Marie Curie Industry-Academia Partnerships and Pathways (IAPP)
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Marie Curie Industry-Academia Partnerships and Pathways (IAPP) Dr Dagmar Meyer Marie Curie National Contact Point. University of Limerick, 19 th May 2009. www.iua.ie. What are Industry-Academia Partnerships and Pathways (IAPP)?

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Marie Curie Industry-Academia Partnerships and Pathways (IAPP) Dr Dagmar Meyer

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Marie Curie Industry-Academia Partnerships and Pathways (IAPP)

Dr Dagmar Meyer

Marie Curie National Contact Point

University of Limerick, 19th May 2009

www.iua.ie


Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

What are Industry-Academia Partnerships and Pathways (IAPP)?

simple funding mechanism for partnerships between commercial and non-commercial research performing 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

Basic features of IAPP

An Irish Universities Association Presentation


Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Funding is provided for

exchange of know-how and experience through inter-sector secondments of research staff

research and networking activities (including workshops and conferences involving external participants)

Optionally:

recruitment of experienced researchers from outside the partnership, for transfer of knowledge and/or training of researchers

for SMEs: research equipment (up to 10% of the EC contribution for each SME participant) in duly justified cases

What does the funding cover?

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

2007 (budget €38.5m):

102 proposals across Europe, 2 with Irish coordinators

41 projects invited to negotiations, 5 on reserve list (success rate: 40% !!)

no successful Irish applicant

2008 (budget €45m):

141 proposals across Europe, 9 with Irish coordinators

41 invited to negotiations, 10 on reserve list (success rate 29%)

5 (+ 1 from reserve list) of the 9 Irish proposals successful, 14 successful Irish participations in total

Budget for 2009 call: €65m (increase of 44%!!)

Deadline: 27 July 2009 (no call in 2010 WP!!)

Experiences from first two calls

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Consortium composition – basic rules

at least two partners from two different Member States or Associated Countries

of these: one commercial partner, one non-commercial partner

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)

Who can apply?

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Examples for “commercial partners”

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 commercial partners must be companies gaining the majority of their revenue through competitive means with exposure to commercial markets, and will include incubators, start-ups and spin-offs, venture capital companies, etc.”

Definition of “commercial sector”

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Examples for “non-commercial partners”

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 commercial partner

if in doubt, contact us for clarification!

Definition of “non-commercial sector”

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Where can the organisations be located?

Member States (MS)

there are now 27 EU member states

Associated Countries (AC)

There are now 12 ACs: Iceland, Liechtenstein, Norway, Israel, Switzerland, Croatia, FYR Macedonia, Serbia, Turkey, Montenegro, Albania, Bosnia-Herzegovina

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, South Korea… (normally self-funded)

Location of participating organisations

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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

Staff secondments (I)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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)

Staff secondments (II)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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.”

Staff secondments (III)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Flexibility regarding who pays the salary

budget in principle allocated to the hosting organisation (for determining the country coefficient etc.), BUT:

administrative flexibility as to who actually pays the salaries out to seconded researchers

seconded researchers can stay on payroll of home organisation, avoiding problems with social security contributions and benefits, tax, pensions etc.

must be agreed on by the consortium partners in consortium agreement

Staff secondments (IV)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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 only in very exceptional cases, e.g. for family reasons)

no nationality condition anymore

mobility conditions apply

Recruitment of researchers

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Nationality condition

there is no nationality condition anymore (in particular, researchers can be recruited in their country of nationality)

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 mobility condition applies, but researchers cannot have spent more than 12 months in the previous 3 years in their host organisation

Nationality and mobility conditions

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Allowances to the researchers

  • Living allowance(including all mandatory deductions) – basic rate submitted to country-specific correction coefficient (Ireland: 113.3)

  • Mobility allowance (basic rate €500/€800 monthly, depending on family situation, submitted to country coeff.)

  • 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)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Contribution for the execution of the partnership project/programme

€1200 per person month, covering:

costs associated to publication of vacancies/interviews

internal training actions

participation in research and transfer of knowledge activities (research costs, participation in meetings and conference attendance, etc.)

workshops and events (invitation of keynote speakers, publications, rental of premises, etc.)

contribution to the expenses related to the co-ordination between participants (partnership meetings, detachment of staff, etc.)

Contributions to the consortium members (I)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Management activities

max. 3% of total Community contribution

Overheads

flat rate 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

Contributions to the consortium members (II)

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Indicative timetable for IAPP scheme

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Applicants will need a “PIC” number (Participant Identification Code) – not mandatory at proposal stage but will facilitate the filing of A forms and handling of proposal by Commission (if successful, all participants have to get a PIC).

Commercial sector coordinators should check their financial viability first (follow instructions in Guide for Applicants).

Before the submission

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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 (for this call: 30 pages, 11pt, 15mm margins)

Deadline is STRICTLY enforced

Submission procedure

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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!

Evaluation – basic principles

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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

Distribution of funding to different panels in proportion to proposals submitted

All applicants receive evaluation summary report (very useful for re-submission!!)

Reserve lists in case of late withdrawal etc.

Evaluation process

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Evaluation criteria

Overview:

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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

IAPP – S&T Quality

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Quality of the transfer of knowledge programme; consistency with the research programme.

Importance of the transfer of knowledge in terms of intersectorial issues.

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

IAPP – Transfer of Knowledge

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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

IAPP – Implementation

An Irish Universities Association Presentation


Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Provision to develop new intersectorial 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

IAPP – Impact

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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 2009 and the Guide for Applicants 2009 (call page accessible from 24 April 2009)

Deadline: 27 July 2009

More information

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

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)

Limit of € 3,000 over the period of FP7 has been abolished to allow for multiple visits – you can apply as often as you like!

EI support for FP7 applicants: travel grants

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Enterprise Ireland coordinator support:

for researchers in higher education / publicly funded institutions

to facilitate preparatory work leading to a proposal for the coordinationof 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

EI support for FP7 applicants: coordination grants

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Enterprise Ireland financial support for companies:

covers company negotiations with research partners and/or preparation of joint R&D proposal for FP7

Salaries

Overheads (30% of salaries)

Travel & subsistence

Consultancy fees

covers all areas (incl. Social Sciences etc.)

grants to Enterprise Ireland clients up to a max of € 25,000 (with equal investment by the company)

Similar scheme in place for IDA client companies

EI support for FP7 applicants: feasibility studies

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

More details on financial support is available on the Irish FP7 Portal at:

http://www.fp7ireland.com/Page.aspx?SP=225

EI support for FP7 applicants: more details

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

Irish Liaison Office

for EU RTD

Meeting room facilities in Brussels

meeting room bookings:

Catriona Ward

EU R&D Liaison Office

Park Leopold

Rue Wiertz 50 Wiertzstraat

Bruxelles 1050 Brussel

Tel. +32 (0)2 673 9866

[email protected]

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Marie curie industry academia partnerships and pathways iapp dr dagmar meyer

IUA Marie Curie Office –

National Contact Point/National Delegate

Dr. Dagmar Meyer - [email protected]

Dr. Conor O’Carroll - [email protected]

[email protected]

+353-(0)1-6764948

Enterprise Ireland – National Contact Point

Bill Kee - Focus on Industry

[email protected]

+353-(0)1-7272277

Marie Curie key contacts in Ireland

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