FP7 Specific Programme

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• FP7 Specific Programme
•  People 
• Policies and
• Marie Curie Actions
• Dr. Barbara Rhode
• Adviser to the Director of Directorate T
• Directorate General Research

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The Research Framework Programme of the EU

• I am from the Directorate General for Research of
  the European Union (EU)
• The EU is funding a Framework Programme for
  Research
• this programme is open for the collaboration
  with scientists of the entire world

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People programme Marie Curie Actions

• We are now in the 7th Framework Programme (FP7)
  from 2007 -2013
• Under FP7 I am adviser to the People Programme
• The People Programme is continuing the EU
  mobility fellowship programmes for researchers,
  widely known under the name of the Marie Curie
  Actions.

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FP7 Specific Programmes
Cooperation Collaborative research
Ideas Frontier Research
People Human Potential
Capacities Research Capacity

JRC (non-nuclear)
JRC (nuclear)
Euratom
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4 parts of the presentation

• I. Philosophy
• II. Statistics
• III. The Marie Curie Actions
• IV. Policy support actions

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• I. Philosophy

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Policy background the EU

• The European Union is an inter-governmental
  organisations of sovereign states in Europe.
• 50 years ago (1957) 6 countries ( France,
  Germany, Italy, Netherlands, Belgium and
  Luxembourg) decided to cooperate on common
  policies,-
• The formerly European Economic Communities (EEC)
  were established for the mutual benefit of these
  countries and to overcome former conflicts.
• The EEC advanced and matured and became in 1992
  the EU.
• Today the EU has binding legislative power over
  the national policies and it has a common budget.

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• In the past 18 years the EU has extended its
  Membership from
• 12 EU Member States in 1990 to
• 27 EU Member States in 2007
• The Members of the European Union today are very
  well known countries in Europe
• Austria, Belgium, Bulgaria, Cyprus, Czech
  Republic, Denmark, Estonia, Finland, France,
  Germany, Greece, Hungary, Ireland, Italy, Latvia,
  Lithuania, Luxembourg, Malta, The Netherlands,
  Poland, Portugal, Romania, Slovakia, Slovenia,
  Spain , Sweden, United Kingdom

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Networking in Europe

• The aim of the EU is not only to create an
  integrated Single Market with all 27 Member
  States
• but in the field of science and technology it
  aims to create the European Research Area
• This means
• overcoming national fragmentation
• and connecting and
• integrating the different research landscapes of
  the Member States.

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Attraction of the FP

• Our financial instrument to fund research is the
• EU Research Framework Programme (FP)
• Its also very attractive for other ambitious
  research countries. Therefore other European
  countries that are not Members of the EU
• have associated themselves to the FP.
• Their governments pay into the FP in relation to
  their GDP
• and their researchers have to gain these funds
  back by excellence.

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The ERA partner countries

• Therefore
• In addition to the 27 EU Member States
• the following 11 countries are associated to the
  FP
• Turkey, Croatia, ( candidate countries)
• the Former Yugoslav Republic of Macedonia
  (FYROM), Serbia, Albania and Montenegro
• Switzerland, Norway, Iceland, Liechtenstein (EFTA
  countries)
• Israel

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The European Research Area (ERA)

• Altogether, there is now
• a potential of 38 European countries that
  collaborate in in the field of science and
  technology.
• Countries have to compete with more partners than
  just inside their countries.
• The EUs political ambition is to cluster the
  research potential and advance quicker in science
  and technology.
• To make our scientist wide open for
  collaboration, equip them with best knowledge,
  and also work on global problems

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The funding instrument is the Research
Framework Programme (FP)

• In the EU the FP is a growing budget of now
  approx. 50 Billion for 7 years.
• This is adding approximately 5 to the entire sum
  already spend in Europe on Research and
  Technological Development (RTD)
• This means it is in addition to what
• the Member States and
• companies spend in ST
• on the national level.

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Transfer of EU experience to the international
science community

• Integrating 27 10 countries to achieve ERA,
• the EU now has a long experience in networking
  between researchers and institutions of different
  European countries,
• This is now applied to the international
  dimension of the FP

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The role of the Marie Curie fellowship
Programme

• In the past 12 years the Marie Curie
  Fellowship Programme has been a very important
  instrument to connect
• experienced
• as well as young researchers
• research Institutes and
• Research organisation within ERA.

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Mobility and brain drain

• National authorities recognise that
• Mobility of researchers contains the possibility
  that outgoing researcher never return,
• and that they become a brain drain,
• In principle this is no good news for policy
  maker, having invested in a person

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under FP7 - New philosophy

• Advanced countries however, need to provide
  excellent training for their research
  communities.
• In our philosophy there is no excellent career
  today without mobility.
• Therefore
• From the traditional negative consideration of
  calculating the brain drain versus brain gain
  
• We acknowledge of the fact that any excellent
  science career today has to be international
• brain circulation or brain exchange is
  necessary to breed best and excellent science
  careers.

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Argumentsfor the international dimension of MC

• Transition from a Mobility programme
• to an active career development programme
  acquiring additional qualifications and targeted
  trainings through international mobility.
• Lay the foundation of future joint research
  projects
• Any mobility grant is based on research project
  and best and promising institutes working in
  similar fields should be connected
• Important to build relations and link institutes

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In the frame of the PEOPLE programmeMarie
Curie Actions

• To date
• Successful and well known
• Important international dimension
• The programme exists now for more than 10 years
• Since FP5 a specific international component
• The volume has been constantly increasing
• With FP7
• Duplication of the budget from FP6
• Budget of 4,75 billion, i.e.
• From 430 million in 2007
• to 900 million in 2013

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Guiding principles for the FP7 People Programme
(Marie Curie Actions)

• 4,7 Billion in FP7 for 7 years
• Guiding Principles
• Continuity of FP6,
• with focus on structuring impact
• increased private sector participation
• Strengthened international dimension
• Balanced gender objective, also reintegration
• No thematic priorities

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Nobel Prize Physics 1903 and
Chemistry 1911
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The Nobel Prize in Physics 2007"for the
discovery of Giant Magneto resistance
Peter Grünberg
Albert Fert Forschungszentrum Jülich
Unité Mixte de Physique Jülich, Germany
CNRS/THALES
Orsay, France
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4 parts of the presentation

• I. Philosophy
• II. Statistics
• III. The Marie Curie Actions
• IV. Policy support actions

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• II. Statistics
• of the 6th FP

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International Incoming fellowships (IIF)

• Open to scientist of all countries of the world
• Application together with host organisation
• Highly competitive, recommended for excellent
  researchers
• High level places for post docs in European
  research organisation
• Is continued under FP7 under same conditions
• How did China do
• in comparison to other countries?

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Incoming fellows - from Third Countries
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3rd Countries Postgraduates (PG) in Host
Fellowship Networks (FP6)
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3rd Countries Post Docs in Host Networks (FP6)
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Most active incoming nationalitiesmaking use of
EU possibilities

• Leading position in FP6 was Russia
• With altogether 95 scientists
• Closely followed by US citizens with altogether
  87 scientists (tendency under FP7 increasing)
• 3rd place was China with altogether 59
  scientists
• Followed by India with 45 scientists

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International Outgoing Fellowships

• Also continued under FP7
• Best post docs position abroad
• To have best places and chances for an excellent
  international career?
• To which countries do the European go?
• How many go to China?

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Outgoing fellowships Which are the preferred
countries?
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Statistics on FP6 Marie Curie fellowships with CN
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First impressions of FP7 in 2007

• Incoming fellowships from CN approximately the
  same level as before
• Increase from the US, reduction from RU
• Very interesting out going increased interest of
  Europeans to come to China, already 4 successful
  in first year

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4 parts of the presentation

• I. Philosophy
• II. Statistics
• III. The Marie Curie Actions
• IV. Policy support actions

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• III. The Marie Curie Actions
• of the 7th FP

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Chinese scientists are invited to participate in
Marie Curie Action

• In 3 type of actions
• All FP7 actions in general are open to
  international participation (if not otherwise
  targeted)
• Chinese scientists are more particular invited to
  participate in Marie Curie activities that are
  designed for the international community
• In addition, as EU and China have concluded an
  ST Agreement China is admitted to the new
  IRSES staff exchange programme

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People 5 Marie Curie building blocks

• 1. Initial training
• Networks for Early stage researchers

• 2. Life long training and career development
• Intra European Fellowships
• European Reintegration Grants
• Co-funding of national programmes

• 3. Industry dimension
• Industry-academia partnership and pathways

• 4. International dimension
• Outgoing fellowships
• International reintegration grants
• Incoming fellowships
• International Research Staff Exchange Programme
• (ST, ENP)

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Definition Experienced researcher

• means a researcher
• 1) already in possession of a doctoral degree,
  independently of the time taken to acquire it or
• 2) having at least 4 years of research experience
  (full-time equivalent) after obtaining the degree
  which formally allows him/her to embark on a
  doctorate
• in the country in which the degree/diploma was
  obtained or
• in the country where the activities under the
  project are carried out.

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Table 3.1 Reference rates for monthly living
allowances (cost of living index 100)
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4. International dimensionIncoming fellowships
(expirienced)

• Incoming individual fellowships for top class
  researchers to upgrade their qualification in the
  EU and Ass (38 countries) and be trained in
  competences they could not acquire in the home
  country.
• at least four years after graduation (post doc)
• to develop cooperation
• Proposal is submitted by the researcher together
  with the host organisation
• For 1 to 2 years
• Salary plus contribution towards research
  related costs
• Eventually a 1 year return phase for researchers
  from ICPC

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4. International dimensionOutgoing fellowships
(from EU)

• Career development/ life-long training for EU
  researchers, experienced researcher
• EU outgoing individual fellowships, to be trained
  in a third country institute or organisation
• at least 4 years after graduation
• Funding for up to 3 years in total
• -- with 1-2 years abroad
• To establish cooperation
• Based on a personal career development plan
• Mandatory return fellowship

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4. New International Research Staff Exchange
scheme IRSES

• for EU Neighbourhood Countries and
• Countries with ST Agreement (and in negotiation)
• Strengthen research collaborations of the EU with
  the preferential ST partner countries
• Strengthen sustainable research partnerships
  between research institutions
• not mobility programme for individual career
  development!
• Based on joint exchange programmes, with
  commitment from both EU/AC and Third countries

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4. New IRSES

• Call for proposals published 30 Nov 2007
• deadline for submission 28 March 2008,
• 1700h Brussels time

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IRSES

• Participation rules
• Partnership min. 2 independent EU/AC research
  organisations of at least 2 different countries
  and one or more organisations in a third country
• Coordinator from EU/AC
• Duration of Partnership 2-4 years

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IRSES

• Exchange programme
• Multi-annual joint exchange programme (balanced
  coordinated)
• Short term exchanges (up to 1 year per person in
  total)
• Researchers, management, technical staff
• Exchanges to/from Europe (not between EU/AS
  partners)
• Staff are seconded (maintain salary in
  institution of origin and have the right to
  return)
• Partner institutes select their staff for
  exchange
• No restriction for size of programme

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IRSES

• Financial rules/
• EU contribution
• Balanced exchange expected out/in Europe (in
  person years)
• Each partner funds its own outgoing researchers
• EU contribution for EU/AC partners
• Fixed 1800/person/month (incl. travel,
  subsistence)
• Only for EU/AS partners
• Non-EU/AC partners may apply their own rates
• EU funding of ICPC (International Cooperation
  Partner Countries) in exceptional and well
  justified cases

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IRSES-Example
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IRSES

• Selection of programmes
• Proposal must be submitted by European
  coordinator
• Evaluation by independent experts (50 from third
  countries)
• Evaluation results by June contract negotiations
  initiated July-September 1st contracts by
  Sept/Oct.

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IRSES

• Evaluation Criteria
• Quality of the Exchange programme (Weighting25)
• Objective and relevance of the joint exchange
  programme
• Scientific quality of the partners
• Complementarities/synergies between the partners
• Transfer of Knowledge (Weighting30)
• Quality and mutual benefit of the transfer of
  knowledge
• Adequacy and role of staff exchanged with respect
  to the transfer of knowledge

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IRSES

• Implementation (Weighting15)
• Capacities (expertise/human resources/facilities/i
  nfrastructure) to achieve the objectives of the
  planned cooperation
• Appropriateness of the plans for the overall
  management of the exchange programme
• Impact (Weighting30)
• Relevance of the proposed partnership to the area
  of collaboration and for the ERA
• Potential to develop lasting collaboration with
  eligible Third country partners.

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IRSES

• Financial aspects
• for partners from 3d countries
• Need for own funding to cover costs of
  researchers coming to Europe (matching funds)
• These may come from
• A public programme and funding organisation
• Own resources of the institution
• Importance to plan public funding Contract
  negotiations will start in July 2008
• Requests for EU funding may be granted
  exceptionally on a case by case basis

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People 5 Marie Curie building blocks

• 1. Initial training
• Networks for Early stage researchers

• 2. Life long training and career development
• Intra European Fellowships
• European Reintegration Grants
• Co-funding of national programmes

• 3. Industry dimension
• Industry-academia partnership and pathways

• 4. International dimension
• Outgoing fellowships
• International reintegration grants
• Incoming fellowships
• International Research Staff Exchange Programme
• (ST, ENP)

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Definitions Early stage researcher

• means a researcher in the first 5 years
  (full-time equivalent) of their research careers,
  
• starting at the date of obtaining 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 mobility
  activities are provided,
• irrespective whether or not a doctorate is
  envisaged.

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1. Initial training Marie Curie Networks for
early stage training

• Allowances given to early-stage ( up to five
  years after graduation, time for PhD )
  researchers and senior visiting scientists 
  positions
• Networks linking, participants from 3 MS and Ass.
  Countries as the hosts of high quality training
  programmes additional host from third countries
  possible
• Desirable, the involvement of private business
  sector
• open to researchers from third countries
• Vacancies will be published and can be looked up
  on the mobility portal
• Containing short training events (conferences,
  summer schools, training courses) mobility
  portal

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2. Marie Curie Intra European fellowships for
career development

• Life-long training career development
  (experienced 4 years after graduation post
  doc but also later)
• In two modes
• Traditional mode selection/funding of fellows
  through call at EC level
• international not excluded, but more sense to
  go for the international directly
• 2. New  Co-funding  mode with structuring
  effect - date 2007 not fixed
• Selection for  co-funding  of existing or new
  national, regional and international fellowship
  programmes
• Researchers apply to the co-funded national
  programmes programmes operate following own
  standards
• Vacancies ? mobility portal

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FP7 ERC Starting Grants vs. Marie Curie
Individual Fellowships

• Major differences

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3. Marie Curie Industry partnerships and pathways

• Enhance cooperation and skills exchange between
  academia and industry on a common research
  project
• At least two different Member States or
  Associated countries (one from EU 27) and in
  addition possible third partners
• At least one organisation from each sector
• Funding for 3-4 years
• Networking activities, workshops/conferences,
  including for researchers from outside the
  partnership

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(No Transcript)
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The evaluation and selection system

• Highly competitive
• Success rate of 20 is very good, often below
• 80 or more unsuccessful
• Evaluation by external experts of high quality
• And in the field of competence
• Remote evaluation and in Brussels
• Final discussion always in Brussels

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Registration for evaluators

• EMM Expert Management Module
• https//cordis.europa.eu/emmfp7

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Call for evaluators

• The European Commission operates a database of
  experts.
• The registration service for FP7 is available on
  CORDIS.
• Further information on the appointment of
  independent experts can be found in the CORDIS
  FP7 participation section
• (see 'WHO - Appointment of independent experts').
• For remuneration click on FAQ point 8.1
• "Remuneration will be in the form of a payment
  per day worked, plus travel and subsistence
  expenses. A daily payment of 450 can be
  claimed, if required."....(continued)

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4 parts of the presentation

• I. Philosophy
• II. Statistics
• III. The Marie Curie Actions
• IV. Policy support actions

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• IV. Policy support actions
• 1. Mobility Portal
• 2. ERA-More Network
• 3. ERA and NERE LINK for the diaspora
• 4. European Researchers Charter Code of Conduct
  for the Recruitment of Researchers
• 5. Scientific Visa

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1. The Mobility web portal
http//europa.eu.int/eracareers
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The redesigned European Researchers Mobility
Portal(http//ec.europa.eu/eracareers)
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China web site?

• Is there a mobility web site that could be linked
  to the portal?

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2. ERA-MoreHelp Desk and Customised
assistance

• ERA-MORE, the European Network of Mobility
  Centres.
• The network displayed on the portal
• As a researcher you have free access to a Europe
  wide customised assistance service offered by
  ERA-MORE
• These 200 centres in 32 countries assist
  researchers in all matters relating to
  professional and daily life, including
• information on legal issues,
• social security,
• health and
• taxes,
• everyday life
• as well as family support.
• Click on the country you are interested in to
  contact the local Mobility Centre.

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3. ERA- and NERE LinkNetworking of the
Scientific Diaspora - Rationale

• Diaspora actions for both European Researchers
  Abroad (ERA-Link) and Non-European Researchers in
  Europe (NERE-Link)
• A patrimony of knowledge lost if researchers are
  not connected with their homeland
• FP7 actions to ensure that a potential loss is
  transformed into a valuable resource
• Both ERA-Link and NERE-Link are needed for an
  open, competitive and attractive labor market for
  researchers

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Networking of Scientific Diaspora Current
Status

• ERA-Link successfully launched in USA with
  membership exceeding now 3000
• Launching of ERA-Link in countries/regions beyond
  the USA is starting now Japan, Australia, Canada
• First surveys for ERA-Link expansion starting now
  our Science Councilor will explain later
• Surveys and studies to initiate NERE-Link are
  prepared for 2008

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To be implemented.... on a voluntary basis
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4. The Aim of the Code and the Charter

• Enhancement of quality
• Clarify commitments and obligations
• Ethical standards and professional responsibility
• Accountability and supervision
• Working conditions
• Funding and salaries
• Gender and equal opportunities
• Selection and transparency
• Recognitions of qualifications etc

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5. "Scientific visa"

• A European Directive (adopted by Council October
  2005)
• procedure for non-EU scientists to carry out a
  research project in Europe
• creating a specific residence permit
• for foreign researchers
• independently from their contractual status
  (employee, self-employed, "stipendee").
• By signing a "hosting agreement"
• with an accredited public or private European
  research organisation.

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Hosting Agreement

• The "hosting agreement" is a contract to certify
  the researcher's status
• With reference to his/her possession of
• scientific skills,
• financial means
• and health insurance.
• On the basis of this contract, and with standard
  conditions
• absence of threat to public policy,
• health and security,
• possession of valid travel document
• the immigration authorities of the host country
  will rapidly deliver the residence permit.

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Further Information

• Seventh Framework Programme http//ec.europa.eu./
  research/fp7/home_en.html
• Newsletter Europe4Researchers http//ec.europa.e
  u/eracareers/index_en.cfm?l116
• European Researchers - Mobility Portal
  http//ec.europa.eu./eracareers/index_en.cfm
• EU research http//ec.europa.eu/research/index_e
  n.cfm

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Helpdesk and enquiry service

• Information requests (e-mail) research_at_ec.europa
  .eu.

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• Thank you for your Attention!
• barbara.rhode_at_ec.europa.eu