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Strategic Analysis
A winning proposal must decisively choose and declare either Option A (Community Equity Investment) or Option B (Occupant Equity) to leverage the call's portfolio selection mechanism. Success hinges on demonstrating bankable, legally compliant financial mechanisms tested across 3 distinct pilot neighbourhoods in different MS/AC, directly engaging vulnerable groups while embedding core New European Bauhaus values of sustainability, aesthetics, and inclusion.
Everything the call asks for, seen from the call's point of view. Each line shows what answers it, and which partner carries it.
This matrix lists everything the call asks for: outcomes, impacts, scope, the requirements buried in the call text, and policy alignment. Sign up free and GrantForge tracks each line against the concept you build.
| Requirement | Covered by | Carried | Status |
|---|---|---|---|
| Scope activities | |||
| SC1Develop a collective community investment or ownership model that involves diverse community stakeholders, including marginalised groups or those in a vulnerable situation, in the co-creation and revitalisation of neighbourhoods in line with the New European Bauhaus by focusing on one of the following options: Option A: A community equity investment model that offers community stakeholders the ability to acquire shares in local cooperative and community-based commercial or service-oriented assets to profit from and participate in their further development without necessarily working there. | · | · | Sign up to track |
| SC2Option B: An occupant equity model through which community stakeholders build equity via their occupancy and participation in the development of a local cooperative and community-based housing or mixed-use [4] asset where they typically live or work. | · | · | Sign up to track |
| SC3Develop and validate the model in at least three neighbourhoods in different Member States and/or Associated Countries. | · | · | Sign up to track |
| SC4Assess the socioeconomic and environmental impacts of the model on the targeted neighbourhood(s) and their surrounding environment, including long-term affordability, accessibility, and local community and public interest outcomes. | · | · | Sign up to track |
| SC5Identify potential systemic challenges to the uptake of the model and formulate solutions to overcome them. This should include considerations of the influence of local capital and real estate market dynamics, and the long-term financial viability of the developed model [5] . | · | · | Sign up to track |
| SC6Consider and leverage existing relevant investment and ownership regulations and legal aspects at the local, regional, and national levels. | · | · | Sign up to track |
| SC7Provide recommendations to scale up and adapt the model in different local and cultural contexts. | · | · | Sign up to track |
| Expected outcomes | |||
| EO1Community [1] stakeholders co-create [1] and participate [3] in innovative community investment and community ownership models. | · | · | Sign up to track |
| EO2Community stakeholders benefit from increased local democratic participation, social equity and cohesion, a sense of place and belonging, and local economic development. | · | · | Sign up to track |
| Other requirements | |||
| REQ1Engagement with New European Bauhaus hub for results and impactProposals are expected to allocate at least 0.8% of their budget for engaging with the Horizon Europe-funded 'New European Bauhaus hub for results and impact' to share intermediate and final results, findings, and learnings, and contribute to impact assessment. | · | · | Sign up to track |
| REQ2Effective contribution of Social Sciences and Humanities (SSH)The topic requires the effective contribution of SSH disciplines, the involvement of SSH experts and institutions, and the inclusion of relevant SSH expertise to enhance societal impact. | · | · | Sign up to track |
| REQ3Participatory and transdisciplinary research approachProposals are expected to follow a participatory and transdisciplinary approach through the integration of different actors and disciplines. | · | · | Sign up to track |
| REQ4Involvement of diverse community stakeholders including marginalised groupsProjects must directly involve diverse community stakeholders, specifically including marginalised groups or those in a vulnerable situation, in the co-creation and revitalisation of neighbourhoods. | · | · | Sign up to track |
| REQ5Collaboration with past and ongoing research projectsWhen possible and relevant, actions are strongly recommended to collaborate with and build on the results of past and ongoing research projects, including regional, national, or European funded projects. | · | · | Sign up to track |
| Expected impacts | |||
| EI1Better understanding of the contextual local conditions that drive or hinder sustainable neighbourhood developments and the uptake of NEB-aligned solutions and projects, such as capital and real estate market dynamics and socioeconomic, cultural, demographic, and climatic changes. | · | · | Sign up to track |
| EI2Anticipation and consideration of future needs, functions and inhabitants (including more-than-human perspectives) of neighbourhoods and their developments towards the future. | · | · | Sign up to track |
| EI3Demonstrated socioeconomic, financial, environmental, cultural, and aesthetic value of NEB-aligned solutions and projects driving the revitalisation of the built environment in neighbourhoods. | · | · | Sign up to track |
| EI4Increased investment in the transformation of neighbourhoods in line with NEB through alternative, innovative, and community-based investment and ownership approaches. | · | · | Sign up to track |
| EI5Community and place-based approaches that adopt a systemic perspective and use co-creation approaches with diverse local stakeholders, including marginalised or underrepresented groups or those in a vulnerable situation, and contribute to addressing pressing community challenges and needs such as homelessness and housing. | · | · | Sign up to track |
| EI6Circular manufacturing, renovation, and reuse approaches in the built environment contribute to the sufficient use of resources and space. | · | · | Sign up to track |
| Underlying policies | |||
| POL1eu renovation waveThe Renovation Wave strategy aims to at least double annual energy renovation rates of residential and non-residential buildings across the EU by 2030. It prioritizes tackling energy poverty, decarbonizing heating and cooling, and renovating public buildings such as schools and hospitals. | · | · | Sign up to track |
| POL2european affordable housing planThe European Affordable Housing Plan addresses the housing affordability crisis across Europe by supporting investment, social housing development, and regulatory reforms. It targets energy efficiency, homelessness prevention, and affordable living conditions for vulnerable and middle-income households. | · | · | Sign up to track |
The binding rules of this call. Items marked auto are verified by GrantForge from the call and the template. The others are yours to confirm.
LMIC entities auto-eligible
Low/middle-income country entities are automatically eligible for funding.
EU space data infrastructures
If the project uses satellite-based Earth observation, positioning, navigation or timing data/services, beneficiaries must use Copernicus and/or Galileo/EGNOS. Other sources may be added but not substitute EU infrastructures.
Civil applications only
Horizon Europe funds exclusively civil applications. Research with exclusive military or dual-use application is excluded.
Gender Equality Plan
Having a Gender Equality Plan (GEP) is an eligibility criterion for public bodies, research organisations, and higher education institutions from Member States and Associated Countries.
Open Science
Mandatory open access to peer-reviewed scientific publications and responsible management of research data (FAIR principles, DMP required).
5 key insights you must internalise before writing. Each is grounded in the call text and tells you what evaluators will actually look for. Share these with your consortium before drafting.
A winning proposal must explicitly declare either Option A (Community Equity Investment) or Option B (Occupant Equity) in its title, abstract, and Part B. Evaluators use this declaration to form a balanced portfolio, and the Commission guarantees funding for the highest-ranked proposal in each track. Failing to clearly commit to one specific branch will disqualify the proposal from this dedicated portfolio selection mechanism.
Source: evaluation_pre_award
Proposals must explicitly allocate a minimum of 0.8% of their total budget to engage with the Horizon Europe-funded 'New European Bauhaus hub for results and impact'. This is a strict compliance requirement; the financial tables and work packages must clearly reflect this exact allocation for sharing intermediate results and contributing to impact assessments.
Source: scope
The consortium must secure and validate the chosen ownership model across at least three distinct pilot neighbourhoods located in different Member States or Associated Countries. Evaluators will rigorously assess the depth of these pilots, meaning they cannot be theoretical case studies but must be genuine, operational testing grounds for the financial and regulatory mechanisms.
Source: evaluation_pre_award
Evaluators will penalize performative engagement of marginalized communities. The proposal must detail concrete co-design methodologies that actively overcome economic barriers to entry, ensuring vulnerable groups can genuinely participate in and benefit from the equity or ownership models being tested.
Source: evaluation_pre_award
Because this call uses a lump sum funding model, the payment milestone structure dictates the financial viability of the project. Evaluators will rigorously assess the feasibility of the work packages, meaning the consortium must define highly concrete deliverables and measurable milestones that trigger payments without risking cash-flow bottlenecks during the complex pilot phases.
Source: evaluation_pre_award
Specific requirements
EU space data infrastructures
If the project uses satellite-based Earth observation, positioning, navigation or timing data/services, beneficiaries must use Copernicus and/or Galileo/EGNOS. Other sources may be added but not substitute EU infrastructures.
Civil applications only
Horizon Europe funds exclusively civil applications. Research with exclusive military or dual-use application is excluded.
Gender Equality Plan
Having a Gender Equality Plan (GEP) is an eligibility criterion for public bodies, research organisations, and higher education institutions from Member States and Associated Countries.
Open Science
Mandatory open access to peer-reviewed scientific publications and responsible management of research data (FAIR principles, DMP required).
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described in Annex A and Annex E of the Horizon Europe Work Programme General Annexes.
Proposal page limits and layout: described in Part B of the Application Form available in the Submission System.
described in Annex B of the Work Programme General Annexes.
A number of non-EU/non-Associated Countries that are not automatically eligible for funding have made specific provisions for making funding available for their participants in Horizon Europe projects. See the information in the Horizon Europe Programme Guide.
described in Annex B of the Work Programme General Annexes.
described in Annex C of the Work Programme General Annexes.
To ensure a balanced portfolio covering the two thematic options described in the scope below, grants will be awarded to applications not only in order of ranking but at least also to one proposal within the option A that is the highest ranked and one proposal within the option B that is the highest ranked, provided that the applications attain all thresholds. Proposals shall clearly indicate the thematic option they have selected to work on.
are described in Annex D of the Work Programme General Annexes.
are described in Annex F of the Work Programme General Annexes and the Online Manual.
described in Annex F of the Work Programme General Annexes.
Eligible costs will take the form of a lump sum as defined in the Decision of 7 July 2021 authorising the use of lump sum contributions under the Horizon Europe Programme – the Framework Programme for Research and Innovation (2021-2027) – and in actions under the Research and Training Programme of the European Atomic Energy Community (2021-2025) [[This decision is available on the Funding and Tenders Portal, in the reference documents section for Horizon Europe, under ‘Simplified costs decisions’ or through this link: https://ec.europa.eu/info/funding-tenders/opportunities/docs/2021-2027/horizon/guidance/ls-decision_he_en.pdf]].
described in Annex G of the Work Programme General Annexes.
described in the [specific topic of the Work Programme]
Application form templates — the application form specific to this call is available in the Submission System
Standard application form (HE RIA, IA)
Evaluation form templates — will be used with the necessary adaptations
Standard evaluation form (HE RIA, IA)
Guidance
Model Grant Agreements (MGA)
Call-specific instructions
Guidance: "Lump sums - what do I need to know?"
HE Main Work Programme 2026-2027 – 1. General Introduction
HE Main Work Programme 2026-2027 – 13. New European Bauhaus Facility (NEB)
HE Main Work Programme 2026-2027 – 15. General Annexes
HE Framework Programme 2021/695
HE Specific Programme Decision 2021/764
EU Financial Regulation 2024/2509
Decision authorising the use of lump sum contributions under the Horizon Europe Programme
Rules for Legal Entity Validation, LEAR Appointment and Financial Capacity Assessment
EU Grants AGA — Annotated Model Grant Agreement
Funding & Tenders Portal Online Manual
Evaluators will immediately verify that the proposal explicitly declares either Option A or Option B in the title/abstract/Part B, as the European Commission will fund at least the highest-ranked project in each option to form a balanced portfolio. Evaluators will rigorously assess:
TRL 2 → 6
Based on programme defaults
Develop a collective community investment or ownership model that involves diverse community stakeholders, including marginalised groups or those in a vulnerable situation, in the co-creation and revitalisation of neighbourhoods in line with the New European Bauhaus by focusing on one of the following options: Option A: A community equity investment model that offers community stakeholders the ability to acquire shares in local cooperative and community-based commercial or service-oriented assets to profit from and participate in their further development without necessarily working there.
Option B: An occupant equity model through which community stakeholders build equity via their occupancy and participation in the development of a local cooperative and community-based housing or mixed-use [4] asset where they typically live or work.
Develop and validate the model in at least three neighbourhoods in different Member States and/or Associated Countries.
Assess the socioeconomic and environmental impacts of the model on the targeted neighbourhood(s) and their surrounding environment, including long-term affordability, accessibility, and local community and public interest outcomes.
Identify potential systemic challenges to the uptake of the model and formulate solutions to overcome them. This should include considerations of the influence of local capital and real estate market dynamics, and the long-term financial viability of the developed model [5] .
Consider and leverage existing relevant investment and ownership regulations and legal aspects at the local, regional, and national levels.
Provide recommendations to scale up and adapt the model in different local and cultural contexts.
Community [1] stakeholders co-create [1] and participate [3] in innovative community investment and community ownership models.
Community stakeholders benefit from increased local democratic participation, social equity and cohesion, a sense of place and belonging, and local economic development.
Better understanding of the contextual local conditions that drive or hinder sustainable neighbourhood developments and the uptake of NEB-aligned solutions and projects, such as capital and real estate market dynamics and socioeconomic, cultural, demographic, and climatic changes.
Anticipation and consideration of future needs, functions and inhabitants (including more-than-human perspectives) of neighbourhoods and their developments towards the future.
Demonstrated socioeconomic, financial, environmental, cultural, and aesthetic value of NEB-aligned solutions and projects driving the revitalisation of the built environment in neighbourhoods.
Increased investment in the transformation of neighbourhoods in line with NEB through alternative, innovative, and community-based investment and ownership approaches.
Community and place-based approaches that adopt a systemic perspective and use co-creation approaches with diverse local stakeholders, including marginalised or underrepresented groups or those in a vulnerable situation, and contribute to addressing pressing community challenges and needs such as homelessness and housing.
Circular manufacturing, renovation, and reuse approaches in the built environment contribute to the sufficient use of resources and space.
EU Renovation Wave
highThe Renovation Wave strategy aims to at least double annual energy renovation rates of residential and non-residential buildings across the EU by 2030. It prioritizes tackling energy poverty, decarbonizing heating and cooling, and renovating public buildings such as schools and hospitals.
Evaluators expect proposals to detail collective financial instruments, civic crowdfunding, or cooperative ownership schemes that mobilize private and community capital for deep building renovations and local renewable integration.
European Affordable Housing Plan
highThe European Affordable Housing Plan addresses the housing affordability crisis across Europe by supporting investment, social housing development, and regulatory reforms. It targets energy efficiency, homelessness prevention, and affordable living conditions for vulnerable and middle-income households.
Evaluators look for structural analyses of housing markets, energy poverty links, and innovative policy recommendations that integrate affordable housing models with broader social resilience mechanisms.
Clean Industrial Deal
mediumThe Clean Industrial Deal focuses on decarbonizing energy-intensive European industries while safeguarding economic competitiveness and securing green supply chains. It promotes investments in clean technologies, circular business models, and high-value resource efficiency.
Evaluators expect clear evidence of how proposed bio-based recycling or upcycling pathways reduce carbon intensity and provide circular, cost-competitive alternatives to fossil feedstocks in industrial manufacturing.
EU Circular Economy Action Plan
mediumThe EU Circular Economy Action Plan (CEAP) is a central building block of the European Green Deal aiming to make sustainable products the norm in the EU. It introduces legislative and non-legislative measures targeting product design, circular material flows, and waste reduction.
Evaluators expect proposals to incorporate circular business models and demonstrate how community-led or local ownership initiatives enable resource reuse, reduce consumption, and support sustainable lifecycle management.
EU Adaptation Strategy
mediumThe EU Strategy on Adaptation to Climate Change aims to make Europe climate-resilient by 2050 through smarter, faster, and more systemic adaptation. It promotes nature-based solutions, climate risk management, and the integration of local vulnerability assessments.
Evaluators expect community ownership models to demonstrate local resilience, showing how collective investments help local territories adapt to physical climate risks and protect critical community assets.
EU Startup and Scaleup Strategy
mediumThe EU Startup and Scaleup Initiative aims to provide Europe's innovative entrepreneurs with better access to finance, market opportunities, and supportive regulatory environments. It encourages cross-border investment and simplifies scale-up pathways for innovative ventures.
Evaluators expect practical frameworks showing how collective and civic investment mechanisms can bridge the funding gap for early-stage social and green ventures, facilitating their financial sustainability.
Circular Economy Act
lowThe Circular Economy Act represents the upcoming EU regulatory framework designed to create a single market for secondary raw materials and stimulate demand for circular solutions across supply chains. It aims to accelerate circular investments and set binding requirements for sustainable resources.
Evaluators look for foresight on how collective community investment mechanisms can capitalize on secondary raw material markets and comply with emerging circular market rules.
Zero Pollution Action Plan
lowThe EU Action Plan "Towards Zero Pollution for Air, Water and Soil" sets a 2050 vision to reduce pollution to levels no longer considered harmful to human health and natural ecosystems. It outlines key 2030 targets to tackle industrial, transport, and consumer emissions.
Evaluators expect clear pathways demonstrating how community-level investments and cooperative governance avoid environmental contamination and improve local air, soil, or water quality.
EU Biodiversity Strategy 2030
lowThe EU Biodiversity Strategy for 2030 is a comprehensive long-term plan to protect nature and reverse the degradation of ecosystems. It aims to put Europe's biodiversity on the path to recovery by 2030 for the benefit of people, climate, and the planet.
Evaluators will look for proposals that explore the direct link between ecosystem health, biodiversity loss, and human health risks, including vector-borne and zoonotic diseases.
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