Transcript Marie Curie Individual Actions in FP7

Marie Curie Individual
Actions in FP7
Workshop at University of Limerick, 25 June 2007
Dr. Dagmar M. Meyer
Marie Curie National Contact Point
Monday, June 25, 2007
www.iua.ie
Outline of the workshop
• Part 1
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Policy background & key objectives
General principles and basic definitions
Description of the schemes and eligibility criteria
Financial aspects
Essential and useful links and addresses
Support structures for mobile researchers
• Part 2
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Proposal preparation - first steps
Submission and evaluation process
Structure of the proposal and evaluation criteria
Hints for a successful proposal
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Policy background
• Human resources a key element of the Lisbon
Agenda aimed at making Europe “the most
dynamic knowledge based economy in the
world, with more and better jobs and greater
social cohesion”
• Need for more and better trained researchers
in order to create a European Research Area
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Key objectives of
European initiatives
• Increase attractiveness of research careers in
Europe:
– encourage people to become/remain researchers
– encourage people to conduct research in Europe
• Create a European labour market for
researchers
– facilitate transnational and intersectoral mobility
– create supportive framework conditions
– provide appropriate training for sustainable careers
• Complement and strengthen links to national
systems
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People Programme in
FP7 (2007 – 2013)
• FP7 overall budget € 48bn
• People (Marie Curie) Programme € 4.727bn
– € 675m per year (in FP6: € 425m)
– Ireland’s success in FP6: € 59m = ~30% of FP6
total for a programme of 9% of total budget
• NEW: European Research Council € 7.5bn
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Overview of the Marie Curie
Actions
Initial training of researchers
Marie Curie Initial Training Networks (ITN)
Life-long training and career development
Marie Curie Intra-European Fellowships (IEF)
European Reintegration Grants (ERG)
Co-funding of regional/national/international programmes (COFUND)
Industry-academia pathways and partnerships
MC Industry-Academia Pathways and Partnerships Scheme (IAPP)
International dimension
MC International Outgoing and Incoming Fellowships (IOF / IIF)
MC International Reintegration Grants (IRG)
International Cooperation Scheme
Specific actions
MC Excellence Awards (AWARDS)
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Budget breakdown for 2007
Calls on 2007 budget, total € 440m :
€ 24m
6%
€ 14.5m € 6.25m
1%
3%
€ 24m
6%
ITN
IEF
€ 38.4m
9%
ERG
IAPP
€ 9.5m
2%
IOF
€ 240m
56%
IIF
IRG
Spec. Act.
€ 72m
17%
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General principles
• Focus is on the researcher and her/his career
development
• Open to all disciplines – from Natural Sciences to
Social Sciences and Humanities
• Bottom-up – no pre-defined topics or priority areas
• Free choice of host institution from public or
private sector (within certain limits)
• No age limits – what counts is level of experience
• Provisions for appropriate work/life balance
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Basic definitions: host &
individual actions
• Intra-European/International Fellowships and
Reintegration Grants are individual actions:
– individual researcher applies jointly with host institution
– duration at least 1 year for fellowships, 2 years for
reintegration grants
– fellowship/grant bound to individual (no replacement)
• Other actions (e.g. Initial Training Networks) are
host actions:
– consortium of various institutions applies for funding
– successful institutions advertise positions and select
fellows/researchers themselves
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Basic definitions: level of
experience
• Early-Stage Researchers (ESR):
– 0 – 4 years of research experience (full-time
equivalent) since degree qualifying them to embark
on a doctorate
• Experienced Researcher (ER):
– either in possession of a doctoral degree, or
– at least 4 years of research experience (full-time
equivalent)
• All Marie Curie Individual Actions are for
Experienced Researchers only! Relevant date is
deadline for submission of proposals.
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Basic definitions:
MS/AC/TC
• Member States (MS)
– there are now 27 EU member states
• Associated Countries (AC)
– Iceland, Liechtenstein, Norway, Israel, Switzerland,
Croatia, FYR Macedonia, Serbia, Turkey,
(Montenegro tentatively from mid July 2007)
• Third Countries (TC)
– more than 140 International Cooperation Partner
Countries (ICPC)
– other Third Countries (OTC)
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Basic definitions: host
institutions
• Organisations that are actively involved in
research and/or research training:
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Universities/Institutes of Technology
private and public research institutes
companies big and small
International Organisations (CERN, UNESCO, …)
the European Commission’s Joint Research Centre
NGO’s
etc.
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Basic definitions:
mobility requirements
• Fellow has not been resident in the host country
for more than 12 months within the last 3 years
• Fellow does not have the nationality of the host
country. Special rules in case of:
– dual citizenship
– European researcher returning from a third country
– third country researcher having resided in Europe for
a long time
– international organisations as host institutions
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Individual Fellowships
and Grants
• “Life-long Training and Career Development”
– Intra-European Fellowships for Career
Development (IEF)
– European Reintegration Grants (ERG)
• “International Dimension”
– International Outgoing Fellowships (IOF)
– International Incoming Fellowships (IIF)
– International Reintegration Grants (IRG)
• Next deadline / cut-off date:
– Fellowships: 14 August 2007
– Reintegration Grants: 17 October 2007
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Intra-European
Fellowships
• For the career development and competence
diversification of experienced researchers (with
or without PhD, from post-doc to senior researcher)
• Nationals of MS/AC or assimilated (i.e. third
country researchers having been active in MS/AC
for at least 3 out of the last 4 years)
• Any topic, any host institution in a MS/AC (could
be a company!)
• Transnational mobility is a must
• Duration 1 – 2 years
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European Reintegration
Grants
• Following a Marie Curie fellowship of at least
18 months duration (could be a host fellowship!)
• Application at the latest 6 months after the end
• For ERs from MS/AC or assimilated nationality
• Support to the longer-term (re-)integration in
any MS/AC institution different from the initial
host, including in country of origin or country of
Marie Curie Fellowship:
– contribution to the research and/or salary costs during
2 – 3 years (€15,000/year)
– host institution must provide adequate work contract
for at least the duration of the project
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International Outgoing
Fellowships
• To reinforce the international dimension of
the career of experienced researchers who
are nationals of a MS/AC
• Two phases (fellowship covers both phases):
– outgoing phase (1 – 2 years) for training and career
development in any third country institution
– mandatory return phase (1 year) in distinct legal entity
in MS/AC for reintegration and knowledge transfer
• Contract is with the return host (responsible for
return of the fellow)
• Mobility is a must
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International Incoming
Fellowships
• To reinforce scientific excellence of MS/AC by
attracting top-class experienced third country
researchers (not assimilated to MS/AC nationals)
• Enhance possibility for future collaborations
• One or two phases:
– incoming phase (1 – 2 years) in any MS/AC
(fellowship)
– optional return phase (1 year) if researcher is from an
ICPC country (€15,000/year towards research costs)
• Contracts with European and return host
• Mobility is a must
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International
Reintegration Grants
• For ERs from MS/AC who
– have been active in a third country for at least 3 years
– have not spent more than 12 months in a MS/AC
within the last 3 years
– are not employed in research in MS/AC at the
deadline for submission of proposals
• Support to the longer-term (re-)integration in
any MS/AC institution:
– contribution to the research and/or salary costs during
2 – 4 years (€25,000/year)
– host institution must commit itself to effective
integration for at least the duration of the project
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Work-life balance
• Split stays are possible
– should be integrated and justified in original work plan
• Temporary suspension (for personal, family or
professional reasons) can be requested later if
unforeseen at time of grant agreement
– always granted in case of maternity/parental leave
(augmentation of Community contribution)
• In principle, fellowships are on a full-time basis
– exceptionally, part-time work and corresponding
extension can be granted in case of personal or family
reasons (total Community contribution will not be
augmented)
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Allowances to the
researchers
• Living allowance (including all mandatory deductions) –
basic rate submitted to country-specific correction
coefficient (Ireland: 113.3)
Experience level
Employment contract (€/year)
Stipend (€/year)
ESR
33,800
16,900
ER with up to 10 years exp.
52,000
26,000
ER with >10 years exp.
78,000
39,000
• Mobility allowance (€500/€800 monthly, depending on
family situation at deadline, only if transnationally mobile)
• Travel allowance (€250 - €2500, depending on distance)
• Career exploratory allowance (€2,000 once, only with
fellowships)
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Contribution managed by the
host institution
• “Participation expenses of researchers”
managed by host institution to cover research
and training activities of fellows (conference
attendance, training actions, research costs,
membership in professional associations, etc.)
– €500 per fellow-months for non-laboratory based
projects
– €800 per fellow-months for laboratory based projects
– does not apply to reintegration grants and return
phase of IIF
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Contributions to the host
institutions
• Management activities
– max. 3 % of total Community contribution
• Overheads
– 10 % of direct costs except subcontracting
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More information on the
Marie Curie Actions
• Official website of the FP7 “People” (Marie Curie)
programme on CORDIS:
http://cordis.europa.eu/fp7/people/
– information on calls, work programme, guide for
applicants, etc.
• Marie Curie FP6 website on EUROPA:
http://ec.europa.eu/research/fp6/mariecurieactions/indexhtm_en.html
– lots of background documents, case studies,
interviews, ...
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Opportunities from FP6
Many projects from FP6 are still running:
Transfer of Knowledge, Early Stage Training,
Excellence Teams, …
For vacancies visit:
http://mc-opportunities.cordis.lu
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Key contacts
IUA Marie Curie Office – National Contact Point
Dr. Dagmar Meyer ([email protected])
Dr. Conor O’Carroll ([email protected])
[email protected]
01 676 4948
Enterprise Ireland – National Contact Point
Focus on Industry - Bill Kee
[email protected]
01 808 2277
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Support structures for
mobile researchers
• European and National Researcher Mobility
Portals
– joint initiative of the European Commission and
countries participating in FP7
– lots of practical information on living and working in
other European countries, but also information on
training and jobs
– a one-stop shop for mobile researchers and their
families
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Support structures for
mobile researchers
• ERA-MORE Network of Mobility Centres
– European network of more than 200 centres in 32
countries
– help-desk and personalised assistance in all matters
relating to professional and daily life, including
information on legal issues, social security, health and
taxes, everyday life as well as family support
– service completely free of charge
– available both to incoming and outgoing researchers
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Links to the Mobility
Portals
• European Researcher Mobility Portal:
http://europa.eu/eracareers/index_en.cfm
• Irish Researcher Mobility Portal
http://www.researchcareersireland.com/
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Proposal preparation –
first steps
• Establish contacts with your chosen host
institution / supervisor well ahead of time
(financial support for preparatory meetings etc.
available from Enterprise Ireland)
• Jointly develop a realistic research and training /
transfer of knowledge project
• Arrange for up to three referees’ assessments
• Download all the necessary documentation
• Do your homework – background reading!
(Rules of the programme but also some policy
background)
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Submission procedure
• Only electronic submission using EPSS
(Electronic Proposal Submission Service)
• Proposal has two parts:
– Part A: administrative information about proposal,
applicant and host institution (prepared forms)
– Part B: free text covering a number of predefined
aspects of the project, limited number of pages
(prescribed font size and margins), limited size of
pdf-file
• Deadline is STRICTLY enforced
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Evaluation criteria –
basic principles
• Evaluation according to criteria provided in the
Guide for Applicants
• Different criteria carry different weights
• Thresholds for some evaluation criteria
• Overall threshold is 70%
• All issues need to be addressed! Competition is
fierce – don’t waste your chances.
• Always keep in mind the objectives of the
activity!
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Evaluation process
• All proposals undergo initial eligibility check
• Evaluation by at least three experts from an international
pool (not all experts are exactly from your field of
speciality!!)
• Proposals that miss a threshold are rejected
• Remaining proposals are ranked within each panel
• All applicants receive evaluation summary report (very
useful for re-submission!!)
• Distribution of funding to different panels in proportion to
proposals submitted
• Reserve lists in case of late withdrawal etc.
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Indicative timetable for
Individual Fellowships
Publication of call
28 February 2007
Submission deadline
14 August 2007
Evaluation of proposals
8 – 26 October 2007
Evaluation Summary Reports sent to
proposal coordinators
November 2007
Invitation for contract negotiations
December 2007
Letter to unsuccessful candidates
From December 2007
Signature of first contracts
From February 2008
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Indicative timetable for
Reintegration Grants
Publication of call
22 December 2006
Cut-off dates
25 April 2007
17 October 2007
Evaluation of proposals
June 2007
November 2007
Evaluation Summary Reports sent
June 2007
to proposal coordinators
December 2007
Invitation for contract negotiations July 2007
January 2008
Letter to unsuccessful candidates
July 2007
January 2008
Signature of first contracts
From September From March
2007
2008
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Individual Fellowships –
Part B
• Evaluation criteria and thresholds
(overall threshold 70%):
criterion
weight
threshold
S & T Quality
25%
3/5
Training (IEF/IOF)
Transfer of Knowledge (IIF)
15%
IEF/IOF: 3/5
IIF: none
Researcher
25%
4/5
Implementation
15%
none
Impact
20%
none
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Individual fellowships –
S&T Quality
• Scientific/technological quality, including any
interdisciplinary and multidisciplinary aspects of
the proposal
• Research methodology
• Originality and innovative nature of project, and
relationship to the ‘state of the art’ of research
Timeliness and relevance of project
• Host scientific expertise in the field
• Quality of the group/supervisors
• Weight: 25%, Threshold: 3/5
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Individual fellowships –
Training (IEF & IOF)
• Clarity and quality of the research training
objectives for the researcher
• Relevance and quality of additional scientific
training offered, including acquisition of
complementary skills
• Host expertise in training experienced
researchers in the field and capacity to provide
mentoring / tutoring (for OIF: outgoing and return
host)
• Weight: 15%, Threshold: 3/5
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Individual fellowships –
Transfer of Knowledge (IIF)
• Potential of transferring knowledge to European
host and/or bring knowledge to Europe
• Clarity and quality of the transfer of knowledge
objectives
• Weight: 15%, Threshold: none
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Individual fellowships –
Researcher (IEF & IOF)
• Research experience
• Results including patents/publications/teaching
etc. taking into account the level of experience
• Independent thinking and leadership qualities
• Match between the fellow’s profile and project
• Potential to acquire new knowledge
• IEF: Potential for reaching a position of
professional maturity
• Weight: 25%, Threshold: 4/5
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Individual fellowships –
Researcher (IIF)
• Research experience
• Results including patents/publications/teaching
etc. taking into account the level of experience
• Independent thinking and leadership qualities,
and capacity to transfer knowledge
• Match between the fellow’s profile and project
• Weight: 25%, Threshold: 4/5
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Individual fellowships –
Implementation
• Quality of infrastructure/facilities and
international collaborations of host
• 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
• Weight: 15%, Threshold: none
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Individual fellowships –
Impact (IEF & IOF)
• Potential of acquiring competences during fellowship 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 the career development, or
re-establishment, where relevant
• IEF: Contribution to European excellence and
competitiveness
• IOF: Potential for creating long-term collaborations and
mutually beneficial co-operation between Europe and
the third country
• Weight: 20%, Threshold: none
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Individual fellowships –
Impact (IIF)
• Potential for creating long-term collaborations
and mutually beneficial co-operation between
Europe and the third country
• Contribution to European excellence and
competitiveness
• Contribution to the socio-economic development
of the developing countries or emerging and
transition economies by transfer of knowledge
and human capacity building (where relevant)
• Weight: 20%, Threshold: none
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Reintegration Grants –
Part B
• Evaluation criteria and thresholds
(overall threshold 70%):
criterion
weight
threshold
S & T Quality
30%
3/5
Researcher
30%
ERG: none
IRG: 3/5
Implementation
20%
none
Impact
20%
none
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Reintegration Grants –
S&T Quality
• Scientific/technological quality, including any
interdisciplinary and multidisciplinary aspects of
the proposal
• Research methodology
• Originality and innovative nature of project, and
relationship to the ‘state of the art’ of research in
the field
• Timeliness and relevance of project
• Weight: 30%, Threshold: 3/5
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Reintegration Grants –
Researcher
• Research experience
• Scientific and technological quality of previous
research (for ERG: during the Marie Curie
Fellowship)
• Independent thinking and leadership qualities
• Match between the fellow’s profile and project
• For IRG: Benefit to the career of the researcher
from the period of reintegration
• Weight: 30%, Threshold: 3/5 (only for IRG)
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Reintegration Grants –
Implementation
• Quality of host organisation, including adequacy
of infrastructure/facilities
• Feasibility and credibility of the project, including
work plan
• Practical arrangements for the implementation
and management of the scientific project
• Weight: 20%, Threshold: none
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Reintegration Grants –
Impact (ERG)
• Potential of transferring knowledge to host
• Capacity to develop lasting cooperation (with
previous country of the Marie Curie Fellowship
• Potential and quality of lasting professional
integration (expected length of work contract,
expected career development)
• Benefit to the career of the researcher from the
period of reintegration
• Weight: 20%, Threshold: none
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Reintegration Grants –
Impact (IRG)
• Potential of transferring knowledge to host
• Capacity to develop lasting cooperation with the
third country
• Contribution to scientific excellence by attracting
a first class researcher
• Contribution to European excellence and
competitiveness
• Potential and quality of lasting professional
integration (expected length of work contract,
expected career development)
• Weight: 20%, Threshold: none
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Hints for a successful
proposal
• Work closely with your chosen supervisor /
scientist in charge – this is a JOINT application
• Follow the guide for applicants and address all
issues mentioned in the explanatory notes
• Plan your writing - focus on one section at a
time, but keep the “overall picture” in mind
• Don’t be repetitive – the same issue may appear
in various sections, but from different
perspectives, so don’t simply cut-and-paste!
• Be concise and observe the page limit
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Hints for a successful
proposal
• Stick to the structure suggested in the guide for
applicants – keep the evaluators happy!
• The evaluators may not all be world experts in
exactly the area of your proposal – avoid using
very specific jargon and acronyms
• Provide the evaluators with evidence for your
claims, but avoid external resources (links to
websites etc.)
• Graphics and charts can be very helpful, but
don’t overdo it! Make sure they are readable in
black & white.
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Hints for a successful
proposal
• Get a colleague to read through your proposal
and do a “mock evaluation”
• If in doubt, ask your National Contact Point for
clarification!
• If you want to avail of our pre-submission
proposal check, allow enough time for feedback.
• Regularly upload preliminary versions of your
proposal, and don’t forget to hit “submit”!
• Keep the deadline - 5pm Brussels time means
4pm Irish time!!
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Financial support for
proposal preparation
• Enterprise Ireland travel support:
– for researchers in higher education / publicly funded
institutions
– for visits by Irish researchers abroad to meet potential
partners or attendance at EU information
days/workshops relating to FP7
– covers least-cost travel plus subsistence rates up to
€ 150 per day (typical length of visits: three days)
– during the period of FP7, any one researcher can
receive up to € 3,000 to facilitate multiple visits to
research partners
• More details and application form:
http://www.enterpriseireland.com/FP7/Financial+Support.htm
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Essential information on
Marie Curie Actions
• Official website of the FP7 “People” (Marie Curie)
programme on CORDIS:
http://cordis.europa.eu/fp7/people/
– information on calls, work programme, guide for
applicants, access to EPSS, EPSS guide etc.
• Marie Curie FP6 website on EUROPA:
http://ec.europa.eu/research/fp6/mariecurieactions/indexhtm_en.html
– lots of background documents, case studies,
interviews, ...
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Key contacts
IUA Marie Curie Office – National Contact Point
Dr. Dagmar Meyer ([email protected])
Dr. Conor O’Carroll ([email protected])
[email protected]
01 676 4948
Enterprise Ireland – National Contact Point
Focus on Industry - Bill Kee
[email protected]
01 808 2277
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