Horizon 2020: Marie SkodowskaCurie actions

University of Luxembourg
22 April 2014

University of Luxembourg Workshops: How to find a job and funding in research

22 April 2014

Agenda
Horizon 2020: Introducing the new Framework
Programme for Research and Innovation
Marie Sklodowska Curie Actions : available
instruments

Evaluation Criteria & Proposal Content

Contact
European Funding Programmes
Katharina.horst@luxinnovation.lu

Horizon 2020 in a nutshell

Horizon 2020 one of the worlds largest and most comprehensive
funding programmes for research and innovation (2014-2020), with
an envelope of 80 billion (EP vote 21/11/2013)

One single programme including research and innovation actions

(formerly programmes were separate: FP7, CIP, EIT)

Addresses most of the research areas (health, clean energy,

transport, inclusion, food supply, security)
Focuses a large number of target groups (large industrial firms,
research organisations, individual researchers, SMEs, international
participants)

Horizon 2020 General Structure

Societal Challenges

Health, demographic change and

wellbeing
Food security, sustainable agriculture
and the bio-based economy
Secure, clean and efficient energy
Smart, green and integrated transport
Climate action, resource efficiency and
raw materials
Inclusive, innovative and reflective
societies
Secure Societies

JRC
Art. 185 187
(JTIs, AAL,
Eurostars...)

Sciences in
Society
Widening
participation

http://ec.europa.eu/programmes/horizon2020/

Industrial Leadership

Leadership in enabling and industrial

technologies: ICT; Nanotech,
Materials, Manufacturing and
Processing; Biotechnology; Space
Access to risk finance
Innovation in SMEs

Excellent Science
Frontier research (ERC)
Future and Emerging Technologies (FET)

Skills and career development (Marie Curie)

Research infrastructures

MARIE SKLODOWSKA CURIE ACTIONS

Some figures on Marie Curie | General

80 000 researchers
financed since creation
of MCA (1996)
> 18 000 host
organisations in 82
countries (46 Third
Countries)
9 400 projects funded (Jan
2014) in FP7 (4.4 billion)
2/3 of Shanghai top 500 list organisations
participated in 2011

Some figures on Marie Curie 2007-2013 | Luxembourg

8

4
3
2
1
UL

FNR

CRP Sant

2O successful

Goodyear SA CRP Gabriel Paul Wurth SA Recherches

Lippmann
Scientifiques
Luxembourg
asbl

participations

10,4 m
Overall EC
contribution

Success Story FSI-Harvest

Marie Sklodowska Curie Actions | Key features

Mobility of researchers
from all over the world

Bottom up
Financing rate 100%

For researchers at
every stage of their
career

Competitive calls
Independent experts

Focus on training and

career development of
researchers

817, 40 m in 2014
757,54 m in 2015

The People

The Programme

Early stage, experienced researchers, mobility rule

Early Stage Researcher
In the first 4 years (full-time equivalent research
experience*) of their career and not awarded a PhD at
the time of their (first) recruitment.

Experienced Researcher
At call deadline, be in possession of a doctoral degree
or have at least four years of full-time equivalent
research experience*.

Mobility rule
Researcher must 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 his/her (first) recruitment.
*Full-time equivalent research experience is measured from the date when a
researcher obtained the degree which would formally entitle him or her to
embark on a doctorate

Associated Countries (AC)

Same as FP7
Norway
Israel
Iceland
Turkey
Former Yugoslav Republic of Macedonia and Serbia Albania
and Montenegro
Bosnia & Herzegovina
Faroe Islands
Republic of Moldova
Changes since FP7
Croatia: New Member State (MS)
Liechtenstein: no more an AC
Switzerland: pending situation; at that time 1/3 countries (like
the US; Japan; Canada,)
Negotiations ongoing with Armenia + Ukraine

MSCA: four major instruments

ITN
Early-Stage
Researchers

IF
Experienced
Researchers

RISE
Exchange of
Staff

COFUND
Co-funding

Innovative networks supporting early-stage

training (Including Industrial doctorates & Joint
doctorates)
Individual fellowship supporting experienced
researchers undertaking mobility

International and inter-sector cooperation through

research and innovation staff exchange

Co-funding of regional, national and international

programmes funding doctoral and postdoctoral
researchers

ITN: INNOVATIVE TRAINING NETWORKS

Innovative Training Networks | COMMON features

Objective:
To train a new generation of early-stage researchers (ESRs) that
are creative and entrepreneurial

How it works:
International network of partners which recruit and host ESRs
based on joint research training/doctoral programme.
Training implemented through individual research projects within
the framework of the overall research topic.
Participation of the non-academic sector welcomed.

3 types of Sub-instruments
ITN
ETN

EID

EJD

ITN | the three instruments

ETN- European Training Network: Most general training programme
(+ biggest budget); no doctoral training necessary
Min. 3 beneficiaries from min. 3 MS/AC (but: 6-10 recommended), each
recruiting min. 1 ESR + as many partner organisation as desirable
EID - European Industrial Doctorate: Doctoral training in collaboration
with the non-academic sector
Min 2 beneficiaries in min 2 MS/AC (or additional beneficiaries if
multiple EID)
Min 1 beneficiary entitled to award doctoral degree + min 50% of time
spent in non-academic sector
EJD European Joint Doctorates: Promotes greater structural
cooperation between universities
Min 3 beneficiaries entitled to deliver doctoral degrees
Joint doctoral programmes (single diploma issued by min 2 higher
education institutions)

ITN | Funding
Researcher Unit Cost
Person/month

Institutional unit cost

Person/month

Living
allowance

Mobility
allowance

Family
allowance

3 110

600

500

For the Researcher

- EU contribution based on unit costs
expressed in person-months
- Mind the Country Correction Coefficient
(Specified in the Work Programme)

Research,
training and
networking
costs
1 800

Management
and indirect
costs
1 200

For the Hosting Institution

- fixed lump summ

http://ec.europa.eu/euraxess/

IF INDIVIDUAL FELLOWSHIPS

IF | Objectives

Objectives

Opportunities for developing new

knowledge, projects in or outside Europe,
resume a career, return to Europe

Eligibility
Experienced Researcher At time of
deadline, possess a PhD OR at least 4 years
FTE research experience (with or without
doctoral degree)
Any nationality

Transnational mobility (Cf mobility rule)

Enhance the creative and innovative

potential of experienced researchers (ER)
Beneficiary (host institution) located in
Member State (MS) or Associated Country
(AC)

IF | European Fellowships, Global Fellowships

European Fellowship (EF)
Coming from a Member State,
Associated Country, or Third Country
To a host organisation in MS/AC

12-24 months

Global Fellowship (GF)

Outgoing Phase secondment to partner
organisation in Third Country (TC) + return
period to host organisation (beneficiary) in
Member State (MS) or Associated
Country (AC)

12-24 months outgoing

+ 12 months return phase
(mandatory)

1
2

Partner organisations
Do not recruit the researcher
Do not sign Grant Agreement
Do not claim costs directly
Must provide letter of
commitment

IF | Funding
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

4 650

500

800

650

600

For the Researcher

- EU contribution based on unit costs
expressed in person-months
- Mind the Country Correction Coefficient
(for living allowance only!)

For the Hosting Institution

- fixed lump summ

IF | Typical Activities
Training-throughresearch

Training-through-research under the direct supervision of the

supervisor and other members of the scientific staff of the host
organisation by the means of an individual personalised action

Training on
scientific and
transferable skills

Hands-on training activities for developing scientific and

transferable skills: entrepreneurship, proposal preparation to
request funding, patent applications, management of IPR, action
management, task coordination, supervising and monitoring, take up
and exploitation of research results

Secondments

Other

Inter-sectoral or interdisciplinary transfer of knowledge (secondments)

Research and financial management of the action

Organisation of scientific/training/dissemination events
Communication, outreach activities and horizontal skills
Training dedicated to gender issues

RISE RESEARCH AND INNOVATION

STAFF EXCHANGE

RISE
What it does
promote international and inter-sector collaboration through
research and innovation staff exchanges
foster a shared culture of research and innovation

How it works
Support to secondments of staff of 1 to 12 months
Participants from 3 different countries, with at least 2
MS/AC
(However, if all participants are from the same sector (e.g.
academic), at least one must be from a Third Country)
Projects of max 4 years
No mobility rule required
But: Eligibility condition for staff member 6 month at the
sending institution prior to the first secondment

RISE | Funding
Staff member unit cost (per personmonth of secondment)

2000

For the Researcher

- EU contribution based on unit costs
expressed in person-months
- Mind the Country Correction
Coefficient (for living allowance only!)

Institutional unit cost

Person/month of secondment
Research, training
and networking
costs

Management
and indirect
costs

1800

700

For the Hosting Institution

- fixed lump summ

EVALUATION

Evaluation Criteria, Scores, and Weighting (an example)

Criterion

Score

Weight

Weighted Score

Excellence

50%

1,5

Impact

30%

1,2

Implementation

3,5

20%

0,7

Total score expressed out of 5

(threshold 3,5)

3,4

Total score expressed out of 100

(threshold 70%)

68

Call schedules and funding envelopes

Programme
ITN

IF

RISE

COFUND

Opens

Closes

Envelope

11/12/2013

09/04/2014

405,18 m

02/09/2014

13/01/2015

370 m

12/03/2014

11/09/2014

240,5 m

12/03/2015

10/09/2015

213 m

11/12/2013

24/04/2014

70 m

06/01/2015

28/04/2015

80 m

10/04/2014

02/10/2014

80 m

14/04/2015

01/10/2015

80 m

Download the iCalender file from the Participant portal for

an overview of all H2020 call deadlines in your Outlook
calendar

PROPOSAL CONTENT

Proposal Submission | PART A

Five Sections
1.General information: acronym,
proposal title, duration in months,
panel, abstract
2.Participants & contacts:
administrative data of participating
organisations, contact details
3.Budget: automatic calculation
based on unit costs
4.Ethics: human embryos, humans,
human cells, protection of personal
data, animals, non-EU countries,
environment protection, dual use,
misuse, other

Proposal Submission | PART B

Details of the proposed research and training programmes
Practical arrangements planned to implement them.
Structure proposal according to the Part B proposal template!
Word version downloadable from Electronic Submission Services
The Guide for Applicants explains each section in detail
List of participants
Start page count
1. Summary
2. Excellence
3. Impact
4. Implementation
Stop page count 30 pages (ITN), 10 pages (IF)
5. GANTT Chart (ITN) / References (RISE) /
CV of experienced researcher for IF)
6. Capacities of the participating organisations
7. Ethics Aspects
8. Letters of commitment of partner organisations

Contacts
Katharina Horst
National Contact Point for MSCA
T (+352) 43 62 63 1 (ext: 663)
katharina.horst@luxinnovation.lu
www.horizon2020.lu

Jean-Michel Ludwig
Head of European Funding
Programmes
National Contact Point for MSCA
T (+352) 43 62 63 1 (ext: 667)
Jean-michel.ludwig@luxinnovation.lu