ANNEX 1

EU4Health Programme (EU4H)

Description of the action (DoA)

Part A
Part B
Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

DESCRIPTION OF THE ACTION (PART A)

COVER PAGE

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PROJECT
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Project number: 101126953

Project name: Joint Action on CARdiovascular diseases and DIabetes
Project acronym: JACARDI
Call: EU4H-2022-JA-IBA
Topic: EU4H-2022-JA-03
Type of action: EU4H-PJG
Service: HADEA/A/01
Project starting date: fixed date: 1 November 2023
Project duration: 48 months

TABLE OF CONTENTS
Project summary ......................................................................................................................................................3

List of participants .................................................................................................................................................. 3

List of work packages .............................................................................................................................................7

Staff effort ............................................................................................................................................................. 31

List of deliverables ................................................................................................................................................39

List of milestones (outputs/outcomes) .................................................................................................................. 46

List of critical risks ............................................................................................................................................... 51

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

PROJECT SUMMARY

Project summary
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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.
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The Joint Action on CARdiovascular diseases and DIabetes (JACARDI) aims to reduce the burden of cardiovascular
disease (CVD) and diabetes (DM) in EU countries, both at individual and societal level. JACARDI is designed to
integrate validated best practices and/or (cost-)effective interventions across countries and regions through transnational
pilot initiatives, complementing and reinforcing existing policies and programs. The initiative covers the entire "patient
journey”, from improving health literacy and awareness of CVD/DM, travelling through screening and primary
prevention among high-risk populations, reaching people living with CVD/DM and their care providers, improving
service pathways, self-management, and labour participation. JACARDI also addresses transversal and intersectional
aspects, e.g., promoting equity in health, social, cultural, and ethnic diversity and the improvement of data availability.
The activities are distributed into 11 Work Packages (WPs): 5 transversal WPs, with one innovative WP on the
development of a common methodological framework and integrative approach, and 6 technical WPs. The wide coverage
of JACARDI is secured by the involvement of 21 EU countries and 76 partners. The widespread implementation of
142 pilots will ensure broad coverage and geographic extension, while the adoption of a common implementation and
assessment methodology will minimise the risks of failure and facilitate the analysis of success and context factors. The
resulting roadmap will serve as proof-of-concept case studies with the potential to extend and scale-up experiences at
the national/regional level. JACARDI will enhance cross-national collaboration, maximising the exploitation of lessons
learned through a clear strategy, engaging groups of interest, promoting integration and sustainability of approaches to
achieve high-level impact, including the implementation of effective interaction, cooperation and co-creation between
science and policy.

LIST OF PARTICIPANTS

PARTICIPANTS
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Number Role Short name Legal name Country PIC

1 COO ISS ISTITUTO SUPERIORE DI SANITA IT 999978821
1.1 AE ALISA AZIENDA LIGURE SANITARIA DELLA IT 932080179
REGIONE LIGURIA
1.2 AE AOUP AZIENDA OSPEDALIERA UNIVERSITARIA IT 947085594
POLICLINICO PAOLO GIACCONE DI PALERMO
1.3 AE ASLTO3 AZIENDA SANITARIA LOCALE TO3 IT 974106496
1.4 AE Reggio Calabria AZIENDA SANITARIA PROVINCIALE DI IT 881374981
REGGIO CALABRIA
1.5 AE PROMIS AZIENDA ULSS 4 VENETO ORIENTALE IT 953342870
1.6 AE UB UNIVERSITA COMMERCIALE LUIGI BOCCONI IT 999838850
1.7 AE FINCB FONDAZIONE IRCCS ISTITUTO IT 999507110
NEUROLOGICO CARLO BESTA
1.8 AE FPG FONDAZIONE POLICLINICO UNIVERSITARIO IT 918081430
AGOSTINO GEMELLI IRCCS

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

PARTICIPANTS
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Number Role Short name Legal name Country PIC

1.9 AE Maugeri ISTITUTI CLINICI SCIENTIFICI MAUGERI IT 916678616
SOCIETA' PER AZIONI SOCIETA' BENEFIT
1.10 AE INRCA ISTITUTO NAZIONALE DI RIPOSO E CURA IT 999630882
PER ANZIANI INRCA
1.11 AE Burlo ISTITUTO DI RICOVERO E CURA A IT 997655186
CARATTERE SCIENTIFICO BURLO
GAROFOLO
1.12 AE Marche REGIONE MARCHE IT 986340233
1.13 AE MoH Italy MINISTERO DELLA SALUTE IT 999531942
1.14 AE PAT PROVINCIA AUTONOMA DI TRENTO IT 997859662
1.15 AE Lombardy REGIONE LOMBARDIA IT 999654065
1.16 AE UNIFI UNIVERSITA DEGLI STUDI DI FIRENZE IT 999895789
1.17 AE UNITO UNIVERSITA DEGLI STUDI DI TORINO IT 999861936
2 BEN Sciensano SCIENSANO BE 906160809
2.1 AE Diabetes Liga DIABETES LIGA VZW BE 881433763
2.2 AE KUL KATHOLIEKE UNIVERSITEIT LEUVEN BE 999991334
2.3 AE UAntwerpen UNIVERSITEIT ANTWERPEN BE 999902870
3 BEN MoH Cyprus Ministry of Health of the Republic of Cyprus CY 994267946
4 BEN CIPH HRVATSKI ZAVOD ZA JAVNO ZDRAVSTVO HR 998128255
5 BEN NIPH STATNI ZDRAVOTNI USTAV CZ 999478689
6 BEN THL TERVEYDEN JA HYVINVOINNIN LAITOS FI 996697893
6.1 AE FDA Finnish Diabetes Association FI 941018826
6.2 AE FIOH TYOTERVEYSLAITOS FI 999880948
6.3 AE FHA SUOMEN SYDANLIITO RY FI 917206878
6.4 AE UEF ITA-SUOMEN YLIOPISTO FI 991207984
7 BEN SpFrance AGENCE NATIONALE DE SANTE PUBLIQUE FR 917843489
7.1 AE CHU Nantes CENTRE HOSPITALIER UNIVERSITAIRE DE FR 999915868
NANTES
7.2 AE CH Paimpol CENTRE HOSPITALIER DE PAIMPOL FR 881338800
7.3 AE CHU Toulouse CENTRE HOSPITALIER UNIVERSITAIRE DE FR 999894819
TOULOUSE
7.4 AE CHU Tours CENTRE HOSPITALIER REGIONAL FR 994467960
UNIVERSITAIRE DE TOURS
7.5 AE HCL HOSPICES CIVILS DE LYON FR 999469765
8 BEN MoH Greece MINISTRY OF HEALTH EL 950261665
9 BEN GOKVI GOTTSEGEN GYÖRGY ORSZÁGOS HU 968000443
KARDIOVASZKULÁRIS INTÉZET

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

PARTICIPANTS
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Number Role Short name Legal name Country PIC

9.1 AE OKFO ORSZAGOS KORHAZI FOIGAZGATOSAG HU 891516331
10 BEN DOHI LANDLAEKNIS EMBAETTID IS 955430213
10.1 AE HH HEILSUGAESLA HOFUDBORGARSVAEDISINS IS 917819724
11 BEN HSE HEALTH SERVICE EXECUTIVE HSE IE 993521919
11.1 AE CROI CROI-THE WEST OF IRELAND CARDIAC AND IE 881448313
STROKE FOUNDATION COMPANY LIMITED
BY GUARANTEE
12 BEN SPKC SLIMIBU PROFILAKSES UN KONTROLES LV 952714019
CENTRS
12.1 AE LBMC LATVIJAS BIOMEDICINAS PETIJUMU UN LV 998836646
STUDIJU CENTRS
13 BEN HI HIGIENOS INSTITUTAS LT 941996780
14 BEN MFH Ministry for Health - Government of Malta MT 974144423
15 BEN HDIR HELSEDIREKTORATET NO 974772304
16 BEN PUMS UNIWERSYTET MEDYCZNY IM KAROLA PL 999455215
MARCINKOWSKIEGO W POZNANIU
16.1 AE SUM SLASKI UNIWERSYTET MEDYCZNY W PL 998399952
KATOWICACH
17 BEN DGS MINISTERIO DA SAUDE - REPUBLICA PT 986364095
PORTUGUESA
17.1 AE APDP ASSOCIACAO PROTECTORA DOS PT 928326570
DIABETICOS DE PORTUGAL
17.2 AE NOVA UNIVERSIDADE NOVA DE LISBOA PT 960782479
18 BEN INSP INSTITUTUL NATIONAL DE SANATATE RO 985926237
PUBLICA
18.1 AE NHIH CASA NATIONALA DE ASIGURARI DE RO 885470806
SANATATE
18.2 AE IUBCVT INSTITUTUL DE URGENTA PENTRU BOLI RO 884129587
CARDIOVASCULARE SI TRANSPLANT TARGU
MURES
18.3 AE INDNBM INSTITUTUL NATIONAL DE DIABET, RO 881153530
NUTRITIE SI BOLI METABOLICE PROF.DR.N.C.
PAULESCU BUCURESTI
19 BEN NIJZ NACIONALNI INSTITUT ZA JAVNO ZDRAVJE SI 948891346
19.1 AE UL UNIVERZA V LJUBLJANI SI 999923240
20 BEN FUNDESALUD FUNDACION PARA LA FORMACION E ES 932288729
INVESTIGACION DE LOS PROFESIONALES DE
LASALUD DE EXTREMADURA FUNDESALUD
20.1 AE CNIC CENTRO NACIONAL DE INVESTIGACIONES ES 998922879
CARDIOVASCULARES CARLOS III (F.S.P.)

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

PARTICIPANTS
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Number Role Short name Legal name Country PIC

20.2 AE SERMAS- FUNDACION PARA LA INVESTIGACION ES 998528962
FIBH12O BIOMEDICA DEL HOSPITAL UNIVERSITARIO
12 DE OCTUBRE
20.3 AE JUNTAEX CONSEJERIA DE SALUD Y SERVICIOS ES 953534251
SOCIALES - JUNTA DE EXTREMADURA
20.4 AE HULAFE FUNDACION PARA LA INVESTIGACION DEL ES 995991539
HOSPITAL UNIVERSITARIO LA FE DE LA
COMUNIDAD VALENCIANA
20.5 AE IACS INSTITUTO ARAGONES DE CIENCIAS DE LA ES 998462032
SALUD
20.6 AE IDIAPJGol FUNDACIO INSTITUT UNIVERSITARI PERA ES 994512095
LA RECERCA A L'ATENCIO PRIMARIA DE
SALUT JORDI GOL I GURINA
20.7 AE IDIVAL FUNDACION INSTITUTO DE INVESTIGACION ES 946556944
MARQUES DE VALDECILLA
20.8 AE INCLIVA FUNDACION PARA LA INVESTIGACION ES 999637187
DEL HOSPITAL CLINICO DE LA COMUNITAT
VALENCIANA, FUNDACION INCLIVA
20.9 AE ISABIAL FUNDACION DE LA COMUNITAT ES 897573011
VALENCIANA PARA LA GESTION DEL
INSTITUTO DEINVESTIGACION SANITARIA Y
BIOMEDICADE ALICANTE
20.10 AE KG ASOCIACIÓN INSTITUTO DE INVESTIGACIÓN ES 955006420
EN SERVICIOS DE SALUD-KRONIKGUNE
21 BEN PHC STATE INSTITUTION PUBLIC HEALTH UA 906650465
CENTER OF THE MINISTRY OF HEALTH OF
UKRAINE
22 AP Basilicata Reg Direzione Generale per la Salute e le Politiche alla IT 883636148
Persona Regione Basilicata
23 AP Lazio Region AZIENDA SANITARIA LOCALE ROMA 1 IT 912924134
24 AP Campania Region REGIONE CAMPANIA IT 998054923
25 AP Umbria Region REGIONE UMBRIA IT 997980233
26 AP ARCS Azienda Regionale di Coordinamento per la Salute - IT 880836049
ARCS

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

LIST OF WORK PACKAGES

Work packages
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Work Work Package name Lead Beneficiary Effort Start End Deliverables
Package No (Person- Month Month
Months)
WP1 Project management and coordination 1 - ISS 602.96 1 48 D1.1 – JA Management Plan
D1.2 – Data Management Plan (DMP)
WP2 Communication and Dissemination 9 - GOKVI 742.60 1 48 D2.1 – Dissemination Report (interim and
final)
D2.2 – Website
WP3 Evaluation 16 - PUMS 244.30 1 48 D3.1 – Evaluation Report (interim and
final)
WP4 Sustainability 19 - NIJZ 399.82 1 48 D4.1 – Report “Achieving sustainability of
JACARDI interventions: lessons learned”
WP5 Methodological framework and integrative 8 - FPG 649.27 1 48 D5.1 – Methodological framework
approach D5.2 – State of the art - Report of findings
from the review and context analysis
D5.3 – Report on pilot description, health,
and economic outcomes assessment
D5.4 – Action Plan on Synergies with
action grants
D5.5 – Final-Term Report on Synergies
with action grants
WP6 Health literacy and awareness of CVD and DM 7 - SpFrance 1036.00 1 48 D6.1 – Health literacy and health promotion
and awareness of CVD and DM in Europe
- Final report of pilots and roadmap for
scaling up
WP7 Data availability, quality, accessibility and sharing 6 - THL 1167.90 1 48 D7.1 – Data quality and availability,
accessibility and sharing of CVDs and

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Work packages
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Work Work Package name Lead Beneficiary Effort Start End Deliverables
Package No (Person- Month Month
Months)
DM in Europe - Final report of pilots and
roadmap for scaling up
WP8 Screening high-risk populations and individuals 6 - THL 1295.03 1 48 D8.1 – Screening high-risk populations
and individuals - Final report of pilots and
roadmap for scaling up
WP9 Integrated care pathways 9 - GOKVI 1779.18 1 48 D9.1 – Integrated care pathways of CVD
and DM in Europe - Final report of pilots
and roadmap for scaling up
WP10 Patients’ self-management 3 - JUNTAEX 962.12 1 48 D10.1 – Patients’ self-management of CVD
and DM in Europe - Final report of pilots
and roadmap for scaling up
WP11 Labour participation of people living with NCDs, 16 - PUMS 846.68 1 48 D11.1 – Labour participation of people
in particular with CVD and DM living with NCDs in Europe - Final report
of pilots and roadmap for scaling up

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Work package WP1 – Project management and coordination

Work Package Number WP1 Lead Beneficiary 1. ISS

Work Package Name Project management and coordination
Start Month 1 End Month 48

Objectives
The main objectives of this WP are to ensure high-quality and efficient governance, management and coordination of
the entire JA. The specific objectives are:
Efficient management of the entire JA, guaranteeing that the contractual obligations are accomplished
Administrative and financial management of the JA, including supporting partners with administrative and financial
issues
Monitoring and supervising progress towards timely and satisfactory achievement of the JA objectives, including
reporting, quality review, supervision and supporting partners to reach milestones and complete deliverables
Ensure systematic communication with HaDEA, DG SANTE and European Commission regarding the progress of the
JA, together with partners Leader
Ensure that data are processed in compliance with the applicable data protection rules.

Description
Task 1.1 (Lead: ISS)
Financial and managerial monitoring and coordination
Objective: To provide adequate overall management and coordination, ensure the efficient administrative and financial
management, and monitor the overall progress of the JA.
Task 1.1.1 Overall management and coordination
The Coordination Team consists of the Coordinator, supported by a Financial Manager, two Project and Quality Managers
and the Scientific Coordinator. Considering the complexity and size of JACARDI, complementing the Coordination
Team with the latter two roles is necessary to ensure adequate overall management of progress and quality of the JA.
On a daily basis, the Coordinator will supervise the overall work, and specifically the work of each WP, and will ensure
the timely organisation and implementation of the project activities in accordance with EU GDPR and relevant national
legislation. Moreover, the Coordinator will monitor that all the project objectives are satisfactorily and timely achieved,
milestones reached, and deliverables produced, and will assure the highest quality standards. The Coordination Team will
meet weekly through videoconferences. To manage and coordinate the JA, a governance structure has been defined, and
governmental bodies (GA, EB) and advisory bodies (SAB, StAB) will be established as outlined in Section 2.4 and 2.5.
At the start of the JA, a JA Management Plan will be developed by the Coordination Team to provide a short and easily
accessible practical guide on managing and running JACARDI, to define and share with the partners the various steps
of the work programme, the deadlines and milestones and the role and responsibility of each partner.
Task 1.1.2 Administrative and financial management
Activities of this task include: i) maintaining regular contact with the HaDEA, for which the Coordinator will be
the exclusive counterpart, unless differently requested by the Agency; ii) monitoring, facilitating and reporting on
administrative and financial issues of the JA; iii) ensuring the reporting of deliverables in accordance with the timing and
conditions set out therein; iv) producing periodic and final progress and financial reports in accordance with the timing
and conditions set out therein. The following project management tools will be used to ensure adequate performance
of these activities:
Financial monitoring: ISS will collect data on expenditures and working time contributions (actual person month costs)
by WP and partners every 6 months. These data will be returned to WP Leaders for adjustment of their activities, plans
and budget distributions as appropriate, adjustments that will be agreed with ISS. This task will be led by the Financial
Manager, supervised by the Coordinator and in close liaison with the Scientific Coordinator.
Activity progress monitoring: The Project and Quality Managers will monitor the progress of JA activities. For
this purpose, ISS will implement tools for WP Leaders to provide frequent updates on the progress reviewing the
accomplishment of milestones of their respective WP and fostering coordination across WPs.
Scientific quality: Deliverables will be prepared by WP Leaders and Co-Leaders in collaboration with the Scientific
Coordinator, assuring they meet the highest quality standards, as established by the ‘Guidelines on general quality
criteria’ (see task 1.2). Subsequently, all deliverables will be t reviewed by the Coordinator and presented to the EB for
final approval, before submission to HaDEA.

Task 1.2 (Lead: FPG Colead: ISS)

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Scientific coordination
Objective: to ensure that products of the JA are harmonised by building on a common methodological framework, and
meet internationally acknowledged scientific quality standards
The Scientific Coordinator will coordinate WP5, which will propose a common methodological framework for all WPs
and monitor and support the technical WPs (WP6 to WP11), to ensure harmonisation of the activities across WPs and
attention to transversal and intersectional aspects in all WPs.
The Scientific Coordinator will be in charge of producing the ‘Guidelines on general quality criteria’ to provide quality
standards for deliverables production. Moreover, the Scientific Coordinator, jointly with the Coordinator, WP3 Leader
and other WP Leaders, will define the Evaluation WP monitoring strategy (see WP3). Together with the Coordinator,
the Scientific Coordinator will be engaged in the external scientific communications of the JA in close collaboration
with WP2 and other WP Leaders.

Task 1.3 (Lead ISS)

Internal and external communication
Objective: To ensure systematic communication with HaDEA, DG SANTE/ European Commission regarding the
progress of the JA, and with WP Leaders to monitor progress of the JA activities according to the plan
Task 1.3.1 Communication with HaDEA and/or DG SANTE/ European Commission regarding the progress of the JA
All communication from the consortium with HaDEA and DG SANTE/EC will be done through the Coordination Team.
This communication will include frequent updates on the progress of the JA, in addition to the mandatory interim and
final technical and financial reports of the action. HaDEA representatives will be invited to attend GA meetings and
the closing meeting.
Task 1.3.2 Communication with WP-Leaders to monitor progress towards plan
The Coordination Team, in collaboration with WP5, will monthly communicate with WP Leaders/Co-Leaders to ensure
that WP activities are implemented according to the plan and progress is monitored. Communication with the EB will
allow direct contacts with WP Leaders. The Coordination Team will provide a structure for WP Leaders to report the
implementation and progress of activities monthly.

Task 1.4 (Lead ISS)

Data protection and ethics
Objective: To ensure that data are processed in compliance with the applicable data protection rules within the EU and
participating countries, and that ethical requirements are fulfilled by all partners
Task 1.4.1. Data Protection Team
This task will ensure that all data processed within the JA will be processed in compliance with applicable EU data
protection rules, EU GDPR, and any national legislation applicable in countries. A Data Protection Team (DPT) will be
appointed, composed by a Data Protection Coordinator (ISS) and a Data Protection Officer representing each country
involved in the pilot implementations planned in WP6 to WP11. The DPT will supervise and facilitate the activities of
technical WPs related to data processing, with a specific focus on the pilot implementations.
Task 1.4.2. Ethical Board
An Ethical Board will be established to ensure that all ethics requirements are fulfilled, and to perform periodic
monitoring activities to confirm that all activities are performed in line with the applicable ethics and regulatory
provisions.

Work package WP2 – Communication and Dissemination

Work Package Number WP2 Lead Beneficiary 9. GOKVI

Work Package Name Communication and Dissemination
Start Month 1 End Month 48

Objectives
The main objective of this WP is to actively communicate and disseminate the activities and results of the JA widely,
timely and targeted to various stakeholders. Specific objectives are to:
Ensure that the activities and results of each WP are effectively communicated and disseminated to the relevant target
audiences, and that messages are conveyed according to the specific requirements of the communication channels.
Cooperate with organisations (e.g., WHO Europe, OECD) and other major EU actions (e.g., Joint Action on Cancer
and other NCDs prevention [JAPreventNCD]), and maximise exposure of project activities and results, building on the

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

established communication and dissemination channels of previous EU actions (e.g.,JA-CHRODIS, Best-ReMaP Joint
Action)
Facilitate coherent and effective internal communication at JA level as well as within and among technical WPs

Description
Task 2.1 (Lead: GOKVI Colead: THL)
Stakeholder mapping and analysis
Objective: To identify new stakeholder groups and involve existing stakeholder networks
A qualitative and quantitative analysis will be conducted in relation to potential stakeholder groups including
policymakers, scientific and clinical/healthcare professionals’ communities, and citizen and patient target populations of
JACARDI. The mapping exercise will rely on the existing stakeholder networks of other EU actions, primarily BEST-
REMAP, STOP, PEN, CHRODIS+ and CO-CREATE, the network of WHO Europe and the European Partnership on
Transforming Health and Care Systems initiative.

The mapping strategy, especially for what regards the definition of the general population stakeholders’ selection criteria,
will be implemented taking into close consideration intersectional aspects considered by the project as they are relevant
for the target audience: 1) social determinants (age, sex, socioeconomic factors, populations in vulnerable situations,
health inequalities); 2) cultural sensitivity; 3) dissemination and accessible information (health literacy, digital literacy,
health information). It is important to acknowledge that the general population is increasingly diverse. Additionally, it
is also important to ensure that the voice of groups that are at increased risk of vulnerabilities and marginalisation is
also heard, when this is applicable from the perspective of the target group and specific aims of pilots, and is not in
conflict with legal right to services. Involvement of umbrella organisations will be part of the implementation of the
communication activities for groups in vulnerable situations.

Task 2.2 (Lead: GOKVI Colead: THL)

Communication and dissemination Strategy
Objective: To develop a communication and dissemination strategy and provide training to WP Leaders
A Communication and Dissemination Strategy document will be produced, specifying the dissemination and
communication aims and objectives, target groups (e.g., policymakers, umbrella organisations representing citizen
and patient populations and specific populations in vulnerable situations, the scientific community, the public health
sector and healthcare professionals’ communities). The Strategy will also identify dissemination channels, the timing
of the various dissemination actions and the visibility of EU Co-funding, as well as the description of the JA’s internal
and overall communication. Communications addressing the general public will be developed in accordance with
guidelines for inclusive and accessible communications. An overview of available guidelines for inclusive and accessible
communications will be conducted jointly with the DPT (see WP1). Based on this, a checklist for inclusive and accessible
communications will be compiled for use in JACARDI. Communication experts assigned to technical WPs will use the
checklist in communicating with the audience of the project.
WP2 will build a strategy by specifying the Joint Action’s core messages. Discussions will be held with each technical
WP in order to define also the WP’s core messages, the timing of their publications and their key target audiences. The
expected project results will be affiliated with the relevant stakeholders identified during the stakeholder mapping as
well as with the most suitable communication channels.
This strategy will provide a point of reference for internal and external communication and stakeholder involvement.
Considering the sensitivity of the topic, the dissemination strategy will use inclusive language that promotes equality and
avoids reinforcing negative stereotypes and other possible biases. Accessibility of information to persons with limitations
or disability will be addressed. The document will also include descriptions of the dissemination channels related to the
specific target groups, - see table of Communication channels and audiences in Activity 2.
This document will present how all the stakeholders will get involved in the dissemination and communication activities,
especially at the national level but also at the European/international level, based also on the stakeholder sustainability
plan.

The communication activities will be supported by a series of training and coaching sessions provided to WP Leaders
and pilots implementers by professional communication experts, in order to communicate the activities and results of
the pilots effectively. Two Dissemination Reports will be produced to report on the communication and dissemination
activities of the JA (M24, M48).

Task 2.3 (Lead: FPG Colead: ISS)

Production of communication resources and products
Objective: To create visual identity, website and other communication materials
The following communication and dissemination products will be developed during the JA:

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1) Visual identity and art direction: the basic visual identity includes the logo and overall house style (e.g., Word
templates for reports, PPT templates, logo variations).
2) Website: the JACARDI website will be developed based on discussions within the Publication Policy Board and
with task 2.3 partners and created by an external specialised service (M6). The website will provide information on all
activities at JA, WP and pilot level. It will also feature a dedicated page for events as well as newsletters. Content and
texts will be curated by communication experts in order to maximise Google reach.
3) Design and communication materials: design and creation of: a) infographics, campaign banners, roll-ups, leaflets
for target populations; b) interview videos and event photography; c) animated/motion videos explaining JACARDI
activities to lay audiences; d) PPT presentations; e) a layman’s report on the JA results.

Task 2.4 (Lead: GOKVI Colead: CNIC)

Implementation of Communication and Dissemination Strategy
Objective: To reach the various stakeholders’ groups of JACARDI widely and timely
The following communication and dissemination activities will be implemented, following the Communication and
Dissemination Strategy developed in task 2.2:
1. Newsletters: Five online newsletters dedicated to professional stakeholder audiences with the involvement of the
JACARDI Publication Policy Board (see task 2.5).
2. Social media: The target groups of JACARDI will be reached through dedicated social media accounts and/or existing
social media accounts of partners. Based on an initial social media mapping of partners and external stakeholders, a
network of social media channels will be operated throughout the JA, including social media channels of European
organisations, EU funded projects, (umbrella) stakeholders’ organisations and networks active in public health and
healthcare.
3. Press releases-based PR campaigns: In cooperation with the technical WPs, EU-level PR campaigns will be organised
based on 7 rounds of communication. The first one will take place at the time of the JA kick-off, and then every 6 months
from year 2 of the JA.
4. Webinars: At least one open webinar per technical WP will be organised to disseminate results during the last year
of the JA.
5. Events: National stakeholder events will be organised to disseminate the results of JACARDI; twinning events and
synergies with other Joint Actions or related projects will be prepared and supported.
6. Intranet: A dedicated online space for JA partners will be created with a function for online sharing and editing of
files and folders. Ongoing support to Intranet users will be provided during the JA.

Task 2.5 (Lead: KG Colead: IACS)

Scientific publication plan and strategy
Objective: To develop and implement a publication plan to support scientific dissemination activities
This activity will include:
1) development of a Scientific publication plan and strategy;
2) establishment of a Publication Policy Board to support and focus the dissemination activities to the scientific
community. Members of the PPB are the WP2 Leader (GOKVI; chair), Leader and Co-Leader of this task (KRO and
IACS), the Scientific Coordinator and the Coordinator. Furthermore, the PPB will comprise all WP Leaders and Co-
Leaders, as such ensuring that all CAs and AEs are involved in a top-down structure;
3) development of the Publication Policy to provide standardised rules and guidance to meet one of the main
dissemination goals, i.e., publication about JACARDI in scientific journals and conference contributions. A minimum
number of 20 scientific papers will be published in peer-reviewed journals based on JACARDI results.

Work package WP3 – Evaluation

Work Package Number WP3 Lead Beneficiary 16. PUMS

Work Package Name Evaluation
Start Month 1 End Month 48

Objectives
The main objectives of this WP are to achieve the JA objectives and assess its performance and impact. The specific
objectives are to:
monitor that the JA is implemented as planned, in terms of tasks, milestones and deliverables and according to the set
timetable

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evaluate the JA activities in terms of process adherence, output, outcome, and impact based on an evaluation plan to
be developed
support the Coordinator, Scientific Coordinator, WP Leaders, and JA staff with all aspects of project implementation,
monitoring and achievement of outcomes and their evaluation, including effective collaboration among partners and
evaluation of quality of this cooperation throughout the duration of the JA.

Description
Task 3.1 (Lead: PUMS Colead: PHC)
Setting the evaluation framework and indicators
Objective: To develop the JA Evaluation Plan
An Evaluation Team will be established and tasked with designing and implementing the JA Evaluation Plan. The
Evaluation Team will be composed by the WP3 Leader and Co-Leader, the Scientific Coordinator and the Coordinator.
The Evaluation Plan will analyse the needs, objectives, and achievements of the entire JA and of each WP task, and
the effectiveness of management and cooperation. Process, output, outcomes and impact indicators will be selected
for specific objectives and will be assessed referring to present target values for each specific objective, to measure
performance of the JA and the level to which the objectives are reached.
Specific monitoring indicators will be defined for each WP. The preparation of the Evaluation Plan will also include
a set of template forms, procedures and deadlines for communication, reporting, approval process, implementation of
comments, and recommendations for modification. For this reason, in parallel with the development of the Evaluation
Plan and performance indicators, the most appropriate information system and methods for data collection will be
discussed. To facilitate the evaluation process, the JACARDI Platform for data collection envisaged in task 5.7 will
be used to host the evaluation, communication, submission of forms and data management. The WP3 Leader and Co-
Leader will oversee the evaluation process and coordinate the data collection. The Evaluation Plan will be submitted
for approval to the GA and EB.

Task 3.2 (Lead: PUMS Colead: PHC)

Monitoring and data collection
Objective: To implement the JA Evaluation Plan and ensure that milestones and deliverables are achieved according
to work plan and timeline
In accordance with the Evaluation Plan, progress data collected from all WPs will be analysed continuously by the
Evaluation Team and results reported to the EB. The Evaluation Team will collect relevant data on outputs, outcomes
and impact during the project, and after its completion, to derive informed conclusions and evaluations. The following
methods and tools will be used for collecting progress evidence: routine project statistics, management information,
national or local health statistics, baseline-end line questionnaires/surveys, semi-structured Interviews, focus groups,
and observation. An adequate methodology will be used to analyse the data.
Drawing on the experience of other projects, the Evaluation Team, supported by THL, will use the ClickUp online
project management application (https://clickup.com/) for monitoring and preparing reporting, and the online survey
tool Webropol for data collection on activities, outputs, outcomes, and reporting on WP3 indicators.

Task 3.3 (Lead: PUMS Colead: PHC)

Interim and final evaluation analyses
Objective: To develop evaluation reports
Data collected will allow for preparing an interim and final evaluation in M18 and M40. These evaluations will analyse
all results, deliverables, and milestones, and assess if the JA has accomplished the targets set for its objectives and
achieved the impact of the actions implemented at national and EU level.
By M18, an Interim Report with an analysis of performance indicators, problems that occurred during implementation,
any potential deviation from the work plan, possible corrective actions, and recommendations for dissemination will be
prepared by the Evaluation Team and submitted for approval to the GA and EB. Strengths, weaknesses, opportunities,
and threats (SWOT) to the project will be analysed in the Interim Report.
At M40, the Final Report will be submitted for approval to the GA and EB. This will report on the achievement of
the final milestones and deliverables of JACARDI, and on the implementation of the performance indicators and their
results. The report will also reflect on the risks identified at the beginning of the project, the occurrence of foreseen
and unforeseen risks, and the actions taken to minimise their impact. To monitor and assess the evaluation, external
evaluators with experience on European project evaluations will advise on the Evaluation Plan and peer-review all WP3
activities, providing independent feedback to ensure the validity of the WP3 assessment. The external evaluators will
also supervise the WP3 data collection and review the evaluation reports.

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Work package WP4 – Sustainability

Work Package Number WP4 Lead Beneficiary 19. NIJZ

Work Package Name Sustainability
Start Month 1 End Month 48

Objectives
The main objective of this WP is to enable and support the uptake, uphold, reinforcement and scale-up of pilot
implementations, outputs and results. The specific objectives of WP are to:
facilitate the sustainability of pilot implementations after JACARDI ends
contribute to EU added value of JACARDI by building on the knowledge and skills within the JACARDI consortium
on how sustainability is achieved in different settings and contexts
increase the capacities of JACARDI partners in efficient science-to-policy interactions and communications
foster synergies with the Joint Action on Cancer and other NCDs prevention (JAPreventNCD) to ensure high-level
policy sustainability

Description
Task 4.1 (Lead: NIJZ Colead: THL)
Support the sustainability of JACARDI pilot implementations
Objective: To develop sustainability supporting methodology and facilitate its implementation at pilot sites. The task
will be aligned with and complements the methodology developed and capacity building described in WP5 (tasks 5.4
and 5.5). The methodology will be based on the experiences and results from earlier JAs (CHRODIS+, JADECARE)
and reports published 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 Producing the methodology for sustainability situation analysis
The task will be aligned with tasks 5.1 and 5.4. Pilot sites will apply a SWOT analysis specifically focused on factors
related to the sustainability of the pilot. The SWOT will be based on the JADECARE Sustainability framework and
cover its core elements: Policy environment; Ownership of the sustainability; Culture of collaboration. Sustainability
situation analysis will be part of the local situational analysis. Sustainability situation analysis will be part of the local
situational analysis.
4.1.2 Producing the methodology for Sustainability Action Plans
A methodology and template for the development of individual Sustainability Action Plans will be provided to
implementing partners, including guidance and training on creating concrete actions to support sustainability of the pilot
activities at all stages of both cycles of Plan-Do-Study-Act (PDSA). The Sustainability Action Plan of each pilot site will
be completed during year 4 (see task 4.1.5), and address a range of contextual factors (e.g., health and social policies,
innovation, diversity and inclusiveness (e.g., gender, cultural aspects), economic and epidemiological developments)
that affect the potential impact on the population targeted.
4.1.3 Establishing the stakeholder network
Applying the developed methodology, each implementing partner will identify key stakeholders whose engagement
will be essential for successful implementation and sustainability of the pilot at each site, define their roles in the pilot
implementation (fully involved, consulted, informed) and establish a network of key stakeholders (stakeholders’ board)
at national, regional or local level, as appropriate. A key stakeholder analysis will be an integral part of the local situation
analysis. A key stakeholder analysis will be an integral part of the local situation analysis.
4.1.4 Implementing and evaluating pilots towards sustainability using PDSA framework
Following the methodology described in tasks 4.1.1, 4.1.2, 4.1.3 and informed by the stakeholders’ board, each pilot
site will agree on and include at least one concrete action supporting sustainability in their Pilot Implementation Plan. A
list of potential sustainability actions has been created as part of JADECARE and will serve as a starting point, further
developed with inputs from task 4.2. The concrete action(s) will be included in the Pilot Implementation Plan, and re-
evaluated at each new PDSA cycle.
4.1.5 Producing the individual pilot Sustainability Action Plans
Following the methodology described in previous tasks and informed by the stakeholders’ board, each implementing
partner develops a Sustainability Action Plan, which will be included in their Pilot Report, covering a time period of
2 years after the end of JACARDI.

Task 4.2 (Lead: UL Colead: THL)

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Learn from the knowledge and skills within JACARDI consortium on how sustainability is achieved within different
settings and contexts
Objective: To develop and implement a methodology to compile, analyse, share and reinforce consortium members’
insights on carriers and barriers of intervention sustainability
4.2.1 Producing the methodology for knowledge sharing on sustainability
A mixed methods approach, including structured interviews and surveys, will be utilised to collate information to
facilitate consortium members to learn from each other’s expertise and experiences in the various stages of the
implementation process on how to achieve sustainable pilot implementation, outputs and results.
4.2.2 Collating the information
To collate the information, three study rounds will be conducted: The first round (M6) will collate the knowledge based
on pre-implementation experiences on sustainability and will inform implementing partners in their first sustainability
related activities (see task 4.1). The second round (M30) will focus on first experiences in pilots and will support the
implementing partners in developing their Sustainability Action Plan. The third round (M42) will focus on the final
learnings from the pilots.
4.2.3 Analysis and reporting of insights on sustainability
The results will be analysed and reported in the deliverable “Achieving sustainability of JACARDI interventions: lessons
learned”. The deliverable will summarise the knowledge gathered in JACARDI, from the EU-wide consortium and many
pilots conducted in different contexts and settings, and at various levels, as such providing EU added value over and
above the JACARDI pilots.

Task 4.3 (Lead: OKFO Colead: NIJZ)

Improve the competencies in efficient science-to-policy interactions and communications
Objective: To improve the implementing partners 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
4.3.1 Pre-post assessment of the training
An assessment of the competencies and perceptions of the needs related to science-to-policy interaction and
communications among JACARDI partners will be conducted before (baseline assessment) and after the training in M36.
Also, the perceived importance and usefulness of the training including identification of further needs will be assessed
after the training. A combination of surveys and other methods such as focus groups will be used and reported as part
of Deliverable 4.1. JRC-trained experts will act as consultants in designing the assessment.
4.3.2 Training-the-trainers within JACARDI
The training will be based on the JRC handbook “Science to policy 2.0” and follows the JRC-developed train-the trainer
course outline, materials and approach. JRC-trained experts will organise 3 online courses lasting for 4 days, during
which 48 experts (“within JACARDI trained trainers”) from WP4 and WP6-11 Leader and Co-Leader will become
trained-trainers on efficient science-to-policy interactions and communications.
4.3.3 Training the JACARDI members on efficient science-to-policy interaction and communication
The 48 within-JACARDI trained-trainers will provide the training to other JACARDI partners through online workshops
using JRC-developed course structure. Up to 19 online courses lasting 2 days will be provided, during which trainers will
train approx. 300 persons involved in pilot implementations. JRC-trained experts will provide monthly online supervision
to within-JACARDI trained-trainers to provide further support if needed.

Task 4.4 (Lead: THL Colead: NIJZ)

Align and collaborate with JAPreventNCD to foster high-level policy sustainability
Objective: To establish a collaboration between JACARDI and JAPreventNCD to foster (high-level) policy sustainability
of JACARDI (and JAPreventNCD) results
4.4.1 Constitution of a sustainability coordination body
A coordination body with representatives from both JAs (Coordinators, WP2 and WP4 Leaders) will be established, and
meet at the beginning of the JAs and annually. The coordination body will assess the opportunities and synergies across
coordination, dissemination, and sustainability of both JAs.
4.4.2 Collation of Joint Action Sustainability Plan
A Joint Action Sustainability Plan will be produced based on the discussions and conclusions by the coordination body
and will identify potential collaborative activities to support sustainability. It will be treated as a ‘living document’,
updated and elaborated annually, to ensure flexibility and adaptability to e.g., changes in policy environment. The Joint
Action Sustainability Plan will feed to Deliverable 4.1.
4.4.3 Participation in and presenting to the Policy Decision Making Forum (PDMF)
JACARDI will collaborate with JAPreventNCD to participate in and present to the PDMF. JAPreventNCD will summon
the PDMF, as a high-level policy advisory board including representation from all relevant DGs and EC agencies as well
as multisectoral representation of EU countries’ presidencies (Council), links to health attaches, and representatives of

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relevant EU Parliament bodies. The PDMF will be asked to give feedback and support, specifically on how to increase
high-level sustainability of the interventions piloted in JACARDI.

Work package WP5 – Methodological framework and integrative approach

Work Package Number WP5 Lead Beneficiary 8. FPG

Work Package Name Methodological framework and integrative approach
Start Month 1 End Month 48

Objectives
The main objectives of this WP are to develop and implement a methodological framework to guide all the technical
WPs in pilot design, preparation, implementation, monitoring, reporting and assessment, including transversal and
intersectional aspects, ensuring a harmonised and efficient approach for all JA activities. The specific objectives are to:
Establish a methodological support for technical WPs to conduct reviews of existing European initiatives
Create contents’ synergies with relevant and complementary ongoing European initiatives, to align activities and avoid
overlapping
Identify and integrate strategies for including and covering transversal and intersectional aspects
Develop a methodology for implementation of pilots in WP6 to WP11
Support and monitoring through capacity building the application of methodology for implementation of pilots in WP6
to WP11
Develop a methodological framework for the assessment of pilots
Support the collection of relevant information about pilot implementations and create a platform to store them

Description
Task 5.1 (Lead: FPG Colead: ISS)
Establishing a framework to guide and facilitate the context analysis and reviews of existing European initiatives and
the reporting of findings
Objective: To define a methodological support to guide and facilitate the technical WPs in performing context analyses
and reviews of scientific literature and/or existing European projects and initiatives on the topics of NCDs and specific
objectives of the WPs.
5.1.1 Definition of a methodology for context analyses
Based on guidance developed in previous EU actions, and in particular CHRODIS+ and
Joint Action Health Equity Europe JAHEE, a common framework for completing context analysis will be generated.
This analysis is necessary to take into account the system context (at a macro level) where the implementation will take
place. The contents of the context analysis surveys will be defined by responsible partners in technical WPs and will be
centralised through the present WP and directed to all EU countries. The surveys will be centralised through the present
WP and sent simultaneously to EU countries representatives by the support of Competent Authorities involved in the
JA and National Focal Point for EU4Health.
5.1.2 Definition of a methodology for reviews of the scientific literature and existing initiatives/projects aimed at
identifying relevant interventions
Best practices identified by DG SANTE or (cost-)effective interventions mentioned in the Healthier Together Initiative
will be made available to technical WPs for local implementations. In addition, technical WPs could select and
implement other interventions identified by a review of the scientific literature and existing initiatives/projects. A
common framework for performing reviews of the scientific literature and existing initiatives/projects will be generated.
To be implemented, identified interventions, if not already included in EC Best practices Portal, will be evaluated by
the Implementation Board (see task 5.4.2 and 5.5.1).
5.1.3 Data revision and summary of findings
Data collected from the reviews and the context analyses will be analysed. Findings will be summarised in technical
WPs and specific reports will be developed. These will be merged in an overall report produced through the present task.
A workshop with all JA partners will be planned to report the summary of findings and to select specific projects and
initiatives and preliminarily identify indicators that can be used to assess the success of the implementation performed
in the technical WPs.

Task 5.2 (Lead: ISS Colead: FPG)

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Create synergies with relevant and complementary ongoing European initiatives

Objective: To create contents’ synergies with relevant and complementary ongoing European initiatives, to align
activities and avoid overlapping
5.2.1 Creating synergies with JAPreventNCD
A constant link will be established with ongoing European initiatives, specifically with the Joint Action on Cancer and
other NCDs prevention (JAPreventNCD ). This will primarily focus on the contents, to avoid overlap and replication
of the work, while additional harmonisation, particularly in terms of sustainability will be conducted within the WP4.
A transversal synergy group will be established.
5.2.2 Creating synergies with action grants on “prevention of NCDs – cardiovascular diseases, diabetes and other NCDs”
Synergies with action grants on “prevention of NCDs – cardiovascular diseases, diabetes and other NCDs” will be
established. Specifically, an Action Plan on synergies will be developed and meetings planned. The aim is to integrate
activities and maximise the impact between the JA and the funded projects. A synergy group will be established with
the representatives of the projects.

Task 5.3 (Lead: THL Colead: ASLTO3)

Identify and integrate strategies for including and covering transversal and intersectional aspects in pilot implementations
Objective: To promote strategies for including and covering, in pilot implementations planned in WP 6 to WP11,
transversal and intersectional aspects, at two levels: i) social and commercial determinants; ii) cultural and ethnic
diversity of the population.
5.3.1 Explanatory framework
An explanatory framework will provide a shared understanding on the importance of considering the transversal themes
of this project. As part of this framework, a harmonised terminology glossary will be compiled in collaboration with
WP4 to support the use of common language across all WPs and JA partners. When applicable, this task will draw from
the work of previous Join Actions (e.g., on social determinants from the Joint Actions on Health Inequalities).
5.3.2 Checklists
Checklists for inclusion of transversal themes of the project will be developed to harmonise activities across WPs and to
support adherence to the explanatory framework. The checklists will be disseminated to other WPs through the project
“Toolbox” folder in the JACARDI Platform for data collection and capacity building workshops (see task 5.5). The
checklists will cover consideration of social and commercial determinants, as well as cultural and ethnic diversity of
the population. As applicable, compilation of checklists will be based on the Health Inequalities Impact Assessment
and Health Equity Tools elaborated and promoted by the two Joint Actions on Health Inequalities “Equity Action” and
“JAHEE”.
5.3.3 Experts consultations and user boards
Experts in equity and in cultural and ethnic diversity will be assigned to each of the WPs to support adherence to the
explanatory framework of the project and to consult with practical measures in how the framework and checklists can
be best implemented and monitored within the scope of the WP and its pilots. Experts providing consultations will be
involved in the Implementation Board described in Task 5.5. In addition to expert consultations, technical WPs (WP6-
WP11) will also be encouraged to establish user boards (i.e. panels consisting of target group/end-users) that reflect the
social, cultural, and ethnic diversity of the end users, when this is relevant based on aims and pilots of WP. Ideally, user
boards would be involved in all relevant stages of planning and implementation to ensure applicability and sustainability
of pilots. Members of user boards will be identified with the support of the stakeholder board (see WP1).

Task 5.4 (Lead: NIJZ Colead: KG)

Develop a methodological framework for pilot implementations
Objective: To define a methodological framework and to harmonise design, implementation, monitoring and reporting
of pilot implementations
5.4.1 Development of generic guidance documents and templates for each phase of design, implementation, monitoring
and reporting of pilots
Generic guidance documents and templates will be developed, based on experiences from JA CHRODIS+ and
JADECARE and based on “IHI Model for improvement”:
- to study situation/problem analysis of the specific pilot sites (SWOT methodology)
- to design the intervention implementation plan (SWOT-analysis based action planning to focus on prioritisation and
feasibility and based on theory of change concepts) including key stakeholder analysis
- to monitor and support the process of implementation aiming to achieve expected results, at least two Plan-Do-Study-
Act cycles will be performed in each pilot implementation, and the third “Plan” step will represent sustainability action
plan (see WP4)
- to prepare the final report of pilots, jointly with task 5.6.
The methodology will be fine-tuned to the potential specific needs of WP6-11.
5.4.2 Identification of elements and principles to assure quality of pilot implementations
Pilot implementations will address, and they will follow two approaches:

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- implement “best practices” or single elements of these identified in the EC portal https://webgate.ec.europa.eu/dyna/
bp-portal/
- implement key element or principles falling in the thematic areas derived from practices identified by the review
process (see task 5.1.2), including those implemented in European projects, other Joint Actions, international validated
projects or proposed by WHO. To ‘validate’ these interventions not covered by practices in the EC best practice portal
a formal evaluation of the Implementation Board (see task 5.5.2) will be performed. The Implementation Board will
evaluate the elements based on the criteria as applied for the best practices of the Public Health Best Practice portal,
such as effectiveness and efficiency of the intervention; equity; transferability; sustainability; participation; intersectoral
collaboration. This subtask will be aimed at identifying key elements and principles both from the Best Practices and
from practices identified by the review process and to make them available for pilot implementation.

Task 5.5 (Lead: NIJZ Colead: THL)

Support of capacity building
Objective: To support capacity building of WP6 to WP11 in applying the explanatory and methodological frameworks
developed in Tasks 5.3 and 5.4 including those developed in WP4 through joint workshops and other approaches of
the learning community.
5.5.1 Development of generic guidance for stepwise capacity building approach
This task will be aimed at preparing a generic guidance including structure and templates of activities that increase
the capacity of JACARDI partners to execute the proposed methodologies to be used during each phase of design,
implementation and reporting of pilots, including those developed in WP4 for:
”train the trainers”. Training sessions, delivered by Task 5.4 and 5.5 Leaders, and task 5.3 Leaders and experts.
Capacity building and supporting activities. Delivered by WP6-11 Leaders and Co-Leaders. It consists of: definition
of a faculty of topic-related experts and implementation experts (from WP5), a pre-work needed from implementing
partners, four learning sessions (during P1, at A1, A2 and during P3 step of PDSA cycles), and monthly monitoring.
a reflection process to identify obstacles and react with corrective activities
5.5.2 Implementation Board
Members of the Implementation Board are Leaders and Co-Leaders of task 5.3, 5.4 and 5.5. and Leaders and Co-Leaders
of all project WPs. It will also include Experts in equity and in cultural and ethnic diversity (see task 5.3.3) and an
expert in economic evaluation (see task 5.6). It will provide a continuous overview of execution of all phases of design,
implementation, and reporting of pilots. Its roles are: (1) discussion and potential adaptation of the generic guidance
documents and templates per each phase of design, implementation, and reporting of pilots; (2) to evaluate the proposed
pilots not arising from the elements and principles of best practices at EC Best practice portal (see task 5.3.2); (3) to
organise “train the trainers” training sessions using generic guidance developed in 5.5.1. Implementation board members
of WP6-WP11 will participate in “train the trainers’’ sessions; (4) to facilitate planning of the capacity building activities
within WP6-11 based on the approach developed in 5.5.1
5.5.3 Execution of capacity building and supporting activities, delivered within WP6-11 by WP6-11 Leaders and Co-
Leaders to implementing partners
Based on generic guidance including structure and templates of activities, developed in 5.5.1, WP6-11 Leaders and Co-
Leaders will organise the capacity building and supporting activities of implementing partners within their own WPs.
The aim is to facilitate the use of the methodologies at each phase of design, implementation, and reporting of JACARDI
pilots, including those developed in WP4, and to provide further support. Each WP will define the faculty, pre-work
needed from implementing partners, the four learning sessions and monthly monitoring and support to processes of
implementation.

Task 5.6 (Lead: Bocconi Colead: FPG)

Develop a methodological framework for the assessment of pilots and health and economic outcomes
Objective: To provide a methodological framework for a multi-dimensional assessment of the outcomes and scalability
of pilots planned in WP6 to WP11 and to assess health and economic outcomes and the potential for scaling up and
sustainability.
5.6.1 Methodological framework for multi-dimensional pilots’ assessment
A viable methodological framework will be devised in consultation with pilot leads, aimed at assessing five outcome
dimensions: clinical effectiveness, patient experiences, economic efficiency, distributional equity, and sustainability
(including scalability). During the development of the framework, two workshops will be held, involving experts and
implementing partners, among others, to share proposals, discuss and agree on the contents of the framework. Guidance
documents and templates will be provided to all technical WPs and will be available in the “Toolbox” folder of the
common JACARDI Platform for data collection (see task 5.7)
5.6.2 Support to pilot teams
A central team will provide support to pilots, starting from the pilot design phase, in the implementation of each step and
component of the assessment framework. This activity will be conducted jointly with the Implementation Board (see Task
5.5.2) and an expert in economic evaluation will be identified and included as a member of the Implementation Board.

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5.6.3 Data analyses and model-based simulations

For a subset of pilots, which will include at least one for each of WPs 6 to 11, a range of analyses will be undertaken by the
central team as part of the multidimensional health and economic assessment. Pilots will be selected in agreement with
WP Leaders, based on their potential for sustainability and scaling up. The open-source Health-GPS policy simulation
tool, developed by Imperial College London in the context of the EU STOP project (H2020) will be used to estimate the
longer-term health and economic outcomes of the selected pilots.
5.6.4 Reporting
A final report will be prepared, including key results from individual pilot assessment, as well as the findings of the
overall analysis and assessment of sustainability, transferability and scalability of pilots.

Task 5.7 (Lead: ISS Colead: FPG)

Develop a platform to collect relevant information about pilots
Objective: To support the collection of relevant data/information about pilots and create a platform to store the
information
5.7.1 Define a template to collect information on pilot implementations
A standardised form will be developed to be applied to all pilots. The form will collect information on setting, size of
the implementation, intervention, outcomes, sustainability. The form developed by SANTE to assess best practices will
be adapted to this need
5.7.2 Creation of the platform, in which relevant information will be collected
Guidance documents and templates (generic and adapted) relevant to the implementation will be made available in a
“Toolbox” folder in the JACARDI Platform for data collection. The JACARDI Platform for data collection will be
developed and tested by ISS to collect information as defined in the template developed in task 5.4 and 5.4.1. The
platform will be populated directly by technical WP Leaders and implementing partners.

Work package WP6 – Health literacy and awareness of CVD and DM

Work Package Number WP6 Lead Beneficiary 7. SpFrance

Work Package Name Health literacy and awareness of CVD and DM
Start Month 1 End Month 48

Objectives
The main objective of this WP is to improve health literacy and raise awareness of CVD and DM risks and risk factors,
both at individual and societal level. The specific objectives are to:
Map the current health literacy development activities and gather data on people's preferences for learning about health
information and the types of formats that can lead to sustained behaviour change
Design and adapt health literacy tools, structures, and processes that are tailored to the local context and aim to empower
disadvantaged individuals by promoting health literacy
Develop and implement pilots on improving health literacy in the specific context of CVD and diabetes
Assess multidimensionally the pilots, and develop a roadmap for scaling up

Description
Task 6.1 (Lead: SpF Colead: KG)
Mapping current health literacy development activities within EU countries
Objective: To list the several initiatives focusing on health literacy in CVD, DM and their risk factors under way, to map
country experiences, and country-led prioritisation for integrative approach and to support a common vision to improve
literacy through the life course
6.1.1 EU countries health literacy context analysis
Health literacy analysis will be performed following the method proposed by task 5.1, WHO health literacy Action Areas
will guide the analysis, to uncover existing EU countries health literacy actions and programs that impact CVD and DM,
and their risk factors across levels (national, regional, local).
6.1.2 Literature scoping review
The review performed based on the methodology proposed by task 5.1 will include published articles and grey literature
among general population as well as people with CVD and DM to determine: (a) Settings and population groups in
which health literacy actions have been undertaken; (b) Health literacy actions implemented and evaluated that have

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impacted the burden of disease due to CVD and DM. Diverse health literacy-informed practices across systems will be
identified within the thematic areas already identified (see Section 2.1) and presented to pilot sites for their prioritisation,
following the methodology reported in WP5.

Task 6.2 (Lead: KG Colead: SpF)

Pilot preparation - Situation analysis of pilot sites and definition of local needs
Objective: To identify the options for health literacy interventions that may address some of the gaps in relation to equity,
empowerment, and local adaption of health literacy initiatives
6.2.1 Situation analysis of pilot sites
Pilot sites will be supported during the local situation analysis by providing a methodology based on the approach
proposed by WP5 (task 5.4). This methodology will use as a basis the SWOT technique and it will be tailored to health
literacy areas of interest by adding Ophelia-like processes (Ophelia - Optimising Health Literacy and Access process).
6.2.2 Mapping of local needs to existing effective health literacy programs and initiatives
WP6 pilot sites will complete the strengths-based health literacy needs survey by using the 9-dimension Health Literacy
Questionnaire (HLQ or eHLQ) among target/general diverse populations with or at risk of CVD and DM. The results
will inform on the local health literacy needs at local context.
Pilot sites will map their strategic intervention areas resulting from the situation analysis with concrete building blocks
of the (potential) effective/impactful practices identified in task 6.1. As a result, pilot sites will elucidate the elements of
existing health literacy programs from which their local pilot can be developed in T6.3.2.
6.2.3 Specialised training on Health Literacy Development
Health literacy related specialised training sessions will be organised to rapidly increase JA participating countries
capacity to use WHO health literacy. This task will be guided by the task 5.5.1 which defines the organisation of sessions
by topic-related experts.

Task 6.3 (Lead: NOVA Colead: IACS)

Pilot preparation - prioritisation of health literacy pilots in partnership with target groups
Objective: To develop and adapt health literacy tools, structures and processes to implement local contextually relevant
pilots and to invest in the empowerment of people in vulnerable situations by promoting health literacy
6.3.1 Selection of target groups
Patient and population participation will be considered throughout the whole process. Target groups include: i) people
that are often left behind or unreached due to experiences such as marginalisation, stigma ii) people who struggle to
participate and engage with health information and health services due to services not responding to their health literacy
needs and preferences iii) populations including migrants, people with disabilities, people with low education, and people
living in low socioeconomic circumstances iv) young populations to raise awareness early in people’s lives about CVD
and DM and related risk factors.
6.3.2 Design and plan customised pilots to different target groups
WP6 pilot sites will describe the local pilot and develop the local Pilot Implementation Plan according to their needs,
expectations, and capabilities (mapping performed in T6.2.2). Pilot sites will be supported during this task and the
specific methodology provided by WP5 will be used.
6.3.3 Pre-testing
Selected pilots with potential for specific target group and/or wide scale impact that are untested for acceptability and
implementability in local and national target groups will undergo rapid pre-testing prior to wider application. These
pilots will be in line with tasks 5.4.2 and 5.5.1 and follow the best practices. The aim of pre-testing will be to develop,
test and refine the resources and processes needed to implement viable health literacy pilots.

Task 6.4 (Lead: INRCA Colead: NOVA)

Pilot implementation
Objective: To conduct implementable and sustainable health literacy development pilots that respond to local
contexts and demand and to strengthen the health literacy capacity of governments, health services, nongovernmental
organisations, communities and academics for equitable prevention and control of CVD and DM
Each WP6 pilot site will carry out the implementation of the local pilot following WP5 methodology, additionally
supported by specific health literacy applications such as the Ophelia process, the MPOL Vienna health literate
organisation self-assessment tool, and the Organisational Health Literacy Responsiveness Self-Assessment (Org-HLR)
Tool and Process.
About 24 pilots, plus 1 included in WP11 will be implemented in 13 countries (See table 2). Pilots will be implemented
in different settings, for different outcomes and covering transversal and intersectional aspects, such as populations in
vulnerable situations.
Overall, 24 pilots will address health literacy of CVD and/or DM, of which 4 will cover Community health literacy, 4
Health literacy development, 4 Health literacy of an individual, 4 Health literacy responsiveness and 4 Organisational
Health literacy.

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While, estimated 17 pilots will address Health promotion and awareness. Pilots are expected to reach from 20 to one
million people (See “Other Annex”: Annex 3. Table of proposed pilots by WPs and EU countries).

Task 6.5 (Lead: SpF Colead: DGS)

Assessment and roadmap
Objective: To assess the implemented health literacy-based pilots and to propose a roadmap that considers local
experiences and acknowledging the complexity of the multiple challenges to implement health literacy pilots.
Pilots implemented will be assessed following the framework provided by task 5.6, on health and economic outcomes,
to ensure uniformity and comparability across pilot sites.
The assessment of the pilots will include the following:
a. each pilot will have specific key performance indicators assigned, depending on the intended population or target
group, the nature and duration of the intervention
b. the implementation will be analysed by using the consolidated framework for implementation research proposed by
WP5
c. WHO Expand model will be used to assist in synthesising individual actions and groups of actions to assist in
elaborating a roadmap for scaling up the programmes outputs for local, regional, national, and EU-wide scale up.
During the last months a face-to-face workshop will be organised to engage key stakeholders of pilot sites to shape the
roadmap for scaling up the health literacy programmes outputs for local, regional, national, and EU-wide

Work package WP7 – Data availability, quality, accessibility and sharing

Work Package Number WP7 Lead Beneficiary 6. THL

Work Package Name Data availability, quality, accessibility and sharing
Start Month 1 End Month 48

Objectives
The main objective of this WP is to improve availability, quality, accessibility, and use of data on CVD and DM. The
specific objectives will be to:
Review the current data sources and registers on CVD and DM in EU countries
Identify needs and gaps on data sources and registers in EU countries
Design and implement pilots, which aim to improve both epidemiological monitoring and monitoring the quality of care
for CVD and DM
Develop harmonisation and standardisation guidelines for data and data collection
Establish a network for CVD and DM registers in Europe, to support implementation and sharing of good practices in
EU countries
Define and exemplify the value(s) of data and the potential uses of data and registers
Assess the feasibility, effectiveness, and sustainability of the pilots and develop a roadmap

Description
Task 7.1 (Lead: SERMAS-FIBH12O Colead: SpF)
Mapping of current data and data source availability to assess the situation of CVD and DM in EU countries, and
identifying the local needs and gaps
Objective: To support and guide the systematic analysis of the epidemiological and clinical situation of CVD and DM
data in EU countries. Through the analysis, European projects and networks on data and registers on CVD and DM will
be identified. Good practices and local needs/gaps and areas for improvement will be identified to form a basis for pilot
implementations. This task will be aligned with task 5.1
7.1.1. Defining the framework with all the needed information to know the status of cardiovascular health, CVD, and
DM in all EU countries. The mapping domains include:
the current epidemiology of CVD and DM, their major determinants, and temporal trends at the population and healthcare
system-level
the current management of patients with CVD and DM: quality of care, relevant outcomes, and resource utilisation
the sources of variation and inequities including social determinants in CVD and DM epidemiology, access to care, care
quality and relevant outcomes
7.1.2. Mapping the availability of information and data sources to understand the reality of CVD and DM in each country

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This activity will include

Mapping existing national and regional quality registries, activities, platforms or centres, networks, and their roles
Mapping the coverage and extent of the available data (variables, measurements, assessments, methods of data collection,
etc.)
Identifying country-specific gaps and needs on CVD and DM data and information and harmonisation

Task 7.2 (Lead: INCLIVA Colead: ASLTO3)

Pilot preparation - Development of the Pilot Implementation Plans to improve data availability and quality
Objective: To develop Pilot Implementation Plans to improve data availability and quality.
7.2.1 Developing a Pilot Implementation Plan to establish national registers on CVD and DM, if not existing
For countries or regions across Europe, which are currently lacking necessary data on CVD and DM, Pilot
Implementation Plans to establish such data sources will be developed. These can cover basic structure on
epidemiological data on risk factors and diseases linked to CVD and DM and on the quality of care.
7.2.2: Developing a Pilot Implementation Plan to improve the quality of the existing national registers on CVD and DM
The quality of the information in registries will be assessed to better harmonise the information contained, which may
include only epidemiological data (disease/risk factors incl. social determinants), only activity or quality of care (events,
complications, hospitalizations, mortality) or both. Once the available information has been identified, it will be analysed
to have an overview of its content and to establish its quality. Quality will be assessed according to several criteria,
including population coverage, reliability of data (estimation vs. identification), type of care, evolution data, treatment
impact, micro-macrovascular complications, mortality, etc. A grading scale of quality will be developed.
7.2.3: Develop Pilot Implementation Plans to include patient-reported data on quality and outcomes of care (PROMs/
PREMs) in CVD and DM registries
The use of patient-reported outcome measures (PROM), and patient-reported experience measures (PREM) in different
countries and/or registries should be identified, including the way utilised to collect them and the legal regulations that
apply in each country.

Task 7.3 (Lead: CNIC Colead: THL)

Pilot preparation - Standardisation and harmonisation of data and data collection, integration and sharing
Objective: To develop a common solution for data management by the participant countries and regions
7.3.1 Development of guidelines for automatic data collection processes
Based on good practices from EU countries and literature review, guidelines for automatic ETL (Extraction,
Transformation and Upload) processes will be developed
7.3.2 Establishment of a common data model (CDM) to be recommended for all national registries to ensure
standardisation and data integrity
Aim of this task is to review and agree on an EU health data model, such as the Observational Medical Outcomes
Partnership (OMOP), taking into account the regulation of Global Health Observatory https://www.who.int/ and
“MyHealth @ EU”, recommended to be used for diabetes and CVD data registries in the EU countries and to provide
with guidelines and training to implement the EU health data model in the different countries
7.3.3 Review and recommendations of ontologies on CVD and DM for data standardisation and integration.
Review will be performed to identify the most relevant data on CVD and DM to be integrated across countries and to
identify ontologies currently used for CVD and DM. Partners will agree on standard definitions and ontologies for CVD
and DM, based on current guidelines of care.
7.3.4 Technical and legal requirements for data sharing and integration
Good practices in data sharing based on “My Health @EU” guidelines will be identified and implemented. This will
include both cross-country as well as within-country data sharing.

Task 7.4 (Lead: UEF Colead: CNIC)

Description and evaluation of data value, collection and integration
Objective: To identify the different perspectives from which data can be used for value-based analyses, collect their
definitions, describe modes of integration, and show examples of use of the data and registers. To estimate the cost of
developing and maintaining recommended registries and datasets for their sustainability.
7.4.1 Identifying the perspectives from which data can be used for value-based analysis with their definitions and
formulas
Identify the different aspects of value: economic (direct/indirect costs), clinical (outcomes, resource utilisation), public
health (epidemiological, access to care), patient perspective (PROMs/PREMs), social (e.g., variations, inequities).
Collect the most used definitions and/or formulas for the use of data for value-based health or value-based care analysis.
Examples of how these “values” can be measured with the data sources considered in the project will be shown.
7.4.2 Benchmarking of different parameters from international and national/regional data sources to establish data value
at the different levels exemplified in Task 7.6.1
Examples of comparative effectiveness analyses with available European data on CVD/DM and an economic evaluation

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of the cost of building up and maintaining data registries (in line with task 7.6) will be performed. Resources needed
to build up and maintain data registers on CVD and DM and present the potential for health economic value will be
identified.

Task 7.5 (Lead: THL Colead: SERMAS-FIBH12O)

Pilot implementation
Objective: To carry out the implementation of pilots
43 pilots will be implemented in 8 countries (see Table 2). Pilots will target key elements of data availability and quality,
taking into account the transversal and intersectional aspects provided by WP5. 13 pilots will cover the data availability,
13 data quality and coverage of pre-existing registers and data sources. In addition, 10 pilots will cover the key transversal
thematic areas of data harmonisation, accessibility and sharing and 7 values of data; epidemiology, quality of care, health
equity and benchmarking.
Pilots are expected to reach millions of people (See “Other Annex”: Annex 3. Table of proposed pilots by WPs and
EU countries).

Task 7.6 (Lead: SERMAS-FIBH12O Colead: CNIC)

Assessment and roadmap
Objective: To assess the pilot implementation and develop a roadmap to extend the methods and results of the experiences
developed in the pilots to other regional, national, or European levels
7.6.1 Assessment of the pilot project development and results.
Using the plans to reduce the identified EU countries gaps (task 7.1) and plans to improve data availability and quality
(task 7.2), a specific plan for assessing the pilots will be developed, in line with WP5.
7.6.2 Development of a roadmap for scaling up
To support the scaling-up of the experiences from the pilots a roadmap will be developed. This will include a collaboration
throughout Europe on how to strengthen the integration of good practices on data and data sources. Scaling-up will use
the information obtained in task 7.1 on existing diabetes and CVD register networks in Europe and the networks in
sharing the good data and data collection practices. To this end, a flow system will be established with an architecture
that incorporates the principles of privacy and data protection (privacy by design) that must be accepted by all partners
managing registries and databases (in line with task 1.4.1). Official international and national bodies and registry holders
will be involved in the development and operation of the network(s).

Work package WP8 – Screening high-risk populations and individuals

Work Package Number WP8 Lead Beneficiary 6. THL

Work Package Name Screening high-risk populations and individuals
Start Month 1 End Month 48

Objectives
The main objectives of this WP are to improve screening for CVD and DM of high-risk populations and individuals,
and to support the definition of standardised strategies for early identification of CVD and DM at a European level. The
specific objectives are:
Perform the context analysis on screening on CVD and DM and their risk factors in order to identify screening gaps and
new, non-clinical setting screening tools/applications in different EU countries
Develop standardised screening protocols and their possible adaptations for different national/regional settings
Support the EU countries on capacity building related to organising screening programmes
Develop and implement pilots on CVD and DM and their risk factor screening.
Assess multidimensionally the pilots, and develop a roadmap for scaling up

Description
Task 8.1 (Lead: NIJZ Colead: THL)
Mapping CVD and DM screening procedures and methods
Objective: To perform context analyses and reviews of scientific literature and/or existing EU projects and initiatives on
DM and CVD existing screening procedures and methods
8.1.1 To perform context analysis and review of the state of the art across EU countries

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A review of best practices and WHO best buys related to screening of CVD and DM among general population and
high-risk groups will be conducted.
Following the methodology proposed in Task 5.1, the context analysis survey will be cover:
National strategies/views on needs for population vs opportunistic screening including attitudes of target population,
perceived facilitator, and barriers
Data on CVD and DM risk factors and possibilities to link them to disease outcomes at individual level
Tools and protocols used to obtain data on CVD and DM and their risk factors, especially characteristics of high-risk
populations. Including for example population-based survey protocols such as European Health Examination Survey
(EHES) and clinical assessment protocols proposed by European Society of Cardiology (ESC)
Risk assessment tools used by healthcare professionals and/or the general public to assess the disease (DM and/or CVD)
risk based on risk factor profiles and lifestyles.
8.1.2 To perform context analysis and review of new screening methods based on self-measurements not conducted by
health care professionals
A literature review and search on other online resources about existing self-measurements tools/protocols of blood
glucose, hypertension, and blood cholesterol which could be used for non-clinical settings, for example at home by
individuals themselves, will be conducted.
Results of this task (context analyses and review 8.1.1 and 8.1.2) will be summarised in a report and presented in a
workshop, as described in task 5.1.

Task 8.2 (Lead: Diabetes LIGA/UAntwerpen Colead: ISS)

Pilot preparation - develop of Pilot Implementation Plan
Objective: To develop standardised screening protocols and their possible adaptations for different national/regional
settings
Screening for CVD and DM should be targeted to individuals with clinical and behavioural risk factors, taking into
account socio-demographic differences, addressing both the general population or specific high-risk groups.
Following the general principles outlined in the WHO screening programme guidelines, existing standardised screening
protocols/strategies will be updated and elaborated whenever feasible. The Pilot Implementation Plan will be developed
on the context analysis conducted in task 8.1. Pilots will cover specific thematic areas presented below (tasks 8.2.1 to
8.2.4) and in Section 2.1. Based on the results of the context analyses and following the methodological framework of
task 5.4, pilot sites will identify the type of screening to be implemented and the tools/instruments to be used.
8.2.1 Population screening
Pilots’ protocols using two approaches either population-based surveys or screening at the clinical setting will be
prepared.
8.2.2 Personal/individual level screening and risk assessment
Pilot protocols for screening of high-risk individuals in the clinical setting as well as in the non-clinical setting using
risk assessment tools such as risk calculators will be prepared. The non-clinical screening will also include possibilities
to use self-measurement devices.

Task 8.3 (Lead: THL Colead: Diabetes LIGA/UAntwerpen)

Training and capacity building
Objective: To prepare training material for standardised screening procedures and to organise training to enhance national
capacities to implement screening programmes
Training materials and modules for standardised screening procedures will be developed using already existing materials
and updated wherever needed. If there is no existing material, new material will be prepared. Training materials can
include leaflets/factsheets, PowerPoint presentations, and videos. Implementing partners will translate material for their
own language whenever needed. This activity will be performed jointly with the implementation board (task 5.5).

Task 8.4 (Lead: ISS Colead: THL)

Pilot implementation
Objectives: To conduct implementable and sustainable pilots on CVD and DM and their risk factor screening
Based on screening strategies and protocols developed in task 8.2, implementing partners will conduct pilots following
the methodological framework proposed in task 5.4.
A workshop among implementing partners will be organised to share previous experiences and best practices (transfer
of good practices), and to discuss any possible open questions related to proposed screening strategy and protocols (task
8.2).
18 pilots will be implemented, it will concern 11 countries (see Table 2). Pilots will be performed in different settings,
for different outcomes and covering different population groups, taking into account the transversal and intersectional
aspects from WP5. Estimated 5 pilots will cover Population screening, of which 3 population-based surveys, 1 will
be non-clinical setting, and 1 on clinical assessment, while 13 will cover personal/individual level screening and risk
assessment, of which 5 pilots will be in clinical setting, 8 in non-clinical setting. Number of expected persons to be

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screened varies from 200 to more than one million (See “Other Annex”: Annex 3. Table of proposed pilots by WPs
and EU countries).

Task 8.5 (Lead: Diabetes LIGA/UAntwerpen Colead: THL)

Assessment and roadmap
Objectives: To assess the implemented screening pilots and to propose a roadmap that considers local experiences and
acknowledging the complexity of the multiple challenges
Pilots implemented will be assessed following the framework provided by task 5.6, on health and economic outcomes,
to ensure uniformity and comparability across pilot sites.
The assessment of the pilots will include the following: i) each pilot will have specific key performance indicators
assigned, depending on the intended population or target group, the nature and duration of the intervention; ii) the
implementation will be analysed by using the consolidated framework for implementation research proposed by WP5.
Each pilot site will prepare a report on its key performance indicators. These will be reported in the JACARDI Platform
for data collection developed by Task 5.7. Reports will be evaluated by an external evaluation team and discussed with
all pilot site coordinators in a joint workshop/webinar. Results will be presented at the JACARDI Closing Meeting and
a short summary of the WP8 assessment will be prepared in addition to the more extensive report for dissemination on
website and social media (in collaboration with WP2).

Work package WP9 – Integrated care pathways

Work Package Number WP9 Lead Beneficiary 9. GOKVI

Work Package Name Integrated care pathways
Start Month 1 End Month 48

Objectives
The main objective of this WP is to improve the diagnosis, treatment and management of CVD and DM through the
implementation or improvement of integrated care pathways for various target populations with CVD or DM. The
specific objectives are to:
perform context analysis on the patient care or service pathways focusing on the key elements of chronic care
management each implementation site is aiming to improve within CVD and DM care, identifying and prioritising its
weaknesses
identify best practices, interventions or evidence that can be adapted or used as a basis for overcoming weaknesses and
improving patient care or service pathways
develop and implement pilots on specific thematic areas of chronic care management
assess pilots process and effectiveness in terms of patients’ and professionals’ care experiences, patient-reported and
clinical outcome and health economic outcomes, where possible, in order to develop a roadmap for their further use
and scaling-up

Description
Task 9.1 (Lead: KG Colead: Marche)
Mapping the needs and conditions and identification of available best practices
Objective: To analyse the patient care and service pathway using a pre-defined methodology and to map available best
practices in the field with the goal of matching needs and possible solutions
9.1.1. Context analysis on patient care and service pathway
Following the methodology developed in task 5.1, a framework for completing patient care or service pathway analysis
will be generated. The key elements of CVD and DM care identified as reported in Section 2, will be incorporated into
a context analysis as a basis for exploring the possible problems of the pathways. The identification of the key elements
will be based on a rapid review of the literature on patient pathway analysis as well as the similar frameworks used in
previous EU projects, within already defined thematic areas (Section 2.1). The identified key elements will also provide
guidance for setting up the different pilot plans.
9.1.2. Patient care and service pathway situation analysis
Following the methodological framework proposed in task 5.4, a situation analysis will be conducted at each pilot site
to reveal the local characteristics of the pathways as well as the real needs of the local patient population and providers.
9.1.3. Mapping of best practices, interventions, or evidence for improving patient care and service pathways

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Following the methodology proposed in task 5.1, available best practices will be mapped to identify solutions targeting
key elements for the pathway defined in Task 9.1.1. Collections of best practices in the EU as well as related literature will
be reviewed taking into consideration the relevant methodological frameworks of WP5. When an intervention proposed
is not included in the EC Portal as best practices, but derived from literature review procedure, this will require an
evaluation by the Implementation Board established in WP5 to ensure that pilots are evidence-based.

Task 9.2 (Lead: ISS Colead: KG)

Pilot preparation - Development of the Pilot Implementation Plans
Objective: To develop specific Pilot Implementation Plans according to each site and to define an evaluation plan to
monitor the implementation process
9.2.1. Specific definition of the pilots
Each pilot site will decide which best practice (elements) or other evidence-based interventions it will choose that best
meets the weaknesses identified in Task 9.1. Participating members will have to specify which key elements of the patient
care and service pathways they would like to address in their pilots, according to the key elements that were determined
for pathway analysis in Section 2.1. During the specification process, transversal and intersectional aspects should be
considered following the frameworks from task 5.3.
9.2.2. Planning the monitoring and assessment of the pilots
Data collection for process, outcome and health economic assessment of the pilots will take place parallel with the
pilot implementation. To be able to achieve this, possible indicators and the data collection plan should be developed
at the planning phase. Using the assessment framework provided by WP5 and considering the specific health economic
assessment aspects discussed with relevant experts, the Pilot Implementation Plans will be completed with a specific
assessment plan.

Task 9.3 (Lead: UAntwerpen Colead: GOKVI)

Pilot implementation
Objective: To carry out the implementation at each pilot site, regularly monitored
9.3.1. Implementation of the pilots
According to the specific Pilot Implementation Plans developed in Task 9.2, all pilots will be performed during this task.
The implementation methodology will follow the framework of task 5.4. In all cases, it is expected to include extensive
stakeholder analysis, assessment of sources of resistance and a consequent plan to handle them, assessment of education
needs along with developing educational materials, and a communication plan. Although the implementation of each
pilot takes place locally, regular meetings and follow-ups ensure proper and smooth progress together with the exchange
of current experience and the joint discussion of potential problems.
29 pilots will be implemented in 11 countries (see Table 2). Pilots will extend to several levels of care (primary care, in-
patient care and outpatient care), will target different populations and key elements of care pathways, taking into account
the transversal and intersectional aspects provided by WP5. From the 29 pilots, 27 will cover care delivery, 26 decision
support, 20 information systems and technology, and 10 social/community resources. Pilots are expected to reach from
75 to 150,000 people (See “Other Annex”: Annex 3. Table of proposed pilots by WPs and EU countries).
9.3.2. Monitoring of the pilots
Continuous monitoring of the pilot implementation will ensure that the final assessment of the success of the pilots can
be properly achieved and help refine or adjust the implementation or the monitoring activities themselves. Monitoring
will be guided by the specific assessment plans identified in task 9.2.2 in line with task 5.4.1 and the interim results will
be periodically monitored by those responsible for the final assessment.

Task 9.4 (Lead: ISS Colead: Marche)

Assessment and roadmap
Objective: To assess the pilots and collect the results and conclusions for further application
9.4.1. Assessing pilot implementation effectiveness
The assessment of pilot implementation effectiveness starts at the earliest six months after the implementation at the
sites started, to be able to see whether practices have made the intended changes and collect the (first) experiences of
those involved. The methodology is based on the guidance from WP5.
9.4.2. Development of a roadmap
Based on the information collected from all previous tasks, a roadmap will be outlined including the characteristics
of pilots for structuring and managing patient pathways for CVD and DM. This roadmap will consider the differences
between countries/regions that may affect the implementation of the pilots and their successful application at other sites.
The roadmap will be discussed with different stakeholders and completed accordingly.

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Work package WP10 – Patients’ self-management

Work Package Number WP10 Lead Beneficiary 3. JUNTAEX

Work Package Name Patients’ self-management
Start Month 1 End Month 48

Objectives
The main objective of this WP is to improve CVD and DM patients’ self-management, through educating and enabling
patients, family caregivers and healthcare professionals in EU countries by digital tools and offline support. The specific
objectives are to:
assess needs/gaps, perspectives, and main obstacles of EU countries, patients, caregivers, and healthcare professionals
on implementing/using interventions and support tools to strengthen diabetes and CVD patients’ self-management
identify effective and cost-effective interventions and support tools to meet those needs and close the observed gaps
co-create and implement pilots to support and improve patients’ self-management of CVD and/or DM
improve the capacity of EU countries, patients, family caregivers, and healthcare professionals in implementing and
using support/self-management interventions/tools
assess multi-dimensionally the pilots, develop a roadmap for implementing/scaling up (digital and offline) CVD/DM
self-management support in EU countries and regions

Description
Task 10.1 (Lead: SERMAS-FIBH12O Colead: Marche)
Mapping self-management support needs and available interventions
Objective: To conduct a context analysis and identify available self-management interventions to cover the support needs
of DM and CVD patients.
10.1.1 Identification of needs and gaps of EU countries on self-management support and support tools.
Following the methodological framework proposed in task 5.1, a context analysis will be carried out in each country
where pilots will be implemented to identify needs and gaps on self-management support and support tools as perceived
by patients, family caregivers and care professionals.
10.1.2. Best practices/(cost-)effective interventions and (digital) support tools.
A review of available best practices/(cost-)effective interventions and (digital) support tools on self-management will
be carried out, starting from those collected in the EU-NCD ‘Healthier Together’ initiative, eventually integrated
through a new review (e.g., in literature, EC and EU/international organisations’ portals, tools catalogues/platforms,
repositories, etc). The additional search will focus on needs and gaps not covered by the best practices, interventions, and
tools included in the EC report, following the methodological framework defined in WP5. Best practices/interventions
will be considered that aim to support/improve one or more key elements of self-management, following the already
identified thematic areas (see Section 2.1). The identified best practices/interventions/tools will be analysed in terms of
a) intervention characteristics; b) roles/involvement of patients, family caregivers or other stakeholders in the design and
implementation process, and c) (other) factors and conditions that influence the implementation process and outcomes.
The analysis will include a focus on age-, gender- and culture-sensitive aspects, following the framework from task 5.3,
as well as how the strategies /interventions/tools address/promote the reduction of health inequalities. A matrix of best
practices/interventions tools to address the needs/gaps will be created.

Task 10.2 (Lead: FUNDESALUD Colead: INRCA)

Pilot preparation - Development of the Pilot Implementation Plans
Objective: To develop the Pilot Implementation Plans for each pilot site using a Co-creation approach, to fully engage
the target groups and ensure their acceptance and participation.
10.2.1 Co-creation and engagement of patients, caregivers, care professionals, and other relevant stakeholders
A common engagement strategy and protocols will be developed for involving patients, caregivers, care professionals,
and other relevant stakeholders based on the characteristics of the context and the target groups of interest. Support and
guidance will be provided by WP5. Co-creation sessions will be carried out to create scenarios of use of self-management
support tools for CVD and/or DM. Participatory design techniques will be implemented for specific end-users (such as
elderly) during this phase to identify targeted needs and define tailored requirements of the pilots. The scenarios will be
based on the local situation analysis (10.2.2) and cover the areas/targets defined in 10.1.2.
10.2.2 Local situation analysis
Following the methodology proposed in task 5.4, a situation analysis will be carried out at each pilot site, to analyse

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what would facilitate or hinder the implementation of the selected best practice/intervention(s). This activity will involve
local stakeholders and will precede the Co-design sessions of 10.2.1.
10.2.3. Preparation of Pilot Implementation Plans
Starting from the scenarios developed in task 10.2.1, each pilot site will define the pilot to strengthen patients’ self-
management of CVD/DM and/or to improve care professionals’ self-management support, based on implementation
guidance provided by WP5. Each pilot could include one or more components of one or more best practices/interventions/
tools included in the matrix developed in task 10.1.
Local teams will be set up to coordinate and monitor the activities. The selection of the technology will be approved by
the relevant health authorities of each country. The technology used will be accessible and easy to use and could include:
mobile apps, wearables, videos, podcasts, website portals, telemedicine tools and mobile games.

Task 10.3 (Lead: JUNTAEX Colead: IDIVAL)

Pilot implementation
Objective: To deploy pilots to strengthen patients’ self-management of CVD and/or DM and to improve care
professionals’ self-management support.
10.3.1. Capacity building and training activities
During this task capacity building activities will be developed according to task 5.5.3. Those activities will be carried
out in the countries participating in the pilot's implementation.
Training activities will be carried out through a train-the-trainer approach. All the partners will work coordinated using
the same information located to the different languages and regions. A training workshop will be organised for the
trainers of each pilot site. Then, specific training activities will be conducted in each pilot site for care professionals,
patients and caregivers using a mix of training material according to their needs.
10.3.2. Pilot implementation and data collection for pilot assessment
13 pilots will be carried out in 6 countries (see Table 2). Pilots will target different populations and key elements of care
pathways, considering the transversal and intersectional aspects provided by WP5. Of the overall pilots, estimated 11
will cover improved lifestyle changes, 13 patient’s self-monitoring or treatment, 7 communication skills and 10 coping
with disease in daily life. Pilots are expected to reach from 50 to 10,000 people (See “Other Annex”: Annex 3. Table
of proposed pilots by WPs and EU countries). The pilots’ implementation will follow the methodological framework of
task 5.4 and the Pilot Implementation Plans developed in Task 10.2.2.

Task 10.4 (Lead: Marche Colead: FDA)

Assessment and roadmap
Objective: To analyse and summarise the results of the pilots to produce evidence of the process and a roadmap for
the stakeholders.
10.4.1. Assessment of the pilots
A standard pilot assessment procedure will be developed based on the methodological framework defined in task 5.6
and including:
the assessment of the implementation process, through devoted indicators and interviews with the implementers/local
stakeholder groups. Factors that might have influenced (positively or negatively) the implementation process will be
identified.
the assessment of outcomes (i.e., changes in relevant clinical outcomes, PREMs, PROMs, etc.), based on data acquired
in 10.3.2. Outcomes and indicators will be adapted to each pilot site according to the type of support provided to patients
or professionals, and technologies used during the process.
the economic assessment (i.e., changes in costs in relation to changes in value), based on data acquired in 10.3.2.
10.4.2. Develop a roadmap to strengthen patients’ self-management
Building from the results of the pilots, a draft roadmap on how to strengthen patients’ self-management and care
professionals’ self-management support will be developed. A workshop will be organised to allow all pilot sites to
exchange knowledge and experience and identify key enabling factors. A series of interviews with key representatives
of pilot sites, EU countries and key stakeholders will be conducted to discuss the draft roadmap. Advisory board/experts
will be asked to review the roadmap before its finalisation

Work package WP11 – Labour participation of people living with NCDs, in particular with
CVD and DM

Work Package Number WP11 Lead Beneficiary 16. PUMS

Work Package Name Labour participation of people living with NCDs, in particular with CVD and DM

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Start Month 1 End Month 48

Objectives
The main objective of this WP is to support the labour participation of people living with NCDs, particularly with CVD
and DM, by identifying factors affecting labour participation and testing systemic and organisational solutions to improve
inclusion, retainment and return to work (RTW), and support well-being at the workplace. The specific objectives are to:
Map determinants (facilitators and barriers) affecting labour participation of people living with NCDs, particularly CVD
and DM
Perform a context analysis on labour participation of people living with NCDs, particularly CVD and DM, in EU
countries, and identify and collect good practices to support labour participation of this population
Develop and implement pilots both at individual and organisational levels improving labour participation and employees’
well-being
Assess multidimensionally the pilots, and develop a roadmap for scaling up

Description
Task 11.1 (Lead: PUMS Colead: FINCB)
Mapping of inclusiveness and work ability in NCDs: CVD and DM as case models
Objective: To examine how NCDs (CVD and DM in particular) impact people’s labour participation (in terms of access
to the labour market, work ability, job maintenance, return to work and early dropping out of the labour market)
11.1.1 Mapping workplace-related determinants (facilitators and barriers) affecting labour market participation of people
living with NCDs (CVD and DM in particular)
Following the methodology proposed in task 5.1, a context analysis will be performed to identify and map in EU
countries employment policies and regulations related to access to the labour market, work ability assessment, factors
related to job maintenance, return to work and early dropping out of the labour market, issues related to absenteeism and
presenteeism, organisational culture, workplace adaptation. Opinions and experiences of (1) employers and employees,
(2) trade unions, (3) patient organisations, (4) NGOs, and (5) occupational health institutes and institutions will be
assessed through a survey, in order to identify modifiable workplace-related determinants.
11.1.2 Assessing labour market participation and work activity of people aged 18-65 years living with NCDs (CVD and
DM in particular)
A context analysis will be performed among EU countries to identify factors leading to reduced labour participation.

Task 11.2 (Lead: PUMS Colead: FINCB)

Review of initiatives and practices aimed at counteracting the exclusion of people living with NCDs from the labour
market
Objective: To (1) define and identify best practices and (2) collect potential actions (practices, legislation) that are
needed for a better implementation of high-quality pathways of care in the target population, and for the improvement
of workplace and job design.
11.2.1 Review of national or regional practices aimed at improving labour participation of persons with NCD (CVD
and DM in particular)
A review will be performed to identify existing practices in the field of labour participation in order to (1) highlight
strengths, weaknesses and potentialities to improve existing systems, (2) increase the use of this information for policy
planning (especially for policies aimed at the protection of workers), in collaboration with OSHA as well as with
some national authorities, and (3) define a methodology to encourage countries to follow best practices in the labour
sector. Following the methodology proposed in WP5, effective best practices (or elements) will be identified. Special
emphasis will be placed on 1. health and social care workers due to their increased work-related risk of developing NCDs
related to shift work and high work stress levels; 2. disadvantaged populations as people with low health literacy, low
socioeconomic status, and migrants. Adaptability of selected practices will be assessed.
11.2.2 Review of available and internationally or nationally used and validated psychological support and career
counselling programs
The review will focus on practices assessing individual career counselling for young people with NCDs choosing a
profession or on newly diagnosed adults forced to change their profession will be identified and selected.

Task 11.3 (Lead: INCLIVA Colead: PUMS)

Pilot preparation - Development of the Pilot Implementation Plans
Objective: To develop specific Pilot Implementation Plans according to each site aiming to (1) optimise the working
environment in order to enable people with NCDs to participate better in the labour activities, (2) contribute to
the improvement of their well-being, and (3) potentially contribute to the reduction of their early termination from

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

employment. Pilot Implementation Plan will be based on the data collected and hypotheses made in tasks 11.1 - 11.2
and will follow the methodological framework of task 5.4. Pilots must be calibrated and validated accordingly (1)
socioeconomic status of people living with NCDs, (2) cultural conditions, (3) health policy of the EU countries, (4)
information policy and (5) budget funds allocated to disease prevention and health promotion.

Task 11.4 (Lead: PUMS Colead: FINCB)

Pilot implementation
Objective: To carry out the implementation at each pilot site, regularly monitored
According to the specific Pilot Implementation Plans developed in task 11.3, all pilots will be performed during this task,
aiming at optimising the working environment for people with NCDs in micro, small, medium and large enterprises,
public and private alike, located in the EU countries. The implementation methodology will follow the framework of
task 5.4.
Overall, 15 pilots will be performed in 5 countries (see Table 2) targeting the following areas: estimated 11 awareness
on inclusiveness and work ability, 4 inclusion, maintenance, return to work and participation of people with NCDs in
the workplace, 6 prevention of NCDs, correct management and integration in the labour settings (for all stakeholders), 3
employment opportunities for young adults with CVDs and/or DM. Pilots are expected to reach from 50 to 4,700 people
(See “Other Annex”: Annex 3. Table of proposed pilots by WPs and EU countries).

Task 11.5 (Lead: INCLIVA Colead: PUMS)

Assessment and roadmap
Objective: To assess the pilots and collect the results and conclusions for further application, interacting with different
stakeholders to develop a roadmap to scale up the results of WP11 into practice as effectively as possible.
Following the methodology proposed in task 5.6, assessment of pilots will be performed, and a report produced. Results
will be discussed with stakeholders identified among employers and enterprises participating in WP11, actors such as
trade unions, employers’ and employees’ organisations, pension insurance companies, patients’ organisations, as well
as ministries, Members of Parliament, national programme-, policy- and decision–makers, etc.

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

STAFF EFFORT

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP1 WP2 WP3 WP4 WP5 WP6 WP7 WP8 WP9 WP10 Total Person-Months
1 - ISS 398.00 49.25 12.00 9.50 60.00 29.00 36.00 185.50 72.00 1.00 863.25
1.1 - ALISA 0.60 5.01 23.38 39.60 68.59
1.10 - INRCA 0.50 2.00 2.50 36.00 65.50 106.50
1.11 - Burlo 0.50 2.50 48.00 65.00
1.12 - Marche 0.50 3.00 4.50 2.00 38.00 47.00 42.50 37.00 143.00 317.50
1.13 - MoH Italy 0.50 3.00 2.00 2.00 7.50
1.14 - PAT 0.50 2.50 7.00 10.00 17.50 37.50
1.15 - Lombardy 0.55 1.76 26.00 3.75 32.06
1.16 - UNIFI 0.50 2.50 18.00 21.00
1.17 - UNITO 0.50 12.74 43.92
1.2 - AOUP 0.50 2.50 30.00 33.00
1.3 - ASLTO3 0.50 2.50 45.00 46.00 52.00 167.00
1.4 - Reggio Calabria 0.50 2.50 25.00 22.00 39.50 89.50
1.5 - PROMIS 0.83 21.46 44.96 67.25
1.6 - UB 0.50 2.00 167.00 169.50
1.7 - FINCB 0.50 3.00 4.50 2.00 4.00 258.00
1.8 - FPG 120.00 51.10 12.00 3.00 97.05 283.15
1.9 - Maugeri 0.50 2.50 58.00 61.00
2 - Sciensano 6.00 2.00 2.50 2.00 1.00 39.50 0.50 1.00 54.50

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP1 WP2 WP3 WP4 WP5 WP6 WP7 WP8 WP9 WP10 Total Person-Months
2.1 - Diabetes Liga 0.50 2.00 2.50 64.50 53.80 123.30
2.2 - KUL 0.50 2.50 61.50 64.50
2.3 - UAntwerpen 0.50 5.00 4.50 2.00 71.00 144.00 227.00
3 - MoH Cyprus 1.50 2.00 2.00 0.50 6.00
4 - CIPH 1.50 2.00 2.50 2.00 32.00 0.50 40.50
5 - NIPH 1.50 2.00 2.50 2.00 81.00 0.50 89.50
6 - THL 3.00 79.00 4.30 68.50 93.00 57.00 121.25 188.50 53.00 28.50 696.05
6.1 - FDA 0.50 2.50 25.00 30.50 6.00 36.50 101.00
6.2 - FIOH 0.50 2.50 119.00
6.3 - FHA 0.50 2.50 23.00 26.00
6.4 - UEF 0.50 2.00 2.50 15.00 80.50 6.00 8.00 114.50
7 - SpFrance 5.00 5.00 4.50 4.00 173.00 67.25 77.50 336.25
7.1 - CHU Nantes 0.50 2.50 24.50 27.50
7.2 - CH Paimpol 0.50 2.50 41.00 44.00
7.3 - CHU Toulouse 0.50 2.50 34.00 9.50 46.50
7.4 - CHU Tours 0.50 2.50 9.50 12.50
7.5 - HCL 0.50 2.50 69.10 72.10
8 - MoH Greece 1.50 2.00 2.00 0.50 6.00
9 - GOKVI 3.48 367.14 5.70 4.38 88.98 203.33 673.01
9.1 - OKFO 0.50 2.00 36.50 37.50 96.00 172.50
10 - DOHI 1.50 2.00 2.50 2.00 25.00 0.50 2.00 35.50

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP1 WP2 WP3 WP4 WP5 WP6 WP7 WP8 WP9 WP10 Total Person-Months
10.1 - HH 0.50 2.50 21.00 9.00 2.00 35.00
11 - HSE 1.50 2.00 2.50 2.00 56.75 1.00 65.75
11.1 - CROI 0.50 2.50 85.50 88.50
12 - SPKC 1.50 2.00 2.50 2.00 46.00 22.50 35.00 111.50
12.1 - LBMC 0.50 2.50 11.00 32.00 12.60 58.60
13 - HI 1.50 2.00 2.50 2.00 33.00 0.50 96.50
14 - MFH 1.50 2.00 2.50 2.00 35.00 0.50 52.50 96.00
15 - HDIR 1.50 2.00 2.00 0.50 6.00
16 - PUMS 6.00 8.00 120.00 4.50 4.00 5.00 0.50 96.00 509.00
16.1 - SUM 0.50 24.50
17 - DGS 1.50 2.00 2.50 2.00 9.00 2.00 0.50 2.00 21.50
17.1 - APDP 0.50 2.00 2.50
17.2 - NOVA 0.50 2.00 2.50 74.00 79.00
18 - INSP 1.50 2.00 2.50 2.00 45.00 35.00 57.50 74.00 219.50
18.1 - NHIH 0.50 2.50 33.00 36.00
18.2 - IUBCVT 0.50 2.50 6.00 78.00 87.00
18.3 - INDNBM 0.50 2.50 6.00 81.00 90.00
19 - NIJZ 3.00 10.00 84.50 78.00 77.50 106.00 359.00
19.1 - UL 0.50 2.00 33.50 85.00 126.00 247.00
20 - FUNDESALUD 4.00 9.65 8.35 5.10 52.00 0.50 112.27 191.87
20.1 - CNIC 3.50 26.00 2.50 107.50 28.00 167.50

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP1 WP2 WP3 WP4 WP5 WP6 WP7 WP8 WP9 WP10 Total Person-Months
20.10 - KG 3.00 21.00 4.50 23.00 90.00 34.00 175.50
20.2 - SERMAS-FIBH12O 3.00 5.00 4.50 2.00 110.25 37.50 60.50 222.75
20.3 - JUNTAEX 1.00 64.35 65.35
20.4 - HULAFE 0.50 2.50 38.00 9.00 50.00
20.5 - IACS 0.50 8.00 2.50 78.00 12.00 18.00 119.00
20.6 - IDIAPJGol 0.50 2.50 51.50 54.50
20.7 - IDIVAL 0.50 2.50 45.00 30.00 64.50 142.50
20.8 - INCLIVA 0.50 26.00 2.50 28.58 27.00 39.00 189.58
20.9 - ISABIAL 0.50 2.50 13.73 24.00 34.50 75.23
21 - PHC 3.00 5.00 96.00 4.50 4.00 45.00 102.80 260.30
Total Person-Months 602.96 742.60 244.30 399.82 649.27 1036.00 1167.90 1295.03 1779.18 962.12 9725.86

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP11 Total Person-Months

1 - ISS 11.00 863.25
1.1 - ALISA 68.59
1.10 - INRCA 106.50
1.11 - Burlo 14.00 65.00
1.12 - Marche 317.50
1.13 - MoH Italy 7.50

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP11 Total Person-Months

1.14 - PAT 37.50
1.15 - Lombardy 32.06
1.16 - UNIFI 21.00
1.17 - UNITO 30.68 43.92
1.2 - AOUP 33.00
1.3 - ASLTO3 21.00 167.00
1.4 - Reggio Calabria 89.50
1.5 - PROMIS 67.25
1.6 - UB 169.50
1.7 - FINCB 244.00 258.00
1.8 - FPG 283.15
1.9 - Maugeri 61.00
2 - Sciensano 54.50
2.1 - Diabetes Liga 123.30
2.2 - KUL 64.50
2.3 - UAntwerpen 227.00
3 - MoH Cyprus 6.00
4 - CIPH 40.50
5 - NIPH 89.50
6 - THL 696.05
6.1 - FDA 101.00

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP11 Total Person-Months

6.2 - FIOH 116.00 119.00
6.3 - FHA 26.00
6.4 - UEF 114.50
7 - SpFrance 336.25
7.1 - CHU Nantes 27.50
7.2 - CH Paimpol 44.00
7.3 - CHU Toulouse 46.50
7.4 - CHU Tours 12.50
7.5 - HCL 72.10
8 - MoH Greece 6.00
9 - GOKVI 673.01
9.1 - OKFO 172.50
10 - DOHI 35.50
10.1 - HH 35.00
11 - HSE 65.75
11.1 - CROI 88.50
12 - SPKC 111.50
12.1 - LBMC 58.60
13 - HI 55.00 96.50
14 - MFH 96.00
15 - HDIR 6.00

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP11 Total Person-Months

16 - PUMS 265.00 509.00
16.1 - SUM 24.00 24.50
17 - DGS 21.50
17.1 - APDP 2.50
17.2 - NOVA 79.00
18 - INSP 219.50
18.1 - NHIH 36.00
18.2 - IUBCVT 87.00
18.3 - INDNBM 90.00
19 - NIJZ 359.00
19.1 - UL 247.00
20 - FUNDESALUD 191.87
20.1 - CNIC 167.50
20.10 - KG 175.50
20.2 - SERMAS-FIBH12O 222.75
20.3 - JUNTAEX 65.35
20.4 - HULAFE 50.00
20.5 - IACS 119.00
20.6 - IDIAPJGol 54.50
20.7 - IDIVAL 142.50
20.8 - INCLIVA 66.00 189.58

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Staff effort per participant

Grant Preparation (Work packages - Effort screen) — Enter the info.

Participant WP11 Total Person-Months

20.9 - ISABIAL 75.23
21 - PHC 260.30
Total Person-Months 846.68 9725.86

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

LIST OF DELIVERABLES

Deliverables
Grant Preparation (Deliverables screen) — Enter the info.
The labels used mean:

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 Deliverable Name Work Lead Beneficiary Type Dissemination Level Due Date
No Package (month)
No
D1.1 JA Management Plan WP1 1 - ISS R — Document, report SEN - Sensitive 6
D1.2 Data Management Plan (DMP) WP1 1 - ISS DMP — Data SEN - Sensitive 6
Management Plan
D2.1 Dissemination Report (interim and final) WP2 9 - GOKVI R — Document, report SEN - Sensitive 48
D2.2 Website WP2 9 - GOKVI DEC —Websites, patent PU - Public 6
filings, videos, etc
D3.1 Evaluation Report (interim and final) WP3 16 - PUMS R — Document, report SEN - Sensitive 40
D4.1 Report “Achieving sustainability of WP4 1 - UL R — Document, report PU - Public 46
JACARDI interventions: lessons learned”
D5.1 Methodological framework WP5 19 - NIJZ R — Document, report PU - Public 12
D5.2 State of the art - Report of findings from the WP5 8 - FPG R — Document, report PU - Public 18
review and context analysis
D5.3 Report on pilot description, health, and WP5 6 - UB R — Document, report PU - Public 48
economic outcomes assessment
D5.4 Action Plan on Synergies with action grants WP5 1 - ISS R — Document, report PU - Public 12
D5.5 Final-Term Report on Synergies with action WP5 1 - ISS R — Document, report PU - Public 36
grants

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Deliverables
Grant Preparation (Deliverables screen) — Enter the info.
The labels used mean:

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 Deliverable Name Work Lead Beneficiary Type Dissemination Level Due Date
No Package (month)
No
D6.1 Health literacy and health promotion and WP6 7 - SpFrance R — Document, report PU - Public 48
awareness of CVD and DM in Europe - Final
report of pilots and roadmap for scaling up
D7.1 Data quality and availability, accessibility WP7 6 - THL R — Document, report PU - Public 48
and sharing of CVDs and DM in Europe -
Final report of pilots and roadmap for scaling
up
D8.1 Screening high-risk populations and WP8 1 - Diabetes Liga R — Document, report PU - Public 48
individuals - Final report of pilots and
roadmap for scaling up
D9.1 Integrated care pathways of CVD and DM in WP9 9 - GOKVI R — Document, report PU - Public 48
Europe - Final report of pilots and roadmap
for scaling up
D10.1 Patients’ self-management of CVD and DM WP10 3 - JUNTAEX R — Document, report PU - Public 48
in Europe - Final report of pilots and
roadmap for scaling up
D11.1 Labour participation of people living with WP11 16 - PUMS R — Document, report PU - Public 48
NCDs in Europe - Final report of pilots and
roadmap for scaling up

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Deliverable D1.1 – JA Management Plan

Deliverable Number D1.1 Lead Beneficiary 1. ISS

Deliverable Name JA Management Plan
Type R — Document, report Dissemination Level SEN - Sensitive
Due Date (month) 6 Work Package No WP1

Description
The Plan will provide a short and easily accessible practical guide on managing and running JACARDI, including the
‘Guidelines on general quality criteria’

Deliverable D1.2 – Data Management Plan (DMP)

Deliverable Number D1.2 Lead Beneficiary 1. ISS

Deliverable Name Data Management Plan (DMP)
Type DMP — Data Management Dissemination Level SEN - Sensitive
Plan
Due Date (month) 6 Work Package No WP1

Description
A DMP will be released at M6. It will evolve as the JA progresses to reflect status on data management.

Deliverable D2.1 – Dissemination Report (interim and final)

Deliverable Number D2.1 Lead Beneficiary 9. GOKVI

Deliverable Name Dissemination Report (interim and final)
Type R — Document, report Dissemination Level SEN - Sensitive
Due Date (month) 48 Work Package No WP2

Description
Website released in the public domain at M3; from M6 onwards the website will target at least 200 page views per
month per subsites.

Deliverable D2.2 – Website

Deliverable Number D2.2 Lead Beneficiary 9. GOKVI

Deliverable Name Website
Type DEC —Websites, patent Dissemination Level PU - Public
filings, videos, etc
Due Date (month) 6 Work Package No WP2

Description

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Website released in the public domain at M6; from M8 onwards the website will target at least 200 page views per
month per subsites.

Deliverable D3.1 – Evaluation Report (interim and final)

Deliverable Number D3.1 Lead Beneficiary 16. PUMS

Deliverable Name Evaluation Report (interim and final)
Type R — Document, report Dissemination Level SEN - Sensitive
Due Date (month) 40 Work Package No WP3

Description
Interim and final Evaluation Reports developed and approved by the GA and EB

Deliverable D4.1 – Report “Achieving sustainability of JACARDI interventions: lessons

learned”

Deliverable Number D4.1 Lead Beneficiary 1. UL

Deliverable Name Report “Achieving sustainability of JACARDI interventions: lessons learned”
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 46 Work Package No WP4

Description
Report produced

Deliverable D5.1 – Methodological framework

Deliverable Number D5.1 Lead Beneficiary 19. NIJZ

Deliverable Name Methodological framework
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 12 Work Package No WP5

Description
Documents on i) methodological framework for context analysis and scientific reviews (task 5.1); ii) implementation
of pilots together with glossary and transversal checklists (task 5.3); iii) guidance for implementation (task 5.4); iv)
Methodological framework for multi-dimensional pilots assessment (task 5.6)

Deliverable D5.2 – State of the art - Report of findings from the review and context analysis

Deliverable Number D5.2 Lead Beneficiary 8. FPG

Deliverable Name State of the art - Report of findings from the review and context analysis
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 18 Work Package No WP5

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Description
The report summarised the findings from task 5.1 and 5.4

Deliverable D5.3 – Report on pilot description, health, and economic outcomes assessment

Deliverable Number D5.3 Lead Beneficiary 6. UB

Deliverable Name Report on pilot description, health, and economic outcomes assessment
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 48 Work Package No WP5

Description
The report summarised findings of the data retrieved in task 5.6

Deliverable D5.4 – Action Plan on Synergies with action grants

Deliverable Number D5.4 Lead Beneficiary 1. ISS

Deliverable Name Action Plan on Synergies with action grants
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 12 Work Package No WP5

Description
The report summarised synergistic activities to be implemented between JACARDI and the action grants on “prevention
of NCDs – cardiovascular diseases, diabetes and other NCDs”. The due date might vary based on the duration of action
grants

Deliverable D5.5 – Final-Term Report on Synergies with action grants

Deliverable Number D5.5 Lead Beneficiary 1. ISS

Deliverable Name Final-Term Report on Synergies with action grants
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 36 Work Package No WP5

Description
The report summarised findings of the synergistic activities implemented between JACARDI and action grants on
“prevention of NCDs – cardiovascular diseases, diabetes and other NCDs”. The due date might vary based on the duration
of action grants

Deliverable D6.1 – Health literacy and health promotion and awareness of CVD and DM in
Europe - Final report of pilots and roadmap for scaling up

Deliverable Number D6.1 Lead Beneficiary 7. SpFrance

Deliverable Name Health literacy and health promotion and awareness of CVD and DM in Europe - Final
report of pilots and roadmap for scaling up

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Type R — Document, report Dissemination Level PU - Public

Due Date (month) 48 Work Package No WP6

Description
Report of the assessment of the pilots and results of the health literacy and health promotion and awareness of CVD
and DM in Europe. Development of a roadmap of the characteristics and factors to take into account and use to develop
program and implementation strategies

Deliverable D7.1 – Data quality and availability, accessibility and sharing of CVDs and DM in
Europe - Final report of pilots and roadmap for scaling up

Deliverable Number D7.1 Lead Beneficiary 6. THL

Deliverable Name Data quality and availability, accessibility and sharing of CVDs and DM in Europe -
Final report of pilots and roadmap for scaling up
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 48 Work Package No WP7

Description
Results and conclusions of the pilots and WP tasks included in a report and a roadmap for scaling up developed

Deliverable D8.1 – Screening high-risk populations and individuals - Final report of pilots and
roadmap for scaling up

Deliverable Number D8.1 Lead Beneficiary 1. Diabetes Liga

Deliverable Name Screening high-risk populations and individuals - Final report of pilots and roadmap for
scaling up
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 48 Work Package No WP8

Description
Report of the assessment of the pilots and results of the screening of CVD and DM in Europe. Development of a roadmap
of the characteristics and factors to take into account and use to develop program and implementation strategies

Deliverable D9.1 – Integrated care pathways of CVD and DM in Europe - Final report of
pilots and roadmap for scaling up

Deliverable Number D9.1 Lead Beneficiary 9. GOKVI

Deliverable Name Integrated care pathways of CVD and DM in Europe - Final report of pilots and
roadmap for scaling up
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 48 Work Package No WP9

Description

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Results and conclusions of the integrated care pathways pilots included in a report and a roadmap for scaling up developed

Deliverable D10.1 – Patients’ self-management of CVD and DM in Europe - Final report of

pilots and roadmap for scaling up

Deliverable Number D10.1 Lead Beneficiary 3. JUNTAEX

Deliverable Name Patients’ self-management of CVD and DM in Europe - Final report of pilots and
roadmap for scaling up
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 48 Work Package No WP10

Description
Results of pilot implementation and assessment, and roadmap for implementing/scaling up (digital and offline) CVD/
DM self-management support.

Deliverable D11.1 – Labour participation of people living with NCDs in Europe - Final report
of pilots and roadmap for scaling up

Deliverable Number D11.1 Lead Beneficiary 16. PUMS

Deliverable Name Labour participation of people living with NCDs in Europe - Final report of pilots and
roadmap for scaling up
Type R — Document, report Dissemination Level PU - Public
Due Date (month) 48 Work Package No WP11

Description
Final report on pilot implementation and assessment and roadmap for scaling up

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

LIST OF MILESTONES

Milestones
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Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date
No (month)
1 Kick-off meeting WP1 1-ISS At least one representative of each participating 1
country participated in the kick-off meeting
2 Consortium Agreement WP1 1-ISS All CAs and AEs signed the Consortium 6
Agreement
3 Establishment of the EB, SAB, StAB and WP1 1-ISS All JA partners and external experts appointed in 12
DPT the appropriated board
4 General Assembly intermediate meetings WP1 1-ISS At least one representative of each participating 36
country participated in each of the three GA
meeting (M12, M24, M36)
5 JACARDI Closing Meeting WP1 2-Sciensano At least one representative of each participating 48
country participated in the meeting
6 Technical Report (interim and final) WP1 1-ISS Interim (M24) and final (M48) reports submitted 48
7 Communication and Dissemination Strategy WP2 9-GOKVI Document developed and approved 5
8 Newsletters WP2 9-GOKVI Five online newsletters (M10-M20-M30-M40- 47
M47) will be dedicated to professional
stakeholders with the involvement of the
JACARDI Publication Policy Board
9 Webinars WP2 9-GOKVI Minimum one open-for-all webinar per technical 47
WP will be organised to disseminate WP results
during the last year of the project
10 Evaluation Team WP3 16-PUMS Evaluation Team composed of WP3 Leader 1
and Co-Leader, Scientific Coordinator and
Coordinator

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Milestones
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Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date
No (month)
11 JA Evaluation Plan WP3 16-PUMS Evaluation Plan approved by GA and EB 6
12 Methodology for context analysis and key WP4 19-NIJZ Document produced 2
stakeholders’ identification
13 Sustainability Action Plan methodology WP4 19-NIJZ Document produced 12
14 Training on science-to-policy interactions and WP4 1-OKFO Number of trained trainers: 48 Number of trained 36
communications partners: 300
15 Workshop on reporting the summary of WP5 1-ISS At least one representative of each all- 12
findings of context analysis and literature participating partners participates in the
review workshop
16 Establishment of the transversal synergy WP5 1-ISS Coordinators of JACARDI and the 6
groups JAPreventNCD participate in the group.
Representatives of the action grants on
“prevention of NCDs – cardiovascular diseases,
diabetes and other NCDs” participate in the group
17 Establishment of the Implementation Board WP5 19-NIJZ Leaders and Co-Leaders of task 5.3, 5.4 and 1
5.5. and Leaders and Co-Leaders of all project
WPs, Experts in equity and in cultural and ethnic
diversity and an expert in economic evaluation
participate
18 JACARDI Platform for data collection WP5 1-ISS All WP-Leaders and implementing partner 12
collaborate in populating the platform
19 WP6 - Mapping of available best practices/ WP6 7-SpFrance Findings summarised in a report which populates 12
interventions on health literacy and health D5.2. A workshop with all JA partners planned to
promotion and awareness to local needs and report the summary of findings (see MS15).
situation of pilot sites/countries
20 WP6 - Pilots Implementation Plans on health WP6 2-NOVA Each responsible of pilot attend a workshop to 15
share the Pilot Implementation Plan

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Milestones
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Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date
No (month)
literacy and health promotion and awareness
developed
21 WP6 - Pilots implemented WP6 10-INRCA The results from the WP6 pilots presented at the 42
JACARDI Closing Meeting
22 WP6 - Pilots’ data and indicators collected WP6 10-INRCA JACARDI Platform for data collection populated 42
with pilots’ data
23 WP7 - Development of the framework WP7 2-SERMAS-FIBH12O A document produced 6
including all the information needed to
describe the status of diabetes and CVD and
their determinant
24 WP7 - Mapping to identify gaps and needs for WP7 2-SERMAS-FIBH12O All countries performed the mapping and a 18
pilots’ implementation document produced, which populates D5.2. A
workshop with all JA partners planned to report
the summary of findings (see MS15).
25 WP7 - Pilot Implementation Plans developed WP7 2-SERMAS-FIBH12O All pilot sites provide a plan including 24
the description of their pilots and their
implementation (M18-M24)
26 WP7 - Presentation of the specific tools WP7 1-CNIC A document produced 36
designed to show the value and utility of data
in diabetes & CVD
27 WP7 - Pilots implemented WP7 1-CNIC Implementing partners carried out and reported 45
on their pilots. Results reported during the
JACARDI Closing Meeting
28 WP8 - Mapping of available best practices/ WP8 19-NIJZ The results were summarised in a report, which 12
interventions on screening and situation of populates D5.2) and shared in a workshop with
pilot sites/countries all JA partners (see MS15)

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Milestones
Grant Preparation (Milestones screen) — Enter the info.

Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date
No (month)
29 WP8 - Standardised screening protocols for WP8 1-Diabetes Liga Protocols published online 18
CV and DM risk
30 WP8 - Training materials for the screening of WP8 6-THL Training materials published online. At least 24
diabetes and CVD and their risk factors and one representative of all implementing partners
related training workshops attended the training workshop
31 WP8 - Pilots implemented WP8 1-ISS The results from the WP8 pilots presented at the 45
JACARDI Closing Meeting
32 WP8 - Pilots’ data and indicators collected WP8 1-ISS JACARDI Platform for data collection populated 45
with pilots’ data
33 WP9 - Mapping of patient care and WP9 10-KG The results were summarised in a report, which 8
service pathways implementation needs at all populates D5.2, and shared in a workshop with all
implementation sites identified JA partners (see MS15)
34 WP9 - Pilot Implementation Plans developed WP9 1-ISS Each responsible of pilot attend a workshop to 12
share the Pilot Implementation Plan
35 WP9 - Pilots implemented WP9 3-UAntwerpen The results from the WP9 pilots are presented at 36
the JACARDI Closing Meeting
36 WP9 - Pilots’ data and indicators collected WP9 1-ISS JACARDI Platform for data collection populated 46
with pilots’ data
37 WP10 - Mapping self-management support WP10 2-SERMAS-FIBH12O Regional/National needs internal report. The 9
needs results will be summarised in a report, which
populates D5.2, and shared in a workshop with all
JA partners (see MS15)
38 WP10 - Pilot Implementation Plans developed WP10 20-FUNDESALUD Pilot Implementation Plans prepared 15
39 WP10 - Pilot implemented WP10 3-JUNTAEX Data collected from pilots. Results reported at the 39
JACARDI Closing Meeting

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Milestones
Grant Preparation (Milestones screen) — Enter the info.

Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date
No (month)
40 WP10 - All relevant data and indicators WP10 12-Marche Templates and tools requested by WP5. 48
collected JACARDI Platform for data collection populated
with pilots’ data
41 WP11 - Mapping of factors affecting labour WP11 16-PUMS The results were summarised in a report, which 9
participation of people with NCDs in piloting populates D5.2, and shared in a workshop with all
countries JA partners (see MS15)
42 WP11 - Pilot Implementation Plan developed WP11 16-PUMS WP11 Leaders and implementing partners 12
progress reports. List of pilots with specific
indicators, presentations
43 WP11 - Pilots implemented WP11 16-PUMS Data collected from pilots. Results reported at the 36
JACARDI Closing Meeting
44 WP11 - All relevant data and indicators WP11 16-PUMS Templates and tools requested by WP5. 36
collected JACARDI Platform for data collection be
populated with pilots’ data
45 WP11 - Optimising the working environment WP11 16-PUMS WP11 Leaders and partners progress reports. 48
of people living with NCDs (CVD and DM in Lists of participants and enterprises where the
particular) pilots were implemented.
46 1st synergies meeting WP5 1-ISS JACARDI Coordinator, Scientific Coordinator 8
and the representatives of the action grants on
“prevention of NCDs – cardiovascular diseases,
diabetes and other NCDs” participate in the
meeting
47 2nd synergies meeting WP5 1-ISS JACARDI Coordinator, Scientific Coordinator 18
and the representatives of the action grants on
“prevention of NCDs – cardiovascular diseases,
diabetes and other NCDs” participate in the
meeting

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Milestones
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Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date
No (month)
48 Final conference on synergies with action WP5 1-ISS JACARDI Coordinator, Scientific Coordinator 36
grants and the representatives of the action grants on
“prevention of NCDs – cardiovascular diseases,
diabetes and other NCDs” participate in the
meeting. The timing of this conference will be
addressed in the first synergies meeting based on
the duration of action grants

LIST OF CRITICAL RISKS

Critical risks & risk management strategy

Grant Preparation (Critical Risks screen) — Enter the info.

Risk Description Work Package Proposed Mitigation Measures

number No(s)
1 Lack of coordination among partnership Likelihood: WP1, WP7, WP2, Preventive measure: All partners have been involved in the project development showing
Low | Impact: High WP3, WP6, WP8, strong coordination. Several worked together in previous projects. An adequate number of
WP11, WP4, WP9, face-to-face and virtual meetings have been foreseen. Management structure and procedures
WP5, WP10 are clearly defined to outline precise responsibilities. Corrective measure: The Coordinator,
the Scientific Coordinator and the WP Leaders and Co-Leaders will provide extra support to
partners. Additional virtual meetings will be planned, and work will be reorganised in a way
to ensure each partner has a thorough understanding of its role, tasks, and deadlines
2 Internal conflicts within the partnership Likelihood: WP1, WP7, WP2, Preventive measure: partners share the vision of the project and are highly committed.
Low | Impact: High WP3, WP6, WP8, Fast communication channels and online meetings will outline any possible problem. A
WP11, WP4, WP9, Consortium Agreement will be signed. Corrective measure: The Coordinator will convene
WP5, WP10 the Executive Board if a conflict arises. Parties will seek to settle disputes amicably and find

51
Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Critical risks & risk management strategy

Grant Preparation (Critical Risks screen) — Enter the info.

Risk Description Work Package Proposed Mitigation Measures

number No(s)
a shared solution to the conflict. Otherwise, specific procedures will be applied as outlined
in the Consortium Agreement.
3 Delays due to partners’ internal work and/or due WP1, WP7, WP2, Preventive measure: the management tools and procedures will allow the consortium to
to envisaged procedure for quality assurance of WP3, WP6, WP8, timely spot if certain delays may arise during the production of a significant output of the
deliverables Likelihood: Low | Impact: Medium WP11, WP4, WP9, project. Corrective measure: A delay of deliverables or other relevant actions of the project
WP5, WP10 will be timely reported to the EC and a new delivery date agreed, without major impacts on
the rest of tasks. The Coordinator, as well as the WP Leaders, will help to execute the work
and, whenever possible, commit more efforts and personnel from their side, to minimise the
risk of delay for important project outputs. If unsuccessful, the quality revision procedure for
deliverables will be revised with the consortium and updated.
4 Insufficient capabilities of one partner/replacement WP1, WP7, WP2, Preventive measure: Partners have been involved in the project development and had already
of human resources within one organisation WP3, WP6, WP8, shown their expertise and skills. Corrective measure: The management plan, scheduled
Likelihood: Low | Impact: Medium WP11, WP4, WP9, regular meetings, and established management procedures will highlight at an early stage
WP5, WP10 when some tasks cannot be accomplished by one partner and the capabilities or the other
partners in the consortium should easily allow to substitute the poorly performing partner.
Increased support to new human resources entering the project will be provided, whenever
possible, by Coordinator, WP Leaders-Co-Leaders and task Leaders-Co-Leaders.
5 Budget constraints and underestimation of needed WP1, WP7, WP2, Preventive measure: The budget has been estimated in detail for each task also identifying
efforts in specific tasks Likelihood: Low | Impact: WP3, WP6, WP8, needs for external subcontracting. Corrective measure: Transfer of budget among category
Medium WP11, WP4, WP9, costs and/or from one partner to another could be envisaged. The coordinator will closely
WP5, WP10 follow up each task. If needed, redirection of personnel and material resources to ensure the
objectives, results and impacts as stated.
6 Withdrawal of partners. Even unrelated to the WP1, WP7, WP2, Preventive measure: Partners have been involved in the project development and had already
project, a partner could decide to discontinue the WP3, WP6, WP8, shown their commitment. Corrective measure: the Coordinator will prepare a proposal
collaboration and formally leave the consortium. WP11, WP4, WP9, for replacement of activities, including possible partial or total reallocation to existing
Likelihood: Low | Impact: Medium WP5, WP10 partners. A contract amendment will be agreed with the consortium and proposed to the
EC. The Consortium Agreement will foresee a procedure dealing with withdrawal and/or
replacement.

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Critical risks & risk management strategy

Grant Preparation (Critical Risks screen) — Enter the info.

Risk Description Work Package Proposed Mitigation Measures

number No(s)
7 Difficulties in pilot implementation Likelihood: WP7, WP6, WP8, Preventive measure: The consortium has established a clear and progressive methodology
Medium | Impact: High WP11, WP9, WP10 for pilot implementation, while also ensuring adequate monitoring and evaluation. A
methodological framework will be developed to ensure the harmonisation of design,
implementation, monitoring, and reporting of pilot implementations. The methodology will
be tailored to address the specific needs of WP6-11. Additionally, capacity building and
support activities will be organised to facilitate the application of the methodologies during
the different phases of pilot design, implementation, and reporting.
Additionally, an Implementation Board is envisaged. Corrective measure: If any pilot site
experiences issues or delays in pilot implementation, the Coordinator and WP5 Leader, Co-
Leader, and task 5.4 and 5.5 Leaders and Co-Leaders will provide specific extra support.
8 Pilot assessment hampered by barriers in data WP7, WP6, WP8, Preventive measure: A viable methodological framework for the assessment will be
collection and analysis in implementation site WP11, WP9, WP10 developed. During the development of the framework, two workshops will be held, involving
Likelihood: Low | Impact: Medium experts and implementing partners. A central team will provide support to pilots, starting
from the pilot design phase, in the implementation of each step and component of the
assessment framework. A standardised data form will be developed to be applied to all pilots.
The JACARDI Platform for data collection will be developed and tested by ISS. Guidance
documents will be made available.
Corrective measure: Additional support, site visits and/or individual meetings will be planned
with the specific pilot site
9 Data protection and data sharing could not be WP1, WP7, WP2, Preventive measure: A Data Protection Team will be appointed to ensure that the data
complied Likelihood: Low | Impact: Medium WP3, WP6, WP8, protection rules are respected. Corrective measure: Data Protection Team and all CAs will
WP11, WP4, WP9, ensure data protection compliance within the CAs and AEs.
WP5, WP10
10 Dissemination of results does not reach the WP1, WP7, WP2, Preventive measure: WP2 has envisaged a comprehensive communication and dissemination
expected populations and different cultures WP3, WP6, WP8, strategy, communication training from high level experts, and involvement of key
environments may challenge the communication WP11, WP4, WP9, stakeholders. Corrective measure: Increase the use of the partner networks and use diverse
efficacy Likelihood: Low | Impact: Medium WP5, WP10 scientific as well as press and social media, to target specific populations. Clear, open and
to-the-point communication with respect to cultural differences.
11 Possible work overload and burn-out Likelihood: WP1, WP7, WP2, Preventive measure: JACARDI has been built on open communication, cooperation and
Medium | Impact: Medium WP3, WP6, WP8, support, where mental health and wellbeing are primarily advocate. Corrective measure:

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Project: 101126953 — JACARDI — EU4H-2022-JA-IBA

Critical risks & risk management strategy

Grant Preparation (Critical Risks screen) — Enter the info.

Risk Description Work Package Proposed Mitigation Measures

number No(s)
WP11, WP4, WP9, Increase support and work sharing, possible specific relaxation activities/techniques can be
WP5, WP10 envisaged, if needed
12 Possible new outbreaks of Covid-19 or other WP1, WP7, WP2, Preventive measure: the JA has been developing virtual meetings
international crises such as expansion of war in WP3, WP6, WP8, Corrective measure: virtual meetings and activities will be planned and alternative ways to
Ukraine may limit travelling and implementation of WP11, WP4, WP9, implement pilots will be explored
pilots Likelihood: Low | Impact: Medium WP5, WP10
13 Difficulties in the adaptation of WP5 methodology WP7, WP6, WP8, Preventive measure: The consortium has established capacity building sessions, constant
within technical WP Likelihood: Low | Impact: High WP11, WP9, WP10 support from WP5 and monitoring of the application of methodology within the technical
WPs.
Corrective measure: If any pilot site experiences issues in methodology adaptation the
Coordinator and WP5 Leader, Co-Leader and WP5 tasks Leaders and Co-Leaders will
provide specific extra support.

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