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FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

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Page 1: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

FP7 Marie CurieInitial Training Network

Application workshop

Tatiana Panteli3rd November 2011

Page 2: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

What is ITN?

Bottom up: The topic of the project is freely chosen

Duration: 4 years

Post-grads: aimed at researchers in their first five years of their career (3 to 36 months appointments)

Partnership: typically multi-host but single host or twining possible

Private sector involvement: participation is essential. Two level possible

Page 3: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Who do you need in your consortium?

• Partners must match activities in proposal

• Every partner mast add value: unique knowledge, expertise, etc

• Appropriate balance of sectors – industry, academia, civil society, user groups, etc

• The purpose of the scheme is RESEARCH TRAINING

• NOTE – no more than 40% of funding should go to one country

• EU dimension/ added-value!

Page 4: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Part A

PART A provides participant details and the information for the budget

estimation – A1 – Proposal information (abstract, acronym, evaluation panel

etc)– A2 – Information on host organisation. Coordinator is Participant 1

(not for associated partners)– A3 – Not for ITNs – A4 – Number of fellows. Includes details for seconded and

recruited researchers– A5 – details on associated partners including their role in the

project

Page 5: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

The proposal – Part B headings

B.1 LIST OF PARTICIPANTS

B.2 S&T QUALITY (30%, 3/5)

B.3 TRAINING (30%, 4/5) Quality supervision! (new)

B.4 IMPLEMENTATION (20%, 3/5)

B.5 IMPACT (20%, 4/5)

B.6 ETHICAL ASPECTS

B7. TABLE CAPACITIES OF THE HOST

Page 6: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

P. 31 Guide for Applicants

Page 7: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

S&T Quality Criteria

• S&T objectives of the research programme, (inter/multi-disciplinary, intersectoral and/ or newly emerging supra-disciplinary fields)

• Scientific quality of the research programme • Appropriateness of research methodology• Originality and innovative aspect of the research

programme • Contribution of the private sector and possible

other socio-economic actors

Page 8: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Examples

• Aim: The overall goal of this network is to train a new generation of analytical scientists in the skills necessary for the use, development and adoption of ….

• Objectives: This will be achieved through the following scientific objectives (SOs), which will result in a number of scientific deliverables (SDs):…

• Work packages: This network will provide coherent interdisciplinary training across various research disciplines in an intersectoral network combining private, governmental, health and academic sectors to address a number of topical analytical issues. To realise the goals of this ITN and its S&T objectives, and to provide an interdisciplinary and intersectoral approach, research will be delivered and organised through the interlinking work packages (WPs).

• The emphasis on a cross-thematic and intersectoral approach that directly addresses the needs of “end-users” is achieved by having the majority of partners within this ITN not academically based.

Page 9: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Evaluators feedback: points to consider

• Interdisciplinary aspect• Clear references to state-of-the-art and scientific

originality• The final research outputs and the practical results of

the training programme should be clearly described• Role of the industrial partners must be well explained• A precise description of the research methodology

Page 10: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Training (1)

Quality of the training programme; – Contribution and relevance of

private sector training – Transferable skills offered:

Management, Communication, IPR, Ethics, Grant writing, Commercial exploitation of results, Research Policy, entrepreneurship, etc. .

– Qulaity of Supervision (new sub-criteria!)

• Importance and timeliness of the training needs (e.g. multidisciplinary, intersectoral , and newly emerging supra-disciplinary fields)

Page 11: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

The Training Programme (1)

The specific training programme objectives are:

TO1 To make a career in LPD research more attractive to early stage researchers by delivering a structured training programme taught by leading international scientists in the state-of-the art infrastructure which covers a portfolio of interdisciplinary techniques.TO2 To provide academic, industrial and public sector employers with researchers skilled in a wide range of techniques and direct experience of interaction across disciplines and sectors.TO3 To produce researchers with excellent transferrable skills, and able to transform abstract ideas into influential outcomes.TO4 To create an active, life-long network of young researchers whose personal contacts, support and expertise will help Europe shape the future of LPD research.TO5 To cascade expertise and spread good practice throughout Europe by personnel exchange, and delivering European researchers able to become leaders in the field in the near future.

Page 12: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Training (2)

• For ITN / IDP– Meaningful exposure of each researcher to another

sector – particularly secondments– Adequate combination of local specialist training with

network-wide activities• For EID

– Appropriate time spent by the ESR in each sector– Adequate supervision arrangements and

combination of local specialist training with wide training activities

Page 13: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

the Training Programme (2)

Training in a ITN involves activities to learn and improve the researcher’s

- core skills

- task specific skills

- generic and transferable skills

Page 14: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

the Training Programme (3)

Be specific and emphasise AGAIN the complementary expertise and synergy …

Page 15: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Training tips

•Training in research methods and techniques•Personal Development Plan•Complementary skills training – ethics, research management•Transferable skills training •Graduate School Provision•Conferences, seminars, public fora et•Supervision!

Page 16: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Intersectoral, international, interdisciplinary.... (1)

Intersectoral dimension might be addressed by:- Inviting researchers working in other sectors to deliver

courses on entrepreneurship, exploitation, etc.- Mentoring of doctoral candidates by researchers/experts

from industry/other socio-economic actors- Exposing researchers to various socio-economic actors

gathered in a single campus or hub- Offering placement opportunities to young researchers to

develop their research projects at the premises of future employers

Page 17: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Intersectoral, international, interdisciplinary.... (1)

International dimension might be addressed by:- Offering possibilities to take courses abroad- Developing partnerships and/or joint degrees with other

research institutions or companies in different countriesInterdisciplinary dimension might be addressed by:- Proposing common courses or projects to doctoral

candidates from different disciplines- Bringing together doctoral candidates in multi-disciplinary

projects involving different teams from the same/different institutions

- Offering possibilities of laboratory rotations or visits

Page 18: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Implementation (1)

• Capacities (expertise / human resources / facilities /infrastructure) to achieve the research and adequate task distribution and schedule

• Adequate exploitation of complementarities and synergies among partners in terms of research and training

• Private sector involvement at the highest possible level appropriate to the research topic & sufficient evidence of commitment

• Non-ICPC participation – essential to the objectives of the research training programme?

Page 19: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Implementation (2)

• Networking and dissemination of best practice among partners. Clarity of the plan for organising training events (workshops, conferences, training courses)

• Appropriateness of the overall management of the training programme (responsibilities, rules for decision-making)

• Clarity of recruitment strategy (incl timetable)– Competitive international recruitment– Equal opportunities– In light of Charter and Code principles

Page 20: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011
Page 21: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Evaluators feedback: points to consider

• The industry involvement is poor in comparison to the industrial importance of the project theme and potential results

• Description of a research PhD theme for each ESR is not provided

• More details should be provided on the milestones and deliverables within the workplan

• Limited rules for decision making

Page 22: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Impact (1)

• Contribution of the proposed training programme to:– Structure training at doctoral level

(skills needed in both the public and private sectors)

– Improvement of career prospects– Stimulation of creativity and

entrepreneurial thinking• Contribution of the training programme

to the policy objective of structuring the initial research training capacity at European level (through establishing longer-term collaborations and/or lasting structured training programmes between the partners’ organisations)

Page 23: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Impact (2)

• The contribution of the training programme towards the policy objective of enhancing public-private sector collaborations in terms of research training

• Where appropriate, mutual recognition by all partners of the training acquired, including training periods in the private sector

• Where appropriate, plans for exploitation of results• Impact of the proposed outreach activities

Page 24: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Example

• This network will deliver researchers who can add value to technological development and manufacturing through their expertise, helping to make Europe the most competitive and dynamic knowledge-based economy in the world. This project will make important contributions to European industrial development, especially through the involvement of 4 industrial Partners. Considering that broadly skilled experts are in short supply European industries will benefit from highly trained experts.

Page 25: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

• Use the key words given in Guide and highlight them in the application (but they must be justified)

• Use the headings as requested in the guide – do not place important requirements in different sections – think of the referee; he/she will be looking for key phrases at particular points in the application and justification for them. (WMES can provide considerable help here as an impartial referee)

Presenting your proposal (1)

• Use figures/graphs where possible; tables crossed referenced with each other

Page 26: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

• Use other partners whenever possible – but only on selected sections (full document sent for approval only at end); do not expect too much from partners (actually easier to be a partner rather than coordinator)

• Use all guidance material from the WMES

• Make sure proposal is concise and readable and covers all points in the Guide and that all aspects are addressed: science, socio-economic, management, integration, training, technology transfer, dissemination, impact etc

Presenting your proposal (2)

Page 27: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Financial Information

Category 1: Monthly Living Allowance• €38,000 per ESR/year x country co-efficient (134.4% for UK!)• €58,500 per ER/year x country co-efficient

Category 2: Mobility Allowance• €1000/€700 per researcher month x country co-efficient (flat rate)

Category 3: Contribution to Training and Research Costs• €1,800 per researcher month (multi ITN)• €1,200 per researcher month (EID and IDP)

Category 4: Management Activities• Maximum 10% of total EU contribution (real costs category)

Category 5: Overheads• 10% of direct costs (flat rate)

Page 28: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Funding thresholds

Scientific panels– Chemistry (CHE)

– Social and Human Sciences (SOC)

– Economic Sciences (ECO)

– Information science and Engineering (ENG)

– Environmental and Geo-Sciences(ENV)

– Life Sciences (LIF)

– Mathematics (MAT)

– Physics (PHY).

2010 results

ITN

app nos. funded success rate threshold

LIF 230 19 8.30% 94

ENG 199 14 7% 90

MAT 12 1 8.30% 88

ENV 95 7 7.40% 91

ECO 18 1 5.60% 95

SOC 77 6 7.80% 91

PHY 126 8 6.30% 91

CHE 100 7 7% 91

TOTAL 857 63 7.40%  

2011 results

ITN

app nos. funded success rate threshold

LIF 285 27 9.50% 92.8

ENG 204 19 9.30% 91.2

MAT 15 1 6.70% 87.2

ENV 121 11 9.10% 91.4

ECO 15 1 6.70% 92

SOC 72 7 9.70% 91.4

PHY 99 9 9.10% 94.2

CHE 108 9 8.30% 91.4

TOTAL 919 84 9.10%  

Page 29: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Final tips for a good proposal (1)

o ITN that build on existing collaborations will ‘look’ strongero What is available in single country? Why EU level needed? Why

need for trained researchers in the field?o Consider ESRs (and ER) as a group/cohort, not individual PhD

studentso Provide a clear link between the project aim and objectives and

individual ESR projectso Important to review and make available through the ITN any

relevant in-house training including those courses from industry partners

Page 30: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Final tips for a good proposal (2)

o Consider the number of ESRs in line with partner organisations’ capacities

o Avoid having one partner dominate research/training activities and budget

o For multi-partner ITN: recruit mainly ESRs, not ERs.o Include networking activities and senior scientists only when

adding value to the project activitieso Consider the commercial aspects i.e. impact and exploitation of

the research carried out

Page 32: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Thank you!

Tatiana PanteliEuropean Funding Adviser

[email protected] www.wmeuropeanservice.org

Page 33: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

International Research Staff Exchange Scheme (IRSES)

Application Workshop

Mandy Heard

West Midlands European Service

3rd November 2011

Page 34: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Programme today• Brief overview of WMES• Brief overview of IRSES • Structure of your proposal:

– Part B: What does the commission want (This session will provide some detailed information on what should be covered in part B of your proposal)

– Part A: How to complete • Tips provided by successful applicants • Submitting your proposal (EPSS system and process) • Evaluation process• Q&A

Page 35: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

West Midlands European Service – Who are we?

Birmingham Team (former EU Connects)

Brussels Team

(former WMiE)

Page 36: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

West Midlands European Service

The Birmingham office

• Support to the organisations new to or with limited experience of European funding

• Advice on various funding programmes

• Project development grants• Training in the bid writing

and project management• Free

The Brussels Office• Support to the experienced

in EU funding• Advice on the FP7• Lobbying• Policy updates• Meeting spaces (WM

European Centre)• Service Level Agreement• Project Management• Dissemination Partner

Page 37: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

WMES Birmingham aims

• To increase the number and value of successful trans-national projects aligned to key regional priorities

• To draw together the jigsaw of European opportunities and networks across the region into a co-ordinated “offer” of real value to the regional organisations

Page 38: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

• 592 submitted projects worth €65M

• 280 successful projects so far

• €18,8M investment to the WM

2000 people trained

Our success so far

Page 39: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Which Funds do we support?

Life Long Learning

Vocational trainingskills

EmployabilityInnovative learningPolicy or delivery

INTERREG

Regional levelStrategy

PolicyExchange of best practice

Competitiveness & Innovation

SMEsICT

Innovative products,services

and processes

Marie CurieActions

SMEs/universitiesNetworks

Research/KnowledgeTransfer

Fellowships

LIFE+

EnvironmentProtecting naturalAssets / speciesStrategic / policy

Intelligent Energy EuropeEnergy efficiency

Renewable energysources

Energy in transportIntegrated initiatives

Erasmus for Y.Entrepreneurs

Work placements in the successful

enterprises

Daphne III

Justice, freedom and security

Page 40: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Your Project

Tell us…..

– Who you are– Your organisation– Your IRSES project

Page 41: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Marie Curie ObjectivesStructuring training, mobility and career development for

researchers

• Develop European human resources potential in R&D• Stimulate people to enter researcher profession• Attracting & retain researchers from around the world• Employment contracts with full social rights• Addressed to researchers at all stages of their careers• International cooperation and prestige

Page 42: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

'International dimension',

• to contribute to the life-long training and career development of EU-researchers, to attract research talent from outside Europe and to foster mutually beneficial research collaboration with research actors from outside Europe.

• To increase the quality of European research by attracting research talent from outside Europe and fostering mutually beneficial research collaboration with researchers from outside Europe.

Page 43: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Purpose of the IRSES programme Strengthen research

partnerships between EU and non EU research organisations.

Staff exchange and networking activities.

Establish or reinforce long-term collaboration.

Page 44: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Size of the consortium

Min 3 partners, but no maximum size

Duration

Project: 24-48 months

Partners

Public or private non-profit research organisations

Lead partner

Must be from EU or AC

Page 45: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

IRSES: Participation rules

- Partnership: min. 2 independent EU/AC non-profit research organisations of at least 2 different countries and one or more organisations in a eligible third country (S&T agreement and Neighbourhood policy)

- Coordinator from EU MS/AC

- Duration of the Exchange Programme: 24- 48 months

- Any research topic is eligible (except EURATOM)

Page 46: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Who can participate?• Early stage researchers • Experienced researchers• Technical and managerial staff

How long is the secondment?

max. 12 months (can be split)Less than 1 month stay should be well justified.

Page 47: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Typical Activities• Joint research• Training• Joint workshops• Seminars• Networking• Transfer of Knowledge

Complementarity and synergies between partners are critical

Page 48: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

IRSES: Eligible Countries

Countries with EU agreements on S&T: Algeria*, Argentina*, Australia, Brazil*, Canada, China*, Chile*, Egypt*, India*, Japan, Jordan*, Rep. of Korea, Mexico*, Morocco*, New Zealand, Russia*, South Africa*, Tunisia*, Ukraine*, United StatesCountries of the European Neighbourhood Policy (ENP):

Eastern Europe & Central Asia (EECA) Armenia*, Azerbaijan*, Belarus*, Georgia*, Moldova*, Ukraine*Mediterranean Partner Countries (MCP) Algeria*, Egypt*, Jordan*, Lebanon*, Libya*, Morocco*, Palestinian-administrated areas*, Syrian Arab Rep.*, Tunisia*

* International Cooperation Partner Countries (ICPC) than can receive fundinghttp://ec.europa.eu/research/iscp/index.cfm?lg=en&pg=countries

Page 49: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

IRSES: Financial rules– Staff are seconded (maintain their

employment and salary)– Community contribution for EU MS/AC

partners: fixed 1900€/person/month (incl. travel, subsistence)

– Extra 200€ for long distance countries ICPC and Neighbourhood policy countries: Community contribution is envisaged

– Exchanges MS/AC<->MS/AC, non-ICPC>MS/AC, ICPC<->ICPC are not eligible for Community funding (own resources)

– Average requested budget: ca. 160.000 €– Range: 13.000 - 1.044.000 €

Page 50: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Financing (Industrialised Countries*)

Secondment of outgoing staff members (from

EU/AC towards these countries) are eligible for

funding.

*Australia, Canada, Japan, Rep. of Korea, New Zealand, USA

Page 51: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

IRSES – Part B

• Start and End pages with Project Acronym (20 characters max)

• Max length 30 pages (excl. Table of contents, ethics issues, start and end pages)

• Minimum font size is 11 points. All margins should be

Page 52: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Part B

B1: Quality of Exchange Programme (complementarities/synergies)

B2: Transfer of Knowledge (mutual benefits)

B3: Implementation (management)

B4: Impact (collaboration, ERA)

Can include additional sub-sections if required.

Page 53: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

IRSES Evaluated criteria and thresholds

Page 54: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

What’s in a Proposal?

What?Why?

Who?

How?

?When?

Page 55: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B1: QUALITY OF THE EXCHANGE PROGRAMME Weighting = 25%

B1.1: Objective and relevance of the joint exchange programme

B 1.2: Research quality of the partners

B 1.3: Complementarities/synergies between the partners

Page 56: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B1: QUALITY OF THE EXCHANGE PROGRAMMEObjectives:– Strengthen/establish international research

partnerships between EU and OTC– Bringing together complementary expertise

and knowledge through mobility to address an issue and create new knowledge to strengthen ERA

– Deliver a joint multi-annual research programme and knowledge exchange

Page 57: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Quality of the Exchange Evaluation Strengths:

The proposal addresses the science well and is a vital area for development

The general exchange programme plan is very well identified: the context and goals of the project are well presented

All the partners are renowned institutions with very good scientific quality

The roles of partners are well described. There is a good level of complementarity amongst partners based on previous collaborations

Page 58: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Quality of the Exchange Evaluation Weaknesses:× The joint exchange programme presents very

limited innovation: the claimed innovative features are not substantiated

× International collaborations are not suitably identified for all partners

× The one month secondments of ESRs are too short to both learn new knowledge and pursue the planned research tasks

× The deliverables are mostly comprised of reports and papers

Page 59: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B1: Key Areas

• Describe the science and exchange scheme• What is the current State of the Art?• What is the gap or problem?• Why is this Science and project needed at

this time?• Why are these partners the right people to

answer the problem/question?• How will this create excellence in ERA?

Page 60: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B1: Key Areas

• Ensure exchanges are balanced• Demonstrate excellence of individuals and

partners– Track record in international collaboration,

publications and related research• Demonstrate complementarities and

synergies • Detail Scientific and Knowledge Transfer

activities in the Work Packages

Page 61: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE: AIMS AND OBJECTIVES

The exchange scheme aims, through theoretical models and computer simulations, at a basic general understanding and solution of several important problems related to dynamics and cooperative behaviour in complex physical and biological systems. In order to accomplish our programme, we build a team of researchers specializing in difference aspects of X, Y, Z. The project will be carried out by several groups in 6 countries, 3 from the EU, with a broad range of expertise A, B, C. The project will link together groups with either previous well developed connections, or weak or itinerant connections to form a well co-ordinated multidisciplinary network through an active exchange of researchers stimulating a close collaboration and dissemination of knowledge between partners

Page 62: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Example:

The Scheme will thus:• Significantly advance our understanding and

knowledge of cooperative behaviour and dynamics in complex systems

• Involve important scientific partners from non-EU countries XYZ

• Lead to long-term and large-scale cooperation between partners in an international hub

• Disseminate the results via several international workshops and conferences

Page 63: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B2: TRANSFER OF KNOWLEDGE

Weighting = 30% Threshold = 3

B 2.1: Quality and mutual benefit of the transfer of knowledge

B 2:2: Adequacy and role of staff exchanged with respect to the transfer of knowledge

Page 64: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Transfer of Knowledge Evaluation Strengths:The Knowledge Transfer is strongly supported by

several training activities (workshops and schools) with special attention to their organisation and management

There is a good degree of integration and sharing in the execution of the work packages.

The planned exchanges can bring significant added value. All the partners are expected to learn new expertise

Objectives and implementation of TOK are well described with a clear identification of goals per research task

Page 65: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Transfer of Knowledge Evaluation Weaknesses:× The plans for transfer of knowledge toward the

scientific community through publication or international conferences and its sustainability are not sufficiently described

× The numbers and roles of the staff to be exchanged are not fully justified in light of the work-plan proposed and only generally described

× The durations of the secondments are quite short to be useful and benefits for researchers are presented generally

Page 66: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B2 Knowledge Transfer

• Describe and detail the activities and how knowledge will be transferred and managed

• Detail the sustainability of the KT and through what measures.

• What is the added value to partners. How will all benefit?

• Consider dissemination to wider audiences.

Page 67: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE:

“Alongside the exchanges at the level of individual researchers and students involved in WP1 and WP2, we plan to organize four workshops which most of researchers and Phd students will attend, and two international conferences. The latter will be open to researchers outside the IRSES project, to allow for maximum visibility of our network”

Page 68: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE:

“An essential aspect of the project is the training and preparation of researchers. We expect that the most productive and creative PhD students from OTCs will subsequently continue their research as post-doc students at EU partners. Another highlight of the present project is a variety of intermediate and advanced courses for early stage researchers planned by all participating teams”

Page 69: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE:

A key measure to define the success of the proposed collaboration is its continuation beyond 2013. To continue and expand the collaboration we will apply for funding within the EU actions, as well as to national funding agencies. This proposal is the first step towards a lasting collaboration to be pursued through face to face contact and discussions; promoting movements of ESRs leading to stronger connection within the network; creating routine collaboration and communication between the groups

Page 70: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B2 Knowledge Transfer

2.2: Adequacy and role of staff exchanged

• Describe roles and goals of ESRs and ERs e.g. ERs: provide training and supervision to ESRs, manage a WP.

• Goals for ERs: e.g. Gaining new skills and knowledge, developing their career; exposure to international exchanges and cultures, mobility

Page 71: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B3: IMPLEMENTATION

Weighting = 15% Threshold = N/A

B 3.1: Capacities (expertise/human resources/facilities/infrastructure) to achieve the objectives

B 3:2: Appropriateness of the plans for the overall management of the exchange programme

Page 72: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Implementation Evaluation Strengths:The management structure is very clear and

well-suited for the exchange programme State of the art facilities and infrastructures are

most appropriate to meet the requirements of the planned cooperation

The partners have good capacities and the human resources to carry out the proposed activities

The issues resulting from the European Charter for Researchers are clearly described

Page 73: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Implementation Evaluation Weaknesses:

× The planned support to the incoming and outgoing personnel is not sufficiently detailed

× A risk management procedure could have been provided due to the large number of milestones

× The implementation plan is not fully justified, as no exchanges take place at the second half of the year

Page 74: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE:

“The overall project will be coordinated by (EU partner) with local co-ordinators at each other site. They will be assisted by group leaders who are experienced in management of large-scale international projects. This arrangement ensures both the efficient use of the experience of senior scientists and the furthering of the project management expertise of coordinators”

Page 75: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B 3.1 Capacities to achieve objectives

Describe the size and expertise within partner/host research groups and departments

Facilities available that are relevant Other relevant support? Other aspects: e.g. Networks available through partners

to disseminate to the wider international community

Duplication from B1 is not an issue, as appropriate

Page 76: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE B 3.2:

An effective project management system is crucial for the successful implementation of the project. The project management and administration will be provided by the following roles and bodies:

Project Manager; Scientific Manager; Dissemination Manager; Work Package Leaders; Partner Representative

Page 77: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B 3.2: Appropriate of Management Plans

• European Charter for Researchers– How will your actions and institutions support

this?• Supportive research environment• Working and training conditions

Proposal is evaluated with this in mind

Page 78: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

B4: IMPACT

Weighting = 30% Threshold = 3

B 4.1: Relevance of the proposed partnership to the area of collaboration and for the ERA

B 4.2: Potential to develop lasting collaboration with eligible third country partners, in particular in view of setting-up joint research projects

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Impact Evaluation Strengths:

The proposal identified several possible impacts and provided good analysis showing the contributions

The partners are eager to develop lasting collaborations beyond the limit of the proposed programme and many credible opportunities are mentioned

The addressed topic is relevant within the objectives of ERA

The global scientific and technological benefits of the proposal are very relevant to the field

Page 80: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Impact Evaluation Weaknesses:

× The contribution to wider dissemination and exploitation of the research outcomes to extended communities, and in particular industrial communities is not full exploited in the proposal

× It is not clear how the project will be linked with mainstream manufacturers and/or policy makers relevant to the field. Exploitation plans are not fully developed

× The specific contributions of each partner to the area of collaboration are not sufficiently detailed

Page 81: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE:

“The project will bring together researchers across the globe to create a best practice model for XY to be used on a global scale. The partner network will bring together expertise across the consortium and provide a direct benefit to researchers engaged with the project through hosting and exchanging activities. The training and peer support provided through the project will provide a growth in expertise in this limited areas on a global scale, and provide a means by which to further enhance this research area in the future”

Page 82: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE: Relevance to ERA

The final outcome of the project will be recognised published comparison on XY as a profession and it’s policies on a global scale. The publication can be utilised by all and will support the Framework 7 ERA Action Area to enhance knowledge sharing to grow Europe as a knowledge based economy.

Page 83: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EXAMPLE: IMPACT ON RESEARCHERS

“Experience abroad is, more and more, and important criterion in career development. Any excellent science career today has to be international. The project will allow researchers to regularly update and expand their skills and competencies building on networks. Activities will encourage European researchers to stay in Europe and avoid the “brain drain” and at the same time will forge tighter ties between OTC participants, especially a young generation of ESRs, and Europe”

Page 84: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

KEY AREAS:

• Demonstrate wide aspects of impact – area of research– Individuals/partners– ERA– Lasting international cooperation

• Remember: MARIE CURIE and IRSES objectives• Link to key documents: Policies for Research areas,

e.g. Country strategies/S&T

Page 85: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Part A

A1: Snapshot of your project (complete by the lead partner)

A2: Partner Organisations (completed by each participant)

A4: Funding request

Integral part of your proposal

Support unit help complete

Page 86: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

PART A: A1

• Acronym: 20 characters max.• Proposal title: no longer than 200 characters• Choose a Scientific panel• Abstract: clear – objectives, how, relevance.

Used in evaluation: limit 2000 characters• Similar proposals? – proposal numbers• Flag ethics issues

Page 87: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

PART A: A2 Participant details

• Insert PIC: may already have one• Legal, admin and financial• Status of organisation• Person in charge• Authorised legal rep

Page 88: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Scientific Panels

Chemistry (CHE) Social Science and Humanities (SOC) Economic Science (ECO) Engineering & Information Science (ENG) Environment & Geosciences (ENV) Life Sciences (LIF) Mathematics (MAT) Physics (PHY)

Page 89: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Example: Novel medical adsorbents for extracorporeal treatment of life threatening conditionsThis program gives the opportunity to cultivate a high scientific quality consortium consisting of 2 European and 1 third country academic institute, with the aim to sustain and create new collaborative partnerships between EU partners and Ukraine, and transfer knowledge and technologies in one of the most exciting fields of modern biomaterial science. Focusing on the development of extracorporeal methods for toxin removal, for the treatment of many life threatening conditions and chronic conditions, that result in a low quality of patient life.

Partners: UK, France and Ukraine

Duration: 48 months

Funding: €113.400

Page 90: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

SUBMISSION AND EVALUATION

IRSES

Page 91: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

EPSS: Electronic Proposal Submission Service

• Coordinator registers/edits and uploads forms and submits the proposal

• Registration is required for one proposal for the call chosen.

• Register some time in advance of the deadline

• PIC: Personal Identification Code

• If your organisation has signed an FP7 contract with the Commission then you should have a PIC

Page 93: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Final Checks

• Ensure you check all eligibility• Correct font size and page limits• Complete Gantt chart• Ensure all forms are completed correctly• Cross check ensure the proposal flows and all

criteria are answered

Page 94: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Proposal

Eligibility

Individual Evaluation

Withdrawn

ineligible

3 experts

Individual Assessment

report

Consensus meeting

Consensus report

Panel Review

Scientific disciplines

Evaluation summary reports

Page 95: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Evaluation

• Assessed by three independent experts

• Overall threshold is 70%

• Evaluators do not make any assumptions or interpretations

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OTHER TIPS

• Be clear and concise• Be explicit and not ‘loose’• Be sure that a generalist can understand• Do not assume the evaluator will remember

form previous sections• Highlight important information

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Key Success factors • Clarity and quality of the research objectives• Must relate to FP7 and Marie Curie objectives• Demonstrate good rationale and substantiate

assertions• Read carefully the 2011 People Work Programme and

the IRSES Guide for Applicants• European Added Value• Balanced exchanged programme• Timeliness and relevance of the project• Contribution to ERA and European excellence

Page 98: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Timetable

Deadline for submission of proposals

18 January 2012 @ 17:00 Brussels local time

Evaluation of Proposals February 2012

Evaluation Summary reports sent to coordinators (initial information letters

March 2012

Invitation letter to successful coordinators to launch contract negotiations with REA services

April 2012

Letter to unsuccessful applicants From April 2012

Signature of first contracts From July 2012

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Useful links• EPSS https://www.epss-fp7.org/epss/welcome.jsp• IRSES call documents:

http://ec.europa.eu/research/participants/portal/page/people?callIdentifier=FP7-PEOPLE-2012-IRSES

• Successful projects: • http://cordis.europa.eu/fp7/projects_en.html• Euraxess: http://ec.europa.eu/euraxess/index_en.cfm?l=0&12=1• http://ec.europa.eu/research/era/understanding/what/what_is_era_e

n.htm• WMES:

http://www.wmcouncils.gov.uk/west-midlands-european-service• UKRO: National contact point

http://www.ukro.ac.uk/mariecurie/Pages/index.aspx• (model grant agreements, reporting guidelines)

Page 100: FP7 Marie Curie Initial Training Network Application workshop Tatiana Panteli 3 rd November 2011

Thank you!

Mandy HeardEuropean Funding Adviser

[email protected] 0121 245 0185 / 07827 894749

www.wmeuropeanservice.org

GOOD LUCK