Welcome to the QUEST Researchers Meeting! Greta Küppers, Heiner Igel

Contractual rules

Architecture of the Grant Agreement Core Grant Agreement + Annexes I.Technical Annex - Description of Work II.General conditions III.Specific provisions for ITN IV.Form A: accession to the grant V.Form B: request for accession of a new beneficiary VI.Form C: Financial statement VII.Form D: Term of Reference for the CFS; Form E: ToR for the certificate on methodology Core GA Core GA Annex I

Annex I: Description of work Annex I Joint research programme, recruitment planning, training, milestones and deliverables (no deviation allowed; before deciding on any modification, we have to contact our PO) All reports (Progress, Periodic, Mid-term, Final) will be assessed with respect to Annex I Each recruited fellow should receive a copy!

Annex III: Specific rules for ITN Part A: Implementation of the project Performance obligations Selection of researchers Beneficiary‘s relationship with the researcher Confidentiality, Publicity Part B: Financial Provisions Eligible costs, interests Part C: Intellectual Property Rights Access Rights Annex II Each recruited fellow should receive a copy

ITN Recruitment

Eligible Researchers Types of Researchers: 1.Early Stage Researchers (ESR) -Research experience ≤ 4 years -No PhD -Duration of appointment: 3-36 months (typical appointments is 36 months) 2.Experienced Researchers (ER) still in their early career -PhD or at least 4 years of research experience -Duration of appointment: 3-24 months -NB: total research experience ≤ 5 years Overall network: at least 80% ESR An individual researcher may NOT be supported as an Early Stage and Experienced Reseracher within the same ITN!!!!

… Eligible Researchers 5 Years Experience: Initial Training Networks are limited to researchers in the first 5 years of their career at the time of recruitment. Experience is calculated at date of appointment

… Eligible Researchers Nationality : Researchers can be nationals of any country other than the country of the premises of the host organisation where they will carry out their project. Exceptions: -international organisations: CERN; ESRF; etc. -researchers with more than one nationality: can be recruited in the country of nationality in which he/she has not resided during the previous 5 years; -researchers who have legally resided and have had their principal activity (work, studies, etc.) in a third country for at least 3 out of the last 4 years

… Eligible Researchers Mobility : Researchers must not have resided or carried out their main activity in the country of the host for more than 12 months in the 3 years immediately prior to their recruitment –Exception: international organisations: CERN; ESRF; etc.

Researchers Entitlements: Marie Curie Fellows 1.Marie Curie Fellows should have: -Employment contracts!!!, pension, full social security, maternity leave etc. 2.Reseachers made aware that they are Marie Curie Fellows and of their rights and obligations: -Reserachers Z-Card distributed to fellows at the beginning of their contract

Allowances… … for the benefit of the fellow: p aid regularly: monthly/bi-monthly/weekly Living Allowance: –Fixed amount of € yearly for ESR, and € yearly for ER (as specified in Work Programme 2008), adjusted for country of host institution = correction coeffient ( i.e. Czech Republic 77,2% France 104, 4%; Germany 101, 5%; Ireland 113, 3%; Italy 103, 9%; Netherlands 101,2%; Slovak Rep. 82,2%; UK 109,2%) Mobility Allowance: –Fixed amount depending on the family status at date of recruitment( i.e. 500 € monthly for researchers without a family and 800 € monthly for researchers with familiy), adjusted for country of host institution

Allowances… … for the benefit of the fellow: Travel Allowance: –Fixed amount (< 500 Km = 250 €; Km = 500 €; Km = 750 € etc.) specified in Work Programme 2008 as well as in Appendix I to Annex I, depending upon the distance from country of origin to country of host institute. –As Travel Distance Calculator please use the following links: By country of origin is meant the place where the researcher was residing or carrying out his/her main activity when taking up recruitment at the start of his/her initial training activities unless (s)he has resided or carried out his/her main activity for less than 12 months in this location immediately prior to this date. In the latter case, the location of origin is the capital city of the country of his/her nationality. In case of a researcher holding more than one nationality, the location of origin is the capital city of the country where the researcher was residing for the longest period during the last 5 years prior to his/her recruitment. For researchers eligible to receive travel allowances, the allowance is based on the direct distance (in a straight line) between the place of origin and the host institution of the researcher, calculated on the basis of one payment for every period of 12 months or less, when the first period or the last one is less than 12 months. Only one travel allowance shall be paid per period of 12 months, independently of possible interruptions or stays with different partners.

Example of Budget Planning for ESR…

Example of Budget Planning for ER…

Researcher Contract Agreement between the fellow and the institution (see Annex III, Article III.4) Salary –Living, mobility and travel allowances –payment arrangements –any deduction Conditions of work Description of the research project Signed by both parties –Does not need to be sent to the REA Declaration on Conformity submitted through SESAM (access only through the coordinator!) – Signed Original to be sent to the REA just after the recruitments - MANDATORY

Career Development Personal Career Development Plan (agreed between the fellow and the supervisor) –short and long-term development goals –training needs including complementary skills –scientific objectives Career Exploratory Allowance –fixed amount of €2.000 –for each researcher with a stay of at least one year

Complementary Training Career appropriate skills –for example: communication, IPR, ethics, grant writing, commercial exploitation of results, research policy, entrepreneurship, language classes, etc. Conference and workshop attendance –eligible costs not to be charged to the researchers

Tuition Fees Should not be charged to the researcher Services charged for in tuition fees are eligible expenses –can be charged to the contract but NOT to the cost categories A to C (allowances entirely for the benefit of the reseacher). Tuition fees can be charged to category E or H. For more details consult the note on tuition fees: –ftp://ftp.cordis.europa.eu/pub/fp7/docs/eligibility_of_tuition_fees.pdfftp://ftp.cordis.europa.eu/pub/fp7/docs/eligibility_of_tuition_fees.pdf

ITN Finances and Budget

General funding principles Eligible costs –Actual –Related to the objectives of the project, consistent with the principles of economy, effeciency and effectiveness –Recorded into accounts of beneficiary –Incurred during the duration of the project except costs incurred in relation to final reports and reports corresponding to the last period as well as Certificates on Financial Statements when requested at the last period and final reviews if applicable (up to 60 days after the end of the project)

Contribution of the Union to the ITN

Eligible costs – activities carried out by the researchers: –all allowances cover gross salary paid to the researcher and include employer social security charges > net salary results from deducting all compulsory social security contributions as well as direct taxes from the gross amounts. –reference date for family situation is the date of recruitment –parental leave: eligible costs = employer costs under national law (if mandatory and not refundable) to be checked with the Project Officer on casa-by-case

Contribution of the Union to the ITN

Claimed costs – Organisation of events: –Meeting and conference attendance, participation in training actions, research costs for recruited fellows: category D –organisation of internal network events (technical meetings, training events not open to external researchers but just for researchers within the network): category E –organisation of international conferences, workshops and events open to researchers from outside the network: category F Participant list to be kept!

Reporting

Project Assessment Reports Progress report Mid-Term review Periodic report Final report Distribution report

Questionnaires Three types of Questionnaire to be submitted by MCA-fellows to assess integration into the research environment and training, career progress, etc. at three different stages of their fellowship: Mid-term assessment questionnaire – at Mid-Term Review Evaluation questionnaire – at the end of the felloship Follow-up questionnaire – 2 years after fellowship Contractual obligation by each beneficiary to ensure that each researcher completes ALL questionnaires, provided by the REA. Therefore please KEEP CONTACT DETAILS of your researchers

Declaration on Conformity To be submitted via SESAM by each beneficiary for each recruited researcher to Coordinator Declaration on conformity is required ASAP after appointment of researcher Print-out copy of Declaration on Conformity must be duly signed by both researcher and host institution and sent per post to the REA through the Coordinator

Contract Implementation RESPECT THE EMPLOYMENT CONTRACT AS AGREED DURING NEGOTIATION Research should be recognized as a profession and researchers as professionals

THANK YOU FOR YOUR ATTENTION