Towards People Program in the context of FP7 Dr. Karim Berkouk, EC by 2ERC62sG

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									                                                             European Commission




Towards People Program in
   the context of FP7

           Dr. Karim Berkouk,
EC Call coordinator for Marie Curie Actions

        Prof. George Kormentzas
        University of the Aegean



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            HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                         European Commission




                             Overview

1.   What’s new in FP7

2.   Structure of FP7

3.   Brief overview of the “People” program

4.   Brief overview of the “Ideas” program

5.   Evaluation procedure

6.   Other news



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                        HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                  European Commission




                 What’s new ?
•   Duration increased from 5 to 7 years
•   Annual budget increased
•   Basic research
•   New structure
•   Flexible funding schemes
•   Simpler procedures
•   Logistical and administrative tasks  external
    structures



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                 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                     European Commission




     FP7 2007 - 2013
 Specific Programmes
Cooperation – Collaborative research

      Ideas – Frontier Research

    People – Marie Curie Actions

  Capacities – Research Capacity
                               +
                   JRC (non-nuclear)

                      JRC (nuclear)

                           Euratom
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    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                          European Commission




                 The four pillars in brief

Cooperation: Retain or gain leadership in key scientific and
technological areas by supporting cooperation between universities,
industry, research centers and public authorities.

Ideas: Investigator driven actions in “frontier research”, i.e. at the
forefront of creating knowledge.

People: training, mobility and career development of researchers.

Capacities: enhance research and innovation capacity throughout
Europe - through activities such as funding access or researchers to
major European infrastructures, support small and medium companies.


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                         HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                        European Commission




                           FP7 budget

         Capacities
          4,291

People
4,727                                                                  Cooperation
                                                                         32,292




         Ideas
          7,46



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                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
         Cooperation – Collaborative research                      European Commission




                               9 Themes
1.   Health
2.   Food, agriculture and biotechnology
3.   Information and communication technologies
4.   Nanosciences, nanotechnologies, materials and new
     production technologies
5.   Energy
6.   Environment (including climate change)
7.   Transport (including aeronautics)
8.   Socio-economic sciences and the humanities
9.   Security and space

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                                                                      European Commission




                 People – Marie Curie Actions
                            Overall scope
•   Training / transfer of knowledge

•   International mobility of researchers (incl. 3rd countries)

•   Promotion of researcher careers (reintegration; life-long learning)

•   Attract students to research careers

•   Attract researchers to Europe and retain European researchers


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                                                                  European Commission




             People – Marie Curie Actions

                     Overall scope
•   Bottom-up approach, including inter/multi-disciplinarity

•   Industry participation

•   No age limit, but experience criterion

•   Personal/family situation of researchers

•   Appropriate gender balance
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                                                              European Commission




     FP7 Emphasis in Marie Curie Actions:


• International dimension

• Industry involvement

• Increase of structuring effect: Co-funding.




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             HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                                European Commission




               People – Marie Curie Actions
                     Initial training of researchers
                          Marie Curie Networks*
              Life-long training and career development
                         Individual Fellowships
       Co-financing of regional/national/international programmes
           Industry-academia pathways and partnerships
            Industry-Academia Knowledge-sharing Scheme*

                       International dimension
Outgoing & Incoming International Fellowships; International Cooperation
    Scheme; Reintegration grants; Support to researcher ‘diasporas’
                            Specific actions
      Mobility and career enhancement actions; Excellence awards


                                                     * Open to third-country nationals
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                                                                      European Commission




  MC Networks for Early Stage
          Training
                                 Objectives

• Strengthen and structure Early Stage Training at European level

• Attract people to scientific careers

• Improve career perspectives by broad skills development
  (including industrial needs)




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                     HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                                European Commission




       MC Networks for Early Stage
               Training
                                        Main features

•   International network of participants or international cooperation in research
    training

•   Industry involvement

•   Joint Training Programme with (i) training through research (ii) complementary
    competences modules

•   Coherent quality standards/mutual recognition of training/diplomas

•   Allowances for ‘early-stage’ researchers; ‘Chair’ positions; Contribution to training
    costs; Short training events open to researchers from outside the network

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                           HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                       European Commission




         MC Individual Fellowships

                                     Objectives

• ‘Classic’ mode: Support competence diversification and career
  development of experienced researchers

• Co-funding mode: Greater impact by co-funding (inter)national
  fellowship programmes with same objectives and replying to specific
  conditions (i.e. transnational mobility; peer review; minimal conditions
  for fellows)




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                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                        European Commission




        MC Individual Fellowships
                                       Main features

• ‘Classic’ mode: selection/funding of individual fellows through EC calls

• ‘Cofunding’ mode:

    – Selection of ‘cofunded’ programmes through open calls with
      excellence-based evaluation criteria (no nationality quota)

    – Selected programmes operated in full autonomy by co-funding body

    – Community funding proportional to (i) global programme budget (ii)
      number of fellows selected complying with the trans-nationality criteria



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                       HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                    European Commission




         MC Industry-academia
              pathways
                                    Objectives

• Increased industry-academia cooperation

• Diverse career possibilities and research experience for researchers

• Increasing the industry involvement in all Marie Curie Actions

• Knowledge sharing/cultural exchange, in particular SMEs




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                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                  European Commission




      MC Industry-academia
           pathways
                                Main features

• Embedded in longer term cooperation between both sectors

• 2-way staff secondments / recruitment of experienced
  researchers from outside the partnership

• Organisation of common workshops/conferences, including for
  researchers from outside the partnership

• Salary costs of seconded researchers / recruited experienced
  researchers

• Special measure: specific equipment costs for SMEs

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                 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                           European Commission




         MC International dimension
                                      Main features

•   Career development/life-long training for EU researchers :

     – Outgoing fellowships, with mandatory return

     – Return and reintegration for European researchers abroad


•   International co-operation through researchers from 3rd countries:

     – All Marie Curie host driven actions open to 3rd country nationals

     – Incoming fellowships for knowledge enhancement and collaboration
       enrichment (optional return for researchers from certain areas)

     – International cooperation scheme with EU neighbouring countries and S&T
       agreement countries

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                                                                          European Commission




MC Actions: Community Contribution to
         researchers in FP6

   - Living allowance (reference, cost of living index 100)
               Experience                  Employment contract (€/year)

      Early stage researchers
      (<4 years)
                                                       30 550

      Experienced researchers
      (4-10 years)                                     47 000

      Experienced researchers
      (>10 years)                                      70 500



   - Travel costs depending on distance: €250-€2500/year
   - Mobility allowance €600/month (no family); €900/month (family)
   - Career development allowance €2000/fellow (min. 1 year stay)



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                     HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                              European Commission




      Intra-European Fellowships - Example
A married researcher with less than 10 years of experience, going from Lisbon to Paris
   for 2 years:
Living allowance: 47,000 € x 2 years= 94,000€


Mobility allowance: 900€ x 24 months= 21,600€


correction factor= 104.7%:       115,600€x 104.7% = 121,033€


Career exploratory allowance =2000 €; Travel costs: 1000 € x 2 years=2000€


Total received by researcher (gross): 125,033€


Research costs (lab based): 750€ x 24 = 18000€ (plus overheads and management
   costs)

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                             HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                 European Commission




               Ideas – Frontier Research



• Autonomous (independent of political interest)

• Efficient (low bureaucracy)


But also….

• Accountable (scientific, financial)

• Feasible



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                                                                 European Commission




Specific Programme “Ideas”
•   Investigator-driven frontier research
•   All areas of research
•   Individual Teams
•   100% reimbursement
•   Independent scientific governance (Scientific Council)
•   Dedicated implementation structure (Executive Agency)
•   Simplified grant mechanism




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                HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                     European Commission




          ERC Scientific Council
• 22 high level scientists reflecting the full scope of
  European research, nominated by Commission


• Role:
    Establish overall scientific strategy and preparation of work
     programmes (incl. calls for proposals, evaluation criteria)

    Define scientific management: peer review methodology;
     selection and accreditation of experts; monitor quality of
     operations and evaluate programme implementation

    Assure communication with the scientific community
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                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                   European Commission




ERC Dedicated Implementation
 Structure (Executive Agency)
•   Execute work programme as established by the Scientific Council
•   Implement calls for proposals (information and support to
    applicants; proposal reception/eligibility check; etc.)
•   Organise peer review evaluation
•   Establish grant agreements, transfer funds
•   Administer scientific and financial aspects and follow-up of grant
    agreements




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                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                         European Commission




              Workprogramme:
             ERC Launch Strategy
Two streams of activity are foreseen, which complement other FP7 activities:


       •   Starting independent investigators (SII)


       •   Advanced Investigators (AI)




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                        HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                   European Commission




        Starting independent
         investigators (SII)

•   designed to support researchers at the stage of starting
    their first independent research team


•   First call at start of FP7


•   Continued throughout the life of the framework programme




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                                                                  European Commission




    Starting independent
investigators (SII)- Indicative

 •   Research in Europe
 •   Maximum 10 years from PhD
 •   Up to 5-years grant
 •   100,000 to 400,000 Euros per year
 •   Foreseen about 200 grants in the first call
 •   2 stage evaluation




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                 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                     European Commission




     Advanced Investigators (AI)

•   Designed to support excellent investigator-initiated research
    projects by established investigators


•   Brought on-stream from year 2


•   Complements the SII scheme by targeting researchers who are
    already independent research leaders




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     Further information on ERC

Basic research website:

http://europa.eu.int/comm/research/future/basic_research/



Soon an ERC dedicated website !

http://erc.europa.eu




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                       HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                                           European Commission




      Evaluation Procedure in FP6
                   Where to find the useful information?


   Legal Documents                                                     Other Documents

       Work program                                                 Guide for evaluators
    Rules of Participant                                            Guide for proposers
Guidance notes for evaluation
                                                                            Handbook




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               Marie Curie Actions - FP6                                      Science, research and development        European Commission




                         Overview of an Evaluation


                          Individual
Submission                                          Consensus                      Panel                          Finalisation
                            reading


                           Evaluators                Evaluators                Evaluators                            Final ranking
 Full Proposal                                                                                                       list

 Proposal                                                                                                           Rejection list
                           Criteria                  Criteria                  Criteria
 forms
                                                                               Proposals in
 Eligibility                                                                   suggested
                                                                               priority order




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                                       HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                   European Commission




                   FP7: Experts for the EC




You can become an expert by registering into the EC database at:


 https://emmfp6.cordis.lu/index.cfm?fuseaction=wel.welcome




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               HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                       European Commission




                          Other issues
•   The European Researcher‘s Mobility Portal

•   The European Network of Mobility Centres: ERA-MORE

•   Commission Recommendation on the European Charter for
    Researchers and a Code of Conduct for the Recruitment of
    Researchers

•   Directive on the “scientific visa“




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                                                                                 European Commission




                 The pan-European
             Researcher’s Mobility Portal
                                                          http://europa.eu.int/eracareers
   What services are offered?
•General information about research &
fellowship programmes or grants

•Available opportunities and job offers

•Information about administrative and
legal issues (conditions of entry, social
security and tax schemes etc.)

•Tailored and customised help desk
function

•General information about research
policy issues relevant for the career
development of a researcher

•Forum and other services of particular
interest for mobile researchers
Contents             HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
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                                                                 European Commission




   ERA-MORE, the European
   Network of Mobility Centres
           (http://europa.eu.int/eracareers/era-more)


• Launch of ERA-
  MORE: June 2004
• 200 Mobility Centres
  throughout the 32
  participating countries
  in Europe


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                HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                       European Commission




         The ERA-MORE Network

                               Each Mobility Centre

•   acts as a point of entry for researchers looking for practical
    information and guidance

•   fulfils its information and assistance task either by direct proximity
    assistance or by directing the person(s) concerned to the
    appropriate specialised centre




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                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                     European Commission




Code of Conduct for the Recruitment of Researchers: what is it?

It is a reference framework for transparency and openness in the
                       recruitment process


   •   Recruitment and Selection
   •   Judging merit
   •   Recognition of the mobility experience
   •   Recognition of qualifications
   •   Postdoctoral appointment

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                                                                    European Commission




     European Charter for Researcher: what is it?

    A “bill of rights and duties” for all researchers
    working in the European Union, whatever their
    nationality, age, gender.

    A framework for career management indicating:
•   what their work consists of,
•   what society expects from them,
•   what kind of career their employers should provide

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                                                                   European Commission




        Package for non EU researchers
  Scope: Making Europe more attractive for researchers
  from all over the world = idea of a specific residence
  permit for those of third countries


• 12 October 2005: adoption of a package composed of
  a directive and two recommendations on the
  admission of third-country nationals to carry out scientific
  research in the EU
• One directive for fast track procedure for researchers
• 1st recommendation covering the long-term
  admission of researchers (= entry and stay to the EU
  for > 3 months)
• 2nd recommendation covering the short-term visas

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                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                     European Commission




             General Conclusion

• Many EC funding opportunities

• Increased budget for Marie Curie Actions in FP7.

• Reduction of the number of Marie Curie Actions while continuing FP6.

• New Indepndent Scheme: Ideas




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                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                      European Commission




                             Information
• EU research: http://europa.eu.int/comm/research
• Seventh Framework Programme:
  http://europa.eu.int/comm/research/future/index_en.cfm
• Information on research programmes and
  projects:
  http://www.cordis.lu
• RTD info magazine:
  http://europa.eu.int/comm/research/rtdinfo/
• Information requests:
  research@cec.eu.int

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