2019 21
Joint recruitment strategy and involvement Management Supervisory ESR2 board The ITN project: B1 WP 1 ESR1 Consortium An illustration B2 meetings B3 ESR5 Joint training ESR7 B4 ESR6 activities B5 ESR9 B6 WP 3 Dissemination & WP 2 ESR10 Recruitment communication ESR3 ESR4 ESR8 Secondments Partner P3 contribution P1 P2 to joint tasks
The project as Personal Career Development Training through research seen from the ESR Plan in an individual, personalised project Recruited by beneficiary • open process, preferably Supervisor at host coordinated at consortium organisation, (co- level supervisor at • 3-36 months, max length and secondment host if PhD-enrolment encouraged relevant) Networking through Seconded to partner or secondments, short visits and other beneficiary, max consortium-wide joint 30% of the total workshops/summer schools recruitment period (ETN) Representation of 1-2 Training in “transferable skills”, at Exposure to (non-) ESRs in the Supervisory host, at partner organisations, academic sector board and/or through (annual) consortium-wide workshops Must make sense for the training of the ESR
Proposal structure and award criteria Kolumnetittel 18.09.2019 24
25 The proposal consists of two parts Part A Part B • Section 1: General information about the • B1: Max length 34 pages in total. proposal; – Start page (1 page) • Section 2: Data on participating organisations – Table of contents (1 page) (list of beneficiaries and additional table for – Participating organisations (2 pages) partner organisations (manual entry)); – The proposal description (30 pages) • Section 3: Budget (request for funding in • B2: no overall page limit terms of person-months); – 4. EID specific requirements • Section 4: Ethics issues table; – 5. Participating organisations (max 1 page • Section 5: Call-specific Question (Open per beneficiary, and ½ per partner) Access) – 6. Ethics issues: If yes in part A, a self- assessment must be included – 7. Letters of commitment
Award criteria for ITN 2020 The award criteria match the headings and structure of part B of the proposal. Sub-headings in part B help you to further structure the proposal and add content.
18.09.2019 27 1. Excellence (50%) Quality, innovative aspects and Quality and innovative aspects of credibility of the research the training programme (including programme (including transferable skills, inter/multidisciplinary, inter- inter/multidisciplinary, inter- sectoral and, where appropriate, sectoral and, where appropriate, gender aspects) gender aspects) Quality of the supervision Quality of the proposed (including mandatory joint interaction between the supervision for EID and EJD participating organisations projects)
18.09.2019 30 1. Excellence • What is the over-arching goal of your ITN? • Why is your consortium best suited to reach this goal? • State the objectives for the research. • What is the state-of-the-art, and how will you go beyond this? • Give an overview of the training, including events. • What will the non-academic partners contribute with? • Quality of the supervision for each ESR
18.09.2019 31 Weaknesses found in unfunded ITNs: EXCELLENCE • Poorly focused research theme/overall goal->cohesiveness not demonstrated • State of the art poorly explained->novelty not demonstrated • Unclear research objectives • Overambitious research objectives • No link to EU policies on research careers/research training • Training programme is unfocused and not clearly presented • Transferable skills poorly addressed esp. those related to innovation and entrepreneurship • Insufficient local training opportunities (at each ESR’s host organisation) • Poorly thought-out network wide training opportunities • Lack of detail on supervision experience of the proposed supervisors • Unstructured supervision plans (including lack of clarity on preparation and monitoring of Personal Career Development Plans, no information on frequency/methods of student-supervisory team meetings) • Only one supervisor per ESR (no joint supervision arrangements)
2. Impact (30%) 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 your training network? Why will EU funding, as compared to other funding, make sense in your project? Explain the European added value!
18.09.2019 33 2. Impact Kolumnetittel Enhancing the career perspectives and employability of researchers and contribution to their skills development Contribution to structuring doctoral/early-stage research training at the European level and to strengthening European innovation capacity, including the potential for: a) Meaningful contribution of the non-academic sector to the doctoral / research training (as appropriate to the implementation mode and research field) b) Developing sustainable (= lasting) joint doctoral degree structures (for EJD only) Quality of the proposed measures to exploit and disseminate the results Quality of the proposed measures to communicate the activities to different target audiences
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. http://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 the «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
18.09.2019 35 Weaknesses found in unfunded ITNs: IMPACT • Comments on how the proposed programme will structure doctoral/early stage research training in Europe are missing • Potential synergies with other doctoral/research training programmes (at EU or national level) are not described • The role of the non-academic sector in the training programme is limited, limiting the impact of the programme to structuring training at EU level. • Comments on the lasting impact of the ITN (continuation after completion of the programme) are missing. • The contribution of the non-academic sector to the doctoral training is not described in sufficient detail (especially for EID). • Lack of detail on external communication/dissemination methods • Unclear how communication/dissemination activities will be advertised to potential participants • Poorly defined/lack of public engagement strategy
18.09.2019 36 3. Implementation (20%) • Work plan, tasks and resources. Work Packages, deliverables, milestones, indv. ESR research projects, (no GANTT chart) • Management structure, risks and contingency plan • Infrastructures/facilities in light of tasks • Competences, complementarity and commitment
Management • Grant agreement with EC – signed by all Beneficiaries • Consortium agreement – mandatory for all Beneficiaries. Recommended to include Partners • Supervisory board – mandatory – Representatives of all Beneficiaries and Partner organisations – Other stakeholders, optional – Best practise: Representation from the ESRs
18.09.2019 38 Weaknesses found in unfunded ITNs: IMPLEMENTATION • WPs are only about research, with no WPs for management, dissemination/communication, training etc. • The content of the WPs is poorly described (lack of detail on methodology) • The descriptions of the Individual ESR projects (all or some of them) are lacking in detail – cannot understand precisely what they will do • Decision making and conflict resolution strategies are not clear • No ESR representative on the Supervisory Board • Poor gender balance in management structure • One or all of the organisations has not provided details on the appropriate available infrastructure for the research training programme (especially for secondments at partner organisations) • The complementarity between the capabilities of the organisations (in light of their tasks in the programme) has not been made clear.
Evaluation • Choose one of the eight panels – Chemistry (CHE) – Physics (PHY) – Mathematics (MAT) Keywords and descriptors! – Life sciences (LIF) See Annex 7 in “Guide for – Economic sciences (ECO) Applicants” – ICT and Engineering (ENG) – Social Sciences & Humanities (SOC) – Environment & Geosciences (ENV) • All evaluation is carried out remotely – Minimum 3 disciplinary experts. Virtual consensus meeting if necessary. – ETN – Proposals are ranked by disciplinary panel – EID and EJD: final ranking in separate EID and EJD panels
The money Kolumnetittel 18.09.2019 40
Financial aspects ITN 1 unit = • Simple budget! Two types of unit costs: 1 month of – Researcher unit costs; eligible ESR – Institutional unit costs Institutional unit cost Researcher unit cost (Person/month) (Person/month) Research, training Mobility and networking Management and Living allowance* allowance Family allowance costs indirect costs 3270 600 500 1800 1200 *Living allowance is adjusted by Country Correction Coefficients (Norway = 130,6%)
Statistics Kolumnetittel 18.09.2019 42
18.09.2019 43 Success rates and Norwegian participation Kolumnetittel 12% 350 300 10% 250 8% 200 6% 150 4% 100 50 2% 0 0% 2014 2015 2016 2017 2018 2019 2014 2015 2016 2017 2018 2019 Norske deltakelser (beneficiaries) suksessrate, alle søknader norsk suksessrate, søknader Søknader mede norsk deltakelse (beneficiaries)
Current state of play in ITN
Cut-offs 2019 http://ec.europa.eu/research/participants/portal/doc/cal l/h2020/msca-itn-2019/1857601-h2020-msca-itn-2019_- _flash_call_info_with_cumulative_percentiles_en.pdf
Timeline Kolumnetittel 18.09.2019 50
• Opening of call: 12. September 2019 • Deadline for submission of proposals: 14. January 2020 at 17:00:00, Brussels local time • Evaluation of proposals: February – April 2020 What happens when? • Information on the outcome of the evaluation: June 2020 • Indicative date for the signing of Grant Agreem.: September 2020 • Possible start of project: October 2020 or later
Comments from evaluators, advice and web pages Kolumnetittel 18.09.2019 52
18.09.2019 53 Essential advice to take into consideration Kolumnetittel • The proposal is not a research proposal, but a proposal for a training programme in research • The weighting of criteria is 50% - 30% - 20%. You need to perform at close to 100% on each • The employability of the early-stage researchers (fellows) is key, in and outside of academia • The Guide for Applicants is a must-read, and the Net4Mobility handbook is great help • Follow the template • Start early. It takes time to develop an ITN consortium and training programme • Be innovative, think outside of the box • Be detailed, address it all • Your reviewers may not be specialists in your field, give them reasons to rank you highly
18.09.2019 54 Essential advice to take into consideration Kolumnetittel • Figures/illustrations/pictures are sometimes better than words and makes reading less boring… • Write part B, leave it for 1-2 weeks, read it carefully again. Have you explained everything in a clear language that the evaluators will understand in the way they are meant to understand it? • Ask someone to do a mock-up evaluation, use the evaluation forms http://ec.europa.eu/research/participants/data/ref/h2020/call_ptef/ef/2018-2020/h2020- call-ef-msca-itn-2018-20_en.pdf (From last year – no update so far) • In the 2018 call, almost 12% of the 976 evaluators were from the private sector. Will they be pleased? • Budget: Discuss the RTN-allowance distribution with partners and beneficiaries at an early stage
Common pitfalls I • Unclear research objectives • State of the art/progress beyond poorly explained • Lack of inter-/multidisciplinarity • Gender aspects ignored • High complexity of proposal • Non-academic sector neglected • Proposal not easy to read • 40% rule is not respected (eligibility) • No clear communication or dissemination plan • Individual ESR-projects poorly explained
Common pitfalls II ▪ Training programme is unfocused and not clearly presented ▪ Local host training opportunities not used ▪ Not using network wide training opportunities ▪ Balance between the two ▪ Non-academic contribution to the training is poor ▪ Transferable skills neglected ▪ Risk management neglected ▪ Impact section neglected ▪ No mention of Personal Career Development Plans
18.09.2019 57 Non-academic sector in ITN: Some advice from Norwegian proposers (in Norwegian…) https://www.forskningsradet.no/sok-om-finansiering/internasjonale-midler/sok-horisont-2020/tips-fra- noen-som-har-lykkes/
58 • The 2020 ITN call on Participant Portal: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/opportunities/topic- details/msca-itn- Relevant 2020;freeTextSearchKeyword=;typeCodes=1;statusCodes=31094501,31094502;programCode=H2 020;programDivisionCode=31047830;focusAreaCode=null;crossCuttingPriorityCode=null;callCode =Default;sortQuery=openingDate;orderBy=asc;onlyTenders=false;topicListKey=topicSearchTableP web pages ageState • Marie Sklodowska-Curie Actions: http://ec.europa.eu/mariecurieactions • EURAXESS: http://ec.europa.eu/euraxess/index.cfm/general/index • Net4Mobility, web page of the MSCA NCPs: http://www.net4mobility.eu/ncp-doc.html and http://mariecurieactions.blogspot.no/ • Cordis (funded projects): http://cordis.europa.eu/projects/home_en.html • IP management in MSCA: https://www.iprhelpdesk.eu/sites/default/files/newsdocuments/Fact-Sheet-IP-Management-in- H2020-MSCAs.pdf • The Research Council of Norway H2020 web page: www.forskningsradet.no/Horisont2020
The next framework programme: Horizon Europe (2021 – 2027)
60 Proposed structure for Horizon Europe 2021 - 2027 Budget: 94,1 billion euro Excellent Science Global Challenges and Industrial Open Innovation (25,8 b. €) Competitiveness (52,7 b. €) (13,5 b. €) • European Research Council Clusters • European Innovation Council (EIC) (ERC) • Health • Innovation Ecosystems • Marie Skłodowska-Curie • Inclusive and Security Society • European Institute of Innovation and Actions (MSCA) • Digital and Industry Technology (EIT) • Research Infrastructures • Climate, Energy and Mobility • Food and Natural Resources Others • Non-nuclear direct actions of the JRC Strengthening the European Research Area (2,1 mrd. €) • Spreading excellence • Reforming and enhancing the European R&I system
MSCA in Horizon Europe, supporting: 1. Doctoral Training Networks → PhD students 2. Postdoctoral Fellowships → postdocs 3. Staff Exchanges → any type of research staff 4. Synergies → co-funding training programmes 5. European Researchers’ Festivals → public outreach events
62 Top-up financing for outgoing MSCA fellows Objective: 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 • «new» open-ended call will open soon: http://www.forskningsradet.no/
63 Be strategic as a host – use also other 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 good practices – Strategic partnerships – Knowledge Alliances – Sector Skills Alliances – Capacity building • Key action 3: Support for policy reform • Jean Monnet Actions https://diku.no/ressurser-og-verktoey/erasmus
64 Thanks for listening, and get in contact if you have questions! 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
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