Intelligent Energy - Europe (EIE) THE instrument for non-technological Community support activity in the energy field : 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 - morning
Info day - afternoon: Info day - afternoon
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
Introduction Gonzalo Molina Head of Unit “Demand Management”: Introduction Gonzalo Molina Head of Unit “Demand Management”
Information day
28 November 2003 Intelligent Energy - Europe (EIE)
The relation of EIE and FP6: The relation of EIE and FP6 Research Policy:
Develop new Technologies Energy Policy:
Solve Needs of Society EIE Research Demonstration Long term Short term Market CONCERTO Dissemination
EIE - a facilitating programme: RTD
inputs Legislation
inputs Best
Integration of
Instruments Retrofitting
of social
housing
SAVE (+3) RES electricity
ALTENER (+3) Alternative
vehicle propulsion
STEER (+2) Strengthening local energy expertise in DC
COOPENER (+1) EIE EIE Key actions EIE - a facilitating programme New Instruments
created by EIE
Awareness
Behaviour
Monitoring
Training
- Financing
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): 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 (HKA): 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
NOT funding research
BUT addressing non-technological barriers
What’s the same? (compared to SAVE/ALTENER 2001-2002): 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
Slide18: Information day 28 November 2003 Intelligent Energy - Europe (EIE) SAVE Waltraud Schmid Unit D3, Demand Management
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: 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 SAVE Key Action VKA1
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: 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 SAVE Key Action VKA3
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) ALTENER William Gillett Deputy Head of Unit D2, “New and renewable Energies” Information day 28 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:
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) ALTENER Key Action VKA5
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: 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) ALTENER Key Action VKA6
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) STEER Ian Hodgson Unit D4, Clean Transport Information day 28 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: In the first call:
STEER funds around 3-4 M€
STEER part will be entirely devoted to KA 10 - developing agencies skills
First call for proposals
Slide39: 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
Key Action 10 target areas
Slide40: 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 What sort of actions?
Slide41: Possible partners in transport energy activity
Local authorities
Public transport operators/organisations
Cycling organisations
Freight transporters/organisations
Mobility planners
Vehicle manufacturers
Energy suppliers Further ideas
Slide42: 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) Important aspects
Slide43: Ian Hodgson
DG TREN D4
Tel: +32 2 299 9625
E-mail: ian.hodgson@cec.eu.int Contact
Slide44: Intelligent Energy - Europe (EIE) COOPENER William Gillett Deputy Head of Unit D2 “New and Renewable Energies” Information day 28 November 2003
Slide45: 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 and the EU Energy Initiative
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 COOPENER - Key Actions Red colour = included in call for proposals 2003
Slide47: 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 Energy policies, legislation and market conditions…(I)
Slide48: 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 Energy policies, legislation and market conditions…(II)
Strengthen local energy expertise in developing countries I: Strengthen local energy expertise 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: 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 Strengthen local energy expertise in developing countries II
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 ACTION 2 Pedro Ballesteros Unit D3, Demand Management : HORIZONTAL KEY ACTION 2 Pedro Ballesteros Unit D3, Demand Management Information day 28 November 2003 Intelligent Energy - Europe (EIE)
Horizontal Key Actions (HKA): 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 ACTIONS 3 + 4 Waltraud Schmid Unit D3, Demand Management : HORIZONTAL KEY ACTIONS 3 + 4 Waltraud Schmid Unit D3, Demand Management Information day 28 November 2003 Intelligent Energy - Europe (EIE)
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
HORIZONTAL Key action 3
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: 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
HORIZONTAL Key action 4
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)
Administrative and financial arrangements: Administrative and financial arrangements Information day 28 November 2003 Intelligent Energy - Europe (EIE)
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.html and 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): 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
4 Type of actions under grants: 4 Type of actions under grants Type 4 Concer-ted Actions (CoA) Not included in Call for proposals Included in Call for proposals 2003
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 3 different participating countries
Exception: COOPENER 2 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 authorities from 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:
“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 direct costs - examples II
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 Evaluation by the Commission 1. Eligibility criteria (formal) YES / NO 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
Further information: Further information Information day 28 November 2003 Intelligent Energy - Europe (EIE)
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 countries: 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 information: Further information 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.int for requests per email
+32-2-2966016 for requests per fax