Project reporting documents

IMI2 project reporting documents

• Periodic report template (part B) - pdf | Word
• Deliverable template - pdf | Word
• Horizon 2020 data management plan (DMP) template (annotated version for the use of participants under Societal Challenge 1)
• Model for the CFS-Certificate on the financial statements (Annex 5) - Word
• EFPIA and Associated Partners’ annual financial reporting:
   - IMI2 guidelines for reporting in kind and financial contributions by Members other than the Union and Associated Partners
   - Terms of reference for certification by independent external auditors of in-kind contributions - pdf | Word

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): slides – Q&As
• Webinar on the financial reporting on IMI2 in-kind contributions: slides – recording – Q&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

• Summary of the most relevant provisions for participating in IMI2 projects
• Checklist for assessing the eligibility for IMI2 funding for companies with an annual turnover of EUR 500 million or less - pdf | Word