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Intelligent Energy - Europe (EIE) THE instrument for non-technological Community support activity in the energy field. Information day 28 November 2003. Info day - morning. Info day - afternoon. Chat in parallel to morning and afternoon session. One „chatter“ on podium, others in the back.

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slide1

Intelligent Energy - Europe (EIE)THE instrument for non-technological Community support activity in the energy field

  • Information day28 November 2003
slide4
Chat in parallel to morning and afternoon session. One „chatter“ on podium, others in the back.
  • The Q+A session of the afternoon will take part in room S1 and S4. It will be transmitted from room S1.
  • The Q+A session of the afternoon will also include questions from the chat.
  • All questions and answers will be recorded and will be put on the website of the EIE Programme under “FAQ”.
call for proposals 2003
Call for proposals 2003
  • Publication on website of DG TREN, EIE programme website and website of managenergy in a few days
  • also publication in Official Journal in December 2003
  • Deadline 31 March 2004 (except for events)
  • Budget of 41.5 M€ plus contributions from EEA and participating candidate countries
  • only for restricted number of priorities
the relation of eie and fp6

Precompetitive

FP6 boundaries

The relation of EIE and FP6

Energy Policy:

Solve Needs of Society

Research Policy:

Develop new Technologies

Market

Short term

Long term

CONCERTO

EIE

Demonstration

Dissemination

Research

eie a facilitating programme
EIE - a facilitating programme

EIE Key actions

RTD

inputs

Retrofitting

of social

housing

SAVE (+3)

Best

Integration of

Instruments

EIE

Legislation

inputs

RES electricity

ALTENER (+3)

  • New Instruments
  • created by EIE
  • Awareness
  • Behaviour
  • Monitoring
  • Training
  • - Financing

Alternative

vehicle propulsion

STEER (+2)

Strengthening local energy expertise in DC

COOPENER (+1)

the 4 fields of eie
The 4 fields of EIE

SAVE – Energy efficiency (RUE) 69.8 M€

ALTENER– Renewable Energies (RES) 80.0 M€

STEER– Energy aspects of transport 32.6 M€

COOPENER - Promotion of RES & RUE in developing countries 17.6 M€

Total 200 M€*

* Not yet including contributions from enlargement in 2004, nor from EEA and participating candidate countries

vertical key actions vka

SAVE

STEER

ALTENER

COOPENER

  • RES-Electricity
  • RES-Heat
  • Small Scale RES Applications
  • Alternative vehicle propulsion
  • Alternative vehicle propulsion
  • Policy measures for an efficient use of energy in transport
  • Strengthening the knowledge of local management agencies in the transport field
  • Energy policies, legislation and market conditions for enabling pover-ty alleviation in developing countries*
  • Strengthening local energy expertise in developing countries*

* Focus 2003: Sub-Saharan Africa

  • Multiplying success in buildings
  • Retrofitting of social houses
  • Innovative approaches in industry
  • Energy Efficient Equipment and Products
Vertical Key Actions (VKA)
horizontal key actions hka
Horizontal Key Actions (HKA)
  • Horizontal = for transsectoral issues
  • 2 types of Horizontal Key Actions
    • covering more sectors quite equally (HKA1+2)
    • complementing activities of vertical Key Actions (HKA 3-5)
horizontal key actions hka1

Sustainable Energy Communities

Think globally, act locally

Monitoring & Evaluation

Financing mechanisms & Incentives

Dissemination & Promotion

Horizontal Key Actions (HKA)
work programme 2003 2006
Work programme 2003-2006
  • Guidelines for each of the specific fields and key actions (chapter 2)
  • Implementation arrangements (chapter 3)
  • Evaluation process and criteria (chapter 4)
  • Indicative timetable for the implementation of the WP (chapter 5)
eie philosophy principles
EIE - Philosophy, principles
  • Principle of integration
    • of RUE and RES
      • support combined promotion of demand management and supply from renewables wherever possible
    • of instruments
      • combining legislation, technology, information, training, etc. and make tailored packages
    • of actors
      • involving all relevant key actors on the appropriate level(s)
what s new compared to save altener 2001 2002
What’s new? (compared to SAVE/ALTENER 2001-2002)
  • Enforcement of activities of horizontal character
    • Local actions
    • Financing & Incentives
    • Monitoring & evaluation
    • Dissemination & Promotion
  • Concerted Actions with Member States
what s the same compared to save altener 2001 2002
What’s the same? (compared to SAVE/ALTENER 2001-2002)
  • EIE is a non-technology programme
    • NOT funding costs for investments in demonstration
    • NOTfunding research
    • BUT addressing non-technological barriers
what s the same compared to save altener 2001 20021
What’s the same? (compared to SAVE/ALTENER 2001-2002)
  • EIE is a European programme looking for European added value
    • NOT for singular actions on a national or local level (subsidiarity)
    • BUT for learning together and from each other
information day 28 november 2003

Intelligent Energy - Europe (EIE)

SAVEWaltraud SchmidUnit D3, Demand Management

Information day28 November 2003

save is
SAVE is
  • Energy efficiency in buildings and industry
  • Total final energy consumption minus Final energy consumption of transport sector (STEER)
  • actions on the demand side, where users of energy play important role
  • increase of comfort and quality of life in addition to a reduction of energy intensity and energy consumption
4 save key actions
4 SAVE Key Actions
  • VKA1: Multiplying success in buildings
  • VKA2: Retrofitting of social houses
  • VKA3: Innovative approaches in industry
  • VKA4: Energy using equipment and products

Red color = included in call for proposals 2003

slide21

SAVE Key Action VKA1

Multiplying success in buildings

Target areas

  • Tools for the take-off of the buildings directive (Attention: partly Call for tenders!)
  • Schemes for the implementation of energy services, (e.g. Energy Performance Contracting), in particular retrofitting
  • Public buildings as shining examples
  • Promotion of best practice examples of high energy performance buildings
examples of instruments and type of actions under vka1
Examples of instruments and type of actions under VKA1
  • Pilot actions for the development of appropriate energy service concepts and related financial schemes (target area 2)
  • Activities to change the behaviour of building owners and tenants and their related organisations (target area 1+2)
  • Schemes for (Vocational) Training of market actors (target area 1)
  • Exchange of experience between key actors, such as housing associations and ESCOs (target area 2)
  • Proposals for improved institutional and legal (framework) conditions, e.g. changes of statutes of housing associations (target area 2)
key actors in vka1
Key actors in VKA1
  • Public authorities,
  • (associations of) building owners,
  • ESCOs,
  • Energy agencies,
  • Associations of installers, certifying authorities, vocational training institutes, architects, construction companies, financing institutions, tenants, consumers/households.
  • Building research institutes and standardisation institutes (mainly for tenders)
save key action vka3
SAVE Key Action VKA3

Innovative approaches in industry

PROMOTE EFFICIENT USE OF ENERGY IN INDUSTRY AND THEREBY STRENGTHEN THE COMPETITIVENESS OF INDUSTRY - IN PARTICULAR OF SMEs - IN EU AND CEEC

Target areas

  • (Instruments for) Energy Management
  • Energy services in SMEs
  • Polygeneration
examples of instruments and type of actions under vka3
Examples of instruments and type of actions under VKA3
  • Dissemination on best practice in the field of energy management, energy services for SMEs and polygeneration (target areas 1-3),
  • Promotional schemes/programmes to stimulate the take-up of energy management and energy services, in particular in SMEs (TA 1+2),
  • Educational activities, in particular with “train the trainer” schemes to achieve high multiplying effects (target area 1),
  • Actions to establish and implement common quality standards for energy monitoring, audits, energy services (target areas 1+2)
  • Networking to exchange experience among programme actors of relevant programmes and initiatives (target areas 1+2),
  • Voluntary agreements with industry branches or companies to reduce energy consumption or CO2 emissions of industry (target area 1),
key actors in vka3
Key actors in VKA3
  • manufacturers,
  • consultants,
  • financiers,
  • ESCO’s,
  • utilities incl. district heating companies,
  • industrial, professional and consumer associations,
  • energy agencies,
  • public administrations as parties in programmes / voluntary approaches for energy management
slide27

Intelligent Energy - Europe (EIE)

ALTENERWilliam GillettDeputy Head ofUnit D2, “New and renewable Energies”

Information day28 November 2003

altener is
ALTENER is
  • Support local implementation of EU legislation
    • RES Electricity directive
    • Biofuels directives
    • Building directive
    • Proposed CHP directive
  • Support local implementation of EU policies RES electricity, heating / cooling, liquid / gaseous fuels
  • Promote new and renewable energy sources, and their efficient integration into the demand
4 altener key actions
4 ALTENER Key Actions
  • VKA5: RES Electricity
  • VKA6: RES Heat
  • VKA7: Small Scale RES
  • VKA8: Alternative vehicle propulsion

Red colour = included in call for proposals 2003

altener key action vka5
ALTENER Key Action VKA5

RES-Electricity

SUPPORT MEMBER STATES TO TAKE THE APPROPRIATE STEPS TO ENCOURAGE GREATER CONSUMPTION OF ELECTRICITY PRODUCED FROM RENEWABLE ENERGY

Target areas

  • national indicative targets, (benchmarking, definitions)
  • support schemes, (costs, prices regulatory frameworks)
  • grid system issues, (connection costs, capacity)
  • green electricity, (best practice, market study, promotion)
  • distributed electricity production, (stimulate local action)
examples of instruments and type of actions under vka5
Examples of instruments and type of actions under VKA5
  • Share experiences in collecting data on RES electricity, and in accelerating the processes of data collection, processing and publication
  • Compare the evolution of RES costs and public sector support, and assess the support needed to achieve stable market growth
  • Develop and assess possible links between schemes for guarantee of origin, renewable electricity certification, and CO2 certification
  • Benchmark grid connection and usage / services costs
  • Stimulate further integration of electricity market processes, with a focus on distributed generation (RES, CHP, other small generators)
  • Benchmark green electricity best practices, and perform campaigns to promote green electricity, and guarantee of origin across the EU
key actors in vka5
Key actors in VKA5
  • Regulators
  • Electricity exchanges (pools)
  • Electricity traders
  • Utilities
  • RES power producers
  • Research institutions, Agencies and consultants
altener key action vka6
ALTENER Key Action VKA6

RES-heat

ENCOURAGE GREATER SHARE OF HEAT AND COOLING PRODUCED FROM RENEWABLE ENERGY

Target areas

  • legislation, fuels standards and norms (RES systems)
  • supply chain and market structures (RES products)
  • Promotion and training (best practice, training)
examples of instruments and type of actions under vka6
Examples of instruments and type of actions under VKA6
  • Promote Standardisation of biomass fuels (eg pellets and wood chips), the solar Keymark scheme, and other RES heating standards
  • Assess best practices for RES heating and cooling, and for CHP based on biomass fuels
  • Compare RES heat prices within European markets
  • Develop policy and legislative instruments for promoting future RES heating and cooling markets
  • Develop supply chains for RES heat products and promote schemes aimed at reaching “critical mass” at local / regional levels
  • Establish ESCO’s which target RES heating and cooling markets
  • Train RES heating and cooling professionals, architects, and installers
key actors in vka6
Key actors in VKA6
  • Biomass, solar and geothermal industries
  • Biomass fuel suppliers / producers / distributors
  • Agricultural organisations, Agencies
  • Public authorities, local and regional
  • Associations of building owners, architects
  • Research institutions, Agencies and consultants
slide36

Intelligent Energy - Europe (EIE)

STEERIan HodgsonUnit D4, Clean Transport

Information day28 November 2003

steer key actions
STEER Key actions
  • KA8 -Alternative vehicle propulsion
  • KA9 - Policy measures for an efficient use of energy in transport
  • KA10 - Strengthening the knowledge of local management agencies in the transport field

Note: All address passenger and freight, in any

mode of transport in either rural or urban areas.

Red colour = included in call for proposals 2003

slide38

First call for proposals

  • In the first call:
    • STEER funds around 3-4 M€
    • STEER part will be entirely devoted to KA 10 - developing agencies skills
slide39

Key Action 10 target areas

  • KA10 - Strengthening the knowledge of local management agencies in the transport field
    • Training and education of local agencies
    • Supporting local actors to collaborate in programme and project participation
slide40

What sort of actions?

Some ideas:

  • Consortium of agencies wishing to be trained in transport energy issues needing funding to pay trainers.
  • Consortium of agencies with transport expertise wanting funding to enable delivery of training to other agencies.
  • Group of agencies wanting on-going training and assistance e.g. with mobility management.
  • Local transport organisations or groups wishing to be trained in transport energy issues.

Hope that agencies will bid in collaboration with other relevant transport stakeholders

slide41

Further ideas

  • Possible partners in transport energy activity
    • Local authorities
    • Public transport operators/organisations
    • Cycling organisations
    • Freight transporters/organisations
    • Mobility planners
    • Vehicle manufacturers
    • Energy suppliers
slide42

Important aspects

  • Appropriateness of activity proposed
  • Scale of activity (adequate coverage)
  • Involvement of transport energy expertise (can be external to agencies)
  • Firm commitment of potential participants
  • How will activity lead to action (follow-up actions)
slide43

Contact

Ian Hodgson

DG TREN D4

Tel: +32 2 299 9625

E-mail: [email protected]

slide44

Intelligent Energy - Europe (EIE)

COOPENERWilliam GillettDeputy Head of Unit D2 “New and Renewable Energies”

Information day28 November 2003

slide45

Developing Country Governments

EU Member States

European Commission

NGO’s

Development Banks

Private Sector

COOPENER and the EU Energy Initiative

Partnerships with Developing Countries

(Develop local policies, regulations, knowledge and skills, to provide sustainable energy services for poverty alleviation in urban, peri-urban and rural areas)

coopener key actions
COOPENER - Key Actions

A key objective is to strengthen the existing capabilities in developing countries, so that those responsible will be better placed to negotiate their sustainable energy requirements with international market actors.

Two key actions :

  • Energy policies, legislation and market conditions for enabling poverty alleviation in developing countries
  • Strengthening local energy expertise in developing countries

Red colour = included in call for proposals 2003

slide47

Energy policies, legislation and market conditions…(I)

1st Key action objective:

AIMS TO STRENGTHEN LOCAL CAPACITY IN ENERGY POLICY AND REGULATION DEVELOPMENT BY HELPING LOCAL ENERGY POLICY MAKERS AND REGULATORS TO :

  • CREATE FAVOURABLE MARKET CONDITIONS FOR THE SUPPLY OF ENERGY SERVICES
  • ALLEVIATE POVERTY IN URBAN, PERI-URBAN AND RURAL AREAS OF DEVELOPING COUNTRIES
slide48

Energy policies, legislation and market conditions…(II)

1st Key Action - Target areas

  • The energy policy chain, from development to promotion and implementation
  • Pro-poor energy regulations, addressing sustainability, targets, grid connection rules for decentralised generation, tariffs, etc.
  • Energy planning for urban, peri-urban and rural areas
  • Financing, investments, import / other taxes, and support schemes for energy sector programmes and projects, with particular emphasis on SME’s
  • Promoting best practice in energy services to meet the needs of the poor
strengthen local energy expertise in developing countries i
Strengthen local energy expertisein developing countries I

2nd Key action objective:

AIMS TO PROMOTE AND SUPPORT INITIATIVES IN DEVELOPING COUNTRIES, WHICH WILL HELP TO BUILD A CRITICAL MASS OF HUMAN CAPITAL WITH UP TO DATE KNOWLEDGE AND EXPERTISE IN :

  • ENERGY POLICY MAKING
  • ENERGY REGULATION
  • ENERGY PLANNING
  • RENEWABLE AND EFFICIENT ENERGY TECHNOLOGIES AND BEST PRACTICES
strengthen local energy expertise in developing countries ii
Strengthen local energy expertisein developing countries II

2nd Key Action - Target areas

  • Training and networking for energy policy makers, regulators, and planners
  • Training, networking, mobility and study tours for energy professionals
  • Strengthening and reorienting existing Energy Centres, Agencies, and Industry Associations
coopener participation rules
COOPENER - participation rules
  • 1st Call will focus on sub-Saharan Africa
  • 6 M€ available for the 1st Call
  • EC will support up to 50% of eligible costs, on a “no-profit” basis
  • Minimum of TWO European partners from TWO European countries per project
  • Projects must involve participants from developing countries, who must :
    • have clear and substantial roles
    • be sub-contractors
coopener proposal evaluation
COOPENER - proposal evaluation
  • Quality of the action (important, relevant aims)
  • Quality of the approach (clear, appropriate methodology)
  • Community added value
    • Coherence with poverty reduction strategy plans
    • Coherence with EU Member States actions and EUEI
    • Size / scope of LDC inputs, commitment of LDC organisations
    • Transferability of results to other LDC’s
    • Benefits of work being done at EU level
  • Costs and benefits (value for money)
  • Organisation of team (experienced market actors, balanced)
horizontal key actions hka2

Sustainable Energy Communities

Think globally, act locally

Monitoring & Evaluation

Financing mechanisms & Incentives

Dissemination & Promotion

Horizontal Key Actions (HKA)

Red colour = included in call for proposals 2003

horizontal key action 2
HORIZONTAL Key action 2

Think globally, Act locally

LOCAL ACTION IS KEY TO ACHIEVING EU’s ENERGY & ENVIRONMENT OBJECTIVES

Target areas

  • ManagEnergy: the facilitating instrument for local energy activities
  • Support for the creation of local and regional energy management agencies and for the operation of national associations of agencies
  • Think globally: Community added value (Reflection Group)
target area 1 managenergy
Target area 1: ManagEnergy
  • Training activities for local actors
  • Good practice, benchmarking
  • Thematic networks
  • European meetings
  • Service & facility provider (not in this call)
target area 2 new agencies national associations
Target area 2: new agencies, national associations
  • Priority for creation of new agencies in Candidate countries
  • More limited number in the EU
  • Long-term commitment!
  • Support to the operation of existing associations (without previous support)
  • Support to the creation of new ones
target area 3 reflection group
Target area 3: Reflection group
  • A forum representing stakeholders
  • Exchange of ideas, recommendations
  • Feedback on EU initiatives & programmes
key actors in hka2
Key actors in HKA2
  • Energy management agencies with local activity
  • Municipalities and their associations
  • Regional, provincial authorities
  • National and European associations of agencies, municipalities and regions
  • Other stakeholders in the local energy scene
horizontal key action 3
HORIZONTAL Key action 3

Financing mechanism & Incentives

GIVE FINANCING ISSUES ADDED VALUE and IMPROVED VISIBILITY

Target areas

  • Cross-country analysis of different mechanisms
  • Development and promotion of innovative financing instruments and incentives schemes for RES / RUE investments
  • The right to fair competition
  • Platform/Forum for exchange of experience
key actors in hka3
Key actors in HKA3
  • capital providers and financing experts,
  • energy agencies,
  • ESCO’s,
  • public authorities,
  • consultancies and industrial associations from all sectors
  • Associations (consumers, buildings, transport, industry)
  • (research) institutions with expertise in economic analysis or financing mechanisms
examples of instruments and type of actions under hka3
Examples of instruments and type of actions under HKA3
  • Studies to analyse financing related market barriers and to identify key factors for success and failure of financing instruments in the different countries (target area 1),
  • Pilot actions to improve existing instruments and to test new innovative instruments (target area 2),
  • Development of quality standards for instruments where appropriate, e.g. for Energy Performance Contracting (target area 2),
  • Dissemination and promotional activities towards specific target groups to accelerate the diffusion of successful financial instruments (target areas 1+2),
horizontal key action 4
HORIZONTAL Key action 4

Monitoring & Evaluation

STRENGTHEN MONITORING AND EVALUATION AND THUS IMPROVE THE DESIGN AND IMPACT OF PROJECTS AND PROGRAMMES

Target areas

  • Monitoring and evaluation of different RES/RUE policies and measures
  • Methods, indicators and modelling of future trends and policy impacts (partly call for tenders)
  • Platform for exchange of experience
key actors in hka4
Key actors in HKA4
  • (applied research)institutions with experience of monitoring and evaluation in RES/RUE activities
  • authorities in charge of RES/RUE activities
  • energy agencies;
  • research, perspective and modelling institutions;
  • managers of RUE&RES related programmes,
  • consultancies,
  • dependent on the subject also interest groups and associations, utilities, ESCO’s and other intermediate financial actors, citizens associations etc.
examples of instruments and type of actions under hka4
Examples of instruments and type of actions under HKA4
  • studies and pilot actions (target areas 1 + 2)
  • workshops or seminars for the exchange of experience, (target area 3)
  • Capacity building regarding monitoring and evaluation (target area 1-3)
  • Dissemination of related knowledge (target area 1-3)
slide68

Principles of grants (3.1 of the work programme 2003-2006)

The types of actions under the grant scheme (3.3)

General rules for grants (3.2)

Evaluation process and criteria (4.1 and 4.2)

documents to consult i
Documents to consult - I
  • Work programme 2003-2006
  • Annual work programme 2003(both adopted by Decision of the Commission)
  • Text of the call for proposals

Soon available on the website of the EIE programme, http://europa.eu.int/comm/energy/intelligent/index_en.htmland also on the website of managenergy

documents to consult ii
Documents to consult - II
  • „Detailed description of the key actions“ – working document
  • „Guide for proposers“
  • Application forms
  • Model agreement (contract)

Soon available on the website of the EIE programme, http://europa.eu.int/comm/energy/intelligent/index_en.html and also on the website of managenergy

grants subventions
initiative comes from “the market”

co-financing principle; in EIE: max. 50% of total eligible costs

beneficiaries are owner of the results, Commission has right to use

generally via Call for proposals (CfP)

Financial regulation, Title VI

Grants (subventions)
4 type of actions under grants

Type 1

Type 2

Type 3

Support for creation of agencies

Specific support for events (SSE)

General

actions

(GA)

4 Type of actions under grants

Not included in Call for proposals

Included in Call for proposals 2003

Type 4

Concer-ted Actions (CoA)

4 type of actions under grants i
4 Type of actions under grants I
  • Type 1 - General actions (GA)
    • The majority of actions, comparable to SAVE and ALTENER actions of the past
  • Type 2 - Support for creation of local and regional energy management agencies
    • Comparable to the support for SAVE agencies of the past
4 type of actions under grants ii
4 Type of actions under grants II
  • Type 3 - Specific support for events (SSE)
    • Comparable to “Direct subventions” in SAVE and ALTENER 2001-2002
  • Type 4 - Concerted Actions with Member States and participating countries (CoA)
    • NOT in call for proposals
who can participate the basics i
Who can participate? – The Basics I
  • Basis set by Article 10 of Programme decision:
    • (public or private) legal persons
    • from Member States and European Economic Area (EEA), plus Candidate Countries on basis of agreements
  • EEA (Iceland, Norway, Liechtenstein) in SAVE, ALTENER, STEER, but not COOPENER
who can participate the basics ii
Who can participate? – The Basics II
  • Accession and Candidate countries on the basis of MoU.
  • Participation in 2003:
    • yes: Lithuania, Slovenia, Bulgaria, Romania.
    • Without response so far: Poland
    • no: Czech Republic, Estonia, Hungary, Latvia, Slovakia, Malta, Cyprus
minimum n of partners i
Minimum n° of partners I
  • Type 1: 3 independent legal persons from 3different participating countries
  • Exception: COOPENER2 independent legal persons based from 2 different EU or Candidate Countries + clear and substantial involvement from those developing countries in which the actions are to be carried out (included as subcontractors)
minimum n of partners ii
Minimum n° of partners II
  • Type 2: 2 local or regional authoritiesfrom 2 different participating countries
  • Type 3: 1 legal person from one of the participating countries
  • (Type 4: no minimum specified)
maximum eu support
Maximum EU support
  • EU support on basis of co-financing (no profit!)
  • Max support 50% of total eligible costs, actual support is decided during evaluation process
  • Co-ordination costs, up to 7% of total eligible costs, can be reimbursed 100% - within the limit of total max 50% EU support
  • For type 3 (support for events): max 50% and max. 40.000 EUR
eligibility of costs i
Eligibility of costs I

Eligibility based on financial regulation, Art. 117 (181 IR). To be considered eligible, costs must be

  • connected with the subject of the agreement and provided for in the estimated budget annexed to it;
  • necessary for performance of the action covered by the agreement;
  • reasonable and justified and accord with the principles of sound financial management;
  • generated during the lifetime of the action (duration of agreement);
  • actually incurred by the beneficiary, recorded in his accounts in accordance with the applicable accounting principles, and declared in accordance with the requirements of the applicable tax and social legislation;
  • identifiable and verifiable.
eligible direct costs
Eligible direct costs …

… are those costs which, with due regard for the conditions of eligibility,

  • are identifiable as specific costs directly linked to performance of the action and
  • can therefore be booked to it directly.
eligible direct costs examples i
Eligible direct costs - examples I

In particular, the following direct costs are eligible, provided that they satisfy the criteria as set:

  • cost of staff assigned to the action
  • travel and subsistence allowances for staff taking part in the action
  • costs entailed by other contracts awarded by the beneficiary for the purposes of carrying out the action (“Subcontracting”);
slide83

Eligible direct costs - examples II

  • “other costs” arising directly from requirements imposed by the agreement(workshops for dissemination of information, audits, reproduction, cost of financial services, etc.);
  • costs of consumables and supplies,provided that they are identifiable and assigned to the action;
  • purchase cost of equipment (new or second‑hand),provided that it is written off in accordance with the tax and accounting rules applicable to the beneficiary and generally accepted for items of the same kind.
eligible indirect costs
Eligible indirect costs …

(“Overheads”) … are those costs which, with due regard for the conditions of eligibility,

  • are not identifiable as specific costs directly linked to performance of the action which can be booked to it directly,
  • but which can be identified and justified by the beneficiary using his accounting system as having been incurred in connection with the eligible direct costs for the action.

… may not include any eligible direct costs.

eligible indirect costs examples
Eligible indirect costs - examples
  • Differ considerable from company to company
  • Are typically
    • Costs of administration (secretariat, accounting, IT) and management (director),
    • Rent and maintenance of the office
    • Office supplies
2 ways to include eligible indirect costs in eie
2 ways to include eligible indirect costs in EIE
  • If indirect costs are identifiable and justified: actual indirect costs related to the project are accepted on case-by-case basis
  • By way of derogation, the indirect costs incurred in carrying out the action may be eligible for flat‑rate funding fixed at not more than 7% of the total eligible direct costs, which then need not be supported by accounting documents.
non eligible costs
Non-eligible costs
  • VAT(unless the beneficiary can show that he is unable to recover it);
  • In-kind contributions (contributions which are not recorded in the accounts of the beneficiary)
  • costs declared by the beneficiary and covered by another action or work programme receiving a Community grant;
  • return on capital; debt and debt service charges; provisions for losses or potential future liabilities; interest owed; doubtful debts; exchange losses; excessive or reckless expenditure.
  • Indirect costs, if a beneficiary receives an operating grant from the EC
agreements
Agreements
  • Model agreement (“model contract”) under preparation - ready for December 2003
  • Agreement
    • Has all beneficiaries (“Proposers”, “Partners”) as contractual parties
    • defines duration, reporting, payment schedule, ownership of results, bank guarantee, etc. + general conditions
    • Foresees start of action only once the agreement is signed by both parties
evaluation process
Evaluation process

1. Eligibility criteria (formal)YES / NO

Evaluation by the Commission

2. Selection criteria (legal & capacity check)YES / NO

3. Award criteria (quality assessment)SCORES / MARKS

With all thresholds passed: inclusion in list of proposals recommended for selection - ranked

award criteria for type1
Award criteria (for type1)
  • 5 criteria
    • Quality of the action
    • Quality of the approach
    • Community added value
    • Costs and benefits
    • Organisation of the Team
weighting and thresholds
Weighting and thresholds
  • Equal weighting for the five criteria
  • Thresholds:
    • > 50% required for each of the first four criteria
    • > 70% will be required for the last criterion (Organisation of the team).
    • overall sum of the marks for all criteria should exceed 70% of the maximum total score to be classified “worth funding”
how and when to submit
How and when to submit?
  • Deadline for type 1 +2 actions: 31 March 2004
  • 2 deadlines for type 3 (events): 31 January 2004 and 31 May 2004
  • Submission
    • by post (stamp of day of deadline) or
    • by private courier (received by the Commission before 16:00 on day of deadline)
  • 1 original (with original signatures) and 5 copies of the original
  • Partly additional electronic submission
next steps
Next steps
  • Read / study carefully the available documents
  • Attend information day in your country
  • Develop and specify your idea(s)
  • Find out about recent activities linked to your idea(s)
  • ASK in case of questions /doubts
  • Check regularly the EIE website, particularly for FAQ
information days in countries
Information days in countries
  • 1st December 2003, Madrid (E)
  • 2nd December 2003, Sevilla (E)
  • 3rd December 2003, Valladolid (E)
  • 4th December 2003, Lisbon (PT)
  • 5th December 2003, Bilbao (E)
  • 10th December 2003, Eindhoven (NL)
  • 11th December 2003, Stockholm (S)
  • 12th December 2003, Trondheim (N)
information days in countries1
Information days in countries
  • 15th December 2003, Rome (IT)
  • 6th January 2004, Copenhagen (DK)*
  • 7th January 2004, Herning (DK)*
  • 14th January 2004, Ljubljana (SI)
  • 15th January 2004, Vienna (A)*

Further ones to follow soon – check the website!

All details are available in handouts and on website

* To be confirmed

further information1
Further information
  • EIE programme website (incl. project database!), http://europa.eu.int/comm/energy/intelligent/index_en.html
  • ManagEnergy website, www.managenergy.net
  • [email protected] requests per email
  • +32-2-2966016 for requests per fax
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