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

Introduction to the Marie Curie Industry-Academia Partnerships and Pathways (IAPP) Dr Dagmar Meyer Marie Curie National Contact Point. www.iua.ie. University of Limerick, January 17 th 2008. What are Industry-Academia Partnerships and Pathways (IAPP)?

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

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  1. Introduction to the Marie Curie Industry-Academia Partnerships and Pathways (IAPP) Dr Dagmar Meyer Marie Curie National Contact Point www.iua.ie University of Limerick, January 17th 2008

  2. 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 Basic features of IAPP An Irish Universities Association Presentation

  3. 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 What does the funding cover? An Irish Universities Association Presentation

  4. 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 Success rates and funding level An Irish Universities Association Presentation

  5. 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) Who can apply? An Irish Universities Association Presentation

  6. 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.” Definition of “industry partner” An Irish Universities Association Presentation

  7. 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! Definition of “public sector organisation” An Irish Universities Association Presentation

  8. 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) Location of participating organisations An Irish Universities Association Presentation

  9. 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) An Irish Universities Association Presentation

  10. 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) An Irish Universities Association Presentation

  11. 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) An Irish Universities Association Presentation

  12. 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 Recruitment of researchers An Irish Universities Association Presentation

  13. 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 Nationality and mobility conditions 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) • 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) An Irish Universities Association Presentation

  15. 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) Contributions to the consortium members (I) An Irish Universities Association Presentation

  16. 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 Contributions to the consortium members (II) An Irish Universities Association Presentation

  17. 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 Contributions to the consortium members (III) An Irish Universities Association Presentation

  18. Indicative timetable for IAPP scheme An Irish Universities Association Presentation

  19. 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 Submission procedure An Irish Universities Association Presentation

  20. 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 criteria – basic principles An Irish Universities Association Presentation

  21. 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. Evaluation process An Irish Universities Association Presentation

  22. Evaluation criteria Overview: An Irish Universities Association Presentation

  23. 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 An Irish Universities Association Presentation

  24. 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 IAPP – Transfer of Knowledge An Irish Universities Association Presentation

  25. 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

  26. 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 IAPP – Impact An Irish Universities Association Presentation

  27. 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 Experiences from first call An Irish Universities Association Presentation

  28. 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 More information An Irish Universities Association Presentation

  29. 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!) EI support for FP7 applicants: travel grants An Irish Universities Association Presentation

  30. 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 An Irish Universities Association Presentation

  31. 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? EI support for FP7 applicants: feasibility studies An Irish Universities Association Presentation

  32. More details on Enterprise Ireland FP7 support schemes and application form: http://www.enterprise-ireland.com/FP7/Financial+Support.htm EI support for FP7 applicants: more details An Irish Universities Association Presentation

  33. 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 catriona.ward@enterprise-ireland.com An Irish Universities Association Presentation

  34. IUA Marie Curie Office – National Contact Point/National Delegate Dr. Dagmar Meyer - dagmar.meyer@iua.ie Dr. Conor O’Carroll - conor.ocarroll@iua.ie mariecurie@iua.ie +353-(0)1-6764948 Enterprise Ireland – National Contact Point Bill Kee - Focus on Industry bill.kee@enterprise-ireland.com +353-(0)1-8082277 Marie Curie key contacts in Ireland An Irish Universities Association Presentation

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