Improving Socio-economic Outcomes For Persons With Dementia And Informal Caregivers
HORIZON Research and Innovation Actions
Basic Information
- Identifier
- HORIZON-CL2-2027-02-TRANSFO-09-two-stage
- Programme
- Culture, Creativity and Inclusive Society - 2027 - Two-stage
- Programme Period
- 2021 - 2027
- Status
- Forthcoming (31094501)
- Opening Date
- March 2, 2027
- Deadline
- May 4, 2027
- Deadline Model
- two-stage
- Budget
- €22,000,000
- Min Grant Amount
- €2,000,000
- Max Grant Amount
- €3,700,000
- Expected Number of Grants
- 6
- Keywords
- HORIZON-CL2-2027-02-TRANSFO-09-two-stageHORIZON-CL2-2027-02-TWO-STAGEDementiaDepressionHealth care sciences and services (including hospital administration, health care financing)Health services, health care researchPatient carePublic health policiesQuality of health careSelf-management
Description
Projects should contribute to all of the following expected outcomes:
- Persons with dementia experience improved social, mental and socio-economic outcomes through the development and implementation of person-centred interventions that enhance autonomy, inclusion, and quality of life.
- Informal caregivers benefit from reduced emotional, financial, and physical burden thanks to evidence-based support measures, policies, and services that improve their well-being and economic resilience.
- Support networks, long-term care and healthcare systems provide more integrated and accessible care for people with dementia and their caregivers through strengthened coordination between healthcare providers, long-term care and social services, and community organisations.
- Researchers (including from SSH disciplines) and policymakers have access to improved, gender-sensitive data on dementia care to inform policies (in particular national strategies and EU aging policy), optimise resource allocation, and enhance the effectiveness of care models.
Dementia is a progressive neurological disease. The number of people with dementia will double by 2050 in the European Union, from 10 million currently. As people with dementia lose their ability to care for themselves, care is often provided by informal caregivers, which mostly include family members, and more specifically women. In fact, 71% of the estimated time devoted to unpaid care for people with dementia is devoted by women. Women, especially those in vulnerable situations such as those from lower socio-economic backgrounds, often face additional pressures in managing caregiving responsibilities, which may exacerbate pre-existing inequalities. Furthermore, the provision of informal care has a negative impact on the economic and social life of the caregiver, as the time spent on the person with dementia is time not spent in employment or with other friends and family. Additionally, informal care is unpaid and has been estimated to have negative financial consequences for the caregivers themselves and the society as a whole. Studies have also shown that people with dementia and their informal caregivers have higher rates of depression than the general population.
While there is a lot of attention for clinical research, there is far less attention for the aspects surrounding the economic and social life, financial stability and the mental health of persons with dementia and informal caregivers. Many innovative solutions have been proposed, but few have been implemented on a wide scale. Social public policies with different design and funding that take into account the substitution and complementarities between formal and informal caregivers have been implemented to reduce the burden of the informal caregivers. What is needed, are systemic interventions focussed on improving these aspects for patients and informal caregivers and addressing the gendered nature of caregiving.
Priority should be given to scaling up and contextualising interventions that have already shown promise or effectiveness at smaller scale, rather than developing entirely new or untested solutions. Applicants should provide a robust methodological framework for evaluating the effectiveness of the interventions. Proposals should also assess the economic feasibility and sustainability of the interventions, including cost-effectiveness and potential integration into existing health and social care systems or policy frameworks. Proposals can focus on groups in vulnerable situations (e.g. migrants, lower socio-economic populations, people with disabilities) for gender-responsive and inclusive interventions. Social inequality analyses are therefore also recommended. Community based models (e.g. dementia-friendly cities, peer-support groups) can be included, as well as analyses of the quality of residence of people with dementia. Proposals are encouraged to include technology and digital tools in the scope of their work.
Considering the already high burden of dementia, interventions should be implemented in at least four Member States or Associated Countries. Considering the focus, it is of the upmost importance that informal caregivers are involved in the research throughout (in the design and implementation) to ensure that interventions are tailored to the real needs of caregivers and the individuals they care for.
Proposals should outline clear, evidence-based strategies for tailoring, deploying, and assessing these interventions at individual, family, community, and societal levels, while addressing the specific needs of different caregiver demographics.
Destination & Scope
Projects funded under this destination should contribute to the following expected impacts in the Horizon Europe Strategic Plan 2025-2027[1]:
- Strengthening social and economic resilience and sustainability
- Boosting inclusive growth and reducing vulnerabilities effectively
The expected impacts reflect the two-pronged nature of the destination. On the one hand, research funded by this destination will improve the understanding of how the macro drivers of change (technological change, climate change, new global trade patterns, along with migration, human mobility, and other demographic changes) impact society and inform policy makers on how to mitigate negative consequences and harness newly created opportunities. The results obtained should improve the understanding of the interplay between different drivers of change and their social, ethical, political, and economic implications. The improved understanding of these challenges and their economic, social, and distributional impacts will fill in the research gaps while also inform the design and assessment of policies addressing existing and emerging challenges, including in the areas of education, well-being and mental health.
On the other hand, research and innovation investment should be geared towards deepening the understanding of how ongoing changes impact society, with a specific emphasis on the key objectives of boosting inclusive and sustainable growth and effectively reducing vulnerabilities, poverty and inequalities. This knowledge should provide valuable insights to policymakers to design and assess policies that effectively address vulnerabilities while capitalizing on emerging opportunities.
Overall, the destination’s activities will help promote the EU’s inclusive growth, resilience, and fair transition towards climate neutrality, by providing solid analytical evidence to implementing actions related to:
- The European Pillar of Social Rights, and its Action Plan with its three ambitious targets (78% employment rate, 60% of population with yearly training, and reduction of the number of people at risk of poverty and social exclusion by at least 15 million by 2030)
- the European Education Area and its EU-level 2030 targets
- The Union of Skills (including envisaged initiatives on skills portability and the European Strategy for Vocational Education and Training, the Pact for Skills and the Skills Agenda)
- the first-ever EU Anti-Poverty Strategy and the European Affordable Housing Plan
- The Union of Equality policies and strategies, including:
- the Strategy for the Rights of Persons with Disabilities 2021-2030[2] (in line with the United Nations Convention on the Rights of Persons with Disabilities[3]); the European Accessibility Act (Directive 2019/882), and the European Disability Card
- The Gender Equality Strategy 2020 – 2025 and the Directive combating violence against women and domestic violence
- EU Anti-racism Action Plan 2020-2025
- The Strategic EU Framework for Roma Equality, Inclusion and Participation 2020-2030
- The LGBTIQ Equality Strategy 2020-2025
- The Communication on Demographic change in Europe: a toolbox for action
- The EU’s just transition policy framework, in line with the 2040 Climate Target Plan, including the Just Transition Mechanism, the Social Climate Fund, and the Council Recommendation on ensuring a fair transition towards climate neutrality
- The new Pact for European Social Dialogue and the Council Recommendation on strengthening social dialogue in the EU.
- The European Child Guarantee
- The Council Recommendation on adequate minimum income
- The Commission Communication on a comprehensive approach to mental health
- The new Pact on Asylum and Migration and its accompanying actions, initiatives and legislation.
A new European Partnership on Social Transformations and Resilience[4], focused on the social sciences and humanities (SSH), will be launched to make use of their potential to foster resilience, fairness and inclusiveness, and social cohesion in the light of changes in climate and environment, technology, demography, and unexpected shocks. The Partnership will fund research and innovation activities in the areas of the future of work, modernisation of social protection and essential services, education and skills development and a fair transition towards climate neutrality.
Applicants are encouraged to consider, where relevant, the services offered by the current and future EU-funded European Research Infrastructures, particularly those in the social sciences and humanities (SSH) domain[5].
Where applicable, proposals should leverage the data and services available through European Research Infrastructures federated under the European Open Science Cloud (EOSC), as well as data from relevant Data Spaces. Particular efforts should be made to ensure that the data produced in the context of this research is FAIR (Findable, Accessible, Interoperable and Re-usable).
To maximise the impacts of R&I under this Destination in line with EU priorities, international cooperation is encouraged whenever relevant in the proposed topics.
Research on social and economic transformations funded by topics in the present Work Programme will build upon its predecessors in Horizon 2020 and Horizon Europe and further push the boundaries of state-of-the-art knowledge. It will do so by further engaging with a vast array of stakeholders, not limited to universities and research centres, but also extending to social partners (trade unions and business organizations), civil society organizations, practitioners, VET providers, and SMEs.
The destination will rely on a carefully balanced mix of actions, to bring together a balanced and appropriate set of stakeholders to achieve research of the highest quality, while aiming at providing recommendations to policymakers at European, national, regional and local level that could have a beneficial societal and economic impact. In order to facilitate the latter, it will maximise the feedback to policy and the dissemination and exploitation of research and innovation results and practices in the domain of social and economic transformations.
[2] https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=celex%3A52021DC0101
[3] https://www.ohchr.org/en/instruments-mechanisms/instruments/convention-rights-persons-disabilities
[4] see topic HORIZON-CL2-2026-02-TRANSFO-01 in this Work Programme
[5] https://ri-portfolio.esfri.eu/ for example CESSDA - Consortium of European Social Science Data Archives
Eligibility & Conditions
General conditions
1. Admissibility Conditions: Proposal page limit and layout
Applicants submitting a proposal for a blind evaluation (see General Annex F) must not disclose their organisation names, acronyms, logos nor names of personnel in the proposal abstract and Part B of their first-stage application (see General Annex E).
2. Eligible Countries
As 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.
3. Other Eligible Conditions
As described in Annex B of the Work Programme General Annexes.
4. Financial and operational capacity and exclusion
As described in Annex C of the Work Programme General Annexes.
5a. Evaluation and award: Award criteria, scoring and thresholds
The first-stage proposals of this topic will be evaluated blindly.
In addition, as described in Annex D of the Work Programme General Annexes.
5b. Evaluation and award: Submission and evaluation processes
As described in Annex F of the Work Programme General Annexes and the Online Manual.
5c. Evaluation and award: Indicative timeline for evaluation and grant agreement
As described in Annex F of the Work Programme General Annexes.
6. Legal and financial set-up of the grants
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]].
The granting authority may, up to 4 years after the end of the action, object to a transfer of ownership or to the exclusive licensing of results, as set out in the specific provision of Annex 5.
In addition, as described in Annex G of the Work Programme General Annexes.
Specific conditions
As described in the specific topic of the Work Programme.
Application and evaluation forms and model grant agreement (MGA):
Application form templates — the application form specific to this call is available in the Submission System
Standard application form (HE RIA IA Stage 1 BLIND)
Evaluation form templates — will be used with the necessary adaptations
Standard evaluation form (HE RIA, IA and CSA Stage 1 BLIND)
Guidance
Model Grant Agreements (MGA)
Call-specific instructions
Additional documents:
HE Main Work Programme 2026-2027 – 1. General Introduction
HE Main Work Programme 2026-2027 – 5. Culture, Creativity and Inclusive Society
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
Frequently Asked Questions About Improving Socio-economic Outcomes For Persons With Dementia And Informal Caregivers
Support & Resources
Online Manual is your guide on the procedures from proposal submission to managing your grant.
Horizon Europe Programme Guide contains the detailed guidance to the structure, budget and political priorities of Horizon Europe.
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The European Charter for Researchers and the Code of Conduct for their recruitment – consult the general principles and requirements specifying the roles, responsibilities and entitlements of researchers, employers and funders of researchers.
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