Date

Updates and changes to Horizon Europe (HEU)

Horizon Europe is the new EU Framework Programme that will last from 2021-2027 with a budget of 95.5 billion euro.
Below you will find updates and changes to Horizon Europe (HEU), as well as new information and important documents.

A list of Horizon Europe abbreviations can be found on ISERD's dedicated page

All changes and updates are based on the most recent knowledge about the new FP, and are subject to change based on final versions of documents and agreements.

Horizon Europe - Call and Topic Updates  - 

  • Use ISERD's leaflets on the different topics to help find the right one for you
  • The structure for each Topic has been updated -
    • Specific Conditions Table - With information on the TRL, budget per topic and per project, type of action and funding rate
    • Expected Outcomes - Replacing the 'Expected Impact' section - This section will detail the outcomes of the project and will correspond to the 'Impact' section of the proposal 
    • Scope - Combining the previous 'Specific Challenge' and 'Scope' sections - This section will detail the challenge and will correspond to the 'Excellence' section of the proposal 
  • There will be fewer cases of Topics with sub topics
  • There will be more multi-annual topics
  • There will be more two stage calls 
  • Applications for pre-commercial procurement (PCP) actions and public procurement of innovative solutions (PPI) actions must be submitted by a ‘buyers’ group’
  • Calls launched under Partnerships and the European Institute of Innovation and Technology (EIT), and Co-funded partnerships will appear on the F&T Portal 
  • No change to funding schemes - Maintaining the funding rules of up to 100% funding (for RIA actions) + 25% overhead in all cases

Horizon Europe - Proposal and Evaluation Updates - 

  • Mandatory consortia requirement has been updated - At least 3 different legal entities from 3 different countries, where at least one is from a Member State (MS)
  • The new draft proposal template has been reduced to a maximum of 45 pages for IA and RIA proposals (previously 70) and 30 for CSA proposals (previously 50). Some changes have been made to the proposal template -
    • Part B2 (section 4-6) has been moved and is now included in Part A to be filled in on the Funding and Tenders Portal
    • The cost category previously called 'Other direct costs' is now called 'Purchase costs' and appears in column C (instead of B)
    • The evaluation criteria for the different sections have been updated and appear in the template
    • Page estimations for each section appear in the template
  • There will be a ‘Blind evaluation’ first-stage submission pilot in some cases where the submission is two stages - The first stage will be 10 pages and will not have a list of partners, nor will it be evaluated based on the consortium members
  • There will be a ‘Right to React' (rebuttal) pilot - This will enable the chance for a consortium to respond to their evaluation before the ranking list is finalized. This process will most likely be very short (approximately 5 days from receiving the ESR)
  • There will a possibility for an Evaluation of the Review Procedure – This will enable the chance to appeal procedural aspects of the evaluation (within 30 days of the results on a dedicated document with no more than 5,000 words explaining the appeal)
  • A Seal of Excellence will be granted to all projects receiving scores ‘Below Available Budget’
  • There will be a new eligibility requirement - Gender Equality Plan (GEP).
    • The GEP will be mandatory for public bodies, research organizations or higher education establishments (but not for private-for-profit organizations including SMEs, non-governmental or civil society organizations)
    • The GEP will include a self declaration and process related requirements, and will take effect in 2022   
    • The GEP will most likely include requirements for publication, dedicated resources, data collection and training  
  • Prioritization criteria in case of proposals with the same score have been updated - 
    • Applications that address call topics not otherwise covered by more highly ranked applications, will be considered to have the highest priority
    • The applications identified under 1), will be prioritized according to the scores for the Impact criteria (if the same, then Excellence) in case of IA proposals, and based on the Excellence criteria (if the same, then Impact) in case of RIA proposals
    • Gender balance among the personnel named in the application who will be primarily responsible for carrying out the research and/or innovation activities
    • Geographical diversity (the number of countries represented in the application, not otherwise receiving funds from projects  higher up the ranking list. If equal in number, then by budget)
    • Further prioritization by - How to enhance the quality of the project portfolio through synergies between projects, or other factors, such as relationship to the objectives of the call, topic or HE in general

Horizon Europe - Project Management Updates - 

  • draft Model Grant Agreement is now available 
  • There will be a new reporting method for personnel costs - by daily reporting (instead of hourly reporting)
    • There will still be a possibility of reporting hours, as was done in Horizon 2020, with several conversion rules
    • The cap of days worked in a year will be 215 (the previous 1720 hour cap - divided by 8)
    • There
  • 'Linked Third Parties' will now be called - 'Affiliated Entities' 
  • 'In kind Contribution' will now be called - 'Third Party Providing Contribution'
  • 'International Partners' will now be called - 'Associated Partners'
  • The 'Guarantee Fund' will now be called the 'Mutual Insurance Mechanism'
  • The Certificate of Financial Statement (CFS) have been updated - A CFS will be required for any beneficiary receiving over 430,000 euro in all cost categories, including indirect costs
  • A new form will be introduced – Results Ownership List (ROL) in the final reporting period – This form will detail the final owners of IP after the project is over, and can consist of singular or multiple owners to enable EC follow up of exploitation
  • If there is no exploitation of project results 12 months after the end of the project, it will be mandatory to use the Horizon Results Platform 
  • A new Public Emergency Provision will be inserted due to COVID-19 – the Commission will have the right to request that the relevant beneficiary grant a nonexclusive license to ensure availability of results
  • There will be more reliance on the usual accounting process in regards to internal invoices - Indirect staff, central services and shared costs will all now be eligible