Participating in IST: Learning from Experience

Carlos Salema

Outline

1. Introduction:• Portugal - facts and figures

• IST - Instituto Superior Técnico

• IT - Instituto de Telecomunicações

2. Portuguese participation in the IST Programme

3. Contracts

4. Conclusion: • Learning from experience

Introduction

Europe and Portugal

Portugal - Some figures

• Area 89 000 km2

• Population 10 000 000

• Cellular phones 9 636 000

• Debit cards 10 085 000

• R&D expense 1.781 B$

0.85 % GDP

• Researchers (FTE) 17 724

0.34 % AP

Portugal - R&D

1. R&D Expenses / GDP 0.85 %

2. Public funding 61.1 %

3. Private sector funding 31.5 %

4. Higher Education execution 35.6 %

5. Public sector execution 19.8 %

6. Private sector execution 34.4 %

Portugal - R&D

Portugal - Number of Ph.D./year

IST - History

CHRONOLOGY

351 287 7201050 1061

8.186

62885733

3955

1911 1920 1930 1940 1950 1960 1970 1980 1990 2000 2004

CampusAlameda

186 21

InterdisciplinaryComplex North Tower

Post-Grad. BuildingScience Building

Campus Taguspark South Tower

Social Action Building

Creation ofIST

6 years 5 years

Creation of Departments

5 years

8.680

5 11

Nº of courses

Course duration

Nº of Students

Edification

IST - Campuses

Alameda Campus Taguspark Campus

Campus Total Area

Classrooms and Lecture Halls

Study Rooms and Libraries

Labs, Workshops and Computer Rooms

Offices, Secretariats, Services and Meeting Rooms

84 338 m2

9 941 m2

4 050 m2

24 475 m2

24 360 m2

116 000 m2

1 526 m2

1 346 m2

1 315 m2

2 467 m2

IST - Mission

Education

Links with

Society

Research and

Development

IST

IST - Education

21Undergraduate

/ Graduate Programmes

31Master’s

Programmes

39Other

Postgraduate Courses

22Doctoral (PhD)

Programmes

IST - Facts and Figures

Doctorate Students

Undergraduate Students

Master’s Students

8 680

1 089

596

10 365

Professors 774

Non-teaching staff 565

Total Students

IST - Diplomas awarded per year

883

14375

827

11276

885

14087

966

125112

924

145115

0

500

1.000

1.500

1999/00 2000/01 2001/02 2002/03 2003/04

PhD+ AggregationMScGraduation

IST - Student Mobility

Mobility under SOCRATES/ERASMUS PROGRAMME

Mobility under ATHENS PROGRAMME

Students Abroad 132

Foreign Students in IST 124

Students Abroad 40

Cooperation Protocols with universities

Exchange students/professors 256

Other Cooperation Programmes

Portuguese Speaking African Countries190 students

enrolled at IST

IST - Funding sources

Exp

ecte

d in

com

e of

106

Mill

ion

Eu

ros

in 2

005

State Budget 52%

Balances 13%

Science and Technology Foundation 9%

Provision of services 8%

Tuition fees and other income 8%

European Union 7%

Others 4%

IST - Research and Development

Provision of services

European Union

National

R&D Projects (Thousands of Euros)

International

National

46%

(N=325)

23%(N=167)

31%(N=221)

29%(N=7500)

38%(N=9600)

33%(N=8600)

Type of R&D Projects

Provision of services

IST - Links with Society

Interface R&D Institutes

ICIST Institute for Structural Engineering,Territory

and ConstructionISR

Institute for Systemsand Robotics

IDMEC Institute for Mechanical

Engineering

IT Institute for

Telecommunications

ICTPOLInstitute for Polymer

Science and Technology

ICEMSInstitute for Science and Engineering of 

Materials and Surfaces

ICTMInstitute for

Materials Science and Technology

Instituto Instituto de de

TelecomunicaçõesTelecomunicações

IT - Legal Status & Associates

Private associationPrivate association• Instituto Superior Técnico (IST)Instituto Superior Técnico (IST)• Faculty of Sciences and Technology of the Faculty of Sciences and Technology of the University of Coimbra (FCTUC)University of Coimbra (FCTUC)• University of Aveiro (UA)University of Aveiro (UA)• Portugal Telecom InovaçãoPortugal Telecom Inovação• Siemens Portugal SASiemens Portugal SA

Not for profitNot for profitPublic bodyPublic body Associate LaboratoryAssociate Laboratory

IT - Mission

To create and disseminate newTo create and disseminate new

knowledge and to promote knowledge and to promote

advanced training in the field ofadvanced training in the field of

telecommunicationstelecommunications

IST - Location

LisboaLisboa

CoimCoimbrabra

AveiroAveiroCovilhãCovilhã

LeiriaLeiria

IT - Organization

Enabling TechnologiesEnabling Technologies

Basic Sciences &Basic Sciences &

RadioRadioCommComm

OpticalOpticalCommComm

Networks and MultimediaNetworks and Multimedia

IT - Human Resources

Position Aveiro Coimbra Lisboa Total

Assistant 3 14 2 19

Junior Prof 13 12 36 61

Assoc. Prof 6 6 20 32

Full Prof. 5 3 6 14

Coord. Prof 0 2 2 4

Graduates 24 2 4 30

MSc Student 23 8 28 59

PhD Student 23 7 34 64

Post Grads 2 0 2 4

Total 92 65 130 287

Portuguese Participation

in the IST Programme

Call 1- All proposals

Budget 1071 M€

Proposals submitted 1396

Proposals funded 226

Average success rate 16 %

Call 2 - All proposals

Budget 525 M€

Proposals submitted 1079

Proposals funded 148

Success rate 14 %

Call 1 - Portuguese participation

Proposals submitted 272

Proposals funded 44

Success rate 16 %

Funding (contract) 12.3 M€

Funding / Call budget 1.1 %

Call 2 - Portuguese participations

Proposals submitted 154

Proposals funded 25

Success rate 16 %

Funding 7.5 M€

Funding / Call budget 1.4 %

Call 1 - Funded proposals Portugal

Integrated projects (IP) 13

Networks of Excellence (NoE) 17

Projects (STREP) 9

Coordinating Actions (CA) 3

Strategic Support Actions (SSA) 2

Proposals funded (total) 44

Call 2 - Funded proposals Portugal

Integrated projects (IP) 9

Networks of Excellence (NoE) 2

Projects (STREP) 11

Coordinating Actions (CA) 1

Strategic Support Actions (SSA) 2

Proposals funded (total) 25

Call 1- Portuguese participations

Universities 25

Industry 15

R&D Centres 24

State Labs 7

Participations in 44 proposals 71

France 9

United Kingdom 8

Germany 5

Spain 5

Italy 5

Others 12

Funded proposals 44

Call 1- Portuguese partners

Contracts

InstrumentsInstruments

Integrated projects (IP)

Networks of Excellence (NoE)

Specific Targeted Research Projects

(STREP)

Coordination Actions (CA)

Special Support Actions (SSA)

Points to rememberPoints to remember

Types of contracts: FC, FCF, AC

Overheads: 20 % (FCF e AC)

Joint and several responsibility

Public body

Value added tax

Conclusions

Why participate ?

• Improve your R&D skills and practices

• Work with the best

• Internationalize, be a part of the big picture

• Help attract foreign R&D investment

• Funding is helpful but not the driving force (nor even absolutely essential)

How to be successful ?

• Get the information early

• Read the documentation (including contracts)

• Make sure your organization has proper accounting procedures so that you can apply for FC contracts

• Develop the right contacts, both at home and in the EU (visiting professorships and Ph.D. students often provide the “seed” for a successful project)

• Find a national institution that is willing to play the role of “locomotive”

Thank you very much for your attention