Opportunities for human resource capacity building in RTD (new calls of FP7 PEOPLE Programme)



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Opportunities for human resource capacity building in RTD (new calls of FP7 PEOPLE Programme) Second Workshop of the Networking initiative for ICT related projects Possibilities for widening further partnership for new cooperative activities,, 10-11 11 September 2010 Assoc. Prof. Elissaveta Gourova

Main topics European framework for human resources in research Opportunities for career development initial training (ITN) collaboration with industry (IAPP)

European policy focus Integrated strategy at European level to make Europe more attractive to the best researchers Greater mobility of researchers in Europe Introduction of a European dimension into research careers Making Europe more attractive to researchers from all over the world Ultimate goal: an open, competitive and attractive European labour market for researchers

European actions Mobility strategy of 2001 developing a network and a portal to help researchers in their mobility, and to provide them targeted assistance and tailored and updated information 2008 follow up: EURAXESS Jobs, Services, Rights and Links European Charter for Researchers and Code of Conduct for their Recruitment roles and responsibilities of researchers and their employers and sponsors greater transparency of the recruitment process better career perspectives and stability of researchers jobs Financial instrument: Programme People initial training of researchers lifelong career development multiple career pathways

European partnership for researchers (2008) Commitment of European and national institutions for taking measures in four important areas: to ensure open and transparent recruitment of researchers, including job advertisement at the EURAXESS portal, and to establish procedures for recognition of diplomas and qualifications from other countries and sectors; to provide social security and supplementary pension opportunities to mobile researchers, and increase their awareness on the respective rights and practice; to ensure attractive employment and working conditions for both young and experienced researchers by applying the flexicurity principle; to equip researchers with skills and competences necessary for working in open and competitive environment, for clear communication of ideas and undertaking innovation and entrepreneurial activities.

Programme People objectives Strategic goal: ERA development and consolidation, making Europe attractive for the best researchers in the world Objectives: Mobility, brain circulation for European knowledge sharing, transfer and career development Focus on structuring impact Development of adequate and broad skills for both the private and public sector; increased private sector participation Strengthen international dimension Balanced gender representation Scope: All research and technology areas Bottom-up approach

Scientific panels Chemistry (CHE) Social and humanitarien (SOC) Economic (ECO) Informatics and engineering (ENG) Environment and earth (ENV) Life sciences (LIF) Mathematics (MAT) Physics (PHY)

Main topics European framework for human resources in research Opportunities for career development initial training (ITN) collaboration with industry (IAPP)

ITN main objectives and features mo3 Goals: Strengthen and structure Initial Training of Researchers at European level Attract students to scientific careers Improve career perspectives by broad skills development (including private sector needs) Directed at early-stage researchers Main features: International network of participants Joint Research Training Programme: training through research complementary competences modules exposure to both public and private sectors Industry involvement Mutual recognition of the quality of the training Four years contracts

Slide 9 mo3 mo; 02.9.2010 г.

ITN main objectives and features Participants Min. = 3 Participants from 3 different countries (at least 2 different Member states) Involvement of industry should be at the highest possible level!!! Full Network Partner Associated Partner Offer research training & Recruit eligible researchers Provide research training, complementary skills courses, (communication, enterprise cycles, innovation, IPR, ) secondments Level 1 Level 2

ITN main objectives and features Trans-national mobility focus: Researchers - nationals of any country other than the country of the host institution Researchers must not have resided or carried out their main activity in the country of the host for more than 12 months in the 3 years immediately prior to their recruitment Eligibility Criteria at the time of recruitment Duration of appointments INITIAL TRAINING Early stage researchers ( 80%)* Experienced researchers 0 Research experience 4 years No PhD PhD or at least 4 years of research experience & Research experience 5 years 3-36 months 3-24 months Transfer of NEW COMPETENCES Visiting scientists (a limited number) Experienced researchers (experience >> 4 years) with outstanding stature in international training and collaborative research 1 month Multiple stays

ITN main objectives and features Training activities: Training on scientific and technological knowledge through research: individual personalised projects within the frame of the research topics defined by the network Provision of structured training courses: tutoring, lecture courses, teaching - available either locally or from another participant of the network - local training programmes are expected to be coordinated to maximise added value (e.g. joint syllabus development, opening up of local training to other network teams, joint Ph.D. programmes, etc.)

ITN main objectives and features Training activities: intersectorial visits and secondments Development of network-wide training activities: workshops, summer schools - exploitation of the interdisciplinary and intersectoral aspects of the project - exposure of the participants to different schools of thought - provide complementary training in IPR, project management, presentation skills, language courses, ethics, communication, entrepreneurship, proposal writing, task coordination - visiting scientists may contribute to such activities - coordinated by a clearly identified Supervisory Board

Training activities: ITN main objectives and features Personal Career Development Plan for researchers recruited for 6 months Early Post-Docs Training objective: - make them more independent - provide them the skills to become team leaders in a near future Training activities: - intersectoral or interdisciplinary ToK - taking part in the management of the research project - organisation of training events The expert evaluators must be able to see from the proposal how the opportunities offered within the network would be exploited for the career enhancement of these early «postdocs».

ITN main objectives and features Networking activities: Organisation of scientific/managerial network meetings Invitation of external experts Attendance at international conferences and workshops Electronic networking (internet webpages, email, video conferencing) Collaboration with other ITNs in similar or complementary fields Organisation of a final network conference widely publicised

ITN main objectives and features Eligible expenses for the activities of researchers Managed by the researcher Managed by the host institution ESR and ER Visiting scientists Category A Monthly living allowance Allowance rates adjusted by applying a country correction factor e.g. 38000/19000 EUR for ESR 58500/29250 EUR for ER Category B mobility allowance Depending on family status 1000/700 EUR Category C Training of researchers & TOK 1800 per researcher-month Category G Management activities Max 7 % (3% for mono) + Category H Contribution to Overheads 10%

Call FP7-People-ITN-2008: results Number Of Proposals Average number of participants by proposal: 9 Disciplinary panel Evaluated Ranked List Total % Total % Success Rate % Reserve list Average estimated budget by proposal: 3,2 M CHE 85 10 % 8 9 % 9,4 % 3 ECO 21 2 % 1 1 % 4,8 % 2 ENG 185 21 % 21 23 % 11,4 % 4 ENV 108 12 % 10 11 % 9,3 % 3 LIF 264 30 % 30 33 % 11,4 % 4 MAT 19 2 % 1 1 % 5,3 % 1 PHY 114 13 % 11 12 % 9,6 % 3 SOC 90 10 % 10 11 % 11,1 % 3 Total 886 100% 92 100 % 10,4 % 23

Joint PhD program Partners: 2-3 universities and 1 technology park/ incubator IT training Management training Practical training Collaborative program in PhD training in Management and Innovation in ICT

Main objectives and activities Research objectives: Build synergy in interdisciplinary research and training Facilitate knowledge transfer between research and industry Support building interdisciplinary skills and entrepreneurship How? Training on different topics by the partners Internships in industry Supervisors from academia and industry Knowledge exchange on seminars and conferences Joint knowledge base books, journals, etc.

Possible bottlenecks Legislative and administrative barriers: How to overcome problems in mutual recognition of degrees and diplomas? Are there opportunities for foreign language research training? Is it possible to hire foreign researchers on a fixedterm contract? How to build synergy and complementarity by the partners? How to implement the administration of a joint PhD program?

Main topics European framework for human resources in research Opportunities for career development initial training (ITN) collaboration with industry (IAPP)

IAPP main objectives and features mo1 Goals: Foster co-operation between public research organisations and private commercial enterprises based on joint research projects Stimulate long-term collaboration between the sectors Address barriers which inhibit movement of researchers between the public and private research domains Diverse careers and knowledge sharing/cultural exchange Main features: Longer-term co-operation between sectors Staff secondments & recruitment of experienced researchers Salary costs Networking & workshops/conferences costs SMEs: small equipment costs Project duration: 3 to 4 years

Slide 22 mo1 mo; 02.9.2010 г.

IAPP main objectives and features Participants Min. = 1 university/research centre + 1 private sector Min. = 2 different Member/Associated countries Additional partners from either sector and from any country Joint Research Project Research of mutual interest to all partners Milestones & deliverables Secondments underpin co-operation between partners in different sectors Limited possibilities to recruit experienced researchers

IAPP main objectives and features Activities & participants Recruited researcher from publicized vacancies Sector 1 Staff secondment Sector 2 Coordinator Partner 1 Partner 3 Staff secondment Partner 2 Recruited researcher from publicized vacancies Partner 4 Partner 5

IAPP main objectives and features Targeted researchers Staff exchange: at all level of experience, incl. technical & managerial staff Exchange period: 2 months to 2 years Obligatory return for at least 1 year Recruitment: only experienced researchers Nationals of any country other than host No limit on 3 rd countries nationals Recruitment period: 1 to 2 years Rules for staff exchange Staff exchange always between 2 sectors When 2 participants, inter-sector mobility allowed within same country: max. 30% total support Trans-nationality

IAPP main objectives and features Eligible expenses for researchers Category А monthly living allowance national correction coefficients Category B mobility allowance 1000/700 EUR Eligible expenses for host organisations Category C contribution to research/ transfer of knowledge programme 1800 EUR per RM Category G management activities 10% of total EU contribution Category H overheads 10% of direct costs Category I 10% of total EU contribution - small equipment for SMEs only

FP7-PEOPLE-2009-IAPP Proposals per panel (2009) Number % LIF 84 23.6 ENG 145 40.7 CHE MAT 3 0.8 ECO SOC ENV ECO SOC 35 10 23 9.8 2.8 6.5 ENG MAT ENV LIF PHY PHY 18 5.1 CHE 38 10.7

Facilitate knowledge management Test bed: SMEs and Universities KM pilot implementation learning sharing creativity Collaborative platform for academia - industry

Main objectives and activities Research objectives: Facilitate KM in organizations study KM needs of SMEs/research organisations, develop open KIMS to meet these needs, implement it in SMEs/research organizations Facilitate knowledge transfer in the sector develop open collaborative portal for the sector Roles and research areas: technology development company & university knowledge management plan company & university Knowledge sharing/cultural exchange between academia and industry + Multiple career paths Secondment of researchers to study, set up and lead the KM implementation in SMEs Joint teams for technology development with staff exchange

Evaluation criteria How to reach? S&T Quality (originality & innovation aspects): KM is an emerging research area requiring interdisciplinary skills. KM main focus has been on large companies. There is less research on SME specific issues and needs, as well on HE/research organisations related to KM. Intersectoral open collaborative platforms could facilitate linkages between knowledge-based SMEs and HE in knowledge sharing, learning and working together. Transfer of knowledge (intersectorialilty, role of exchanged staff) Transfer of theoretical knowledge into practical settings (researchers involved in practical KM) Enrich theory with practical experience and cases (Managers exchange KM experience) Join theory and practice in building new product for SMEs Support future knowledge sharing with the collaborative portal

Evaluation criteria How to reach? Implementation Experienced project coordinator Clear definition of partners roles in research, implementation, training, dissemination, etc. with background information for capabilities to implement tasks; Clarification of staff exchange and recruitment strategy; Consortium agreement for IPR issues and responsibilities/liabilities; Risks analysis Impact Clarification of added-value of the partnerships and longterm collaboration prospects; SMEs higher competitiveness; Research, innovation and training future outcomes.

IAPP and ITN calls People Programme Call FP7-People-2011-IAPP: Marie Curie Industry-academia partnerships and pathways budget: 80 million EUR deadline: 7 December 2010 Call FP7-People-2011-ITN: budget: 318.41 million EUR deadline: 26 January 2011 17:00 Brussels time

For further information: FP7 People: http://cordis.europa.eu/fp7/people/home_ en.html EURAXESS portal http://ec.europa.eu/euraxess/ Ministry of education and science: www.nsfb.net

Thank you! elis@fmi.uni-sofia.bg