Welcome to the QUEST Researchers Meeting!
Greta Küppers, Heiner Igel
Contractual rules
Architecture of the Grant Agreement
Core
GA
Core Grant Agreement
+ Annexes
Annex I
I.
II.
III.
IV.
V.
VI.
VII.
Technical Annex - Description of Work
General conditions
Specific provisions for ITN
Form A: accession to the grant
Form B: request for accession of a new beneficiary
Form C: Financial statement
Form D: Term of Reference for the CFS; Form E: ToR for
the certificate on methodology
Annex I: Description of work
Annex I
Each recruited
fellow should
receive a copy!
Joint research programme, recruitment
planning, training, milestones and
deliverables (no deviation allowed; before
deciding on any modification, we have to
contact our PO)
All reports (Progress, Periodic, Mid-term,
Final) will be assessed with respect to Annex
I
Annex III: Specific rules for ITN
Annex II
Each
recruited
fellow should
receive a copy
Part A: Implementation of the
project
•
Performance obligations
•
Selection of researchers
•
Beneficiary‘s relationship with
the researcher
•
Confidentiality, Publicity
Part B: Financial Provisions
•
Eligible costs, interests
Part C: Intellectual Property
Rights
•
Access Rights
ITN Recruitment
Eligible Researchers
Types of Researchers:
1.
2.
Early Stage Researchers (ESR)
Research experience ≤ 4 years
No PhD
Duration of appointment: 3-36 months (typical appointments is 36 months)
Experienced Researchers (ER) still in their early career
PhD or at least 4 years of research experience
Duration of appointment: 3-24 months
-
NB: total research experience ≤ 5 years
Overall network: at least 80% ESR
An individual researcher may NOT be supported as an Early Stage
and Experienced Reseracher within the same ITN!!!!
… Eligible Researchers
5 Years Experience:
Initial Training Networks are limited to researchers in the first 5 years
of their career at the time of recruitment.
Experience is calculated at date of appointment
… Eligible Researchers
Nationality:
Researchers can be nationals of any country other than the country of the
premises of the host organisation where they will carry out their project.
Exceptions:
-
international organisations: CERN; ESRF; etc.
-
researchers with more than one nationality: can be recruited in the country of
nationality in which he/she has not resided during the previous 5 years;
-
researchers who have legally resided and have had their principal activity
(work, studies, etc.) in a third country for at least 3 out of the last 4 years
… Eligible Researchers
Mobility:
•
Researchers must not have resided or carried out their main activity in the
country of the host for more than 12 months in the 3 years immediately prior
to their recruitment
–
Exception: international organisations: CERN; ESRF; etc.
Researchers Entitlements: Marie Curie Fellows
1.
Marie Curie Fellows should have:
-
Employment contracts!!! , pension, full social security, maternity leave
etc.
2.
Reseachers made aware that they are Marie Curie Fellows and of their
rights and obligations:
-
Reserachers Z-Card distributed to fellows at the beginning of their contract
Allowances…
… for the benefit of the fellow:
•
paid regularly: monthly/bi-monthly/weekly
•
Living Allowance:
–
•
Fixed amount of 34.500 € yearly for ESR, and 53.000 € yearly for ER
(as specified in Work Programme 2008), adjusted for country of host
institution = correction coeffient ( i.e. Czech Republic 77,2% France
104, 4%; Germany 101, 5%; Ireland 113, 3%; Italy 103, 9%; Netherlands
101,2%; Slovak Rep. 82,2%; UK 109,2%)
Mobility Allowance:
–
Fixed amount depending on the family status at date of recruitment( i.e.
500 € monthly for researchers without a family and 800 € monthly for
researchers with familiy), adjusted for country of host institution
Allowances…
… for the benefit of the fellow:
•
Travel Allowance:
–
Fixed amount (< 500 Km = 250 €; 500- 1.000 Km = 500 €; 1.000 -1.500 Km = 750 € etc.)
specified in Work Programme 2008 as well as in Appendix I to Annex I, depending upon the
distance from country of origin to country of host institute.
–
As Travel Distance Calculator please use the following links:
•
http://www.freemaptools.com/how-far-is-it-between.htm
•
http://www.geobytes.com/CityDistanceTool.htm?loadpage
By country of origin is meant the place where the researcher was residing or carrying out his/her main
activity when taking up recruitment at the start of his/her initial training activities unless (s)he has resided
or carried out his/her main activity for less than 12 months in this location immediately prior to this date.
In the latter case, the location of origin is the capital city of the country of his/her nationality. In case of a
researcher holding more than one nationality, the location of origin is the capital city of the country where
the researcher was residing for the longest period during the last 5 years prior to his/her recruitment.
For researchers eligible to receive travel allowances, the allowance is based on the direct distance (in a
straight line) between the place of origin and the host institution of the researcher, calculated on the basis
of one payment for every period of 12 months or less, when the first period or the last one is less than
12 months. Only one travel allowance shall be paid per period of 12 months, independently of possible
interruptions or stays with different partners.
Example of Budget Planning for ESR…
Example of Budget Planning for ER…
Researcher Contract
Agreement between the fellow and the institution
(see Annex III, Article III.4)
•
Salary
–
Living, mobility and travel allowances
–
payment arrangements
–
any deduction
•
Conditions of work
•
Description of the research project
•
Signed by both parties
–
Does not need to be sent to the REA
Declaration on Conformity submitted through SESAM
(access only through the coordinator!) – Signed Original to
be sent to the REA just after the recruitments MANDATORY
Career Development
•
Personal Career Development Plan (agreed between the fellow and the
supervisor)
•
–
short and long-term development goals
–
training needs including complementary skills
–
scientific objectives
Career Exploratory Allowance
–
fixed amount of €2.000
–
for each researcher with a stay of at least one year
Complementary Training
•
Career appropriate skills
–
for example: communication, IPR, ethics, grant writing, commercial exploitation of
results, research policy, entrepreneurship, language classes, etc.
•
Conference and workshop attendance
–
eligible costs not to be charged to the researchers
Tuition Fees
•
Should not be charged to the researcher
•
Services charged for in tuition fees are eligible expenses
–
•
can be charged to the contract but NOT to the cost categories A to C (allowances
entirely for the benefit of the reseacher). Tuition fees can be charged to category
E or H.
For more details consult the note on tuition fees:
–
ftp://ftp.cordis.europa.eu/pub/fp7/docs/eligibility_of_tuition_fees.pdf
ITN Finances and Budget
General funding principles
•
Eligible costs
–
Actual
–
Related to the objectives of the project, consistent with the principles of economy,
effeciency and effectiveness
–
Recorded into accounts of beneficiary
–
Incurred during the duration of the project
•
except costs incurred in relation to final reports and reports corresponding to
the last period as well as Certificates on Financial Statements when requested
at the last period and final reviews if applicable (up to 60 days after the end of
the project)
Contribution of the Union to the ITN
Contribution of the Union to the ITN
•
Eligible costs – activities carried out by the researchers:
– all allowances cover gross salary paid to the researcher and
include employer social security charges > net salary results from
deducting all compulsory social security contributions as well as
direct taxes from the gross amounts.
– reference date for family situation is the date of recruitment
– parental leave: eligible costs = employer costs under national law
(if mandatory and not refundable)
• to be checked with the Project Officer on casa-by-case
Contribution of the Union to the ITN
Contribution of the Union to the ITN
•
Claimed costs – Organisation of events:
–
Meeting and conference attendance, participation in training actions, research
costs for recruited fellows: category D
–
organisation of internal network events (technical meetings, training events not
open to external researchers but just for researchers within the network): category
E
–
organisation of international conferences, workshops and events open to
researchers from outside the network: category F
•
Participant list to be kept!
Reporting
Project Assessment Reports
•
Progress report
•
Mid-Term review
•
Periodic report
•
Final report
•
Distribution report
Questionnaires
Three types of Questionnaire to be submitted by MCA-fellows
to assess integration into the research environment and training, career
progress, etc. at three different stages of their fellowship:
•
Mid-term assessment questionnaire – at Mid-Term Review
•
Evaluation questionnaire – at the end of the felloship
•
Follow-up questionnaire – 2 years after fellowship
Contractual obligation by each beneficiary to
ensure that each researcher completes ALL
questionnaires, provided by the REA. Therefore
please KEEP CONTACT DETAILS of your
researchers
Declaration on Conformity
•
To be submitted via SESAM by each beneficiary for each
recruited researcher to Coordinator
•
Declaration on conformity is required ASAP after
appointment of researcher
•
Print-out copy of Declaration on Conformity must be
duly signed by both researcher and host institution and
sent per post to the REA through the Coordinator
Contract Implementation
RESPECT THE EMPLOYMENT CONTRACT AS AGREED
DURING NEGOTIATION
Research should be recognized as a profession
and researchers as professionals
THANK YOU FOR YOUR ATTENTION