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Call key data
Efficiency and effectiveness of investment in high-quality education and training
Horizon Europe - Cluster 2 - Destination 3: Innovative research on social and economic transformations
Estimated EU contribution per project
between € 2,000,000.00 and € 3,000,000.00
Link to the call
Link to the submission
Effective and efficient investment in education and training at all educational levels and for all age groups is a prerequisite for enhancing quality and inclusiveness of the education and training systems, improving the education outcomes, meeting the European Education Area objectives and targets, as well as for driving sustainable growth, improving well-being, and building a more inclusive society. The Commission launched an Expert Group on Quality Investment in Education and Training focusing on teachers and trainers, digital education, education infrastructure and learning environments and equity and inclusion.
Investing effectively and efficiently in education and training has a potential to aid the recovery and contribute to the green and digital transitions of the education and training sector. However, most of the empirical evidence on the evaluation of education and training policies comes from the United States or the United Kingdom. More analysis in EU Member States and Associated Countries is necessary to know if promising policies identified in the academic literature would be effective in a different local context. Moreover, a cost-benefit analysis of the policy measures evaluated is rarely available. Proposals should select education and training policy measures or programmes and assess their effectiveness to improve learning outcomes and measures of equity and inclusion in education and training systems, considering the situation of learners facing disadvantages, and including adult learning. Proposals could complement the quantitative research methods analysis with qualitative research methods. Proposals should also evaluate the costs associated with the policy measures or programmes analysed. Close cooperation with authorities responsible for the education and training policies analysed at the relevant level of Government is essential and should be ensured. Proposals should improve knowledge about the links between the outcomes of policy actions or programmes and their specific contexts, and about conditions for success to enhance the EU value-added. Clustering and cooperation with other selected projects under this call and other relevant projects are strongly encouraged.
- Design, develop and use methodologies to evaluate the effectiveness and efficiency of specific policy measures or programmes in the field of education and training based on rigorous quantitative research methods, for example randomised controlled trials, natural experiments or other statistical techniques to perform causal evaluations.
- Gather evidence to assess costs and benefits to compare the efficiency of policy measures or programmes.
- Identify education and training policies ensuring an efficient use of public resources to improve learning outcomes, as well as measures of equity and inclusion of education and training systems.
- Develop policy recommendations to inform policy measures, programmes, future evaluations and actions in the field of education and training.
Regions / countries for funding
Moldova (Moldova), Albania (Shqipëria), Armenia (Հայաստան), Bosnia and Herzegovina (Bosna i Hercegovina / Босна и Херцеговина), Faeroes (Føroyar / Færøerne), Georgia (საქართველო), Island (Ísland), Israel (ישראל / إِسْرَائِيل), Kosovo (Kosova/Kosovë / Косово), Montenegro (Црна Гора), Morocco (المغرب), North Macedonia (Северна Македонија), Norway (Norge), Serbia (Srbija/Сpбија), Tunisia (تونس /Tūnis), Türkiye, Ukraine (Україна), United Kingdom
EU Body, Education and training institution, International organization, Natural Person, 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)
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
- third 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.
- Affiliated entities — 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 — 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 without legal personality — 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.
- EU bodies — Legal entities created under EU law including decentralised agencies may be part of the consortium, unless provided for otherwise in their basic act.
- 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
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)
All proposals 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.
Proposals must be complete and contain all parts and mandatory annexes and supporting documents, e.g. plan for the exploitation and dissemination of the results including communication activities, etc.
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.