"Marie Sklodowska-Curie Actions (MSCA). Convocatoria ITN 2018: novedades y aspectos clave", por Cristina Gómez, NCP para MSCA en Horizonte 2020.

Marie Sklodowska-Curie Actions (MSCA)
Convocatoria ITN 2018: novedades y
aspectos clave
Málaga, 14 de noviembre 2017
Cristina Gómez, NCP MSCA, FECYT

CONTENT
I. MSCA Spanish Suppport
II. MSCA General Aspects
 Objectives
 General information on MSCA Modes and WP2018-2020 Updated information
III. MSCA ITN Call 2018 (Innovative Training Networks)
 ITN Objectives
 Researchers´elegibility
 Consortia elegibility
 Funding
 Some data
 Evaluation Criteria
2

I. The European Office
•Promote the participation and
leadership of the Spanish R&I system
in H2020.
Objective
•EXCELLENT SCIENCE: ERC, MSCA, FET
•SWAFS
•Challenge 6
•COST
Areas
•OPIs, Universities, public R&I centres
Target group
4

I. Spanish MSCA Support: 2014-2016
5
2014 (+ 30 events)
2015 (+ 35 events)
2016 (+ 46 events)
+ 6.600 participants
Informative sessions and trainings
+ 280 proposals pre-screened
+ 9.500 queries solved
ITN 2018: 11/12/2017
• Coordinated by ES Institutions
• 1 version to be pre-screened
• Link with European Offices

6
II. 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
MobilityCareer
 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

7
II. 2018-2020 MSCA Calls: 2.871M€ / 6.162M€ H2020

II. Calls MSCA 2018/2020: 2.871,88M€
8
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
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
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

9
II. 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
• IF: More flexibility (part-time / CAR extended duration…)
• RISE: Staff to be linked 1 month prior to secondment
• 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

III. Innovative Trainining Networks ITN
2018 Call
10

• 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
III. 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

 Research Excellence
 Attractive institutional environment
 Quality Assurance
 International Networking
 Interdisciplinary research options
 Exposure to industry and other
employment sectors
 Transferable skills training
12
• 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
7 principles for Innovative Doctoral Training
III. MSCA – ITN 2018: Excellent doctoral training

III. MSCA - ITN 2018: Key Concepts
13
• Research experience
• Mobility rule
Reseachers´
elegibility
• Implementation modes
Consortium
elegibility

EARLY STAGE RESEARCHES (ESR)
 ESR should be in their first 4 years of research experience and no
doctoral degree at the time of their first recruitment in the ITN.
Full time equivalent research, FTE: is measured form the date when a researcher
obtained the degree which would formally entitle him/her to embark on a doctorate,
either in the country in which the degree was obtained or in the country in which the
researcher is recruited, irrespective of whether or not a doctorate is or was ever
envisaged.
 Mobility rule: could not have resided or carried out their main activity
in the country of the host institution for more than 12 months in the 3
years immediately prior to the first contract in the ITN .
 Time spent in a country as part of a procedure for obtaining refugee
status is not taking into consideration.
 No nationality restrictions
14
III. ITN Researchers´Elegibility

III. ITN Researchers´Elegibility
15

III. 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) NEWS 2018

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
III. ITN Consortia: 2 different Sectors

III. 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)
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
18

III. MSCA – ITN 2018: Main characteristics
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
19

Academia
Non-academia
Academia
Non-academia
Country 1
Country 2Country 3
Academia
Non-academia
Academia
Non-academia
Academia
Non-academia
• 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
III. MSCA – ITN 2018: ETN mode
Academia
Non-
academia
European Training
Networks
(ETN)
NEWS 2018: For academic institutions
not offering doctoral degrees, Universities
should be included as P.O.
20

III. An ETN example
21
European Industrial
Doctorates
(EID)
CONSORTIUM PARTNER ORGANISATIONS
21

III. An ETN example
22
European Industrial
Doctorates
(EID)
http://bigstorage-project.eu/

> 2 beneficiaries
 1 academic and 1 non-academic, 2
countries (MS/AC), additional
beneficiaries any sector, any country
 Max. 540 ESR/Mo (15 ESR)
 Max. 40% total budget to one country
III. MSCA – ITN 2018: EID mode
Academia
Non-academia
European Industrial
Doctorates
(EID)
23
2 beneficiaries
 1 academic and 1 non-academic,
2 countries (MS/AC), P.O from
any country, any sector
NEWS 2018: international/intersectorial
mobility more flexible
Applying to both
• PhD enrollment
• > 50% of time at non-academic
sector: at beneficiaries or P.O.
• Joint supervision & Consortium
Agreement
• For academic institutions not
offering doctoral degrees,
Universities should be included
as P.O

III. An EID example
Academia
Non-academia
European Industrial
Doctorates
(EID)
24

 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
 Letters of institutional commitment signed by a legal
representative needed in the proposal
 Joint governance structure
 Max. 40% of total budget to one country
III. MSCA- ITN 2018: EJD mode
Academia
Non-academia
Academia
Non-academia
Country 1
Country 2Country 3
Academia
Academia
Academia
Academia
Non-
academia
European Joint
Doctorates
(EJD)
25
NEWS CALL 2018
 Joint degree always within Europe or with
European beneficiary
 Template for Institutional commitment letters

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
III. 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

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
III. MSCA ITN 2018: financing

28
European Commission Data, june 2017
2016
III. Data participation 2016/2017: submitted vs. Funded
2017

30
III. 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)

IV. MSCA ITN Proposal Preparation
31

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€
32
IV. Timing and evaluation MSCA – ITN 2018
Publication
12/10/2018
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)
Criteria Weight
Priority
(ex.aequo)
Excellence 50% 1
Impact 30% 2
Implementation 20% 3
Evaluation Criteria
Overall Threshold 70%
No individual overall

ITN
IV. MSCA ITN 2018: Evaluation Criteria
33
Excellence
50%
Impact
30%
Quality and Efficiency of the
Implementation
20%
Quality, innovative aspects and
credibility of the research
programme (including inter /
multidisciplinary, intersectoral and,
where appropriate, gender aspects)
Enhancing the career perspectives and employability of
researchers and contribution to their skills development
Coherence and effectiveness of the work
plan, including appropriateness of the
allocation of tasks and resources
(including awarding of the doctoral
degrees for EID and EJD projects)
Quality and innovative aspects of
the training programme
(including transferable skills,
inter/multidisciplinary, intersectoral
and, where appropriate, gender
aspects)
Contribution to structuring doctoral / early-stage
research training at the European level and to
strengthening European innovation capacity, including
the potential for:
a) meaningful contribution of the non-academic sector to
the doctoral/research training, as appropriate to the
implementation mode and research field
b) developing sustainable joint doctoral degree structures
(for EJD projects only)
Appropriateness of the management
structures and procedures, including
quality management and risk
management (with a mandatory joint
governing structure for EID and EJD
projects)
Quality of the supervision (including
mandatory joint supervision for EID
and EJD projects)
Quality of the proposed measures to exploit and
disseminate the project results
Appropriateness of the infrastructure of
the participating organisations
Quality of the proposed interaction
between the participating
organisations
Quality of the proposed measures to communicate the
project activities to different target audiences
Competences, experience and
complementarity of the participating
organisations and their commitment to
the programme

34
IV. 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

IV. MSCA ITN 2018: RRI aspects
Engagement
Science
Education
Ethics Open
AccessGender Equality
35

IV. 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
36

 Read the Call Documents:
Work Programme, Guide for Applicants, Horizontal Issues: Gender / Ethic Issues, etc, FAQ
Pay attention to the mandatory requirements of particular modes
Ask for support:
Colleagues
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.
….and success doesn´t always come on the first attempt
IV. To sum up: General tips to submit a good proposal
37

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/ (noelia.romero@fecyt.es)
• Oficina Europea MINECO/FECYT: http://eshorizonte2020.es
Cristina Gómez
Cristina.gomez@oficinaeuropea.es
Oficina Europea MINECO / FECYT
Jesús Rojo
Jesus.rojo@madrimasd.org
Fundación para el Conocimiento Madri+d
National Contact Points MSCA
38

"Marie Sklodowska-Curie Actions (MSCA). Convocatoria ITN 2018: novedades y aspectos clave", por Cristina Gómez, NCP para MSCA en Horizonte 2020.

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