Annex 5 – Part B Template

In drafting PART B of the proposal, applicants must follow the structure outlined below. 	
DOCUMENT 1 (Proposal Number-Acronym-Part B1)
START PAGE (1 page)
TABLE OF CONTENTS (1 page)
LIST OF PARTICIPATING ORGANISATIONS (max 2 pages)

START page count (max 30 pages SECTIONS 1-3)

1.	EXCELLENCE (starting page 5)
2.	IMPACT
3.	QUALITY AND EFFICIENCY OF THE IMPLEMENTATION 

STOP page count (MAX 30 PAGES Sections 1-3)

DOCUMENT 2 (Proposal Number-Acronym-Part B2)
NO OVERALL PAGE LIMIT APPLIED
4.	EID SPECIFIC REQUIREMENTS (FOR EID ONLY)
5.	Capacities of the PARTICIPATING ORGANISATIONS
6.	EthicS ISSUES
7.	Letters of commitment 

Please note that no reference to the outcome of previous evaluations of this or any similar proposal should be included in the text. The expert evaluators will be strictly instructed to disregard any such references.

START PAGE

MARIE Skłodowska-CURIE ACTIONS

Innovative Training Networks (ITN)
Call: H2020-MSCA-ITN-2020

PART B

“PROPOSAL ACRONYM”

This proposal is to be evaluated as:

[ETN]   [EID]   [EJD]
[delete as appropriate]

Part B - Page X of Y

TABLE OF CONTENTS (max. 1 page)

LIST OF PARTICIPATING ORGANISATIONS (max. 2 pages)
Please provide a list of the consortium's members (both beneficiaries and partner organisations) indicating the legal entity, the department carrying out the work and the scientist-in-charge of the action. Entities with a capital or legal link should be added together with the linked beneficiary.

Consortium
Member	Legal Entity Short Name
	Academic (tick)	Non-academic (tick)	Awards Doctoral Degrees (tick)	Country	Dept./
Division /
Laboratory	Scientist-in-Charge	Role of Partner Organisation	
Beneficiaries 									
- NAME									
Partner Organisations									
- NAME									

For non-academic beneficiaries, please provide additional data as indicated in the table below.

Data for non-academic beneficiaries:

Name	Location of research premises
(city / country)	Type of R&D activities 	No. of full-time employees	No. of employees in R&D	Web site	Annual turnover
(in Euro)	Enterprise status (Yes/No)	SME status (Yes/No)	

•	The information in the above table must be based on current data, not projections
•	The financial and operational capacity of organisations participating in successful proposals will be subject to verification during the grant preparation phase

Declarations 
Name (institution / individual)	Nature of inter-relationship 	

•	Applicants must use the table above to declare any inter-relationship between different participating institutions or individuals (e.g. family ties, shared premises or facilities, joint or part ownership, financial interest, overlapping staff or directors, etc.) 

START page count – MAX 30 pages
1.	Excellence (starting on p.5)

1.1	Quality, innovative aspects and credibility of the research programme (including inter/multidisciplinary, inter-sectoral and, where appropriate, gender aspects)

Required sub-headings:
•	Introduction, objectives and overview of the research programme. For ETN, it should be explained how the individual projects of the recruited researchers will be integrated into – and contribute to – the overall research programme. EJD and EID proposals should describe the research projects in the context of a doctoral training programme
•	Research methodology and approach 
•	Originality and innovative aspects of the research programme (in light of the current state of the art and existing programmes / networks / doctoral research trainings)
The action should be divided in Work Packages and described in the table below. The Work Packages should reflect the research objectives. Only brief headings and overviews of the Work Packages should be presented in Table 1.1. More details in terms of actual implementation should be provided in the tables under section 3.1.

Table 1.1: 	Work Package (WP) List 
WP No.	WP Title	Lead Beneficiary No. 	Start Month 	End month 	Activity Type 	Lead Beneficiary Short Name 	ESR involvement	

1.2 	Quality and innovative aspects of the training programme (including transferable skills, inter/multi-disciplinary, inter-sectoral and, where appropriate, gender aspects)
Required sub-headings:
•	Overview and content structure of the training (ETN) or doctoral programme (EID/EJD), including network-wide training events and complementarity with those programmes offered locally at the participating organisations (please include table 1.2a and table 1.2b)
•	Role of non-academic sector in the training programme

Table 1.2 a		Recruitment Deliverables per Beneficiary 

Researcher No.	Recruiting Participant
(short name)	PhD awarding entities	Planned Start Month
0-45	Duration (months)
3-36	
1.					
2.					
3.					
…					
Total					

Table 1.2 b		Main Network-Wide Training Events, Conferences and
Contribution of Beneficiaries

Main Training Events & Conferences	ECTS 
(if any)	Lead Institution	Action Month (estimated)	
1					
2					
3					
4					

1.3	Quality of the supervision (including mandatory joint supervision for EID and EJD) 

Required sub-headings:
•	Qualifications and supervision experience of supervisors
•	Quality of the joint supervision arrangements (mandatory for EID and EJD).

To avoid duplication, the role and scientific profile of the supervisors should only be listed in the "Participating Organisations" tables (see section 5 below). 
The following section of the European Charter for Researchers refers specifically to supervision:

Supervision
Employers and/or funders should ensure that a person is clearly identified to whom Early-Stage Researchers can refer for the performance of their professional duties, and should inform the researchers accordingly. 
Such arrangements should clearly define that the proposed supervisors are sufficiently expert in supervising research, have the time, knowledge, experience, expertise and commitment to be able to offer the research trainee appropriate support and provide for the necessary progress and review procedures, as well as the necessary feedback mechanisms. 

1.4	Quality of the proposed interaction between the participating organisations

Required sub-headings:
•	Contribution of all participating organisations to the research and training programme
•	Synergies between participating organisations
•	Exposure of recruited researchers to different (research) environments, and the complementarity thereof

2.	Impact  

2.1	Enhancing the career perspectives and employability of researchers and contribution to their skills development

In this section, please explain the impact of the research and training on the fellows' careers. 

2.2	Contribution to structuring doctoral/early-stage research training at the European level and to strengthening European innovation capacity, including the potential for:

a) 	Meaningful contribution of the non-academic sector to the doctoral / research training (as appropriate to the implementation mode and research field)

b) 	Developing sustainable (= lasting) joint doctoral degree structures (for EJD only)

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

Required sub-headings: 
•	Dissemination of the research results 
•	Exploitation of results and intellectual property 

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

Required sub-heading:
•	Communication and public engagement strategy 

Concrete plans for sections 2.3 and 2.4 must be included in the corresponding implementation tables.

Note that the following sections of the European Charter for Researchers refer specifically to public engagement and dissemination:

Dissemination, Exploitation of Results
All researchers should ensure, in compliance with their contractual arrangements, that the results of their research are disseminated and exploited, e.g. communicated, transferred into other research settings or, if appropriate, commercialised. Senior researchers, in particular, are expected to take a lead in ensuring that research is fruitful and that results are either exploited commercially or made accessible to the public (or both) whenever the opportunity arises. 

Public Engagement
Researchers should ensure that their research activities are made known to society at large in such a way that they can be understood by non-specialists, thereby improving the public's understanding of science. Direct engagement with the public will help researchers to better understand public interest in priorities for science and technology and also the public's concerns. 
You can also refer to the Communicating EU research and innovation guidance for project participants as well as to the "communication" section of the H2020 Online Manual.

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 (including awarding of the doctoral degrees for EID and EJD)

Required sub-headings:
•	Work Packages description (please include table 3.1a);
•	List of major deliverables (please include table 3.1b, including the awarding of doctoral degrees, where applicable);
•	List of major milestones (please include table 3.1c); 
•	Fellow's individual projects, including secondment plan (please include table 3.1d);
•	EID specific requirements: for EID proposals, an additional table should be completed in part B2;

Note - Due date: The schedule should indicate the number of months elapsed from the start of the action (Month 1).

Table  3.1 a		Description of Work Packages 

WP Number 		Start Month – End Month	
WP Title 	(e.g. including Research, Training, Management, Communication and Dissemination…)	
Lead Beneficiary		
Objectives 	
Description of Work and Role of Specific Beneficiaries / Partner Organisations
(possibly broken down into tasks), indicating lead participant and role of other participating organisations	
Description of Deliverables
(brief description and month of delivery)	

Table 3.1 b		Deliverables List 

A deliverable is a distinct output of the action, meaningful in terms of the action’s overall objectives and constituted by a report, a document, a technical diagram, a software, training, conference, etc. These should be divided into scientific deliverables and management, training, recruitment and dissemination deliverables. Scientific deliverables have technical/scientific content specific to the action. The number of deliverables in a given Work Package must be reasonable and commensurate with the Work Package content. Note that during implementation, the submission of these deliverables to the REA will be a contractual obligation.

Scientific Deliverables	
Deliverable Number	Deliverable Title	WP No.	Lead Beneficiary  Short Name	Type	
Dissemination Level
	Due Date	
							
Management, Training, Recruitment and Dissemination Deliverables	
Deliverable Number	Deliverable Title	WP No.	Lead Beneficiary  Short Name	Type	
Dissemination Level
	Due Date	

Table 3.1 c		 Milestones List
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 consortium must decide which of several technologies to adopt for further development.
Note that, if the proposal is successful, two mandatory milestones will be added during the Grant Agreement preparation:

•	Mid-Term meeting between REA and the consortium, due at month 13-15: the presence of all beneficiaries (scientists-in-charge and recruited researchers) and partner organisations is expected. A best practice is to combine this meeting with other project events as appropriate.
•	Recruitment process completed, due at month 12.

For EID and EJD projects, specific milestones may also be added (PhD enrolment for all recruited researchers, Agreement to deliver the joint/double/multiple PhD).

Number	Title	Related Work Package(s)	Lead Beneficiary	Due Date 	Means of Verification	

Table 3.1 d Individual Research Projects
If applicable and relevant, linkages between the individual research projects and the work packages should be summarised here (one table /fellow). 

Fellow  (e.g. ESR1)	Host institution	PhD enrolment (Y/N)*	Start date (e.g. Month 6)	Duration   (e.g. 36 months)	Deliverables (refer to numbers in table 3.1b)	
						
Project Title and Work Package(s) to which it is related:	
Objectives: 	
Expected Results: 	
Planned secondment(s): Host, supervisor,  timing, length and purpose	
* Enrolment in Doctoral degree(s):
EJD specific: institutions where the ESR will be enrolled to obtain a joint/double or multiple doctoral degree should be included 
EID specific: institution where the ESR will be enrolled to obtain a doctoral degree should be included 
ETN if applicable: institution where the ESR will be enrolled to obtain a doctoral degree should be included 	

3.2	Appropriateness of the management structures and procedures, including quality management and risk management (with a mandatory joint governing structure for EID and EJD):

Required sub-headings:
•	Network organisation and management structure, including financial management strategy, strategy for dealing with scientific misconduct
•	Joint governing structure (mandatory for EID and EJD actions)
•	For EJD, joint admission, selection, supervision, monitoring and assessment procedures
•	Supervisory board 
•	Recruitment strategy 
•	Progress monitoring and evaluation of individual projects
•	Risk management at consortium level (including table 3.2a) 
•	Intellectual Property Rights (IPR)
•	Gender aspects (both at the level of recruitment and that of decision-making within the action)
•	Data management plan (see page 26 above regarding the Open Access and Open Data under Horizon 2020) 

Table 3.2a	Implementation Risks

Risk No.	Description of Risk	WP Number	Proposed mitigation measures	
R1	e.g. Delay in recruitment	WP x		

The following sections of the European Code of Conduct for the Recruitment of Researchers refer specifically to recruitment and selection:

Recruitment
Employers and/or funders should establish recruitment procedures which are open, efficient, transparent, supportive and internationally comparable, as well as tailored to the type of positions advertised.
Advertisements should give a broad description of knowledge and competencies required, and should not be so specialised as to discourage suitable applicants. Employers should include a description of the working conditions and entitlements, including career development prospects. Moreover, the time allowed between the advertisement of the vacancy or the call for applications and the deadline for reply should be realistic.
Selection
Selection committees should bring together diverse expertise and competences and should have an adequate gender balance and, where appropriate and feasible, include members from different sectors (academic and non-academic) and disciplines, including from other countries and with relevant experience to assess the candidate. Whenever possible, a wide range of selection practices should be used, such as external expert assessment and face-to-face interviews. Members of selection panels should be adequately trained.

3.3	Appropriateness of the infrastructure of the participating organisations 

Explain the appropriateness of the infrastructure of each participating organisation, as outlined in Section 5 (Participating Organisations), in light of the tasks allocated to them in the action.

3.4	Competences, experience and complementarity of the participating organisations and their commitment to the programme

Required sub-headings:
•	Consortium composition and exploitation of participating organisations' complementarities: explain the compatibility and coherence between the tasks attributed to each beneficiary/partner organisation in the action, including in light of their experience;
•	Commitment of beneficiaries and partner organisations to the programme (for partner organisations, please see also sections 5 and 7).

i) Funding of non-associated third countries (if applicable): Only entities from EU Member States, from Horizon 2020 Associated Countries or from countries listed in General Annex A to the Work Programme are automatically eligible for EU funding. If one or more of the beneficiaries requesting EU funding is based in a country that is not automatically eligible for such funding, the application shall explain in terms of the objectives of the action why such funding would be essential. Only in exceptional cases will these organisations receive EU funding. The same applies for international organisations other than IEIO. 

ii) Partner organisations: The role of partner organisations and their active contribution to the research and training activities should be described. A letter of commitment shall also be provided in section 7 and must follow the template (included within the PDF file, but outside the page limit).

STOP page count – MAX 30 pages (Sections 1-3)

DOCUMENT 2 (no overall page limit applied)

4.	EID specific requirements (for EID only)

For the EID mode the following table should be included indicating for each fellow the time spent in the academic and non-academic sectors confirming that each individual fellow spends at least 50% of their time in the non-academic sector (Check 1) and the mobility between academic and non-academic beneficiaries is international (Check 2). Also indicate the time spent in partner organisations (irrespective of the sector) restricting it to a maximum of 30% of the fellowship duration (Check 3). 

Fellow  (e.g. ESR1)	Recruiting institution*
	Time spent in Academic beneficiary (ies)** 	Time spent in Non-Academic beneficiary (ies)**	Time spent in Non-Academic Partner organisations**	Time spent in Academic partner organisations** 	Check 1	Check 2	Check 3	
ESR1	University X (Academic BE)	University X (BE)
12 months
	Industry Y (UK)          
18 months	Industry Z  (BE)     
3 months
	Research Institute A (DE)                           
3 months 	Yes (58%)	Yes (BE-UK)	Yes (17%)	
…									
* - indicate status Academic/Non-academic and country
**-indicate entity name, country, and number of months to be spent

5.	Participating Organisations 
All organisations (whether beneficiaries or partner organisations) must complete the appropriate table below. Complete one table of maximum one page per beneficiary and half a page per partner organisation (minimum font size: 8). Entities with a capital or legal link should be described together with the linked beneficiary.

For beneficiaries:

Beneficiary Legal Name:	
General Description	Short description of the activities relevant to the action	
Role and Commitment of key persons (including supervisors)	Including names, title and the intended extent of involvement in the action (in percentage of full-time employment) of the key scientific staff who will be involved in the research, training and supervision	
Key Research Facilities, Infrastructure and Equipment	Outline the key facilities and infrastructure available and demonstrate that each team has sufficient capacity to host and/or offer a suitable environment for supervising the research and training of the recruited Early-Stage Researchers	
Status of Research Premises	Please 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 beneficiaries and/or partner organisations in the consortium?	
Previous Involvement in Research and Training Programmes, including ITN	Detail any relevant EU, national or international research and training actions/projects in which the beneficiary has previously participated. Please clearly mention any previous involvement in ITN funded project(s), including project(s) acronym and reference number.	
Current Involvement in Research and Training Programmes, including ITN 	Detail any relevant EU, national or international research and training actions/projects in which the beneficiary is currently participating. Please clearly mention any current involvement in ongoing ITN funded project(s), including project(s) acronym and reference number.	
Submission of similar proposals under the same H2020-MSCA-ITN-2020 call	Please declare if you have submitted other similar proposals (in terms of participants or research objectives) under the same H2020-MSCA-ITN-2020 call.	
Relevant Publications and/or Research / Innovation Product	Max. 5	

For partner organisations:
Partner Organisation Legal Name: 	
General description		
Key Persons and Expertise		
Key Research Facilities, Infrastructure and Equipment		
Previous and Current Involvement in Research and Training Programmes 		
Relevant Publications and/or Research / Innovation Product	Max. 3	

6. 	Ethics Issues
All research activities in Horizon 2020 must respect fundamental ethics principles, including those reflected in the Charter of Fundamental Rights of the European Union. These principles include the need to ensure the freedom of research and the need to protect the physical and moral integrity of individuals and the welfare of animals. 

Ethics is an integral part of research from beginning to end, and ethical compliance is seen as pivotal to achieve research excellence. There is a clear need to make a thorough ethical evaluation from the conceptual stage of the proposal not only to respect the legal framework but also to enhance the quality of the research. Ethical research conduct implies the application of fundamental ethical principles and legislation to scientific research in all possible domains of research.

All proposals considered for funding will be submitted to an Ethics Review procedure. The Ethics Review is the core of the H2020 Ethics Appraisal procedure, which concerns all proposals and actions, and also includes the Ethics Checks that can be initiated during the action implementation.

In this context, please be aware that it is the applicants’ responsibility to identify any potential ethics issues, to handle the ethical aspects of their proposal, and to detail how they plan to address them.

Should the applicant identify any ethics issues when filling in the Ethics issues table in Part A of the proposal, then an ethics self-assessment must be included in part B2 Section 6 (Ethics Issues) of the proposal. 

The self-assessment in part B2 Section 6 must:

1) Describe how the proposal meets the national legal and ethics requirements of the country or countries where the tasks raising ethics issues are to be carried out. 

2) Explain in detail how the consortium intends to address the ethics issues raised in the Ethics issues table from part A, in particular as regards:

•	Research objectives (e.g. study of vulnerable populations, dual use, etc.)
•	Research methodology (e.g. clinical trials, involvement of children and related consent procedures, protection of any data collected, etc.) 
•	The potential impact of the research (e.g. dual use issues, environmental damage, stigmatisation of particular social groups, political or financial retaliation, benefit-sharing, malevolent use, etc.).

Should the proposal be selected for funding, before the start of an activity raising an ethics issue, each beneficiary must obtain:

•	any ethics committee opinion required under national law and
•	any notification or authorisation required under national and/or European law for activities raising ethics issues

needed for implementing the action tasks in question.

The documents must be kept on file and be submitted upon request by the coordinator to the Agency. 

If these documents 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). 

For more details, please refer to the “Horizon 2020 How to complete your Ethics Self-Assessment” guide. 

7.	Letters of Commitment 
	
Please use this section to insert scanned copies of the required letters of commitment. 

Letters of commitment from partner organisations should be on headed paper and signed in order to demonstrate the credibility of the organisation's commitment to the ITN. Please find a specific template for these letters in Annex 6.a.

For EJD, letters of institutional commitment must also be included from those academic beneficiaries/partner organisations that will award the doctoral degrees. These letters should be signed by an authorised legal representative of the organisation in question so as to offer reasonable assurance regarding the commitment to award the joint, double or multiple doctoral degree(s). A template for these letters is provided and must be followed by all academic EJD applicants awarding the doctoral degree(s) (please see Annex 6.b). 

END PAGE

MARIE Skłodowska-CURIE ACTIONS

Innovative Training Networks (ITN)
Call: H2020-MSCA-ITN-2020

PART B

“PROPOSAL ACRONYM”

This proposal is to be evaluated as:

[ETN]   [EID]   [EJD]
[delete as appropriate]

Part B - Page X of Y

Annex 6.a – Template of Commitment letter for ITN partner organisations 
- On headed paper of the entity

- Beyond any additional information that the participating organisation wishes to indicate in its Letter of institutional commitment, the following text should appear in all its parts and with no modifications:

I undersigned  ..................…, in my quality of ………………..…, commit to set up all necessary provisions to participate as partner organisation in the proposal ………………….… submitted within the call H2020-MSCA-ITN-2020 should the proposal be funded. 

On behalf of [name of the entity], I also confirm that we will participate and contribute to the research, innovation and training activities as planned in this project. In particular, our [name of the entity] will be involved in ….[Free field for any additional information that the participating organisation wishes to indicate in order to describe its role and contribution to the project].

I hereby declare that I am entitled to commit into this process the entity I represent.

Name, date, signature 

Annex 6.b – Template of Institutional Commitment letter for EJD participants awarding a joint/double or multiple degree

- On headed paper of the Institution or of the Doctoral School

- Beyond any additional information that the participating organisation wishes to indicate in its Letter of institutional commitment, the following text should appear in all its parts and with no modifications:

I undersigned  ..................…, in my quality of ………………..…, commit to set up all necessary provisions to award a joint/double/multiple research doctoral degree in the frame of the EJD proposal ………………….… submitted within the call H2020-MSCA-ITN-2020 should the proposal be funded. 

I am aware of and agree with the principle that the setting up of such provisions is a precondition for funding.

The research doctoral degree will be awarded to those Marie Skłodowska-Curie researchers who will fulfil, at the end of their research work, the requirements as set out in the formal agreement to establish the joint/double/multiple research doctoral degree between the relevant participating organisations.

[Free field for any additional information that the participating organisation wishes to indicate]

I am aware that the formal agreement to establish the joint/double/multiple research doctoral degree is due by month 6 from the start date of the project and I commit to comply with this deadline.

I hereby declare that I am entitled to commit into this process the Institution/Doctoral School I represent.

Name, date, signature