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).”

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.

If the same tasks and objectives are planned at both places it would be strange to put one as a ‘short visit’ and the other one as a ‘secondment’. The applicant should clarify if there is real interest from the supervisor to host for two months, otherwise, it will jeopardize the project plan. Or they have to change the objectives to fit a real short stay.

Yes, a secondment to the JRC is possible in the 2022 MSCA PF Call.

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.

Yes, it is possible to split the secondment, both in different periods and at different entities. It should always be planned so that it makes the most sense regarding the project and the researcher, e.g. they should consider if a very short secondment will give them the added value of a network.

There are no such templates beyond the standard consortium agreement template, such as the one provided by DESCA (https://www.desca-agreement.eu/desca-model-consortium-agreement/).

For Associated Partners, applicants have to click on the button on the Funding and Tenders Portal and then apply the PIC. For further steps in Form A and description of their role in Part B, applicants should follow instructions in the template.

For associated partners linked to a beneficiary, similar steps apply, but the type of link and description of the activities must be described in Part B.

There are three types of IMPACT in SE:

1. Economic Impact: boosts global & inter-sectoral collaborations

Triggers global inter-sectoral networking & innovation in TC and mobility flows between TC and Europe/ AC Increases active involvement of industry partners Consists on fostering innovation Facilitates technological development Transfers knowledge and deploys solutions It may include the impact the project will generate on participating companies in terms of revenues and profits, employment creation, market share, etc.

2. Social Impact: is a positive contributor to MSCA careers and employment for both male and female researchers

Concentrated on the generation of knowledge Involves R&I in developing, supporting and implementing Union policies Applies innovative solutions in industry (including SMEs), and addresses global challenges

3. Scientific Impact: contributes to fertilize advances across disciplines

Consistent fair representation in all the main research disciplines (majority of RISE projects ≥2 fields of science) Includes in particular the promotion of scientific excellence Creates high-quality new knowledge, skills, training and mobility of researchers

These three impacts are tracked with Key Impact Pathways (KIPs) which are divided as: ·

Scientific impact:

o Creating high-quality new knowledge

o Strengthening human capital in R&I

o Fostering diffusion of knowledge and Open Science ·

Societal Impact:

o Addressing EU policy priorities & global challenges through R&I

o Delivering benefits and impact via R&I missions

o Strengthening the uptake of R&I in society

Economic/ Technological Impact:

o Generating innovation-based growth

o Creating more and better jobs o Leveraging investments in R&I

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.