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					                  Marie Curie Actions                                          Science, research and development   European Commission




                  Human Resources and
                Mobility in the 6th Framework
                      Programme (FP6)

                         Marie Curie Actions
                                                              Carmela Di Santo
                                                              European Commission - DG Research
                                                              Human Resources and Mobility
                                                              Marie Curie European Fellowships

             http://europa.eu.int/mariecurie-actions/

                                                                                                                         Page 1
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                           Science, research and development   European Commission




                                        Content - Part 1
        •      Overview of FP6
        •      HRM Actions :
               • Marie Curie Actions
               • Eligibility of Researchers
               • Level of Experience
               • Mobility & Nationality Requirements
               • Mobility Strategy: the “Pan-European Researcher‟s
               Mobility Portal”
               • Transition Period : Opportunities in FP5




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Bologna, 24 March 2003                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                                                              Marie Curie Actions                                                                                                                                                                           Science, research and development          European Commission




                                          6th Framework Programme 2002-2006
                                                                                                                                                INTEGRATING EUROPEAN RESEARCH
                                                           PRIORITY THEMATIC AREAS                                                                                                                                                                                           ANTICIPATING S/T NEEDS
                                                                                  Nanotechnologies, intelligent mat.,
                                                                                                                                                                                                                                                                 Research for policy              Frontier research,
                                           Information society technologies



                                                                                                                                                                                                                                                                 support                          unexpected
 Genomic and biotechnology




                                                                                                                                                   Food safety and health risks
                                                                                                                                                                                                                                                                                                  developments
                                                                                  new production processes




                                                                                                                                                                                  Sustainable development



                                                                                                                                                                                                                                      in the knowledge society
                                                                                                                                                                                                            Citizens and governance
                                                                                                                        Aeronautics and space

                                                                                                                                                                                                                                                                 Specific SME activities




                                                                                                                                                                                                            and global change
                                                                                                                                                                                                                                                                 Specific international cooperation activities
                             for health




                                                                                                                                                                                                                                                                 JRC activities




                                                                                                                                                                                                                                                                                        STRENGTHENING THE
                                                                                STRUCTURING THE ERA
                                                                                                                                                                                                                                                                                        FOUNDATIONS OF ERA

 Research                                                                      Human                                                            Research                                                                         Science and                                      Coordination                  Development
 and                                                                           resources &                                                      infrastructures                                                                  society                                          of research                   of research/
 innovation                                                                    mobility                                                                                                                                                                                           activities                    innovation
                                                                                                                                                                                                                                                                                                                policies




                                                                                                                                                                                                                                                                                                                             Page 3
Bologna, 24 March 2003                                                                                                                            HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development       European Commission




                 Framework Programme 2002-2006

             Budget (million euros)
             EC                                                                                                    16 270
              INTEGRATING EUROPEAN RESEARCH                                                                       13 345
              STRUCTURING THE ERA                                                                                  2 605
                     Research and innovation                                                                        290
                     Human resources and mobility (Marie Curie Actions)                                            1 580
                     Research infrastructures                                                                       655
                     Science and society                                                                              80
              STRENGTHENING THE FOUNDATIONS OF ERA                                                                  320
             EURATOM                                                                                                1 230

             TOTAL                                                                                                 17 500

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Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development     European Commission




                              History of Fellowships
                                        Mobility Measures
                     Community Research Training from FP2 to FP6

                                  Budget per Framework Programme (Mio€)

                                     1400
                                     1200
                                     1000
                                      800
                                      600
                                      400                                                                  Networks
                                      200
                                        0                                                                  Fellowships
                                                9

                                                4

                                                8

                                                2

                                                6
                                              98

                                              99

                                              99

                                              00

                                              00
                                            -1

                                            -1

                                            -1

                                            -2

                                            -2
                                          87

                                          90

                                          95

                                          99

                                          03
                                        19

                                        19

                                        19

                                        19

                                        20
                                 2

                                      3

                                      4

                                      5

                                      6
                             FP

                                   FP

                                   FP

                                   FP

                                   FP




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Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
                     Main Features : Continuity and Evolution
        •     Bottom-up approach, including inter/multi-disciplinarity
        •     International mobility of participating researchers
        •     Marie Curie label: a common identity
        •     Opening of Actions to 3rd Country nationals & Hosts
        •     No age limit, but experience criterion
        •     Return and reintegration measures
        •     Excellence promotion measures
        •     Life-long learning concept
        •     Personal / family situation of researchers
        •     Promotion of female participation


                                                                                                                         Page 6
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development        European Commission




          Human Resources and Mobility - Marie Curie Actions
                            Overview
       Profile of                                        Chairs                                       Excellence
       Fellows
                                            Teams                     Awards
                                        Intra-European            International                       Advanced




                                                                                                                                   Return and Reintegration
     4 years                             Fellowships             Fellowships                          Training
   experience
    or Ph.D.                              Host Fellowships for Transfer of
                                                    Knowledge                                                 Transfer of
                                  Development Action             Industry-Academia
                                                                    Partnership
                                                                                                              Knowledge

                                           Research Training Networks
  < 4 years
 experience                             Conferences and Training Courses                                   Early-Stage
                                                                                                            Training
                                         Host Fellowships for Early-Stage



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Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
               Host Driven Actions                                  Individual Driven Actions
        • Host institution/network                                • Researcher applies jointly
          applies for a number of                                   with host
          fellows/researchers                                     • Fellows’ stay depending on
        • Host’s proposal is evaluated                              Action
        • Selected host/network                                   • Fellows withdrawing cannot
          advertises fellowship
          position and selects                                      be replaced
          fellows/researchers
        • Contract duration with host
          (usually 4 years)
        • Fellows’ stay depending on
          Action (up to 3 years)



                                                                                                                         Page 8
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
                                         Eligible Researchers
             Level of Experience:
          Early-stage Researchers

                  at the beginning of their career;
                  < 4 years of active research experience (e.g. researchers
                 undertaking a doctoral degree);
                  not holding a doctoral degree.

          Experienced Researchers

                  at least 4 years of active research experience;
                 or
                  have obtained a doctoral degree. (A distinction is made between
                 researchers with < > 10 years of experience).


                                                                                                                         Page 9
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
                          Mobility & Nationality Requirements

    Researchers must not be nationals of the country in which they plan to be
   appointed and carry out their research;

          Exceptions:

           European researchers having worked outside EU for 4 years in the last 5 years
           Return and Reintegration Mechanisms
           Multiple nationalities (if not resided in the last 5 years)
           International Organisations

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



                                                                                                                         Page 10
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                           Science, research and development   European Commission



                                        Marie Curie Actions
                             Opportunities for Individual Researchers




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Bologna, 24 March 2003                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development        European Commission




         Human Resources and Mobility - Marie Curie Actions

       Profile of                                        Chairs                                      Excellence
       Fellows
                                            Teams                     Awards
                                        Intra-European            International                       Advanced




                                                                                                                                   Return and Reintegration
     4 years                             Fellowships             Fellowships                          Training
   experience                            Host Fellowships for Transfer of
    or Ph.D.                                       Knowledge                                                  Transfer of
                                  Development Action            Industry-Academia
                                                                   Partnership
                                                                                                              Knowledge

                                           Research Training Networks
  < 4 years
                                        Conferences and Training Courses                                   Early-Stage
 experience
                                                                                                            Training
                                         Host Fellowships for Early-Stage



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Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
                                        Early Stage Training

        • Host Fellowships for Early Stage Research
          Training
        • Marie Curie Research Training Networks
        • Marie Curie Conferences and Training Courses




                                                                                                                         Page 13
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                                  Marie Curie Actions
        Host Fellowships for Early Stage Research Training

         To develop the offer of structured research training;
         To stimulate the training and mobility of early stage researchers
    •    Application by host (Higher education, research centres,
         enterprises), who selects fellows
    •    Researchers in early stages of their career (<4 years experience)
    •    Structured training in research (incl. complementary skills)
    •    Single or Multi-partner Group (min. 3 groups in 3 countries)
    •    Hosts select fellows: stays from 3 months up to 3 years
    •    Duration of project: normally max. 4 years

    As an objective, 15% of overall budget is to be directed towards the participation
                            of industrial/commercial companies.



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Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                                 Marie Curie Actions
                  Marie Curie Research Training Networks
              To stimulate the training of early stage researchers within an
              international collaborative research project
        •     Well defined collaborative research projects of recognised
              international stature
        •     Teams from at least 3 MS or AS (with at least 2 MS or CC)
        •     Flexible framework for the training and development of
              researchers
        •     Transfer of knowledge by experienced researchers if required by
              the project
        •     Promotion of multidisciplinary research
        •     Networks select fellows: stays from 3 months up to 3 years
        •     Duration of project: normally max. 4 years
          Normally, no more than 40% of the funding awarded should be allocated to
                                   the teams of one country.

                                                                                                                         Page 15
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                                   Marie Curie Actions
            Marie Curie Conferences and Training Courses
        To stimulate early stage researchers through participation of
        conferences and courses
  •     Encourage early stage researchers to benefit from the experience of
        leading researchers
  •     2 categories of measures (including virtual ones):
           - organisation of series of events, e.g. conferences, summer
              schools, lab courses etc. on a single theme or linked themes
           - participation of early stage researchers in large conferences
              selected for their training interest
  •     Duration of each event: from several days (conferences) to max. 4
        weeks (training courses)
   One series of events (at least 4) may be organised by a single entity or by several
         entities (local organisers), and will normally take place in EU MS or AS.
           All events in a series should be organised within a period of 4 years.
                 International balance between participants shall be guaranteed.

                                                                                                                         Page 16
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development        European Commission




         Human Resources and Mobility - Marie Curie Actions

       Profile of                                        Chairs                                      Excellence
       Fellows
                                            Teams                     Awards
                                        Intra-European            International                      Advanced




                                                                                                                                   Return and Reintegration
     4 years                             Fellowships             Fellowships                         Training
   experience                            Host Fellowships for Transfer of
    or Ph.D.                                       Knowledge                                                  Transfer of
                                  Development Action            Industry-Academia
                                                                   Partnership
                                                                                                              Knowledge

                                           Research Training Networks
  < 4 years
                                        Conferences and Training Courses                                   Early-Stage
 experience
                                                                                                            Training
                                         Host Fellowships for Early-Stage



                                                                                                                                  Page 17
Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
           Marie Curie Transfer of Knowledge Actions

        • Development Scheme
        • Industry-academia Strategic Partnership Scheme




                                                                                                                         Page 18
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                             Marie Curie Actions
                                   ToK: Development Scheme
         To develop or reinforce research potential of institutes in need of
         new competencies
   •     Applications by institutions in need of developing new competencies
   •     All countries, with priority to Community LFRs/Associated Candidate
         Countries
   •     Host selects and recruits experienced researchers (2-24 months)
   •     Possibility to send own staff members* (2-12 months) to pre-
         determined institutions + return
         *Staff members: must have been active in the same organisation continuously for at least the
          last 3 years

   •     Duration of project: normally max. 4 years
       As an objective, 66% of total funding of this Action (ToK) will be for this scheme.
         A min. of 70% of budget of this scheme should be directed towards projects
          transferring knowledge to Community LFRs/Associated Candidate Countries.


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Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                             Marie Curie Actions
 ToK: Industry-Academia Strategic Partnership Scheme
   To create or develop true strategic and durable partnerships
 •     Application by Industry and academia partners from at least 2 different
       countries
 •     Co-ordinating host from industry or academia, with one or more
       partners from the other sector
 •     Funding of exchange of experienced researchers amongst staff
       members*, in both directions (2-24 months)
       *Staff members: must have been active in the same sector continuously for at least the last 3
        years
 •     Includes SMEs, spin-offs, start-ups
 •     Duration of project: normally max. 4 years
     As an objective, 34% of total funding of this Action (ToK) will be for this scheme.
          At least 30% of budget of this scheme should be directed towards the
                                     participation of SMEs.


                                                                                                                         Page 20
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development        European Commission




         Human Resources and Mobility - Marie Curie Actions

       Profile of                                        Chairs                                      Excellence
       Fellows
                                            Teams                     Awards
                                        Intra-European            International                      Advanced




                                                                                                                                   Return and Reintegration
     4 years                             Fellowships             Fellowships                         Training
   experience                            Host Fellowships for Transfer of
    or Ph.D.                                       Knowledge                                                  Transfer of
                                  Development Action            Industry-Academia
                                                                   Partnership
                                                                                                              Knowledge

                                           Research Training Networks
  < 4 years
                                        Conferences and Training Courses                                   Early-Stage
 experience
                                                                                                            Training
                                         Host Fellowships for Early-Stage



                                                                                                                                  Page 21
Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
              Advanced Training : Individual Fellowships

              To respond to the individual advanced training needs of
              the most promising experienced researchers to give
              them the necessary boost to become fully independent
              in their field
         •    Fellowships for experienced researchers
              (>4 years experience or PhD)
         •    Training through research, including life-long training or for
              resuming career
         •    Application by individual researchers in liaison with hosts




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Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                           Marie Curie Actions
               Advanced Training : Individual Fellowships
     3 Individual Fellowship Actions:
     •     Intra-European: 1 to 2 years
                 - Researchers from and to EU MS or AS
     •     International Outgoing: up to 2 years + 1 year (reintegration phase)
                 - EU MS or AS researchers to host organisations in 3rd countries
                   (“partner organisation”)
                 - mandatory return element in “host return organisation”
     •     International Incoming: 1 to 2 years (+1 year (return phase))
                 - Promising researchers from 3rd countries to host organisations in
                   EU MS or AS (“host organisation”)
                 - Possibility of return in the researchers’ country of origin
                   (“reintegration host organisation”) for developing countries and
                   emerging economies


                                                                                                                         Page 23
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development        European Commission




         Human Resources and Mobility - Marie Curie Actions

       Profile of                                        Chairs                                      Excellence
       Fellows
                                            Teams                     Awards
                                        Intra-European            International                      Advanced




                                                                                                                                   Return and Reintegration
     4 years                             Fellowships             Fellowships                         Training
   experience                            Host Fellowships for Transfer of
    or Ph.D.                                       Knowledge                                                  Transfer of
                                  Development Action            Industry-Academia
                                                                   Partnership
                                                                                                              Knowledge

                                           Research Training Networks
  < 4 years
                                        Conferences and Training Courses                                   Early-Stage
 experience
                                                                                                            Training
                                         Host Fellowships for Early-Stage



                                                                                                                                  Page 24
Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission


                                    Marie Curie Actions
                  Excellence Promotion and Recognition
       To promote excellence and recognition in European research
 •     Marie Curie Excellence Grants up to 4 years
             - To set up or extend teams (in EU MS or AS) of the highest level
             - Leading edge or multidisciplinary research activities
                  Team leader and team members may be nationals of any country.
                  Team leaders may not have been working for more than a year in the same organisation
                  where the team is proposed to be located, nor can the team consist of a majority of
                  members who have worked previously in the same organisation.

 •     Marie Curie Awards
         - Prizes for excellent researchers who have benefited from training and
            mobility action of FP6 or previous FP (for min. 12 months)
 •     Marie Curie Chairs from 1 up to 3 years
             - Top level lecturing and research teaching appointments in EU MS or AS
             - Leading edge and/or multidisciplinary subjects
             - Particularly for researchers active outside EU MS or AS who wish to
               resume or further develop their career in Europe


                                                                                                                         Page 25
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                              Science, research and development        European Commission




         Human Resources and Mobility - Marie Curie Actions

       Profile of                                        Chairs                                      Excellence
       Fellows
                                            Teams                     Awards
                                        Intra-European            International                      Advanced




                                                                                                                                   Return and Reintegration
     4 years                             Fellowships             Fellowships                         Training
   experience                            Host Fellowships for Transfer of
    or Ph.D.                                       Knowledge                                                  Transfer of
                                  Development Action            Industry-Academia
                                                                   Partnership
                                                                                                              Knowledge

                                           Research Training Networks
  < 4 years
                                        Conferences and Training Courses                                   Early-Stage
 experience
                                                                                                            Training
                                         Host Fellowships for Early-Stage



                                                                                                                                  Page 26
Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission


                                    Marie Curie Actions
                          Return and Reintegration Grants
        To support integration of a stable research career following a period
        of mobility
  European Reintegration: Following a 2-year Marie Curie fellowship
  •     Early-stage and Experienced researchers from EU MS and AS
  •     Reintegration to country of nationality (as a priority) or elsewhere
  •     Obligation for host to offer a min. 2-year* work contract and research project
        Reintegration grant will normally commence directly after the termination of original fellowships and
        proposals should be submitted at least 6 months before. During a transition phase (until 31.12.03), it
        will be allowed to submit a proposal according to the following:
        - if the fellowship is completed by 1.01.03: within 12 mths from the completion;
        - if the fellowship is still running on 1.01.03: at the latest 6 mths before the completion & 31.12.03
  International Reintegration : Following a stay outside Europe
  •     Experienced researchers from EU MS and AS who have been outside Europe for
        more than 5 years, but may not have spent more than 1 year in a EU MS and AS
        during the previous 5 years
  •     Obligation for host to offer a min. 3-year* work contract and research project

  Grant duration for both schemes: at least 2 years
  *Evidence of a longer-term reintegration will be positively taken into account during evaluation

                                                                                                                         Page 27
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                                        Marie Curie Actions
 Other Activity Lines in FP6 - Co-operation with MS and AS:
                       Mobility strategy

              The Pan-European Researcher‟s Mobility Portal
     •    Opportunity to publish vacancies for research opportunities;
     •    Information on available grants and opportunities for researchers in Europe;
     •    Questions related to visa, access to employment, social security rights, fiscal
          matters and cultural aspects when researchers move to another country;

     •    On line as from May 2003.

                          European Network of Mobility Centres
     •    Wide customised assistance service in all matters related to the professional
          and daily lives;
     •    Including practical information on housing, schooling, day-care or language
          courses;
     •    To be launched in spring 2003.


                                                                                                                         Page 28
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




For further information
on mobility strategy:
sieglinde.gruber@cec.eu.int
stefania.bettini@cec.eu.int


   The Pan-European
   Researcher’s
   Mobility Portal




                                                                                                                         Page 29
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




            Transition period : opportunities in FP5

    • Marie Curie Host Fellowships
               - PhD students (up to 12 months) in Training Sites
               - Post-graduate researchers (up to 24 months) or PhD students (up to 36
                 months) in Industry Host
               - Post-doctoral researchers (up to 24 months) in Industry Host or
                 Development Host (LFRs)
    • Research Training Networks
               - Post-graduate researchers, PhD students or Post-doctoral researchers
    • High Level Scientific Conferences
    • Access to Research Infrastructure
                  Apply to the Host / Network / Organiser directly : Quick procedure!



                                                                                                                         Page 30
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                                        Opportunities for
                                        young European
                                        researchers


                                         Go to www.cordis.lu/improving/opportunities
                                         Find the vacancy that suits you
                                         Contact the host and send your CV




   Positions within the EU Fifth Framework Programme will be open until 2005
                                                                                                                         Page 31
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




FP5 Marie Curie Fellowships Vacancy Search Tool
     www.cordis.lu/improving/opportunities




                                                                                                                         Page 32
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                           Science, research and development   European Commission




                                        Content - Part 2
          • Community Contribution
          •     Preparing a Proposal & Submission Forms
          •     Overview of Evaluation Criteria : Weightings & Thresholds
          •     Proposal Submission Methods
          •     Overview of Evaluation Process
          •     Time Scales / Deadlines for Reception of Proposals / Budget
          •     Source of Information




                                                                                                                          Page 33
Bologna, 24 March 2003                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                            Science, research and development   European Commission




                          Marie Curie Actions
                                        Community Contribution
         •     Benefit of the researchers
                     -    Living allowance (by researcher category and country)
                     -    Travel costs
                     -    Mobility allowance
                     -    Career development allowance
                     -    Costs of eligible researchers
         •     Benefit of the host institutions
                     - Contribution to programme expenses (organisation, co-
                       ordination...)
                     - Overheads
                     - Management costs (incl. audit certificate)
                     - Other eligible expenses
                                Not all contributions apply to all Actions

                                                                                                                           Page 34
Bologna, 24 March 2003                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                            Science, research and development   European Commission



                                    Marie Curie Actions
                                        Community Contribution
         •    Contribution to researchers
                     - Living allowance (reference, cost of living index 100)
                                 Experience              Option 1: Employment         Option 2: Fixed-amount
                                                           contract (€/year)              stipend (€/year)

                     Early stage researchers
                     (<4 years)                                  29 000                            14 500

                     Experienced researchers
                     (4-10 years)                                44 500                            22 250

                     Experienced researchers
                     (>10 years)                                 67 000                            33 500
                                               Correction factor for cost of living to be applied*

                     -    Travel costs depending on distance: 250 € - 2500 €/year
                     -    *Mobility allowance 600 €/month (no family); 900 €/month (family)
                     -    Career development allowance 2000 €/fellow (min. 1 year stay)
                     -    Training/research costs of eligible researchers 250 € - 750
                          €/fellow-month (depending on Action)

                     Does not apply to Conferences / Excellence schemes
                                                                                                                           Page 35
Bologna, 24 March 2003                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                            Science, research and development   European Commission




                          Marie Curie Actions
                                        Community Contribution

        •     Contribution to host institutions
                    - Specific projects costs (organisation, co-ordination…)
                              - actual costs incurred (max. depending on Action)
                    - Overheads
                              - generally max. of 10% of direct costs
                    - Management costs (incl. audit certificate)
                              - (including audit certification): 3% or 7%, depending on Action
                    - Other eligible expenses (under specific conditions)
                              - e.g. equipment expenses


                                Not all contributions apply to all Actions


                                                                                                                           Page 36
Bologna, 24 March 2003                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                                 Marie Curie Actions
                            EC Contribution : Example EIF
      Activities carried out by the researcher:
          Researcher with family, going from Lisbon to Paris for 2 years
          with an Intra-European Fellowship under an employment
          contract:
    •     Living allowance: 44,500 € x 2 years = 89,000 €                                                = 110,600 €
    •     Mobility allowance: 900 € x 24 months = 21,600 €
    Correction factor = 104.7%                                       110,600 € x 104.7 = 115,798 €
    •     Career exploratory allowance = 2,000€
    •     Travel costs: 1,000 € x 2 years = 2,000€
    Total received by researcher: 119,798 €
    •     Research costs (lab based): 750 € x 24 = 18,000 €
                 TOTAL Community Contribution: 137 798 €
                                                                                                                         Page 37
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                                  Marie Curie Actions
                            EC Contribution: Example EIF
Expenses for the activities carried out by the Host
  Organisation for the Benefit of the researcher:
• Management costs & Contribution to overheads
           – Direct costs = Expenses for the activities carried out by the
                     researcher =137 798 €

           – Overheads = 10% direct costs = 13 779.8 €

           – Total Community Contribution = direct costs + overheads + management
             costs
               • In this example: Total Comm. Contr. = 137 798 € + 13 779.8€ +
                  3%Total Comm. Contr.
               • Hence: Total Comm. Contr. = 151 577.8 € / 1-0.03 = 156 265.77 €

           – Management costs = 3% Total Community Contribution = 4 687.97 €


                                                                                                                         Page 38
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                                Marie Curie Actions                                                                                                                      Science, research and development                                European Commission

                                                                Marie Curie Actions
                                                                                                                          Researcher                                                                                     Host Institution




                                                                                                                                                                                                                                (max. % of total contribution)




                                                                                                                                                                                                                                                                 Other eligible expenses/
                  Community contribution




                                                                                                                                                                                                                                    excl. subcontractors)
                                                                                                                                                                                                       transfer of knowledge
                                                                                                                                                                                                       programme expenses
                                                                                                                                                                         participation expenses




                                                                                                                                                                                                        (EUR / fellow-month)
                                                                                                                                                                         of eligible researchers




                                                                                                                                                                                                                                                                   specific conditions
                                                                                                                                                                                                                                      (% of direct costs,
                                                                                                                                                                                                         Contribution to the
                                                                      ((EUR / month) x c.f.)



                                                                                                ((EUR / month) x c.f.)




                                                                                                                                                                                                         research/ training/
                                                                                                                         (direct distance)



                                                                                                                                             (for stays >= 1 year)




                                                                                                                                                                                                                                     Audit certification
                                                                                                                                              Career exploratory

                                                                                                                                              (EUR / fellowship)
                                                                        Living allowance




                                                                                                                                                                                                                                       Management +
                                                                                                                           (EUR / year)




                                                                                                                                                                             Contribution to


                                                                                                                                                                              (EUR / month)




                                                                                                                                                                                                                                          Overheads
                                             Eligible expenses




                                                                                                                              Travel
                                                                                                     Mobility *
Type of Marie Curie Action

                             Research Training Networks             MC rates                   600 - 900 250 - 2500                               2000                         400                        Real costs                  7%             10%            Equip.

                 Host Fellowships for Early Stage Research Training MC rates                   600 - 900 250 - 2500                              2000                250 n. lab./500 lab. Real costs (max. 250 / 500)                 3%             10%                               -

                Host Fellowships for Transfer of Knowledge (Dev.)    MC rates 600 - 900 250 - 2500                                              2000                            -                      250 n. lab./500 lab.          3%              10%                           -
Host




                                                                                                                                                                                                   or real costs (max 1200)
             Host Fellowships for Transfer of Knowledge (Ind./Acad.) MC rates                  600 - 900 250 - 2500                             2000                            -                      250 n. lab./500 lab.          3%              10%                           -
                                                                                                                                                                                                   or real costs (max 800)
                Conferences and Training Courses (Series of conf.) 150 EUR/day                              -            250 - 2500                 -                Attendance fees                      Lump sum                  7%                -           Equip.
                Conferences and Training Courses (Large conf.)     150 EUR/day                              -            250 - 2500                 -                Attendance fees                            -                   3%                -              -
                                                                     (max.)                                               (max.)
                          Intra-European Fellowships                MC rates                   600 - 900 250 - 2500                              2000                500 n. lab./750 lab.                          -                 3%              10%                          -
               Incoming International Fellowships: incoming phase MC rates
Individual




                                                                                               600 - 900 250 - 2500                             2000                 500 n. lab./750 lab.             -                              3%              10%                         -
             Incoming International Fellowships: reintegration phase -                            -      250 - 2500                             2000                 500 n. lab./750 lab. Real costs for the project                 3%              10%                         -
               Outgoing International Fellowships: outgoing phase
                                                                     MC rates                  600 - 900 250 - 2500                                     -            Real c. (max. 750)                            -                 3%             10%                        -
             Outgoing International Fellowships: reintegration phase MC rates                  600 - 900 250 - 2500                                     -            500 n. lab./750 lab.                          -                 3%             10%                        -
Excellence




                               Excellence Grants                    MC rates                   600 - 900 250 - 2500                                  -                          -                        Real costs                  3%             20%          Equip.
                               Excellence Awards                        -                          -         -                                       -                          -                            -                        -              -           Lump s.
                                    Chairs                          MC rates                   600 - 900 250 - 2500                                  -                          -                        Real costs                  3%             10%          Equip.

                         European Reintegration Grants                   -                             -                       -                     -                         -                               -                      -                -          Lump s.
                       International Reintegration Grants                -                             -                       -                     -                         -                               -                      -                -          Lump s.

   *Allocation only for researchers doing a transnational mobility.

                                                                                                                                                                                                                                                    Page 39
  Bologna, 24 March 2003                                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development            European Commission


                     Human Resources and Mobility in FP6
                                            Indicative Budget for     Indicative Budget for             Indicative size of Project
             Type of Actions                 st
                                            1 Deadline (MEUR)         2nd Deadline(MEUR)                         (EUR)
 RESEARCH TRAINING NETWORKS                           115                      115                         800 000 – few MEUR

 EARLY STAGE TRAINING FELLOWSHIPS                     60                        70                          300 000 – 2 000 000

 CONFERENCES AND TRAINING COURSES:
 · SERIES OF EVENTS                                   10                        10                        250 000 – 1 000 000
 · LARGE CONFERENCE                                                                                    50 000 (single conference)
 TRANSFER OF KNOWLEDGE FELLOWSHIPS                    40                        45                          100 000 – 1 000 000

 INTRA-EUROPEAN FELLOWSHIPS                           55                        55                            60 000 – 180 000

 INTERNATIONAL INCOMING FELLOWSHIPS                    9                        11                            72 000 – 185 000

 INTERNATIONAL OUTGOING FELLOWSHIPS                   10                        18                            120 000 – 240 000

 EXCELLENCE GRANTS (TEAMS)                            25                        30                          800 000 – 1 600 000

 CHAIRS                                                5                         5                            450 000 – 750 000

 EXCELLENCE AWARDS                                   0.25                      0.25                                50 000

 EUROPEAN RE-INTEGRATION GRANTS                 20 MEUR in 2003 and 19 MEUR in 2003                                40 000

 INTERNATIONAL RE-INTEGRATION GRANTS            7 MEUR in 2003 and 10 MEUR in 2003                                 80 000



                                                                                                                                  Page 40
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                           Science, research and development   European Commission




                         Marie Curie Actions
                                        Preparing a Proposal
   Infopack: http://fp6.cordis.lu/fp6/

   • The Call Text
   • The Guide for Proposers (containing the proposal
        submission forms)
   • The Work Programme of the HRM Activity

   Also:
   • The „Handbook‟ for the corresponding action
   • The brochure „A rough guide to the Marie Curie Actions‟


                                                                                                                          Page 41
Bologna, 24 March 2003                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                         Marie Curie Actions
                            Proposal Submission Forms
     A proposal has two parts:

  • Part A
  Set of forms on administrative information about the proposal and the
  proposers (pre-prepared form)

  • Part B
  Free-text description of the research project.
  Series of headings and explanatory notes (e.g. the nature of the proposed
  work, the participants and their roles in the proposed project, reasons for
  carrying out the work, and the benefits which would come from it) based
  on the evaluations criteria.
     Any unrequested material (e.g. company brochures, supporting documents, reports, videos
     etc.) will be disregarded. In proposals submitted electronically, other embedded material or
                           hyperlinks to other documents will be disregarded!



                                                                                                                         Page 42
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                               Science, research and development   European Commission




                         Marie Curie Actions
                         Proposal Submission Forms for Marie Curie Actions
                                                                                           Number of forms to be filled
         Action code                                                                       A1       A2       A3      A4
         RTN                                                                                1   at least 3   n.a.     1
                  (mono-participant)                                                        1        1       n.a.     1
         EST
                  (multi-participant)                                                       1   at least 3   n.a.     1
                  Development         Phase 1 only (Knowledge Acquisition (KA))             1        1       n.a.     1
         TOK      Scheme              Phase 1 (KA) + Phase 2 (Knowledge Transfer (KT))      1   at least 2   n.a.     1
                  Industry-Academia Strategic Partnership Scheme                            1   at least 2   n.a.     1
                  (mono-participant)                                                        1        1       n.a.     1
         SCF
                  (multi-participant)                                                       1   at least 2   n.a.     1
         LCF                                                                                1        1       n.a.     1
         EIF                                                                                1        1        1     n.a.
         OIF                                                                                1        2        1     n.a.
                  Phase 1 only (Incoming)                                                   1        1        1     n.a.
         IIF      Phase 1 (Incoming) + Phase 2 (Return)                                     1        2        1     n.a.
         EXT                                                                                1        1        1       1
         EXA                                                                                1   optional      1     n.a.
         EXC                                                                                1        1        1       1
         ERG                                                                                1        1        1     n.a.
         IRG                                                                                1        1        1     n.a.




                                                                                                                              Page 43
Bologna, 24 March 2003                      HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development        European Commission




                           Marie Curie Actions
                                   Proposal Forms Part A:
                             Individual & Reintegration Actions




                   A1                                         A2                                                   A3


                                                                                                                              Page 44
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development        European Commission




                           Marie Curie Actions
                                        Proposal Forms Part A:
                                            Host Actions




                   A1                                         A2                                                   A4


                                                                                                                              Page 45
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                           Science, research and development        European Commission




                           Marie Curie Actions
                                         Proposal Forms Part A:
                                        Excellent Teams & Chairs




          A1                               A2                              A3                                       A4


                                                                                                                               Page 46
Bologna, 24 March 2003                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
                                Evaluation Criteria / Proposal Part B
      1. Scientific Quality of Project (n.a. for Awards)
      2. Quality of Research Training (n.a. for Awards)
      3. Quality of Host                     (n.a. for Awards)

      4. Quality of Researchers (Individual actions & Excellence)
      5. Management and Feasibility (n.a. for Awards)
      6. Relevance to the objectives of the Scheme/Activity
      7. Added Value to the Community


                                                                                                                         Page 47
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                          Marie Curie Actions                                                                         Science, research and development                  European Commission




                                        Marie Curie Actions
                                 Evaluation : Weightings & Thresholds
                                                                                                        Internation     European
                                                                            Internation
                    Research                                     Intra                    Internation    al return      Return and    Conferences     Excellent                 Marie
                                  Early Stage   Transfer of                      al                                                                               Excellence
     Activity       Training
                                   Training     Knowledge
                                                               European
                                                                             incoming
                                                                                          al outgoing     and re-           re-       and Training     Team
                                                                                                                                                                   Awards
                                                                                                                                                                                Curie
                    Networks                                  Fellowships                 fellowships    ntegration     ntegration      Courses       (Grants)                  Chairs
                                                                            fellowships
                                                                                                           grants         grants

  W = Weighting
                    W        T    W       T     W       T     W       T      W      T      W      T      W      T        W      T      W      T      W       T    W       T    W    T
  T= Threshold

  Content of the
  Proposal /        15       3    10      3     15      3     15      -      15     -      15     -      15     -        15      -     25      -     15      4    N/A   N/A    15    -
  Project

  Training
  Activities /
                    20       4    15      4     15      4     15      3      15     3      15     3      5      -        5       -     15      4     N/A    N/A   N/A   N/A    15    4
  Transfer of
  Knowledge

  Quality of the
                    15       -    25      -     15      -     15      -      15     -      15     -      15     -        15      -     10      -     10       -   N/A   N/A    10    -
  Host

  Quality of the
                    N/A     N/A   N/A    N/A    N/A   N/A     15      4      15     4      15     4      20     3        20      -    N/A    N/A     15      4    40      4    15    4
  Researchers

  Management
                    15       3    15      3     15      2      5      -      5      -      5      -      10     -        10      -     20      -     15       -   N/A   N/A    10    -
  and Feasibility

  Relevance to
  the objectives
                    20       -    20      -     20      -     25      -      15     -      15     -      25     -        15     3      15      -     25       -   20      -    15    -
  of the specific
  activity

  Added value to
  the               15       -    15      -     20      -     10      -      20     -      20     -      10     -        20      -     15      -     20       -   40      -    20    -
  Community

   All activities: Threshold in total score 70%

                                                                                                                                                                               Page 48
Bologna, 24 March 2003                                   HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                         Marie Curie Actions
                          Proposal Submission Methods
      • Electronic Submission (EPSS)
          – On-line proposal writing (Register on Web for login & password)
          You may update your application anytime until deadline
          – Off-line proposal writing
      • CD-ROM/Diskette submission
          – Download tool from Web (Register on Web for login & password)
      • Paper submission
          – Download tool from Web or use paper form

              Other methods of submission (e.g. via e-mail or fax) will not
              be accepted!
              Application must arrive before or on the deadline!

                                                                                                                         Page 49
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                    Marie Curie Actions                                                 Science, research and development         European Commission



                                                  Evaluation Process
                                                                Proposal
                                          Unsuccessful
                    Rejection                                  Eligibility
                                                                   Successful
                                                      Individual Evaluation
                                                          (peer review)

  ~ 3 months                                                   Consensus                                                Ethical
                                                                                                                        Issues
                                          Unsuccessful
                  Rejection                                    Thresholds

                                                                     Successful

                                                         Ranking by Commission

                                            Unsuccessful                     Successful


                 Rejection                       Negative                    Positive                     Negotiation
                                                  Result                      Result
~ 2 - 4 months                                                                                                  Successful
                                                                                                       Commission
                                                                                                     Funding Decision


                                                                                                    Contract signature
                                                                                                                                        Page 50
  Bologna, 24 March 2003                     HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission




                          Marie Curie Actions
                                         FP6: Time Scales

             • 17 December 2002                                             First calls published



             • From 12 March 2003                                           First deadlines



             • 5-7 months after the deadlines                               First contracts




                                                                                                                         Page 51
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development         European Commission




                     Human Resources and Mobility in FP6
        Type of Actions covered by the Call                          Deadline for Reception of Proposals

 RESEARCH TRAINING NETWORKS                                         3 APRIL 2003                        19 NOVEMBER 2003

 EARLY STAGE TRAINING FELLOWSHIPS                                   2 APRIL 2003                         11 FEBRUARY 2004

 CONFERENCES AND TRAINING COURSES                                   1 APRIL 2003                             20 APRIL 2004

 TRANSFER OF KNOWLEDGE FELLOWSHIPS                                  22 MAY 2003                               19 MAY 2004

 INTRA-EUROPEAN FELLOWSHIPS                                        12 MARCH 2003                         18 FEBRUARY 2004

 INTERNATIONAL INCOMING FELLOWSHIPS                                 21 MAY 2003                          12 FEBRUARY 2004

 INTERNATIONAL OUTGOING FELLOWSHIPS                                 21 MAY 2003                          12 FEBRUARY 2004

 EXCELLENCE GRANTS (TEAMS)                                          20 MAY 2003                               18 MAY 2004

 CHAIRS                                                             20 MAY 2003                           21 JANUARY 2004

 EXCELLENCE AWARDS                                                  20 MAY 2003                               18 MAY 2004

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

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



                                                                                                                               Page 52
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                          Science, research and development   European Commission



                          Marie Curie Schemes
                                        Contact persons for
                                        Marie Curie Actions

                Intra-European Fellowships : Begona.Arano@cec.eu.int
               Transfer of Knowledge : Theodore.Papazoglou@cec.eu.int
                  Early Stage Training : Dorothy.Guy-Ohlson@cec.eu.int
              Reintegration-European : Jose.Das-Neves@cec.eu.int
          Research Training Networks : Bruno. Schmitz@cec.eu.int
    Conferences and Training Courses : Philippe.Froissard@cec.eu.int
            International Fellowships : Nicholas.Newman@cec.eu.int
                    Excellence Grants : Nicholas.Deliyanakis@cec.eu.int
                                Chairs : Brigitte.Hasewend@cec.eu.int
                               Awards : Jitka.Vennekens@cec.eu.int



                                                                                                                         Page 53
Bologna, 24 March 2003                  HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                            Science, research and development   European Commission




                          Marie Curie Actions
                                        For further information
        On Marie Curie Actions:
              http://europa.eu.int/mariecurie-actions/
        On calls for proposals:
              http://fp6.cordis.lu/fp6/
        HELPDESK:
              rtd-mariecurie-actions@cec.eu.int

                                                                                                                           Page 54
Bologna, 24 March 2003                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS
                  Marie Curie Actions                                            Science, research and development   European Commission




                            Thank you for your
                                attention!
                                            Carmela Di Santo
                                          European Commission
                                              DG Research

                                            Tel.: +32 2 296 93 11
                                        carmela.di-santo@cec.eu.int

                   http://europa.eu.int/mariecurie-actions/

                                                                                                                           Page 55
Bologna, 24 March 2003                    HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

				
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