Templates & Guides

This page includes reference documents of the programmes managed on the EU Funding & Tenders portal starting with legal documents and the Commission work programmes up to model grant agreements and guides for specific actions.

You can also find a collection of all Artefacts and Templates of European Commission’s PM² Project Management Methodology and links for the most important websites for European Policies and funding.

Horizon Europe

The Strategic Planning Process and the Strategic Plan
Implementation Strategy for Horizon Europe
Version 1.0
Publications Office of the EU – Horizon Europe
Publications Office of the EU – Participation in Horizon Europe
Horizon Europe – The next EU Research & Innovation Investment Programme
(2021 – 2027)

Work Programmes 2018-2020

Main WP

1. General Introduction
2. Future and Emerging Technologies
3. Marie Skłodowska-Curie actions
4. European research infrastructures
5. Leadership in enabling and industrial technologies
5.i. Information and Communication Technologies
5.ii. Nanotechnologies, Advanced Materials, Biotechnology and
Advanced Manufacturing and Processing
5.iii. Leadership in Enabling and Industrial Technologies
6. Access to Risk Finance
7. Innovation in small and medium-sized enterprises
8. Health, demographic change and wellbeing
9. Food security, sustainable agriculture and forestry, marine,
maritime and inland water research and the bioeconomy
10. Secure, clean and efficient energy
11. Smart, green and integrated transport
12. Climate action, environment, resource efficiency and raw
materials
13. Europe in a changing world – Inclusive, innovative and
reflective societies
14. Secure societies – Protecting freedom and security of
Europe and its citizens
15. Spreading Excellence and Widening Participation
16. Science with and for Society
17. European Innovation Council (EIC)
18. Dissemination, Exploitation and Evaluation
20. Cross-cutting activities

Guidance

Rules for Proposal Submission and Evaluation

Grants Manual – Section on: Proposal submission and evaluation

Grant agreements, contracts and rules of contest

Model grant agreements

  • General Grant Agreement

Multi-Beneficiary
General Model Grant Agreement
Mono-Beneficiary
General Model Grant Agreement
  • European Research Council (ERC)

Multi-Beneficiary Model Grant Agreement | ERC Starting Grants, Consolidator Grants, Advanced Grants and Synergy
Grants
Mono-Beneficiary Model Grant Agreement | ERC Starting Grants, Consolidator Grants, Advanced Grants and Synergy
Grants
Multi-Beneficiary Model Grant Agreement | ERC Proof of Concept
Mono-Beneficiary Model Grant Agreement | ERC Proof of Concept
Multi-Beneficiary Model Grant Agreement | ERC Proof of Concept Lump Sum Pilot
Mono-Beneficiary Model Grant Agreement | ERC Low-value
  • Marie-Sklodowska-Curie (MSC)

Mono-Beneficiary Model Grant Agreement | Individual and Widening Fellowships
Multi-Beneficiary Model Grant Agreement | Innovative Training Networks
Multi-Beneficiary Model Grant Agreement | Research and Innovation Staff Exchange
Mono-Beneficiary Model Grant Agreement | COFUND
Mono-Beneficiary Model Grant Agreement | Special Needs Lump Sum
  • SME Instrument

Mono-Beneficiary Model Grant Agreement | SME Instrument Phase 1
Multi-Beneficiary Model Grant Agreement | SME Instrument Phase 1
Mono-Beneficiary Model Grant Agreement | SME Instrument Phase 2
Multi-Beneficiary Model Grant Agreement | SME Instrument Phase 2
Mono-Beneficiary Model Grant Agreement | EIC Accelerator

PM² Project Management Methodology

PM² Project Management Methodology Guide 3.0

PM² Programme Management Methodology Guide 1.0

PM² Essentials: Training Material

Course Material

PM² Artecfacts | Templates

  • Initiating Phase

Project Initiation Request
Business Case
Project Charter
  • Planning Phase

Project Handbook
Project Work Plan
Outsourcing Plan
Deliverables Acceptance Plan
Transition Plan
Business Implementation Plan

Requirements Management Plan

Project Change Management Plan
Risk Management Plan

Issue Management Plan

Quality Management Plan

Communication Management Plan
Project Stakeholder Matrix
  • Executing Phase

Meeting Agenda
Minutes of Meeting (MoM)
Project Status Report
Project Status Report (EVM)
Change Request Form
Project Progress Report
  • Closing Phase

 Project-End Report
  • Monitor & Control

Risk Log
Issue Log
Decision Log
Change Log
Phase-exit Review Checklist
Quality Review Checklist
Deliverables Acceptance Checklist
Transition Checklist
Business Implementation Checklist
Stakeholder Checklist

Websites dedicated to European funding

European Academy's courses

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