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H2020 Programme
Guide for Applicants
Marie Skłodowska-Curie Actions Individual Fellowships (IF)
Version 1.1
29/05/2018

Disclaimer
This guide aims to facilitate potential applicants. It is provided for information purposes only and is not intended
to replace consultation of any applicable legal sources. Neither the European Commission nor the Research
Executive Agency (or any person acting on their behalf) can be held responsible for the use made of this
guidance document.

HISTORY OF CHANGES
Version

Publication
Date

1.0

12.04.2018

1.1

29.05.2018

Change

Page



Initial version



Clarification in the definition of short stays



Clarification in the definition of length of career break

10, 11, 12,
13, 15

for Career Restart Panel


11

Reference to the mandatory system requirements, the 27
operating systems and browsers actively supported by
the system



Indication to reverse chronological order in the CV

37



Correction in reference to the call IF 2018

38



Correction in the ethics section

43

Note:
National Contact Points (NCPs) have been set up across Europe by the national governments to provide
information and personalised support to H2020 applicants in their native language. The mission of the NCPs is
to raise awareness, inform and advise on H2020 funding opportunities as well as to support potential applicants
in the preparation, submission and follow-up of the grant applications. For details on the NCP in your country
please consult the National Contact Points page. Additionally, you may also consult the website of the EUfunded Network of MSCA NCPs.

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

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TABLE OF CONTENTS
1.

BUDGET, TIMETABLE, AND HOW TO SUBMIT ________________________________________________ 4
1.1.
1.2.
1.3.

2.

INDICATIVE BUDGET ________________________________________________________________ 4
INDICATIVE TIMETABLE ______________________________________________________________ 5
PROPOSAL SUBMISSION _____________________________________________________________ 5

PARTICIPATING ORGANISATIONS __________________________________________________________ 6
2.1.
2.2.
2.3.
2.4.

3.

PARTICIPANT IDENTIFICATION CODE ___________________________________________________ 6
BENEFICIARY ______________________________________________________________________ 6
PARTNER ORGANISATION ____________________________________________________________ 7
OBLIGATIONS OF BENEFICIARIES _______________________________________________________ 8

TYPES OF INDIVIDUAL FELLOWSHIPS AND ELIGIBILITY CONDITIONS ______________________________ 9
3.1.
3.2.

EUROPEAN FELLOWSHIPS (EF)_________________________________________________________ 9
GLOBAL FELLOWSHIPS (GF) __________________________________________________________ 14

4.

WIDENING FELLOWSHIPS (WF) ___________________________________________________________ 15

5.

ADDITIONAL INFORMATION ON DURATION OF FELLOWSHIPS, MOBILITY AND SECONDMENTS ______ 16
5.1.
5.2.
5.3.

6.

DURATION OF FELLOWSHIPS _________________________________________________________ 16
MOBILITY ________________________________________________________________________ 16
OPTIONAL SECONDMENTS __________________________________________________________ 17

FINANCIAL ASPECTS ____________________________________________________________________ 18
6.1.
6.2.
6.3.

7.

RESEARCHER ALLOWANCES__________________________________________________________ 19
INSTITUTIONAL UNIT COSTS _________________________________________________________ 20
BUDGET CALCULATION _____________________________________________________________ 21

THE EVALUATION PROCESS ______________________________________________________________ 22
7.1.
7.2.
7.3.

GENERAL ________________________________________________________________________ 22
ELIGIBILITY AND ADMISSIBILITY CHECK _________________________________________________ 23
EVALUATION OF PROPOSALS_________________________________________________________ 24

8.

PROPOSAL SUBMISSION FORMS (PART A OF THE PROPOSAL)__________________________________ 27

9.

PART B OF THE PROPOSAL_______________________________________________________________ 29
9.1.
9.2.

10.

GENERAL INFORMATION AND INSTRUCTIONS ___________________________________________ 29
TEMPLATE OF PART B OF THE PROPOSAL _______________________________________________ 31
MSCA SPECIAL NEEDS ALLOWANCE _____________________________________________________ 44

ANNEX 1 – OVERVIEW OF THE ACTIONS ________________________________________________________ 45
ANNEX 2 – FURTHER INFORMATION AND HELP __________________________________________________ 46
ANNEX 3 – HOW TO COMPLETE THE PROPOSAL SUBMISSION FORMS (PART A) OF THE PROPOSAL _______ 47
ANNEX 4 – LIST OF DESCRIPTORS______________________________________________________________ 53

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Individual Fellowships (IF) 2018

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DEFINITIONS
Europe: EU Member States (MS) and their overseas departments (including Overseas Countries and Territories
(OCT) linked to MS) and Associated Countries (AC).
Associated Country (AC) is a third country which is party to an international agreement with the Union, as
identified in Article 7 of Regulation (EU) No 1291/2013. The full list is available here.
Non-associated Third Countries (TC) are countries which are neither EU Member States (MS), nor associated
to Horizon 2020 (AC)1.
Action refers to the individual research project proposed for funding.
The Academic Sector are public or private higher education establishments awarding academic degrees, public
or private non-profit research institutes whose primary mission is to pursue research, and international European
interest organisations, as defined in Article 2.1(12) of the Horizon 2020 Rules for Participation Regulation
(EU)No. 1290/2013.
The Non-Academic Sector encompasses socio-economic actors not included in the academic sector, i.e. nonacademic organisations, from industry to business (including SMEs), government, civil society organisations
(NGOs, trusts, foundations, etc.), cultural institutions, museums, hospitals, and international organisations (e.g.
the UN or WHO) fulfilling the requirements of the Horizon 2020 Rules for Participation Regulation (EU)No.
1290/2013.
The Beneficiary is the legal entity that signs the Grant Agreement and has the complete responsibility for the
proper implementation of the action. It contributes directly to the implementation of the research, transfer of
knowledge and training activities by recruiting, supervising, hosting or training a MSCA-funded researcher.
The Partner Organisation contributes to the implementation of the action, but does not sign the Grant
Agreement
The Experienced Researcher (ER) must be, at the date of the call deadline, in possession of a doctoral degree
or has at least four years of full-time equivalent research experience.
Full-Time Equivalent Research Experience is measured from the date when a researcher obtained the degree
entitling him/her to embark on a doctorate, either in the country in which the degree was obtained or in the
country in which the researcher is recruited, even if a doctorate was never started or envisaged.
The Supervisor is the scientist appointed at the beneficiary to supervise the researcher throughout the whole
duration of the action.
Long-term residence means a period of legal and continuous residence within EU Member States or Horizon
2020 Associated Countries of at least 5 consecutive years. Periods of absence from the territory of the Member
State or Horizon 2020 Associated Country shall be taken into account for the calculation of this period where
they are shorter than 6 consecutive months and do not exceed in total ten months within this period of five years.
The Marie Skłodowska-Curie Actions part of the H2020 Work Programme2 provides the legal basis for this
call for proposals.

1
2

The full list of countries eligible for funding can be consulted in the General annex A to the Work Programme.
European Commission Decision C(2017)7124 of 27 October 2017

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1. BUDGET, TIMETABLE, AND HOW TO SUBMIT
The Marie Skłodowska-Curie actions (MSCA) aim to support the career development and
training of researchers in all scientific disciplines through international and intersectoral
mobility.
By funding excellent research and providing attractive working conditions, the MSCA offer
high quality professional opportunities open to researchers of any age, nationality or
discipline.
The MSCA have a bottom-up approach, i.e. research fields are chosen freely by the
applicants. All domains of research and technological development are eligible for funding
(except areas of research covered by the EURATOM Treaty3).
The goal of the Individual Fellowships is to enhance the creative and innovative potential of
experienced researchers wishing to diversify their individual competence in terms of skill
acquisition through advanced training, international and intersectoral mobility. Individual
Fellowships provide opportunities to acquire and transfer new knowledge and to work on
research and innovation in Europe (EU Member States and Associated Countries) and
beyond. The scheme particularly supports the return and (re)integration of European
researchers from outside Europe and those who have previously worked here, as well as
researchers displaced by conflict outside the EU and Horizon 2020 Associated Countries. It
also promotes the career restart of individual researchers who show great potential.
This Guide is based on the rules and conditions contained in the legal documents relating to
Horizon 2020 (in particular the Horizon 2020 Framework Programme and Specific
Programme, Rules for Participation, and the Work Programme), all of which can be consulted
via the Participant Portal.

1.1. INDICATIVE BUDGET
The indicative budget is EUR 273 million, and is distributed as follows:
•
•

•

Global Fellowships: EUR 45 million distributed between the scientific areas
based on the number of eligible proposals received in each of these areas.
European Fellowships: EUR 220 million distributed between its panels
(except for the Society and Enterprise Panel) based on the number of eligible
proposals received in each of the panels.
Society and Enterprise Panel: EUR 8 million.

The distribution of the indicative budget of the call will be proportional to the number of
eligible proposals received in each panel, except where a specific budget for a
multidisciplinary panel has been fixed in the call. However, there is a higher weighting
for the proposals of the IF Career Restart Panel (CAR) and the IF Reintegration Panel
(RI). During the budget distribution, the CAR eligible proposals will have a weighting of

3

EURATOM is a complementary research programme for nuclear research and training.

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Individual Fellowships (IF) 2018

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2 times the weighting of the eligible proposals in the other panels. For RI the weighting
will be 1.5 times higher.

1.2. INDICATIVE TIMETABLE
Publication of call

27 October 2017

Opening of call

12 April 2018

Deadline for submission of proposals

12 September 2018 at 17:00:00,
Brussels local time

Evaluation of proposals

October - December 2018

Information on the outcome of the February 2019
evaluation
Indicative date for the signature of Grant March - May 2019
Agreements
Possible start date of the Action

1 March 2019 – 1 September 2020

1.3. PROPOSAL SUBMISSION
Proposals must be submitted electronically, using the European Commission's Online
Submission Service (SEP) accessible via the Participant Portal.
The proposal should be prepared by the researcher in cooperation with the applicant
organisation, which is represented by the main supervisor in the framework of the
proposal. The experienced researcher and the supervisor must be two different people.
Proposals can be submitted by the researcher. However, the submission of the proposal
(and other actions that follow this procedure such as withdrawal) falls under the final
responsibility of the applicant organisation as represented by the main supervisor.
Proposals must be submitted before Thursday 12 September 2018, 17:00:00
Brussels time. To avoid missing the deadline, you should submit your proposal as
soon as possible, as it remains possible to reopen, edit and resubmit your proposal as
many times as required before the call deadline. Only the last submitted version will be
evaluated.

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Any complaint regarding proposal submission failure will only be successful if the IT
audit trail shows that there was a technical problem at the EC side which prevented
submission.4
Only one proposal per researcher may be submitted to this call. In the event of multiple
submissions, the Research Executive Agency (REA) will contact the supervisor and
researcher, who will then choose the proposal to be evaluated:
- In case no reply is received, the first submitted proposal will be evaluated.
- In case of disagreement between supervisor and researcher, the supervisor's opinion
prevails.
Any other submitted proposals involving the same researcher will not be evaluated.
However, note that a supervisor can be involved in more than one proposal.

2. PARTICIPATING ORGANISATIONS
2.1. PARTICIPANT IDENTIFICATION CODE
Each beneficiary (and partner organisation for Global Fellowships) has to have a
Participant Identification Code (PIC).
In case the beneficiary does not yet have a PIC, the researcher should ask the future
beneficiary (and partner organisation in the TC if applicable) to register, and under no
circumstances register the organisation themselves.

2.2. BENEFICIARY
The beneficiary (see Definitions) is the host organisation located in a MS or AC that
recruits the experienced researcher and ensures, through appointment of a supervisor, the
necessary training of the researcher. The beneficiary signs the Grant Agreement, receives
funding, claims costs, and takes complete responsibility for the proper implementation of
the action.
Where necessary, the beneficiary may call upon entities with which they have a capital or
legal link5 to carry out work under the action (i.e. hosting and training the researcher).
Their involvement must be clearly described in the Part B of the proposal (in particular,
the name of the entity, type of link with the beneficiary and tasks to be carried out) and

4

As mentioned in the Grants Manual - Section on Lodging A Complaint About Failed Submission.

5

‘Entities with a capital or legal link’ are entities that have a link with the beneficiary, in particular, a legal or capital link,
which is neither limited to the action nor established for the sole purpose of its implementation. See also MSCA-IF MGA
ARTICLE 8 — RESOURCES TO IMPLEMENT THE ACTION — THIRD PARTIES INVOLVED IN THE ACTION of
the Annotated Grant Agreement

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will be assessed as part of the evaluation. However, only the beneficiary can recruit the
researcher and remains fully responsible for the correct implementation of the action.
Entities with a capital or legal link must fulfil the same conditions for participation and
funding as the beneficiary (for instance, be established in an EU Member State or H2020
associated country).
Example: A university clinical hospital depends on the regional health system
and does not have legal personality of its own. The hospital has a foundation
under its control and this foundation recruits researchers working at the
university clinic. In this case, the foundation should apply as a beneficiary,
describing the set-up and the competence of the university clinical hospital
where the research training activities described in the proposal will be
implemented.
Attention: Research performed at entities with a capital or legal link to the beneficiary is
not considered as a secondment (for details on secondments see chapter 5).
International Organisations
An international organisation located in a MS or AC may be entitled to participate as a
beneficiary or partner organisation. The expert evaluators will verify that at least one of
the following conditions is fulfilled:
-

The participation is deemed essential for carrying out the action by the Commission
or the relevant funding body
Such funding is provided for under a bilateral scientific and technological
agreement 6 or any other arrangement between the Union and the international
organisation

An "International European Interest Organisation" (IEIO) is an international organisation,
the majority of whose members are Member States or Associated Countries, and whose
principal objective is to promote scientific and technological cooperation in Europe.7
For the purpose of the IF actions, IEIOs are considered as legal entities established in a
MS or AC. This rule also applies to the European Commission Joint Research Centre
(JRC) or to an 'entity created under Union law'.8

2.3. PARTNER ORGANISATION
Partner organisations contribute to the implementation of the action, but do not sign the
Grant Agreement. However, beneficiaries are encouraged to sign a partnership agreement
with the partner organisations (for the internal relationship between participating
organisations). These partnership agreements must comply with the Grant Agreement.
6

The list of bilateral treaties signed by the EU is available in the Treaties Office database.
See Article 2.1(12) of the Horizon 2020 Rules for Participation Regulation.
8
See Article 9(2) of the Horizon 2020 Rules for Participation Regulation.
7

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There are two types of partner organisations:
1.

Organisations in MS or AC (for all types of actions) that host the researcher during
optional secondments and provide additional training. These partner organisations
are not requested to provide any supporting documents (e.g. letter of commitment).

2.

Only for Global Fellowships, organisations located in the TC that host the
researcher during the compulsory outgoing phase and provide additional
training.These partner organisations need to provide a letter of commitment at the
proposal stage and may exceptionally sign an additional employment contract with
the researcher to ensure equivalent social security coverage during the stay in the TC.
Such an additional contract does not increase the total budget for the action.
Example: A French experienced researcher is recruited for a Global
Fellowship by a German beneficiary and will be hosted during the outgoing
phase by an organisation in the USA. The employment contract with the
German beneficiary is concluded for the total duration of the action. In
addition, the US host organisation concludes an additional employment
contract with the researcher for the duration of the outgoing phase to ensure
equivalent social security coverage. This may enable the researcher to work
under the conditions applicable to local researchers holding a similar
position (e.g. regarding medical/social insurance).

2.4. OBLIGATIONS OF BENEFICIARIES9
The European Commission policy towards researchers involves the improvement of their
working conditions and the promotion of mobility in order to open up new perspectives
for research careers in Europe. The MSCA aim to act as a catalyst in this respect.
Beneficiaries are required to ensure certain working conditions for the researcher, as
explained in the Information package for MSCA fellows, which should be in line with the
principles set out in the European Charter for Researchers and in the Code of Conduct for
the Recruitment of Researchers (Charter and Code).
The principles of the European Charter for Researchers and Code of Conduct for the
Recruitment of Researchers (Charter and Code) promoting open recruitment and
attractive working and employment conditions are a cornerstone of the MSCA and all
beneficiaries must take all measures to implement them in line with the provisions of the
Grant Agreement.

9

For detailed information, see "Article 32 – Recruitment and working conditions for the recruited researcher" of the grant
agreement.

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3. TYPES OF INDIVIDUAL FELLOWSHIPS AND ELIGIBILITY CONDITIONS
Proposals for IF involve a single beneficiary located in a MS or AC.
Applicants have to indicate at submission stage in which of the eight scientific areas their
research topic fits best:
•
•
•
•
•
•
•
•

Chemistry (CHE)
Social Sciences and Humanities (SOC)
Economic Sciences (ECO)
Information Science and Engineering (ENG)
Environment and Geosciences (ENV)
Life Sciences (LIF)
Mathematics (MAT)
Physics (PHY)

Proposals will be evaluated in the selected scientific area, in order to have an optimal expert
allocation.
In Standard European Fellowships and Global Fellowships, the selection of the scientific area
will also determine the list in which the proposal will be ranked.
A table summarising the results and funding thresholds for the previous call can be consulted
here.
For all types of action the beneficiary must check the information regarding the
experienced researcher's eligibility at the call deadline (i.e. diploma, research experience,
career break, residency, mobility, family status, etc.).
In case of doubts about the researcher's eligibility, the submission of documentary
evidence may be requested by the REA after the call deadline.
3.1. EUROPEAN FELLOWSHIPS (EF)
Standard European Fellowships (EF-ST)
The Standard European Fellowships are divided into eight scientific areas and provide
financial support to individual researchers undertaking international mobility.
1. The researcher must be an experienced researcher (see Definitions). Periods of
inactivity in research (e.g. unemployment, periods of employment outside
research, parental or sick leave) do not count towards the time of research
experience.
2. The researcher may be of any nationality. No age restrictions apply.
3. The researcher must move or have moved from any country to the MS or AC
where the beneficiary is located. Specifically:

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The researcher cannot have resided or carried out his/her main activity (work,
studies, etc.) in the country of the beneficiary for more than 12 months in the three
years immediately before the call deadline.
For beneficiaries that are international European interest organisations (IEIO) or
international organisations located in a MS or an AC, the experienced researcher
must not have spent more than 12 months in the three years immediately before
the call deadline in the same appointing organisation.
Compulsory national service, short stays such as holidays and time spent as part of
a procedure for obtaining refugee status (under the 1951 Geneva Convention and
the 1967 Protocol) are not taken into account.
Short stays are characterised by the type of activity rather than by a specific
number of days. A period can only be considered as a short stay if the researcher
did not reside or did not have their main activity (work, studies, etc.) in the country
during that period (such as holidays).
After the call deadline, EF-ST proposals not complying with the EF-ST eligibility
conditions but complying with the conditions of another panel will be automatically
transferred there.
Career Restart Panel (EF-CAR)
The Career Restart Panel (CAR) is a multidisciplinary panel of the EF which provides
financial support to individual researchers who wish to resume research in Europe after a
career break (e.g. after parental leave, working outside research, etc.).
1. The researcher must be an experienced researcher (see Definitions). Periods of
inactivity in research (e.g. unemployment, periods of employment outside
research, parental or sick leave) do not count towards the time of research
experience.
2. The researcher may be of any nationality. No age restrictions apply.
3. The researcher must move or have moved from any country to the MS or AC
where the beneficiary is located. Specifically:
The researcher cannot have resided or carried out the main activity (work, studies,
etc.) in the country of the beneficiary for more than three years in the five years
immediately before the call deadline.
For beneficiaries that are international European interest organisations (IEIO) or
international organisations located in a MS or an AC, the experienced researcher
must not have spent more than three years in the five years immediately before the
call deadline in the same appointing organisation.

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Compulsory national service, short stays such as holidays and time spent as part of
a procedure for obtaining refugee status (under the 1951 Geneva Convention and
the 1967 Protocol) are not taken into account.
Short stays are characterised by the type of activity rather than by a specific
number of days. A period can only be considered as a short stay if the researcher
did not reside or did not have their main activity (work, studies, etc.) in the country
during that period (such as holidays).
4. The experienced researcher must have had a career break in research, i.e. they
were not active in research for a continuous period of at least 12 months within
the eighteen months immediately prior to the deadline for submission of proposals
(i.e. between 13 March 2017 and 12 September 2018).
‘Active in research’ means being employed or holding a scholarship in
research. Parental leaves and unpaid leaves of absence will not be counted as
periods of active engagement in research, even if a formal employment
relationship exists during these periods. Publication activities or mere association
to a university (i.e. any other link to the university that is not considered as an
employment contract or a fellowship agreement) are not taken into account either.
Example of 'mere association': the researcher is allowed to use the
facilities of the university; he/she is sent to a conference by or on behalf
of the university; or is enrolled in a bachelor's/master's or other nonresearch related degree at the university.
The professional status confirming the eligibility of the researcher (e.g. unemployment,
periods of employment outside research, parental or sick leave) must be clearly explained
in the proposal, both in the Proposal Submission Forms (Part A)10 and Part B11.
After the call deadline, EF-CAR proposals not complying with the EF-CAR eligibility
conditions but complying with the conditions of another panel (including the maximum
duration) will be automatically transferred there.
Reintegration Panel (EF-RI)
The Reintegration Panel is a multidisciplinary panel of the EF dedicated to researchers
who wish to return and reintegrate in a longer term research position in Europe.
1. The researcher must be an experienced researcher (see Definitions). Periods of
inactivity in research (e.g. unemployment, periods of employment outside
research, parental or sick leave) do not count towards the time of research
experience.

11

Section 4 - CV of experienced researcher

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The researcher must be a national or long-term resident of a MS or AC (see
Definitions and Example). No age restrictions apply.
2. The researcher must move or have moved directly from a TC to the MS or AC
where the beneficiary is located. Specifically:
The researcher cannot have resided or carried out the main activity (work, studies,
etc.) in the country of the beneficiary for more than three years in the five years
immediately before the call deadline.
Eligible: the researcher has worked in the United States for the past
year. He moved back to Portugal three months ago and submits a
proposal with a Portuguese host ('direct mobility').
Eligible: the researcher has worked in the United States for the past
year. For the last month, he visited his parents in Portugal without main
activity. He now submits a proposal with a German host ('direct mobility'
with short stay).
Not eligible: the researcher has worked in the United States for the past
year. For the last three months, his main activity has been in Portugal,
where he has an employment contract. He now submits a proposal with a
German host ('indirect mobility').
For beneficiaries that are international European interest organisations (IEIO) or
international organisations located in a MS or an AC, the experienced researcher
must not have spent more than three years in the five years immediately before the
call deadline in the same appointing organisation.
Example of 'direct mobility': the researcher has worked in South Africa
for the past year. She moved to an IEIO located in France six months ago
and submits a proposal with a host, which is the same IEIO. She has not
worked in that IEIO for more than 36 months in the last 5 years. The
proposal is eligible.
Compulsory national service, short stays such as holidays and time spent as part of
a procedure for obtaining refugee status (under the 1951 Geneva Convention and
the 1967 Protocol) are not taken into account.
Short stays are characterised by the type of activity rather than by a specific
number of days. A period can only be considered as a short stay if the researcher
did not reside or did not have their main activity (work, studies, etc.) in the country
during that period (such as holidays).
After the call deadline, EF-RI proposals not complying with the RI eligibility conditions
but complying with the conditions of another panel will be automatically transferred there.

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Society & Enterprise Panel (EF-SE)
The Society & Enterprise Panel is a multidisciplinary panel of the EF dedicated to career
opportunities for researchers seeking to work on research and innovation projects in an
organisation from the non-academic sector.
1. The researcher must be an experienced researcher (see Definitions). Periods of
inactivity in research (e.g. unemployment, periods of employment outside
research, parental or sick leave) do not count towards the time of research
experience.
2. The researcher may be of any nationality. No age restrictions apply.
3. The researcher must move or have moved from any country to the MS or AC
where the beneficiary is located. Specifically:
The researcher cannot have resided or carried out the main activity (work, studies,
etc.) in the country of the beneficiary for more than three years in the five years
immediately before the call deadline.
For beneficiaries that are international organisations located in a MS or an AC, the
experienced researcher must not have spent more than three years in the five years
immediately before the call deadline in the same appointing organisation.
Compulsory national service, short stays such as holidays and time spent as part of
a procedure for obtaining refugee status (under the 1951 Geneva Convention and
the 1967 Protocol) are not taken into account.
Short stays are characterised by the type of activity rather than by a specific
number of days. A period can only be considered as a short stay if the researcher
did not reside or did not have their main activity (work, studies, etc.) in the country
during that period (such as holidays).
4. The beneficiary must be an entity from the non-academic sector (see
Definitions).
After the call deadline, EF-CAR, EF-RI and EF-ST proposals with beneficiaries that have
a non-academic status will be transferred to the EF-SE Panel, if they comply with the
conditions of the EF-SE Panel and if this would be in their benefit. EF-SE proposals with
beneficiaries having an academic status will be transferred to an EF panel under which the
academic status is permitted.
The status of the organisation and the decision to transfer proposals is ultimately
determined by the legal validation of the beneficiary, which takes place if the beneficiary
is invited to start the Grant Agreement Preparation. It is therefore important that
beneficiaries considering themselves to be non-academic apply directly for the EF-SE
Panel.

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If the non-academic status of an EF-SE proposal is not confirmed by the validation
services at the moment of the Grant Agreement Preparation, the proposal will be
transferred to an EF panel under which the academic status is permitted. This might imply
that the invitation for the Grant Agreement Preparation is withdrawn, should the proposal
consequently not meet the eligibility requirements for this panel or if the scoring cut-off to
receive funding is not reached.

3.2. GLOBAL FELLOWSHIPS (GF)
Global Fellowships are based on an outgoing phase during which the researcher
undertakes mobility to a partner organisation in a TC for a period of between 12 and 24
months, followed by a mandatory 12-month return period to the beneficiary located in a
MS or AC.
1. The researcher must be an experienced researcher (see Definitions). Periods of
inactivity in research (e.g. unemployment, periods of employment outside
research, parental or sick leave) do not count towards the time of research
experience.
2. The researcher must be national or long-term resident of a MS or AC (see
Definitions). No age restrictions apply.
Example 1 - long term resident: An Indian national resides in Latvia
from January 2013 to May 2014, moves back to India from June to
September 2014, and resides in Israel from October 2014 to September
2018.
Example 2 – not a long term resident: An Indian national resides in
Latvia from January 2013 to May 2014, moves back to India from June
2014 to September 2015, and resides in Israel from October 2015 to
September 2018.

3. The researcher must move or have moved from any country to the partner
organisation located in the TC. Specifically:
The researcher cannot have resided or carried out their main activity (work,
studies, etc.) in the country of the TC partner organisation where the outgoing
phase takes place for more than 12 months in the three years immediately before
the call deadline.
For international organisations located in a TC, the experienced researcher must
not have spent more than 12 months in the three years immediately before the call
deadline at the same partner organisation.

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Compulsory national service, short stays such as holidays and time spent as part of
a procedure for obtaining refugee status (under the 1951 Geneva Convention and
the 1967 Protocol) are not taken into account.
Short stays are characterised by the type of activity rather than by a specific
number of days. A period can only be considered as a short stay if the researcher
did not reside or did not have their main activity (work, studies, etc.) in the country
during that period (such as holidays).
4.

a. The beneficiary must be located in an MS or AC, and,
b. The partner organisation for the outgoing phase must be located in a TC
and is the entity where the outgoing phase takes place.

The partner organisation has to provide an up-to-date letter of commitment which should
be included in Part B of the proposal, to confirm their real and active participation in the
proposed action. Their precise role should also be clearly described in the proposal. If the
letter of commitment of the partner organisation is not provided, the proposal will be
considered incomplete and therefore will be declared inadmissible.
The mandatory return phase for the experienced researcher in the European host
organisation (the beneficiary) is essential for the successful achievement of the objectives
of this action.
In case of non-fulfilment of this condition, the REA may ask the beneficiary to reimburse
the total amount received for the benefit of the researcher under the Grant Agreement.
After the call deadline, GF proposals not complying with the GF eligibility conditions but
complying with the conditions of another panel will be automatically transferred there.

4. WIDENING FELLOWSHIPS (WF)
The Widening Fellowships aim at providing support to researchers, regardless of their
nationality, to undertake their fellowship in a Widening Country,12 in order to help spread
excellence and close the research and innovation gap within Europe. A budget (EUR 5
million) has been earmarked under the Work Programme "Spreading Excellence and
Widening Participation" to fund proposals with a host organisation located in a Widening
Country, submitted to the MSCA-IF-2018 call13 but which failed to receive funding under this
call. At submission stage applicants are asked in section 5 (Call Specific Questions)
whether or not they wish to be considered for this funding opportunity (see Annex 3).
The normal award criteria, scoring and thresholds for MSCA-IF will apply. EF proposals
from all scientific areas which cannot be funded under EF and have a chance to be funded
under WF will therefore be ranked in one single list according to the scores and evaluation
12

Member States: Bulgaria, Croatia, Cyprus, Czech Republic, Estonia, Hungary, Latvia, Lithuania, Luxembourg, Malta,
Poland, Portugal, Romania, Slovakia and Slovenia. Associated Countries: Albania, Armenia, Bosnia and Herzegovina, Faroe
Islands, Former Yugoslav Republic of Macedonia, Georgia, Moldova, Montenegro, Serbia, Tunisia, Turkey and Ukraine.
13
This only applies to European Fellowships; the Global Fellowships are excluded from the Widening call.

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procedure (including the prioritisation in case of ex aequo) of the MSCA-IF call. The MSCAIF model Grant Agreement will apply to all Widening Fellowships. The only
implementing difference with MSCA-IF is that researchers supported by the Widening
Fellowships will not formally be considered as MSCA fellows, and thus will not be entitled to
receive the MSCA certificate.
Host organisations from Widening Countries will be informed simultaneously about the
results of the evaluation for both MSCA-IF-2018 and the Widening Fellowships call, i.e. all
applicants eligible for transfer to the WF call will receive a standard IF evaluation result letter
and an attached WF evaluation result letter. The Seal of Excellence will be awarded to all IF
proposals eligible to receive it. There is no Seal of Excellence for WF proposals.

5. ADDITIONAL INFORMATION ON
MOBILITY AND SECONDMENTS

DURATION

OF

FELLOWSHIPS,

5.1. DURATION OF FELLOWSHIPS
The duration of Standard, Society & Enterprise and Reintegration European Fellowships
is between 12 and 24 months.
The duration of Career Restart European Fellowships is between 12 and 36 months.
The duration of Global Fellowships is between 24 and 36 months. For the Global
Fellowships there is an outgoing phase between 12 and 24 months, and an additional
mandatory 12 month return phase.

5.2. MOBILITY
The European Commission considers mobility between organisations to be asset for the
personal and career development of researchers. Such mobility strengthens intersectoral
collaboration, and promotes the acquisition of new skills and knowledge thereby
contributing to increased research creativity, efficacy and performance.
The mobility of the researcher to another country is an eligibility criterion for receiving
MSCA funding, while mobility between the academic and non-academic sector is also
encouraged as this would further advance research and innovation.
The MSCA mobility rules do not necessarily relate to the location(s) stated in the current
or previous employment contract(s) of the researcher. It is the actual location(s) of
residence that is taken into account, not the country(ies) of legal residence. The two
determining elements are the actual place of residence and the place of main
activity. Supporting documents may be requested to confirm the place of residence and
the place of main activity, such as employment contracts, work permits, rental contracts,
residence certificates etc.

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5.3. OPTIONAL SECONDMENTS
During the implementation of the action the experienced researcher may be seconded
outside their host organisation to an organisation in a MS or AC. Secondments of the
researcher to partner organisations are encouraged, but they should be relevant, feasible,
and beneficial for the researcher and in line with the project objectives. Applicants should
therefore consider carefully whether the research would be advanced by a secondment,
and whether it should take place in the academic or non-academic sector.
Any secondment must be clearly specified in Section 5 of Part B of the proposal and
justified where relevant in the other sections of Part B. However, no letter of
commitment is required. If the partner organisation where the secondment takes place is
not identified at the proposal stage, it is essential that Part B of the proposal contains as
much information as possible on the sector, place, timing and duration, and its overall
purpose.
The maximum duration of secondments is defined according to the total duration of the
fellowship:
Duration of the fellowship

Maximum duration
of secondment

≤ 18 months

3 months

> 18 months

6 months

The secondment phase can be a single period or can be divided into shorter mobility
periods. It can take place at one or more organisations, which can be located in the same
country as the beneficiary. A secondment is allowed during any phase of the project to
any entity located in a MS/AC. While secondments can take place within the same sector,
inter-sectoral secondments are highly encouraged. Entities with a capital or legal link
with the host organisation cannot host secondments.
For Global Fellowships, such an optional secondment can also take place at the start of
the action at the beneficiary or its entity with a capital or legal link and/ or a partner
organisation in a MS or AC for a maximum of 3 months, allowing the researcher to spend
time there before moving on to a partner organisation in a Third country. In such cases,
the initial secondment will be considered as part of the outgoing phase.
The quality and degree of involvement of partner organisations and the impact of the
secondments will be assessed by the expert evaluators according to the evaluation
criteria. In all cases the secondment must be meaningful and appropriate to the type
of fellowship and research field.
It is essential for the applicants to clearly distinguish "secondments" from short visits
(for example for field work) since they have a different nature and pursue different
objectives (see Definitions). A short visit is not a "secondment", and therefore the country
where a short visit takes place can be chosen freely.

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• Secondments are planned in advance, and are an integral part of the research
proposal.
• Secondments imply mobility to a partner organisation in a MS or AC with specific
supervision arrangements. Short visits imply mobility to another location outside
the physical premises of the beneficiary. However, the work done is supervised
directly by the beneficiary.
• Short visits can only represent a small part of the action.
• When a short visit to a TC takes place, the beneficiary shall ensure compliance
with the applicable Horizon 2020 ethical framework and the corresponding
provisions of the Grant Agreement.
Any secondments not complying with the above criteria will be disregarded by the
evaluators.
6. FINANCIAL ASPECTS
The financial support for Marie Skłodowska-Curie IF takes the form of a grant covering
100% of the action’s eligible costs. These are not related to the real costs of the action, but are
calculated exclusively based on the fixed units set out in the Work Programme.
Complete details regarding contractual obligations that bind all beneficiaries can be found in
the model Grant Agreement and its annotated version, both of which are available on the
Participant Portal.
What types of monthly expenses are covered?
The European Union contribution and rates under this action are set out in Part 3 of the Work
Programme 2018-2020 and cover:
•
•
•

Living, mobility and family allowances for the researcher
Research, training and networking costs
Management and indirect costs

Individual
Fellowships

Researcher unit cost in EUR

Institutional unit cost in EUR

person/month

person/month

Living

Mobility

Family

Allowance

Allowance

Allowance

4,880

600

500

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Research,
training and
networking
costs

Management
and indirect
costs

800

650

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6.1. RESEARCHER ALLOWANCES
Living allowance and employment contract
The living allowance is the EU contribution to the gross salary costs of the researcher and
amounts to EUR 4,880 per month. It can only be used to this end.
This amount is adjusted through the application of a country correction coefficient
(CCC) for the cost of living according to the country in which the beneficiary is located.
For the outgoing phase of the Global Fellowship, the country correction coefficient of the
TC partner organisation will be applied. However, the adjusted amount will not change in
case of secondments to a partner organisation in another MS or AC. The country
correction coefficients that will be applied are indicated in Table 1 in Part 3 of the Work
Programme (Marie Skłodowska-Curie actions).
During the implementation phase of the action, researchers may opt to work part-time in
order to pursue supplementary activities. These might include creating a company, or
engaging in advanced studies not related to the MSCA grant. Note, however, that parttime work on these grounds cannot be requested during the outgoing phase of the Global
Fellowships. Any supplementary activities carried out part-time in parallel with the
MSCA action must be agreed upon by the researcher and the beneficiary and are subject
to the prior approval of the REA.
Important notice on Living Allowance
The living allowance is a gross amount. The net salary results from deducting all
compulsory (employer/employee) social security contributions as well as direct taxes
(e.g. income tax) from the gross amounts. The host organisation may pay a top-up to the
recruited researcher in order to complement this contribution.
The rate indicated above is for researchers devoting themselves to the action on a fulltime basis. In case of part-time, costs will be reported as pro-rata of the full-time (30
days/month) unit cost.
The beneficiary must appoint the eligible experienced researcher under an employment
contract or other direct contract with equivalent benefits, including social security
coverage, for the duration of the action.
In the case of secondments to partner organisations, the social security provision should
also cover the researcher during these periods.
The beneficiary implementing the action must recruit the researcher under an
employment contract or other direct contract with equivalent benefits, including social
security coverage (type A). Fixed amount fellowships (type B) are permitted only in
cases when national law prohibits full employment contracts/equivalent direct contracts,
and then only with the prior approval of the REA. In this case, the living allowance will
be reduced by 50%. The minimum required is that the researcher is covered under a
social security scheme providing at least sickness and parental benefits, cover for

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invalidity and accidents at work and occupational diseases, and covering the researcher in
every place of implementation of the IF activities. Other cost categories are not affected
by this reduction.
Mobility allowance
In addition to the living allowance, a mobility allowance will be paid to recruited
researchers amounting to EUR 600 per month.
Family allowance
A family allowance will be paid in case the researcher has family obligations. In this
context, family is defined as persons linked to the researcher:
(i) by marriage
(ii) by a relationship with equivalent status to a marriage recognised by the legislation
of the country or region where this relationship was formalised
(iii) as dependent children who are actually being maintained by the researcher
This allowance amounts to EUR 500 per month.
The family status of a researcher will be determined at the date of deadline of the call (i.e.
12 September 2018) and will not be revised during the lifetime of the action.
Important notice on Mobility and Family allowances
The mobility and family allowances are fixed amounts, regardless of the country of
recruitment, and are subject to the tax laws of the country of recruitment.

6.2. INSTITUTIONAL UNIT COSTS
Research, training and networking costs
This amounts to EUR 800 per month and is managed by the beneficiary to contribute to
expenses related to:






costs for training and networking activities that contribute directly to the
researcher’s career development (e.g. participation in conferences, trips related to
the work of the action, training, language courses, seminars, lab material, books,
library records, publication costs)
costs for research expenses
costs for visa-related fees and travel expenses
additional costs arising from secondments (e.g. travel costs, accommodation costs
for optional secondments)

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Research, training and networking unit costs should be used for the research, training and
networking activities outlined in Part B of the proposal, but unused amounts may be used
for other action-related purposes (e.g. to increase the salary of a researcher or to organise
additional training activities).
Management and indirect costs
This amounts to EUR 650 per month, which is to be used for the management and
indirect costs of the action.
6.3. BUDGET CALCULATION
The EU contribution will be automatically calculated from the information provided
in Part A of the proposal using the rates and coefficients given in Tables 1 and 2 of the
Work Programme.14
It is crucial that the information given in Part A about the participating organisations and
researcher is correct and up-to date and that it is identical to the information given in Part
B.
Example - European Fellowship
A French researcher without family obligations who obtained his PhD in Chemistry in
France on 15 June 2014 applies for an EF-ST jointly with a university in Germany for a
24-month fellowship in the CHE scientific area. During the last 3 years he was in
Germany for 5 months. Part B provides for a secondment split in 2 periods of each 2
months at an industrial partner in Ireland.

14

A tool that gives an indication of the EU contribution based on the relevant data (e.g. country of the host institution,
duration, etc.) is available in the section 'Topic Conditions and Documents' of the IF-2018 call in the Participant Portal.

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Example - Global Fellowship
A married Chinese researcher obtained her PhD in Physics on 15 May 2008 in Sweden
and was employed full-time since 16 May 2008 in Poland. The researcher applies for a
GF in the PHY scientific area with a 24-month outgoing phase to a university in the USA
and a 12-month mandatory return period in Spain.

7. THE EVALUATION PROCESS
7.1. GENERAL
Proposals are submitted in a single stage and evaluated in one step. The evaluation of
proposals is carried out by the REA with the assistance of independent experts.
REA staff ensure that the process is fair and in line with the principles contained in the
Commission's rules on Proposal submission and evaluation and the relevant sections of
the MSCA Work Programme.
Experts perform evaluations on a personal basis, not as representatives of their employer,
their country or any other entity. They are required to be independent, impartial and
objective, and to behave throughout in a professional manner. They sign an expert
contract, including a declaration of confidentiality and absence of conflict of interest,
before beginning their work. Confidentiality rules must be adhered to at all times before,
during and after the evaluation.
In each of the eight scientific areas (panels) a Chairperson ("Chair"), assisted by
several Vice-Chairs (depending on the size of the panel) will assist REA staff with the
management of the evaluation. Chairs and Vice-Chairs are distinguished members of the
scientific community who do not evaluate proposals. Their tasks include the following:

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finalising the assignment of three experts to each proposal, providing guidance to
evaluators, checking the quality and consistency of the experts' reports, attending the
panel review meetings to endorse the final ranked lists of proposals for funding.
In addition, an independent observer will be appointed by the REA to observe and
report on the evaluation process. The observer gives feedback and advice to the REA and
the European Commission on the conduct and fairness of the evaluation sessions, on the
way in which the experts apply the evaluation criteria, and on ways in which the
procedures could be improved. The observer does not take part in the evaluation and will
not express views on the proposals under examination or on the experts’ opinions on the
proposals.
Under the terms of their contract, all experts must declare beforehand any known
conflicts of interest, and must immediately inform the responsible REA staff member if
they detect a conflict of interest during the course of the evaluation.
The expert contract also requires experts to maintain strict confidentiality with respect
to the whole evaluation process. They must follow any instruction given by the REA to
ensure this. Under no circumstance may an expert attempt to contact an applicant on
his/her own account, either during the evaluation or afterwards.

7.2. ELIGIBILITY AND ADMISSIBILITY CHECK
On 12 September 2018, 17:00:00 Brussels time, all proposals submitted through the
electronic submission system of the Participant Portal will be registered in a database.
Any documents received via any other means will not be taken into account.
Admissibility 15 and eligibility criteria for each proposal are checked by REA staff.
Proposals which do not fulfil these criteria will not be evaluated. Applicants will be
informed within five months after the call deadline about the outcome of the evaluation
or the result of the admissibility and eligibility check. A proposal may be declared
ineligible or inadmissible at any stage.
To be considered admissible, a proposal must be:
(a) submitted in the electronic submission system before the deadline given in the call
conditions;
(b) readable, accessible and printable;
(c) complete and include the requested administrative data, the proposal description, and
any obligatory supporting documents specified in the call;
(d) include a draft plan for the exploitation and dissemination of the results in Part B-1
Section 2.
15

Horizon 2020 Work Programme: General Annexes

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Applicants should follow the template and instructions for drafting the Part B included in
this guide.
A proposal will only be considered eligible if its content corresponds to the topics and
funding schemes, including the specific eligibility conditions set out in the relevant parts
of the Work Programme and if it fulfils all the eligibility criteria (see also section 3 of this
guide).
7.3. EVALUATION OF PROPOSALS
General
Each proposal will be assessed independently by at least three experts. For each
proposal one expert will be designated as the "rapporteur" and will assume additional
responsibilities in the evaluation phase (drafting of Consensus report, moderation of the
remote consensus, implementation of comments from the Vice-Chairs).
Operational capacity
The operational capacity of the beneficiary relates to whether an applicant organisation
has, or will have in due time, the operational resources and capacity to implement the
action. This is the purpose of the table in Section 5 of Part B (see chapter 9). A proposal
may be rejected on the grounds that it lacks operational capacity.
Award criteria
The proposals will be evaluated against the MSCA-IF award criteria applying weighting
factors, both set out in the Work Programme. Proposals are evaluated remotely.
Evaluation scores will be awarded for each of the three criteria (see table below). All of
the separate elements of each criterion will be considered by the experts in their
assessment.
IF - Marie Skłodowska-Curie Individual Fellowships
Excellence

Impact

Quality and efficiency of the
implementation

Quality and credibility of the
research/innovation project; level
of novelty, appropriate
consideration of
inter/multidisciplinary and gender
aspects

Enhancing the future career
prospects of the researcher
after the fellowship

Coherence and effectiveness of
the work plan, including
appropriateness of the allocation
of tasks and resources

Quality and appropriateness of the
training and of the two way
transfer of knowledge between the
researcher and the host

Quality of the proposed
measures to exploit and
disseminate the project results

Appropriateness of the
management structure and
procedures, including risk
management

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Quality of the supervision and of
the integration in the
team/institution

Quality of the proposed
measures to communicate the
project activities to different
target audiences

Appropriateness of the
institutional environment
(infrastructure)

30%

20%

Potential of the researcher to reach
or re-enforce professional
maturity/independence during the
fellowship
50%

Weighing
1

2

3

Priority in case of ex aequo
NB: An overall threshold of 70% will be applied to the total weighted score.

An example of the evaluation forms that will be used by the experts in this call will be
made available in the Participant Portal.
Scoring
Each criterion will be scored out of 5. Decimal points may be given.
The scores indicate the following with respect to the criterion under examination:
0 – Proposal fails to address the criterion or cannot be assessed due to missing or incomplete
information.
1 – Poor. The criterion is inadequately addressed, or there are serious inherent weaknesses.
2 – Fair. Proposal broadly addresses the criterion, but there are significant weaknesses.
3 – Good. Proposal addresses the criterion well, but a number of shortcomings are present.
4 – Very Good. Proposal addresses the criterion very well, but a small number of shortcomings
are present.
5 – Excellent. Proposal successfully addresses all relevant aspects of the criterion. Any
shortcomings are minor.

A weighed total score of the scores of the three individual criteria will be calculated and
converted into a percentage of the maximum score.
Overview of the evaluation process
In order to conduct the evaluation of all eligible proposals submitted to a MSCA-IF call,
the following actors support the REA (under a contract covering confidentiality and
remuneration).

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Actor

Role

Vice-Chairs

Support REA staff in remote monitoring of the evaluation process and perform qualitycontrol in Brussels.

Evaluators

Remote evaluation of the proposals

Ethics experts

Ethics review of the proposals likely to be funded

Independent Observer

Observation of the full process and feedback

The evaluation process follows the following steps in chronological order:
Evaluation step

Eligibility - Admissibility checks

Output

Actor

Ineligible and inadmissible proposals are removed from the
evaluation process. Applicants are notified about their
ineligibility/inadmissibility.

REA

However, a proposal may be declared ineligible or inadmissible at
any time during the process.

Request for Review

Assignment of evaluators to
eligible proposals

Applicants may file a complaint about their ineligibility or
inadmissibility. If grounded, the evaluation will resume. Any
information not present in the submitted proposal will be discarded.

REA

A first draft assignment is done automatically by matching the
keywords of the proposals with the expertise of the evaluators.
Vice-Chairs
In Brussels, Vice-Chairs carefully check each assignment against the
proposal and evaluators' expertise in order to obtain the best match.
Evaluators

Individual Evaluation

Each proposal is remotely evaluated by three evaluators in an
individual and independent manner.

Consensus discussion

The consensus phase will start as soon as all three Individual
Evaluation Reports for a given proposal are submitted in SEP, the
goal being to reach a final set of comments that all three experts can
agree on. Each proposal is remotely discussed by the three evaluators
and the Evaluation Summary Report is agreed on unanimously
(comments + scores). The discussion is mostly done through the IT
platform SEP, but can also take place via tele/video-conference.

Ranking List

The consensus score determines the ranking list. The Vice Chairs
rank proposals having obtained the same score in each criterion and
discuss proposals where full consensus could not be reached.

REA + ViceChairs

Ethics screening

Proposals likely to be funded are subject to an ethics screening and
an "Ethics Summary Report" informs the applicants about the
potential ethics requirements to be fulfilled.

Ethics experts

Feedback to applicants

All applicants receive the Evaluation Summary Report of their
proposal.

REA

Request for Review

Applicants may contest the procedural aspects of the evaluation (not
the scientific or technical judgement of the evaluators).

REA Review
Committee
(external to the
evaluation team)

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Vice-chairs
(support)

Evaluators
Vice-chairs
(quality check)

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Scientific Misconduct and Research Integrity
Issues of scientific misconduct and research integrity are taken very seriously.16 In line
with the Horizon 2020 Rules for Participation, appropriate action such as termination of
the Grant Agreement Preparation phase or, if the Grant Agreement has been signed, the
implementation of liquidated damages and financial penalties, suspension of payments,
recoveries and termination of the Grant Agreement, will be taken against any
applicants/beneficiaries found to have misrepresented, fabricated or plagiarised any part
of their proposal. The applicants will also be required to make a "Declaration on Honour"
in Part A of the proposal.

8. PROPOSAL SUBMISSION FORMS (PART A OF THE PROPOSAL)
The electronic submission system of the European Commission is a web application.
Therefore you will need a working Internet connection to use it. Although the system has
been tested with a set of typical reference configurations, it is not guaranteed that the system
will be fully functional on your computer. The system provides a diagnostic window that will
warn you about some possible incompatibilities.
To use the electronic submission system, ensure that your computer configuration complies
with the mandatory system requirements, the operating systems and browsers actively
supported by the system, as well as the Adobe Reader version required for each configuration.
Proposals must be created and submitted electronically through the submission wizard, in
which a main contact and contact person(s) should be identified. Once the applicant saves the
changes, an automatic invitation is sent to the given contacts' e-mail addresses. The invited
persons can access the proposal after logging into the Participant Portal - with the EU Login
account linked to the given e-mail address - under the My Proposals menu.
By clicking on the 'Edit Form' button at Step 5 of the wizard, the applicant must fill in the
administrative forms (Part A) for the proposal, which will be used in the evaluation and
further processing of the proposal. Part A is an integral part of the proposal, and has a number
of mandatory fields (such as the name of the supervisor(s), researcher, etc.) which, if not
completed, will prevent the submission of the proposal. Details of the work intended to be
carried out will be described in Part B (see next section).
Any data provided in the Proposal Submission Forms (Part A) should correspond to the Part
B (CV section). This information will be used to verify eligibility.

Annex 3 provides detailed guidance on how to complete the Part A of the proposal.

16

See The European Code of Conduct for Research Integrity.

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Specific attention should be given to the choice of the scientific area and descriptors
(keywords) since this will guide the REA in the selection of the most appropriate experts for
the proposal evaluation. A full list of descriptors can be found in Annex 4.
Please select in order of importance the descriptors (minimum 3, maximum 5), the first
being the most important and most relevant for the proposal.
The final section 5– CALL SPECIFIC QUESTIONS requests several declarations related to
the eligibility. Please be attentive in answering these additional questions, especially for
specific cases (e.g. long-term residency).

Similar proposals
1) Resubmission of proposals
Applicants must disclose in the proposal submission form whether the proposal is a
resubmission. Proposals are considered as resubmissions if the supervisor,
researcher, host organisation (and for Global Fellowships also the partner
organisation) are the same as in the previously submitted proposal, and if the
proposal was submitted to the calls MSCA-IF-2016 or MSCA-IF-2017. In such cases,
the evaluators will receive a copy of the previous Evaluation Summary Report 17
during the consensus phase (i.e. after the individual evaluation has been carried out).
However, please note that the evaluation of the current proposal will take place
independently of the previous submission(s). Therefore no reference to the outcome of
the previous evaluation(s) should be included in the text of the current proposal. The
experts will be strictly instructed to disregard any such references.
2) Similar H2020 IF projects already receiving funding
In cases where the proposal does not qualify as a resubmission (see above), but where
the beneficiary or another researcher has received funding under any previous Horizon
2020 MSCA-IF call for a similar proposal in terms of research objectives, the
applicant must indicate the project number in the submission form. In such cases,
evaluators will be instructed to consider this when assessing the originality and
novelty of the proposal.

17

See section 4.2 of the Grants Manual - Section on: Proposal submission and evaluation.

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9. PART B OF THE PROPOSAL
9.1. GENERAL INFORMATION AND INSTRUCTIONS
The Part B is the core part of the proposal; it contains the details of the proposed
research and training activities along with the practical arrangements planned to
implement them. The document will be used by the independent experts to undertake
their assessment. Therefore, please address each of the award criteria as outlined in the
following sections. The explanatory notes below serve to explain the award criteria
without being exhaustive.
Applicants shall use the template of Part B, available (as a Word version) in the
Participant Portal, in order to ensure that:
•
•
•

the experts assess the proposal within a familiar structure
all core information of Part B is present
the 10-page limit is respected (after the call deadline, excess pages above this
limit will automatically be made invisible, and will not be taken into
consideration by the experts).

Proposals must respect the following minimum standards:
•
•
•
•
•

a minimum font size of 11 points, except for the Gantt chart and tables where
the minimum font size is 8 points
single line spacing
A4 page size
margins (top, bottom, left, right) of at least 15 mm (not including any footers
or headers)
a clearly readable font (e.g. Arial or Times New Roman)

Tables are for illustrating the core text of the proposal. They cannot be used to contain the
core text itself.
The page formatting will be systematically checked by the REA. Should a proposal not
comply, applicants will be asked to reformat their proposal. This can lead to excess pages
which will subsequently be disregarded.
Footnotes are to be used exclusively for literature references. Their minimum font size
is 8. They will count towards the page limit. Any other information included in a footnote
will be disregarded.
Please make sure that the Part B of your proposal carries on each page, as a header, the
proposal acronym and the fellowship type to which you are applying (i.e. Standard EF,
CAR, RI, SE, or GF). All pages should be numbered in a single series on the footer of the
page to prevent errors during handling. It is recommended to use the numbering format
"Part B - Page X of Y".

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Applicants must submit two separate PDF documents in the Participant Portal as Part B
of their proposal:
Part B-1:
The maximum total length for this document is 10 pages. It should be composed as
follows (detailed description below):
- Section 1: Excellence
- Section 2: Impact
- Section 3: Implementation
Of the maximum 10 pages applied to sections 1, 2 and 3, applicants are free to decide on
the allocation of pages between the sections. However, the overall page limit will be
strictly applied: after the call deadline, excess pages will automatically be made
invisible, and will not be taken into consideration by the experts.
It is the responsibility of the applicant to verify that the submitted PDF documents are
readable and are within the page limit. PDF documents can contain colours.

Part B-2:
Part B-2 must contain sections 4-7 as described below. No overall page limit will be
applied to this document, but applicants should respect the instructions given per section
(e.g. in section 5, a maximum of one page should be used per beneficiary and one page
per partner organisation).
- Section 4: CV of the experienced researcher (maximum length: 5 pages)
- Section 5: Capacities of the participating organisations (1 page for the overview and 1
page for each participating organisation)
- Section 6: Ethical aspects
- Section 7: Letter of commitment of the partner organisation (for GF only)

Applicants will not be able to submit their proposal in the submission system unless both
Parts 1 and 2 are provided in PDF format (Adobe version 3 or higher, with embedded
fonts).

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Individual Fellowships (IF) 2018

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9.2. TEMPLATE OF PART B OF THE PROPOSAL
NB: The start page and table of contents are no longer part of the template.
START PAGE COUNT – MAX 10 PAGES

Part B-1 Sections 1,2,3 – Core of the proposal
1. Excellence18
1.1
Quality and credibility of the research/innovation project; level of novelty,
appropriate consideration of inter/multidisciplinary and gender aspects
Provide an introduction, discuss the state-of-the-art, specific objectives and give an
overview of the action.
Discuss the research methodology and approach, highlighting the type of research /
innovation activities proposed.
Explain the originality and innovative aspects of the planned research as well as the
contribution that the action is expected to make to advancements within the research
field. Describe any novel concepts, approaches or methods that will be implemented.
Discuss the interdisciplinary aspects of the action (if relevant).
Discuss the gender dimension in the research content (if relevant).In research activities
where human beings are involved as subjects or end-users, gender differences may
exist. In these cases the gender dimension in the research content has to be addressed
as an integral part of the proposal to ensure the highest level of scientific quality.
1.2
Quality and appropriateness of the training and of the two way transfer of
knowledge between the researcher and the host
Outline how a two-way transfer of knowledge will occur between the researcher and
the host institution(s):
o Explain how the experienced researcher will gain new knowledge during the
fellowship at the hosting organisation(s).
o Outline the previously acquired knowledge and skills that the researcher will
transfer to the host organisation(s).
For Global Fellowships explain how the newly acquired skills and knowledge in the
Third Country will be transferred back to the host institution in Europe (the
beneficiary) during the incoming phase.
Describe the training that will be offered. Typical training activities in Individual
Fellowships may include:
18

Literature should be listed in footnotes, minimum font size 8. All literature references will count towards the page limit.

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o Primarily, training-through-research by the means of an individual
personalised project, under the guidance of the supervisor and other members
of the research staff of the host organisation(s)
o Hands-on training activities for developing scientific skills (new techniques,
instruments, research integrity, 'big data'/'open science') and transferable skills
(entrepreneurship, proposal preparation, patent applications, management of
IPR, project management, task coordination, supervising and monitoring, take
up and exploitation of research results)
o Inter-sectoral or interdisciplinary transfer of knowledge (e.g. through
secondments)
o Participation in the research and financial management of the action
o Organisation of scientific/training/dissemination events
o Communication, outreach activities and horizontal skills
o Training dedicated to gender issues
A Career Development Plan should not be included in the proposal, but will be
part of the action's implementation in line with the European Charter for
Researchers. It should aim at achieving a realistic and well-defined objective in
terms of career advancement (e.g. attaining a leading independent position) or
resuming a research career after a break. The plan should be devised with the final
outcome to develop and significantly widen the competences of the experienced
researcher, particularly in terms of multi/interdisciplinary expertise, inter-sectoral
experience and transferable skills.
1.3

Quality of the supervision and of the integration in the team/institution

Describe the qualifications and experience of the supervisor(s). Provide information
regarding the supervisors' level of experience on the research topic proposed and their
track record of work, including main international collaborations, as well as the level
of experience in supervising/training especially at advanced level (PhD, postdoctoral
researchers). Information provided should include participation in projects,
publications, patents and any other relevant results.
Describe the hosting arrangements.19 The application must show that the experienced
researcher will be well-integrated within the team/institution so that all parties gain
maximum knowledge and skills from the fellowship. The nature and the quality of the
research group/environment as a whole should be outlined, together with the measures
taken to integrate the researcher in the different areas of expertise, disciplines, and
international networking opportunities that the host could offer.
For Global Fellowships both phases should be described - for the outgoing phase,
specify the practical arrangements in place to host a researcher coming from another
country, and for the incoming phase specify the measures planned for the successful
(re)integration of the researcher.
19

The hosting arrangements refer to the integration of the researcher to his new environment in the premises of the host. It
does not refer to the infrastructure of the host as described in the Quality and efficiency of the implementation criterion.

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1.4
Potential of the researcher to reach
maturity/independence during the fellowship

or

re-enforce

professional

Researchers should demonstrate how their existing professional experience, talents
and the proposed research will contribute to their development as independent/mature
researchers, during the fellowship. Explain the new competences and skills that will
be acquired and how they relate to the researcher’s existing professional experience.
Please keep in mind that the fellowships will be awarded to the most talented
researchers as shown by the proposed research and their track record (Curriculum
Vitae, section 4), in relation to their level of experience.
2.

Impact

2.1

Enhancing the future career prospects of the researcher after the fellowship

Explain the expected impact of the planned research and training (i.e. the added value
of the fellowship) on the future career prospects of the experienced researcher after
the fellowship. Focus on how the new competences and skills (as explained in 1.4)
can make the researcher more successful in their long-term career.
2.2
Quality of the proposed measures to exploit and disseminate the project
results
Describe how the new knowledge generated by the action will be disseminated and
exploited, and what the potential impact is expected to be. Discuss the strategy for
targeting peers (scientific, industry and other actors, professional organisations, policy
makers, etc.) and to the wider community. Also describe potential commercialisation,
if applicable, and how intellectual property rights will be dealt with, where relevant.
For more details refer to the "Dissemination & exploitation" section of the H2020
Online Manual.
Concrete planning for exploitation and dissemination activities must be included in the
Gantt chart.
2.3. Quality of the proposed measures to communicate the project activities to
different target audiences
Demonstrate how the planned public engagement activities contribute to creating
awareness of the performed research. Demonstrate how both the research and results
will be made known to the public in such a way they can be understood by nonspecialists.
The type of outreach activities could range from an Internet presence, press articles
and participating in European Researchers' Night events to presenting science,
research and innovation activities to students from primary and secondary schools or
universities in order to develop their interest in research careers.

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For more details, see the guide on Communicating EU research and innovation
guidance for project participants as well as the "communication" section of the H2020
Online Manual.
Concrete planning for communication activities must be included in the Gantt chart.
3.

Quality and Efficiency of the Implementation

3.1
Coherence and effectiveness of the work plan, including appropriateness of
the allocation of tasks and resources
Describe how the work planning and the resources mobilised will ensure that the
research and training objectives will be reached. Explain why the number of personmonths planned and requested for the project is appropriate in relation to the proposed
activities.
Additionally, a Gantt chart must be included in the text listing the following:
o
o
o
o

Work Packages titles (there should be at least 1 WP);
Indication of major deliverables, if applicable;
Indication of major milestones, if applicable;
Secondments, if applicable.

The schedule should be in terms of number of months elapsed from the start of the
action.

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Individual Fellowships (IF) 2018

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This is an example Gantt chart only.
Notes:
- The titles of the WP's indicated here do not have to be stricly followed or included in the Gantt chart for your specific proposal. Adapt as needed.
- The number of WPs provided here is an example only. Add or remove WP's as needed.
- Remove any columns for a duration longer than that of your proposal.
- Add as much detail as needed for your proposal.
Work Package Title

1

2

3

4

5

Year 1
6
7

WP1

Management

WP2

Data collection

M2.1

WP3

Field work

M3.1

WP4

Research part x

WP5

Research part y

WP6

Dissemination and
communication

WP7

Secondments

…
Legend

8

9

10

11

12

13

14

15

16

17

Year 2
18 19

20

21

22

D1.1

23

24

25

26

27

28

29

Year 3
30 31

32

33

34

35

36
M2,
D1.2

M1.1
D2.1
M3.2 D3.1
M4.1,
D4.1

M4.2,
D4.2
M5.1,
D5.1

D6.1

D6.2

D6.3

D6.4
M7.1

…
Milestone
Deliverable

M
D

A deliverable is a distinct output of the action, meaningful in terms of the action’s overall objectives and may be a report, a document, a
technical diagram, a software, etc. Deliverable numbers should be ordered according to delivery dates. Use the numbering convention .. For example, deliverable 4.2 would be the second deliverable from work package 4.
Milestones are control points in the action that help to chart progress. Milestones may correspond to the completion of a key deliverable,
allowing the next phase of the work to begin. They may also be needed at intermediary points so that, if problems have arisen, corrective
measures can be taken. A milestone may be a critical decision point in the action where, for example, the researcher must decide which of several
technologies to adopt for further development.
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3.2
Appropriateness of the management structure and procedures, including risk
management
Describe the organisation and management structure, as well as the progress
monitoring mechanisms put in place, to ensure that objectives are reached. Discuss the
research and/or administrative risks that might endanger reaching the action objectives
and the contingency plans to be put in place should risk occur.
If applicable, discuss any involvement of an entity with a capital or legal link to the
beneficiary (in particular, the name of the entity, type of link with the beneficiary and
tasks to be carried out).
If needed, please indicate here information on the support services provided by the
host institution (European offices, HR services…).
3.3

Appropriateness of the institutional environment (infrastructure)

The active contribution of the beneficiary to the research and training activities should
be described. For Global Fellowships the role of partner organisations in Third
Countries for the outgoing phase should also appear.
Give a description of the main tasks and commitments of the beneficiary and all
partner organisations (if applicable).
Describe the infrastructure, logistics, facilities offered insofar as they are necessary for
the good implementation of the action.
STOP PAGE COUNT – MAX 10 PAGES

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Part B-2 Section 4 - CV of the experienced researcher
The CV is intrinsic to the evaluation of the whole proposal and is assessed throughout the
three evaluation criteria by the expert evaluators. Ensure that the information provided in
Parts A and B is fully consistent. Always mention full dates (dd/mm/yyyy) in your CV.
The CV should be limited to a maximum of 5 pages and should include the standard
academic and research record. Any research career gaps and/or unconventional paths
should be clearly explained so that this can be fairly assessed by the independent
evaluators. At a minimum, the CV should contain:
a) the name of the researcher
b) professional experience (in reverse chronological order, using exact dates)
c) education (in reverse chronological order, using exact dates)
The CV should also include information on:
1.

2.
3.
4.
5.
6.
7.
8.
9.
10.

Publications in peer-reviewed scientific journals, peer-reviewed conference
proceedings and/or monographs of their respective research fields, indicating
also the number of citations (excluding self-citations) they have attracted.
Granted patent(s).
Research monographs, chapters in collective volumes and any translations
thereof.
Invited presentations to peer-reviewed, internationally established
conferences and/or international advanced schools.
Research expeditions led by the experienced researcher.
Organisation of International conferences in your field(s) of research,
including membership in the steering and/or programme committee.
Examples of participation in industrial innovation.
Prizes and Awards.
Funding received so far.
Supervising and mentoring activities.

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In addition, researchers without a doctorate at the call deadline should clearly detail
any period of full-time equivalent research experience in the CV (Part B, section 4). It is
essential that the CV clearly explains how the research experience is calculated, following
the template below.20
Academic qualifications counting towards the Total Full time postgraduate research experience
University degree
giving access to
PhD21:

Other university
degree(s)/master(s),
if any, obtained
after the award of
the university
degree giving
access to PhD:

Institution
name and
country

Date of award (a)
DD/MM/YYYY

Institution
name and
country

Full time
research
experience

Institution
name and
country

From

To

DD/MM/YYYY

DD/MM/YYYY

Proportion of research activities as a
percentage of the duration of the Master

Duration of
research activities
expressed in
months

xx %

(b)22 = xx% *
duration of
Master

From

To (Date of
expected Award)

DD/MM/YYYY

DD/MM/YYYY

Doctorate:

Duration of
research activities
expressed in
months
(c)

Full time
research
experience23

Other research activities counting towards the total full-time postgraduate research experience
Institution
name and
From
To
Position:
country
DD/MM/YYYY
Full time
research
experience
Total full-time postgraduate research experience: number of months

DD/MM/YYYY
Duration of
research activities
expressed in
months
(d)
= (b)+(c)+(d)

20

More entries can be added if needed. This table is beyond the 5-page limit.
See Definition of Full-Time Equivalent Research Experience in this Guide for Applicants
22
Please count only time spent in months on research activities.
23
Please count only time spent until the IF 2018 call deadline (12/09/2018) or the end of the PhD, whichever comes first.
21

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Part B-2 Section 5 - Capacity of the Participating Organisations
List of participating organisations (one page)
Please provide a list of all participating organisations (the beneficiary and, where
applicable, the entity with a capital or legal link to the beneficiary and the partner
organisation24) indicating the legal entity name, the department carrying out the work and
the supervisor.
If a secondment in Europe is planned but the partner organisation is not yet known, as a
minimum the type of organisation planned (academic/non-academic) must be stated.
Any inter-relationship between the participating organisation(s) or individuals and other
entities/persons (e.g. family ties, shared premises or facilities, joint ownership, financial
interest, overlapping staff or directors, etc.) must be declared and justified in this part of
the proposal.

Participating
organisations

Legal
Entity
Short
Name

Country

Supervisor

Role of partner organisation25

Beneficiary
- NAME
Entity with a
capital or legal
link
- NAME
Partner
Organisation
- NAME

24
25

All partner organisations should be listed here, including secondments
For example hosting secondments, for GF hosting the outgoing phase, etc.

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Individual Fellowships (IF) 2018

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1 page for each role – choose one of:
 beneficiary (compulsory)
 entity with a capital or legal link to the beneficiary (optional)
 partner organisation for GF (compulsory for GF only)
 partner organisation for secondment (optional)
[Full name + Legal Entity Short Name + Country]
General description
Academic organisation

(Yes / No) delete as appropriate

Role and profile of key
persons (supervisor)

(names, title, qualifications of the main supervisor)

Dept./Division / Laboratory
Key research facilities,
Infrastructure and
Equipment

Demonstrate that the beneficiary has sufficient facilities and
infrastructure to host and/or offer a suitable environment for
training and transfer of knowledge to the recruited
experienced researcher
If applicable, indicate the name of the entity with a capital or
legal link to the beneficiary and its role in the action in the
following table.

Independent research
premises?

Explain the status of the beneficiary's research facilities – i.e.
are they owned by the beneficiary or rented by it? Are its
research premises wholly independent from other entities?
If applicable, indicate the name of the entity with a capital or
legal link to the beneficiary and describe the nature of the
link in the following table.

Previous and current
involvement in research and
training programmes

Indicate up to 5 relevant EU, national or international
research and training actions/projects in which the
beneficiary has previously participated and/or is currently
participating

Relevant publications and/or
research/innovation
products

(Max 5) Only list items (co-)produced by the supervisor

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Individual Fellowships (IF) 2018

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Part B-2 Section 6 - Ethical Issues
Compliance with the relevant ethics provisions is essential from the beginning to the end
of the action and is an integral part of research funded by the European Union within
Horizon 2020.
Applicants submitting research proposals for funding for Marie Skłodowska-Curie actions
in Horizon 2020 should demonstrate proactively that they are aware of, and will comply
with, European and national legislation and fundamental ethical principles, including
those reflected in the Charter of Fundamental Rights of the European Union and the
European Convention on Human Rights and its Supplementary Protocols.
Please be aware that it is the applicants' responsibility to identify any potential ethical
issue, to handle the ethical aspects of the proposal and to detail how these aspects will be
addressed.

The Ethics Review Procedure in Horizon 2020
All proposals above threshold and considered for funding will be subject to an Ethics
Review carried out by independent ethics experts. When submitting a proposal to Horizon
2020, all applicants are required to complete an Ethics Issues Table (EIT) in the Part A of
the proposal. Applicants who flag ethical issues in the EIT have to complete also a more
in depth Ethics Self-Assessment in Part B.
The ethics self-assessment will become part of the Grant Agreement and may thus lead to
binding obligations. The Grant Agreement can only be signed if all ethics requirement
have been duly addressed. The ethics review result will distinguish between ethics
requirements to be addressed before Grant Agreement signature and those that can be
cleared at a later stage (e.g. ethics approvals to be submitted before the start of the action
task). In the latter case, a separate work package ‘Ethics Requirements’ listing the
deliverables will be created automatically.
For more details, please refer to the H2020 “How to complete your Ethics SelfAssessment” guide.
Ethics Self-Assessment (Part B)
The Ethics Self-Assessment must:
1) Describe how the proposal meets the EU and national legal and ethics
requirements of the country/countries where the task raising ethical issues is to be
carried out.

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Individual Fellowships (IF) 2018

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For more information on how to deal with Third Countries26 please see Article 34 of the
Annotated Model Grant Agreement, as well as the rules for the protection of personal data
inside and outside the EU. Please ensure and confirm that the research performed outside
the EU is compatible with the Union, National and International legislation and could
have been legally conducted in one of the EU Member States.
Please list the documents provided with their expiry date.
Ensure early compliance of the proposed research with EU and national legislation on
ethics in research. Should your proposal be selected for funding, you will be required - if
applicable - to confirm that you have obtained the following documents needed for
implementing the action tasks in question:
(a) any ethics committee opinion required under national law and
(b) any notification or authorisation for activities raising ethical issues required
under national and/or European law
If you have not already applied for/received the ethics approval/required ethics
documents when submitting the proposal, please indicate in this section the approximate
date when you will obtain the relevant approvals/authorisations and any other ethics
documents. Please state explicitly that you will not proceed with any research with ethical
implications before obtaining the necessary authorizations/opinions.
The documents must be kept on file and be submitted upon request by the beneficiary to
the REA (see Article 52). If they are not in English, they must be submitted together with
an English summary, which shows that the action tasks in question are covered and
includes the conclusions of the committee or authority concerned (if available).
If you plan to request these ethics documents specifically for your proposed action, your
request must contain an explicit reference to the action's title.
2) Explain in detail how you intend to address the ethical issues flagged, in
particular with regard to:
•
•

•
•

26

the research objectives (e.g. study of vulnerable populations, cooperation with
a Third Country, etc.);
the research methodology (e.g. clinical trials, involvement of children and
related information and consent/assent procedures, data protection and privacy
issues related to data collected, etc.);
the potential impact of the research (e.g. dual use issues, environmental
damage, malevolent use, etc.);
appropriate health and safety procedures - conforming to relevant
local/national guidelines/legislation - for the staff involved;

In the context of ethics appraisal, Third Country refers to non-EU country; Associated Countries are "ethics" TC

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

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•

possible harm to the environment the research might cause (e.g. environmental
risks of nanomaterials), and measures that will be taken to mitigate the risks.

In order to facilitate the ethics review of the proposal, you may wish to include in this section
one of the following statements (if relevant/applicable). Please delete as appropriate:
Humans
I confirm that templates of the informed consent forms and information
sheets (in language and terms intelligible to the participants) will be kept on Yes ¤
file.
Animal
I confirm that training certificates/personal licenses of the staff involved in
animal experiments have been obtained and will be kept on file.

No ¤

Yes ¤

No ¤

Yes ¤

No ¤

Yes ¤

No ¤

Yes ¤

No ¤

Yes ¤

No ¤

I confirm that a Data Protection Officer (DPO) has been appointed and the
contact details of the DPO are made available to all data subjects involved
in the research.

Yes ¤

No ¤

I confirm that data intended to be processed is relevant and limited to the
purposes of the research project (in accordance with the 'data minimisation'
principle).

Yes ¤

No ¤

I confirm that relevant authorisations for further processing of previously
collected personal data have been obtained and will be kept on file.

Yes ¤

No ¤

I confirm that the data used are publicly available.

Yes ¤

No ¤

I confirm that relevant authorisations for animal experiments (covering also
the work with genetically modified animals, if applicable) have been
obtained, and will be kept on file.
Environmental protection and safety
I confirm that appropriate health and safety procedures conforming to
relevant local/national guidelines/legislation are followed for staff involved
in this project.
I confirm that authorisations for relevant facilities (e.g. security
classification of laboratory, GMO authorisation) have been obtained, and
will be kept on file.
Third country
I confirm that the research performed outside the EU is compatible with
the Union, National and International legislation and could have been
legally conducted in one of the EU Member States.
Data protection

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Part B-2 Section 7 - Letter of commitment (GF only)
For Global Fellowship proposals, a letter of commitment of the partner organisations
(hosting the outgoing phase in a Third country) must be included in Part B-2 to ensure
their real and active participation. Do not attach this letter as a separate PDF file or as an
embedded file since this makes them invisible in the proposal.GF Proposals which fail to
include a letter of commitment of the partner organisation will be declared inadmissible.
Minimum requirements for the letter of commitment:




heading or stamp from the institution;
up-to-date (may not be dated prior to the call publication);
the text must demonstrate the will to actively participate in the (identified)
proposed action and the precise role.

Please note that no template for this letter is provided, only general indications.

10. MSCA SPECIAL NEEDS ALLOWANCE
The MSCA pay particular attention to physical accessibility and inclusion and foresee
financial support for the additional costs entailed by recruited researchers with disabilities
whose long-term physical, mental, intellectual or sensory impairments27 are as such that their
participation in MSCA would not be possible without extra financial support. Therefore,
beneficiaries will be able to apply to the Research Executive Agency for a dedicated special
needs grant in IF. This grant, which takes the form of a Coordination and Support Action
(CSA), will cover the additional costs that researchers with disabilities face due to the
increased costs of their mobility. It can also be used to ensure necessary assistance by third
persons or for adapting their work environment.28 It cannot cover costs which are already
covered by another source, such as social security or health insurance.
A request for such an allowance can be made by the beneficiary at any time during action
implementation. The request must include an estimated budget and explain the specific
participation need(s) of the researcher concerned. The Agency will evaluate the request and
decide on the basis of the needs of the researcher and budget availability.
The special needs allowance will take the form of a lump sum awarded in the form of a low
value grant to an identified beneficiary and will cover up to 100% of eligible costs. It will be
limited to a maximum of EUR 60,000 per researcher and will be available as of Q1 2019.
Only researchers with disabilities who are eligible researchers under a Horizon 2020 MSCA
grant are eligible for the special needs grant.

27

See Article 1 of the UN Convention on the Rights of Persons with Disabilities
See Article 5 of the Council Directive 2000/78/EC of 27 November 2000 establishing a general framework for equal
treatment in employment and occupation
28

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Annex 1 – Overview of the actions
INDIVIDUAL
FELLOWSHIPS

PARTICIPANTS

EXPERIENCED RESEARCHERS

Nationality

Mobility

Career break in
research

EUROPEAN (EF)
RI

ST

CAR

ANY

ANY

From ANY
country

From ANY
country

to MS or AC

to MS or AC

≤ 12 months
in the last 3
years

≤ 36 months
in the last 5
years

≤ 36 months
in the last 5
years

≤ 36 months
in the last 5
years

≤ 12 months in
the last 3 years

-

at least 12
months
within 18
months prior
to call
deadline

-

-

-

MS, AC or
long-term
residents
From TC
directly to
MS or AC
(location of
the host
institution)

Beneficiary

MS or AC

MS or AC

MS or AC

Entity with a
capital or legal
link

MS or AC

MS or AC

MS or AC

Partner
Organisation

GLOBAL

MS or AC

MS or AC

MS or AC

SE

GF

ANY

From ANY
country

MS, AC or
long-term
residents
From ANY
country
to TC

to MS or AC
then to MS/AC

MS or AC
Nonacademic
only
MS or AC
Nonacademic
only

MS or AC
(both
academic
and nonacademic)

MS or AC
MS or AC

Outgoing phase
(mandatory):
TC

Secondment
(optional): MS
or AC

DURATION (months)

12 to 24

12 to 36

12 to 24

12 to 24

12 to 24 + 12

SCIENTIFIC AREAS

8

8

8

8

8

8

1

1

1

8

EUR 8
million

EUR 45
million

NUMBER OF
RANKING LISTS
BUDGET (total EUR
273 million)

EUR 220 million

Additionally, a budget of EUR 5 million is reserved for the Widening Fellowships (WF). See
dedicated section in this guide for eligibility conditions.
Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Page 45 of 60

Annex 2 – Further information and help
The Participant Portal call page contains links to other sources that you may find useful in
preparing and submitting your proposal. Direct links are also given where applicable.
Call Information
 Participant Portal call page
 MSCA Work Programme 2018 - 20
General Sources of Help








Marie Skłodowska-Curie actions website
Information package for MSCA fellows
EURAXESS
European Commission Horizon 2020 Research Enquiry service
National Contact Points
Frequently Asked Questions
MSCA NCP Net4Mobility project website

Specialised and Technical Assistance



Submission Service Help Desk (also by email)
IPR Help desk

Other Useful Reference Documents















Horizon 2020 Work Programme 2018-2020: General Introduction
Horizon 2020 Work Programme: General Annexes
Horizon 2020: Reference Documents in the Participant Portal
Horizon 2020: Rules for Participation
Horizon 2020: How to Complete Your Ethics Self-Assessment
Horizon 2020: Guidelines to the Rules on Open Access to Scientific Publications and
Open Access to Research Data in Horizon 2020
Horizon 2020: Guidelines on FAIR Data Management in Horizon 2020
Guide on beneficiary registration, validation and financial viability check
European Charter and Code for Researchers
List of associated countries
Fact Sheet IP management in Horizon 2020 Marie Skłodowska-Curie Actions
Proposal evaluation forms (link forthcoming)
Model Grant Agreement and its annotated version
Grants Manual - Section on: Proposal submission and evaluation

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

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Annex 3 – How to complete the Proposal Submission Forms (Part A) of the proposal
1 – GENERAL INFORMATION AND DECLARATIONS

This section requests information about the proposal.
Topic
Call identifier

[pre-filled]
[pre-filled]

Type of Action

[pre-filled]
Make sure you selected the appropriate submission link, i.e. MSCA-IF-EF-ST, MSCA-IF-EF-CAR, MSCA-IF-EFRI, MSCA-IF-EF-SE, MSCA-IF-GF.

Deadline ID

[pre-filled]

Proposal Acronym

Proposal title

Duration in months

Scientific Area

Descriptor 1

Descriptor 2

Descriptor 3

Descriptor 4

Descriptor 5

Free keywords

Abstract

Has a similar
proposal in terms of
research objectives
been submitted to a
Horizon 2020 Marie
Skłodowska-Curie
Individual
Fellowship call?

Indicate a short title or acronym that will be used to identify your proposal efficiently in this call. It should be of no
more than 20 characters (use standard alphabet and numbers only; no symbols or special characters please, except
underscore, space, hyphen or dot).
Indicate a title, not longer than 200 characters (with spaces) and understandable to the layperson (i.e. someone not
a specialist in your field). For technical reasons, the following characters are not accepted and will be removed: < >
"&
Select the duration of the proposal from the drop down menu.
For Global Fellowships (GF), indicate only the duration of the outgoing phase (i.e. excluding the mandatory 12
month return phase that will be automatically added to the proposal).
Select from the drop down menu the area of research in which the proposal fits best. This should be considered as
the core discipline of the proposal and determines (for EF-ST and GF) the list in which the proposal will be ranked.
The eight options are CHE, ECO, ENG, ENV, LIF, MAT, PHY, SOC.
Mandatory
Select from the drop down menu the descriptor that best characterises the subject of the proposal. This descriptor
must be selected within the scientific area selected above. This descriptor should be the most relevant and
important for the proposal.
Mandatory
Select from the drop down menu a second descriptor that characterises the subject of the proposal. This descriptor
must be selected within the area of research selected above.
Mandatory
Select from the drop down menu a third descriptor that characterises the subject of the proposal. This descriptor
can be chosen from any of the scientific areas.
Optional
Select from the drop down menu a descriptor that characterises the subject of the proposal. This descriptor can be
chosen from any of the scientific areas.
Optional
Select from the drop down menu a descriptor that characterises the subject of the proposal. This descriptor can be
chosen from any of the scientific areas.
Optional
In addition, please enter free text keywords that you consider to characterise the scope of your research proposal.
There is a limit of 200 characters.
Short summary (max. 2,000 characters, with spaces) to clearly explain:
• the objectives of the proposal
• how they will be achieved
• their relevance to the Work Programme.
Do not include any confidential information. Use plain typed text, avoiding formulae and other special characters.
This short description of the proposal will be used in the evaluation process and in communications with the
programme management committees and other interested parties.
If the proposal is written in a language other than English, please include an English version of this abstract in the
“Technical Annex” section.
[Yes/No] – [6-digit proposal number]
1) Resubmission of proposals
Applicants must disclose in the proposal submission form whether the proposal is a resubmission. Proposals are
considered as resubmissions if the supervisor, researcher, host organisation (and for Global Fellowships also the
partner organisation) are the same as in the previously submitted proposal, and if the proposal was submitted to the
calls MSCA-IF-2016 or MSCA-IF-2017. In such cases, the evaluators will receive a copy of the previous
Evaluation Summary Report. However, please note that the evaluation of the current proposal will take place
independently of the previous submission(s). Therefore no reference to the outcome of the previous evaluation(s)
should be included in the text of the proposal. The experts will be strictly instructed to disregard any such
references.

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

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2) Similar H2020 IF projects already receiving funding
In cases where the proposal does not qualify as a resubmission (see above), but where the beneficiary or another
researcher has received funding under any previous Horizon 2020 MSCA-IF call for a similar proposal in terms of
research objectives, the applicant must indicate the project number in the submission form. In such cases,
evaluators will be instructed to consider this when assessing the originality and novelty of the proposal.
Declarations
The applicant (future beneficiary) declares to have the explicit consent of all partner organisations (if applicable) on their
participation and on the content of this proposal.

[tickbox]

The information contained in this proposal is correct and complete.

[tickbox]

This proposal complies with ethical principles (including the highest standards of research integrity — as set out, for instance,
in the European Code of Conduct for Research Integrity — and including, in particular, avoiding fabrication, falsification,
plagiarism or other research misconduct).

[tickbox]

The applicant (future beneficiary) hereby declares:
- it is fully eligible in accordance with the criteria set out in the specific call for proposals; and

[tickbox]

- it has the financial and operational capacity to carry out the proposed action.

[tickbox]

The applicant (future beneficiary) is only responsible for the correctness of the information relating to his/her own organisation. Where the
proposal to be retained for EU funding, the applicant (future beneficiary) will be required to present a formal declaration in this respect.

2 –ADMINISTRATIVE DATA OF PARTICIPATING ORGANISATIONS
This section will be repeated for the partner organisation of Global Fellowships.
The legal data of the proposed host are inserted automatically based on the PIC number you encoded at a previous step. Please do not register
an entity yourself and instead ask the participating organisations for their PIC.

Participant Identification Code (PIC)
Legal Name
Short Name

Future Host Institution
[pre-filled]
[pre-filled]
[pre-filled]

Street
Town
Postcode
Country
Webpage

[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]

Public body
Non-profit
International organisation
International organisation of European interest
Secondary or Higher education establishment
Research organisation
Small and Medium-sized Enterprises (SMEs)
Academic Sector
Legal person

[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]

Address of the organisation

Legal status of your organisation

Department(s) carrying out the proposed work

Department name

If applicable, indicate the name of the main department(s)/institute(s)/ unit(s) that belongs
to the same legal entity carrying out the work. Please use Latin characters.
Use the 'Add a Department' button to add additional departments or units within the same
institution, if necessary.

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Individual Fellowships (IF) 2018

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Same as organisation address
Street
Town
Postcode
Country

If the address of the department is the same as the address of the future host institute, tick
the box. This will pre-fill the next four lines.
If the address of the department is different from the address of the future host institute,
please enter the street name and number where the department/faculty/institute/laboratory
is located.
If the address of the department is different from the address of the future host institute,
please enter the town where the department/faculty/institute/laboratory is located.
If the address of the department is different from the address of the future host institute,
please enter the postcode where the department/faculty/institute/laboratory is located.
If the address of the department is different from the address of the future host institute,
please enter country where the department/faculty/institute/laboratory is located.

Researcher
*The name and e-mail of the Researcher is read-only in the administrative form, only additional details can be edited here. To modify, please
go back to Step 4 of the submission wizard and save the changes.
Researcher
Last Name
Last Name at Birth
First Name(s)
Title
Gender
Country of Residence
Nationality
Nationality 2
Date of Birth
Country of Birth
Place of Birth

[pre-filled]*
Optional
Your last name at birth.
[pre-filled]*
Please choose one of the following: Prof, Dr, Mr, Mrs, or Ms.
[Female(F)/Male(M)]
This information is required for statistical and mailing purposes. Indicate F or M as
appropriate.
Please select the country in which you legally reside from the drop down menu.
Please select the country from the drop down menu.
Optional
If you have dual nationality, please select the country from the drop down menu.
Please specify your date of birth using the format (DD/MM/YYYY).
Please select the country in which you were born from the drop down menu.
Indicate the town in which you were born.
Contact address

Current Organisation name
Current Department/Faculty/Institute/
Laboratory name
Same as organisation address

Street
Postcode
Town
Country
Phone
Phone2/Mobile
E-Mail
ORCID ID
Researcher ID
Other ID

Name under which your organisation is registered.
Name under which your department/faculty/institute/laboratory is registered.
[Yes/No]
If the address of the department is the same as the address of the future host institute, tick
the box. This will pre-fill the next four lines.
If the address of the department is different from the address of the future host institute,
please enter the street name and number where the department/faculty/institute/laboratory
is located.
If the address of the department is different from the address of the future host institute,
please enter the postcode where the department/faculty/institute/laboratory is located.
If the address of the department is different from the address of the future host institute,
please enter the town where the department/faculty/institute/laboratory is located.
If the address of the department is different from the address of the future host institute,
please enter country where the department/faculty/institute/laboratory is located.
Please insert the full phone number including country and city/area code. Example +32-22991111.
Optional
Please insert the full phone number including country and city/area code. Example +32-22991111.
[pre-filled]*
If you have an ORCID number please enter it here (an example is 0000-0002-18250097).
If you have a Researcher ID number please enter it here (an example is A-4031-2008).
If you have a different researcher identifier number, please enter it here.
Qualifications

Doctorate (award date)

Indicate the date of award of the PhD. If you do not have a PhD yet (but it is in progress)

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

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Doctorate (start date)
University Degree giving access to the
Doctorate

indicate the expected date of award, using the format (DD/MM/YYYY).
Indicate the date on which you embarked on the PhD studies, using the format
(DD/MM/YYYY).
Indicate the date on which you obtained the university degree giving access to PhD
studies, using the format (DD/MM/YYYY).
Place of activity/place of residence*

Period from
Period to
Duration (days)
Country

Indicate the start date for the period, using the format (DD/MM/YYYY).
Indicate the end date for the period, using the format (DD/MM/YYYY).
Automatic
This is calculated based on the dates you have encoded.
Select the country from the drop down menu.

* Indicate the period(s) and the country/countries in which you have legally resided and/or had your main activity (work, studies, etc.) during
the last 5 years up until the deadline for the submission of the proposal. Please fill in this section without gaps, until the call deadline. Short
stays (see Definitions) should not be listed – researchers should only indicate period(s) in which they have resided and/or had their main
activity (work, studies, etc.) in a given country. Provide as many entries as needed. Any data provided should correspond to the Part B (CV
section). This information will be used to verify eligibility.
Supervisor
*The name and e-mail of the Supervisor is read-only in the administrative form, only additional details can be edited here. To modify, please
go back to Step 4 of the submission wizard and save the changes.
This section will be repeated for the supervisor in the partner organisation of Global Fellowships.
Supervisor
Title
Gender
Last Name
First Name(s)
E-Mail
Position in organisation
Department
Same as organisation address

Street

Town

Postcode

Country
Website
Phone
Phone2/Mobile

Please choose one of the following: Prof, Dr, Mr, Mrs, or Ms.
[Female(F)/Male(M)]
This information is required for statistical and mailing purposes. Indicate F or M as
appropriate.
[pre-filled]*
[pre-filled]*
[pre-filled]*
Indicate the position of the supervisor in the future host organisation.
Indicate the name of the department/faculty/institute/laboratory where the supervisor
works.
[Yes/No]
If the address of the department is the same as the address of the future partner
organisation, tick the box. This will pre-fill the next four lines.
If the address of the department is different from the address of the future partner
organisation, please enter the street name and number where the
department/faculty/institute/laboratory is located.
If the address of the department is different from the address of the future partner
organisation, please enter the town where the department/faculty/institute/laboratory is
located.
If the address of the department is different from the address of the future partner
organisation, please enter the postcode where the department/faculty/institute/laboratory
is located.
If the address of the department is different from the address of the future partner
organisation, please enter country where the department/faculty/institute/laboratory is
located.
Optional
Provide a website address.
Please insert the full phone number including country and city/area code. Example +32-22991111.
Optional
Please insert the full phone number including country and city/area code. Example +32-22991111.

Other contact persons – optional
*The name and e-mail of additional contact persons are read-only in the administrative form, only additional details can be edited here. To
modify, please go back to Step 4 of the submission wizard and save the changes.
Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Page 50 of 60

This section will be repeated for additional contact persons in the partner organisation of Global Fellowships.
Last Name
First Name(s)
E-Mail
Phone

[pre-filled]*
[pre-filled]*
[pre-filled]*
Please insert the full phone number including country and city/area code. Example +32-22991111.

3 – BUDGET
This section shows information on the total requested EU contribution based on the duration (person-months), the country of the beneficiary
(and country of partner organisation for GF) and the family situation of the experienced researcher at the call deadline.
Note that Experts will not comment on the budget but will evaluate the planned duration of each element of the fellowship under the Quality
and efficiency of the implementation criterion.
Is the Researcher eligible for the family
allowance?
Participant Number
Organisation Short Name
Country
Country Coefficient
Number of months

Researcher Unit Cost

Institutional Unit Cost
Total

[Yes/No]
The family situation of the experienced researcher as determined at the call deadline.
[pre-filled]
The future host organisation appears as number 1. For Global Fellowships, the partner
organisation will appear as number2.
[pre-filled]
[pre-filled]
[pre-filled]
[pre-filled]
This should correspond to the number of months selected previously, as well as with the
data provided in the Part B of the proposal.
[pre-filled]
The calculation is based on the base amounts as indicated in the Work Programme,
number of months encoded, and taking into account the country coefficient for the living
allowance.
[pre-filled]
The calculation is based on the base amounts as indicated in the Work Programme,
number of months encoded.
[pre-filled]
The total budget that you are requesting as grant (in Euros).

4 – ETHICS
This section identifies any ethical aspects of the proposed research activities. For details on how to complete the section, see Guidance - How
to complete your ethics self-assessment.
5– CALL SPECIFIC QUESTIONS
General
For communication purposes only, the European Commission REA asks for permission to publish the name of the researcher
(future fellow) should the proposal be retained for funding. Does the researcher (future fellow) give this permission?
Some national and regional public research funding authorities run schemes to fund MSCA applicants that score highly in the
MSCA evaluation but which cannot be funded by the MSCA due to their limited budget. In case this proposal could not be
selected for funding by the MSCA, do the researcher and supervisor consent to the European Commission disclosing to such
authorities the results of its evaluation (score and ranking range) together with their names and contact details, non-confidential
proposal title and abstract, proposal acronym, and host organisation?
Is there a secondment in Member States or Associated Countries envisaged in Part B of this proposal? (Note that for Global
Fellowships this secondment is different than the outgoing phase in the Third Country and only takes place in Member State /
Associate Country).

[Yes/No]

[Yes/No]

[Yes/No] – If Yes,
complete the
additional boxes

Eligibility
Were you in the last 5 years in military service?
[ONLY FOR EF-CAR]
Were you out of research a continuous period of 12 months within the eighteen months immediately prior to the
Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

[Yes/No] – If Yes,
specify the dates
[Yes/No] – If Yes,
specify the dates

Page 51 of 60

deadline for submission of proposals?
[ONLY FOR EF-RI and GF]
Are you a national of a Member State or Associated Country?
[ONLY FOR EF-SE]
Do you confirm that the future beneficiary is an entity from the non-academic sector, i.e. it is not: a public or private
higher education establishment awarding academic degrees, a public or private non-profit research institute whose
primary mission is to pursue research, an International European interest organisation
Did you spend time on procedures for obtaining refugee status (according to the 1951 Geneva Refugee Convention
and the 1967 Protocol) in a Member State or Associated Country?

and reason for
career break
[Yes/No] – If Yes,
select the country
[Yes/No]
[Yes/No] - If Yes,
specify the dates
and country

Widening – only appears in case the beneficiary (PIC) is from a widening country
The country of the selected PIC belongs to the list of widening countries. A dedicated budget (EUR 5 million) has been set aside under Work
Programme "Spreading Excellence and Widening Participation" to fund EF proposals submitted to the MSCA-IF-2018 call but which cannot
be funded under the EF lists of the MSCA-IF-2018 call due to a lack of budget. EF proposals where the host organisation is located in an
eligible widening country will be automatically duplicated into the Widening call, unless you opt out. Your decision to opt out or not will not
affect your chances of being funded directly under the MSCA-IF-2018 call.
We wish to opt out and not participate to the Widening Fellowships.

[Yes/No]

Extended Open Research Data Pilot in Horizon 2020
If selected, applicants will by default participate in the Pilot on Open Research Data in Horizon 2020, which aims to improve and maximise
access to and re-use of research data generated by actions.
However, participation in the Pilot is flexible in the sense that it does not mean that all research data needs to be open. After the action has
started, participants will formulate a Data Management Plan (DMP), which should address the relevant aspects of making data FAIR –
findable, accessible, interoperable and re-usable, including what data the project will generate, whether and how it will be made accessible
for verification and re-use, and how it will be curated and preserved. Through this DMP projects can define certain datasets to remain closed
according to the principle "as open as possible, as closed as necessary". A Data Management Plan does not have to be submitted at the
proposal stage.
Furthermore, applicants also have the possibility to opt out of this Pilot completely at any stage (before or after the grant signature). In this
case, applicants must indicate a reason for this choice (see options below).
Please note that participation in this Pilot does not constitute part of the evaluation process. Proposals will not be penalised for
opting out.
We wish to opt out of the Pilot on Open Research Data in Horizon 2020.

[Yes/No]

Background: Open Science under Horizon 2020
Open Science refers to the Horizon 2020 objective of increasing openness at all stages of the research life cycle and thus ensuring that
science serves innovation and growth. Open Science guarantees open access to publicly-funded research results and promotes a range of
facilities for knowledge sharing. Moreover, Open Science is an inclusive process aimed at promoting diversity in science across the
European Union and opening it to the general public, in order to better address the H2020 societal challenges and ensure that science
becomes more responsive both to socio-economic demands and to those of European citizens.
As part of Open Science, Open Access aims at providing on-line access to scientific information that is free of charge to the reader, focusing
on access to 'scientific information' or 'research results', which refers to two main categories:
•
Peer-reviewed scientific research articles (primarily published in academic journals)
•
Research data (data underlying publications, curated data and/or raw data).
Applicable provisions in H2020
To improve access to scientific information and to boost the benefits of public investment in research funded under Horizon 2020, the
beneficiary must ensure open access to all peer-reviewed scientific publications relating to the results of the action.
Horizon 2020 also includes a pilot on Open Access to Research Data (ORD). The goal of the pilot is to improve and maximise access to and
re-use of research data generated by Horizon 2020 funded actions.
As of the Work Programme 2017, the ORD pilot has been extended to cover all thematic areas of Horizon 2020 by default. However, the
Commission recognises that some research data cannot be made open and applies the principle 'as open as possible, as closed as necessary'. It
is therefore possible to opt out of the ORD Pilot at any stage - before or after the signature of the Grant Agreement - but reasons must be
given: e.g. for intellectual property rights concerns, privacy/data protection concerns, national security concern, if participation would run
against the main objective of the action or for other legitimate reasons to be specified.
Participation in the Pilot implies that a Data Management Plan (DMP) will have to be submitted as a deliverable within the first six months
of the action and updated whenever needed during its implementation. Please note that participation in the Pilot does not mean that all data
need to be made accessible. In case a dataset cannot be shared, the reason(s) for this should be mentioned in the DMP.
Although applicants are strongly encouraged to participate in the Pilot, whether a proposed project participates in the ORD pilot or chooses
to opt out will not affect the evaluation of that proposal. In other words, proposals will not be penalised for opting out.
Further information on Open Access, the Data Management Plan and the pilot can be found in the documents section of the Participant
Portal.
Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

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Annex 4 – List of descriptors
Chemistry (CHE)
C1 – Inorganic Chemistry
Bioinorganic chemistry

Catalytic materials

Chemistry of non-metals
Inorganic chemistry
Radiation and nuclear chemistry
Solid state materials
C2 – Organic, Polymer and Molecular Chemistry
Carbohydrates
Chirality
Combinatorial chemistry
Heterocyclic chemistry
Molecular architecture and structure
Molecular chemistry
Nucleic acid chemistry
Organic chemistry
Peptide chemistry
Polymer chemistry
Supramolecular chemistry
Synthetic organic chemistry
C3 – Physical and Analytical Chemistry

Coordination chemistry
Organometallic chemistry

Click chemistry
Macromolecular chemistry
Natural product synthesis
Organic reaction mechanisms
Stereochemistry

Chemistry of condensed matter
Colloid chemistry
Electrochemistry, electro dialysis,
microfluidics, sensors
Heterogeneous catalysis
Mass spectrometry
Molecular dynamics
Photochemistry

Crystallography and X-ray diffraction
Corrosion

Chemical reactions: mechanisms,
dynamics, kinetics and catalytic
reactions
Chromatography
Crystallisation

Forensic chemistry

Homogeneous catalysis

Ionic liquids
Method development in chemistry
Molecular electronics
Physical chemistry

Quantum chemistry

Separation techniques/extraction

Surface chemistry
C4 – Applied and Industrial Chemistry
Batteries
Ceramics
Food chemistry
Green chemistry

Theoretical and computational chemistry

Magnetic resonance
Microscopy
Photocatalysis
Physical chemistry of biological systems
Spectroscopic and spectrometric
techniques
Trace analysis

Materials for sensors
Nano-materials: oxides, alloys, composite,
organic-inorganic hybrid, nanoparticles

Medicinal chemistry
Pharmaceutical processes and production,
Regulatory aspects, quality assurance, good
manufacturing practice
Solar cells

Analytical chemistry

Porous materials, metal organic framework
(MOFs)
Surface modification
Toxicology

Chemical instrumentation and instrumental
techniques

Biological chemistry, biochemistry
Coating
Fuel cells
Hydrogen production/storage

Biomaterials, biomaterial synthesis
Enzymology
Graphene, carbon nanotubes
Intelligent materials, self-assembled
materials
Nanochemistry
Plastics

Structural properties of materials

Targeted drug delivery/discovery
Water splitting

Thin films
Water treatment/purification

Behavioural and experimental economics
Economic history
Financial econometrics
Health economics
Labour economics
Political economy
Statistics and big data

Economic geography
Economics of education
Game theory
Industrial economics
Macroeconomics theory
Public economics
Urban and regional economics

Economic Sciences (ECO)
E1 – Economics
Applied research econometrics
Economic growth
Environment economics
Global macroeconomic challenges
International trade
Monetary economics, international finance
Social economics, welfare economics
E2 – Economic Development
Circular economy

Cluster development

Key enabling technologies for development
Research & Open innovation,
competitiveness
E3 – Management

Natural resources management

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Environment issues in development
economics
Public administration

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Corporate governance and management
Research and innovation management
Value chain and optimisation
E4 – Finance
Accounting, international accounting
standards, reporting, tax issues related to
accounting
Financial markets, stock markets, fixed
income markets, other markets investments,
asset pricing, bonds, derivatives,
commodities

Human resources management
Start-up's, new business models in
entrepreneurship, social entrepreneurship

Industrial organisation
Strategy, marketing

Banks, insurance companies, financial
intermediaries & fund, credit rating
agencies

Corporate finance, fundamentals analysis,
capital budgeting, venture capital, risk
assessment

Information Science and Engineering (ENG)
G1 - Computer science and informatics
Algorithms, distributed, parallel and network
algorithms, algorithmic game theory
Cognitive modelling, cognitive engineering,
cognitive sciences
Pervasive computing, ubiquitous computing,
ambient intelligence, internet of things
Parallel/distributed systems, GPGPU, grid,
cloud processing systems
Intelligent robotics, cybernetics

Artificial intelligence, intelligent systems,
multi agent systems
Complexity and cryptography, electronic
security, privacy, biometrics
Computer games, computer geometry, multimedia, augmented and virtual reality
E-commerce, e-business, computational
finance
Internet and semantic web, ontologies,
database systems and libraries

Bioinformatics, e-Health, medical
informatics
Theorem proving, symbolic, algebraic
computations
Computer graphics, computer vision,
multimedia, computer games
E-learning, user modelling,
collaborative systems
Machine learning, data mining,
statistical data processing and
applications
Modelling engineering, human computer
Numerical analysis, simulation,
Scientific computing and data
interaction, natural language processing
optimisation, modelling tools
processing
Sensor networks, embedded systems,
Software engineering, operating systems,
Neural networks, connectionist systems,
hardware platforms
computer languages
fuzzy logic
Evolutionary computing, biologicallyTheoretical computer science, formal
Quantum computing, DNA computing,
inspired computing
methods
photonic computing
G2 - Systems and Communication Engineering: Electrical, electronic, communication, optical and systems engineering
Control Engineering
Diagnostic and implantable devices,
Electrical and electronic engineering:
environmental monitoring
semiconductors, components, systems
Electronics, photonics
Human-computer-interfaces
Nano engineering
Networks (communication networks, sensor
Optical engineering, photonics, lasers
Signal processing
networks, networks of robots,etc.)
Simulation engineering and modelling
Systems engineering, sensorics, actorics,
Wireless communications,
automation
communication, high frequency, mobile
technology
G3 - Products and Processes Engineering: Product design, process design and control, construction methods, civil engineering,
energy processes, material engineering
Aerospace engineering
Architecture, smart buildings, smart cities,
Chemical engineering, technical
urban engineering
chemistry
Civil engineering
Computational engineering and computer
Energy collection, conversion and
aided design
storage, renewable energy
Energy systems, smart energy, smart grids,
Environmental engineering and geotechnics
Fluid mechanics, hydraulic-, turbo-, and
wireless energy transfer
piston engines
Industrial bioengineering
Industrial design (product design,
Lightweight construction, textile
ergonomics, man-machine interfaces, etc.)
technology
Maritime engineering
Materials engineering
Mechanical and manufacturing
engineering (shaping, mounting, joining,
separation)
Production technology, process engineering
Sustainable design (for recycling, for
Transport engineering, intelligent
environment, eco-design)
transport systems
Waste treatment
Environmental and Geosciences (ENV)
V1 - Environment and society
Clean technologies, circular economy, life

Environmental determinants of health

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Environmental regulations, climate

Page 54 of 60

cycle assessment
Environmental risk assessment, monitoring
Spatial and regional planning (including
landscape and land management), GIS
V2 - Earth system science
Atmospheric chemistry, atmospheric
composition, air pollution, indoor air quality
Climatology and climate change

Mobility and transportation
Urbanization and urban planning, cities

Biogeochemistry, biogeochemical cycles

Natural hazards

Cryosphere, dynamics of snow and ice
cover, sea ice, permafrost and ice sheets
Geochemistry, crystal chemistry, isotope
geochemistry
Meteorology, atmospheric physics and
dynamics
Noise pollution

Paleoclimatology, paleoecology

Physical geography

Environmental chemistry, environmental
forensics
Hydrology, water management

Sedimentology, soil science, palaeontology
Terrestrial ecology, land cover change
V3 - Evolutionary, population and environmental biology
Animal behaviour
Biogeography, macro-ecology
Comparative biology
Environmental, marine and freshwater
biology

Ecology
Population biology, population dynamics,
population genetics

Systems evolution, biological adaptation,
phylogenetics, systematics
V4 - Food Science, Agriculture, Forestry and Non-Medical Biotechnology
Agriculture production systems (animals)
Agriculture production systems (crops),
including fertilisation and nutrient
management
Applied biotechnology (non-medical),
Aquaculture, fisheries
bioreactors, applied microbiology
Biomass and biofuels production
Biomimetics
Environmental biotechnology,
Food sciences, safety, traceability,
bioremediation, biodegradation
authenticity, agroindustry
Soil biology, soil functionality, soil
management

negotiations and citizen science
Social and industrial ecology,
sustainable development
Waste, by-products and residue
management (including from
agriculture)
Clean exploration and exploitation of
natural resources
Earth observations from space/remote
sensing
Geology, tectonics, volcanology,
physics of earth's interior, seismology
Mineralogy, petrology, igneous
petrology, metamorphic petrology
Oceanography, marine science, coastal
engineering
Pollution (water, soil, sediment),
rehabilitation and reconstruction of
polluted areas, clean technologies

Biodiversity, conservation biology
Ecotoxicology
Species interactions (e.g. food-webs,
symbiosis, parasitism, mutualism, bioinvasion)

Applied plant biology

Biohazards, biological containment,
biosafety, biosecurity
Crop protection, pest and disease control
Forestry and forest management,
agroforestry

Life Sciences (LIF)
L1 - Molecular and Structural Biology
Biophysics (e.g. transport mechanisms,
bioenergetics, fluorescence)

DNA synthesis and degradation

Molecular metabolism

Molecular interactions

Lipid synthesis, modification and turnover

Carbohydrate synthesis, modification and
turnover

Structural biology (e.g. crystallography, EM,
NMR, PET)
L2 - Genetics, Genomics, Bioinformatics and Systems Biology
Applied genetic engineering, transgenic
Bioinformatics
organisms, recombinant proteins, biosensors
Biostatistics
Computational biology

DNA repair and recombination
Protein synthesis, folding, modification
and turnover
RNA synthesis, processing,
modification and degradation

Biological systems analysis, modelling
and simulation
Epigenetics and gene regulation
Genetic and genomic variation and
related disorders

Genetic epidemiology

Genomics and functional genomics

Comparative, evolutionary and population
genomics
Molecular genetics, reverse genetics and
RNAi

Chromosome structure organisation and
dynamics

Metabolomics (including glycomics)

Proteomics

Quantitative genetics

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Page 55 of 60

Systems biology
Genome editing
L3 - Cellular and Developmental Biology

Transcriptomics
Genetic pharmacology

Pattern formation and embryology in animal
organisms
Mechanisms of growth control and cell
Cell differentiation, physiology and
proliferation
dynamics
Plant development pattern formation and
Organelle biology
embryology in plants
Stem cells and cellular programming
Mechanisms and dynamics of cell migration
L4 - Physiology, Pathophysiology and Endocrinology
Ageing
Cancer and its biological basis
Developmental biology and technology

Comparative physiology

Endocrinology

Organ physiology and pathophysiology
Reproductive biomedicine (reproductive
physiology and endocrinology, infertility and
pregnancy research)
L5 - Neurosciences and neural disorders
Behavioural neuroscience (e.g. sleep,
rhythms, speech, handedness)
Mechanisms of pain

Environmental physiology

Physiology of nerves and motor systems
Neurological disorders (e.g. Alzheimer's
disease, Huntington's disease, Parkinson's
disease)

Cognitive neuroscience (e.g. learning,
memory, emotions, consciousness)
Molecular and cellular neuroscience
Medicines, psychoactive drugs and
pharmacology, poison.
Psychiatric disorders and clinical psychology
(e.g. schizophrenia, autism, Tourette's
syndrome, obsessive compulsive disorder,
depression, bipolar disorder, attention deficit
hyperactivity disorder, addiction)

Plant genetics

Molecular transport mechanisms
Morphology and functional imaging of
cells
Molecular mechanisms of signal
transduction

Cardiovascular diseases
Metabolism, biological basis of
metabolism related disorders
Rare/orphan Diseases

Neural development and neuroplasticity
Neuroanatomy and excitability
Neuroimaging and computational
neuroscience
Sensory perception (nose and smell,
tongue and taste, eyes and vision, ears
and hearing, skin, pain, touch and
movements)

L6 - Immunity and infection
Bacteriology

Biological basis of cancer immunity

Biological basis of immunity related
Biological basis of other immunity related
inflammatory disorders
disorders
Immunogenetics
Immunological memory and tolerance
Microbiology
Parasitology
Prevention and treatment of infection by
Veterinary medicine and infectious diseases
pathogens (e.g. vaccination, antibiotics,
in animals
fungicide)
L7 - Diagnostic tools, therapies and public health
Diagnostic tools (e.g. genetic, molecular
Drug discovery and design (formulation and
diagnostic)
delivery)

Biological basis of autoimmunity/tolerance
Cellular and adaptive immunity
Immunosignalling
Phagocytosis and innate immunity
Virology

Drug therapy and clinical studies

In vivo bio and medical imaging

In vitro cell and tissue imaging

Gene therapy, cell therapy, regenerative
medicine

Tissue regeneration and engineering

Health services, health care research

Medical engineering and technology

Pharmacology, pharmacogenomics
Surgery

Public health and epidemiology

Environment and health risks,
occupational medicine
Immunotherapy (vaccine discovery,
genetic vaccines)
Personalised medicine
(diagnostic/prognostic biomarker,
patient-orientated management
solutions)
Radiation therapy

Algebraic number theory
Analytic number theory
Complex analysis
Functional analysis
Graph Theory
Homological algebra
Non commutative Geometry

Algebraic topology
Category theory and algebraic structures
Complex geometry
Game Theory
Group Theory
Low dimensional topology
Ordinary Differential Equations and

Mathematics (MAT)
M1 - Mathematics
Algebraic geometry
Algorithms and complexity
Combinatorics
Differential Geometry
General topology
Harmonic analysis
Mathematical logic and set theory

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Page 56 of 60

Partial Differential Equations
Set theory
M2 – Applied Mathematics
Control Theory
Mathematical aspects of Computer Science

Probability

Dynamical Systems
Ring theory

Data Analysis
Mathematical aspects of Economy and
Finance
Numerical analysis and scientific computing

Mathematical aspects of Biology
Mathematical aspects of Physics

Scientific Computing

Statistics

Neutrino oscillations

Nuclear physics, heavy ions

Nuclear physics, nuclear structure
Particle physics, theory/phenomenology
Quantum field theory
P2 – Atomic and molecular physics, optics
Atomic physics
Laser physics
Nano-optics
Optical physics
Quantum optics
P3 - Condensed matter physics

Particle accelerators and detectors
Supersymmetric particles

Particle physics, experiment
Quantum chromodynamics

Chemical Physics
Metrology and measurement
Non linear optics
Photonics
Quantum electrodynamics

Cold/Ultra-cold atoms and molecules
Molecular physics
Interferometry
Statistical physics (gases)

Condensed matter, thermal properties

Condensed matter, transport properties

Condensed matter, mechanical and
acoustical properties, lattice dynamics

Films and Interfaces

Fluid dynamics

High pressure physics

Mathematics in Engineering and other
Applied Sciences
Optimization

Operational Research

Physics (PHY)
P1 – Particle and Nuclear Physics
Fundamental interactions and fields

Electronic properties of materials, surfaces,
interfaces
Gas and plasma physics
Magnetism and strongly correlated systems

Mesoscopic physics

Phase transitions, phase equilibria
Soft condensed matter
Structure of solids and liquids
Surface Physics
P4 – Astrophysics, Cosmology, Space science
Active Galactic Nucleus (AGN) , QSO
Astronomical instrumentation: telescopes,
detectors, techniques
Clusters of galaxies and large scale
structures

Polymer physics
Spintronics
Superconductivity

Low-temperature physics
Nanophysics: nanoelectronics,
nanophotonics, nanomagnetism,
nanoelectromechanics, etc.
Semiconductors and insulators
Statistical mechanics (condensed matter)
Superfluids

Astrobiology, astrochemistry

Astrometry

Astrophysical jets, accretion phenomena

Big bang nucleosynthesis

Cosmic Microwave Background (CMB)

Cosmology

Dark matter, dark energy

Formation and evolution of galaxies

Extrasolar planets and exoplanets
High energy astrophysics
Radio astronomy
Solar system and planetary science
P5 – Applied physics
Acoustics
Communication Physics
Geophysics
Nanotechnology: nanomaterials, tools and
techniques, applications of nanotechnology
Photodetectors

Gravitational lensing
Interstellar medium
Relativistic astrophysics
Space weather

Plasmonics

Quantum electronics

Formation, structure and evolution of
stars
Gravitational waves
Nuclear astrophysics
Solar physics

Agrophysics
Complex systems, Networks
Laser applications

Biophysics and biophysical techniques
Computational Physics
Medical Physics

Optical engineering

Optoelectronics

Photonics applications

Photovoltaics and solar cells
Quantum Technology and Quantum
Devices

Solid-state devices
Social Sciences and Humanities (SOC)
Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Page 57 of 60

S1 - Sociology, social anthropology
Ageing, health social policies

Attitudes and values

Fertility, family dynamics, policies

Gender studies

Inequalities, discrimination, prejudice,
aggression and violence, antisocial
behaviour
Myth, ritual, symbolic representations,
religious studies

Kinship, cultural dimensions of classification
and cognition, identity
Qualitative methods, ethnography, case
studies

Social economy, social entrepreneurship

Social influence, power and group
behaviour, classroom management

Social structure, social mobility

Social theory

Sociology of education

Sociology of knowledge

Urban sociology, urban theory, urban
studies, global cities, territorialisation
S2 - Political science

Work, employment, precariousness

Comparative politics

Development studies

EU and European politics

Foreign policy
International relations, Global governance,
International politics and history; geopolitics
Political systems and institutions,
governance

Human, economic and social geography
Political economy
Politics of gender, Race, Discrimination and
inequalities; Identity politics

Public administration, Public policies

Relations with public interest groups

Theories of conflict, violence and security;
Negotiation and mediation

S3 - Law
Business, corporate and securities law
Education law

Comparative law
Employment and labour law, social law

Family and juvenile law

Health law

International law, human and civil rights;
Violence, conflict and peacebuilding
Public law, immigration law, environmental
law
S4 - Communication
Communication networks, media, including
social media, information society
Information & communication technology
and the world of work

Legal systems, constitutions, foundations of
law

Demography, population issues and
policies
Globalization, glocalization,
antiglobalism
Migration, refugees, asylum, interethnic
relations, conflicts and integration of
migrants
Rural population, agriculture,
innovation, depopulation
Social integration, exclusion,
inequalities, participation and prosocial
behaviour
Social welfare and neoliberalism
Transformation of societies,
democratization, social movements
Youth studies

Electoral politics, Political parties,
Citizenship and public engagement
Game theory, Logic of collective choice
Migration policy
Political theory, Political thought,
Political philosophy; Ideologies
Regional and territorial politics

Criminal law
European law
Intellectual property and innovation law;
Data protection law, IT law
Private law, consumer protection law

Sports and entertainment law

Crisis communication theory and procedures

Digital social research, audiovisual
social services

Information society and education

Institutional communication

Lobbying

Political communication and strategy

Social communication, verbal and non
verbal communication

Social studies of science and technology
S5 - Cognition, psychology, linguistics
Biological psychology: mind-body
connection, health, stress and disease
Ergonomics, human factors, user modelling,
and neuroergonomics

Cognitive psychology: learning, cognition

Neuropsychology and neurolinguistics
Typological, historical and comparative
linguistics
S6 - Philosophy
Aesthetics and philosophy of culture and
anthropology
Ethics and morality, bioethics
Phenomenology

Evolution of mind and cognitive functions,
animal communication
Psycholinguistics: acquisition,
comprehension , production
Use of language: pragmatics,
sociolinguistics, discourse analysis, second
language teaching and learning,
lexicography, terminology

Analytic philosophy
History of philosophy
Philosophy of religion

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Development across the life-span and
developmental psychopathology
Formal, cognitive, functional and
computational linguistics
Socio-cultural psychology and social
cognition

Epistemology, logic, philosophy of
science
Metaphysics
Social and political philosophy

Page 58 of 60

S7 - Education
Education systems, institutions and policies,
sociology of education
Lifelong learning, workplace learning and
training, heutagogy

Educational assessment, feedback
Philosophy of education, human
development

S8 - Literature, arts, music, cultural and comparative studies
African literature
Classics, ancient Greek and Latin literature
and art
Computational modelling and digitisation in
Contemporary literature
the cultural Sphere
Cultural studies, cultural diversity
History of art and architecture, arts-based
research
History of books, codicology
History of collections
History of literature
Latin American literature

Learning technologies, e-learning,
tutoring systems, learning analytics
Teaching and learning methodologies,
pedagogy, andragogy, psychology of
education
Comparative literature
Cultural memory, intangible cultural
heritage
History of art criticism

Literary theory and comparative literature,
literary styles
Museums and exhibitions, conservation and
restoration
Textual philology, palaeography and
epigraphy
S9 - Archaeology, history and memory
American archaeology, art and culture
Classical archaeology and art, history of
archaeology

Medieval literature

History of fashion design
Library and archival science;
Librarianship
Modern literature

Music and musicology, history of music

Oriental and East Asian literature

Cultural heritage, cultural memory

General archaeology, archaeometry,
landscape archaeology

Cultural history; History of collective
identities and memories
Egyptology and ancient near eastern
archaeology, art and culture
Historiography, theory and methods in
history, including the analysis of digital data

Industrial archaeology
Modern and contemporary archaeology
Prehistory, palaeoanthropology,
palaeodemography, protohistory

Medieval history
Modern and contemporary history
Social, economic, cultural and political
history

Early and modern archaeology

Visual arts, performing arts, film, design

Ancient history
Collective memories, identities, lieux de
mémoire, oral history

Marie Skłodowska-Curie Actions, Guide for Applicants
Individual Fellowships (IF) 2018

Asian archaeology, art and culture
Colonial and post-colonial history,
global and transnational history,
entangled histories
Diplomatics
Gender history
History of ideas, intellectual history,
history of science, techniques and
technologies
Military history
Numismatics, epigraphy

Page 59 of 60



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