All the data is based on the Proposer's Transformation Tree approach that is registered as trademark and it aims to master the proposer or project manager in the four most essential skills in project planning and management.
Understanding the EU Funding Philosophy
This mind map aims to make your life easier in navigating through the main different funding opportunities.
Grants are awarded to implement specific projects, usually following a public
announcement known as a ‘call for proposals’.
A grant serves a specific purpose which is described in the call for proposals.
In many cases the EU’s contribution is conditional on the beneficiary providing
Public contracts are awarded through calls for tender (a procedure known as
public procurement). They cover a wide range of areas including studies, technical
assistance and training, consultancy, conference organisation, IT equipment and
many others. The contracts’ purpose is to buy services, goods or works to ensure
the smooth functioning of EU institutions or programmes.
These institutions are responsible for organising calls
for proposals or tender procedures.
means that a fund or
programme is directly
managed by the
or one of its agencies.
and other activities
The European Commission manages the budget through its
departments (‘directorates-general’) and executive agencies.
means that the
management of the EU
fund or programme
is delegated to EU
countries. Most EUfunded
accounting for around
80 % of the EU budget,
are under shared
EU countries assign the management of EU funding mainly
to managing authorities such as ministries and other public
Check the synoptic presentation of the Financial Regulation of the EU Budget
The main two types are NGOs and SMEs. Other players such industry can fit really well under H2020, and public organisation can fit almost anywhere. Universities also can fit almost anywhere.
Small and medium-sized enterprises (SMEs) can obtain EU funding in the form
of grants, loans and, in some cases, guarantees. They can also win contracts to
provide various goods or services.
The EU does not directly provide
microloans to individuals or businesses but provides
guarantees, loans and equity to intermediaries who
can then lend to small businesses or make available
Funding is available for start-ups, entrepreneurs and companies of any size or sector. A wide range of financing is available: Loans, guarantees, equity funding. The decision to provide EU financing will be made by the local ﬁnancial institutions such as banks, guarantee societies or equity investors. Thanks to the EU support the local financial institutions can provide additional financing to businesses.
The European Commission does not directly finance entrepreneurs or social enterprises, but enables selected microcredit providers and social enterprise investors in the EU to increase lending.
The Executive Training Programme is a unique opportunity for European executives and companies to expand their businesses in Japan and Korea through active learning combining business and language training, an internship in a local company, and support for business plan development. The EU funds the entire programme and provides a scholarship throughout for each participant.
A range of actions contributes to building innovation management capacity for Small and Medium Enterprises. Innovation management capacity is the internal ability of companies to manage innovation processes from the generation of the idea to its profitability on the market.
Horizon 2020 provides direct support to the Enterprise Europe Network, a key player in improving SMEs' access to funding opportunities.
'Innovation in SMEs' funds additional activities intended to support entrepreneurship, internationalisation, and improving access to markets (through the COSME programme).
EUREKA/Eurostars Joint Programme Initiative (2014-2020), that provides funding for market-oriented transnational collaborative R&D projects, spearheaded by R&D performing SMEs established in any of the 34 EUREKA Member-States that participate to Eurostars. Eurostars pools together national resources, with the aim of strengthening integration and synchronization of national research programmes contributing to the achievement of a European Research Area.
The phrase ‘disruptive innovation’ was coined by author and Harvard Business School professor Clayton Christensen. Put very simply it refers to the transformation of a high-cost, complex industry by innovation that results in greater simplicity, accessibility and affordability. Examples of disruptive innovation can be seen in a range of industries. For example:
The pillar of Societal Challenges supports R&I that target society and citizens (climate, environment, energy, transport, etc.). It supports the development of breakthrough solutions coming from multi-disciplinary collaborations, which include social sciences and humanities.
A challenge-based approach will bring together resources and knowledge across different fields, technologies and disciplines, including social sciences and the humanities. This will cover activities from research to market with a new focus on innovation-related activities, such as piloting, demonstration, test-beds, and support for public procurement and market uptake. It will include establishing links with the activities of the European Innovation Partnerships (EIP).
Budget: € 3 057 million
This programme shall contribute to the further development of an area in equality and the rights of persons.
The Erasmus+ programme aims to boost skills and employability, as well as modernising Education, Training, and Youth work.
The seven year programme will have a budget of 14.7 bn EUR
Managed by Erasmus+ National Agencies
Managed by EACEA
Knowledge Alliances are between higher education and enterprises partnerships for
Sector skill alliances concern partnerships between VET institutions and Sector Enterprise representatives or business addressing skill gaps in a specific business sector.
IPA II - Instrument for Pre-Accession Assistance
‘NGO’ stands for non-governmental organisation. It is a useful shorthand term
used to refer to a range of different organisations that typically share the following
Action grants reimburse NGOs for costs incurred while carrying out the activities in
Under some programmes the EU can directly subsidise an NGO through an
operating grant provided the organisation ‘pursues an aim of general Union interest
or has an objective forming part of, and supporting, a Union policy’. The level of the
grant is based on an analysis of the size and scope of the organisation’s activities,
its annual work plan, its compatibility with EU policy priorities etc., rather than on
supports initiatives related to the
European audiovisual, cultural and creative sector. The programme consists of two
sub-programmes: Culture and MEDIA.
Societal Challenges, a part of the H2020 research and innovation programme,
provides funding for projects. There is a wide range of areas: health, demographic
change, food security, sustainable agriculture and forestry and marine, maritime
and inland water research.
to NGOs, international organisations and United
Nations agencies which implement humanitarian
action on the ground.
It aims to preserve peace and strengthen international security in accordance with the principles of the United Nations Charter.
Grants are available for a variety of different climate action projects including pilot, demonstration, best practice and capacity building projects. Grants are also available for non-profit organisations, including NGOs, working towards climate goals at European level.
The Scientific Council, the ERC's governing body, defines the scientific funding strategy and methodologies. It acts on behalf of the scientific community in Europe to promote creativity and innovative research.
http://The Scientific Council, the ERC's governing body, defines the scientific funding strategy and methodologies. It acts on behalf of the scientific community in Europe to promote creativity and innovative research.
The European Research Council (ERC) funds scientific projects that enable Europe's brightest minds to tackle research challenges such as climate change, health and ageing and economic governance. Many of these projects can lead to scientific and technological discoveries, and even open up new possibilities for industries, markets and the broader society.
Applications can be made in any field of research. The three broad thematics are:
ERC Proof of Concept Grants for ERC grant holders who want to check the market and/or innovation potential of research results from ERC-projects -up to 150,000 euro for a period of 12 months.
ERC Synergy Grants for small groups of individual researchers -up to 15 million euro for a period up to 6 years.
Future and Emerging Technologies (FET) go beyond what is known! Visionary thinking can open up promising avenues towards powerful new technologies.
FET Open encourages not only proposals with new and promising ideas, but also proposals from new high-potential actors in research and innovation (such as young researchers and high-tech SMEs), who may become the scientific and industrial leaders of the future.
FET Open also calls for coordination and support activities to turn Europe into the best place in the world for responsible collaborative research on future and emerging technologies that will make a difference for society in the decades to come.
FET Proactive nurtures emerging themes, seeking to establish a critical mass of European researchers in a number of promising exploratory research topics. This supports areas that are not yet ready for inclusion in industry research roadmaps, with the aim of building up and structuring new interdisciplinary research communities.
FET Flagships are 1-billion, 10-years initiatives where hundreds of excellent European researchers unite forces to focus on solving an ambitious scientific and technological challenge, like understanding the Human Brain or developing the new materials of the future, such as Graphene.
The objective of the MSCA is to support the career development and training of researchers – with a focus on innovation skills – in all scientific disciplines through worldwide and cross-sector mobility. For this, the MSCA provide grants at all stages of researchers' careers, from PhD candidates to highly experienced researchers, and encourage transnational, intersectoral and interdisciplinary mobility. The MSCA will become the main EU programme for doctoral training, funding 25 000 PhDs.
Individual Fellowships will support the mobility of researchers within and beyond Europe - as well as helping to attract the best foreign researchers to work in the EU. The grant usually covers two years' salary, a mobility allowance, research costs and overheads for the host institution. Individual researchers submit proposals for funding in liaison with their planned host organisation. Proposals are judged on their research quality, the researcher's future career prospects, and the support offered by the host organisation. Fellows can also spend part of the fellowship elsewhere in Europe if this would boost impact, and those restarting their career in Europe benefit from special eligibility conditions.
RISE will support short-term mobility of research and innovation staff at all career levels, from the most junior (post-graduate) to the most senior (management), including also administrative and technical staff. It will be open to partnerships of universities, research institutions, and non-academic organisations both within and beyond Europe. In worldwide partnerships, academia-to-academia exchanges will be permitted.
The MSCA offer additional funding to regional, national and international programmes for research training and career development. COFUND programmes encourage the movement of researchers across borders and provide good working conditions. The scheme can support doctoral and fellowship programmes.
It is a Europe-wide public event to stimulate interest in research careers, especially among young people. The activities are focused on the general public and might take various forms such as hands-on experiments, science shows, debates, competitions or quizzes. The NIGHT takes place yearly, typically on the last Friday of the month of September.
The objective is to ensure the implementation and operation of the ESFRI and other worldclass research infrastructures, including the development of regional partner facilities; integration of and access to national research infrastructures; and the development, deployment and operation of e-infrastructures.
The goal is to encourage research infrastructures to act as early adopters of technology, to promote R&D partnerships with industry, to facilitate industrial use of research infrastructures and to stimulate the creation of innovation clusters. This activity will also support training and/or exchanges of staff managing and operating research infrastructures.
The aim will be to support partnerships between relevant policymakers and funding bodies, mapping and monitoring tools for decision-making and also international cooperation activities.
JRCs provide independent and reliable scientific advice in various topics to the EC.
The Industrial Leadership supports key technologies, such as microelectronics, advanced manufacturing, etc. across existing and emerging sectors. It also aims at attracting more private investment into R&I and supporting the increase of innovative SMEs in Europe.
Horizon 2020 introduces specific measures for spreading excellence and widening participation. These measures are targeted at low-performing Member States in terms of research and innovation, and they will be implemented by the Member States most in need of the new Cohesion policy for the 2014-2020 programming period.
The Teaming action (associating advanced research institutions to other institutions, agencies or regions for the creation or upgrade of existing centres of excellence) is a new feature under Horizon 2020. It will provide new opportunities to the parties involved, with real prospects for growth through tapping into new collaboration and development patterns, including the establishment of new scientific networks, links with local clusters and opening up access to new markets. This will offer national and local research new possibilities for exploitation and value creation and boost the innovation potential of the countries involved.
Twinning will help strengthen a defined field of research in a knowledge institution through linking with at least two internationally-leading counterparts in Europe.
The ERA Chairs scheme will provide support for universities and other research institutions to attract and maintain high quality human resources and implement the structural changes necessary to achieve excellence on a sustainable basis.
The Policy Support Facility will aim to improve the design, implementation and evaluation of national/regional research and innovation policies. It will offer expert advice to public authorities at national or regional level on a voluntary basis, covering the needs to access the relevant body of knowledge, benefit from the insight of international experts, use state of the art methodologies and tools, and receive tailor-made advice.
Supporting access to international networks for excellent researchers and innovators who lack sufficient involvement in European and international networks. This will include support provided through COST.
Strengthening the administrative and operational capacity of transnational networks of National Contact Points will allow financial and technical support and ensure the flow of information between them and the Horizon 2020 implementation bodies.
The aim of this programme is to build effective cooperation between science and society, to recruit new talent for science and to pair scientific excellence with social awareness and responsibility.
In contrast to the Joint Technology Initiatives (JTIs) being set up under Horizon 2020 (see IP/13/668), the contractual PPPs do not organise their own calls but funding is awarded by the Commission through open calls under the Horizon 2020 Work Programme.
Factories of the Future (FoF), to support the manufacturing industry through the development of sustainable production technologies and systems
Energy-efficient Buildings (EeB), to increase the competitiveness and energy efficiency of the construction industry
European Green Vehicles Initiative (EGVI), to develop a competitive and resource efficient transport system with significantly less CO2 emissions
Sustainable Process Industry (SPIRE), to make the process industry more resource- and energy-efficient
Photonics, one of the key enabling technologies for our future prosperity and an essential element of many sectors, from energy and health, to everyday products like DVD players and mobile phones.
Robotics, a key driver of industrial competitiveness and essential to address key societal challenges in areas such as demographic change, health and well-being, food production, transport and security.
High Performance Computing (HPC), which plays a pivotal role in stimulating Europe’s economic growth and advancing European science
Advanced 5G networks for the Future Internet (5G), to stimulate the development of network internet infrastructure to ensure advanced ICT services for all sectors and users
The Data Public-Private Partnership aims at strengthening the data value chain, in order to allow Europe to play a relevant role on Big Data in the global market. It will become operational in 2015.
Joint Technology Initiatives are long-term Public-Private Partnerships which are managed within dedicated structures based on Article 187 TFEU. JTIs support large-scale multinational research activities in areas of major interest to European industrial competitiveness as well as issues of high societal relevance. They are established on the basis of European Technology Platforms (ETPs) in those cases where the scale and scope of the initiative make loose co-ordination through ETPs and support by the regular instruments of the Framework Programme for Research and Development insufficient.
Innovative Medicines 2 (IMI2): to develop next generation vaccines, medicines and treatments, such as new antibiotics
Fuel Cells and Hydrogen 2 (FCH2): to accelerate market introduction of clean and efficient technologies in energy and transport
Clean Sky 2 (CS2): to develop cleaner, quieter aircraft with significantly less CO2 emissions
Bio-based Industries (BBI): to use renewable natural resources and innovative technologies for greener everyday products
Electronic Components and Systems for European Leadership (ECSEL): to boost Europe’s electronics manufacturing capabilities
Shift2Rail: to develop better trains and railway infrastructure that will drastically reduce costs and improve capacity, reliability and punctuality
Single European Sky ATM Research (SESAR) 2020: to develop the new generation of European Air Traffic Management system that will enhance the performance of air transport
It is the strongest finger and the one we own our development/progress as human beings. It differentiates physically with all other animals. Therefore, the "why" is the most important question
How much to each programme and subprogramme overall and per year?
A challenge based approach that couples science and innovation and consequently
Mainly bottom up approaches. Open to submit proposals not in specific actions
Turn good (research) ideas to innovation
The concrete goal is to support and facilitate access to sources of debt and equity financing by innovative companies of all sizes and also by research centres and universities, public-private partnerships, special-purpose companies or projects, and joint ventures.
InnovFin - EU Finance for Innovators consists of a range of tailored products – from guarantees for intermediaries that lend to SMEs to direct loans to enterprises - helping support the smallest to the largest R&I projects in the EU and countries associated to Horizon 2020, the new EU research programme for 2014-20.
The European Investment Bank will provide loans to medium to larger companies, or guarantees to banks lending to them. The European Investment Fund will provide guarantees to banks lending to small and medium-sized firms and – at a later stage – invest in venture capital funds providing start-ups and fast-growing firms with equity.
EIB Group's specialist provider of risk finance to benefit SMEs across Europe.
The Fast Track to Innovation (FTI) pilot is a fully-bottom-up measure in Horizon 2020 to promote close-to-the-market innovation activities, and open to all types of participants.
Individual researchers from any country in the world seeking the opportunity to work in Europe for a certain period of their career can apply for funding through the European Research Council and the Marie Skłodowska-Curie actions.
Any organisation can participate from all over the world as Third Party but with no funding
Research organisations in some 130 developing countries are automatically eligible for funding. N.B. Check the full list of these countries as provided in Annex A of the Horizon 2020 Work Programmes.
In exceptional cases, industrialised and emerging economies can receive EU funding if:
EC prepares it with consultation of stakeholders as such:
Advisory group experts provide high quality and timely advice to the Commission services during the preparation of the Horizon 2020 work programme.
In order to get advise on enterprise, SME and industrial policies, the Commission has set up a group of experts called the 'Enterprise and SME Policies Group'.
The 'Enterprise Policy Group' consists of Directors Generals from Member States' public administrations who are responsible for industrial and enterprise policy issues.
a stakeholder platform that brings together representatives from industry, public services, academia and NGOs.