Monitoring and Evaluation of the Societal Readiness Pilot
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Monitoring and Evaluation of the Societal Readiness Pilot (HORIZON-CL5-2026-01-D2-09)
Essential Facts
* Call identifier: HORIZON-CL5-2026-01-D2-09
* Type of Action: HORIZON-CSA (Coordination and Support Action) – Lump Sum Model Grant Agreement
* Indicative opening / deadline: 16 Sep 2025 → 20 Jan 2026 (17:00 Brussels) – single stage
* Recommended project duration: 42 months
* Maximum EU contribution (per project): €30 million (lump-sum)
* Technology & policy domain: Climate, Energy, Mobility (Cluster 5)
* Mandatory focus: Monitoring, evaluating and mainstreaming Societal Readiness (SR) across ~18 pilot projects funded under eight Cluster 5 topics (WP 2025).
Expected Outcomes
1. Commission intelligence: A consolidated, evidence-based overview of how SR is tackled in pilot projects, with challenges and gaps clearly identified.
2. Strengthened SSH-STEM collaboration: Demonstrated, scalable mechanisms that make interdisciplinarity the default in R&I.
3. One-stop-shop web platform: Openly accessible repository of SR pathways, do’s & don’ts, and training resources for future projects.
4. Policy & procedural upgrade: Replicable recommendations that simplify and scale SR integration in subsequent Horizon Europe calls.
Scope Highlights
* Three-layer analysis – DoA review, first SR reports, final SR reports.
* Interdisciplinarity audit – Qualitative & quantitative assessment of SSH ↔ STEM cooperation, attitudes and behavioural change.
* Annual physical workshops – Travel for all pilot representatives must be budgeted.
* Interactive web platform – Continuous update, survey-driven, plain language, non-SSH-expert friendly.
* Forward-looking monitoring – Include overlap with future SR pilots beyond 2025 WP when timelines intersect.
Budget Logic (Lump Sum)
* Work Package structure must transparently link lump-sum tranches to verifiable deliverables (e.g. DoA analysis, mid-term report, platform MVP, workshops, final recommendations).
* CSA cost categories (personnel, travel, subcontracting, platform hosting) are declared up-front; payment triggered by completed work, *not* by real costs.
Who Should Apply?
A pan-European consortium led by an organisation with proven evaluation & RRI expertise, flanked by:
* SSH centres specialising in ethics, public engagement, foresight.
* STEM partners with Cluster 5 technical depth.
* Specialist SMEs for data analytics, web-platform development, science communication.
* Representatives of civil society / policy bodies from your country and beyond to ensure user-centred recommendations.
📊 At a Glance
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🇪🇺 Strategic Advantages
EU-Wide Advantages & Opportunities for “Monitoring and Evaluation of the Societal Readiness Pilot” (HORIZON-CL5-2026-01-D2-09)
1. Single Market Access (450 + million people)
• Shared knowledge goods – The public web platform and annual workshops create an EU-wide repository of ‘do’s & don’ts’, instantly available to any Horizon Europe consortium in 27 Member States and all Associated Countries.
• Standardised SR methodology – A common Societal Readiness (SR) scoring/procedure lowers transaction costs for innovators when launching solutions simultaneously in multiple national markets.
2. Cross-Border Collaboration & Knowledge Exchange
• Mandatory interdisciplinarity galvanises cooperation between SSH & STEM actors across borders, filling historical gaps in many national R&I systems.
• Pan-European learning loops – 18 pilot projects from eight Cluster-5 topics become living laboratories whose results are synthesised and disseminated by the CSA, shortening the innovation learning curve for future projects in every Member State.
• Physical annual workshops (travel costs covered) remove financial barriers for smaller organisations from EU-13 / Widening countries to join high-level networks.
3. Alignment with EU Flagship Policies
• European Green Deal & Fit-for-55 – SR explicitly addresses social acceptance of climate-energy-mobility innovations, de-risking Green Deal roll-out.
• ERA Policy Agenda Action 11 (R&I for the Green Transition) – Creates evidence for responsible innovation frameworks requested by ERA.
• New European Innovation Agenda – Contributes to Flagship 3 (Tech Infrastructures) by offering a scalable SR infrastructure (web platform).
• Digital Europe & Data Governance Act – The open SR data sets/platform foster data spaces for social impact of technology.
4. Regulatory Harmonisation Benefits
• One EU standard for SR avoids fragmented national guidelines; regulators can reference a single EU-level procedure when assessing public-funded R&I.
• Facilitates mutual recognition of stakeholder-engagement processes (e.g., ethics, gender, inclusiveness) across Member States.
5. Access to Europe’s Innovation Ecosystem
• Direct interface with 18 top-tier Cluster-5 consortia (TRL 3-7) offers SMEs, NGOs and regional authorities early visibility of cutting-edge developments.
• Gateway to 3,000+ organisations in the wider Horizon Europe community via the platform, speeding up partner search and twinning.
6. Funding Synergies & Leverage Potential
• Cohesion Policy (ERDF/Interreg) – Regions can adopt the SR methodology created by this CSA in Smart Specialisation projects, unlocking additional co-funding.
• EIC Pathfinder/Transition – Teams moving from basic research to commercialisation can import SR tools to satisfy EIC societal impact criteria.
• LIFE & CEF Transport – SR evidence on public acceptance can strengthen environmental and mobility proposals under these programmes.
• National Recovery & Resilience Plans (RRF) – Member States investing in innovation governance can recycle the CSA’s outputs with minimal adaptation, ensuring EU-level consistency.
7. Scale & Impact
• EU-wide replicability – Lump-sum model and clear SR templates mean new calls can be launched rapidly in any Cluster or Mission.
• Cost-efficiency – A single 42-month CSA (€3-4 m indicative) replaces 27+ parallel national studies; Commission and Member States save millions.
• Social licence to operate – By embedding societal readiness early, technologies reach market faster and face fewer local opposition movements, boosting EU global competitiveness.
8. Strategic Value versus National-Level Initiatives
• Critical mass of data – Only an EU-wide action can pool a statistically significant sample (18 pilots × multiple sectors) to draw robust conclusions about SR effectiveness.
• Benchmarking diversity – Captures variations in cultural, legislative and socio-economic contexts impossible to reproduce in single-country schemes, resulting in a universally applicable methodology.
• Pan-European legitimacy – Recommendations endorsed by the Commission carry more weight with investors, regulators and civil society than domestic guidelines.
9. Actionable Opportunities for Applicants
1. Form a tripartite core: (a) SR/RRI think-tank; (b) data-analytics ICT SME (platform); (c) pan-EU network of SSH & STEM universities.
2. Secure Associated Country partners to widen geographical scope and score higher on excellence & impact.
3. Link with existing ERA hubs (e.g., Co-ARA pilot on Responsible Innovation) to maximise dissemination KPIs.
4. Design a modular SR toolkit ready for integration into Digital Europe common data spaces, positioning the consortium for follow-up service contracts.
5. Plan post-CSA exploitation: paid training packages for national ministries, ERA Chairs, EIT KICs, etc.
Bottom line: Operating at EU scale turns this CSA into the cornerstone for a single, harmonised Societal Readiness framework that accelerates climate-energy-mobility innovation, boosts market uptake, and offers durable commercial and policy-making opportunities far beyond what any national scheme could achieve.
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Ready to Apply?
Get a personalized assessment of your eligibility and application strategy
See in 5 min if you're eligible for Monitoring and Evaluation of the Societal Readiness Pilot offering max €30.0M funding