Programas Europeos de Ciencia Excelente Doctorados y ... · 2018-2020 MSCA Calls: 2.871M€ / 6.162M€ H2020 I. Calls MSCA 2018/2020: 2.871,88M€ 5 Call ID Call Opens Call Deadline

Información práctica

Organiza: Financia :

María Moncada SaracibarOficina de Proyectos Europeos Universidad de Valladolid

Fundación General de la [email protected]

Programas Europeos de Ciencia ExcelenteDoctorados y Postdoc (MSCA ITN y RISE)

Formando a los líderes del futuro.

mailto:[email protected]

Contexto europeo ¿Qué tipo de MSCA es la mejor para mi? Novedades MSCA: 2018 MSCA criterios MSCA ITN 2018

(Descanso café) Proceso de Evaluación Cómo escribir una buena propuesta Lessons Learnt de anteriores ediciones

Marie Sklodowska-Curie Actions (MSCA) ITN y RISE 2018



Global Objetives Excellent Science Pillar – Horizon 2020 (6.162M€) Bottom-up approach Funding based on Unit Costs Support of the at all

stages Mobility is a key requirement: triple “i” dimension Adquisition of new and complementary skills Training Strong industry participation Excellent working conditions, gender balance and

open recruitment Emphasis on communication and public

engagement activities

3

I. MSCA Objectives

CHE Chemistry

SOC Social

Sciences and Humanities

ECO Economic Sciences

ENG Information Science and Engineering

ENV Environmental and

Geosciences

LIF Life

Sciences

MAT Mathematics

PHY Physics

Marie Sklodowska

Curie Actions (MSCA)

Training

Mobility Career

Excellent Science Pillar – Horizon 2020 (6,1M€)

Bottom-up approach

Funding based on Unit Costs

Support of the researchers´career path at all stages

Mobility is a key requirement: triple “i” dimension

Adquisition of new and complementary skills

Strong industry participation

Excellent working conditions, gender balance and open recruitment

Emphasis on communication and public engagement activities

EU CAREER TRACK

2-7 YEARS AFTER PhD(ER)

0-2 YEARS AFTER PhD

(ER)

7-12 YEARS AFTER PhD

(ER)

VERY EXPERIENCED RESEARCHER

S (ER)0 1 2 3 4 5 6 7 8 9 10 11 12

2-7 YEARS AFTER PhD

STARTING GRANT

7-12 YEARS AFTER PhD

CONSOLIDATOR GRANT

ADVANCED GRANT

10 YEARS TRACK RECORD



OPEUVAOficina de Proyectos Europeos Universidad de Valladolid

Fundación General de la UVaPlaza Santa Cruz 5, bajo,

47002- Valladolid

¿Qué tipo de MSCA es la más adecuada para mi?

Eligible researchers

¿Qué tipos de MSCA hay?

EF-RIEF-SEGF

¿Cuál de las MSCA es la mejor para mi?

BEFOREPhD<4 YEARS

EXPERIENCEDIN R&D(ESR)

2-7 YEARSAFTERPhD(ER)

0-2 YEARSAFTER PhD

(ER)

7-12 YEARSAFTER PhD

(ER)

VERYEXPERIENCEDRESEARCHERS

(ER)0 1 2 3 4 5 6 7 8 9 10 11 12

MARIE SKLODOWSKA CURIE ACTIONS

FET

2-7 YEARSAFTER PhD

STARTINGGRANT

7-12YEARSAFTER PhD

CONSOLIDATORGRANT

ERC

ADVANCEDGRANT

10 YEARSTRACKRECORD

Living allowance: for early-stage researchers (ITN): 39 240/year

¿Cuál de las MSCA es la mejor para mi?

BEFOREPhD<4 YEARS

EXPERIENCEDIN R&D(ESR)

2-7 YEARSAFTERPhD(ER)

0-2 YEARSAFTER PhD

(ER)

7-12 YEARSAFTER PhD

(ER)

VERYEXPERIENCEDRESEARCHERS

(ER)0 1 2 3 4 5 6 7 8 9 10 11 12

MARIE SKLODOWSKA CURIE ACTIONS

FET

2-7 YEARSAFTER PhD

STARTINGGRANT

7-12YEARSAFTER PhD

CONSOLIDATORGRANT

ERC

ADVANCEDGRANT

10 YEARSTRACKRECORD

¿Cuál de las MSCA es la mejor para ti?

Living allowance for experienced researchers (IF): 58 560 EUR/year




https://youtu.be/S-fDoxerKeA





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Novedades MSCA 2018

Novedades 2018

Update of Unit Costs: Living Allowances Update of Country Corrector Coefficient: ES

goes from 97,6 to 95,4 Revision of long-term residency rule for third-

country researchers (more flexible) Special needs allowance for disabled

researchers – as of Q1 2019 Budget increase notably for ITN and IF

6

I. News WP 2018-2020

GENERAL ASPECTS • Update of Unit Costs: Living Allowances

• Update of Country Corrector Coefficient: ES goes from 97,6 to 95,4

• Revision of long-term residency rule for third-country researchers (more flexible)

• Special needs allowance for disabled researchers – as of Q1 2019

• Budget increase notably for ITN and IF





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Marie Sklodowska Curie Actions:criterios

MSCA Individual Fellowships (IF)I. MSCA Individual Fellowships (IF)

8

Coming to / moving within Europe (12-24 months) For fellows from Europe going to Third countries and returning (12 to 24 TC + 12 months return to Europe)

NEWS WP 2018-2020 • Part-Time allowed • Flexible initial phase GF • CAR Panel: up to 3 years

Objective: Enhance the creative and innovative potential of experienced researchers by providing them with opportunities to acquire new knowledge, work on research projects in a European context or outside Europe

MSCA RISE (Research and Innovation Staff Exchange)

MSCA CoFUND





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MSCA ITN 2018

2018-2020 MSCA Calls: 2.871M€ / 6.162M€ H2020

I. Calls MSCA 2018/2020: 2.871,88M€

5

Call ID Call Opens Call Deadline Budget (Mio EUR)

H2020-MSCA-ITN-2018 H2020-MSCA-ITN-2019 H2020-MSCA-ITN-2020

12-10-2017

13-09-2018

12-10-2019

17-01-2018

15-01-2019

09-01-2020

442.00

470.00

525.00

H2020-MSCA-IF-2018 H2020-MSCA-IF-2019 H2020-MSCA-IF-2020

12-04-2018

11-04-2019

08-04-2020

12-09-2018

11-09-2019

09-11-2020

273.00

295.62

325.00

H2020-MSCA-RISE-2018 H2020-MSCA-RISE-2019 H2020-MSCA-RISE-2020

22-11-2018

04-12-2018

05-12-2019

21-03-2018

02-04-2019

07-04-2020

80.00

80.00

80.00

H2020-MSCA-COFUND-2018 H2020-MSCA-COFUND-2019 H2020-MSCA-COFUND-2020

12-04-2018

04-04-2019

08-04-2020

27-09-2018

26-09-2019

29-09-2020

80.00

90.00

100.00

H2020-MSCA-NIGHT-2018 H2020-MSCA-NIGHT-2020

07-11-2017

08-10-2019

14-02-2018

08-01-2020

12.00

08.00

MSCA ITN 2018

• Joint research training/ doctoral programmes implemented by partnerships of universities, research institutions, businesses, SMEs and other socio-economic actors from different countries across Europe (and beyond).

• Focus on scientific/ technological knowledge through research on individual/ personalised projects

• Exposure to non-academic sector

• Networking activities

• Transferable skills training e.g. communication, research management, IP, ethics, societal outreach, entrepreneurship

II. MSCA – ITN 2018: Objectives

Train a new generation of creative, entrepreneurial and innovative researchers, able to face current and future challenges and to convert knowledge and ideas into products and services for economic and social benefit. Raise the excellence and Structuring of European Doctoral Programmes

11

¿Cómo son los proyectos ITN?

II. MSCA – ITN 2018: Main characteristics

19

European Training Networks

(ETN)

European Industrial Doctorates

(EID)

European Joint Doctorates

(EJD)

• Duration of projects: maximum 4 years

• Recruitment of researchers: min. 3 months – max. 36 months

• ITN is not a research project, it is a research training programme

• Evaluation: Separate multidisciplinary panels for EID and EJD

• Consortium agreement compulsory for all modes

• Recruitment of researchers: min. 3 months – max. 36 months

¿Qué tiene que tener una ITN?Research and Hands on Training

• Seminars and workshop • Local PhD training • Summer School

Additional Training (Transferable Skills) • Finding funding possibilities// How to write a proposal • Project managemente // Financial issues • Knowledge Transfer: patents, IPR….// Entrepreneurship • Scientific Articles writing // Public Talks

And more

• Secondments, Collaboration • Communication and Public Engagement • Public Engagement • Final users collaboration

II. MSCA – ITN 2017: What is an ITN about?

24

Innovative doctoral training

Research Excellence Attractive institutional

environment Quality Assurance International Networking Interdisciplinary research

options Exposure to industry and

other employment sectors Transferable skills training

• http://ec.europa.eu/euraxess/pdf/research_policies/Principles_for_Innovative_Doctoral_Training.pdf• http://ec.europa.eu/euraxess/pdf/research_policies/SGHRM_IDTP_Report_Final.pdf

Excellence section in ITN 2018

Researcher DevelopmentFramework

Researcher DevelopmentFramework

Career Development Plan

ITN Key eligiblity

II. MSCA - ITN 2018: Key Concepts

13

• Research experience

• Mobility rule

Reseachers´

elegibility

• Implementation modes

Consortium

elegibility

MSCA- ITN- ETN

Academia Non-academia


Count ry 1

Count ry 2 Count ry 3




• Minimum 3 beneficiaries

• 3 countries (MS/AC)

• Each beneficiary must recruit and host at least one researcher at its premises

• Participation of non-academic sector considered essential

Max. 540 Re/ Mo for the network: 15 ESR

Secondments up to 30% of the researcher recruitment period

Joint supervision encouraged

Max. 40% of total budget to one country

II. MSCA – ITN 2018: ETN mode

Academia Non-

academia


(ETN)

20

NEWS 2018: For academic institutions not offering doctoral degrees, Universities should be included as P.O.



Count ry 1





• Minimum 3 beneficiaries

• 3 countries (MS/AC)

• Each beneficiary must recruit and host at least one researcher at its premises

• Participation of non-academic sector considered essential

Max. 540 Re/ Mo for the network: 15 ESR

Secondments up to 30% of the researcher recruitment period

Joint supervision encouraged


II. MSCA – ITN 2018: ETN mode

Academia Non-

academia


(ETN)

20

NEWS 2018: For academic institutions not offering doctoral degrees, Universities should be included as P.O.

MSCA- ITN-EJDMinim. 3 beneficiaries 3 MS/AC

All entitled to award doctoral degrees

Additional beneficiaries or partner organisations from any country, sector and discipline;

Participation of non-academic sector encouraged

Mandatory enrollment of ESRs in the joint doctoral programme

Mandatory provision of joint, double or multiple degrees

Max. 540 ESR/ Mo (15 ESR)

Joint governance structure, Consortium Agreement


II. MSCA- ITN 2018: EJD mode



Count ry 1


Academia

Academia

Academia

Academia Non-

academia


(EJD)

25

NEWS CALL 2018

Joint degree always within Europe or with European beneficiary (2/ 3 PhD recruited)

Template for Institutional commitment letters

Minim. 3 beneficiaries 3 MS/AC

All entitled to award doctoral degrees

Additional beneficiaries or partner organisations from any country, sector and discipline;

Participation of non-academic sector encouraged

Mandatory enrollment of ESRs in the joint doctoral programme

Mandatory provision of joint, double or multiple degrees

Max. 540 ESR/ Mo (15 ESR)

Joint governance structure, Consortium Agreement


II. MSCA- ITN 2018: EJD mode



Count ry 1


Academia

Academia

Academia

Academia Non-

academia


(EJD)

25

NEWS CALL 2018

Joint degree always within Europe or with

European beneficiary (2/ 3 PhD recruited)

Template for Institutional commitment letters

MSCA-ITN-EIDII. An EID example


European Industrial Doctorates

(EID)

24

ITN 2018: Aspectos generalesSECONDMENTS

ETN: Up to 30% of the recruitment period (max. 10,8 months) .

During secondments researchers keep their contracts with the sending institution, which also pays their travel and subsistence expenses NEW: 6 months or less = accommodation + travel to be paid by RTN Unit Cost, compulsory

Researchers receive supervision and training at the premises of the receiving beneficiary or partner organisation.

26

II. ITN 2018: horizontal issues

CONSORTIUM AGREEMENT

Compulsory in all modes, prior to G.A. The final C.A must be provided to REA as a management deliverable, within 2 months of the start of the project Private agreement between consortium members to agree on recruitment strategy, selection, supervision aspects, management of funds, IPR, etc. http://www.desca-2020.eu/ + LERU + KOWI

SECONDMENTS ETN: Up to 30% of the recruitment period (max. 10,8 months) .

During secondments researchers keep their contracts with the sending institution, which also pays their travel and subsistence expenses NEW: 6 months or less = accommodation + travel to be paid by RTN Unit Cost, compulsory

Researchers receive supervision and training at the premises of the receiving beneficiary or partner organisation.

26

II. ITN 2018: horizontal issues

CONSORTIUM AGREEMENT

Compulsory in all modes, prior to G.A. The final C.A must be provided to REA as a management deliverable, within 2 months of the start of the project Private agreement between consortium members to agree on recruitment strategy, selection, supervision aspects, management of funds, IPR, etc. http://www.desca-2020.eu/ + LERU + KOWI

Financiación ITN 2018

MSCA

RESEARCHER UNIT COST

[PERSON/ MONTH]

INSTITUTIONAL UNIT COST

[PERSON/ MONTH]

Living allowance*

Mobility allowance

Family allowance

Research, training and networking costs

Management and overheads

ITN 3.270 600 500 1.800 1.200

RESEARCHER UNIT COST Living Allowance: • Country coefficient correction applies. NEW: ES: 95,4% • Gross EU contribution (then reduction of taxes, Social

Security, company taxes…) Family Allowance: determined at the recruitment date

INSTITUCIONAL UNIT COST Research, training and networking costs: • purchase of materials, meetings, travel to

workshops, organisation of training courses, secondments, fees…

Management and overheads: • Indirect costs to be used by institution • Posible redistribution between members

27

II. MSCA ITN 2018: financing

Overview TableII. MSCA – ITN 2017: Overview table

32





47002- Valladolid

Cómo formar el mejor partenariado:• Perfil por complementariedad• Perfil por tipo de participación• Perfil por actividad

(académico/no)• Perfil por País

Beneficiario vs Partner Organization

II. ITN Consortia: Beneficiaries vs. Partner Organisations

16

Beneficiary

• Signs of the Grant Agreement with the EC • Receives funds directly from the EC • Recruits researchers • Hosts researchers in their premises / offer

secondments, training activities • Participates in the Supervisory Board

Partner Organisation

• No contractual link with EC, no EC funds • No recruitment of researchers • Hosts researchers in their premises / offer

secondments, training activities, Knowledge transfer…

• Participates in the Supervisory Board

All Modes ITN: Partner Organisations need to include a Letter of Commitment (section 7 – Template B) European Joint Doctorates (EJD): Beneficiaries Letter of Commitment template (annex 6)

ACADEMIC SECTOR

• public or private High Education Institutions (HEI) awarding academic degrees

• public or private non-profit research organisations whose principal mission is research

• International European interest organisations (IEIOs) http://eiroforum.org/

NON –ACADEMIC SECTOR

any other socio-economic actor not included in the academic sector definition (i.e: SMEs, enterprises, NGOs, hospitals, government bodies, museums…)

17

II. ITN Consortia: 2 different Sectors Perfiles de los Socios

Perfil de los socios por Países

II. ITN Consortia: Country participation

* Iceland, Norway, Albania, Bosnia and Herzegovina, Former Yugoslav Republic of Macedonia, Montenegro, Serbia, Turkey, Israel, Moldova, Switzerland, Faroe Islands, Ukraine, Tunisia, Georgia, Armenia (as of November 2016)

18

28 Member States (MS) + ultraperiferic territories

16 Associated Countries to H2020 (AC) *

Eligible to participate and receive funds

Third Countries: Not MS / Not AC

A. Eligible to receive funding: established in Annex A WP B. Countries not eligible for EU funding How does it work in ITN: • Once minimun requirements, TC as beneficiaries (A) • But tipically, TC are Partner Organisations (A – B) • TC not eligible for funding (B) can only participate as P.O





47002- Valladolid

Proceso de Evaluación MSCA ITN 2018

Proceso de Evaluación 2018

Call ID Opens Closes Budget

H2020-MSCA-ITN-2018 12-10-2017 17-01-2018 ETN: 375.00 EID: 32.00 EJD: 35.00

Call ITN 2018: 442.00M€

4

I. Timing MSCA – ITN 2018

Publication 12/10/2017

Closing 17/01/2018

Proposals evaluation

March 2018

Evaluation Results

June 2018

GA signature

September 2018

Timetable for the H2020-MSCA-ITN-2018 Call (8 months TTG)



Call ITN 2018: 442.00M€

4

I. Timing MSCA – ITN 2018


Closing 17/01/2018


March 2018

Evaluation Results

June 2018

GA signature

September 2018




Call ITN 2018: 442.00M€

30

II. Timing and evaluation MSCA – ITN 2018


Closing 17/01/2018


March 2018

Evaluation Results

June 2018

GA signature

September 2018


Criteria W eight Priority

( ex.aequo)

Excellence 50% 1

Impact 30% 2

Implementation 20% 3

Evaluation Criteria

Overall Threshold 70% No individual overall

Ratio de Éxito 2016/2017

29

II. S

ucce

ss R

ates

201

6/20

17

Nota de corte ITN 2015-2017

31

II. ITN Cut-off notes and number of funded projects

ITN 2015 ITN 2016 ITN 2017

CHE 93,4 (9) 94 (9) 94,8 (12)

ECO 92,4 (1) 98,8 (1) 91,4 (1)

ENG 94,4 (24) 93 (25) 94,4 (28)

ENV 92,8 (11) 95,4 (9) 95,6 (12)

LIF 95,2 (24) 93,8 (26) 95,2 (28)

MAT 88,4 (1) 85,4 (1) 94,2 (1)

PHY 95,2 (6) 93,6 (6) 96,2 (7)

SOC 95,2 (7) 97,4 (8) 97,4 (9)

EJD 92,6 (8) 94 (8) 92,8 (9)

EID 92 (15) 92 (16) 91,4 (20)

Proceso de Evaluación en remotoI. MSCA: Evaluation Process

5

FULL REMOTE EVALUATION • 3 evaluators per proposal; • 2 Vice-Chairs (VCs) of which 1 is

rapporteur, and 1 cross-reader; • SEP Hands-on Training for VCs; • Improved briefing for experts:

web-briefing (unconscious bias added), Q&A chat sessions, evaluators guide, SEP guidance movie;

• SEP workflow and functionalities adjusted to ease the remote consensus discussion;

• Minority views: Specific slots for teleconferences will be foreseen in order to solve critical cases remotely, before the central phase.

Scoring Propousal

Full scoring scale consistent with the comments

6

I. Evaluation: Scoring the proposal

6

ITN 2018: Evaluation Panels

Documentación para preparar la propuesta

ADMINISTRATIVE FORMS

FORM A FORM B

TECHNICAL PROPOSAL: 2 DOCUMENTS

Form Title

Section 1 General information on the proposal

Section 2 Data from the participating institutions

Section 3 Budget

Section 4 Ethical aspects

Section 5 Information on Partner Organisations

1. Excellence 2. Impact 3. Implementation

Page limit: 30 No limit per section

DOCUMENT 1

DOCUMENT 2

4. Gantt Chart 5. Capacities of the Participating Organisations (tables) 6. Ethical Aspects 7. Letters of Commitment

Submission S tructure

MSCA-ITN-2017

Evaluation Criteria

• Overall Threshold 70%

• No individual overall

Criteria W eight Priority

( ex.aequo)

Excellence 50% 1

Impact 30% 2

Implementation 20% 3

II. MSCA – ITN 2018: Evaluation

9

DOCUMENT 1 ( 34 pages total)

Start Page (1 page) Table of Contents (1 page) List of participants (2 pages) 1. Excellence 2. Impact 3. Implementation

Page limit: 30 No limit per section

DOCUMENT 2

4. Gantt Chart 5. Capacities of the Participating Organisations (tables) 6. Ethical Aspects 7. Letters of Commitment

Technical Proposal (Part B)

Part A (Administrative Part ) Technical Proposal (Part B)

Algunos consejos para una propuesta ganadora

Read the Call Documents:

Work Programme, Guide for Applicants, Horizontal Issues: Gender / Ethic Issues, etc, FAQ

Use the official template:

Respond to all criteria and sub-criteria

“A picture is worth a thousand words”: use visuals to provide global information at a glance.

Ensure coloured diagrams are readable when printed

Be aware of all criteria weight, it is not all about Excellence!

Ask for support:

European Projects Offices / Transfer of Technology Offices / HR Departments …

National Contact Points

Do not leave it for the last minute!

Get familiar with the Participants´Portal

Upload a version, you will be able to rewrite it.

II. General tips to submit a good proposal

33

Part B: Excellence1.1 Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary, intersectoral and, where appropriate, gender aspects)

13

Are gender aspects relevant for the research topic?

‡ If yes: are these aspects stated clearly?

Check: Is the role of the non-academic

partner for the training well described?

Check for three general training aspects: 1) Scientific training - "through research" --

> the sub project of the ESR 2) Additional scientific training, including

those in the network 3) Training in soft, transferable or

complementary skills

Can you easily identify

interdisciplinary & intersectoral

aspects?

If appropriate: Are gender aspects part of

the training programme?

Is the relevance of the research topic stated

clearly? Check if the link between the individual ESR projects and the

overall research programme is made

clear

Diving in Part B… Meet the Evaluation Criteria

CRITERIA 1 "Excellence" (Chapter 1)

1.1 Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary, intersectoral and, where appropriate, gender aspects)

1.2 Quality and innovative aspects of the training programme (including transferable skills, inter/multidisciplinary, intersectoral and, where appropriate, gender aspects)

For Chapter 1 – 3 in general: Check if the “triple-i-dimension" is easy to

identify in the presentation of the research and training

programme: is it interdisciplinary –

intersectoral?

13

Are gender aspects relevant for the research topic?

‡ If yes: are these aspects stated clearly?

Check: Is the role of the non-academic

partner for the training well described?

Check for three general training aspects: 1) Scientific training - "through research" --

> the sub project of the ESR 2) Additional scientific training, including

those in the network 3) Training in soft, transferable or

complementary skills

Can you easily identify

interdisciplinary & intersectoral

aspects?

If appropriate: Are gender aspects part of

the training programme?

Is the relevance of the research topic stated

clearly? Check if the link between the individual ESR projects and the

overall research programme is made

clear

Diving in Part B… Meet the Evaluation Criteria

CRITERIA 1 "Excellence" (Chapter 1)

1.1 Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary, intersectoral and, where appropriate, gender aspects)


For Chapter 1 – 3 in general: Check if the “triple-i-dimension" is easy to

identify in the presentation of the research and training

programme: is it interdisciplinary –

intersectoral?


15

II. Excellence section (ITN 2018): what goes under 1.2.


RRI and gender aspects in 1.2 sectionII. MSCA ITN 2018: RRI aspects

Engagement

Science Education Ethics

Open Access

Gender Equality

16

1.3 Quality of Supervision (qualification and supervision experience, joint supervision arrangements)

1.4 Quality of the proposed interaction between the participating organisations

This chapter should read well together with

partner information in chapter 5

Check that a) qualification of the supervisors and b) their

experience in supervision is clearly stated.

Check if the exposure of the ESRs to different research

environments is well described.

Check the explanation:

Can you easily identify the contribution of all participating

organisations to the research/ training programme?

Are all organisations included and

represented adequately?

Tip: Sometimes tables or figures for illustration can be helpful

Is it clear that all organisations are qualified for the tasks they are

assigned for?

Are the synergies easy to identify?



Good to have „Supervisor teams“, also for ETNs ‡ e.g. one from each

sector (A/N-A) This chapter should read well together with

partner information in chapter 5

Check that a) qualification of the supervisors and b) their

experience in supervision is clearly stated.

Check if the exposure of the ESRs to different research

environments is well described.

Check the explanation:

Can you easily identify the contribution of all participating

organisations to the research/ training programme?

Are all organisations included and

represented adequately?

Tip: Sometimes tables or figures for illustration can be helpful

Is it clear that all organisations are qualified for the tasks they are

assigned for?

Are the synergies easy to identify?



Good to have „Supervisor teams“, also for ETNs ‡ e.g. one from each

sector (A/N-A)

Impact: part B: three different levels

19

II. Impact section (ITN 2018) DOCUMENT 1

• Increased set of skills (research-related and transferable ones), leading to improved employability and career prospects both in and outside academia

• Increase in higher impact R&I output and more knowledge and ideas converted into products and services

RESEARCHER LEVEL

• Enhanced cooperation and better transfer of knowledge between sectors and disciplines

• Improvement in the quality of training programmes and supervision arrangements

• Increased internationalisation of participating organisations

ORGANISATION LEVEL

• Increase in international, interdisciplinary and intersectoral mobility of researchers in Europe

• Increase in Europe´s attractiveness as a leading research destination, accompanied by a rise in the number of talented researchers attracted and retained from abroad

• More structured and innovative doctoral training, enhanced implementation of the European Charter and Code and the EU Principles for Innovative Doctoral Training

SYSTEM LEVEL

Part B: Impact2.1 Enhancing the career perspectives and employability of researchers and contribution to their skills development

2.2 Contribution to structuring doctoral / early-stage research training at the European level and to strengthening European innovation capacity, including the potential for: •Contribution of the non-academic sector to the doctoral / research training, as appropriate to the implementation mode (ETN/EJD/EID) and research field • Contribution to developing sustainable joint doctoral degree structures (for EJD only)

2.3 Quality of the proposed measures to exploit and disseminate the project results •− Dissemination of the research results •− Exploitation of results and intellectual property

Check for clear division between target groups, methods and tools for

communication and outreach?

Check: Are there concrete

plans in the tables?

Check if there are exploitation and

dissemination strategies -What will happen with the results? What would be the next step? To whom can it

be useful?

Check: is there communication

and public engagement

strategy in place?

2.3 Quality of the proposed measures to exploit and disseminate the project results

− Dissemination of the research results − Exploitation of results and intellectual property

2.4 Quality of the proposed measures to communicate the project activities to different target audiences

− Communication and public engagement strategy of the project

Check if there are concrete plans for dissemination and exploitation and the tables?

Check how Open Access will be implemented?

Check for short description of background and IP results?

Include a plan for IP and exploitation as a deliverable at

the beginning of the project. Mention that details will be

part of the CA

Check if Open Research Data will be implemented?

(if applicable)

For chapter 2.3 and 2.4: remember the statement

on dissemination, exploitation and

communication from Charter & Code.







be useful?



strategy in place?

2.3 Quality of the proposed measures to exploit and disseminate the

project results









part of the CA


(if applicable)




II. MSCA ITN 2018: sections 2.3 / 2.4 - RRI aspects

Engagement

Science Education Ethics Open

Access Gender Equality

22 23

Communication Dissemination

About the project and results Communication requires a clear and accessible language

About results only

Multiple audiences beyond the project's own community (include the media and the public) Possible Activities: Marie Sklodowska Curie Ambassadors, Workshop Days, Open Doors, Public Talks, articles, E-newsletters, multimedia releases, European Researchers´ Night, EC Events, conferences, Marie Curie Alumni Assocation (MCAA), MSCA “Fellow of the Week” on Facebook

Audiences that may use the results in their own work e.g. peers (scientific or the project's own community), industry and other commercial actors, professional organisations, policymakers

Inform and reach out to society, show the benefits of research

Enable use and uptake of results OPEN ACCESS and OPEN DATA Outline plans to exploit any IP arising from the programme

Grant Agreement art. 38.1

Grant Agreement art. 29

Starts at the outset of the project When results are available

II. Impact section (ITN 2018): what goes under 2.3/2.4.









be useful?



strategy in place?

2.3 Quality of the proposed measures to exploit and disseminate the

project results









part of the CA


(if applicable)




II. MSCA ITN 2018: sections 2.3 / 2.4 - RRI aspects

Engagement

Science Education Ethics Open

Access Gender Equality

22

23

Communication Dissemination

About the project and results Communication requires a clear and accessible language

About results only

Multiple audiences beyond the project's own community (include the media and the public) Possible Activities: Marie Sklodowska Curie Ambassadors, Workshop Days, Open Doors, Public Talks, articles, E-newsletters, multimedia releases, European Researchers´ Night, EC Events, conferences, Marie Curie Alumni Assocation (MCAA), MSCA “Fellow of the Week” on Facebook

Audiences that may use the results in their own work e.g. peers (scientific or the project's own community), industry and other commercial actors, professional organisations, policymakers

Inform and reach out to society, show the benefits of research

Enable use and uptake of results OPEN ACCESS and OPEN DATA Outline plans to exploit any IP arising from the programme

Grant Agreement art. 38.1

Grant Agreement art. 29

Starts at the outset of the project When results are available

II. Impact section (ITN 2018): what goes under 2.3/2.4.

Part B: Implementation3.1 Coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources (including awarding of doctoral degrees for EID and EJD)

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Wording/ numbering etc. should match easily the description

from previous chapters. Check if this is coherent.

The network organization

should fit to the project, but

„better keep it simple“!

Check: Are all project participants (beneficiaries AND partner

organisations) must be represented in the Supervisory Board

Tip: It is good to include an representative of the ESRs

Check recruitment procedure especially Recruitment related:

− Job posting (Euraxess mandatory)

− Open, merit based − Selection of the ESRs − Decision making − Equal opportunities

(gender, nationality, religion…)

− etc.

Even though not necessary for the proposal, but might be relevant to

some countries due to doctoral study regulations: how can a 4th year (if applicable) be financed?

Tip: It can help to use charts etc. to explain in detail for example the

flow of documents, the decision making process, the selection

process, the consortium structure etc.

If charts etc. are used: check if these are embedded in the text.

CRITERIA 3 “Implementation” (Chapter 3)

3.1 Coherence and effectiveness of the work plan, including appropriateness of the allocation of tasks and resources (including awarding of doctoral degrees for EID and EJD)

3.2 Appropriateness of the management structure and procedures, including quality management and risk management (with a mandatory joint governing structure for EID and EJD)

− Network organisation and management structure, including financial management strategy, strategy for dealing with scientific misconduct

− Joint governing structure (mandatory for EID and EJD actions) − EJD: joint admission, selection, supervision, monitoring and assessment procedures − Supervisory board − Recruitment Strategy − Progress monitoring − Risk management at Consortium level − Intellectual Property rights − Gender aspects (Recruitment, decision-making within the action − Data-management plan, if applicable


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− etc.












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− etc.












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− etc.












Ejemplo de una estructura de gestión típica

Supervisory Board External Advisory

Group

ESR Committee

Project Management

Team

Training Committee

Dissemination & Outreach

Committee

Research Coordination Committee

IP & Exploitation Committee

II. Implementation section (ITN 2018)

Example of a Management Structure

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HRS4R: en la UVa, HR in ExcellenceII. Horizontal Issues: HR Excellence in Research

2 Key Documents: “Charter and Code”

• European Charter for Researchers

• The Code of Conduct for the Recruitment of Researchers

http://ec.europa.eu/euraxess/pdf/brochure_rights/eur_21620_es-en.pdf

HR Excellence in Research (HRS4R)

• Have the organisations implemented it? In the process of obtaining the HR Excellence in Research? Explain it.

• Use the OTM-R toolkit!

http://ec.europa.eu/euraxess/index.cfm/rights/strategy4Researcher

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The UVa is working on its HRS4R More information:http://hrs4r.uva.es/

3.3 Appropriateness of the infrastructure of the participating organisations Explain the appropriateness of the infrastructure of each participating organisation, as outlined in Section 5 (Participating Organisations), in light of the tasks allocated to them in the action.

Check if the necessary INFRASTRUCTURE is described

in relation to the TASKS

Check the COMPLEMENTARITY of competences and experiences in

participating organisations

‡ It should be convincing that selected institutions complement eachother and that they are committed to achieve the

objectives.

3.3 Appropriateness of the infrastructure of the participating organisations

Explain the appropriateness of the infrastructure of each participating organisation, as outlined in Section 5 (Participating Organisations), in light of the tasks allocated to them in the action.

3.4 Competences, experience and complementarity of the participating organisations and their

commitment to the programme

Chapter 4 – 6 „Varia“

® Chapter 4: Gantt chart: check if the 30%-Secondment rule is respected ® Chapter 5: Is information provided about the extent of involvement in the action

(percentage of full-time employment per person/beneficiary) ® Chapter 6: If ethical issues ‡ needs to be cross-referenced and matching with

information part A

3.4 Competences, experience and complementarity of the participating organisations and their commitment to the programme

Check if the necessary INFRASTRUCTURE is described

in relation to the TASKS

Check the COMPLEMENTARITY of competences and experiences in

participating organisations

‡ It should be convincing that selected institutions complement eachother and that they are committed to achieve the

objectives.

3.3 Appropriateness of the infrastructure of the participating organisations

Explain the appropriateness of the infrastructure of each participating organisation, as outlined in Section 5 (Participating Organisations), in light of the tasks allocated to them in the action.

3.4 Competences, experience and complementarity of the participating organisations and their commitment to the programme

Chapter 4 – 6 „Varia“

® Chapter 4: Gantt chart: check if the 30%-Secondment rule is respected ® Chapter 5: Is information provided about the extent of involvement in the action

(percentage of full-time employment per person/beneficiary) ® Chapter 6: If ethical issues ‡ needs to be cross-referenced and matching with

information part A

FORM B: Document 2:

Gantt chart: check if the 30% Secondment rule is respected

Capacities of PO: Is information provided about the extent to involvement in the action (percentage of full-time employment per person/beneficiary)

Ethical Aspects: If ethical issues needs to be cross-referenced and matching with information part A

Letters of Commitment

Form B: Ethical AspectsAll proposals will undergo an ethics review

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• Human Embryos / Foetuses • Humans • Human Cells / Tissues • Protection of Personal Data • Animals • Third Countries • Environmental Protection and safety • Dual Use • Misuse • Other Ethics Issues

Participants have to:

• Identify all potential ethical aspects

• Explain their future management

• Give a detailed explanation at proposal stage

Description on Ethics:

• Ethic Issues Table en part A

• Ethics Self-Assessment en part B

II. MSCA – ITN 2018: Document 2 - Ethical Aspects

Participant Portal H2020 Ethics section: http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/ethics_en.htm Ethics issues table-Checklist: http://ec.europa.eu/research/participants/portal/doc/call/h2020/h2020-msca-itn-2014/1597698-itn_2014_-_ethics_issues_checklist_en.pdf Ethics Guidance http://ec.europa.eu/research/participants/portal/doc/call/h2020/h2020-msca-itn-2015/1620147-h2020_-_guidance_ethics_self_assess_en.pdf

Ethics All proposals will undergo an ethics review

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• Human Embryos / Foetuses • Humans • Human Cells / Tissues • Protection of Personal Data • Animals • Third Countries • Environmental Protection and safety • Dual Use • Misuse • Other Ethics Issues

Participants have to:

• Identify all potential ethical aspects

• Explain their future management

• Give a detailed explanation at proposal stage

Description on Ethics:

• Ethic Issues Table en part A

• Ethics Self-Assessment en part B

II. MSCA – ITN 2018: Document 2 - Ethical Aspects

Participant Portal H2020 Ethics section: http://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/ethics_en.htm Ethics issues table-Checklist: http://ec.europa.eu/research/participants/portal/doc/call/h2020/h2020-msca-itn-2014/1597698-itn_2014_-_ethics_issues_checklist_en.pdf Ethics Guidance http://ec.europa.eu/research/participants/portal/doc/call/h2020/h2020-msca-itn-2015/1620147-h2020_-_guidance_ethics_self_assess_en.pdf

Ethics

Lesson Learnt: Excellence (50%)• The proposed methodologies are not always well specified and most methodological details

regarding XXX are missing. • Innovation is minimal in the research programme, which is mainly concerning reviewing and applying

existing modelling techniques. References to literature are very limited: state-of-the-art is not supported by evidences.

• Overall description of the training program is not sufficiently detailed and not convincing; schedule, content, and contributors to the various training sessions are minimally described

• The scientific content of the three proposed summer schools is not provided. In particular, no course in XXX is proposed ,although it is a key aspect of the research.

• The supervision arrangements are not described with sufficient detail. The skills and background of the supervisory team is not sufficiently specified. The training experience of the supervisors is insufficiently detailed.

III. Excellence Section: Evaluation Summary Reports 2017

• The proposal presents an innovative research project that focuses on a fundamental issue of increasing relevance in Europe and with clear potential for development.

• The research programme is based on a previous market research that reinforces the credibility of the proposal.

• Gender issues are a central element of the research programme and are adequately included in the proposal.

• The training plan covers international and multidisciplinary approach and offers a well balanced combination of common and specific courses for ESRs to integrate results while offering specific expertise for each of them.

• Commitment of the partners to the programme is strongly demonstrated. Roles and planned interactions are very clearly defined for each academic and non-academic partner. All participants are strongly involved at both individual and network-wide level in the research and training programs.

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Lesson Learnt: impact (30%)• The rather limited contribution of the non-academic sector to the training program fails to provide a

blend of transferable skills that will significantly improve the ESR employability in the non-academic sector.

• The proposal is not convincing enough on the contribution of the programme to structuring doctoral/early-stage research training at the European level and to strengthening European innovation capacity. The contribution to structuring doctoral/early-stage research training at European level remains limited to a series of citation of major EU policies the research and training program will address.

• The proposal fails to convincingly highlight the innovative and specific added value of this particular ETN towards better structuring European doctoral training, beyond conventional transnational collaborations.

• The proposed outreach activities are described in insufficient detail. They lack originality and interest for wide audiences.

• Measures for scientific dissemination of results are standard and their description is not sufficiently detailed, lacking indication of specific scientific meetings and journals that will be targeted.

• The proposal does not sufficiently analyze job potential related to the research field

III. Impact Section: Evaluation Summary Reports 2017

• The proposed measures to exploit and disseminate the project results are adequate. The planned blog will trigger useful discussions among the ESRs.

• The consortium will strengthen both the academic and industrial European leadership in XXXX with a high potential for direct as well as longer term valorisation opportunities, thus strengthening European innovation capacity.

• The quality of the proposed measures to communicate the project activities to different target audiences is very good and adequate.

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Lesson Learnt: implementation (20%)

• Risk management aspects related to potential disputes, human resources issues, and/or handling of potential scientific misconduct are not sufficiently addressed. Scientific risks related to the experimental plan and relative to each ESR are not properly considered.

• The deliverables of the individual ESRs projects are not sufficiently identified and the late time of some secondments may reduce the efficiency of their goals.

• The non-academic partners appear to play a minor role in the program. For instance, the role of partner XXX appears only once, and marginally, in the project of ESR2. As another example, the role of XXX, and the impact of the program in such a large company, is unconvincingly developed.

• The Supervisory Board will be in charge of basically all management procedures related to research, training and possibly communication. No dedicated committees are clearly defined.

• The description of the Work Packages is vague. Expected results and progress indicators for WPs are vaguely discussed and the beneficiaries involved in the research WPs are not clearly allocated to the specific tasks.

• It is not sufficiently elaborated how the joint degree structure EJD) would be expanded beyond in this project.

III. Implementation Section: Evaluation Summary Reports 2017

• All project activities are appropriately considered in the timeline of the Gantt chart.

• The management structures and procedures, including quality management are appropriate to implement the project. Composition, roles and responsibilities of the project participants are clearly outlined.

• The recruitment strategy and selection procedures are sufficiently explained. The recruitment will be conform to principles of the "Code of Conduct for the Recruitment of Researchers" considering gender balance and equality.

• The competences, experience and complementarity of the participating organisations are excellent. • The EJD-project and its training section are well grounded on a previous Erasmus-project

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USEFUL LINKS•Research and Innovation Participants Portal : http://ec.europa.eu/research/participants/portal/desktop/en/home.html •Web and Blog Marie Curie Sklodowska-Curie Actions: http://mariecurieactions.blogspot.com.es/ - http://www.madrimasd.org/blogs/msca •European Charter & Code: http://ec.europa.eu/euraxess/pdf/brochure_rights/eur_21620_es-en.pdf •Human Resource Strategy for Researchers at UVa•http://hrs4r.uva.es/ •EURAXESS Spain: http://www.euraxess.es/ •Oficina Europea MINECO/FECYT: http://eshorizonte2020.es

MSCA Support at UVa

MSCA support in Spain

USEFUL LINKS • Research and Innovation Participants´Portal : http://ec.europa.eu/research/participants/portal/desktop/en/home.html • Web and Blog Marie Curie Sklodowska-Curie Actions: http://mariecurieactions.blogspot.com.es/ - http://www.madrimasd.org/blogs/msca

• European Charter & Code: http://ec.europa.eu/euraxess/pdf/brochure_rights/eur_21620_es-en.pdf

• EURAXESS Spain: http://www.euraxess.es/

• Oficina Europea MINECO/FECYT: http://eshorizonte2020.es

Cristina Gómez

[email protected]

Oficina Europea MINECO / FECYT

Jesús Rojo

[email protected]

Fundación para el Conocimiento Madri+d

National Contact Points MSCA

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María Moncada SaracibarOficina de Proyectos Europeos Universidad de Valladolid

Fundación General de la [email protected]

Programas Europeos de Ciencia ExcelenteDoctorados y Postdoc (MSCA ITN y RISE)

Formando a los líderes del futuro.