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Grant Analysis

Purpose & Target

Single, clear statement of grant's core objective: To explore new ways to improve the quality of life, autonomy, and empowerment of persons with intellectual disabilities and their families by developing and implementing innovative medical, technological, and digital solutions, including habilitation and rehabilitation approaches.
Explicit identification of target recipient type and size: Legal entities capable of performing Research and Innovation Actions (RIAs).
MUST state if grant is 'SECTOR-SPECIFIC' or 'SECTOR-AGNOSTIC': SECTOR-SPECIFIC (Health, Medical, Technology, Social Sciences, Disability Support).
Geographic scope and any location requirements: Eligible countries are defined in Annex B of the Work Programme General Annexes. Specifically, legal entities established in the United States of America are eligible to receive Union funding.
Key filtering criteria for initial grant screening: Focus on improving quality of life for persons with intellectual disabilities and their families; development of innovative medical, technological, or digital solutions; emphasis on habilitation and rehabilitation; inclusion of social sciences and humanities (SSH) expertise.
Grant frequency and program context: Part of the Horizon Europe 2025 Work Programme, specifically within the 'Health' cluster and the 'Staying healthy in a rapidly changing society' destination.

Financial Structure

Funding type: Lump sum contribution.
Budget per project: Minimum €6,000,000 and maximum €8,000,000.
Total budget for this topic in 2025: €40,000,000.
Currency: EUR.
Co-financing: Required; the total estimated costs of the action must be greater than the estimated Union contributions.
Eligible costs (covered by the lump sum contribution):
- Personnel costs (employees, natural persons working under direct contract, seconded persons, SME owners/natural person beneficiaries).
- Subcontracting costs.
- Purchase costs (travel and subsistence, equipment, other goods, works and services).
- Other cost categories (financial support to third parties, internally invoiced goods and services, transnational/virtual access to research infrastructure, PCP/PPI procurement costs, Euratom Cofund staff mobility costs, ERC additional funding).
Indirect costs: Calculated at a flat rate of 25% to the direct cost categories.
Payment schedule: Pre-financing follows standard Horizon Europe rules. Lump sum contributions per work package are paid if properly implemented in accordance with the grant agreement.
Financial retention: Between 5% and 8% of the total lump sum is retained as a contribution to the Mutual Insurance Mechanism.
Audit: No financial ex-post audits are typically conducted for lump sum grants; checks focus on technical implementation and fulfilment of work package conditions.

Eligibility Requirements

Organizational Type & Legal Status

Applicants must be a legal entity.
Legal entities established in the United States of America are eligible to receive Union funding.
Other eligible countries are described in Annex B of the Work Programme General Annexes (typically EU Member States and Horizon Europe Associated Countries).

Technical & Operational Capacity

Must be capable of conducting Research and Innovation Actions (RIA).
Required capability to develop innovative medical, technological, or digital solutions.
Must deliver research based on sound scientific evidence to ensure safety and efficacy.
All health technology or medical interventions developed must comply with relevant regulatory requirements.
Projects require the effective contribution of Social Sciences and Humanities (SSH) disciplines and the involvement of SSH experts/institutions.

Financial Capacity

Must meet financial and operational capacity requirements as described in Annex C of the Work Programme General Annexes.
Applicants must propose the lump sum contribution based on their estimated direct and indirect costs, following their own accounting practices.

Exclusion Criteria

Exclusion criteria are described in Annex C of the Work Programme General Annexes (details not specified in provided documents).

Application Process

Application Submission & Deadlines

Application process: Two-stage procedure.
Stage 1 Deadline: 2025-09-16 00:00:00+00.
Stage 2 Deadline: 2026-04-16 00:00:00+00.
Submission platform: Electronic Submission Service via the European Commission's Funding & Tenders Portal.
Planned Opening Date: 2025-05-22.

Required Documentation

Standard application form (HE RIA IA Stage 1 for first stage, HE RIA, IA for second stage).
For the blind evaluation pilot (first stage), the proposal abstract and Part B must not disclose organization names, acronyms, logos, nor names of personnel.
Applicants inviting clinical studies must provide details in a dedicated annex using the template provided in the submission system.
A detailed budget must be prepared using the relevant templates published by the granting authority, broken down by specific budget categories (personnel, subcontracting, purchase, other, indirect costs).

Support & Guidance

Comprehensive guidance available through the Online Manual, Horizon Europe Programme Guide, and Funding & Tenders Portal FAQ.
Direct assistance accessible via Research Enquiry Service, National Contact Points (NCPs), Enterprise Europe Network (EEN).
Technical support for submission issues provided by the IT Helpdesk.
Specialized advice on intellectual property from the European IPR Helpdesk.
Guidance on standardisation in proposals from CEN-CENELEC Research Helpdesk and ETSI Research Helpdesk.
Partner Search tool is available to find collaborative organizations.

Project Implementation & Reporting

Proposals are expected to include a budget for attendance to regular joint meetings.
Consideration for covering costs of other potential joint activities is encouraged.
Project progress is subject to technical checks, reviews, or audits focused on the proper implementation of activities and fulfilment of conditions for releasing lump sum contributions.

Evaluation Criteria

General Evaluation Criteria (First Stage - Blind Evaluation)

Excellence: Threshold 4.
Impact: Threshold 4.
Overall threshold for stage 1: Set to ensure the total requested budget of proposals admitted to stage 2 is as close as possible to four times the available budget, and not less than three and a half times.

General Evaluation Criteria (Second Stage)

Excellence: Threshold 4.
Impact: Threshold 4.
Implementation: Threshold 4.
Cumulative threshold: 12.

Specific Scoring Factors & Expectations

Quality of the proposal in terms of excellence, expected impact, and quality and efficiency of implementation.
Budget estimate assessment: External independent experts with financial know-how will check the budget estimate on the basis of relevant benchmarks (market prices, statistical data, historical data).
Resource assessment: Experts will assess whether the proposed resources and the split of lump sum shares allow achieving the defined activities and expected outputs.
Early diagnosis: Ability to properly diagnose as early as possible the disease(s) causing intellectual disability or conditions worsening them, especially in children, considering sex and gender-related differences and diagnostic biases.
Innovative solutions: Effectiveness of proposed medical treatments, diagnoses, medicines, protocols, technologies, digital solutions, habilitation, and/or rehabilitation services to prevent worsening, reverse, or reduce severity of intellectual disability.
Comorbidities & Transitional Care: Capacity to effectively tackle comorbidities and provide evidence-based approaches for transitional care for young adults with intellectual disabilities, addressing sex and gender-specific challenges and needs.
Empowerment & Participation: Promotion of empowerment among persons with intellectual disabilities and their caregivers, and removal of barriers to participation in society, including through assistive technologies for optimal autonomy.
Accessible Care Services: Proposed innovative solutions for high quality, accessible (including cognitively accessible), and affordable care services for carers.
Integrated Care Strategies: Development of innovative patient-centred integrated care strategies to improve the Quality of Life of persons with intellectual disabilities of any age and their families.
Caregiver Support & Training: Development of guidelines for adequate support and training for formal and informal caregivers, including addressing violence prevention and protection.
Stakeholder Involvement: Encouraged involvement of patients, their families, carers, policymakers, public authorities, citizens, civil society organisations, end-users, and service providers in different stages of the research.
SSH Integration: Effective contribution and inclusion of relevant Social Sciences and Humanities (SSH) expertise to enhance the societal impact of research activities.

Compliance & Special Requirements

Regulatory & Ethical Compliance

All health technology or medical interventions developed must comply with relevant regulatory requirements and be based on sound scientific evidence to ensure safety and efficacy.
Assistive technologies and digital solutions developed must adhere to relevant standards and be scientifically grounded.
Compliance with ethics and research integrity standards is subject to checks.
Adherence to data protection and privacy regulations is expected, particularly when leveraging data sources like the European Health Data Space (EHDS).

Intellectual Property

Intellectual property policies are generally described in Annex G of the Work Programme General Annexes.

Cross-cutting Themes & Specific Focus

Requires the effective contribution of Social Sciences and Humanities (SSH) disciplines and the involvement of SSH experts and institutions.
Emphasis on addressing sex and gender-related differences in diagnosis, comorbidities, and transitional care.
Focus on providing high quality, accessible (including cognitively accessible) and affordable care services.
Strong encouragement to include patients, their families, and carers in different stages of the research.
Attention to the issue of prevention of and protection from violence for persons with intellectual disabilities and their caregivers.

Collaboration & Networking

Projects are encouraged to participate in networking and joint activities, such as joint workshops, knowledge exchange, best practices, and joint communication activities.
Projects should explore potential complementarities with projects funded under HORIZON-CL2-2025-01-TRANSFO-09.

Grant Management Model

This grant operates under a lump sum contribution model, which simplifies financial administration but places a strong focus on scientific/technical performance and output.
The first stage of the application will undergo blind evaluation, meaning organizations' names, acronyms, logos, and personnel names must not be disclosed in the proposal abstract and Part B of the first-stage application.

Grant Details