H2020 Marie Curie Research and Innovation Staff Exchange (RISE) Giles Brandon FP7 BOT-ERA Final Meeting 13 January 2015

Transcription

1 H2020 Marie Curie Research and Innovation Staff Exchange (RISE) Giles Brandon FP7 BOT-ERA Final Meeting 13 January 2015

2 TODAY S TRAINING ON MARIE CURIE RESEARCH AND INNOVATION STAFF EXCHANGE (RISE) Background MC RISE Scheme How to Write a Competitive Proposal Group Exercise

3 BACKGROUND

4 Excellent Science European Research Council (ERC) Future and Emerging Technologies (FET) Marie Skłodowska-Curie Actions (MSCA) Research Infrastructures HORIZON 2020 Industrial Leadership Leadership in Enabling and Industrial Technologies (LEIT) - ICT, KETs, Space Access to Risk Finance Innovation in SMEs Societal Challenges Health and Wellbeing Food security Transport Energy Climate action Societies Security Widening Participation; Science with and for Society European Institute of Innovation and Technology (EIT) EURATOM Joint Research Centre (JRC)

5 ACHIEVEMENTS Around researchers financed since the creation of Marie Curie Actions More than PhD supported in FP7 38% of women among FP7 MCA fellows SMEs play a major role, accounting for >50% of all businesses participating in IAPP and ITN 50-60% of the budget dedicated to research on societal challenges

6 ACHIEVEMENTS Marie Curie researchers coming from all over the world (around 130 nationalities)

7 MSCA IN HORIZON 2020 MSCA objective Ensure the optimum development and dynamic use of Europe s intellectual capital in order to generate new skills and innovation Total budget ( ): billion (current prices) 1. Fostering new skills through excellent initial training of researchers 2. Nurturing excellence through cross-border and cross-sector mobility 3. Stimulating innovation through cross-fertilisation of knowledge 4. Increasing structural impact by co-funding the activities 5. Specific support and policy action

8 MSCA IN HORIZON 2020 Operates in a bottom-up basis Open to all research and innovation domains from basic research to market take-up Mobility is a key requirement Aim: develop new knowledge / enhance skills of people behind research and innovation Dissemination and public engagement through public outreach activities Total budget: 6.2bn (compared with 4.7bn in FP7)

9 MSCA SCHEMES ITN Horizon 2020 Innovative Training Networks (Early Stage Researchers) Success rate <15% IF Individual Fellowships (Experienced Researchers) Success rate <15% RISE COFUND Research and Innovation Staff Exchange (Exchange of Staff) Cofunding or regional, national and international programmes Success rate >40% NIGHT Researchers Night

10 Early Stage Researcher (ESR) Experienced Researcher (ER) Academic sector Nonacademic sector DEFINITIONS At the time of recruitment (ITN) or secondment (RISE) by the host organisation, must be in the first 4 years (full-time research experience) of their research careers and have not been awarded a doctoral degree At the time of the call deadline (IF) or secondment (RISE) by the host organisation, must be in possession of a doctoral degree or have at least 4 years of full-time equivalent research experience Includes universities (public and private), higher education institutions (public and private), non-profit research institutions (public and private), research foundations, research institutions associated to foundations, international European interest organisations Includes any socio-economic actor not included in the academic sector Mobility Rule: At the time of the relevant deadline for submission of proposals, or recruitment/secondment by the host organisation, depending on the action, researchers shall not have resided or carried out their main activity (work, studies, etc) in the country of their host organisation for more than 12 months in the 3 years immediately prior to the reference date.

11 MC RISE SCHEME

12 RESEARCH AND INNOVATION STAFF EXCHANGE (RISE) Aim to promote international and inter-sector collaboration through research and innovation staff exchanges, and sharing of knowledge and ideas from research to market (and vice-versa) for the advancement of science and development of innovation Should involve institutions from the academic and non-academic sectors (particularly SMEs) based in MS/AC and/or third countries Development of joint research and innovation project partnerships Knowledge sharing via international and/or inter-sector mobility through two way secondments of (ESRs /ERs/support staff) with built-in return mechanism Exchanges between MS/AC only: secondments must be inter-sectoral Exchanges between MS/AC and third countries: secondments can be same sector and/or intersectoral

13 RESEARCH AND INNOVATION STAFF EXCHANGE (RISE) New type of exchange of staff action to stimulate transfer of knowledge and sharing of ideas Flexible inter-sector and international exchanges of highly skilled research and innovation staff Based on a common research and innovation project Secondments only, no recruitment foreseen Single eligibility rule for partnership consortia Exchanges between institutions within Europe cover only inter-sector secondments Exchanges with institutions from outside Europe can be both inter-sector and within the same sector No support for secondments between institutions located outside Europe

14 RESEARCH AND INNOVATION STAFF EXCHANGE (RISE) Participants must be from at least three different countries, at least two of which are MS/AC If all participants in same sector one participant country must be a third country Secondment periods: 1-12 months per person (does not need to be continuous) Total amount of secondments: person-months Activities of the programme

15 CURRENT CALL DEADLINE: 28 APRIL 2015

16 FINANCIAL ASPECTS Beneficiaries and partner organisations continue to pay salary during stay abroad Top-up allowance to support travel, accomodation, subsistence costs during secondment Staff member unit cost (per person-month of secondment) Top-up allowance Institutional unit cost (per person-month of secondment) Research, training Management and and networking costs indirect costs

17 APPLICATION PROCESS Applications on line through the ECAS Participant Portal Apply to specific discipline panel Evaluation panels Chemistry (CHE) Social Sciences and Humanities (SOC) Economic Sciences (ECO) Information Science and Engineering (ENG) Environment and Geosciences (ENV) Life Sciences (LIF) Mathematics (MAT) Physics (PHY)

18 AWARD CRITERIA Experts will evaluate on the basis of following criteria: Excellence 50% Impact 30% Quality and efficiency of the implementation 20% Templates of the forms that experts use to evaluate proposals are available on the topic conditions pages for each call.

19 AWARD CRITERIA Evaluation scores awarded for each criteria from 0 to 5 Each award criterion has a weighting Total score is subject to a threshold of 70% Proposals ranked Proposals funded in ranking order Evaluation summary reports provided No restrictions on re-application 43% success rate for 1 st H2020 MC RISE call funding threshold cut-off was around 82%

20 INFO Marie Curie Actions Website Horizon

21 HOW TO WRITE A COMPETITIVE PROPOSAL

22 DOWNLOAD THE GUIDE FOR APPLICANTS Visit: msca-rise-2015/ rise_2015_-_guide_for_applicants_en.pdf

23 SECTIONS OF A RISE PROPOSAL 1. Summary 2. Excellence 3. Impact 4. Implementation 5. References 30 page limit 6. Capacity of the Participating Organisations 7. Ethics Issues 8. Letters of Commitment of Partner Organisations No page limit

24 1. SUMMARY ½ - ¾ page in length Produce first draft early in the proposal writing process to explain to consortium partners the main aims of the project Revise final draft at the end of the proposal writing process

25 2. EXCELLENCE Three sub-sections: 2.1 Quality, innovative aspects and credibility of the research (including inter/multidisciplinary aspects) 2.2 Clarity and quality of knowledge sharing among the participants in light of the research and innovation objectives 2.3 Quality of the interaction between the participating organisations pages in length (my recommendation)

26 2. EXCELLENCE (CONT D) 2.1 Quality, innovative aspects and credibility of the research (including inter/multidisciplinary aspects) Describe the project s specific objectives and the relevance of the research and innovation project to the scope of the call and in relation to the "state of art The project s scientific and technical objectives must be SMART (specific, measurable, attainable, realistic and timely) Important to include references to recent international peer-reviewed journals to demonstrate that your project relates to the state of the art Describe the methodological approach highlighting the types of research and innovation activities proposed and their originality Concisely describe the main steps in your project (Recommend 3 6 steps) Describe the inter/multidisciplinary types of knowledge involved, if applicable. Concisely describe the main categories of experts involved in the project and the knowledge they will exchange between themselves

27 2. EXCELLENCE (CONT D) Example from a high energy physics proposal Objectives The main objective of this project is to coordinate the action of a group of institutes and companies closely linked to the Crystal Clear Collaboration and presently involved in the development of micropulling-down crystal growth and other types of fibre technology enabling the fast and cheap production of heavy crystal scintillating fibres. During the project, the consortium aims to demonstrate: The feasibility of producing between 20 to 200 km of fibres (depending on calorimeter design) with consistent quality and well defined production costs A radiation hardness for these fibres such that the degradation of their optical properties is limited to about 10% after an integrated exposure of 1 MGy.

28 2. EXCELLENCE (CONT D) Example from a high energy physics proposal Methodological approach (main steps): i. User requirements and specifications ii. Material studies iii. Fibre production technology iv. Fibre characterisation and calorimeter tests Inter/multidisciplinary types of knowledge (categories of experts): Particle physicists; material scientists; and crystal growth technologists

29 2. EXCELLENCE (CONT D) 2.2 Clarity and quality of knowledge sharing among the participants in light of the research and innovation objectives Describe approach and methodology used for knowledge sharing e.g. Program for transfer of knowledge, workshops and training

30 2. EXCELLENCE (CONT D) 2.3 Quality of the interaction between the participating organisations Describe contribution of each participant in the activities planned and justification of the main networking activities e.g.

31 3. IMPACT Three sub-sections: 3.1 Enhancing research- and innovation-related human resources, skills, and working conditions to realise the potential of individuals and to provide new career perspectives 3.2 To develop new and lasting research collaborations, to achieve transfer of knowledge between research institutions and to improve research and innovation potential at the European and global levels 3.3 Effectiveness of the proposed measures for communication and results dissemination 4-5 pages in length (my recommendation)

32 3. IMPACT (CONT D) 3.1 Enhancing research- and innovation-related human resources, skills, and working conditions to realise the potential of individuals and to provide new career perspectives Describe the career development of early stage and experienced researchers via joint research, know-how transferral, on-the-job training, and complementary skills training (e.g. writing scientific reports in English, project management and proposal writing)

33 3. IMPACT (CONT D) 3.2 To develop new and lasting research collaborations, to achieve transfer of knowledge between research institutions and to improve research and innovation potential at the European and global levels Describe the development of new and lasting research collaborations Describe the self-sustainability of the partnership after the end of the project e.g. exploitation of project results, development of further projects, etc Describe the contribution of the project to the improvement of the research and innovation potential within Europe and/or worldwide

34 3. IMPACT (CONT D) 3.3 Effectiveness of the proposed measures for communication and results dissemination Describe the dissemination and communication strategy and expected impact e.g. Project Result Project website Dissemination and Communication Activity Publish regular project news and event updates on website Short project film Publish film on Youtube and project website. Show film during outreach events Target Audience Scientists, engineers general public Scientists, engineers general public and and Expected Impacts website visitors views on Youtube, 25+ university open days/national science days/school visits where film shown Project leaflet and poster Distribute during international conferences, public seminars and outreach events Scientists, engineers general public and 200+ leaflets distributed, 20+ events where poster displayed Project news Publish project news releases and distribute through broader scientific news channels e.g. Cordis wire and Alpha Galileo Scientists, engineers general public and 3+ news releases, 10+ articles in broader scientific press

35 3. IMPACT (CONT D) 3.3 Effectiveness of the proposed measures for communication and results dissemination Describe the intellectual property rights aspects (i.e. how you will make use of a consortium agreement based on DESCA) and the exploitation of results e.g.

36 4. IMPLEMENTATION Four sub-sections: 4.1 Overall coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources 4.2 Appropriateness of the management structure and procedures, including quality management and risk management 4.3 Appropriateness of the institutional environment (infrastructure) 4.4 Competences, experience and complementarity of the participating organisations and institutional commitment pages in length (my recommendation)

37 4. IMPLEMENTATION (CONT D) 4.1 Overall coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources Create a PERT diagram to illustrate the WPs e.g.

38 4. IMPLEMENTATION (CONT D) 4.1 Overall coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources cont d complete your WP descriptions e.g.

39 4. IMPLEMENATION (CONT D) 4.2 Appropriateness of the management structure and procedures, including quality management and risk management Describe the project organisation and management structure Describe approach to conflict resolution Describe risks and contingency plans e.g.

40 4. IMPLEMENATION (CONT D) 4.3 Appropriateness of the institutional environment (infrastructure) Describe the availability of the expertise and human resources Describe the necessary infrastructure and who has it e.g.

41 4. IMPLEMENATION (CONT D) 4.4 Competences, experience and complementarity of the participating organisations and institutional commitment Describe the adequacy of the partnership to carry out the project make a reference back to the table of experts in Section 2.3

42 5. REFERENCES No page limit restriction but 1-3 pages is usually enough for each partner don t go for 100 s of pages!

43 6. CAPACITY OF THE PARTICIPATING ORGANISATIONS Strict format and page limits: 1 page per beneficiary (i.e. EU/AC member) and ½ page per partner (i.e. third country member) e.g.

44 7. ETHICS ISSUES Check carefully if your project involves any ethical issues. If it involves third countries, then you will probably want to include the following: The project will respect fundamental ethics principles, including those reflected in the Charter of Fundamental Rights of the European Union. The project involves participants from the following non-eu countries: Armenia, Belarus, Japan, Ukraine... The project involves participants from the following low and/or lower middle income countries: Armenia, Belarus and Ukraine. Benefits-sharing measures are foreseen. All the participants (beneficiaries and partner organisations) will sign a Consortium Agreement (based on the latest DESCA model consortium agreement) that will allow the highest level of protection for all participants both individually and collectively, following rules established by the EC and the participating organisations. The Consortium Agreement will govern disclosure of confidential information and ownership of intellectual property. Protection of foreground knowledge will be regularly discussed by the participants during the annual project meetings. Each participant will be responsible for the cost of protecting its own Intellectual Property, as well as its prosecution and enforcement. Participants co-owning patents will enter co-ownership agreements prior to their exploitation.

45 8. LETTERS OF COMMITMENT OF PARTNER ORGANISATIONS A scanned copy of a signed letter of commitment must be included for each partner organisation (i.e. third country organisation) No standard defined text for the letter below is an example

46 GROUP EXERCISE

47 GROUP EXERCISE Imagine you are preparing an MC RISE proposal I want each group to come up with a project concept: Project title Project s main objective and sub-objectives List of consortium partners (beneficiaries and third country partners) List of WP titles and a PERT diagram 30 minutes to prepare Afterwards we will review each group s project concept

48 Thank you for your time and good luck! Giles Brandon FP7 BOT-ERA Final Meeting 13 January 2015