Marie Curie Fellowship Application Workshop

Marie Skłodowska-Curie Actions
MSC Individual Fellowships
Dr Jose Sepulveda - Mrs. Susanne Rentzow-Vasu
EURAXESS ASEAN at Universiti Sains Malaysia

Agenda
Time Item
9:30 – 10:00 Introduction ( Susanne Rentzow-Vasu EURAXESS)
10:00 – 12:30 MSC-IF Introduction
12:30 – 2:00 Lunch
2:00 – 4:30 Proposal Writting Workshop
Jose Sepulveda PhD, MBA for
Euraxess ASEAN
Time Item
12:30 – 2:00 Lunch
Day 1
Day 2

Marie Skłodowska Curie Actions (MSCA)
•  €6.2 billion budget
•  To produce excellence in
science
•  Funds all research areas
•  Annual call
MSCA
Career
Training Mobility

What is a
MSC-IF?
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MSC-Individual Fellowship
•  MSC-IF are fully funded scholarships to
support career development in all
scientific areas (focused on innovation)
•  For researchers at the postdoctoral
level and beyond
•  Promoting mobility between countries,
and mobility between academic and
non-academic sectors
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Types of MSC-IF fellowships
•  European Fellowships
–  Held in the EU or associated countries
–  Researchers coming to Europe, moving within
Europe, or reintegrating in Europe
•  Global Fellowships
–  Held outside Europe
–  Researchers from Europe or associated
countries
–  Mandatory one-year return period
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Who can apply?
•  Researchers from anywhere in the
world
•  Researchers at the post-doctoral level
or beyond (No age or experience limit)
•  Research focused in any area of
research except EURATOM treaty areas
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What does it fund?
•  Individual
– Salary, travel, training, and family costs
•  Institution
– Research costs and overheads
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How does
it work?
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IF application procedure
•  Proposals are prepared for a single host
organization
•  Proposals are prepared in collaboration with
the host organization (supervisor)
•  Both researcher and supervisor, should work
together to create, modify, and submit the
proposal. But the supervisor is the responsible
for the final application submission
•  All maters associated with the proposal should
be done with the agreement of the supervisor
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IF Administrative Mechanisms
Beneficiary
Funds go to the host organization (beneficiary)
The host organization recruits the Experienced Researcher
The host organization appoints a supervisor responsible for the
training
The beneficiary signs the Grant Agreement to receive
funding; taking full responsibility for the execution of the
action
Partner Organizations
– Partner organizations host and provide training during
secondments.
– NO recruitment , no signing of GA, no cost claims
–The beneficiary will reimburse the partner for their activities in
the research training
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•  Mobility is essential. It allows acquisition of new skills
and knowledge increasing creativity, efficacy and
performance, thereby contributing to a successful,
competitive knowledgebased society
•  The candidate, cannot apply for a fellowship in a
country if s/he has lived for >12 months in the 3 years
before the Call deadline
•  Non Europeans can apply for the Global Fellowshipi if
they have lived in Europe for 5 years before applying
•  Duration
•  European Fellowships 12-24 months
•  Global Fellowships 24-36
Duration and Mobility

Secondments
•  Applicants are encouraged to plan for secondment
at partner institutions.
•  A partner institution can be any organisation in Europe
•  Interdisciplinary and cross collaborations (academic
to non-academic or vice-versa) are encouraged
•  Secondment can be continuous or divided into
shorter periods
•  The application should at least specify the sector
(academic or non-academic), the timing and the
purpose of the secondment
•  Secondment period can be up to 6 months
depending on the duration of the fellowship
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Public Engagement
•  Create awareness among the general
public of the work performed and its
implications for citizens and society
•  Frequency and nature of outreach
should be outlined in the proposal
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Dissemination/Communication
•  Dissemination should promote results to influence
policy-making, industry and the research
community.
•  Forms of dissemination include publications and
patents.
•  Communication should demonstrate the
contribution to advancing society. Public pending
should add value by:
–  Showing how innovation is better achieved through
international-intersectoral collaboration
–  Showing how research contributes to competitiveness,
and societal challenges
–  Showing the impact of research on our day to day lives
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Gender Issues
•  MSCA pay particular attention to gender
equality.
•  All proposals should facilitate mobility and to
counteract gender-related barriers.
•  Research involving human beings as subjects
or end-users, gender issues should be
addressed as an integral part of the proposal
to ensure the highest level of scientific quality.
•  Applicants are encouraged to include in their
proposals training activities on gender issues
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Demands
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INTERACTION
What is your name?
What is your research background?
Why are you applying for a MSC-IF?

Structure of the
MSC-IF PROPOSAL

Proposal Template
•  Download the Proposal Template
•  The proposal template is your
guide drafting the proposal
•  The template guides you through
the evaluation criteria
•  Evaluators use it as a checklist so
make sure to place information in
the right section to get the points
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General Advice
•  The title should explain the research in a clear
and memorable way (Acronyms are helpful)
•  Use clear language and short sentences. Avoid
jargon
•  Optimize space using diagrams, charts, tables
and figures
•  Create a well rounded proposal don’t over
focus on one section
•  In resubmissions rethink the whole proposal not
only the points in the evaluation report
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General Advice
Template
•  Use the template as guide for structure and content
•  Provide table of contents with page numbers
•  Stay within the limits
•  Use header and footer for proposal title and section
Formatting
•  Use visual aids to simplify information (graphs, tables, etc.)
•  Use the recommended font size and spacing
•  Simplify your diagrams to make them more readable
•  Use bold, underline, and italics to highlight but do not abuse them
Language
•  Use simple language, short and clear sentences avoiding jargon
•  Do not copy and paste from other sources (documents, websites…)
•  Use either 1st (I, me) or 3rd person (the researcher) but be consistent
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•  Enhance creative and innovative potential
•  Diversify individual competence in terms of skill acquisition
•  Provide advanced training, international and intersectoral
mobility
•  Create opportunities to acquire and transfer new
knowledge
•  Add to the development of promising researchers
•  Enhance and maximise contribution to the knowledge-
based economy and society
•  Strengthen the contact network (researcher and
organisation)
•  Contribute to realising the full potential of researchers
•  Catalyse significant development of careers in academic
and non-academic sectors
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Proposal Structure
•  Form A
•  Administrative
•  Form B
1. Excellence
2. Impact
3. Implementation
4. CV of the Experienced
5. Capacity of the Organizations
6. Ethical aspects
7. Commitment of partners
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Form A
•  General information (including abstract)
•  Administrative data of participating
organizations
•  Budget
•  Ethics table
•  Researcher data and eligibility
•  Secondment in Europe
•  Descriptor keywords (choosing evaluator)
•  Ethics issues
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Form A - Abstract
•  This may be the most important section because is
provided to evaluators to choose what proposals they
evaluate ( this section allows you to choose the
evaluator)
•  Abstract should answer key questions:
–  What’s your idea/ problem to solve?
–  Why is it important, timely and impactful?
–  What are other people doing?(state of the art)
–  Why you and your host are the best to solve this problem?
•  Identify precise & concrete objectives for the whole
proposal, not just the research
•  Provide enough technical/research information to help
an evaluator with knowledge of the field to select it
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Form A – Ethics Issues
•  Proposals have to pass an ethics review. By the
reviewer or a separate panel
•  The ethics Table can be found in the Administrative
Forms
•  If there are issues then more information will have to
be supplied (in form B):
•  Management of ethical issues, and who will be in
charge
•  Ethical issues vs. national legal and ethical
requirements of the host country
•  Samples of consent forms and other paperwork
•  No page limit, so provide all relevant information
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Form B
1. Excellence
2. Impact
3. Implementation
4. CV of the Researcher
5. Capacity of the Organizations
6. Ethical aspects
7. Commitment of partners
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Criterion Weighting Priority
Excellence 50% 1
Impact 30% 2
Implementation 20% 3
Criteria
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1. Excellence (4 Sections)
1.1 Quality and credibility of the research/
innovation action (level of novelty,
appropriate consideration of inter/
multidisciplinary and gender aspects)
1.2 Quality and appropriateness of the training
and of the two way transfer of knowledge
between the researcher and the host
1.3 Quality of the supervision and of the
integration in the team/institution
1.4 Capacity of the researcher to reach or re-
enforce a position of professional maturity/
independence Jose Sepulveda PhD, MBA for
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1.1 Quality and credibility of the
research/innovation action
•  Introduction, state-of-the-art, specific objectives and overview of the
action.
•  Research methodology and approach: highlight the type of
research / innovation activities proposed.
•  Originality and innovative aspects of the research programme:
explain the contribution that the action is expected to make to
advancements within the action field. Describe any novel concepts,
approaches or methods that will be implemented.
•  The gender dimension in the research content (if relevant).
–  In research activities where human beings are involved as subjects or end-
users, gender differences may exist. In these cases the gender dimension in the
research content has to be addressed as an integral part of the proposal to
ensure the highest level of scientific quality.
•  The interdisciplinary aspects of the action (if relevant).
•  Explain how the high-quality, novel research is the most likely to open
up the best career possibilities for the experienced researcher and
new collaboration opportunities for the host organisation(s).
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1.1 Quality and credibility
Key points
•  Evaluators may not be experts in the specific area. Write in a
clear and simple way and provide ample background
•  Is the problem well formulated? Is it an important problem? Is it
this the time and place to address this problem? Why is this
important?
•  How will it be achieved (methodology)
•  How does it compare? (state of the art) provide bibliography
•  What are the objectives? (not too ambitious or to vague) Can
they be achieved within the period? What will be achieved?
What impact will it have?(individual/institution/society)
•  Objectives should be SMART (Specific, Measurable,
Assignable, Realistic, Time bound)
•  Provide enough technical detail to convince
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1.2 Quality and appropriateness of the training and
of the two way transfer of knowledge between the
researcher and the host
Describe the training that will be offered.
Outline how a two way transfer of knowledge will occur between the researcher and the host institution(s):
•  Explain how the experienced researcher will gain new knowledge during the fellowship at the hosting
organisation(s).
•  Outline the previously acquired knowledge and skills that the researcher will transfer to the host
organisation(s).
For Global Fellowships explain how the newly acquired skills and knowledge in the Third Country will be
transferred back to the host institution in Europe (the beneficiary) during the incoming phase.
Typical training activities in Individual Fellowships may include:
•  Primarily, training-through-research by the means of an individual personalised project, under the
guidance of the supervisor and other members of the research staff of the host organisation(s)
•  Hands-on training activities for developing scientific skills (new techniques, instruments, research integrity,
'big data'/'open science') and transferrable skills (entrepreneurship, proposal preparation to request
funding, patent applications, management of IPR, project management, task coordination, supervising
and monitoring, take up and exploitation of research results)
•  Inter-sectoral or interdisciplinary transfer of knowledge (e.g. through secondments)
•  Taking part in the research and financial management of the action
•  Organisation of scientific/training/dissemination events
•  Communication, outreach activities and horizontal skills
•  Training dedicated to gender issues
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1.2 Training and transfer of knowledge
Key points
•  Two way training researcher-host, host-researcher
•  What training will be offered?
•  Research focused, through personalized project with supervisor
guidance
•  Scientific focused. New techniques, instruments, data analysis, open
science
•  Transferable skills. Entrepreneurship, proposal preparation, patent
filing, management of IP, project management, supervision and
monitoring applications, management of IPR, project management,
task coordination, exploitation of research results, and financial
management of the action, organization of scientific/training/
dissemination events, communication, outreach activities and
horizontal skills, training dedicated to gender issues
•  Secondments for Intersectoral or interdisciplinary transfer of
knowledge
•  For GFs how will the knowledge acquired be transferred back to
Europe
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1.3 Quality of the supervision and of the
integration in the team/institution
Qualifications and experience of the supervisor(s)
•  Provide information regarding the supervisor(s): the level of experience on the
research topic proposed and their track record of work, including main
international collaborations, as well as the level of experience in supervising/
training especially at advanced level (PhD, postdoctoral) researchers. Information
provided should include participation in projects, publications, patents and any
other relevant results.
Hosting arrangements
•  The application must show that the experienced researcher will be well integrated
within the team/institution in order that all parties gain maximal knowledge and
skills from the fellowship. The nature and the quality of the research group/
environment as a whole should be outlined, together with the measures taken to
integrate the researcher in the different areas of expertise, disciplines, and
international networking opportunities that the host could offer.
•  For GF both phases should be described - for the outgoing phase, specify the
practical arrangements in place to host a researcher coming from another
country, and for the incoming phase specify the measures planned for the
successful (re)integration of the researcher.
•  The hosting arrangements refer to the integration of the researcher to his new
environment in the premises of the host. It does not refer to the infrastructure of the
host as described in the Quality and efficiency of the implementation criterion.
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1.3 Quality of the supervision
Key points
Provide hard evidence on the level of the supervisor/s and his/her track
record of work,
–  Positions, international collaboration
–  Total number of publications and H-index, number of papers with high impact factor
–  Project portfolio + funding, main scientific results
–  Size of group, main collaborators abroad, expectations for this project, etc.
Activities to integrate researcher within hosting organization. Be precise
–  How will the experienced researcher be integrated to take advantage of the
experience of team/institution?
–  Education offered for PostDocs
–  How is the mentoring organized? How will the researcher fit?
–  Who are the members of the research team? what kind of research are their doing
and how your research compliments the whole team?
–  What kind of experience does the department have with international staff? and
what kind of services does it offer?
–  Practical help for new researchers (meetings, administrative work, etc.)
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1.4 Capacity of the researcher to reach or re-enforce
a position of professional maturity/independence
Applicants should demonstrate how their professional experience
and the proposed research will contribute to their development
as independent/mature researchers, during the fellowship.
Please keep in mind that the fellowships will be awarded to the
most talented researchers as shown by the proposed research
and their track record (Curriculum Vitae, section 4), in relation to
their level of experience.
A complete Career Development Plan should not be included in
the proposal, but it is part of implementing the action in line with
the European Charter for Researchers. It should aim at reaching
a realistic and well-defined objective in terms of career
advancement (by attaining a leading independent position for
example) or resuming a research career after a break. The plan
should be devised with the final outcome to develop and
significantly widen the competences of the experienced
researcher, particularly in terms of multi/interdisciplinary expertise,
inter-sectoral experience and transferable skills.
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1.4 Capacity of the researcher
Key points
•  The goal is to present the overall plan (candidate+institution+topic) as a winning
bet for the future
•  How will the project help in the maturing of the candidate?
•  Match of the expertise and the research action proposed.
•  Brief overview of the research project
•  Long-term career objectives (over 5 years)
•  What further research activity or other training is needed to attain these goals
•  Short-term objectives (1-2 years)
•  Research results and Publications (goals and means)
•  Research Skills and techniques (goals and means)
•  Research management (goals and means)
•  Communication skills (goals and means)
•  Other professional training (course work, teaching activity) (goals and means)
•  Anticipated networking opportunities (goals and means)
•  Dissemination strategy (goals and means)
•  Other activities (community, etc.) with professional relevance (goals and means)
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Excellence - in a nutshell
1.  Quality, Innovation and Credibility
–  Introduction, State of the Art, Objectives,
Methodology, Type of activities
–  Innovation? Contribution in the field?
Novelty?
2.  Clarity + Quality of Transfer of
Knowledge (two way)
–  Qualification of Supervisor, track record,
projects, publications, patents,…
–  Provisions for career development
–  Capacity to reach the next career level
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Excellence – Evaluation(I)
1.  Research Quality
–  Quality, Soundness of objectives, Methodology
2.  Originality
–  Show State of the Art and present your idea as taking a
step in the future. High risk high impact
–  Be concise and avoid vagueness
3.  Relevance for others
–  Address the impact on social, economic problems, EU
and beyond
–  Timely with the trends and needs
4.  Highlight your successes
–  Impact of research, audience reached, first author
contributions, academic achievements, awards,
teaching
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Excellence – Evaluation(II)
5.  Expertise and skills
–  How have you conducted projects
–  Clear leadership abilities, mobility periods, securing grants
6.  Quality of the host
–  Track record, leading expertise, capability to supervise
–  Mechanisms to train, opportunities for the candidate
7.  Multi- and inter disciplinary
–  Various disciplines into fruitful cooperation
–  Cross sector collaboration, integration from diversity
8.  Career development
–  Career perspectives, build up contributions, benefit and
necessity of acquiring know-how
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2. Impact (3 Sections)
2.1Enhancing the potential and future career
prospects of the researcher
2.2Quality of the proposed measures to exploit
and disseminate the action results
2.3. Quality of the proposed measures to
communicate the action activities to different
target audiences
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2. Impact (3 Sections)
Key points
Researcher level
•  Build skills to improve employability and career
•  Increase impact of research and innovation
•  Contribute to the knowledge economy
Organisation level
•  Build stronger collaboration networks
•  Strengthen knowledge transfer
•  Increase research and innovation of organisations
System level
•  Increase mobility of research in Europe
•  Outreach results to society
•  Increase knowledge economy competitiveness
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2.1 Enhancing the potential and future
career prospects of the researcher
•  Explain the expected impact of the
planned research and training on the
future career prospects of the
experienced researcher after the
fellowship.
•  Describe the added value of the
fellowship on the future career
opportunities of the researcher.
•  Which new competences and skills will
be acquired? How should these make
the researcher more successful?
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2.1 Enhancing prospects of the researcher
Key points
•  Explain how the scholarship will impact
your career (5 year vision)
•  Plans to create networks (scientific and
non-scientific)
•  What will be gained from secondment?
•  External impact of the project (institution/
society/individual)
•  Impact of results. Plan to impact to
realise. Specific result-impact
•  Long term impact
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2.2 Quality of the proposed measures to
exploit and disseminate the action results
Background – Dissemination and exploitation of results
Dissemination and Exploitation strategy is about the results of the action and it is
targeted at peers (scientific or the action's own community, industry and other
commercial actors, professional organisations, policymakers) and to the wider research
and innovation community - to achieve and expand the potential impact of the
action. The proposal should describe the foreseen dissemination and exploitation
activities and their expected impact.
All researchers should ensure, in compliance with their contractual arrangements, that
the results of their research are disseminated and exploited, e.g. communicated,
transferred into other research settings or, if appropriate, commercialised. Senior
researchers, in particular, are expected to take a lead in ensuring that research is
fruitful and that results are either exploited commercially or made accessible to the
public (or both) whenever the opportunity arises.
Please refer also to the
"Dissemination & exploitation" section of the H2020 Online Manual.
Describe how the new knowledge generated by the action will be disseminated and
exploited, e.g. communicated, transferred into other research settings or, if
appropriate, commercialised. Describe, when relevant, how intellectual property rights
will be dealt with.
A concrete planning for section 2.2 must be included in the Gantt Chart (see point 3.1).
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2.2 Exploit and disseminate the action results
Key points
•  How will the results be disseminated
and exploited.
•  Communication, tech transfer,
commercialization
•  Explain the dissemination strategy
(research community – public at large)
•  Planning of organized events
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2.3. Quality of the proposed measures to communicate the
action activities to different target audiences
•  Background - Communication
•  Communication of the action aims to demonstrate the ways in which the research, training and mobility contribute to a
European "Innovation Union" and account for public spending. It should provide tangible proof that the funded action adds
value by:
•  • showing how European and international collaboration has achieved more than would have otherwise been possible,
notably in achieving scientific excellence, contributing to competitiveness and, where relevant, solving societal challenges;
•  • showing how the outcomes are relevant to our everyday lives, by creating jobs, training skilled researchers, introducing
novel technologies, bringing ideas from research to market or making our lives more comfortable in other ways;
•  • promoting results, which may possibly influence policy-making, and ensure follow-up by industry, civil society and by the
scientific community.
• 
•  In the MSCA, public engagement is an important part of communication. The primary goal of public engagement activities is
to create awareness among the general public of the research work performed under these projects and its implications for
citizens and society. The type of outreach activities could range from press articles and participating in European
Researchers' Night events to presenting science, research and innovation activities to students from primary and secondary
schools or universities in order to develop their interest in research careers.
•  Researchers should ensure that their research activities – both the action and, when available, its results – are made known to
society at large in such a way that they can be understood by non-specialists, thereby improving the public’s understanding
of science. Direct engagement with the public will help researchers to better understand public interest in priorities for
science and technology and also the public’s concerns.
• 
•  For more details, see the guide on Communicating EU research and innovation guidance for project participants as well as
the "communication" section of the H2020 Online Manual.
• 
•  The frequency and nature of communication activities should be outlined in the proposal. Concrete plans for the above must
be included as a deliverable.
•  A concrete planning for section 2.3 must be included in the Gantt Chart (see point 3.1).
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2.3. communicate to different target audiences
Key points
Communication
•  Plan to communicate and dialogue with stakeholders
–  Local school outreach, newspapers and non-technical publications, open
house, engagement with public
Dissemination
•  Delivering results to stakeholders through several communication
channels
–  Candidate conferences, provide examples
–  Relevant journals, provide examples
–  Non technical communities or outside academia. How will this be done?
Exploitation
•  Commercial potential of results. Interested parties
•  Plans for exploitation. How will results get to interested parties?
•  How will results be packaged to be useful in further research activities
•  How will the results be transformed into products? How will marketing
be done?
•  Using results in standardisation activities
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Impact- in a nutshell
1.  Impact on your career
–  Realize your potential and create new career
perspectives
2.  Impact on EU society and economy
–  People should learn about your results in plain
language, communication strategy + public
engagement
–  Improve EU competitiveness
–  Advance tech with market potential
3.  Advance Research + Foster Innovation +
Promote the research profession
–  Knowledge triangle (Innovation, Education,
Research)
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Impact– Evaluation(I)
1.  Clear objectives
–  Broken down into components
–  Well planned
–  Specific, Relevant, Timely and Credible
2.  Show project within bigger picture (career)
–  How do the skills fit in the future career?
–  Explain the plan clearly
3.  Justify and explain your claims
–  How are the skills acquired?
–  Why are the skills acquired?
–  Explain the route to impact
4.  Industry experience
–  There is a clear plan for exposure to industry
–  Advantages for university-candidate-industry
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Impact– Evaluation(II)
5.  Contribute to EU excellence and competitiveness
–  EU funded projects are ambassadors of EU excellence
–  Knowledge should contribute to EU economic performance
6.  Appropriate match with the host
–  Host ability to train, mentor and tutor
–  Excellence in training researchers
–  Explicit and clear plan of supervision with Scientist in charge
7.  Mobility is a key component
–  The reason and need for mobility are clear
–  Clear plan describes transferable and complementary skills
–  Plan realistically and focused
–  Why is mobility beneficial? How is the place special?
8.  Transfer of knowledge and skill
–  How will you take your skills back
–  What links can be created for future research
–  Future cooperation, new networks, strengthen collaboration among countries
9.  Outreach
–  Well planned and measurable outreach activities
–  How will the public be engaged? And what impact is expected?
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3. Implementation (4 Sections)
3.1 Coherence and effectiveness of
the work plan
3.2 Appropriateness of the allocation of
tasks and resources
3.3 Appropriateness of the
management structure and
procedures, including risk management
3.4 Appropriateness of the institutional
environment (infrastructure)
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3.1 Coherence and effectiveness
of the work plan
The proposal should be designed in such a way
to achieve the desired impact. A Gantt Chart
should be included in the text listing the
following:
•  Work Packages titles (for EF there should be at
least 1 WP);
•  List of major deliverables, if applicable;
•  List of major milestones, if applicable;
•  Secondments, if applicable.
The schedule should be in terms of number of
months elapsed from the start of the action.
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Coherence and effectiveness of the work plan
Key points
•  Use the Gantt Chart
•  WP1 Implement X done by Y
– List of the tasks
– List of the deliverables
– Milestones and dates
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3.2. Appropriateness of the
allocation of tasks and resources
•  Describe how the work planning and
the resources mobilised will ensure that
the research and training objectives
will be reached.
•  Explain why the amount of person-
months is appropriate in relation to the
activities proposed.
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3.2. Appropriateness of the allocation of tasks and resources
key points
•  Explain why is the project planned that
way
– Why are X months needed? Why do tasks
take the time that they take?
– Why tasks come in that order
– Why training and secondment are placed
in that part of the plan
– Explain how the plan will fit with the time
from the supervisors and trainers
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3.3Appropriateness of the management structure and
Describe the:
•  Organisation and management structure, as well
as the progress monitoring mechanisms put in
place, to ensure that objectives are reached
•  Research and/or administrative risks that might
endanger reaching the action objectives and the
contingency plans to be put in place should risk
occur
•  Involvement of entity with a capital or legal link to
the beneficiary (in particular, name of the entity,
type of link with the beneficiary and tasks to be
carried out), if applicable
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3.3Appropriateness of the management structure and
Key points
Administrative tasks for the host
•  Employment contract and Career
development plan
•  Scientific and financial reporting
•  Role of Principal Investigator and
Experienced Researcher
•  Plan for risk management
•  Engagement with other entities.
Description
Euraxess ASEAN

3.4 Appropriateness of the institutional
environment (infrastructure)
The active contribution of the beneficiary to the
research and training activities should be
described. For Global Fellowships the role of
partner organisations in Third Countries for the
outgoing phase should also appear.
•  Give a description of the main tasks and
commitments of the beneficiary and all
partner organisations (if applicable).
•  Describe the infrastructure, logistics, facilities
offered in as far they are necessary for the
good implementation of the action.
Euraxess ASEAN

3.4 Appropriateness of the institutional environment (infrastructure)
Key points
•  Who are the internal stakeholders?
•  What’s their competence/expertise?
•  What role do they play in the action?
•  What are the benefits for the
researcher?
Euraxess ASEAN

Implementation - in a nutshell
1.  Who will manage the project and how?
–  Quality, and risk management
–  Progress monitoring, contingency plans, IP
plans
2.  Appropriateness of hosting institution
–  Why is this institution the best to do this
project?
3.  Competences and experience
–  How do the participants complement
–  What is the commitment? What are the
shared benefits? Role of secondment
organizations
Euraxess ASEAN

Implementation – Evaluation(I)
1.  Structured, reasonable and practical
–  Credible timeline, concrete and measurable work packages. Feasible
–  Detailed and well laid out When? Where?
2.  Clear direction and objectives
–  Clear deliverables, milestones and objectives
–  Monitoring activities for key events
3.  Host support and supervision
–  Hosting experience.
–  Arrangements made to support the project. Meetings, training, capabilities, organization
–  How will the candidate implement that knowledge in return
4.  Infrastructure
–  What’s in the host institution that’s needed for the project
–  Equipment, facilities, infrastructure needed for top level performance
5.  Risk management planning
–  Which parts of the plan can fail and what is the plan B?
–  Intellectual Property Rights plan and risk plan
6.  Networking
–  What networks can you tap in and what networks can be created?
–  Exposure to other related projects, and involvement with industry
Euraxess ASEAN

4. CV of the Researcher
The CV is intrinsic to the evaluation of the whole proposal and is assessed throughout the 3
evaluation criteria by the expert evaluators. Please make sure that the information between
part A and B is fully consistent.
Applicants without a doctorate should clearly justify any period of Full-Time Equivalent
Research Experience in the CV part B (section 4). It is essential that the CV clearly explains
how the Research Experience is calculated, following this template.
This section should be limited to maximum 5 pages and should include the standard
academic and research record. Any research career gaps and/or unconventional paths
should be clearly explained so that this can be fairly assessed by the independent evaluators.
The experienced researcher must provide a list of achievements reflecting their track record,
if applicable:
1. Publications in peer-reviewed scientific journals, peer-reviewed conference
proceedings and/or monographs of their respective research fields, indicating also the
number of citations (excluding self-citations) they have attracted.
2. Granted patent(s).
3. Research monographs, chapters in collective volumes and any translations thereof.
4. Invited presentations to peer-reviewed, internationally established conferences and/or
international advanced schools.
5. Research expeditions led by that the experienced researcher.
6. Organisation of International conferences in the field of the researcher (membership in
the steering and/or programme committee).
7. Examples of participation in industrial innovation.
8. Prizes and Awards.
9. Funding received so far.
10. Supervising and mentoring activities.Jose Sepulveda PhD, MBA for
Euraxess ASEAN

5. Capacity of
Participating
Organisation

5. Capacity of Participating Organisations
Section 5 - Capacity of the Participating Organisations
General Description One or two sentences about university (strengths)
Role and Profile of key persons (supervisor)(names, title, qualifications of the main supervisor)
Key Research Facilities, Infrastructure and Equipment
Demonstrate that the beneficiary has sufficient facilities and infrastructure to host and/or
offer a suitable environment for training and transfer of knowledge to the recruited
experienced researcher
If applicable, indicate the name of the entity with a capital or legal link to the beneficiary
and its role in the action.
Independent research premises?
Please explain the status of the beneficiary's research facilities – i.e. are they owned by the
beneficiary or rented by it? Are its research premises wholly independent from other entities?
If applicable, indicate the name of the entity with a capital or legal link to the beneficiary
and describe the nature of the link..
Previous Involvement in Research and Training Programmes
Detail any (maximum 5) relevant EU, national or international research and training actions/
projects in which the beneficiary has previously participated
Current involvement in Research and Training Programmes
Detail the EU and/or national research and training actions in which the beneficiary is
currently participating
Relevant Publications and/or research/innovation products
(Max 5) Only list items (co-)produced by the supervisor
Euraxess ASEAN

6. Ethical Issues
1.  Describe how the proposal meets the EU and national legal and ethics requirements of
the country/countries where the task raising ethical issues is to be carried out.
2.  Explain in detail how you intend to address the ethical issues flagged, in particular with
regard to:
•  the research objectives (e.g. study of vulnerable populations, cooperation with a
Third Country, etc.);
•  the research methodology (e.g. clinical trials, involvement of children and related
information and consent/assent procedures, data protection and privacy issues
related to data collected, etc.);
•  the potential impact of the research (e.g. dual use issues, environmental damage,
malevolent use, etc.).
•  appropriate health and safety procedures - conforming to relevant local/national
guidelines/legislation - for the staff involved
•  possible harm to the environment the research might cause, (as an example:
environmental risks of nanomaterials), and measures that will be taken to mitigate
the risks.
Euraxess ASEAN

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