The IEE Programme - Call 2010 Timothée NOEL Project Officer Executive Agency for Competitiveness & Innovation Cyprus IEE info day, 13 April 2010

Today’s focus  The IEE programme  The call 2010 priorities  How to prepare a good application

Set of legislation 2020 Objectives Support Programmes Current directives on the:  Generation (cogeneration, RES)  Products (labelling, ECO-design)  Buildings (EPBD)  Services (ESD)  Taxation  FP7: research  Structural Funds  LIFE+: environment  CIP: innovation & competitiveness ( includes IEE) Main policy action to achieve energy savings

Converting policy into action The Intelligent Energy Europe Programme (IEE) IEE is an EU support programme promoting increased energy efficiency and the use of renewable energy sources by overcoming the non-technological barriers (legal, financial, institutional, cultural, social barriers)

A programme to help convert policy into action EU energy efficiency and renewables objectives Real changes on the ground  Creating and spreading effective methods and best practice  Training and education  Know-how transfer  Market intelligence  Inform policy development and implementation

Intelligent Energy – Europe in figures  Budgets: IEE 1, : € 250 million IEE 2, : € 730 million  Maximum funding rate: IEE 1, : 50% IEE 2, : 75%  Projects supported to date: 400+ projects 60 local/regional energy agencies  Number of beneficiaries: > 3,000

What is an IEE project?  helps deliver the key EU climate change and energy objectives  matches the priorities of the IEE Work Programme 2010  involves at least 3 partners from different countries  takes 2 to maximum 3 years to deliver  is NOT a “hardware” type investment or research & development project! A project which…

Project example: ‘GO PEDELEC!’  Promote uptake of pedelecs and reach out to new target groups  15 road-shows in AT, CZ, DE, HU, IT and NL to experience the feeling of electrically assisted cycling on a test track  Market assessment of pedelecs  Training and exchange of experience for and with municipalities and retailers

Getting your project supported: How does it work?  In response to the annual call, you can propose a project and apply for funding  The EACI evaluates all proposals with the help of independent experts  The best proposals are selected and invited to prepare and sign a grant agreement  The project team carries out the project according to the agreed work plan  The EACI monitors and supports the project, and helps spread its results

Who can apply for funding?  Any public or private organisation established in the EU, Norway, Iceland, Liechtenstein, and Croatia (check IEE website)  International organisations  Natural persons cannot apply

How will this year’s budget be spent?  € 56 million to support “promotion and dissemination projects” (up to 75% of the eligible project costs)  € 15 million for the “ELENA” facility of the European Investment Bank - to support Market Replication Projects  € 17 million to purchase services (tenders)  € 16 million for concerted actions and other mechanisms

The 2010 call for proposals Call publication: 23 March 2010 Deadline for applying: 24 June 2010 – 17:00 Brussels time Notification of applicants: Mid-December 2010 Contracts signature: April 2011

Cyprus statistics 13 IEE projects

Today’s focus  The IEE programme  The call 2010 priorities  How to prepare a good application

Most Important - Where to find them? 2010 Priorities!

Funding areas 2010 Energy efficiency (SAVE) Energy-efficient transport (STEER) Renewable energy sources (ALTENER) Integrated initiatives

Terminology of Call 2010 FIELDS of ACTION (SAVE, ALTENER, STEER, Integrated Initiatives) FUNDING AREAS or KEY ACTIONS (i.a. EE Buildings, RES-Electricity, Local Energy Leadership) PRIORITIES = chosen annual focus within a funding area

Funding areas 2010 * Energy-efficient buildings * Consumer behaviour Energy efficiency (SAVE) Energy-efficient transport (STEER) Renewable energy sources (ALTENER) Integrated initiatives

Energy-efficient buildings Actions to improve the operational efficiency of existing:  non-residential buildings  Or multi-residential buildings

Consumer behaviour Actions targeted to consumers:  helping them choose the most energy efficient products  Or raising awareness on issues covered by the energy efficiency policies

Funding areas 2010 * Energy-efficient transport * Capacity building + learning Energy efficiency (SAVE) Energy-efficient transport (STEER) Renewable energy sources (ALTENER) Integrated initiatives

Energy-efficient transport  Safe walking & cycling  Auditing & certification of urban mobility policies  Eco-driving schemes  More efficient freight distribution

Capacity-building on clean transport  Mutual learning of practitioners  Support to academic teaching  Training for local / regional agencies and actions to have them offer new services on transport

Funding areas 2010 * Electricity * Bio-energy * Renewables in buildings Energy efficiency (SAVE) Energy-efficient transport (STEER) Renewable energy sources (ALTENER) Integrated initiatives

ALTENER priorities 2010 Focus of ALTENER in 2010 will be on actions which contribute to the implementation of the new RES Directive.  RES electricity (and CHP), to increase share of renewable electricity in Europe's final energy consumption.  RES in buildings, to accelerate growth of markets for renewable energy systems, including PV, solar heating, biomass, and geothermal in buildings.  Bioenergy, to increase the quantities of sustainable bio- resources in energy markets.

Renewable electricity (and CHP)  Streamline procedures for  grid connection, extension, reinforcement; measurement and payment  construction and planning authorisations  Integrate authorisation and grid connection procedures  Address competing stakeholder interests and concerns, including integrated and long term planning  Strategic analyses and monitoring of policies, markets and costs

Renewables in buildings  Accelerate deployment of biomass, geothermal and solar for heating / cooling, and PV electricity in energy efficient buildings  Promote new building codes or ordinances  Capacity building for local / regional authorities  Targeted information on support measures, and on the benefits, costs and performance of renewable energy systems / equipment  Stimulate investments in renewable energy for groups of buildings to achieve economies of scale  Promote renewables in district heating / cooling [Note: biomass supply chains are addressed under “Bioenergy”]

Bio-energy  Bring untapped bio-resources onto the market  Implement local and regional bio-energy plans  Stimulate investments and business agreements in sustainable supply chains for solid biomass, biogas and liquid biofuels  Strategic initiatives to promote quality, standards and sustainability schemes for bio- energy products  Encourage biogas injection into gas grids, streamline procedures for grid connections and quality monitoring

Energy efficiency (SAVE) Energy-efficient transport (STEER) Renewable energy sources (ALTENER) Integrated initiatives Funding areas 2010 * Local energy leadership * Financing intelligent energy in housing

 Large-scale networking and capacity building activities by networks of local authorities  Capacity building and exchange of experience between experienced local authorities and ‘learning' local authorities. Projects must include :  Institutionalisation of sustainable energy policies  Actual implementation of sustainable energy action plans in 'learning' bodies Local energy leadership

 Development and implementation of tailor made financial schemes, preferably revolving funds, aimed to improve the energy performance of housing  Actions must result in funds which are fully operational within the duration of the IEE project  Actions must be led by authorities committed to set up and/or run the financial schemes  Priority is given to actions led by regional or national public authorities with management competences on ERDF implementation  Active engagement of financial institutions and local authorities is important New Key Action, aiming to exploit amended ERDF regulation (4% of allocations on sustainable energy in buildings) Strengthening capacities for financing intelligent energy in housing

A few words on…

What is ELENA?  Technical Assistance facility funded by IEE and managed by the European Investment Bank (EIB)  In operation since Dec.’09  Target: local / regional authority or other Public Body  90% funding rate (grant) to prepare bankable projects  First come, first served basis  Each EUR granted must lead to at least 25 EUR of investment  More on:

INVESTMENT PROGRAMMES/PROJECT  EE and RES investment in public and private buildings, including social housing and street and traffic lighting;  Urban transport to support increased energy efficiency and integration of renewable energy sources;  Local energy infrastructure to support developments in previous sectors including smart grids, ICT, etc. ELENA financing facility ELENA (Project Development Services) Support to Final Beneficiaries with: Feasibility studies Energy audits Additional technical staff Technical studies Procurement/tendering Financial structuring

Today’s focus  The IEE programme  The call 2010 priorities  How to prepare a good application

36 IEE evaluation: 3 principles & 3 steps  Principle of 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  3 steps of the evaluation process: Eligibility criteria Selection criteria Award criteria

Call 2010 timeline : from proposal to signature of Grant Agreement Project implementation Call for proposals Evaluation of proposals Contract negotiation Deadline: 24 June 2010 Results: Mid December 2010 April March 2010

What is a « proposal »? Your proposal will consist of  An administrative part: key administrative data for your and your partners’ organisations  Work Programme: detailed description of your idea, your objectives & targets, your work plan, the team CV’s and records, letters of support  Budget: effort & budget per partner and per work step

39 How will my proposal be evaluated? Proposal Eligibility criteria Selection Criteria Award Criteria Evaluation comments & scores Expert advice If « NO »: exclusion

40 Do not miss the ‘musts’: eligibility & selection criteria… ONLY on-line application Proposal must be complete and submitted before 24 June 17:00 (Brussels time) Minimum 3 independent partners from 3 different eligible countries (EU27, Croatia, Norway, Iceland, or Liechtenstein)* * check website for new countries Proposers must prove their financial & technical capacity to carry out the action

Five award Criteria 1.Relevance of the proposed action 2.Quality of implementation methodology 3.Ambition and credibility of the impacts of the proposed action 4.EU added value 5.Resources allocated to the proposed action

1. Is our project idea relevant? ! Read carefully the 2010 priorities!  Fit well to priorities and explain how you build on existing activities (EU, national, regional). Explain the current state of the art and what your project brings in addition.  Answer to important market needs, argue these needs specific to the areas selected and demonstrate the contribution your proposal will make in satisfying them.  Show how your results will contribute to implement and further develop relevant EU policies.  Do not plan a major part on reviewing the ‘state of the art’.  Bring in market players from the first draft of your proposal – as partners, as advisors, expressing support.

2. How to convince on methodology? ! Be precise and clear - explain what you propose to do, by what means and how you will assess your achievements  Care about methodology. Choose a suitable approach to reach your objectives. Engaging the target groups / stakeholders is key.  Set up and describe a clear work programme. Define your terminology. Make sure your methodology fits to your objectives.  Reflect on how to measure and monitor your performance  Communication is key to the IEE programme and to your project!

3. What’s «ambitious and credible » IMPACT ?  Impact within project duration  Impact and sustainability after project duration ! Define SMART indicators – they express the value for money of your proposal… and of your later project  S pecific: relate to an objective  M easurable: monitor progress/success from day 1  A chievable: realistic & sufficiently ambitious  R elevant: coherent with project objectives  T ime-bound: for project life time and beyond

4. How to achieve «European added value» ?  Evidence that collaboration leads to greater benefits  Argue and convince on the appropriate geographical focus – don’t expect the reasons for your choice to be obvious  Show a clear plan and commitment for how and to whom your results will be transferred; include transfer activities ! EU added value is more than assembling some countries in a consortium

5. Score high on resources  Team composition, responsibilities, management  who takes part and does what matters – make the case clearly  management plan should respond to the challenge  Level of hours for each work package and main task  Description of tasks matches level and allocation of resources  Review of State-of-the-art is not main task  time / budget should be minor  Communication and dissemination activities are a key component  Justification of costs and co-financing  Subcontracting without formal limit but “for limited tasks”  Keep travel budget reasonable  Own co-funding needs sincere reasoning ! ! Do realistic bottom-up budgeting of resources

47 Recall of important budget principles:  IEE projects are cost-shared projects: no profit making allowed  staff costs + overhead costs are predominant cost items  staff costs based on salary + social charges  evidence required for staff costs (eg: copies of payslips, timesheets)  Flat Rate of 60% on staff costs to cover indirect costs (“overheads”) – do not need to be justified  No basic research or hardware costs accepted  EU Funding of up to 75% of total eligible costs

Who can help finding partners ?  Check partner search facility of  Check with your regional/national associations for their contacts in other countries  Consult your National Contact Point (NCP) ! (see IEE website)  EACI cannot recommend partners

IEE Key documents  Call for Proposals 2010: award criteria, priorities and deadlines  Work Programme 2010: backgrounds, priorities and budgets  Application forms & Guide for Proposers: essential forms and guides to draw up and submit your proposal

IEE website as source of information  Calls for proposals & how to apply  Project database with details of all IEE projects (>400 projects)  Intelligent Energy News  Call for evaluators & how to apply  Information on how to implement a project  Contacts & help

What do we do? Management on behalf of the European Commission the following EU Programmes 3 Funding Schemes 1 Network

The Eco-innovation programme  Bridging the gap between R&D and commercialisation  First application or market replication of eco- innovative techniques, products, processes or services  Strong emphasis on small & medium size enterprises  Support rate: 50%  EU added value important but multiple partnership not required  Call 2010 to be launched on 13 April 2010 and to close on 9 Sept  Priorities on: Recycling, Food and Drink, Building materials, Green Business

Good luck with your proposals!