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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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Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

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

  • Information day28 November 2003




Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

  • 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 „chatter“ on podium, others in the back.

  • 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


Introduction gonzalo molina head of unit demand management

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

IntroductionGonzalo MolinaHead of Unit “Demand Management”

  • Information day

  • 28 November 2003


The relation of eie and fp6

Precompetitive „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

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) „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

Think globally, act locally

Monitoring & Evaluation

Financing mechanisms & Incentives

Dissemination & Promotion

Horizontal Key Actions (HKA)


Work programme 2003 2006
Work programme 2003-2006 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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? „chatter“ on podium, others in the back. (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? „chatter“ on podium, others in the back. (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? „chatter“ on podium, others in the back. (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) „chatter“ on podium, others in the back.

SAVEWaltraud SchmidUnit D3, Demand Management

Information day28 November 2003


Save is
SAVE „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

SAVE „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

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

Information day28 November 2003


Altener is
ALTENER „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • Regulators

  • Electricity exchanges (pools)

  • Electricity traders

  • Utilities

  • RES power producers

  • Research institutions, Agencies and consultants


Altener key action vka6
ALTENER Key Action VKA6 „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

STEERIan HodgsonUnit D4, Clean Transport

Information day28 November 2003


Steer key actions
STEER Key actions „chatter“ on podium, others in the back.

  • 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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

First call for proposals „chatter“ on podium, others in the back.

  • In the first call:

    • STEER funds around 3-4 M€

    • STEER part will be entirely devoted to KA 10 - developing agencies skills


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Key Action 10 target areas „chatter“ on podium, others in the back.

  • 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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

What sort of actions? „chatter“ on podium, others in the back.

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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Further ideas „chatter“ on podium, others in the back.

  • Possible partners in transport energy activity

    • Local authorities

    • Public transport operators/organisations

    • Cycling organisations

    • Freight transporters/organisations

    • Mobility planners

    • Vehicle manufacturers

    • Energy suppliers


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Important aspects „chatter“ on podium, others in the back.

  • 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)


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Contact „chatter“ on podium, others in the back.

Ian Hodgson

DG TREN D4

Tel: +32 2 299 9625

E-mail: ian.hodgson@cec.eu.int


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

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

Information day28 November 2003


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Developing Country Governments „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Energy policies, legislation and market conditions…(I) „chatter“ on podium, others in the back.

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


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Energy policies, legislation and market conditions…(II) „chatter“ on podium, others in the back.

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 expertise „chatter“ on podium, others in the back. in 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 expertise „chatter“ on podium, others in the back. in 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 action 2 pedro ballesteros unit d3 demand management

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

HORIZONTAL KEY ACTION 2Pedro BallesterosUnit D3, Demand Management

Information day28 November 2003


Horizontal key actions hka2

Sustainable Energy Communities „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • A forum representing stakeholders

  • Exchange of ideas, recommendations

  • Feedback on EU initiatives & programmes


Key actors in hka2
Key actors in HKA2 „chatter“ on podium, others in the back.

  • 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 actions 3 4 waltraud schmid unit d3 demand management

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

HORIZONTAL KEY ACTIONS 3 + 4Waltraud SchmidUnit D3, Demand Management

Information day28 November 2003


Horizontal key action 3
HORIZONTAL „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • (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 „chatter“ on podium, others in the back.

  • 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)


Administrative and financial arrangements

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

Administrative and financial arrangements

Information day28 November 2003


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Principles of grants „chatter“ on podium, others in the back. (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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • „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” „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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? – „chatter“ on podium, others in the back. 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? – „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back. 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”);


Intelligent energy europe eie the instrument for non technological community support activity in the energy field 1329247

Eligible „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back. 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

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) „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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? „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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


Further information

Intelligent Energy - Europe (EIE) „chatter“ on podium, others in the back.

Further information

Information day28 November 2003


Information days in countries
Information days in countries „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • 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 „chatter“ on podium, others in the back.

  • EIE programme website (incl. project database!), http://europa.eu.int/comm/energy/intelligent/index_en.html

  • ManagEnergy website, www.managenergy.net

  • Tren-intelligentenergy@cec.eu.intfor requests per email

  • +32-2-2966016 for requests per fax