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Call key data
Innovative tools and services to manage and empower energy communities
Funding Program
Horizon Europe: Cluster 5 - Climate, Energy and Mobility
Call number
HORIZON-CL5-2026-02-D3-20
deadlines
Opening
16.09.2025
Deadline
17.02.2026 17:00
Funding rate
70%
Call budget
€ 20,000,000.00
Estimated EU contribution per project
€ 10,000,000.00
Link to the call
Link to the submission
Call content
short description
The project should benefit from the direct participation of energy communities, smart appliances manufacturers, home energy devices manufacturers, home and building energy management system developers, Distribution System Operators (DSOs), and aggregators.
Call objectives
The project should:
- Develop innovative and open-source tools for managing shared energy community assets (e.g., energy storage facilities) and optimising energy community management (e.g., selection and switching of aggregators, preparation and trading of smart contracts, peer-to-peer and energy sharing, self-consumption);
- Develop open-source tools for forecasting, prediction and advanced data analysis using AI tools and in-depth data analysis for customers and prosumers for autonomous optimisation of consumption, production, storage, smart devices (appliances), and electric vehicle (EV) both at household and energy community levels;
- Extend DSO SCADA and substation systems for autonomous control of grid assets and seamlessly integrate these systems with home and building energy management systems for direct and fast control and data acquisition to implement local (distribution) grid services (constrain alleviation, grid reconfiguration, restoration of supply, maintenance, and enhancement of energy quality), real-time assessment and monetisation of the use of grid resources;
- Integrate the three elements above as a basis to establish a platform for cooperation between individual customers or prosumers, entire energy communities, wide area aggregators, and DSOs to provide, acquire, and settle energy system-oriented services (system-wide balancing, support of frequency regulation). The cooperation platform should be based on a plug-and-play integration of the energy community eco-system components (hardware and software), using and extending relevant communication standards and data models. The integration mechanism should be embedded within the core systems used by customers/prosumers, DSO (and TSO), aggregators and market operators, fully aligned with SGAM;
- Develop tailored security solutions for private and public communication networks used by IoT apps and devices (smart appliances) across energy carriers;
- Ensure the follow-up and implementation of EU policy measures, including by conducting quality assessments and introducing national community energy targets;
- Foster institutional allies at local and regional levels;
- Provide access to and capacities for using digital planning tools;
- Identify the barriers for network operators (e.g. legal, economic, regulatory etc.) who want to introduce smart consumption options for their customers.
Preferably semantically interoperable interactions, as enabled by the ETSI SAREF ontologies, are used. Furthermore, the project should follow the IEC TR 63097 Smart Grid Roadmap, and where relevant, the developed solutions should be open for off-shelf integration using common communication and data standards.
In order to comply with Article 33, 36 and 54 of Directive (EU) 2019/944, TSOs or DSOs participating in this project should not own, develop, manage or operate energy storage facilities or recharging points for electric vehicles. Moreover, the role of the distribution system operator in facilitating peer to peer trading should be without prejudice to the rules in Article 35 Directive (EU) 2019/944.
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Expected effects and impacts
The developed solutions have to be tested within, at least, three energy communities from different European countries, preferably in regions with different socio-economic development contexts and different resource availabilities. Technical and social characteristics should be used in the project to validate the developed solutions' credibility. The demonstration sites should cover complex and technologically advanced energy communities, each located within the range of neighbouring secondary substations supplying a variety of customers/prosumers with close-to-autarky local energy generation, a range of energy vectors, a significant share of storage facilities, and flexible topology already available or to be achieved as an integral part of the project. The secondary substation should be already equipped with advanced monitoring and control systems.
In order to increase the replication potential of the deployed solutions the three energy communities are invited to closely collaborate with similar energy communities.
The selected projects are expected to contribute to the BRIDGE initiative and actively participate in its activities. Additional contributions to the ‘Alliance for Internet of Things Innovation’ (AIOTI) and other relevant activities (e.g., clusters of digital projects and coordinating actions) might be considered when relevant.
In particular, this topic requires the effective contribution of SSH disciplines and the involvement of SSH experts, institutions as well as the inclusion of relevant SSH expertise, in order to produce meaningful and significant effects enhancing the societal impact of the related research activities.
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Expected results
Project results are expected to contribute to all of the following expected outcomes:
- Integration of home and building assets in an efficient way based on common Internet of Things (IoT) communication standards for smart homes and using SGAM architecture and data models (e.g., IEC CIM) for load, generation and storage devices;
- Facilitate local energy trading and distributed grid-oriented services using micro market and transactions (e.g., peer-to-peer) and improve the market participation for citizens;
- Enhance the integration of energy communities in European energy grids and increase the renewable energy share and use of flexibility by providing transparent and efficient market-based cost sharing mechanisms;
- Increase the security of data exchange, for prosumer and customer resources, and independent (commercial) asset operators;
- Increase synergies using a cross-sectoral approach (e.g., electricity, gas, mobility, heating/cooling) at the level of citizens and/or energy communities;
- Empower local governments and intermediaries, strengthen overall community energy policies in EU Member States and enhance tool accessibility and user capacity at local level to promote a decentralised and co-owned energy transition.
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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)
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 45 pages.
Activities are expected to achieve TRL 7-8 by the end of the project. Activities may start at any TRL.
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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