1 Introduction
2 EU-funding Programs and Projects
3 Overview
4 Governance and Project Organisation
5 Initiating Phase – Activities and Artefacts
6 Planning Phase – Activities and Artefacts
7 Executing Phase – Activities and Artefacts
8 Closing Phase – Activities and Artefacts
Post-closing obligations
9 Monitoring and Control – Activities and Artefacts
Appendixes
The Preparing stage begins after the positive financing decision by the Contracting Authority (CA) which can take several months from the date of submission of the Project Application Formfinancing decision by the Contracting Authority (CA) which can take several months from the date of submission of the Project Application Form. The purpose of this stage is to prepare for the effective and efficient management and implementation of all the project activities. During this stage the Grant Contract and the Partnership agreement will be signed, the Project Handbook will be elaborated, the Project Work Plan will be further developed, and all project plans will be prepared and baselined.
If the Project Application Form is rejected and the financing decision is negative, the EU Project Manager (EUPM) should then proceed to the Closing Phase (see ) for a review and analysis that may provide insight and recommendations for future successful participation in calls for proposals.
Fig. 6.2.- EUPM2 Guide Preparing Stage activities and main outputs
Key artefacts
| Artefact | Description |
|---|---|
| Grant Agreement | The Grant Agreement is a written document reflecting the terms and conditions of the awarded grant for the implementation of the project. The structure and content of the Grant Agreement may vary based on the different EU funding Programmes. The document is provided by the Contracting Authority (CA). |
| Partnership Agreement | The Partnership Agreement is an internal consortium document describing the duties and obligations of the consortium partners for the implementation of the project. EUPM² Guide provides a template for the Partnership Agreement |
| Project Handbook | The Project Handbook summarises the project objectives and documents the selected approach for achieving the project goals. It also documents the project governance roles and their responsibilities and defines the plans necessary for managing the project as well as any methodology-tailoring decisions. EUPM² Guide provides a template for the Project Handbook. |
| Management Plans | These plans define the various processes to be used (e.g., for Risk Management). EUPM² Guide provides Management Plan templates along with guidelines on how to tailor and customise them to the project’s context and needs. |
| Project Plans (specific) | These plans are specific to the project (e.g., the Project Work Plan) and are built according to the project needs and the team’s analysis and experience. EUPM² Guide provides templates and guidelines for these plans. |
Fig. 8.4.- Preparing Stage key activities and artefacts