If you have registered as an expert and have the required profile, the Commission will contact you in due course to let you know whether you have been selected. This depends on whether there are any proposals to be evaluated or projects to be monitored requiring your particular expertise.
As an expert, you can perform a variety of roles and tasks:
- Evaluators are responsible for evaluating proposals submitted in response to a call for proposals based on the work programmes.
Evaluators may also act as a rapporteur, chair, or vice-chair at consensus discussions or meetings of panels of evaluators. Rapporteurs are responsible for drafting the consensus report (CR) of a consensus meeting.
- Observers provide the Commission with independent advice on the conduct and fairness of all phases of the evaluation process, on how evaluators apply evaluation criteria, and on how to improve the procedure.
They check compliance with the procedures stipulated in the Guide for proposal submission and evaluation. The observer may attend any meeting held during the proposal evaluation process and drafts a report on the evaluation session observed.
- Monitors assist the Commission in monitoring the implementation of projects that have received funding, taking into account work descriptions, reports and deliverables.
- Experts who
- assist in the implementation of EU research and innovation (R&I) programmes or policy, or
- assist in the evaluation of R&I programmes, or
- in designing R&I programmes or policy
Any of the above tasks may involve attending meetings of groups of experts and remote working, as specified in Annex II (Terms of reference of groups of experts) of the contract. Experts in this category may also be called on to act as rapporteur, chair or vice-chair at such meetings. They send the Commission a report, including recommendations.
- Members of the European Research and Innovation Area Board (ERIAB)
- engage in continuous evaluation of the Innovation Union initiative
- reflect on new trends
- make recommendations on priorities and actions.
They are required to attend ERIAB's plenary meetings.
All experts' tasks are laid down in their contract and its annexes. See the model contract for independent experts for further details: https://ec.europa.eu/research/participants/data/ref/h2020/experts_manual/h2020-experts-mono-contract_en.pdf .
The European Research Council (ERC) has, in addition, the following expert types for the peer review evaluation:
- Chair-persons of the ERC peer review evaluation panels: organise the work within their Panel, chair Panel meetings and attend a final consolidation meeting. They may also perform individual evaluation of proposals, usually remotely, in preparation for the panel meetings.
- Members of the ERC peer review evaluation panels: assist in the preparation of panel meetings, attend panel meetings and may also contribute in the individual evaluation of proposals, usually remotely.
- Panel evaluators: assist in the individual evaluation of proposals. Usually they do not participate in panel meetings.
- Referees: assess proposals only remotely and are not compensated for these tasks.
ERC experts are not selected from the Commission's central database of experts. Rather, the ERC Scientific Council proposes experts to conduct peer reviews of frontier research projects and monitor the implementation of indirect actions.
In addition to the evaluation of proposals and monitoring of actions, experts may assist the Commission in the preparation, implementation or evaluation of research and innovation programmes and the design of policies (see description of roles above). Depending if experts are members of an expert group or an advisory group they might or might not have to sign a contract with the Commission.
All Expert and Advisory Groups have to be registered in the European Commission's Register of Expert Groups managed by the Secretariat-General: https://ec.europa.eu/transparency/regexpert/ .
Expenses that you incur as a result of special instructions received in writing from the Commission, different from the contract terms, may be reimbursed in justified cases on presentation of supporting documents. Please note that no other expenses will be reimbursed.
You are obliged to ensure compliance with your national legislation on taxes and social security law – this is your responsibility. Any payment you receive is not exempted from national taxes.
If you are considered to supply a taxable service under national tax law and you are registered for VAT as a natural person in an EU Member State, you can benefit from a VAT exemption certificate for payments made under your contract.
If an expert's disability requires that a person accompany him/her when travelling, then the travel expenses of that person will also be refunded upon prior request. The Commission will also pay accommodation allowances and daily allowances to the accompanying person.
The Commission also pays accommodation allowances and daily allowances to experts who are entitled to receive them:
- accommodation allowance is €100 per night
- daily allowance is a flat rate of €92 to cover all expenditure at the place where the meeting/work is held, including meals and local transport (bus, tram, metro, taxi, parking, motorway tolls, etc.) as well as travel and accident insurance
- experts who live less than 100km from the meeting venue receive a daily allowance of €46, and are not eligible to receive the accommodation allowance
- allowances may be increased for disabled experts, see below.
If your contract includes activities involving travel, expenses are refunded for this travel - normally between the address indicated in the contract (the address registered in your expert profile) and the meeting venue indicated in Article 3.2 of the contract. If you exceptionally need to travel to or from a different location than the address in the contract, you need the Commission's explicit agreement prior to purchasing your tickets. You should book your travel as soon as possible to keep costs reasonable, but you should NOT book your travel before your contract has been signed by both Parties.
You will be paid €450 for each full day of work calculated to the nearest half day except in the following two cases:
- for remote work carried out by evaluators, any work that you are specifically asked to carry out remotely will be paid in accordance with Article 4.1 of your contract.
- you are covered by one of the exceptional situations for which a zero fee contract must be issued (e.g. for former EU staff in receipt of an allowance) or you requested that a zero fee contract be issued
The contract sets out the maximum total number of days of work that you can be paid for. This is an upper ceiling. The number of working days that you will be paid for is based on the actual task assigned and worked; this may be less than the maximum number of working days.
- Please note that you will not receive payment for tasks that are not covered by the contract (or an amendment to it) and which are not specifically assigned to you, either via the relevant IT system, or in writing by the Commission.
The reimbursement of travel expenses and payments of accommodation allowance and daily allowance (see below) are made on request and in accordance with the Commission Rules on the reimbursement of expenses of experts (see the annex of Commission Decision C(2007)5858).
Once your work is completed, you will receive an e-mail inviting you to submit your request for payment through the My Expert Area on the Funding & Tenders Portal.
Travel expenses: When you claim your travel expenses, you should upload scanned copies of all the original supporting documents as requested.
You must keep records and other supporting documents for at least two years after the payment is made to show that you have complied in full with the terms of your contract.
Deadline: You should submit your request for payment within 30 days of receiving the email invitation.
Bank account: You should request payment on one of the bank accounts which you have listed in the My Expert Area.
The Commission will make payments within 30 days of receiving the reports, deliverables or completed payment requests (whichever comes latest) provided they are complete and the Commission approves them.
If your role involves handling classified information, you will need security clearance before entering into a contract.
The Commission publishes an annual list of experts (available at https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/how-to-participate/reference-documents) who have worked for us but we do not disclose who has worked on which proposals.
Before assigning a project to you for monitoring activities, the Commission may inform the project consortium of your name. The consortium may reject our choice of expert in the interests of commercial confidentiality.
Exception: With regard to the ERC, the Principal Investigator has the right to refuse the inclusion of up to three experts.
To avoid situations of conflicts of interest, the Commission may withdraw experts from evaluation or monitoring duties if it deems that this is necessary. You will be informed if this happens to you and advised as to what to do if you need to take action.
- If you knowingly conceal a conflict of interest and this is discovered during your activities as an expert, you will be dismissed with immediate effect, your contract will be terminated and the measures laid down in the contract will be taken.
Example: Submitting proposals for funding while working as an expert
- If you submit a research proposal for evaluation, you are not necessarily excluded from acting as an expert evaluator, provided that you declare it and that there is no conflict of interest. In this case, you will not be assigned to evaluate your own proposal or any proposals which may be competing with it.
We strongly advise you make sure that you have properly understood the provisions laid down in the Code of Conduct, especially which situations are automatically considered to be a conflict of interest.
When contracting independent experts, the Commission ensures - to the best of its knowledge - that you, as an expert, do not have any conflicts of interest (list available at https://ec.europa.eu/research/participants/data/ref/h2020/experts_manual/h2020-experts-mono-contract_en.pdf#page=45 ) on the activity that you are being asked to undertake and, in particular, any proposal or project you are called upon to assess.
You should be independent, impartial and objective, and behave professionally at all times.
The contract you sign before starting work includes a declaration that you accept and will abide by the Code of Conduct (Annex 1 of the contract). This means, amongst other things, that
- you declare that no conflict of interest exists and
- you will inform the Commission if you should discover that any such conflict arises in the course of your duties.
- If, at the time that you sign the contract, you are already aware that you may be in a position of conflict of interest, you are required to declare this.
All your correspondence with the Commission is electronic. You should use only the My Expert Area (Funding & Tenders Portal) to communicate about your contract, e.g.
- submitting your identity/bank account details
- signing your contract (electronic-signature)
- making requests for payment and providing related supporting documents.
For any other correspondence related to your contract that the My Expert Area does not currently support, use the email address indicated in Article 21.3 of your contract.
If you are selected as an expert, you will be offered a contract through the Funding & Tenders Portal. This contract (including its annexes) defines all the rights, obligations, terms and conditions applicable to you. It is not an employment contract or agreement.
Your contract will be based on the model contract for experts (available at https://ec.europa.eu/research/participants/data/ref/h2020/experts_manual/h2020-experts-mono-contract_en.pdf ). Some of the terms and conditions in your contract will vary, depending on the type of expert activity that you are asked to carry out. The contract will indicate
- whether or not your work will involve travel,
- the maximum number of days of work that you will be paid for and
- the planned calendar for your work.
You must sign the contract online in the My Expert Area of the Funding & Tenders Portal. You will receive an email notification inviting you to do so, with a link to the contract.
The contract enters into force only once it has been signed by both parties. The contract must be signed by both yourself and the Commission by the day on which you start working as an expert. Please do not forget to obtain permission from your employer to carry out your expert activities if your employer requires this for outside activities – this is your responsibility.
You may start work as soon as the contract has entered into force.
If you have a contract to act as an evaluator or monitor, you will be granted access to the IT system for the relevant proposals or project reports once the contract has entered into force.
Business innovation coaches support SMEs funded via the SME instrument. An expression of interest for experts willing to become Business Innovation Coach for the SME instrument is available on the EASME website (https://ec.europa.eu/easme/node/27). Candidate coaches will also be asked to provide more detailed information on their competence and experience: https://ec.europa.eu/eusurvey/CoachProfile/management/overview
The Commission selects experts for Horizon 2020 assignments from the database of experts who registered in My Expert Area. (It may be possible to choose an expert from outside the database, provided the selection is transparent. In such cases, the expert will be invited to sign-up to the database.)
For each assignment (e.g. evaluation of a call or monitoring of projects), a 'pool' of experts is drawn-up on the basis of the following criteria:
- Experts have a high level of skills, experience and knowledge in the relevant area, including project management, innovation, exploitation, dissemination and communication. Where relevant, inter-disciplinary experts, those with expertise in appropriate disciplines of the social sciences and humanities, as well as gender specialists are included in the 'pool'.
- If this condition is satisfied, the 'pool' should have a balanced composition in terms of various skills, experience and knowledge, geographical diversity and gender. With respect to gender, the policy of the Commission is one of equal opportunities for women and men and, in this context, the Commission has set itself a target of 40% of the under-represented sex in evaluation panels and expert groups.
- A private-public sector balance is assured, if appropriate.
- Experts are regularly rotated by ensuring that individual experts do not work more than 200 days for Horizon 2020 activities. With respect to evaluations in particular, for each call, at least 25% of experts included in the 'pool' should be newcomers, i.e. not have evaluated for the call in the previous 3 years.
Please note that the threshold of 200 days is calculated on the basis of the number of days paid to an expert for any activities (evaluation, monitoring or expert assisting/advising the EC for the implementation/design/evaluation of the EU policies/programmes) under Horizon 2020. Note that monitoring activities include also the monitoring of FP7 or CIP projects for which the experts receive a H2020 contract.
The Commission also takes into account experts' availability for the planned task and any known conflicts of interest.
The 'pool' of experts is drawn-up well in advance of the assignment in question and the final list of experts selected from the initial 'pool' is made once the precise needs in terms of expertise are known, e.g. in the case of an evaluation, after the call deadline once the proposals are known. Consequently, extra experts are generally included in the 'pool' to ensure the expertise required is covered and to foresee a sufficient reserve, should some no longer be in a position to carry out the task.
On 22 November 2013, the Commission also published a call for organisations to recommend experts for the Horizon 2020 research and innovation programme.
However, you do not need a recommendation to register in the database of experts.
You do not need to register here to work as an independent expert for the European Research Council (ERC). The ERC selects experts to conduct peer reviews on the basis of suggestions put forward by its Scientific Council.
For research funding bodies with a public service mission based in the EU and associated countries (list available at https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/3cpart/h2020-hi-list-ac_en.pdf) and other structures implementing EU research activities - e.g. Joint Technology Initiatives - you will also need to give permission for your data to be viewed.
Once you have completed all sections and your profile status appears as 'valid', you become eligible for selection for a Horizon 2020 assignment. However, registration as an expert in the database does not guarantee automatic selection. The Commission selects experts according to their needs of expertise.
If you are selected, you will be contacted directly by the Commission services.
To work for the Commission assessing proposals or monitoring projects or research and innovation programmes as an independent expert in your field, you will first need to register.
To register, go to the Experts' page: https://ec.europa.eu/research/participants/portal4/desktop/en/experts/index.html on the Funding & Tenders Portal. To access the registration forms, you'll need an EU Login account, which you can set-up on the same website if you don't yet have one.
Once you've done this, you can log in to your account any time and view, update or complete your profile in the My Expert Area.
Click on the "Register as an expert" button. To create your profile, you'll need to specify:
- which programmes you're interested in
- personal details, knowledge of languages, education and training
- area of expertise
- professional experience (employment, past involvement in EU research programmes, publications or other achievements...)
To find out exactly what type of knowledge and skills the Commission is looking for, see the H2020 call for experts:
The European Commission may order an audit of your H2020 grant during the project or at any time up to 2 years after the final payment. The Audit can be conducted by the Commission's own staff or outsourced to external persons or bodies appointed by the Commission.
The auditors conduct their audit taking into account the provisions of the audited grant agreement under the Horizon 2020 Framework Programmes for Research and Innovation and in accordance with International Standards on Auditing. Those standards require that the auditors comply with ethical requirements, plan and perform relevant procedures in line with the Indicative Audit Programme, in order to obtain reasonable assurance that the financial statements are free of material misstatement.
On the basis of the audit findings, a draft audit report will be prepared and sent to you. There is a 30 day period within which you will be able to provide your observations to the draft audit report. The auditors will then compile and reconcile any observations, and a final audit report will be prepared and sent to you.
Any claimed costs found to be ineligible will then be recovered or deducted from the next payment.
If systematic errors are found, the Commission may extend the findings of the audit results to non-audited grant agreements or non-audited periods. Besides these corrections, other measures may be taken, including financial and administrative penalties.
If you have submitted a CoMUC, the auditor will ensure that you have applied the approved methodology consistently.
To learn more about checks, reviews, audit & investigations, please read Article 22 of the H2020 Annotated Model Grant Agreement.
- Certification of the methodology used to calculate unit costs (CoMUC)
- for preventive verification to detect and correct errors in the usual cost-accounting methodology
- for beneficiaries declaring direct personnel costs as unit costs
- on a voluntary basis ideally after one reporting period
- Ex-ante assessment on direct costing of large research infrastructures
- Certificates on your financial statements (CFS)
For detailed description of CoMUC, assessment on direct costing of LRIs and CFS visit the Certifications section. (https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/register-an-organisation/certifications_en.htm)
The Commission - during the implementation of the project or afterwards - checks, reviews, investigates and audits the proper implementation of the project and its compliance with the grant agreement.
For lump sum projects, since projects do not use actual costs, there will be no financial checks, reviews or audits focusing on costs. Checks, reviews and audits will focus on the technical implementation of the action or other aspects of the grant agreement.
You can meet with the following processes during the implementation of your project - the Commission may:
- check the proper implementation of the action and compliance with the obligations under the grant, including assessing deliverables and reports.
Example: after receiving the reports, the Commission checks the different documents (explanation of the work carried out, overview of the progress, explanation of the use of resources, etc.) for consistency with the description and work plan. Also, the Commission regularly performs double-funding and plagiarism checks on documents submitted by consortia.
- carry out reviews on the proper implementation of the action (including assessment of deliverables and reports), compliance with the obligations under the grant agreement and continued scientific or technological relevance of the project.
Reviews normally refer mainly the technical implementation of the project (i.e. its scientific and technological relevance), but may also cover financial and budgetary aspects or compliance with other obligations under the GA.
Reviews may be started up to 2 years after the payment of the balance and may include on-the-spot visits or review meeting (on Commission premises or anywhere relevant for the project). On the basis of the review findings, a review report will be prepared.
- In case of fraud suspicions, the European Anti-fraud Office (OLAF) may conduct investigations (e.g. on-the-spot inspections and witness interviews) into EU-funded projects to check that expenditure has been used correctly. OLAF cooperates with national authorities (through information exchange, on-the-spot checks, coordination of forensic audits etc.) OLAF may decide to open an investigation upon receipt of suspicious information by the Commission or from other sources.
- The Commission ensures that staff possesses the basic competences to detect a possible fraud risk in the course of their normal work through training and awareness-raising measures. This is combined with targeted controls, like advanced data research and checks on double funding and plagiarism.
- If a coordinator, beneficiary or a staff member of one of these suspects fraud or other serious irregularities with a potentially negative impact for EU public funds, he/she may report this to the Commission or directly to OLAF.
The communication activities must already be part of the proposal (either as a specific work package for communication or by including them in another work package).
They are taken into consideration as part of the evaluation of the criterion 'impact'.
A comprehensive communication plan should define clear objectives (adapted to various relevant target audiences) and set out a description and timing for each activity.
With your communication activities you call attention of multiple audiences about your research (in a way that they can be understood by non-specialists) and address the public policy perspective of EU research and innovation funding, by considering aspects such as:
- transnational cooperation in a European consortium (i.e. how working together has allowed to achieve more than otherwise possible)
- scientific excellence
- contributing to competitiveness and to solving societal challenges (eg. impact on everyday lives, better use of results and spill-over to policy-makers, industry and the scientific community).
- starts at the outset of the action and continues throughout its entire lifetime
- is strategically planned and not just be ad-hoc efforts
- identifies and sets clear communication objectives (e.g. have final and intermediate communication aims been specified? What impact is intended? What reaction or change is expected from the target audience?)
- is targeted and adapted to audiences that go beyond the project's own community including the media and the public
- chooses pertinent messages (e.g. How does the action's work relate to our everyday lives? Why does the target audience need to know about the action?)
- uses the right medium and means (e.g. working at the right level - local, regional, national, EU-wide?; using the right ways to communicate - one-way exchange (website, press release, brochure, etc.) or two-way exchange (exhibition, school visit, internet debate, etc.); where relevant, include measures for public/societal engagement on issues related to the action)
- is proportionate to the scale of the action
Acknowledgement of EU funding
Beneficiaries of the EU's Horizon 2020 research and innovation programme and the Euratom research and training programme 2014-2018 have the obligation to explicitly acknowledge that their action has received EU funding. This must be done, if possible and unless the Commission/Agency requests otherwise, in all communication, dissemination and IPR activities as well as on all equipment, infrastructure and major results funded by the grant.
The EU(/ERC) emblem and reference to EU funding must be displayed in a way that is easily visible for the public and with sufficient prominence (taking also into account the nature of the activity or object). Examples: for equipment and major results a sticker or poster, for an infrastructure a plaque or billboard.
Depending on the kind of activity (see your Grant Agreement) this shall be done in various ways.
Applications For IPR Protection Of Results (Article 27.3)
Include the following standard sentence in each application filed by or on behalf of a beneficiary:
"The project leading to this application has received funding from the [European Union's Horizon 2020 research and innovation programme][European Research Council (ERC) under the European Union's Horizon 2020 research and innovation programme][Euratom research and training programme 2014-2018] under grant agreement No [number]".
Standards Incorporating Results (Article 28.2)
If results are incorporated in a standard, the beneficiary shall ask the standardisation body to include the following statement in (information related to) the standard:
"Results incorporated in this standard received funding from the [European Union's Horizon 2020 research and innovation programme][European Research Council (ERC) under the European Union's Horizon 2020 research and innovation programme][Euratom research and training programme 2014-2018] under grant agreement No [Number]".
Dissemination Activities (Article 29.4)
The following must be included in all dissemination activities:
This project has received funding from the [European Union's Horizon 2020 research and innovation programme][European Research Council (ERC) under the European Union's Horizon 2020 research and innovation programme][Euratom research and training programme 2014-2018] under grant agreement No [number]
Communication Activities (Article 38.1.2)
The following must be included in all communication activities:
This project has received funding from the [European Union's Horizon 2020 research and innovation programme][European Research Council (ERC) under the European Union's Horizon 2020 research and innovation programme][Euratom research and training programme 2014-2018] under grant agreement No [number]
Infrastructure, Equipment, Major Results (Article 38.1.2)
The following must be displayed on all infrastructure, equipment and major results funded by the grant:
This [infrastructure][equipment][insert type of result] is part of a project that has received funding from the [European Union's Horizon 2020 research and innovation programme][European Research Council (ERC) under the European Union's Horizon 2020 research and innovation programme][Euratom research and training programme 2014-2018] under grant agreement No [number]
For grants received from the European Research Council (ERC), both the EU emblem and the ERC logo should be used.
High resolution emblems are available here:
The following "Acknowledgement of EU funding" sticker templates are availeble on the following links:
- infrastructures under Horizon 2020 https://ec.europa.eu/research/participants/data/ref/h2020/other/gm/stickers/h2020-stickers-infra.html
- equipment under Horizon 2020 https://ec.europa.eu/research/participants/data/ref/h2020/other/gm/stickers/h2020-stickers-equip.html
- another type of result under Horizon 2020 https://ec.europa.eu/research/participants/data/ref/h2020/other/gm/stickers/h2020-stickers-result.html
- infrastructures under Euratom https://ec.europa.eu/research/participants/data/ref/h2020/other/gm/stickers/euratom-stickers-infra.html
- equipment under Euratom https://ec.europa.eu/research/participants/data/ref/h2020/other/gm/stickers/euratom-stickers-equip.html
another type of result under Euratom https://ec.europa.eu/research/participants/data/ref/h2020/other/gm/stickers/euratom-stickers-result.html
Under Horizon 2020, beneficiaries should engage in dissemination and exploitation activities. As Horizon 2020 is financed by EU citizens, it should benefit to the largest number and the fruits of the research reach society as a whole.
Dissemination means sharing research results with potential users - peers in the research field, industry, other commercial players and policymakers). By sharing your research results with the rest of the scientific community, you are contributing to the progress of science in general.
Whereas exploitation is the use of results for commercial purposes or in public policymaking.
Experience shows it's not always easy to meet these goals. As an applicant, it's useful to keep in mind the following:
There's often some overlap between dissemination, exploitation and communication, especially for close-to-market projects. These guidelines are meant to help you. In addition the EU also provides a wide range of services to assist you in your dissemination and exploitation activities.
We suggest you take a step-by-step approach to dissemination and exploitation when developing your proposals for an application. The guidelines are meant for Leadership in enabling & industrial technologies and Societal challenges. They are not targeted at Excellent science, although you might consider some of them there, too. These guidelines are not compulsory.
- Link your proposal to the policy context of the call for proposals.
Calls usually specify the EU policy aims needing further research. How will your proposal help meet these aims? Give a detailed explanation.
- Prepare your exploitation and dissemination plan carefully.
This must be a distinct part of your proposal (unless the call states otherwise). There is no 'one-size-fits-all' template. However, the plan should be as precise as possible. Initially, this may apply only to the first steps and the final goal. During the project, you can update the plan and make it more detailed.
- In what area do you expect to make an impact?
- What needs might be solved/met thanks to the results of your project?
- What outputs will be created?
- Where will the outputs be made available during and after the project?
- Who are the potential users of your results?
- How will you contact them?
Dissemination shouldn't be an after-thought. It should be an ongoing dialogue with potential users during your project. They may be found among fellow researchers in your field, companies, investors, standardisation bodies, regulatory bodies, patient organisations, sectoral organisations, NGOs, the education sector, the public sector, etc.
The Commission will publish your dissemination plan on CORDIS. For further guidance, see the fact sheet published by the EU intellectual property rights (IPR) Helpdesk (https://www.iprhelpdesk.eu/sites/default/files/newsdocuments/FS-Plan-for-the-exploitation-and-dissemination-of-results_1.pdf).
- Involve potential end-users and stakeholders in your proposal.
If they're committed from early on, they may help guide your work towards applications. End-users could come from the regional, national and international networks of the partners in your consortium, or from the value chains they operate in. They could be involved as partners in the project, or, throughout its duration, as members of an advisory board or user group tasked with testing the results and providing feedback.
- Implement open access and consider how you manage your data
Think of use, ownership and access rights.
- All projects receiving Horizon 2020 funding are required to make sure that any peer-reviewed journal article they publish is openly accessible, free of charge (article 29.2. Model Grant Agreement). Consider how you will implement this obligation, which is described in more detail in the Open access section, including detailed guidance (https://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/open-access-data-management/open-access_en.htm).
- As for open access to research data the Commission is currently running a flexible pilot on open access to research data (https://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/open-access-dissemination_en.htm#OA_Rdata), which has recently been extended to cover all thematic areas of Horizon 2020, thus realising the Commission's ambition of "open research data per default", but allowing for opt-outs for some datasets, for instance in cases of intellectual property rights (IPR) protection, personal data or national security issues. The pilot applies to research data underlying publications but beneficiaries can also voluntarily make other datasets open. Projects that do not opt-out must develop a data management plan outlining how data is generated, curated and made accessible, within 6 months of starting work. Further guidance is available in the data management section (https://ec.europa.eu/research/participants/docs/h2020-funding-guide/cross-cutting-issues/open-access-data-management/data-management_en.htm).
- Say how you expect the results of your project to be applied and give the main advantages of the new solution(s) you expect to emerge.
The results could be:
- direct - like a manual, test, model, new therapy, better product or process, or improved understanding of mechanisms
- indirect - like reduced material or energy usage, improved safety, or better-trained staff.
Explain how you expect results like these to be applied. This could also depend on progress elsewhere in an innovation chain, in related projects or in adjacent fields - so outline these dependencies and any progress to be made in these areas.
- Show you understand the barriers to any application of your results.
How will you tackle them? Possible obstacles include:
- inadequate financing
- skills shortages
- regulation that hinders innovation
- intellectual property right issues
- traditional value chains that are less keen to innovate
- incompatibility between parts of systems (lack of standards)
- mismatch between market needs and the solution.
Your proposal should show you understand these impediments and how to tackle them. Involving disciplines such as economics, business, marketing and public administration could help overcome barriers.
- Think ahead. Once your research and innovation is complete, will you need to take further steps to apply it in actual practice?
Examples of further steps: standards to be agreed on, financing the testing, scaling up or production, promoting acceptance by consumers or other partners in a value chain. Policymakers may also establish follow-up steps to work the results into policies.
You could also consider support schemes for follow-up steps, e.g. national programmes, InnovFin, EFSI, Regional Funds, Enterprise Europe Network (EEN), European IPR Helpdesk, European exploitation support schemes (more on ESIC in the Work Programme), or check if there are any Boosters' services available.
For more details of reporting on dissemination & exploitation of results, see the Periodic reporting section: https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/grant-management/reports/periodic-reports_en.htm#dissem .
The coordinator must submit the deliverables identified in Annex 1 of the grant agreement, in accordance with the timing and conditions set out in it.
Deliverables are additional outputs (e.g. information, special report, a technical diagram brochure, list, a software milestone or other building block of the project) that must be produced at a given moment during the action.
(Milestones are, by contrast, control points in the project that help to chart progress. They may correspond to the completion of a key deliverable, allowing the next phase of the work to begin or be needed at intermediary points.)
To learn more about deliverables, please read Article 19 of the H2020 Annotated Model Grant Agreement (available at https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=177).
It can happen that after the project launch, one of the beneficiaries has to leave the consortium and finishes its participation in the elaboration of the project. In this case the coordinator has to send a termination report (technical and financial part) and a report on the distribution of payments to this beneficiary through the reporting functionality of the grant management system.
You can also find more information on how to launch a Grant Agreement Termination request on the following link: https://webgate.ec.europa.eu/fpfis/wikis/display/ECResearchGMS/4.+Grant+Agreement+Termination
For the final reporting period, in addition to the submission of the periodic report of the last reporting period, a final report is generated automatically by the IT tool.
The final report consists of 2 parts - both of which must be completed in the grant management system (no need to upload any documents):
- Final technical report:
publishable summary of the entire project (giving an overview of the results, their exploitation and dissemination, and the conclusions about the project and its socio-economic impact).
- Final financial report: final summary financial statement that is automatically created by the system and corresponds to the request for payment of the balance. In some cases (and for beneficiaries/linked third parties requesting a total contribution of €325 000 or more) it must be accompanied by a certificate on the financial statements (one certificate per beneficiary/linked third party).
When the Commission approves the eligible costs declared for the period in question, it will pay the interim amount due to the Coordinator within 90 days of receiving the report (Article 20.3 of GA, except if Articles 47 or 48 apply).
The total amount of pre-financing and interim payments must not exceed 90% of the maximum grant amount set out in Article 5.1 of GA.
Coordinator - submit all parts of the report together, in a single transaction:
- all the individual financial statements
- part B of the technical part
by clicking on 'Submit to EU' button.
The system will do the rest. (It will automatically generate the report with explanations of the use of resources and the periodic summary financial statements, which includes the request for payment.)
The Commission will either:
- accept the report and start preparing the interim payment or
ask for changes to it - which means that the process described above starts again.
As the information in the continuous reporting is part of the periodic report, make sure first that all your data in the continuous reporting module – namely your deliverables, milestones, publishable summary, questions on different activities and questionnaire about the economic and social impact – is up-to-date.
This information in the continuous reporting is then automatically compiled to create part A of every periodic technical report, at the moment the coordinator and beneficiaries finish the preparation of the periodic report in the grant management system.
- The technical report (both parts) is first 'locked for review' by the coordinator before being officially submitted. Any entries into the continuous reporting you make after this point will not be included in this periodic report.
When you receive a notification that the reporting is opened, go into the grant management system of the Portal through 'My Area' -> My Projects -> Actions -> Manage Project
- Completing your Financial Statement
All beneficiaries - including the coordinator - must fill in their own financial statement, electronically sign it and submit it to the coordinator.
- Users who can fill in the statement: Participant Contacts, Project Financial Signatories, Task Managers
- Users who can electronically sign & submit the statement: Project Financial Signatory (PFSIGN) only
Make sure you have assigned an FSIGN user role to your project ( https://ec.europa.eu/research/participants/docs/h2020-funding-guide/user-account-and-roles/roles-and-access-rights_en.htm#PFSIGN) in your organisation.
- Completing the technical part
Part A - each beneficiary should update the tables on an ongoing basis in the continuous reporting module. The information in the tables is then automatically compiled to create part A.
Part B - you must prepare this outside the grant management tool. You will be able to download the template to be used for your project from the periodic reporting functionality in the IT tool.
When done, save it as a single PDF file and upload it to the grant management system (the Technical report contribution section - the Report Core tab).
Part B can be uploaded by any beneficiary (not only the coordinator). If any changes to part B are needed, you must delete the current pdf file and upload a new one.
When both parts are ready to submit, the Technical part can be finalised by the Coordinator's Contact Person clicking Accept & Include.
Coordinator must review and explicitly approve the periodic report. If needed, you can send back a financial statement to a partner for further changes, or unlock the technical part of the report for editing.
Before submitting, coordinator Contact Person must include the partners' financial statements. Sometimes you may decide to submit the report without financial statements from certain partners (e.g. if a beneficiary cannot submit its individual financial statement on time).
If this happens, the coordinator will be asked to confirm that they are aware of this and that therefore these costs will not be considered for the current interim payment. That beneficiary's costs will be considered 'zero' for this reporting period, though they can declare their costs in the next financial report (for the next reporting period).
Under Article19 (https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=177) and Article20 (https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=178) of the grant agreement (GA), the coordinator must submit to the Commission technical and financial reports, including requests for payment - specifically:
- deliverables identified in Annex 1
- periodic report (both technical and financial) within 60 days of the end of each reporting period (including the final one), including requests for payment
- final report at the end of the project ('action'). It consisting in a summary for publication and it is generated automatically by the IT tools.
- Continuous reporting functionality in the Funding & Tenders Portal:
it is activated at the time the project starts and it is continuously open for the beneficiaries to submit deliverables, to report on progress in achieving milestones, to follow up of critical risks, ethics issues, publications, communications activities, and the answers to the questionnaire on horizontal issues.
- Periodic reporting functionality in the Funding & Tenders Portal:
following the end of each reporting period the functionality of periodic reporting will be activated. While the periodic reporting session is open in the grant management system, each participant will be able to:
- complete on-line their own Financial Statement (and the financial report of their Third Parties, if any) including the explanations on the use of resources
- upload the narrative, free text part (part B) of the periodic technical report as a pdf document
When the coordinator submits the periodic report, the IT tool will capture the information from the continuous reporting module in order to generate the Part A of the periodic technical report. The IT tool will consolidate the individual financial statements and it will generate automatically the report with explanations of the use of resources and the periodic summary financial statements, which corresponds to the request for payment.
As a beneficiary, you can and should use the continuous reporting functionality as soon as the project starts to submit information about the progress of your project. This includes:
- progress in achieving milestones
- updates to the publishable summary
- response to critical risks, publications, communications activities, IPRs
- your answers to the questionnaire about the economic and social impact of the project.
All this information is automatically compiled to create part A of every technical periodic report, at the moment the coordinator and beneficiaries finish the preparation of the given periodic report.
The periodic consists of the periodic technical and financial reports:
- Technical report (in 2 parts)
- Part A structured tables from the grant management system:
- cover page
- publishable summary
- web-based tables covering issues related to the project implementation (e.g. work packages, deliverables, milestones, etc.)
- answers to the questionnaire about the economic and social impact, especially as measured against the Horizon 2020 key performance indicators and monitoring requirements.
- Part B the free text, core part of the report that you must upload to the grant management tool as a single PDF document with:
- explanations of the work carried out by all beneficiaries and linked third parties during the reporting period
- an overview of the progress towards the project objectives, justifying the differences between work expected under Annex I and work actually performed, if any.
- Financial report
Consists of structured forms from the grant management system, including:
- individual financial statements (Annex 4 to the GA) for each beneficiary (and third parties)
- explanation of the use of resources and the information on subcontracting and in-kind contributions provided by third parties, from each beneficiary for the reporting period concerned (if applicable, for example it is not applicable to lump sum pilot projects)
- periodic summary financial statement including the request for interim payment.
If the Commission requests an amendment, the request is prepared and signed electronically. You will receive a notification through the 'Notifications' section of the Funding & Tenders Portal.
- Once the Commission has submitted its request, you as coordinator must accept or reject it – within 45 days - by sending the Commission a formal notification through the electronic exchange system.
- To accept the request, the coordinating organisation's project legal signatory (PLSIGN) must countersign the amendment on the consortium's behalf.
The formal notification channel can be used ONLY for correspondence requiring acknowledgement of receipt, i.e.
- to dispatch replies to formal notifications received from the Commission
- for communications under Article 17 of the Model Grant Agreement (https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=166):
- Article 17.1, Model Grant Agreement - obligation to provide information upon request
- and Article 17.2 - obligation to inform, and
- whenever it is clearly stipulated, e.g. termination of the grant agreement (Article 50.1, Model Grant Agreement, https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=326).
The Commission must now accept or reject the request within 45 days. It sends the coordinator a formal notification through the Funding & Tenders Portal.
Firstly, it checks whether the request is valid – does it include all supporting documents and explanations? It may request additional information/documents, which must not change the amendment itself.
- As coordinator, make sure you upload any further information requested within 15 calendar days of receiving the Commission's request. If you do not do so, the Commission will reject your request.
The Commission now has 45 days to assess the request.
Deadline extension: the deadline may - exceptionally - be extended on a discretionary basis, e.g. if the amendments are complex, specific compliance checks are needed (e.g. on ethical issues), or if the project has to be reviewed to assess the changes).
As coordinator, you cannot alter a request for an amendment once it has been e-signed and submitted. There are 2 options:
- You withdraw it.
- The Commission rejects it.
The Commission assesses the request and notifies the coordinator formally of its decision.
Acceptance: If the Commission accepts the request, its authorised representative e-signs the amendment. The coordinator and beneficiaries are formally notified. The countersigned amendment appears in the project's document library, in the Funding & Tenders Portal's 'My Area' section Portal.
Amendment number: once the Commission has signed the amendment, it is automatically assigned a sequential amendment number (1, 2, 3, etc.) For instance, an amendment request with the reference AMD-345622-6 is assigned number 2 if it is the 2nd signed amendment to the grant agreement in question.
Rejection: if the request is invalid (if it breaches the grant agreement's terms or conditions, for instance), incomplete or wrong, or if the granting authority disagrees with it, the Commission's authorised representative formally rejects it.
The coordinator and beneficiaries are notified of any rejection. The formal rejection letter is posted in the project's document library under the 'My Area' section of the Funding & Tenders Portal. The rejected request for an amendment is saved so that you, as coordinator, can reuse it to draw up a new request. Rejected amendments are assigned a number (e.g. R1, R2).
If you do not receive a notification within the 45-day deadline, the request is considered to have been rejected (tacit rejection). Horizon 2020 has no system for approving amendments tacitly. You must now contact the Commission (i.e. the project officer). The rejected request is saved so that you can reuse it to submit a new request that repeats the initial one fully or in part.
The PLSIGN of the coordinating organisation can withdraw a submitted request, provided that the Commission has not approved it. Withdrawn requests are saved and can be reused to submit a new request.
An amendment proposed by a consortium enters into force on the day the Commission signs it.
It takes effect (i.e. the changes to the grant agreement start to apply) either:
- on a specific date agreed by the parties (clearly specified in the amendment), or
- on the date it enters into force (i.e. the date on which the amendment was last signed).
This date should normally be after the entry into force. In justified cases it may – exceptionally - be before that date (retroactive).
If a request involves more than one change, these can take effect on different dates.
Depending on the nature of the amendment, the date on which it takes effect may affect the eligibility of costs.
Once the request has been launched, you can amend the grant agreement data by using the grant management system: https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/from-evaluation-to-grant-signature/grant-preparation/grant_data_en.htm. All beneficiaries can help by editing their own data.
A tab labelled 'amendment information' will appear in the IT system for grant management. It provides essential information, a full list of amendment types, and a dedicated field which you should use to justify the request.
Types of amendment and their content are predefined.
- On the basis of the changes to the grant agreement data, the relevant types of amendment are selected automatically from the predefined list.
Example: if the user adds a new beneficiary, the following amendment types are selected automatically: 'Addition of one or more beneficiaries', 'Amendment to Annex 1' and 'Amendment to Annex 2'.
- Other types of amendment are selected manually, e.g. 'Change in the maximum grant amount', 'Retraction of project suspension', 'Amendment to Annex 1'.
Impact on other grant agreement articles: if the amendment requested implies further amendments to other grant agreement articles, a prompt will appear.
Request for an amendment comprises 2 documents generated automatically:
- the letter requesting an amendment
- the amendment.
Once the request for an amendment is complete and ready to be submitted, the system generates the 2 documents and prompts the coordinator to e-sign.
Before submission, at any time during preparation, the draft versions are available for preview as a PDF file under the 'Documents' tab.
- The letter requesting an amendment provides justification for the request, using material from the 'justification' field in the 'amendment information' tab. The request is assessed on the basis of whatever information and explanations the coordinator provides.
Annexes & supporting documents: the user is always prompted to upload any documents to be included with the request for an amendment. These depend on the type of amendment and the specific case.
- Some supporting documents may be mandatory (e.g. to add a new beneficiary, the new beneficiary must e-sign the 'Declaration on honour' and the 'Accession Form' (Annex 3 to the Model Grant Agreement).
- It will be decided on a case-by-case basis whether other supporting documents/annexes are needed.
- The amendment is the legal document containing the amendments to the grant agreement. It is legally binding and will be incorporated into the agreement.
Once the request for an amendment is complete and ready for submission, the amendment request letter and the amendment are automatically generated.
While drawing up the request, you may choose to consult the Commission officer responsible (e.g. the project officer), who can review the request informally. Any opinion you obtain is not binding. The officer may edit certain grant data, if asked to do so. As coordinator, you can decide to retract the officer's access at any point. If you do so, any material he/she has not saved will be lost.
As coordinator, make sure the request is complete and that all data is correct. While you are drafting the request, you will receive an alert if you omit any information. You can check draft versions as a PDF file in the Documents tab at any time before submission.
Once the request is ready to be sent off, lock it for review, to guard against any unwanted further changes. Make sure the draft has 'read-only' status for other consortium members. Carry out a final review and quality check. The request is now ready for submission. You can still unlock it to make any final changes you think necessary before sending it off.
Your authorised project legal signatory (PLSIGN) must e-sign the request. Now submit it online.
For more details on the grant management roles, please visit https://ec.europa.eu/research/participants/docs/h2020-funding-guide/user-account-and-roles/roles-and-access-rights_en.htm
Before launching your amendment request:
- Prepare the supporting documents.
- Request validation of legal entity data (e.g. banking information, PIC number for any new beneficiaries through the Participant Register) – for more information about the validation of a legal entity data, please visit https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/register-an-organisation/validation-of-organisation_en.htm
- Depending on the nature of the changes, discuss the request for an amendment with the project officer in charge of the grant.
The coordinator launches the amendment request:
- Locate the 'My Area' section of the Funding & Tenders Portal Grant Management Service.
- Go to the 'My Projects' list.
- Click on the 'Actions' button, then on 'Manage Project'.
- Select 'Consortium Requested Amendment' from the list of 'new interactions'.
Amendment reference number (ID): once you have launched the request, the amendment is automatically assigned a reference number. Please use this unique identifier in all contacts with the Commission during the amendment process.
Prepare your request using the Funding & Tenders Portal's Grant Management Service.
- Amend the relevant data in the grant agreement
- Give reasons for (justify) the amendment
- Upload supporting documents
- Make sure the necessary validations are complete (e.g. validation of a new legal entity or bank account)
- Submit your request
Exception: if a beneficiary's participation is terminated at the initiative of other beneficiaries, you, as coordinator, must draft a notification to inform the Commission of this. The notification must include the request for an amendment.
Requests proposing more than one change to the grant agreement are treated as a package. They cannot be divided into separate requests; the Commission accepts or rejects them as an indivisible whole.
Consider submitting changes that require more in-depth reflection (e.g. changes to Annex 1) as a separate request. Requests requiring no discussion (e.g. a change in the coordinator's bank account) can then be dealt with faster.
Please prepare and submit any requests for amendments as soon as possible after you become aware of the need to amend the grant agreement. Amendments take time to be processed and the changes introduced will, in most cases, apply only once the amendment is approved, but not retroactively.
The requesting party signs and submits amendments electronically.
The receiving party countersigns the amendments electronically.
When one of the following changes applies:
- Changes involving beneficiaries & linked third parties
- Adding a new beneficiary
- Deletion of a beneficiary whose participation has been terminated because:
- it has not signed the grant agreement
- it has not provided a declaration on joint & several liability as requested
- for some other reason
- Change of beneficiary due to 'partial takeover' (for more information, please see H2020 Programme – Annotated Model Grant Agreement (AGA) page 357, https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=353
- Deletion or addition of linked third party (for more information, please see H2020 Programme – Annotated Model Grant Agreement (AGA), Article 14)
- Specific case: if a beneficiary's participation is terminated at the initiative of other beneficiaries (for more information, please see H2020 Programme – Annotated Model Grant Agreement (AGA), Article 50.2)
- Change involving the coordinator/principal beneficiary
- Change of coordinator
- Change in the bank account the coordinator uses for payments
- Change in the ‘authorisation to administer’ option
- Changes affecting the project or its implementation
- Change to Annex 1
- Change in the title of the project or its acronym, starting date, duration or reporting periods
- Resumption of project activities after a temporary suspension (for more information, please see H2020 Programme – Annotated Model Grant Agreement (AGA), Article 49)
- Changes involving the financial aspects of the grant
- Change to Annex 2 or 2a
- Change in the maximum grant amount, reimbursement rate(s), the estimated eligible costs of the project (if applicable, for example it is not applicable to lump sum pilot projects), the amount of pre-financing or the contribution to the Guarantee Fund
- Change concerning specific cost categories (‘specific unit costs’)
- Specific changes in other Model Grant Agreements (e.g. FPA/SGA, ERC, MSCA, etc.)
Please see available amendment types in the Grant Management tool for Consortium-requested amendments on the following link:
Amendments are NOT necessary:
- for certain budget transfers
- if the name or address of a beneficiary, linked third party or coordinator changes
- if a universal takeover results in a change of beneficiary
if there is a change in the name of the bank or the address of the branch where the coordinator has an account, or in the name of the account holder.
The consortium is free to propose amendments.
If you are the coordinator:
- Check that the consortium has reached agreement through an internal decision-making process, as set out in the consortium agreement (e.g. unanimously or by simple or qualified majority).
- Sign & submit the amendment(s) on its behalf.
Exception: in cases where coordinators are to be replaced without their agreement, another beneficiary (acting on behalf of the other beneficiaries in the consortium) submits the request.
The Commission can also propose amendments. For more details, please see: https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/grant-management/amendments_en.htm#AmendmentCommission
Before the end of the project (i.e. the date given in H2020 Programme – Annotated Model Grant Agreement (AGA), Article 3, page 23, please see: https://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/amga/h2020-amga_en.pdf#page=21)
Exception: In exceptional cases – e.g. if the bank account changes, or the coordinator responsible for paying the balance is replaced – once the project is completed.
Beneficiaries must keep records and other supporting documentation in order to prove the proper implementation and the costs declared as eligible (For Lump Sum Pilot projects, beneficiaries do not need to keep records on their costs. They only need to keep appropriate and sufficient evidence to prove the proper implementation of the action).
To learn more about keeping records, please read Article 18 of the H2020 Annotated Model Grant Agreement, available on the following link:
The Commission has no access to the proposal before the call deadline. However, in order to plan the evaluation process and meet the deadline for informing you of the outcome, your consent will be asked to access certain information before the call deadline:
- the call title and the topic for which the proposal is submitted
- the title of the proposal, summary information, keywords
- the identity codes of the participating organisation(s) (PICs)
where applicable, the relevant panel.
- Your proposal is archived under secure conditions at all times. After the evaluation the proposal is not kept any longer than indicated in the Services specific privacy statement on grant management (please see https://ec.europa.eu/research/participants/data/support/legal_notice/h2020-ssps-grants_en.pdf).
- Your proposal should not contain any information that is 'EU classified' under the rules on security of information in the Commission internal Rules of Procedure (available at http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:02001D0844-20050202&qid=1395937087333&from=EN and the Guidelines for the classification of information in research projects https://ec.europa.eu/research/participants/data/ref/h2020/other/hi/secur/h2020-hi-guide-classif_en.pdf).
We will process personal data in accordance with Regulation No 45/2001 (please see http://europa.eu/legislation_summaries/information_society/data_protection/l24222_en.htm) and according to the !!!'notifications of the processing operations' to the Data Protection Officer (DPO)!!! of the Commission/Agency (publicly accessible in the DPO register, available at https://ec.europa.eu/dpo-register/search.htm) and Services specific privacy statement on grant management (Available at https://ec.europa.eu/research/participants/data/support/legal_notice/h2020-ssps-grants_en.pdf).
The Commission will treat your proposal confidentially, as well as any related information, data and documents received. Evaluation/ethics experts are also bound by an obligation of confidentiality. Please pay attention not to attempt to discuss your proposal with persons you believe may act as expert evaluator for the Commission.
Proposals must be submitted electronically using the electronic submission system of the Participant Portal. Access to the electronic submission system is available after selecting a topic and a type of action of your preferred call for proposal.
Proposals must be created and submitted by a representative/contact person of the coordinating organisation. Certain types of action differ from this standard. While the submission of a proposal for Marie Sklodowska-Curie fellowships falls under the full responsibility of the applicant organisation represented by the main supervisor, it is technically possible for both the supervisor and the aspirant fellow to create, modify and submit the proposal. In proposals for Frontier Research Grants of the European Research Council the individual researcher (Principal Investigator) takes the lead on the proposal.
The electronic submission system is an online wizard that guides you step-by-step through the preparation of your proposal. The proposal itself consists of 2 main parts:
- administrative forms (structured information of the basic administrative data, declarations of partners, organisations and contact persons, etc.)
- technical annex, which is the detailed description of the planned research and innovation project outlining work packages, costs, etc.
Further mandatory or optional annexes (e.g. supporting documents for ethics issues, detailed budget table for lump sum pilot projects) can be required by the call and the given topic, as shown in the submission system.
For more information about the processes for submitting proposals, please see https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/submit-proposals/get-prepared_en.htm
For electronic proposal submission, please visit https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/submit-proposals/submission-tool_en.htm
If you want to participate in a project proposal, your organisation needs to be registered in the Participant Register of the Funding & Tenders: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/how-to-participate/participant-register Portal and have a 9-digit Participant Identification Code (PIC).
You can verify whether your organisation is already registered and has a PIC on the Funding & Tenders Portal: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/how-to-participate/beneficiary-register-search. If not, you can start the registration process on the same page and, once completed, get the PIC to be quoted in your proposal and in any correspondence with the Commission.
If your proposal is successful, you will receive a notification that your proposal is selected for funding. When needed, the Commission will ask you to:
- provide supporting documents to confirm the information declared during the registration of your organisation (validation of the legal entity, please see https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/register-an-organisation/validation-of-organisation_en.htm)
- appoint a "Legal Entity Appointed Representative" (the so-called "LEAR", please see https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/register-an-organisation/lear-appointment_en.htm)
provide supporting documents to verify the financial viability of your organisation (please see https://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/register-an-organisation/financial-capacity-check_en.htm)
To find partners for your project ideas, you can:
- Use the Partner Search function of the Funding & Tenders Portal. The function allows to:
- look for organisations which received funding in the past
- create and check partner search requests by call/topic
- Use Partner Search tools and services of third parties. Several thematic NCP Networks and other entities provide partner search facilities with quality checks and a close follow-up of your request or offer.
- Participate in conferences, brokerage events organised by the different networks like the National Contact Points or the EEN.
Link for Funding & Tenders Portal Partner portal:
If you want to find experienced partners, who already have ongoing projects, or if you want to browse in the database of registered organisations, visit the of the Funding & Tenders Portal: https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/how-to-participate/partner-search
You can search by keyword/geographical area/funding type, etc. Search results include complete organisation profiles with lists of funded projects and the possibility to contact representatives.
If you have selected your area of interest via the Topic search, you may publish your offer/interest for one or more of the open/forthcoming topics of a call on the Funding & Tenders Portal. All your published offers/interests will be visible on your organisation's page too.
Idealist Partner Search
Developed by the ICT National Contact Points (NCP) network, but the partner profiles are not limited to ICT. The service includes advice on creating an organisation profile by your local NCP and there is quality control on all the published data. For more information please see: https://www.ideal-ist.eu/partner-search.
Partner Search of Nanosciences and nanotechnologies, Materials and new Production technologies (NMP)
For more information please see https://www.nmp-partnersearch.eu/.
Fit for Health
Developed by the Fit for Health network in close cooperation with the Health-NCPs. The quality checked database contains expert profiles of researchers and SMEs acting in the Health / Life sciences sector. The service includes partner search activities advice on all aspects related to a research project, starting with help in first orientation and strategy development to proposal preparation, implementation, exploitation and promotion. For more information please see https://www.fitforhealth.eu/.
Partner search for H2020 'Smart, Green and Integrated Transport' calls for proposals
The partner search tool is dedicated to the project proposals to be submitted under the H2020 'Smart, Green and Integrated Transport" calls (Societal Challenge 4). The tool is developed by the H2020 National Contact Points network for Transport - ETNA Plus. The quality of published partner searches is guaranteed through a two-step verification process. For more information please see https://www.transport-ncps.net/partner-search/.
C-Energy 2020 network - the European Energy NCP network under H2020
The C-Energy2020 Partner Search Tool has been created as part of the C-Energy2020 network and is linked from the Network website. The purpose is to offer a comprehensive and easy to use web-based tool that supports the building of consortia for promising proposals that are targeted at the open calls under the Horizon2020 Energy Work Programme. The service includes a quality check by the NCPs. For more information please see http://www.c-energy2020.eu/.
NCPs CaRE: Partner search for Societal Challenge 5 “Climate action, environment, resource efficiency and raw materials”
Within the NCPs CaRE network project for NCPs in SC5, the partnering tool supports potential applicants for the Horizon 2020 Work programme of the Societal Challenge 5 “Climate action, environment, resource efficiency and raw materials” in finding partners and building a consortium for a project proposal. The service includes a quality check by the NCPs and participation in specific brokerage events. For more information please see http://partnersearch.ncps-care.eu/index.php?index=11.
Enterprise Europe Network Cooperation Opportunities Database
The Enterprise Europe Network (EEN) publishes an extensive number of innovation and technology profiles from international companies and research organisations to help identify suitable partners for bilateral business, innovation and technology cooperation. The EEN database is updated with new profiles on a weekly basis. All profiles are published anonymously. Express your interest in collaboration by filling in and sending the Expression of Interest form to your local EEN office, who will establish the contact. For more information please see http://een.ec.europa.eu/tools/services/SearchCenter/Search/ProfileSimpleSearch.
P2P Partner Search
The ERA-LEARN 2020, a support platform for the Public-Public-Partnerships (P2P), provides the P2P Partner Search to find stakeholders engaged or willing to engage in large networks for the coordination and cooperation of national and/or regional research programmes. For more information please see https://www.era-learn.eu/h2020-calls-for-p2p/p2p-partner-search.
Most of the H2020 themes support collaborative research projects where at least three organisations from different countries form a consortium. However, there are a number of opportunities also for mono-participant actions:
- European Research Council (ERC) research grants – support frontier research by individual researchers and teams.
- Marie Sklodowska-Curie actions – support researcher mobility. Besides research funding, scientists have the possibility to gain experience abroad and in the private sector, and to complete their training with competences useful for their careers.
- SME instrument – supports both individual SMEs and SME groups that have international ambitions, determined to turn strong, innovative business ideas into winners on the market.
You can find calls and announcements on this link: http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/index.html
To see exactly whether you are eligible for funding, check the specific work programme or call for proposal/tender.
Any natural or legal persons (e.g. any company, big or small, research organisations, universities, non-governmental organisations, etc.) regardless of their place of establishment or residence. They must possess the operational and financial viability to carry out the research tasks that they propose.