MSCA Individual Fellowship transfer or portability

1 min read Dec 17, 2020
Dear all, I am in the early stages of my MSCA IF and received a lecturer position opportunity from a recognized University given that I can transfer the MSCA fellowship to that University. It would be so helpful to me if anyone can share their experience regarding this? Thank you very much.

9 Comments

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Marco Mason

Hello Rupam,

 

I got two Marie `Curie fellowships (one Global FP7 and one Intra-European H2020). For my understanding, it is not possible to transfer an MC fellowship to another university. Otherwise, I would have found my lectureship position (in the UK) muuuuuuch earlier!! and not after six years of "luxury" post-doctoral, temporary (Marie Curie)  research.

But, maybe, things have changed now (I concluded my second Marie Curie in December 2018).

 

Good luck! and Merry Xmas

Marco 

http://marcomason.me

http://marcomason.me/phd-opportunity/

 

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Daniel Praeg

Hello Rupam, are you saying that you can transfer your fellowship, and that is why the university contacted you; or asking if you can transfer your fellowship to another university? As Marco said, the latter seems very unlikely, at least formally. You are of course free to collaborate with the other university. Best wishes and a good end to this difficult year, Daniel
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Brian Cahill

It's possible to transfer the MSCA-IF grant. There's a FAQ here: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/support/faq/917 It requires the consent of the host supervisor/institution.

One problem about this is that an MSCA-IF must work 100% on the grant. If you have a lectureship, you normally have other responsibilities: you're working for the university.

Most people end up resigning from the Fellowship and taking the PI position. Somehow the transfer procedure is clean project management but not overly supportive of the Fellows career development.

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silvia riva

Hi,

A fellow must have serious reasons that affect the capacity of the beneficiary to implement the action to request a transfer. If you become a lecturer, you predominantly teach and yoiu cannot work on your IF. 

Silvia

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Marco Mason

Hello

 

Silvia, yes, now that you reminded it to me, this was exactly what they told me: "Article: 56a.1 Conditions The beneficiary may request that the research training activities are transferred to a new beneficiary, if there are serious reasons affecting its capacity to implement the action (without being entitled to any additional EU funding for doing so)."

Actually, this makes a lot of sense as the University should hire the fellow for thier competence, skills, and knowledge the researcher brings into the institution rather than for the money the MSCA fellowship can transfer into their bank account. I think this is the nature of the Article 56a.1., but I might be wrong.

 

MERRY XMAS to all of you and your loved ones! from Newcstle :-)

Marco 

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Rupam Das

Hello,

Thank you very much for your comments.

It is clear to me now that I can only transfer "training activities" if there are serious concerns affecting the implementation but not the whole fellowship. I think I understand what I have to do now.

Merry XMAS to all and have a fantastic new year.

Rupam

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Marianna Marchesi

Hello

based on my experience, even if the MSCA IF regulation states that a Fellow's full-time commitment is required, I found a degree of flexibility in the case during the fellowship, the Fellow has an opportunity allowing her/him to stabilize a career on research. This tollerance is due to the fact that the fellowship means to promote research careers, and it may be difficult to coordinate the end of the fellowship with the start of a new position.

During my fellowship, I applied and obtained a lecturer position in my host istitution. I agreed with my host istitution and the European Commission about working part-time on teaching and part-time on my fellowship. So, the duration of the fellowship has been extended due to the part-time working pattern.

I hope this information is helpful. If you need further information, let me know.

All the best,

Marianna

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Julian Gargiulo

Dear  Rupam,

It is possible to transfer the fellowship between two beneficiary universities. I did that because my PI moved to a new University. I suggest consulting your project officer from the portal and he/she will explain what you need to do. I don't see a problem if everyone agrees to the transfer. In my case it was this:

Transfer of GA
1. In the "Justification" box in Participant Portal, the following information should be written:
- The reasons for the transfer;
- The transfer date;
- The Legal name, PIC number and short name of the new beneficiary;
- The name of the new supervisor (PCoCo) and the name of his/her department (with address if different than the legal address);
- The new bank account details: Account holder's name, bank's name and IBAN, at least;
- Clarification on ethical issues.
2. You should also encode in the tab "Beneficiaries", all above- mentioned details by ticking on “Transfer GA to the new beneficiary”.
3. In case you have opted for the Open Data Management, you need to adapt the lead beneficiary under the tabs "Work Packages" and "Deliverables".

4. In addition, you will have to add the following documents in the Sygma “Documents” section:
- Annex 1 – description of the action (part B) including the CV of the new supervisor (clean version, no track changes);
- Annex 2 – estimated budget for the action;
- Opinion of the researcher and its supervisor (signed by both). Please note that the transfer date must be mentioned;
- A proposal for the necessary changes including the following information (which must also be indicated in the justification box): The reason for the transfer, the transfer date, the Legal name and PIC number of the new beneficiary, the name of the new supervisor (PCoCo) and the name of his/her department (which address if different than the legal address) and clarification on ethical issues.
5. Please finalise your action by ticking on "Consult officer". We will check and let you know if we need further information/details.
Important! If the action has already started, please confirm to your project officer that your institution will transfer/has transferred the remaining pre financing to the new beneficiary of the GA

 

All the best,

Julian

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Hi there,
In every IF there is a possibility of a transfer and also of a secondment (that has not been fixed in the original grant agreement). If I remember well, for a secondment, an amendment must be signed between the original beneficiary and the EC (as there are both sides of the agreement) and, unlike a transfer, such a change does not produce any suspension of the Action. The financial administration belongs also to the original beneficiary to the end of the project in this particular case. The opposite, a transfer suspends the Action until the EC agrees on the new beneficiary and the new form of the grant agreement. Of course, a part-time appointment in every case is also allowed upon agreed conditions. 
I see only potential logistical and also professional ambition-related possible impediments for such an administrative change, these fellowships remain prestigious for any host institution to justify the economic exercise at the end of the year. 
Good luck!