1 ERDF: European Regional Development Fund - one of the five European Structural and Investment Funds (R&T, SMEs, ICT, energy, etc.).
2 ETC: European Territorial Cooperation goal - provides for joint actions/projects between national, regional and local actors from different Member States.
3 ESF: European Social Fund (jobs, skills, training, …). N.B.: ERDF + ESF are together often referred to simply as «Structural Funds».
4 Financial instruments: loans, guarantees, equity investments («money that has to repaid back by the recipient»: not grants / subsidies).
5 H2020 budget earmarked for SMEs.
6 SME definition: see EC Recommendation (2003/361/EC), 6 May 2003.
7 EIF (European Investment Fund) restricted sectors: "The EIF applies restrictions to ... the financing of the production of and trade in weapons and ammunition of any kind. This restriction does not apply to the extent such activities are part of or accessory to explicit EU policies" (Guidelines on the EIF Restricted Sectors, Board of Directors, 13/07/2010).
8 Innovative entities: see Annex III to EIF Open Call for Expression of Interest to select Financial Intermediaries under InnovFin SME Guarantee facility, “2. Innovation Eligibility Criteria”: pages 9-10.
9 Mid-Caps: 250-3000 employees.
10 EIB (European Investment Bank) excluded activities: "Activities excluded from EIB lending (22 April 2013) - Type of activities: 1) Ammunition and weapons, military/police equipment or infrastructure. Comments/Clarifications: includes explosives and sporting weapons”.
11 This is meant to be limited to a purely EDA perspective.
12 Dual-use items: dual-use technologies, products, services, mainly national / regional (but still "ETC goal" for purely cross-border / transnational).
13 Not start-ups.
14 «Equity window» is only for SME startup phase.
15 Calls for proposals are all expected to be time-limited, unless specified.
16 Demand-driven: “first-come, first-served” basis.
17 Agencies in Member States, mainly at national/regional level.
18 Financial intermediaries: banks, leasing companies, mutual guarantee schemes/societies, as selected by EIF (information on EU single portal on Access to Finance).
19 EASME: the Executive Agency for Small and Medium-sized Enterprises set-up by the European Commission to manage on its behalf several EU programmes.
20 Joint Undertakings (JU) organise their own research agenda and award funding for projects on the basis of open calls (for more information see Partnerships with Industry and Member States).
21 “SME Instrument”: for each phase (1 or 2), EU grant do not cover more than 70% of total cost of the project.
22 Case has to be made for overall entity financial viability.
23 For EC, executive agencies and JU calls.
24 Case has to be made for the financial viability of the overall entity.