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Call key data
Monitoring and Evaluation of the Societal Readiness Pilot
Funding Program
Horizon Europe: Cluster 5 - Climate, Energy and Mobility
Call number
HORIZON-CL5-2026-01-D2-09
deadlines
Opening
16.09.2025
Deadline
20.01.2026 17:00
Funding rate
100%
Call budget
€ 1,500,000.00
Estimated EU contribution per project
€ 1,500,000.00
Link to the call
Link to the submission
Call content
short description
The European Commission has a strong interest in learning from the implementation of Societal Readiness actions piloted in eight topics from the Cluster 5 work programme 2025, and resulting in an estimate of eighteen projects to be implemented. Conclusions on the pilot’s monitoring and evaluation will be the basis for the European Commission’s decision to replicate further these actions, to improve its implementation and possibly widen its use to other fields of application.
Call objectives
The instructions and definitions applying to pilot topics are included in the introduction of the Horizon Europe Main Work Programme 2025 for Climate, Energy and Mobility.
The action is expected to analyse the way Societal Readiness is addressed and integrated in piloted projects and help in designing an efficient, clear, and impactful way of applying a Societal Readiness approach in future EU funded R&I projects with a true interdisciplinary collaboration.
The project selected should address all of the following actions:
- Make a consolidated analysis:
- on the way Societal Readiness is considered and integrated in the Descriptions of the Actions of selected pilot-projects in terms of content (e.g., the type of Responsible Research and Innovation (RRI) guiding questions chosen and related methodology), implementation (e.g., SR related work distribution and partners) and methodology. Assess the level, timing, and quality of interactions between SSH and STEM partners during the proposal preparation.
- of all First reports on Societal Readiness to be delivered by the selected pilot-projects. Assess the way SR consideration unfolds from the Description of the Actions’ methodology, observe how guiding questions are addressed and plan to respond to the concerns identified. Compare the various ‘SR visions’ put forward by each consortium.
- of all Final reports on Societal Readiness to be delivered by the selected pilot-projects. Assess the various projects’ experiences, challenges and lessons learned during the actual implementation of the Societal Readiness activities, looking at the participation and type of external actors in co-design methods, responses to SR guiding questions, possible adjustment of R&I activities.
Mid-project recommendations based on the two first points are expected in order to give a preliminary sense of directionality for future Societal Readiness projects.
- Analyse the various interdisciplinarity mechanisms (SSH vs. STEM, collaboration with societal stakeholders) across pilot-projects as well as their effectiveness in practice. Identify successful interdisciplinary approaches and less successful ones. Possible evolutions in partners behaviours, or changes in interdisciplinary strategies should be identified. The degree of involvement from partners in SR activities, as well as the way they perceive them (in a positive or negative way) should also be scrutinised. This analysis should result in a publication with concrete tips helping future project partners integrating implementable, efficient, and well-accepted interdisciplinary practices both within consortia and towards external actors.
- Organise annual workshops in physical format to allow all pilot project representatives to meet, interact and exchange experiences periodically. Travel costs for all participants are to be covered by this action.
- Set up a public web platform during the action duration, to provide a direct source of support to future SR users, including examples of SR pathways, do’s and don’ts, tips and tricks specifically tailored to facilitate the use and understanding of the European Commission’s approach on Societal Readiness. A survey submitted beforehand to pilot-projects partners could be envisaged to help in defining those needs. The platform should be updated and completed on a regular basis.
- Eventually provide a set of recommendations to the European Commission taking stock of the work achieved as well as of the recommendations elaborated by pilot-projects in their Final reports on Societal Readiness. Practical improvements of the current Societal Readiness approach should be proposed to overcome identified shortcomings, while at the same time, acknowledging the successful aspects of the current approach. The overall Societal Readiness vision should be kept in mind when providing those recommendations, while aiming at keeping a lowest level of implementation complexity, a highest degree of understandability (including for non-SSH experts) and replicability to various technology maturities and fields of applications, as well as a strong interdisciplinary component.
An analysis of the added value of SR pilot topics compared to SSH-flagged-only-topics within Cluster 5 as well as of other relevant Societal Readiness routes (e.g. at national level) applied to R&I projects in the area of Climate, Energy and/or Mobility should be performed. Successful practices identified may complement recommendations to be provided to the Commission.
Information on e.g. on perceptions, feelings, concerns, past experiences on ways of working that is not translated into projects’ documents should be collected via direct interactions (bilateral discussions with respective project partners).
The action should also initiate similar monitoring activities on Societal Readiness pilot projects funded under future Horizon Europe work programmes, whenever operational phases of this action and new pilot projects overlap.
The proposed action requires the effective contribution of relevant SSH disciplines including the involvement of SSH experts to proficiently support the monitoring and evaluation of Societal Readiness pilot-projects in Cluster 5 work programme 2025.
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Expected results
Societal Readiness (SR) is an indicator of R&I results, expressing they have accounted for different societal needs and concerns, thereby increasing their potential for societal uptake.
The project is expected to contribute to all of the following outcomes:
- The European Commission has a comprehensive overview on the way Societal Readiness is addressed and integrated in piloted projects, and main challenges and concerns are identified;
- A proven strategy to intensify collaboration between STEM and SSH partners led to in-depth interdisciplinary work in R&I projects. All involved project constituencies and relevant parts of society are accounted for in an integrated way to ensure broad and sustainable support for R&I solutions;
- The next generation of Societal Readiness projects benefits from current pilot projects’ experiences, success stories and do’s and don’ts thanks to a public web platform, acting as a one-stop-shop for Societal Readiness for future EU projects;
- The European Commission is equipped with a sound, clear, and replicable procedure – both at implementation and content level – presented as an improvement of the current approach, to address Societal Readiness effectively in future EU funded R&I projects.
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Eligibility Criteria
Regions / countries for funding
Moldova (Moldova), Albania (Shqipëria), Armenia (Հայաստան), Bosnia and Herzegovina (Bosna i Hercegovina / Босна и Херцеговина), Canada, Faeroes (Føroyar / Færøerne), Georgia (საქართველო), Iceland (Ísland), Israel (ישראל / إِسْرَائِيل), Kosovo (Kosova/Kosovë / Косово), Montenegro (Црна Гора), New Zealand (Aotearoa), North Macedonia (Северна Македонија), Norway (Norge), Serbia (Srbija/Сpбија), Tunisia (تونس /Tūnis), Türkiye, Ukraine (Україна), United Kingdom
eligible entities
EU Body, Education and training institution, International organization, Non-Profit Organisation (NPO) / Non-Governmental Organisation (NGO), Other, Private institution, incl. private company (private for profit), Public Body (national, regional and local; incl. EGTCs), Research Institution incl. University, Small and medium-sized enterprise (SME)
Mandatory partnership
Yes
Project Partnership
To be eligible for funding, applicants must be established in one of the following countries:
- the Member States of the European Union, including their outermost regions
- the Overseas Countries and Territories (OCTs) linked to the Member States
- countries associated to Horizon Europe - see list of particpating countries
Only legal entities forming a consortium are eligible to participate in actions provided that the consortium includes, as beneficiaries, three legal entities independent from each other and each established in a different country as follows:
- at least one independent legal entity established in a Member State; and
- at least two other independent legal entities, each established in different Member States or Associated Countries.
Any legal entity, regardless of its place of establishment, including legal entities from non-associated third countries or international organisations (including international European research organisations) is eligible to participate (whether it is eligible for funding or not), provided that the conditions laid down in the Horizon Europe Regulation have been met, along with any other conditions laid down in the specific call topic.
A ‘legal entity’ means any natural or legal person created and recognised as such under national law, EU law or international law, which has legal personality and which may, acting in its own name, exercise rights and be subject to obligations, or an entity without legal personality.
other eligibility criteria
Specific cases:
- Affiliated entities (i.e. entities with a legal or capital link to a beneficiary which participate in the action with similar rights and obligations to the beneficiaries, but which do not sign the grant agreement and therefore do not become beneficiaries themselves) are allowed, if they are eligible for participation and funding.
- Associated partners (i.e. entities which participate in the action without signing the grant agreement, and without the right to charge costs or claim contributions) are allowed, subject to any conditions regarding associated partners set out in the specific call conditions.
- Entities which do not have legal personality under their national law may exceptionally participate, provided that their representatives have the capacity to undertake legal obligations on their behalf, and offer guarantees to protect the EU’s financial interests equivalent to those offered by legal persons.
- Legal entities created under EU law (EU bodies) including decentralised agencies may be part of the consortium, unless provided for otherwise in their basic act.
- International European research organisations are eligible to receive funding. International organisations with headquarters in a Member State or Associated Country are eligible to receive funding for ‘Training and mobility’ actions or when provided for in the specific call/topic conditions. Other international organisations are not eligible to receive funding, unless provided for in the specific call/topic conditions, or if their participation is considered essential for implementing the action by the granting authority.
- Joint Research Centre (JRC)— Where provided for in the specific call conditions, applicants may include in their proposals the possible contribution of the JRC but the JRC will not participate in the preparation and submission of the proposal. Applicants will indicate the contribution that the JRC could bring to the project based on the scope of the topic text. After the evaluation process, the JRC and the consortium selected for funding may come to an agreement on the specific terms of the participation of the JRC. If an agreement is found, the JRC may accede to the grant agreement as beneficiary requesting zero funding or participate as an associated partner, and would accede to the consortium as a member.
- Associations and interest groupings — Entities composed of members (e.g. European research infrastructure consortia (ERICs)) may participate as ‘sole beneficiaries’ or ‘beneficiaries without legal personality’. However, if the action is in practice implemented by the individual members, those members should also participate (either as beneficiaries or as affiliated entities, otherwise their costs will NOT be eligible.
- EU restrictive measures — Entities subject to EU restrictive measures under Article 29 of the Treaty on the European Union (TEU) and Article 215 of the Treaty on the Functioning of the EU (TFEU) as well as Article 75 TFEU, are not eligible to participate in any capacity, including as beneficiaries, affiliated entities, associated partners, third parties giving in-kind contributions, subcontractors or recipients of financial support to third parties (if any).
- Legal entities established in Russia, Belarus, or in non-government controlled territories of Ukraine — Given the illegal invasion of Ukraine by Russia and the involvement of Belarus, there is currently no appropriate context allowing the implementation of the actions foreseen in this programme with legal entities established in Russia, Belarus, or in non-government controlled territories of Ukraine. Therefore, even where such entities are not subject to EU restrictive measures, such legal entities are not eligible to participate in any capacity. This includes participation as beneficiaries, affiliated entities, associated partners, third parties giving in-kind contributions, subcontractors or recipients of financial support to third parties (if any). Exceptions may be granted on a case-by-case basis for justified reasons.
With specific regard to measures addressed to Russia, following the adoption of the Council Regulation (EU) 2024/1745 of 24 June 2024 (amending Council Regulation (EU) No 833/2014 of 31 July 2014) concerning restrictive measures in view of Russia’s actions destabilising the situation in Ukraine, legal entities established outside Russia but whose proprietary rights are directly or indirectly owned for more than 50% by a legal person, entity or body established in Russia are also not eligible to participate in any capacity. - Measures for the protection of the Union budget against breaches of the principles of the rule of law in Hungary — Following the Council Implementing Decision (EU) 2022/2506, as of 16 December 2022, no legal commitments can be entered into with Hungarian public interest trusts established under the Hungarian Act IX of 2021 or any entity they maintain. Affected entities may continue to apply to calls for proposals and can participate without receiving EU funding, as associated partners, if allowed by the call conditions. However, as long as the Council measures are not lifted, such entities are not eligible to participate in any funded role (beneficiaries, affiliated entities, subcontractors, recipients of financial support to third parties, etc.).In case of multi-beneficiary grant calls, applicants will be invited to remove or replace that entity in any funded role and/or to change its status into associated partner. Tasks and budget may be redistributed accordingly.
Additional information
Topics
Relevance for EU Macro-Region
EUSAIR - EU Strategy for the Adriatic and Ionian Region, EUSALP - EU Strategy for the Alpine Space, EUSBSR - EU Strategy for the Baltic Sea Region, EUSDR - EU Strategy for the Danube Region
UN Sustainable Development Goals (UN-SDGs)
project duration
42 months
Additional Information
Applications must be submitted electronically via the Funders & Tenders Portal electronic submission system (accessible via the topic page in the Search Funding & Tenders section). Paper submissions are NOT possible.
Applications must be submitted using the forms provided inside the electronic submission system (not the templates available on the topic page, which are only for information). The structure and presentation must correspond to the instructions given in the forms.
Applications must be complete and contain all parts and mandatory annexes and supporting documents.
The application form will have two parts:
- Part A (to be filled in directly online) contains administrative information about the applicant organisations (future coordinator and beneficiaries and affiliated entities), the summarised budget for the proposal and call-specific questions;
- Part B (to be downloaded from the Portal submission system, completed and then assembled and re-uploaded as a PDF in the system) contains the technical description of the project.
Annexes and supporting documents will be directly available in the submission system and must be uploaded as PDF files (or other formats allowed by the system).
The limit for a full application (Part B) is 33 pages.
Eligible costs will take the form of a lump sum as defined in the Decision of 7 July 2021 authorising the use of lump sum contributions under the Horizon Europe Programme – the Framework Programme for Research and Innovation (2021-2027) – and in actions under the Research and Training Programme of the European Atomic Energy Community (2021-2025). It is mandatory to submit a detailed budget table using the template available in the Submission system.
Call documents
Horizon Europe Work Programme 2025 Cluster 5 - Climate, Energy and MobilityHorizon Europe Work Programme 2025 Cluster 5 - Climate, Energy and Mobility(2548kB)
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