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Frequently Asked Questions (FAQ) - General rules and conditions
To be eligible as a coordinator , or getting financial support in some conditions, a company needs to have its financial viability checked The Commission provides this user-friendly electronic tool for applicants so that they could simulate the financial viability check of their organisation for their own information. The tool uses the ratios described in the "Rules on verification of existence, legal status, operational and financial capacity". It is available on "Partcipant Portal" at http://ec.europa.eu/research/participants/portal/desktop/en/organisations/lfv.html
As you posted your question in Fit for Health website you might be particularly interested in the rules in the Health topic in which the US have a special status. Due to a bilateral agreement US partners are having automated access to funding from H2020. It is important to understand that this only applies to the topic 'Health'.
You can find this in the footnote 29 on page 73 of the Health Work Programme: 'In recognition of the opening of the US National Institutes of Health’s programmes to European researchers, any legal entity established in the United States of America is eligible to receive Union funding to support its participation in projects supported under all topics in calls under the Societal Challenge ‘Health, demographic change and well-being’.
Only exception is PHC12 (SME Instrument) in which appicants have to be established in a MS or AC (whether subcontracting to a US partner is possible is not specified so I would contact the programme officers about this.)
For all other topics in H2020 , If a grant applicant can convincingly demonstrate that without the participation of a US partner the objectives or impact of the proposal cannot be achieved, the EC can allow the US partner to access funding. But the case has to be really convincing. If you have a US partner who has a specific expertise, a patent, market access or anything that cannot be found within the EU then you may have such a case. What you should definitely avoid is to make the impression that you look for EU funding for research activities and that a significant part of the exploitation or market uptake (hence a large part of the expected turnover) will be generated in the US.
However, if the US partner for example allows a European SME to access the US market, this would be a pro for adding a US partner.
In any case, if you are planning to involve a US partner we strongly recommend to contact the assigned project officer or at least your NCP to get a better idea about the official take on things
You can find a list hereunder, describing the various instruments in Horizon 2020 and the according eligibility conditions
|Research & innovation action||Three legal entities. Each of the three shall be established in a different Member State or associated country. All three legal entities shall be independent of each other.|
|Innovation action||Three legal entities. Each of the three shall be established in a different Member State or associated country. All three legal entities shall be independent of each other|
|Coordination & support action||One legal entity established in a Member State or associated country.|
One for-profit SME. Only applications from SMEs established in EU Member States or countries associated to Horizon 2020;No concurrent submission or implementation with another phase 1 or phase 2 project.
Three legal entities. Each of the three shall be established in a different Member State or associated country. All three legal entities shall be independent of each other.Participants in ERA-NET Cofund actions must be research funders: legal entities owning or managing public research and innovation programmes
|Pre-commercial procurement (PCP) Cofund & Public procurement of Innovative solutions (PPI) Cofund||
Three legal entities. Each of the three shall be established in a different Member State or associated country. All three legal entities shall be independent of each other.A minimum of two independent legal entities which are public procurers from two different Member States or associated countries.
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