Horizon 2020: Glossary of Terms

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  1. Academic sector

    Consists of public or private higher education establishments awarding academic degrees, public or private non-profit research organisations whose primary mission is to pursue research and international European interest organisations as they are defined in Article 2 of the Horizon 2020 Rules for Participation.

  2. Associated country

    A third country which is party to an international agreement with the European Union. Examples for Horizon2020 include Israel and Norway.

  3. Beneficiary

    The legal person, other than the European Commission, who is a Party in the Grant Agreement.

  4. Call for proposals

    Procedure to invite applicants to submit project proposals with the objective of receiving funds from the European Union.

  5. Code of Conduct for the Recruitment of Researchers

    A set of general principles and requirements that should be followed by employers and/or funders when appointing or recruiting researchers. These should ensure observance of values such as transparency of the recruitment process and equal treatment of all applicants, in particular with regard to the development of an attractive, open and sustainable European labour market for researchers.

  6. Consortium Agreement

    Is an internal agreement between members of a consortium establishing their rights and obligations with respect to the implementation of the action in compliance with the grant agreement.

  7. Contractor

    Contractor means a natural or legal person with whom a procurement contract has been concluded.

  8. Coordination and Support Action

    An action consisting primarily of accompanying measures such as standardisation, dissemination, awareness raising and communication, networking, coordination or support services, policy dialogues and mutual learning exercises and studies, including design studies for new infrastructure and may also include complementary activities of networking and coordination between programmes in different countries.

  9. Coordinator

    The coordinator of a consortium who submits the project in the name of the consortium. In case of successful application it participates in the grant preparation in the name of the consortium and during the project period keeps contact with the European Commission in the name of the consortium.

  10. Country correction coefficient

    EU Funding in Horizon 2020 Marie Sklodowska-Curie Actions (MSC) is based on unit costs per researcher month. In MSC Innovative Training Networks (ITN) and MSC Individual Fellowships (IF) actions, Country Correction Coefficients are applied to the \"Living allowance\" unit cost in order to take into consideration the different cost of living. The applied correction coefficient is the one of the host country where the research work is carried out.

  11. Data Management Plan (DMP)

    A document outlining how the research data collected or generated by a research project in Horizon 2020 will be handled during and after project end. It describes what data will be collected / generated, what methodology and standards are used, whether and how this data will be shared and/or made open, and how it will be curated and preserved (for more details please refer to the Guidelines on Data Management in Horizon 2020 on the Participant Portal at: http://ec.europa.eu/research/participants/data/ref/h2020/grants_manual/hi/oa_pilot/h2020-hi-oa-data-mgt_en.pdf).

  12. ERC Executive Agency

    The administrative organ of the European Research Council (ERC), which is responsible for all aspects of administrative implementation and execution of ERC programmes. This executive agency manages the awards of ERC grants.

  13. ERC Scientific Council

    One of the components of the European Research Council who is responsible for the scientific strategy for the ERC.

  14. ERC Scientific Council Member

    The members of Scientific Council are scientists, engineers and scholars of the highest repute and appropriate expertise, ensuring the diversity of research areas and acting in their personal capacity, independent of extraneous interests. They are appointed by the European Commission.

  15. Electronic Submission

    Project proposals for Horizon 2020 calls are prepared and submitted electronically via the Participant Portal by the coordinator of the project consortium. The electronic submission service is accessed by selecting an open topic in the Participant Portal call service at http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/search/search_topics.html.

  16. Eligibility criteria

    Criteria used to determine whether a proposal meets the requirements to become eligible for European Union grant.

  17. Ethics Appraisal

    Following the evaluation of the research content, the Commission undertakes an ethics review of proposals that are in line for funding and raise ethical issues.

  18. European Charter for Researchers

    A set of general principles and requirements which specifies the roles, responsibilities and entitlements of researchers as well as of employers and/or funders of researchers. It aims at ensuring that the nature of the relationship between researchers and employers or funders is conducive to successful performance in generating, transferring, sharing and disseminating knowledge and technological development, and to the career development of researchers.

  19. European Fellowships

    Type of an MSC IF held in Member States or Associated Countries and open to researchers coming from within and outside Europe. The researcher must comply with the rules of mobility in the country where the European Fellowship is held.

  20. European Industrial Doctorates

    Type of an MSC ITN partnership. It is composed by at least two beneficiaries located in different Member States or Associated Countries, of which one must be entitled to award doctoral degrees and one must come from the non-academic sector, primarily enterprises. Above this minimum, the participation of institutions from any country or organisation is possible under the conditions provided by the Horizon 2020 Rules for Participation. In EID the enrolment in the doctoral programme and a creation of joint governance structure with joint admission, selection, supervision, monitoring and assessment procedures is obligatory. In this programme, the early-stage researchers will spend at least 50% of their time in the non-academic sector.

  21. European Joint Doctorates

    Type of an MSC ITN partnership. It is composed by at least three beneficiaries each entitled to award doctoral degrees located in different Member States or Associated Countries. Above this minimum, the participation of institutions from any country or organisation is possible under the conditions provided by the Horizon 2020 Rules for Participation. In EJD the enrolment in the doctoral programme and a creation of joint governance structure with joint admission, selection, supervision, monitoring and assessment procedures is obligatory. In this programme, the enrolment of early-stage researchers will result in the award of joint, double or multiple doctoral degrees.

  22. European Research Area

    The European Union has the objective of strengthening its scientific and technological bases by achieving ERA in which researchers, scientific knowledge and technology circulate freely, and which encourages the European Union to become more competitive, including in its industry.

  23. European Research Council

    The first European Union funding body set up to support investigator-driven frontier research. Its main aim is to stimulate scientific excellence by supporting and encouraging the scientists, scholars and engineers in their research.

  24. European Training Networks

    Type of an MSC ITN partnership. It is composed by at least three beneficiaries located in different Member States or Associated Countries. Above this minimum, the participation of institutions from any country or organisation is possible under the conditions provided by the Horizon 2020 Rules for Participation. In ETN early-stage researchers may benefit from a period of training from 3 months to 3 years, or enrol in a full doctorate programme (up to 3 years) if one of the beneficiaries is entitled to award doctoral degrees and the network foresees such a possibility.

  25. Evaluation score

    Proposals for projects to be funded in Horizon 2020 are evaluated on the basis of selection criteria (financial and operational capacity) and award criteria (excellence, impact, efficiency of implementation). Unless otherwise specified in the conditions of the call for proposals, each of the award criteria is scored between 0 and 5. The total score is calculated as a weighted sum of the scores for each criterion. The default is equal weight for all criteria. For Innovation Actions and the SME Instrument the impact criterion is given a weight of 1.5 to determine the ranking. Other weightings may be specified in the conditions of the call for proposals.

  26. Evaluation threshold

    These are the minimum evaluation scores that a Horizon 2020 project proposal must receive in order to be ranked. The default thresholds are a score of least 3 out of 5 for each individual criterion and a score of at least 10 out of 15 for the sum of the individual scores. The thresholds are applied to unweighted scores. Different thresholds may be specified in the conditions of the call for proposals. Proposals scoring below any of the thresholds will be rejected.

  27. Financial Signatory

    A role in the Participant Portal giving particular access rights for the paperless management of Horizon 2020 grants. Finacial Signatories (FSIGNs) are persons in a beneficiary organisation authorised to (electronically) sign financial statements for EU grants. FSIGNs are nominated in the Participant Portal by the Legal Entity Appointed Representative (LEAR) of the organisation. For more information on roles and access rights in the Participant Portal, see http://ec.europa.eu/research/participants/docs/h2020-funding-guide/user-account-and-roles/my-area_en.htm

  28. Global Fellowships

    Type of an MSC IF based on a secondment to a third country and a mandatory 12 month return period to a European beneficiary. The researcher must comply with the rules of mobility in the country where the Global Fellowship secondment takes place, and not in the country of the return phase. GF are open to nationals or long-term residents of Member States and Associated Countries.

  29. Grant Agreement

    A contract concluded between the European Commission (representing the European Union) and the beneficiary (or beneficiaries) under which the parties receive the rights and obligations (e.g. the right of the Union's financial contribution and the obligation to carry out the research and development work). It consists of the basic text and annexes.

  30. Horizon 2020

    It refers to the EU funding programme for Research and Innovation in the period 2014-2020. It covers the funding previously provided through the (seventh) Framework Programme for Research and Technical Development (FP7), the Competitiveness and Innovation Framework Programme (CIP) and the European Institute of Innovation and Technology (EIT).

  31. Host institution

    The applicant legal entity that engages and hosts the Principal Investigator. It is established in a Member State or an Associated Country.

  32. Individual Evaluation Report

    Outcome of the individual evaluation process which includes a minimum of three experts At the end of the process, each expert should produce for each proposal an Individual Evaluation Report with justification for all scores.

  33. Individual Fellowships

    MSC action enhancing the creative and innovative potential of experienced researchers wishing to diversify their individual competence through advanced training, international and intersectoral mobility. This action provides opportunities to acquire new knowledge and to work on research projects in a European context (Member States and Associated Countries) or outside Europe. It develops or helps to restart the careers of individual researchers that show great potential, considering their experience. It also particularly supports the reintegration of researchers currently outside Europe who have previously worked here.

  34. Innovation action

    An action primarily consisting of activities directly aiming at producing plans and arrangements or designs for new, altered or improved products, processes or services. For this purpose they may include prototyping, testing, demonstrating, piloting, large-scale product validation and market replication.

  35. Innovative Training Networks (ITN)

    MSC action aiming at training of a new generation of creative, entrepreneurial and innovative early-stage researchers, able to face current and future challenges and to convert knowledge and ideas into products and services for economic and social benefit. In order to increase the employability of the researchers, the research training will be complemented by meaningful exposure of each researcher to other sectors and by substantial training modules addressing key transferable skills common to all fields (e.g. entrepreneurship, management and financing of research activities and programmes, management of intellectual property rights, other exploitation methods of research results, ethical aspects, communication, standardisation and societal outreach). The training will follow the EU Principles for Innovative Doctoral Training.

  36. Legal Entity Appointed Representative

    A person appointed by the legal representative of a legal entity participating in EU funding programmes. The LEAR is usually an administrative staff member of the central administrative department of the organisation. The LEAR provides the Commission with up-to-date legal and financial data, including the persons in the organisation authorised to sign grant agreements (LSIGNs) and financial statements(FSIGNs) and commits to maintain the information up-to-date, enabling future use for grants and other transactions between the entity and the Commission research (and other) programmes. The LEAR can delegate some of his/her tasks to Account Administrators. More details on the role and tasks of LEARs can be found at: http://ec.europa.eu/research/participants/docs/h2020-funding-guide/grants/applying-for-funding/register-an-organisation/lear-appointment_en.htm

  37. Marie Sklodowska-Curie actions

    Part of the first priority of H2020 ("Excellent science"), it is a programme that provides excellent and innovative research training as well as attractive career and knowledge-exchange opportunities through cross-border and cross-sector mobility of researchers to best prepare them to face current and future societal challenges.

  38. Member state

    A state that is party to treaties of the European Union and thereby subject to the privileges and obligations of European Union membership.

  39. Model grant agreement

    The compulsory form of a grant agreement. It consists of a core text (determining the basics of a project) and several annexes.

  40. National Contact Point

    A person or organisation under the responsibility of a national administration, providing support and guidance to applicants and beneficiaries in Horizon 2020. The database of NCPs is accessible at: http://ec.europa.eu/research/participants/portal/desktop/en/support/national_contact_points.html

  41. Open Access (OA)

    The practice of providing on-line access to scientific information that is free of charge to the reader. In the context of Research and Innovation, open access typically focuses on access to 'scientific information', which refers to two main categories: peer-reviewed scientific research articles (published in academic journals) and scientific research data (data underlying publications and/or raw data).

  42. Panel Report

    Includes lists and scores of all evaluated proposals in an indicative budget line for Commission records.

  43. Participant Identification Code

    A 9-digit number serving as a unique identifier for organisations (legal entities) participating in EU funding programmes. A search tool for organisations and their PICs is available at: http://ec.europa.eu/research/participants/portal/desktop/en/organisations/register.html

  44. Participant Portal

    It is the single online gateway for applicants and beneficiaries in Horizon 2020, for identifying funding opportunities, accessing documents and guidance, submitting proposals and forthe paperless management of grants and expert contracts. See http://ec.europa.eu/research/participants/portal.

  45. Principal Investigator

    The individual researcher that may assemble a team to carry out the project under his/her scientific guidance.

  46. Research Executive Agency

    A funding body created by the European Commission to foster excellence in research and innovation. As of 1 January 2014 in the framework of H2020 the REA has been entrusted with the implementation of parts of Excellence Science, Industrial leadership, Societal challenges, Spreading excellence and widening participation and Science with and for Society plus the implementation of the legacy of parts of FP7 (People, Research for SMEs and for SMEs associations, Space and Security).

  47. Research and Innovation Action

    Action primarily consisting of activities aiming to establish new knowledge and/or to explore the feasibility of a new or improved technology, product, process, service or solution. For this purpose they may include basic and applied research, technology development and integration, testing and validation on a small-scale prototype in a laboratory or simulated environment. Projects may contain closely connected but limited demonstration or pilot activities aiming to show technical feasibility in a near to operational environment.

  48. Reserve list

    Due to budgetary constraints it may not be possible to support all proposals that have been evaluated positively. In such conditions, proposals on a reserve list will only be financed if funds become available.

  49. Small or Medium-Sized Enterprise (SME)

    A micro, small or medium-sized enterprise within the meaning of Recommendation 2003/361/EC. Necessary (but not sufficient) conditions for being an SME are a number of employees smaller than 250 and an annual turnover not exceeding €50 million, and/or an annual balance sheet total not exceeding €43 million. These ceilings apply to the figures for individual firms only. A firm which is part of larger grouping may need to include employee/turnover/balance sheet data from that grouping too. More details are explained at http://ec.europa.eu/enterprise/policies/sme/files/sme_definition/sme_user_guide_en.pdf.

  50. Third Country

    A state that is not a member state of the EU.

  51. Two-stage call

    The proposal coordinator submits a short proposal that is evaluated; successful proposals are invited to submit a full proposal. The evaluation of this full proposal leads to an ordered list to be forwarded to the Commission for ranking selection.

  52. Work Plan

    The document similar to the European Commission work programme adopted by funding bodies entrusted with part of the implementation of Horizon 2020 in accordance with Article 9(2) of Regulation (EU) No 1290/2013 [Horizon 2020].

  53. Work Programme

    The document adopted by the European Commission for the implementation of the specific programme in accordance with Article 5 of Council Decision (2013/743/EU) [H2020 Specific programme].