Before preparing your proposal, we recommend you read the legislation creating IHI, the IHI Strategic Research and Innovation Agenda, and the annual work programme to ensure you understand IHI, its goals, and how it works.
Updates coming soon: Note that we are preparing some updates to the following guides - Guide for applicants, Guide for contributing partners, FAQ. The new versions will be published in time for the launch of IHI calls 9 and 10:
- IHI guide for applicants (last update 19 March 2024) – this guide is designed to assist you in preparing and submitting your proposal.
- IHI guide for contributing partners (last update 13 June 2024)
Application letter templates and a checklist can be found on the contributing partners page. - Frequently asked questions (last update 12 January 2024)
- IHI guidelines for in-kind contributions to additional activities (IKAA) (last update March 2024)
- Our guide for applicants and project consortia on regulatory considerations for IMI and IHI projects provides useful advice on regulatory issues to consider when preparing your proposal
- All proposals must be submitted via the Funding and Tenders Portal.
- Checklist for assessing IHI JU eligibility for funding of companies having an annual turnover of less than EUR 500 million Word
The following templates and annexes can be downloaded from the Funding and Tenders Portal submission system, and via the links below. Note that some annexes are compulsory for certain calls / stages. Unless specified otherwise, annexes should be uploaded into the submission system as separate documents.
Research and Innovation Actions – full proposals (single-stage calls, and second stage of two-stage calls)
- Proposal template – Part A
Part A of the proposal is generated by the IT system in the submission system, where applicants insert general information on their proposal (e.g. proposal acronym), details of the participants, the budget, information on ethics and security, as well as other type of information (e.g. information on clinical studies). For more information, see the Horizon Europe Part A template here. (Note that only Part A of this template applies to this call. For Part B, see below.) - Proposal template – Part B pdf | Word
Part B should be completed by the consortium and uploaded into the portal. - Annex: Type of Participants (full proposals) Excel
Compulsory annex for full proposals. Instructions on how to complete this annex can be found here. - Annex: Declaration of in-kind contribution commitment pdf | Word
Compulsory annex for all single-stage calls. - Annex: In-kind contributions to additional activities Excel
Optional annex for single-stage calls and the second stage of two-stage calls. - Annex: Essential information for clinical studies Word
Compulsory annex for single-stage calls and the second stage of two-stage calls. which must be uploaded as a separate document in the submission system. If your proposal does not include clinical studies, please upload a statement declaring that your proposal does not include clinical studies. - Annex: Ethics (no template)
Optional annex for single-stage calls and the second stage of two-stage calls. Part A of the proposal includes an ethics self-assessment. However, if the proposal raises many serious ethical issues, the character count in Part A may not be enough for applicants to provide all the information needed. If this is the case for you, you should provide any additional information on the ethical aspects of your proposal in a separate document and upload it as an ethics annex. Note that there is no specific template for this annex. - Annex to the budget for the Full Proposal - two-stage call Excel
- Annex to the budget for the Full Proposal - single-stage call Excel
Research and Innovation Actions – short proposals (first stage of two-stage calls)
- Proposal template – Part A
Part A of the proposal is generated by the IT system in the submission system, where applicants insert general information on their proposal (e.g. proposal acronym), details of the participants, and the budget. For more information, see the Horizon Europe Stage 1 Part A template here. (Note that only Part A of this template applies to this call. For Part B, see below.) - Proposal template – Part B pdf | Word
Part B should be completed by the consortium and uploaded into the portal. - Annex: Type of Participants (short proposals) Excel
Compulsory annex for short proposals. Instructions on how to complete this annex can be found here.
- Evaluation form pdf
Grant agreement
- Horizon Europe General Model Grant Agreement
The model grant agreement may be updated from time to time – this link will always take you to the latest version. - Annotated Model Grant Agreement
The annotated model grant agreement provides detailed information and guidance on all points raised in the model grant agreement.
Consortium agreement
All project partners must sign a consortium agreement that sets out participants’ rights and obligations and addresses issues like governance, liability and intellectual property rights. The agreement should be adapted to the needs of each project. A template prepared by the IHI founding industry members shows what a consortium agreement might look like; it is available on the websites of COCIR, EFPIA, and MedTech Europe. Consortia may also use alternative templates if they wish.
Waiver request regarding IHI's right to object to transfers of ownership / exclusive licensing of results
According to Annex 5 of the Horizon Europe Model Grant Agreement, IHI JU has a right to object to transfers of ownership or exclusive licensing of results generated within the framework of the action. Beneficiaries that intend to transfer ownership or grant an exclusive license to an affiliated entity outside the project may, in certain circumstances, apply for a waiver to this right to object. This waiver must be submitted following signature of the grant agreement, but before signature of the accession form. Waiver requests should use the template letter below. More information can be found in the IHI Guide for Applicants.
- Horizon Europe Main Work Programme 2023–2024 – 13. General Annexes
- Horizon Europe Programme Guide
- Horizon Europe Framework Programme and Rules for Participation Regulation 2021/695
- Horizon Europe Specific Programme Decision 2021/764
- EU Financial Regulation
- Rules for Legal Entity Validation, LEAR Appointment and Financial Capacity Assessment