No % required for matching funds so it is up to the applicant to determine how much they will contribute to the total funding pot acknowledging that the EU funding will only cover the minimum remuneration required for the researchers.

Applicants can either require in the eligibility conditions that a candidate is from an under-represented group, or alternatively they can say that anyone can apply, but the evaluation criteria should include a statement of how the fellowship will boost diversity in this broad science field. It depends on the aims of the proposed programme. In case the eligibility conditions should be stricter, again it needs to be justified. The MSCA mobility/ eligibility conditions must be respected in all cases.

It is possible but it needs to be well justified in the proposal so that evaluators see the pertinence/ relevance/ added value of the proposed programme. There have been a few programmes focusing at specific target groups in the past. Examples:

Rosalind Franklin Fellowship Cofund Programme

REinforcingWomen In Research

VINNMER-PEOPLE

If the fellow was 1) performing their main activity in the lab based abroad and they were physically present there, and/ or 2) they were also residing abroad, then they should be considered eligible for France.

It is unlikely to have ethical issues identified for COFUND at the proposal stage (at least in most cases), given that the research is unknown in most cases, so the ethics issues would appear as ‘’NO’’ in the majority if not all cases. The part referred to in part A is for the applicant to explain the issues they have ticked “YES” in the table. Part B is very relevant for COFUND, as REA wants a detailed description of the ethics procedure to be carried out in order to identify ethics issues (if any) and how to follow up on them giving that at the proposal stage they are normally unknown.

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).”

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.

This is mainly for statistics purposes.

Yes. Such an additional contract in the US can be for example to ensure equivalent benefits and social security coverage. Below is an example provided by the European Commission:

Example: A BE university recruits the fellow for the total duration of the action (i.e. provides the main employment contract under the action) and sends him/her to a US university. Continuing the Belgian social security during the stay in the US could be too expensive, so that the beneficiary asks the US partner organisation to conclude an additional employment contract, in order to insure the researcher in the US.

Yes, there has to be a transfer of money from the institution of the return phase to the partner hosting the outgoing phase. Partnership agreement should be signed and should define such a transfer. Country correction coefficient (CCC) of the partner hosting the outgoing phase will be applied. The transfer can include not only living allowance but also mobility and family contribution or transfer of institutional contribution.

No. The researcher should be recruited by the institution of the return phase (the European beneficiary) under an employment contract that covers the entire duration of the grant agreement, including the outgoing phase (36 months total). It is then possible for the partner hosting the outgoing phase (the Third country organisation) to sign an additional employment contract with the researcher for just those 24 months of the outgoing phase, but the main contract will be with the beneficiary in Europe. In the practice different scenarios can occur, e.g. for the time of the outgoing phase (i.e. 24 months) the institution of the return phase will provide unpaid leave to the researcher – i.e. the researcher remains employee of the institution of the return phase but receives no salary from this institution.

It may be possible if the challenges are insurmountable.

Firstly, the fellow and the beneficiary should of course try to solve the issues and also document the process.

But if that fails, they should contact their Project Officer. Best practice would be to already be able to suggest an alternative that would ensure that the project could be implemented according to/or as close as possible to what has been evaluated.

The return phase always lasts 12 months, there are no exceptions. Starting at the European institution counts as outgoing. This means that if the outgoing phase is 24 months, only 21 months will be left after the secondment at the European return host.

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.