Introduction to the MSCA Individual Fellowship How does it work and what is funded?

Transcription

1 Introduction to the MSCA Individual Fellowship How does it work and what is funded? FFG Training Academy, Vienna, April 2018 Therese Lindahl Yasmin Dolak-Struss Lil Reif

2 For getting started 2 important documents Guide for Applicants Work Programme Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 1

3 OVERVIEW The Individual Fellowship at a Glance: Why Funding? For Whom? For What? Where and How Long? The Fellowships in Detail: How does it work? Set ups, Mobility rules, Budget calculation, Secondments, Contractual relationships Good to know Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 2

4 THE PERFECT MATCH FOR YOUR NEXT CAREER STEP Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 3

5 HORIZON 2020 Excellent Science Industrial Leadership Societal Challenges 1. European Research Council (ERC) 2. Future and Emerging Technologies (FET) 3. Marie Skłodowska-Curie Actions 4. Research Infrastructures 1. Leadership in Enabling and Industrial Technologies (LEIT) incl. Key Enabling Technologies (KETs) 2. Access to risk finance 3. Innovation in SMEs 1. Health, Demographic Change and Wellbeing 2. Food Security, Bioeconomy 3. Energy 4. Transport 5. Climate Action, Raw Materials 6. Inclusive, innovative and reflective societies 7. Secure societies Spreading excellence and Widening Participation Science with and for Society European Institute for Innovation- and Technology EIT Joint Research Centre JRC 4

6 FUNDING FOR RESEARCH, TRAINING AND CAREER DEVELOPMENT FOR INDIVIDUAL RESEARCHERS What? enhance the creative and innovative potential of experienced researchers How? through advanced training, international, interdisciplianry and intersectoral mobility Why? for increased set of skills, leading to improved employability and career prospects both in and outside academia More cooperation and stronger networks Better transfer of knowledge between sectors & disciplines Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 5

7 Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 6

8 FOR WHOM? 1/2 Experienced researcher (= fellow) at the date of call deadline ( ) in the possession of a doctoral degree or min. 4 years of full-time equivalent research experience no age restriction nationality in many cases not relevant Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 7

9 Note: Research experience is measured from the date when the researcher obtained the degree entitling him/her to embark on a doctorate even if a doctorate was never started or envisaged. Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 8

10 FOR WHOM? 2/2 Experienced researcher (= fellow) a host institution (= beneficiary ) legal entity in the academic or non-academic sector established in a European Union Member State or Associated Country (MS/AC) Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 9

11 Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 10

12 YOU PROPOSE THE TOPIC 8 Scientific areas and many related descriptors See Annex 4 of the Guide for applicants Chemistry (CHE) Social Sciences and Humanities (SOC) Economic Sciences (ECO) Information Science and Engineering (ENG) Environmental and Geosciences (ENV) Life Sciences (LIF) Mathematics (MAT) Physics (PHY) Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 11

13 RESEARCH FUNDING FOR ANY TOPIC EXCEPTIONS areas of research covered by the EURATOM treaty activities prohibited in the EU, in particular (a) aim at human cloning for reproductive purposes; (b) intend to modify the genetic heritage of human beings which could make such changes heritable (with the exception of research relating to cancer treatment of the gonads, which may be financed), or (c) intend to create human embryos solely for the purpose of research or for the purpose of stem cell procurement, including by means of somatic cell nuclear transfer. dual use - exclusive focus on civil applications Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 12

14 Nr. of APPLICATIONS & SUCCESS RATES IF MSCA Success rates 17,6% 13,9% 13,5% 15% Nr. of evaluated proposals Nr. of retained proposals Budget 240,5 Mio 215 Mio 218 Mio 248,7 Mio Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 13

15 Very rough answer: anywhere (almost), for 1-3 years Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 14

16 Terminology: EUROPE and beyond Third Countries EUROPE or European in MSCA covers: all member states of the European Union ( MS ) countries associated to Horizon 2020 ( AC ) Iceland, Norway, Albania, Bosnia and Herzegovina, the former Yugoslav Republic of Macedonia, Montenegro, Serbia, Turkey, Israel, Moldova, Switzerland, Faroe Islands, Ukraine, Tunisia, Georgia, Armenia ALL other countries are so called THIRD COUNTRIES ( TC ) Check the latest update before applying for funding hi-list-ac_en.pdf Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 15

17 WHERE AND HOW LONG CAN I GO? THE MSCA INDIVIDUAL FELLOWSHIPS: 2 FORMATS European Fellowships EF Between 1-2 years at a European institution (MS/AC) 4 different subschemes Global Fellowships GF Between 2-3 years split into a period spend outside Europe with an institution located in a third country (TC), and a period in Europe (MS/AC) Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 16

18 THE EUROPEAN FELLOWSHIPS IN DETAIL European Fellowships EF Between 1-2 years at a European institution (MS/AC) 4 different subschemes Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 18

19 HOW DOES IT WORK? European Fellowship Host organisation in Europe MS/AC beneficiary Experienced Researcher or the Fellow Research Executive Agency (REA) Researcher Supervisor Host Organisation & supervisor in Europe REA Brussels Grant Agreement

20 EUROPE (MS/AC) all member states of the European Union ( MS ) and all countries associated to Horizon 2020 ( AC ) Iceland, Norway, Albania, Bosnia and Herzegovina, the former Yugoslav Republic of Macedonia, Montenegro, Serbia, Turkey, Israel, Moldova, Switzerland, Faroe Islands, Ukraine, Tunisia, Georgia, Armenia Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 20

21 THE EUROPEAN FELLOWSHIP IN DETAIL European Fellowships EF Between 1 and 2 years at a European institution (MS/AC) 4 different subschemes Standard Career Restart: for researchers to restart their career after a break of at least 12 months in the last 18 months before the call deadline Society & Enterprise: fellowship at a non-academic institution Reintegration: for researcher coming from a TC (outside Europe) back to Europe * nationality of the fellow matters: only MS/AC nationals or longterm residents of a MS/AC Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 21

22 THE EUROPEAN FELLOWSHIP IN DETAIL European Fellowships EF Between 1 and 2 years at a European institution (MS/AC) 4 different subschemes Standard Career Restart: for researchers to restart their career after a break of at least 12 months in the last 18 months before the call deadline Society & Enterprise: fellowship at a non-academic institution Reintegration: for researcher coming from a TC (outside Europe) back to Europe Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 22

23 THE MOBILITY RULE EUROPEAN FELLOWSHIP Call deadline 12th of September 2018 MOBILITY RULE spent max. 1 year during the last 3 years in the country of the future host institution European Fellowship Standard spent max. 3 years during the last 5 years in the country of the future host institution (Extended mobility rule for EF types CAR, RI, SE only) the researcher has not resided or carried out his/her main activity (work, studies etc.) in the country of the future host institution (beneficiary) for more than 36 months in the 5 years before the deadline. Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 23

24 THE GLOBAL FELLOWSHIP IN DETAIL Global Fellowships GF Between 2-3 years split into a period spend outside Europe with an institution located in a third country (TC), and a period in Europe (MS/AC) Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 24

25 EUROPE (MS/AC) all member states of the European Union ( MS ) and all countries associated to Horizon 2020 ( AC ) Iceland, Norway, Albania, Bosnia and Herzegovina, the former Yugoslav Republic of Macedonia, Montenegro, Serbia, Turkey, Israel, Moldova, Switzerland, Faroe Islands, Ukraine, Tunisia, Georgia, Armenia Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 25

26 HOW DOES IT WORK? Global Fellowship Outgoing phase outside Europe (1-2 years) Return phase in Europe (1 year) Supervisor Researcher Supervisor Outgoing host & supervisor outside Europe Return host & supervisor in Europe (MS/AC)

27 THE MOBILITY RULE GLOBAL FELLOWSHIP: related to the outgoing host Call deadline 12th of September 2018 MOBILITY RULE spent max. 1 year during the last 3 years in the country of the future host institution European Fellowship Standard and GLOBAL Fellowship Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 28

28 Remember: There are 2 mobility rules, they depend on the type of fellowship you are interested in: max. 1 year in the last 3 years prior deadline (EF standard & GF) max. 3 years in the last 5 years prior deadline (extended rule EF types CAR, RI, SE) Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 29

29 BUDGET CALCULATION Living costs & extra expenses (mobility and family) of fellows Research-, training-, networking costs for the project Management- und Overheadcosts NB: Calculation of the budget is done based on fixed amounts or units multiplied by the number of months (=total duration) of the fellowships. Researcher unit cost (person/month) Institutional unit cost (person/month) Living allowance* Mobility allowance*** Family allowance **** Research, training and networking Management and overheads ** ( /year) Example max IF budget from institutional perspective (without contry correction coefficient, incl family allow.) Global fellowship à 36 person months sum of units *36 = appr European fellowship à 24 person months sum of units * 24 = appr * Country correction coefficient has to be applied (AT: 106,7%) ** Basic gross amount (brutto/brutto, including compulsory deductions) *** In Austria tax free; family allowance will be taxed **** If married (or equivalent) and/or depending children; status taken from the time of the deadline Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 30

30 SECONDMENTS DURING THE FELLOWSHIP IF aims: international, intersectoral & interdisciplinary mobility secondments to gain intersectoral (academic non-academic) and interdisciplinary experience / skills development etc. Secondment rules in IFs must significantly contribute to the impact of the fellowship see above secondment short visit or field trips only to institutions located in Europe (MS or AC) depending on overall IF duration max. 3 or 6 months for secondments Overall Duration of the Fellowship Maximum Duration of the Secondment < 18 months max. 3 months > 18 months max. 6 months Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 31

31 European Fellowship with SECONDMENT Host organisation in Europe MS/AC beneficiary Partner organisation secondment host Experienced Researcher or the Fellow Research Executive Agency (REA) optional: Secondment to a partner organisation in Europe Researcher Supervisor Host Organisation & supervisor in Europe REA Brussels Grant Agreement

32 Global Fellowship with SECONDMENT [in Europe] Outgoing phase outside Europe (1-2 years) Return phase in Europe (1 year) Supervisor Outgoing host & supervisor outside Europe Researcher Return host & supervisor in Europe (MS/AC) Supervisor optional: Secondment to a partner organisation in Europe max. 3 months

33 CONTRACTUAL RELATIONSHIPS Host organisation in Europe MS/AC beneficiary Partner organisation in Global fellowship mandatory outgoing host Partner organisation in all fellowships as secondment host in Europe Experienced Researcher or the Fellow Research Executive Agency (REA) Outgoing host outside Europe (GF) Supervisor letter of committment Host Organisation in Europe (MS/AC) European/Global fellowship Supervisor Secondment host in Europe (MS/AC) European/Global fellowship Researcher Employment contract for the whole fellowship REA Brussels Grant Agreement

34 GOOD TO KNOW Nr. 1 Part-time implementation of the fellowship allowed up to 50% for personal and professional reasons proposal preparation: as if 100% Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 36

35 GOOD TO KNOW Nr. 2 Special needs allowance extra financial support for researchers with disabilities up to EUR / project procedure: application extra for funded projects Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 37

36 GOOD TO KNOW Nr. 3 Seal of Excellence Increasing chances to all proposals which scored 85% and above, but which cannot be funded (not enough budget) List of countries with a funding mechanism in place and other opportunities Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 38

37 GOOD TO KNOW Nr. 4 Widening fellowships Increasing chances relevant for European fellowships from all scientific areas with organisations from widening countries, which cannot be funded due to lack of budget moved to the widening call For projects with organisations in Bulgaria, Croatia, Cyprus, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Luxembourg, Malta, Poland, Portugal, Romania, Slovakia and Slovenia. Associated Countries: Albania, Armenia, Bosnia and Herzegovina, Faroe Islands, Former Yugoslav Republic of Macedonia, Georgia, Moldova, Montenegro, Serbia, Tunisia, Turkey and Ukraine. Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 39

38 Disclaimer All text, images and graphics are subject to copyright. Publication or use - whether in part or whole - is permitted only with express written consent from Österr. Forschungsförderungsgesellschaft mbh. We can not accept responsibility for the correctness, accuracy or completeness of the information offered. Any liability for damages that have been caused by the use or non-use of the information offered or by inaccurate or incomplete information is precluded. Österreichische Forschungsförderungsgesellschaft Sensengasse Wien 40