Marie Sklodowska Curie Action Individual Fellowships structure, eligibility and participation rules - Alessia D'Orazio - Indico

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Marie Sklodowska Curie Action Individual Fellowships structure, eligibility and participation rules - Alessia D'Orazio - Indico
Marie Sklodowska Curie Action
           Individual Fellowships
structure, eligibility and participation rules

                Alessia D’Orazio
   Head of EU/International Pre-Award Projects Sector
                External Funds Division

Marie Skłodowska Curie Action Day @ GSSI, July 2nd, 2020
Marie Sklodowska Curie Action Individual Fellowships structure, eligibility and participation rules - Alessia D'Orazio - Indico
Marie Sklodowska Curie Actions

Horizon 2020 Pillars
                                    Marie Sklodowska Curie Actions
                                                 (MSCA)
                                   main EU programme for training and
                                     career development through
                                        mobility for researchers.

                                             Objectives
                             Ensure optimum development and dynamic
                              use of EU’s intellectual capital in order to
                             generate new skills, knowledge and
                                             innovation

            http://ec.europa.eu/research/mariecurieactions/
                                     2
Marie Sklodowska Curie Action Individual Fellowships structure, eligibility and participation rules - Alessia D'Orazio - Indico
MSCA key features

        3
Marie Sklodowska Curie Action Individual Fellowships structure, eligibility and participation rules - Alessia D'Orazio - Indico
Individual Fellowship
Objectives
  Increase the creativity and innovative potential researchers
  from any discipline and nationality, emphasising mobility
  Provide opportunities to acquire new knowledge by working on
  research projects in a European context and outside Europe
  (training through research)
Scope
  Individual and transnational fellowship awarded to the best
  and most promising researchers
  Focused on career development

Expected Impact
  Extracting the full potential from researchers and achieve a
  significant development in their careers in both academic and
  non-academic sector
                              4
IF: main actors
                Researcher
                Supervisor: scientist appointed at the beneficiary to
                supervise the researcher throughout the whole duration of the
                action. Supervisor can be involved in more than one proposal

Host Institution (Beneficiary)
  must be located in a Member State (MS) or Associated
  Country(AC)
  recruits, hosts, and trains the researcher
  sign the Grant Agreement with EC and receives funding from
  EU
Partner Organisation
   doesn’t recruit the researcher
   contribute to implementation of the action (host secondment and training)
   do not sign the Grant Agreement with EC and cannot directly claim any cost
                                     5
IF: Eligibility conditions
https://ec.europa.eu/research/participants/data/ref/h2020/other/guides_for_applicants/h2020-guide-appl-msca-if-2018-20_en.pdf

                  Canditates must be Experienced Researcher (ER)
            ER must be in possession of a doctoral degree or have at
            l e a s t 4 ye a r s o f f u l l - t i m e e q u i va l e n t r e s e a r c h
            experience** at the time of the call deadline
    **measured from the date when a researcher obtained the degree entitling him/her to embark on a doctorate

       full-time equivalent research experience: PhD does not fully count as "full-time equivalent" research
       experience. Since Phd Programmes are meant to cover research training, and not only research by
       itself, the years you spent in the PhD Programme will be counted as “less than 100% research
       activities”. Ask to your university to quote FTE research experience of your PhD.

           Comply with a mobility rule: candidates must not have lived and/
           or worked in the country of an Institution for a certain period of time
           Special eligibility conditions for those resuming a career or returning to EU

              Any Experienced Researcher may submit only one proposal
                                                             6
Different types of IF

                 European                                                               Global
                Fellowships                                                           Fellowships

  For ER coming to or moving                                    For ER from EU going to Third
           within EU                                              country & returning to EU

Standard EU Fellowship (ST) Career Restart Panel(CAR)                              8 scientific areas panel
   8 scientific areas panel  1 multidisciplinary panel
                                                                •
                                                                    Chemistry (CHE)
                                                                                                  •   Life Sciences (LIF)
                                                                •
                                                                    Economic Sciences (ECO)
Reintegration Panel (RI)    Society&Enterprise Panel (SE)                                         •   Mathematics (MAT)
                                                                •   Environment and Geosciences
                                                                                                  •   Physics (PHY)
1 multidisciplinary panel     1 multidisciplinary panel             (ENV)                         •   Social Sciences and
                                                                •   Information Science and
                                                                                                      Humanities (SOC)
                                                                    Engineering (ENG)
                                                            7
Individual Fellowships : duration
   Individual Fellowships               Duration

                Standard

               Reintegration
                                     12 - 24 months
   European     Society &
                Enterprise

                  Career
                  Restart
                                     12 - 36 months

                                     24 - 36 months
                  Global        outgoing phase between 12 – 24
     Global     Fellowship     months followed by a mandatory
                                     12-month return phase

                                 8
European
Fellowships

    9
European Fellowships - Mobility rule

                                            European
                                           Fellowships
Standard EU Fellowship (ST) Career Restart Panel(CAR) Reintegration Panel (RI) Society&Enterprise Panel (SE)
   8 scientific areas panel  1 multidisciplinary panel 1 multidisciplinary panel 1 multidisciplinary panel

                                    For EF-ST panel ER must not have resided or
      Mobility                   carried out his/her main activity (work, studies, etc.)
         rule                    in the country of the beneficiary (host organisation)
     (eligibility                for more than 12 months in the 3 years immediately
     condition)                                  prior the call deadline

                                                    10
European Fellowships - Mobility rule

                                            European
                                           Fellowships
Standard EU Fellowship (ST) Career Restart Panel(CAR) Reintegration Panel (RI) Society&Enterprise Panel (SE)
   8 scientific areas panel  1 multidisciplinary panel 1 multidisciplinary panel 1 multidisciplinary panel

                                  For CAR/RI/SE panels ER must not have resided
     Mobility                     or carried out his/her main activity (work, studies,
        rule                          etc.) in the country of the beneficiary (host
    (eligibility                    organisation) for more than 36 months in the 5
    condition)                         years immediately prior the call deadline

     For all mobility rules: compulsory national service, short stays such as holidays and time
       spent as part of a procedure for obtaining refugee status are not taken into account

                                                    11
European Fellowships - CAR
                                            European
                                            Fellowship
Standard EU Fellowship (ST) Career Restart Panel(CAR) Reintegration Panel (RI) Society&Enterprise Panel (SE)
   8 scientific areas panel  1 multidisciplinary panel 1 multidisciplinary panel 1 multidisciplinary panel

    For researchers who wish to resume research in EU after a
    career research break (e.g. work outside research, parental
    leave, long-term sick leave, unemployment, etc…)

                                  Researchers must have not been active in
     eligibility                  research for a continuous period of at least
   for CAR panel                  12 months within 18 months prior the call
                                  deadline

                                                    12
European Fellowships - RI
                                                   European
                                                   Fellowship
Standard EU Fellowship (ST) Career Restart Panel(CAR) Reintegration Panel (RI) Society&Enterprise Panel (SE)
   8 scientific areas panel  1 multidisciplinary panel 1 multidisciplinary panel 1 multidisciplinary panel

   For researchers who wish to return and reintegrate in a longer
   term research position in EU

                                         Researchers must be MS/AC national or long-
       eligibility                       term resident *
      for RI panel                       Researchers must move or have moved
                                         directly from a TC to MS/AC (see mobility rule)

   *Long-term resident: period of legal and continuous residence within one or more EU MS or AC of at least 5
consecutive years. Periods of absence from the territory of the MS or AC shorter than 6 consecutive months and not
exceeding in total ten months within this period of five years shall be taken into account for the calculation of this period

                                                             13
European Fellowships - SE
                                            European
                                            Fellowship
Standard EU Fellowship (ST) Career Restart Panel(CAR) Reintegration Panel (RI) Society&Enterprise Panel (SE)
   8 scientific areas panel  1 multidisciplinary panel 1 multidisciplinary panel 1 multidisciplinary panel

     For researchers who wish to work on research and innovation
     in the non-academic sector

                               Beneficiary must be from non-academic
                               sector (status determined by the EC legal
     eligibility
   for SE panel                Participant Identification Code (PIC) validation of
                               the entity)

                                                    14
EF - Host Institution and
           Partner Organisations
Host Institution is a single beneficiary
Both HI and Partner organisations must be established in a
MS o AC
Eligible HI and POs
 academic or non academic organisation
 International European Interest Organisation (IEIO)
 International Organisation (IO) located in MS or AC   (exceptional cases)

ER apply in liaison with the beneficiary organisation, represented by
the supervisor
HI recruits the ER under contract of employment (condition
established in the Grant Agreement
POs not required to provide any letter of commitment

                                  15
EF - Widening Fellowships (WF)
                                        27 Widening countries in
                                            Horizon 2020
                  https://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-sewp_en.pdf

MSCA IF-EF applications (GF are excluded) to a widening country not
awarded will have the chance to be funded through Spreading Excellence and
Widening Participation Work program.

                                                                 No restriction to nationality applies.
                                                                 Normal award criteria, scoring and
                                                                 thresholds for MSCA – IF will
                                                                 apply.
                                                                 Single ranking list.

   Note: ER supported by WF will not be formally considered as MSCA Fellows
                                                  16
Global
Fellowships

     17
Global Fellowships
        Researchers must be MS/AC national or long-term resident

   Mobility          the researcher must not have resided or carried out
      rule             the main activity (work, studies, etc.) in the TC
  (eligibility         partner organisation where the initial outgoing
  condition)         phase takes place for more than 12 months in the 3
                          years immediately before the call deadline

Host Institution               Same as European Fellowships
  condition

                                  18
GF - Partner Organisation

Partner organisation must be established in a TC

✦   Eligible academic or non academic organisation and IO in TC
✦   Does not recruit the ER
✦   Does not sign the GA
✦   Cannot directly claim any costs
✦   Should nominate a “local “ supervisor for the ER

      Mandatory to include in the application un up-to-date Letter of
             Commitment from the Partner Organisation

                                      19
Secondments

     20
Secondments
During the IF, ER maybe seconded to any organisation in
MS or AC
Secondments:
 Can be in the same sector (appreciated different sector, e.g. academic
 to non-academic)
 Must be justified: provide additional training and contribute
 significantly to the impact of the IF
 Can be split into several shorter periods
 No letter of commitment is required for secondment HI
 Can be in an Institution in the same country of the beneficiary
 No mandatory specification of the secondment HI(s) in the proposal,
 but essential to give as much information as possible: sector, timing,
 duration, purpose
                                    21
Secondments
                                 Only for GF

Initial secondment: possibility to spent up to 3 months in HI or any PO
in a MS/AC before outgoing phase.
Considered as part of outgoing phase: spent time in TC reduced

         Maximum duration of the secondment depends
           from the total duration of the fellowship

                   Duration of          Maximum duration of
                   fellowship               secondment

                 ≤ 18 months                3 months

                 > 18 months                6 months
                                   22
Secondment vs. short visit
 Secondments and short visits have different nature and objectives

           Secondment                                 Short visit
      aim at providing transfer of             aim at gathering data and
      knowledge and training                           information

  clear impact on the project and with
                                                     limited impact
           a justified scope

     an integral part of the research
                                             can only represent a small part
     proposal - linked to the final
                                                       of the action
                  results
          planned in advance                     could be spontaneous

    can be more than a PO located in
                                               location can be chosen freely
     MS/AC. Country of HI allowed

   specific supervisor arrangements           work supervised directly by
                at the PO                           the beneficiary

                                        23
Funding

   24
Individual Fellowships: Funding
               Research Unit Cost in EUR                Institutional Unit Costs in EUR
                   (person/month)                                (person/month)
MSCA
           Living         Mobility       Family Research, training and       Management
        allowance        allowance     allowance     networking             and overheads
 IF       €4880             600            500             800                   650
                            Budget automatically calculated by EC

            Research Unit Cost
Living Allowance                                           Institutional Unit Cost
  Host Country Correction factor applied            Research, training and networking
  (for GF country correction factor also for         organisation and travel to events,
  PO)                                                purchase of material, courses, etc…
  It is a gross amount                              Management and overheads
Mobility Allowance covers private costs              indirect costs for HI
Family Allowance: status determined at the
submission deadline
       Additional allowance up to 60K€/project possible for ER with special needs
                                               25
Individual Fellowships: Timeline
                             Call Total Budget: 328 M EUR

      Call ID            Opening        Submission deadline                  Budget (EUR)
                                                                              EF: 263 M
                                                                               SE: 10 M
H2020-MSCA-IF-2020     8 April 2020     9 September 2020
                                                                               GF: 55 M
                                                                              (WF: 7 M )

                Timetable for the H2020-MSCA-IF-2020 Call (8 months)

        Publication        Deadline        Evaluation         Evaluation result    GA Signature
        8 April 2020      9 Sep. 2020      Oct-Dic 2020          Feb. 2021         Mar-May 2021

       Call open for 5 months              Evaluation: 5 months                   3 months

                                            26
Statistics 2019

       27
Data on IF call 2019
                     GF

  9709                                         Success rates
                       1475
proposal             retained           ST   CAR    RI    SE    GF
evaluated           for funding        13.1% 20.2% 20.4% 27.6% 24.6%

High scores for funding!

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Thank you
             for your attention

Guide for Applicant MSCA Individual Fellowships 2020

MSCA Individual Fellowships 2020 Call for proposal on H2020 Participant Portal

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