Grandileping

Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

EUROPEAN HEALTH AND DIGITAL EXECUTIVE AGENCY (HADEA)

Director

GRANT AGREEMENT

Project 101162928 — MENTOR

PREAMBLE

This Agreement (‘the Agreement’) is between the following parties:

on the one part,

the European Health and Digital Executive Agency (HADEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’),

and

on the other part,

1. ‘the coordinator’:

VALSTS SIA RIGAS PSIHIATRIJAS UN NARKOLOGIJAS CENTRS (RPNC), PIC 881163036, established in TVAIKA STR 2, RIGA 1005, Latvia,

and the following other beneficiaries, if they sign their ‘accession form’ (see Annex 3 and Article 40):

2. ORGANISMOS KRATIKON YPIRESION YGEIAS (SHSO-MHS), PIC 891074787, established in PRODROMOU 1 AND CHILONOS 17, NICOSIA 1448, Cyprus,

3. REGION SYDDANMARK (RSD), PIC 999602073, established in DAMHAVEN 12, VEJLE 7100, Denmark,

4. SOTSIAALMINISTEERIUM (MOSA), PIC 998429731, established in Suur-Ameerika 1, TALLINN 10122, Estonia,

5. TERVEYDEN JA HYVINVOINNIN LAITOS (THL), PIC 996697893, established in MANNERHEIMINTIE 166, HELSINKI 00271, Finland,

6. MINISTERE DE LA SANTE ET DE LA PREVENTION (FR-MOH), PIC 998887377, established in AVENUE DUQUESNE 14, PARIS CEDEX 75350, France,

7. BUNDESZENTRALE FUR GESUNDHEITLICHE AUFKLARUNG (BzGA), PIC 998190723, established in MAARWEG 149-161, KOLN 50825, Germany,

8. NEMZETI NEPEGESZSEGUGYI ES GYOGYSZERESZETI KOZPONT (NNGYK), PIC 998706957, established in ALBERT FLORIAN UT 2-6, BUDAPEST 1097, Hungary,

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Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

9. LANDLAEKNIS EMBAETTID (DOHI), PIC 955430213, established in KATRINARTUNI 2, REYKJAVIK 105, Iceland,

10. ISTITUTO SUPERIORE DI SANITA (ISS), PIC 999978821, established in Viale Regina Elena 299, ROMA 00161, Italy,

11. LIETUVOS RESPUBLIKOS SVEIKATOS APSAUGOS MINISTERIJA (SAM LT), PIC 933839468, established in VILNIAUS G 33, VILNIUS LT 01506, Lithuania,

12. RIJKSINSTITUUT VOOR VOLKSGEZONDHEID EN MILIEU (RIVM), PIC 999991431, established in Antonie Van Leeuwenhoeklaan 9, BILTHOVEN 3721 MA, Netherlands,

13. FOLKEHELSEINSTITUTTET (NIPH), PIC 999478883, established in LOVISENBERGGATA 8, OSLO 0456, Norway,

14. NARODOWY FUNDUSZ ZDROWIA (NHF), PIC 998161332, established in UL.RAKOWIECKA 26/30, WARSZAWA 02-528, Poland,

15. CENTRUL NATIONAL DE SANATATE MINTALA SI LUPTA ANTODROG (NCMHFAD), PIC 933059685, established in PITAR MOS 7 15 SECTOR 1, BUCURESTI 010451, Romania,

16. NACIONALNI INSTITUT ZA JAVNO ZDRAVJE (NIJZ), PIC 948891346, established in TRUBARJEVA CESTA 2, LJUBLJANA 1000, Slovenia,

17. ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD- BIOSISTEMAK (BIOSISTEMAK), PIC 955006420, established in RONDA DE AZKUE 1 TORRE DEL BILBAO EXHIBITION CENTRE, BARAKALDO 48902, Spain,

18. FOLKHALSOMYNDIGHETEN (PHAS), PIC 949789954, established in NOBELS VAG 18, SOLNA 171 82, Sweden,

19. STATE INSTITUTION PUBLIC HEALTH CENTER OF THE MINISTRY OF HEALTH OF UKRAINE (PHC), PIC 906650465, established in 41 YAROSLAVSKA STR, KYIV 04071, Ukraine,

Unless otherwise specified, references to ‘beneficiary’ or ‘beneficiaries’ include the coordinator and affiliated entities (if any).

If only one beneficiary signs the grant agreement (‘mono-beneficiary grant’), all provisions referring to the ‘coordinator’ or the ‘beneficiaries’ will be considered — mutatis mutandis — as referring to the beneficiary.

The parties referred to above have agreed to enter into the Agreement.

By signing the Agreement and the accession forms, the beneficiaries accept the grant and agree to implement the action under their own responsibility and in accordance with the Agreement, with all the obligations and terms and conditions it sets out.

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Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

The Agreement is composed of:

Preamble

Terms and Conditions (including Data Sheet)

Annex 1 Description of the action1

Annex 2 Estimated budget for the action

Annex 2a Additional information on unit costs and contributions (if applicable)

Annex 3 Accession forms (if applicable)2

Annex 3a Declaration on joint and several liability of affiliated entities (if applicable)3

Annex 4 Model for the financial statements

Annex 5 Specific rules (if applicable)

1 Template published on Portal Reference Documents. 2 Template published on Portal Reference Documents. 3 Template published on Portal Reference Documents.

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Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

TERMS AND CONDITIONS

TABLE OF CONTENTS

GRANT AGREEMENT.................................................................................................................................................... 1

PREAMBLE........................................................................................................................................................................1

TERMS AND CONDITIONS...........................................................................................................................................4

DATASHEET...................................................................................................................................................................... 9

CHAPTER 1 GENERAL..............................................................................................................................................16

ARTICLE 1 — SUBJECT OF THE AGREEMENT ..................................................................................... 16

ARTICLE 2 — DEFINITIONS........................................................................................................................16

CHAPTER 2 ACTION................................................................................................................................................. 17

ARTICLE 3 — ACTION................................................................................................................................. 17

ARTICLE 4 — DURATION AND STARTING DATE...................................................................................17

CHAPTER 3 GRANT...................................................................................................................................................17

ARTICLE 5 — GRANT...................................................................................................................................17

5.1 Form of grant......................................................................................................................................17

5.2 Maximum grant amount..................................................................................................................... 18

5.3 Funding rate........................................................................................................................................18

5.4 Estimated budget, budget categories and forms of funding.............................................................. 18

5.5 Budget flexibility................................................................................................................................18

ARTICLE 6 — ELIGIBLE AND INELIGIBLE COSTS AND CONTRIBUTIONS......................................19

6.1 General eligibility conditions............................................................................................................. 19

6.2 Specific eligibility conditions for each budget category................................................................... 20

6.3 Ineligible costs and contributions...................................................................................................... 24

6.4 Consequences of non-compliance...................................................................................................... 25

CHAPTER 4 GRANT IMPLEMENTATION............................................................................................................ 25

SECTION 1 CONSORTIUM: BENEFICIARIES, AFFILIATED ENTITIES AND OTHER PARTICIPANTS........................................................................................................................................ 25

ARTICLE 7 — BENEFICIARIES................................................................................................................... 25

ARTICLE 8 — AFFILIATED ENTITIES....................................................................................................... 27

ARTICLE 9 — OTHER PARTICIPANTS INVOLVED IN THE ACTION................................................... 29

9.1 Associated partners.............................................................................................................................29

9.2 Third parties giving in-kind contributions to the action.................................................................... 30

9.3 Subcontractors.....................................................................................................................................30

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Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

9.4 Recipients of financial support to third parties..................................................................................30

ARTICLE 10 — PARTICIPANTS WITH SPECIAL STATUS....................................................................... 30

10.1 Non-EU participants......................................................................................................................... 30

10.2 Participants which are international organisations...........................................................................31

10.3 Pillar-assessed participants............................................................................................................... 31

SECTION 2 RULES FOR CARRYING OUT THE ACTION...........................................................................33

ARTICLE 11 — PROPER IMPLEMENTATION OF THE ACTION............................................................ 33

11.1 Obligation to properly implement the action................................................................................... 34

11.2 Consequences of non-compliance.................................................................................................... 34

ARTICLE 12 — CONFLICT OF INTERESTS.............................................................................................. 34

12.1 Conflict of interests.......................................................................................................................... 34

12.2 Consequences of non-compliance.................................................................................................... 34

ARTICLE 13 — CONFIDENTIALITY AND SECURITY............................................................................ 34

13.1 Sensitive information........................................................................................................................34

13.2 Classified information...................................................................................................................... 35

13.3 Consequences of non-compliance.................................................................................................... 35

ARTICLE 14 — ETHICS AND VALUES...................................................................................................... 35

14.1 Ethics.................................................................................................................................................35

14.2 Values................................................................................................................................................36

14.3 Consequences of non-compliance.................................................................................................... 36

ARTICLE 15 — DATA PROTECTION.......................................................................................................... 36

15.1 Data processing by the granting authority....................................................................................... 36

15.2 Data processing by the beneficiaries............................................................................................... 36

15.3 Consequences of non-compliance.................................................................................................... 37

ARTICLE 16 — INTELLECTUAL PROPERTY RIGHTS (IPR) — BACKGROUND AND RESULTS — ACCESS RIGHTS AND RIGHTS OF USE................................................................................ 37

16.1 Background and access rights to background..................................................................................37

16.2 Ownership of results.........................................................................................................................37

16.3 Rights of use of the granting authority on materials, documents and information received for policy, information, communication, dissemination and publicity purposes...................................37

16.4 Specific rules on IPR, results and background................................................................................38

16.5 Consequences of non-compliance.................................................................................................... 39

ARTICLE 17 — COMMUNICATION, DISSEMINATION AND VISIBILITY............................................ 39

17.1 Communication — Dissemination — Promoting the action........................................................... 39

17.2 Visibility — European flag and funding statement......................................................................... 39

17.3 Quality of information — Disclaimer..............................................................................................40

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Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

17.4 Specific communication, dissemination and visibility rules............................................................40

17.5 Consequences of non-compliance.................................................................................................... 40

ARTICLE 18 — SPECIFIC RULES FOR CARRYING OUT THE ACTION............................................... 40

18.1 Specific rules for carrying out the action........................................................................................ 40

18.2 Consequences of non-compliance.................................................................................................... 40

SECTION 3 GRANT ADMINISTRATION......................................................................................................... 40

ARTICLE 19 — GENERAL INFORMATION OBLIGATIONS....................................................................40

19.1 Information requests......................................................................................................................... 40

19.2 Participant Register data updates..................................................................................................... 41

19.3 Information about events and circumstances which impact the action............................................41

19.4 Consequences of non-compliance.................................................................................................... 41

ARTICLE 20 — RECORD-KEEPING............................................................................................................ 41

20.1 Keeping records and supporting documents.................................................................................... 41

20.2 Consequences of non-compliance.................................................................................................... 42

ARTICLE 21 — REPORTING........................................................................................................................ 43

21.1 Continuous reporting........................................................................................................................ 43

21.2 Periodic reporting: Technical reports and financial statements....................................................... 43

21.3 Currency for financial statements and conversion into euros..........................................................44

21.4 Reporting language...........................................................................................................................44

21.5 Consequences of non-compliance.................................................................................................... 44

ARTICLE 22 — PAYMENTS AND RECOVERIES — CALCULATION OF AMOUNTS DUE................. 44

22.1 Payments and payment arrangements.............................................................................................. 44

22.2 Recoveries.........................................................................................................................................45

22.3 Amounts due.....................................................................................................................................45

22.4 Enforced recovery.............................................................................................................................50

22.5 Consequences of non-compliance.................................................................................................... 51

ARTICLE 23 — GUARANTEES....................................................................................................................51

23.1 Prefinancing guarantee..................................................................................................................... 51

23.2 Consequences of non-compliance.................................................................................................... 52

ARTICLE 24 — CERTIFICATES................................................................................................................... 52

24.1 Operational verification report (OVR).............................................................................................52

24.2 Certificate on the financial statements (CFS).................................................................................. 52

24.3 Certificate on the compliance of usual cost accounting practices (CoMUC).................................. 52

24.4 Systems and process audit (SPA).....................................................................................................53

24.5 Consequences of non-compliance.................................................................................................... 53

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Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

ARTICLE 25 — CHECKS, REVIEWS, AUDITS AND INVESTIGATIONS — EXTENSION OF FINDINGS..................................................................................................................................... 53

25.1 Granting authority checks, reviews and audits................................................................................ 53

25.2 European Commission checks, reviews and audits in grants of other granting authorities..............54

25.3 Access to records for assessing simplified forms of funding.......................................................... 55

25.4 OLAF, EPPO and ECA audits and investigations........................................................................... 55

25.5 Consequences of checks, reviews, audits and investigations — Extension of results of reviews, audits or investigations.................................................................................................................... 55

25.6 Consequences of non-compliance.................................................................................................... 56

ARTICLE 26 — IMPACT EVALUATIONS................................................................................................... 57

26.1 Impact evaluation............................................................................................................................. 57

26.2 Consequences of non-compliance.................................................................................................... 57

CHAPTER 5 CONSEQUENCES OF NON-COMPLIANCE.................................................................................. 57

SECTION 1 REJECTIONS AND GRANT REDUCTION.................................................................................57

ARTICLE 27 — REJECTION OF COSTS AND CONTRIBUTIONS...........................................................57

27.1 Conditions......................................................................................................................................... 57

27.2 Procedure.......................................................................................................................................... 57

27.3 Effects............................................................................................................................................... 57

ARTICLE 28 — GRANT REDUCTION........................................................................................................ 58

28.1 Conditions......................................................................................................................................... 58

28.2 Procedure.......................................................................................................................................... 58

28.3 Effects............................................................................................................................................... 58

SECTION 2 SUSPENSION AND TERMINATION............................................................................................58

ARTICLE 29 — PAYMENT DEADLINE SUSPENSION............................................................................. 58

29.1 Conditions......................................................................................................................................... 58

29.2 Procedure.......................................................................................................................................... 59

ARTICLE 30 — PAYMENT SUSPENSION...................................................................................................59

30.1 Conditions......................................................................................................................................... 59

30.2 Procedure.......................................................................................................................................... 60

ARTICLE 31 — GRANT AGREEMENT SUSPENSION..............................................................................60

31.1 Consortium-requested GA suspension............................................................................................. 60

31.2 EU-initiated GA suspension.............................................................................................................61

ARTICLE 32 — GRANT AGREEMENT OR BENEFICIARY TERMINATION......................................... 62

32.1 Consortium-requested GA termination............................................................................................ 62

32.2 Consortium-requested beneficiary termination................................................................................ 63

32.3 EU-initiated GA or beneficiary termination.................................................................................... 64

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Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

SECTION 3 OTHER CONSEQUENCES: DAMAGES AND ADMINISTRATIVE SANCTIONS............... 67

ARTICLE 33 — DAMAGES...........................................................................................................................67

33.1 Liability of the granting authority....................................................................................................67

33.2 Liability of the beneficiaries............................................................................................................ 68

ARTICLE 34 — ADMINISTRATIVE SANCTIONS AND OTHER MEASURES....................................... 68

SECTION 4 FORCE MAJEURE.......................................................................................................................... 68

ARTICLE 35 — FORCE MAJEURE..............................................................................................................68

CHAPTER 6 FINAL PROVISIONS...........................................................................................................................68

ARTICLE 36 — COMMUNICATION BETWEEN THE PARTIES...............................................................68

36.1 Forms and means of communication — Electronic management................................................... 68

36.2 Date of communication.................................................................................................................... 69

36.3 Addresses for communication.......................................................................................................... 69

ARTICLE 37 — INTERPRETATION OF THE AGREEMENT.....................................................................69

ARTICLE 38 — CALCULATION OF PERIODS AND DEADLINES..........................................................70

ARTICLE 39 — AMENDMENTS.................................................................................................................. 70

39.1 Conditions......................................................................................................................................... 70

39.2 Procedure.......................................................................................................................................... 70

ARTICLE 40 — ACCESSION AND ADDITION OF NEW BENEFICIARIES........................................... 71

40.1 Accession of the beneficiaries mentioned in the Preamble............................................................. 71

40.2 Addition of new beneficiaries.......................................................................................................... 71

ARTICLE 41 — TRANSFER OF THE AGREEMENT................................................................................. 71

ARTICLE 42 — ASSIGNMENTS OF CLAIMS FOR PAYMENT AGAINST THE GRANTING AUTHORITY.................................................................................................................................71

ARTICLE 43 — APPLICABLE LAW AND SETTLEMENT OF DISPUTES.............................................. 72

43.1 Applicable law..................................................................................................................................72

43.2 Dispute settlement............................................................................................................................ 72

ARTICLE 44 — ENTRY INTO FORCE.........................................................................................................72

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Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

DATA SHEET

1.  General data

Project summary:

Project summary

Following the EU Communication on a Comprehensive Approach to mental health, MENTOR contributes to reduce the burden of mental ill-health and promote good mental health and well-being, planning activities addressed both to the general population and to people suffering from mental issues to have an impact at the policy and practice level in Europe in several ways. Thus, MENTOR aims at promoting mental health by sharing experiences from the political to the clinical professional sphere, incorporating evidence-based best practices and adapting initiatives to achieve long-term sustainability of promoting mental health and well-being both at personal and population level. MENTOR works at addressing needs like equitable access to care for people with mental health conditions, reduction of stigma, recovery and inclusion by implementing shared guidelines for consideration of mental health in all policies, identifying evidence- based guidelines for promotion and prevention interventions targeted to young people and vulnerable groups in general population, supporting recovery-oriented and inclusive practice in the care of people with a mental health condition, and implementing personalized and comprehensive approaches to mental health. MENTOR will deliver specific activities focused on people in need (displaced citizens from Ukraine, PLE, youths with adverse living conditions), for instance developing the methodologic frame and standard for inclusive mental health policy and then creating best practise examples in different communities, the activities is planned to be wide spectrum from seminars and lectures which are taking place in real life setting in community to PLE training groups and digital solutions. In response to the urgent need to validate ethical, effective, safe, sustainable, trustworthy digital tools, MENTORS aims to endorse a set of standards for monitoring mental health and wellbeing and implement preventative and promotion actions by digital solutions. MENTOR is fully aligned with and complements public health strategies as well as other on-going investments and capacity building initiatives. Planned activities have potential to exert a substantial impact and results are efficiency oriented on several key mental health issues across member states and should attract interest from many countries as mental health is a priority in global action scope.

Keywords:

– Mental health, promotion and prevention, mental health in all policies, people with lived experience, social inclusion, tackling stigma and discrimination, digital tools, web-based solutions

Project number: 101162928

Project name: Mental Health Together

Project acronym: MENTOR

Call: EU4H-2023-JA-2-IBA

Topic: EU4H-2023-JA-2-IBA-04

Type of action: EU4H Project Grants

Granting authority: European Health and Digital Executive Agency

Grant managed through EU Funding & Tenders Portal: Yes (eGrants)

Project starting date: fixed date: 1 September 2024

Project end date: 31 August 2027

Project duration: 36 months

Consortium agreement: Yes

2. Participants

List of participants:

N° Role Short name Legal name Ctry PIC Total

eligible costs (BEN and AE)

Max grant amount

1 COO RPNC VALSTS SIA RIGAS PSIHIATRIJAS UN NARKOLOGIJAS CENTRS

LV 881163036 780 396.10 624 316.87

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Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

N° Role Short name Legal name Ctry PIC Total

eligible costs (BEN and AE)

Max grant amount

2 BEN SHSO-MHS ORGANISMOS KRATIKON YPIRESION YGEIAS CY 891074787 240 628.45 192 502.75

3 BEN RSD REGION SYDDANMARK DK 999602073 77 363.14 61 890.50

4 BEN MOSA SOTSIAALMINISTEERIUM EE 998429731 125 093.70 100 074.95

5 BEN THL TERVEYDEN JA HYVINVOINNIN LAITOS FI 996697893 222 264.47 177 811.56

6 BEN FR-MOH MINISTERE DE LA SANTE ET DE LA PREVENTION FR 998887377 112 767.30 90 213.83

7 BEN BzGA BUNDESZENTRALE FUR GESUNDHEITLICHE AUFKLARUNG

DE 998190723 312 081.50 249 665.19

7.1 AE ULEI UNIVERSITAET LEIPZIG DE 999854564 86 061.17 68 848.93

7.2 AE SB FREIE HANSESTADT BREMEN DE 998928796 193 773.96 155 019.16

8 BEN NNGYK NEMZETI NEPEGESZSEGUGYI ES GYOGYSZERESZETI KOZPONT

HU 998706957 86 237.72 68 990.17

8.1 AE OKFŐ ORSZAGOS KORHAZI FOIGAZGATOSAG HU 891516331 625 750.98 500 600.77

8.2 AE BCH MAGYARORSZAGI REFORMATUS EGYHAZ BETHESDA GYERMEKKORHAZA

HU 918286488 97 992.74 78 394.18

9 BEN DOHI LANDLAEKNIS EMBAETTID IS 955430213 627 810.73 502 248.57

9.1 AE PHCI HEILSUGAESLA HOFUDBORGARSVAEDISINS IS 917819724 78 794.27 63 035.40

9.2 AE NUHI LANDSPITALI UNIVERSITY HOSPITAL IS 999821390 35 367.78 28 294.21

10 BEN ISS ISTITUTO SUPERIORE DI SANITA IT 999978821 707 265.08 565 812.05

10.1 AE PROMIS AZIENDA ULSS 4 VENETO ORIENTALE IT 953342870 106 867.32 85 493.85

10.2 AE ASL TORINO AZIENDA SANITARIA LOCALE CITTA DI TORINO IT 899690036 15 344.87 12 275.89

10.3 AE UniMiBI UNIVERSITA' DEGLI STUDI DI MILANO-BICOCCA IT 999923531 21 397.86 17 118.28

11 BEN SAM LT LIETUVOS RESPUBLIKOS SVEIKATOS APSAUGOS MINISTERIJA

LT 933839468 45 828.10 36 662.47

12 BEN RIVM RIJKSINSTITUUT VOOR VOLKSGEZONDHEID EN MILIEU

NL 999991431 194 033.86 155 227.08

12.1 AE TRIMBOS STICHTING TRIMBOS- INSTITUUT, NETHERLANDS INSTITUTE OF MENTAL HEALTH AND ADDICTION

NL 998923073 85 887.26 68 709.80

13 BEN NIPH FOLKEHELSEINSTITUTTET NO 999478883 660 343.01 528 274.39

13.1 AE SSB STATISTISK SENTRALBYRAA NO 999456379 150 000.00 119 999.99

14 BEN NHF NARODOWY FUNDUSZ ZDROWIA PL 998161332 388 063.32 310 450.65

15 BEN NCMHFAD CENTRUL NATIONAL DE SANATATE MINTALA SI LUPTA ANTODROG

RO 933059685 99 242.77 79 394.20

16 BEN NIJZ NACIONALNI INSTITUT ZA JAVNO ZDRAVJE SI 948891346 386 031.86 308 825.48

17 BEN BIOSISTEMAK ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK

ES 955006420 202 364.82 161 891.85

17.1 AE GENCAT DEPARTAMENT DE SALUT - GENERALITAT DE CATALUNYA

ES 999826919 45 406.10 36 324.87

17.2 AE FRCB-IDIBAPS FUNDACIO DE RECERCA CLINIC BARCELONA- INSTITUT D INVESTIGACIONS BIOMEDIQUES AUGUST PI I SUNYER

ES 999477525 38 127.95 30 502.35

17.3 AE ICO INSTITUT CATALA D'ONCOLOGIA ES 998420031 27 541.80 22 033.43

17.4 AE IDIVAL FUNDACION INSTITUTO DE INVESTIGACION MARQUES DE VALDECILLA

ES 946556944 44 586.90 35 669.51

17.5 AE FFIS FUNDACION PARA LA FORMACION E INVESTIGACION SANITARIAS DE LA REGION DE MURCIA

ES 962632463 89 154.11 71 323.28

17.6 AE SMS SERVICIO MURCIANO DE SALUD ES 934953804 59 489.33 47 591.45

17.7 AE SAS SERVICIO ANDALUZ DE SALUD ES 998853621 75 691.80 60 553.43

17.8 AE FUNDESALUD FUNDACION PARA LA FORMACION E INVESTIGACION DE LOS PROFESIONALES DE LASALUD DE EXTREMADURA FUNDESALUD

ES 932288729 31 549.25 25 239.38

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Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Project: 101162928 — MENTOR — EU4H-2023-JA-2-IBA

EU4H MGA — Multi & Mono: v1.1

N° Role Short name Legal name Ctry PIC Total

eligible costs (BEN and AE)

Max grant amount

18 BEN PHAS FOLKHALSOMYNDIGHETEN SE 949789954 169 204.45 135 363.55

19 BEN PHC STATE INSTITUTION PUBLIC HEALTH CENTER OF THE MINISTRY OF HEALTH OF UKRAINE

UA 906650465 154 115.21 123 292.15

20 AP DISA MINISTERE DE LA SANTE ET DE LA SECURITE SOCIALE

LU 998888153 0.00 0.00

21 AP MHB MEDIZINISCHE HOCHSCHULE BRANDENBURG CAMPUS GMBH

DE 898913260 0.00 0.00

22 AP LOMBARDIA REGIONE LOMBARDIA IT 999654065 0.00 0.00

23 AP HDIR HELSEDIREKTORATET NO 974772304 0.00 0.00

24 AP SES SERVICIO EXTREMENO DE SALUD ES 893253116 0.00 0.00

Total 7 499 921.04 5 999 936.42

Coordinator:

– VALSTS SIA RIGAS PSIHIATRIJAS UN NARKOLOGIJAS CENTRS (RPNC)

3. Grant

Maximum grant amount, total estimated eligible costs and contributions and funding rate:

Total eligible costs (BEN and AE)

Funding rate (%)

Maximum grant amount (Annex 2)

Maximum grant amount (award decision)

7 499 921.04 80 5 999 936.42 5 999 936.42

Grant form: Budget-based

Grant mode: Action grant

Budget categories/activity types:

- A. Personnel costs - A.1 Employees, A.2 Natural persons under direct contract, A.3 Seconded persons - A.4 SME owners and natural person beneficiaries

- B. Subcontracting costs

- C. Purchase costs - C.1 Travel and subsistence - C.2 Equipment - C.3 Other goods, works and services

- D. Other cost categories - D.1 Financial support to third parties

- E. Indirect costs

Cost eligibility options:

- Standard supplementary payments

- Limitation for subcontracting

- Travel and subsistence: - Travel: Unit or Actual costs

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EU4H MGA — Multi & Mono: v1.1

- Accommodation: Unit or Actual costs - Subsistence: Unit or Actual costs

- Equipment: depreciation only

- Costs for providing financial support to third parties (actual cost; max amount for each recipient: EUR 0.00)

- Indirect cost flat-rate: 7% of the eligible direct costs (categories A-D, except volunteers costs and exempted specific cost categories, if any)

- VAT: Yes

- Other ineligible costs

Budget flexibility: Yes (no flexibility cap)

4. Reporting, payments and recoveries

4.1 Continuous reporting (art 21)

Deliverables: see Funding & Tenders Portal Continuous Reporting tool

4.2 Periodic reporting and payments

Reporting and payment schedule (art 21, 22):

Reporting Payments

Reporting periods Type Deadline Type Deadline (time to pay)

RP No Month from Month to

Initial prefinancing

30 days from entry into force/10 days

before starting date/ financial guarantee

(if required) – whichever is the latest

1 1 18 Periodic report 60 days after end of reporting period

Interim payment 90 days from receiving

periodic report

2 19 36 Periodic report 60 days after end of reporting period

Final payment 90 days from receiving

periodic report

Prefinancing payments and guarantees:

Prefinancing payment Prefinancing guarantee

Type Amount Guarantee amount Division per participant

Prefinancing 1 (initial) 2 999 968.21 n/a 1 - RPNC n/a

2 - SHSO-MHS n/a

3 - RSD n/a

4 - MOSA n/a

5 - THL n/a

6 - FR-MOH n/a

7 - BzGA n/a

7.1 - ULEI n/a

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Prefinancing payment Prefinancing guarantee

Type Amount Guarantee amount Division per participant

7.2 - SB n/a

8 - NNGYK n/a

8.1 - OKFŐ n/a

8.2 - BCH n/a

9 - DOHI n/a

9.1 - PHCI n/a

9.2 - NUHI n/a

10 - ISS n/a

10.1 - PROMIS n/a

10.2 - ASL TORINO n/a

10.3 - UniMiBI n/a

11 - SAM LT n/a

12 - RIVM n/a

12.1 - TRIMBOS n/a

13 - NIPH n/a

13.1 - SSB n/a

14 - NHF n/a

15 - NCMHFAD n/a

16 - NIJZ n/a

17 - BIOSISTEMAK n/a

17.1 - GENCAT n/a

17.2 - FRCB-IDIBAPS n/a

17.3 - ICO n/a

17.4 - IDIVAL n/a

17.5 - FFIS n/a

17.6 - SMS n/a

17.7 - SAS n/a

17.8 - FUNDESALUD n/a

18 - PHAS n/a

19 - PHC n/a

Reporting and payment modalities (art 21, 22):

Mutual Insurance Mechanism (MIM): No

Restrictions on distribution of initial prefinancing: The prefinancing may be distributed only if the minimum number of beneficiaries set out in the call condititions (if any) have acceded to the Agreement and only to beneficiaries that have acceded.

Interim payment ceiling (if any): 90% of the maximum grant amount

No-profit rule: Yes

Late payment interest: ECB + 3.5%

Bank account for payments:

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Conversion into euros: Double conversion

Reporting language: Language of the Agreement

4.3 Certificates (art 24):

Certificates on the financial statements (CFS):

Conditions:

Schedule: interim/final payment, if threshold is reached

Standard threshold (beneficiary-level):

- financial statement: requested EU contribution to costs ≥ EUR 325 000.00

4.4 Recoveries (art 22)

First-line liability for recoveries:

Beneficiary termination: Beneficiary concerned

Final payment: Coordinator

After final payment: Beneficiary concerned

Joint and several liability for enforced recoveries (in case of non-payment):

Limited joint and several liability of other beneficiaries — up to the maximum grant amount of the beneficiary

Joint and several liability of affiliated entities — n/a

5. Consequences of non-compliance, applicable law & dispute settlement forum

Applicable law (art 43):

Standard applicable law regime: EU law + law of Belgium

Dispute settlement forum (art 43):

Standard dispute settlement forum:

EU beneficiaries: EU General Court + EU Court of Justice (on appeal)

Non-EU beneficiaries: Courts of Brussels, Belgium (unless an international agreement provides for the enforceability of EU court judgements)

6. Other

Specific rules (Annex 5): Yes

Standard time-limits after project end:

Confidentiality (for X years after final payment): 5

Record-keeping (for X years after final payment): 5 (or 3 for grants of not more than EUR 60 000)

Reviews (up to X years after final payment): 5 (or 3 for grants of not more than EUR 60 000)

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Audits (up to X years after final payment): 5 (or 3 for grants of not more than EUR 60 000)

Extension of findings from other grants to this grant (no later than X years after final payment): 5 (or 3 for grants of not more than EUR 60 000)

Impact evaluation (up to X years after final payment): 5 (or 3 for grants of not more than EUR 60 000)

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CHAPTER 1 GENERAL

ARTICLE 1 — SUBJECT OF THE AGREEMENT

This Agreement sets out the rights and obligations and terms and conditions applicable to the grant awarded for the implementation of the action set out in Chapter 2.

ARTICLE 2 — DEFINITIONS

For the purpose of this Agreement, the following definitions apply:

Actions — The project which is being funded in the context of this Agreement.

Grant — The grant awarded in the context of this Agreement.

EU grants — Grants awarded by EU institutions, bodies, offices or agencies (including EU executive agencies, EU regulatory agencies, EDA, joint undertakings, etc.).

Participants — Entities participating in the action as beneficiaries, affiliated entities, associated partners, third parties giving in-kind contributions, subcontractors or recipients of financial support to third parties.

Beneficiaries (BEN) — The signatories of this Agreement (either directly or through an accession form).

Affiliated entities (AE) — Entities affiliated to a beneficiary within the meaning of Article 187 of EU Financial Regulation 2018/10464 which participate in the action with similar rights and obligations as the beneficiaries (obligation to implement action tasks and right to charge costs and claim contributions).

Associated partners (AP) — Entities which participate in the action, but without the right to charge costs or claim contributions.

Purchases — Contracts for goods, works or services needed to carry out the action (e.g. equipment, consumables and supplies) but which are not part of the action tasks (see Annex 1).

Subcontracting — Contracts for goods, works or services that are part of the action tasks (see Annex 1).

In-kind contributions — In-kind contributions within the meaning of Article 2(36) of EU Financial

4 For the definition, see Article 187 Regulation (EU, Euratom) 2018/1046 of the European Parliament and of the Council of 18 July 2018 on the financial rules applicable to the general budget of the Union, amending Regulations (EU) No 1296/2013, (EU) No 1301/2013, (EU) No 1303/2013, (EU) No 1304/2013, (EU) No 1309/2013, (EU) No 1316/2013, (EU) No 223/2014, (EU) No 283/2014, and Decision No 541/2014/EU and repealing Regulation (EU, Euratom) No 966/2012 (‘EU Financial Regulation’) (OJ L 193, 30.7.2018, p. 1): “affiliated entities [are]: (a) entities that form a sole beneficiary [(i.e. where an entity is formed of several entities that satisfy the criteria for

being awarded a grant, including where the entity is specifically established for the purpose of implementing an action to be financed by a grant)];

(b) entities that satisfy the eligibility criteria and that do not fall within one of the situations referred to in Article 136(1) and 141(1) and that have a link with the beneficiary, in particular a legal or capital link, which is neither limited to the action nor established for the sole purpose of its implementation”.

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Regulation 2018/1046, i.e. non-financial resources made available free of charge by third parties.

Fraud — Fraud within the meaning of Article 3 of EU Directive 2017/13715 and Article 1 of the Convention on the protection of the European Communities’ financial interests, drawn up by the Council Act of 26 July 19956, as well as any other wrongful or criminal deception intended to result in financial or personal gain.

Irregularities — Any type of breach (regulatory or contractual) which could impact the EU financial interests, including irregularities within the meaning of Article 1(2) of EU Regulation 2988/957.

Grave professional misconduct — Any type of unacceptable or improper behaviour in exercising one’s profession, especially by employees, including grave professional misconduct within the meaning of Article 136(1)(c) of EU Financial Regulation 2018/1046.

Applicable EU, international and national law — Any legal acts or other (binding or non-binding) rules and guidance in the area concerned.

Portal — EU Funding & Tenders Portal; electronic portal and exchange system managed by the European Commission and used by itself and other EU institutions, bodies, offices or agencies for the management of their funding programmes (grants, procurements, prizes, etc.).

CHAPTER 2 ACTION

ARTICLE 3 — ACTION

The grant is awarded for the action 101162928 — MENTOR (‘action’), as described in Annex 1.

ARTICLE 4 — DURATION AND STARTING DATE

The duration and the starting date of the action are set out in the Data Sheet (see Point 1).

CHAPTER 3 GRANT

ARTICLE 5 — GRANT

5.1 Form of grant

The grant is an action grant8 which takes the form of a budget-based mixed actual cost grant (i.e. a

5 Directive (EU) 2017/1371 of the European Parliament and of the Council of 5 July 2017 on the fight against fraud to the Union’s financial interests by means of criminal law (OJ L 198, 28.7.2017, p. 29).

6 OJ C 316, 27.11.1995, p. 48. 7 Council Regulation (EC, Euratom) No 2988/95 of 18 December 1995 on the protection of the European Communities

financial interests (OJ L 312, 23.12.1995, p. 1). 8 For the definition, see Article 180(2)(a) EU Financial Regulation 2018/1046: ‘action grant’ means an EU grant to

finance “an action intended to help achieve a Union policy objective”.

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grant based on actual costs incurred, but which may also include other forms of funding, such as unit costs or contributions, flat-rate costs or contributions, lump sum costs or contributions or financing not linked to costs).

5.2 Maximum grant amount

The maximum grant amount is set out in the Data Sheet (see Point 3) and in the estimated budget (Annex 2).

5.3 Funding rate

The funding rate for costs is 80% of the action’s eligible costs.

Contributions are not subject to any funding rate.

5.4 Estimated budget, budget categories and forms of funding

The estimated budget for the action is set out in Annex 2.

It contains the estimated eligible costs and contributions for the action, broken down by participant and budget category.

Annex 2 also shows the types of costs and contributions (forms of funding)9 to be used for each budget category.

If unit costs or contributions are used, the details on the calculation will be explained in Annex 2a.

5.5 Budget flexibility

The budget breakdown may be adjusted — without an amendment (see Article 39) — by transfers (between participants and budget categories), as long as this does not imply any substantive or important change to the description of the action in Annex 1.

However:

- changes to the budget category for volunteers (if used) always require an amendment

- changes to budget categories with lump sums costs or contributions (if used; including financing not linked to costs) always require an amendment

- changes to budget categories with higher funding rates or budget ceilings (if used) always require an amendment

- addition of amounts for subcontracts not provided for in Annex 1 either require an amendment or simplified approval in accordance with Article 6.2

- other changes require an amendment or simplified approval, if specifically provided for in Article 6.2

- flexibility caps: not applicable.

9 See Article 125 EU Financial Regulation 2018/1046.

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ARTICLE 6 — ELIGIBLE AND INELIGIBLE COSTS AND CONTRIBUTIONS

In order to be eligible, costs and contributions must meet the eligibility conditions set out in this Article.

6.1 General eligibility conditions

The general eligibility conditions are the following:

(a) for actual costs:

(i) they must be actually incurred by the beneficiary

(ii) they must be incurred in the period set out in Article 4 (with the exception of costs relating to the submission of the final periodic report, which may be incurred afterwards; see Article 21)

(iii) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2

(iv) they must be incurred in connection with the action as described in Annex 1 and necessary for its implementation

(v) they must be identifiable and verifiable, in particular recorded in the beneficiary’s accounts in accordance with the accounting standards applicable in the country where the beneficiary is established and with the beneficiary’s usual cost accounting practices

(vi) they must comply with the applicable national law on taxes, labour and social security and

(vii) they must be reasonable, justified and must comply with the principle of sound financial management, in particular regarding economy and efficiency

(b) for unit costs or contributions (if any):

(i) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2

(ii) the units must:

- be actually used or produced by the beneficiary in the period set out in Article 4 (with the exception of units relating to the submission of the final periodic report, which may be used or produced afterwards; see Article 21)

- be necessary for the implementation of the action and

(iii) the number of units must be identifiable and verifiable, in particular supported by records and documentation (see Article 20)

(c) for flat-rate costs or contributions (if any):

(i) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2

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(ii) the costs or contributions to which the flat-rate is applied must:

- be eligible

- relate to the period set out in Article 4 (with the exception of costs or contributions relating to the submission of the final periodic report, which may be incurred afterwards; see Article 21)

(d) for lump sum costs or contributions (if any):

(i) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2

(ii) the work must be properly implemented by the beneficiary in accordance with Annex 1

(iii) the deliverables/outputs must be achieved in the period set out in Article 4 (with the exception of deliverables/outputs relating to the submission of the final periodic report, which may be achieved afterwards; see Article 21)

(e) for unit, flat-rate or lump sum costs or contributions according to usual cost accounting practices (if any):

(i) they must fulfil the general eligibility conditions for the type of cost concerned

(ii) the cost accounting practices must be applied in a consistent manner, based on objective criteria, regardless of the source of funding

(f) for financing not linked to costs (if any): the results must be achieved or the conditions must be fulfilled as described in Annex 1.

In addition, for direct cost categories (e.g. personnel, travel & subsistence, subcontracting and other direct costs) only costs that are directly linked to the action implementation and can therefore be attributed to it directly are eligible. They must not include any indirect costs (i.e. costs that are only indirectly linked to the action, e.g. via cost drivers).

6.2 Specific eligibility conditions for each budget category

For each budget category, the specific eligibility conditions are as follows:

Direct costs

A. Personnel costs

A.1 Costs for employees (or equivalent) are eligible as personnel costs if they fulfil the general eligibility conditions and are related to personnel working for the beneficiary under an employment contract (or equivalent appointing act) and assigned to the action.

They must be limited to salaries, social security contributions, taxes and other costs linked to the remuneration, if they arise from national law or the employment contract (or equivalent appointing act) and be calculated on the basis of the costs actually incurred, in accordance with the following method:

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{daily rate for the person

multiplied by

number of day-equivalents worked on the action (rounded up or down to the nearest half-day)}.

The daily rate must be calculated as:

{annual personnel costs for the person

divided by

215}.

The number of day-equivalents declared for a person must be identifiable and verifiable (see Article 20).

The total number of day-equivalents declared in EU grants, for a person for a year, cannot be higher than 215.

The personnel costs may also include supplementary payments for personnel assigned to the action (including payments on the basis of supplementary contracts regardless of their nature), if:

- it is part of the beneficiary’s usual remuneration practices and is paid in a consistent manner whenever the same kind of work or expertise is required

- the criteria used to calculate the supplementary payments are objective and generally applied by the beneficiary, regardless of the source of funding used.

A.2 and A.3 Costs for natural persons working under a direct contract other than an employment contract and costs for seconded persons by a third party against payment are also eligible as personnel costs, if they are assigned to the action, fulfil the general eligibility conditions and:

(a) work under conditions similar to those of an employee (in particular regarding the way the work is organised, the tasks that are performed and the premises where they are performed) and

(b) the result of the work belongs to the beneficiary (unless agreed otherwise).

They must be calculated on the basis of a rate which corresponds to the costs actually incurred for the direct contract or secondment and must not be significantly different from those for personnel performing similar tasks under an employment contract with the beneficiary.

A.4 The work of SME owners for the action (i.e. owners of beneficiaries that are small and medium- sized enterprises10 not receiving a salary) or natural person beneficiaries (i.e. beneficiaries that are natural persons not receiving a salary) may be declared as personnel costs, if they fulfil the general

10 For the definition, see Commission Recommendation 2003/361/EC: micro, small or medium-sized enterprise (SME) are enterprises

- engaged in an economic activity, irrespective of their legal form (including, in particular, self- employed persons and family businesses engaged in craft or other activities, and partnerships or associations regularly engaged in an economic activity) and

- employing fewer than 250 persons (expressed in ‘annual working units’ as defined in Article 5 of the Recommendation) and which have an annual turnover not exceeding EUR 50 million, and/or an annual balance sheet total not exceeding EUR 43 million.

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eligibility conditions and are calculated as unit costs in accordance with the method set out in Annex 2a.

B. Subcontracting costs

Subcontracting costs for the action (including related duties, taxes and charges, such as non- deductible or non-refundable value added tax (VAT)) are eligible, if they are calculated on the basis of the costs actually incurred, fulfil the general eligibility conditions and are awarded using the beneficiary’s usual purchasing practices — provided these ensure subcontracts with best value for money (or if appropriate the lowest price) and that there is no conflict of interests (see Article 12).

Beneficiaries that are ‘contracting authorities/entities’ within the meaning of the EU Directives on public procurement must also comply with the applicable national law on public procurement.

Subcontracting may cover only a limited part of the action.

The tasks to be subcontracted and the estimated cost for each subcontract must be set out in Annex 1 and the total estimated costs of subcontracting per beneficiary must be set out in Annex 2 (or may be approved ex post in the periodic report, if the use of subcontracting does not entail changes to the Agreement which would call into question the decision awarding the grant or breach the principle of equal treatment of applicants; ‘simplified approval procedure’).

C. Purchase costs

Purchase costs for the action (including related duties, taxes and charges, such as non-deductible or non-refundable value added tax (VAT)) are eligible if they fulfil the general eligibility conditions and are bought using the beneficiary’s usual purchasing practices — provided these ensure purchases with best value for money (or if appropriate the lowest price) and that there is no conflict of interests (see Article 12).

Beneficiaries that are ‘contracting authorities/entities’ within the meaning of the EU Directives on public procurement must also comply with the applicable national law on public procurement.

C.1 Travel and subsistence

Purchases for travel, accommodation and subsistence must be calculated as follows:

- travel: as unit costs in accordance with the method set out in Annex 2a if covered by Decision C(2021)3511 or otherwise as costs actually incurred and in line with the beneficiary’s usual practices on travel

- accommodation: as unit costs in accordance with the method set out in Annex 2a if covered by Decision C(2021)3512 or otherwise as costs actually incurred and in line with the beneficiary’s usual practices on travel

- subsistence: as unit costs in accordance with the method set out in Annex 2a if covered by

11 Commission Decision of 12 January 2021 authorising the use of unit costs for travel, accommodation and subsistence costs under an action or work programme under the 2021-2027 multi-annual financial framework (C(2021)35).

12 Commission Decision of 12 January 2021 authorising the use of unit costs for travel, accommodation and subsistence costs under an action or work programme under the 2021-2027 multi-annual financial framework (C(2021)35).

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Decision C(2021)3513 or otherwise as costs actually incurred and in line with the beneficiary’s usual practices on travel.

C.2 Equipment

Purchases of equipment, infrastructure or other assets used for the action must be declared as depreciation costs, calculated on the basis of the costs actually incurred and written off in accordance with international accounting standards and the beneficiary’s usual accounting practices.

Only the portion of the costs that corresponds to the rate of actual use for the action during the action duration can be taken into account.

Costs for renting or leasing equipment, infrastructure or other assets are also eligible, if they do not exceed the depreciation costs of similar equipment, infrastructure or assets and do not include any financing fees.

C.3 Other goods, works and services

Purchases of other goods, works and services must be calculated on the basis of the costs actually incurred.

Such goods, works and services include, for instance, consumables and supplies, promotion, dissemination, protection of results, translations, publications, certificates and financial guarantees, if required under the Agreement.

D. Other cost categories

D.1 Financial support to third parties

Costs for providing financial support to third parties (in the form of grants, prizes or similar forms of support; if any) are eligible, if and as declared eligible in the call conditions, if they fulfil the general eligibility conditions, are calculated on the basis of the costs actually incurred and the support is implemented in accordance with the conditions set out in Annex 1.

These conditions must ensure objective and transparent selection procedures and include at least the following:

(a) for grants (or similar):

(i) the maximum amount of financial support for each third party (‘recipient’); this amount may not exceed the amount set out in the Data Sheet (see Point 3) or otherwise agreed with the granting authority

(ii) the criteria for calculating the exact amount of the financial support

(iii) the different types of activity that qualify for financial support, on the basis of a closed list

(iv) the persons or categories of persons that will be supported and

(v) the criteria and procedures for giving financial support

13 Commission Decision of 12 January 2021 authorising the use of unit costs for travel, accommodation and subsistence costs under an action or work programme under the 2021-2027 multi-annual financial framework (C(2021)35).

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(b) for prizes (or similar):

(i) the eligibility and award criteria

(ii) the amount of the prize and

(iii) the payment arrangements.

Indirect costs

E. Indirect costs

Indirect costs will be reimbursed at the flat-rate of 7% of the eligible direct costs (categories A-D, except volunteers costs and exempted specific cost categories, if any).

Contributions

Not applicable

6.3 Ineligible costs and contributions

The following costs or contributions are ineligible:

(a) costs or contributions that do not comply with the conditions set out above (Article 6.1 and 6.2), in particular:

(i) costs related to return on capital and dividends paid by a beneficiary

(ii) debt and debt service charges

(iii) provisions for future losses or debts

(iv) interest owed

(v) currency exchange losses

(vi) bank costs charged by the beneficiary’s bank for transfers from the granting authority

(vii) excessive or reckless expenditure

(viii) deductible or refundable VAT (including VAT paid by public bodies acting as public authority)

(ix) costs incurred or contributions for activities implemented during grant agreement suspension (see Article 31)

(x) in-kind contributions by third parties

(b) costs or contributions declared under other EU grants (or grants awarded by an EU Member State, non-EU country or other body implementing the EU budget), except for the following cases:

(i) Synergy actions: not applicable

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(ii) if the action grant is combined with an operating grant14 running during the same period and the beneficiary can demonstrate that the operating grant does not cover any (direct or indirect) costs of the action grant

(c) costs or contributions for staff of a national (or regional/local) administration, for activities that are part of the administration’s normal activities (i.e. not undertaken only because of the grant)

(d) costs or contributions (especially travel and subsistence) for staff or representatives of EU institutions, bodies or agencies

(e) other :

(i) country restrictions for eligible costs: not applicable

(ii) costs or contributions declared specifically ineligible in the call conditions.

6.4 Consequences of non-compliance

If a beneficiary declares costs or contributions that are ineligible, they will be rejected (see Article 27).

This may also lead to other measures described in Chapter 5.

CHAPTER 4 GRANT IMPLEMENTATION

SECTION 1 CONSORTIUM: BENEFICIARIES, AFFILIATED ENTITIES AND OTHER PARTICIPANTS

ARTICLE 7 — BENEFICIARIES

The beneficiaries, as signatories of the Agreement, are fully responsible towards the granting authority for implementing it and for complying with all its obligations.

They must implement the Agreement to their best abilities, in good faith and in accordance with all the obligations and terms and conditions it sets out.

They must have the appropriate resources to implement the action and implement the action under their own responsibility and in accordance with Article 11. If they rely on affiliated entities or other participants (see Articles 8 and 9), they retain sole responsibility towards the granting authority and the other beneficiaries.

They are jointly responsible for the technical implementation of the action. If one of the beneficiaries fails to implement their part of the action, the other beneficiaries must ensure that this part is implemented by someone else (without being entitled to an increase of the maximum grant amount and subject to an amendment; see Article 39). The financial responsibility of each beneficiary in case of recoveries is governed by Article 22.

14 For the definition, see Article 180(2)(b) of EU Financial Regulation 2018/1046: ‘operating grant’ means an EU grant to finance “the functioning of a body which has an objective forming part of and supporting an EU policy”.

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The beneficiaries (and their action) must remain eligible under the EU programme funding the grant for the entire duration of the action. Costs and contributions will be eligible only as long as the beneficiary and the action are eligible.

The internal roles and responsibilities of the beneficiaries are divided as follows:

(a) Each beneficiary must:

(i) keep information stored in the Portal Participant Register up to date (see Article 19)

(ii) inform the granting authority (and the other beneficiaries) immediately of any events or circumstances likely to affect significantly or delay the implementation of the action (see Article 19)

(iii) submit to the coordinator in good time:

- the prefinancing guarantees (if required; see Article 23)

- the financial statements and certificates on the financial statements (CFS) (if required; see Articles 21 and 24.2 and Data Sheet, Point 4.3)

- the contribution to the deliverables and technical reports (see Article 21)

- any other documents or information required by the granting authority under the Agreement

(iv) submit via the Portal data and information related to the participation of their affiliated entities.

(b) The coordinator must:

(i) monitor that the action is implemented properly (see Article 11)

(ii) act as the intermediary for all communications between the consortium and the granting authority, unless the Agreement or granting authority specifies otherwise, and in particular:

- submit the prefinancing guarantees to the granting authority (if any)

- request and review any documents or information required and verify their quality and completeness before passing them on to the granting authority

- submit the deliverables and reports to the granting authority

- inform the granting authority about the payments made to the other beneficiaries (report on the distribution of payments; if required, see Articles 22 and 32)

(iii) distribute the payments received from the granting authority to the other beneficiaries without unjustified delay (see Article 22).

The coordinator may not delegate or subcontract the above-mentioned tasks to any other beneficiary or third party (including affiliated entities).

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However, coordinators which are public bodies may delegate the tasks set out in Point (b)(ii) last indent and (iii) above to entities with ‘authorisation to administer’ which they have created or which are controlled by or affiliated to them. In this case, the coordinator retains sole responsibility for the payments and for compliance with the obligations under the Agreement.

Moreover, coordinators which are ‘sole beneficiaries’15 (or similar, such as European research infrastructure consortia (ERICs)) may delegate the tasks set out in Point (b)(i) to (iii) above to one of their members. The coordinator retains sole responsibility for compliance with the obligations under the Agreement.

The beneficiaries must have internal arrangements regarding their operation and co-ordination, to ensure that the action is implemented properly.

If required by the granting authority (see Data Sheet, Point 1), these arrangements must be set out in a written consortium agreement between the beneficiaries, covering for instance:

- the internal organisation of the consortium

- the management of access to the Portal

- different distribution keys for the payments and financial responsibilities in case of recoveries (if any)

- additional rules on rights and obligations related to background and results (see Article 16)

- settlement of internal disputes

- liability, indemnification and confidentiality arrangements between the beneficiaries.

The internal arrangements must not contain any provision contrary to this Agreement.

ARTICLE 8 — AFFILIATED ENTITIES

The following entities which are linked to a beneficiary will participate in the action as ‘affiliated entities’:

- UNIVERSITAET LEIPZIG (ULEI), PIC 999854564, linked to BUNDESZENTRALE FUR GESUNDHEITLICHE AUFKLARUNG (BzGA)

- FREIE HANSESTADT BREMEN (SB), PIC 998928796, linked to BUNDESZENTRALE FUR GESUNDHEITLICHE AUFKLARUNG (BzGA)

- ORSZAGOS KORHAZI FOIGAZGATOSAG (OKFŐ), PIC 891516331, linked to NEMZETI NEPEGESZSEGUGYI ES GYOGYSZERESZETI KOZPONT (NNGYK)

- MAGYARORSZAGI REFORMATUS EGYHAZ BETHESDA GYERMEKKORHAZA (BCH), PIC 918286488, linked to NEMZETI NEPEGESZSEGUGYI ES GYOGYSZERESZETI KOZPONT (NNGYK)

15 For the definition, see Article 187(2) EU Financial Regulation 2018/1046: “Where several entities satisfy the criteria for being awarded a grant and together form one entity, that entity may be treated as the sole beneficiary, including where it is specifically established for the purpose of implementing the action financed by the grant.”

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- HEILSUGAESLA HOFUDBORGARSVAEDISINS (PHCI), PIC 917819724, linked to LANDLAEKNIS EMBAETTID (DOHI)

- LANDSPITALI UNIVERSITY HOSPITAL (NUHI), PIC 999821390, linked to LANDLAEKNIS EMBAETTID (DOHI)

- AZIENDA ULSS 4 VENETO ORIENTALE (PROMIS), PIC 953342870, linked to ISTITUTO SUPERIORE DI SANITA (ISS)

- AZIENDA SANITARIA LOCALE CITTA DI TORINO (ASL TORINO), PIC 899690036, linked to ISTITUTO SUPERIORE DI SANITA (ISS)

- UNIVERSITA' DEGLI STUDI DI MILANO-BICOCCA (UniMiBI), PIC 999923531, linked to ISTITUTO SUPERIORE DI SANITA (ISS)

- STICHTING TRIMBOS- INSTITUUT, NETHERLANDS INSTITUTE OF MENTAL HEALTH AND ADDICTION (TRIMBOS), PIC 998923073, linked to RIJKSINSTITUUT VOOR VOLKSGEZONDHEID EN MILIEU (RIVM)

- STATISTISK SENTRALBYRAA (SSB), PIC 999456379, linked to FOLKEHELSEINSTITUTTET (NIPH)

- DEPARTAMENT DE SALUT - GENERALITAT DE CATALUNYA (GENCAT), PIC 999826919, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

- FUNDACIO DE RECERCA CLINIC BARCELONA-INSTITUT D INVESTIGACIONS BIOMEDIQUES AUGUST PI I SUNYER (FRCB-IDIBAPS), PIC 999477525, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD- BIOSISTEMAK (BIOSISTEMAK)

- INSTITUT CATALA D'ONCOLOGIA (ICO), PIC 998420031, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

- FUNDACION INSTITUTO DE INVESTIGACION MARQUES DE VALDECILLA (IDIVAL), PIC 946556944, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

- FUNDACION PARA LA FORMACION E INVESTIGACION SANITARIAS DE LA REGION DE MURCIA (FFIS), PIC 962632463, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

- SERVICIO MURCIANO DE SALUD (SMS), PIC 934953804, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

- SERVICIO ANDALUZ DE SALUD (SAS), PIC 998853621, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

- FUNDACION PARA LA FORMACION E INVESTIGACION DE LOS

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PROFESIONALES DE LASALUD DE EXTREMADURA FUNDESALUD (FUNDESALUD), PIC 932288729, linked to ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK (BIOSISTEMAK)

Affiliated entities can charge costs and contributions to the action under the same conditions as the beneficiaries and must implement the action tasks attributed to them in Annex 1 in accordance with Article 11.

Their costs and contributions will be included in Annex 2 and will be taken into account for the calculation of the grant.

The beneficiaries must ensure that all their obligations under this Agreement also apply to their affiliated entities.

The beneficiaries must ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the affiliated entities.

Breaches by affiliated entities will be handled in the same manner as breaches by beneficiaries. Recovery of undue amounts will be handled through the beneficiaries.

If the granting authority requires joint and several liability of affiliated entities (see Data Sheet, Point 4.4), they must sign the declaration set out in Annex 3a and may be held liable in case of enforced recoveries against their beneficiaries (see Article 22.2 and 22.4).

ARTICLE 9 — OTHER PARTICIPANTS INVOLVED IN THE ACTION

9.1 Associated partners

The following entities which cooperate with a beneficiary will participate in the action as ‘associated partners’:

- MINISTERE DE LA SANTE ET DE LA SECURITE SOCIALE (DISA), PIC 998888153

- MEDIZINISCHE HOCHSCHULE BRANDENBURG CAMPUS GMBH (MHB), PIC 898913260

- REGIONE LOMBARDIA (LOMBARDIA), PIC 999654065

- HELSEDIREKTORATET (HDIR), PIC 974772304

- SERVICIO EXTREMENO DE SALUD (SES), PIC 893253116

Associated partners must implement the action tasks attributed to them in Annex 1 in accordance with Article 11. They may not charge costs or contributions to the action and the costs for their tasks are not eligible.

The tasks must be set out in Annex 1.

The beneficiaries must ensure that their contractual obligations under Articles 11 (proper implementation), 12 (conflict of interests), 13 (confidentiality and security), 14 (ethics), 17.2 (visibility), 18 (specific rules for carrying out action), 19 (information) and 20 (record-keeping) also apply to the associated partners.

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The beneficiaries must ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the associated partners.

9.2 Third parties giving in-kind contributions to the action

Other third parties may give in-kind contributions to the action (i.e. personnel, equipment, other goods, works and services, etc. which are free-of-charge), if necessary for the implementation.

Third parties giving in-kind contributions do not implement any action tasks. They may not charge costs or contributions to the action and the costs for the in-kind contributions are not eligible.

The third parties and their in-kind contributions should be set out in Annex 1.

9.3 Subcontractors

Subcontractors may participate in the action, if necessary for the implementation.

Subcontractors must implement their action tasks in accordance with Article 11. The costs for the subcontracted tasks (invoiced price from the subcontractor) are eligible and may be charged by the beneficiaries, under the conditions set out in Article 6. The costs will be included in Annex 2 as part of the beneficiaries’ costs.

The beneficiaries must ensure that their contractual obligations under Articles 11 (proper implementation), 12 (conflict of interest), 13 (confidentiality and security), 14 (ethics), 17.2 (visibility), 18 (specific rules for carrying out action), 19 (information) and 20 (record-keeping) also apply to the subcontractors.

The beneficiaries must ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the subcontractors.

9.4 Recipients of financial support to third parties

If the action includes providing financial support to third parties (e.g. grants, prizes or similar forms of support), the beneficiaries must ensure that their contractual obligations under Articles 12 (conflict of interest), 13 (confidentiality and security), 14 (ethics), 17.2 (visibility), 18 (specific rules for carrying out action), 19 (information) and 20 (record-keeping)also apply to the third parties receiving the support (recipients).

The beneficiaries must also ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the recipients.

ARTICLE 10 — PARTICIPANTS WITH SPECIAL STATUS

10.1 Non-EU participants

Participants which are established in a non-EU country (if any) undertake to comply with their obligations under the Agreement and:

- to respect general principles (including fundamental rights, values and ethical principles, environmental and labour standards, rules on classified information, intellectual property rights, visibility of funding and protection of personal data)

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- for the submission of certificates under Article 24: to use qualified external auditors which are independent and comply with comparable standards as those set out in EU Directive 2006/43/EC16

- for the controls under Article 25: to allow for checks, reviews, audits and investigations (including on-the-spot checks, visits and inspections) by the bodies mentioned in that Article (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.).

Special rules on dispute settlement apply (see Data Sheet, Point 5).

10.2 Participants which are international organisations

Participants which are international organisations (IOs; if any) undertake to comply with their obligations under the Agreement and:

- to respect general principles (including fundamental rights, values and ethical principles, environmental and labour standards, rules on classified information, intellectual property rights, visibility of funding and protection of personal data)

- for the submission of certificates under Article 24: to use either independent public officers or external auditors which comply with comparable standards as those set out in EU Directive 2006/43/EC

- for the controls under Article 25: to allow for the checks, reviews, audits and investigations by the bodies mentioned in that Article, taking into account the specific agreements concluded by them and the EU (if any).

For such participants, nothing in the Agreement will be interpreted as a waiver of their privileges or immunities, as accorded by their constituent documents or international law.

Special rules on applicable law and dispute settlement apply (see Article 43 and Data Sheet, Point 5).

10.3 Pillar-assessed participants

Pillar-assessed participants (if any) may rely on their own systems, rules and procedures, in so far as they have been positively assessed and do not call into question the decision awarding the grant or breach the principle of equal treatment of applicants or beneficiaries.

‘Pillar-assessment’ means a review by the European Commission on the systems, rules and procedures which participants use for managing EU grants (in particular internal control system, accounting system, external audits, financing of third parties, rules on recovery and exclusion, information on recipients and protection of personal data; see Article 154 EU Financial Regulation 2018/1046).

Participants with a positive pillar assessment may rely on their own systems, rules and procedures, in particular for:

- record-keeping (Article 20): may be done in accordance with internal standards, rules and procedures

16 Directive 2006/43/EC of the European Parliament and of the Council of 17 May 2006 on statutory audits of annual accounts and consolidated accounts or similar national regulations (OJ L 157, 9.6.2006, p. 87).

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- currency conversion for financial statements (Article 21): may be done in accordance with usual accounting practices

- guarantees (Article 23): for public law bodies, prefinancing guarantees are not needed

- certificates (Article 24):

- certificates on the financial statements (CFS): may be provided by their regular internal or external auditors and in accordance with their internal financial regulations and procedures

- certificates on usual accounting practices (CoMUC): are not needed if those practices are covered by an ex-ante assessment

and use the following specific rules, for:

- recoveries (Article 22): in case of financial support to third parties, there will be no recovery if the participant has done everything possible to retrieve the undue amounts from the third party receiving the support (including legal proceedings) and non-recovery is not due to an error or negligence on its part

- checks, reviews, audits and investigations by the EU (Article 25): will be conducted taking into account the rules and procedures specifically agreed between them and the framework agreement (if any)

- impact evaluation (Article 26): will be conducted in accordance with the participant’s internal rules and procedures and the framework agreement (if any)

- grant agreement suspension (Article 31): certain costs incurred during grant suspension are eligible (notably, minimum costs necessary for a possible resumption of the action and costs relating to contracts which were entered into before the pre-information letter was received and which could not reasonably be suspended, reallocated or terminated on legal grounds)

- grant agreement termination (Article 32): the final grant amount and final payment will be calculated taking into account also costs relating to contracts due for execution only after termination takes effect, if the contract was entered into before the pre-information letter was received and could not reasonably be terminated on legal grounds

- liability for damages (Article 33.2): the granting authority must be compensated for damage it sustains as a result of the implementation of the action or because the action was not implemented in full compliance with the Agreement only if the damage is due to an infringement of the participant’s internal rules and procedures or due to a violation of third parties’ rights by the participant or one of its employees or individual for whom the employees are responsible.

Participants whose pillar assessment covers procurement and granting procedures may also do purchases, subcontracting and financial support to third parties (Article 6.2) in accordance with their internal rules and procedures for purchases, subcontracting and financial support.

Participants whose pillar assessment covers data protection rules may rely on their internal standards, rules and procedures for data protection (Article 15).

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The participants may however not rely on provisions which would breach the principle of equal treatment of applicants or beneficiaries or call into question the decision awarding the grant, such as in particular:

- eligibility (Article 6)

- consortium roles and set-up (Articles 7-9)

- security and ethics (Articles 13, 14)

- IPR (including background and results, access rights and rights of use), communication, dissemination and visibility (Articles 16 and 17)

- information obligation (Article 19)

- payment, reporting and amendments (Articles 21, 22 and 39)

- rejections, reductions, suspensions and terminations (Articles 27, 28, 29-32)

If the pillar assessment was subject to remedial measures, reliance on the internal systems, rules and procedures is subject to compliance with those remedial measures.

Participants whose assessment has not yet been updated to cover (the new rules on) data protection may rely on their internal systems, rules and procedures, provided that they ensure that personal data is:

- processed lawfully, fairly and in a transparent manner in relation to the data subject

- collected for specified, explicit and legitimate purposes and not further processed in a manner that is incompatible with those purposes

- adequate, relevant and limited to what is necessary in relation to the purposes for which they are processed

- accurate and, where necessary, kept up to date

- kept in a form which permits identification of data subjects for no longer than is necessary for the purposes for which the data is processed and

- processed in a manner that ensures appropriate security of the personal data.

Participants must inform the coordinator without delay of any changes to the systems, rules and procedures that were part of the pillar assessment. The coordinator must immediately inform the granting authority.

Pillar-assessed participants that have also concluded a framework agreement with the EU, may moreover — under the same conditions as those above (i.e. not call into question the decision awarding the grant or breach the principle of equal treatment of applicants or beneficiaries) — rely on the provisions set out in that framework agreement.

SECTION 2 RULES FOR CARRYING OUT THE ACTION

ARTICLE 11 — PROPER IMPLEMENTATION OF THE ACTION

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11.1 Obligation to properly implement the action

The beneficiaries must implement the action as described in Annex 1 and in compliance with the provisions of the Agreement, the call conditions and all legal obligations under applicable EU, international and national law.

11.2 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 12 — CONFLICT OF INTERESTS

12.1 Conflict of interests

The beneficiaries must take all measures to prevent any situation where the impartial and objective implementation of the Agreement could be compromised for reasons involving family, emotional life, political or national affinity, economic interest or any other direct or indirect interest (‘conflict of interests’).

They must formally notify the granting authority without delay of any situation constituting or likely to lead to a conflict of interests and immediately take all the necessary steps to rectify this situation.

The granting authority may verify that the measures taken are appropriate and may require additional measures to be taken by a specified deadline.

12.2 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28) and the grant or the beneficiary may be terminated (see Article 32).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 13 — CONFIDENTIALITY AND SECURITY

13.1 Sensitive information

The parties must keep confidential any data, documents or other material (in any form) that is identified as sensitive in writing (‘sensitive information’) — during the implementation of the action and for at least until the time-limit set out in the Data Sheet (see Point 6).

If a beneficiary requests, the granting authority may agree to keep such information confidential for a longer period.

Unless otherwise agreed between the parties, they may use sensitive information only to implement the Agreement.

The beneficiaries may disclose sensitive information to their personnel or other participants involved in the action only if they:

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(a) need to know it in order to implement the Agreement and

(b) are bound by an obligation of confidentiality.

The granting authority may disclose sensitive information to its staff and to other EU institutions and bodies.

It may moreover disclose sensitive information to third parties, if:

(a) this is necessary to implement the Agreement or safeguard the EU financial interests and

(b) the recipients of the information are bound by an obligation of confidentiality.

The confidentiality obligations no longer apply if:

(a) the disclosing party agrees to release the other party

(b) the information becomes publicly available, without breaching any confidentiality obligation

(c) the disclosure of the sensitive information is required by EU, international or national law.

Specific confidentiality rules (if any) are set out in Annex 5.

13.2 Classified information

The parties must handle classified information in accordance with the applicable EU, international or national law on classified information (in particular, Decision 2015/44417 and its implementing rules).

Deliverables which contain classified information must be submitted according to special procedures agreed with the granting authority.

Action tasks involving classified information may be subcontracted only after explicit approval (in writing) from the granting authority.

Classified information may not be disclosed to any third party (including participants involved in the action implementation) without prior explicit written approval from the granting authority.

Specific security rules (if any) are set out in Annex 5.

13.3 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 14 — ETHICS AND VALUES

14.1 Ethics

17 Commission Decision 2015/444/EC, Euratom of 13 March 2015 on the security rules for protecting EU classified information (OJ L 72, 17.3.2015, p. 53).

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The action must be carried out in line with the highest ethical standards and the applicable EU, international and national law on ethical principles.

Specific ethics rules (if any) are set out in Annex 5.

14.2 Values

The beneficiaries must commit to and ensure the respect of basic EU values (such as respect for human dignity, freedom, democracy, equality, the rule of law and human rights, including the rights of minorities).

Specific rules on values (if any) are set out in Annex 5.

14.3 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 15 — DATA PROTECTION

15.1 Data processing by the granting authority

Any personal data under the Agreement will be processed under the responsibility of the data controller of the granting authority in accordance with and for the purposes set out in the Portal Privacy Statement.

For grants where the granting authority is the European Commission, an EU regulatory or executive agency, joint undertaking or other EU body, the processing will be subject to Regulation 2018/172518.

15.2 Data processing by the beneficiaries

The beneficiaries must process personal data under the Agreement in compliance with the applicable EU, international and national law on data protection (in particular, Regulation 2016/67919).

They must ensure that personal data is:

- processed lawfully, fairly and in a transparent manner in relation to the data subjects

- collected for specified, explicit and legitimate purposes and not further processed in a manner that is incompatible with those purposes

18 Regulation (EU) 2018/1725 of the European Parliament and of the Council of 23 October 2018 on the protection of natural persons with regard to the processing of personal data by the Union institutions, bodies, offices and agencies and on the free movement of such data, and repealing Regulation (EC) No 45/2001 and Decision No 1247/2002/EC (OJ L 295, 21.11.2018, p. 39).

19 Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (‘GDPR’) (OJ L 119, 4.5.2016, p. 1).

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- adequate, relevant and limited to what is necessary in relation to the purposes for which they are processed

- accurate and, where necessary, kept up to date

- kept in a form which permits identification of data subjects for no longer than is necessary for the purposes for which the data is processed and

- processed in a manner that ensures appropriate security of the data.

The beneficiaries may grant their personnel access to personal data only if it is strictly necessary for implementing, managing and monitoring the Agreement. The beneficiaries must ensure that the personnel is under a confidentiality obligation.

The beneficiaries must inform the persons whose data are transferred to the granting authority and provide them with the Portal Privacy Statement.

15.3 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 16 — INTELLECTUAL PROPERTY RIGHTS (IPR) — BACKGROUND AND RESULTS —ACCESS RIGHTS AND RIGHTS OF USE

16.1 Background and access rights to background

The beneficiaries must give each other and the other participants access to the background identified as needed for implementing the action, subject to any specific rules in Annex 5.

‘Background’ means any data, know-how or information — whatever its form or nature (tangible or intangible), including any rights such as intellectual property rights — that is:

(a) held by the beneficiaries before they acceded to the Agreement and

(b) needed to implement the action or exploit the results.

If background is subject to rights of a third party, the beneficiary concerned must ensure that it is able to comply with its obligations under the Agreement.

16.2 Ownership of results

The granting authority does not obtain ownership of the results produced under the action.

‘Results’ means any tangible or intangible effect of the action, such as data, know-how or information, whatever its form or nature, whether or not it can be protected, as well as any rights attached to it, including intellectual property rights.

16.3 Rights of use of the granting authority on materials, documents and information received for policy, information, communication, dissemination and publicity purposes

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The granting authority has the right to use non-sensitive information relating to the action and materials and documents received from the beneficiaries (notably summaries for publication, deliverables, as well as any other material, such as pictures or audio-visual material, in paper or electronic form) for policy, information, communication, dissemination and publicity purposes — during the action or afterwards.

The right to use the beneficiaries’ materials, documents and information is granted in the form of a royalty-free, non-exclusive and irrevocable licence, which includes the following rights:

(a) use for its own purposes (in particular, making them available to persons working for the granting authority or any other EU service (including institutions, bodies, offices, agencies, etc.) or EU Member State institution or body; copying or reproducing them in whole or in part, in unlimited numbers; and communication through press information services)

(b) distribution to the public (in particular, publication as hard copies and in electronic or digital format, publication on the internet, as a downloadable or non-downloadable file, broadcasting by any channel, public display or presentation, communicating through press information services, or inclusion in widely accessible databases or indexes)

(c) editing or redrafting (including shortening, summarising, inserting other elements (e.g. meta-data, legends, other graphic, visual, audio or text elements), extracting parts (e.g. audio or video files), dividing into parts, use in a compilation)

(d) translation

(e) storage in paper, electronic or other form

(f) archiving, in line with applicable document-management rules

(g) the right to authorise third parties to act on its behalf or sub-license to third parties the modes of use set out in Points (b), (c), (d) and (f), if needed for the information, communication and publicity activity of the granting authority

(h) processing, analysing, aggregating the materials, documents and information received and producing derivative works.

The rights of use are granted for the whole duration of the industrial or intellectual property rights concerned.

If materials or documents are subject to moral rights or third party rights (including intellectual property rights or rights of natural persons on their image and voice), the beneficiaries must ensure that they comply with their obligations under this Agreement (in particular, by obtaining the necessary licences and authorisations from the rights holders concerned).

Where applicable, the granting authority will insert the following information:

“© – [year] – [name of the copyright owner]. All rights reserved. Licensed to the [name of granting authority] under conditions.”

16.4 Specific rules on IPR, results and background

Specific rules regarding intellectual property rights, results and background (if any) are set out in Annex 5.

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16.5 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such a breach may also lead to other measures described in Chapter 5.

ARTICLE 17 — COMMUNICATION, DISSEMINATION AND VISIBILITY

17.1 Communication — Dissemination — Promoting the action

Unless otherwise agreed with the granting authority, the beneficiaries must promote the action and its results by providing targeted information to multiple audiences (including the media and the public), in accordance with Annex 1 and in a strategic, coherent and effective manner.

Before engaging in a communication or dissemination activity expected to have a major media impact, the beneficiaries must inform the granting authority.

17.2 Visibility — European flag and funding statement

Unless otherwise agreed with the granting authority, communication activities of the beneficiaries related to the action (including media relations, conferences, seminars, information material, such as brochures, leaflets, posters, presentations, etc., in electronic form, via traditional or social media, etc.), dissemination activities and any infrastructure, equipment, vehicles, supplies or major result funded by the grant must acknowledge EU support and display the European flag (emblem) and funding statement (translated into local languages, where appropriate):

The emblem must remain distinct and separate and cannot be modified by adding other visual marks, brands or text.

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Apart from the emblem, no other visual identity or logo may be used to highlight the EU support.

When displayed in association with other logos (e.g. of beneficiaries or sponsors), the emblem must be displayed at least as prominently and visibly as the other logos.

For the purposes of their obligations under this Article, the beneficiaries may use the emblem without first obtaining approval from the granting authority. This does not, however, give them the right to exclusive use. Moreover, they may not appropriate the emblem or any similar trademark or logo, either by registration or by any other means.

17.3 Quality of information — Disclaimer

Any communication or dissemination activity related to the action must use factually accurate information.

Moreover, it must indicate the following disclaimer (translated into local languages where appropriate):

“Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or [name of the granting authority]. Neither the European Union nor the granting authority can be held responsible for them.”

17.4 Specific communication, dissemination and visibility rules

Specific communication, dissemination and visibility rules (if any) are set out in Annex 5.

17.5 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 18 — SPECIFIC RULES FOR CARRYING OUT THE ACTION

18.1 Specific rules for carrying out the action

Specific rules for implementing the action (if any) are set out in Annex 5.

18.2 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such a breach may also lead to other measures described in Chapter 5.

SECTION 3 GRANT ADMINISTRATION

ARTICLE 19 — GENERAL INFORMATION OBLIGATIONS

19.1 Information requests

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The beneficiaries must provide — during the action or afterwards and in accordance with Article 7 — any information requested in order to verify eligibility of the costs or contributions declared, proper implementation of the action and compliance with the other obligations under the Agreement.

The information provided must be accurate, precise and complete and in the format requested, including electronic format.

19.2 Participant Register data updates

The beneficiaries must keep — at all times, during the action or afterwards — their information stored in the Portal Participant Register up to date, in particular, their name, address, legal representatives, legal form and organisation type.

19.3 Information about events and circumstances which impact the action

The beneficiaries must immediately inform the granting authority (and the other beneficiaries) of any of the following:

(a) events which are likely to affect or delay the implementation of the action or affect the EU’s financial interests, in particular:

(i) changes in their legal, financial, technical, organisational or ownership situation (including changes linked to one of the exclusion grounds listed in the declaration of honour signed before grant signature)

(ii) linked action information: not applicable

(b) circumstances affecting:

(i) the decision to award the grant or

(ii) compliance with requirements under the Agreement.

19.4 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 20 — RECORD-KEEPING

20.1 Keeping records and supporting documents

The beneficiaries must — at least until the time-limit set out in the Data Sheet (see Point 6) — keep records and other supporting documents to prove the proper implementation of the action in line with the accepted standards in the respective field (if any).

In addition, the beneficiaries must — for the same period — keep the following to justify the amounts declared:

(a) for actual costs: adequate records and supporting documents to prove the costs declared (such

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as contracts, subcontracts, invoices and accounting records); in addition, the beneficiaries’ usual accounting and internal control procedures must enable direct reconciliation between the amounts declared, the amounts recorded in their accounts and the amounts stated in the supporting documents

(b) for flat-rate costs and contributions (if any): adequate records and supporting documents to prove the eligibility of the costs or contributions to which the flat-rate is applied

(c) for the following simplified costs and contributions: the beneficiaries do not need to keep specific records on the actual costs incurred, but must keep:

(i) for unit costs and contributions (if any): adequate records and supporting documents to prove the number of units declared

(ii) for lump sum costs and contributions (if any): adequate records and supporting documents to prove proper implementation of the work as described in Annex 1

(iii) for financing not linked to costs (if any): adequate records and supporting documents to prove the achievement of the results or the fulfilment of the conditions as described in Annex 1

(d) for unit, flat-rate and lump sum costs and contributions according to usual cost accounting practices (if any): the beneficiaries must keep any adequate records and supporting documents to prove that their cost accounting practices have been applied in a consistent manner, based on objective criteria, regardless of the source of funding, and that they comply with the eligibility conditions set out in Articles 6.1 and 6.2.

Moreover, the following is needed for specific budget categories:

(e) for personnel costs: time worked for the beneficiary under the action must be supported by declarations signed monthly by the person and their supervisor, unless another reliable time-record system is in place; the granting authority may accept alternative evidence supporting the time worked for the action declared, if it considers that it offers an adequate level of assurance

(f) additional record-keeping rules: not applicable

The records and supporting documents must be made available upon request (see Article 19) or in the context of checks, reviews, audits or investigations (see Article 25).

If there are on-going checks, reviews, audits, investigations, litigation or other pursuits of claims under the Agreement (including the extension of findings; see Article 25), the beneficiaries must keep these records and other supporting documentation until the end of these procedures.

The beneficiaries must keep the original documents. Digital and digitalised documents are considered originals if they are authorised by the applicable national law. The granting authority may accept non-original documents if they offer a comparable level of assurance.

20.2 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, costs or contributions insufficiently

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substantiated will be ineligible (see Article 6) and will be rejected (see Article 27), and the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 21 — REPORTING

21.1 Continuous reporting

The beneficiaries must continuously report on the progress of the action (e.g. deliverables, milestones, outputs/outcomes, critical risks, indicators, etc; if any), in the Portal Continuous Reporting tool and in accordance with the timing and conditions it sets out (as agreed with the granting authority).

Standardised deliverables (e.g. progress reports not linked to payments, reports on cumulative expenditure, special reports, etc; if any) must be submitted using the templates published on the Portal.

21.2 Periodic reporting: Technical reports and financial statements

In addition, the beneficiaries must provide reports to request payments, in accordance with the schedule and modalities set out in the Data Sheet (see Point 4.2):

- for additional prefinancings (if any): an additional prefinancing report

- for interim payments (if any) and the final payment: a periodic report.

The prefinancing and periodic reports include a technical and financial part.

The technical part includes an overview of the action implementation. It must be prepared using the template available in the Portal Periodic Reporting tool.

The financial part of the additional prefinancing report includes a statement on the use of the previous prefinancing payment.

The financial part of the periodic report includes:

- the financial statements (individual and consolidated; for all beneficiaries/affiliated entities)

- the explanation on the use of resources (or detailed cost reporting table, if required)

- the certificates on the financial statements (CFS) (if required; see Article 24.2 and Data Sheet, Point 4.3).

The financial statements must detail the eligible costs and contributions for each budget category and, for the final payment, also the revenues for the action (see Articles 6 and 22).

All eligible costs and contributions incurred should be declared, even if they exceed the amounts indicated in the estimated budget (see Annex 2). Amounts that are not declared in the individual financial statements will not be taken into account by the granting authority.

By signing the financial statements (directly in the Portal Periodic Reporting tool), the beneficiaries confirm that:

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- the information provided is complete, reliable and true

- the costs and contributions declared are eligible (see Article 6)

- the costs and contributions can be substantiated by adequate records and supporting documents (see Article 20) that will be produced upon request (see Article 19) or in the context of checks, reviews, audits and investigations (see Article 25)

- for the final periodic report: all the revenues have been declared (if required; see Article 22).

Beneficiaries will have to submit also the financial statements of their affiliated entities (if any). In case of recoveries (see Article 22), beneficiaries will be held responsible also for the financial statements of their affiliated entities.

21.3 Currency for financial statements and conversion into euros

The financial statements must be drafted in euro.

Beneficiaries with general accounts established in a currency other than the euro must convert the costs recorded in their accounts into euro, at the average of the daily exchange rates published in the C series of the Official Journal of the European Union (ECB website), calculated over the corresponding reporting period.

If no daily euro exchange rate is published in the Official Journal for the currency in question, they must be converted at the average of the monthly accounting exchange rates published on the European Commission website (InforEuro), calculated over the corresponding reporting period.

Beneficiaries with general accounts in euro must convert costs incurred in another currency into euro according to their usual accounting practices.

21.4 Reporting language

The reporting must be in the language of the Agreement, unless otherwise agreed with the granting authority (see Data Sheet, Point 4.2).

21.5 Consequences of non-compliance

If a report submitted does not comply with this Article, the granting authority may suspend the payment deadline (see Article 29) and apply other measures described in Chapter 5.

If the coordinator breaches its reporting obligations, the granting authority may terminate the grant or the coordinator’s participation (see Article 32) or apply other measures described in Chapter 5.

ARTICLE 22 — PAYMENTS AND RECOVERIES — CALCULATION OF AMOUNTS DUE

22.1 Payments and payment arrangements

Payments will be made in accordance with the schedule and modalities set out in the Data Sheet (see Point 4.2).

They will be made in euro to the bank account indicated by the coordinator (see Data Sheet, Point 4.2)

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and must be distributed without unjustified delay (restrictions may apply to distribution of the initial prefinancing payment; see Data Sheet, Point 4.2).

Payments to this bank account will discharge the granting authority from its payment obligation.

The cost of payment transfers will be borne as follows:

- the granting authority bears the cost of transfers charged by its bank

- the beneficiary bears the cost of transfers charged by its bank

- the party causing a repetition of a transfer bears all costs of the repeated transfer.

Payments by the granting authority will be considered to have been carried out on the date when they are debited to its account.

22.2 Recoveries

Recoveries will be made, if — at beneficiary termination, final payment or afterwards — it turns out that the granting authority has paid too much and needs to recover the amounts undue.

The general liability regime for recoveries (first-line liability) is as follows: At final payment, the coordinator will be fully liable for recoveries, even if it has not been the final recipient of the undue amounts. At beneficiary termination or after final payment, recoveries will be made directly against the beneficiaries concerned.

Beneficiaries will be fully liable for repaying the debts of their affiliated entities.

In case of enforced recoveries (see Article 22.4):

- the beneficiaries will be jointly and severally liable for repaying debts of another beneficiary under the Agreement (including late-payment interest), if required by the granting authority (see Data Sheet, Point 4.4)

- affiliated entities will be held liable for repaying debts of their beneficiaries under the Agreement (including late-payment interest), if required by the granting authority (see Data Sheet, Point 4.4).

22.3 Amounts due

22.3.1 Prefinancing payments

The aim of the prefinancing is to provide the beneficiaries with a float.

It remains the property of the EU until the final payment.

For initial prefinancings (if any), the amount due, schedule and modalities are set out in the Data Sheet (see Point 4.2).

For additional prefinancings (if any), the amount due, schedule and modalities are also set out in the Data Sheet (see Point 4.2). However, if the statement on the use of the previous prefinancing payment shows that less than 70% was used, the amount set out in the Data Sheet will be reduced by the difference between the 70% threshold and the amount used.

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Prefinancing payments (or parts of them) may be offset (without the beneficiaries’ consent) against amounts owed by a beneficiary to the granting authority — up to the amount due to that beneficiary.

For grants where the granting authority is the European Commission or an EU executive agency, offsetting may also be done against amounts owed to other Commission services or executive agencies.

Payments will not be made if the payment deadline or payments are suspended (see Articles 29 and 30).

22.3.2 Amount due at beneficiary termination — Recovery

In case of beneficiary termination, the granting authority will determine the provisional amount due for the beneficiary concerned. Payments (if any) will be made with the next interim or final payment.

The amount due will be calculated in the following step:

Step 1 — Calculation of the total accepted EU contribution

Step 1 — Calculation of the total accepted EU contribution

The granting authority will first calculate the ‘accepted EU contribution’ for the beneficiary for all reporting periods, by calculating the ‘maximum EU contribution to costs’ (applying the funding rate to the accepted costs of the beneficiary), taking into account requests for a lower contribution to costs and CFS threshold cappings (if any; see Article 24.5) and adding the contributions (accepted unit, flat-rate or lump sum contributions and financing not linked to costs, if any).

After that, the granting authority will take into account grant reductions (if any). The resulting amount is the ‘total accepted EU contribution’ for the beneficiary.

The balance is then calculated by deducting the payments received (if any; see report on the distribution of payments in Article 32), from the total accepted EU contribution:

{total accepted EU contribution for the beneficiary

minus

{prefinancing and interim payments received (if any)}}.

If the balance is positive, the amount will be included in the next interim or final payment to the consortium.

If the balance is negative, it will be recovered in accordance with the following procedure:

The granting authority will send a pre-information letter to the beneficiary concerned:

- formally notifying the intention to recover, the amount due, the amount to be recovered and the reasons why and

- requesting observations within 30 days of receiving notification.

If no observations are submitted (or the granting authority decides to pursue recovery despite the observations it has received), it will confirm the amount to be recovered and ask this amount to be paid to the coordinator (confirmation letter).

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The amounts will later on also be taken into account for the next interim or final payment.

22.3.3 Interim payments

Interim payments reimburse the eligible costs and contributions claimed for the implementation of the action during the reporting periods (if any).

Interim payments (if any) will be made in accordance with the schedule and modalities set out the Data Sheet (see Point 4.2).

Payment is subject to the approval of the periodic report. Its approval does not imply recognition of compliance, authenticity, completeness or correctness of its content.

The interim payment will be calculated by the granting authority in the following steps:

Step 1 — Calculation of the total accepted EU contribution

Step 2 — Limit to the interim payment ceiling

Step 1 — Calculation of the total accepted EU contribution

The granting authority will calculate the ‘accepted EU contribution’ for the action for the reporting period, by first calculating the ‘maximum EU contribution to costs’ (applying the funding rate to the accepted costs of each beneficiary), taking into account requests for a lower contribution to costs, and CFS threshold cappings (if any; see Article 24.5) and adding the contributions (accepted unit, flat-rate or lump sum contributions and financing not linked to costs, if any).

After that, the granting authority will take into account grant reductions from beneficiary termination (if any). The resulting amount is the ‘total accepted EU contribution’.

Step 2 — Limit to the interim payment ceiling

The resulting amount is then capped to ensure that the total amount of prefinancing and interim payments (if any) does not exceed the interim payment ceiling set out in the Data Sheet (see Point 4.2).

Interim payments (or parts of them) may be offset (without the beneficiaries’ consent) against amounts owed by a beneficiary to the granting authority — up to the amount due to that beneficiary.

For grants where the granting authority is the European Commission or an EU executive agency, offsetting may also be done against amounts owed to other Commission services or executive agencies.

Payments will not be made if the payment deadline or payments are suspended (see Articles 29 and 30).

22.3.4 Final payment — Final grant amount — Revenues and Profit — Recovery

The final payment (payment of the balance) reimburses the remaining part of the eligible costs and contributions claimed for the implementation of the action (if any).

The final payment will be made in accordance with the schedule and modalities set out in the Data Sheet (see Point 4.2).

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Payment is subject to the approval of the final periodic report. Its approval does not imply recognition of compliance, authenticity, completeness or correctness of its content.

The final grant amount for the action will be calculated in the following steps:

Step 1 — Calculation of the total accepted EU contribution

Step 2 — Limit to the maximum grant amount

Step 3 — Reduction due to the no-profit rule

Step 1 — Calculation of the total accepted EU contribution

The granting authority will first calculate the ‘accepted EU contribution’ for the action for all reporting periods, by calculating the ‘maximum EU contribution to costs’ (applying the funding rate to the total accepted costs of each beneficiary), taking into account requests for a lower contribution to costs, CFS threshold cappings (if any; see Article 24.5) and adding the contributions (accepted unit, flat-rate or lump sum contributions and financing not linked to costs, if any).

After that, the granting authority will take into account grant reductions (if any). The resulting amount is the ‘total accepted EU contribution’.

Step 2 — Limit to the maximum grant amount

If the resulting amount is higher than the maximum grant amount set out in Article 5.2, it will be limited to the latter.

Step 3 — Reduction due to the no-profit rule

If the no-profit rule is provided for in the Data Sheet (see Point 4.2), the grant must not produce a profit (i.e. surplus of the amount obtained following Step 2 plus the action’s revenues, over the eligible costs and contributions approved by the granting authority).

‘Revenue’ is all income generated by the action, during its duration (see Article 4), for beneficiaries that are profit legal entities.

If there is a profit, it will be deducted in proportion to the final rate of reimbursement of the eligible costs approved by the granting authority (as compared to the amount calculated following Steps 1 and 2 minus the contributions).

The balance (final payment) is then calculated by deducting the total amount of prefinancing and interim payments already made (if any), from the final grant amount:

{final grant amount

minus

{prefinancing and interim payments made (if any)}}.

If the balance is positive, it will be paid to the coordinator.

The final payment (or part of it) may be offset (without the beneficiaries’ consent) against amounts owed by a beneficiary to the granting authority — up to the amount due to that beneficiary.

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For grants where the granting authority is the European Commission or an EU executive agency, offsetting may also be done against amounts owed to other Commission services or executive agencies.

Payments will not be made if the payment deadline or payments are suspended (see Articles 29 and 30).

If the balance is negative, it will be recovered in accordance with the following procedure:

The granting authority will send a pre-information letter to the coordinator:

- formally notifying the intention to recover, the final grant amount, the amount to be recovered and the reasons why

- requesting observations within 30 days of receiving notification.

If no observations are submitted (or the granting authority decides to pursue recovery despite the observations it has received), it will confirm the amount to be recovered (confirmation letter), together with a debit note with the terms and date for payment.

If payment is not made by the date specified in the debit note, the granting authority will enforce recovery in accordance with Article 22.4.

22.3.5 Audit implementation after final payment — Revised final grant amount — Recovery

If — after the final payment (in particular, after checks, reviews, audits or investigations; see Article 25) — the granting authority rejects costs or contributions (see Article 27) or reduces the grant (see Article 28), it will calculate the revised final grant amount for the beneficiary concerned.

The beneficiary revised final grant amount will be calculated in the following step:

Step 1 — Calculation of the revised total accepted EU contribution

Step 1 — Calculation of the revised total accepted EU contribution

The granting authority will first calculate the ‘revised accepted EU contribution’ for the beneficiary, by calculating the ‘revised accepted costs’ and ‘revised accepted contributions’.

After that, it will take into account grant reductions (if any). The resulting ‘revised total accepted EU contribution’ is the beneficiary revised final grant amount.

If the revised final grant amount is lower than the beneficiary’s final grant amount (i.e. its share in the final grant amount for the action), it will be recovered in accordance with the following procedure:

The beneficiary final grant amount (i.e. share in the final grant amount for the action) is calculated as follows:

{{total accepted EU contribution for the beneficiary

divided by

total accepted EU contribution for the action}

multiplied by

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final grant amount for the action}.

The granting authority will send a pre-information letter to the beneficiary concerned:

- formally notifying the intention to recover, the amount to be recovered and the reasons why and

- requesting observations within 30 days of receiving notification.

If no observations are submitted (or the granting authority decides to pursue recovery despite the observations it has received), it will confirm the amount to be recovered (confirmation letter), together with a debit note with the terms and the date for payment.

Recoveries against affiliated entities (if any) will be handled through their beneficiaries.

If payment is not made by the date specified in the debit note, the granting authority will enforce recovery in accordance with Article 22.4.

22.4 Enforced recovery

If payment is not made by the date specified in the debit note, the amount due will be recovered:

(a) by offsetting the amount — without the coordinator or beneficiary’s consent — against any amounts owed to the coordinator or beneficiary by the granting authority.

In exceptional circumstances, to safeguard the EU financial interests, the amount may be offset before the payment date specified in the debit note.

For grants where the granting authority is the European Commission or an EU executive agency, debts may also be offset against amounts owed by other Commission services or executive agencies.

(b) by drawing on the financial guarantee(s) (if any)

(c) by holding other beneficiaries jointly and severally liable (if any; see Data Sheet, Point 4.4)

(d) by holding affiliated entities jointly and severally liable (if any, see Data Sheet, Point 4.4)

(e) by taking legal action (see Article 43) or, provided that the granting authority is the European Commission or an EU executive agency, by adopting an enforceable decision under Article 299 of the Treaty on the Functioning of the EU (TFEU) and Article 100(2) of EU Financial Regulation 2018/1046.

The amount to be recovered will be increased by late-payment interest at the rate set out in Article 22.5, from the day following the payment date in the debit note, up to and including the date the full payment is received.

Partial payments will be first credited against expenses, charges and late-payment interest and then against the principal.

Bank charges incurred in the recovery process will be borne by the beneficiary, unless Directive 2015/236620 applies.

20 Directive (EU) 2015/2366 of the European Parliament and of the Council of 25 November 2015 on payment

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For grants where the granting authority is an EU executive agency, enforced recovery by offsetting or enforceable decision will be done by the services of the European Commission (see also Article 43).

22.5 Consequences of non-compliance

22.5.1 If the granting authority does not pay within the payment deadlines (see above), the beneficiaries are entitled to late-payment interest at the rate applied by the European Central Bank (ECB) for its main refinancing operations in euros (‘reference rate’), plus the rate specified in the Data Sheet (Point 4.2). The reference rate is the rate in force on the first day of the month in which the payment deadline expires, as published in the C series of the Official Journal of the European Union.

If the late-payment interest is lower than or equal to EUR 200, it will be paid to the coordinator only on request submitted within two months of receiving the late payment.

Late-payment interest is not due if all beneficiaries are EU Member States (including regional and local government authorities or other public bodies acting on behalf of a Member State for the purpose of this Agreement).

If payments or the payment deadline are suspended (see Articles 29 and 30), payment will not be considered as late.

Late-payment interest covers the period running from the day following the due date for payment (see above), up to and including the date of payment.

Late-payment interest is not considered for the purposes of calculating the final grant amount.

22.5.2 If the coordinator breaches any of its obligations under this Article, the grant may be reduced (see Article 28) and the grant or the coordinator may be terminated (see Article 32).

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 23 — GUARANTEES

23.1 Prefinancing guarantee

If required by the granting authority (see Data Sheet, Point 4.2), the beneficiaries must provide (one or more) prefinancing guarantee(s) in accordance with the timing and the amounts set out in the Data Sheet.

The coordinator must submit them to the granting authority in due time before the prefinancing they are linked to.

The guarantees must be drawn up using the template published on the Portal and fulfil the following conditions:

(a) be provided by a bank or approved financial institution established in the EU or — if requested by the coordinator and accepted by the granting authority — by a third party or a bank or financial institution established outside the EU offering equivalent security

services in the internal market, amending Directives 2002/65/EC, 2009/110/EC and 2013/36/EU and Regulation (EU) No 1093/2010, and repealing Directive 2007/64/EC (OJ L 337, 23.12.2015, p. 35).

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(b) the guarantor stands as first-call guarantor and does not require the granting authority to first have recourse against the principal debtor (i.e. the beneficiary concerned) and

(c) remain explicitly in force until the final payment and, if the final payment takes the form of a recovery, until five months after the debit note is notified to a beneficiary.

They will be released within the following month.

23.2 Consequences of non-compliance

If the beneficiaries breach their obligation to provide the prefinancing guarantee, the prefinancing will not be paid.

Such breaches may also lead to other measures described in Chapter 5.

ARTICLE 24 — CERTIFICATES

24.1 Operational verification report (OVR)

Not applicable

24.2 Certificate on the financial statements (CFS)

If required by the granting authority (see Data Sheet, Point 4.3), the beneficiaries must provide certificates on their financial statements (CFS), in accordance with the schedule, threshold and conditions set out in the Data Sheet.

The coordinator must submit them as part of the periodic report (see Article 21).

The certificates must be drawn up using the template published on the Portal, cover the costs declared on the basis of actual costs and costs according to usual cost accounting practices (if any), and fulfil the following conditions:

(a) be provided by a qualified approved external auditor which is independent and complies with Directive 2006/43/EC21 (or for public bodies: by a competent independent public officer)

(b) the verification must be carried out according to the highest professional standards to ensure that the financial statements comply with the provisions under the Agreement and that the costs declared are eligible.

The certificates will not affect the granting authority's right to carry out its own checks, reviews or audits, nor preclude the European Court of Auditors (ECA), the European Public Prosecutor’s Office (EPPO) or the European Anti-Fraud Office (OLAF) from using their prerogatives for audits and investigations under the Agreement (see Article 25).

If the costs (or a part of them) were already audited by the granting authority, these costs do not need to be covered by the certificate and will not be counted for calculating the threshold (if any).

24.3 Certificate on the compliance of usual cost accounting practices (CoMUC)

21 Directive 2006/43/EC of the European Parliament and of the Council of 17 May 2006 on statutory audits of annual accounts and consolidated accounts or similar national regulations (OJ L 157, 9.6.2006, p. 87).

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Not applicable

24.4 Systems and process audit (SPA)

Not applicable

24.5 Consequences of non-compliance

If a beneficiary does not submit a certificate on the financial statements (CFS) or the certificate is rejected, the accepted EU contribution to costs will be capped to reflect the CFS threshold.

If a beneficiary breaches any of its other obligations under this Article, the granting authority may apply the measures described in Chapter 5.

ARTICLE 25 — CHECKS, REVIEWS, AUDITS AND INVESTIGATIONS — EXTENSION OF FINDINGS

25.1 Granting authority checks, reviews and audits

25.1.1 Internal checks

The granting authority may — during the action or afterwards — check the proper implementation of the action and compliance with the obligations under the Agreement, including assessing costs and contributions, deliverables and reports.

25.1.2 Project reviews

The granting authority may carry out reviews on the proper implementation of the action and compliance with the obligations under the Agreement (general project reviews or specific issues reviews).

Such project reviews may be started during the implementation of the action and until the time-limit set out in the Data Sheet (see Point 6). They will be formally notified to the coordinator or beneficiary concerned and will be considered to start on the date of the notification.

If needed, the granting authority may be assisted by independent, outside experts. If it uses outside experts, the coordinator or beneficiary concerned will be informed and have the right to object on grounds of commercial confidentiality or conflict of interest.

The coordinator or beneficiary concerned must cooperate diligently and provide — within the deadline requested — any information and data in addition to deliverables and reports already submitted (including information on the use of resources). The granting authority may request beneficiaries to provide such information to it directly. Sensitive information and documents will be treated in accordance with Article 13.

The coordinator or beneficiary concerned may be requested to participate in meetings, including with the outside experts.

For on-the-spot visits, the beneficiary concerned must allow access to sites and premises (including to the outside experts) and must ensure that information requested is readily available.

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Information provided must be accurate, precise and complete and in the format requested, including electronic format.

On the basis of the review findings, a project review report will be drawn up.

The granting authority will formally notify the project review report to the coordinator or beneficiary concerned, which has 30 days from receiving notification to make observations.

Project reviews (including project review reports) will be in the language of the Agreement, unless otherwise agreed with the granting authority (see Data Sheet, Point 4.2).

25.1.3 Audits

The granting authority may carry out audits on the proper implementation of the action and compliance with the obligations under the Agreement.

Such audits may be started during the implementation of the action and until the time-limit set out in the Data Sheet (see Point 6). They will be formally notified to the beneficiary concerned and will be considered to start on the date of the notification.

The granting authority may use its own audit service, delegate audits to a centralised service or use external audit firms. If it uses an external firm, the beneficiary concerned will be informed and have the right to object on grounds of commercial confidentiality or conflict of interest.

The beneficiary concerned must cooperate diligently and provide — within the deadline requested — any information (including complete accounts, individual salary statements or other personal data) to verify compliance with the Agreement. Sensitive information and documents will be treated in accordance with Article 13.

For on-the-spot visits, the beneficiary concerned must allow access to sites and premises (including for the external audit firm) and must ensure that information requested is readily available.

Information provided must be accurate, precise and complete and in the format requested, including electronic format.

On the basis of the audit findings, a draft audit report will be drawn up.

The auditors will formally notify the draft audit report to the beneficiary concerned, which has 30 days from receiving notification to make observations (contradictory audit procedure).

The final audit report will take into account observations by the beneficiary concerned and will be formally notified to them.

Audits (including audit reports) will be in the language of the Agreement, unless otherwise agreed with the granting authority (see Data Sheet, Point 4.2).

25.2 European Commission checks, reviews and audits in grants of other granting authorities

Where the granting authority is not the European Commission, the latter has the same rights of checks, reviews and audits as the granting authority.

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25.3 Access to records for assessing simplified forms of funding

The beneficiaries must give the European Commission access to their statutory records for the periodic assessment of simplified forms of funding which are used in EU programmes.

25.4 OLAF, EPPO and ECA audits and investigations

The following bodies may also carry out checks, reviews, audits and investigations — during the action or afterwards:

- the European Anti-Fraud Office (OLAF) under Regulations No 883/201322 and No 2185/9623

- the European Public Prosecutor’s Office (EPPO) under Regulation 2017/1939

- the European Court of Auditors (ECA) under Article 287 of the Treaty on the Functioning of the EU (TFEU) and Article 257 of EU Financial Regulation 2018/1046.

If requested by these bodies, the beneficiary concerned must provide full, accurate and complete information in the format requested (including complete accounts, individual salary statements or other personal data, including in electronic format) and allow access to sites and premises for on-the-spot visits or inspections — as provided for under these Regulations.

To this end, the beneficiary concerned must keep all relevant information relating to the action, at least until the time-limit set out in the Data Sheet (Point 6) and, in any case, until any ongoing checks, reviews, audits, investigations, litigation or other pursuits of claims have been concluded.

25.5 Consequences of checks, reviews, audits and investigations — Extension of results of reviews, audits or investigations

25.5.1 Consequences of checks, reviews, audits and investigations in this grant

Findings in checks, reviews, audits or investigations carried out in the context of this grant may lead to rejections (see Article 27), grant reduction (see Article 28) or other measures described in Chapter 5.

Rejections or grant reductions after the final payment will lead to a revised final grant amount (see Article 22).

Findings in checks, reviews, audits or investigations during the action implementation may lead to a request for amendment (see Article 39), to change the description of the action set out in Annex 1.

Checks, reviews, audits or investigations that find systemic or recurrent errors, irregularities, fraud or breach of obligations in any EU grant may also lead to consequences in other EU grants awarded under similar conditions (‘extension to other grants’).

22 Regulation (EU, Euratom) No 883/2013 of the European Parliament and of the Council of 11 September 2013 concerning investigations conducted by the European Anti-Fraud Office (OLAF) and repealing Regulation (EC) No 1073/1999 of the European Parliament and of the Council and Council Regulation (Euratom) No 1074/1999 (OJ L 248, 18/09/2013, p. 1).

23 Council Regulation (Euratom, EC) No 2185/96 of 11 November 1996 concerning on-the-spot checks and inspections carried out by the Commission in order to protect the European Communities' financial interests against fraud and other irregularities (OJ L 292, 15/11/1996, p. 2).

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Moreover, findings arising from an OLAF or EPPO investigation may lead to criminal prosecution under national law.

25.5.2 Extension from other grants

Results of checks, reviews, audits or investigations in other grants may be extended to this grant, if:

(a) the beneficiary concerned is found, in other EU grants awarded under similar conditions, to have committed systemic or recurrent errors, irregularities, fraud or breach of obligations that have a material impact on this grant and

(b) those findings are formally notified to the beneficiary concerned — together with the list of grants affected by the findings — within the time-limit for audits set out in the Data Sheet (see Point 6).

The granting authority will formally notify the beneficiary concerned of the intention to extend the findings and the list of grants affected.

If the extension concerns rejections of costs or contributions: the notification will include:

(a) an invitation to submit observations on the list of grants affected by the findings

(b) the request to submit revised financial statements for all grants affected

(c) the correction rate for extrapolation, established on the basis of the systemic or recurrent errors, to calculate the amounts to be rejected, if the beneficiary concerned:

(i) considers that the submission of revised financial statements is not possible or practicable or

(ii) does not submit revised financial statements.

If the extension concerns grant reductions: the notification will include:

(a) an invitation to submit observations on the list of grants affected by the findings and

(b) the correction rate for extrapolation, established on the basis of the systemic or recurrent errors and the principle of proportionality.

The beneficiary concerned has 60 days from receiving notification to submit observations, revised financial statements or to propose a duly substantiated alternative correction method/rate.

On the basis of this, the granting authority will analyse the impact and decide on the implementation (i.e. start rejection or grant reduction procedures, either on the basis of the revised financial statements or the announced/alternative method/rate or a mix of those; see Articles 27 and 28).

25.6 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, costs or contributions insufficiently substantiated will be ineligible (see Article 6) and will be rejected (see Article 27), and the grant may be reduced (see Article 28).

Such breaches may also lead to other measures described in Chapter 5.

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ARTICLE 26 — IMPACT EVALUATIONS

26.1 Impact evaluation

The granting authority may carry out impact evaluations of the action, measured against the objectives and indicators of the EU programme funding the grant.

Such evaluations may be started during implementation of the action and until the time-limit set out in the Data Sheet (see Point 6). They will be formally notified to the coordinator or beneficiaries and will be considered to start on the date of the notification.

If needed, the granting authority may be assisted by independent outside experts.

The coordinator or beneficiaries must provide any information relevant to evaluate the impact of the action, including information in electronic format.

26.2 Consequences of non-compliance

If a beneficiary breaches any of its obligations under this Article, the granting authority may apply the measures described in Chapter 5.

CHAPTER 5 CONSEQUENCES OF NON-COMPLIANCE

SECTION 1 REJECTIONS AND GRANT REDUCTION

ARTICLE 27 — REJECTION OF COSTS AND CONTRIBUTIONS

27.1 Conditions

The granting authority will — at beneficiary termination, interim payment, final payment or afterwards — reject any costs or contributions which are ineligible (see Article 6), in particular following checks, reviews, audits or investigations (see Article 25).

The rejection may also be based on the extension of findings from other grants to this grant (see Article 25).

Ineligible costs or contributions will be rejected.

27.2 Procedure

If the rejection does not lead to a recovery, the granting authority will formally notify the coordinator or beneficiary concerned of the rejection, the amounts and the reasons why. The coordinator or beneficiary concerned may — within 30 days of receiving notification — submit observations if it disagrees with the rejection (payment review procedure).

If the rejection leads to a recovery, the granting authority will follow the contradictory procedure with pre-information letter set out in Article 22.

27.3 Effects

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If the granting authority rejects costs or contributions, it will deduct them from the costs or contributions declared and then calculate the amount due (and, if needed, make a recovery; see Article 22).

ARTICLE 28 — GRANT REDUCTION

28.1 Conditions

The granting authority may — at beneficiary termination, final payment or afterwards — reduce the grant for a beneficiary, if:

(a) the beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed:

(i) substantial errors, irregularities or fraud or

(ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.), or

(b) the beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant (see Article 25).

The amount of the reduction will be calculated for each beneficiary concerned and proportionate to the seriousness and the duration of the errors, irregularities or fraud or breach of obligations, by applying an individual reduction rate to their accepted EU contribution.

28.2 Procedure

If the grant reduction does not lead to a recovery, the granting authority will formally notify the coordinator or beneficiary concerned of the reduction, the amount to be reduced and the reasons why. The coordinator or beneficiary concerned may — within 30 days of receiving notification — submit observations if it disagrees with the reduction (payment review procedure).

If the grant reduction leads to a recovery, the granting authority will follow the contradictory procedure with pre-information letter set out in Article 22.

28.3 Effects

If the granting authority reduces the grant, it will deduct the reduction and then calculate the amount due (and, if needed, make a recovery; see Article 22).

SECTION 2 SUSPENSION AND TERMINATION

ARTICLE 29 — PAYMENT DEADLINE SUSPENSION

29.1 Conditions

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The granting authority may — at any moment — suspend the payment deadline if a payment cannot be processed because:

(a) the required report (see Article 21) has not been submitted or is not complete or additional information is needed

(b) there are doubts about the amount to be paid (e.g. ongoing audit extension procedure, queries about eligibility, need for a grant reduction, etc.) and additional checks, reviews, audits or investigations are necessary, or

(c) there are other issues affecting the EU financial interests.

29.2 Procedure

The granting authority will formally notify the coordinator of the suspension and the reasons why.

The suspension will take effect the day the notification is sent.

If the conditions for suspending the payment deadline are no longer met, the suspension will be lifted — and the remaining time to pay (see Data Sheet, Point 4.2) will resume.

If the suspension exceeds two months, the coordinator may request the granting authority to confirm if the suspension will continue.

If the payment deadline has been suspended due to the non-compliance of the report and the revised report is not submitted (or was submitted but is also rejected), the granting authority may also terminate the grant or the participation of the coordinator (see Article 32).

ARTICLE 30 — PAYMENT SUSPENSION

30.1 Conditions

The granting authority may — at any moment — suspend payments, in whole or in part for one or more beneficiaries, if:

(a) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed or is suspected of having committed:

(i) substantial errors, irregularities or fraud or

(ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.), or

(b) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant.

If payments are suspended for one or more beneficiaries, the granting authority will make partial

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payment(s) for the part(s) not suspended. If suspension concerns the final payment, the payment (or recovery) of the remaining amount after suspension is lifted will be considered to be the payment that closes the action.

30.2 Procedure

Before suspending payments, the granting authority will send a pre-information letter to the beneficiary concerned:

- formally notifying the intention to suspend payments and the reasons why and

- requesting observations within 30 days of receiving notification.

If the granting authority does not receive observations or decides to pursue the procedure despite the observations it has received, it will confirm the suspension (confirmation letter). Otherwise, it will formally notify that the procedure is discontinued.

At the end of the suspension procedure, the granting authority will also inform the coordinator.

The suspension will take effect the day after the confirmation notification is sent.

If the conditions for resuming payments are met, the suspension will be lifted. The granting authority will formally notify the beneficiary concerned (and the coordinator) and set the suspension end date.

During the suspension, no prefinancing will be paid to the beneficiaries concerned. For interim payments, the periodic reports for all reporting periods except the last one (see Article 21) must not contain any financial statements from the beneficiary concerned (or its affiliated entities). The coordinator must include them in the next periodic report after the suspension is lifted or — if suspension is not lifted before the end of the action — in the last periodic report.

ARTICLE 31 — GRANT AGREEMENT SUSPENSION

31.1 Consortium-requested GA suspension

31.1.1 Conditions and procedure

The beneficiaries may request the suspension of the grant or any part of it, if exceptional circumstances — in particular force majeure (see Article 35) — make implementation impossible or excessively difficult.

The coordinator must submit a request for amendment (see Article 39), with:

- the reasons why

- the date the suspension takes effect; this date may be before the date of the submission of the amendment request and

- the expected date of resumption.

The suspension will take effect on the day specified in the amendment.

Once circumstances allow for implementation to resume, the coordinator must immediately request

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another amendment of the Agreement to set the suspension end date, the resumption date (one day after suspension end date), extend the duration and make other changes necessary to adapt the action to the new situation (see Article 39) — unless the grant has been terminated (see Article 32). The suspension will be lifted with effect from the suspension end date set out in the amendment. This date may be before the date of the submission of the amendment request.

During the suspension, no prefinancing will be paid. Costs incurred or contributions for activities implemented during grant suspension are not eligible (see Article 6.3).

31.2 EU-initiated GA suspension

31.2.1 Conditions

The granting authority may suspend the grant or any part of it, if:

(a) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed or is suspected of having committed:

(i) substantial errors, irregularities or fraud or

(ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.), or

(b) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant

(c) other:

(i) linked action issues: not applicable

(ii) additional GA suspension grounds: not applicable.

31.2.2 Procedure

Before suspending the grant, the granting authority will send a pre-information letter to the coordinator:

- formally notifying the intention to suspend the grant and the reasons why and

- requesting observations within 30 days of receiving notification.

If the granting authority does not receive observations or decides to pursue the procedure despite the observations it has received, it will confirm the suspension (confirmation letter). Otherwise, it will formally notify that the procedure is discontinued.

The suspension will take effect the day after the confirmation notification is sent (or on a later date specified in the notification).

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Once the conditions for resuming implementation of the action are met, the granting authority will formally notify the coordinator a lifting of suspension letter, in which it will set the suspension end date and invite the coordinator to request an amendment of the Agreement to set the resumption date (one day after suspension end date), extend the duration and make other changes necessary to adapt the action to the new situation (see Article 39) — unless the grant has been terminated (see Article 32). The suspension will be lifted with effect from the suspension end date set out in the lifting of suspension letter. This date may be before the date on which the letter is sent.

During the suspension, no prefinancing will be paid. Costs incurred or contributions for activities implemented during suspension are not eligible (see Article 6.3).

The beneficiaries may not claim damages due to suspension by the granting authority (see Article 33).

Grant suspension does not affect the granting authority’s right to terminate the grant or a beneficiary (see Article 32) or reduce the grant (see Article 28).

ARTICLE 32 — GRANT AGREEMENT OR BENEFICIARY TERMINATION

32.1 Consortium-requested GA termination

32.1.1 Conditions and procedure

The beneficiaries may request the termination of the grant.

The coordinator must submit a request for amendment (see Article 39), with:

- the reasons why

- the date the consortium ends work on the action (‘end of work date’) and

- the date the termination takes effect (‘termination date’); this date must be after the date of the submission of the amendment request.

The termination will take effect on the termination date specified in the amendment.

If no reasons are given or if the granting authority considers the reasons do not justify termination, it may consider the grant terminated improperly.

32.1.2 Effects

The coordinator must — within 60 days from when termination takes effect — submit a periodic report (for the open reporting period until termination).

The granting authority will calculate the final grant amount and final payment on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before the end of work date (see Article 22). Costs relating to contracts due for execution only after the end of work are not eligible.

If the granting authority does not receive the report within the deadline, only costs and contributions which are included in an approved periodic report will be taken into account (no costs/contributions if no periodic report was ever approved).

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Improper termination may lead to a grant reduction (see Article 28).

After termination, the beneficiaries’ obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply.

32.2 Consortium-requested beneficiary termination

32.2.1 Conditions and procedure

The coordinator may request the termination of the participation of one or more beneficiaries, on request of the beneficiary concerned or on behalf of the other beneficiaries.

The coordinator must submit a request for amendment (see Article 39), with:

- the reasons why

- the opinion of the beneficiary concerned (or proof that this opinion has been requested in writing)

- the date the beneficiary ends work on the action (‘end of work date’)

- the date the termination takes effect (‘termination date’); this date must be after the date of the submission of the amendment request.

If the termination concerns the coordinator and is done without its agreement, the amendment request must be submitted by another beneficiary (acting on behalf of the consortium).

The termination will take effect on the termination date specified in the amendment.

If no information is given or if the granting authority considers that the reasons do not justify termination, it may consider the beneficiary to have been terminated improperly.

32.2.2 Effects

The coordinator must — within 60 days from when termination takes effect — submit:

(i) a report on the distribution of payments to the beneficiary concerned

(ii) a termination report from the beneficiary concerned, for the open reporting period until termination, containing an overview of the progress of the work, the financial statement, the explanation on the use of resources, and, if applicable, the certificate on the financial statement (CFS; see Articles 21 and 24.2 and Data Sheet, Point 4.3)

(iii) a second request for amendment (see Article 39) with other amendments needed (e.g. reallocation of the tasks and the estimated budget of the terminated beneficiary; addition of a new beneficiary to replace the terminated beneficiary; change of coordinator, etc.).

The granting authority will calculate the amount due to the beneficiary on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before the end of work date (see Article 22). Costs relating to contracts due for execution only after the end of work are not eligible.

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The information in the termination report must also be included in the periodic report for the next reporting period (see Article 21).

If the granting authority does not receive the termination report within the deadline, only costs and contributions which are included in an approved periodic report will be taken into account (no costs/ contributions if no periodic report was ever approved).

If the granting authority does not receive the report on the distribution of payments within the deadline, it will consider that:

- the coordinator did not distribute any payment to the beneficiary concerned and that

- the beneficiary concerned must not repay any amount to the coordinator.

If the second request for amendment is accepted by the granting authority, the Agreement is amended to introduce the necessary changes (see Article 39).

If the second request for amendment is rejected by the granting authority (because it calls into question the decision awarding the grant or breaches the principle of equal treatment of applicants), the grant may be terminated (see Article 32).

Improper termination may lead to a reduction of the grant (see Article 31) or grant termination (see Article 32).

After termination, the concerned beneficiary’s obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply.

32.3 EU-initiated GA or beneficiary termination

32.3.1 Conditions

The granting authority may terminate the grant or the participation of one or more beneficiaries, if:

(a) one or more beneficiaries do not accede to the Agreement (see Article 40)

(b) a change to the action or the legal, financial, technical, organisational or ownership situation of a beneficiary is likely to substantially affect the implementation of the action or calls into question the decision to award the grant (including changes linked to one of the exclusion grounds listed in the declaration of honour)

(c) following termination of one or more beneficiaries, the necessary changes to the Agreement (and their impact on the action) would call into question the decision awarding the grant or breach the principle of equal treatment of applicants

(d) implementation of the action has become impossible or the changes necessary for its continuation would call into question the decision awarding the grant or breach the principle of equal treatment of applicants

(e) a beneficiary (or person with unlimited liability for its debts) is subject to bankruptcy

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proceedings or similar (including insolvency, winding-up, administration by a liquidator or court, arrangement with creditors, suspension of business activities, etc.)

(f) a beneficiary (or person with unlimited liability for its debts) is in breach of social security or tax obligations

(g) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has been found guilty of grave professional misconduct

(h) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed fraud, corruption, or is involved in a criminal organisation, money laundering, terrorism-related crimes (including terrorism financing), child labour or human trafficking

(i) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) was created under a different jurisdiction with the intent to circumvent fiscal, social or other legal obligations in the country of origin (or created another entity with this purpose)

(j) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed:

(i) substantial errors, irregularities or fraud or

(ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.)

(k) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant (extension of findings from other grants to this grant; see Article 25)

(l) despite a specific request by the granting authority, a beneficiary does not request — through the coordinator — an amendment to the Agreement to end the participation of one of its affiliated entities or associated partners that is in one of the situations under points (d), (f), (e), (g), (h), (i) or (j) and to reallocate its tasks, or

(m) other:

(i) linked action issues: not applicable

(ii) additional GA termination grounds: not applicable.

32.3.2 Procedure

Before terminating the grant or participation of one or more beneficiaries, the granting authority will send a pre-information letter to the coordinator or beneficiary concerned:

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- formally notifying the intention to terminate and the reasons why and

- requesting observations within 30 days of receiving notification.

If the granting authority does not receive observations or decides to pursue the procedure despite the observations it has received, it will confirm the termination and the date it will take effect (confirmation letter). Otherwise, it will formally notify that the procedure is discontinued.

For beneficiary terminations, the granting authority will — at the end of the procedure — also inform the coordinator.

The termination will take effect the day after the confirmation notification is sent (or on a later date specified in the notification; ‘termination date’).

32.3.3 Effects

(a) for GA termination:

The coordinator must — within 60 days from when termination takes effect — submit a periodic report (for the last open reporting period until termination).

The granting authority will calculate the final grant amount and final payment on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before termination takes effect (see Article 22). Costs relating to contracts due for execution only after termination are not eligible.

If the grant is terminated for breach of the obligation to submit reports, the coordinator may not submit any report after termination.

If the granting authority does not receive the report within the deadline, only costs and contributions which are included in an approved periodic report will be taken into account (no costs/contributions if no periodic report was ever approved).

Termination does not affect the granting authority’s right to reduce the grant (see Article 28) or to impose administrative sanctions (see Article 34).

The beneficiaries may not claim damages due to termination by the granting authority (see Article 33).

After termination, the beneficiaries’ obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply.

(b) for beneficiary termination:

The coordinator must — within 60 days from when termination takes effect — submit:

(i) a report on the distribution of payments to the beneficiary concerned

(ii) a termination report from the beneficiary concerned, for the open reporting period until termination, containing an overview of the progress of the work, the financial

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statement, the explanation on the use of resources, and, if applicable, the certificate on the financial statement (CFS; see Articles 21 and 24.2 and Data Sheet, Point 4.3)

(iii) a request for amendment (see Article 39) with any amendments needed (e.g. reallocation of the tasks and the estimated budget of the terminated beneficiary; addition of a new beneficiary to replace the terminated beneficiary; change of coordinator, etc.).

The granting authority will calculate the amount due to the beneficiary on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before termination takes effect (see Article 22). Costs relating to contracts due for execution only after termination are not eligible.

The information in the termination report must also be included in the periodic report for the next reporting period (see Article 21).

If the granting authority does not receive the termination report within the deadline, only costs and contributions included in an approved periodic report will be taken into account (no costs/ contributions if no periodic report was ever approved).

If the granting authority does not receive the report on the distribution of payments within the deadline, it will consider that:

- the coordinator did not distribute any payment to the beneficiary concerned and that

- the beneficiary concerned must not repay any amount to the coordinator.

If the request for amendment is accepted by the granting authority, the Agreement is amended to introduce the necessary changes (see Article 39).

If the request for amendment is rejected by the granting authority (because it calls into question the decision awarding the grant or breaches the principle of equal treatment of applicants), the grant may be terminated (see Article 32).

After termination, the concerned beneficiary’s obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply.

SECTION 3 OTHER CONSEQUENCES: DAMAGES AND ADMINISTRATIVE SANCTIONS

ARTICLE 33 — DAMAGES

33.1 Liability of the granting authority

The granting authority cannot be held liable for any damage caused to the beneficiaries or to third parties as a consequence of the implementation of the Agreement, including for gross negligence.

The granting authority cannot be held liable for any damage caused by any of the beneficiaries or other participants involved in the action, as a consequence of the implementation of the Agreement.

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33.2 Liability of the beneficiaries

The beneficiaries must compensate the granting authority for any damage it sustains as a result of the implementation of the action or because the action was not implemented in full compliance with the Agreement, provided that it was caused by gross negligence or wilful act.

The liability does not extend to indirect or consequential losses or similar damage (such as loss of profit, loss of revenue or loss of contracts), provided such damage was not caused by wilful act or by a breach of confidentiality.

ARTICLE 34 — ADMINISTRATIVE SANCTIONS AND OTHER MEASURES

Nothing in this Agreement may be construed as preventing the adoption of administrative sanctions (i.e. exclusion from EU award procedures and/or financial penalties) or other public law measures, in addition or as an alternative to the contractual measures provided under this Agreement (see, for instance, Articles 135 to 145 EU Financial Regulation 2018/1046 and Articles 4 and 7 of Regulation 2988/9524).

SECTION 4 FORCE MAJEURE

ARTICLE 35 — FORCE MAJEURE

A party prevented by force majeure from fulfilling its obligations under the Agreement cannot be considered in breach of them.

‘Force majeure’ means any situation or event that:

- prevents either party from fulfilling their obligations under the Agreement,

- was unforeseeable, exceptional situation and beyond the parties’ control,

- was not due to error or negligence on their part (or on the part of other participants involved in the action), and

- proves to be inevitable in spite of exercising all due diligence.

Any situation constituting force majeure must be formally notified to the other party without delay, stating the nature, likely duration and foreseeable effects.

The parties must immediately take all the necessary steps to limit any damage due to force majeure and do their best to resume implementation of the action as soon as possible.

CHAPTER 6 FINAL PROVISIONS

ARTICLE 36 — COMMUNICATION BETWEEN THE PARTIES

36.1 Forms and means of communication — Electronic management

24 Council Regulation (EC, Euratom) No 2988/95 of 18 December 1995 on the protection of the European Communities financial interests (OJ L 312, 23.12.1995, p. 1).

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EU grants are managed fully electronically through the EU Funding & Tenders Portal (‘Portal’).

All communications must be made electronically through the Portal, in accordance with the Portal Terms and Conditions and using the forms and templates provided there (except if explicitly instructed otherwise by the granting authority).

Communications must be made in writing and clearly identify the grant agreement (project number and acronym).

Communications must be made by persons authorised according to the Portal Terms and Conditions. For naming the authorised persons, each beneficiary must have designated — before the signature of this Agreement — a ‘legal entity appointed representative (LEAR)’. The role and tasks of the LEAR are stipulated in their appointment letter (see Portal Terms and Conditions).

If the electronic exchange system is temporarily unavailable, instructions will be given on the Portal.

36.2 Date of communication

The sending date for communications made through the Portal will be the date and time of sending, as indicated by the time logs.

The receiving date for communications made through the Portal will be the date and time the communication is accessed, as indicated by the time logs. Formal notifications that have not been accessed within 10 days after sending, will be considered to have been accessed (see Portal Terms and Conditions).

If a communication is exceptionally made on paper (by e-mail or postal service), general principles apply (i.e. date of sending/receipt). Formal notifications by registered post with proof of delivery will be considered to have been received either on the delivery date registered by the postal service or the deadline for collection at the post office.

If the electronic exchange system is temporarily unavailable, the sending party cannot be considered in breach of its obligation to send a communication within a specified deadline.

36.3 Addresses for communication

The Portal can be accessed via the Europa website.

The address for paper communications to the granting authority (if exceptionally allowed) is the official mailing address indicated on its website.

For beneficiaries, it is the legal address specified in the Portal Participant Register.

ARTICLE 37 — INTERPRETATION OF THE AGREEMENT

The provisions in the Data Sheet take precedence over the rest of the Terms and Conditions of the Agreement.

Annex 5 takes precedence over the Terms and Conditions; the Terms and Conditions take precedence over the Annexes other than Annex 5.

Annex 2 takes precedence over Annex 1.

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ARTICLE 38 — CALCULATION OF PERIODS AND DEADLINES

In accordance with Regulation No 1182/7125, periods expressed in days, months or years are calculated from the moment the triggering event occurs.

The day during which that event occurs is not considered as falling within the period.

‘Days’ means calendar days, not working days.

ARTICLE 39 — AMENDMENTS

39.1 Conditions

The Agreement may be amended, unless the amendment entails changes to the Agreement which would call into question the decision awarding the grant or breach the principle of equal treatment of applicants.

Amendments may be requested by any of the parties.

39.2 Procedure

The party requesting an amendment must submit a request for amendment signed directly in the Portal Amendment tool.

The coordinator submits and receives requests for amendment on behalf of the beneficiaries (see Annex 3). If a change of coordinator is requested without its agreement, the submission must be done by another beneficiary (acting on behalf of the other beneficiaries).

The request for amendment must include:

- the reasons why

- the appropriate supporting documents and

- for a change of coordinator without its agreement: the opinion of the coordinator (or proof that this opinion has been requested in writing).

The granting authority may request additional information.

If the party receiving the request agrees, it must sign the amendment in the tool within 45 days of receiving notification (or any additional information the granting authority has requested). If it does not agree, it must formally notify its disagreement within the same deadline. The deadline may be extended, if necessary for the assessment of the request. If no notification is received within the deadline, the request is considered to have been rejected.

An amendment enters into force on the day of the signature of the receiving party.

An amendment takes effect on the date of entry into force or other date specified in the amendment.

25 Regulation (EEC, Euratom) No 1182/71 of the Council of 3 June 1971 determining the rules applicable to periods, dates and time-limits (OJ L 124, 8/6/1971, p. 1).

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ARTICLE 40 — ACCESSION AND ADDITION OF NEW BENEFICIARIES

40.1 Accession of the beneficiaries mentioned in the Preamble

The beneficiaries which are not coordinator must accede to the grant by signing the accession form (see Annex 3) directly in the Portal Grant Preparation tool, within 30 days after the entry into force of the Agreement (see Article 44).

They will assume the rights and obligations under the Agreement with effect from the date of its entry into force (see Article 44).

If a beneficiary does not accede to the grant within the above deadline, the coordinator must — within 30 days — request an amendment (see Article 39) to terminate the beneficiary and make any changes necessary to ensure proper implementation of the action. This does not affect the granting authority’s right to terminate the grant (see Article 32).

40.2 Addition of new beneficiaries

In justified cases, the beneficiaries may request the addition of a new beneficiary.

For this purpose, the coordinator must submit a request for amendment in accordance with Article 39. It must include an accession form (see Annex 3) signed by the new beneficiary directly in the Portal Amendment tool.

New beneficiaries will assume the rights and obligations under the Agreement with effect from the date of their accession specified in the accession form (see Annex 3).

Additions are also possible in mono-beneficiary grants.

ARTICLE 41 — TRANSFER OF THE AGREEMENT

In justified cases, the beneficiary of a mono-beneficiary grant may request the transfer of the grant to a new beneficiary, provided that this would not call into question the decision awarding the grant or breach the principle of equal treatment of applicants.

The beneficiary must submit a request for amendment (see Article 39), with

- the reasons why

- the accession form (see Annex 3) signed by the new beneficiary directly in the Portal Amendment tool and

- additional supporting documents (if required by the granting authority).

The new beneficiary will assume the rights and obligations under the Agreement with effect from the date of accession specified in the accession form (see Annex 3).

ARTICLE 42 — ASSIGNMENTS OF CLAIMS FOR PAYMENT AGAINST THE GRANTING AUTHORITY

The beneficiaries may not assign any of their claims for payment against the granting authority to

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any third party, except if expressly approved in writing by the granting authority on the basis of a reasoned, written request by the coordinator (on behalf of the beneficiary concerned).

If the granting authority has not accepted the assignment or if the terms of it are not observed, the assignment will have no effect on it.

In no circumstances will an assignment release the beneficiaries from their obligations towards the granting authority.

ARTICLE 43 — APPLICABLE LAW AND SETTLEMENT OF DISPUTES

43.1 Applicable law

The Agreement is governed by the applicable EU law, supplemented if necessary by the law of Belgium.

Special rules may apply for beneficiaries which are international organisations (if any; see Data Sheet, Point 5).

43.2 Dispute settlement

If a dispute concerns the interpretation, application or validity of the Agreement, the parties must bring action before the EU General Court — or, on appeal, the EU Court of Justice — under Article 272 of the Treaty on the Functioning of the EU (TFEU).

For non-EU beneficiaries (if any), such disputes must be brought before the courts of Brussels, Belgium — unless an international agreement provides for the enforceability of EU court judgements.

For beneficiaries with arbitration as special dispute settlement forum (if any; see Data Sheet, Point 5), the dispute will — in the absence of an amicable settlement — be settled in accordance with the Rules for Arbitration published on the Portal.

If a dispute concerns administrative sanctions, offsetting or an enforceable decision under Article 299 TFEU (see Articles 22 and 34), the beneficiaries must bring action before the General Court — or, on appeal, the Court of Justice — under Article 263 TFEU.

For grants where the granting authority is an EU executive agency (see Preamble), actions against offsetting and enforceable decisions must be brought against the European Commission (not against the granting authority; see also Article 22).

ARTICLE 44 — ENTRY INTO FORCE

The Agreement will enter into force on the day of signature by the granting authority or the coordinator, depending on which is later.

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SIGNATURES

For the coordinator For the granting authority

[--TGSMark#signature-881163036_75_210--] [--TGSMark#signature-service_75_210--]

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ANNEX 1

EU4Health Programme (EU4H)

Description of the action (DoA)

Part A

Part B

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DESCRIPTION OF THE ACTION (PART A)

COVER PAGE

Part A of the Description of the Action (DoA) must be completed directly on the Portal Grant Preparation screens.

PROJECT

Grant Preparation (General Information screen) — Enter the info.

Project number: 101162928

Project name: Mental Health Together

Project acronym: MENTOR

Call: EU4H-2023-JA-2-IBA

Topic: EU4H-2023-JA-2-IBA-04

Type of action: EU4H-PJG

Service: HADEA/A/01

Project starting date: fixed date: 1 September 2024

Project duration: 36 months

TABLE OF CONTENTS

Project summary ......................................................................................................................................................3

List of participants .................................................................................................................................................. 3

List of work packages .............................................................................................................................................6

Staff effort ............................................................................................................................................................. 14

List of deliverables ................................................................................................................................................16

List of milestones (outputs/outcomes) .................................................................................................................. 31

List of critical risks ............................................................................................................................................... 34

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PROJECT SUMMARY

Project summary

Grant Preparation (General Information screen) — Provide an overall description of your project (including context and overall objectives, planned activities and main achievements, and expected results and impacts (on target groups, change procedures, capacities, innovation etc)). This summary should give readers a clear idea of what your project is about.

Use the project summary from your proposal.

Following the EU Communication on a Comprehensive Approach to mental health, MENTOR contributes to reduce the burden of mental ill-health and promote good mental health and well-being, planning activities addressed both to the general population and to people suffering from mental issues to have an impact at the policy and practice level in Europe in several ways. Thus, MENTOR aims at promoting mental health by sharing experiences from the political to the clinical professional sphere, incorporating evidence-based best practices and adapting initiatives to achieve long- term sustainability of promoting mental health and well-being both at personal and population level. MENTOR works at addressing needs like equitable access to care for people with mental health conditions, reduction of stigma, recovery and inclusion by implementing shared guidelines for consideration of mental health in all policies, identifying evidence-based guidelines for promotion and prevention interventions targeted to young people and vulnerable groups in general population, supporting recovery-oriented and inclusive practice in the care of people with a mental health condition, and implementing personalized and comprehensive approaches to mental health. MENTOR will deliver specific activities focused on people in need (displaced citizens from Ukraine, PLE, youths with adverse living conditions), for instance developing the methodologic frame and standard for inclusive mental health policy and then creating best practise examples in different communities, the activities is planned to be wide spectrum from seminars and lectures which are taking place in real life setting in community to PLE training groups and digital solutions. In response to the urgent need to validate ethical, effective, safe, sustainable, trustworthy digital tools, MENTORS aims to endorse a set of standards for monitoring mental health and wellbeing and implement preventative and promotion actions by digital solutions. MENTOR is fully aligned with and complements public health strategies as well as other on-going investments and capacity building initiatives. Planned activities have potential to exert a substantial impact and results are efficiency oriented on several key mental health issues across member states and should attract interest from many countries as mental health is a priority in global action scope.

LIST OF PARTICIPANTS

PARTICIPANTS

Grant Preparation (Beneficiaries screen) — Enter the info.

Number Role Short name Legal name Country PIC

1 COO RPNC VALSTS SIA RIGAS PSIHIATRIJAS UN NARKOLOGIJAS CENTRS

LV 881163036

2 BEN SHSO-MHS ORGANISMOS KRATIKON YPIRESION YGEIAS CY 891074787

3 BEN RSD REGION SYDDANMARK DK 999602073

4 BEN MOSA SOTSIAALMINISTEERIUM EE 998429731

5 BEN THL TERVEYDEN JA HYVINVOINNIN LAITOS FI 996697893

6 BEN FR-MOH MINISTERE DE LA SANTE ET DE LA PREVENTION

FR 998887377

7 BEN BzGA BUNDESZENTRALE FUR GESUNDHEITLICHE AUFKLARUNG

DE 998190723

7.1 AE ULEI UNIVERSITAET LEIPZIG DE 999854564

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PARTICIPANTS

Grant Preparation (Beneficiaries screen) — Enter the info.

Number Role Short name Legal name Country PIC

7.2 AE SB FREIE HANSESTADT BREMEN DE 998928796

8 BEN NNGYK NEMZETI NEPEGESZSEGUGYI ES GYOGYSZERESZETI KOZPONT

HU 998706957

8.1 AE OKFŐ ORSZAGOS KORHAZI FOIGAZGATOSAG HU 891516331

8.2 AE BCH MAGYARORSZAGI REFORMATUS EGYHAZ BETHESDA GYERMEKKORHAZA

HU 918286488

9 BEN DOHI LANDLAEKNIS EMBAETTID IS 955430213

9.1 AE PHCI HEILSUGAESLA HOFUDBORGARSVAEDISINS IS 917819724

9.2 AE NUHI LANDSPITALI UNIVERSITY HOSPITAL IS 999821390

10 BEN ISS ISTITUTO SUPERIORE DI SANITA IT 999978821

10.1 AE PROMIS AZIENDA ULSS 4 VENETO ORIENTALE IT 953342870

10.2 AE ASL TORINO AZIENDA SANITARIA LOCALE CITTA DI TORINO

IT 899690036

10.3 AE UniMiBI UNIVERSITA' DEGLI STUDI DI MILANO- BICOCCA

IT 999923531

11 BEN SAM LT LIETUVOS RESPUBLIKOS SVEIKATOS APSAUGOS MINISTERIJA

LT 933839468

12 BEN RIVM RIJKSINSTITUUT VOOR VOLKSGEZONDHEID EN MILIEU

NL 999991431

12.1 AE TRIMBOS STICHTING TRIMBOS- INSTITUUT, NETHERLANDS INSTITUTE OF MENTAL HEALTH AND ADDICTION

NL 998923073

13 BEN NIPH FOLKEHELSEINSTITUTTET NO 999478883

13.1 AE SSB STATISTISK SENTRALBYRAA NO 999456379

14 BEN NHF NARODOWY FUNDUSZ ZDROWIA PL 998161332

15 BEN NCMHFAD CENTRUL NATIONAL DE SANATATE MINTALA SI LUPTA ANTODROG

RO 933059685

16 BEN NIJZ NACIONALNI INSTITUT ZA JAVNO ZDRAVJE SI 948891346

17 BEN BIOSISTEMAK ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN EN SISTEMAS DE SALUD-BIOSISTEMAK

ES 955006420

17.1 AE GENCAT DEPARTAMENT DE SALUT - GENERALITAT DE CATALUNYA

ES 999826919

17.2 AE FRCB-IDIBAPS FUNDACIO DE RECERCA CLINIC BARCELONA-INSTITUT D INVESTIGACIONS BIOMEDIQUES AUGUST PI I SUNYER

ES 999477525

17.3 AE ICO INSTITUT CATALA D'ONCOLOGIA ES 998420031

17.4 AE IDIVAL FUNDACION INSTITUTO DE INVESTIGACION MARQUES DE VALDECILLA

ES 946556944

17.5 AE FFIS FUNDACION PARA LA FORMACION E ES 962632463

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PARTICIPANTS

Grant Preparation (Beneficiaries screen) — Enter the info.

Number Role Short name Legal name Country PIC INVESTIGACION SANITARIAS DE LA REGION DE MURCIA

17.6 AE SMS SERVICIO MURCIANO DE SALUD ES 934953804

17.7 AE SAS SERVICIO ANDALUZ DE SALUD ES 998853621

17.8 AE FUNDESALUD FUNDACION PARA LA FORMACION E INVESTIGACION DE LOS PROFESIONALES DE LASALUD DE EXTREMADURA FUNDESALUD

ES 932288729

18 BEN PHAS FOLKHALSOMYNDIGHETEN SE 949789954

19 BEN PHC STATE INSTITUTION PUBLIC HEALTH CENTER OF THE MINISTRY OF HEALTH OF UKRAINE

UA 906650465

20 AP DISA MINISTERE DE LA SANTE ET DE LA SECURITE SOCIALE

LU 998888153

21 AP MHB MEDIZINISCHE HOCHSCHULE BRANDENBURG CAMPUS GMBH

DE 898913260

22 AP LOMBARDIA REGIONE LOMBARDIA IT 999654065

23 AP HDIR HELSEDIREKTORATET NO 974772304

24 AP SES SERVICIO EXTREMENO DE SALUD ES 893253116

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LIST OF WORK PACKAGES

Work packages

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Work Package No

Work Package name Lead Beneficiary Effort (Person- Months)

Start Month

End Month

Deliverables

WP1 Project management and coordination 1 - RPNC 165.22 1 36 D1.1 – Project handbook D1.2 – D1.5.1 Overview of foreseen activities to develop synergies with the JA D1.3 – D1.5.2 Report on first period of activities to build and strengthen synergies with the JA D1.4 – D1.5.3 Final report on synergies/ sustainability with the JA

WP2 Dissemination 14 - NHF 70.16 1 36 D2.1 – D2.1.1 Stakeholder Analysis report D2.2 – D2.2.1 Dissemination and communication plan D2.3 – D2.3.1 Final report on Dissemination and communication activities in JA MENTOR

WP3 Evaluation 17 - BIOSISTEMAK 57.55 1 36 D3.1 – D3.1.1 Evaluation framework and Impact assessment plan D3.2 – D3.2.1 Final evaluation report

WP4 Sustainability 8.1 - OKFŐ 90.00 1 36 D4.1 – D4.1.1 Final Sustainability Report

WP5 Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions

10 - ISS 424.82 1 36 D5.1 – D5.1.1 Report on state-of-the-art knowledge on methodology, evaluation and implementation of mental health in all policy (MHIAP) cycles in Europe, at national, regional and local level, including draft guidance/blueprint to support countries and regions/l D5.2 – D5.1.2 Piloting of MHIAP guidance

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Work packages

Grant Preparation (Work Packages screen) — Enter the info.

Work Package No

Work Package name Lead Beneficiary Effort (Person- Months)

Start Month

End Month

Deliverables

at local/regional and national level (policy action) D5.3 – D5.1.3 Report on shared learnings and identified synergies with and between MENTOR and other EU-supported initiatives, notably on how integrated policies may best support action as regards the promotion of equitable mental health/ well-being, also by inclu D5.4 – D5.2.1 Mapping of existing evidence-based guidelines personalized prevention/ promotion interventions targeted to young people D5.5 – D5.2.2 Community program inventory report D5.6 – D5.2.3 Developing advocacy communication materials and setting a digital advocacy strategy D5.7 – D5.2.4 Design of training and supervision initiatives targeted to professionals/ educators (trainers/teachers) of different settings D5.8 – D5.3.1 Valorizing current good practices of PLE involvement in MH services and community settings D5.9 – D5.3.2 Development of models of training and peer support tools and development of evaluation tools D5.10 – D5.3.3 Guidelines and recommendations for a destigmatization strategy at National level

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Work packages

Grant Preparation (Work Packages screen) — Enter the info.

Work Package No

Work Package name Lead Beneficiary Effort (Person- Months)

Start Month

End Month

Deliverables

D5.11 – D5.4.1 Knowledge exchange report D5.12 – D5.4.2 Definition of an integrated care pathway shared among EU Members state D5.13 – D5.4.3 Assessment report on effectiveness and outcomes of implemented intervention D5.14 – D5.4.4 Advocacy Report on Community-Based Mental Health Policy Prioritization in EU Member States

WP6 Innovative Digital Solutions for Improving Mental Health across Europe

13 - NIPH 332.80 1 36 D6.1 – D6.1.1 Web resource for best practice methods D6.2 – D6.1.2 Recommendations for action on early problematic digital technology use (PDTU) prevention D6.3 – D6.2.1 Guidelines/checklists for an online platfom for mental health promotion in the community: schools, workplaces and municipalities D6.4 – D6.2.2 Evaluation of the pilot of Happ app D6.5 – D6.3.1 Validated version of the CIDI D6.6 – D6.3.2 Online solution for self- report of mental health in adolescence D6.7 – D6.3.3 Scalable digital self- administered clinical assessment tools of well-being and threats to mental health

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Work package WP1 – Project management and coordination

Work Package Number WP1 Lead Beneficiary 1 - RPNC

Work Package Name Project management and coordination

Start Month 1 End Month 36

Objectives

To create and coordinate a structure that would ensure project’s smooth and goal-oriented implementation.

To develop consortium agreement, coordinate administrative and financial issues, communicate and report to HaDEA and DG Sante.

Support WP collaboration and interactions.

Ensure stakeholder involvement and maintain contacts.

Description

To ensure the project implementation of high quality and completed in time, JA Coordinator will provide project management plans and tools, planning, organizing and controlling the implementation process at regular intervals, both to ensure task execution according to expected results and within budget in order to achieve JA MENTOR goals and improve the population mental health.

Work package WP2 – Dissemination

Work Package Number WP2 Lead Beneficiary 14 - NHF

Work Package Name Dissemination

Start Month 1 End Month 36

Objectives

Developing and implementing a comprehensive communication and dissemination plan to raise awareness about the project, its activities and its achievements based on clearly identified and segmented target audiences.

Providing an internal/external web-based platform which will allow the MENTOR participants to access, upload/ download key documents, keeping them up to date about the different activities of each WP and encouraging cooperation on common activities.

Setting-up and manage the appropriate communication tools (e.g., MENTOR website, social media accounts, flyers, posters, videos, etc.) in order to keep the project’s partners and stakeholders informed about the goals, activities and major achievements of the MENTOR.

Maintaining and enforcing a dialogue between the members of the JA and stakeholders – e.g.; other JAs funded by EU4Health, TEI representatives, other DGs of the EC, national ministries, international organisations, the general public, etc.

Disseminating project results to the key audiences in specific events and forums.

Description

The purpose of WP2 in MENTOR is to facilitate and improve effective, and sustainable external and internal communication and to ensure that its objectives, activities, results and deliverables are known to the project partners and all other stakeholders and can be transferred and/or scaled-up. The strategy is implying an equal contribution of all involved partners, under the coordination of the WP2 leader. The objective is to set up, deploy and manage all available communication channels and tools (website, social media, videos, flyers, posters and publications, etc.) to increase the visibility of the MENTOR among key stakeholders depending on clearly identified targets (e. g. ministries, the EC

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services and agencies, international organisations, vulnerable groups, general public). The above-mentioned channels and tools will be used also to optimize the use of resources for supporting its establishment and sustainability

Work package WP3 – Evaluation

Work Package Number WP3 Lead Beneficiary 17 - BIOSISTEMAK

Work Package Name Evaluation

Start Month 1 End Month 36

Objectives

The specific objectives of WP3 are:

Design the Project Evaluation Plan (PEP) to guide the Joint Action progress study by defining the scope, methodology framework, and data collection and monitoring methods.

Analyse the project activities and report the results in a timely manner during the whole project.

Develop the assessment approach, including research methodology, indicators, measurement tools, and time-points, to facilitate the study of the MENTOR impact.

Description

The main objectives of the WP3 are:

Monitor the quality and compliance of the MENTOR process and stakeholders´ views inclusion and satisfaction, ensuring the project progresses adequately according to the work plan.

Assess the relevance and pertinence of the outcomes according to the needs and expectations of the target groups identified.

Perform a structured and systematic appraisal of the impact of the JA in Europe regarding dimensions related to Sustainability, Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions (Advancing mental health in all policies, Supporting prevention / promotion actions targeted to young people, Involvement of people with lived experience (PLE) in mental health policies and Integrating care pathway for promoting social inclusion and quality of life) and Innovative Digital Solutions for Improving Mental Health across Europe (Overview of effective and efficient strategies for Mental health promotion and PDTU; Adapting and piloting online tools to support and promote mental health and Innovative, best practice solutions to assessing and monitoring the mental health status across Europe ).

Work package WP4 – Sustainability

Work Package Number WP4 Lead Beneficiary 8.1 - OKFŐ

Work Package Name Sustainability

Start Month 1 End Month 36

Objectives

The main objective of the WP4 is to enable and support the uptake, uphold, reinforcement and scale-up of pilot implementations, outputs and results of the project in addressing mental health challenges in participating countries and beyond. MENTOR standardized methodological framework for sustainability activities consists of 4 tasks that cover all phases of situation analysis, the sustainability of pilot implementations, and the development of final sustainability plan with planned activities for the time after MENTOR. The application of the standardized methodological framework, adjusted to the needs of the technical work packages (WP5, WP6), will be supported by a systematic stepwise capacity building approach.

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Description

Two overarching principles are applied in MENTOR pilot implementation:

(1) Equity and diversity perspective, with and aim to design and implement targeted interventions specifically tailored to address the needs of disadvantaged and vulnerable population groups. This includes initiatives focusing on migrants, refugees, Roma people, people displaced from Ukraine, children, adolescents, and youth within these communities. These interventions will aim to reduce disparities in mental health outcomes and ensure equitable access to support services and resources.

(2) Sustainability principle, that in all steps of design, implementation, monitoring, evaluation and reporting include essential elements, that will increase the ability of MENTOR pilots to have sustainable impact after MENTOR ends in the sense of further exploitation of the results. Elements of sustainability are policy environment, ownership of sustainability and culture of communication and consensus seeking.

Work package WP5 – Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions

Work Package Number WP5 Lead Beneficiary 10 - ISS

Work Package Name Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions

Start Month 1 End Month 36

Objectives

The specific outcomes of the WP5 are:

Developed/encouraged collaboration among different policies in mental health issues.

Supported national and regional policy-makers in the design, implementation and innovation of mental health in all policy (MHIAP) approaches by developing and piloting a flexible methodology to support implementation of MHIAP;

Identified evidence-based and innovative best practices for the promotion and prevention interventions targeted to vulnerable groups and tackling stigma and discrimination associated with mental health problems and addiction by sharing good practices, methods

Empowered people with lived experience (PLE) and their inclusion in mental health policy and services.

Provided care pathways to promote proactive and person-centered care for people with mental health disorders through the Personal Budget methodology.

Description

WP5 aims at contributing to furthering actions to address mental health in a more comprehensive way that spans across different policy domains. The building of a new comprehensive, prevention and promotion-oriented multilateral approach to mental health. WP5 activities are designed to meet the overall MENTOR goal of promoting mental health by sharing experiences from policy to clinical and from individual to population levels. WP5 addresses the needs of people with defined mental disorders but also intends to promote the mental health of European region population, recognizing the intrinsic value of positive mental health. In this framework, Project Partners will work on new approaches and actions throughout the EU, in line with the Healthier Together EU NCD initiative, which aims to promote mental health and prevent and address at the population-level mental health problems and mental disorders, and to set up ways to support people living with mental disorders.

Work package WP6 – Innovative Digital Solutions for Improving Mental Health across Europe

Work Package Number WP6 Lead Beneficiary 13 - NIPH

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Work Package Name Innovative Digital Solutions for Improving Mental Health across Europe

Start Month 1 End Month 36

Objectives

In sum WP 6 will create a digital repository for mental health promotion and assessment and support the dissemination of tested tools into member states. By achieving these goals, WP 6 will:

Support mental health especially also in vulnerable groups, including migrants, refugees, young people and people with less education and less socio-economic resources.

Contribute to better and earlier detection of individuals at risk of developing mental health problems.

Improve access to evidence based and best practice innovative approaches and methods to promoting wellbeing and managing mental health conditions in different settings. throughout the life course, targeting diverse population groups across Europe, including vulnerable groups.

Improve access and help to up-scale public health interventions in Member States.

Identify, pilot, and evaluate innovative approaches to monitoring, preventing, and managing mental health problems.

Description

A multi-level approach is pivotal for promoting mental health within the framework of the MHIAP. This encompasses interventions on the international, national, regional, local, and individual levels. WP 5 adopts a comprehensive strategy aiming at developing and sharing plans, guidelines, and policy documents for health authorities at local, regional, and national levels rooted in evidence-based and best practice solutions. The individual level is crucial in mental health promotion due to the direct impact of mental health issues and resilience at the individual level, as well as the need for comprehensive monitoring of mental health within populations. Therefore, it is essential to incorporate individual- level interventions and assessments in mental health promotion initiatives. WP6 complements WP5 by promoting and delivering evidence based, effective and adaptable tools for promoting good mental health, assessing mental health in European Societies and thus also creating awareness for mental health problems. WP 6 will coordinate especially with task 5.2 to ensure consistent criteria for digital and non/digital instruments for early detection, prevention and treatment of mental health problems and to insure effective communication of the generated results.

Interventions and assessments at the individual level can be cost-prohibitive and inaccessible for marginalized groups, especially if they rely on one-on-one interactions. Furthermore, language barriers often hinder access to these services for vulnerable groups such as migrants and refugees. Hence WP6 is dedicated to leveraging modern technology to facilitate the efficient development and deployment of innovative web-based tools for mental health promotion and assessment. These tools can be used by authorities on all levels helping the effectuation of plans and policies, essential for addressing the needs of vulnerable populations. WP6 identifies, pilots and evaluates innovative approaches to preventing and managing mental health problems. Through the development and promotion of these tools, WP6 aims to improve the ability to identify individuals at risk, enhance access to evidence-based innovative approaches and scale up affordable interventions. Ultimately, these efforts are directed towards improving the quality of life for patients and their families.

The first task in WP 6 is to identify, collect, and share best and promising practices for web-based mental health interventions. All project participants will be invited to supply their best examples of effective preventive or promoting methods, in order to build a pool of methods and tools, which can be shared with other MS. The potential for upscaling and sharing to other Member States (MS) will be facilitated.

The second task will be devoted to adapting and implementing promising digital tools for diverse target groups. We will focus on implementing 3 solutions: A platform to manage mental health at community level, a wellbeing app aimed at individuals focusing on young people and vulnerable groups and an online platform to facilitate physical exercise for people with mental health difficulties. The third group of tasks in WP 6 involves developing evidence based digital tools to assess mental health problems and related risk and protective factors through self-reports. After adapting the instrument for use in different MS and in particular also for use by marginalized and vulnerable communities, WP 6 will conduct a pilot study to map mental health, especially also persons displaced from Ukraine, in different MS. WP 6 will also prepare a digital self-administered version of the Composite International Diagnostic Interview (CIDI). CIDI is developed and maintained by WHO, and it is a tool to assess the prevalence of mental disorders and the need for mental health care services in adults. The digital

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self-administered version of CIDI will be validated against the interviewer administered version of CIDI in Norway. The digital, self-administered version of CIDI will be made available to MS in cooperation with the WHO. Finally, WP 6 will also adjust, translate and pilot a web-based screening tool designed for the assessment of Adverse Childhood Experiences (ACE) and additional determinants that affect mental health in children and youth.

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STAFF EFFORT

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP1 WP2 WP3 WP4 WP5 WP6 Total Person-Months

1 - RPNC 113.40 1.00 5.40 2.00 13.68 11.50 146.98

2 - SHSO-MHS 1.00 0.40 1.00 0.50 17.28 16.18 36.36

3 - RSD 2.00 2.00 1.00 1.00 1.00 3.00 10.00

4 - MOSA 1.00 0.60 1.00 0.50 21.67 24.77

5 - THL 1.00 0.40 1.00 0.50 20.52 23.42

6 - FR-MOH 1.00 0.40 1.00 0.50 13.46 16.36

7 - BzGA 1.00 1.00 1.00 1.50 9.72 18.27 32.49

7.1 - ULEI 11.99 11.99

7.2 - SB 1.00 19.40 20.40

8 - NNGYK 1.00 0.60 1.00 1.00 16.00 13.00 32.60

8.1 - OKFŐ 4.00 1.00 7.15 48.00 27.44 21.37 108.96

8.2 - BCH 0.50 13.80 7.48 21.78

9 - DOHI 1.00 1.00 2.00 2.00 14.20 27.00 47.20

9.1 - PHCI 4.75 3.00 7.75

9.2 - NUHI 3.42 3.42

10 - ISS 9.00 3.00 6.00 6.00 60.00 10.00 94.00

10.1 - PROMIS 16.82 0.36 1.72 18.90

10.2 - ASL TORINO 1.00 0.68 1.68

10.3 - UniMiBI 7.50 7.50

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Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP1 WP2 WP3 WP4 WP5 WP6 Total Person-Months

11 - SAM LT 1.00 0.60 1.00 0.50 9.31 12.41

12 - RIVM 1.00 1.00 1.00 1.00 12.66 2.50 19.16

12.1 - TRIMBOS 8.42 4.00 12.42

13 - NIPH 1.00 1.00 2.30 2.00 59.03 65.33

13.1 - SSB 14.20 14.20

14 - NHF 3.00 52.56 5.40 1.00 2.00 3.87 67.83

15 - NCMHFAD 1.00 0.60 1.00 0.50 29.75 32.85

16 - NIJZ 1.00 1.00 1.30 18.00 31.32 32.16 84.78

17 - BIOSISTEMAK 3.00 1.00 14.00 2.00 5.26 3.00 28.26

17.1 - GENCAT 4.75 1.44 6.19

17.2 - FRCB-IDIBAPS 2.95 4.59 7.54

17.3 - ICO 3.96 3.96

17.4 - IDIVAL 4.57 5.48 10.05

17.5 - FFIS 7.50 7.50

17.6 - SMS 6.50 6.50

17.7 - SAS 7.70 5.37 13.07

17.8 - FUNDESALUD 4.57 1.52 6.09

18 - PHAS 1.00 0.40 1.00 0.50 13.68 16.58

19 - PHC 1.00 0.60 1.00 0.50 22.80 33.37 59.27

Total Person-Months 165.22 70.16 57.55 90.00 424.82 332.80 1140.55

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LIST OF DELIVERABLES

Deliverables

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Public — fully open ( automatically posted online) Sensitive — limited under the conditions of the Grant Agreement EU classified —RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision 2015/444

Deliverable No

Deliverable Name Work Package No

Lead Beneficiary Type Dissemination Level Due Date (month)

D1.1 Project handbook WP1 1 - RPNC R — Document, report PU - Public 3

D1.2 D1.5.1 Overview of foreseen activities to develop synergies with the JA

WP1 1 - RPNC R — Document, report PU - Public 5

D1.3 D1.5.2 Report on first period of activities to build and strengthen synergies with the JA

WP1 1 - RPNC R — Document, report PU - Public 15

D1.4 D1.5.3 Final report on synergies/ sustainability with the JA

WP1 1 - RPNC R — Document, report PU - Public 30

D2.1 D2.1.1 Stakeholder Analysis report WP2 14 - NHF R — Document, report PU - Public 7

D2.2 D2.2.1 Dissemination and communication plan

WP2 14 - NHF R — Document, report PU - Public 7

D2.3 D2.3.1 Final report on Dissemination and communication activities in JA MENTOR

WP2 14 - NHF R — Document, report PU - Public 36

D3.1 D3.1.1 Evaluation framework and Impact assessment plan

WP3 17 - BIOSISTEMAK R — Document, report PU - Public 12

D3.2 D3.2.1 Final evaluation report WP3 17 - BIOSISTEMAK R — Document, report PU - Public 36

D4.1 D4.1.1 Final Sustainability Report WP4 8.1 - OKFŐ R — Document, report PU - Public 34

D5.1 D5.1.1 Report on state-of-the-art WP5 12 - RIVM R — Document, report PU - Public 10

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Deliverables

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Deliverable No

Deliverable Name Work Package No

Lead Beneficiary Type Dissemination Level Due Date (month)

knowledge on methodology, evaluation and implementation of mental health in all policy (MHIAP) cycles in Europe, at national, regional and local level, including draft guidance/blueprint to support countries and regions/l

D5.2 D5.1.2 Piloting of MHIAP guidance at local/ regional and national level (policy action)

WP5 18 - PHAS R — Document, report PU - Public 30

D5.3 D5.1.3 Report on shared learnings and identified synergies with and between MENTOR and other EU-supported initiatives, notably on how integrated policies may best support action as regards the promotion of equitable mental health/ well-being, also by inclu

WP5 12 - RIVM R — Document, report PU - Public 34

D5.4 D5.2.1 Mapping of existing evidence- based guidelines personalized prevention/ promotion interventions targeted to young people

WP5 8.1 - OKFŐ R — Document, report PU - Public 36

D5.5 D5.2.2 Community program inventory report

WP5 8.1 - OKFŐ R — Document, report PU - Public 36

D5.6 D5.2.3 Developing advocacy WP5 7.1 - ULEI R — Document, report PU - Public 24

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Deliverables

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Deliverable No

Deliverable Name Work Package No

Lead Beneficiary Type Dissemination Level Due Date (month)

communication materials and setting a digital advocacy strategy

D5.7 D5.2.4 Design of training and supervision initiatives targeted to professionals/ educators (trainers/teachers) of different settings

WP5 17.5 - FFIS R — Document, report PU - Public 33

D5.8 D5.3.1 Valorizing current good practices of PLE involvement in MH services and community settings

WP5 7.2 - SB R — Document, report PU - Public 12

D5.9 D5.3.2 Development of models of training and peer support tools and development of evaluation tools

WP5 10.2 - ASL TORINO R — Document, report PU - Public 24

D5.10 D5.3.3 Guidelines and recommendations for a destigmatization strategy at National level

WP5 7.2 - SB R — Document, report PU - Public 36

D5.11 D5.4.1 Knowledge exchange report WP5 10 - ISS R — Document, report PU - Public 12

D5.12 D5.4.2 Definition of an integrated care pathway shared among EU Members state

WP5 10 - ISS R — Document, report PU - Public 21

D5.13 D5.4.3 Assessment report on effectiveness and outcomes of implemented intervention

WP5 10 - ISS R — Document, report PU - Public 33

D5.14 D5.4.4 Advocacy Report on Community- WP5 10 - ISS R — Document, report PU - Public 36

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Deliverables

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Public — fully open ( automatically posted online) Sensitive — limited under the conditions of the Grant Agreement EU classified —RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision 2015/444

Deliverable No

Deliverable Name Work Package No

Lead Beneficiary Type Dissemination Level Due Date (month)

Based Mental Health Policy Prioritization in EU Member States

D6.1 D6.1.1 Web resource for best practice methods

WP6 9 - DOHI DEC —Websites, patent filings, videos, etc

PU - Public 24

D6.2 D6.1.2 Recommendations for action on early problematic digital technology use (PDTU) prevention

WP6 16 - NIJZ R — Document, report PU - Public 32

D6.3 D6.2.1 Guidelines/checklists for an online platfom for mental health promotion in the community: schools, workplaces and municipalities

WP6 9 - DOHI R — Document, report PU - Public 30

D6.4 D6.2.2 Evaluation of the pilot of Happ app WP6 9 - DOHI R — Document, report PU - Public 32

D6.5 D6.3.1 Validated version of the CIDI WP6 13 - NIPH DEC —Websites, patent filings, videos, etc

PU - Public 33

D6.6 D6.3.2 Online solution for self-report of mental health in adolescence

WP6 13 - NIPH DEC —Websites, patent filings, videos, etc

PU - Public 33

D6.7 D6.3.3 Scalable digital self-administered clinical assessment tools of well-being and threats to mental health

WP6 8.1 - OKFŐ DEC —Websites, patent filings, videos, etc

PU - Public 27

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Deliverable D1.1 – Project handbook

Deliverable Number D1.1 Lead Beneficiary 1 - RPNC

Deliverable Name Project handbook

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 3 Work Package No WP1

Description

The Project Handbook is the basis for managing the project throughout its life cycle and is an important reference for all project members - it summarizes the project objectives and documents the selected approach for achieving the project goals. The Project Handbook documents the project’s roles and responsibilities, provides several project management plans for achieving the project goals and establishes the implementation strategy, as well as the management and monitoring framework. Project Handbook will be updated when necessary. Document, PDF, English.

Deliverable D1.2 – D1.5.1 Overview of foreseen activities to develop synergies with the JA

Deliverable Number D1.2 Lead Beneficiary 1 - RPNC

Deliverable Name D1.5.1 Overview of foreseen activities to develop synergies with the JA

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 5 Work Package No WP1

Description

Overview of foreseen activities to develop synergies with the Action grants on prevention of NCDs in the area of mental health. English PDF.

Deliverable D1.3 – D1.5.2 Report on first period of activities to build and strengthen synergies with the JA

Deliverable Number D1.3 Lead Beneficiary 1 - RPNC

Deliverable Name D1.5.2 Report on first period of activities to build and strengthen synergies with the JA

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 15 Work Package No WP1

Description

Report on first period of activities to build and strengthen synergies with the Action grants on prevention of NCDs in the area of mental health. English PDF.

Deliverable D1.4 – D1.5.3 Final report on synergies/sustainability with the JA

Deliverable Number D1.4 Lead Beneficiary 1 - RPNC

Deliverable Name D1.5.3 Final report on synergies/sustainability with the JA

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 30 Work Package No WP1

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Description

Final report on activities and synergies with the Action grants on prevention of NCDs in the area of mental health. English PDF.

Deliverable D2.1 – D2.1.1 Stakeholder Analysis report

Deliverable Number D2.1 Lead Beneficiary 14 - NHF

Deliverable Name D2.1.1 Stakeholder Analysis report

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 7 Work Package No WP2

Description

Stakeholder analysis report – English, PDF

Deliverable D2.2 – D2.2.1 Dissemination and communication plan

Deliverable Number D2.2 Lead Beneficiary 14 - NHF

Deliverable Name D2.2.1 Dissemination and communication plan

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 7 Work Package No WP2

Description

Plan with the brand identity, target definition, website and social media and the way to disseminate all activities for partners which ensure that JA will be visible on all levels – English, PDF.

Deliverable D2.3 – D2.3.1 Final report on Dissemination and communication activities in JA MENTOR

Deliverable Number D2.3 Lead Beneficiary 14 - NHF

Deliverable Name D2.3.1 Final report on Dissemination and communication activities in JA MENTOR

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 36 Work Package No WP2

Description

The report of all JA actions connected to communication and dissemination – English, PDF.

Deliverable D3.1 – D3.1.1 Evaluation framework and Impact assessment plan

Deliverable Number D3.1 Lead Beneficiary 17 - BIOSISTEMAK

Deliverable Name D3.1.1 Evaluation framework and Impact assessment plan

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 12 Work Package No WP3

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Description

Document, planning the evaluation framework and the impact assessment measures - English PDF

Deliverable D3.2 – D3.2.1 Final evaluation report

Deliverable Number D3.2 Lead Beneficiary 17 - BIOSISTEMAK

Deliverable Name D3.2.1 Final evaluation report

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 36 Work Package No WP3

Description

The report summarizes all the evaluation activities implemented – English, PDF.

Deliverable D4.1 – D4.1.1 Final Sustainability Report

Deliverable Number D4.1 Lead Beneficiary 8.1 - OKFŐ

Deliverable Name D4.1.1 Final Sustainability Report

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 34 Work Package No WP4

Description

Building upon the results gained from the evaluation of pilots towards sustainability, tailored sustainability action plans for each pilot site, a comprehensive sustainability report will be delivered, ensuring alignment and strategy integration for continued project impact. English, PDF.

Deliverable D5.1 – D5.1.1 Report on state-of-the-art knowledge on methodology, evaluation and implementation of mental health in all policy (MHIAP) cycles in Europe, at national, regional and local level, including draft guidance/blueprint to support countries and regions/l

Deliverable Number D5.1 Lead Beneficiary 12 - RIVM

Deliverable Name D5.1.1 Report on state-of-the-art knowledge on methodology, evaluation and implementation of mental health in all policy (MHIAP) cycles in Europe, at national, regional and local level, including draft guidance/blueprint to support countries and regions/l

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 10 Work Package No WP5

Description

Mapping review of:

(a) existing knowledge of and experience with MHIAP methodology, also in combination with health equity (impact) assessments and (b) how countries and regions participating in this task have developed their MHIA policy cycle (development – implementation – evaluation – adaptation) and what lessons can be learned from this. Where possible, the equity lens applied in this work will zoom in on what specific MHIAP approaches may be of particular relevance

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to specific vulnerable groups. It will also aspire to gather information on possible involvement of PLE in MHIA policy cycles.

This mapping review will leverage existing reviews and position papers on MHIA, as well as additional analysis of academic and grey literature, policy documents, reports, and case studies from various countries and organizations that have implemented MHIAP approaches.

The review will culminate with a translation of the lessons learned from countries and literature into a set of recommendations and guidance to support countries and/or regions in the use of MHIAP methodologies (also to the benefit of vulnerable groups), their potential impact, and their evaluation. Report in English.

Deliverable D5.2 – D5.1.2 Piloting of MHIAP guidance at local/regional and national level (policy action)

Deliverable Number D5.2 Lead Beneficiary 18 - PHAS

Deliverable Name D5.1.2 Piloting of MHIAP guidance at local/regional and national level (policy action)

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 30 Work Package No WP5

Description

Four Member States (Estonia, Lithuania, Iceland and Slovenia) have already indicated they would like to pilot the MHIAP guidance. These four countries have the choice to pilot the guidance at a national policy level or a local/regional policy level. As such, these country pilots will operate as separate case studies, trying out the MHIAP guidance within the scope of their specific national/regional context. This will generate helpful feedback on barriers and enables as regards the applicability of the methodology in different real-life settings. (Task) partner countries that do not pilot the guidance themselves will be able to take on an observer role. To facilitate this, a learning lab will be established to enable cross- country learning as well as maximise efficient use of resources. This learning network lab will facilitate exchange of information and (initial) experience of how countries have implemented dapted the draft guidance (deliverable 5.1.1) for their local contexts, what tailoring was needed to make the approach work usable in the local context, discuss implementation experiences, and discuss next steps. It is envisaged that the countries participating in this learning network will have varying experience levels in using MHIAP methodologies (e.g., some more familiar with HIAP as a policy framing, use of health equity impact assessments, perhaps local examples of this). This learning lab will consist therefore of 4 pilot countries and 10 observer countries, who will come together online and in person (where budget and resources permit) to exchange experiences in implementing/adapting the guidance. This will enable 4 different case studies reflecting different contexts to be prepared for inclusion in the final methodology/guidance, which will help give the guidance a more practical focus.

Deliverable D5.3 – D5.1.3 Report on shared learnings and identified synergies with and between MENTOR and other EU-supported initiatives, notably on how integrated policies may best support action as regards the promotion of equitable mental health/well-being, also by inclu

Deliverable Number D5.3 Lead Beneficiary 12 - RIVM

Deliverable Name D5.1.3 Report on shared learnings and identified synergies with and between MENTOR and other EU-supported initiatives, notably on how integrated policies may best support action as regards the promotion of equitable mental health/well-being, also by inclu

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 34 Work Package No WP5

Description

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Learnings that could be included here (depending on the time they become available) include JA PREVENT (task 9.2) outcomes, and insights and experiences gathered via the capacity-building work under Flagship 1 of the EU Communication on a Comprehensive Approach to Mental Health, implemented by WHO Europe. This will be channeled via a 'practice and policy dialogue’ event.

Deliverable D5.4 – D5.2.1 Mapping of existing evidence-based guidelines personalized prevention/ promotion interventions targeted to young people

Deliverable Number D5.4 Lead Beneficiary 8.1 - OKFŐ

Deliverable Name D5.2.1 Mapping of existing evidence-based guidelines personalized prevention/ promotion interventions targeted to young people

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 36 Work Package No WP5

Description

This report will map good/best practices (hence already implemented, as well as present in the EC Best Practices Portal),, measures, and strategies with focus on Mental Health promotion and prevention at both national and local level focused on young people. The report will emphasize a strong focus on vulnerable populations, providing insights into effective strategies for addressing mental health challenges among this demographic. English, PDF

Deliverable D5.5 – D5.2.2 Community program inventory report

Deliverable Number D5.5 Lead Beneficiary 8.1 - OKFŐ

Deliverable Name D5.2.2 Community program inventory report

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 36 Work Package No WP5

Description

Based on a set of criteria developed by the partners, this report identifies best practices in community mental health promotion and prevention programs in various settings (municipalities, schools, kindergartens, social services, workplaces, local communities, etc.) for different target groups (e.g., teachers, social worker, childcare workers, health visitors, parents, carers). The inventory report will contain a set of programs (already implemented by some MS) that could be used by each Country to set community programs for young people addressing the mental health burden. In particular, we will identify and evaluate innovative approaches to preventing and managing mental health problems in various community settings e.g., use of social prescribing (arts, sports etc.) and use of a community-based social franchising approach. This report will include targeted measures and community programs focusing on equity, including specific actions to support vulnerable groups such as migrants, refugees, Roma, and displaced persons from Ukraine. It will also cover actions aimed at reducing health inequalities, particularly among socio-economically disadvantaged populations. Additionally, the report will highlight targeted actions addressing mental health challenges exacerbated by the pandemic.. English, PDF

Deliverable D5.6 – D5.2.3 Developing advocacy communication materials and setting a digital advocacy strategy

Deliverable Number D5.6 Lead Beneficiary 7.1 - ULEI

Deliverable Name D5.2.3 Developing advocacy communication materials and setting a digital advocacy strategy

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Type R — Document, report Dissemination Level PU - Public

Due Date (month) 24 Work Package No WP5

Description

In this Report the results of a digital advocacy strategy will be described. This activity foresees a first co-design phase (including adaptation of the media guideline and developing a digital advocacy strategy), that includes PLE and the destigmatization of young people with problematic substance use. In synergy with D5.2.2 and D5.3.3, we will use the potential power of media as an instrument for preventing and combating all forms of stigmatization and for gaining support for public and societal policies to promote healthier environments, also adapting good practices such as FairMediaSUCHT. English, PDF

Deliverable D5.7 – D5.2.4 Design of training and supervision initiatives targeted to professionals/ educators (trainers/teachers) of different settings

Deliverable Number D5.7 Lead Beneficiary 17.5 - FFIS

Deliverable Name D5.2.4 Design of training and supervision initiatives targeted to professionals/ educators (trainers/teachers) of different settings

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 33 Work Package No WP5

Description

In parallel, Partners will work on the design of a training path targeted to professionals/educators of different settings. In particular, in this subtask, partners will design a tailored initiative to train the trainers (professionals and educators) on how to manage vulnerable mental health of the young people, also using the communication tools previously developed. A focus will be done to foster the mental resilience of young populations in times of crisis, in order to prevent their negative impact on mental health, to improve populations’ ability to cope with (or the overcoming of) stress and anxiety: lessons learned from the Covid pandemic and other crisis, exploring how to prevent and mitigate their impact on the general population and on vulnerable groups, develop guidelines to disseminate in members states. English, PDF

Deliverable D5.8 – D5.3.1 Valorizing current good practices of PLE involvement in MH services and community settings

Deliverable Number D5.8 Lead Beneficiary 7.2 - SB

Deliverable Name D5.3.1 Valorizing current good practices of PLE involvement in MH services and community settings

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 12 Work Package No WP5

Description

Partners will implement the following steps:

Collection of good practices / experiences in different countries

Development of strategies for PLE involvement in mental health including prevention and health promotion

Dissemination of current best practices on social inclusion for individuals with mental health conditions by leveraging studies conducted in this field as well as the experience gained from previous successful European projects.

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A document of strategies for PLE involvement for countries on different levels of participation will be produced as expected outcome. English, PDF.

Deliverable D5.9 – D5.3.2 Development of models of training and peer support tools and development of evaluation tools

Deliverable Number D5.9 Lead Beneficiary 10.2 - ASL TORINO

Deliverable Name D5.3.2 Development of models of training and peer support tools and development of evaluation tools

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 24 Work Package No WP5

Description

Country needs, capacity and starting conditions will inform the development of this deliverable which will be organised in the following steps:

design of tailored trainings and support exchange tools, targeted to peer supporters (i.e., peer networks)

Online „Train the Trainer“workshops, to build on country capacity to train PLE

Delivery of trainings in countries who decided to actively implementing actions

Evaluation of test phase outcomes by research activities

Development of recommendations for improving MH services/strategies from lessons learned

The meaningful involvement of PLE in the co-production, i.e., working together at any level of action, will be ensured during the entire project. English, PDF.

Deliverable D5.10 – D5.3.3 Guidelines and recommendations for a destigmatization strategy at National level

Deliverable Number D5.10 Lead Beneficiary 7.2 - SB

Deliverable Name D5.3.3 Guidelines and recommendations for a destigmatization strategy at National level

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 36 Work Package No WP5

Description

Document to define a destigmatization strategy of MH issues to be implemented at National level. This guidelines will promote the exchange of experiences among MH professionals and PLEs regarding successful implementation processes and defining collaboration protocols and procedures. In synergy with the approach of the MHIAP , Partners will define recommendations for a strategy on:

promotion and prevention of good MH and wellbeing, such as prevention of suicide and depression

Reduction of stigma and promotion of social inclusion, especially supporting the transition from youth to adult care

Improvement of mental health systems, supporting recovery-oriented services and to reduce stigma, through the inclusion of PLE voice, knowledge and practice

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Deliverable D5.11 – D5.4.1 Knowledge exchange report

Deliverable Number D5.11 Lead Beneficiary 10 - ISS

Deliverable Name D5.4.1 Knowledge exchange report

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 12 Work Package No WP5

Description

Assessment of local population’ needs, services and policies by a Panel of representatives from ministries, public agencies, mental health and social work professionals, municipalities and people with lived experiences.

-Establishment of the panel with public and private organizations

- Preparation and dissemination of a survey to collect: 1. needs, suggestions and critical issues observed by the population in each country; 2. information about Social and health services devoted to care of people with mental health disorders (MHDs); 3. country policies on integrated social-health pathway for people with MHDs.

- Analysis of data collected by the survey and preparation of the Knowledge exchange report with information collected by the countries involved in the task.

Deliverable D5.12 – D5.4.2 Definition of an integrated care pathway shared among EU Members state

Deliverable Number D5.12 Lead Beneficiary 10 - ISS

Deliverable Name D5.4.2 Definition of an integrated care pathway shared among EU Members state

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 21 Work Package No WP5

Description

Definition and description of the key components of the integrated care pathway in MH through:

1. Identification of the key components of the integrated care pathway among countries (based on the information collected by D.5.4.1) for promoting social inclusion and quality of life of people with MHDs

2. Publication of the document through the JA website for the collection of comments and suggestions by the stakeholders (i.e., MH clinical centers, PLE, NGOs, Municipalities, etc.). All comments and notes will be shared within the Panel to make adjustments and the final document will be defined.

3.Translation of the final document in all the different European languages.

Deliverable D5.13 – D5.4.3 Assessment report on effectiveness and outcomes of implemented intervention

Deliverable Number D5.13 Lead Beneficiary 10 - ISS

Deliverable Name D5.4.3 Assessment report on effectiveness and outcomes of implemented intervention

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 33 Work Package No WP5

Description

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Implementation and monitoring of the integrated care pathway among EU Member States: Impact evaluations will be conducted to assess the effectiveness and outcomes of implemented interventions.

- Development of guidelines for implementing the integrated care pathway among EU Member States (in the Social and health services).

- Training of professionals

- Implementation and monitoring of the integrated care pathway among a sample of people with MHDs. The care pathway will be assessed using the online tool for self-assessment of integrated care and standardized outcome measures and quality of life assessments to objectively track improvements in mental health and overall well-being.

- Analyze data, gather feedback, and make improvements as needed to enhance the quality of care provided

Deliverable D5.14 – D5.4.4 Advocacy Report on Community-Based Mental Health Policy Prioritization in EU Member States

Deliverable Number D5.14 Lead Beneficiary 10 - ISS

Deliverable Name D5.4.4 Advocacy Report on Community-Based Mental Health Policy Prioritization in EU Member States

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 36 Work Package No WP5

Description

Partners will identify, collect and share best and promising practices on a comprehensive community-based approach to MH. They will advocate for policies that prioritize community-based MH care within EU Member States. The Panel will formulate distinct sets of tailor-made recommendations and their rollout for implementation for three distinct target audiences: 1.Social and Health Ministers: The Panel will provide specific policy guidance to Ministers responsible for healthcare and related sectors. These recommendations will be informed by evidence-based practices and aimed at promoting systemic improvements in mental health care delivery. 2.Professionals 3.General public

Deliverable D6.1 – D6.1.1 Web resource for best practice methods

Deliverable Number D6.1 Lead Beneficiary 9 - DOHI

Deliverable Name D6.1.1 Web resource for best practice methods

Type DEC —Websites, patent filings, videos, etc

Dissemination Level PU - Public

Due Date (month) 24 Work Package No WP6

Description

The descriptions and links to the tools will be published online in English. The web resource will be available for all, building on experiences from Member States on how they gather information on digital solutions at present. E.g., in Norway, information on evaluated interventions and methods for young people, operational ratings, and data on evaluation and implementation are gathered on a site called Ungsinn.no.

Deliverable D6.2 – D6.1.2 Recommendations for action on early problematic digital technology use (PDTU) prevention

Deliverable Number D6.2 Lead Beneficiary 16 - NIJZ

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Deliverable Name D6.1.2 Recommendations for action on early problematic digital technology use (PDTU) prevention

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 32 Work Package No WP6

Description

A set of recommendations for action, based on report on PDTU related policies, regulations and strategic documents, Stakeholder analysis report, report on workshops’ results and SWOT analysis report on early PDTU prevention.

E-leaflet or infographics on recommendations for action, (optionally) translated in to participating MS languages.

Deliverable D6.3 – D6.2.1 Guidelines/checklists for an online platfom for mental health promotion in the community: schools, workplaces and municipalities

Deliverable Number D6.3 Lead Beneficiary 9 - DOHI

Deliverable Name D6.2.1 Guidelines/checklists for an online platfom for mental health promotion in the community: schools, workplaces and municipalities

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 30 Work Package No WP6

Description

The guidelines/checklists will be translated by each country, making sure that they are easily adaptable across the EU. The final product and all translations/adaptations will be available to all MS at no cost.

Deliverable D6.4 – D6.2.2 Evaluation of the pilot of Happ app

Deliverable Number D6.4 Lead Beneficiary 9 - DOHI

Deliverable Name D6.2.2 Evaluation of the pilot of Happ app

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 32 Work Package No WP6

Description

This digital mental health tool will be adapted to meet the needs of young people and vulnerable groups and will be piloted in Iceland and participating countries. The pilot test will be evaluated for suitability and effectiveness based on previously determined objectives and criteria. Feedback and suggestions will be reviewed, and strengths as well as shortcomings and limitations identified. An online report on this will be published and shared with all participating countries.

Deliverable D6.5 – D6.3.1 Validated version of the CIDI

Deliverable Number D6.5 Lead Beneficiary 13 - NIPH

Deliverable Name D6.3.1 Validated version of the CIDI

Type DEC —Websites, patent filings, videos, etc

Dissemination Level PU - Public

Due Date (month) 33 Work Package No WP6

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Description

A validated digital version of CIDI adapted for smartphones will be made available in several languages for MS in collaboration with WHO.

Deliverable D6.6 – D6.3.2 Online solution for self-report of mental health in adolescence

Deliverable Number D6.6 Lead Beneficiary 13 - NIPH

Deliverable Name D6.3.2 Online solution for self-report of mental health in adolescence

Type DEC —Websites, patent filings, videos, etc

Dissemination Level PU - Public

Due Date (month) 33 Work Package No WP6

Description

An online assessment tool for mental health problems in adolescents available in multiple languages. The tool will have versions that facilitate participation of marginalized groups with low low-literacy. And support scaling up into MS by being hosted compliant with data protection laws in MS.

Deliverable D6.7 – D6.3.3 Scalable digital self-administered clinical assessment tools of well- being and threats to mental health

Deliverable Number D6.7 Lead Beneficiary 8.1 - OKFŐ

Deliverable Name D6.3.3 Scalable digital self-administered clinical assessment tools of well-being and threats to mental health

Type DEC —Websites, patent filings, videos, etc

Dissemination Level PU - Public

Due Date (month) 27 Work Package No WP6

Description

digital screening instrument including items from the ACE-IQ (Adverse Childhood Experiences – International Questionnaire), with additional questions concerning wellbeing will be piloted in anonymous groups of youth recruited from high school.

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LIST OF MILESTONES

Milestones

Grant Preparation (Milestones screen) — Enter the info.

Milestone No

Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date (month)

1 Project Management platform established WP1 1 - RPNC Platform in use 2

2 On-site kick off meeting of Consortium Forum organized

WP1 1 - RPNC Meeting minutes 2

3 1. Online synergy meeting with Action grants on preventing NCDs in the area of Mental health

WP1 1 - RPNC Meeting minutes 3

4 1. Online Feedback meeting completed WP1 1 - RPNC Meeting minutes and recording 6

5 2. On-site Consortium Forum meeting completed

WP1 1 - RPNC Meeting minutes 12

6 2. Online synergy meeting with Action grants on preventing NCDs in the area of Mental health

WP1 1 - RPNC Meeting minutes 12

7 2. Online Feedback meeting completed WP1 1 - RPNC Meeting minutes and recording 18

8 3. On-site Consortium Forum meeting completed

WP1 1 - RPNC Meeting minutes 24

9 3. Online synergy meeting with Action grants on preventing NCDs in the area of Mental health

WP1 1 - RPNC Meeting minutes 28

10 3. Online Feedback meeting completed WP1 1 - RPNC Meeting minutes and recording 30

11 Final on-site Consortium Forum meeting completed

WP1 1 - RPNC Meeting minutes, approval to finish project obtained.

36

12 Website WP2 14 - NHF Launching the website 3

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Milestones

Grant Preparation (Milestones screen) — Enter the info.

Milestone No

Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date (month)

13 Stakeholder Analysis WP2 14 - NHF Stakeholder Analysis report 4

14 Establishment of Stakeholder Board WP2 14 - NHF Establishment of Stakeholder Board 7

15 Final Consortium Forum Conference WP2 14 - NHF Final Conference minutes 36

16 Final battery of indicators defined. WP3 17 - BIOSISTEMAK Meeting minutes on agreement from WPL 9

17 On-line tool for data collection available. WP3 17 - BIOSISTEMAK Access of WP leaders to the web platform 14

18 Inputs of the stakeholders. WP3 17 - BIOSISTEMAK Key stakeholders (experts in JA topics) contacted and interviewed.

24

19 Methodology for Sustainability Situation Analysis and key stakeholders’ identification

WP4 8.1 - OKFŐ Document 6

20 Methodology for Sustainability Action Plan WP4 8.1 - OKFŐ Document 12

21 Training delivery WP4 16 - NIJZ Number of trained partners: maximum 50 persons 30

22 Training report WP4 16 - NIJZ Document 33

23 Mapping review on MHIAP WP5 12 - RIVM Report 10

24 Start pilots and learning network WP5 18 - PHAS Meetings of the network of MSs 15

25 Methodology for implementation of MHIAP for Member States finalized

WP5 12 - RIVM Report 36

26 Mapping of interventions/actions in MS WP5 8.1 - OKFŐ Report 18

27 Completion of the Actions guidelines WP5 8.1 - OKFŐ Report 30

28 Digital advocacy strategy on stigma designed WP5 7.1 - ULEI Meeting with professionals and stakeholders 12

29 Completion of interviews/questionnaires in MSs on training programs

WP5 10 - ISS Report 21

30 Engagement recommendations WP5 7.1 - ULEI Report 34

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Milestones

Grant Preparation (Milestones screen) — Enter the info.

Milestone No

Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date (month)

31 Knowledge collection on integrated care pathways in EU MSs

WP5 10 - ISS Report 12

32 Developing an European/National Health Strategy for Integrated Mental Health Care

WP5 10 - ISS Report 33

33 Online platform and guidelines for mental health promotion for municipalities, schools, and workplaces are ready for testing in MS

WP6 9 - DOHI Confirmation and go-ahead from the lead beneficiaries, guidelines sent out to participants for translation.

12

34 Workshop on how to attract and engage communities to use the platform to their advantage.

WP6 9 - DOHI One or more workshops have been held for Member States. Timing will be decided after project has started.

24

35 Workshop on transferring parts of or whole interventions to other participating countries

WP6 13 - NIPH ne or more workshops have been held for Member States. Timing will be decided after project has started.

24

36 Selected digital tools ready for piloting WP6 13 - NIPH Confirmation by lead beneficiaries and participating MS that preparation is completed and for go-ahead of pilot

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LIST OF CRITICAL RISKS

Critical risks & risk management strategy

Grant Preparation (Critical Risks screen) — Enter the info.

Risk number

Description Work Package No(s)

Proposed Mitigation Measures

1 Delay in implementation of activities and deliverable. This risk is not likely due to the wide experience of Project partners in participating in EU Projects High impact.

WP5, WP6, WP1, WP2, WP4, WP3

Efficient internal communication management plan and close work with the Coordinator to understand the reasons and provide fast and effective solutions. The Consortium Forum will mitigate this risk ensuring a redistribution of tasks and responsibilities among project partners.

2 Interdependency between WPs and between partners within WPs in terms of (timely) achievement of milestones and delivery of outputs. Possible impact on (quality of) outputs and timely delivery. This risk has a low likelihood because under WP1, Project partners will use tools to assure the delivery on quality and on time. Medium impact.

WP5, WP6, WP1, WP2, WP4, WP3

Overlapping of start and end dates for WPs’ and tasks have been planned/foreseen as much as possible to decrease the risk of delays in other WPs or other tasks. Regular monitoring of progress (at least monthly or more frequently when feasible) supports the identification of potential delays and difficulties at an early stage. Established project management tools will support the early identification of risks and careful planning of activities, including the JA work plan, the common implementation strategy and the Project Handbook. Discussion of issues in the Project Core Team to find best solutions in a timely matter. Review of the timetable of activities, deliverables and milestones.

3 Challenges in interactions with stakeholders and decision makers, low response rate from external experts and stakeholders to requests/ questionnaires. This risk has a medium likelihood and the impact on the finalization of project activity could be serious.

WP5, WP6, WP1, WP2, WP4, WP3

Involve all partners, personal contacts and their networks to expand the pool of experts and stakeholders. Where required, adapt/revise the dissemination plan to ensure timely information and communication on the JA before requesting input, involvement or collaboration and to ensure reach out to experts and stakeholders.

4 Underspending. This risk has a medium likelihood and impact.

WP5, WP6, WP1, WP2, WP4, WP3

Regular financial control - financial reporting every 6 months. Adherence to EU Financial Guidelines.

5 Staff turnover. This risk has a low likelihood because the turnover of the Partner’s staff is low. Low impact.

WP5, WP6, WP1, WP2, WP4, WP3

Project status meetings at WP level to identify issues. Concerned partners commit to provide replacement as soon as possible and to ensure appropriate briefing and guidance to the new staff based on the main JA documents and tools (Grant Agreement, Project Handbook, task and work package descriptions etc.).

6 Partner withdraws from the project because of management, financial, political or any other reasons. This risk has a medium likelihood because

WP5, WP6, WP1, WP2, WP4, WP3

Tasks within the WPs are assigned to leaders and co-leaders who shall work together to reach the defined objectives and results. In case one of leading partners have to drop out of a WP

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Critical risks & risk management strategy

Grant Preparation (Critical Risks screen) — Enter the info.

Risk number

Description Work Package No(s)

Proposed Mitigation Measures

all Partners expressed their willingness to participate before the project start. High impact.

or a task, it would be taken over either by the co-leader or another WP partner who will be allocated the associated financial resources.

7 Poor availability of policymakers due to constrained capacities. This risk has a low likelihood because all Partners have direct contact with National policymakers. Low impact.

WP1, WP2, WP4 All countries after the start of the project will appoint Members for the Member State Policy Committee, which will ensure the project outcomes are being met according to the policymaker's needs. Difficulties encountered and potential solutions will be discussed in Project Core Team meetings. If needed, alternatives will be found to cover the areas of expertise. Identification of political representatives that could act as ambassadors for the MENTOR.

8 Constrained capacities and resources of regional or local stakeholders for transfer, pilot implementation and evaluation. This risk has a low likelihood because all Partners have influence on Regional/ local stakeholders. Medium impact.

WP5, WP6, WP1, WP2

Scope of actions in MENTOR for mental health promotion and prevention interventions for different target groups and different life phases across the life course is suitable for transfer in wide range of stakeholders. Digital technology for optimal sharing of best practices and multi-lateral piloting of innovative interventions and tools will be used. A careful selection of resources, sites and types of practice to be implemented will be necessary.

9 IT Technologies risk, technical challenges, data protection, data sharing restriction. This risk has a medium likelihood and the impact on the finalization of project activity could be serious.

WP5, WP6, WP1, WP2, WP4, WP3

Use data backups, especially backup copies of all key documents. Use anti-virus to secure computers, servers and wireless networks. All partners must comply with the GDPR rules. Technical challenges of different levels, e.g. issues using shared working platform, may delay the work. However, they are considered learning opportunities. The participating institutions have skilled staff that can address the challenges. New tools, digital tools are preferably built on existing platforms.

10 Conflicts among the partners. This risk has a medium likelihood because disagreements are part of discussions. Medium impact.

WP5, WP6, WP1, WP2, WP4, WP3

All the partners involved in the project are respectable professionals in their field. In management layer a “Project Core Team” structure has been created to address and mitigate any conflict questions or situations that might arise.

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Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

EU Grants: Application form (EU4H): V2.0 – 01.06.2022

1

TECHNICAL DESCRIPTION (PART B)

COVER PAGE

Part B of the Application Form must be downloaded from the Portal Submission System, completed and then assembled and re-uploaded

as PDF in the system. Page 1 with the grey IMPORTANT NOTICE box should be deleted before uploading.

Note: Please read carefully the conditions set out in the Call document (for open calls: published on the Portal). Pay particular attention to

the award criteria; they explain how the application will be evaluated.

PROJECT

Project name: Mental Health Together

Project acronym: MENTOR

Coordinator contact: Sibilla Neimane,

Riga Centre of Psychiatry and Addiction Disorders, Latvia

[email protected]

A TECHNICAL DESCRIPTION (PART B) ....................................................................................................................... 1 COVER PAGE ............................................................................................................................................................. 1 PROJECT SUMMARY ................................................................................................................................................. 2 1. RELEVANCE ........................................................................................................................................................... 2

1.1 Background and general objectives .................................................................................................................... 2 1.2 Needs analysis and specific objectives ............................................................................................................... 3 1.3 Complementarity with other actions and innovation — European added value .................................................... 7

2. QUALITY ................................................................................................................................................................. 7 2.1 Concept and methodology .................................................................................................................................. 7 2.2 Consortium set-up ............................................................................................................................................... 9 2.3 Project teams, staff and experts ........................................................................................................................ 15 2.4 Consortium management and decision-making ................................................................................................. 18 2.5 Project management, quality assurance and monitoring and evaluation strategy .............................................. 20 2.6 Cost effectiveness and financial management .................................................................................................. 21 2.7 Risk management ............................................................................................................................................. 23

3. IMPACT ................................................................................................................................................................. 25 3.1 Impact and ambition .......................................................................................................................................... 25 3.2 Communication, dissemination and visibility ...................................................................................................... 26 3.3 Sustainability and continuation .......................................................................................................................... 27

4. WORKPLAN, WORK PACKAGES, ACTIVITIES, RESOURCES AND TIMING ..................................................... 29 4.1 Work plan.......................................................................................................................................................... 29 4.2 Work packages, activities, resources and timing ............................................................................................... 30

Work Package 1 ............................................................................................................................................... 31 Work Package 2 ............................................................................................................................................... 35 Work Package 3 ............................................................................................................................................... 39 Work Package 4 ............................................................................................................................................... 43 Work Package 5 ............................................................................................................................................... 50 Work Package 6 ............................................................................................................................................... 66 Subcontracting ................................................................................................................................................. 75 Timetable ......................................................................................................................................................... 76

5. OTHER................................................................................................................................................................... 82 5.1 Ethics ................................................................................................................................................................ 82 5.2 Security ............................................................................................................................................................. 82

6. DECLARATIONS ................................................................................................................................................... 82

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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EU Grants: Application form (EU4H): V2.0 – 01.06.2022

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ANNEXES ..................................................................................................................................................................... 83

#@APP-FORM-EU4H@# #@PRJ-SUM-PS@# [This document is tagged. Do not delete the tags; they are needed for the processing.]

PROJECT SUMMARY

Project summary

See Abstract (Application Form Part A).

#§PRJ-SUM-PS§# #@REL-EVA-RE@# #@PRJ-OBJ-PO@#

1. RELEVANCE

1.1 Background and general objectives

Background and general objectives

Describe the background and rationale of the project.

How is the project relevant to the scope of the call? How does the project address the general objectives of the call? What is the project’s contribution to the priorities of the call?

Growing mental health challenges are a significant concern in the EU, contributing to morbidity and imposing substantial

costs on social protection systems and the economy. The COVID-19 pandemic and the conflict resulting from Russia's

aggression against Ukraine have further deteriorated mental health, particularly among vulnerable groups like refugees

and displaced individuals from Ukraine. Before the pandemic, mental health issues affected roughly 84 million EU

citizens, costing over € 600 billion. The pandemic has intensified these issues, with 10-20% of EU schoolchildren facing

mental health problems, notably anxiety and depression, affecting educational outcomes. Mental well-being declined

across all age groups since 2020, with young people, those in precarious jobs, and individuals with lower education or

income being especially hard-hit. Adversities such as poverty, unemployment, and social isolation are known risk

factors. Situations such as crises, pandemics, stigma, climate change make them all worse.

Following the EU Communication on a Comprehensive Approach to mental health, MENTOR contributes to reduce the

burden of mental ill-health and promote good mental health and well-being, planning activities addressed both to the

general population and to people suffering from mental issues. Thus, MENTOR aims at promoting mental health by

sharing experiences from the political to the clinical professional sphere, incorporating evidence-based best

practices and adapting initiatives to achieve long-term sustainability of promoting mental health and well-being

both at personal and population level. MENTOR will support the Member States (MS) in the implementation of

comprehensive public health policies and policy mechanisms by: i) preparing the ground for well-being and mental

health resilience, by developing a Mental Health in All Policies (MHIAP) methodology, which creates favorable conditions

addressing environmental and social determinants; ii) promoting mental health and preventing mental disorders with

emphasis on specific vulnerable groups of population (migrants, refugees, Roma people, people displaced from Ukraine)

and in particular children, adolescents, and youth of these groups; iii) enabling people with mental disorders to live their

lives as fully as possible by protecting rights, enhancing their social inclusion, and tackling stigma; iv) providing equitable

and timely access to high-quality mental health services able to deliver innovative interventions to set people at the

center of their care and meet their identified health- and wellbeing needs.

In order to improve health interventions and health promotion in MS, MENTOR will work also on the use of digital

technology (such as Platforms and Apps) to build mental health services and monitoring systems for the future and take

steps to develop and endorse a set of standards and principles with the aim of ensuring that digital solutions to promoting

and preventative mental health actions are clinically validated, ethical, efficacious, safe, sustainable, trustworthy, and

usable in open access manner.

Within this framework, MENTOR includes two technical WPs reaching following goals:

1. Supported policy makers at national and regional levels in the design, implementation, and improvement of mental health in all policies approaches;

2. Promoted mental health in communities with focus on vulnerable groups, and tackling stigma and discrimination associated with mental health problems and addiction by sharing good practices, methods and online tools;

3. Empowered people with lived experience (PLE) and their inclusion in mental health policy and services;

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4. Provided care pathways to promote proactive and person-centered care for people with mental disorders through the Personal Health Budget;

5. Prepared systems for monitoring mental health in the population, facilitating evaluation, and directing effective action and help to vulnerable groups.

Within this framework, Project Partners will resume existing policies, approaches and actions throughout the EU, referring to Best Practices Portal and fostering collaboration with active EU mental health joint actions, such as JA UME, JA impleMENTAL, and JA preventNCD, as well as with TSI 2024 Flagship “Mental health: Fostering well-being and mental health”.

1.2 Needs analysis and specific objectives

Needs analysis and specific objectives

Describe how the objectives of the project are based on a sound needs analysis in line with the specific objectives of the call. What issue/challenge/gap does the project aim to address?

The objectives should be clear, measureable, realistic and achievable within the duration of the project. For each objective, define appropriate indicators for measuring achievement (including a unit of measurement, baseline value and target value).

Before the COVID-19 pandemic, the most prevalent mental health issues in EU were anxiety and depression, with substance abuse disorders, bipolar disorder, and schizophrenia also being significant concerns. Anxiety disorders were estimated to affect 25 million individuals (5.4% of the EU's total population), with depressive disorders impacting 21 million people (4.5%), and substance abuse disorders affecting 11 million individuals (2.4%). The global mental health situation has deteriorated since the onset of the pandemic, according to the World Health Organization. A Eurobarometer survey carried out in June 2023 indicated that nearly half of the EU's population (46%) reported experiencing emotional or psychosocial difficulties, such as feelings of depression or anxiety, in the past year (Flash Eurobarometer on mental health, June 2023 - European Commission).

It is time to re-orient European mental health services to a recovery-based approach. MENTOR wants to support mental health services in starting a transformative process towards a recovery-oriented practice. This means understanding that each person is different and should be supported to make their own choices, listened to and treated with dignity and respect. Each person is the expert of their own life and support should assist them to achieve their hopes, goals and aspirations. The principle of person-centeredness and empowerment is central to the recovery-oriented mental health system, while the principle of hope is also essential to embracing all the other principles. PLE who have accomplished their recovery are a powerful vehicle of hope for other service users. PLE are relevant actor in evaluating which methods, approaches, structures, conditions support recovery, and which do not. This is crucial knowledge for the improvement of MH services. In MENTOR, PLE will be invited to share their knowledge and experience and cooperate to this transformative process, together with family members, carers, mental health service providers, and other actors from voluntary and community sector.

In parallel, MENTOR aims at addressing needs like equitable access to care for people with mental health conditions, reduction of stigma, recovery and inclusion by implementing shared guidelines for consideration of mental health in all policies, identifying evidence-based guidelines for promotion and prevention interventions targeted to young people and vulnerable groups in general population, supporting recovery-oriented and inclusive practice in the care of people with a mental health condition, and implementing personalized and comprehensive approaches to mental health. MENTOR will deliver specific activities focused on people in need (displaced citizens from Ukraine, PLE, youths with adverse living conditions), for instance developing the methodologic frame and standard for inclusive mental health policy and then creating best practise examples in different communities, the activities is planned to be wide spectrum from seminars and lectures which are taking place in real life setting in community to PLE training groups and digital solutions. In response to the urgent need to validate; ethical, effective, safe, sustainable, trustworthy digital tools, MENTORS aims to endorse a set of standards for monitoring mental health and wellbeing and implement preventative and promotion actions by digital solutions.

In this framework, MENTOR grounds its roots in the expertise and experience of the consortium members, as well as capitalizing the main results of other Joint Action projects such as JA UME, JA impleMENTAL, JA preventNCD, and the TSI 2024 Flagship on Mental health.

They pave the way for the aim of MENTOR of contributing to reduce the burden of mental health problems through sharing experiences of promoting good mental health, as well as preventing mental health problems and disorders in the population, especially vulnerable groups, according to their level of needs by incorporating open access, evidence- based best practices and adapting initiatives across the EU Member States and Associated countries effectively.

Specific objectives:

1. SO1. Ensure efficient dissemination of MENTOR activities/outcomes. 2. SO2. Promote the sustainability and implementation of MENTOR outcomes through the different mental health

care systems across the Europe region.

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3. SO3. Strengthen the capacity of mental health literacy by developing policy recommendations and intervention tools targeted to vulnerable groups and fighting stigma.

4. SO4. Contribute to increasing access to evidence-based practices and innovative approaches of mental health monitoring, promotion and prevention to manage mental health conditions in communities.

5. SO5. Improve monitoring systems of mental health to heighten awareness for mental health problems and ensure earlier detection of individuals at risk and address data driven decisions.

6. SO6. Reduce social inequalities in population targeting people with mental health issues. 7. SO7. Fostering methods to evaluate and implement MHIAP approaches at national and regional levels.

TABLE 1. Planned Key Performance Indicators (KPIs) and related Specific Objectives. The achievements and reaching the KPIs will be reported in the Final Evaluation report (D3.2).

RELATED

SPECIFIC

OBJECTIVES

OUTCOMES KEY PERFORMANCE

INDICATORS

TARGET MEASUREMENT

SO1. Ensure efficient dissemination of MENTOR JA

activities/outcomes

Disseminating current information about the project, participants, best practices organized for international JA Consortium

Organized project’s conferences and events

3 Reports of dissemination activities (D2.2.1)

SO1. Ensure efficient dissemination of MENTOR JA activities/outcomes

Disseminating current information about the project, participants, best practices organized for international JA Consortium and wider public, including through activity on social media

Establishment of project website

1 Launching the project website (D2.2.1)

SO1. Ensure efficient dissemination of MENTOR JA activities/outcomes

Dissemination of MENTOR results/outcomes to community, scientific community and policy makers

Number of presentations at scientific and policy discussion events

3 Reports of dissemination activities (D2.3.1)

SO2. Promote the sustainability and implementation of MENTOR outcomes through the different mental health systems across the Europe

region

Sustainability report

Methodology and core elements for

sustainability defined;

commitment from all implementation partners secured;

Sustainability Action Plans developed;

stakeholder network established and

operational; participation in the

Thematic workshops; a sustainability

coordination body established; consortium

members trained for policy engagement.

Completion of 2 methodology document; all partners have

formally acknowledged their commitment to the sustainability of the project through the

completion of baseline

assessment and SWOT analysis; at

least 70% of completed pilot

projects submitted sustainability action

plans; a diverse stakeholder

network, at least 70% of consortium members attend

and actively contribute to

2 methodology document (Methodology for Sustainability Situation Analysis and key stakeholders’ identification, Methodology for Sustainability Action Plan), Sustainability Situation Analysis document, percentage of pilot projects that have developed and documented sustainability action plans; number of stakeholders engaged and actively participating in the established network; percentage of consortium members participating in thematic workshops; a dedicated sustainability

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thematic workshops,

sustainability coordination body

is formally established; at least 70% of consortium

members have undergone online courses. focused

on policy engagement.

coordination body within the project structure; percentage of consortium members who have completed online courses focused on policy engagement (D4.1.1).

SO3. Strengthen the capacity of mental health literacy by developing policy recommendations and intervention tools targeted to vulnerable groups and fighting stigma

Uptake of MENTOR results/outcomes by professional communities and policy makers

Number of guidelines and other documents (e.g. recommendations) developed

7 Training of different settings (D5.2.4), Models of training and peer support tools (D5.3.2), Guidelines and recommendations for a destigmatization strategy (D5.3.3), Knowledge exchange report (D5.4.1), Assessment of integrated care pathways (D5.4.3), Community-Based Mental Health Policy Prioritization (D5.4.4), Early problematic digital technology use prevention: situation analysis and recommendations for

action (D6.1.2)

SO4. Contribute to increasing access to evidence-based practices and innovative approaches of mental health promotion and prevention to manage mental health conditions in communities.

Identification of best practices and selection of best practices that would allow wide

implementation

Number of best practices identified for wider implementation

At least 4 Personalized prevention/ promotion interventions (D5.2.1), inventory report (D5.2.2), PLE involvement (D5.3.1), Web resource for best practice methods (D6.1.1).

SO4. Contribute to increasing access to evidence-based practices and innovative approaches of mental health promotion and prevention to manage mental health conditions in communities.

Improvement of national/subnationa l policies and actions

Number of Member States implementing best practices

At least 6 Pilot implementation of identified good/best practices (D5.2), media guide (D5.2.3), integrated care pathways (D5.4.3) and web resources (D6.1.1, D6.2, D6.3)

SO5. Improve monitoring systems of mental health to ensure earlier

Promoted access to applicable tools and methods both for prevention and

Number of innovative approaches

3

Definition of an integrated care pathway (D5.4.2), Online platform for mental health promotion

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detection of individuals at risk and address data driven decisions.

promotion in different settings throughout the life course, targeting diverse population groups across Europe, including vulnerable groups

identified for

piloting and testing

Number of measurement tools

implemented

Number of languages a measurement tools are available in.

Number of mental health surveys conducted with vulnerable populations

3

5

1

(D6.2.1), Happ app

(D6.2.2)

Implementation of tools to assess mental health problems and risk factors through self-report from adolescents and adults in multiple European

languages (D.6.3)

SO6.Reduce social inequalities in population targeting people with mental health issues.

Improve the scope and approach to mental health problems among vulnerable groups, stakeholders involved, actions promoted

Actions to raise awareness and break stigma for people with mental health issues among different

targeted audiences

Number of mental health assessments implemented among vulnerable groups

5

1

Advocacy communications materials, digital advocacy strategy (D5.2.3)

PLE involvement (D5.3.1), Guidelines and recommendations for a destigmatization strategy (D5.3.3), Knowledge exchange report (D5.4.1), Community-Based Mental Health Policy

Prioritization (D5.4.4)

Implementation of online mental health assessment for persons displaced from Ukraine. (D6.3.3)

SO7. Fostering methods to evaluate and implement MHIAP approaches at national and regional levels

Developed and encouraged collaboration at policy level among different sectors to improve policies in mental health and well-being issues

Methodology to support implementation of MHIAP approaches at national and/or regional level is available to Member States

1 Report on state-of-the-art knowledge on methodology, evaluation and implementation of mental health in all policy (MHIAP) cycles in Europe, at national, regional and local level (D5.1.1)

Piloting of MHIAP guidance at local/regional and national level (policy action) (D5.1.2)

Shared learnings and identified synergies on how integrated policies may best support the promotion of equitable mental health/well- being (D5.1.3)

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#@COM-PLE-CP@#

1.3 Complementarity with other actions and innovation — European added value

Complementarity with other actions and innovation

Explain how the project builds on the results of past activities carried out in the field and describe its innovative aspects. Explain how the activities are complementary to other activities carried out by other organisations.

Illustrate the European dimension of the activities: trans-national dimension of the project; impact/interest for a number of EU countries; possibility to use the results in other countries, potential to develop mutual trust/cross-border cooperation among EU countries, etc.

Which countries will benefit from the project (directly and indirectly)? Where will the activities take place?

MENTOR is fully aligned with and complements public health strategies as well as other on-going investments and

capacity building initiatives. Most of the planned activities have potential to exert a substantial impact on several key

mental health issue across Member States and should attract interest from many countries. Specifically, there is a

great effort of the EC in supporting several multifaceted initiatives on mental health, in line with WHO Mental Health

Action Plan recently extended to 2030 (https://apps.who.int/gb/ebwha/pdf_files/WHA72/B144_REC1_EXT-RES-DEC-

en.pdf?ua=1) and with the recent WHO Report “Guidance on community mental health services: promoting person-

centred and rights-based approaches”. All these European major institutions promote a view of mental health care that

relies on two pillars. First, a global, whole-of-society approach to mental health based on an integrated cross-sectoral

response, including not only the health sector, but also education, research, welfare, housing, and labour market

policies. Second, a strong focus on community mental health programs and integration with primary care clinics and

community services, which are keys to reaching a larger portion of populations and to improve access to mental health

care for people with disabilities, and for neglected and at-risk populations. These two pillars are fully considered in

MENTOR, which includes several initiatives aimed at actually translating these principles into practice.

Obstacles to good mental health cannot be overcome within the health system alone. Hence, the June 2023

‘Commission Communication on a comprehensive approach to mental health’ underlines the need to integrate mental

health across policies and adopt a ‘mental health in all policies’ (MHIAP) approach. Actions ‘supporting favorable

conditions for mental health and increasing resilience, implementing Mental Health in All Policies’ were already

identified as a priority in the context of the 2022 ‘Healthier Together’ EU NCD Initiative. In the consultation process

linked to this initiative, MHIAP topped the list of Member States’ preferred areas for action. MENTOR follows up on this

by supporting policy makers at national and regional level in the design, implementation, and innovation of MHIAP. It

will gather, exchange and transfer expertise on MHIAP. It will also develop and pilot a flexible methodology to evaluate

MHIAP approaches. In doing so, MENTOR will take account of the Health Policy Platform’s 2023 Joint Statement for

Mental Health in All Policies as well as the recommendations for action on MHIAP that resulted from the 2013-2016

Joint Action on Mental Health and Well-being. MENTOR will also build on the work on mental health literacy and MHIAP

that are proposed in the JA PREVENT (expected to commence in 2024). PREVENT’s mapping activities can inform

MENTOR’s national level efforts. MENTOR will, however, also include regional/local and quality perspectives, and a

focus on common shared solutions and sustainability.

MENTOR will also explore potential synergies with other health related initiatives capitalizing other initiatives such as

the EU4Health Joint Action (ImpleMENTAL, PREVENT-NCD), Horizon Europe Program (e.g. IMPROVA,

Schools4Health), EU-PROMENS, the European Alliance against depression, the EU Public Health Best Practice Portal

the Erasmus+ Program (projects HOORAY, SPHERE and EASMH), the 2023 Flagship TSI Youth First, the TSI 2024

Flagship “Mental health: Fostering well-being and mental health”, as well as other international initiatives (i.e., Australia)

which aim to support the wellbeing, education, training, social protection, and labor prospects of children and youth.

Finally, MENTOR will include in its activities some of the tools which are being developed by the ongoing JA

ImpleMENTAL, such as the dashboard of mental health indicators to contribute to a better and more efficient use of

data and information for the monitoring and evaluation of intersectoral, community-based mental health promotion and

care services and prevention. In addition, from the Horizon 2020 project ImpleMentAll, MENTOR will make use of the

ItFits-toolkit for streamlining implementation of interventions as basis for developing guidelines for up-scaling and

implementing the digital mental health services into the wider EU. In addition, the leaders of the technical working

packages will coordinate their activities and explore synergies with the just started JA PREVENT-NCD. Finally,

MENTOR will also seek coordination with the WHO and EU JRC by considering members from these organisations

for advisory roles.

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2. QUALITY

2.1 Concept and methodology

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Concept and methodology

Outline the approach and methodology behind the project. Explain why they are the most suitable for achieving the project’s objectives.

The concept of MENTOR is linked to the general and specific objectives above-mentioned, supporting the policy objective of reducing the burden of mental health problems. Specifically, the scope of the MENTOR is to reduce the burden of mental ill health through monitoring, promoting good mental health as well as preventing effectively mental health problems and disorders across the EU.

The JA MENTOR is structured based on six work packages, the four mandatory WPs: Coordination (WP1), Dissemination (WP2), Evaluation (WP3) and Sustainability (WP4), plus two technical WPs (WP5 “Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions” and WP6 “Innovative Digital Solutions for Improving Mental Health across Europe”).

The approach includes mapping evidence-based interventions/knowledge in MHIAP, promotion/prevention, PLE inclusion in mental health services and Personal Health Budget methodology, digital mental health promotion solutions and mental health monitoring systems. On this basis, piloting activities or informed discussion among MSs will be instrumental for identification and implementation where possible of an integrated prevention/promotion/care pathway in EU Member states. Further, the development of guidelines and selection of best practices will assure a substancial advancement in the key priorities addressed by the Healthier Together Mental Health initiative. In this perspective, we are aware that shortage of mental health professionals and inequality in healthcare access are challenges that many EU MS face, which can hamper the implementation of such integrated approach. These challenges were in many cases deepened by the COVID-19 pandemic. Simultaneously, COVID 19 and social distancing speed up advances in and adaptation of digital technologies. By utilizing the advantages of digital technologies, our aim is to offer effective, decentralized solutions to support mental health and wellbeing that can easily be upscaled in a comprehensive approach to mental health. A productive interaction between the two technical WPs, assured by the planned consortium meetings and WP leaders’ continuous horizontal coordination, will allow project partners to cooperate for the implementation of harmonized and sustainable results, addressed for a large number of EU MSs.

A common methodology for the activities’ implementation will be set up in WP1, with a contingency plan as well as the possibility of variation based on WP specific needs.

The methodology of MENTOR will be designed and structured for:

1. Enhancing mental well-being and mitigating mental health issues by adopting the most effective and promising strategies, practices, and actionable research findings.

2. Establishing a coordinated effort across various governmental departments and key stakeholders to integrate mental health considerations into all policies.

3. Developing resources and methods to improve mental health monitoring, awareness and literacy, including early identification of individuals at risk in community environments like schools and workplaces, with special attention to the needs of vulnerable populations.

4. Enhancing access to evidence-based, innovative, and personalized mental health management strategies and treatments, including community-centered care, self-help tools, and social prescriptions for improved outcomes.

5. Establishing supportive environments for patients, their families, and caregivers, both formal and informal, aiming to enhance their quality of life and combat stigma.

6. Reduce social inequalities in population targeting people with mental health issues

7. Capitalizing good practices and assuring the complementarity with other JA such as JA UME, JA impleMENTAL, and JA preventNCD, as well as with TSI 2024 Flagship on mental health

To achieve JA MENTOR results, a project methodology will be built around 4 main types of activity, each of them will be accomplished in the manner and following unite quality standards that every activity can be replicated in any MS environment

1. Events for disseminating MENTOR results/involving people/raise awareness: The aim is on the one hand to present MENTOR results/outcomes to stakeholders, general population, scientific community and policy makers; on the other hand the aim is to involve specific goals (reached with the activities in target communities for instance for PLE, in the communities with refugees or other communities where is high proportion of vulnerable groups citizens) and to raise their awareness about the importance to reduce the burden of mental health problems. All the WPs will use common methodology to communicate, as well as the same visual identity to organize such events, identifying, for each activity, the best specification based on the concept of the event (WP2, awareness campaign, WP5, etc.)

2. Identification of good/best practices: the aim is to contribute to increasing access to evidence-based practices and innovative approaches of mental health monitoring, promotion and prevention to manage mental health conditions in different communities and settings. Technical WPs will conduct analysis and mapping studies on existing good/best practices, as well as surveys and questionnaires. These activities will be made using both CAWI (Computer-Assisted

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Web Interviewing) and CAPI (Computer-Assisted Personal Interviewing) offering efficiency and accuracy. CAWI reaches a wide audience quickly and cost-effectively online. CAPI ensures data accuracy through in-person interviews.

3. Pilot/Best practice implementation: the aim is to contribute to increasing the number of MS implementing best practices. Focused Pilots will be implemented within WP5 and WP6. For those tasks concerned, task leaders will develop the methodology plan for Pilots development, providing guidance and timeline. Moreover, Project Partners will collect (qualitative and quantitative) data to monitor the pilot advancement in order to assess their outcomes.

4. Creation of Guidelines/recommendations: several tasks aim to strengthen the capacity for mental health literacy by developing policy recommendations and intervention tools targeted to vulnerable groups and fighting stigma. Technical WPs results will create innovative approaches to improve national/subnational policies and actions. For those tasks concerned, each Task leader will develop the methodology plan for this kind of report, providing guidance and timeline.

FURTHER COMMON METHOLODGY: SUSTAINABILITY, ETHICS AND GDPR

In WP4 a methodology for the sustainability of project results, final recommendations and future action plans will be developed for all Partners. Elements of sustainability foreseen policy environment, ownership of sustainability and culture of communication and consensus seeking. In all WPs Project partners will use data-storage solutions, compliant with data-protection laws in different countries and with GDP regulations. The ethical standards and principles will be rigorously applied. WP leaders will monitor legal compliance, as well as the coordination of the data with the EHDS.

The management approach of the JA is based on the PM2 methodology of the European Commission, adapted to the context of the MENTOR to ensure smooth management and implementation. The management structure of JA has been designed to respond to the needs of a large-scale consortium that involves a broad range of Competent Authorities and Affiliated Entities at European level for the implementation and sustainability of the MENTOR activities.

The Project Handbook is one of the main real-life products of the Joint Action. It summarizes the project objectives and documents, the selected approach for achieving the project goals. The Project Handbook will be based on the Grant Agreement, which includes the agreed project work plan and budget along with other important aspects of the project, as well as the Consortium Agreement. JA Coordinator will establish user friendly Project Handbook with many of the documents being integrated in the selected project management software tool. In this way all documentation will be kept online, ensuring accessibility and an effective controlling process. The Project Handbook/project management tool will be kept up to date by the coordinators. The Project Handbook will also contain the data management plan in

which technical and legal requirements for data sharing and exchange will be detailed.

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2.2 Consortium set-up

Consortium cooperation and division of roles (if applicable)

Describe the participants (Beneficiaries, Affiliated Entities and Associated Partners, if any) and explain how they will work together to implement the project. How will they bring together the necessary expertise? How will they complement each other?

In what way does each of the participants contribute to the project? Show that each has a valid role and adequate resources to fulfil that role.

Note: When building your consortium you should think of organisations that can help you reach objectives and solve problems.

The MENTOR consortium is large and has extensive geographical coverage across Europe: 43 institutions across 20 countries. Each participating institution brings relevant complementary expertise and experiences to the consortium. The consortium has the optimal know-how, qualifications and resources to successfully implement the project, and has demonstrated excellent collaboration during the preparation of the proposal. This action can be best carried out by this kind of consortium of the Member States and Associated countries authorities - public health authorities as they have the required legal and technical competences and responsibilities to implement the Union policies at national level. The consortium was built with focus on inclusiveness and considering the differences by country. The participating countries and their institutes are listed below.

CYPRUS, State Health Services Organisation- Directorate of Mental Health Services (SHSO-MHS), Beneficiary

The Mental Health Services Directorate is the largest mental health care provider in the Republic of Cyprus. It

implements policies and develops actions and programmes that promote prevention, organises and operates services

and structures according to the needs of the population. The key principles of the Directorate of Mental Health Services

are the improvement in accessibility, the adequate efficiency and effectiveness of services and interventions, the

equality in providing care based on the needs of patients and respect for human rights.

DENMARK, Southern Region of Denmark (RSD), Beneficiary

RSD is represented by the Centre for Digital Psychiatry in the Mental Health Services (CEDIP). CEDIP conducts research in as well as development and implementation of digital treatment offers for patients suffering from mental health disorders. Among other treatments, CEDIP offers guided internet-based cognitive behavioral therapy (iCBT) for

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anxiety, depression, and binge eating disorder (BED), online self-help for BED, and blended internet-based and face- to-face treatment for alcohol use disorder (AUD) in collaboration with Danish municipalities.

ESTONIA, Ministry of Social Affairs (MOSA), Beneficiary

The Ministry of Social Affairs (MOSA) is a governmental authority, which main function assigned by law or pursuant to law is to exercise executive power. The mission of MOSA is to develop a living environment, where everyone has equal chances to live in dignity. The Metal Health Department is responsible for planning mental health policy and organise its implementation. The department is also tasked with planning multisectoral developments and responsibilities, involving different ministries and levels of governance.

FINLAND, Finnish Institute of Health and Welfare (THL), Beneficiary

The Finnish Institute for Health and Welfare (THL) is an independent state-owned expert and research institute that promotes the welfare, health and safety of the population. THL’s duties are established in the Finnish legislation. The key duty is to carry out research and expert work to prevent illnesses and social problems, develop the welfare society, support the social welfare and health care system and the social security system. In addition, THL serves as a statistical authority and maintain statistics and registers in our field, provides social and health care services and forensic medicine services for which the state is responsible and steers the national information management in social welfare and health care services, including the development of systems aimed at processing the health and welfare data of

the Finnish citizens.

FRANCE, French Ministry of Health and Prevention – Directorate General for Health & Ministerial Delegation for mental health and Psychiatry (MoH FR - DGS), Beneficiary (Competent authority)

The Directorate General for Health, within the Ministry of Health and Prevention (MoH), develops, implements and evaluates public health measures and policies with the aim of maintaining and improving the general health status of the population through health promotion and prevention. It proposes objectives and monitors mental health policies. The Ministerial Delegation for Mental Health and Psychiatry is in charge of the implementation of the French strategy for Mental Health and Psychiatry, ensuring that it is rolled out across the country, and helping to support changes in psychiatry in order to develop high quality, diversified, and personalised medical care that is accessible to the entire population.

GERMANY, Federal Centre for Health Education (BZgA), Beneficiary

The Federal Centre for Health Education (BZgA) is a subordinate authority to the Ministry of Health (BMG). BZgA strengthens people’s knowledge, attitudes and abilities, enabling them to behave healthily, recognise and avoid risks, and thus assume responsibility for their own health and that of others. Preventive healthcare and health preservation are the two top-priority goals of BZgA’s work. Its measures and programmes contribute to reducing the incidence of new cases of disease in key fields of education (primary prevention) and to improving the early detection of disease (secondary prevention), as well as to generally strengthening health-related potentials (health promotion).

GERMANY, Medical School of Brandenburg (MHB), Associated partner

MHB is running a hospital with an associated community based mental health structure. In an Integrated Working Group Mental Health*, MHB implements theory-building, applied and method-reflexive research projects. All projects involve researchers with experiential expertise and are pooled within our IAG as the Mental Health Co-Lab*. This includes joint scientific projects, e.g. methodological research, but also other activities, e.g. networking within the IAG or beyond. In most of the projects, scientific staff members work who have experience with mental crises, impairments, illnesses, or deviations from the norm.

GERMANY, Senate of Bremen (SB), Affiliated entity

SB is the political and administrative structure in the German country Bremen (650.000 inhabitants). The Department

of health is responsible for the administration, control, planning, evaluation and funding of health measures in Bremen.

The sub-department of mental health and drug addiction is focused on transformation of hospital structures in

community-based services and involvement of users of mental health services (so called experts by experience) in the

planning, delivery and evaluation of mental health services. The head of the sub-department has developed a training

fpr experts by experience which enhances their participation in different structures.

GERMANY, Universitaet Leipzig (ULEI), Affiliated entity

At ULEI, the Department of Psychiatry of Leipzig University Medical Centre provides psychiatric care for a catchment

area of approximately 70 000 people in Leipzig. Its research department is internationally recognized for its work on

the stigma of mental illness, time trends and changes in public attitudes, and the stigma of substance use disorders in

particular. Funded by the German Ministry of Health, ULEI has developed a Media Guide to stigma-free reporting on

substance use disorders ULEI has built strong links to user led research groups and employs peer researchers among

its staff.

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HUNGARY, National Centre for Public Health and Pharmacy (NNGYK), Beneficiary

NNGYK functions as a central budgetary authority being a central agency under the direction of the Minister

responsible for public health. NNGYK has national competence within its scope of activities. In order to fulfil the public

health goals set out in the legislation, NNGYK performs managing, coordinating and supervising activities related to

public health (especially environmental and settlement health, food and nutritional health, child and young health,

radiohygiene and chemical safety), epidemiology, health development (health protection, health education, health

promotion), and public health administration, as well as supervision of healthcare provision; furthermore on the basis

of delegated competence NNGYK carries out tasks and duties relating to occupational health (workplace hygiene,

occupational medicine), exercises and executes private law rights and duties in the field of occupational health.

HUNGARY, National Directorate General for Hospitals (OKFŐ), Affiliated entity

The National Directorate General for Hospitals (OKFŐ) serves as the national authority for healthcare in Hungary. It

operates and oversees more than 100 state-owned hospitals, playing a crucial role in the coordination, development

and quality assurance of healthcare provision and services. Monitors the operation of the healthcare system, facilitates

strategic government decisions concerning the revision of the healthcare provision, and contributes to the

establishment of a new, integrated, transparent national healthcare system. Furthermore, OKFŐ holds responsibility

for the allocation of primary care praxis rights and plays a key role in shaping Hungary’s eHealth strategy.

HUNGARY, Bethesda Children's Hospital (BCH), Affiliated entity

The Bethesda Children's Hospital is the only church-run children's hospital in Central and Eastern Europe that provides

comprehensive care for patients up to the age of 18. The quality of paediatric care is outstanding in all areas, although

their commitment to neurology is particularly noteworthy. Within their Psychosomatic Ward, they offer specialised care

for children facing challenges such as dysthymia, behavioural disorders, generalised anxiety disorders and learning

difficulties. The Department of Paediatric Surgery offers a wide spectrum of medical services covering general

paediatric surgery, traumatology, paediatric urology and orthopaedic surgery.

ICELAND, Directorate of Health (Directorate of Health), Beneficiary

The Directorate of Health is a government agency headed by the Director of Health. Its principal role is to promote high-quality and safe health care for the people of Iceland, health promotion, and effective disease prevention measures. Its activities are set out in the Medical Director of Health and Public Health Act, No. 41/2007, as well as in other provisions of law and regulations. Participation in JA MENTOR is managed by the Division of Public Health. The division coordinates health promotion approaches for municipalities, schools, and workplaces in creating an environment that promotes health and wellbeing, including mental health. The Directorate of health also regularly informs and participates in governmental policymaking, including mental health and wellbeing.

ICELAND, Primary Healthcare of the Capital Area, Iceland (PHCI), Affiliated entity

The Primary Health Care of the Capital Area in Iceland is a network of 15 health care centers located in the capital area. They provide comprehensive and coordinated health care services based on the expertise of various professionals and interdisciplinary collaboration accessible to all residents of the capital area. The centers offer a wide range of services such as sample collection, vaccinations, consultations with doctors and nurses, skill and health assessments, mental health centers, and more. The Children’s Mental Health Centre and the Development Centre for Primary Health Care also take part in MENTOR, they work on a national level and are a part of PHCI.

ICELAND, Landspitali National University Hospital (NUHI), Affiliated entity

The National University Hospital of Iceland is the leading hospital in Iceland and the largest workplace for employees in health care. It is funded by the Ministry of Welfare, supervised by the Directorate of Health and provides specialized and general care and has the capacity of approx. 700 beds. The main role of Landspítali is threefold; service to patients, teaching and training of clinical staff and scientific research. Its purpose is to supply health service of the highest quality, be competitive in worldwide respective and it emphasizes on compassion, progress, safety and professionalism.Two units within NUHI’s Mental Health Services will be participating in MENTOR.

ITALY, Istituto Superiore di Sanità (ISS), Beneficiary

The Istituto Superiore di Sanità (ISS) is the leading technical and scientific public body of the Italian National Health

Service. Its activities include research, control, training and consultation in the interest of public health protection. The

ISS conducts scientific research in a wide variety of fields and provides technical support for health-related

environmental surveys and for investigations of epidemics and other public health problems at national, regional and

local level. ISS does training activities to address the needs of the National Health Service, cooperates with the Ministry

of Health, Italian Regions and SSN to accomplish health policies on the basis of scientific evidence in the field of

prevention and health promotion.

ITALY, The Azienda Unità Locale Socio Sanitaria n. 4 "Veneto Orientale" (ProMIS), Affiliated entity

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ProMIS is a network which involves the Italian Ministry of Health, the 21 Italian Regions, Autonomous Provinces and the National Agency for Regional Health Services (AGENAS). Its mission is to strengthen regional/national cooperation by scaling-up regional health practices and policies at EU level. ProMIS promotes the dissemination of EU policies, best practices and funding opportunities in the framework of health, research, innovation and change management.

ITALY, Azienda Sanitaria Locale Città di Torino (ASL of Turin), Affiliated entity

The ASL of Turin is the local health agency, covering the territory of the city of Turin, in the Region of Piedmont, North-

Western Italy. Local health agencies in Italy deliver health assistance to resident people. They receive financial

resources by respective Regions and ensure primary care as well as hospital and community care. Together with

health assistance they may also develop projects of public health interest. al local or national level. At present the ASL

of Turin is coordinating a national project on peer support in mental health services, funded by the Italian Ministry of

health.

ITALY, Universita' Degli Studi Di Milano Bicocca (UNIMIBI), Affiliated entity

The Università degli Studi di Milano-Bicocca was founded in 1998 with a very precise mission: to make research the

strategic foundation of all institutional activity. Today, the University of Milan-Bicocca is a multidisciplinary university

that trains professionals in various fields: economic-legal, scientific-technological, medical, sociological-statistical,

psychological and pedagogical. In particular, the Department of Statistics and Quantitative Methods contributes to the

training of professionals and to the production of knowledge and evidence with particular reference to the areas of

population and society, public health, welfare, finance, markets and the energy sector.

ITALY, Lombardy Region, Associated partner

Lombardy Region has a long-standing expertise in the area of health information systems and specifically of those

related to mental health services. It is the Italian Competent Authority for the Joint Action ImpleMENTAL (2021-2024)

developing a dashboard of mental health indicators to monitor the care delivery and to evaluate the quality of the

mental health care provided by mental health services.

LATVIA, Riga Centre of Psychiatry and Addiction Disorders (RPNC), Beneficiary

RPNC is the largest psychiatric and addiction medicine institution in Latvia and the oldest in the Baltics, opened on 21 September 1824. Nearly 7 500 inpatients are treated annually, while the number of outpatient visits per year is more than 88 000. The RPNC provides all level clinical treatment in mental health care, forensic psychiatric, psychological and complex examinations, clinical research and education base for universities in Latvia as well as collaborate with social service providers and other institutions. RPNC is providing the methodological standard development, including the development of quality criteria of mental health care in Latvia. RPNC is in the close collaboration with Ministry of Health of Latvia in developing the national mental health policy documents and initiatives and assisting with supervision new service implementation in practise. Participation in JA MENTOR is managed by experienced team ensuring wide expertise both in project management and mental health.

LITHUANIA, Ministry of Health of the Republic of Lithuania (SAM LT), Beneficiary

Ministry of Health of The Republic of Lithuania is one of 14 ministries of the Government of the Republic of Lithuania. Its mission is long and fulfilling healthy person’s life, and it is the main body responsible for policy making, coordination and organization in Lithuania. The main objectives are to increase the longevity of healthy life, to reduce regional and other disparities, improve happiness of the population in the field of mental health, the ministry ensures policymaking in the field of mental health promotion and prevention, mental health service provision, control of tobacco, alcohol, and

drugs.

LUXEMBOURG, Direction de la Santé (DISA), Associated Partner

The directorate of health ("Direction de la santé") is the Luxembourgish public health authority and is linked to the Ministry of Health. We define public health objectives and contribute to the national health strategy. Our missions are to measure and promote good social, mental and physical health and wellbeing, to implement disease prevention measures and public health policy, to increase health and health care quality and to promote and execute scientific research on health-related topics. The directorate of health employs over 350 professionals, most of which have a medical or scientific background.

NETHERLANDS, National Institute for Public Health and the Environment (RIVM), Beneficiary

The National Institute for Public Health and the Environment (Dutch acronym: RIVM) is an agency of the Dutch Ministry of Health, Welfare and Sport. As a governmental research and knowledge institute, RIVM aims to safeguard and promote public health and environmental quality by providing scientific and policy advice related to governmental bodies at (sub)national and international level. RIVM and its staff have a track record in providing expert advice to the EC and EU agencies to the WHO and OECD, and in participating in EU-funded research and actions. RIVM’s Public Health and Health Services Division holds responsibilities on, i.e., health monitoring and reporting (also linked to mental

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health), effectiveness of policy and prevention interventions, and supporting professionals and local authorities on planned, evidence-informed health promotion.

NETHERLANDS, Trimbos Institute (Trimbos), Affiliated entity

The Netherlands Institute of Mental Health and Addiction (Trimbos Institute) is one of the largest Dutch knowledge

institutes in the field, sitting at the intersection of policy, research, and practice. It has over 20 years of experience

across themes like alcohol, drugs, tobacco control, public mental health, gambling, and digital balance. Trimbos has a

long history as a WHO Collaborating Centre for Mental Health and collaborates closely with education and public health

institutions, municipalities, national governments, mental health services, and service user organisations. Trimbos

provides technical expertise to the EC, EU organisations and governments and is active in various mental health and

substance use projects throughout Europe and beyond.

NORWAY, Norwegian Institute of Public Health (NIPH), Beneficiary

NIPH is a national competence institution under the Ministry of Health and Care Services. Its mission is to produce, summarize, and disseminate knowledge to support good public health efforts and healthcare services, to contribute to better health in Norway and worldwide. NIPH supports the Ministry of Health and Care Services, the Directorate of Health, the Norwegian Food Safety Authority, the Norwegian Environment Agency and other national and local authorities and services with relevant knowledge. NIPH compiles and disseminates information about health-related topics for use in knowledge-based practice and public debate. NIPH operates and develops a modern infrastructure for knowledge, including health data and digitalization.

NORWAY, Statistics Norway (SSB), Affiliated entity

Statistics Norway is the national statistical institute of Norway and the main producer of official statistics. SSB is responsible for collecting, producing and communicating statistics related to the economy, population and society at national, regional and local levels. Statistics Norway also conducts extensive research and analysis activities. Statistics Norway reports to the Ministry of Finance and is subject to the provisions of the Statistics Act. However, Statistics Norway is a professionally autonomous organisation, which means it can determine what it publishes, as well as how and when the publishing takes place. Statistics Norway participates actively in the international statistical cooperation.

NORWAY, The Norwegian Directorate of Health (HDIR), Associated Partner

HDIR is an executive agency and professional authority under the Ministry of Health and Care Services. The directorate shall improve the health of the citizens and the community as a whole through targeted activities across services, sectors and administrative levels. The Directorate shall do so by virtue of its role as an executive agency, as a regulatory authority and as an implementing authority in areas of health policy.

POLAND, National Health Fund (NHF), Beneficiary

The National Health Fund (Narodowy Fundusz Zdrowia – NFZ) is a public payer in Polish health care system. NFZ is an institution placed directly under the Ministry of Health and is responsible for financing health services provided to holders of public health insurance, negotiating and signing contracts with health care providers and covering the costs of health care services provided in other EU Member States to Polish citizens. NFZ develops and implements health programs and policies and conducts health promotion and prevention. NFZ has participated in many health-related projects financed by the European Commission.

ROMANIA, National Centre for Mental Health and the Fight Against Drugs (NCMHFAD), Beneficiary

NCMHFAD is a public institution, under the coordination of Romanian Ministry of Health. It was founded in 2009 and

its main activities consist in coordination, implementation and evaluation of mental health public policy in Romania.

Our mission is to contribute to the development of a mental health system, by developing and implementing policies,

programs and projects in the field of mental health, so that every person has access to quality healthcare. In the past

years, the NCMHFAD has also acquired experience in implementing European projects with non-reimbursable funding

and seeks to upgrade public policies in mental health for improvement of the population quality of life.

SLOVENIA, National Institute of Public Health (NIJZ), Beneficiary

NIJZ is the central Slovene institution for public health practice, research and education. Its academic staff work on epidemiology of communicable and non-communicable diseases, health promotion, health protection, health system research and coordination of preventive programmes in primary health care. NIJZ provides research in the field of health and protects and increases the level of health of the population by raising the awareness of population and carrying out other preventive measures. NIJZ currently participates in over 75 Slovene and EU-funded projects and has a coordinator’s role in 6 prominent EU-funded Joint Actions (EPAAC, PARENT CanCon, Best ReMaP, iPAAC and CraNE).

SPAIN, Instituto de Investigación en Sistemas de Salud (Biosistemak), Beneficiary

Biosistemak (former Kronikgune) is the Basque Institute for Health Systems Research. The institute aims to advance in evaluating health policies and services, developing intervention models, and disseminating and analysing health

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systems change and implementation. Since its foundation in 2011, Biosistemak has participated, together with Osakidetza (the Basque Public Healthcare Provider), in more than 20 projects and actions financed by different programmes and calls of the European Commission. Together, they pursue the continuous adaptation and transformation of the health system to meet the challenges facing health systems, supporting their effectiveness, efficiency, safety and sustainability.

SPAIN, Subdirección General de Adicciones, VIH, ETS y Hepatitis Víricas. Generalitat de Cataluña (GENCAT), Affiliated entity

The Health Department of the Government of Catalonia (GENCAT) is the main governmental health institution in Catalonia (Spain). Responsibility on mental health promotion and prevention programs relay mostly at the General Sub-directorate for Addictions, HIV, STD and Viral Hepatitis (SGAVIH), which accumulates more than 20 years of experience implementing programs different health settings, as well as participation in numerous national and international research projects.

SPAIN, Fundació de Recerca Clínic Barcelona-Institut d’Investigacions Biomèdiques August Pi i Sunyer (FRCB-IDIBAPS) and Hospital Clínic de Barcelona (HCB), Affiliated entity

Fundació de Recerca Clínic Barcelona-Institut d’Investigacions Biomèdiques August Pi i Sunyer (FRCB-IDIBAPS) provides infrastructural and managing and logistical support to the biomedical research activities of the research groups of the Hospital Clínic de Barcelona. The interdisciplinary addictions research team dedicated to the JA has a long- standing track record of designing, implementing and coordinating both large-scale EU-funded collaborative public health projects and nationally funded translational research projects.

SPAIN, Institut Català d’Oncologia (ICO), Affiliated entity

The Catalan Institute of Oncology (ICO) is a public non-profit centre attached to the Catalan Health Service that works exclusively in the field of cancer. ICO is the reference cancer centre for nearly 50% of the adult population of Catalonia and its approach to the disease is comprehensive, combining prevention, patient care, training, and research. The ICO Psycho-oncology Service, aimed at promoting the mental health of cancer patients/carers, is working on the analysis and implementation of national recommendations regarding psychological care for patients/carers. This experience is relevant to WP5, which will explore MS approaches to developing/integrating mental health strategies and policies.

SPAIN, Fundación Instituto de Investigación Marqués de Valdecilla (IDIVAL), Affiliated entity

The IDIVAL Group Research in Mental Disorders consists of Professionals dedicated to investigating the causes of mental disorders, improving prevention and early intervention, and enhancing successful treatments for sustained mental health. It covers 6 main lines: Schizophrenia Spectrum Disorders, Neurodevelopment and Child-Youth Population, Suicidal Behavior and Suicide Prevention, Psychological Treatments in the National Health System, Personality Disorders and Neuropsychology. The group collaborates in several national and international projects and consortia such as CIBERSAM, DISCOURSE, ENIGMA, PsychUp and Origen Digital.

SPAIN, Fundación para la Formación e Investigación Sanitarias de la Región de Murcia (FFIS), Affiliated entity

FFIS is a public nonprofit organization which depends on the Ministry of Health of the Region. It is responsible for managing the continuing education of 21,000 professionals of SMS, promotion, development, management and dissemination of biomedical research programs and management of regional research structures in Institutions and health centers. It also develops and implements new health innovation programs for all citizens at the Region of Murcia and the management body of the Institute for Biomedical Research of Murcia (IMIB).

SPAIN, Servicio Murciano de Salud (SMS), Affiliated entity

SMS is a public entity responsible for health care in the Region of Murcia, integrating a total number of 11 hospitals, with 3,651 beds and 508 outpatient appointments of primary care, and providing healthcare to 1.47 million inhabitants (about 3.09% of the whole Spanish population). In the exercise of its functions, the SMS provides services and undertake the following actions: Health Promotion; Prevention of the disease; Comprehensive Primary Health Care; Specialized Healthcare; Rehabilitation; Provision of therapeutic products necessary for the promotion, preservation and restoration of health and prevention of disease; any other service or activity that is related to health.

SPAIN, Servicio Andaluz de Salud (SAS), Affiliated entity

Servicio Andaluz de Salud (Andalusian Health Service, SAS) is a public body providing all healthcare services to the 8.4 million inhabitants in Andalusia through a network of integrated healthcare facilities (1,518 primary care centres and 49 hospitals). The Mental Health Unit at the Regional University Hospital of Malaga, is a consolidated research group in Basic, clinical and Epidemiological Research in Mental Health, belonging to the Biomedical Research Institute of Málaga (IBIMA) focus on the development, validation and evaluation of digital solutions for prevention, diagnosis, monitoring and treatment in Mental Health.

SPAIN, Fundación para la Formación e Investigación de los Profesionales de la Salud de Extremadura (FundeSalud), Affiliated entity

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FUNDESALUD (FS) is the Public Foundation (non-profit) ascribed to the Regional Ministry of Health and Social Services at the Government of Extremadura. FS has been performed piloting and validation of health technology in different projects. FS manage the Research and Innovation in the entire healthcare service in Extremadura, which involves over 18,000 employees, including health professionals and other staff.

SPAIN, Servicio Extremeño de Salud, The Extremadura Health Service (SES), Associated Partner

SES is the body in charge of the public health care system in Extremadura. It belongs to the National Health System and was created in 1986. It is attached to the Regional Ministry of Health and Social Services, and has its legal personality and treasury and powers of treasury management for its purposes.

SWEDEN, Public Health Agency of Sweden (PHAS), Beneficiary

PHAS is a national government agency responsible for public health practice. The overall goal is to ensure good and equal health in the population to strengthen a positive development in society. The agency´s main tasks include monitoring of population health developments, health promotion and prevention and communicable disease control and operational support.

UKRAINE, State institution "Public Health Centre of the Ministry of Health of Ukraine" (PHC), Beneficiary

The Public Health Centre of the Ministry of Health of Ukraine is the leading expert institution in health care, specializing

in disease control, promotion of a healthy lifestyle, and mental health support. The centre’s activities aim to improve

mental well-being and support people facing mental challenges. The centre actively provides support, develops

rehabilitation programs, and increases awareness of mental issues, promoting a healthy mental state in the

community.

2.3 Project teams, staff and experts

Project teams and staff

Describe the project teams and how they will work together to implement the project.

List the staff included in the project budget (budget category A) by function/profile (e.g. project manager, senior expert/, junior expert, trainers/teachers, technical personnel, administrative personnel etc. — use the same profiles as in the detailed budget table, if any) and describe briefly their tasks. Provide CVs of all key actors (if required).

Name and function

Organisa tion

(country)

Role/tasks/professional profile and expertise

Sibilla Neimane RPNC (LV)

Project manager, Lead of WP 1, Project manager with background in public health, particularly mental health, with extensive experience in managing European co- funded projects in both the public and private sectors.

Liene Sīle RPNC (LV)

Scientific officer, WP 1, Psychiatrist, PhD in clinical medicine, research field- early psychosis, head of research and education department in RPNC. Expertise in new service development, starting from service design, methodology, quality and feasibility assessment, as well as monitoring, assisting the service implementation in different mental health care institutions/treatment facilities in national level. Collaborates as a psychiatric expert with WHO and professional associations in all Europe region.

Linda Barone RPNC (LV)

Finance coordinator, WP 1, Finance coordinator with more than 10 years’ experience in data management, financial analysis and inter and external financial reporting, budget control and analysis in the public and private sectors. From 2022, experience in business analytics at the Riga Psychiatric and Narcology Centre.

Anita Daiga

Priežkalna RPNC (LV)

Finance officer, WP 1, Finance manager with more than 20 years' experience in financial and budget planning and resource management, in both the public and private sectors. Extensive experience in financial management and auditing at Riga Psychiatric and Narcology Centre.

Inese Minajeva RPNC (LV)

Legal officer, WP 1, Extensive experience in the provision of legal advice to the management of the enterprises in order to facilitate the fulfilment of legal, corporate

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and administrative obligations in compliance with National and EU legislation, with more than 10 years' experience in legal field at RPNC,

Lisa Leonardini ProMIS

(IT)

WP 1 Co-leader, Psychologist with a master's degree in Drafting and Management of European Projects. Since 2010 she has been the Technical Coordinator of ProMIS and has over 20 years of experience in the management and implementation of EU projects on social and healthcare sector.

Magdalena Wojdowska

NHF (PL) WP 2 leader. Lawyer, Director of the Office of the President of the National Health

Fund, Manager, Manager of EU and national projects. Participant in many

government teams focused on building changes in the healthcare system. She has

implemented or co-implemented digital transformation projects in the Polish

healthcare system and implemented EU-funded infrastructure and soft skills projects.

Ane Fullaondo Biosiste mak (ES)

WP 3 leader, bachelor's degree in biology (UAM). PhD in Genetics and Molecular Biology (UPV-EHU). Master's degree in research methods and evaluation of health services health economics (UNED). Scientific Coordinator in BIOSISTEMAK, Institute for Health Systems Research.

Dóra Tóth OKFŐ (HU)

WP 4 leader, bachelor's degree in healthcare management, master's degree in management and leadership in healthcare (Semmelweis University). Since 2018 she has been junior project manager and from 2020 senior project manager at National Directorate General for Hospitals. Has a wide experience in EU projects on healthcare sector especially on the implementation of sustainability action plans and managing sustainability work packages

Matej Vinko NJIZ (SI) WP 4 co-leader, is a public health specialist working at the NIJZ, experienced in collaborative international work. He is the Deputy Head of the National Mental Health Programme 2018-208 and Head of the Mental Health Centre at the NIJZ.

Gemma Calamandrei

ISS (IT) WP 5 Coordinator, Research Director at ISS, Head of the Center for Behavioral Sciences and Mental Health. She has wide experience in collaborative EU projects on environmental determinants of child mental health.

Nicoline Tamsma

RIVM (NL)

WP 5.1 task leader. Psychologist. EU health policy expert. Currently strategic advisor at RIVM with special focus on mental health. Previously: policy officer at DG SANTE (including for mental health); leadership roles in wide range of EU-funded projects and studies, and within WHO Healthy Cities network; board responsibilities in European network organizations, including as EuroHealthNet President.

Jenny Telander PHAS (SWE)

WP 5.1 task co-leader, bachelor's degree in behavioral sciences and a master's degree in public health, has been working at the PHAS for 17 years and is currently Deputy Head of the Unit for Mental Health and Suicide Prevention. Extensive professional experience in project management, coordination and implementation within public health, prevention and health promotion, including several EU-financed projects.

Orsolya Becze OKFŐ

(HU)

WP 5.2 task leader, PhD in Sociology, experienced project manager with extensive professional experience in social inclusion programs and health development projects. Demonstrated proficiency in managing European co-funded projects across diverse sectors, encompassing both public and non-profit sectors.

Joerg Utschakowski

SB (DE) WP 5.3 task leader, head of department of mental health, health ministry Bremen. Here he puts a strong emphasis on the involvement of people with lived experience in planning, delivery and evaluation of mental health services. Before working at the ministry, he was the manager of a training and research company. Here he was the manager of the EU-Project EX-IN, to train people with lives experience to become a recovery guide. The training has been established in Poland, Bulgaria, Switzerland, Italy, Austria and Germany. There are more then 40 cities in Germany where the training is regularly delivered.

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Giuseppe Salamina

ASL Turin (IT)

WP 5.3 task co-leader, Public Health Officer working at Italian Ministry of Health. He has an important experience in coordinating National and EU projects on PLE

involvement

Maria Luisa Scattoni

ISS (IT) WP 5.4 task leader, Research Director at ISS, Coordinator of the National Network for early detection of neurodevelopmental disorders and the Observatory on Autism Spectrum Disorders. She has extensive experience in collaborative EU projects and coordinating Italian Ministry of Health projects on personal health budgeting and child

psychiatry.

Guido Philipp Emmanuel Biele

NIPH (N) WP 6 Coordinator, Research Professor NIPH, Department for Child Mental Health and Development. He has extensive experience with leading grant-funded projects on mental health, including international collaborations within Europe and with the US, since 2007.

Dora Gudrun Gudmundsdottir

DOHI (IS)

WP 6.1 and 6.2 task leader, WP 6 co-leader Director of Public Health at the Directorate of Health in Iceland. She is trained clinical and organisational psychologist and holds a PhD in public health. She has served as a governmental expert on mental health for the EU and on Wellbeing Economy for WHO. She has an extensive experience in leading projects and work packages in European funded projects on mental health.

Heidi Aase NIPH (N) Task 6.3 leader. Department director NIPH, Department for Child Mental Health and Development. Aase is a clinical psychologist with a PhD in neurodevelopmental psychology. She has extensive experience in leading grant funded and governmental initiated large-scale projects on mental health in children and youth.

Anne Reneflot NIPH (N) Task 6.3 co-leader. NIPH, Department for Mental Health and Suicide. Reneflot has extensive experience leading major projects on adult mental health. She has also participated as a partner in several EU projects.

Outside resources (subcontracting, seconded staff, etc)

If you do not have all skills/resources in-house, describe how you intend to get them (contributions of members, partner organisations, subcontracting, etc.).

If there is subcontracting, please also complete the table in section 4.

WP4, task 4.2.: To bridge the gap between our project results and policymaking, our objective is to enhance the communication skills and knowledge brokerage capabilities of our consortium members. Effective communication with policymakers is fundamental for ensuring that our project's outcomes influence policy decisions. However, within the National Institute of Public Health (NIJZ), we lack the internal expertise and specialized resources to conduct this training effectively. To address this gap, we will subcontract an external training provider who specializes in equipping professionals with the skills required for effective communication with policymakers.

To ensure GENCAT's effective participation in WP6 Innovative Digital Solutions for Improving Mental Health across Europe, in particular in Tasks T6.2 Adapting and piloting online tools to support and promote mental health GENCAT will be advised and supported by professional experts in the field via through minor subcontracts.

The subcontract requested by FFIS is related to the costs of the intervention to be performed in the framework of WP5 Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions, concretely in Task 5.2. Supporting prevention/promotion actions targeted to young people in community setting The intervention proposed by FFIS and SMS aims to evaluate and test an intervention through digital monitoring in actions in the area of mental health to promote quality of life and promote mental health in adults (30 to 65 years) Result: Community programme for prescribing physical exercise from mental health centres, Mental Health Centers and Psychiatric Hospitals as a non-pharmacological therapy. Patients are referred to develop a group physical exercise programme, integrating (multiple pathologies, including non-psychiatric ones, in order to be inclusive and also to work with the patients' mental health as well as destigmatisation), planned and structured, supervised by a physical exercise professional and carried out in municipal sports facilities. This intervention requests the support and performance of external staff (sport physical educators) to guarantee that the intervention is carried out properly.

Subcontracting is not used for management or other core activities.

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Experts (if applicable)

Explain if national and/or international experts will be nominated by national authorities to support the project implementation. Describe the specific professional and technical expertise and experience of each proposed expert and their contribution to the project implementation. Provide CVs (if required).

Minimum requirements:

• Qualification: A level of education which corresponds to a bachelor's degree.

• Professional experience: At least 4 years of proven experience in XXX

• Other skills: ability to work in English (minimum B2 level)

No additional national or international experts have been nominated by national authorities.

2.4 Consortium management and decision-making

Consortium management and decision-making (if applicable)

Explain the management structures and decision-making mechanisms within the consortium. Describe how decisions will be taken and how regular and effective communication will be ensured. Describe methods to ensure planning and control.

Note: The concept (including organisational structure and decision-making mechanisms) must be adapted to the complexity and scale of the project.

Setting up, coordinating and managing the relevant governing, executive and advisory bodies will be necessary to ensure the relevance of the activities of the Consortium are in line with the chosen strategies and work plan. The coordinator will be responsible for developing and implementing the Consortium Agreement which describes the internal arrangements and agreements among beneficiaries and their affiliated entities, the consortium management procedures, settlement of internal disputes, and any other critical aspects such as liability and confidentiality. The Consortium Agreement will be signed by all competent authorities at the start of the project to specify the project governance, the internal organization of the consortium, the management of the project, and any other key aspects. The beneficiaries will be jointly and severally liable for the technical implementation of the action.

RPNC, with the support of ProMIS, will define a set of processes that guide all the project management activities, including integration, scope, schedule, cost, quality, resources, communications, risk, and stakeholders. This guidance will be defined in the Project Handbook, as well there will be defined the quality criteria for results of each activity assessment. Coordinators will assure collaboration, and a focus on delivering value and impact on time and with a certain quality.

In order to ensure completion of activities on time, Coordinators will integrate PM2 with Agile practices, leading to the

development of the PM2-Agile variant. This integration allows for flexibility and responsiveness in project management,

combining the structured approach of PM2 with the adaptive nature of Agile methodologies.

The primary forms of internal communication and exchange of documents among MENTOR partners will be e-mail, web or teleconferences, file sharing (e.g. MS Teams) and project management platform transfer and face-to-face meetings.

The governance and organizational structure to ensure the close cooperation between the parties is reflected in the graph 1 presented below, which defines the bodies in the Steering, Directing, Managing and Performing layers, based on the PM² methodology. The PM² methodology considers the project team has roles both from the requestor’s side (HaDEA) and the provider’s side (MENTOR Consortium).

Steering Layer The Steering Layer provides general project direction and guidance. It keeps the project focused on its objectives. It reports to the European Commission. The Consortium Forum is composed of the roles defined in the Directing and Management Layers. During the Consortium Forum each WP leader will present progress made and further development planned with greater focus on implementation of the technical WPs. Directing Layer The Directing Layer mobilizes the necessary resources and monitors the project’s performance in order to implement the project’s objectives. The Directing Layer comprises the roles of Project Owner, which in the MENTOR is assumed by HaDEA, and Solution Provider – which is assumed by the MENTOR Executive Board. Managing Layer The Managing Layer focuses on day-to-day project management. It organizes, monitors and controls work to reach the intended deliverables and implements them. Members of the Managing Layer report to the Directing Layer. Performing Layer

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The Performing Layer carries out the project tasks. It produces the deliverables and implements them in the organization. Members of the Performing Layer report to the Managing Layer. The Performing Layer comprises the roles of the Project Core Team - which consists of WP leaders and co-leaders. It is of utmost importance for the success of the project that there is smooth and close cooperation and good communication between these roles.

Graph 1

A Kick-off meeting (on-site in M2) will ensure that project participants and stakeholders are aware of the scope of the project, the project governance structure, the roles and responsibilities of the team members as well as the project rules. During project implementation the annual Consortium Forum meetings will take place. They will not only provide a review of the project progress, but also, facilitate knowledge transfer and exchange of processes, experiences and evidence in the course of the MENTOR implementation. The Consortium Forum meeting in M36 is also referred to as the Project Final Conference.

The following directing, managing, performing layers constitute the organizational structure and advisory bodies of the Consortium: Consortium Forum: Chaired by the MENTOR Coordinator, the Consortium Forum is the steering, directing and major decision-making body of the consortium where MENTOR partners meet to discuss the progress and results of the JA, mobilizes the necessary resources and monitors the project’s performance. It represents the interests of those who design, manage and implement the project’s deliverables. It takes decisions on the strategic orientation and execution of the MENTOR and provides overall strategic guidance. It also takes major decisions about the implementation and revision of the work plan. Decisions are taken by means of majority votes. The European Commission, DG SANTE and HaDEA representatives participate as observers. The Consortium Forum shall consist of one representative of each Competent Authority. Affiliated Entities can participate but have no voting rights. The body meets once a year. These on-site meetings of the Consortium Forum will take place during M2 (kick-off meeting), M12, M24, M36 and are planned to be held in Latvia, Italy, Spain and Poland respectively. In order to ensure all participants are on board with the project implementation process, MENTOR Feedback meetings will be organized online in between Consortium Forum meetings. They will be held on M6, M18 and M30. Coordinator: is the legal entity that acts as the intermediary between the members of the Parties of the Consortium and HaDEA and DG Sante. The Coordinator shall perform tasks assigned to it as described in the WP1 as well as Consortium Agreement and Grant Agreement at a later stage. The Coordinator shall report to and be liable to the Consortium Forum. The role of the Coordinator is entrusted to the Riga Centre of Psychiatry and Addiction Medicine, Latvia (RPNC) which will be responsible for overall coordination and management of the MENTOR. Project Core Team: Chaired by the MENTOR Coordinator, it is composed of the Coordinator team – project manager, project manager assistant, scientific officers and all WP leaders and co-leaders. It is the project core team which comprises the specialist roles responsible for creating the project deliverables, collaborating on the work plan on a daily basis according to methods described in Project handbook. Task Leaders may be invited to attend the meetings of The Project Core Team. The Project Core Team meetings are planned to be held every month or when feasible, but not less than once a month.

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Project Core Team meet online and hold short teleconferences. These meetings allow the WP leaders to have oversight of the project’s current and future activities, established results and to discuss progress and difficulties encountered as well as provide potential solutions. Meetings scheduled M6, M12, M18, M24, M30 and M36 will not be held (only if previously expressed as necessary) due to the overlapping with the Consortium Forum meetings and Feedback meetings in those months. Decisions will be taken based on consensus whenever possible. In case no consensus can be reached, decisions will be taken by majority votes. Executive Board: Chaired by the Coordinator, it will consist of work package leaders (6 people) collaborating on executive decisions regarding project implementation (e.g. shifts in budget exceeding 15%, change of personnel, etc.) before introducing such changes to Consortium Forum. The Executive Board will meet online every 3 months or upon a request from members of the Board.

Stakeholders Plays an advisory role in MENTOR, gets information on project results and may participate in the Consortium Forum meetings. Stakeholders will be selected in collaboration with participating entities – preferably selecting those with most valuable contribution to the joint action and leveraging existing resources e.g. by involving Joint Action on increasing the capacity of National Focal Points – NFP4Health, and to increase the technical and scientific content of the joint action, as well as its relevance for different users in Member States. Stakeholder inclusion will enable the relevant external stakeholders to follow and contribute to MENTOR progress and discuss with JA partners the topics linked to it, as well as ensure the evaluation, dissemination and sustainability of project outputs. Moreover, it allows the stakeholders to bring in their views, interests and expectations into the project implementation and advise on issues of practical relevance/importance for achieving the expected results. Stakeholders will be invited to participate in advisory structures. Collaborating stakeholders have no contractual relationship, nor do they receive any direct EU funding. Member State Policy Committee: The Member State Policy Committee has an advisory role of political relevance, also ensuring the project deliverables reach their expected impact. It is composed of representatives nominated from the political/governmental authorities at national/regional level in participating countries with the aim to extend the benefits and outcomes to participating Member States while ensuring deliverables are in line with expected outcomes. The Member States Policy Committee will ensure the engagement of National Ministries in the implementation of the tasks described in WP5 and WP6. The aim is to reach out to and engage policymakers to reflect on and assess the policy relevance and value of MENTOR achievements, and to explore integration of the project results into national/regional policies. It is important to involve them in the various steps during the project implementation progress - ministries will be informed on the implementation process in collaboration with WP5 and WP6 and on sustainability in close collaboration with WP4, as well as for dissemination and evaluation measures with WP2 and WP3. This will ensure keeping mental health issues at the forefront of the political agenda for health during and after the completion of the Joint Action. The members will be nominated after the start of the project.

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2.5 Project management, quality assurance and monitoring and evaluation strategy

Project management, quality assurance and monitoring and evaluation strategy

Describe the measures planned to ensure that the project implementation is of high quality and completed in time.

Describe the methods to ensure good quality, monitoring, planning and control.

Describe the evaluation methods and indicators (quantitative and qualitative) to monitor and verify the outreach and coverage of the activities and results (including unit of measurement, baseline and target values). The indicators proposed to measure progress should be relevant, realistic and measurable.

To ensure the project implementation of high quality and completed in time, MENTOR Coordinator will provide project management plans and tools, planning, organizing, motivating and controlling the implementation process at regular intervals, both to ensure task execution according to expected results and within budget. Project Core Team meetings will be held at least once a month, internal project budget control reports will be gathered every 6 months and brief interim monitoring reports from beneficiaries submitted every 6 months as well. All the data and documentation within Consortium will be shared online using MS Teams platform. Project plans will be developed, and daily task tracking will be ensured using project management tools, e.g., MS Teams, GanttPRO or similar.

Overall to ensure effective project management, quality assurance and successful implementation, the MENTOR Coordinator will:

− Coordinate the Project Core Team

− Execute the project plans as approved by the Consortium Forum (please see Graph 1 in section 2.4).

− Ensure the effective use of the allocated resources.

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− Ensure that project objectives are achieved within the identified constraints, taking preventive or corrective measures where necessary.

− Manage stakeholder expectations and involvement.

− Oversee the development of all management artefacts, products and secures approval from the Project Owner – HaDEA..

− Ensure the controlled evolution of products delivered, through proper and timely change management.

− Perform risk management activities for project-related risks.

− Monitor project status and report to the Consortium Forum on project progress at regular intervals.

− Ensure conflict resolution. Conflicts will be solved at the lowest level possible. If an agreement cannot be reached at the task or WP level, the Coordinator will mediate. When required, conflicts are discussed during Project Core Team meetings. If that is not satisfactory, it is the JA Coordinator responsibility to escalate unresolvable project issues to HaDEA and/or Consortium Forum for suggesting preferable solution and, if necessary, will ask for the authorization of the European Commission for any envisaged changes.

− Liaise between the Directing and Performing Layers of the project.

We will promote effective communication and cooperation between consortium members on issues relevant to the project. All evaluation steps and methodological actions will be described in MENTOR handbook and will be easily accessible for any involved participant. Regular meetings, workshops or specific communication channels can facilitate knowledge sharing and coordination, helping to manage financial resources efficiently. Transnational meetings and educational events during the project period are also necessary to maintain the quality of work and motivation in the partnership and to maintain team spirit.

The evaluation strategy of MENTOR involves the Project Evaluation Plan (PEP) guiding the JA evaluation process, the analysis of the project activities ensuring the quality assessment and compliance of the project process and the study of MENTOR impact based on an Impact Assessment Plan (IAP).

The PEP will guide the assessment of the level of the JA's performance and guarantee the project activities monitoring process. Progress monitoring will provide a systematic quality and compliance assessment of the project to verify its planned implementation, the achievement of the objectives and milestones and the submission of deliverables to the EC. A comprehensive approach will be employed to provide key information to the partners, to overcome the detected limitations and to strengthen the development of activities. WP3, in collaboration with WP Leaders (WPL), will support the quality assessment.

The impact assessment consists of the assessment plan and the data collection. The former will be defined by (process, output, outcome and impact) indicators, target levels for the impact indicators, the information to be collected and the collection methods or sources. The latter will gather information according to the assessment plan, analyse data and report. The definition of indicators will be based on the objectives, expected results and activities of the different WPs. WP3, in collaboration with WPL, have identified an initial proposal of indicators (process, output, outcome and impact). This draft version will be the starting point on which to work. During the progress and achievement of the JA, WPL, in collaboration with the WP3 leaders, will redefine, adjust and specify the final indicators, targets and measuring instruments to be used as central elements of the IAP. WPL will provide the corresponding information included in the IAP via an online tool. WP3 will review and clean the collected data and adapt it to the appropriate quantitative and qualitative analysis format.

In addition to WPL, MSs and Associated countries participating in MENTOR, represented by their CA, will play an active role in WP3, providing support in defining the evaluation framework and the impact assessment.

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2.6 Cost effectiveness and financial management

Cost effectiveness and financial management

Describe the measures adopted to ensure that the proposed results and objectives will be achieved in the most cost-effective way.

Indicate the arrangements adopted for the financial management of the project and, in particular, how the financial resources will be allocated and managed within the consortium.

Do NOT compare and justify the costs of each work package but summarize briefly why your budget is cost effective.

To ensure that the objectives and results of the project are achieved in the most cost-effective way, a number of measures will be taken:

1. Budget planning. Detailed budgeting is essential for effective cost management. This will include the assessment of costs associated with the various project activities, including staff, equipment, materials and other relevant expenditure. Budgeting and estimates of financial expenditures are based on the most economically feasible planning.

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1.1 The budget shall be prepared on a pro rata basis for all Project Partners, according to the responsibilities and activities foreseen in the Project. Responsibilities and tasks shall be distributed proportionally in order to involve all Project Partners in the implementation of the Project activities.

1.2 Budget calculations shall be based on the actual time required to carry out the planned activities and on the experience

of the partner, using as little subcontracting as possible.

2. Clear project objectives and milestones are defined to achieve the desired results, allowing better planning, resource allocation and cost estimation. Coordinator along with WP leaders will ensure that expenditure incurred under the project is directly linked to the achievement of the project objectives and in line with the conditions for the use of the funds allocated for the implementation of the project.

3. Financial accounting. We will provide separate accounting records for each project expenditure, or an appropriate system of accounting codes for all project-related transactions. The utmost care will be exercised in the use of the funds granted.

4. Staff. Staff costs are not foreseen for maximum rates for all partners. Subcontracting is foreseen only for those aspects requiring quality and external expertise.

5. Optimisation of resources. Maximising the use of available resources is important for cost-effectiveness. This will be achieved through careful management and planning of the workforce, equipment and materials involved in the project. Efficient allocation and use of project resources will minimise costs. This includes identifying the essential resources needed for the project and optimising their allocation based on project needs and priorities. Maximum prudence will be exercised in the use of the allocated funds.

6. Risk management. Identifying and managing potential risks is essential for effective project implementation. We will identify and mitigate project risks that may lead to cost overruns or financial uncertainty. By proactively managing risks, we will minimise potential disruptions and control associated costs.

7. Competitive procurements. We will put in place competitive procurement processes to obtain goods and services at the best possible prices. This may include requesting multiple bids, negotiating with suppliers or holding open tenders to ensure cost competitiveness.

8. Monitoring and control. We will establish a robust monitoring and control mechanism to keep track of project costs, progress and results. Regular monitoring will allow indicating any deviations from the budget or planned targets to be detected in due time, thus allowing corrective actions to be taken immediately.

8.1. The project partners are responsible for their individual financial and administrative management as well as for the fulfilment of tasks and delivery of outputs described in the application.

8.2 Financial reports for internal purposes will be submitted every six months.

8.3 The WP Leader will make a presentation for the quarter of the current year on the work done during the quarter (upcoming actions, changes from plan, financial resources acquired, problems and their solutions).

9. Communication and cooperation. In order to find the best and most cost-effective solution, transnational project meetings are then complemented by public international events such as seminars and conferences.

Regarding financial management of projects within the consortium, the following measures will be applied:

10. Consortium agreement. The consortium members will conclude a contract defining the financial responsibilities, rights and obligations of each party. This agreement will include provisions on financial contributions, reimbursement procedures and financial reporting requirements.

11. Budget breakdown. We have established a detailed budget that clearly indicates how the financial resources will be distributed among the consortium members. The budget considers the specific tasks, deliverables and milestones of each partner, ensuring an equitable distribution of financial resources.

12. Cost sharing and reimbursement. We will develop procedures for the sharing and reimbursement of costs between consortium members. We will clearly define eligible expenses, reimbursement rates and submission deadlines to ensure accurate and timely financial transactions.

13. Financial reporting. To ensure transparency and accountability within the consortium, we will introduce financial reporting, which will include periodic financial reports on expenditure and budget use. Clear reporting mechanisms will help to monitor the financial situation of the project and identify any deviations or problems immediately.

14. Audit and control. Periodic audits will be carried out to verify the proper use of financial resources and compliance with financial management policies. Audits ensure compliance and help identify any financial irregularities or inefficiencies.

14.1 Periodic audits will be carried out once a year by each WP Leader, providing assurance that financial resources have been used in accordance with the purpose of the project. The Beneficiary(ies) shall be solely responsible for ensuring that the financial information provided in the financial statements is correct and accurate.

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14.2 For the final audit of the project, the services of a certified auditor should be engaged to provide a sworn audit opinion, the purpose of which is to verify the expenditure, as a task to carry out certain agreed procedures on the financial statement between the WP Leader and the "contracting authority" and the European Commission.

15. Financial control. We will put in place internal controls to manage and monitor financial transactions within the consortium. This will include the appointment of a financial manager responsible for overseeing financial operations, reviewing expenditure claims and ensuring compliance with financial policies and regulations.

16. Unexpected events. The budget is balanced, and financial resources are distributed in such a way that each partner has sufficient and appropriate resources for the planned work. When allocating the budget, national-level needs and the resources needed to meet them were considered, as well as partners' contributions to general work packages. Therefore, the budget is realistic and the possibility of carrying out work is ensured. The coordinator manages the project budget and ensures timely action and communication on all financial aspects of the project, and all partners are well versed in cost eligibility rules. By implementing these activities, project participants will improve cost-effectiveness, ensure adequate financial management and increase the likelihood of achieving the proposed results and objectives.

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2.7 Risk management

Critical risks and risk management strategy

Describe critical risks, uncertainties or difficulties related to the implementation of your project, and your measures/strategy for addressing them.

Indicate for each risk (in the description) the impact and the likelihood that the risk will materialise (high, medium, low), even after taking into account the mitigating measures.

Note: Uncertainties and unexpected events occur in all organisations, even if very well-run. The risk analysis will help you to predict issues that could delay or hinder project activities. A good risk management strategy is essential for good project management.

Risk No

Description Work package No

Proposed risk-mitigation measures

1 Delay in implementation of activities and deliverable

This risk is not likely due to the wide experience of Project partners in participating in EU Projects High impact.

WP1, WP2, WP3, WP4, WP5, WP6

Efficient internal communication management plan and close work with the Coordinator to understand the reasons and provide fast and effective solutions.

The Consortium Forum will mitigate this risk ensuring a redistribution of tasks and responsibilities among project partners.

2 Interdependency between WPs and between partners within WPs in terms of (timely) achievement of milestones and delivery of outputs. Possible impact on (quality of) outputs and timely delivery.

This risk has a low likelihood because under WP1, Project partners will use tools to assure the delivery on quality and on time. Medium impact.

WP1, WP2, WP3, WP4, WP5, WP6

Overlapping of start and end dates for WPs’ and tasks have been planned/foreseen as much as possible to decrease the risk of delays in other WPs or other tasks. Regular monitoring of progress (at least monthly or more frequently when feasible) supports the identification of potential delays and difficulties at an early stage. Established project management tools will support the early identification of risks and careful planning of activities, including the JA work plan, the common implementation strategy and the Project Handbook. Discussion of issues in the Project Core Team to find best solutions in a timely matter. Review of the timetable of activities, deliverables and milestones.

3 Challenges in interactions with stakeholders and decision makers, low response rate from external experts and stakeholders to requests/ questionnaires

This risk has a medium likelihood and the impact on the

WP1, WP2, WP3, WP4, WP5, WP6

Involve all partners, personal contacts and their networks to expand the pool of experts and stakeholders. Where required, adapt/revise the dissemination plan to ensure timely information and communication on the JA before requesting input, involvement or collaboration and to ensure reach out to experts and stakeholders.

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finalization of project activity could be serious.

4 Underspending

This risk has a medium likelihood and impact.

WP1, WP2, WP3, WP4, WP5, WP6

Regular financial control - financial reporting every 6 months. Adherence to EU Financial Guidelines.

5 Staff turnover

This risk has a low likelihood because the turnover of the Partner’s staff is low. Low impact.

WP1, WP2, WP3, WP4,

WP5, WP6

Project status meetings at WP level to identify issues. Concerned partners commit to provide replacement as soon as possible and to ensure appropriate briefing and guidance to the new staff based on the main JA documents and tools (Grant Agreement, Project Handbook, task and work package descriptions etc.).

6 Partner withdraws from the project because of management, financial, political or any other reasons.

This risk has a medium likelihood because all Partners expressed their willingness to participate before the project start. High impact.

WP1, WP2, WP3, WP4, WP5, WP6

Tasks within the WPs are assigned to leaders and co-leaders who shall work together to reach the defined objectives and results. In case one of leading partners have to drop out of a WP or a task, it would be taken over either by the co-leader or another WP partner who will be allocated the associated financial resources.

7 Poor availability of policymakers due to constrained capacities

This risk has a low likelihood because all Partners have direct contact with National policymakers. Low impact.

WP1, W2, WP4

All countries after the start of the project will appoint Members for the Member State Policy Committee, which will ensure the project outcomes are being met according to the policymaker's needs. Difficulties encountered and potential solutions will be discussed in Project Core Team meetings. If needed, alternatives will be found to cover the areas of expertise. Identification of political representatives that could act as ambassadors for the MENTOR.

8 Constrained capacities and resources of regional or local stakeholders for transfer, pilot implementation and evaluation

This risk has a low likelihood because all Partners have influence on Regional/local stakeholders. Medium impact.

WP1, WP2, WP5, WP6

Scope of actions in MENTOR for mental health promotion and prevention interventions for different target groups and different life phases across the life course is suitable for transfer in wide range of stakeholders. Digital technology for optimal sharing of best practices and multi-lateral piloting of innovative interventions and tools will be used. A careful selection of resources, sites and types of practice to be implemented will be necessary.

9 IT Technologies risk, technical challenges, data protection, data sharing restriction

This risk has a medium likelihood and the impact on the finalization of project activity could be serious.

WP1, WP2, WP3, WP4, WP5, WP6

Use data backups, especially backup copies of all key documents. Use anti-virus to secure computers, servers and wireless networks. All partners must comply with the GDPR rules. Technical challenges of different levels, e.g. issues using shared working platform, may delay the work. However, they are considered learning opportunities. The participating institutions have skilled staff that can address the challenges. New tools, digital tools are preferably built on existing platforms.

10 Conflicts among the partners

This risk has a medium likelihood because disagreements are part of discussions. Medium impact.

WP1, WP2, WP3, WP4, WP5, WP6

All the partners involved in the project are respectable professionals in their field. In management layer a “Project Core Team” structure has been created to address and mitigate any conflict questions or situations that might arise.

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3. IMPACT

3.1 Impact and ambition

Impact and ambition — Progress beyond the state-of-the-art

Define the short, medium and long-term effects of the project.

Who are the target groups? How will the target groups benefit concretely from the project and what would change for them?

Does the project aim to trigger change/innovation? If so, describe them and the degree of ambition (progress beyond the status quo/state- of-the-art).

This Joint Action aims to have an impact at the policy and practice level in Europe in several ways. First, there is a global

consensus that people with lived experience of mental health conditions must play a substantial role in shaping mental

health policies and their implementation. They carry unique knowledge and expertise and are the ultimate beneficiaries

of the actions within these policies. This Joint Action will pilot different organisational forms and activities that involve

persons with lived experience in shaping mental health services and in decision making processes. Results will be used

to generate recommendations for stakeholders on how to continue to (better) involve people with lived experience into

policy and service design and different approaches that might work in different contexts in Europe. Second, there is clear

recognition at the EU level of the benefits of a mental health for all policies approach, as underlined via the Commission’s

own June 2023 Communication as well as the co-creation process of the Healthier Together Initiative. The existing body

of knowledge as regards MHIAP is, however, not as well-developed as its ‘general’ counterpart (HIAP). MENTOR will

bring the latest theoretical and practical insights together, maximize opportunities for cross-national learning between

partner countries, and deliver a methodology ready for countries to use in order to improve their own integrated policy

development and implementation. Third, internet-based technology has an increasing influence on mental health: On the

one hand, problematic internet use can lead to mental health problems. On the other hand, internet-based technologies

can reduce the cost of mental health related activities, facilitate transfer of tools between countries, and support scaling

up activities. MENTOR will build the foundation for initiatives that counteract effects of problematic social media use, pilot

evidence-based tools for mental health prevention and assessment and make such tools available for member states in

multiple languages.

Fourth, MENTOR foresees the sharing among MS of innovative practices to set people at the centre of their care and

meet their identified health and wellbeing needs. The Personal Budget - which consists of the sum of human, technical,

and economic resources allocated to an individual with the specific goal of meeting personal health and social needs - is

one example. Although the adoption of Personal Budget for health and social care is a challenge for mental healthcare

systems, implying a change from the traditional care model, participating MSs will learn in this JA from other MS where

Personal Budget is being applied successfully in community settings.

Overall, this Joint Action will consider a broad scope of actions and mental health promotion and prevention interventions

for different target groups, especially vulnerable groups (youth, migrants, refugees, ROMA people and persons displaced

from Ukraine), and different life phases across the life course and is not limited to one target group. An important approach

to this is to capitalize on digital technology for optimal sharing of best practices and multi-lateral piloting of innovative

interventions and tools followed by exchange of experience, thereby creating learning environments across MS. Finally,

this JA will pilot digital solutions to assess as well as improve mental health across MS. This will provide health authorities

across EU with tools for monitoring the effects of universal preventative and promoting initiatives, or the effect on the

population’s mental health following societal events of great consequence. As such, this JA will contribute a broad set of

lessons learned, knowledge and tools that can more broadly benefit policy actions at the MS and EU level in mental

health.

Short term impact:

− Evidence from the evaluation of real practices piloting different organisational forms and activities that embed

persons with lived experience in shaping mental health services and in decision making processes.

− Sharing of latest theoretical and practical insights about promotion of mental health and preventative measures

for cross-national learning between MS.

− Methodology ready for countries to use to improve their own integrated policy development and implementation.

− Application of personal budget in community settings.

− Digital tools to promote mental health, adapted to different countries

− Evidence based digital tools to assess mental health across Europe and mapping of mental health status of

youths displaced from Ukraine

Medium term impact:

− Policy makers enhanced with knowledge of MHIAP at national and regional levels in the design, implementation

and knowledge (policy makers)

− Promoted mental health in communities with focus on vulnerable groups, and tackling stigma and discrimination

associated with mental health problems and addiction.

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− Empowered people with lived experience (PLE) and their inclusion in mental health policy and services.

− Recommendations for stakeholders on how to continue to (better) embed people with lived experience into policy

and service design and different approaches that might work in different contexts in Europe.

− Provided care pathways to promote proactive and person-centred care for people with mental disorders through

the Personal Health Budget.

− Increases accessibility of digital tools for mental health prevention on the individual and organizational level

− Prepared systems for monitoring mental health in the population, facilitating evaluation, and directing effective

action and help to vulnerable groups.

Long term impact:

− The involvement of PLE used widely in Europe shaping mental health policies.

− Europe reduces the social inequalities in mental health.

− Long-term implementation and sustainability in everyday work of mental health specialists of MENTOR outcomes

(methodologies, best practices, clinical assessment tools).

− Mental health improves across Europe.

#§IMP-ACT-IA§# #@COM-DIS-VIS-CDV@#

3.2 Communication, dissemination and visibility

Communication, dissemination and visibility of funding

Describe the communication and dissemination activities which are planned in order to promote the activities/results and maximise the impact (to whom, which format, how many, etc.). Clarify how you will reach the target groups, relevant stakeholders, policymakers and the general public and explain the choice of the dissemination channels.

Describe how the visibility of EU funding will be ensured.

All JA MENTOR actions will be actively promoted on communication channels and on relevant regional, national or European events to maximise the impact of the project, to increase its visibility, and to ensure that project outputs reach a wide audience of relevant stakeholders. One of the project’s tasks is ‘building the brand’ that is recognised, so as part of visibility the logo and the project’s name will be created and promoted consistently during all activities. The MENTOR work plan entails a communication and dissemination activities aiming at designing and implementing internal and external communication and dissemination activity centred on the project itself and brand identity, the activities are e.g. identification of key stakeholders, stratification of actions to identified target groups, use of digital solutions, participation to key events, etc.

In WP2, a detailed Communication and Dissemination Plan (CDP) will be developed. The project’s communication plan will include a section and web-based platform dedicated to the internal consortium communication, meant to set the ground rules necessary to ensure that all partners are well-informed about upcoming events, have access to all project documents, as well as to steering decisions, in a timely manner. Rules for handling confidential matter will be decided and a standardized dissemination release process will be implemented according to the rules stipulated in the Consortium Agreement. The consortium will have a shared platform for collaborative assembly. All public releases of information will be disseminated by each consortium members via its usual channel, as well as during other meetings.

External communication activities will be organised through specific target groups. In fact, external communication will be designed, in the CDP, tailored on the specific target groups such as funding-, policy-, decision-makers, vulnerable group of people, regional/local authorities, and general public – especially people with lived experience and their families. All project participants will take part in the communication and dissemination activities under the coordination of NFZ (Poland) as leader of WP2. The communication plan will detail the actions carried out and the tools (public website, videos, social networks, etc.) deployed for properly informing about the MENTOR, its goals, activities and results. The communication actions in WP2 will have the following forms:

− Public project updates via the project’s partners’ websites, the MENTOR website, email newsletter and social networks and other papers and/or press releases highlighting the project achievements.

− The Knowledge Transfer and Capacity Building HUB will be available to JA partners during the JA and the public access will be open at the end of the JA. The HUB will contain indicators, strategies and other materials developed during the implementation of the project, available to all interested parties. The HUB will aim to strengthen external communication. JA will develop online tutorials and webinars to keep the hub operating on its own with minimal input from the JA consortium after the JA lifetime.

− 3 consortium meetings. − Interaction with multiple stakeholders at the meetings, European and international conferences and other events.

In particular cooperation with members of the consortium we will develop a cycle of 4 web-based information and consultation sessions informing the public (NGOs representing vulnerable groups, patient organisations, PLEs) about the project and its deliverables (e.g. the digital tool) to be carried out in countries participating in the project. Additional online information and consultation sessions (cycle of 2) will also be organised for health professionals and other people dealing with the implementation of mental healthcare on project results and deliverables (integrated care pathway, guidelines) in all the countries represented by the Consortium. 2 web- based conferences involving policy and decision makers, representatives of PLE and representatives of other

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JA dealing with mental health will be organised in order to promote the project and its results as well as dialogue between different stakeholders. The final conference at European/international level will be organized by M36.

All dissemination activities will be summarised in the Dissemination & Communication outcomes report. During all phases of the project the main aim will be to create awareness on the area of mental health and all partners will participate in communication and dissemination efforts to different degrees to create knowledge, solutions and good practices on the field of mental health.

#§COM-DIS-VIS-CDV§# #@SUS-CON-SC@#

3.3 Sustainability and continuation

Sustainability, long-term impact and continuation

Describe the follow-up of the project after the EU funding ends. How will the project impact be ensured and sustained?

What will need to be done? Which parts of the project should be continued or maintained? How will this be achieved? Which resources will be necessary to continue the project? How will the results be used?

Are there any possible synergies/complementarities with other (EU funded) activities that can build on the project results?

MENTOR will establish a sustainability methodology that defines the scale-up implementation and long-term adoption of

the pilots after the JA ends. The project has dedicated an entire Work Package (WP4) to this task, to creating financial,

societal, and environmental sustainability for MENTOR. Overall, the WP4 is based on the following approach: 1) facilitating

the sustainability of pilot implementations beyond the conclusion of MENTOR 2) enhancing the competencies of MENTOR

consortium members in efficient research-to-policy interactions and communications; 3) engaging and advocating relevant

national and international stakeholders through thematic workshops and policy dialogues to enhance sustainability; 4)

aligning and collaborating with other EU-funded projects involving mental health to explore potential synergies for high

level policy sustainability. This approach ensures the continued impact of the project and maintains alignment with the

overall strategy.

Support of sustainability of MENTOR pilot implementations

The MENTOR project endeavours to forge a sustainability framework for mental health initiatives at pilot sites, leveraging

insights from prior Joint Actions and reports from esteemed entities such as OECD and the EU JRC. Central to this

endeavour is conducting a Sustainability Situation Analysis to assess ongoing initiatives, which will include integrating

baseline assessments and SWOT analyses, building upon the recent MS survey conducted by WHO in collaboration with

the EU-commission, within the framework of DG SANTE's PHEG, mapping the mental health landscape. Additionally, the

project entails evaluating pilot initiatives towards sustainability by incorporating actions into implementation plans and

using measurement instruments from the Impact Assessment Plan (IAP). Moreover, the Sustainability Action Plan

develops tailored strategies based on evaluation findings, while the Final Sustainability Report synthesises insights and

recommendations poised to amplify pilot results and seamlessly integrate them into post-project policy endeavours.

Bridging the Research-Policy Divide through Skill Development

The MENTOR project aims to enhance the translation of pilot findings into sustainable policy changes at local, regional,

and national levels by improving consortium members' and public health experts' competencies. This involves pre- and

post-assessments of training to gauge shifts in participants' skills and perceptions through surveys, interviews, and focus

groups. The training focuses on four key skill areas: engagement with policymakers and stakeholders, communication

skills, interpersonal skills, and advising policymakers. Through interactive online courses, participants will develop

proficiency in these areas to effectively convey project findings, foster collaboration, and provide evidence-informed policy

advice. Enhanced communication will facilitate ongoing dialogue, ensuring project findings continue to influence mental

health policy. Online courses, each lasting 2 days, will be provided to train maximum 50 individuals involved in pilot and

project implementations.

Strategic stakeholder engagement and advocacy through thematic workshops and policy dialogues to enhance

sustainability

The project aims to strategically engage stakeholders at national and international levels to enhance the sustainability of

mental health initiatives. This task focuses on facilitating stakeholder understanding, empowerment, and advocacy through

thematic workshops and policy dialogues. Stakeholders, including policymakers, healthcare professionals, researchers,

community leaders, advocacy groups, and individuals with lived experience, will be involved to ensure diverse

perspectives. The methodology involves developing stakeholder networks, conducting preparatory work, and executing

workshops aligned with key thematic areas identified in previous project phases. Post-workshop actions will include

producing summary reports, developing action plans, and encouraging continued collaboration through partnerships and

networks to advance shared goals in mental health system development.

Collaboration between joint actions related to mental health to foster highlevel policy sustainability

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The proposal aims to enhance collaboration among JA MENTOR, JA impleMENTAL, and JA preventNCD to bolster the

sustainability of mental health policies across the EU. By capitalizing on synergies such as aligning messaging to

policymakers, sharing tools, and co-hosting events, this task seeks to amplify the impact of collective efforts. The

establishment of a sustainability coordination body comprising coordinators and WP4 leaders from each JA will facilitate

annual online meetings to monitor progress, share best practices, and identify synergies. Through inclusive discussions,

diverse perspectives will be incorporated, fostering collaborative solutions and ensuring widespread adoption of mental

health approaches across the EU.

In conclusion, MENTOR is poised to establish a robust sustainability methodology that ensures the scalability and

enduring adoption of its pilot initiatives long after the project concludes. By facilitating the sustainability of pilot

implementations, enhancing the competencies of consortium members, engaging relevant stakeholders, and aligning with

other EU-funded mental health projects, MENTOR paves the way for continued impact and alignment with broader policy

strategies. By bridging the research-policy gap through skill development initiatives, the project empowers participants to

effectively translate findings into sustainable policy changes. Strategic stakeholder engagement and advocacy efforts

further bolster sustainability by fostering understanding, empowerment, and collaboration at national and international

levels. Additionally, collaboration between joint actions related to mental health strengthens high-level policy sustainability

by capitalising on synergies and promoting collective efforts. Through these concerted efforts, MENTOR not only ensures

the continuation of its pilot initiatives but also contributes to the broader landscape of mental health policy sustainability

across the European Union.

#§SUS-CON-SC§#

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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EU Grants: Application form (EU4H): V2.0 – 01.06.2022

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#@WRK-PLA-WP@#

4. WORKPLAN, WORK PACKAGES, ACTIVITIES, RESOURCES AND TIMING

4.1 Work plan

Work plan

Provide a brief description of the overall structure of the work plan (list of work packages or graphical presentation (Pert chart or similar)).

No. Work package name Task leader Task co-leader

WP 1 Project management and coordination Latvia (RPNC) Italy (ProMIS)

WP 2 Dissemination Poland (NHF) -

WP 3 Evaluation Spain (Biosistemak) -

WP 4 Sustainability Hungary (OKFŐ) Slovenia (NIJZ)

WP 5 Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions Italy (ISS) -

WP 5.1 Advancing mental health in all policies: methods to evaluate and implement MHIAP approaches at national and regional levels

The Netherlands (RIVM) Sweden (PHAS)

WP 5.2 Supporting prevention / promotion actions targeted to young people in community setting Hungary (OKFŐ) -

WP 5.3 Involvement and joint ownership of people with lived experience (PLE) in the mental health policies Germany (SB) Italy (ASL Turin)

WP 5.4 Integrated care pathway for promoting social inclusion and quality of life of people with Mental Health disorders

Italy (ISS) -

WP 6 Innovative Digital Solutions for Improving Mental Health across Europe Norway (NIPH)

Iceland (Directorate of Health)

WP 6.1 Overview of existing effective and efficient strategies: Mental health promotion and PDTU Iceland (Directorate of Health)

-

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WP 6.2 Adapting and piloting online tools to support and promote mental health Iceland (Directorate of Health)

WP 6.3 Innovative, best practice solutions to assessing and monitoring the mental health status across Europe

Norway (NIPH) -

4.2 Work packages, activities, resources and timing

WORK PACKAGES

Work packages

This section concerns a detailed description of the project activities.

Group your activities into work packages. A work package means a major sub-division of the project. For each work package, enter an objective (expected outcome) and list the activities, milestones and deliverables that belong to it. The grouping should be logical and guided by identifiable outputs.

Projects should normally have a minimum of 2 work packages. WP1 should cover the management and coordination activities (meetings, coordination, project monitoring and evaluation, financial management, progress reports, etc) and all the activities which are cross-cutting and therefore difficult to assign to another specific work package (do not try splitting these activities across different work packages). WP2 and further WPs should be used for the other project activities. You can create as many work packages as needed by copying WP1.

For very simple projects, it is possible to use a single work package for the entire project (WP1 with the project acronym as WP name).

Work packages covering financial support to third parties ( only allowed if authorised in the Call document) must describe the conditions for implementing the support (for grants: max amounts per third party; criteria for calculating the exact amounts, types of activity that qualify (closed list), persons/categories of persons to be supported and criteria and procedures for giving support; for prizes: eligibility and award criteria, amount of the prize and payment arrangements).

Enter each activity/milestone/output/outcome/deliverable only once (under one work package).

Ensure consistence with the detailed budget table (if applicable).

Objectives

List the specific objectives to which the work package is linked.

Activities and division of work (WP description)

Provide a concise overview of the work (planned tasks). Be specific and give a short name and number for each task.

Show who is participating in each task: Coordinator (COO), Beneficiaries (BEN), Affiliated Entities (AE), Associated Partners (AP), indicating in bold the task leader.

Add information on other participants’ involvement in the project e.g. subcontractors, in-kind contributions.

Note:

In-kind contributions: In-kind contributions for free are cost-neutral, i.e. cannot be declared as cost. Please indicate the in-kind contributions that are provided in the context of the work package.

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The Coordinator remains fully responsible for the coordination tasks, even if they are delegated to someone else. Coordinator tasks cannot be subcontracted.

If there is subcontracting, please also complete the table below.

Milestones and deliverables (outputs/outcomes)

Milestones are control points in the project that help to chart progress (e.g. completion of a key deliverable allowing the next phase of the work to begin). Use them only for major outputs in complex projects, otherwise leave the section empty. Please limit the number of milestones by work package.

Means of verification are how you intend to prove that a milestone has been reached. If appropriate, you can also refer to indicators.

Deliverables are project outputs which are submitted to show project progress (any format). Refer only to major outputs. Do not include minor sub-items, internal working papers, meeting minutes, etc. Limit the number of deliverables to max 10-15 for the entire project. You may be asked to further reduce the number during grant preparation.

For deliverables such as meetings, events, seminars, trainings, workshops, webinars, conferences, etc., enter each deliverable separately and provide the following in the 'Description' field: invitation, agenda, signed presence list, target group, number of estimated participants, duration of the event, report of the event, training material package, presentations, evaluation report, feedback questionnaire.

For deliverables such as manuals, toolkits, guides, reports, leaflets, brochures, training materials etc., add in the ‘Description’ field: format (electronic or printed), language(s), approximate number of pages and estimated number of copies of publications (if any).

For each deliverable you will have to indicate a due month by when you commit to upload it in the Portal. The due month of the deliverable cannot be outside the duration of the work package and must be in line with the timeline provided below. Month 1 marks the start of the project and all deadlines should be related to this starting date.

The labels used mean:

Public — fully open ( automatically posted online on the Project Results platforms)

Sensitive — limited under the conditions of the Grant Agreement

EU classified — RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision HYPERLINK "https://eur- lex.europa.eu/legal-content/EN/ALL/?uri=CELEX:32015D0444&qid=1586092489803"2015/444. For items classified under other rules (e.g. national or international

organisation), please select the equivalent EU classification level.

Work Package 1

Work Package 1: Project management and coordination

Duration: M1 – M36 Lead Beneficiary: Leader RPNC – LATVIA, Co-leader: ProMIS - ITALY

Objectives

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To ensure the project implementation of high quality and completed in time, JA Coordinator will provide project management plans and tools, planning, organizing and controlling the implementation process at regular intervals, both to ensure task execution according to expected results and within budget in order to achieve JA MENTOR goals and improve the population mental health. The main objectives of the WP1 are:

1. To create and coordinate a structure that would ensure project’s smooth and goal-oriented implementation. 2. To develop consortium agreement, coordinate administrative and financial issues, communicate and report to HaDEA and DG Sante. 3. Support WP collaboration and interactions. 4. Ensure stakeholder involvement and maintain contacts.

5. Collaborate and develop synergies on clustering activities with the Action grants on prevention of NCDs in the area of mental health.

A Project Handbook will be developed to summarize the project objectives, the monitoring framework and management tools, the selected approach to achieve the goals, including the implementation strategy, key controlling process, communication management plan, conflict resolution, policies, rules and project mind-sets, standardized quality criteria for developing activity, adapting it and piloting if it is in a plan. The systematic monitoring of the activities will help to check whether they are implemented according to the plan, results, deliverables and milestones are delivered on time, detect any obstacles or difficulties which may prevent the project from delivering, and to assure the overall quality of the project implementation.

Activities and division of work (WP description)

Task No

Task Name Description Participants In-kind Contr.

& Subcon

tr

Name Role

T1.1 Setting up Consortium's structures

In the first task of the MENTOR, Partners will establish, maintain and manage the organizational structure and the relevant directing, management, performing layers and advisory bodies of the Consortium. Task involves setting up, coordinating and managing the relevant governing management, performing and advisory bodies which will ensure the relevance of the activities of the Consortium in line with the work plan and developed strategies.

Following the PM2 methodology, Project Partners will set up the structures to ensure project's smooth, efficient and objectives-oriented implementation of the project: Consortium Forum, Executive Board, Project Core Team, Project and Financial Managers.

Latvia (RPNC),

All participants

COO

BEN, AE, AP

No

T1.2 Ensuring smooth management and goal-oriented implementation of the project

The task involves developing project management plans and tools, planning, organizing and controlling the implementation process at regular intervals to ensure task execution according to expected results as well as within the planned budget, putting in place procedures and tools to monitor the progress of WPs and oversee conformity with the Consortium rules. Coordinator will organize meetings on a regular basis to follow-up the progress of work and mitigate risks fast at minimal level.

Latvia (RPNC),

All participants

COO

BEN, AE, AP

No

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T1.3 Ensuring project financial compliance

Partners will prepare internal financial expenditure reports every 6 months to ensure effective controlling of the budget, as well as to indicate any deviations from budget plan as soon as possible. Control of the supporting documents for the expenditure to ensure compliance with audit regulations. Consultations and close communication with HaDEA to maintain continuous compliance within financial framework.

Latvia (RPNC),

All participants

COO

BEN, AE, AP

No

T1.4 Contribution to evaluation of the interventions implemented

Task involves evaluation of the content of interventions to ensure the scientific aspects of the MENTOR in order to ensure its quality assessment, scientific integrity, robust methodology, policy implications and deliverable acceptance.

Latvia (RPNC)

COO No

T1.5 Coordinating collaboration with stakeholders

Contacts and dialogue with key stakeholders are established and maintained. Stakeholder organizations are asked to nominate representatives to follow MENTOR and participate in the Consortium Forum. Develop a stakeholder matrix and level of information to be communicated. Collaborate and develop synergies on clustering activities with the Action grants on prevention of NCDs in the area of mental health.

Latvia (RPNC)

All participants

COO,

BEN,

AE, AP

No

Milestones and deliverables (outputs/outcomes)

Milest one No

Milestone Name WP No

Lead Benefici

ary

Description Due Date (month

number)

Means of Verification

MS1 Project Management platform established

1 RPNC Established project management platform to communicate, update daily tasks, monitor progress, etc.

2 Platform in use

MS2 On-site kick off meeting of Consortium Forum organized

1 RPNC Organizing a first on-site meeting with all Beneficiaries and Affiliate entities to kick-off the project. Project handbook will be presented during this meeting, introducing all JA participants with the project management strategy, tools and structures of everyday management on a deeper level.

2 Meeting minutes

MS3

Online synergy meeting with Action grants on preventing NCDs in the area of Mental health

1

RPNC

Clustering activities with the Action grants on prevention of NCDs in the area of

mental health including actions supporting vulnerable population groups, such as

migrants, refugees, Roma people and displaced people from Ukraine.

3

Meeting minutes

MS4 Online Feedback meeting completed

1 RPNC Organized meeting, established agenda and documents prepared. Key decisions approved.

6 Meeting minutes and recording

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MS5 On-site Consortium Forum meeting completed

1 RPNC Organized meeting, established agenda and documents prepared. Key decisions approved, authorisation to further implement the project.

12 Meeting minutes

MS6

Online synergy meeting with Action grants on preventing NCDs in the area of Mental health

1

RPNC

Clustering activities with the Action grants on prevention of NCDs in the area of

mental health including actions supporting vulnerable population groups, such as

migrants, refugees, Roma people and displaced people from Ukraine.

12

Meeting minutes

MS7 Online Feedback meeting completed

1 RPNC Organized meeting, established agenda and documents prepared. Key decisions approved.

18 Meeting minutes and recording

MS8 On-site Consortium Forum meeting completed

1 RPNC Organized meeting, established agenda and documents prepared. Key decisions approved, authorisation to further implement the project.

24 Meeting minutes

MS9

Online synergy meeting with Action grants on preventing NCDs in the area of Mental health

1

RPNC

Clustering activities with the Action grants on prevention of NCDs in the area of

mental health including actions supporting vulnerable population groups, such as

migrants, refugees, Roma people and displaced people from Ukraine.

28

Meeting minutes

MS10 Online Feedback meeting completed

1 RPNC Organized meeting, established agenda and documents prepared. Key decisions approved.

30 Meeting minutes and recording

MS11 Final on-site Consortium Forum meeting completed

1 RPNC Organized meeting, established agenda and documents prepared. Key decisions approved, authorisation to finish the project.

36 Meeting minutes, approval to finish project obtained.

Deliverable No

Deliverable Name WP No

Lead Beneficiary

Type Dissemination

Level Due Date

Description

D1.1.1 Project handbook 1 RPNC R PU 3 The Project Handbook is the basis for managing the project throughout its life cycle and is an important reference for all project members - it summarizes the project objectives and documents the selected approach for achieving the project goals. The Project Handbook documents the project’s roles and responsibilities, provides several project management plans for achieving the project goals and establishes the implementation strategy, as well

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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as the management and monitoring framework. Project Handbook will be updated when necessary. Document, PDF, English.

D1.5.1 Overview of foreseen activities to develop synergies with the JA

1 RPNC R PU 5 Overview of foreseen activities to develop synergies with the Action grants on prevention of NCDs in the area of mental health.

English PDF.

D1.5.2 Report on first period of activities to build and strengthen synergies with the JA

1 RPNC R PU 15 Report on first period of activities to build and strengthen synergies with the Action grants on prevention of NCDs in the area of mental health. English PDF.

D1.5.3 Final report on synergies/sustainability with the JA

1 RPNC R PU 30 Final report on activities and synergies with the Action grants on prevention of NCDs in the area of mental health. English PDF.

Estimated budget — Resources

See detailed budget table (annex 1 to Part B).

Work Package 2

Work Package 2: Dissemination

Duration: M1 - M36 Lead Beneficiary: NFZ - POLAND

Objectives

The purpose of WP2 in MENTOR is to facilitate and improve effective, and sustainable external and internal communication and to ensure that its objectives, activities, results and

deliverables are known to the project partners and all other stakeholders and can be transferred and/or scaled-up. The strategy is implying an equal contribution of all involved partners,

under the coordination of the WP2 leader. The objective is to set up, deploy and manage all available communication channels and tools (website, social media, videos, flyers, posters

and publications, etc.) to increase the visibility of the MENTOR among key stakeholders depending on clearly identified targets (e. g. ministries, the EC services and agencies,

international organisations, vulnerable groups, general public). The above-mentioned channels and tools will be used also to optimize the use of resources for supporting its

establishment and sustainability. WP2 main objectives are:

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1. Developing and implementing a comprehensive communication and dissemination plan to raise awareness about the project, its activities and its achievements based on clearly identified and segmented target audiences.

2. Providing an internal/external web-based platform which will allow the MENTOR participants to access, upload/download key documents, keeping them up to date about the different activities of each WP and encouraging cooperation on common activities.

3. Setting-up and manage the appropriate communication tools (e.g., MENTOR website, social media accounts, flyers, posters, videos, etc.) in order to keep the project’s partners and stakeholders informed about the goals, activities and major achievements of the MENTOR.

4. Maintaining and enforcing a dialogue between the members of the JA and stakeholders – e.g.; other JAs funded by EU4Health, TEI representatives, other DGs of the EC, national ministries, international organisations, the general public, etc.

5. Disseminating project results to the key audiences in specific events and forums.

Activities and division of work (WP description)

Task No

Task Name Description Participants In- kind

Contr. &

Subc ontr.

Name Role

T2.1 Brand and identity WP2 Leader will create a strong brand identity for the MENTOR. All communication tools will be based on a standardised, unique visual identity: logo, presentation templates, graphical charter for the website and other dissemination materials. Ensuring and managing of use of the co-funding logos and relevant disclaimers, including acknowledgment of the EC funding support, in any of the resulting products of the JA.

Poland (NFZ)

COO

T2.2 Dissemination targets

NFZ will identify and map key stakeholders and their needs – task carried in collaboration with WP1, WP4 and the technical work packages. They will also conduct the stakeholder analysis which will map, identify and target the stakeholders that can benefit from or contribute to the MENTOR at all levels in all participating countries, e.g. involvement of Joint Action on increasing the capacity of National Focal Points (NFPs) – NFP4Health. In our work we will take into the account Stake Holder Analysis carried out by DG Sante. The task will include preparation and distribution of a survey to the MENTOR participating countries to collect quantitative and qualitative data. The survey will be used to divide stakeholders into specific groups based on background and objectives and will be used in the dissemination and communication strategy work. The task will lead to establishing the Stakeholder Board chaired by WP 2 leader and will bring added value to the MENTOR by providing assessment of the project including recommendations for activities that should be undertaken to maximize the potential of the project results. Members of the board will be chosen throughout the stakeholder analysis process. To ensure that all rules are fully followed throughout the process there is a need of involving a legal expert.

Jargon-free, easy-to-understand documents and other promotional materials will be produced. Following the stakeholder analysis, specific audiences will be identified, promotional materials will be adapted, and specific communication channels will be identified as appropriate. All digital promotional materials will be WCAG compliant.

Poland (NFZ)

COO

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37

Special efforts will be made to reach out to vulnerable groups, for example through patient organisations, relevant NGOs (including not only those focused on mental health, but also those focused-on youth, disability or ethnic minorities), social workers, etc. Selected materials will be made available in languages spoken by displaced persons.

T2.3 Website and social media for the project

The aim of the task is to establish a comprehensive web of the MENTOR, which will include a project website, a YouTube Channel and social media accounts, where project literature, infographics, articles or other content will be published and promoted. The website will be designed to be accessible to all audiences. The project website will contain information on, dissemination activities, findings, resources, and a restricted area which is intended as a repository for information pertaining to project's partners.

Poland (NFZ)

COO

T2.4 Communication and dissemination

strategy

Developing and implementing of comprehensive communication and dissemination strategy will be held in cooperation with Project Core Team. This strategy will describe the activities that the WP2 leader and all partners will undertake to ensure the visibility and communication of outcomes and results of the MENTOR. The strategy will base on internal work (stakeholder analysis) and via cooperation with all WP leaders. The document will provide a strategy for internal and external communication, stakeholder involvement, public information, and sustainability of the JA results. The main purpose is to inform the MENTOR partners on how they will contribute to the JA’s activities, provide them with communication guidance related to their tasks and present how all stakeholders will get involved in the dissemination activities at national and international level. The document will include a dissemination work strategy for stakeholders in order to achieve the most effective dissemination and promotion of the project results. The strategy will also include the most efficient use of the internal and external dissemination channels and tools related to the specific target groups. The dissemination and communication strategy will be updated regularly throughout the duration of the JA.

Poland (NFZ); Latvia (RPNC); WP Leaders

All Participa nts

COO,

BEN,

BEN/

AE

BEN/ AE

T2.5 Dissemination events and final conference

Organisation of various dissemination and promotional events throughout the project life cycle linked to specific project WPs and target groups. In cooperation with members of the consortium we will develop a cycle of 4 web-based information and consultation sessions informing the public (NGOs representing vulnerable groups, patient organisations, PLEs) about the project and its deliverables (e.g. the digital tool). These sessions should be implemented in every member country of the consortium. Additional online information and consultation sessions (cycle of 2) should also be organised for health professionals and other people dealing with the implementation of mental healthcare on project results dealing with the integrated care pathway in all the countries represented by the Consortium. These sessions should be in part dedicated to presenting and developing local strategies for implementing guidelines and recommendations produced by the project and adapting them to the local context. In addition, 2 online conferences involving policy and decision makers, representatives of PLE and representatives of other JA dealing with mental health will be organised in order to promote the project and its results as well as dialogue between different stakeholders. The final conference (Consortium Forum) at European/international level will be organized by M36. All events will be organized in cooperation with the WP leaders, WP1 and WP2.

Promotion of the project and the project website and the Knowledge Transfer HUB through targeted online activities including online advertising. The main aim of the task is enhancing the visibility of the MENTOR outputs to stakeholders, including external policy makers. Regular organization of promotional webinars to disseminate JA activities. The webinars will be designed to introduce conducted actions and to inform on the status of the works in the technical WPs. The recordings will be available

Poland (NFZ); Latvia (RPNC); WP Leaders

All Participa nts

COO,

BEN,

BEN/ AE

BEN/ AE

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

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38

on the MENTOR YouTube channel and will be promoted on all social media channels. The target audiences and main messages will be defined in accordance with dissemination strategy and adapted to the needs of all WPs.

Milestones and deliverables (outputs/outcomes)

Milestone No

Milestone Name Work Package

No

Lead Beneficiary

Description Due Date (month

number)

Means of Verification

MS12 Website 2 NFZ JA MENTOR website for internal and external users.

M2/M3 Launching the website

MS 13 Stakeholder Analysis 2 NFZ Stakeholder analysis of the MENTOR project

M3/M4 Stakeholder Analysis report

MS 14 Establishment of Stakeholder

Board

2 NFZ The Stakeholder board will provide assessment and recommendations in relation to dissemination activities.

M6/7 Establishment of Stakeholder Board

MS15 Final Consortium Forum Conference

2 NFZ Final conference of JA MENTOR M34/M36 Final Conference minutes

Deliverable No

Deliverable Name Work Package

No

Lead Beneficiary

Type Dissemination Level Due Date Description

D2.1.1 Stakeholder Analysis report 2 NFZ R PU M7 Stakeholder analysis report – English, PDF

D2.2.1 Dissemination and communication plan

2 NFZ R PU M7 Plan with the brand identity, target definition, website and social media and the way to disseminate all activities for partners which ensure that JA will be visible on all levels – English, PDF.

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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39

D2.3.1 Final report on Dissemination and communication activities in JA MENTOR

2 NFZ R PU M36 The report of all JA actions connected to communication and dissemination – English, PDF.

Estimated budget — Resources

See detailed budget table (annex 1 to Part B).

Work Package 3

Work Package 3: Evaluation

Duration: M1 - M36 Lead Beneficiary: Biosistemak - SPAIN

Objectives

The main objectives of the WP3 are:

1. Monitor the quality and compliance of the MENTOR process and stakeholders´ views inclusion and satisfaction, ensuring the project progresses adequately according to the work plan.

2. Assess the relevance and pertinence of the outcomes according to the needs and expectations of the target groups identified. 3. Perform a structured and systematic appraisal of the impact of the JA in Europe regarding dimensions related to Sustainability, Building bricks for integrated and

comprehensive Mental Health and Wellbeing Actions (Advancing mental health in all policies, Supporting prevention / promotion actions targeted to young people, Involvement of people with lived experience (PLE) in mental health policies and Integrating care pathway for promoting social inclusion and quality of life) and Innovative Digital Solutions for Improving Mental Health across Europe (Overview of effective and efficient strategies for Mental health promotion and PDTU; Adapting and piloting online tools to support and promote mental health and Innovative, best practice solutions to assessing and monitoring the mental health status across Europe ).

The specific objectives of WP3 are:

1. Design the Project Evaluation Plan (PEP) to guide the Joint Action progress study by defining the scope, methodology framework, and data collection and monitoring methods.

2. Analyse the project activities and report the results in a timely manner during the whole project. 3. Develop the assessment approach, including research methodology, indicators, measurement tools, and time-points, to facilitate the study of the MENTOR impact.

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Activities and division of work (WP description)

Task No

Task Name Description Participants In-kind Contrib utions and

Subcon tracting

Name Role

T3.1 Project Evaluation

Sub-task 3.1.1 Development of the Project Evaluation Plan (PEP) This task is responsible for performing a systematic appraisal of the tasks and the quality of the products of the JA. The Project Evaluation Plan (PEP) will specify the evaluation activities, including indicators (quantitative and qualitative), tools for data collection, responsibilities, time for completion, and type of analysis. Specific and well-defined actions:

1. Assessment of the achievement of every single WP task and output 2. Meeting deadlines and delivery dates for WPs' activities and outputs 3. Assessment of the correct development of general and technical meetings 4. Monitoring (support, early reaction, securing data) of the calendar of MENTOR milestones 5. Engagement of every single WP Leader (WPL) and JA liaison who contribute to the development of WP3

by providing evaluation information on their own activities, attended events, and deliverables WP Leaders (WPLs) will be responsible for compiling the information defined in the PEP, so WP3 can perform the corresponding analysis. The data collection instruments will include online surveys and consultations with WPLs. Particularly, the PEP has a strong link with the activities developed in WPs 1 and 4. Therefore, WP3 will maintain close contact with these WPs to be aware and participate in the meetings organized with the Member State Policy Committee (WPs 1 and 4) and with representatives of Member states/ Associated countries at the political level in Thematic workshops and Policy dialogues (WP4).

Sub-task 3.1.2 Deployment of the Project Evaluation Plan

The quality assessment activities for the monitoring of the project quality will be performed based on the PEP. There will be an ongoing sharing of assessment results and key information to WPLs. Key stakeholders (experts on the topics addressed in the MENTOR) will be approached to identify areas of improvement and design appropriate strategies to improve project performance. The final report will include lessons learnt and recommendations. The recommendations will be disseminated among the members consortia, as long as they are generated according to the progress of the project.

Spain (Biosistemak)

Latvia (RPNC)

Poland (NHF)

Hungary (OFKO)

Slovenia (NIJZ)

Italy (ISS, ASL TO)

The Netherlands (RIVM)

Germany (SB)

Denmark (RSD)

Norway (NIPH)

Iceland (DOHI)

Germany (BZgA)

Hungary (NNGYK)

Cyprus (SHSO- MHS)

Estonia (MOSA)

Finland (THL)

France (FR-MOH)

COO

BEN

BEN

AE

BEN

BEN/ AE

BEN

AE

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

No

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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41

Lithuania (SAM LT)

Luxembourg (DISA)

Romania (NCMHFAD)

Sweden (PHAS)

Ukraine (PHC)

BEN

AP

BEN

BEN

BEN

T3.2 Impact

Evaluation

Sub-task 3.2.1 Development and dissemination of Impact Assessment Plan (IAP)

The impact of the project will be measured at two levels: a) the global JA level (including impact on external stakeholders) and b) the implementation of results concerning Dissemination, Sustainability, Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions Advancing mental health in all policies, Supporting prevention / promotion actions targeted to young people, Involvement of people with lived experience (PLE) in mental health policies and Integrating care pathway for promoting social inclusion and quality of life) and Innovative Digital Solutions for Improving Mental Health across Europe (Overview of effective and efficient strategies for Mental health promotion and PDTU; Adapting and piloting online tools to support and promote mental health and Innovative, best practice solutions to assessing and monitoring the mental health status across Europe). This activity will be aligned with WP4 Sustainability.

The IAP will include a set of qualitative and quantitative measures (process, output and outcome, impact indicators). The description, measurement instrument, and collection time-point will be determined for each indicator. WPLs will support WP3 to define indicators, which will consider the objectives, expected results, and activities of the different WPs. WP3 will provide an online tool (REDCap) for indicators collection to enable each WPL to provide the information agreed for the IAP. A preliminary list of indicators has been outlined for each WP in collaboration with WPLs.

Sub-task 3.2.2 Impact assessment of MENTOR in Europe (MS and regional governments)

The MENTOR impact evaluation will be based on the IAP, with a regular collection of all indicators defined from each WP. WPLs will be in charge of providing the corresponding information included in the IAP. The information gained will be checked, cleaned, and refined by WP3 to assure their accuracy and will be translated into appropriate format for analysis. Data analysis (content for qualitative approach and statistical for quantitative information) will be carried out and results will be shared with the consortium and reported in the final evaluation report (D3.2.1)

Spain (Biosistemak)

Latvia (RPNC)

Poland (NHF)

Hungary (OFKO)

Slovenia (NIJZ)

Italy (ISS, ASL TO)

The Netherlands (RIVM)

Germany (SB)

Denmark (RSD)

Norway (NIPH)

Iceland (DOHI)

Germany (BZgA)

Hungary (NNGYK)

Cyprus (SHSO- MHS)

Estonia (MOSA)

Finland (THL)

COO

BEN

BEN

AE

BEN

BEN/ AE

BEN

AE

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

No

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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42

France (FR-MOH)

Lithuania (SAM LT)

Luxembourg (DISA)

Romania (NCMHFAD)

Sweden (PHAS)

Ukraine (PHC)

BEN

BEN

AP

BEN

BEN

BEN

Milestones and deliverables (outputs/outcomes)

Milestone No Milestone Name Work Package No

Lead Beneficiary Description Due Date

Means of Verification

MS16 Final battery of indicators defined. 3 BIOSISTEMAK The PEP and IAP indicators definition will be agreed with WPLs for all WP and for the overall project.

M9 Meeting minutes on agreement from WPL

MS17 On-line tool for data collection available.

3 BIOSISTEMAK Set up of the on-line tools for data collection.

M14 Access of WP leaders to the web platform

MS18 Inputs of the stakeholders. 3 BIOSISTEMAK Needs detected and strategies proposed by the Identification of the stakeholders to detect needs and design strategies.

M24 Key stakeholders (experts in

JA topics) contacted and

interviewed.

Deliverable No

Deliverable Name Work Package No

Lead Beneficiary Type Dissemination Level

Due Date

Description

D3.1.1 Evaluation framework and Impact assessment plan

3 BIOSISTEMAK R PU M12 Document, planning the evaluation framework and the impact assessment measures - English PDF,

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D3.2.1 Final evaluation report 3 BIOSISTEMAK R PU M36 The report summarizes all the evaluation activities implemented – English, PDF.

Estimated budget — Resources

See detailed budget table (annex 1 to Part B).

Work Package 4

Work Package 4: Sustainability

Duration: M1 - M36 Lead Beneficiary: Leader: OKFŐ - HUNGARY Co-leader: NIJZ - SLOVENIA

Objectives

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The main objective of the WP4 is to enable and support the uptake, uphold, reinforcement and scale-up of pilot implementations, outputs and results of the project in addressing

mental health challenges in participating countries and beyond. MENTOR standardized methodological framework for sustainability activities consists of 4 tasks that cover all

phases of situation analysis, the sustainability of pilot implementations, and the development of final sustainability plan with planned activities for the time after MENTOR. The

application of the standardized methodological framework, adjusted to the needs of the technical work packages (WP5, WP6), will be supported by a systematic stepwise capacity

building approach.

Two overarching principles are applied in MENTOR pilot implementation:

(1) Equity and diversity perspective, with and aim to design and implement targeted interventions specifically tailored to address the needs of disadvantaged and vulnerable

population groups. This includes initiatives focusing on migrants, refugees, Roma people, people displaced from Ukraine, children, adolescents, and youth within these

communities. These interventions will aim to reduce disparities in mental health outcomes and ensure equitable access to support services and resources.

(2) Sustainability principle, that in all steps of design, implementation, monitoring, evaluation and reporting include essential elements, that will increase the ability of MENTOR

pilots to have sustainable impact after MENTOR ends in the sense of further exploitation of the results. Elements of sustainability are policy environment, ownership of sustainability

and culture of communication and consensus seeking.

The specific objectives of this task are:

1. Facilitate the sustainability of pilot implementations beyond the conclusion of MENTOR.

2. To pinpoint governance opportunities for sustained interventions by training consortium members in effective communication with policymakers.

3. Contribute to EU added value of MENTOR by building on the knowledge and skills within the MENTOR consortium concerning how sustainability is achieved in varied

settings and circumstances

4. Integrate active EU mental health project processes and outcomes to ensure high-level policy sustainability through identifying and promote synergistic actions.

Activities and division of work (WP description)

Task No

Task Name Description Participants In-kind Contrib utions and

Subcon tracting

Name Role

T4.1 Support of

sustainability

of MENTOR

pilot

Objective: To develop sustainability supporting methodology and facilitate its implementation at pilot sites. The task will

be aligned with and complements the methodology developed in WP5 (T5.3) and WP6 (T6.2, T6.3). The methodology

will be based on the experiences and results from earlier JAs (JA PREVENT, JA ImpleMENTAL,) and reports published

Hungary

(OKFŐ)

Slovenia

(NIJZ)

COO

BEN

BEN/

AE

No

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45

implementati

ons

by OECD (Guidebook on Best Practices), the EU JRC (Science for Policy Handbook) and the sustainability criteria

applied for reviewing best practices for the EC Best Practices Portal.

4.1.1 Sustainability Situation Analysis

The Sustainability Situation Analysis task aims to comprehensively evaluate the sustainability of mental health initiatives

within the MENTOR project. It integrates insights from the Baseline Assessment and Situation Analysis, focusing on

understanding current mental health statuses and initiatives through a sustainability lens. The suggested methodology:

Baseline Assessment: Conduct a detailed baseline assessment to gain insights into the current status and

developments of mental health initiatives from a sustainability perspective. The assessment will be based on the recent

MS survey made by WHO together with the EU-commission mapping the mental health area. This work was carried out

within the framework of DG SANTE's PHEG, which will be involved in facilitating an exchange of views and insights.

Collaboration with WP Leaders: Engage WP leaders in collaborative efforts to create a comprehensive Baseline

Assessment questionnaire. This collaboration ensures that the questionnaire encompasses specific elements relevant

to each WP, aligning with project objectives and addressing unique contextual factors. Identification of Key

Stakeholders: Identify key stakeholders and authorities involved in mental health initiatives within MS/AC. This step

facilitates stakeholder engagement and ensures that diverse perspectives are considered during the analysis process.

Gathering stakeholder input: Gather input from stakeholders to ensure that the mapping tool encompasses specific

elements relevant to each WP. SWOT analysis for pilot initiatives: Apply a SWOT analysis specifically focused on

factors related to the sustainability of pilot initiatives. Utilise the MENTOR Sustainability framework to cover core

elements, including the policy environment, ownership of sustainability, and culture of collaboration. Identification of

enablers and barriers: Define positive (enablers) and negative (potential barriers) characteristics related to the topic of

the pilot at national/regional levels and at the implementation site. This analysis provides valuable insights into current

strengths and weaknesses, as well as potential future challenges. Integration of Baseline Assessment and SWOT

findings: Merge the findings from the baseline assessment with the SWOT analysis to provide a holistic view of

sustainability needs and expectations at the national level. This integration facilitates a comprehensive understanding of

the sustainability landscape, guiding the development of targeted strategies.

4.1.2 Evaluating pilots towards sustainability based on the Impact Assessment Plan (IAP)

The Sustainability Situation Analysis task aims at evaluating the sustainability of mental health initiatives through a

comprehensive and systematic approach. The suggested methodology:

Integration of sustainability actions in pilot implementation plans: Following the methodology outlined in WP5 and

WP6, each pilot site is requested to incorporate at least one concrete action supporting sustainability into their Pilot

Implementation Plan. These actions are designed to promote long-term viability and impact beyond the duration of the

pilot initiatives. Compilation of potential sustainability measures: The inclusion of sustainability actions in the Pilot

Implementation Plans results in a comprehensive list of potential sustainability measures across all pilot sites. Utilisation

of measurement instruments from the Impact Assessment Plan (IAP): The evaluation of sustainability measures is

All

participan

ts

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46

conducted using measurement instruments defined in the Impact Assessment Plan (IAP) (T3.2). Data collection and

analysis: Data related to the implementation and outcomes of sustainability measures are collected systematically from

each pilot site. This includes qualitative and quantitative data to provide a comprehensive understanding of the

sustainability efforts and their impact. Evaluation criteria: Evaluation criteria outlined in the IAP are utilized to assess

the success and effectiveness of sustainability measures. These criteria may include factors such as scalability,

replicability, stakeholder engagement, policy alignment, and long-term impact. Cross-site comparison: Comparative

analysis is conducted to identify common themes, challenges, and best practices across pilot sites. This comparative

approach allows for the identification of overarching trends and insights regarding sustainability efforts within the mental

health domain.

4.1.3 Sustainability Action Plan

Building upon the results gleaned from the evaluation of pilots towards sustainability, as guided by the Impact

Assessment Plan (IAP), this task focuses on the development of tailored action plans for each pilot site. The suggested

methodology:

Utilization of evaluation findings: The results obtained from the evaluation of pilots towards sustainability, in

accordance with the Impact Assessment Plan (IAP), serve as the foundation for the development of Sustainability Action

Plans. Integration of methodologies from previous tasks: The methodology described in previous tasks, particularly

Task 4.1.2, is leveraged to guide the preparation of Sustainability Action Plans. Tailored strategies for sustainability:

Each Sustainability Action Plan is customized to the specific needs and circumstances of the respective pilot site.

Addressing contextual factors: Sustainability Action Plans are designed to address a diverse array of contextual factors

that influence the potential impact of pilot initiatives on the targeted population. These factors may include health and

social policies, levels of innovation, diversity and inclusiveness (e.g., gender, cultural aspects), economic dynamics, and

epidemiological developments. Incorporation of stakeholder input, thematic workshop and policy dialogue results:

Stakeholder input is solicited and integrated into the development of Sustainability Action Plans, ensuring alignment with

the priorities and perspectives of key stakeholders involved in the pilot initiatives, as well as the results of the thematic

workshop and policy dialogue.

4.1.4 Final Sustainability Report

Based on the tailored Sustainability Action Plans for each pilot site a Final Sustainability Report will be elaborate covering

a time period of 2 years after the end of MENTOR, that serves as a guiding document to support the scaling up of pilot

results and the integration of knowledge generated from the Joint Action into policy and sustainability efforts post-project.

This task also entails synthesizing insights, recommendations, and strategic plans from various WPs. It encompasses

the following key elements:

Core elements for sustainability:

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- Assessment of the context/situation surrounding sustainability efforts.

- Identification of pilots and practices to be replicated and sustained.

- Support needed from stakeholders and communities, along with strategies for ensuring this support.

Strategic financial planning and action plan:

- Detailed description of strategic financial planning.

- Development of action plans outlining activities for the next 2 years after the end of MENTOR to ensure

sustainability.

Assessment of long-term stability and flexibility:

- Evaluation of the long-term stability and flexibility of sustainability holders.

- Assessment of strategic partnerships and their role in sustaining project initiatives.

Monitoring and Evaluation Framework:

- Guidance on selecting SMART indicators to monitor and evaluate the effectiveness and efficiency of sustained

practices.

T4.2 Bridging the

Research-

Policy Divide

through Skill

Development

Objective: To improve the consortium members and public health experts competencies in enhancing the translation of

the findings from the pilots into sustainable changes in policies and other actions at local, regional and national level.

4.2.1 Pre-post assessment of the training

Pre-assessment: Prior to the onset of the training program, baseline data will be gathered to ascertain the prevailing

competencies and perceptions of MENTOR partners concerning research-to-policy interaction and communication skills.

Post-assessment: Following the training, a subsequent assessment will be conducted to discern any discernible shifts

or enhancements in participants' competencies and perceptions. Employing a blend of quantitative and qualitative

methodologies encompassing surveys, interviews, and focus groups, the assessment endeavors to procure

comprehensive feedback from participants.

4.2.2 Training the MENTOR consortium members for strenghtening public health experts/researchers capacity for policy

engagement

Through an interactive online course, the training aims to cultivate proficiency in four key skill areas:

Skill 1: Engagement with Policy-Makers and Stakeholders:

- Enhance the ability to effectively engage with policymakers and stakeholders, fostering meaningful dialogue and

collaboration.

Hungary

(OKFŐ)

Slovenia

(NIJZ)

All

participa

nts

COO

BEN

BEN

/AE

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

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48

- Facilitate the exchange of knowledge and insights to ensure project findings are informed by real-world needs and

priorities.

- Skill 2: Communication Skills:

- Develop clear, strategic, and accessible communication skills to convey project findings in a manner that resonates with

policymakers.

- Overcome barriers posed by academic jargon, ensuring that policymakers have access to relevant and understandable

information to inform evidence-informed decisions.

- Skill 3: Interpersonal Skills:

- Cultivate proficiency in social interaction, including the ability to send and receive verbal and non-verbal cues, essential

for successful engagement with stakeholders and policymakers.

- Foster effective collaboration and relationship-building to facilitate knowledge exchange and consensus-building.

- Skill 4: Advising Policymakers:

- Equip participants with the skills necessary to provide evidence-informed policy advice, drawing from their expertise while

remaining objective and impartial.

- Enable public health experts to identify policy options, assess their likely impact, and provide informed recommendations

from an expert viewpoint.

- Enhanced communication skills will foster ongoing dialogue between researchers and policymakers. This will support

the development of impactful policy recommendations aligned with national needs, maximizing the project's influence

and ensuring its findings continue to shape mental health policy.

Online courses lasting 2 days will be provided, during which trainers will train a maximum of 50 persons involved in pilot

and project implementations.

T4.3 Strategic

stakeholder

engagement

and

advocacy

through

thematic

workshops

and policy

dialogues to

enhance

sustainability

Objective: To strategically engage with stakeholders at both national and international levels, fostering empowerment

and advocacy to enhance the sustainability of mental health initiatives within the project.

This task focuses on strategically engaging stakeholders and advocating for sustainability through thematic workshops

and policy dialogues. The suggested methodology.

Facilitate stakeholder understanding and empowerment: Engage relevant stakeholders to ensure a comprehensive

understanding of proposed changes and prepare them for implementation. Empower stakeholders by providing them

with the necessary knowledge and tools to actively participate in mental health system development initiatives. Develop

stakeholder networks: Facilitate the development of a network focused on mental health system development,

fostering collaboration and knowledge exchange among stakeholders. Strengthen relationships between stakeholders

to promote sustainability and ongoing support for mental health initiatives. Stakeholders invited to participate will

represent a diverse range of perspectives, including policymakers, healthcare professionals, researchers, community

leaders, advocacy groups, and individuals with lived experience. They will be selected based on their expertise,

influence, and relevance to the workshop's thematic focus. Involvement will be sought from stakeholders across different

countries to ensure a comprehensive and inclusive representation of perspectives and experiences. Preparation and

execution of workshops: Conduct preparatory work to design workshops and formulate strategies for their execution.

Commence the delivery of workshops involving MSs and ACs once valuable lessons learned from the implementation

Hungary

(OKFŐ)

Slovenia

(NIJZ)

All

participa

nts

COO

BEN

BEN/

AE

No

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

EU Grants: Application form (EU4H): V2.0 – 01.06.2022

49

of WP5 and WP6 have been identified. Workshop topics will align with key thematic areas identified in WP5 and WP6,

such as mental health promotion strategies, stigma reduction, access to services, and digital health solutions. Post-

workshop actions: Following the workshops, a summary report will be produced to document key insights, outcomes,

and action points arising from the discussions. Action plans will be developed to translate workshop findings into tangible

initiatives and activities. Stakeholders will be encouraged to continue collaborating and sharing resources beyond the

workshops, forming partnerships and networks to advance shared goals. Follow-up activities may include working

groups, task forces, research projects, advocacy campaigns, or policy development initiatives based on workshop

outcomes.

T4.4 Collaboration

between joint

actions

related to

mental health

to foster high-

level policy

sustainability

Objective: To foster effective collaboration among JA MENTOR, JA impleMENTAL and JA preventNCD, leveraging their

collective efforts for a more significant impact and high-level policy sustainability. By leveraging potential synergies, such

as aligning messaging to policymakers, sharing tools and resources developed within each JA, and co-hosting events,

this task aims to maximize the impact and reach of mental health policies across the EU.

Establishment of a sustainability coordination body: Involves the establishment of a sustainability coordination body

comprising coordinators and WP4 leaders from all participating joint actions. This coordination body will organise annual

online meetings to monitor progress, identify synergies, and exchange best practices related to sustainability efforts

within the various JAs. All participants will have opportunities to contribute to the discussion across JA projects, ensuring

diverse perspectives and collaborative solutions. This collaboration can ensure the widespread adoption of the mental

health approach across the EU.

Hungary

(OKFŐ)

Slovenia

(NIJZ)

All

participa

nts

COO

BEN

BEN/

AE

No

Milestones and deliverables (outputs/outcomes)

Milestone No

Milestone Name WP No

Lead Beneficia

ry

Description Due Date

Means of Verification

MS19 Methodology for Sustainability

Situation Analysis and key

stakeholders’ identification

4 Hungary

OKFŐ In close collaboration with all WP leaders methodology, guidance

materials and templates for Sustainability Situation Analysis and

stakeholder identification will be developed to implementing partners

M6 Document

MS20 Methodology for Sustainability

Action Plan

4 Hungary

OKFŐ

Methodology and templates for sustainability action plan will be

developed to implementing partners

M12 Document

MS21 Training delivery

4 Slovenia

NIJZ Training of MENTOR consortium members will be delivered to

strengthen public health experts/researchers capacity for policy

M22-M30 Number of trained

partners:

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50

engagement. The timing of the training will be accommodated to the

pilot implementation phases.

maximum 50

persons

MS22 Training report 4 Slovenia

NIJZ

Training reports will be prepared to provide a succinct summary of

participant rate, training progress, participant feedback, and estimated

impact. These reports will also serve to track and evaluate the

effectiveness of the training initiatives.

M33 Document

Deliverab le No

Deliverable Name

WP No

Lead Beneficiary

Type Dissemination Level

Due Date

Description

D4.1.1 Final

Sustainability

Report

4

Hungary

OKFŐ R PU M34 Building upon the results gained from the evaluation of pilots towards sustainability,

tailored sustainability action plans for each pilot site, a comprehensive sustainability

report will be delivered, ensuring alignment and strategy integration for continued

project impact. English, PDF.

Estimated budget — Resources

See detailed budget table (annex 1 to Part B).

Work Package 5

Work Package 5: Building bricks for integrated and comprehensive Mental Health and Wellbeing Actions

Duration: M1 – M36 Lead Beneficiary: ISS - ITALY

Objectives

WP5 aims at contributing to furthering actions to address mental health in a more comprehensive way that spans across different policy domains. The building of a new comprehensive, prevention and promotion-oriented multilateral approach to mental health. WP5 activities are designed to meet the overall MENTOR goal of promoting mental health

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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51

by sharing experiences from policy to clinical and from individual to population levels. WP5 addresses the needs of people with defined mental disorders but also intends to promote the mental health of European region population, recognizing the intrinsic value of positive mental health. In this framework, Project Partners will work on new approaches and actions throughout the EU, in line with the Healthier Together EU NCD initiative, which aims to promote mental health and prevent and address at the population-level mental health problems and mental disorders, and to set up ways to support people living with mental disorders.

WP5 capitalizes on this initiative and focuses on:

− building capacity to better understand and develop an approach that integrates mental health in and for policies in different domains.

− promoting mental health interventions in communities focusing on vulnerable groups (e.g., youth, migrants, refugees, ROMA people and persons displaced from Ukraine)

and fighting stigma,

− aligning with existing initiatives focused on capacity building at policy level in the EU (e.g. the work by the WHO Regional Office for Europe as funded via the EU4Health

programme as a flagship initiative on mental health)

− improve equal access to mental health care for people with mental health disorders highlighting the importance of People with lived experience (PLE) inclusion in mental

health care service design,

− enhancing social inclusion, tackling stigma and discrimination associated with mental health issues.

Therefore, the specific objective of WP5 is to promote the creation of an ecosystem in which MS can work closely on different policies in mental health issues, mental health promotion and prevention interventions and best practices, promoting an integrated policy approach to mental health, as well as person-centered care pathways in mental health services and policies, also with the support of PLE. To do this, Partners structures WP5 into 4 tasks, representing the 4 bricks through which the partnership intends to establish and develop a common ground for the development of the global approach, described below.

Firstly, the state of play with regards to the implementation of a Mental Health in All Policies (MHIAP) approach will be mapped, and a flexible methodology/process will be developed subsequently to support Member States. This is the starting point to showcase how mental health can be embedded in and for different policies to recognize the important contribution of other policies to mental health, capitalize on these and ensure flexible, well-informed policy and actions that consider contexts, available resources, and genuinely achievable results.

The second task, another significant building brick, focuses on the topic of promotion/prevention, emphasizing its implementation in different community settings (school, workplaces, leisure time, etc.) with the contribution of other policies for the co-programming. Partners have specifically chosen to dedicate this task to vulnerable groups of population and in particular young people among those groups, in order to be more effective in terms of results, given the focus on personalized approach.

The third brick focuses on the inclusion of PLE in the development and implementation of mental health policies, another crucial element in building the strategy. In this context, special attention is given to human resources (including PLE) as a key factor in policy development and implementation of mental health policies.

The fourth and final task, which will integrate with the previous activities, aims to analyze the different policies and services, organization for Mental health in the Member States and to promote the definition and implementation of an integrated care pathway (policies, funds, services, human resources, etc.) targeted on the person’s needs and preferences and aimed at his/her recovery and inclusion in the community.

The specific outcomes of the WP5 are:

− Developed/encouraged collaboration among different policies in mental health issues.

− Supported national and regional policy-makers in the design, implementation and innovation of mental health in all policy (MHIAP) approaches by developing and piloting a flexible methodology to support implementation of MHIAP;

− Identified evidence-based and innovative best practices for the promotion and prevention interventions targeted to vulnerable groups and tackling stigma and discrimination associated with mental health problems and addiction by sharing good practices, methods

− Empowered people with lived experience (PLE) and their inclusion in mental health policy and services.

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EU Grants: Application form (EU4H): V2.0 – 01.06.2022

52

− Provided care pathways to promote proactive and person-centered care for people with mental health disorders through the Personal Budget methodology.

Activities and division of work (WP description)

Task

No

Task Name Description Participants In-

kind

Contr.

&

Subco

nt

Name Role

T5.1. Advancing mental

health in all policies:

methods to evaluate

and deliver at national

and regional levels

As requested by DG SANTE, MENTOR is to deliver on the ‘development, piloting and possible

implementation of a methodology to ensure that mental health is integrated in relevant policies. The

purpose of this task, therefore, is to support policy makers at national and regional government levels in

the design, implementation, and improvement of mental health in all policies approaches. Such policy

makers can include civil servants within the health sector (i.e. responsible for health policy development

or implementation at a Ministry of Health or municipal health directorate), but can also extend to their

counterparts working in other policy sectors such as social affairs or education. More specifically, the

current knowledge and experiences as regards Mental Health in All Policies (MHIAP) methodology will

be mapped and a flexible methodology will be developed to guide the implementation of MHIAP

approaches. This methodology is designed to support policy makers (at national and regional/local

levels) to see the value of a MHIAP approach in their context and have the best available information

and tools at hand to implement a MHIAP approach to take a comprehensive approach to addressing

mental health (and its determinants) across domains within and beyond the health sector. The

methodology will contain answers to questions such as include ‘how does integrated policy making

actually work’, ‘how can it be organized’, ‘how can it be sustained and developed further’? As of yet, the

existing body of knowledge as regards MHIAP (and its implementation) is not as well-developed as its

‘general’ counterpart (HIAP); a well-developed MHIAP approach is needed, that also takes into account

specificities related to (public) mental health policymaking. This task thus aims to deliver on MHIAP

methodology and implementation guidance that builds on practical and theoretical insights, also as

regards mental health equity and sensitivity to the needs of vulnerable groups, and supports the

implementation of best available interventions (across policy levels) The task also aims to maximise

opportunities for cross-national learning, incorporating the specific needs of participating countries into

account through piloting the implementation (as developed in the initial phase) in four select Member

States. This will also be done through setting up a learning lab for partner countries piloting the

methodology, to come together several times a year to share experiences in implementing the

methodology, also with task partners that do not implement, The learning lab will also be instrumental in

refining the methodology guidance further and improving its utility.

The task will build on learnings presented in the Commission's 'Healthier Together’ guidance document,

the 2023 Joint Statement for Mental Health in All Policies developed via the Health Policy Platform, and

The Netherlands

(RIVM, Trimbos);

Sweden (PHAS)

Denmark (RSD),

France (FR-MOH),

Finland (THL),

Germany (BZgA),

Iceland (DOHI),

Italy (ISS, ASL of

Turin,

Latvia (RPNC),

Estonia (MOSA)

Slovenia (NIJZ),

Lithuania (SAM

LT),

Cyprus (SHSO-

MHS),

Romania

(NCMHFAD),

Ukraine (PHC)

Spain

(BIOSISTEMAK,

ICO,

IDIVAL,

FUNDESALUD,

GENCAT, SMS,

FFIS, SAS)

COO

AE

BEN

BEN

BEN

BEN

BEN

BEN

BEN

AE

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

AE

AE

AE

AE

AE

AE

AE

No

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

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53

on the 2017 recommendations for action on Mental Health in All Policies developed following the 2013-

2016 Joint Action on Mental Health and Well-being. Furthermore, synergies will be explored with new

work, such as early outcomes of MENTOR work on health promotion, the WHO Capacity Building

Initiative (flagship 1 of the EU Communication) that will also address mental health across policies, and

efforts as regards mental health promotion (notably on mapping) that is proposed within the context of

the Joint Action PREVENT, Several partners that will work on this specific PREVENT task will also

contribute to task 5.1.

As such, the task will deliver on one of four key areas of action proposed in ‘Healthier Together’:

supporting favourable conditions for mental health and increasing resilience, implementing Mental

Health in All Policies, also the area that Member States’ health ministries identified as most relevant to

them. This task concludes with a final methodology ready for Member States to use either nationally or

regionally, and a final ‘policy and practice’ event to showcase experiences of Member States in piloting

the methodology.

The task will be delivered in three steps:

Task 5.1.1: Mapping review resulting in draft MHIAP guidance

Mapping review of existing knowledge of and experience with MHIAP methodology, how countries and

regions participating in this task have developed their MHIA policy cycle, and what lessons can be

learned from this. The review will culminate in a (draft) set of recommendations and guidance to support

countries and/or regions in the use of MHIAP methodologies.

Task 5.1.2: Piloting of draft guidance at local/regional and national level, supported by cross-

national learning lab.

Four countries will try out the draft guidance (as delivered via subtask 5.1.1) within the scope of their

specific national/regional context. They will be at the heart of a multi-country ‘learning lab’, regularly

sharing experience with their pilot efforts not just amongst themselves but also with the wider group of

task partners.

Task 5.1.3: Policy and practice dialogue and final drafting of MHIAP guidance

Through this subtask, lessons learned from subtask 5.1.2 will be shared and brought together with

relevant outcomes of EU-supported initiatives that run (partly) parallel to MENTOR, such as the JA-

PREVENT and Commission Flagship capacity building initiatives. This will happen at a dedicated

dialogue event. All shared learnings will then inform a final redraft of MHIAP methodology guidance.

T5.2 Supporting prevention /

promotion actions

targeted to young

The Task will consist in valorizing current good practices and promoting their integration into the

implementation of new mental health strategies that leverage innovative approaches developed within

community settings. This will focus specifically on interventions aimed at fostering prevention, reducing

Hungary (OKFŐ,

NNGYK,

BCH)

COO

BEN

AE

No

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

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54

people in community

setting

stigma and promoting social inclusion, with a strong emphasis on vulnerable populations, especially

among the youth (young people).

This task foresees the following subtasks:

5.2.1 Mapping Evidence-Based Guidelines:

- Systematically map existing evidence-based guidelines for prevention and promotion

interventions tailored to young people with a strong emphasis on vulnerable populations.

5.2.2 Identifying Community Program Inventory:

- Identifying selective community programs, taking into account best practices published on ES

Best Practice Portal, for mental health promotion and prevention, strategically designed for

various settings, including municipalities, schools, kindergartens, social services, workplaces,

local communities, etc. These programs are designed for different target groups (teachers,

social workers, childcare workers, health visitors, parents, caregivers), including women in the

perinatal phase (pregnancy to the end of the first year postpartum), to promote mental health

in women and their newborns as early as possible. The aim is to enhance access to evidence-

based, innovative, promising, and personalized approaches and interventions for managing

mental health problems.

Identifying equity-focused actions such as:

targeted measures to support particularly vulnerable groups such as migrants, refugees, Roma, and displaced persons from Ukraine.

• targeted actions to reduce health inequalities, especially among socio-economically

disadvantaged populations.

• targeted actions to address mental health challenges exacerbated by the pandemic,

with a particular focus on vulnerable groups such as disadvantaged and Roma youth,

children of parents with lower education or income.

• targeted actions for patients with mental illness to improve their health processes,

avoid complications, enhance their daily functioning, and elevate their quality of life;

this strategy also endeavors to counter stigma and foster social inclusion, particularly

among vulnerable groups (i.e. physical exercise as a non-pharmacological health

therapy)

Implementing community-based mental health promotion programs tailored to individuals with mental

illness, including evidence-based interventions like physical exercise as a non-pharmacological therapy,

drawing from recognized European best practices such as Activa’t (Get Active!).

Specifically, for implementation of the Activa’t Best practice the following actions will be performed:

Identification and collaboration: Identify primary care centers, mental health centers, and Mental Health

Hospitals to establish a collaboration network with municipalities providing sports spaces. Coordinate

Italy (ISS,

ProMIS, ASL Of

Turin),

Germany (BzgA;

ULEI)

France (FR-MOH),

Denmark (RSD)

Luxembourg

(DISA),

Iceland (DOHI),

Latvia (RPNC),

Lithuania (SAM

LT)

Estonia (MOSA),

Romania

(NCMHFAD),

Norway (NIPH),

Poland (NHF)

Ukraine (PHC),

Slovenia (NIJZ),

Cyprus (SHSO-

MHS),

Spain

(BIOSISTEMAK,

IDIVAL,

FUNDESALUD,

FRCB-

IDIBAPS/HCB,

GENCAT, SAS,

FFIS, SMS)

BEN

AE

AE

BEN

AE

BEN

BEN

AP

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

BEN

AE

AE

AE

AE

AE,

AE

AE

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

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55

with local authorities to secure venues for conducting the 6-month physical exercise program, consisting

of sessions held three days a week, each lasting one hour.

Participant recruitment and program integration: Mental health patients from primary care centers and

mental health centers will integrate into existing ACTIVA groups alongside individuals with other

pathologies. Patients of short and medium stay from mental health hospitals will receive physical

exercise prescriptions from their doctors, with requests forwarded to the ACTIVA program management

institution. Specialized groups will be formed for these patients, led by trained sports physical educators.

Ensure patients leave the hospital premises for program sessions, conducted in sports spaces provided

by the city council, if necessary, and accompanied by nursing assistants if required.

Program implementation: Engage a subcontracted company to provide qualified physical exercise

graduates who will execute the program designed by experts (ACTIVA Program) and conduct specific

training sessions.

Evaluation and Monitoring: Conduct initial and final evaluations for all participants, monitoring their

progress throughout the program. Assess patients' clinical data, ensuring compliance with data

protection laws. Utilize tests such as quality of life questionnaires, physical condition assessments

(aerobic, strength, balance, and flexibility), satisfaction surveys, and evaluations of lifestyle factors

including toxic habits, nutrition, and sleep patterns.

Deliverable: An assessment report detailing the effectiveness and outcomes of the implemented

intervention, including improvements in health processes, reduction of complications, and

enhancements in quality of life for participants.

Target Participants: Recruitment of 75 subjects from primary care centers and mental health centers

participating in regional ACTIVA programs, along with 50 subjects from Mental Health Hospitals joining

specialized ACTIVA groups.

5.2.3 Developing advocacy communication materials and setting a digital advocacy strategy

- This subtask engages the public, relevant stakeholders, and multipliers to increase public awareness in drawing media attention to substance use disorders and framing the public’s view of it. Project partners will design a digital media advocacy strategy that includes PLE and the destigmatization of young people with problematic substance use. In synergy with D5.2.2 and D5.3.3, Project Partners will use the potential power of media as an instrument for preventing and combating all forms of stigmatization and for gaining support for public and societal policies to promote healthier environments, also adapting good practices such as FairMediaSUCHT.

5.2.4 Design of training and supervision initiatives targeted to professionals/ educators

(trainers/teachers) of different settings

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56

- Project partners will collaborate to create a training program specifically designed for professionals and

educators from various environments. The objective is to equip these trainers with strategies and insights

for addressing the mental health vulnerabilities of young individuals, leveraging communication tools that

have been previously established. This effort aims to enhance the mental resilience of young people

during crisis situations, mitigating the detrimental effects on their mental well-being. By drawing on

experiences from the COVID-19 pandemic and other crises, the initiative will explore preventative

measures and mitigation strategies that can be applied to the general populace and particularly

vulnerable groups. Additionally, the development of guidelines for distribution across member states will

be a key focus, aimed at enhancing the capacity to manage stress and anxiety.

The general aim of Task 5.2 is to compile a report containing all the programs that can be considered

good practices (hence already implemented, as well as present in the EC Best Practices Portal), useful

to set national community programs for youth. This task will also explore potential synergies with other

health related initiatives capitalizing other initiatives such as the EU4Health Joint Action (ImpleMENTAL,

PREVENT), Horizon Europe Program (e.g. IMPROVA, Schools4Health), the Erasmus+ Program

(projects HOORAY, SPHERE and EASMH), the 2023 Flagship TSI Youth First, as well as other

international initiatives (i.e., Australia) which aim to support the wellbeing, education, training, social

protection, and labor prospects of children and youth.

Task 5.2 will be complemented by WP 6, which evaluates but primarily also implements digital tools for

mental health in multiple European languages. The tasks in 5.2 and 6 will coordinate their evaluation

criteria, such that instruments with a particular aim are judged with the same criteria independent of the

presentation media and present the results of such work jointly.

T5.3 Involvement and joint

ownership of people

with lived experience

(PLE) in mental health

policies

This task aims to involve individuals, including adolescents and young adults, with lived experiences of

mental health issues. There is a lot of evidence available which shows the improvement of MH services

after a meaningful involvement of PLE in mental health services, as well as in community settings and

in decision making process, in agreement with numerous international agencies’ (WHO, EC)

recommendations. The core aspect is, that people with lived experience are relevant support in

evaluating which methods, approaches, structures, conditions support their recovery, and which do not.

This is crucial knowledge for the improvement of MH services. This task is fully oriented to put in place

concrete actions, to implement pilot activities at local level and to test and study the effectiveness of

implemented actions. Each country will start from a different point. Some countries may have already a

culture of involvement, participation or co-production, other countries may not even have a self-help

movement. In the preparatory phase of the proposal, some countries have already indicated the intention

to participate as observer in one or more actions, others have expressed their commitment to fully

implementing one or more actions. As for an example for activity there will be developed the best

practise example which include PLE in service design as well as developing the training manual for PLE

to ensure the peer support for people with experience of suicidal ideation or behaviour. Suicide

Germany (SB);

Italy (ASL Turin),

Cyprus (SHSO-

MHS);

Estonia (MOSA),

Finland (THL)

Iceland (NUHI),

Denmark(RSD),

Latvia (RPNC),

Germany (BZgA,

MHB)

Slovenia (NJIZ),

Hungary (NNGYK),

Italy (ISS, ProMIS),

COO

COO

BEN

BEN

BEN

AE

BEN

BEN

BEN

AP

BEN

BEN

BEN,

AE

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

EU Grants: Application form (EU4H): V2.0 – 01.06.2022

57

prevention and peer support for PLE is one of the priorities in many national mental health strategies

and this practical initiative can be used and implemented in MS in very simple manner with expected

high feasibility.

The subtasks of T5.3 are:

5.3.1 Valorising current good practices of PLE involvement in MH services and community settings

- Current good practices and valuable experiences regarding PLE involvement in different countries will

be collected, in order to develop strategies and recommendation for the involvement of PLE in mental

health service and in community settings

5.3.2 Development of models of training and peer support tools and development of evaluation tools

- Partners will be invited to describe different fields and spheres where involvement, participation or co-

production of PLE take place. This will allow the different countries to choose which approach suits the

best. Conditions for successful involvement and participation of PLE will be described, including actions

to prepare or train PLE to be most effective and enable PLE to get influence and active role in service

designing and starting an activity in practise.

5.3.3 Guidelines and recommendations for a destigmatization strategy at National level

- Partners will work on the collaboration among PLE, professionals and other actors of multidisciplinary

teams. Partners will define processes, procedures and protocols for efficient co-working. PLE voice will

help Partners in defining national and European policies on mental health across different sectors

Including PLE perspectives and insights is crucial to ensure that these initiatives can be flexible,

responsive, and cater to their specific needs throughout their entire lifespan. This inclusive approach will

enhance the overall effectiveness of these interventions, resulting hopefully in better outcomes for

individuals and the broader community. This Task will also capitalize the experience of the TSI Youth

First, which lead to the development and experimentation of methodologies for consultations with young

people in the health and social fields, as well as the preparation of policy recommendations for a

meaningful future engagement of young people in social and health issues through youth networks.

Lithuania (SAM

LT),

Romania

(NCMHFAD),

Spain

(BIOSISTEMAK,

IDIVAL,

ICO,

FUNDESALUD,

FRCB-

IDIBAPS/HCB,

SAS, SMS, FFIS)

Ukraine (PHC)

BEN

BEN

BEN

AE

AE

AE

AE

AE

AE

AE

BEN

T5.4 Integrated care

pathway for promoting

social inclusion and

quality of life of people

with Mental Health

disorders

Personalization is a key element of healthcare policy, as underlined by the World Health Organization

(WHO). It is built on the conception of a health care system centered on human principles and rights,

such as equity, participation, self-determination, and non-discrimination. This means treating patients

from a person-centered perspective, listening to their needs, and recognizing their abilities and freedom

to choose for their own health. A person-centered approach will enable different sectors to work together,

using available resources and different competencies, to meet person's needs.

The task 5.4 will help participating partners in defining and implementing integrated care pathways for

people with mental disorders within their countries and produce recommendations to promote health

and social integration. Public policies, different funding sources, health, educational and social services,

various professional resources, etc. will collaborate in close integration and partnership. Objective of this

synergic intervention is the recovery and full inclusion in the community of people with mental health

Italy (ISS, ProMIS,

Lombardy Region,

ASL of Turin,

UNIMIBI)

Germany (BZgA),

Denmark (RSD)

Cyprus (SHSO-

MHS)

COO

AE,

AE,

AE

BEN

BEN

BEN

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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EU Grants: Application form (EU4H): V2.0 – 01.06.2022

58

disorders. Through the innovative methodology of the personal health budget, health and social services

work together to provide integrated interventions in the following four areas: health, housing, job

placement, affectivity/sociality/life and relational skills. Each person is accompanied through a tailored

individual project, designed according to his/her specific needs and preferences and using available

public/personal/private resources. The individual’s personal empowerment is ensured by his/her full

involvement and consent at every stage of the negotiation and decision-making process.

The availability or absence of economical/material (i.e. house, income, pension, salary, annuity…) and

informal (diplomas, supporting family, social network, personal skills….) resources is considered in

defining the person’s needs and personal health budget. The latter is defined as the set of resources

available from the individual and his/her context and the list of resources/interventions that integrated

services ensure or provide during the personalised project. The project is monitored and evaluated

periodically and updated accordingly.

During the task, data and information concerning public policy and mental health services' organization

will be collected from participating countries and analysed. People with lived experiences will be actively

included in the multidisciplinary team evaluating data collected and defining the key components of the

integrated health-social care pathway that will be implemented in some MS.

The personal health budget has been tested so far in different countries, including the United Kingdom,

Belgium, Denmark, Italy, Finland, Austria, France, Sweden, Germany, Australia, and the United States,

with different types of programs, varying from inclusion criteria related to commissioned services or the

person’s degree of choice. The main goal of most programs was to promote autonomy and independent

living, whereas other programs focused more on improving the caregiver’s system of care.

The subtasks of 5.4 are:

5.4.1 Survey dissemination and analysis

- A Panel consisting of members from ministries, public agencies, professionals in mental health and

social work, municipalities, and PLE will conduct an analysis of the needs, services, and policies relevant

to the local population. This process involves: a) establishing the panel with representatives from both

public and private sectors; b) developing and distributing a survey to gather: 1) the needs and challenges

identified by the individuals with mental health disorders (MHDs) in each country; 2) details on social

and healthcare services available for MHDs ; 3) information regarding national policies on social and

health care for people with MHDs; c) analysing the responses from the survey and creating a Knowledge

Exchange Report that includes the findings from the participating countries.

5.4.2 Definition of the integrated care pathway

- Based on data gathered by D.5.4.1, the essential elements of the integrated care pathway in mental

health (MH) will be detailed involving: 1. members of the multidisciplinary equipe for the initial

assessment; 2. testing tools and questionnaires to evaluate clinical and personal outcomes; 3.

standardized format for the planning and monitoring of the integrated social-health interventions.The

document defined will be posted on the Joint Action (JA) website to invite for feedback and suggestions

Estonia (MOSA)

Poland (NHF)

Romania

(NCMHFAD),

Iceland (PHCI)

Spain

(BIOSISTEMAK,

IDIVAL, ICO,

FUNDESALUD,

FRCB-

IDIBAPS/HCB,

GENCAT, SAS,

FFIS, SMS),

Ukraine (PHC)

BEN

BEN

BEN

AE

BEN

AE

AE

AE

AE

AE

AE

AE

AE

BEN

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from stakeholders such as MH clinical centers, people with lived experience (PLE), NGOs, municipalities,

etc. All feedback will be reviewed by the Panel for potential modifications, leading to the finalization of

the document. The finalized document will be translated into all the different European languages for

broader accessibility and understanding.

5.4.3 Pilot implementation and monitoring of the integrated care pathway

- Pilot foresees the implementation and monitoring of the integrated care pathway among EU Member

States. It will include conducting impact evaluations to assess the effectiveness and outcomes of the

interventions. This process entails developing guidelines for the deployment of the integrated care

pathway within social and health services across EU Member States, training professionals, and applying

and tracking the pathway among a selection of individuals with MHDs. The evaluation of the care

pathway will use an online tool for self-assessment of integrated care, along with standardized outcome

measures and quality of life assessments, to objectively measure enhancements in mental health and

overall well-being. The initiative will also involve analysing data, collecting feedback, and implementing

necessary improvements to elevate the quality of care.

5.4.4 Definition and dissemination of community-based mental health policies

- Partners will pinpoint, gather, and disseminate exemplary and hopeful strategies concerning a thorough

community-oriented approach to mental health (MH). They aim to champion policies that emphasize

community-based MH care across EU Member States. The Panel will develop unique, customized sets

of recommendations and strategies for their deployment across three different target groups: 1. For

Social and Health Ministers, the Panel will offer precise policy advice based on evidence-driven practices

to guide ministers in charge of healthcare and associated fields. These suggestions seek to foster

systemic enhancements in the provision of mental health care; 2. For Professionals involved in mental

health care and related services, providing them with practical guidelines and strategies to improve care

delivery within their professional scope; 3. For the General Public, creating awareness and

understanding about mental health, promoting community-based care approaches, and encouraging

public engagement and support for mental health initiatives.

The task 5.4 will work in close collaboration with task 5.3 to support the implementation of this integrated

approach, through the active involvement of different sectors of the Public Health, Social and

Educational System. Project partners will transfer the experience and the knowledge gained to other

Member States, through these 4 main outcomes:

• Knowledge exchange report (D.5.4.1);

• Definition of the ICP (D.5.4.2) focusing on vulnerable people;

• Guidelines and the training material (D.5.4.3) focused on Mental health professionals;

• Policy recommendations (D.5.4.4) for National policymakers.

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Milestones and deliverables (outputs/outcomes)

Milestone No Milestone Name Work

Package

No

Lead

Beneficiary

Description Due Date

(month

number)

Means of

Verification

MS23 Mapping review on MHIAP 5 Netherlands

Analysis of academic and grey literature, policy documents, reports,

and case studies from various countries and organizations that have

implemented MHIAP approaches.

M10 Report

MS24 Start pilots and learning network 5 Sweden Piloting MHIAP guidance at local/regional and national level, setting

up a 'learning lab’ with additional task partner countries as

observers.

M15 Meetings of

the network

of MSs

MS25

Methodology for implementation

of MHIAP for Member States

finalized

5 Netherlands Guidance/blueprint document based on outcomes and learnings of

all three subtasks, including a final policy and practice dialogue

event.

M36 Report

MS26 Mapping of interventions/actions

in MS

5 Hungary

OKFŐ

Knowledge of EU ongoing actions/interventions targeting mental

health and well-being of vulnerable groups,

infants/children/adolescents/young people in community settings

M18 Report

MS27 Completion of the Actions

guidelines

5 Hungary

OKFŐ

Selection of evidence-based community programs based on target

groups

M30 Report

MS28 Digital advocacy strategy on

stigma designed

5 Germany

ULEI

Evidence-based map on digital advocacy on reducing stigmatization

of problematic substance use in vulnerable groups (i.e., young

people); exchange of experiences among professionals regarding

successful implementation processes.

M12 Meeting with

professional

s and

stakeholders

MS29 Completion of

interviews/questionnaires in MSs

on training programs

5 Italy

ISS

Design of a training path targeted to professionals/educators of

different settings

M21 Report

MS30 Engagement recommendations 5 Germany

SB; Italy

ASL Turin

Definition of National and European Policy Recommendations for

Mental Health Engagement.

M34 Report

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MS31 Knowledge collection on

integrated care pathways in EU

MSs

5 Italy ISS Definition of integrated care pathways in mental health to proceed

with implementation and monitoring among EU MSs

M12 Report

MS32 Developing an European/National

Health Strategy for Integrated

Mental Health Care

5 Italy ISS Preparation of Documents for Ministries, professionals and general

population

M33 Report

Delivera

ble No

Deliverable Name WP

No

Lead

Beneficiary

Type Dissem

ination

Level

Due

Date

Description

D5.1.1 Report on state-of-the-art

knowledge on

methodology, evaluation

and implementation of

mental health in all policy

(MHIAP) cycles in Europe,

at national, regional and

local level, including draft

guidance/blueprint to

support countries and

regions/local authorities in

the process of developing

and implementing MHIAP,

adapt for new learning, and

sustain efforts in this

regard.

5 The

Netherlands

R PU M10 Mapping review of:

(a) existing knowledge of and experience with MHIAP methodology, also in combination

with health equity (impact) assessments and (b) how countries and regions participating

in this task have developed their MHIA policy cycle (development – implementation –

evaluation – adaptation) and what lessons can be learned from this. Where possible,

the equity lens applied in this work will zoom in on what specific MHIAP approaches

may be of particular relevance to specific vulnerable groups. It will also aspire to gather

information on possible involvement of PLE in MHIA policy cycles.

This mapping review will leverage existing reviews and position papers on MHIA, as

well as additional analysis of academic and grey literature, policy documents, reports,

and case studies from various countries and organizations that have implemented

MHIAP approaches.

The review will culminate with a translation of the lessons learned from countries and

literature into a set of recommendations and guidance to support countries and/or

regions in the use of MHIAP methodologies (also to the benefit of vulnerable groups),

their potential impact, and their evaluation. Report in English.

D5.1.2 Piloting of MHIAP guidance

at local/regional and

national level (policy action)

5 Sweden R PU

M30 Four Member States (Estonia, Lithuania, Iceland and Slovenia) have already indicated

they would like to pilot the MHIAP guidance. These four countries have the choice to

pilot the guidance at a national policy level or a local/regional policy level. As such,

these country pilots will operate as separate case studies, trying out the MHIAP

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guidance within the scope of their specific national/regional context. This will generate

helpful feedback on barriers and enables as regards the applicability of the methodology

in different real-life settings. (Task) partner countries that do not pilot the guidance

themselves will be able to take on an observer role. To facilitate this, a learning lab will

be established to enable cross-country learning as well as maximise efficient use of

resources. This learning network lab will facilitate exchange of information and (initial)

experience of how countries have implemented dapted the draft guidance (deliverable

5.1.1) for their local contexts, what tailoring was needed to make the approach work

usable in the local context, discuss implementation experiences, and discuss next

steps. It is envisaged that the countries participating in this learning network will have

varying experience levels in using MHIAP methodologies (e.g., some more familiar with

HIAP as a policy framing, use of health equity impact assessments, perhaps local

examples of this). This learning lab will consist therefore of 4 pilot countries and 10

observer countries, who will come together online and in person (where budget and

resources permit) to exchange experiences in implementing/adapting the guidance.

This will enable 4 different case studies reflecting different contexts to be prepared for

inclusion in the final methodology/guidance, which will help give the guidance a more

practical focus.

D5.1.3 Report on shared learnings

and identified synergies

with and between

MENTOR and other EU-

supported initiatives,

notably on how integrated

policies may best support

action as regards the

promotion of equitable

mental health/well-being,

also by including inspiring

examples. The report will

include redrafted guidance

on MHIAP approaches

5 The

Netherlands

RIVM;

Trimbos

R

PU

M34 Learnings that could be included here (depending on the time they become available)

include JA PREVENT (task 9.2) outcomes, and insights and experiences gathered via

the capacity-building work under Flagship 1 of the EU Communication on a

Comprehensive Approach to Mental Health, implemented by WHO Europe. This will be

channeled via a 'practice and policy dialogue’ event.

D5.2.1 Mapping of existing

evidence-based guidelines

personalized prevention/

promotion interventions

targeted to young people

5 Hungary

OKFŐ

R

PU

M36 This report will map good/best practices (hence already implemented, as well as

present in the EC Best Practices Portal),, measures, and strategies with focus on Mental

Health promotion and prevention at both national and local level focused on young

people. The report will emphasize a strong focus on vulnerable populations, providing

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insights into effective strategies for addressing mental health challenges among this

demographic. English, PDF

D5.2.2 Community program

inventory report

5 Hungary

OKFŐ R PU

M36 Based on a set of criteria developed by the partners, this report identifies best practices

in community mental health promotion and prevention programs in various settings

(municipalities, schools, kindergartens, social services, workplaces, local communities,

etc.) for different target groups (e.g., teachers, social worker, childcare workers, health

visitors, parents, carers). The inventory report will contain a set of programs (already

implemented by some MS) that could be used by each Country to set community

programs for young people addressing the mental health burden. In particular, we will

identify and evaluate innovative approaches to preventing and managing mental health

problems in various community settings e.g., use of social prescribing (arts, sports etc.)

and use of a community-based social franchising approach. This report will include

targeted measures and community programs focusing on equity, including specific

actions to support vulnerable groups such as migrants, refugees, Roma, and displaced

persons from Ukraine. It will also cover actions aimed at reducing health inequalities,

particularly among socio-economically disadvantaged populations. Additionally, the

report will highlight targeted actions addressing mental health challenges exacerbated

by the pandemic.. English, PDF

D5.2.3 Developing advocacy

communication materials

and setting a digital

advocacy strategy

5 Germany,

ULEI R

PU

M24 In this Report the results of a digital advocacy strategy will be described. This activity

foresees a first co-design phase (including adaptation of the media guideline and

developing a digital advocacy strategy), that includes PLE and the destigmatization of

young people with problematic substance use. In synergy with D5.2.2 and D5.3.3, we

will use the potential power of media as an instrument for preventing and combating all

forms of stigmatization and for gaining support for public and societal policies to

promote healthier environments, also adapting good practices such as

FairMediaSUCHT. English, PDF

D5.2.4 Design of training and

supervision initiatives

targeted to professionals/

educators

(trainers/teachers) of

different settings

5 Spain FFIS,

SMS R

PU

M33 In parallel, Partners will work on the design of a training path targeted to

professionals/educators of different settings. In particular, in this subtask, partners will

design a tailored initiative to train the trainers (professionals and educators) on how to

manage vulnerable mental health of the young people, also using the communication

tools previously developed. A focus will be done to foster the mental resilience of young

populations in times of crisis, in order to prevent their negative impact on mental health,

to improve populations’ ability to cope with (or the overcoming of) stress and anxiety:

lessons learned from the Covid pandemic and other crisis, exploring how to prevent and

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mitigate their impact on the general population and on vulnerable groups, develop

guidelines to disseminate in members states. English, PDF

D5.3.1 Valorizing current good

practices of PLE

involvement in MH services

and community settings

5 Germany

SB;

Italy ASL

Turin

R

PU M12 Partners will implement the following steps:

1. Collection of good practices / experiences in different countries

2. Development of strategies for PLE involvement in mental health including

prevention and health promotion

3. Dissemination of current best practices on social inclusion for individuals with

mental health conditions by leveraging studies conducted in this field as well

as the experience gained from previous successful European projects.

A document of strategies for PLE involvement for countries on different levels of

participation will be produced as expected outcome. English, PDF.

D5.3.2 Development of models of

training and peer support

tools and development of

evaluation tools

5 Germany

SB;

Italy ASL

Turin

R PU M24 Country needs, capacity and starting conditions will inform the development of this

deliverable which will be organised in the following steps:

- design of tailored trainings and support exchange tools, targeted to peer

supporters (i.e., peer networks)

- Online „Train the Trainer“workshops, to build on country capacity to train

PLE

- Delivery of trainings in countries who decided to actively implementing

actions

- Evaluation of test phase outcomes by research activities

- Development of recommendations for improving MH services/strategies

from lessons learned

The meaningful involvement of PLE in the co-production, i.e., working together at any

level of action, will be ensured during the entire project. English, PDF.

D5.3.3 Guidelines and

recommendations for a

destigmatization strategy at

National level

5 Germany

SB;

Italy ASL

Turin

R

PU

M36 Document to define a destigmatization strategy of MH issues to be implemented at

National level. This guidelines will promote the exchange of experiences among MH

professionals and PLEs regarding successful implementation processes and defining

collaboration protocols and procedures. In synergy with the approach of the MHIAP ,

Partners will define recommendations for a strategy on:

- promotion and prevention of good MH and wellbeing, such as prevention of

suicide and depression

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- Reduction of stigma and promotion of social inclusion, especially supporting

the transition from youth to adult care

- Improvement of mental health systems, supporting recovery-oriented

services and to reduce stigma, through the inclusion of PLE voice,

knowledge and practice

D5.4.1 Knowledge exchange

report

5 Italy ISS

R

PU

12 Assessment of local population’ needs, services and policies by a Panel of

representatives from ministries, public agencies, mental health and social work

professionals, municipalities and people with lived experiences.

-Establishment of the panel with public and private organizations

- Preparation and dissemination of a survey to collect: 1. needs, suggestions and

critical issues observed by the population in each country; 2. information about Social

and health services devoted to care of people with mental health disorders (MHDs); 3.

country policies on integrated social-health pathway for people with MHDs.

- Analysis of data collected by the survey and preparation of the Knowledge exchange

report with information collected by the countries involved in the task.

D5.4.2 Definition of an integrated

care pathway shared

among EU Members state

5 Italy ISS

R

PU

M21 Definition and description of the key components of the integrated care pathway in MH

through:

1. Identification of the key components of the integrated care pathway among countries

(based on the information collected by D.5.4.1) for promoting social inclusion and

quality of life of people with MHDs

2. Publication of the document through the JA website for the collection of comments

and suggestions by the stakeholders (i.e., MH clinical centers, PLE, NGOs,

Municipalities, etc.). All comments and notes will be shared within the Panel to make

adjustments and the final document will be defined.

3.Translation of the final document in all the different European languages.

D5.4.3 Assessment report on

effectiveness and

outcomes of implemented

intervention

5 Italy ISS

R

PU

33 Implementation and monitoring of the integrated care pathway among EU Member

States: Impact evaluations will be conducted to assess the effectiveness and outcomes

of implemented interventions.

- Development of guidelines for implementing the integrated care pathway among EU

Member States (in the Social and health services).

- Training of professionals

- Implementation and monitoring of the integrated care pathway among a sample of

people with MHDs. The care pathway will be assessed using the online tool for self-

assessment of integrated care and standardized outcome measures and quality of life

assessments to objectively track improvements in mental health and overall well-being.

- Analyze data, gather feedback, and make improvements as needed to enhance the

quality of care provided.

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D5.4.4 Advocacy Report on

Community-Based Mental

Health Policy Prioritization

in EU Member States

5 Italy ISS

R

PU

36 Partners will identify, collect and share best and promising practices on a

comprehensive community-based approach to MH. They will advocate for policies that

prioritize community-based MH care within EU Member States. The Panel will formulate

distinct sets of tailor-made recommendations and their rollout for implementation for

three distinct target audiences: 1.Social and Health Ministers: The Panel will provide

specific policy guidance to Ministers responsible for healthcare and related sectors.

These recommendations will be informed by evidence-based practices and aimed at

promoting systemic improvements in mental health care delivery. 2.Professionals

3.General public

Estimated budget — Resources

See detailed budget table (annex 1 to Part B).

Work Package 6

Work Package 6: Innovative Digital Solutions for Improving Mental Health across Europe

Duration: M1 - M36 Lead Beneficiary: Norway (NIPH), co-lead: Iceland (DOHI)

Objectives

A multi-level approach is pivotal for promoting mental health within the framework of the MHIAP. This encompasses interventions on the international, national, regional, local, and individual levels. WP 5 adopts a comprehensive strategy aiming at developing and sharing plans, guidelines, and policy documents for health authorities at local, regional, and national levels rooted in evidence-based and best practice solutions. The individual level is crucial in mental health promotion due to the direct impact of mental health issues and resilience at the individual level, as well as the need for comprehensive monitoring of mental health within populations. Therefore, it is essential to incorporate individual-level interventions and assessments in mental health promotion initiatives. WP6 complements WP5 by promoting and delivering evidence based, effective and adaptable tools for promoting good mental health, assessing mental health in European Societies and thus also creating awareness for mental health problems. WP 6 will coordinate especially with task 5.2 to ensure consistent criteria for digital and non/digital instruments for early detection, prevention and treatment of mental health problems and to insure effective

communication of the generated results.

Interventions and assessments at the individual level can be cost-prohibitive and inaccessible for marginalized groups, especially if they rely on one-on-one interactions. Furthermore,

language barriers often hinder access to these services for vulnerable groups such as migrants and refugees. Hence WP6 is dedicated to leveraging modern technology to facilitate

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the efficient development and deployment of innovative web-based tools for mental health promotion and assessment. These tools can be used by authorities on all levels helping

the effectuation of plans and policies, essential for addressing the needs of vulnerable populations. WP6 identifies, pilots and evaluates innovative approaches to preventing and

managing mental health problems. Through the development and promotion of these tools, WP6 aims to improve the ability to identify individuals at risk, enhance access to evidence-

based innovative approaches and scale up affordable interventions. Ultimately, these efforts are directed towards improving the quality of life for patients and their families.

The first task in WP 6 is to identify, collect, and share best and promising practices for web-based mental health interventions. All project participants will be invited to supply their best examples of effective preventive or promoting methods, in order to build a pool of methods and tools, which can be shared with other MS. The potential for upscaling and sharing to other Member States (MS) will be facilitated.

The second task will be devoted to adapting and implementing promising digital tools for diverse target groups. We will focus on implementing 3 solutions: A platform to manage

mental health at community level, a wellbeing app aimed at individuals focusing on young people and vulnerable groups and an online platform to facilitate physical exercise for

people with mental health difficulties. The third group of tasks in WP 6 involves developing evidence based digital tools to assess mental health problems and related risk and protective factors through self-reports. After

adapting the instrument for use in different MS and in particular also for use by marginalized and vulnerable communities, WP 6 will conduct a pilot study to map mental health,

especially also persons displaced from Ukraine, in different MS. WP 6 will also prepare a digital self-administered version of the Composite International Diagnostic Interview (CIDI).

CIDI is developed and maintained by WHO, and it is a tool to assess the prevalence of mental disorders and the need for mental health care services in adults. The digital self-

administered version of CIDI will be validated against the interviewer administered version of CIDI in Norway. The digital, self-administered version of CIDI will be made available to

MS in cooperation with the WHO. Finally, WP 6 will also adjust, translate and pilot a web-based screening tool designed for the assessment of Adverse Childhood Experiences

(ACE) and additional determinants that affect mental health in children and youth.

In sum WP 6 will create a digital repository for mental health promotion and assessment and support the dissemination of tested tools into member states. By achieving these goals,

WP 6 will:

- Support mental health especially also in vulnerable groups, including migrants, refugees, young people and people with less education and less socio-economic resources.

- Contribute to better and earlier detection of individuals at risk of developing mental health problems.

- Improve access to evidence based and best practice innovative approaches and methods to promoting wellbeing and managing mental health conditions in different

settings. throughout the life course, targeting diverse population groups across Europe, including vulnerable groups.

- Improve access and help to up-scale public health interventions in Member States.

- Identify, pilot, and evaluate innovative approaches to monitoring, preventing, and managing mental health problems.

Activities and division of work (WP description)

Task No

Task Name

Description Participants In- kind

Contr. &

Subc ontr

Name Role

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T6.1 Overview of existing effective and efficient strategies: Mental health promotion and PDTU

This task provides an overview and assessment of existing effective and efficient strategies for diverse purposes related

to mental health. The first subtask involves mapping accessible, effective digital mental health tools that could be shared

and upscaled across Europe, working in synergy with task 5.1 and 5.2. The upscaling of best practice tools will be

facilitated. The second subtask addresses the negative effects of digital technology use, delivering an overview of effective

preventative strategies for early problematic digital technology use (PDTU). The results of the following task will be

presented in an integrated manner with the results of task 5.2.1, which also describes standard (not digital) interventions.

6.1.1: Sharing and up-scaling best practice digital mental health solutions across the wider EU (Subtask lead: Iceland and Norway) Activity 6.1.1.1: Identify available online best practice tools in all participating countries Provide an overview of existing, evidence-based online tools aimed at promotion of good mental health, or prevention, or treatment of mental health problems. This task will identify markers of evidence-based interventions in collaboration with task 5.2.1 and extend those to included markers of successful digital interventions. All participating countries will be asked to share 3-5 examples of best practice available digital tools, and provide information such as: target age group, available language versions, knowledge basis/evidence for the tool’s effectiveness, status of piloting or full-scale implementation, etc. Additionally, information about successes and challenges will be collected. An emphasis will be on accessibility, i.e., free/low cost, easily adaptable tools. The catalogue of best practices for young people from task 5.2. will be considered. The EU best practice portal will also be used and also the national portals of the participating countries. This task will also evaluate transferability of tools, to identify tool with high potential for transfer to multiple countries. Activity 6.1.1.2: Workshop on transferring cross-sector services to other participating countries As a complement to activity 6.1.1.1, this activity will focus on services that directly address youths and on reaching youths

via social media and cross-sector online services. The Norwegian DigiUng team has participated in numerous cross-

project learning initiatives and will organize an online international workshop for sharing knowledge and experience on

the development of cross sector online services and the use of digital platforms targeting mental health problems – offering

services that cut across sectors and mirror the complexity of mental health problems and their treatments. Based on the

input from workshop participants this activity will seek to identify promising solutions which, if possible, should be made

accessible throughout Europe.

6.1.2: Preventing early problematic digital technology use (PDTU): situation analysis and recommendations for

action (Subtask lead: Slovenia)

The aim of this subtask is to provide an overview and assessment of existing preventive strategies (or lack thereof) in the

field of early problematic digital technology use (PDTU) and to agree upon recommendations for effective early PDTU

prevention for EU countries. The task will consist of reviewing existing policies, regulations, and strategic documents

aimed at reducing PDTU at the EU or national level. Each participating MS will be guided through a stakeholder analysis

to identify all stakeholder groups relevant to addressing the issue of early PDTU. Workshops with stakeholder

representatives will be conducted in (each) participating MS within 6.1.2 subtask by MS themselves to identify various

good practices (and their key features), as well as strengths, weaknesses, opportunities, and barriers in several areas for

successful early PDTU prevention. Based on feedback from various countries, recommendations for effective early PDTU

prevention will be provided in the form of a report as the main deliverable, at either the EU level or JA level (participating

MS), depending on the similarity of findings.

Iceland

(DOHI,

PHCI)

Norway

(NIPH,

HDIR)

Denmark

(RSD)

Germany

(BZgA),

Italy (ISS, ProMIS)

Hungary (NNGYK)

Estonia (Mosa)

Spain (Biosistem ak, IDIVAL, ICO, FUNDES ALUD, FRCB- IDIBAPS/ HCB, GENCAT SAS)

The Netherlan ds (RIVM, Trimbos)

COO

AE

BEN/AE

BEN

BEN

BEN,

AE

BEN

BEN

BEN

AE

AE

AE

AE

AE

AE

AE

BEN/AE

No

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Cyprus (SHSO-

MHS)

Slovenia (NIJZ), Ukraine (PHC)

Italy (ISS, ProMIS)

Romania

(NCMHFA

D)

BEN

BEN

BEN

BEN/AE

BEN

T6.2 Adapting and piloting online tools to support and promote mental health

Whereas task 6.1 aims to give an overview about tools available in different countries, 6.2 aims to make available specific

tools for MS. This task works on developing and adapting online solutions that can be upscaled to help to promote better

mental health and prevent mental disorders on different intervention levels and for different target groups. The first subtask

aims to enable organisations and local government entities to better support mental health by adapting an online platform

with tools, information and guidelines for promoting mental health. We will target different sectors influencing mental health

such as municipalities, schools, and workplaces. The second subtask is an individual digital mental wellbeing tool where

MS will collaborate on the design and reaching out to vulnerable groups for user testing to maximise usability and

effectiveness. Whenever tools are adapted, task 6.2 will make sure that adaptations are in line with criteria of best practice

tools summarized in task 5.2.

6.2.1 Improve and adapt an online platform and guidelines for mental health promotion for municipalities, schools, and workplaces (Subtask lead: Iceland)

The aim of this task is to provide participating countries with a promising tool/online platform for improving mental health and wellbeing in community settings. Iceland has developed an evidence-based approach with guidelines for health promotion, including mental health and wellbeing, for municipalities, schools, and workplaces. The guidelines are available on a free online platform, including checklists that can be used to evaluate the current state of the setting, track progress, and inform plans for improvement. The approach is based on the Ottawa Charter for Health Promotion, (Mental) Health in All Policies, Healthy Cities, and Health Promoting Schools (Schools for Health Europe – SHE) developed by the World Health Organization, as well as previous experience of other comparable work in Iceland and abroad. The criteria were based on current data and literature on evidence-based methods on mental health promotion and were a product of cocreation between professionals at the Directorate of Health in Iceland and focus groups comprised of experts in the field. In this subtask firstly the guidelines will be translated into English and participating MS will work together as well as within MS to evaluate and improve the platform and checklists. Secondly, based on the common English versions, MS identify core principles that are valid in all member states. Thirdly in the MS the core principles are translated, and local

Iceland

(DOHI,

PHCI)

Norway (NIPH)

Denmark

(RSD)

Estonia

(MOSA)

Italy (ISS, ProMIS)

Spain (Biosistem ak, IDIVAL, ICO, FUNDES ALUD, FRCB- IDIBAPS/ HCB,

COO

AE

BEN

BEN

BEN

BEN

AE

BEN

AE

AE

AE

AE

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principles / guidelines/tools are added. Fourthly in a feedback loop, MS meet to see some of the added local principles and decide which ones are added to the core principles. The final platform is developed based on these four factors.

As part of the development and improvement participating MS will test the platform with relevant user groups, sharing the results to inform the improvement of the platform, especially considering the needs of vulnerable/marginalized groups (for instance older people, refugees, and displaced people from Ukraine etc.). The end product is informed by the user testing, to reflect their policies and needs of MS. Online workshops will be held on the process of co-creation/adaptation of the guidelines and on how to attract and engage communities to use the platform to their advantage. Synergies with WP 5.1 and 5.2 will be explored. The final product (online workspace and guidelines/checklists for mental health promotion in schools, municipalities, and workplaces at policy level) and all translations/adaptations will be made available to all MS at no cost and free licence to use (open access).

6.2.2 Adapting, evaluating, and piloting a digital mental health tool for individual mental health promotion (Subtask lead: Iceland)

The aim of this task is to give people across Europe, with a special focus on young people and marginalized groups, access to a free, innovative, effective self-help tool, HappApp, based on their needs. HappApp is a mental health promoting app containing evidence-based interventions aimed at increasing psychological wellbeing and improving mental health literacy. The methods/exercises have also been shown to mitigate symptoms of depression and anxiety. The methods and interventions are grounded in positive psychology, mindfulness, and self-compassion. Their effectiveness in enhancing mental health has been documented in peer-reviewed research studies.

The app was developed in Iceland for individual use by the public but is now being re-designed with special emphasis on appealing to young people and marginalized groups with an added focus on combatting loneliness and isolation. Participating MS will come together in this subtask to collaborate on the redesign and adaptation of the app, involving young people and other potential user groups in the process through surveys, focus groups and user testing. Efforts will be made to reach vulnerable groups such as people with lived experiences and people in long-term unemployment to ensure the app is applicable to those groups as well. Lessons from WP 5.3 regarding processes, procedures and protocols for efficient co-working will be considered in the design process. The tool will be piloted in Iceland and participating countries after completion of the developmental phase.

Before MENTOR starts in the fall of 2024 Iceland plans to have published a small version of the app with core

functionalities (a few interventions) in Icelandic and English with the aim of adding more interventions in collaboration with

participating countries and through focus groups feedback. Participating countries will do workshops/focus groups and

take part in developing the app further. In this way the app will be scaled up and developed in collaboration with

participating countries and users/focus groups from each country with the aim to make it accessible to a wide range of

people across Europe. Next step is doing a pilot test of the app in participating countries where they can choose if they

test the English version of the app or translate it into their language. It is possible to offer the app in several languages.This

is an individual-level intervention aimed at improving access to a diverse range of evidence-based methods to ensure

opportunity for personalization of the tool. Research on the use of mental health apps has shown promising results with

regard to improving mental health and the advantage of HappApp is that it is completely free of charge and designed by

mental health professionals. By combining the efforts of MS through this JA, the app will be further developed, targeting

GENCAT SAS)

Hungary (NNGYK)

Germany (BZgA)

Ukraine (PHC)

Cyprus (SHSO- MHS)

Romania (NCMHFA D)

Netherlan ds (RIVM, Trimbos)

AE

AE

BEN

BEN

BEN

BEN

BEN

BEN/AE

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71

a wider group in Europe. Our aim is to make the App available in the European region through standard App-Stores

(Apple/Android) in English and in the languages of participating countries.

T6.3 Innovative, best practice solutions to assessing and monitoring the mental health status across Europe

The aim is to prepare and improve access to best practice digital assessment tools for mental health problems and

associated risk factors across Europe to help monitoring mental health problems and to improve detection of individuals

at risk of developing mental health problems. Effective (both regarding costs and time), validated measurement of mental

health also provide health authorities with necessary and relevant information for considering and implementing

preventative and treatment initiatives. Task 6.3 directly addresses two focal points of the call, mental health

awareness and literacy, by providing a platform to learn about mental health problems. Task 6.3 is linked to task

5.1 (Advancing mental health in all policies) by providing a tool to make mental health problems and the effect of policies

for mental health visible, it is linked to Task 5.2 (Supporting prevention) by providing a tool for early detection of individuals

at risk to developing mental health problems. Task 6.3 will coordinate its activities with 5.1 and 5.2 to ensure the

development of tools that fit well with other best-practice tools and processes. Our aim is to facilitate the transfer and

translation of 3 digital assessment tools across MSs, including web-based clinical interviews and assessments of factors

affecting mental health, thus making them accessible for participating countries. Translation can be facilitated by the use

of AI tools like ChatGPT, combined with quality control by native speakers. Accessibility of the tools especially also for

vulnerable groups will be achieved by using AI methods to complement reading of questions with listening to them (TTS,

text to speech service) or interacting with automated talking heads. Acquiring data by use of the same methods across

MS will facilitate comparison and analysis of risk and protective factors on large data sets.

6.3.1 Validate and further develop the web-based self-administered CIDI (Composite International Diagnostic Interview) In the 1990s, the World Health Organization (WHO) initiated the World Mental Health (WMH) Survey Initiative, launching cross-national studies to assess the prevalence and treatment of mental disorders. This initiative was designed to aid countries in collecting essential data for mental health care planning and resource distribution. For this purpose, the Composite International Diagnostic Interview (CIDI), a standardized diagnostic tool, was developed. It has since been utilized in over 30 countries, providing comparable data across nations. To improve accessibility and lower the costs associated with conducting prevalence studies, a digital self-administered version of CIDI was introduced, with a pilot recently conducted in Norway. In MENTOR this digital version is being further developed for smartphone use, aiming to make it widely available including vulnerable groups and minority groups. Further, we aim to conduct validation studies to ensure its comparability with the traditional interviewer-administered CIDI. In the validation studies we will examine sampling/fieldwork effects and mode effects. The validation work will be headed by Statistics Norway, and to improve the value of this work other MS are invited to participate. A validated digital version of CIDI adapted for smartphones will be made available for MS in collaboration with WHO. 6.3.2 Validate and prepare for up-scaling of a web-based self-report questionnaire of mental health problems and risk factors for youth Several screening instruments currently exist to assess mental health problems in children and youth via self-reports. These include the SDQ, YSR, DAWBA, BCFPI, and the Kiddie-SADS, which vary in length, accuracy, and accessibility. However, a user-friendly screening instrument that is widely accessible across Europe does not currently exist. Drawing on work from Norway, MENTOR aims to develop a web-based assessment tool that strikes a balance between brevity

Norway

(NIPH,

SSB)

Hungary (NNGYK, OKFŐ, Bethesda) Germany (BZgA, ULEI), Spain (Biosistem ak, IDIVAL, ICO, FUNDES ALUD, FRCB- IDIBAPS/ HCB, GENCAT, SAS) Ukraine (PHC) Cyprus (SHSO- MS) Iceland

(DOHI)

PHCI)

COO

AE

BEN

AE

AE

BEN

AE

BEN

AE

AE

AE

AE

AE

AE

AE

AE

AE

BEN

BEN

BEN

AE

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

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72

and precision in measuring common mental health issues like Anxiety, Depression, and ADHD. We will focus particularly on ensuring the tool’s accessibility for individuals from marginalized populations. Our plan involves two main initiatives: (a) employing AI to provide cost-efficient translations, thus facilitating the tool’s expansion to various countries and demographic groups within Europe, and (b) increasing accessibility by using AI to create low-literacy versions of the tool. In such versions, AI-generated talking heads could read questions to the users, if desired. To ensure the transferability of the assessment tools to different MS, we will use existing validated versions of questionnaires where possible and otherwise complement AI based translations by quality assurance with local experts in MS. The input of mental health experts from JA member organizations and the involvement of young people in the design process will be crucial for quality assurance and the development of a tool that is appropriate for the target group. We implement an evidence-based assessment of adolescents' mental health by relying on validated instruments, like e.g. the YSR or BCFPI which are brief and yet allow identification of different types of mental health problems. Using tools that identify a broader range of mental health problems also supports the transferability to different MS which may differ in the prevalence of different mental health problems. As an additional building block for transferability, the assessment tool will consist of a core-section and supplementary sections that allow MS to customize the assessment to fit their specific needs. We will ensure scalability of the developed solution by hosting the assessment-tool on a platform that can be accessed in all member states. This includes especially also using a data-storage solution that is compliant with data-protection laws in different countries and with GDPR regulations. If possible, we will use existing EU solutions, like EUSurvey (https://ec.europa.eu/eusurvey/) as a platform. Data and information about mental health can only have an impact if it can be communicated well. Therefore, the assessment-platform will also be able to generate automated reports that users (e.g. health authorities) can access and communicate with relevant policy and decision makers. In addition to providing an additional implementation of the platform, we will also pilot the assessment tool in MSs, such that the end-result of the work package will be an internationally tested assessment-tool that can be accessed from member states. We will specifically pilot the platform by using it to assess mental health of displaced Ukrainian youth in Europe, thus explicitly covering the call’s objective to address mental health in refugees and persons displaced from Ukraine. 6.3.3 Adapt, pilot, and translate a web-based screening tool for assessments of Adverse Childhood Experiences (ACEs) and other factors impacting mental health in children and youth. ACEs represent significant threats to the mental health and wellbeing in children, potentially leading to lifelong negative impacts on health. Despite increasing awareness of its harmful effects, there remains a lack of comprehensive understanding regarding the prevalence and types of ACEs that children are exposed to. This knowledge is imperative for preventative action. In response, this task aims to develop and pilot a web-based instrument for assessing ACEs and other factors impacting children’s mental health and well-being. The tool will be piloted in Hungary and subsequently made available to other MSs participating in this JA. The proposed instrument will leverage the digital version of the ACE International Questionnaire (ACE-IQ), developed by the WHO. The ACE-IQ is a comprehensive measure that assesses 13 types of childhood adversity, allowing for evaluation of ACE scores based on both frequency and severity of adverse experiences. The measure evaluates the responses on a continuous scale with a maximum score of 13. By translating the ACE-IQ into national languages, scores and prevalence rates can be compared across participating countries. The digital version of the ACE-IQ could be integrated into the web-based self-administered screening instrument outlined in Task 6.3.2, or existing platforms such as https://ec.europa.eu/eusurvey/ may be used. The comprehensive screening instrument incorporating the ACE questionnaire, will be administered to a representative sample of primary- and secondary school students aged 12-19. Previous studies have demonstrated the applicability of the ACE questionnaire in

Denmark (RSD) Estonia (MOSA) Latvia (RPNC) Poland (NHF)

Romania (NCMHFA D)

Slovenia (NIJZ) Italy (ISS)

BEN

BEN

BEN

BEN

BEN

BEN

BEN

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this population. Since comprehensive data is lacking in assessing the prevalence of ACEs in this population the findings of this assessment could be an important input for policymakers. By identifying marginalized (disadvantaged or Roma) or particularly vulnerable subgroups (migrants, refugees, or displaced persons from Ukraine) within the school population through this digital measure, policymakers can gain a better understanding of vulnerabilities and special needs, thereby informing targeted intervention and prevention programs. This task seeks to contribute to a more comprehensive understanding of ACEs and their impact on children's mental health, ultimately guiding evidence-based policy and intervention strategies to support the well-being of children and youth across Europe.

Milestones and deliverables (outputs/outcomes)

Milestone No

Milestone Name WP No

Lead Benef iciary

Description Due Date

Means of Verification

MS33 Online platform and guidelines for mental health promotion for municipalities, schools, and workplaces are ready for testing in MS

6 IS Participating countries will work together to evaluate and improve the platform. User groups relevant for different settings (municipalities, schools, workplaces) will be engaged in testing, and we will make sure that the needs of vulnerable/marginalized groups across the EU are considered.

12 Confirmation and go-ahead from the lead beneficiaries, guidelines sent out to participants for translation.

MS34

Workshop on how to attract and engage communities to use the platform to their advantage.

6 IS Workshop on how involve stakeholders in the use of

an online platform and guidelines for health promotion

in the community; schools, workplaces and

municipalities. Knowledge and experience of the

platform will be shared.

24 One or more workshops have

been held for Member States.

Timing will be decided after

project has started.

MS35

Workshop on transferring parts of or whole interventions to other participating countries

6 NO Workshop for sharing knowledge and experience on the development of cross sector online services and the use of digital platforms targeting mental health problems – offering services that cuts across sectors and mirrors the complexity of mental health problems and their treatments

24 One or more workshops have been held for Member States. Timing will be decided after project has started.

MS36 Selected digital tools ready for piloting 6 NO/H U/IS

The digital tools in the WP that are to be piloted are ready (digital mental health interventions, HappApp BCFPI, ACE, etc).

24

Confirmation by lead beneficiaries and participating MS that preparation is completed and for go-ahead of pilot

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Deliver- able No

Deliverable Name WP No

Lead Beneficia

ry

Type Dissem ination Level

Due Date

Description (including format and language)

D6.1.1

Web resource for best practice

methods

6

Iceland/N

orway

Web resource

PU 24

The descriptions and links to the tools will be published online in English. The web resource will be available for all, building on experiences from Member States on how they gather information on digital solutions at present. E.g., in Norway, information on evaluated interventions and methods for young people, operational ratings, and data on evaluation and implementation are gathered on a site called Ungsinn.no.

D6.1.2 Recommendations for action on early problematic digital technology use (PDTU) prevention

6

Slovenia

Written and online documents

PU

32

A set of recommendations for action, based on report on PDTU related policies, regulations and strategic documents, Stakeholder analysis report, report on workshops’ results and SWOT analysis report on early PDTU prevention.

E-leaflet or infographics on recommendations for action, (optionally) translated in to participating MS languages.

D6.2.1 Guidelines/checklists for an online platfom for mental health promotion in the community: schools, workplaces and

municipalities

6

Iceland

Online documents PU 30 The guidelines/checklists will be translated by each country, making sure that they are easily adaptable across the EU. The final product and all translations/adaptations will be available to all MS at no cost.

D6.2.2

Evaluation of the pilot of Happ app

6 Iceland

Evaluation report PU 32 This digital mental health tool will be adapted to meet the needs of young people and vulnerable groups and will be piloted in Iceland and participating countries. The pilot test will be evaluated for suitability and effectiveness based on previously determined objectives and criteria. Feedback and suggestions will be reviewed, and strengths as well as shortcomings and limitations identified. An online report on this will be published and shared with all participating countries.

D6.3.1 Validated version of the CIDI 6 Norway Online assessment

tool PU

33 A validated digital version of CIDI adapted for smartphones will be made available in several languages for MS in collaboration with WHO.

D6.3.2 Online solution for self-report of mental health in adolescence

6 Norway Online assessment tool

PU 33 An online assessment tool for mental health problems in adolescents available in multiple languages. The tool will have versions that facilitate participation of marginalized groups with

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low low-literacy. And support scaling up into MS by being hosted compliant with data protection laws in MS.

D6.3.3 Scalable digital self- administered clinical assessment tools of well-being and threats to mental health

6 Hungary Online assessment tool

PU

27 A digital screening instrument including items from the ACE-IQ (Adverse Childhood Experiences – International Questionnaire), with additional questions concerning wellbeing will be piloted in anonymous groups of youth recruited from high school.

Estimated budget — Resources

See detailed budget table (annex 1 to Part B).

Subcontracting

Subcontracting

Give details on subcontracted project tasks (if any) and explain the reasons why (as opposed to direct implementation by the Beneficiaries/Affiliated Entities).

Subcontracting — Subcontracting means the implementation of ‘action tasks’, i.e. specific tasks which are part of the EU grant and are described in Annex 1 of the Grant Agreement.

Note: Subcontracting concerns the outsourcing of a part of the project to a party outside the consortium. It is not simply about purchasing goods or services. We normally expect that the participants have sufficient operational capacity to implement the project activities themselves. Subcontracting should therefore be exceptional.

Include only subcontracts that comply with the rules (i.e. best value for money and no conflict of interest; no subcontracting of coordinator tasks).

Work Package

No

Subcontract No

(continuous numbering

linked to WP)

Subcontract Name

(subcontracted action tasks)

Description (including task number and BEN/AE to which it is

linked)

Estimated Costs (EUR)

Justification (why is subcontracting necessary?)

Best-Value-for-Money (how do you intend to ensure

it?)

4 S1.1 T4.2 Training: How to communicate with

policymakers for consortium members (NIJZ)

10 000,00 NIJZ has no internal expertise or specialized resources to provide the training on the specific topic

Market research and procurement procedures as national laws requires

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Timetable

5 S1.2 T5.2.2

The estimated cost of the intervention to be performed by FFIS in the framework of Task 5.2

43 449.60

The intervention must subcontract qualified personnel (2 sport physical educators) to carry out the intervention

Procurement procedures as national laws requires

6 S1.3 T6.1 and 6.2 The estimated costs of the subcontracted external experts to support GENCAT in WP6 activities.

5 000,00 External experts to support and advice the participation in WP6

Procurement procedures as national laws requires

Other issues:

If subcontracting for the project goes beyond 30% of the total eligible costs, give specific reasons.

Not applicable

Timetable (projects of more than 2 years)

Fill in cells in beige to show the duration of activities. Repeat lines/columns as necessary.

Note: Use actual calendar years and quarters. In the timeline you should indicate the timing of each activity per WP. You may add additional columns if your project is longer than 6 years.

ACTIVITY

YEAR 1 YEAR 2 YEAR 3

Q 1

Q 2

Q 3

Q 4

Q 1

Q 2

Q 3

Q 4

Q 1

Q 2

Q 3

Q 4

Task 1.1. Setting up Consortium structures

1.1.1. Establishing the organizational structure of the Consortium

1.1.2 Developing and implementing the Project handbook

1.1.3. Managing the relevant governing management, performing and advisory bodies

T.1.2. Ensuring smooth management and goal-oriented implementation of the project

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1.2.1. Developing project management plans and tools

1.2.2. Planning and organizing implementation process at regular interval

1.2.3. Monitor the progress of WPs and oversee conformity with the Consortium rules

1.2.4. Organize meetings on a regular basis to follow-up the progress of work and mitigate risks

T.1.3. Ensuring project financial compliance

1.3.1. Financial accounting. A quarterly financial report, which will include a periodic financial report on expenditure and budget utilisation.

1.3.2. Monitoring and control. The Financial Management Group, responsible for overseeing financial operations, reviewing expenditure requests and ensuring compliance with financial policies and rules.

T.1.4. Contribution to evaluation of the interventions implemented

1.4.1. Evaluation of the content and impact of interventions in close cooperation with WP5 and WP6 leaders and co-leaders

1.4.2. Review and acceptance of deliverables and dissemination documents

1.4.3 - Assist in scientific and methodological background of WP-5 and WP-6, assist the communication with

stakeholders and policy makers to meet the results of JA

1.4.4. - Enhancing and support the knowledge sharing and transfer of practices of distribution and sustainability of cooperation with WP-5 and WP-6 leaders and co-leaders

T.1.5. Coordinating collaboration with stakeholders

T.2.1. Brand and identity

2.1.1 - Creating a strong brand identity for the JA MH (logo, presentation templates, graphical charter for the website and other dissemination materials)

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2.1.2 - Manage the use of the logo, presentation templates, graphic sheet for the website and other dissemination materials

T.2.2. Dissemination targets

Activity 2.2.1 - Prepare and distribute a survey to JA participating countries to collect quantitative and qualitative data.

Activity 2.2.2 - Identification and mapping of key stakeholders and their needs

T.2.3. Website and social media for the project

2.3.1 - Creation and maintenance of the JA MENTOR website

2.3.2 - Running a YouTube channel dedicated to the JA MENTOR

2.3.3 - Social media activity

2.3.4 - Other dissemination activities

T.2.4. Communication and dissemination strategy

2.4.1 - Development, implementation and updating of a communication and dissemination strategy

2.4.2 - Develop an action plan for partners to ensure that IAM is visible at all levels.

T.2.5. Dissemination events and final conference

2.5.1 - Organization of various dissemination events

2.5.2 - Organisation of the final conference

2.5.3 - Preparation of a Final Report on Dissemination and Communication Activities in JA MENTOR

T.3.1. Project Evaluation

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3.1.1. Development of the Project Evaluation Plan (PEP)

3.1.2. Deployment of the Project Evaluation Plan

T.3.2. Impact Evaluation

3.2.1. Development and dissemination of Impact Assessment Plan (IAP)

3.2.2. Impact assessment of Mentor in Europe (MS and regional governments)

T.4.1. Support of sustainability of MENTOR pilot implementations

4.1.1 Sustainability Situation Analysis

4.1.2 Evaluating pilots towards sustainability based on the Impact Assessment Plan (IAP)

4.1.3 Sustainability Action Plan

4.1.4 Final Sustainability Report

T.4.2. Bridging the Research-Policy Divide through Skill Development

4.2.1. Pre-post assessment of the training

4.2.2. Training the Mentor consortium member for strengthening public health experts/researchers' capacity for policy engagement

T.4.3. Strategic stakeholder engagement and advocacy through thematic workshops and policy dialogues to enhance sustainability

T.4.4. Collaboration between joint actions related to mental health to foster high-level policy sustainability

T.5.1. Advancing MHIAP: methods to evaluate and deliver at national &regional level

5.1.1 Mapping review resulting in a draft MHIAP guidance

5.1.2 Piloting of draft guidance at local/regional and national level, supported by cross-national learning lab.

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

EU Grants: Application form (EU4H): V2.0 – 01.06.2022

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5.1.3 Policy and practice dialogue and final drafting of MHIAP guidance

T.5.2. Supporting prevention, promotion actions targeted to young people in community setting

5.2.1. Mapping evidence-based guidelines

5.2.2. Identifying Community Program Inventory:

5.2.3. Anti-stigma advocacy

5.2.4. Design of training and supervision initiatives targeted to professionals/ educators (trainers/teachers) of different settings

T.5.3. Involvement and joint ownership of people with lived experience (PLE) in mental health policies

5.3.1. Valorising current good practices of PLE involvement in MH services and community settings

5.3.2. Development of models of training and peer support tools and development of evolution tools

5.3.3. Guidelines and recommendations for a destigmatization strategy at National level

T.5.4. Integrated care pathway for promoting social inclusion and quality of life of people with Mental Health disorders

5.4.1.Survey dissemination and analysis

5.4.2. Definition of an integrated care pathway

5.4.3. Pilot implementation and monitoring of the integrated care pathway

5.4.4. Definition and dissemination of community-based mental health policies

T.6.1. Overview of existing effective and efficient strategies: Mental health promotion and PDTU

6.1.1. Sharing and up-scaling best practise digital mental health solutions across the wider EU

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

EU Grants: Application form (EU4H): V2.0 – 01.06.2022

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6.1.2. Preventing early problematic digital technology use (PDTU): situation analysis and recommendations for action

T.6.2 Adapting and piloting online tools to support and promote mental health

6.2.1. Improve and adapt an online platform and guidelines for mental health promotion for municipalities, schools, and workplaces

6.2.2. Adapting, evaluating, and piloting a digital mental health tool for individual mental health promotion

T.6.3. Innovative best practise solutions to assessing and monitoring the mental health status across Europe

6.3.1 Validate and further develop the web based self-administered CIDI (Composite International Diagnostic Interview)

6.3.2 Validate and prepare for up-scaling of a web-based self-report questionnaire of mental health problems and

risk factors for youth

6.3.3 Adapt, pilot, and translate a web-based screening tool for assessments of Adverse Childhood Experiences

(ACE) and other factors impacting mental health in children and youth.

Associated with document Ref. Ares(2024)5119241 - 15/07/2024

Call: EU4H-2023-JA-2-IBA — (DP-g-23-32-01) Direct grants to Member States’ authorities: ‘Healthier Together’ EU NCD initiative – Mental health

EU Grants: Application form (EU4H): V2.0 – 01.06.2022

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5. OTHER

5.1 Ethics

Ethics

If the Call document contains a section on ethics, describe ethics issues that may arise during the project implementation and the measures you intend to take to solve/avoid them.