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Call key data
The role of social economy in addressing social exclusion, providing quality jobs and greater sustainability
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
The proposals should provide a comprehensive analysis of the extent to which social economy contributes to countering social exclusion in the EU, in Associated Countries and in Third Countries, what services it provides, and compare efficiency, cost and quality aspects of services provided by the social economy with those of other providers.
Almost 3 million social economy entities in Europe offer concrete and innovative solutions to key challenges EU society faces e.g. they create quality jobs, contribute to equal opportunities and socioeconomic inclusion of disadvantaged groups (including people with disabilities), they also play an important role in Europe’s welfare systems and help revitalise Europe’s rural and depopulated areas, therefore contributing to the Long-term vision for the EU’s rural areas.
The social economy can also help implement the principles of the European Pillar for Social Rights and deliver on its 2021 Action Plan and the 2030 headline targets e.g. by increasing the employment rate and the reduction of the number of people at risk of poverty and social exclusion.
There is an uneven development of the social economy within the EU and a major untapped economic and job creation potential for the social economy in several Member States and regions. The Social Economy Action Plan, adopted in December 2021 puts forward measures to help further mobilise the potential of the Social Economy.
The proposals should provide a comprehensive analysis of the extent to which social economy contributes to countering social exclusion in the EU, in Associated Countries and in Third Countries, what services it provides, and compare efficiency, cost and quality aspects of services provided by the social economy with those of other providers. The proposals can tackle (one or more) different angles of socioeconomic exclusion. For instance, the role of social economy as an important player in innovative practices in care provision is often highlighted. Research could identify best innovative practices, including in new and emerging areas in the field of care provisions.
As the availability and use of formal care services differ significantly between Member States and regions, research should investigate the role of social economy between different countries and the drivers of these differences in order to design effective long-term care and social economy policies. Residents in rural areas in particular can suffer with limited access to long-term care services, while social economy organisations are often motivated to provide services based on local needs and can play a revitalising role in the economies of rural regions.
Research should also investigate what are the working conditions in social economy organisations, including in the care sector.
Proposals should aim to provide policymakers with recommendations in the field of social economy support.
Clustering and cooperation with other selected projects under this call and other relevant projects (such as HORIZON-CL6-2023-COMMUNITIES-01-1: Enhancing social inclusion in rural areas: focus on people in a vulnerable situation and social economy) are strongly encouraged. International cooperation is encouraged, especially with EU Neighbourhood and candidate countries.
Projects should contribute to all of the following expected outcomes:
- Address challenges of the policy and legal frameworks that hinder the thriving of social economy and the scaling up of its successful activities.
- Better integrate the role and weight of social economy organisations in addressing social exclusion and providing quality jobs in multilevel policymaking.
- Contribute to improve the working conditions in social economy organisations, including in the care sector.
Regions / countries for funding
Moldova (Moldova), 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.
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.