Ceratium
helping research happen
Marie Curie Fellowships (People)
Dr Ritchie Head
Overview
• People program in FP7
• Types of Fellowship
– Intra European Fellowship
– International Incoming Fellowship
– International Outgoing Fellowship
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•
•
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The proposal process
The proposal
Evaluation
Information and tips
FP7 Structure
FP7 structure
COOPERATION
IDEAS (European Research Council)
Health
Food, Agriculture & Biotechnology
ICT
NMP Tackling major research themes
together…
Energy
Environment (inc. Climate change)
Transport (inc. Aeronautics)
Socio-econ. Science & Humanities
Security & Space
Starting
researcher
grants
Putting independent
bright ideas to
work for Europe…
Advanced investigator grants
PEOPLE (Marie Curie)
Initial training of researchers
Lifelong learning & career development
Want a scientificpartnerships
career in Europe…?
Industry-academia
International dimension
Specific actions
CAPACITIES
Research infrastructures
Science in society
Top facilities for top scientists…
Research for the benefit of SMEs
Activities of INCO
Regions of knowledge
Coherent development of policies
Research potential
MS/AC Countries
• The European Union Member States are:
– Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark,
Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland,
Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United
Kingdom.
• The Associated Countries are:
– Albania, Bosnia and Herzegovina, Croatia, the Former Yugoslavian
Republic of Macedonia, Iceland, Israel, Liechtenstein, Montenegro,
Norway, Serbia, Switzerland, Turkey.
•
•
Note that the association agreement between the European Union and the
Faroe Islands has become provisionally applicable on 1 January 2010.
ICPC = International Cooperation Partnership Countries
– ftp.cordis.europa.eu/pub/fp7/docs/icpc-list.pdf
Intra-European Fellowship
for Career Development
• Support for training & career development
• Experienced researchers
• Mobility rule
– Move form 1 MS/AC to another
• Career restart option
• Project duration 12-24 months
• Joint application: researcher and host
FP7-PEOPLE-2010-IEF
IEF: Fellowship in Life long training
and career development
• Purpose
– Attain/Strengthen leading independent position
– Or resume R&D career
– Complement existing skills
– Acquire new skills/competences
– Inter/multidisciplinary and/or intersectoral mobility
– Reintegrate after trans-national mobility
Individual Research Projects are a
PLATFORM to achieve these aims
...........significant career advance
International Incoming Fellowship
• Support for training & career development
• Experienced researchers
• Mobility rule
– Move from a third country to a MS/AC host
– For a return phase return host must be in ICPC
• Project duration 12-24 months (+12 M return)
• Joint application: researcher and host
– and return host ?
FP7-PEOPLE-2010-IIF
IIF & IOF: International dimension
• Purpose of IIF
(World Fellowships)
– Research project transferring knowledge into Host
• Main Activities
– Fellow joins a team without fellow’s experience
– Establish a cooperation with third country (lab)
• Long term
– Gain new knowledge in European Lab
“EU” HOST
– ToK 2 way transfer • Experienced
• Active R&D
• Co-write bid
Current Lab
• 12-24 month
• Project
• KT 2 way
• 12 month
• Collaboration
• ICPC
Return host
International Outgoing Fellowships for
Career Development
• Support for training & career development
• Experienced researchers
• Mobility rule
– Move from a a MS/AC host to an outgoing third
country host; return host in MS/AC
– Return phase mandatory at BATH
• Project duration 24-36 months (12M is return)
• Joint application: researcher and return host
FP7-PEOPLE-2010-IIF
IIF & IOF: International dimension
• Purpose of IOF
(World Fellowships)
– Advanced training @ 3rd Country institution
– Fellow from MS/AC transferring knowledge into Europe
• Main Activities
– Research Project prepared with Return Host
– Agreed Personal Development Plan
– Significantly develop/broaden competences
• Multi/inter disciplinary
• Intersectoral experience
• Complimentary skills
• Experienced
• Active R&D
• Co-write bid
Current Lab
3rd Co HOST
• 12-24 month
• Project
• KT 2 way
• 12 month
• Mandatory
• Contracting Org
Return host
IEF/IOF: Try something new!
IIF: Bring something new!
ACTIVITIES
• Training through research: personalised project
• Hands on training
– Scientific skills / techniques
– Complementary Skills
• Knowledge transfer
– Inter -sectoral/-disciplinary
• Building collaborations
• Scientific and financial management (project)
• Organisational skills
– Training or dissemination events etc
Things to keep in mind
Research
Skills
Knowledge
Transfer
Project
(sub-tasks)
Other Skills
New
techniques
IEF: Personal Career Development Plan
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•
•
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When? Start of project
Why? Research training and Scientific Objectives
Meet the researcher’s needs
Reference/Management Plan towards
Professional Development goals
Who is eligible? “experienced”
• Researchers of any nationality
• Must demonstrate mobility
• Experienced: either a doctoral degree or at least
4 years’ full-time equivalent research
experience, after obtaining a degree permitting
you to embark on a doctorate.
• Generally,
– IEF: at a host organisation in an EU or Associated
Country other than your own.
– IIF: Third country
– IOF: Bath and third country
Simple guides!
Who are Host Organisations
• “Legal entity”
– National Gov. or Public Org. (Universities; Res.
Centres)
– Commercial enterprises
– Non profit (NGOs etc)
– International European Interest Organisation (e.g
CERN; EMBL)
– Joint Research Centre of the EC
Process…
TIME:
European Union
2-3 months preparation
The Seventh Framework Programme
Evaluation of
project
Approval
Calls for
proposals
2-3 months writing
Submission
Response
Partners
3 months negotiation
Long term … ambitious …
collaborative … R&D
Proposal
writing
Project idea
3 months evaluation
Project start
Negotiation
Technical stuff!
• Research Executive Agency (REA) manage PEOPLE
• Respect page numbers!
• Follow the Guide For Applicants suggested layout
– EPSS template
• Font > 11pt (clear one!)
• Page layout. A4 all margins > 15mm (plus
header/footer)
• Submisson via EPSS
– Submit early and resubmit as you progress
Application: EPSS
• Register www.epss-fp7.org/epss
– See guide
– Experienced researcher should register, ie. The “proposal
coordinator”
• Forms A generated by software
– Completed using EPSS
– Participant Identification Code (PIC).....from Host Research Office
– Referees assessment (uploaded)
• Form B – a template / structure
– Uploaded as PDF < 10MB
– Care naming file!
– “Clean” document
“Generic” Proposal Structure
• Part A (Admin)
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–
–
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A1 Info on proposal
A2 Host details
A3 Info on researcher
A4 Funding request
Call Fiche
Work Programme
Guide for Applicants
Evaluation Criteria in GA
• Part B (Proposed work)
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B1 Scientific & Technical Quality
B2 Training (ToK in IIF)
B3 Researcher
B4 Implementation
B5 Impact
B6 Ethical/Gender Issues
Form B
• Maximum length 25 pages
– Excluding TOC; Ethical Issues; Start/end pages
– Proposal ACRONYM header
– Page numbering footer “Part B – Page X of Y”
– Start/End Page structure given
– TOC structure advised
B1 Scientific and Technological Quality (8 Pages)
S&T Quality including any interdisciplinary & multidisciplinary aspects
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•
•
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State of the art
S&T objectives to advance state of the art
What will the results/deliverables be
RATIONALE:
– Scientific & technological reasons
– Socio-economic reasons
• Interdisciplinary & multi- disciplinary aspects; intersectoral
B1: S & T Quality
Research Methodology
• How will you structure?
– Work package? / tasks and subtasks?
– Ensure clear and easy to follow
– Consider how you relate to training and
implementation
– Highlight new methods/techniques
• Advantages / disadvantages
Example: research methods
Task Title: T1. Section of candidate
compounds
Start: Month 0 End Month: 6 Person Effort:
1.5 months
Objective: O1: to identify 6 compounds
effective in reducing biofilm by over 75 %
Methods:
Subtask 1.1
1.N
New techniques/skills
In 1.1 Atomic force Microscopy will .....
Advantage/disadvantage
Results:
D1.1
IMPLEMENTATION
WORKPLAN (GANTT)
Link to SOTA advance
Link to overall project
TRAINING / HOST
CAPACITY
WORKPLAN (GANTT)
IMPACT
TRAINING
IMPACT
B1: S & T Quality
• Originality & Innovative nature
– Advance the SOTA in field
– What is your ambition?
– Novel approaches / ideas
• Timeliness and relevance
– Why this and why now?
– Fit against SOTA
– Why European level?
– Contribution to EU excellence / ERA?
B1: S & T Quality
• Host scientific expertise
– Experience on the topic
– IOF: outgoing & return
Projects
Previous
Training
Publications
• Scientist in charge
Track
record
• Quality of the Group
– Training experience
– IOF: outgoing & return
• Gender issues?
Patents
ETC
International
Collaborations
B2: (IEF) Training (2 Pages)
• Clarity and quality of training objectives
– What are they?
– .......WHY?
• Relevance/quality of scientific training
• Relevance/quality of complimentary skills
• Host expertise in training (for IOF: outgoing & return)
– Outline training, mentoring/tutoring of researchers
– Capacity to deliver
LINK TO WORKPROGRAMME
Where you
are now
Skills and
capabilities
needed
Step change
in career
B2 Complimentary Skills
Project
Management
Proposal
Preparation
Financial
management
Knowledge
Networking
Management
Fellowship
Activities
Organisational
Skills
etc.
Scientific
writing
Supervisory
skills
B2: (IIF) Transfer of Knowledge: ToK (2 Pages)
• Potential of ToK to European host and/or bring Knowledge to Europe
– How will research project effectively Transfer Knowledge
– E.g. Incorporation of new skills, techniques, etc
• Clarity and quality of ToK objectives
– What are they?
– .......WHY?
• Relevance/quality of scientific expertise of fellow
• Mechanisms for ToK at Host
– Outline training, mentoring/tutoring of researchers
– Capacity to deliver
LINK TO WORKPROGRAMME
Where you
are now
ToK and
capabilities
needed
Desired
change in
capabilities
B3 Researcher (7 pages)
• Research Experience
– Scientific/Professional CV
Academic achievements
Other professional activities
Other relevant information
• Research Results
– 250 words (total) to summarise
3 major accomplishments
•
•
•
•
Purpose
Results
Skills acquired
Derived applications etc
Projects funded
Publications
Teaching
Patents
Reports
Invitations to conferences
B3 Researcher (2)
• Independent thinking & leadership
– Examples of initiative; independent thinking
– What project management skills?
Outline Potential
For Future
– When has leadership been shown?
development
• Match fellow’s profile to project
• Potential for reaching a position of professional
maturity
– What measures are in place or forseen to help
• Potential to acquire new knowledge and skills
– Describe with examples/ specifics
B3 IIF Researcher
• Independent thinking & leadership
– Examples of initiative; independent thinking
– What project management skills?
– When has leadership been shown?
• Match fellow’s profile to project
• Potential for reaching a position of professional
maturity
– What measure are in place or forseen to help
• Potential to transfer new knowledge and skills
– Describe with examples/ specifics
B4 Implementation (1) (6 pages)
• Quality of Infrastructures/facilities
– Focus on relevance and (European) strengths
– Convince on ability to deliver
– IOF: outgoing & return
– Capacity for complimentary skills to aid reintegration
– Return hosts qualities and capabilities to absorb
and use experience of the returning fellow. How?
B4 Implementation (2)
• Practical arrangements for implementation
and management
– How will you manage the project?
– How will implementation take place?
– Practicalities of delivering
• International collaborations
– Host added value to collaborations
– Justification- international research excellence
IOF: Details for outgoing and
return host as appropriate
Pert Diagram – a tool?
WP1
Project management
Objective:
Results
WP2
Title:
Objective:
Results:
WP3
Title:
Objective:
Results:
WP5
Title:
Objective:
Results:
WP6
Exploitation plan
Objective:
Results:
WP4
Title:
Objective:
Results::
Gantt Chart: useful
Tasks
WP1
1.1
Evaluation of
enzymes
Identify enzymes for
screening
1.2
Assess efficacy
1.3
Mechanisms of
action
1.4
Produce report
WP2
2.1
Enzyme-binder
composite
Survey of pot.
functions
Year 1
3
6
9
Year 2
12
15
18
Year 3
21
24
27
30
33
M1
D1
M2
Increase relevance to skills or ToK
36
Return Phase project
IOF: return phase is mandatory to
coordinator.
IIF: return phase is optional.
If proposal has return phase, tasks must be
described and workplan included
B4 Implementation (3)
• Feasibility and credibility of the project,
including work plan
– Workplan with goals (link clearly to B1 and 2)
– Describe how new knowledge (IP) will be managed
•
•
•
•
•
Protection
Dissemination
Exploitation
Precise as possible
Include timing!
Policy makers
WHAT?
Academia
WHO TO?
Project
Industry
RESULTS
WHY?
HOW?
Communtiy
B4 Implementation (4)
Practical and Administrative arrangements and support
for hosting fellow?
• Responsibilities – who? when? why?
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–
–
–
–
–
–
–
–
HR issues
Chaperone/mentor
Induction
Accommodation (immediate / longer term)
Schools/childcare
Local government
Language skills
Socialising
IOF: Details for outgoing and
etc
return host as appropriate
B5 IMPACT (1)
• Potential of acquiring complementary competencies
– How will new skills/knowledge be gained
– What impact on research leadership (maturity) position
• Contribution to Career development / reestablishment
– Fellowship contribution to medium/long term career goals
– Or how will fellowship help re-establish research career
– Link to rationale for project, skills needs and training
– In all cases be specific: link to fellowship activities
B5 Impact (2)
• Contribution to European Excellence &
European Competitiveness
– Increase in attractiveness of Europe for researchers
– Competitiveness
• Support knowledge economy
• Retain expertise; develop leadership
– Long-term synergies and /or structuring effects
• Collaborations
• Networks
B5 Impact (3)
• Benefit of mobility to the European Research
Area (ERA)
• Genuine mobility!
– Significantly different geographic & working
environment (to past work places)
B5 (IIF) IMPACT (1)
• Potential for creating long-term collaborations and mutually
beneficial cooperation between Europe and the Third country
–
–
–
–
Beyond end of fellowship
Potential of acquiring complementary competencies ?
How will new skills/knowledge be gained and shared ?
Link to rationale for project, skills needs and training
– Long-term synergies and /or structuring effects
• Collaborations
• Networks
– In all cases be specific: link to fellowship activities
B5 (IIF) Impact (2)
• Contribution to European Excellence & European
Competitiveness
– Increase in attractiveness of Europe for researchers
– Add to research excellence in public and PRIVATE
sectors
• Sharing and application of new knowledge transferred and
developed by highly qualified researchers embedded in EU
R&D
– Competitiveness
• Support knowledge economy
• Retain expertise; develop leadership
B5 (IIF) Impact (3)
• Benefit of mobility to the European Research
Area (ERA)
• Genuine mobility!
– Significantly different geographic & working
environment (to past work places)
B5 (IOF) IMPACT (1)
• Potential of acquiring complementary competencies to
improve prospects of reaching and or reinforcing a position
of professional maturity, diversity and independence, in
particular through exposure to complimentary training
– How will new skills/knowledge be gained
– How will skills and knowledge be transferred from 3rd country
– What impact on research leadership (maturity) position
• Contribution to Career development / reestablishment
– Fellowship contribution to medium/long term career goals
– Or how will fellowship help re-establish research career
– Link to rationale for project, skills needs and training
– In all cases be specific: link to fellowship activities
B5 (IOF) Impact (2)
• Contribution to European Excellence &
European Competitiveness
– Increase in attractiveness of Europe for researchers
– Competitiveness
• Support knowledge economy
• Retain expertise; develop leadership
– Long-term synergies and /or structuring effects
• Collaborations
• Networks
B5 (IOF) Impact (3)
• Benefit of mobility to the European Reaserch
Area (ERA)
• Genuine mobility!
– Significantly different geographic & working
environment (to past work places)
• Potential for creating long term cooperation and
mutually beneficial cooperation between
European and 3rd country
European Research Area
http://ec.europa.eu/research/era
Unified AREA:
• Enable researchers to move and interact seamlessly, benefit
from world-class infrastructures and work with excellent
networks of research institutions;
• Share, teach, value and use knowledge effectively for social,
business and policy purposes;
• Optimise and open European, national and regional research
programmes in order to support the best research
throughout Europe and coordinate these programmes to
address major challenges together;
• Develop strong links with partners around the world so that
Europe benefits from the worldwide progress of knowledge,
contributes to global development and takes a leading role in
international initiatives to solve global issues
European Research Area
http://ec.europa.eu/research/era
Unified AREA:
• Mobility and access
• Knowledge Exchange & Transfer
• Optimise opportunities, build on what exists
• Global networks and activities
B6 Ethics
• Well described.
• Not evaluated but must meet requirements
• Good ethic site on Europa
– http://cordis.europa.eu/fp7/ethics_en.html
MAIN ETHICS ISSUES THAT MUST BE ADDRESSED
· Informed consent
· Human embryonic stem cells
· Privacy and data protection
· Use of human biological samples and data
· Research on animals
· Research in developing countries
· Dual use
Financial Planning
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•
•
•
Cost for fellowship and directly related costs
Host organisation to cover other costs
Eligible expenses for activities of researcher
Eligible expenses for host organisation for the
benefit of the researcher
• Grant covers upto 100% of budget
Allowances for fellow
• Monthly living allowance
– UK Coefficient 125.6
– Applied to both
• Mobility allowance
– Exceptions!
Researcher Category
EUR/year
Experienced (<10 years)
56400
Experienced (>10 years)
84500
If no employment contract 50% of above
• Travel allowance
• Career development (€2000)
Contributions to host
• Participation expenses
– Lab based €800 per researcher month
– Non Lab based €300 per researcher month
• Management
– €700 per researcher month
– Upto 20% total direct costs
– Coefficient applied
IEF Example
IEF Example
Evaluation: Panel
• Independent, transparent peer review process
• Predetermined Criteria
• Panels
CHE Chemistry
SOC Social & Human Sciences
ECO Economic Sciences
ENG Information Science and
Engineering
ENV Environment &
Geosciences
LIF life Sciences
MAT Mathematics
PHY Physics
IEF only: Career Restart Panel
Evaluation IEF
Evaluation IIF
Evaluation IOF
Scoring IEF
When writing your proposal...
• Divide your effort over the evaluation criteria
– Many proposers concentrate on the scientific element,
don’t lose marks by light treatment of other sections
• Think of the finishing touches which signal quality work to a
busy evaluator:
– Clear language and no assumptions
– Well-organised contents, following suggested structure
– Useful and understandable diagrams
– No typos, no inconsistencies and obvious paste-ins, no
numbers which don’t add up, no missing pages etc
When writing your proposal...
• Make it easy for the evaluators to give you high marks.
– Make sure you submit the latest, complete version of your
proposal
– Don’t write too little; cover what is requested
– Don’t write too much
– Don’t leave them to figure out why it’s good, tell them why
it’s good
– Leave nothing to the imagination
Sources of help
• RDSO @ Bath
• Ritchie Head [email protected]
• Marie Curie help desk UKRO
www.ukro.ac.uk/mariecurie/index.htm
• The European Charter for Researchers and the Code of Conduct
for their recruitment
http://ec.europa.eu/eracareers/pdf/am509774CEE_EN_E4.pdf
• IPR help desk
http://www.ipr-helpdesk.org/
• Marie Curie Pages http://cordis.europa.eu/fp7/people/home_en.html
Ceratium
helping research happen
Thank you
Questions?