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Deadline expired

The deadline for this call has expired.

Call key data

Creation of a standardised and open-source peer-to-peer energy sharing platform architecture for the energy sector

Call number

HORIZON-CL5-2023-D3-03-05

deadlines

Opening
04.05.2023

Deadline
10.10.2023 17:00

Funding rate

70% (NPO:100%)

Call budget

€ 5,000,000.00

Estimated EU contribution per project

€ 5,000,000.00

Link to the call

ec.europa.eu

Link to the submission

ec.europa.eu

Call content

short description

Projects are expected to develop and promote a free, EU-validated flexibility and peer-to-peer trading solution for consumers to the benefit of the integration of Distributed Energy Resources within the electricity network.

Call objectives

The activities include, but are not limited to:

  • Defining the core operations that a flexibility and peer-to-peer trading platform should execute in order to:
    • Guarantee optimal valorisation and integration of DER (such as solar panels, batteries and electric vehicles, but also demand-response and flexible heat pumps and heater considered as a resource) within the electricity network.
    • Take into account network constraints, including through the use of price signals to foster flexibility.
    • Meet the local consumers’ needs and characteristics.
  • Developing an AI-based software that uses machine learning processes to integrate core operations and local grid constraints (including when channelled through price signals) in order to adapt to variations and changes in grid conditions.
  • Testing and simulation cases for blockchain-based trading operations following an agile methodology with the objective to get a fully functional trading tool within the project lifetime. The design of the platform should reflect the multi-actor, open-ended nature of decentralised use of energy. Proposals should account for a complex system change process, and prescribe evolutionary pathways for the platforms, account for their socio-technical interdependencies, and define and validate feasible entry points.
  • Developing field studies in citizen energy communities / renewable energy communities to integrate bottom-up approaches.
  • Setting rules for using the tool
  • Involving energy cooperatives or citizen energy communities (see Article 16 of the Commission’s Directive 2019/944 on common rules for the internal market for electricity (IEMD)) / renewable energy communities (see Article 22 of the Commission’s Directive 2018/2001 on the promotion of the use of energy from renewable sources (RED II)) in each selected project and ensure that the final ownership of these tools can remain in community hands, and that they are available for reuse (a particular consideration will be taken with respect to data security and potential related restrictions thereof).
  • Developing an open, available and operational platform to strengthen business models, and define which these business models are.
  • Exploring and comparing advantages / disadvantages of existing and new market making methods (Order Book-based systems and Liquidity pool-based Automated Market Makers) for a peer-to-peer energy exchange.
  • The project should be developed by taking into account both a technology performance perspective and a long-term sustainability roadmap.

The developed solutions should be freely available to citizens, energy cooperatives and citizen/renewable energy communities.

Solutions should be developed and made available as Open-Source solutions, while making sure that contributors are recognised and fairly compensated, respecting well defined rules and within a network of trusted data, which guarantees security and sovereignty of data and services.

The selected projects will cooperate and with other relevant projects through regular common workshops, exchange of non-confidential reports, etc.

The selected projects, especially those that are testing peer-to-peer feasibility in real conditions and environments (such as living labs or other types of sandbox initiatives), are expected to contribute to the BRIDGE initiative, actively participate to its activities and allocate up to 2% of their budgets to that end. Additional contributions to the ‘Alliance for Internet of Things Innovation’ (AIOTI) and other relevant activities (e.g. clusters of digital projects and coordinating actions) might be considered, when relevant.

Solutions should be developed considering integration into existing power markets where appropriate. The selected projects should associate energy regulators in their governance and should preferably be located in the territory of EU Member States/Associated countries where few peer-to-peer energy trading pilot projects have been setup so far.

This topic requires the effective contribution of SSH disciplines and the involvement of SSH experts, institutions as well as the inclusion of relevant SSH expertise, in order to produce meaningful and significant effects enhancing the societal impact of the related research activities. This is all the more important in the project at hand that a modification of consumers incentives (through price-signals for instance) can trigger changes of behaviour, which in turn can have positive effects on the electricity system, and interesting applications in terms of flexibility services, optimization of use of excess RE production, as well as congestion management.

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Expected results

Project results are expected to contribute to all of the following expected outcomes:

  • Develop an independent, EU-validated flexibility and peer-to-peer trading solution for consumers willing to engage in such operations, to the benefit of the integration of Distributed Energy Resources (such as solar panels, batteries and electric vehicles, but also demand-response and flexible heat pumps and heaters considered as a resource) within the electricity network.
  • Such an alternative should be open source, freely accessible, free of IPR, easy to maintain, and ensure that the final ownership of the tools can remain in community hands, and that these tools are available for reuse.
  • Increase consumer engagement and tool’s acceptability.
  • Illustrate the relevant services that are supported by this peer-to-peer trading platform (flexibility services for TSO, DSO, self-consumption).
  • Ensure policies of operations, integration and usage of blockchain technologies and underlying data for all stakeholders.
  • Ensure interoperability and contribute to standardisation of blockchain energy applications

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Eligibility Criteria

Regions / countries for funding

EU Member States, Overseas Countries and Territories (OCT)
Moldova (Moldova), Albania (Shqipëria), Armenia (Հայաստան), Azerbaijan (Azərbaycan), Belarus (Беларусь), Bosnia and Herzegovina (Bosna i Hercegovina / Босна и Херцеговина), Faeroes (Føroyar / Færøerne), Georgia (საქართველო), Iceland (Ísland), Israel (ישראל / إِسْرَائِيل), Kosovo (Kosova/Kosovë / Косово), Montenegro (Црна Гора), Morocco (المغرب), North Macedonia (Северна Македонија), Norway (Norge), Serbia (Srbija/Сpбија), Tunisia (تونس /Tūnis), Türkiye, Ukraine (Україна), United Kingdom

eligible entities

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)

Mandatory partnership

Yes

Project Partnership

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.

Specific cases:

  • 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.

other eligibility criteria

Activities are expected to achieve TRL 6-8 by the end of the project.

For the Technology Readiness Level (TRL), the following definitions apply:

  • TRL 1 — Basic principles observed
  • TRL 2 — Technology concept formulated
  • TRL 3 — Experimental proof of concept
  • TRL 4 — Technology validated in a lab
  • TRL 5 — Technology validated in a relevant environment (industrially relevant environment in the case of key enabling technologies)
  • TRL 6 — Technology demonstrated in a relevant environment (industrially relevant environment in the case of key enabling technologies)
  • TRL 7 — System prototype demonstration in an operational environment
  • TRL 8 — System complete and qualified
  • TRL 9 — Actual system proven in an operational environment (competitive manufacturing in the case of key enabling technologies, or in space)

If projects use satellite-based earth observation, positioning, navigation and/or related timing data and services, beneficiaries must make use of Copernicus and/or Galileo/EGNOS (other data and services may additionally be used).

Additional information

Topics

Digitalisation, Digital Society, ICT, 
Energy Efficiency, Renewable Energy

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)

Additional Information

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.

Call documents

HE-Work Programme 2023-2024, Cluster 5, Destination 3HE-Work Programme 2023-2024, Cluster 5, Destination 3(1159kB)

Contact

National Contact Points for Horizon Europe
Website

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