Gianluca Tondi, IEE Renewable Energy Unit, EACI

“Systematic energy management in cities and

counties in Croatia” Conference”, Split - 14 May 2008

The Intelligent Energy - Europe

Funding areas & application guidelines

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OBJECTIVES

Enabling Policies: 20% by 2020

Market transformation

Changing behaviour

Training

Access to capital

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SAVE

� Energy efficient buildings

� Industrial excellence in energy

� Products (closed in 2008)

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Energy efficient buildings

Enabling policies

�Large-scale

information campaigns

�Voluntary schemes for

buildings not covered

by the EPBD

Market transformation

• Retrofitting

• Passive / very low

energy houses

Changing behaviour

• Retrofitting public

buildings

• Building occupants

Training

• Actions to

institutionalise

education/training

• Large-scale

education and

training schemes

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Industrial excellence in energy

� Enabling policies

� Implementation of schemes to foster energy audit and management

� Voluntary Agreements

� Market transformation

� Introduction of energy services

� Sectors with large untapped savings potential

� Changing behaviour

� Energy managers

� Energy-efficient procurement and purchasing

� Access to capital

� Promotion of financing packages / models

� Training: Energy managers, maintenance personnel

NO MORE TOOL

DEVELOPMENT !!

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STEER

�Alternative fuels and clean vehicles

�Energy-efficient transport

�Capacity building in transport for

existing local and regional agencies

Transport of goods and/or people.

But no modal shift from road to rail or water ���� MARCO POLO

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Energy-efficient transport

�Enabling policies

�Occupancy-rate of cars

�Quality and attractiveness of collective transport (buses)

�Urban transport planning and promotion for safe walking and cycling

�Market transformation

�Clean taxis and car clubs

�Cycling

�Changing behaviour

�Freight sector

�Voluntary agreements for e-efficient driving

�Training: Exchange between practitioners

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Alternative fuels and clean vehicles

� Market transformation

� Promotion and expansion of alternative fuel distribution systems

� Joint procurement of clean and efficient vehicle fleets

� Changing behaviour

� Large-scale awareness-raising actions for people in distribution,

marketing and sales of clean vehicles

� Awareness raising for customers on availability and accessibility of

alternative fuels

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Capacity building in transport for local actors

! ! Priority to projects involving agencies that have not been active in

transport before, especially from new Member States ! !

� Enabling policies

� Long-term integration of transport into portfolio of agencies

� New staff

� Market transformation

� Create / offer services related to energy efficiency in transport

� Cooperation between energy and transport actors

� Integration of transport into energy planning

� Changing behaviour

� Business plans and local commitment for extended portfolio

� Training: staff exchange

2-3 projects expected

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INTEGRATED INITIATIVES

�Energy Services

�Education

�Product standards initiative

�Sustainable energy communities

(closed in 2008)

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�Enabling policies

� Harmonised / integrated approaches for measuring and verifying savings

� Experience top-down and bottom-up evaluation methods for energy savings

�Market transformation

� Public procurement

� Implementation of energy management in tertiary sector

� Promotion of schemes and procedures for energy audits

� Qualification, accreditation, certification of suppliers of energy services

�Changing behaviour

� Increase demand for energy services

� Metering and billing

�Access to capital

� Legal barriers in national legislation for EPC

� Analyses and exchange on fiscal measures, financial mechanisms

Energy Services Initiative

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Intelligent energy education initiative

� Vocational and adult training schemes, tools and methods

� Teachers and adult trainers

� Use of existing didactic tools

� Exchange of experience between countries with energy education in

curriculum and countries without

� Launch a competition for most energy-efficient school in each Member State

through co-operation between networks

� Relationships with education programmes at EU / national level

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Product standards initiative

�Market surveillance � benchmarks for verification of the conformity of products that must meet the requirements laid down in Community legislation, such as the Ecodesign Framework Directive for energy-using products (EuPs) (Directive 2005/32/EC), the Energy Labelling Directive (Directive 92/75/EEC), Energy Star and the like

� quantitative and qualitative analyses on the action carried out by Member State and other authorities responsible for market surveillance, including the nature and number of penalties imposed by these authorities, type of administrative cooperationbetween Member States and other relevant issues.

� includes testing in accredited laboratories in order to judge the match between the declared product performance values and the real tested values

� requires the cooperation of Member State authorities responsiblefor market surveillance

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ALTENER

� Renewable electricity

� Renewable Heating and Cooling

� Domestic and Small Scale

� Biofuels

� Bio-business initiative

� CHP

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Renewable Electricity

� Work with authorities and industry to

improve project approval rates through

simpler permit procedures

� Work with investors and policy makers to

promote onshore and offshore RES-E

developments

� Work with TSOs and regulators to increase

RES-E share into the grid

� Attract new industrial / commercial investors into RE generation

� Monitor / transform RES-E markets: efficiency policies, support

schemes, GoO trade, job creation, GHG emissions…

� Actions with industry / employment agencies to train skilled workers

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Renewable Heating and Cooling

� More biomass, solar, geothermal - used efficiently (focus on systems >100kWth)

� More CHP and district heating with EE (RESCO’s)(see also CHP initiative)

� Renewable “cooling” !!

� Sustainable, reliable, guaranteed supplies

� Transfer know-how from experienced teams to others

� Reduce handling and transport costs of biomass

� Monitor / improve the market - support schemes, planning

policies, GoO, fuel trading

� Monitor benefits (jobs, security / reliability of supplies, GHG

emissions, synergies with promotion of energy efficiency)

� Train technicians and craftsmen

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Domestic and other small scale renewable energy

systems

� Support EU policies - increase user demand and

encourage investment (stimulate action)

� Certification of installers (across EU, working in

new and historic buildings)

� Simplify and speed up application procedures

for installations and for support schemes

� Monitor / improve the market – implementation of

EPBD, national and local regulations, support

schemes, quality labels, planning, fuel trading

� Monitor / promote benefits (local jobs in SME’s,

reduced demand for electricity and gas, GHG

emissions, synergies with promotion of EE)

� Train technicians, architects, planners and craftsmen

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Biofuels

� Increase supplies of sustainable biodiesel, bio-alcohols, biogas

and bio-additives

� Increase user demand

� Stimulate investment in distribution infra-structure

� Address lack of guarantees for use of biofuels in vehicles

� Monitor implementation of sustainability

criteria and trading

� Monitor impacts of biofuels on food, land use

and the environment

� Stimulate investment in the production and

processing of 2nd generation biofuels

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Bio-business Initiative

� Achieve major increases in sustainable,

integrated supply of bio-energy resources

(solid, liquid, gaseous)

� Stimulate investments and new businesses

� Planning and delivering of large-scale, balanced

bioenergy production, considering the needs of

other sectors (eg: food, paper, furniture,

construction), whilst achieving the lowest

environmental impact & maintaining biodiversity.

� Foster regional partnerships between energy

businesses and farming / forestry supply chains.

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Combined Heat and Power initiative

� Increase use of high-efficiency CHP

� CHP with renewable fuels, including ESCO’s

� Share experience with implementing CHP Directive,

including GoO and the effectiveness of national and

local support schemes

� Improve the market for HEAT from CHP

� Facilitate financing of investments in CHP

� Monitor / promote the growth of CHP markets

(consumer types, costs, and prices)

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INTEGRATED INITIATIVES

�Establishment of local / regional energy

agencies

�European networking for local action

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Establish Local / Regional Energy Agencies

� Implement European EE and RE policies

(not all) with clear focus on local needs

� Local dissemination of EU information on

EE / RE (with help from Managenergy)

� Promote action by householders,

businesses (SMEs), and public sector

� Establish critical mass of local business

activity to reduce costs of EE and RE

� Offer a public service, supporting local /

regional decision-making, but not in

competition with private consultants

� Increase investment in EE / RE services

� More local energy agencies financed by

public authorities

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European networking for

Local Action

� Intelligent energy in sustainable development plans,

(jobs, environment protection, quality of life, image)

� Highlight opportunities for consumers to adopt

sustainable energy use, intelligent energy attitudes

� Information / experience sharing between

local players in different EU Member States

� Common or simultaneous activities across

the EU (energy weeks and campaigns)

� Local actors working together across the

EU to achieve clearly focused actions on

the ground involving EE, RE, and

sustainable transport

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Examples of 2008 Tenders

� Buildings Platform

� Sustainable Energy Campaign continuation until 2010 +

Support work related to Campaign Associates

� Secretariat of the Covenant of Mayors

�ManagEnergy

� Evaluation of funding for creation of local agencies

� Immediate policy support, e.g.� Impact assessments in relation of Eco-design directive and the labelling directive

� Evaluate national systems for CHP guarantees of origin

� Minimum efficiency requirements for micro-CHP

� Non-cost barriers to RES growth

� Standardised guarantees of origin for RES-E

� International trade in biofuels/biomass

� Potentials for changes in growth and use of EU forests

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The Intelligent Energy – Europe.

Application guidelines Call 2008

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What kind of projects (I)

Multi-disciplinary actions on EE and RE, which :

�Help implement EU energy policy on the ground and to stimulate

new thinking

�Accelerate the growth of EU markets for energy efficient and

renewable energy products and services

�Change behaviour and decision making at all levels from

households to policy makers

�Launch new financing schemes for sustainable products and

services of all sizes

�Train and motivate people, by providing them with knowledge and

solutions

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What kind of projects (II)

Creative ideas to achieve EU 2020 targets:

�Working together across the EU to address common challenges,

ambitious to produce significant impacts on the market

�Sharing of experience and transfer of knowledge across the EU

“How to do things, or how to do them it better”

�Catalysing dialogue between key decision-making organisations,

to build confidence and improve understanding in the market

�Addressing market failures, removing market barriers

�NO research, NO technology development, NO hardware

investments, NO singular actions at national or local level

(Market Replication Projects not open in 2008)

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Planning your proposal – the critical path

GIVE DETAILED EXPLANATIONS IN YOUR PROPOSAL !

� Starting point - What is the existing situation ? What is the

problem to be solved ? What has been done so far, and by

whom ? Where do you come into the picture – and why ?

� Work packages - What exactly do you propose to do ?

� Results - What will be different when the project has ended ?

When you have finished, how will anyone know that you

have succeeded ? – monitor your impacts !

TARGET GROUP: Who do you need to influence / engage?

IMPACT: What measurable change will you achieve ?

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Writing your proposal

“Help” in Application Forms and Proposers’ Guide

� Strong competition: you need a good idea !

� Be imaginative, start early ! It takes longer than you think !

� Easy to read? - evaluators assess it in ~2-4 hours. Have it read by an outsider (no jargon, simple for non mother tongue readers)

� Respect limits of length, but give as much detail as possible ineach work package, and explain what each partner will actually do, how (methodology), and what will be delivered

� Provide evidence of :

� the problem that you plan to address / solve (market failure),

� your expertise (strong CV’s),

� your co-financing (letters of support, with funding commitments),

� stakeholders who are committed to use the results (ideally they will be partners or co-sponsors)

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IEE website as source of information

� Details of >400

ongoing IEE projects

� Project database

� Intelligent Energy

News

� Calls for proposals &

how to apply

� Support for partners

� Information on how to

implement a project

� Contacts & help

http://ec.europa.eu/energy/intelligent/index_en.htmlhttp://ec.europa.eu/energy/intelligent/index_en.html

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Finding / choosing your partners

“Partner Search”

� Who will own, benefit from, use, take forward your results?

(eg architects, bankers, local policy makers, urban planners, utilities, ESCO’s,

social housing companies, installers)

� Also consult your National Contact Point (NCP) ! (see IEE website)

www.managenergy.net

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« European added value of IEE projects»

Value generated by countries / cultures working

together:

Tackling barriers to the achievement of EU targets, by means of

real collaboration, interaction, reflection and learning across

countries / cultures, creating and sharing ideas together

� IEE projects add value to local, regional & national actions

� They cover the right countries – no rule ‘one fits all’: depending

on the scope of the action and its markets

� They offer high transferability – to other EU regions and/or with

trigger effects on regional / local level

� They have high visibility

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More thoughts on ‘European Added Value’

� Multi-cultural working is difficult and expensive, so it must really

deliver added value, with results which are transferable to others

� A consortium of partners from different countries is not enough

�Working in parallel in different countries is not enough

�Working on issues addressed by EU policies is not enough

� Remember: Comparatively small (<500k€) actions can

nevertheless have high added value and impacts at EU level

� Actions, which fit better at national or local level, because of

timescale, involvement of SME’s, intellectual property rights, etc,

should be excluded

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What kind of costs are eligible?

� Staff costs for collaborative working between partners and

countries – not too much for one partner or country

� 60% of staff costs for overheads

� Sub-contracts to specialised professionals (communication,

translation, etc.), but not core tasks

� Meetings and travel – budget should be reasonable

� No research or hardware costs

� staff costs (no profit) – based on salary + social charges

� Do realistic bottom up costing (mainly hours of work)

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Co-financing

�Funding from EU tax payers must be justified –

who is interested in the project results?

�Explain WHY your organisation is willing to co-

finance the action – how will you use the results

after end of project

�State clearly the status of negotiations in case of

an application for co-financing from a 3rd party

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Result / impact indicators “SMART”

Indicators to measure the impact of your work:

“Specific, Measurable, Achievable, Realistic, Timely”

For example:

� Increased 7% of solar collectors in EU to carry a new product

label

� Increased 10% of installers trained and certified in target regions

� Planning approval delays reduced from 2 to 1 year

� Audits leading to energy savings of 0,5 Mtoe per year in schools

� Increased 5% of cyclists in target cities

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Strengths of recent proposals

� Creative and convincing idea to tackle a market based problem or

to take an opportunity one step further (ie: an approach that fits)

� Demand driven with convincing commitments from market actors

(eg: industry) to use the results, well targeted dissemination plan

� Clear and precise awareness of the state of the art. Competitive

proposers present their experiences, and will start from there !

� Choice of partners and countries is clearly explained, and their

skills fit with the allocation of tasks in the work packages.

� Appropriate efforts estimated for each partner and each work

package throughout the proposal

� Co-financing is clear, and credible

� Realistic, but ambitious targets. Tailor-made communication plan

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Don’ts

� Don’t be too broad, don’t try to address the whole world with one proposal – focus, and do one task very well.

� Don’t include a partner unless they are really needed and have a clear role – what value will they add ?

� Don’t try to address a target group (eg: industry, planner, public authority, fleet owner) without involving them

� Don’t ask to be paid to review information which is already available – partners should know the field

� Don’t focus on policy texts! Explain the problem (market failure) that you plan to address, and how you will do it.

� Don’t repeat “old” actions – be creative, convince the evaluators that your exciting (cost-effective) idea will have a big and measurable impact !

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How will proposals be evaluated?

�Fair and equal treatment of all proposers:

�Based on the criteria announced in the Call

�Confidential process, no conflicts of interest

�Independent external experts as advisers

�Three successive checks:

1.Eligibility criteria (yes/no)

2.Selection criteria (yes/no)

3.Award criteria (scores)

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Eligibility criteria

� Proposals must fulfil submission conditions (see Call)

� Partners must be legal persons from EU27, Croatia,

Norway, Iceland, or Liechtenstein (check IEE website)

� Number of project partners > 3 (1 for a new agency)

� Scope must fit Work Programme priorities

� Duration of projects 24 - 36 months (max)

� Partners must not be in any of the situations listed in

Article 93 (1) of the Financial Regulation� Cannot be bankrupt or guilty of serious professional misconduct, or

engaged in illegal activities, etc.

� Partners must sign standard “declaration of the applicant”

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Selection criteria

� Applicants must show that they have the FINANCIAL capacity to complete the action. Submit balance sheets(not needed for public organisations)

�=> YES or NO

� Applicants must show that they have the TECHNICAL capacity to complete the action. Submit information on key personnel (CV’s), description of organisation, previousproject experience, etc.)

�=> YES or NO

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Award criteria

1. Relevance of the action

2. Quality of the methodology

3. Community added value

4. Costs and co-financing

5. Management and organisation of the team

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IEE Key documents

�Work Programme 2008� detailing priorities and budgets for the year

�Call for Proposals 2008� detailing evaluation criteria, announcing priorities and deadlines

�Application forms (special forms for new Agencies)

�Guide for Proposers (special guide for new Agencies)

Available after launch of the Call on IEE website :

http://ec.europa.eu/energy/intelligent/index_en.html