MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society

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MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MARIE SKŁODOWSKA CURIE ACTIONS -
POSTDOCTORAL FELLOWSHIPS (MSCA-PF)

        Research Support Office
            Jeanette Bröms
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
OUTLINE

MSCA-PF (1.5h)
 •   Part 1 - The basics
 •   Part 2 - Proposal B1
 •   Part 3 - Experiences from applying (Dr. H. Sharma)
 •   Question time
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MSCA-PF:
THE BASICS
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
HORIZON EUROPE

EU FRAMEWORK PROGRAMME 2021-2027

        Budget: €95.5 billion
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MSCA - KEY FEATURES

               •   All career stages and
                   nationalities
               •   All research fields
               •   Bottom-up approach
               •   International, intersectoral and
                   interdisciplinary mobility (3 I´s)
               •   Opportunities for knowledge
                   exchange and career
                   development
               •   Attractive working and
                   employment conditions
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MSCA ACTIONS

                         €6.6 billion
                  Marie Skłodowska-Curie Actions

Doctoral      Staff      Postdoctoral
                                            COFUND   MSCA &
Networks   Exchanges     fellowships
                                                     Citizens
  (DN)        (SE)           (PF)

                                    European
                                    fellowship
                                        (EF)

                                      Global
                                    fellowship
                                        (GF)
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
PF                             MSCA-PF CALL

     • Main objectives:

         - Foster excellence
         - Via mobility equip researchers with new skills and competences
         - Support researchers career development

            13             14
           April
           2022     -     Sept
                          2022
                                           Success rate ~14 - 18%
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MSCA-PF – TWO TYPES

                   European                       Global
               Fellowships (EF)              Fellowship (GF)

Nationality?    Any                    National* or long term resident**
                                       of EU Member state or Associated
                                       country

Destination?    EU Member states or    Third country, i.e. outside of Europe
                Associated countries   (outgoing phase)

Duration?       12-24 months           24-36 months
                                       (includes a 12-month return phase to
                                       Europe)

                                                               * Citizenship
                                                               ** ≥5 consecutive yrs
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MSCA-PF – BEFORE YOU START

•   MSCA-PF are research and training projects

•   The proposal should reflect your training needs

•   Imagine yourself in 3-5 years from now
    → make a plan how to get there

•   Analyze your career
       What are your strengths?
       What knowledge do you need?
       Who can help you overcome your weaknesses?
       Where can you do it?
       What other skills may be useful?
MARIE SKŁODOWSKA CURIE ACTIONS - POSTDOCTORAL FELLOWSHIPS (MSCA-PF) - Research Support Office Jeanette Bröms - Umeå Postdoc Society
MSCA-PF – HOW TO FIND A
                HOST/SUPERVISOR?

Best option: look among your contacts and networks

If this fails….

                    https://www.net4mobilityplus.eu/eoi/

                    https://euraxess.ec.europa.eu/jobs/hosting/search
MSCA-PF - HOST

Beneficiary:
•   Organisation in an EU Member state or Associated country

•   Public or private, from academia or not

•   Employs, supervises and trains the fellow during the project

         Requires: - Experienced supervisor with the “right” track record
                   - Good resources and capacity
                   - A process for integrating the researcher in the team

Associated partner:
•   Additional organisation required for the GF outgoing phase and for
    Placements
PF                       MSCA-PF - FELLOW

     •   PhD degree or successfully defended thesis by time of call
         deadline

     •   Max 8 years research experience after (first) PhD award date
               Not counting towards the maximum:
               e.g. parental leave, long-term sick leave, compulsory national
               service, work outside research

     •   Not resided or carried out “main activity” in the country of the
         host* for more than 12 months in the 3 years immediately prior
         to call deadline

                                                               * Host = Associated partner of
                                                                       outgoing phase (GF)
MSCA-PF – COMPLYING WITH THE
                        MOBILITY RULE

European Fellowships (EF)

  • Ex. Australian citizen incoming to Sweden (UmU). Already at UmU, but will have
    resided/had main activity for less than 12 months by 14th Sep 2022.

  • Ex. Swedish citizen. Postdoc in USA for 2 years. Now wants to re-integrate to
    Sweden. Activity time in Sweden less than 12 months during the 3 years dating back
    from call deadline.

Global Fellowship (GF)

  • Ex. Long-term resident in Sweden, currently in Sweden. Outgoing phase to Australia
    (where no previous activity), then return to Sweden.
MSCA-PF –
               SECONDMENTS AND PLACEMENTS

      • Optional and relevant stay at another Host institute (described in B1)

                Secondments                            Placements
Destination:    Any country worldwide                  EU Member state or
                                                       Associated country
Sector:         Any sector                             Non-academic sector only

Duration:       Up to 1/3 of fellowship (EF);         Up to 6 months;
                Up to 1/3 of outgoing phase (GF);     After fellowship
                During fellowship (dividable)

Supporting      None                                   Letter of commitment (B2)
document.:
MSCA-PF – APPLYING

•   For information, templates, guides – see Funding & Tenders Portal
    https://ec.europa.eu/info/fundingtenders/opportunities/portal/screen/opportunities/topic-search

                                                                          • Guide for applicants
                                                                          • MSCA work programme 2021-2022
                                                                          • Online guide for proposal
                                                                            submission
                                                                          • Information on the evaluation
                                                                            process
                                                                          • Proposal template
                                                                          • Grant agreement template and
                                                                            annexes
                                                                          • Etc
MSCA-PF – EVALUATION
                       CRITERIA

         Excellence                                       0 —Can not be assessed
                                Impact         Implemen   1 —Poor
           50%                                  -tation
                                 30%                      2 —Fair
                                                 20%      3 —Good
                                                          4—Very good
                                                          5—Excellent

                      Priority in case of ex-aequo
             1                      2                3

•   1 year penalty period for proposals that score below 70%

•   Resubmissions: address weaknesses from the evaluation report,
    make updates, improve your project if needed
MSCA-PF – EVALUATION
                          PROCESS

•   8 evaluation panels

•   Use of external experts
    (selected based on keywords in part A)

•   Individual evaluation → consensus →
    panel → evaluation report to applicants

•   Seals of Excellence to unfunded
    applications with score ≥ 85%
MSCA-PF – PROPOSAL

A - Administrative form           B - Description of action (B1 + B2)

 Researcher information
 Beneficiary information
 Gender Equality Plan
 Budget
 Ethics Self-Assessment
 Security Self-Assessment
 Keywords

     Completed online                 Download template and upload
MSCA-PF – BUDGET STRUCTURE

     x CCC
     (1,254 for
     Sweden 2022)

                         For the researcher                    Indirectly for     Directly for
                                                              the researcher    the institution

Incoming postdoc to Umeå: Ca 44,431 SEK/month (no family) or 48,638 SEK/month (with family)
MSCA-PF – PROPOSAL PART B

                                  Max 10
B1:                               pages

B2:                               No page
                                  restriction
MSCA-PF:
FOCUSING ON THE
  B1 PROPOSAL
MSCA-PF – OUTLINE PART B1

Divide the 10 pages as you wish – but be sure to follow the
proposal template (important!)
EXCELLENCE

Sections 1.1 + 1.2 + 1.3 + 1.4
PF        1.1 – CLARITY AND PERTINENCE OF THE PROJECT´S
              RESEARCH AND INNOVATION OBJECTIVES…

 • Introduction, aim and objectives

     What is     What is the   Why not       Who      What’s your   Why you?   What’s the
     it about?   problem?      solved yet?   cares?   new idea?     Why now?   impact?

          Understandable also for the non-experts

 • State-of-the-art
          Up-to-date references - also from you/your supervisor!
          Highlight how the project will progress the research “beyond s-o-t-a”.

        Many reviewers decide whether they like/dislike your proposal
        already after reading 1.1 – so write it carefully!
1.2 – SOUNDNESS OF THE PROPOSED METHODOLOGY….

For each Objective describe:

 •   Steps/methods you will take
 •   Experiments, techniques, equipment to be used and why
 •   Challenges with chosen methods - how overcome
 •   Expected outcome

       Inter/multidisciplinary aspects
 +     Gender and diversity aspects
       Open science practices
       Research data management
1.3 - QUALITY OF THE SUPERVISION, TRAINING AND
      THE TWO-WAY TRANSFER OF KNOWLEDGE

•   Supervision
                               Publication record

          Expertise in the
          research topic                            International
                                                    collaborations

                                                     Experience in supervising/
    Prestigious awards and                           training of PhDs, postdocs
    grants, incl. EU funding
                                    Patents

    •   In case of a GF… you have to describe this for both Supervisors…
•   Training and Transfer of knowledge

        From host to fellow – ”Training”

    •    What knowledge and skills will you will acquire from the host?
    •    How will you acquire it?
    •    How will this help your future career? → In depth in 2.1 (Impact)

    Example:
    To become successful at grant writing (skill), I will co-write grants with my supervisor and
    participate in the workshops on grant writing organized by the Umeå University Research
    Support Office (how). This will help me attract my own funding, which is key for establishing
    myself as an independent group leader (career).
Do not focus only on the Research skills in your training!

Research skills
- project-related, will advance your competency in the research field
- e.g. learning new techniques, methods, instruments

Transferable skills
- broader, transferable to future employments
- e.g. project management, grant writing, teaching, public speaking,
  leadership, problem solving, networking
•   Transfer of knowledge

        From fellow to host

    •    What knowledge and skills will you transfer to the host?
    •    How will you do it?
    •    How will this benefit the host? Demonstrate that you will fill an
         important gap!

    Example:
    During my PhD, I have gained extensive experience in various cell-based assays to assess the
    immunomodulatory function of candidate compounds (skill). I will transfer this knowledge to the
    host lab, in the form of workshops and seminars, and by mentoring students in the lab (how).
    As the host lab intends to implement these techniques in various projects in a near future,
    acquiring his new skill will be highly valuable (benefit).
1.4 - QUALITY AND APPROPRIATENESS OF THE
RESEARCHERS EXPERIENCE, COMPETENCES AND SKILLS

Summarise your career:

 - Where have you been and what you
   have learned there?
 - How will these experiences/skills help
   you achieve this project?
IMPACT

Sections 2.1 + 2.2 + 2.3
2.1 - CREDIBILITY OF THE MEASURES TO ENHANCE THE
 CAREER PERSPECTIVES AND EMPLOYABILITY OF THE
                   RESEARCHER …

Impact on your career

  - How will the planned research and training
  advance your career after the fellowship?
  - How will you reach set career goals
  (e.g. get an ERC, become senior lecturer or
  group leader….)
2.3 - THE MAGNITUDE AND IMPORTANCE OF THE
      PROJECT’S CONTRIBUTION TO THE EXPECTED
     SCIENTIFIC, SOCIETAL AND ECONOMIC IMPACTS

Impact on science
     Scientific advances, new knowledge, new tools/methods etc

Impact on society
     Reduced CO2 emissions, decreased mortality, raising consumer
     awareness, improved policies etc

Impact on economy/technology
     New products or services for market, increased efficiency,
     decreased costs etc

Only include impacts where your project makes a significant and direct
contribution! Indicate magnitude and importance. State target groups.
2.2 – SUITABILITY AND QUALITY OF THE MEASURES TO MAXIMISE
     EXPECTED OUTCOMES AND IMPACTS, AS SET OUT IN THE
          DISSEMINATION AND EXPLOITATION PLAN…

     Also in gantt chart (3.1)

  Motivate your target audience and how you will engage with them.
  Be specific when describing activities!
IMPLEMENTATION

Sections 3.1 + 3.2
3.1 – QUALITY AND EFFECTIVENESS OF THE WORK PLAN,
    ASSESSMENT OF RISKS AND APPROPRIATENESS OF THE
            EFFORT ASSIGNED TO WORK PACKAGES

•   Describe your work packages (WPs), including their deliverables
    and milestones

                                                     Risks

              Objectives        Work packages                     Deliverables
                                 (sub-projects)                    (outcomes)
                                                   Milestones
                                                  (checkpoints)

•   Timing of work packages and their components + gantt chart

•   Identified risks and strategies to mitigate risks

      A contingency plan is a must-have!
How to connect your different WPs?

Research WPs can run concurrently or sequentially and can be
interconnected

               Parallel WPs                     Sequential WPs

                                       Objective 1   Objective 2   Objective 3
                   WP1
 Objective 1

                                          WP1          WP2          WP3
 Objective 2       WP2

                   WP3
 Objective 3                                                                     time

          Incoherent!                                 Too risky!
                                  37
How to connect your different WPs? Cont.

Research WPs can run concurrently or sequentially and can be
interconnected

                 Parallel WPs                            Sequential WPs

                                                Objective 1   Objective 2   Objective 3
                     WP1
 Objective 1

                                     WP4           WP1          WP2          WP3
 Objective 2         WP2

                     WP3                                         BP2
 Objective 3                                                                              time

               Add Synthesis (WP4)                    Add back-up plans (BP2)
               Introduce Synergies                    Proof of concept for WP1
                                           37
3.2 - QUALITY AND CAPACITY OF THE HOST
INSTITUTIONS AND PARTICIPATING ORGANISATIONS,
       INCLUDING HOSTING ARRANGEMENTS

 •   Quality and capacity of host(s)
      Infrastructure, Facilities, Equipment, Logistics
      + Table 5.2 in B2

 •   Hosting arrangements
      The research group(s)/environment as a whole
      How you will be integrated in the team and host institution(s)
         (e.g. weekly meetings, seminar series, training courses, social
         activities, induction days, administrative support, networking
         opportunities)
COMMON ERRORS

Elaborate “Excellence” section, but underdeveloped
“Impact” and “Implementation” sections – ran out of time!

Unclear aims and objectives

Template/structure not followed

Essential parts disregarded

Over-ambitious

Not enhancing training/career
SOME TIPS ON THE WAY

Supervisor and Host

•   Chose the right supervisor/host for you
•   Involve the supervisor in writing the project

The Project

•   A PF proposal is not a research proposal as such, but a proposal
    for training in research
•   Make sure the project will expand your skills as a researcher
•   Don´t be overambitious – keep the work plan realistic
•   Be explicit (not general)
SOME TIPS ON THE WAY

Style and Presentation

• Make it accessible – evaluators will be experts but not at the
  level of detail as you are
• Bring the project to life and easy to follow – include diagrams,
  images, tables
• Use bold, italics or underlined to highlight important points

Do Your Research

•   Look at successful MSCA projects (abstracts) on CORDIS
•   Ask successful fellows for their application
•   Read Call Documents and Guides for Applicants carefully
•   Do not forget anything (avoid deduction of points)
HOW CAN WE AT RSO HELP YOU WITH YOUR
               MSCA-PF PROPOSAL?

We provide:
• A start-up meeting where we discuss the call/requirements/
  your project
• Written feedback on draft proposals as many times as you need
• Help with the budget
• Help if problem at submission (add us as ”Other contact
  persons” in Part A!)

           Contact us:

          Email: rso@umu.se
Best of luck with applying!

     Thanks for listening
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