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Call key data
Energy Management Systems for flexibility services
Horizon Europe - Cluster 5 - Destination 3: Sustainable, secure and competitive energy supply
Estimated EU contribution per project
Link to the call
Link to the submission
The selected projects should propose recommendations how current products, markets and market processes for flexibility should be adapted to accommodate new services and/or fully benefit from the potential these improved energy management services will bring.
Projects are expected to:
- Develop solutions to aggregate flexibility from different (types of) energy consumers that use different energy management systems to develop interoperable solutions to optimise the energy management systems and valorise its flexibility in wholesale markets and for balancing and/or congestion management services).
- Define and demonstrate the type of flexibility services that clusters of smart buildings and smart industrial sites can provide.
- Cooperate with (one or more) TSOs and/or DSOs, preferably making use of day-to-day operational flexibility markets (i.e. not R&I projects or regulatory sandboxes).
- Include at least 3 different energy management systems in case of industry, or 5 in case of buildings, developed by different technology providers and that use different protocols/standards/proprietary solutions for the energy management system.
- Involve at least 3 different energy system management service companies in case of industry, or 5 in case of buildings.
- Include at least 2 aggregators to ensure that developed solutions are based on standards and to avoid proprietary solutions.
- Include at least 1 home appliances producer in case of buildings. To ensure interoperability and integration into the grid, specific demonstrators will make use of operational end-to-end architectures, digital platforms and other data exchange infrastructure for the energy system being developed under ongoing Horizon 2020, Horizon Europe as well as under other EU programs such as the Digital Europe Program. Preferably semantically interoperable interactions, as enabled by the ETSI SAREF ontologies, are used.
Design and demonstrate appropriate concepts for acquiring and activating flexibility (implicit and explicit) that allow to maximally benefit from the potential of these new services. The project should demonstrate or recommend how the coordination and cooperation between TSO and DSO has to be organized to adopt the different concepts for services, products and markets.
The selected projects are expected to contribute to the BRIDGE initiative, actively participate to its activities and allocate up to 2% of their budgets to that end. 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.
Project results are expected to contribute to all of the following expected outcomes:
- Contribute to the use of smart buildings and smart industrial sites for the integration of renewables in the energy system in an efficient way.
- Demonstrate aggregation of multiple (building or industrial) energy management systems to provide flexibility services (wholesale market price signals, demand response, flexible production, smart charging, balancing & frequency services, congestion management) to the electricity network.
- Demonstrate interoperability and data exchange technologies to aggregate data from different sources and in different formats through cooperation between aggregators and energy management system developers.
- Piloting and demonstration of flexibility pool operations at the local and regional levels.
Regions / countries for funding
Moldova (Moldova), Albania (Shqipëria), Armenia (Հայաստան), Azerbaijan (Azərbaycan), Belarus (Беларусь), 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), New Zealand (Aotearoa), North Macedonia (Северна Македонија), Norway (Norge), Serbia (Srbija/Сpбија), Tunisia (تونس /Tūnis), Türkiye, Ukraine (Україна), United Kingdom
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)
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.
other eligibility criteria
Activities are expected to achieve TRL 7-8 by the end of the project.
If projects use satellite-based earth observation, positioning, navigation and/or related timing data and services, beneficiaries must make use of Copernicus and/or Galileo/EGNOS (other data and services may additionally be used).
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.