EU Connects � An Action Plan by jG7GtM6s

VIEWS: 14 PAGES: 162

									Funding Opportunities for Research and
           Collaboration



                          Tatiana Panteli,
                             Coventry
                        29 September 2011
                      Programme
•   Introduction
•   Marie Curie programme: background, objectives, priorities
•   Initial Training Network (ITN)
•   Project Examples from Europe
•   Pitch your project idea!
•   International Research Staff Exchange Scheme (IRSES)
•   How to apply for the ITN &/or IRSES
•   Complete Project Outline Forms / Partner Searches
•   Final tips from the successful applicants
    Birmingham           Brussels
      Team                Team
    (former EU           (former
     Connects)            WMiE)



West Midlands European
 Service – Who are we?
      West Midlands European Service

The Birmingham office            The Brussels Office
• Support to the organisations   • Support to the experienced
  new to or with limited           in EU funding
  experience of European         • Advice on the FP7
  funding                        • Lobbying
• Advice on various funding      • Policy updates
  programmes
                                 • Meeting spaces (WM
• Project development grants       European Centre)
• Training in the bid writing    • Service Level Agreement
  and project management
                                 • Project Management
• Free
        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
                 •592 submitted projects worth €65M

                     •280 successful projects so far

                     •€18,8M investment to the WM

                         • 2000 people trained




Our success so far
            Trans-national
                Funds
• Exchange of best practice with partners
  > Knowledge transfer > Innovative approaches
  > Improve services    > Globally competitive

• Everyone is eligible
  > No maps / geographic or sectoral requirements
  > First timers welcome > capacity building

• We do not take up our share of €
  > Not very competitive
    Life Long
                         INTERREG                  LIFE+              Erasmus for Y.
    Learning
                                                                      Entrepreneurs
                        Regional level         Environment
Vocational training
                          Strategy           Protecting natural       Work placements
        skills
                            Policy            Assets / species        in the successful
   Employability
                        Exchange of          Strategic / policy          enterprises
Innovative learning
                        best practice
 Policy or delivery




   Marie Curie         Competitiveness           Intelligent
    Actions                                                               Daphne III
                         & Innovation          Energy Europe
                             SMEs              Energy efficiency
 SMEs/universities                                                     Justice, freedom
                              ICT             Renewable energy
     Networks                                                            and security
                      Innovative products,         sources
Research/Knowledge          services          Energy in transport
      Transfer           and processes       Integrated initiatives
    Fellowships




    Which Funds do
     we support?
      Our approach
1. Promote
partnership building

2. Link project ideas
to local problems

3. Improve
performance
            Connecting to
              Success

•   33 Local Authorities
•   Regional Development Agency
•   Universities
•   Chambers of Commerce
•   Businesses
•   Voluntary organisations
                             Linking
                         organisations to
                           the projects




How are we doing this?
        Tatiana Panteli
   European Funding Adviser

t.panteli@wmeuropeanservice.eu

 www.wmeuropeanservice.org




Thank you!
   Enterprise Europe Network Europe
• Part of international network funded under CIP
• Providing support services for SMEs and
  research organisations
• Offered through a network of 600 organisations
  working in regional consortia
• Over 46 countries involved
• CUE Ltd leads a Midlands consortium including
  2 Chambers of Commerce
        EEN services for Collaborative
                 Research
• Information and training days
    - NMP Call information day, June 2011
    - How to write a competitive FP7proposal, Sept 2011
•   FP7 partner/project search
    - For Project Coordinators
    - All Calls for Proposals – CIP and Framework
    - Introductions made through Network partners
              Contact details
www.een-midlands.org.uk
een-midlands@coventry.ac.uk
024 7623 6236
               Your Turn!
• Who you are?
• Your organisation
• Your project idea


               30 sec max
Marie Curie Initial Training Networks

UK National Contact Point
mariecurie-uk@bbsrc.ac.uk
                            http://www.ukro.ac.uk
                     UK Research Office
                           To promote effective UK engagement in EU
                                           research,
                           innovation and higher education activities
                     •   Based in Brussels, established in 1984,
                     •   Staff of 12
                     •
UK Research Office




                         Sponsored by the seven UK Research Councils
                     •   Receives subscriptions from over 140 research
                         organisations
                     •   Range of services for sponsors and subscribers
                     •   Research Council policy work
                     •   Brussels liaison
                     •   For more information see www.ukro.ac.uk
                     UKRO’s Services
                      ‘Core’ subscriber services      Open to non-subscribers

                            Query service          (Majority of) training courses and
                                                          information events
UK Research Office




                         Annual briefing visits          Annual Conference
                         (for UK subscribers)

                            News updates           Marie Curie UK National Contact
                            ims.ukro.ac.uk                      Point

                          Subscriber website       European Research Council UK
                         www.ukro.ac.uk/subs           National Contact Point

                       Meeting room in Brussels            British Council
                                                        European RTD Insight
                                                             publication
UK Research Office – MC NCP   Marie Curie NCP - helpdesk
                              • Web, email, telephone, visits
                                • http://www.ukro.ac.uk/mariecurie/index.htm
                                • mariecurie-uk@bbsrc.ac.uk
                                • Tel: +32 2 230 0318
                              • Advice on applying for MC actions:
                                •   Eligibility
                                •   Application help
                                •   Results
                                •   Contractual issues
                              • Advice to those with MC contracts:
                                • Social security and tax
                                • Model agreements between host and fellow
                                • Contractual issues
Framework Programme 7 and the
‘People’ specific programme


UK NCP for Marie Curie

mariecurie-uk@bbsrc.ac.uk


                       http://www.ukro.ac.uk/mariecurie
                             Marie Curie Actions

                            Objectives and Policy Context:
FP7 – Marie Curie Actions



                             “The People Work Programme 2012 has been
                             designed to support the implementation on the
                             Europe 2020 Flagship Initiatives ‘Innovation
                             Union’, ‘Youth on the Move’ and ‘An Agenda
                             for new skills and jobs’” (2012 Work
                             programme)
                             EU 2020: http://ec.europa.eu/eu2020/index_en.htm
                             Innovation Union:
                             http://ec.europa.eu/research/innovation-
                             union/index_en.cfm
                             Youth on the Move:
                             http://ec.europa.eu/education/news/news2540_en.htm
                          Policy Background


                          • FP7 is designed to achieve the EU2020 and
FP7 – Policy Background



                            Barcelona objectives and to complement
                            activities in Member States.
                          • Support to the European Research Area
                          • Budget of €50 521 million

                          • Complementarity with other EC
                            programmes:

                            •   Competitiveness and Innovation
                            •   Education and Training
                            •   Structural Funds
               Who is eligible for funding?
               EU-27
               Austria, Belgium, Bulgaria , Cyprus, Czech Republic,
               Denmark, Estonia, Finland, France, Germany, Greece,
               Hungary, Italy, Ireland, Latvia, Lithuania, Luxemburg,
               Malta, Netherlands, Poland, Portugal, Romania,
               Slovakia, Slovenia, Spain, Sweden, UK

               Associated Countries (FP7)
FP7 Overview




               Albania*, Croatia*, Faroe Islands*, FYR Macedonia*,
               Iceland*, Israel*, Liechtenstein*, Montenegro*, Norway*,
               Serbia*, Switzerland, Turkey*, Bosnia Herzegovina*

                                                      *except Euratom
FP7   Country eligibility
                        FP7 Specific Programmes


                          Co-operation – Collaborative Research
Framework Programme 7




                          European Research Council


                         Marie Curie Actions


                          Capacities – Research Capacity


                          JRC      EURATOM
                             Marie Curie Actions

                            Objectives and Policy Context:
FP7 – Marie Curie Actions



                            • Make Europe more attractive to researchers
                            • Structuring effect on the European Research Area
                              through transnational and intersectoral mobility in
                              order to create a European labour market for
                              researchers
                            • Strengthen human potential by:
                               • Encouraging people to become researchers
                               • Encouraging researchers to carry out their
                                 research in Europe

                            • Trans-national and inter-sectoral mobility
                            • €4.7 Billion
                            Principles

                            • Skills and competence development at all
FP7 – Marie Curie Actions


                              stages of researchers career
                            • Open to all research areas addressed under
                              the Treaty plus possibility of targeted calls
                            • Strong participation from enterprises
                            • Reinforce international dimension
                            • Appropriate gender and work/life balance
                            • Good working environment, transparent
                              recruitment and career development
                             Marie Curie Actions
                             Overview: Marie Curie Actions
                            Host Actions                     Individual Actions
FP7 – Marie Curie Actions



                            Initial Training Networks        Intra-European Fellowships
                            (ITN)
                            Including:
                            Innovative Doctoral Programmes
                                                             Incoming International
                            (new)                            Fellowships
                            European Industrial Doctorates
                            (new)
                                                             Outgoing International
                                                             Fellowships
                            Industry Academia
                            Partnerships and Pathways
                            (IAPP)
                                                             Career Integration Grants
                            International Research Staff
                            Exchange Scheme (IRSES)
                            + Co-Fund, Researchers Night
                              MCA – Deadlines & Budgets
                             Industry Academia Partnerships and   19/04/2012 €80
                             Pathways                                        million
FP7 – People – Marie Curie


                             Researchers’ Night                   10/01/2012 €4 million

                             Initial Training Networks (ITN)      12/01/2012 €423.23 m

                             COFUND                               15/02/2012 €110
                                                                             million
                             IRSES                                18/01/2012 €30
                                                                             million
                             Career Integration Grants (CIG)      06/03/2012 €40
                                                                             million
                             Intra- European Fellowships (IEF)    16/08/2012 €120 m
                             International Incoming Fellowships              €40 m
                             (IIF)                                           €440 m
                             International Outgoing Fellowships
                             (IOF)
                            Definition of researchers

                            Early-Stage Researchers   0 - 4 years (FTE)
                                                      from obtaining degree
FP7 – Marie Curie Actions



                                                      that qualified them to
                                                      embark on a doctorate



                            Experienced Researchers i)   in possession of a
                                                         PhD
                                                      or
                                                      i) at least 4 years
                                                         experience (FTE)
                            Transnational Mobility
                            Requirements
                            • Must not have been resident in host country for more
                              than 12 months in the last 3 years immediately before
                              application deadline / date of recruitment or
FP7 – Marie Curie Actions



                              secondment
                            • Mobility rule now applies to all individual fellowships –
                              no ERG option to remain in same country under CIG
                              schemes
                            • New rule for Career Restart Panel – must not have
                              been in host country for more than 3 of 5 years prior
                              to deadline
                            • Nationality criteria remains only in IOF scheme, in
                              which applicants must either be nationals of a MS/AC
                              or have been residing/carrying out main activity in
                              MS/AC for 5 years before deadline
                            • ‘Impact’ sub-criterion for individual fellowships:
                              ‘benefit of the mobility to the ERA’
Marie Curie Initial Training Networks

UK National Contact Point
mariecurie-uk@bbsrc.ac.uk


                            http://www.ukro.ac.uk
                          ITN – new in 2012
                          • Three strands
                            • ‘Classic’ multi-partner ITNs – maximum 500
                              researcher months, max 40% budget to one
FP7 – Marie Curie - ITN




                              country
                            • Innovative Doctoral Programmes (IDP) –
                              maximum 500 researcher months
                            • European Industrial Doctorates – maximum 180
                              researcher months


                          • Budget:
                            • €400 million for ITN/IDP (€318m in 2011)
                            • Ring-fenced extra €20 million for EID
                                  What is an ITN?
FP7 – Marie Curie – Classic ITN

                                  • Aims:
                                    • Offering a series of fellowships to ESR and EXR
                                      through a Joint Training Programme including
                                      complementary skills modules – focus on
                                      development of early-stage researchers
                                    • Covers networking costs & the organisation of
                                      short training events
                                    • As an option, can recruit ‘visiting scientists’


                                  • ITNs are in:
                                    • Defined scientific fields as well as inter-
                                      disciplinary, new and emerging supra-disciplinary
                                      fields
                                  Who can participate in an ITN?
FP7 – Marie Curie – Classic ITN

                                  • At least 3 different research groups from
                                    Member or Associated States
                                  • Third country partners are eligible, in addition
                                    to the minimum requirements. International
                                    Co-operation Partner Countries (ICPC) may
                                    receive funding, whilst those in non-ICPCs
                                    may receive funding if absolutely essential for
                                    the project
                                  Who participates in an ITN?
FP7 – Marie Curie – Classic ITN

                                  • An ITN has both industrial and academic
                                    partners. Industry involvement essential at
                                    one of two levels:
                                     • As a full partner (‘participants’)
                                     • Provider of specific training or secondment
                                       opportunities (‘associated partner’)
                                  • Guide recommends consortium of 6-10
                                    participants & maximum 500 researcher
                                    months
                                     Note: the third-level option of involvement
                                     through membership of an advisory board is
                                     no longer available
                                  Who participates in an ITN?
FP7 – Marie Curie – Classic ITN

                                  Private sector partners:
                                  • must be organisations gaining the majority of
                                    their revenue through competitive means with
                                    exposure to commercial markets.
                                  • Industry representatives can participate but
                                    do not satisfy this criterion
                                  • Think broadly about potential private sector
                                    partners – end users?

                                  ITN must have agreed quality standards and
                                    mutual recognition of training/ diplomas
                                  Who participates in an ITN?
FP7 – Marie Curie – Classic ITN

                                  Private sector partners:

                                    • Active involvement in research training
                                      programme considered essential;
                                    • Think about involving them in site visit to
                                      academic partners, seminars, workshops
                                      as well as secondments;
                                    • As many fellows as possible should benefit;
                                    • Level of involvement appropriate to nature
                                      of training and subject area
                                  Who can you recruit to an ITN?
FP7 – Marie Curie – Classic ITN

                                  • An ITN supports researchers:
                                    • With up to 5 years experience (inc. doctoral
                                      study)
                                    • From all over the world
                                    • For periods of 3 - 36 months (ESRs)
                                    • For periods of up to 24 months (EXRs)
                                    • Researchers can be seconded to other
                                      partners for up to 30% of recruitment
                                  Researchers can be of any nationality but
                                  must comply with the mobility rule
                                  ITNs – key issues
FP7 – Marie Curie – Classic ITN

                                  • Ratio ESR/ER:
                                    - ‘The total amount of ESRs and ERs should be
                                       reasonable and in line with what is recommended
                                       in the Guide for Applicants’ (80/20)
                                  • Visiting Scientists:
                                    - Exceptional and duly justified in the context of
                                      the training programme
                                  • Conferences:
                                    - ‘should be proportionate to the proposed research
                                      training programme’
                                    - ‘is an opportunity for the recruiter researchers to
                                      exchange knowledge with more experienced
                                      researchers from outside the network’.
                                ITNs – Innovative Doctoral
                                Programmes (IDP)
                                • 1 Participant (from MS/AC)
FP7 – Marie Curie – ITN (IDP)


                                • Associated Partners from any country, sector,
                                  discipline
                                • Should be: intersectoral, international,
                                  interdisciplinary
                                • Should equip doctoral candidates with
                                  innovative skills (both subject-specific and
                                  generic)
                                • Quality and quantity of supervision of doctoral
                                  candidates key
                                • No option to recruit experienced researchers:
                                  ESRs only!
                                ITNs – Innovative Doctoral
                                Programmes (IDP)
                                Intersectoral dimension might be addressed by:
FP7 – Marie Curie – ITN (IDP)


                                   • 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
                                ITNs – Innovative Doctoral
                                Programmes (IDP)
                                International dimension might be addressed by:
FP7 – Marie Curie – ITN (IDP)


                                  • Offering possibilities to take courses abroad
                                  • Developing partnerships and/or joint degrees with
                                    other research institutions or companies in different
                                    countries
                                Interdisciplinary 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
                                ITNs – European Industrial
                                Doctorates
                                • 2 participants: 1 academic, 1 private sector
FP7 – Marie Curie – ITN (EID)


                                  (MS/AC only)
                                • Possible associated partners from any
                                  country and any sector
                                • Each researcher must:
                                  • Be enrolled in a doctoral programme
                                  • Be employed by at least one of the participants
                                  • Spend at least 50% of the time in the private
                                    sector
                                  • Be jointly supervised by both participants
                                • 1 to 5 researchers/project
                                • Mandatory consortium agreement
                                • No experienced researcher recruitment
                                ITNs – European Industrial
                                Doctorates
                                Should:
FP7 – Marie Curie – ITN (EID)


                                • Involve companies in doctoral training
                                • Develop innovative aptitudes and
                                  entrepreneurial mindsets
                                • Improve the employability and career
                                  perspectives of doctorate holders
                                • Strengthen co-operation between universities
                                  and companies
                                • Enhance the research potential and
                                  competitiveness of European companies and
                                  SMEs
                          ITNs – overview of 3 modes
FP7 – Marie Curie - ITN
                          ITNs – 2011 call info

                          • Publication date: 20 July 2011
                          • Call deadline: 12 January 2012
FP7 – Marie Curie - ITN




                          • Indicative budget: €423.23 million

                          • Indicative timetable:
                            • Results expected 4 months after deadline
                            • Grants agreement signature from 9 months after
                              deadline
Results




          http://www.ukro.ac.uk
                          ITNs – results of 2010 call

                                              Funded      Success
                            Evaluated
                                              proposals   Rate
                            proposals
FP7 – Marie Curie - ITN




                            LIF         230   19          8.2%
                            ENG         199   14          7.0%
                            PHY         126   8           6.3%
                            CHE         100   7           7.0%
                            ENV         95    7           7.4%
                            SOC         77    6           7.8%
                            MAT         18    1           5.6%
                            ECO         21    1           4.8%
                            TOTAL       863   63          7.4%
                          ITNs – results of 2011 call
                                                          Success
                            Evaluated         Main list   Rate
                            proposals

                            LIF         285   27          9.5%
FP7 – Marie Curie - ITN




                            ENG         204   19          9.3%
                            PHY         99    9           9.1%
                            CHE         108   9           8.3%
                            ENV         121   11          9.1%
                            SOC         72    7           9.7%
                            MAT         15    1           6.7%
                            ECO         15    1           6.7%
                            TOTAL       919   84          9.1%
                          ITNs – 2010 results overview

                          • 63 projects on main list
FP7 – Marie Curie - ITN




                                               Overall    UK
                            Total number of     857       182
                             coordinators
                                Funded           63        13
                              coordinators     (7.4%)    (7.1%)
                            Total applicants    7725     1104
                                Funded           574       87
                               applicants      (7.4%)    (7.9%)
Examples of a funded ITN proposal




                        http://www.ukro.ac.uk
FP7 – Marie Curie – ITN Example    LECHE: Lactase persistence and the
                                   early Cultural History of Europe

                                  • This large (15 researcher, 24 participants)
                                    European training network explores the origin
                                    and impact of dairying Europe. The participating
                                    researchers will draw on the latest genetic
                                    studies of modern humans and domestic
                                    animals to identify markers of specific traits, but
                                    will also travel back in time and search for these
                                    in ancient remains.

                                  • For more information visit:
                                    http://sites.google.com/a/palaeome.org/leche
FP7 – Marie Curie – ITN Example   CODDE: Coordination for Optimal
                                  Decisions in Dynamic Environments

                                  • Studies the links between sensory input, brain
                                    activity and motor output by combining
                                    behavioural techniques, brain imaging,
                                    movement recording and computational
                                    modelling. Provides young scientists with a
                                    structured programme to help develop their
                                    professional skills and careers. Interdisciplinary
                                    techniques include: behavioural method; virtual
                                    reality; computational methods; brain imaging;
                                    movement recording.

                                  • For more information visit:
                                    http://www.optimaldecisions.org
                                  DESIRE: Creative Design
                                  for Innovation in Science
FP7 – Marie Curie – ITN Example
                                  and Technology
                                  • Brings together expertise in human computer
                                    interaction, psychology, arts and design. Aims
                                    to advance understanding of creative design
                                    processes applied in the scientific and
                                    technological problem solving. This will lead to
                                    the elaboration of: theories and models of
                                    creative processes; and methods, techniques
                                    and systems to support both creative design
                                    processes and creativity training.

                                  • For more information visit:
                                    http://www.desirenetwork.eu
                                  ELDEL: Enhancing Literacy
                                  Development in European
FP7 – Marie Curie – ITN Example
                                  Languages
                                  • Overlapping cross-linguistic studies (known as
                                    Workpackages 1-6) to reveal the language-
                                    specific and language-general factors affecting
                                    literacy development. Partners with expertise in
                                    developmental, educational and clinical
                                    psychology, experimental psycholinguistics,
                                    speech and language therapy, and an industrial
                                    partner specialising in the creation of software
                                    for the assessment and training of literacy skills.
                                    There are a total of 7 Partners.

                                  • For more information visit:
                                    http://www.eldel.eu/welcome
Financial information




                        http://www.ukro.ac.uk
                            Financial Information– ITNs
                            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
FP7 – Marie Curie - Rates



                            Category 2: Mobility Allowance
                            • €1000/€700 (family/not) 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)
                            • Flat rate category
                            Category 4: Management Activities
                            • Maximum 10% of total EU contribution (real costs category)
                            Category 5: Overheads
                            • 10% of direct costs
                            • Flat-rate cost category
Tips on writing your ITN proposal
UK National Contact Point
mariecurie-uk@bbsrc.ac.uk



                            http://www.ukro.ac.uk
FP7 Submission and Evaluation    Process Overview

                                Call opens One/two stage      Eligibility
                                            e-submission                    Individual
                                                               Check
                                                                            Evaluation


                                                                    Panel
                                              Feedback        Review/ Consensus
                                                (ESR)
                                Post-evaluation
                                   Ranking
                                                  Report to     Negotiation of
                                                     PC           Proposals
MCA – Submission & Evaluations   Process timetable
                                 Publication of call              20-07-2011
                                 Deadline for submission of       12-01-2012 at 17:00:00,
                                 proposals                        Brussels
                                                                  local time
                                 Evaluation of proposals          April-2012
                                 Evaluation Summary Reports        May-2012
                                 sent to
                                 proposal coordinators ("initial
                                 information letter")
                                 Invitation letter to successful   June 2012
                                 coordinators to launch grant
                                 agreement
                                 negotiations with REA services
                                 Letter to unsuccessful applicants From August-2012
                                 Signature of first grant         From September-2012
                                 agreements
                           Who do I need in my consortium?

                           •   Depends on topic…
                           •   Partners must match activities in proposal
Building your consortium



                           •   Appropriate balance of sectors – industry,
                               academia, civil society, user groups, etc
                                 •   Industry considered essential but others
                                     could also be important for the topic
                           • Consideration of what the purpose of the
                             scheme is RESEARCH TRAINING
                           • NOTE – no more than 40% of funding
                             should go to one country
                           • EU dimension/ added-value!
                           What is EU added-value?
                           How does the EU benefit from funding your project and why is it
                               required at the EU level?
Building your consortium


                           S&T
                           •     Expertise from other EU countries
                           •     Access to data from other countries
                           •     Different cultural and social perspectives
                           •     Research/training too costly for one country

                           Implementation
                           •    Avoid having one partner dominate research/training activities and
                                budget
                           •    Appropriate geographic spread for that project

                           Impact
                           •   Improve competitiveness, health and environment of EU
                           •   Feed into EU-wide policy objectives and their development
                           •   Decrease fragmentation and duplication
FP7 – Marie Curie – Your Proposal   Admin information in……

                                    • 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
FP7 – Marie Curie – Your Proposal   Your project is mainly defined in
                                    ….


                                    • PART B addresses the evaluation criteria
                                      • …which vary according to MCA
                                      • …and have different weightings and thresholds
                                    • General structure of Part B for ITNs and
                                      IAPPs is:
                                      •   Cover Page, Table of Contents
                                      •   S & T Quality
                                      •   Training/Transfer of Knowledge
                                      •   Implementation
                                      •   Impact
                           Weightings and thresholds
                           for ITNs
                                             Weighting Threshold

                            Scientific       30%        3
FP7 – Marie Curie – ITNs




                            quality of the
                            project
                            Training         30%        4

                            Implementation 20%          3

                            Impact           20%        4

                                Overall threshold of 70% applies
                                   S & T Quality criteria
FP7 - Marie Curie – ITN criteria

                                   • S&T objectives of the research programme,
                                     including in terms of 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 - Knowledge of the
                                     state-of-the-art
                                   • Contribution of the private sector and
                                     possible other socio-economic actors
                                   S&T Quality – positive
                                   feedback
FP7 - Marie Curie – ITN criteria

                                   • Excellent overview of state-of-the-art in
                                     this research area
                                   • Precise and detailed research work plan
                                   • Scientific quality and originality of the
                                     proposal are excellent
                                   • Research method is appropriate and well
                                     described
                                   • The project is timely and novel
                                   • A series of well defined and relevant
                                     project objectives
                                   • The multidisciplinary is well demonstrated
                                   S&T Quality : negative
                                   feedback
FP7 - Marie Curie – ITN criteria

                                   • Interdisciplinary aspect of the project is
                                     not very strong
                                   • Clear references to state-of-the-art and
                                     scientific originality are missing
                                   • The final research outputs and the
                                     practical results of the training programme
                                     should be more clearly described
                                   • Role of the industrial partners is not well
                                     explained
                                   • A precise description of the research
                                     methodology is missing
                                   Training criteria
FP7 - Marie Curie – ITN criteria

                                   • 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)
                                   Training criteria
FP7 - Marie Curie – ITN criteria

                                   • 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
FP7 - Marie Curie – ITN criteria   Training : positive feedback

                                   • The training programme is very well
                                     structured and is fully consistent with the
                                     research programme
                                   • Local and network wide training will be
                                     provided
                                   • Complementary skills training is well
                                     thought of
                                   • The training topics are well identified and
                                     defined
                                   • The role of the participants are well
                                     described and exploitation of the network
                                     potential is adequately considered and
                                     discussed
FP7 - Marie Curie – ITN criteria   Training: negative feedback

                                   • The role of the Supervisory Board should
                                     be better defined
                                   • Reason for the need for Visiting Scientist
                                     should be given
                                   • Description of the training project for each
                                     researcher is too vague
                                   • Average number of ESRs per partner
                                     seems exaggerated
                                   • The role of the associate partners and
                                     their participation in the training events
                                     should be more clearly defined
FP7 - Marie Curie – ITN criteria   Quality of training - tips

                                   • Training in research methods and
                                   techniques
                                   • Personal Development Plan
                                   • Complementary skills training – ethics,
                                   research management
                                   • Transferable skills training – cf Roberts
                                   • Graduate School Provision – including
                                   RC courses
                                   • Conferences, seminars, public fora et
                                   • Supervision!
FP7 - Marie Curie – ITN criteria   Implementation criteria
                                   • 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?
FP7 - Marie Curie – ITN criteria    Implementation criteria

                                   • 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
MCA – Submission & Evaluations   European Charter and Code

                                 • European Charter for Researchers
                                   addresses:
                                   • Roles and responsibilities
                                   • Entitlements
                                   • of researchers and their employers or funding
                                     organisations.
                                 • Code of Conduct for the Recruitment of
                                   Researchers aims to:
                                   • improve recruitment and make selection procedures
                                     fairer and more transparent
                                   • proposes different means of judging merit
MCA – Submission & Evaluations   “In endorsing the principles, we,
                                 the signatories, hereby adopt
                                 the principles of the European
                                 Charter for Researchers And
                                 Code of Practice for the
                                 Recruitment of Researchers”
                                 UK Concordat - http://www.researchconcordat.ac.uk

                                      • If principles of the revised Concordat
                                        are adopted by an institution then they
                                        have also adopted the principles of the
                                        Charter and Code
                                      • However, it is an institutional decision
                                        to become a signatory to the Charter
                                        and Code
                             Implementation: positive
                             feedback
                             • The type and frequency of meetings seem
FP7 – ITN – Implementation


                               appropriate
                             • The industrial partners play an essential
                               and active role both in the training and
                               research aspects of the proposal
                             • The recruitment strategy is clearly defined
                             • The management structure is clear and
                               appropriate to the proposed project
                             • The plan for dissemination of project
                               results is well done
                             Implementation: negative
                             feedback
                             • The industry involvement is poor in
FP7 – ITN – Implementation


                               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
FP7 - Marie Curie – ITN criteria   Impact criteria
                                   • Contribution of the proposed training
                                     programme to:
                                     • Structure training at doctoral level with the
                                       acquisition of 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)
FP7 - Marie Curie – ITN criteria   Impact criteria
                                   • 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
FP7 - Marie Curie – ITN criteria   Impact: positive feedback
                                   • Clear impact of the involvement of visiting
                                     scientists
                                   • Good prospects for potential long term
                                     collaborations
                                   • The involvement of industrial partners will
                                     be mutually beneficial for the companies
                                     and for the ESRs/ERs
                                   • The project can offer great career
                                     opportunities to both ESR and ER involved
                                   • The training proposed by the network is
                                     such that probably no single institution in
                                     Europe would be capable of providing it
                                     on its own.
FP7 - Marie Curie – ITN criteria   Impact: negative feedback

                                   • The proposed impact, as described [in the
                                     field of science] is not convincing
                                   • The number of visiting scientists is too
                                     high and not appropriate for the proposed
                                     programme
                                   • The lack of training in an industrial context
                                     is a major drawback
                                   • The description of the impact on the
                                     scientific community outside the network
                                     should be elaborated upon
FP7 - Marie Curie – ITN criteria   Impact: tips

                                   Think about impact on different levels, e.g.

                                   • Personal – what will researcher gain beyond that
                                     available at single institution?

                                   • European – address fragmentation, common
                                     courses, sustainability of collaboration, including
                                     that with private sector

                                   • Discipline – what is available in single country?
                                     Why EU level needed? Why need for trained
                                     researchers in area?

                                   • Others?
                          ITNs – final tips
                          • Industrial participation is key
                             • Addressed under all four criteria: and has been
                               strengthened with respect to training. Aspects that
                               are assessed under more than one evaluation
FP7 – Marie Curie - ITN




                               criteria will count under each of these criteria
                          • Evaluation criteria
                             • Address thoroughly: make sure you cover each
                               one; do not bury in text
                          • Clarity of presentation
                             • Present case clearly: use tables, diagrams and
                               summaries where appropriate
                          • Different schemes
                             • Make sure you have addressed the requirements
                               of the relevant strand!
FP7 Submission and Evaluation   Key documents
                                Call Fiche                              Focus
                                Work Programme
                                Guide for Applicants                    Preparation
                                EPSS Guide                              and
                                                                        submission
                                Rules on Submission and                 Background
                                Evaluation, Guide for Evaluators
                                Model Grant Agreement
                                Financial, negotiation, reporting and
                                IPR guidelines
                                FP7, Specific Programme Text

                                Other policy documents
                   Top tips – preparation
                    1. Clarify your own goals for participation
                    2. Read all Call documentation (ie, GfA and
                       WP)
                       - Also consider relevant EU policy documents

                    3. Fully appreciate the evaluation criteria
FP7 - Essentials




                    4. Discuss with and meet potential partners
                    5. Use appropriate partnership (including
                       balance of budget and activities)
                    6. Set aside enough time
                    7. Research previous and current projects
                    8. Work with your institution
                   Top tips - application
                    1.   Register in EPSS (Coordinator)
                    2.   Put yourself in the shoes of the evaluator
                    3.   Write clearly and concisely
                    4.   Stick to formatting rules (page limits, font,
                         etc)
                    5.   Include well worked out plans
FP7 - Essentials




                    6.   Outline any ‘Plan B’ (risk analysis)
                    7.   Use tables and diagrams where
                         appropriate
                    8.   Ask someone to read through your
                         proposal
                    9.   Make sure final version is submitted!
                            Further Information
                            UKRO NCP website:
FP7 – Marie Curie Actions


                            http://www.ukro.ac.uk/mariecurie/index.h
                            tm

                            Queries on the schemes:
                            mariecurie-uk@bbsrc.ac.uk

                            Tel: +32 2 230 0318; Fax +32 2 230 4803

                            Other useful websites:
                            http://cordis.europa.eu/fp7/people/home_
                            en.html
                             Links

                             • UK National Contact Point for Marie Curie
FP7 – People – Marie Curie


                               http://www.ukro.ac.uk/mariecurie
                             • CORDIS
                               http://cordis.europa.eu/mariecurie-actions
                             • The Charter and the Code
                               http://ec.europa.eu/euraxess/index.cfm/rights/index
                             • UK HE Sector analysis:
                              http://www.rcuk.ac.uk/news/gapanalysis.htm
                             • Euraxess Mobility Portal
                               http://ec.europa.eu/euraxess
                             • Queries
                               mariecurie-uk@bbsrc.ac.uk
          How to become a successful ITN applicant -
                    a West Midlands perspective


                             Maria A Heckl
                      Department of Mathematics
                           Keele University
                        Staffordshire ST5 5BG
                                 U.K.

                        m.a.heckl@keele.ac.uk




29 September 2011        WMES Workshop, Coventry
 1. Rationale of “Initial Training Networks” (ITN)

 ITN: Multi-disciplinary network across Europe collaborating on a
 specified research project.
 Involves partners from universities, research organisations, industry.
 The focus is on research training of young people.
 The young researchers have to be mobile and cannot work in their
 native country.
 They are typically employed for 3 years and finish with a PhD.
 Post-docs can also be involved.
 Training is provided through hands-on research, workshops, modules for
 complementary skills.




29 September 2011         WMES Workshop, Coventry
   2. The topic of my network (LIMOUSINE)
   Combustion instabilities




                flame

fuel injector




                                 industrial combustor
   generic combustor             (Siemens SGT 100 gas turbine)


29 September 2011        WMES Workshop, Coventry
 Features of this topic

 Past and present research area of mine (applied mathematics).
 Combines analytical, numerical and experimental aspects.
 Combines several disciplines:     applied mathematics
                                   mechanical engineering
                                   thermodynamics
                                   control theory
                                   etc.
 Concern for industry, in particular power generation with gas turbines.
 Touches on environmental issues.
 Has received EC funding in the past.




29 September 2011         WMES Workshop, Coventry
 3. Steps to build a network
 Choice of research project
 Identify core topic by brainstorming with one or two colleagues
 from a complementary discipline and a different EU country.
 Look at earlier EC projects, and focus on some new key elements
 to make the new project distinctly different.
 Identify issues for industry.
 Choice of partners (they need to be responsive and efficient)
 Select existing colleagues/contacts.
 Seek personal recommendations from trusted colleagues.
 Face-to-face meetings with new contacts (no risks with unfamiliar
 partners).
 Additional requirements for industrial partners:
 Interest in the project.
 Staff and facilities to supervise a PhD student.
 Broad base of knowledge.
29 September 2011          WMES Workshop, Coventry
  Partners in the LIMOUSINE network


Partner (academic)            country      expertise
Keele University                           Analytical modelling of thermo-
                              UK
Applied Mathematics                        acoustics
University of Twente                       Modelling and experiments on
                              NL
Thermal Engineering                        acoustics and combustion
Imperial College                           Laser diagnostics: PIV, flame front
                              UK
Mechanical Engineering                     tracking
Brno Univ. of Technology
                              Czech        Dynamics of liquid fuel
Thermodyn.& Environm.
                              Republic     combustion
Eng.
University of Zaragoza                     Combustion dynamics of diffusion
                              Spain
Fluid Mechanics / LITEC                    flames




 29 September 2011         WMES Workshop, Coventry
Partner (research org.) country        expertise
CERFACS                                Large Eddy Simulation and fluid-
                       France
CFD Team                               structure interaction
DLR                                    Numerical simulation of oscillating
                       Germany
Combustion                             flames and transient heat flux

Partner (industrial)   country        expertise
Ingenieurbüro für                     Active control of combustion
                       Germany
Thermo-Akustik                        instabilities
Siemens Power                         Gas turbine design, manufacture
                       Germany
Generation                            and operation
                                      Numerical simulation of fluid and
ANSYS                  UK
                                      structure mechanics
                       NL and         Operation and maintenance of gas
Electrabel
                       Belgium        turbine power plants
                                      Repair and manufacture of gas
Sulzer Elbar           NL
                                      turbine parts
 29 September 2011      WMES Workshop, Coventry
 4. How I got involved

 In 2006, I organised a structured session (on theoretical aspects of
 combustion instabilities) for an international congress on sound and
 vibration.
 Through this, I got to know a colleague who organised a session
 on a similar topic (engineering aspects of combustion instabilities).

 We applied to the Royal Society for an “International Joint Project”,
 which gave us funding over two years for regular exchange visits.
 In the first year, we designed a generic combustor, which became the
 core of the LIMOUSINE project.
 In the second year, we collaborated on our application to the EC,
 mainly by face-to-face meetings funded by the Royal Society.




29 September 2011         WMES Workshop, Coventry
 Challenges
 Misunderstandings can occur because different disciplines and
 different countries have different “cultures”.
 Face-to-face discussions are vital for the proposal preparation.
 Visiting potential partners requires time, mobility and funds.
 Describing the project in only 30 pages is not easy.
 Copy/paste from earlier proposals does not work.

 Benefits
 ITNs are a good opportunity to set up and run exciting research
 projects.
 The funding is attractive (~ £60 000 over 3 years to cover training
 expenses of a PhD student).
 ITNs are multidisciplinary and give insights into other areas.
 The international aspect is very stimulating.
29 September 2011         WMES Workshop, Coventry
International Research Staff
 Exchange Scheme (IRSES)
           Mandy Heard
  West Midlands European Service


                        29th September 2011
                Programme today

•   IRSES: what this is all about;
•   IRSES: application process;
•   How to prepare a successful proposal;
•   You and your priorities.
WEST MIDLANDS EUROPEAN
        SERVICE
West Midlands European
 Service – Who are we?



    Birmingham           Brussels
      Team                Team
    (former EU           (former
     Connects)            WMiE)
     West Midlands European Service

The Birmingham office            The Brussels Office
• Support to the organisations   • Support to the experienced
  new to or with limited           in EU funding
  experience of European         • Advice on the FP7
  funding                        • Lobbying
• Advice on various funding      • Policy updates
  programmes                     • Meeting spaces (WM
• Project development grants       European Centre)
• Training in the bid writing    • Service Level Agreement
  and project management         • Project Management
• Free                           • Dissemination Partner
        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
 Our success so far


•592 submitted projects worth €65M

•280 successful projects so far

•€18,8M investment to the WM

2000 people trained
    Life Long
                         INTERREG                  LIFE+              Erasmus for Y.
    Learning
                                                                      Entrepreneurs
                        Regional level         Environment
Vocational training
                          Strategy           Protecting natural       Work placements
        skills
                            Policy            Assets / species        in the successful
   Employability
                        Exchange of          Strategic / policy          enterprises
Innovative learning
                        best practice
 Policy or delivery




   Marie Curie         Competitiveness           Intelligent
    Actions                                                               Daphne III
                         & Innovation          Energy Europe
                             SMEs              Energy efficiency
 SMEs/universities                                                     Justice, freedom
                              ICT             Renewable energy
     Networks                                                            and security
                      Innovative products,         sources
Research/Knowledge          services          Energy in transport
      Transfer           and processes       Integrated initiatives
    Fellowships



     Which Funds do we support?
General Overview

MARIE CURIE
PEOPLE ACTIONS
                       FP7 Programme




4 Programmes: Cooperation, Ideas, People, Capacities
(+ Joint Research Centre + Euratom)
                  Marie Curie Objectives
       Structuring 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 prestige
                                                    * Open to third-country nationals

1. Initial training:
• Networks for early stage researchers*

    2. Life long training and career development:
    • Intra European Fellowships*
    • Career Integration Grants
    • Co-funding of national programmes*

         3. Industry dimension:
         • Industry-academia partnership and pathways*

               4. World Fellowships:
               • Outgoing fellowships
               • Incoming fellowships*
               •International Research Staff Exchange Scheme*

                                      5. Specific actions
                                    Such as: ‘Researchers’ Night’
                                      Applicant
                                      Individual    Industry &    Research
                                      Fellowships   Research      Institutions
Recruited Researcher


                                                    Organisations

                       Post-
                       graduates                    ITN
        profile




                       < 4 years

                       Post-doc       IOF           IAPP          IRSES
                       > 4 years      IEF

                       Senior post-
                       doc            IIF
                       > 10 years     CIG
International Research Staff Exchange Scheme




IRSES
Purpose of the programme
 Strengthen research
  partnerships between EU
  and non EU research
  organisations.

 Staff exchange and
  networking activities.

 Establishment or
  reinforcing of long-term
  collaboration.
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
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.
                  Typical Activities
•   Joint research
•   Training
•   Joint workshops
•   Seminars
•   Networking
•   Transfer of Knowledge

Complementarity and synergies between partners
                   are critical
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
States
Countries 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 funding
 http://ec.europa.eu/research/iscp/index.cfm?lg=en&pg=countries
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)
                  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)
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 €
     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
Financial Reporting
X No reporting on actual
  costs, no evidence
  required

√ Results only (scientific
  and number of person-
  months exchanged)
                           Statistics
                  Proposals          Available Budget Proposals
                  received                            Funded
2008              73                 €25M             56

2009              178                €30M             107

2010              172                €31,350M         89

2011              189                €30M             85*

* Number of proposals recommended for funding
Example 1
• A French and a Swiss research institute propose an exchange
programme with a university in Tunisia, coordinated by a Tunisian
partner.
• Eligible but the coordinator must be an EU MS/AC research
organisation
Example 2:
• A Dutch research centre and Estonian University propose an
exchange programme with the USA. Staff from the US partner will
be seconded to Estonia and the US and Estonian Staff will be
seconded to the Netherlands and the US.
• Eligible. Estonian staff going to Netherlands and vice-versa are
ineligible for funding. US costs to the EU must be covered from
own resources
Example 3: EASTWESTFOOD
The joint activities in this project will take place within four
areas of collaboration, organized in four work packages:
  1) Healthy Diets in East and West,
  2) Dairy Technology,
  3) Metabolic Engineering and
  4) Business Economics and Entrepreneurship


Partners: Denmark; Netherlands; India
Duration: 48 months
Funding: € 127.800
Example 4: Laser Nanoscale Manufacturing

Staff exchange on researching and developing new
maskless laser nanoscale manufacturing technologies for
low cost, simple and high speed manufacturing of nano
structured surfaces and components including periodic
structures.
Partners: Finland, UK, China
Duration: 36 months
Funding: €347.400
Example 5: Novel medical adsorbents for
extracorporeal treatment of life threatening
conditions
This 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
IRSES success rate (2011)


         46%
IRSES


APPLICATION PROCESS
         IRSES new call for proposal
http://ec.europa.eu/research/participants/portal
           Presenting your proposal


Part A                           Part B
Administrative information      Your Proposal
(description of work, contact   Including Science and
details, partner                Technical content
Characteristics etc).
                                Uploaded by the lead
                                partner to EPSS
                  Online forms on EPSS
Part A

A1: Snapshot of your project (complete by the
 lead partner)
A2: Partner Organisations (completed by each
 participant)
A4: Funding request
Part B

B1: Quality of Exchange Programme
 (complementarities/synergies)

B2: Transfer of Knowledge (mutual benefits)

B3: Implementation (management)

B4: Impact (collaboration, ERA)
           IRSES
Evaluated criteria and thresholds
IRSES


EVALUATION FEEDBACK
STRENGTHS: QUALITY OF THE EXCHANGE PROGRAMME

PARTNERSHIP IS HOMOGENEOUS AND OF GOOD
QUALITY IN THE ADDRESSED TOPIC.

THERE ARE GOOD COMPLIMENTARITIES/SYNERGIES
BETWEEN THE PARTNERS. EACH PARTNER
CONTRIBUTES TO ONE OR MORE

THE SCIENTIFIC QUALITY OF THE PARTNERS AND
THEIR EXPERIENCE IN INTERNATIONAL COOPERATION
ARE VERY GOOD.

RESEARCH AND TRAINING OBJECTIVES ARE CLEARLY
STATED AND MOTIVATED.
WEAKNESSES: QUALITY OF THE EXCHANGE PROGRAMME

THE ONE MONTH SECONDMENTS OF ESRS ARE
TOO SHORT TO BOTH LEARN NEW KNOWLEDGE
AND PURSUE THE PLANNED RESEARCH TASKS

PROJECT COORDINATORS ARE NOT CLEARLY
IDENTIFIED FOR ALL PARTICIPANTS

SCIENTIFIC QUALITY OF THE EXCHANGE
PROGRAMME IS NOT FULLY DEMONSTRATED, AS
THE WORK IS MORE A TECHNICAL NATURE

THE DELIVERABLES ARE MOSTLY COMPRISED OF
REPORTS AND PAPERS
STRENGTHS: TRANSFER OF KNOWLEDGE

THE PROJECT CLEARLY HAS THE POTENTIAL FOR A TOK
WITHIN THE ADDRESSED TOPIC, WITH BENEFITS FOR BOTH
REGIONS INVOLVED.

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
WEAKNESSES: TRANSFER OF KNOWLEDGE

THE PLANS FOR TRANSFER OF KNOWLEDGE TOWARD
THE SCIENTIFIC COMMUNITY THROUGH PUBLICATION
OR INTERNATIONAL CONFERENCES AND ITS
SUSTAINABILITY ARE NOT SUFFICIENTLY DESCRIBED

THE ROLES AND BENEFITS OF THE ESRS ARE ONLY
GENERALLY DESCRIBED

THE NUMBER AND ROLE OF THE STAFF TO BE
EXCHANGED IS NOT FULLY JUSTIFIED IN LIGHT OF THE
WORK-PLAN PROPOSED.

THE DURATIONS OF THE SECONDMENTS ARE QUITE
SHORT TO BE USEFUL
STRENGTHS: IMPLEMENTATION

THE PARTNERS HAVE GOOD CAPACITIES AND THE
HUMAN RESOURCES TO CARRY OUT THE PROPOSED
ACTIVITIES

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.

GOOD PLANNED MEASURES FOR SUPPORTING
RESEARCHERS
WEAKNESSES: IMPLEMENTATION

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
STRENGTHS: IMPACT

THE ADDRESSED TOPIC IS RELEVANT WITHIN THE
OBJECTIVES OF ERA

THERE IS POTENTIAL TO DEVELOP LONG LASTING
COLLABORATION WITH THIRD COUNTRY PARTNERS
WITHIN THE FIELD OF THE PROJECT.

THE GLOBAL SCIENTIFIC AND TECHNOLOGICAL
BENEFITS OF THE PROPOSAL ARE VERY RELEVANT TO
THE FIELD

THE PROPOSAL IDENTIFIED SEVERAL POSSIBLE
IMPACTS AND PROVIDED GOOD ANALYSIS SHOWING
THE CONTRIBUTIONS
WEAKNESSES: IMPACT

THE COMMITMENT TO MAXIMISE THE BENEFITS
OF THE PROPOSAL BY FUTURE INDUSTRIAL OR
COMMERCIAL EXPLOITATION COULD HAVE BEEN
DEVELOPED

EXPLOITATION PLANS ARE NOT FULLY
DEVELOPED
           Key Success factors
• Researcher experience
• Read carefully the 2011 People Work Programme and
  the IRSES Guide for Applicants
• Check if you comply with the eligibility rules
• Balanced exchanged programme
• Clarity and quality of the research objectives
• Timeliness and relevance of the project
• Contribution to European excellence
• Have the application read by a third person
• Work with WMES!
                  2012 Deadlines

International Research Staff Exchange      18 January 2012
Scheme (IRSES)
Intitial Training Networks (ITN)           12 January 2012


Industry Academia Partnerships and         19 April 2012
Pathways (IAPP)

Intra- European Fellowships (IEF)          11 August 2011
International Incoming Fellowships (IIF)   (opens 16/03/2011)
International Outgoing Fellowships
(IOF)
Useful links
• EPSS https://www.epss-fp7.org/epss/welcome.jsp
• IRSES call documents:
  http://ec.europa.eu/research/participants/portal/page/people?c
  allIdentifier=FP7-PEOPLE-2012-IRSES
• Find a partner:
• http://cordis.europa.eu/partners-service/home_en.html
• Euraxess:
  http://ec.europa.eu/euraxess/index_en.cfm?l=0&12=1
• Publications (for rationale and impact sections)
  http://ec.europa.eu/research/iscp/index.cfm?pg=allpublication
  s
• WMES: http://www.wmcouncils.gov.uk/west-midlands-
  european-service
     ITN AND IRSES
APPLICATION WORKSHOPS
     3RD NOVEMBER
         Mandy Heard
   European Funding Adviser

m.heard@wmeuropeanservice.eu
 0121 245 0185 / 07827 894749
 www.wmeuropeanservice.org
         Thank you!
How to become a successful IRSES applicant
      – a West Midlands perspective

                Dr Weidong Li
              Coventry University

            aa3719@coventry.ac.uk
Motivation to apply for IRSES

  • We have developed and are developing strategic and research
    cooperation with some good research organisations/universities in third
    countries, in particular China and Ukraine

  • One of our primary research areas is sustainable manufacturing. China is
    one of the primary manufacturing hubs. Neighbour countries are the
    potential new members of the EU

  • To cooperate with China and neighbour countries such as Ukraine should
    be considered in an urgent agenda to eliminate
    political/legislative/operational barriers to fulfil the global mission

  • IRSES is a good research funding theme to support our cooperative
    research
Why IRSES
  •   The scheme is for research organisation cooperation. Therefore there are a
      number of researchers involved – means you have more opportunities to
      work with a number of researchers from different organisations seconded to
      your organisation for a short period (less than 12 man-months per researcher
      during the project); You will also have opportunities to visit organisations in
      third countries

  •   The scheme can support third countries financially – means research
      organisations from third countries are more willing to participate

  •   The scheme is flexible in supporting worldwide research cooperation – means
      you can cooperate with organisations not only from the EU

  •   The success rate of IRSES is generally higher than other PEOPLE schemes

  •   The funding scheme is straightforward and easier to manage
Choosing research topic for IRSES application

  •   IRSES theme uses a bottom-up approach, i.e. all fields of research of
      interest to the EU are eligible for funding, except areas of research
      covered by the EURATOM Treaty

  •   On the other hand, the EU is supporting research projects more in the
      areas of renewable energy, environmental protection (including climate
      change), green building, sustainable transport, etc.

  •   It will be good if you could link your research topic with the research
      priority areas defined by the EU, which will enhance the impact of your
      research proposal

  •   In our case, we proposed to use Information Communication
      Technologies (ICT) to develop services and architecture for sustainable
      manufacturing management in SMEs
Setting-up project consortium
  •   Public or private non-profit bodies carrying out research can participate
      in this action. A partnership in this action shall be composed of at least
      two independent partners established in at least two different EU MS or
      AC, and one or more organisation(s) either located in countries with
      which the EU has an S&T Agreement, or in other third countries covered
      by the ENP (European Neighbour Partnership)

  •   We felt that it could be easier to carry out an IRSES project if there is a
      balanced number from the EU and third countries in the consortium, e.g.,
      easier to arrange the secondment plan

  •   A consortium with multi-disciplinary skills from partners is encouraged by
      the funding agency

  •   In our case, we have 4 partners from the EU and 4 from the third
      countries. The project partners are from multi-disciplinary areas (ICT,
      manufacturing management, etc.)
Developing the bid – our experiences
  •   Developed two IRSES bids in the past years, and both got awarded

  •   IRSES is about the secondment and exchange of senior and junior
      researchers. It is important to explain why it is necessary to develop this
      cooperation and research exchange (e.g., necessity and motivation of
      worldwide cooperation, benefits to the EU, timing of project)

  •   It also needs to emphasise research innovation and originality, not only
      about the research exchange plan/arrangement

  •   It is better if both of experienced and junior researchers are included in
      the secondment plan, and explain their roles

  •   Dissemination and exploitation plans are important

  •   A balanced secondment plan for all partners will be good (e.g., each EU
      partner organisation should have opportunities to visit every third
      country organisation, and vice versa)
Example –

Complementarities/synergies between the partners
Example –

Exchange program arrangement
Proposal structure
  •   Need to address all the points of the bid template

  •   Need to plan the bid structure carefully – there are some similar items in
      different sections

  •   Can emphasise important points in different sections wisely – reviewers
      are easy to forget your major points when they read a long document

  •   Need to make the main body of your bid within 30 pages!
Project coordinator’s role
  •   Project coordintor is crucial to the success of the project – in the phases of
      the bid development and execution later on

  •   During the bid development, it will be more efficient if the coordinator can
      detail the tasks for partners to follow, such as providing a document template
      and examples for partner to follow easily

  •   Teleconference is always cheap and useful to collect and explain ideas (can
      consider to use Skype, etc.)

  •   It will be good to update the status of the bid development frequently to
      motivate partners during the bid development

  •   Finally, getting invitation from the EU for project negotiation is a very GOOD
      news! However, it is just one of many steps to run a successful project – as a
      project coordinator you will have a lot of works to be done before a project
      starts
Thank you

								
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