Standardised offer/contract management for agile access to Rail Freight and multimodal services in EU
HORIZON JU Research and Innovation Actions
Basic Information
- Identifier
- HORIZON-ER-JU-2022-ExplR-03
- Programme
- EU-RAIL JU Call Proposals 2022-02
- Programme Period
- 2021 - 2027
- Status
- Closed (31094503)
- Opening Date
- September 12, 2022
- Deadline
- December 13, 2022
- Deadline Model
- single-stage
- Budget
- €2,300,000
- Min Grant Amount
- €2,300,000
- Max Grant Amount
- €2,300,000
- Expected Number of Grants
- 1
- Keywords
- HORIZON-ER-JU-2022-ExplR-03HORIZON-ER-JU-2022-02Freight and logisticsIntermodal freight transportRailwaySustainable transportTransport Railway
Description
The rail sector faces a major opportunity in Europe being a key player in the transport sector to be already sustainable and be able to fight against climate change, reduce CO2 emissions while ensuring a mass movement of goods and people. The European Green Deal[1] objective is to reach climate neutrality by 2050 and the Sustainable and Smart Mobility Strategy[2] articulates the pathways towards digitalising and greening the transport sector and sets specific milestones for the railway sector, including doubling of rail freight traffic by 2050, considering all national action fostering it.
In this context, the rail sector faces also a major challenge on how to increase freight traffic in such timeframe, delivering a competitive transport service but also reaching out and attracting new potential customers. The level of awareness on the need for delivering a better CO2 footprint in the transport supply chain has increased but customers (but also shippers or freight forwarders) may not always be aware of the rail route possibilities and combination with roads. This is expected to change with the developments performed in the first Destination 5 Flagship Project, which will provide expert solutions for the easy overview and access to rail and multimodal services that are important to make more accessible and available to the market what is the current freight rail service portfolio.
To support the easy usage of rail freight and multimodal services and a seamless switch towards rail, harmonised or even standardised models transport agreements and contracts are needed. In addition to the the commercial and legal conditions that would allow a possible easy shift from one mode to another, it is also important to have easily available some basic static information about network access points and about the general rail available services to effectively support the information/dissemination of todays EU rail freight network with its available nodes and commercial routes. This will also help to identify the supply chain flows most suitable for rail transport, in particular where the volumes or congestions can increase the business case.
The Project stemming from this topic should address this challenge in a static mapping (with updates possibilities) including analytical models based on today’s EU freight transport market, that will help to visually identify by the freight customers the most suitable supply chain flows for rail transport, from both a CO2 and business perspective. The development and availability of a freely accessible web-based public Rail Freight EU mapping would allow supply chain managers to have a first quick and informative knowledge regarding how to build rail freight based supply chains. Tools for a dynamic specific information about rail and multimodal services including additional information and booking functions are expected to be developed in the linked project from the topic HORIZON-ER-JU-FA5-01 and are therefore not requested specifically in this topic.
The projects stemming from this topic should also look for organisational solutions and legal/commercial conditions to enable an easy and quick shift from one transport mode to another, without penalties or other additional costs, having in mind the future target of a physical internet of logistics.
This mapping, together with the identification of the most suitable freight flows for rail use and an analysis on the commercial and legal conditions to enable a shift of freight flows, would support the identification of high potential routes before triggering potential commercial engagements and the use of more sophisticated tools for multimodal freight services (e.g. the ones developed from the linked project stemming from the topic HORIZON-ER-JU-FA5-01).
Digitalization and automation innovations, as foreseen in the EU-Rail Multi-Annual Action Plan, should be also taken into account and made explicit, as possible upcoming enablers to release new added value services in the rail freight market making the modal shift more attractive and cost effective to end users.
Scope:Taking into account the transport models (at regional, national and European levels) that have already been developed and used by private / public authorities for their planning, the areas of R&I, which needs to be addressed to tackle the above-mentioned expected outcomes are:
- Mapping the EU Rail Freight Service offering in EU with available nodes and routes ( Rail freight commercial directory ) and develop the IT framework for publication of a web-based map (freely accessible) with possible static updates;
- Desk research on the supply chain flows identifying target segments. Definition of KPIs (from both a CO2 and business perspective) to be used for identifying freight flows – to be inserted in the web-mapping – that are best positioned for the use of rail services;
- Analysis of the effects of long-term transport contracts on the flexibility of the transport system and conditions needed to allow a short-term shift of freight flows of single loads from one mode to another, taking into account framework contracts but also utilisation guarantees for specific services;
- Recommendation for harmonised general terms and conditions for the stakeholders to implement, including an analysis of the main constraints and the potential need adaptation of rules and legislation;
- Analysis on upcoming digital and technical innovations that would facilitate the use of rail services.
Proposals are expected to promote cooperation between different actors (involving as needed the supply chain starting with the customers, the logistic sector, the rail freight industry, relevant combined transport / inland waterways operators, terminal operators and research institutions) and consider opportunities brought by the integration of rail technological innovation in the supply chain.
Interactions with other EU-RAIL projects:
The action to be funded under this topic shall share the outputs with the linked projects from EU-RAIL Flagship Area 5 (stemming from the call topic HORIZON-ER-JU-FA5-01), take into consideration the work that it will release and work together for any potential interfaces.
The action should also coordinate with and take into account the work to be carried out in the projects funded under the Work Programme call HORIZON-CL5-2021-D6-01-07: More efficient and effective multimodal freight transport nodes to increase flexibility, service visibility and reduce the average cost of freight transport, and particularly the FOR FREIGHT project. It should also coordinate with the projects which will be funded under the currently open call HORIZON-CL5-2022-D6-02-01: Logistics networks integration and harmonisation through operational connectivity to optimise freight flows and drive logistics to climate neutrality.
Gender dimension
In this topic the integration of the gender dimension (sex and gender analysis) in research and innovation content is not a mandatory requirement.
[1] https://ec.europa.eu/info/strategy/priorities-2019-2024/european-green-deal_en
[2] https://ec.europa.eu/transport/themes/mobilitystrategy_en
Eligibility & Conditions
General conditions
The page limit of the application is as follows:
Regarding admissibility conditions and related requirements, part A of the Horizon Europe Work Programme 2021-2022 General Annexes applies with the following exception: the limit for a full Innovation Action, Research Innovation Action and Coordination and Support Actions applications is set to 70 pages.
2. Eligible countries: 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 eligibility conditions: described in Annex B of the Work Programme General Annexes
4. Financial and operational capacity and exclusion: described in Annex C of the Work Programme General Annexes
The granting authority can fund a maximum of one project.
- Award criteria, scoring and thresholds are described in Annex D of the Work Programme General Annexes
The award criteria included in the General Annexes of the Horizon Europe – Work Programme 2021 – 2022 are complemented with additional criteria as specified in Annex VIII to this Work Programme.
- Submission and evaluation processes are described in Annex F of the Work Programme General Annexes and the Online Manual
- Indicative timeline for evaluation and grant agreement: described in Annex F of the Work Programme General Annexes
As specified in section 2.3.8.1 of the WP 2022, in order to facilitate the contribution to the achievement of the EU-Rail objectives, the options regarding 'linked actions' of the EU-Rail Model Grant Agreement and the provisions therein, is enabled in the corresponding EU-Rail Grant Agreements.
The action that is expected to be funded under this topic will be complementary to the actions expected to be funder under the topic:
- HORIZON-ER-JU-FA5-01
Please note that the list is non-exhaustive as additional Linked Projects may follow at a later stage of the programme implementation to complement the activity.
The starting date of grants awarded under this topic may be as of the submission date of the application. Applicants must justify the need for a retroactive starting date in their application. Costs incurred from the starting date of the action may be considered eligible.
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]].
6. Legal and financial set-up of the grants: described in Annex G of the Work Programme General Annexes
Specific conditions
7. Specific conditions: described in the [specific topic of the Work Programme]
Applicant Private[[As defined in Article 2(5) of Council Regulation (EU) 2021/2085.]] Members of the EU-Rail part of consortia responding to this topic should provide in-kind contributions to additional activities to be declared via the template model available on the F&T portal. The amount of total in-kind contributions (i.e. in-kind contributions for operational activities and in-kind contributions for additional activities) should be no less than 1.263[[In order to support a leverage factor of no less than the ratio between the contribution from members other than the Union and the Union financial contribution, as on the basis of Articles 88 and 89 of Council Regulation (EU) 2021/2085.]] times the funding request, in aggregate, of these applicant Private Members. Any discrepancy shall be well and duly justified.
In this respect, the grant agreements will set, in principle, annual deliverable on in-kind contributions for the projects selected under this topic, as well as mandatory reporting requirements, for those applicants who are Private Members of EU-Rail.
Indicative project duration: 24 months. This does not preclude submission and selection of a proposal with a different project duration.
Special skills and/or capabilities expected from the Applicant(s)
Applicants shall ensure that their proposals and consortium reflect the aggregated expertise to perform the activities and achieve the objectives set by the topic. Proposals are expected to promote cooperation between different actors (involving as needed the supply chain starting with the customers, the logistic sector, the rail freight industry, relevant combined transport / inland waterways operators, terminal operators and research institutions) and capturing the need from potential clients, end customers, involving them as needed.
The applicants are also expected to gather expertise leveraging from the knowledge of the rail freight actors in the supply chain . In addition, applicants should build their solution from the expectations of end customers, considering the R&I contribution and vision from the EU-Rail Master Plan and Multi-Annual Work Plan.
Documents
Call documents:
Application form — call-specific application form is available in the Submission System from 13 September 2022
Evaluation form
Model Grant Agreement (ToMGA)
Europe's Rail -Work Programme 2022 - 2024
Europe's Rail - Master Plan
Europe's Rail - Multi Annual Work Programme
Additional documents:
HE Main Work Programme 2021–2022 – 1. General Introduction
HE Main Work Programme 2021–2022 – 13. General Annexes
HE Framework Programme and Rules for Participation Regulation 2021/695
HE Specific Programme Decision 2021/764
Rules for Legal Entity Validation, LEAR Appointment and Financial Capacity Assessment
EU Grants AGA — Annotated Model Grant Agreement
Funding & Tenders Portal Online Manual
Funding & Tenders Portal Terms and Conditions
Funding & Tenders Portal Privacy Statement
Questions & Answers Release 1: 27 September 2022
Questions & Answers Release 2: 06 October 2022
Questions & Answers Release 3: 14 October 2022
Questions & Answers Release 4: 25 October 2022
Questions & Answers Release 5: 3 November 2022
Questions & Answers Release 6: 17 November 2022
Support & Resources
EU-RAIL JU Call Helpdesk: [email protected]. Please note that the deadline for addressing queries related to EU-RAIL JU call for proposals to the Q&A functional mailbox ([email protected]) is Wednesday 30 November 2022 at 17:00 (Brussels Local Time).
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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Latest Updates
A total of 16 proposals were submitted to this call.
HORIZON-ER-JU-2022-ExplR-01: 2 proposals
HORIZON-ER-JU-2022-ExplR-02 : 4 proposals
HORIZON-ER-JU-2022-ExplR-03: 2 proposals
HORIZON-ER-JU-2022-ExplR-04: 1 proposal
HORIZON-ER-JU-2022-ExplR-05: 1 proposal
HORIZON-ER-JU-2022-ExplR-06: 1 proposal
HORIZON-ER-JU-2022-ExplR-07 : 2 proposals
HORIZON-ER-JU-2022-FA7-01: 1 proposal
HORIZON-ER-JU-2022-FA7-02: 1 proposal
HORIZON-ER-JU-2022-FA7-03: 1 proposal
The evaluation of the proposals will start in December 2022 and will be finalized in February 2023.
Applicants are expected to be informed about the outcome of the evaluations, indicatively, March 2023.
The successful proposals will go through the Grant Agreement Preparation (GAP) phase and the deadline for the Grant Agreement signature is scheduled for mid-2023.
On 2nd December 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 2nd December 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 23 November 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 23 November 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 17 November 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 17 November 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 3rd November 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 03rd November 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 25 October 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 25 October 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 14 October 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 14 October 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 06 October 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 06 October 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 27 September 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).
On 27 September 2022 a new release of the "Questions & Answers" document was published (Topic Conditions section: Additional Documents).