Taking the Work programme (WP) wording as reference: “Implementing partners means third parties receiving financial support from the beneficiary and implementing the MSCA COFUND Doctoral or Postdoctoral programmes” (p.75 of the Horizon Europe MSCA Work Programme). An implementing partner that employs researchers but does not get funding would not strictly fall within the WP definition of implementing partners.

However, if a partner plays an important role in the implementation of the project but does not receive financial support from the beneficiary, the situation will be assessed by the evaluators at the proposal stage. In this case, the partner could still be considered implementing partner and still, partners recruiting researchers and playing a major role in the implementation of the project would need to comply with the specific eligibility conditions (e.g., country eligible for funding). The corresponding EU contribution (researcher-months) should be properly used by the beneficiary in some cost of the project though.

Yes, of course. The letter of commitment must state if Associated Partners contribute financially and how much is this contribution; however Associated partners cannot recruit researchers or receive EU funding, they can only host/ train researchers.

Implementing partners can also contribute financially even though they will receive financial support via the beneficiary.

Yes, as indicated in the GfA (page 9) https://rea.ec.europa.eu/system/files/2021-10/MSCA%20COFUND%202021%20-%20Guide%20for%20Applicants.docx.pdf: Associated partners known at the proposal stage must be included under the participants section in the part A of the proposal as well as in the relevant section in the part B2 (section 5).

The applicant shall only fill out this section if relevant, otherwise it can be left blank. There is already a table to be completed for the partners (Implementing or Associated) in part B2.

Both implementing partners and associated partners can provide co-financing. The money for the implementing partners can come from the coordinator, whereas the money for the associated partners has to come from a different source as they can’t receive EU money.

Timesheets and declarations are not requested in MSCA projects (contrary to other Horizon Europe actions based on actual costs). To prove that the researcher worked on their MSCA project, it is sufficient to present a contract with the host institution together with additional documents proving the fellow’s dedication to the project, if needed.

Moreover, declarations are not allowed by the auditors. REA has confirmed that the declaration on exclusive work is not applicable for audits carried out in MSCA ITN, IF and COFUND actions to determine time spent working on the action. It is expected this will continue in Horizon Europe.

As outlined in the H2020 Indicative Audit Programme, such evidence may include lab books, attendance lists, conference abstracts, library records, travel expenses, timesheets, reports to supervisor, meeting minutes, e-mail exchanges, etc. and other open sources (e.g. the internet) to see if the researcher worked on activities other than their  project. The auditors will also look at the researcher’s employment contract or corresponding agreement to see if it complies with Article 32 of the H2020 Annotated Model Grant Agreement, including but not limited to the obligation that the researcher works exclusively for the action.

Fellows need documentation in the form of a contract that shows the 50% commitment or something similar since MSCA does not typically operate with timesheets.

The change would be implemented from the time the allowance is or is no longer eligible according to the documentation. So if the divorce comes into force on 1September, then that is the month the researcher is no longer eligible for the family allowance.

Yes, if the situation of the researcher changes, the Family Allowance can become ineligible. If the relationship is no longer bound through marriage/ other legal agreement, then they are no longer eligible to receive the allowance.

The researcher is obligated to inform of this change of situation if it occurs.

Regarding the estimation of the family allowance budget for a Doctoral Network, there is a footnote (number 37) which starts on page 79 of the MGA for Unit Grants and continues on page 80, which states:

“Average based on the amount for the family allowance set out in the Horizon Europe Work Programme (MSCA Work Programme part) in force at the time of the call (75% of the number of units with family, 25% without).”

The deadlines and procedures are set out in the evaluation result letter. For more information on complaints about proposal rejection: https://webgate.ec.europa.eu/funding-tenders-opportunities/display/OM/Complaints+about+proposal+rejection.

The first thing to note is, that even though they cannot directly claim costs, it does not mean that they cannot indirectly receive some funding for the role they have in the DN. Typically for each unit cost, there is one part that goes to the researcher and then there is the institutional part, and this part should not be seen as funding for just this particular fellow, and this beneficiary. It is rather a common pot for the whole consortium to run the project. In the consortium agreement the consortium defines how this is split. This funding can be distributed to the different partners according to their needs in the project: some partners provide more trainings, for instance, the coordinator typically has more management costs, so this funding can be redistributed, and some of this money can go to associated partners to cover the costs of them hosting researchers for secondments, or for them to provide trainings. So these are internal arrangements within the consortium (in the broader sense with the associated partners) so they can get indirectly money for their action. Of course, there are also non-financial incentives; the interest for them to participate could be transfer of knowledge or being part of a dynamic network and being associated to the research project.

For PF, direct financial benefits may not be there but there are plenty indirect benefits – scientific contributions, networking, getting experience in this type of projects, hosting events.

All Open Science aspects are moved under Excellence in the methodology. Open Access should not be described under Impact and Dissemination as it is assessed under Excellence.

This requirement should be applicable to beneficiaries and not to associated partners.

For calls with deadlines in 2022 and beyond, once a project proposal is selected for funding following evaluations, consortium partners concerned by the eligibility criterion will have until Grant Agreement signature to confirm they have a GEP in place.

For calls with deadlines in 2022 and beyond, once a project proposal is selected for funding following evaluations, consortium partners concerned by the eligibility criterion will have until Grant Agreement signature to confirm they have a GEP in place.

Timesheets and declarations are not requested in MSCA projects (contrary to other Horizon Europe actions based on actual costs). To prove that the researcher worked on their MSCA project, it is sufficient to present a contract with the host institution together with additional documents proving the fellow’s dedication to the project, if needed.

Moreover, declarations are not allowed by the auditors. REA has confirmed that the declaration on exclusive work is not applicable for audits carried out in MSCA ITN, IF and COFUND actions to determine time spent working on the action. It is expected this will continue in Horizon Europe.

As outlined in the H2020 Indicative Audit Programme, such evidence may include lab books, attendance lists, conference abstracts, library records, travel expenses, timesheets, reports to supervisor, meeting minutes, e-mail exchanges, etc. and other open sources (e.g. the internet) to see if the researcher worked on activities other than their  project. The auditors will also look at the researcher’s employment contract or corresponding agreement to see if it complies with Article 32 of the H2020 Annotated Model Grant Agreement, including but not limited to the obligation that the researcher works exclusively for the action.

Fellows need documentation in the form of a contract that shows the 50% commitment or something similar since MSCA does not typically operate with timesheets.

Organisations can only encode secondments that are eligible for EC funding. So organisations could encode the secondments going to the UK, but not those from the UK to a beneficiary. It is the dates included in the mobility declarations (previously researchers’ declarations) which are used for financial reporting.  

The researcher is eligible to participate, the change of status does not affect their eligibility.

The UK partners will be funded with the UKRI Horizon Europe Guarantee, in line with the original budget line. They will no longer be able to be included as a beneficiary but will need to become Associated Partners (APs).  Secondments to UK APs from Member States (MS) and/ or Associated Countries (AC) will be funded by the EC as originally foreseen in the proposal. Secondments from UK APs to MS/ AC/ other APs will be funded via UKRI, in line with the budget line and secondment plan in the proposal. Secondments from another AP to the UK will also be funded via UKRI.