AGA Annotated Model Grant Agreement

1 H2020 Programme AGA Annotated Model Grant Agreement Version 3 July 2018 Disclaimer This guide is aimed at assisting beneficiaries. It is provided for information purposes only and is not intended to replace consultation of any applicable legal sources. Neither the Commission nor the its executive Agencies (or any person acting on their behalf) can be held responsible for the use made of this guidance document. 2 HISTORY OF CHANGES Version Publication date Changes Initial version following adoption of the Grant Agreement Article 6.

2 Articles 7 to 14, 17 to 19, 23a to 25, 35, 52 to 54, 56 and 58 added Articles 16, 32 to 34 and 41 to 44 added Articles 4 to 6, 9 to 16, 20, 21, 23, 24, 39, 40, 45 to 52 and 57 added or revised Articles 22, 26 to 31, 36 to 38, and 55 added New annotations for: ERC, SME Instrument, ERA-NET COFUND, PCP-PPI COFUND, EJP COFUND, Framework Partnership and Specific Agreements Clickable table of contents added Links to time-sheet Model and declaration Model for personnel costs Changed link to H2020 Work Programme (section 3 MSCA) (page 55)

3 Updates due to the amendment of the Model Grant Agreement , in particular Articles 3, 9, and New annotations on Articles , , , , New explanations and examples resulting from frequently asked questions, in particular in Articles 2, , , , , , , 10, 13, 14, 18, , 34, 39, , 43, , , 55 and 57; Updates in the derived Model Grant agreements: - ERC: Articles 2, 4, , 8, 32, and - SME: Articles 2, , 8, 21, 41, 42, 43, 44, 50 Ph1 and Article 2, 4 and 6 Ph2 - ERA-NET Co-fund: Article 4, and 13 (option for PCP) - EJP Co-fund: Article 4, New Annotations for the MSCA Other minor corrections and clarifications Improved clickable table of contents including Articles Reformatting into the style of the Online AGA.

4 Streamlined approach to information with exclamation mark, and info sign; presentation in yellow and blue text boxes. Clickable cross-references (Articles) New table explaining the treatment of the different types of work contracts (under Article ). New explanations and examples resulting from frequently asked questions, in particular in Articles 2, 3, , , , , 13, , 21, 27, , 29, 30, 38, 41, 47 and substantial updates in Article 55. Updates in the derived Model Grant agreements: ERC: ERC GA preamble, Article 56a MSCA: ITN Articles , , 32; IF Articles , 8, 32; RISE Articles , 19; Co-fund Articles , 15, 19 FPA: Article 13.

5 SGA: Article 17 Other minor corrections and clarifications Corrigendum of annotations on Article 4 of the MSCA-ITN and the MSCA-RISE grants 3 New explanations and examples resulting from frequently asked questions, in particular in Articles , , , , , 9, 11, 12, 13, 14, 20, 21, , 24, 26, 29, 30, 31, 34, 40, 43, 47, 50, 55 and 56. New Section 'List of issues applicable to particular countries' added explanations on eligibility of national taxes, bonuses New annotations and updates in the derived Model Grant agreements: ERC MGA: Preamble, Articles 6, 8, 18, 29 and 56a MSCA: ITN Articles 4, , 8, 31; 32, IF Articles 4, , , 8, 31, 32; 56a RISE Articles 4, , 8, 18; 31 Co-fund Articles 4, , 8, 15 SME Instrument Ph1 Lump Sum: Article 5; SME Instrument Ph2: Article 13; ERA-NET Co-fund: Articles , and 20.

6 FPA: Article 5; MGA Lump sum: new annotations. Other minor corrections and clarifications. Update of the explanations on Article 18 regarding time records; including a Model of time-sheet with the minimum requirements. Updates due to the amendment of the Model Grant Agreement , in particular Articles , 5, , 10, 13, 16, 20, 34, 37, 41, 42, 43, 45, 46, 48, 49, 50 and 55 New annotations on Articles and New explanations and examples resulting from frequently asked questions, in particular in Article 6, , , and 18.

7 Updates in the annotations to specific Model Grant agreements: - ERC: Preamble, Articles 6, 29 and 56a - MSCA: Preamble ITN, Articles 4, 5, 6, 8, 18, 19 and 32; IF Articles 2, 4, 6, 8, 18, 32 and 56a; RISE Articles 4, 6, 8, 18, 19, 31 and 32; COFUND Articles 4, 6, 8, 15 and 18. - ERA-NET Co-fund: Articles 2, 19 and 21 - PCP-PPI: Articles 5 and 13 - EJP Co-fund: Articles 5, and 20 Synchronised presentation for grounds for Chapter 6 measures, security obligations and information obligations. Other minor corrections and clarifications Update in Section 'List of issues applicable to particular countries' New rules that apply in principle only for Grant agreements signed with version are marked with (This version refers to MGA to align it no AGA was created)

8 Updates due to the amendment of the Model Grant Agreement , in particular Articles 5, 6 and 52 New annotations on Article 14a following the introduction of this Article in the revised Model Grant agreements New explanations and examples resulting from frequently asked questions, in particular in Article 6 and 18. Updates in the annotations to specific Model Grant agreements: ERC, MSCA, PCP-PPI and FPA/SGA Other minor corrections and clarifications New rules that apply in principle only for Grant agreements signed with version are marked with Addition of index at the bottom of the pages New explanations and examples, in particular in Articles, , 18, 4 50 and 55 of the general MGA Corrigendum of annotations on Article 6 of the MSCA-ITN, IF.

9 Cofund and the MSCA-RISE grants Corrigendum of annotation on Article of the EJP Cofund Grant Update in Section 'List of issues applicable to particular countries' Other minor corrections and clarifications Updates due to the amendment of the Model Grant Agreement , in particular Articles and 34 New presentation of calculations for payments and recoveries, now compiled under Article 21 Updates due to the adoption of the Guide on Grant reductions New explanations and examples resulting from frequently asked questions, in particular in Articles , , 11, 14a, 43, 44, 48, 49, , 51, 55 and Annotations on the new Lump Sum Pilot Model Grant Agreement Annotations on the new MSCA Special Needs Model Grant Agreement New annotations and updates in the specific Model Grant agreements: ERC: Articles 18, 29 and 32 MSCA.

10 ITN Articles , , 32; IF Articles , , 18, 32, , 56a; RISE Articles , 32 and Co-fund Articles and 15 SME Phase 1: Article 8 PCP/PPI: Article 8 SGA: Article 3 General lump sum: preamble, Articles 8 and 18 Other minor corrections and clarifications For easy identification, paragraphs, indents or sections with new explanations are marked with the symbol on the left. 5 . IMPORTANT NOTICE The AGA Annotated Model Grant Agreement is a user guide that aims to explain to applicants and beneficiaries the General Model Grant Agreement (General MGA) and the different specific Model Grant Agreements ( Specific MGAs ) for the Horizon 2020 Framework Programme for 2014-2020 (H2020).