David LauderExt: 5213E-mail DDL1

Funding for Mobility in FP6

Aims of Today

• Understand how Marie Curie Actions fit within FP6

• Where necessary, learn the jargon!• Understand how Marie Curie actions have

changed since FP5• Understand the range of different Marie

Curie actions• Understand how Marie Curie actions work• Stimulate interest in applications

(Useful) Jargon you will learn

• Associated, Candidate, 3rd State• Early-Stage and Experienced Researcher• Difference Between a Host and an

Individual Fellowship• Horizontal Programme• Travel and Mobility Allowance

EU Member States: Austria, Belgium, Denmark, Finland, France,

Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Portugal,

Spain, Sweden, UK

EEA Countries:Iceland, Liechtenstein, Norway

Association Agreement Countries: Israel, Switzerland (tbc)

Candidate Countries: Bulgaria, Cyprus, Czech Republic, Estonia, Latvia,

Lithuania, Hungary, Malta, Poland, Romania, Slovakia, Slovenia,

Turkey

Third Countries: INCO (Developing, Mediterranean, Russia and CIS), all

other countries

Countries Participation in FP6

FP6: Detailed Structure

Sp

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Ac

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Wid

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Life Sciences, Genomics and Biotechnology for HealthLife Sciences, Genomics and Biotechnology for Health

Information Society TechnologiesInformation Society Technologies

Nanotechnologies and Nanosciences, Nanotechnologies and Nanosciences, Knowledge-BasedKnowledge-Based MultifunctionalMultifunctional Materials andMaterials and

New Production Processes and DevicesNew Production Processes and Devices

Aeronautics and SpaceAeronautics and Space

Food Quality and SafetyFood Quality and Safety

Sustainable Development, Global Change and EcosystemsSustainable Development, Global Change and Ecosystems

Citizens and Governance in the Knowledge SocietyCitizens and Governance in the Knowledge Society

Co-ordination of Research Activities Development of RTD/Innovation Policies

Science andSociety

New/Emerging S&T and Policy Support

SME Activities

InternationalCo-operation

Innovation and SMEs

Human Resourcesand Mobility

ResearchInfrastructures

Thematic

Horizonta

l

Underpin

ning

Structuring the European Research

Area

Research and Innovation €290M

Human Resources and Mobility €1580M

Research Infrastructures €665M

Science and Society €80M

Overview of Marie Curie Actions

A look at the different Marie Curie Actions

Overview of Marie Curie Actions

• Host-Driven Actions – Marie Curie Research Training Networks

– Marie Curie Host Fellowships for Early Stage Research Training

– Marie Curie Fellowships for the Transfer of Knowledge

– Marie Curie Conferences and Training Courses

• Individual Actions– Marie Curie Intra-European Fellowships– Marie Curie Outgoing International Fellowships– Marie Curie Incoming International Fellowships

Overview contd.

• Excellence Promotion and Recognition– Marie Curie Excellence Grants– Marie Curie Excellence Awards– Marie Curie Chairs

• Return and Reintegration Mechanisms– Marie Curie European Reintegration Grants– Marie Curie International Reintegration Grants

Marie Curie Actions

• Marie Curie label generalised

• Opening of Actions to 3rd country nationals

• No age limit, but experience criterion

• Reintegration and return measures

• Excellence promotion measures

• Life-long learning concept

• Personal/family situation of researchers

New FP6 FeaturesNew FP6 Features

Marie Curie Actions

Host Driven ActionsHost Driven Actions• Host institutions/network

applies for a number of fellows/researchers

• Host’s proposal is evaluated• Selected host/network

advertises fellowship position and selects fellows/researchers

• Contract duration with host, usually 4 years

• Fellows’ stay depending on Action (up to 3 years)

Individual Driven ActionsIndividual Driven Actions• Researcher applies jointly with

host

• Fellows’ stay depending on Action

• Fellows withdrawing cannot be replaced

Human Resources and Mobility (Marie Curie Human Resources and Mobility (Marie Curie Actions)Actions)

Host Fellowships for Early-Stage

Conferences and Training Courses

Research Training Networks

ChairsAdvanced Lifelong

Training and Excellence

Early-Stage Training

Profile ofFellows

4 yearsexperience

or Ph.D.

< 4 yearsexperience

Teams Awards

InternationalFellowships

Host Fellowships for Transfer of Knowledge

Development Action Industry-Academia Partnership

Intra-EuropeanFellowships

Return and R

eintegration

Transfer of Knowledge

Marie Curie ActionsEligible Researchers

Level of Experience:

Early-stage Researchers

at the beginning of their career < 4 years of active research experience (e.g. researchers undertaking a doctoral degree);

Experienced Researchers

• at least 4 years of active research experience or • have obtained a doctoral degree. (For some Actions, researchers with more than 10 years of experience will not be eligible)

Marie Curie Actions

not a national of the State in which they plan to be appointed and carry out their research;

Exceptions: European researchers working outside the EU for 4 years in the last 5 years. Return and Reintegration Mechanisms.Multiple nationalities (if not resided in the last 5 years)International Organisations

has not been resident or worked/studied in that country for more than 12 months out of the 3 years immediately prior to either the time of application (individual Actions), or the start of their work (host Actions).

Mobility & Nationality Requirements

Marie Curie Actions

Opportunities for Individual ResearchersMember States and

Associated CountriesThird Countries

Experienced

Researcher

Experienced

Researcher Level of Experience

Type of Marie Curie Action

Ear

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Ear

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Research Training Networks u u u u

Host Fellowships for Early Stage Research Training u u

Host Fellowships for Transfer of Knowledge u u u uHos

t

Conferences and Training Courses u u u u

Intra-European Fellowships u u

Incoming International Fellowships u u

Indi

vidu

al

Outgoing International Fellowships u u

Grants for Excellent Teams u u u u u u

Chairs u u u u

Exc

elle

nce

Excellence Awards u u u u u

European Reintegration Grants u u u

International Reintegration Grants u u

u

Human Resources and Mobility (Marie Curie Human Resources and Mobility (Marie Curie Actions)Actions)

Host Fellowships for Early-Stage

Conferences and Training Courses

Research Training Networks

ChairsAdvanced Lifelong

Training and Excellence

Early-Stage Training

Profile ofFellows

4 yearsexperience

or Ph.D.

< 4 yearsexperience

Teams Awards

InternationalFellowships

Host Fellowships for Transfer of Knowledge

Development Action Industry-Academia Partnership

Intra-EuropeanFellowships

Return and R

eintegration

Transfer of Knowledge

Marie Curie Actions

• Host Fellowships for Early Stage Research Training

• Marie Curie Research Training Networks

• Marie Curie Conferences and Training Courses

Initial TrainingInitial Training

Marie Curie Actions

To develop the offer of structured research training;To stimulate the training and mobility of early stage researchers

• Application by host (Higher education, research centres, enterprises), who selects fellows

• Early stages of their career (<4 years experience)

• Structured training in research (incl. complementary skills)

• Single or Multi-partner Group (min 3 groups in 3 countries)

• Hosts select fellows: stays 3 months to 3 years

Host Fellowships for Early Stage Research Host Fellowships for Early Stage Research TrainingTraining

Marie Curie Actions

To stimulate early stage researchers through participation of conferences and courses

• Encourage junior researchers to benefit from the experience of leading researchers

• Variety of Actions (including virtual ones)

- series of conferences, summer schools, lab courses etc. on a theme or linked themes

- support for junior researchers in larger conferences selected for their training interest

• Duration from several days to 4 weeks

Marie Curie Conferences and Training Marie Curie Conferences and Training CoursesCourses

Marie Curie Actions

To stimulate the training of early stage researchers within an international collaborative research project

• Well defined collaborative research projects of recognised international stature

• Minimum 3 partners in 3 countries

• Flexible framework for the training and development of researchers

• Transfer of knowledge by experienced researchers if required by the project

• Promotion of multidisciplinary research• Networks select fellows for stays up to 3 years (incl. short stays)

Marie Curie Research Training Marie Curie Research Training NetworksNetworks

Marie Curie Actions

To create or develop true strategic and durable partnerships

• Application by Industry and academia partners from at least 2 different countries

• Co-ordinating host from industry or academia, with one or more partners from the other sector

• Funding of exchange of experienced researchers amongst staff members, in both directions (2-24 months)

• Includes SMEs, spin-offs, start-ups

Industry-Academia Strategic Partnership Industry-Academia Strategic Partnership SchemeScheme

Marie Curie Actions

To respond to the individual advanced training needs of the most promising experienced researchers to give them the necessary boost to become fully independent in their field

• Fellowships for experienced researchers(>4 years experience or PhD)

• Training through research, incl. life-long training or for resuming career

• Application by fellow in liaison with host

Advanced Training:Advanced Training:

Individual FellowshipsIndividual Fellowships

Marie Curie Actions

3 Individual Fellowship Actions:

• Intra-European: 1 to 2 years

- From and to EU and Associated Countries

• Outgoing: up to 2 + 1 years

- EU and Ass. Country fellows to 3rd country

- mandatory return element

• Incoming: 1 to 2 years

- promising researchers from 3rd country

- possibility of return support for emerging economies

Advanced TrainingAdvanced Training

Marie Curie Actions

To promote excellence in European research

• Marie Curie Excellence Grants up to 4 years- To set up or extend teams of the highest level- Leading edge or interdisciplinary research

• Marie Curie Chairs up to 3 years

- Top level teaching appointments- Particularly for researchers who wish to resume their

career in Europe

• Marie Curie Prizes

- Prizes for excellent researchers who have benefited from Marie Curie Actions

Excellence Promotion and RecognitionExcellence Promotion and Recognition

• 17 December 2002 First calls published.

• From March 2003 First deadlines.

• First contracts 5-7 months after the

deadlines

Marie Curie Actions

FP6: Time ScalesFP6: Time Scales

Human Resources and Mobility in FP6Human Resources and Mobility in FP6

Type of actions covered by the call Deadline for reception of proposals

RESEARCH TRAINING NETWORKS 3 APRIL 2003 19 NOVEMBER 2003

EARLY STAGE TRAINING FELLOWSHIPS 2 APRIL 2003 11 FEBRUARY 2004

CONFERENCES AND TRAINING COURSES 1 APRIL 2003 20 APRIL 2004

TRANSFER OF KNOWLEDGE FELLOWSHIPS 22 MAY 2003 19 MAY 2004

INTRA-EUROPEAN FELLOWSHIPS 12 MARCH 2003 18 FEBRUARY 2004

INTERNATIONAL INCOMING FELLOWSHIPS 21 MAY 2003 12 FEBRUARY 2004

INTERNATIONAL OUTGOING FELLOWSHIPS 21 MAY 2003 12 FEBRUARY 2004

EXCELLENCE GRANTS (TEAMS) 20 MAY 2003 18 MAY 2004

CHAIRS 20 MAY 2003 21 JANUARY 2004

EXCELLENCE AWARDS 20 MAY 2003 18 MAY 2004

EUROPEAN RE-INTEGRATION GRANTS CONTINUOUS FROM 15 APRIL 2003 TO OCTOBER 2004

INTERNATIONAL RE-INTEGRATION GRANTS CONTINUOUS FROM 15 APRIL 2003 TO OCTOBER 2004

Marie Curie Actions

• Benefit of the researchers- Living allowance (by researcher category and country)- Travel costs- Mobility allowance- Career development allowance - Costs of eligible researchers

Community ContributionCommunity Contribution

Marie Curie Actions

• Benefit of the researchers- Living allowance (by researcher category and country)- Travel costs- Mobility allowance- Career development allowance - Costs of eligible researchers

• Benefit of the host organisations- Contribution to programme expenses (organisation, co-

ordination...)- Overheads- Management costs (incl. audit certificate)- Other eligible expenses

Not all contributions apply to all Actions

Community ContributionCommunity Contribution

Marie Curie Actions

• Contribution to researchers- Living allowance (reference, cost of living index 100)

Community ContributionCommunity Contribution

Experience Option 1: Employmentcontract (€/year)

Option 2: Fixed-amount stipend

(€/year)

Early stage researchers(<4 years)

29 000 14 500

Experienced researchers(4-10 years)

44 500 22 250

Experienced researchers(>10 years)

67 000 33 500

Correction factor for cost of living to be applied

Marie Curie Actions

• Contribution to researchers (cont.)

- Travel costs depending on distance: 250 € -2500 € /year

- Mobility allowance 600 € /month (no family); 900 € /month (family)

(Correction factor for cost of living to be applied)

- Career exploratory allowance 2000 € /fellow (min. 1 year stay)

- Training/research costs of eligible researchers

250 € -750 € /fellow-month (depending on Action)

Community ContributionCommunity Contribution

Marie Curie Actions

• Contribution to host institutions- Specific projects costs (organisation, co-ordination…)

- actual costs incurred (max. depending on Action)

- Overheads- generally max. of 10% of direct costs

- Management costs (incl. audit certificate)- (including audit certification): 3% or 7%, depending on Action

- Other eligible expenses

Not all contributions apply to all Actions

Community ContributionCommunity Contribution

Marie Curie ActionsContribution for researchers: ExampleContribution for researchers: Example

Postdoctoral Researcher with family, coming to York as part of RTN,for 2 years with an employment contract, undertaking experimental work

• Total allocated to fellow (Mobility + salary): 62,212.50 € x 2 years= 124,425 €

• Career exploratory allowance =2000 €

• Travel costs: 1000 € x 2 years=2000€

Total received by researcher (before tax etc.): 128,425€

Marie Curie ActionsContribution to Host: ExampleContribution to Host: Example

Postdoctoral Researcher with family, coming to York as part of RTN,for 2 years with an employment contract, undertaking experimental work

• Running Expenses: 24 x 400 €= 9,600 €

• Management cost : 7% x Total Cost= 9,661.71€

• Overheads =10% of Total Cost= 13,802.50 €

• Total Contribution to Host: 33,064.25€ (£20,830.48)

Total received by institution: 33,064 €+ 128,425 € = 161,489€ (£101,783) (£0.63= €)

1. Scientific Quality of Project (n.a. for Awards)

2. Quality of Research Training (n.a. for Awards)

3. Quality of Host (n.a. for Awards)

4. Quality of Researchers (Individual actions & Excellence)

5. Management and Feasibility (n.a. for Awards)

6. Relevance to the objectives of the Scheme/Activity

7. Added Value to the Community

Evaluation Criteria/ Proposals Part BEvaluation Criteria/ Proposals Part B

How to Write a Strong Application

SELL! SELL! SELL!Quality of research

Quality of host

Quality of training programme

Quality of recruitment plans

Quality of individual

Quality of supervision

Quality of language

Eligibility

Individual Evaluation

Consensus

Thresholds

Ranking by Commission

Negotiation

NegativeResult

Ethical Issues

CommissionFunding Decision

Proposal

Rejection

Rejection

Rejection

Evaluation Process

Getting Further Help

• Workshops for Applicants• Handbooks• Check with ELO for any further information• Web sites:

– Mobility UK Contact Point:http://www.ukro.ac.uk/public/Mobility/index.htm

– EUROPA:http://europa.eu.int/comm/research/fp6/mariecurie-actions/home_en.html

– Application materials:http://www.cordis.lu

• If you need help, PLEASE ASK!!!

David LauderExt: 5213E-mail DDL1

Funding for Mobility in FP6