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Science, research and development European Commission Marie Curie Actions - FP6

Human Resources and Mobility Marie Curie Actions

Agata Stasiak – Prague 17/03/2005

Agata Stasiak

European Commission

http://europa.eu.int/mariecurie-actions HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

Framework Programme 2002-2006 Initial Budget (million euros)

excl. Euratom INTEGRATING EUROPEAN RESEARCH

STRENGTHENING THE FOUNDATIONS OF ERA 14682

STRUCTURING THE ERA 2854

Research and innovation 290

Human resources and mobility (Marie Curie Actions) 1732

 

Research infrastructures Science and society 715 88 347 TOTAL 17 883 Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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European Commission Science, research and development Marie Curie Actions - FP6

Marie Curie Actions

• Training / transfer of knowledge / excellence promotion / career development • Bottom-up approach (no thematic priorities) • Trans-national mobility of participating researchers • Promotion of female participation

• Open to 3 rd country nationals

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Profile of Fellows

4 years experience or Ph.D.

< 4 years experience Science, research and development Marie Curie Actions - FP6

Marie-Curie Actions Overview

Chairs Teams Intra-European Fellowships Awards International Fellowships Host Fellowships for Transfer of Knowledge Development Action Industry-Academia Partnership Research Training Networks Conferences and Training Courses Host Fellowships for Early-Stage Advanced Lifelong Training and Excellence Early-Stage Training European Commission Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development Marie Curie Actions - FP6

Main changes in Work Programme

WP amended in Sept. 2004

• New Member States • Enhancing participation of the private sector • New methods of submission (electronically and 2 stage) • New ways of evaluation (modifications, new thresholds & weighting criteria) • Simplifications & clarifications concerning actions

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Main changes in Work Programme

Global Context

Experience with first evaluation rounds FP6: • Worrying oversubscription • NMS/CC participation • Industry participation • Issue of multi-disciplinarity

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Deadline Overview

Type of actions covered by the call RTN EST Deadline for reception of proposals 2 December 2004 8 September 2005 15 Dec. 2004 (1st stage): April 2005 (2nd stage) European Commission TOK Conferences & Training Courses EIF IIF IOF Excellence Awards Researchers in Europe ERG IRG 18 May 2005 18 May 2005 16 February 2005 16 February 2006 17 May 2006 15 February 2006 19 January 2005 19 January 2005 18 January 2006 18 January 2006 16 February 2005 15 February 2006 2 December 2004 Continuous from 19 January 2005 to 19 July 2006 Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6 Type of actions covered by the call RTN EST TOK Conferences & Training Courses EIF IIF IOF Excellence Awards Teams Chairs ERG IRG Researchers in Europe

Budget Overview

Budget 2005 Budget 2006 45 45 12.25

65 20 20 40 8 0.25

10 10 170 3 220 47 12.25

70 22 22 45 10 0.25

13 13 Project Size ( €) 800 k – few Mill EUR 300 k – 3 Mill 200 k – 1.2 Mill 50 k – 1 Mill 50 k (single conference) 60 k – 180 k 72 k – 185 k 120 k – 240 k 800 k – 1.6 Mill 450 k – 750 k 50 k 40 k 80 k ~40 k Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development Marie Curie Actions - FP6

Submission & Success 2003 - 2004

Marie Curie Action

Early stage training

EST RTN SCF/LCF

Transfer of Knowledge

TOK IAP TOK DEV

Advanced training

EIF Intra-european OIF International outgoing IIF International incoming

Re-integration

ERG European IRG International

Eligible Selected 2003 Success rate Eligible Selected 2004 Success rate

706 326 316 30 190 1672 239 363 120 40 48 41 31 13 73 394 42 56 113 35

6.8% 12.6% 9.8% 43.3% 38.4% 23.6% 17.6% 15.4% 94.2% 87.5%

827 647 373 30 309 2922 409 638 126 49 59 37 30 8 72 339 84 71 124 44

7.1% 5.7% 8.0% 26.7% 23.3% 11.6% 20.5% 11.1% 98.4% 89.8% European Commission Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Profile of Fellows

4 years experience or Ph.D.

< 4 years experience Science, research and development Marie Curie Actions - FP6

Overview of Actions

Chairs Teams Intra-European Fellowships Awards International Fellowships Host Fellowships for Transfer of Knowledge Development Action Industry-Academia Partnership Research Training Networks Conferences and Training Courses Host Fellowships for Early-Stage Advanced Lifelong Training and Excellence Early-Stage Training European Commission Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

Development Scheme To develop or reinforce research potential of institutes in need of new competencies

• • • • Applications by institutions in need of developing new competencies

All countries

, with priority to Community LFRs/Associate Candidate Countries Host selects & recruits experienced researchers (2-24 months) Possibility to send own staff (2-12 months) to pre-determined institutions + return (same duration as 1st phase)

Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

Industry-Academia Partnership

• • • • •

To create or develop true strategic & durable partnerships

Application by Industry & Academia partners from at least 2 different countries Co-ordinating host from industry or academia, with 1 or more partners from other sector Funding of exchange of experienced researchers amongst staff members, in 1 or both directions (2-24 months) Intersectorial mobility allowed between participants of the same MS or AS up to 30% of the p/m in the project Includes SMEs, spin-offs, start-ups

Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development Marie Curie Actions - FP6

Development Scheme

Incoming fellows, from publicised vacancies

European Commission

Contractor Outgoing fellows, own staff to named partners

(no more than 50% of p/m) Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Industry-Academia Partnership

Contractor Industry or Academia Partner (Contractor) Academia or Industry Partner (Contractor) Academia or Industry

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

TOK expenses covered

Expenses related to Experienced Researchers

-

TOK- DEV: Monthly living allowance

(4-10 years of experience: contract: €47 000/year, stipend: € 23 500/year, >10 years of experience: contract: € 70 500/year, stipend: € 35 250/year)

Travel allowance

: at least 1 for each (average € 750), for fellowships from 13-24 months – 2 times

Mobility allowance:

monthly payment ( € 800 for fellow with family charges, € 500 without family charges)

Career exploratory allowance

(single payment of € 2 000/fellow only for incoming and for stays of at least 12 months).

TOK- IAP: Monthly living + travel+ mobility allowances Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

TOK expenses covered

Expenses related to activities of the host TOK- DEV:

-

Basis: no of p/m of researchers sent out

Reimbursement of specific expenses related to the training of researchers in the partner organisation (training, laboratory costs, etc.) within the limit of real cost of € 800 per p/m -

Basis: no of p/m of researchers hosted Fixed costs basis

( € 250 per p/m for non-lab, € 500 per p/m for lab based)

Real cost basis

( € 1 200 per p/m) -

TOK- IAP: Fixed costs basis

( € 250 per p/m for non-lab, € 500 per p/m for lab based)

Real cost basis

( € 800 per p/m)

Direct costs =

Expenses related to Researchers + Expenses related to activities of the host

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

TOK expenses covered

-

Additionally for TOK – DEV and TOK-IAP Overheads

(10% of direct costs)

Management

(3% total Community contribution)

TOTAL Community Contribution:

direct costs+overheads+management

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

TOK eligible expenses

-

Expenses for the activities carried out by the researchers TOK- DEV:

Staff members sent outside (living, travel, mobility allowances) Hosted researchers (living, travel, mobility, career exploratory allowances) -

TOK- IAP:

living, travel, mobility allowances

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

TOK eligible expenses

Expenses for the activities carried out by the host organisations TOK- DEV:

a) Category F: Specific expenses related to the training of researchers in the partner organisation (training, laboratory); limit of real cost of € 800 per p/m b) Contribution to expenses related to the project (incl. equipment costs (fixed ( € 250 or € 500) or real (€ 1 200) costs base; rates per p/m related to hosted researchers) -

TOK- IAP:

Category F: a) Contribution to expenses related to the project (incl. equipment costs (fixed ( € 250 or € 500) or real (€ 800) costs base; rates per p/m)

Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

TOK eligible expenses

-

Expenses for the activities carried out by the host organisations TOK- DEV and TOK - IAP:

Category G: max. 3% of the Total Community Contribution Category H: 10% of direct costs except for subcontractors Category I: equipment expenses if necessary for the project, duly justified on basis of real costs, with prior approval of the EC

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

TOK changes in Work Programme

Transfer of Knowledge

• Clearer distinction between TOK-DEV and TOK-IAP • In TOK-IAP also non-scientific staff eligible • In TOK-IAP introduction of intersectoral mobility within one State, under certain conditions .

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Preparing a good proposal

What am I aiming to do?

Is there a set proposal structure?

What are the evaluators looking for?

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Preparing a good proposal

-

Step 1:

Decide upon action: http://europa.eu.int/comm/research/fp6/mariecurie-actions Read the “Handbook” for the actions of interest -

Step 2:

Download the “InfoPack” Available via CORDIS or Europa Consult: Work Programme & Guide for Proposers & Guide for Evaluators -

Step 3:

Complete the Proposal Complete administrative forms (Part A) & proposal description (Part B) in Guide for Proposers

European Commission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

Submitting a proposal Electronic Submission (EPSS)

– Register on Web for login & password – On-line proposal writing – You may update your application anytime until deadline.

Proposals must arrive before or on the deadline Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

Preparing a good proposal

InfoPack: Call text:

list of Actions that are open for proposals and the deadline for proposal submission.

Guide for Proposers

(administrative forms – Part “A”, and free text of the project description – Part “B”, details on submission process)

Current Work Programme

(description of MC Actions, eligibility and evaluation criteria)

Also Evaluation Manual

(general procedures used for evaluation)

Guidance Notes for Evaluators

(evaluation principles and procedures, use them to check against the specified criteria)

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

Relevant Documents

Brochures Information Submission Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Structuring a good TOK proposal

B1

B1.1.

B1.2.

B1.3.

B1.4.

B2

B2.1.

B2.2.

B2.3.

B2.4.

Scientific Quality of the Project

Research topic

(½ A4 page)

Project objectives

(½ A4 page)

Impact to the Host Organisations

(one A4 page)

Research method and work plan

(two A4 pages, plus tables and charts)

Transfer of Knowledge Activities

Need for training and transfer of knowledge

(one A4 page)

Content of Transfer of Knowledge

(one A4 page)

Expected impact on training and transfer of knowledge

(one A4 page)

Exchange of personnel

(one A4 page plus table)

European Commission Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

Structuring a good TOK proposal

B3

B3.1.

B3.2.

Quality / Capacity of the Host Organisations

Profile of the participants (two A4 pages) Quality of infrastructure of the host organisation (one A4 page)

B4

B4.1.

B4.2.

Management and Feasibility

Proposed management and organisational structure (one A4 page) Management know-how and experience of the main contractor (one A4 page)

B5 European Added Value and Relevance to the objectives (Three A4 pages) Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

Evaluating a good TOK proposal

Scientific Quality of Project Threshold mark -3 Weighting – 15% Quality of the Knowledge Transfer Threshold mark - 4 Weighting – 15% Quality of Host Weighting – 15% Management and Feasibility Threshold mark -3 Weighting – 15% Added value and relevance to objectives Weighting – 40%

Scientific / technological quality, timeliness and relevance of the project Quality of the transfer of knowledge project Quality of the host in its current area of research Practical arrangements for the implementation and management of the TOK project including ability to build upon knowledge transferred Relevance of the proposal to one or more of the specific objectives of the action Research methodology of the project and interdisciplinary and multidisciplinary aspects of the proposal considered Relevance of the project with respect to achieving the declared knowledge transfer project Quality and relevance of international / intersectorial research collaborations Recruitment / exchange strategy, including timetable, equal opportunity policy, etc Structuring effects at the European level and if relevant extent to which other European policy objectives are met.

Originality/innovative aspects of the project Match of the targeted researchers’ profile to the knowledge transfer project Quality and adequacy of infrastructure / facilities Feasibility and credibility of the project Likelihood of the transfer of knowledge project to enhance European scientific excellence

Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

Evaluating a good TOK proposal

Scientific Quality of Project Quality of the Knowledge Transfer Quality of Host:

Match between project and host's profile Capacity of the hosts to receive knowledge

Management and Feasibility

Quality of the collaborative partnership (where relevant) Appropriate size of requested fellowship with regard to capacity of the host

Added value and relevance to objectives

TOK-DEV: benefit to the host in knowledge transfer; long term capacity building and potential to reach an international level in the field TOK-DEV: extend to which knowledge is transferred to Community less favoured regions and associated candidate countries TOK-IAP-capacity to develop new intersectorial collaborations and to achieve lasting collaborations TOK-IAP Extent to which SMEs contribute to the project

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

Evaluation Process

Proposal Rejection Eligibility Individual Evaluation Consensus Ethical Issues Rejection Thresholds Rejection Ranking by the EC Negotiation negative Result positive Commission Funding Decision

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS European Commission

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Science, research and development European Commission Marie Curie Actions - FP6

Marie Curie Actions Marie Curie Conferences and Training Courses

• • •

To stimulate early stage researchers through participation of conferences and courses

Encourage researchers to benefit from the experience of leading researchers (priority to early stage) Variety of actions (including virtual ones) - series of conferences, summer schools, training events etc. on a theme or linked themes - No further calls for large conferences* Funding: Researchers – travel and subsistence, fees for attendance Hosts – organisational expenses, management activities (max 7%), equipment where necessary, publications, invitation of keynote speakers

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

Marie Curie Actions Conference and Training Courses

-

Features:

Practical events, coherent and non- repetitive (Training courses, conferences) At least 4 events Duration max 4 weeks 1st events should not start earlier than 6 months after deadline Located in MS or AS (exceptionally in a 3rd country) Max 150 participants Duration of the project: up to 4 years Project size from € 180 000 to € 1 400 000

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

Marie Curie Actions Marie Curie Conferences and Training Courses

Useful documents:

- Handbook - Info Pack: Work Programme & Guide for Proposers & Guide for Evaluators

Features of the proposal

(s ubmitted by legal entities, can be single or multi-partner) : bottom-up approach, relevant to Europe, multidisciplinary, intersectorial, or leading-edge nature.

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development Marie Curie Actions - FP6

CF/TC changes in Work Programme

European Commission

• Abolishing support for attending large conferences • Support for series of events enpanded • However, no support to « repetitive annual conferences »

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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Science, research and development European Commission Marie Curie Actions - FP6

Timetable from submission to contract TOK and SCF

TOK Publication of call:

15 December 2004

Deadline: 18 May 2005, 17.00 (Brussels local time) Evaluation

: July 2005

ESR sent:

August 2005

Invitation to negotiation:

September 2005

Signature of first contracts:

December 2005

Budget:

TOK – DEV €30 million TOK – IAP €15 million

SCF Publication of call:

19 January 2005

Deadline: 18 May 2005, 17.00 (Brussels local time) Evaluation

: July 2005

ESR sent:

September 2005

Invitation to negotiation:

September/October 2005

Signature of first contracts:

December 2005

Budget:

€ 12 250 000

Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development European Commission Marie Curie Actions - FP6

FP7 – People – Human Potential

Initial training of researchers Marie Curie Networks Life-long training and career development Individual fellowships Co-financing of regional/national/international programmes Industry-Academia pathways and partnerships Industry-Academia Scheme International dimension Outgoing International Fellowships; Incoming International Fellowships; International Cooperation Scheme; Reintegration grants Specific actions Excellence Awards Agata Stasiak – Prague 17/03/2005

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HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

Science, research and development Marie Curie Actions - FP6

Thanks for your attention

European Commission

Agata Stasiak DG Research-European Commission [email protected]

Help desk: [email protected]

http://europa.eu.int/mariecurie-actions

Agata Stasiak – Prague 17/03/2005 HUMAN FACTOR, MOBILITY AND MARIE CURIE ACTIONS

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