There are different scientific panels and proposals are ranked within their scientific panel. Proposals in some panels are more STEM-oriented and would have a different kind of impact than proposals in the SOC panel for instance, but these proposals would not compete against the STEM-oriented proposals. It should also be considered that the impact is now broadened to encompass not only a purely scientific impact but also impact on the society at large. This can be an area where the SSH proposals could actually have a competitive advantage.

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.

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).”

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.

When talking about impact, this is prospective, it is in the future, assuming that the project is successful and that it achieves everything that it set up to achieve. The applicants could base themselves on some other studies to strengthen or build their case about the impact they could have, before the impact is actually achieved.

There are different scientific panels and proposals are ranked within their scientific panel. Proposals in some panels are more STEM-oriented and would have a different kind of impact than proposals in the SOC panel for instance, but these proposals would not compete against the STEM-oriented proposals. It should also be considered that the impact is now broadened to encompass not only a purely scientific impact but also impact on the society at large. This can be an area where the SSH proposals could actually have a competitive advantage.

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.

In this case, the 3-month secondment undertaken at the host organisation selected for your return phase (the beneficiary organisation) counts as part of the outgoing phase and is automatically included in the funding requested for that phase in the budget table of the Part A. This starting secondment undertaken at the beginning of the Fellowship has no effect on the length of the return phase, which has to be 12 months. As clarified on page 11 of the MSCA PF Guide for Applicants, this 3-month starting secondment must be included within the maximum 1/3 duration of the secondment.

The Funding and Tenders Portal (FTOP) submission system has been set up in a way that MSCA PF proposals can be created and submitted by a designated contact person from the host institution, the supervisor or the researcher. Any person creating an application in the FTOP system can give access rights to other parties, allowing them to submit the proposal (“full access”). However, as the submission of the proposal and other actions that follow this procedure (such as a withdrawal or, if successful, the grant agreement signature) ultimately fall under the responsibility of the host organisation, it is advised that the host institution submits the proposal on behalf of the researcher (EC FAQ 911). 

The criterion for resubmission for both the European Fellowship (EF) and the Global Fellowship (GF) under the 2022 MSCA Call is detailed on p.6 of the MSCA PF Guide for Applicants and p. 88 of the Horizon Europe 2021-22 MSCA Work Programme as follows:

“Proposals involving the same recruiting organisation (and for Global Postdoctoral Fellowships also the associated partner hosting the outgoing phase) and individual researcher submitted to the previous call of MSCA Postdoctoral Fellowships under Horizon Europe and having received a score of less than 70% must not be resubmitted the following year.” 

In addition, REA has published the following clarifications:

     – Applicants who scored less than 70% when applying for the EF scheme in the 2021 call can apply with the same recruiting organisation to the 2022 MSCA GF scheme (EC FAQ 19933)

    – Correspondingly, applicants who scored less than 70% when applying for the GF scheme in the 2021 call can apply with the same recruiting organisation to the 2022 MSCA EF scheme (EC FAQ 19933).

     – If an applicant reapplies with the same recruiting institution(s), but with a completely new, novel and different proposal than the version which was previously submitted and received a score below 70%, REA will consider this proposal a resubmission and declare it ineligible (EC FAQ 19934).

     – Researchers are allowed to resubmit a Horizon 2020 Individual Fellowship (IF) proposal that scored below 70% with the same recruiting organization(s), provided that all other eligibility criteria have been met (EC FAQ 19938).

     – If an applicant reapplies with the same recruiting institution(s), but with a new supervisor than the version which was previously submitted and received a score below 70%, REA will consider this proposal a resubmission and declare it ineligible (EC FAQ 19936).

     – Applicants who scored less than 70% when applying for the GF scheme in the 2021 call can apply with the same hosting organisation to the 2022 MSCA EF scheme if they change the outgoing host in the resubmitted proposal and meet all other eligibility criteria (EC FAQ 19935).

– If an applicant reapplies with the same recruiting institution(s), but would be hosted at different premises than in the version which was previously submitted and received a score below 70%, REA will consider this proposal a resubmission and declare it ineligible (EC FAQ 19937)

The period spent in a non-research position should be deducted from the Full-Time Equivalent (FTE) experience in research. The percentage of FTE for non-research activities outside of the researcher’s main research activity must be clearly documented, e.g. by a work contract/job description. These documents are not to be included in the MSCA PF application, but the host organisation (beneficiary) must keep them for their records in case of an audit.

The Research Executive Agency (REA) published a dedicated guidance and a self-assessment tool to support applicants with calculating their research experience for the MSCA PF call purposes. Both documents are available on the “How to Apply to MSCA” website in the “Postdoctoral Fellowships” section.  

Yes, it is possible to terminate the fellowship earlier than planned, especially if the fellow has found an attractive job offer. The host institution needs to put in place an amendment to terminate the grant. The amounts corresponding to unspent months will have to be returned to the EC, but the funding corresponding to the project months already implemented does not have to be returned.

Associated Partners are entities, which participate in the action, but without the right to charge costs or claim contributions. They contribute to the implementation of the action, but do not sign the grant agreement. They must include a letter of commitment. Therefore, in SE they could send and host secondments, but they cannot claim costs.

Yes, the type of link and the activities of the Associated partners linked to a beneficiary should be indicated in Part B, and they will be assessed as part of the evaluation.

It depends because some proposals can be very similar, for instance in the case of resubmission; and others are not quite similar, but they are still considered similar, for instance in the case of continuation. Even if the applicant mentions that a similar proposal has been submitted, this will be checked very carefully by REA. If after checking REA sees it is not the case, they will not consider it to be similar.

On the Funding and Tender Opportunities Portal there is a possibility to find interested associated countries or member states, it depends on the exchange. In case of an exchange between a member state and an associated country (a beneficiary and a 3rd country part), one can find whatever organisation. There however cannot be any exchange between two associated partners.

The list of organisations is in form A. REA avoids including the list of organisations at the beginning of part B. All participating organisations in SE projects need to be included in part A, which is the predominant list of beneficiaries and associated partners.