Introduction to Marie-Skłodowska- Curie Schemes TC AV CR, Ve Struhach 27, Prague6 Liane Lewerentz, DLR-PT
WhatI wouldlike totalkabout.. Introduction FundinglinesofMSC Grant Agreements in MSC actions Links 10/10/2016 2
Horizon2020 Structure 10/10/2016 3
Budget accordingto programmesectors
I. ExcellentScience
Marie Skłodowska-Curie actions (MSCA) in a nutshell https://www.youtube.com/watch?v=s-fdoxerkea Source: Youtube 6
MSCA Whatabout? Training Focus on career development and innovative research training funds all areas of research Career MSCA Mobilty Transnational mobility is the key element Open to hosts from academic and non-academic sector > career perspectives in academia AND Business 7
Marie Skłodowska-Curie Actions Innovative Training Networks (ITN) Research and Innovation Staff Exchange (RISE) COFUND Individual Fellowships (IF) 10/10/2016 8
Overview Source: REA 9
Mobility rule IF/ITN/Cofund: the researcher must not have resided and/or carried out his/her main activity for more than 12 month within the last 3 yearsimmediatelypriortothe application/recruitment For Global Fellowships the mobility rule applies to the third country Modifiedmobilityrulefor3 specificpanelsin European fellowships Not applicable for RISE 10
Early stageresearchers/experienced researchers early-stage researchers: ESRs ; i.e. not have a doctoral degree and be in the first four years of full-time-equivalent research experience of their research career) experienced researchers: ERs ; i.e. have a doctoral degree or have at least four years full-time-equivalent research experience of research career full-time-equivalentmeans research experience, from the date when the researcher obtained a degree entitling him/her to embark on a doctoral program (either in the country in which it was obtained or in which s/he is recruited) 11
Participatingcountries in Horizon 2020 28 EU Member States (MS) 16 Associated Countries (AC) Albania, Armenia, BosniaandHerzegovina, Iceland, Israel, Former Yugoslav Republic of Macedonia, FaroeIslands, Georgia, Moldova, Montenegro, Norway, Serbia, Switzerland (associatedwithin ExcellentScience ), Tunisia, Turkey, Ukraine Third Countries (TC) with EU-funding: selectedcountries fromafrica, Asia, Latin America, Central Asia, Eastern Europe without EU-funding: BRIC-Countries (Brazil, Russia, India, China) and further highly industrializedthirdcountries, e.g. USA, Canada, Japan, New Zealand 10/10/2016 12
BeneficiariesandPartner organisations Beneficiaries Partner Organisations Sign the Grant Agreement Hire the Fellows/take responsibility for the project Have to contribute directly to the training programme Can offer secondments Do not sign the Grant Agreement Do not hire the fellows Offer Training and secondment opportunities Can claim their costs to the beneficiaries, do not need a PIC number Have to hand in a letter of comittment in the proposal 13
Different sectorsin Horizon2020 Academic Sector Non-academic Sector Public or private higher education establishments (awarding academic degrees) Public or private non-profit research organisations (doing research as the primary mission) International European Interest Organisations (e.g. CERN) Any socio-economic actor not included in the academic sector (e.g. Companies, SME, Hospitals, Museums, Foundations, Agencies etc.) 10/10/2016 14
Marie Skłodowska-Curie Actions Innovative Training Networks (ITN) Research and Innovation Staff Exchange (RISE) COFUND Individual Fellowships (IF) 15
Innovative Training Networks (ITN) Aim is to educate and recruit creative and innovative early stage researchers Structurethetrainingofyoungresearchersin Europe Better chances for employment in the academic and non-academic sectors Intensify the collaboration between the academic and non-academic sector 16
Innovative Training Networks (ITN) Recruitment of early stage researchers according to the mobility rule Individual supervision of the projects Structured training: courses, summer schools etc Secondments Intersectoral experiences Max. projectlength up to 4 years 17
Innovative Training Networks (ITN) European Training Networks European Industrial Doctorates European Joint Doctorates At least 3 beneficiaries (recruiting institutions) in 3 different MS/AC At least 2 beneficiaries in 2 different MS/AC and from both different sectors (1 academic institution / 1 nonacademic institution) At least 3 beneficiareis in 3 different MS/AC At least 3 beneficiaries must be entitled to award a doctoral degree ETN EID EJD 18
Consortiain ETN andejd Consortiumofat least 3 beneficiariesfromdifferent MS/AS andoptional further partner organisations from Europe or abroad Recommendation of the EU: 6-10 beneficiaries(from the academic and non-academic sector) Beneficiary has to employ Early Stage Researcher (ESR) Duration of employment: 3-36 months Maximum: 540 person months(15 ESR for 36 months each) Beneficiary Signatory of the Grant Agreement Employs PhD Students (full-time working contract; subject to social contribution) Trains and teaches Receives direct funding from the EU Partner Organisation Non-signatory of the Grant Agreement Trains and teaches Hosts the ESR for secondments (3-6 months) Does not receive direct funding from the EU 19
European Industrial Doctorate Consortium consists of at least two beneficiaries, one from the academic and one from the non-academic sector from different MS/AC Obligatory joint supervision of the ESR from both sectors ESR: at least 50% of the employment must be fulfilled in the non-academic sector Funding: Two beneficiaries Maximum of 180 person months More than two beneficiaries Maximum of 540 person months 20
Marie Skłodowska-Curie Actions 21
Research andinnovation StaffExchange Aim is the international and intersectoral collaboration Knowledge transfer between research and market and vice versa Common research and innovation culture At least 3 institutions from 3 different countries, at least 2 of them from MS/AC If all institutions are from the same sector, at least one must be located in a Third Country 22
Research andinnovation Staff Exchange Secondments of staff: 1-12 months (splitting is possible) Mandatory: staff members must have been actively engaged in or linked to the sending institution for 6 months before the first secondment + reintegration after the secondment Allowed secondments between MS/AC: intersectoral between MS/AC and TC: innersectoral and intersectoral Funding: max. 540 person months for a max. of 4 years 23
Marie Skłodowska-Curie Actions 24
Individual Fellowships (IF) European Fellowships (EF) researchstaysin Europe Global Fellowships (GF) Research stays ouside Europe (with a mandatory returnphasetoeurope) 25
Individual Fellowships Twotypes European Fellowships GlobalFellowships EF: For fellows coming to or moving within Europe (12-24 months) GF: For fellows from Europe going to Third countries (12-24 months) and returing (12 months) 26
Standard European Fellowships Duration 12 to 24 months Host organisation located in Europe (MS/AS) active in Research & Innovation, e.g. University, Research Organization, Company, NGO, Experienced researchers of any nationality Mobility rule:researchers must not have resided or carried out their main activity in the country of their host organization for more than 12 months in the previous 3 years (prior to call deadline) Submission andevaluationin eightscientificpanels: CHE, SOC, ECO, ENG, ENV, LIF, MAT, PHY 27
European Fellowships Career RestartPanel Assistance in resuming a scientific career after a break Experienced researchers of any nationality Conditions: At the submission deadline not active in research for at least twelve months(15.9.2015-14.9.2016) Modified mobility rule: Researchers must not have resided or carried out their main activity in the country of their host organisationfor more than 3 years in the previous 5 years Submission and evaluation in one multidisciplinary Panel 28
European Fellowships Reintegration Panel Assistance in returning to Europe Conditions: Researchers with MS/AC nationality or MS/AC long-term residence(at least 5 consecutive years research work in Europe) Mobility from a third country to MS/AC(where the host insitution is located) Modified mobility rule: Researchers must not have resided or carried out their main activity in the country of their host organisationfor more than 3 years in the previous 5 years Submission and evaluation in one multidisciplinary Panel 29
European Fellowship Society & Enterprise Panel Opens up career perspectives in the non-academic sector Experienced researchers of any nationality Conditions Host institution must be a non-academic institution and be locatedin a MS/AC Modified mobility rule: Researchers must not have resided or carried out their main activity in the country of their host organisationfor more than 3 years in the previous 5 years Submission and evaluation in one multidisciplinary Panel 30
Global Fellowships Duration 24 to 36 months, devidedin: 12 24 months stay outside Europe 12 months mandatory return phase to Europe Experienced researchers with MS/AC nationality or MS/AC long-term residence (at least five consecutive years) Two host institutions Partner organisationin a third country Host / beneficiary in MS/AC (return phase), contractual partner of the EU (employer for the whole time) 31
Global Fellowships Mobility rule: Researchers must not have resides or carried out the main activity (work, study etc.) in the country of the TC partner organisationwhere the initial outgoing phase takes place for more than 12 months in the 3 years (prior to the call deadline). Submission andevaluationin eight scientific panels: CHE, SOC, ECO, ENG, ENV, LIF, MAT, PHY 32
Individual Fellowships Secondments Optional secondment phase in MS/AC, preferably intersectoral Dividable into several shorter stays Significant contribution to the fellowship s impact To be justified in the proposal Fellowship duration 18 month Secondmend duration 3 month > 18 month 6 month 33
Co-fundingofregional, national and international programmes(cofund) 34
COFUND Types of programmes Doctoral programmes Fellowship programmes No combination possible Conditions Duration and Funding: 36-60 month(max. 10 Mio. ) One single beneficiary from MS/AC, that implements mobilityprogramsforesr orer itselforthatfunds programs of partner organisations Responsible for the availability of»matching funds«35
COFUND Rules: EC contributions can only be spent on the researchers allowanceandmanagement;costsforresearch, travels, mobility and overgheads etc have to be financed by matching funds Financing from other EU-programs(matching funds) is possible except H2020, e.g. structural funds Not supported are research groups and already permanent employedresearchersat the host institution 36
The MSC Grant Agreements
Contracts in MSC Grant Agreement EC/REA Employment contract Host Institution (EU) Partnership Agreement Partner organisation 10/10/2016 38
Different types of MSCA-Model Grant Agreements: H2020 MGA MSCA Innovative Training Networks (ITN) H2020 MGA MSCA Research and Innovation Staff Exchange (RISE) H2020 MGA MSCA Individual Fellowships (IF) Multi-Beneficiaries H2020 MGA MSCA Co-funding of regional, national and international programmes (COFUND) Mono-Beneficiaries 10/10/2016 39
MSCA-Model Grant Agreements Legal provisions in the core text, not in the annexes Main provisions are common to the General MGA MSCA specific provisions integrated in the document (deviations from the General MGA in the introductory remark) The scope of some provisions are clarified in the annotated GA 10/10/2016 40
Model Grant Agreement I. General Single article: subject of the agreement II. Action III. Grant IV. Rights and Obligations Action, duration and budget Amount, reimbursement rate and form of costs, conditions for costs to be eligible Proper implementation of the action Grant administration: reporting, payments, audits (records) Background and results: access rights, exploitation, dissemination Others: Recruitment and working conditions for recruited/seconded (Rise) researchers, ethics Financial support to or implementation of programmes (Art. 15) incl. conditions for the recruitment of researchers and obligations towards them (Cofund) V. Division of Roles Roles and responsibilities of the beneficiaries, internal arrangements Consortium agreement VI. Rejection, reduction, penalties, termination Final provisions Rejection, reduction, recovery and penalties Suspension and termination of the action Communication between parties, amendments, applicable law 10/10/2016 41
The MSCA MGAs follow the General MGA for numbering and content, except for: Page 380 AGA, example for ITN 10/10/2016
Further information EU Marie Skłodowska-Curie websites http://ec.europa.eu/research/mariecurieactions/index_e n.htm NCP network project for MSC: Net4Mobility http://www.net4mobility.eu/ Participant Portal http://ec.europa.eu/research/participants/portal/desktop /en/home.html 43
Exercise 10/10/2016 44
This project has received funding from the European Union s Horizon 2020 research and innovation programme 10/10/2016 45