Individual Fellowships 2018

1 Marie Skłodowska-Curie Actions Individual Fellowships 2018 Berit Sundby Avset and Per Magnus Kommandantvold, National Contact Points for MSCA Lysaker, 27. April 2018 Marie Skłodowska-Curie Actions

2 Main take home-messages Your proposal is not a research proposal per se, but a proposal for training in research Your CV doesn t have to be perfect, but the training should mend any shortcomings Your employability after the fellowship is key The Guide for Applicants is a must-read A template is meant to be followed You cannot start too early on drafting you proposal The weighting of criteria is 50% - 30% - 20%. You need to perform at close to 100% on each Don t be over-ambitious Don t be boring Your reviewers may not be specialists in your field There may be exceptions from our advice

What is Marie Sklodowska-Curie Actions?

Marie Skłodowska-Curie Actions MSCA aim to: support the career development and training of researchers in all scientific disciplines through international and intersectoral mobility.

Features of the MSCA Open to all career stages and nationalities Open to all domains of research and innovation Bottom-up approach Attractive career and knowledgeexchange opportunities through mobility International, intersectoral and interdisciplinary Development of knowledge and enhancement of skills Promotion of attractive working and employment conditions

Features of the MSCA EUR 6.16 billion for excellent and innovative research training 1200,00 1000,00 800,00 MSCA Budget dedicated to Calls for Proposals 803,68 745,00 761,71 838,70 885,53 933,00 1037,57 600,00 in EUR million 400,00 200,00 0,00 2014 2015 2016 2017 2018 2019 2020

MSCA: the different actions

MSCA: the different actions (network recruiting ~PhD students)

Call deadlines & budget 2018 Funding scheme Call opens Call closes Budget ITN 12/10/2017 17/01/2018 442 meur IF 12/04/2018 12/09/2018 273 meur RISE 22/11/2017 21/03/2018 80 meur COFUND 12/04/2018 27/09/2018 80 meur

New features in the WP 2018-2020 Modification of the Country Correction Coefficient Increase by 5% of the living and top-up allowances Optional introductory online training for all MSCA fellows More flexibility for third-country researchers through a revised long-term residency rule MSCA Special Needs Allowance (for all MSCA actions) Lump sum of max. EUR 60.000 Tentatively available as of Q1 2019

What is IF?

Individual Fellowships (IF) Realise the potential of experienced researchers Catalyse significant development in their careers in both sectors Provide opportunities to acquire new knowledge, work on research projects in a European context or outside Europe Duration: 1-2 years (Global Fellowships: 2-3 years) The specific panels for Society and Enterprise, Career Restart, and Reintegration to Europe have a more open mobility rule Budget for 2018 call: European Fellowships: EUR 228 m Global Fellowships: EUR 45 m

Definition of experienced researcher You must by 12. September : be in possession of a doctoral degree, OR by then have at least four years of full-time equivalent research experience (from the date when you obtained a degree which would formally entitle you to start on a doctorate).

Mobility rule 14 The MSCA mobility rule: Standard European Fellowships (EF-ST): The researcher cannot have resided or carried out his/her main activity (work, studies, etc.) in the country of the beneficiary for more than 12 months in the three years immediately before the call deadline. Global Fellowships (GF): Same as EF-ST, but applies for the host country outside of Europe Career restart panel (CAR) / Reintegration panel (RI) / Society and Enterprise panel (SE): The researcher cannot have resided or carried out the main activity (work, studies, etc.) in the country of the beneficiary for more than three years in the five years immediately before the call deadline. For RI: Must move directly to host country

Individual Fellowships (IF) 12-24 months CAR panel 12-36 months From all countries to Europe (MS/AC) 12-24 months, plus 12 months return phase For European researchers or long-term residents in Europe

European fellowships 4 panels Any nationality Max 12 months in host country in the previous 3 years Standard (EF-ST) Career restart (EF-CAR) Min 12 months outside research Any nationality Max 36 months in host country in previous 5 years Move directly to host country from Third country EU/AC nationality or long term resident Max 36 months in host country in previous 5 years Reintegration (EF-RI) Society & Enterprise (EF-SE) Non-academic host Any nationality Max 36 months in host country in previous 5 years

IF Society & Enterprise Panel 12/04/2018 12/09/2018

Panel structure in MSCA IF 18 8 main evaluation panels: Chemistry Social sciences and humanities Economic sciences Information science and engeneering Environment and geosciences Life sciences Mathematics Physics Three separate multidisciplinary panels: Career restart Reintegration Society & Enterprise (Pilot) For EF and GF For EF only

19 Typical activities of an Individual Fellowship Mobility Research and training activities Training-through-research Hands-on activities: techniques and instruments Transferrable skills: entrepreneurship, IPR, project management Secondments are encouraged. Inter-sectoral or interdisciplinary knowledge transfer Max. 3 or 6 months (</> 18 months) Secondment in EU/AC, even same country, single or divided Financial and organisational management of the project Communication and public engagement Dissemination and exploitation Training dedicated to gender issues

20 Secondments (optional) To an organisation in a Member state or Associated Country Must be relevant, feasible and beneficial for the researcher Must be included in the proposal Maximum duration 3 months (fellowship 18 months) 6 months (fellowship > 18 months) Global fellowship May spend up to 3 months at European host organisation before moving to Third Country

IF: What's new in the WP 2018-2020? IF Career Restart Panel (CAR) and Reintegration Panel (RI) are strengthened i.e. maximum duration of CAR prolonged to 36 months More budget (2x for CAR and 1,5x for RI) Part-time work for IF: To pursue supplementary activities To be agreed between supervisor and fellow Minimum working time in MSCA: 50% Proportional extension of project NB! Not to be mentioned in the proposal! Can be requested during project phase. Global Fellowships Possibility to spend max. 3 months at the European beneficiary before the outgoing mobility

How to apply

All information on the participant portal 24 http://ec.europa.eu/research/participa nts/portal/desktop/en/opportunities/in dex.html Guide for applicants MSCA work programme 2018-2020 Online guide for proposal submission Information on the evaluation process Proposal template Evaluation form Grant agreement template and annexes Proposal submission

All information on the participant portal 25 http://ec.europa.eu/research/participa nts/portal/desktop/en/opportunities/in dex.html Guide for applicants MSCA work programme 2018-2020 Online guide for proposal submission Information on the evaluation process Proposal template Evaluation form Grant agreement template and annexes Submit your proposal

All information on the participant portal 26 http://ec.europa.eu/research/participa nts/portal/desktop/en/opportunities/in dex.html Guide for applicants MSCA work programme 2018-2020 Online guide for proposal submission Information on the evaluation process Proposal template Evaluation form Grant agreement template and annexes Submit your proposal

30.04.2018 27 Kolumnetittel You will find (almost) everything in the Guide for Applicants

The proposal

29 The proposal Part A: administrative information electronic forms at the Participant Portal Part B: project description Two pdf-documents with page restrictions Document 1: Project description 10 pages Document 2: Section 4-7 Changed in 2018

30 Structure of the proposal: part A Electronic forms on the Participant Portal Section 1: General information and declarations (including abstract); Section 2: Data on participants and contacts; Section 3: Budget; Section 4: Ethics issues table; Section 5: Call specific questions Are you resubmitting a proposal? Part A: Tick the resubmission box. BUT: Part B: No reference to the outcome of previous evaluations of this or any similar proposal should be included in the text (or of Seal of Excellence). Experts will be strictly instructed to disregard any such references.

Scientific area and descriptors 8 Scientific areas Chemistry Social sciences and humanities Economic sciences Information science and engeneering Environment and geosciences Life sciences Mathematics Physics + Minimum 3 descriptors, in order of importance Optional: 2 additional descriptors See Annex 4, Guide for Applicants Your proposal is matched to evaluators based on the descriptors you have chosen

32 Proposal structure: Part B-1 10 page-limit Start page (page 1) Table of contents (page 2) List of participating organisations (page 3), Table Removed and moved in 2018 template START PAGE COUNT 1. EXCELLENCE 2. IMPACT 3. IMPLEMENTATION STOP PAGE COUNT Max 10 pages

Structure of Part B, section 1-3 Example: 1 Excellence (criterion) 1.1 Quality and credibility of the research/innovation (sub-criterion) bulletpoints bulletpoints 1.2 Quality and the appropriateness of the training and (sub-criterion) bulletpoints bulletpoints Use as headlines

34 Excellence Quality and credibility of the research/innovation project; level of novelty, appropriate consideration of inter/multidisciplinary and gender aspects Quality and appropriateness of the training and of the two way transfer of knowledge between the researcher and the host Quality of the supervision and of the integration in the team/institution Potential of the researcher to reach or re-enforce professional maturity/independence during the fellowship Impact Enhancing the future career prospects of the researcher after the fellowship Quality of the proposed measures to exploit and disseminate the project results Quality of the proposed measures to communicate the project activities to different target audiences Quality and efficiency of the implementation Coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources Appropriateness of the management structure and procedures, including risk management Appropriateness of the institutional environment (infrastructure) 50% 30% 20%

35 1. Excellence Introduction and objective(s) very important, clearly described, focussed, WOW-factor Understandable for the Can evaluate if necessary - expert Use illustrations, tables, charts, diagrams Why is it an important problem? Why should this project be financed? Research project Fellow Host group Is the researcher and the host a good match?

Personal Career Development Plan is foreseen! A Career Development Plan should be established jointly by the supervisor(s) and the researcher at the beginning of the project. Must be mentioned in the proposal. Does the host organisation have a HR-implemented career development strategy? NOT to be included as such in the proposal

37 Proposal structure: Part B-1 10 page-limit Now, 90% of you will focus 80% of your initial energy on this part that counts for 50% of the total proposal. Is that a smart strategy? START PAGE COUNT 1. EXCELLENCE 2. IMPACT 3. IMPLEMENTATION STOP PAGE COUNT Max 10 pages

2. Impact Work Programme: Impact on three levels ALWAYS read the part on IF in the Work Programme as well! Explain: Why should the EU spend money on fellows like you? Why will EU funding, as compared to other funding, make sense in your project? Explain the European added value!

Expected impact at three levels At researcher level: Increased set of skills, both research-related and transferable ones, leading to improved employability and career prospects both in and outside academia Increase in higher impact R&I output, more knowledge and ideas converted into products and services Greater contribution to the knowledge-based economy and society

Expected impact at three levels At organisation level: Enhanced cooperation and stronger networks Better transfer of knowledge between sectors and disciplines Boosting of R&I capacity among participating organisations

Expected impact at three levels At system level: Increase in international, interdisciplinary and intersectoral mobility of researchers in Europe Strengthening of Europe's human capital base in R&I with more entrepreneurial and better trained researchers Better communication of R&I results to society Increase in Europe's attractiveness as a leading destination for R&I Better quality research and innovation contributing to Europe's competitiveness and growth Dette bildet av Ukjent forfatter er lisensiert under CC BY-SA

42 Dissemination and exploitation of results How to spread your scientific/innovative results? Dissemination strategy/plan: Publications, data storage, communicate Commercialisation http://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/grant-management/dissemination-of-results_en.htm

Communication and public engagement Tell the tax payers what you do and what you find! Use different channels: social media, to students of all ages, Researchers Night type Draw up a concrete plan! http://ec.europa.eu/research/participants/data/ref/h2020/other/gm/h2020-guide-comm_en.pdf http://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/grant-management/communication_en.htm

44 3. Quality and Efficiency of the Implementation A clear work plan when, what, who For the research For the project management Provide description of work packages: Research, Management, Dissemination, Outreach/Communication, Training, etc. Description of major deliverables, milestones and secondments if relevant Describe infrastructure at the host organisation, but also how it is involved in the execution of a successful project Dette bildet av Ukjent forfatter er lisensiert under CC BY-SA

45 Proposal structure: Part B-2 Page limit on the some of the sections 4. CV of the Experienced Researcher - 5 pages max 5. Capacity of the Participating Organisations - 1 page for the overview, then max 1 page for each participating organisation 6. Ethical issues - If you flagged any ethical issues in Part A 7. Letters of Commitment (only Global Fellowships) - See requirements in Guide for applicants, no template

The money

Financial aspects IF Very simple budget! Two types of unit costs: Researcher unit costs; Institutional unit costs Researcher unit cost (person/month) Institutional unit cost (person/month) Living allowance* Mobility allowance Family allowance Research, training and networking costs Management and indirect costs 4880 euro 600 500 800 650 *Living allowance is adjusted by Country Correction Coefficients

48 What is in my paycheck? Living allowance = gross amount Deduct social security costs Income tax Mobility and Familiy allowance may be included in your annual salary and you may have to pay tax Illustration! Will vary between countries and host organisations!! Social security/ mandatory employer tax /pension Income tax Your paycheck Ask host/provide info to the fellow about the salary

Timeline

What happens when?

Statistics and results

Figures based on IF 2014, 2015 and 2016 proposals Most "mature" fellow

Results MSCA IF in H2020 Norwegian host institution!

IF-2017: Funding range

New in 2018

56 Widening countries under H2020 Widening fellowships Member States: 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. Dette bildet av Ukjent forfatter er lisensiert under CC BY-SA

Widening Fellowships 57 The WF call is part of the Work Programme "Spreading Excellence and Widening Participation, not in MSCA WP Applicants should submit their proposal to the MSCA-IF-2018 call only. Call open from 12 April till 12 September When ranking list for MSCA-IF-2018 call is finalised: EF proposals to widening countries on the Main list of MSCA-IF-2018 will be funded under that call. Proposals not selected for funding and that have a chance to be funded under the WF call will be automatically resubmitted and considered for funding under the widening call, within the limits of the available budget.

58 Advice I Read the Guide for Applicants and the Work Programme carefully! Describe everything, do not assume that the evaluators knows the (Norwegian) system Do you think something is irrelevant for your proposal/topic address it anyway! The successful applicants do! Figures/illustrations/ pictures are sometimes better than words and makes reading less boring Webpages! Evaluators are NOT obliged to look at them But they MAY have a peak

59 Advice II Ask somebody to do a mock evaluation, use the evaluation forms Write part B, leave it for 1-2 weeks, read it carefully again. Are you sure you have explained everything in a clear language that the evaluators will understand in the way they are meant to understand it? The proposal can be submitted repeatedly before the deadline, don t leave it until the last minute!

60 Top-up financing for outgoing MSCA fellows Goal: To stimulate those who have not yet been mobile out of Norway MSCA Individual fellowship (12-24 months) PhD from Norwegian university MSCA Innovative Training Networks (3 36 months) MSc or similar from Norwegian university Must have spent at least 5 of the previous 8 years in Norway Continous submission http://www.forskningsradet.no/en/funding/mscatopput/1254020487947/p1184150364108?visaktive=true

Relevant web pages 61 Calls: http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/index.html MSCA: http://ec.europa.eu/msca EURAXESS: https://euraxess.ec.europa.eu/ Net4Mobility: http://www.net4mobility.eu/ncp-doc.html European Charter for Researchers http://ec.europa.eu/euraxess/index.cfm/rights/whatisaresearcher MSCA on Facebook https://www.facebook.com/marie.curie.actions MSCA on Twitter @MSCactions And lots of useful links on page 46 in the IF Guide for applicants (GfA)

62 Be strategic as a host use EU programmes for further synergies Key Action 1: Mobility Support for mobility for students and staff, in Europe and to/from other parts of the world Erasmus Mundus Joint Masters Degree Key action 2: Cooperation for innovation and exchange of good practices Strategic partnerships Knowledge Alliances Capacity building Key action 3: Support for policy reform Jean Monnet https://www.siu.no/hoeyere-utdanning/erasmus-i-og-utenfor-europa/bli-kjent-med-erasmus

Euraxess (jobs, rights, ) https://euraxess.ec.europa.eu/jobs/search

Marie Skłodowska-Curie Actions: National Contacts Points for Norway: 64 Berit Sundby Avset bsa@rcn.no, ph. 22037015 Per Magnus Kommandantvold pmk@rcn.no, ph. 92247635 @MarieCurie_NCP