Project documents

Key documents for projects' formal reporting requirements and more.

This page contains information for projects funded under the Innovative Health Initiative (IHI) as well as both Innovative Medicines Initiative programmes (IMI1 and IMI2).

Documents for IHI projects

IHI project reporting documents and guidance

Periodic report template

The period report consists of two technical parts (A and B) and a financial part. It must be submitted by the project coordinator within 60 days of the end of each reporting period.

Periodic report template - technical part A
Part A is generated by the IT system in the grant management environment. It consists of structured web forms (e.g. summary for publication, deliverables, milestones, dissemination & exploitation of results, etc.) and can be found in the continuous reporting module of the grant management system. Project beneficiaries can update this information at any time during the project's lifetime.
For more information, see the Horizon Europe Part A template and the instructions on continuous reporting.

Periodic report template - technical part B
Part B follows the Horizon Europe template but is tailored to IHI's specificities. It consists of a narrative description of the work carried out during the reporting period. All project beneficiaries should contribute to Part B in the periodic reporting module of the grant management system. The project coordinator should upload part B as a pdf document, review its contents and submit it to IHI within the deadlines.
View the IHI-specific part B template.

Periodic report - financial part
The financial part of the period report consists of the online financial statements and explanations on the use of resource by project beneficiaries.
Instructions on how to complete the financial part of the periodic report can be found here.

Certificates on the financial statements / contributions (CFS / CCS)
At the end of the project, a certificate needs to be uploaded for project beneficiaries who reach the threshold for the CFS (certificate on the financial statements) or CCS (certificate on the statement of contributions).
Download the model for the CFS (Word).

Deliverable template

  • Deliverable template - pdf | Word

Reporting in-kind contributions to operational activities (IKOP) and financial contributions (FC)

Guidance for IHI private members and contributing partners on when, what and how to report IKOP and FC was presented during a webinar in March 2024.
Download the slides | Watch the recording

Reporting in-kind contributions to additional activities (IKAA)

Guidance for IHI projects on other issues

Guidance to IHI project coordinators regarding Associated Partners 'case b'
This document describes the Associated Partner 'case b' status and guides project coordinators through the steps they need to follow to add an Associated Partner 'case b' to the consortium when preparing the Grant Agreement and amendments.

Grant Agreement and Consortium Agreement 
Links to the latest versions of these documents can be found on the Call documents page.


Documents for IMI2 projects

IMI2 project reporting documents

Need help on IMI2 reporting? Catch up on our webinars:

  • Webinar on the IMI2 financial reporting rules for beneficiaries receiving funding (with a special focus on SMEs): slidesQ&As
  • Webinar on the financial reporting on IMI2 in-kind contributions: slidesrecordingQ&As

IMI2 Model Grant Agreement

The IMI2 JU Model Grant Agreement (MGA) is updated from time to time in line with the wider Horizon 2020 (H2020) MGA. The latest version of the IMI2 MGA can always be found via this link. Links to specific versions, along with the IMI2 Calls they apply to, are given below.

  • Version 5 of November 2017 (applies to IMI2 - Call 13 on)
  • Version 4 of May 2017 (applies to IMI2 - Calls 11 and 12)
  • Version 3 of November 2016 (applies to IMI2 - Call 10)
  • Version 2 of February 2015 (applies to IMI2 - Calls 1 to 9 inclusive)

Generally speaking, changes only apply to new Grant Agreements. However, in certain cases (for example when it is advantageous for beneficiaries), changes can be applied retroactively by projects whose Grant Agreements are based on older versions of the Model Grant Agreement. This document explains this in more detail and summarises what is new in later versions compared to earlier versions, and which changes apply retroactively.

Annotated Model Grant Agreement

The IMI2 Annotated Model Grant Agreement sets out the specific characteristics of the IMI2 public-private partnership, and helps applicants and project participants to understand and interpret the provisions of the IMI2 JU Model Grant Agreement.

Grant agreement amendments

IMI2 Grant Agreement Amendments Guide  - pdf | Word

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 EFPIA shows what a consortium agreement might look like. Consortia may also use alternative templates if they wish.

Other relevant documents for IMI2 projects


Documents for IMI1 projects

IMI1 project reporting documents

IMI1 interim review documents

IMI1 Grant Agreement and Financial Guidelines

Grant Agreement amendments

Certificates on Financial Statements (CFS)

Other relevant documents for IMI1 projects