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CRUI
La ricerca per la qualità della vita: la priorità "salute" del 7° Programma Quadro
Ferrara, 25 ottobre 2006, Aula Magna - Palazzo Bevilacqua Costabili
Nona tappa del "Viaggio della Ricerca in Italia"
Il processo di valutazione dei progetti europei:
Marie Curie Actions
Esperienze di un valutatore nel corso
di FP 5 e FP 6
Silvano Capitani
LIFE SCIENCES Expert Evaluator
Ambito della valutazione
Structuring the European Research Area
Human Resources & Mobility
Marie Curie Actions (FP 5 & FP 6)
People (FP 7)
Individual-driven actions
Marie Curie Intra-European Fellowships (IEF)
Marie Curie Outgoing International Fellowships (OIF)
Marie Curie Incoming International Fellowships (IIF)
HRM evaluation
criterion
Threshold
mark
(0-5)
Weighting
(%)
Scientific Quality
of Project
-
15
Quality of the
Researchers
4
15
Quality of the
Research Training
Activities
3
15
Quality of the
Host
-
15
Management and
Feasibility
-
5
Added Value
and relevance to
the objectives
-
35
40
35
Weighting (%)
30
25
20
15
10
5
0
Scientific
Quality of
Project
Quality of the
Researchers
Quality of the
Research
Training
Activities
Quality of the
Host
Management
and Feasibility
HRM evaluation criterion
Added Value
and relevance
to the
objectives
Marks
Excellent
5
4
3
2
4.9
4.0
3.9
3.0
2.9
Very Good
Good
Fair
Cannot be improved
High degree of agreement
among evaluators
Some excellent points,
Very good overall with
respect to the criteria
Some very good points
and some weaknesses. Good
overall with respect to criteria
Some notable weaknesses
2.0
1
1.9
1.0
0
Poor
Poorly presented, confusing
information or poor technical
content
Fail or missing information
1. Scientific Quality
of Project
• Scientific/ technological quality including
any interdisciplinary and multidisciplinary
aspects of the proposal
• Research Methodology
• Originality and innovative nature of the
project and relationship to ‘state of the art’
of research in the field
• Timeliness and relevance of the project
2. Quality of the
Researchers
• Research experience
• Research results including patents, publications,
teaching etc.
• Independent thinking and leadership qualities
• Match between the fellow’s profile and project
• Potential for reaching a position of professional
maturity
• Potential to acquire new knowledge
3. Quality of the Research
Training Activities
• Clarity and quality of the research training
objectives for the researcher
• Relevance and quality of additional
scientific training offered, including
acquisition of complementary skills
4. Quality of the
Host
• Scientific expertise in the field
• Quality of the group/supervisors
• Expertise in training researchers in the
field and their capacity to provide
mentoring/tutoring
• International collaborations
• Quality of infrastructure / facilities
5. Management and
Feasibility
• Practical arrangements for the
implementation and management of the
scientific project
• Feasibility and credibility of the project
including work plan
• Practical and administrative arrangements
and support for the hosting of the fellow
6. Added Value and relevance to
the objectives
• Relevance of the proposal to one or more of the
objectives of the action (as specified in the HRM
Work Programme)
• Potential of acquiring competencies during the
fellowships to improve the prospects of reaching
and/or reinforcing a position of professional
maturity, diversity and independence, in particular
through exposure to complementary skills training
• Contribution to career development or
reestablishment (where relevant)
• Extent to which the research contributes to the
objectives of the European Research Area or
other European policy objectives
Convergenza fra i processi della
compilazione e della valutazione
• Il richiedente segue precise regole di compilazione della
domanda, che sono conosciute anche dal valutatore,
definite nella Guide for Proposers
• Il valutatore fa riferimento a criteri di giudizio predefiniti,
che sono noti anche al richiedente, riportati nelle
Guidelines for Proposal Evaluation
• Il valutatore, pur conservando libertà assoluta di giudizio,
è chiamato a seguire a sua volta regole precise e ad
esprimere pareri su punti specifici che il compilatore
conosce al momento della preparazione del progetto
E’ opportuno che si crei convergenza fra i due percorsi
(Compilazione e Valutazione) per raggiungere un
giudizio favorevole
La documentazione disponibile per preparare
un progetto è molto ampia
A. Info pack, including:
• The Call Text
• The Guide for Proposers
• The Work Programme of the HRM activity
B. In addition:
• The Guidelines on proposal evaluation and
project selection procedures
• Guidance notes for evaluators
Come aumentare la probabilità di
successo
• Seguire fedelmente le indicazioni delle linee
guida
• Oltre agli aspetti scientifici, fornire descrizione
accurata del management e del valore aggiunto
(Science versus other criteria)
• Avvalersi del supporto di esperti (National
Contact Points, Agenzie ad hoc, …..)
Proposal
Rejection
Eligibility
Individual Evaluation
Consensus
Ethical Issues
Rejection
Thresholds
Ranking by Commission
Negotiation
negative
Rejection
Result
positive
Commission
Funding Decision