Post on 21-Dec-2015
Introduction to the Marie Curie Industry-Introduction to the Marie Curie Industry-Academia Partnerships and Pathways Academia Partnerships and Pathways
(IAPP)(IAPP)
Dr Dagmar MeyerDr Dagmar MeyerMarie Curie National Contact PointMarie Curie National Contact Point
University of Limerick, January 17th 2008 www.iua.ie
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 2
Basic features of IAPP
• What are Industry-Academia Partnerships and Pathways (IAPP)?– simple funding mechanism for partnerships between
public and private research organisations – based on a common research project designed to
exploit complementary expertise and create synergies– bottom-up approach (no predefined priority areas)– project duration typically 4 years with the aim to
develop long-term collaborations
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 3
What does the funding cover?
• Funding is provided for– exchange of know-how and experience through inter-
sector secondments of research staff– research and networking activities
• Optionally:– recruitment of experienced researchers from outside
the partnership, for transfer of knowledge and/or training of researchers
– workshops and conferences involving external researchers
– for SMEs: research equipment (up to 10% of the EC contribution for each SME participant) in duly justified cases
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 4
Success rates and funding level
• Experiences from first call (budget €38.5m):– only 102 proposals from across Europe, 2 with Irish
coordinators– 41 projects invited to negotiations, 5 on reserve list
(success rate: 40% !!)– requested funding: ~ €0.25m to ~ €2m
• Budget for second call: €45m• Deadline: 25 March 2008
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 5
Who can apply?
• Consortium composition – basic rules– at least two partners from two different Member
States or Associated Countries– of these: one private sector / industry partner, one
from the public sector– more partners can be added, from either sector,
from any country (including Third Countries)– most common size 2-3 partners, rarely more than
6-7 partners (first call: 1 successful proposal with 13, one with 15 partners)
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 6
Definition of “industry partner”
• What counts as “private sector organisation / industrial partner”?– commercial enterprises (big or small companies;
SMEs, spin-offs, start-ups etc. particularly encouraged)– national organisations (if operating on a commercial
basis)• Basic requirement (cf. Work Programme):
– “Within this scheme, the industrial partners must be organisations operating on a commercial basis, i.e. companies gaining the majority of their revenue through competitive means with exposure to commercial markets.”
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 7
Definition of “public sector organisation”
• What counts as “public sector organisation”?– national organisations (e.g. universities & IoT’s, public
non-commercial research centres etc.)– non-profit / charitable organisations (NGOs, trusts, etc.)– International European Interest Organisations
(e.g. CERN, EMBL) – Joint Research Centre of the European Commission– International Organisations (e.g. WHO, UNESCO, etc.;
funding subject to certain conditions)
• Any organisation that does not count as industry partner – if in doubt, contact us for clarification!
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 8
Location of participating organisations
• Where can the organisations be located?– Member States (MS)
• there are now 27 EU member states
– Associated Countries (AC) • Iceland, Liechtenstein, Norway, Israel, Switzerland, Croatia,
FYR Macedonia, Serbia, Turkey • from January 2008: Montenegro and Albania
– Third Countries (TC)• more than 140 International Cooperation Partner Countries
(ICPC), e.g. South Africa, India, China, Russia, … (can be fully funded)
• other Third Countries (OTC), e.g. USA, Canada, Australia, New Zealand, Japan, … (normally self-funded)
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 9
Staff secondments (I)
• Staff secondments between partners from different sectors– main focus of the scheme– researchers of any level of experience are eligible (including
post-graduate students, e.g. for summer placements)– technical and managerial staff in well justified cases– no nationality restrictions, but in general the usual mobility
condition applies– secondments must in general be trans-national, but up to
30% of person months in the consortium can be used for intra-national secondments
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 10
Staff secondments (II)
• Duration of secondments: – between 2 months and 2 years (cumulative over the
lifetime of the project, can be split into shorter periods)
• Previous activity in the seconding organisation and reintegration– participating staff must have been active in seconding
organisation for at least one year prior to the secondment– mandatory reintegration of at least one year after the final
secondment period (not funded by the project)
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 11
Staff secondments (III)
• Balance between partners– ideally, secondments should be reasonably balanced
between partners, but no expectation that they must be symmetrical as in one-for-one exchange
• One-way secondments not excluded if well justified (cf. Guide for Applicants):– “A consortium could make a good case for having more
secondment months from one sector (a large university department for example) to the other sector (a small company, where researchers are relatively few). Moreover, projects with secondments in only one direction are not excluded where there is a clear mutual benefit for both sectors, and where the consortium duly justifies this one-way exchange.”
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 12
Recruitment of researchers
• Recruitment of researchers from outside the consortium– optional and must be justified – at the level of the consortium not more person
months for recruitment than for secondments!– only experienced researchers are eligible (e.g. post-
docs or senior researchers)– technical or managerial staff not eligible– duration 12 – 24 months (split stays possible in
exceptional cases, e.g. for family reasons)– nationality and mobility conditions apply
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 13
Nationality and mobility conditions
• Nationality condition– recruited researchers cannot have the nationality of the
host institution (no nationality condition for seconded researchers)
– special rules in case of dual nationality or return to Europe after long stay in a Third Country
• Mobility condition– researchers/staff members must not have spent more
than 12 months within the last 3 years prior to the secondment/recruitment in the host country
• International Organisations:– no nationality or mobility condition applies
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 14
Allowances to the researchers
• Living allowance (including all mandatory deductions) – basic rate submitted to country-specific correction coefficient (Ireland: 113.3)
Experience level Employment contract (€/year)
Stipend (€/year)
Early Stage Researchers (e.g. post-graduate students) 34,500 17,250
Experienced Researchers with up to 10 years exp. 53,000 26,500
Experienced Researchers with >10 years experience 79,500 39,750
• Mobility allowance (basic rate €500/€800 monthly, depending on family situation)• Travel allowance (€250 - €2500 for every 12 months period or fraction thereof,
depending on distance)• Career exploratory allowance (€2,000 once, only for newly recruited researchers)
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 15
Contributions to the consortium members (I)
• Contribution for the execution of the partnership project/programme – €800 per person month, covering:– costs associated to the publication of vacancies– internal training actions– participation in research and transfer of knowledge
activities (research costs, participation meeting and conference attendance, etc)
– contribution to the expenses related to the co-ordination between participants (partnership meetings, detachment of staff, etc)
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 16
Contributions to the consortium members (II)
• Contribution to the organisation of international conferences, workshops and events open to participants outside the partnership– €300 per researcher day (from outside the partnership),
covering:– organisational expenses (invitation of keynote speakers,
publications, rental of premises, web casting)– participation fees of researchers from outside the
partnership
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 17
Contributions to the consortium members (III)
• Management activities– max. 3% of total Community contribution
• Overheads– 10% of direct costs except subcontracting
• for SMEs: – research equipment (up to 10% of the EC contribution
for each SME participant) in duly justified cases
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 18
Indicative timetable for IAPP scheme
Publication of call 30 November 2007
Deadline for submission of proposals
25 March 2008, at 17:00:00 Brussels time
(i.e. 16:00:00 Irish time!!)
Evaluation of proposals May 2008
Evaluation Summary Reports sent to proposal coordinators
July 2008
Invitation for contract negotiations July 2008
Letter to unsuccessful candidates from July 2008
Signature of first contracts from October 2008
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 19
Submission procedure
• Only electronic submission using EPSS (Electronic Proposal Submission Service)
• Proposal has two parts:– Part A: administrative information about proposal,
coordinator and partner institutions (prepared forms)– Part B: free text covering a number of predefined
aspects of the project, limited number of pages (prescribed font size and margins), limited size of pdf-file
• Deadline is STRICTLY enforced
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 20
Evaluation criteria – basic principles
• Evaluation according to criteria provided in the Guide for Applicants
• Different criteria carry different weights• Thresholds for some evaluation criteria• Overall threshold is 70% • All issues need to be addressed! Don’t waste your
chances.• Always keep in mind the objectives of the activity!
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 21
Evaluation process
• All proposals undergo initial eligibility check• Evaluation by at least three experts from an international
pool (not all experts are exactly from your field of speciality!!)
• Proposals that miss a threshold are rejected• Remaining proposals are ranked within each panel• All applicants receive evaluation summary report (very
useful for re-submission!!)• Distribution of funding to different panels in proportion to
proposals submitted • Reserve lists in case of late withdrawal etc.
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 22
Evaluation criteria
Criterion Threshold (out of 5) Weighting (%)
S&T Quality 3 25
Transfer of Knowledge 3 20
Implementation 3 25
Impact - 30
Overview:
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 23
IAPP – S&T Quality
• S&T objectives of the research programme, including in terms of intersectoral issues.
• Scientific quality of the joint collaborative research programme.
• Appropriateness of the research methodology.• Originality and innovative aspects of the
research programme; knowledge of the state-of-the-art.
• Weight: 25%, Threshold: 3/5
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 24
IAPP – Transfer of Knowledge
• Quality of the transfer of knowledge programme; consistency with the research programme.
• Importance of the transfer of knowledge in terms of intersectoriality.
• Adequacy of the role of researchers exchanged and recruited from outside the partnership with respect to the transfer of knowledge programme.
• Weight: 20%, Threshold: 3/5
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 25
IAPP – Implementation
• Capacities (expertise / human resources / facilities / infrastructure) to achieve the research and exchange of know-how and experience. Fit between capacity of host and size of support requested.
• Adequate exploitation of complementarities and synergies among partners in terms of transfer of knowledge.
• Appropriateness of management plans (recruitment strategy, IPR strategy, demarcation of responsibilities, rules for decision making etc…).
• How essential is non-ICPC Third Country participation, if any, to the objectives of the knowledge transfer programme.
• Weight: 25%, Threshold: 3/5
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 26
IAPP – Impact
• Provision to develop new intersectoral and lasting collaboration.
• Strategy for the dissemination and facilitation of sharing of knowledge and culture between the participants and external researchers (including international workshops, training events).
• Extent to which SMEs contribute to the project.• In case of SME participation: Adequacy of the available
infrastructure for the performance of the project. In case extra equipment is requested, necessity and justification in the context of the partnership.
• Weight: 30%, Threshold: none
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 27
Experiences from first call
• Out of 102 proposals evaluated, 36 (35%) failed to achieve one or more of the required thresholds:– 13 failed the “S&T” criterion – 19 failed the “Transfer of Knowledge” criterion– 16 failed the “Implementation” criterion– 34 failed the overall threshold of 70% applied to the
total score
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 28
More information
Official website of the FP7 “People” (Marie Curie) programme on CORDIS:
http://cordis.europa.eu/fp7/people/
Follow the link to
“Find calls for this activity”
to download the Work Programme 2008 and the Guide for Applicants 2008
Deadline: 25 March 2008
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 29
EI support for FP7 applicants: travel grants
• Enterprise Ireland travel support:– for researchers in higher education / publicly funded
institutions– for visits by Irish researchers abroad to meet potential
partners or attendance at EU information days/workshops relating to FP7
– covers least-cost travel plus subsistence rates up to € 150 per day (typical length of visits: three days)
– during the period of FP7, any one researcher can receive up to € 3,000 to facilitate multiple visits to research partners (open to discussion!)
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 30
EI support for FP7 applicants: coordination grants
• Enterprise Ireland coordinator support:– for researchers in higher education / publicly funded
institutions– to facilitate preparatory work leading to a proposal for
the coordination of any research project under FP7– grants up to a maximum of € 25,000– for coordinator (or internal approved staff) least cost
travel and subsistence expenses, costs of hosting meetings, communication costs with consortium members, employment of researcher for short-term analysis, professional services in preparation of application, strategy development and planning
– replacement teaching costs in well justified cases
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 31
EI support for FP7 applicants: feasibility studies
• Enterprise Ireland financial support for companies:– covers company negotiations with research partners
and/or preparation of joint R&D proposal for FP7 – covers all areas (incl. Social Sciences etc.)– grants to SMEs and High Potential Start-ups up to a
maximum of € 25,000 (with equal investment by the company)
– under review – support for multinationals?
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 32
EI support for FP7 applicants: more details
More details on Enterprise Ireland FP7 support schemes and application form:
http://www.enterprise-ireland.com/FP7/Financi
al+Support.htm
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 33
Meeting room facilities in Brussels
Irish Liaison Office for EU RTD
meeting room bookings:
Catriona WardEU R&D Liaison OfficePark LeopoldRue Wiertz 50 WiertzstraatBruxelles 1050 BrusselTel. +32 (0)2 673 9866catriona.ward@enterprise-ireland.com
University of Limerick, January 17th 2008 An Irish Universities Association Presentation 34
Marie Curie key contacts in Ireland
IUA Marie Curie Office – National Contact Point/National DelegateDr. Dagmar Meyer - dagmar.meyer@iua.ieDr. Conor O’Carroll - conor.ocarroll@iua.ie
mariecurie@iua.ie +353-(0)1-6764948
Enterprise Ireland – National Contact PointBill Kee - Focus on Industry
bill.kee@enterprise-ireland.com+353-(0)1-8082277