Sadržaj. ITN rules and opportunity. Marie Sklodowska Curie Actions. Sandra Vidović, 19 th October 2017

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Sadržaj Marie Sklodowska Curie Actions ITN rules and opportunity Sandra Vidović, 19 th October 2017

Marie Sklodowska Curie Actions Consortium projects Innovative Training Networks (ITN) IP management in MSCA Tips and tricks for proposal writing Overall success of Croatian organisations Useful links Contacts Content

Marie Sklodowska-Curie Actions Marie Sklodowska-Curie Actions (MSCA) objectives: Ensure the optimum development and dynamic use of Europe s intellectual capital Generate new skills, knowledge and innovation Develop attractive career opportunities for competitive and interdisciplinary R&I environment EURAXESS initiatives European Charter for Researchers Code of Conduct for the Recruitment of Researchers Principles of research integrity - European Code of Conduct for Research Integrity Horizon 2020 Responsible Research and Innovation (RRI) cross-cutting issue, engaging society, integrating the gender and ethical dimensions

MSCA (2) Bottom up approach - open to all domains of research and innovation from basic research up to market take-up and innovation services 8 evaluation panels (CHE, SOC, ECO, ENG, ENV, LIF, MAT and PHY) Tailor made actions for researchers - level of involvement is proportional to the participant's needs Can be Host-driven (e.g. Universities and Enterprises participate) or Individually-driven (e.g. Individual researcher participates through a Host). Mobility rule - cross-border and cross-sector mobility as key requirement Public engagement of supported researchers

Types of participants Two types of participant Two types of sector: academic and non-academic Cooperation between academic and non-academic (business) sector Strong accent on participation of industry, SMEs and nonacademia

MSCA in nutschell Individual Fellowships Innovative Training Networks Research and Innvoation Staff Exchange COFUND Submission by researcher in liaison with host institution Submission by international consortium Submission by international consortium Monobeneficary Enable talented researchers to work on individual projects to boost research and innovation potential Promote innovative research and doctoral training in Europe. Developing researchers' skills for innovation within and outside academia. Stimulate international and intersectoral mobility and enhancing international dimension of research and innovation Support regional, national or international programmes to foster excellence in research and career development of researchers Experienced researchers (with PhD) of any nationality Project proposals from a network offering attractive research conditions and doctoral programes for young researchers A joint research and innovation project by the exchange of individual staff to ensure transfer of knowledge Organisations that fund or manage doctoral programmes or fellowship programmes for researchers.

MSCA Consortium projects

MSCA consortium projects International networks of research organisations from academic and nonacademic sector Impact of MSCA consortium projects Enhanced cooperation and better transfer of knowledge between sectors and disciplines Improvement in the quality of training programmes and supervision arrangements Creation of new networks and enhanced quality of existing ones Boosting R&I capacity among participating organisations and at Europe level Increased internationalisation of participating organisations Increased set of skills, both research-related and transferable ones, leading to improved employability and career prospects of researcher both in and outside academia

Who can participate? All institutions fulfilling the requirements of the Horizon 2020 Rules for Participation can participate All Countries can participate Other Third Countries two types Participants listed in Annex A to the Work Programme can participate with no restrictions (Can be Beneficiaries or Partner Organisations) Participants not listed in Annex A to the Work Programme (e.g. USA, Brazil): Can be a Partner Organisation Can be a Beneficiary only if: They have an S&T Agreement with the EU Their participation is deemed essential by the evaluators (have expertise not available in Europe)

Participation of UK after Brexit UK businesses and universities should continue to bid for competitive EU funds while we remain a member of the EU and we will work with the Commission to ensure payment when funds are awarded. The Government will underwrite the payment of such awards, even when specific projects continue beyond the UK s departure from the EU. The Government s underwrite commitment guarantees awards where the application is submitted before exit and is subsequently approved after exit. This includes proposals which are informed of their success but, at the point of exit, have not signed a grant agreement, and proposals which have been submitted before exit and that are only informed of their success following exit. We will work with the Commission to ensure payment when funds are awarded. More information available on: https://www.ukro.ac.uk/authoring/public/documents/170719_h2020_qa_underwrite.pdf

Opportunities for participants Influence the future culture and practice of research New synergies and funding opportunities Access state-of-theart facilities of academic or non academic partners Innovate with reduced investment risks Diversify partnerships and globalisation of R&I networking MSCA can fund your research and innovation for your needs Attract young talent and experienced researchers

Level of involvement Researchers acquire transferable skills, business sector research experience while academic sector networking and collaboration Host secondments and internships Provide specific training modules Get involved Capacities building Recruit one or more researchers during their entire fellowship Build around a common research project Get co-funding for your fellowship programme Gain and transfer knowledge/expertise through staff exchange Take part in shaping the training of researchers you would like to hire Develop a European Industrial Doctorate Enhance long-term partnerships

...Equip researchers with skills that match your needs...

Innovative Training Network (ITN) Consortium proposes a joint research training or doctoral programme Train a new generation of creative, entrepreneurial and innovative early-stage researchers able to face current and future challenges Raise excellence and structure research and doctoral training secondments to the non-academic sector To provide enhanced career perspectives through mobility focused to innovation-oriented mind-set Trigger cooperation and exchange of best practice among participants Enhance researchers' employability and provide them with new career perspectives Fellowships of 3-36 months Project duration up to 4 years

Principles of Innovative Doctoral Training

Typical ITN activities Triple I dimension international, interdisciplinary, inter-sectoral International and intersectoral consortium Joint research project Recruitment of researchers across the consortium Advanced research skills and transverable skills trainig Secondments and exchange of good practice Training through research Network wide training activities Structured training courses Exchange of knowledge Visiting researchers Transferable skills training Individual, personalised projects Workshops, summer schools Tutorials, lectures Intersectoral visits and secondments Academic / non-academic sector Related to research and innovation Exposure to different sectors Structure of curriculum Quantification by ECTS points Joint syllabus development, joint PhD programmes Organisation and participation to conferences Improving skills and knowhosw of the researchers Related to management and grant application

European Training Networks (ETN) The aim is for the researcher to experience different sectors and develop their transferable skills by working on joint research projects. Country 1 Academia Non-academia Minimum consortium: 3 Beneficiaries in 3 countries (Member States/Associated Countries) No maximum consortium size typically 6 to 10 Beneficiaries Beneficiaries from any sector Country 3 Country 2 No min or max no. of Partner Organisations ESRs funded 3 to 36 months Usually leads to an academic degree award (e.g. MEng, PhD) - not mandatory Max 540 researcher-months (15 PhDs)

Minimum consortium 3 Academic Beneficiaries in 3 countries (MS/AC) No maximum consortium size typically 6 to 10 Beneficiaries Beneficiaries from any sector No min or max no. of Partner Organisations ESRs funded 3 to 36 months Must lead to a joint, double or multiple doctoral degree Max 540 researcher-months (15 PhDs) European Joint Doctorates (EJD) Promoting international, intersectoral and multi/interdisciplinary collaboration in doctorallevel training in Europe

European Industrial Doctorates (EID) Involving the non-academic sector in doctoral training so that skills better match public and private sector needs Minimum consortium: 2 Beneficiaries in 2 countries (MS/AC) One academic, one non-academic Above this minimum, can add Beneficiaries from any sector No min or max no. of Partner Organisations ESRs funded 3 to 36 months Must lead to a PhD award For 2 Beneficiaries, max 180 researchermonths (5 PhDs) For > 2 Beneficiaries max 540 researcher-months (15 PhDs)

Employment of researchers Early Stage Researchers (ESR) of any nationality Duration of recruitment: min 3 to max 36 months (typical recruitment: 36 months) The host organisation shall recruit each eligible researcher under an employment contract Mobility rule: The researcher must not have resided or carried out his/her main activity (work, studies, etc) in the country of his/her host organisation for more than 12 months in the 3 years immediately prior to his/her recruitment The beneficiary has to ensure that the mobility rule is respected at the time of the first recruitment in a project

Advertise and publish vacancies internationally Beneficiaries must publish vacancies on the EURAXESS Portal Recruitment Process Follow an open, transparent, impartial equitable and merit-based recruitment procedure Recruitments have to be in accordance with the European Charter and Code of Conduct for the Recruitment of Researchers https://euraxess.ec.europa.eu/ Source: http://ec.europa.eu/euraxess/pdf/brochure_rights/am509774cee_en_e4.pdf

Recruitment process FAQ If MSCA EID and EJD are doctoral programmes, why can Researchers only be appointed for a maximum of 36 months when many will take longer to complete their PhDs? In those countries where the duration of PhD study is formally 4 years, additional funding from other sources should be secured by the participant in order to fund the 4th year of doctoral studies. Will it be checked whether the doctoral degree has actually been awarded in EID and EJD types of action? Fellows recruited under European Industrial Doctorates (EID) and European Joint Doctorates (EJD) types of action must be enrolled in the doctoral programme and are expected to complete their studies (and under the rules of the EJD type of action must receive the joint, double or multiple doctoral degrees). For EJDs, a formal commitment to award joint/double/multiple doctoral degrees is required in the proposal. Since the doctoral degree may be awarded after the EID or EJD project has finished, it may not be feasible in all cases to check during the project lifetime as to whether the final degree was actually awarded. However, such checks may take place after the conclusion of the project.

Secondments In ETN, recruited researchers can be seconded to other beneficiaries and/or to partner organisations for a duration of up to 30% of their recruitment period (except for EID and EJD). For EID, researchers must spend at least 50% of their time in the nonacademic sector. This inter-sectoral mobility has to be between participating organisations located in different countries. Recruited researchers can only be seconded to beneficiaries or partner organisations of the project. Intersectoral mobility between beneficiaries must also be international

Financial aspects The financial support for an ITN is calculated on the basis of eligible person-months and takes the form of a grant covering 100% of the eligible costs. - Basic, gross amount paid to the researcher in monthly instalments ( 37,320/year). - Country correction coefficient of the country in which the researcher will be recruited is applied. Fixed amounts, regardless of the country of recruitment. - The participation of researchers in training activities - Expenses related to research costs - Costs for visiting researchers - Tuition fees (where applicable) - Preparation of the reports and other documents - Personnel costs of the Project Manager - Maintenance of the consortium agreement

Financial aspects 2 Transfers between categories The costs for the researcher must be fully used for the researcher - Article 6.2.A(c) Formal transfer not possible due to nature of unit costs The use of institutional costs is decided by the beneficiary The consortium can agree to distribute it differently, in which case it should be addressed in the consortium agreement Usually the coordinator retains the largest share of the management costs. Use of costs Unused amounts of institutional costs can be used for other actionrelated purposes e.g.: to organise additional training activities to increase the salary of the researcher

IP Management in MSCA MSCA IP relevant characteristics: Intersectoral exchange academic/non-academic (i.e. SMEs) Different IP policies/interests; Publication vs. Exploitation International dimension EU-MS/AC vs. Third Countries Different IP laws/regulations Joint research and innovation activities between the participants Exchange and sharing of knowledge (IP); joint protection and exploitation of results Secondments of research and innovation staff (exchanges) focusing on the exploitation of complementary competences of the participants Granting access to background/results for/by Visitors IP management in Horizon 2020 Marie Skłodowska-Curie Actions https://www.iprhelpdesk.eu/sites/default/files/newsdocuments/fact-sheet- IP-Management-in-H2020-MSCAs.pdf

ITN 2014 2016 Results SUCCESS RATE IN % ITN ETN EID EJD 2014 9,4 18,8 15,4 2015 6,3 9,6 9,2 2016 6,2 9,7 9,6 ITN 2015: Eligible and A- list proposals by panel Source: European Commission, Research Executive Agency

Croatian participation in MSCA ACTION NUMBER OF PARTICIPATION PROJECTS PROPOSALS WITH CROATIAN PARTICIPATION SUCCESSFUL PROJECT WITH CROATIAN ORGANISATION NUMBER OF CROATIAN PARTICIPATION IN SUCCESSFUL PROJECTS SUCCESS RATE OF CROATIAN PARTICIPATION EU CONTRIBUTION IN MILIONS OF EURO TO CROATIAN ORGANISATIONS ITN 155 134 8 10 6,0 3.468.654 IF 23 23 2 2 8,7 328.020 RISE 55 39 5 8 12,8 626.100 COFUND 2 2 0 0 0,0 0 NIGHT 14 4 1 3 25,0 107.430 NCP projekt 1 1 1 1 100,0 24.638 Ukupno 250 203 17 24 8,4 4.554.842 Results October 2017 5 RISE projects 8 ITN projects: - 1 EID - 1 EJD - 6 ETN 1 IF project 1 NIGHT project 2 NCP transnatinal cooperation project Source: European Commission March 2017

Croatian participation in MSCA (2) Which subject areas have been most successful for Croatia?

Useful links Agency for Mobility and EU Programmes http://www.mobilnost.hr Horizon 2020 Croatian national portal http://www.obzor2020.hr Marie Skłodowska-Curie Actions http://ec.europa.eu/research/mariecurieactions/ Participants portal http://ec.europa.eu/research/participants/portal/desktop/en/home.html Horizon 2020 on-line manual http://ec.europa.eu/research/participants/docs/h2020-funding-guide/index_en.htm Euraxess portal http://www.euraxess.hr Bridging business and research https://www.youtube.com/watch?v=-brppt_tqmq

Thank you for your attention! Sandra Vidović Horizon 2020 National Contact Point for Marie Skłodowska-Curie Actions Agency for Mobility and EU Programmes Frankopanska 26, HR-10 000 Zagreb Phone +385 (0)1 500 5954 Fax +385 (0)1 500 5699 sandra.vidovic@mobilnost.hr www.mobilnost.hr www.obzor2020.hr