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
For getting started 2 important documents Guide for Applicants Work Programme Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 1
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 1 1090 Wien www.ffg.at 2
THE PERFECT MATCH FOR YOUR NEXT CAREER STEP Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 3
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
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 1 1090 Wien www.ffg.at 5
Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 6
FOR WHOM? 1/2 Experienced researcher (= fellow) at the date of call deadline (12.9.2018) 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 1 1090 Wien www.ffg.at 7
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 1 1090 Wien www.ffg.at 8
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 1 1090 Wien www.ffg.at 9
Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 10
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 1 1090 Wien www.ffg.at 11
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 1 1090 Wien www.ffg.at 12
Nr. of APPLICATIONS & SUCCESS RATES IF MSCA 2014 2015 2016 2017 Success rates 17,6% 13,9% 13,5% 15% Nr. of evaluated proposals Nr. of retained proposals 7409 8380 8829 8957 1305 1163 1188 1348 Budget 240,5 Mio 215 Mio 218 Mio 248,7 Mio Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 13
Very rough answer: anywhere (almost), for 1-3 years Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 14
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 http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/3cpart/h2020- hi-list-ac_en.pdf Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 15
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 1 1090 Wien www.ffg.at 16
THE EUROPEAN FELLOWSHIPS IN DETAIL European Fellowships EF Between 1-2 years at a European institution (MS/AC) 4 different subschemes Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 18
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
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 1 1090 Wien www.ffg.at 20
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 1 1090 Wien www.ffg.at 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 Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 22
THE MOBILITY RULE EUROPEAN FELLOWSHIP 12.9.2013 12.9.2015 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 1 1090 Wien www.ffg.at 23
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 1 1090 Wien www.ffg.at 24
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 1 1090 Wien www.ffg.at 25
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)
THE MOBILITY RULE GLOBAL FELLOWSHIP: related to the outgoing host 12.9.2015 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 1 1090 Wien www.ffg.at 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 1 1090 Wien www.ffg.at 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 4.880 ** (58.560 /year) 600 500 800 650 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. 267.480 European fellowship à 24 person months sum of units * 24 = appr. 178.320 * 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 1 1090 Wien www.ffg.at 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 1 1090 Wien www.ffg.at 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
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
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
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 1 1090 Wien www.ffg.at 36
GOOD TO KNOW Nr. 2 Special needs allowance extra financial support for researchers with disabilities up to 60.000 EUR / project procedure: application extra for funded projects Österreichische Forschungsförderungsgesellschaft Sensengasse 1 1090 Wien www.ffg.at 37
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 1 1090 Wien www.ffg.at 38
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 1 1090 Wien www.ffg.at 39
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