Fact Sheet 1.5 Eligibility rules fr Csts f mbility f persnnel This Fact Sheet shall serve the EUROfusin beneficiaries and linked third parties as a guideline. It shall neither cnstitute a legally binding dcument nr waive yur bligatin t investigate all relevant surces f infrmatin. Furthermre, the fllwing guidelines shall nt release the beneficiaries and linked third parties frm their individual respnsibility and liability fr sund financial administratin and reprting. If in dubt abut the eligibility f a cst, yu are welcme t cntact the EUROfusin Crdinatr at any time t receive clarificatin. The fllwing paper will prvide prject partners (Beneficiaries and their Linked Third Parties) with shrt infrmatin n the eligibility rules (general as well as specific cnditins) set ut in the EJP Cfund Mdel Grant Agreement fr the budget categry + Csts f mbility f persnnel. Detailed eligibility rules and examples are laid dwn in the Unit Cst Decisin C(2013) 8201 1, in Annex 2a f the EUROfusin Grant Agreement, and in the AGA - Anntated Mdel Grant Agreement: H2020 General MGA: V2.2 25 Nvember 2016, pages 646-651. General cnditins fr unit csts t be eligible The grant can nly reimburse eligible csts. If the Cmmissin/Agency finds ineligible csts, they will be rejected (see Article 42 GA). Eligible unit csts are csts that meet the fllwing general cnditins: + The unit csts are calculated as fllw: {amunts per unit set ut in Annex 2 multiplied by number f actual units} OK + the number f units is necessary fr implementing the actin + the units are used r prduced during the actin duratin 1 Available at http://ec.eurpa.eu/research/participants/data/ref/h2020/ther/legal/unit_csts/unit-csts_fusin_en.pdf Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 1
+ the number f units is identifiable and verifiable, in particular supprted by recrds and dcumentatin (the prject partner must be able t shw that the number f units declared was actually used fr the actin) Csts that d nt cmply with all f these general cnditins are t be cnsidered ineligible. Csts that are declared as a specific unit may nt be declared (a secnd time) under anther budget categry. Specific cnditins fr budget categry Mbility f persnnel (declared as unit csts) The implementatin f the fusin radmap requires that researchers that take part in the fusin jint prgramme shuld be able t participate actively in jint activities and experiments at the fusin research facilities. In additin, the scientific explitatin f the JET facilities requires the presence f researchers frm all the Member States and assciated third cuntries such as Switzerland t cme t Culham and stay during lng perids while the experiments take place. Furthermre, the fllw up f the jint prgramme requires setting up supprt units that will assist the prgramme manager. In this respect, a mbility scheme was set up fr persnnel f the EUROfusin prject partners that need t be sent t a lcatin different frm his/her place f emplyment. If missins are made t: + an rganisatin where the researcher takes part in experiments using a research infrastructure f that rganisatin; r + anther prject partner where the researcher carries ut research activities described in Annex 1 r 7, r + a jint supprt unit created by the beneficiaries under the actin (PMU), csts fr mbility f persnnel must be declared n the basis f unit csts fixed by Cmmissin Decisin C(2013) 8201 and set ut in Annexes 2 and 2a f the GA. Currently there are unit csts fixed fr: + a daily subsistence allwance t cver fr the additinal csts f living, + a mnthly subsistence allwance t cver fr the additinal csts f husing, + a mnthly family allwance t cver fr additinal tuitin fees (registratin and attendance fees at educatinal establishments) f dependent children (at the mment f secndment at least 5 years ld and n mre than 18 years ld) fllwing primary r secndary educatin curses. Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 2
Csts f mbility f persnnel declared as unit cst shall be eligible if: + they fulfil the general cnditins fr unit csts t be eligible (i. e. number f units necessary fr implementing the actin, identifiable and verifiable etc.) OK + the prject partner s emplyee 2 is secnded r n a missin t a lcatin ther than his r her nrmal place f emplyment and + the secndment is made t : an rganisatin where the researcher takes part in experiments using a research infrastructure f that rganisatin; anther beneficiary where the researcher carries ut research activities described in Annex 1 (Descriptin f the Actin) r 7 (Annual Wrk Plan), r a jint supprt unit created by the beneficiaries under the actin; + they are calculated by multiplying the number f actual units used [e. g. number f actual days and mnths f secndment (r individuals n missins), number f dependent children accmpanying secnded persnnel] with the amunt per unit set ut in Annex 2a + the csts have been fully incurred fr the benefit f the persnnel secnded r n missin fr daily and mnthly allwances: fully paid t the individuals (fr secnded persnnel including during annual leave, special leave, sick leave and hlidays) fr the family allwance: fully paid fr persnnel accmpanied during the secndment by dependent children (between five and 18 years f age), enrlled in regular full-time attendance at a primary r secndary schl that charges tuitin fees (registratin and attendance fees). Amunts per unit fixed by Cmmissin Decisin The csts must be declared n the basis f the unit csts fixed by Cmmissin Decisin C(2013) 8201118 and set ut in Annexes 2 and 2a f the GA, currently: + fr the daily subsistence allwance: EUR 127.65, per individual per day + fr the mnthly subsistence allwance: between EUR 0 and 720.27 per individual per mnth, depending n the distance between the place the emplyee f the prject partner has an emplyment cntract and the place f secndment r destinatin f missin: 2 This budget categry may als be used fr secndments f persnnel NOT emplyed by the beneficiary / linked third party but with a cntract with full scial security cverage. Furthermre, it may als be used fr secndments f persnnel prvided inkind by a third party free f charge. Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 3
Distance (between place f emplyment and place f secndment / destinatin f missin) Mnthly allwance 0-150 km 0.00 > 150 km 82.05 > 300 km 145.86 > 500 km 237.05 > 800 km 382.92 > 1300 km 601.73 > 2000 km 720.27 T ensure purchasing pwer parity fr researchers wrking all ver the Member States, daily and mnthly subsistence allwances are subject t a cuntry specific crrectin cefficient. The crrectin cefficients applicable 2014 and 2015 are shwn belw: Cuntry / Place Cefficient Cuntry / Place Cefficient Austria 106,4 % Italy 104,2 % Belgium 100 % / Varese 93,4 % Bulgaria 58,4 % Latvia 77,6 % Cratia 80,0 % Lithuania 71,5 % Cyprus 84,1 % Luxemburg 100 % Czech Republic 80,6 % Malta 83,3 % Denmark 135,3 % Netherlands 105,3 % Estnia 77,6 % Pland 74,2 % Finland 122,1 % Prtugal 83,5 % France 117,7 % Rmania 68,8 % Germany 95,8 % Slvakia 79,7 % / Bnn 94,1 % Slvenia 85,3 % / Karlsruhe 93,8 % Spain 97,1 % / Munich 106,4 % Sweden 131,9 % Greece 90,5 % Switzerland / Geneva 124,6 % Hungary 78,3 % Switzerland / Berne 123,3 % Ireland 110,6 % United Kingdm 147,8 % / Culham 112,5 % Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 4
The cuntry specific crrectin cefficients that will be applied as frm 1 January 2016 thrugh an amendment t the Grant Agreement are shwn belw: Cuntry / Place Cefficient Cuntry / Place Cefficient Austria 105,9 % Italy 99,4 % Belgium 100 % / Varese 92,2 % Bulgaria 52,1 % Latvia 74,2 % Cratia 74,6 % Lithuania 69 % Cyprus 77,3 % Luxemburg 100 % Czech Republic 73,4 % Malta 84,5 % Denmark 131,8 % Netherlands 107,8 % Estnia 78 % Pland 71,8 % Finland 119,7 % Prtugal 79,2 % France 114,6 % Rmania 64,8 % Germany 96,6 % Slvakia 76,4 % / Bnn 93,4 % Slvenia 81,2 % / Karlsruhe 93,8 % Spain 90,2 % / Munich 106 % Sweden 127,9 % Greece 79,9 % Switzerland 142,4 % Hungary 69 % United Kingdm 166,9 % Ireland 116,6 % / Culham 127,7 % + fr the family allwance: EUR 258.81, per dependent child per mnth. Calculatin f allwances Allwances must be calculated as fllws: + fr the daily subsistence allwance: Amunt per unit (EUR 127.65 x crrectin cefficient) x number f actual missin r secndment days = daily subsistence allwance (ttal) e. g. fr three days stay in Munich: EUR 127.65 * 106.4% * 3 days = EUR 407.46 Missin r secndment day means each day f missin r secndment that lasts mre than 12 hurs and is calculated as fllws: the base amunt is the time between the departure time and the return time f Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 5
the main frm f transprt used fr the missin r secndment t this amunt, add the fllwing fr each leg f the jurney (utward and return): fr train travel: a maximum f 30 minutes fr each leg fr air travel: a maximum f 2 hurs fr each leg. + fr the mnthly subsistence allwance: Amunt per unit (km-dependent amunt x crrectin cefficient) x number f actual missin r secndment mnths = mnthly subsistence allwance (ttal) e. g. fr IPP Garching emplyee n three mnths secndment in Culham: EUR 382.92 * 112.5% * 3 mnths = EUR 1,292.36 Missin r secndment mnth means each full mnth f missin r secndment (n pr-rate payments fr partial mnths f secndment). A full mnth can be ne f the fllwing tw: a calendar mnth (e.g. 1 t 31 July inclusive) r a mnth frm the date the secndment starts until the same date the fllwing mnth (excluding the last day, e.g. 3 July t 2 August). + fr the family allwance: Amunt per unit (EUR 252.81) x number f mnths f secndment x number f dependent children = family allwance e. g. researcher with 2 dependent children secnded fr 6 mnths: EUR 252.81 * 6 mnths * 2 children = EUR 3,033.72 The family allwance is paid fr each full mnth f secndment in which the dependent child (between five and 18 years f age) is enrlled in regular full-time attendance at a primary r secndary schl that charges tuitin fees (registratin and attendance fees). Indicative list f ineligible csts The fllwing list prvides an verview n sme ineligible expenses. Please keep in mind that this list is nt exhaustive. Expenses nt listed there are therefre NOT autmatically t be cnsidered as eligible. + csts based n activities implemented befre the starting date f EUROfusin + csts based n activities implemented after the date f prject clsure + csts already cvered by anther budget categry (e. g. salary csts f the secnded persnnel, travel csts) + mbility csts fr persnnel cntributed in-kind against payment Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 6
+ direct r indirect csts fr managing the secndments (such csts can be declared as actual csts under anther budget categry) + pr-rata payments fr partial mnths f secndment r missins Please nte that 25% flat-rate financing fr indirect cst shall nt apply t the unit cst fr the mbility f persnnel Annexes and related Fact Sheets Fact Sheet 1.1 Overview f Eligible Csts per Budget Categry Fact Sheet 1.4 Eligibility Rules fr Other Direct Csts Fact Sheet 2.1 Dcumentatin Requirements Versin 2 as f 11/01/2017 cmpiled by EUROfusin Crdinatr Y:\Crdinatr Unit\05-Eligibility Rules Handbk\01-Fact Sheets 7