Process description and steps

The general concepts of the Grant Management Services system also apply to the reporting process. Also the reporting process follows the same principles and steps as the general reporting process - for a detailed description of the process, please click here.  

 Please note that, for MSCA-IF, even if the periodic reporting process is made available, the reporting for a beneficiary which underwent Universal Takeover is not supported if the new beneficiary is in a different country than the old one. In this case, please contact the Helpdesk to have your case assessed and treated accordingly. 

 In the Gender questionnaire, any male/female staff numbers have been declared for the old beneficiary, those numbers will be transferred to the new one automatically as following: 

• if the new beneficiary is also new to the Consortium, the Gender data of the old beneficiary will be copied to the new one; 

• if the new beneficiary was in the Consortium before the Universal Takeover, its updated Gender data will be the sum of its pre-existing beneficiary data and the data of the old beneficiary

Declaring the costs for the old and the new beneficiary 

Please note that in case of Universal Takeover of a beneficiary:

1.There will be no Termination Report for the terminated beneficiary  

2.When the Periodic Report that follows the universal takeover is opened, the new beneficiary will have access to two Financial Statements: 

• a Financial Statement for the old beneficiary   
• a Financial Statement for the new beneficiary (before 20.03.2017 (SyGMa 7.2): only if the new beneficiary has been active during the Reporting Period)   

The new beneficiary can choose to:

• Declare all the incurred costs for both the old and the new beneficiary in the new beneficiary’s Financial Statement 
  OR
• Declare separately the costs for each of the beneficiaries, that is:
  • the costs incurred by the new beneficiary in the new beneficiary’s Financial Statement
  • the costs incurred by the old beneficiary in the old beneficiary’s Financial Statement