The Financial Statement will be pre-filled automatically based on the "researcher declarations" entered in the Continuous Report. None of the fields are editable from this screen; to add/modify details the user has to go in the Continuous/Periodic Reporting > Researchers tab.
In case of a universal takeover, all researchers' declarations will be assigned to the beneficiary that took over and there will be no Financial Statement for the old beneficiary.
The financial statement contains three fields
The financial statement of MSCA-Cofund contains the same fields as the general one and it should be treated similarly (more information on how to complete a general financial statement can be found here). The main fields of this type of financial statement are the following:
Financial information from contract
"No contribution requested" is information coming from the signed grant, so this field is read-only.
Financial statements
All financial statements (each period has one financial statement) and adjustments (adjustment from a previous period for which you haven't declared all costs yet and the requested contribution) for the current periodic report are displayed here.
Please note that the adjustment financial statements will be generated automatically in periodic report 2 when needed. Financial statement for the selected period
- The detailed eligible costs of the selected financial statement are visible here.
- 'Detail of the recruitments': displays all the data from the "Researcher Declaration" screen previously inserted in the Technical Report.
Cost categories (eligible and ineligible)
Source
The source document describing the costs is the Model Grant Agreement on the Funding & Tenders Portal.
The cost categories are described in article 6 of the Model Grant Agreement.
- The criteria for eligible costs are described in article 6.1 of the Model Grant Agreement.
- The template for the financial statement for beneficiaries for a reporting period can be found in the Annex 4 of the Model Grant Agreement.
The Unit Costs and Number of Units (person-month), as foreseen in the Annex 4, are determined by taking into account:
- The type of contract (Employment contract/Fixed amount fellowship)
- The implementing organisation ( the beneficiary/a partner organisation)
Principles
The 'unit costs' and the 'number of units' columns in the financial statement are not editable. However, the figures displayed here correspond to the data previously introduced in the Technical Report - Researchers tab.
When a financial statement is being signed, a specific clause is added to the confirmation pop-up: "The total remuneration costs for each researcher per month are equal to or higher than the amount set out in Article 15.1.1 (d)."
