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CLEAN ENERGY FOR ALL EUROPEANS
1 #EnergyUnion
Unlocking Energy Efficiency post 2020Policy background & R&I challenges
SMART AND CLEAN ENERGY FOR ALL
Paula Rey GarciaTeam leader Buildings & FinanceEuropean Commission- DG ENERGY, Energy Efficiency unit
CLEAN ENERGY FOR ALL EUROPEANS
2 #EnergyUnion
WHAT ARE OUR GOALS?
CREATING JOBS & GROWTH, BRINGING DOWN GREENHOUSE GAS EMISSIONS, SECURING ENERGY SUPPLY
Demonstrating global leadership
in renewables
Delivering a fair deal for consumers
Putting energy efficiency first
CLEAN ENERGY FOR ALL EUROPEANS
3 #EnergyUnion
Energy Union Governance
Energy Efficiency
Energy Efficiency Directive, Energy Performance of Buildings Directive
Renewables
Revised Renewable Energy Directive
Electricity Market Design
Enabling Framework
Socially fair
Digital Investment-friendly
Safe for all
Inclusive
Innovative Inter-connected
CLEAN ENERGY FOR ALL EUROPEANS PACKAGE
Regulation and Directive on internal electricity market;; Regulation on risk-preparedness, ACER regulation
CLEAN ENERGY FOR ALL EUROPEANS
4 #EnergyUnion
• Clear vision for a decarbonised building stock by 2050
• Smart & Efficient buildings through use of Information and Communication Technologies and Smart Technologies; EV-charging
• Smart Finance for Smart Buildings initiative:o More effective use of
public fundingo Aggregation of funds o De-risking
• Protect vulnerable groups & address energy poverty
• List of new product groups
• Outline on how ecodesign will contribute to circular economy objectives
• Specific measures for verification tolerances and air heating and cooling products
• Guidelines on voluntary agreements
Energy efficiency legislationACHIEVING THE BINDING 30% ENERGY EFFICIENCY TARGET BY 2030
Energy Efficiency Directive
• Binding 30% energy efficiency target for 2030
• Continue & clarify Art. 7 beyond 2020 + consider energy poverty
• Empower consumers by granting access to information on their energy consumption
-->• Create 400,000 new jobs
• Reduce gas imports by 12%
• Save € 70 billion in fossil fuel imports
4
Energy Performance of Buildings
Directive
Ecodesign Working Plan
2016-2019
CLEAN ENERGY FOR ALL EUROPEANS
5 #EnergyUnion
New article 8(6) proposes introducing a Smart ReadinessIndicator for buildings.• Will characterize the ability of a building to manage itself,• To interact with its occupants,• And to take part in demand response and contribute to smooth, safe andoptimal operation of connected energy assets.
Progress towards ‘smarter’ building systems can result in additionalbenefits for building users, energy consumers and future grids.
The Smart Readiness Indicator will support the uptake oftechnical innovation in the building sector
Preparing the ground for smarter homes & buildings Revision of the Energy Performance of Building Directive (EPBD)
CLEAN ENERGY FOR ALL EUROPEANS
6 #EnergyUnion
Good practice in energy efficiency- publication & SWD
Link to the publication:https://ec.europa.eu/energy/sites/ener/files/documents/good_practice_in_ee_-web.pdf
Examples of good practice from policy, technology and investment in energy efficiency from different sectors and across Europe
Full document:Commission Staff WorkingDocument 'Good practice in energy efficiency' Accompanying the document Proposal for a Directive of the European Parliament and of the Council amending Directive 2012/27/EU on Energy Efficiency;SWD/2016/0404 final
CLEAN ENERGY FOR ALL EUROPEANS
7 #EnergyUnion
• Supporting the project pipeline at EU and local level
• Project Development Assistance facilities
• "One-stop-shops"
Assistance and aggregation De-risking
• Deploying Financial Instruments and flexible energy efficiency and renewable financing platforms
• Building on EFSI II blending with ESIF funds
• Understanding the risks and benefits for financiers and investors
• The De-risking Energy Efficiency Platform
• Commonly accepted underwriting framework
MAJOR GOAL - improve investment climate for energy efficiency
More effective use of public funds
THE "SMART FINANCE FOR SMART BUILDINGS" INITIATIVE
CLEAN ENERGY FOR ALL EUROPEANS
8 #EnergyUnion
Revision of the energy efficiency legislation: conclusions for 2030
1. Building renovation has to do more
2. Financing has a more important role to play
3. Digital/ICT has a big potential to: - Capture behavioral change potentials- Improve energy performance assessment and measurement accuracy for new business models (guaranteed energy savings)- Activate demand-side resources to optimise energy use within the building and across the system
CLEAN ENERGY FOR ALL EUROPEANS
9 #EnergyUnion
R&I challenges to unlock energy efficiency post 2020
1. Upgrading buildings' energy performance and smartness - buildings renovation: innovative technologies, skills, and business models (EE1;; EE2;; EE3);; - buildings energy performance assessment: innovation for quality and convergence (EE5);; Ø
Ø2. Energy efficiency is an investmentØ- investments standardisation based on reliable data (EE10),Ø- innovative financing schemes with non-energy benefits valuation (EE9), Ø- aggregation of projects (EE11)Ø- mobilisation of cities' investments (EE17)Ø- socio-economic research conceptualising energy efficiency as "first fuel" (EE14)
Ø3. ICT enable energy transitionØ- smarter (existing) buildings (EE4)Ø- smart energy services valorising energy efficiency and consumption flexibility (EE13)Ø- energy communities, collective actions of energy consumer s (EC1)Ø-digitalisation of energy (IoT, big data, cybersecurity)
CLEAN ENERGY FOR ALL EUROPEANS
10 #EnergyUnion10 #EnergyUnion
Thank you!Paula Rey Garcia
Team leader Buildings & FinanceEnergy Efficiency Unit
DG ENER, European Commission
https://ec.europa.eu/energy/en/news/commission-proposes-new-rules-consumer-centred-clean-energy-transition
Vincent BerruttoHead of H2020 Energy Unit
EASME
Smart and Efficient Energy Day 25 October 2017
General Call Presentation
Societal Challenge 3 - Secure, clean and efficient energy
Cross-cutting issues
Today's focus
15 M€ in 201845 M€ in 2019
Deadlines depend on
topics
90 M€ in 2018Deadline:4 Sept. 2018
122 M€ in 2019Deadline:3 Sept. 2019*
Managed by EASME
*Except EE17
Buildings Industry Financing Energy
Efficiency
Public Authorities
& Policy Support
Consumers& Services
Innovation Actions
EU Support: 70%3 to 30 M€ / project
Coordination & Support
ActionsEU support: 100%0.5 to 2 M€ / project
EE1 EE6 DT-ICT-10
EE2EE5
EC1EC2EE13
EE8 EE9EE10EE11
EE16EE15
EE14(RIA)
Overview of the Call 2018 topics
Digitisation
Buildings21 M€
Consumers& Services
Industry Financing Energy
Efficiency
Public Authorities
& Policy Support
Innovation Actions EE1 - Innovative approaches for building renovation
Coordination & Support
Actions
EE2 – Integrated home renovation services
EE5 – Next generation of energy performance certification
Call 2018
Digitisation
Buildings Consumers& Services
14 M€
Industry Financing Energy
Efficiency
Public Authorities
& Policy Support
Coordination & Support
Actions
EC1 – Role of consumers in changing the market
EC2 – Mitigating household energy poverty
EE13 – Next generation of smart energy services
Call 2018
Digitisation
Buildings Consumers& Services
Industry19 M€
Financing Energy
Efficiency
Public Authorities
& Policy Support
Innovation Actions EE6 – Industrial waste heat/cold recovery
Coordination & Support
Actions
EE8 – Capacity building to support energy audits
Call 2018
Digitisation
Buildings Consumers& Services
Industry Financing Energy
Efficiency19 M€
Public Authorities
& Policy Support
Coordination & Support
Actions
EE9 – Innovative financing for EE investment
EE10 – Mainstreaming EE finance
EE11 – Project Development Assistance
Call 2018
Digitisation
Buildings Consumers& Services
Industry Financing Energy
Efficiency
Public Authorities
& Policy Support17 M€
Coordination & Support
Actions
EE16 – Supporting public authorities
EE15 – New energy label
Resarch& Innovation
Actions
EE14 – Socio-economic research
Call 2018
Digitisation
Buildings Consumers& Services
Industry Financing Energy
Efficiency
Public Authorities
& Policy Support
Innovation Action DT-ICT-10 Interoperable and smart homes and grids
Call 2018
Digitisation15 M€
(+ 15 M€ '19)
The EASME Energy Unit ishere to assist you
Thank you! #H2020Energy
www.ec.europa.eu/research
Gordon Sutherland – H2020 Energy
EASME - Executive Agency for Small &
Medium-sized Enterprises
Energy Efficiency Topics –How to prepare a good an excellent proposal
A typical Call for Proposals in numbers
308 Proposals
>500 organisations
50 Projects retained
2900 organisations
37 countries
*Example of 2017 Energy Efficiency Calls - Preliminary data on number of retained projects subject to successful grant preparation
F
Funding areas
Energy Efficiency: Types of action
Buildings
Industry
Financing Energy
EfficiencyPublic Authorities
& Policy SupportConsumers& Services
Minimum 3 beneficiaries Minimum 3 beneficiaries*Mostly minimum 3 beneficiaries (check the Work Programme 2018-2020)
Agenda
• The evaluation process – basic principles
• Before you start - tips and lessons learnt
• Keys to success - feedback from our experts
• How to inform yourself - the information gateways
Evaluation Principles
• Fair and equal treatment of all proposers
• Based on the criteria announced in the Call
• Independent external experts
• Avoidance of conflicts of interest
• Confidential process
H2020 evaluation process
8
Deadline InformingApplicants
Grant AgreementSignature
50
Months
Admissible Eligible
Award Grant Preparation
ExternalExperts
How do we brief the experts?
• Experts are briefed to understand the Call text, the evaluation criteria - and their mandate
• Only the best proposals should be selected –not requiring any negotiations
• Only evaluate the proposal, no other source
• Clear drive towards tangible impact (Topic in Work Programme, application form)
• Evaluate individually 7-9 proposals, half day per proposal
Evaluation – Award Criteria
• Excellence
• Impact
• Quality & efficiency of implementation
• Detailed aspects to be taken account of for each of the main criteria
• Self-evaluation form available
• No negotiation takes place à only the very bestare retained for funding
Ethics assessment
• An ethical review is carried out to assess and address the ethical dimension of your activities
• The ethical review ensures that all activities under H2020 are conducted in compliance with fundamental ethical principles
• Specific issues are checked, e.g. humans cells, animals, environmental protection, protection of personal data,…
• Participants should conduct an Ethics Self-assessment
• All proposals considered for funding will undergo an Ethics Review carried out by independent ethics experts
Agenda
• The evaluation process – basic principles
• Getting started - tips and lessons learnt
• Keys to success - feedback from our experts
• How to inform yourself - the information gateways
From today, 25 October:
• … <3 months until the Call opens• … >10 months until the submission deadline
Call opening: 25 January 2018Submission deadline: 4 September 2018
Start early ... start now!
• Proposal: Your application for funding
• Participants Portal: Commission’s electronic submission tool – compulsory gateway for H2020 proposals
• Consortium: A team of organisations jointlysubmitting a proposal – with one defined Coordinator
Learn the language ...
• Energy Challenge Work Programme 2018-2020: background, topics and budgets
• General annexes to the Work Programme: list of countries, eligibilityand admissibility conditions, evaluation criteria and procedure, scoring and thresholds, etc.
• Submission forms and templates:essential forms and guides to draw up and submit your proposal
• Guide to the submission and evaluation process
Read the relevant information ...
Section 1-3'Technical Annex'
Your Proposal description• Excellence• Impact • Implementation
Section 4-5
• Description of your partnership & CV's
• Ethics
Online Forms
• Admin. data
Optional Annexes
• Where relevant
Know the structure of your proposal
Ask some questions, make some choices …
Ask yourself if you have:
• a clear project objective?
• a clear understanding of the current (research or market) situation and your starting point
• a clear (set of) target group(s)?
• a clear set of partners – are they the voice of the market?
• a clear path to make a difference – what impact do you want to have?
Produce a first outline of your idea
Write a preliminary 2-3 page outline:
• objectives
• target group
• major steps (work packages)
• intended consortium (countries, types of organisations)
Internal reality check: Use it as first base to discuss with potential partners
External reality check: Consult with market actors – check their understanding and interest.
Your consortium
• Be consistent – remain relevant to your objective & target group
• Be adaptable - be ready to renounce a country if you do not secure the right partner
• Involve partners in the preparation – avoid surprises after submission
• Keep consortium motivated - agree a working method for the proposal phase, make a plan for their contributions
• Do not cover the EU map artificially
Start writing the detailed proposal – Work Plan
• Fine-tune your objectives and your target group • Take your time to decide the best
methodology to be applied – can it deliver? Think impact!• Define your main working steps• Follow the guidance in the application forms• Keep to the number of pages
Final polishing
• The technical annex must give a detailed description of the project idea and work plan, which:
• divides the planned work into work packages,
• assigns the related responsibilities and resources within the consortium,
• sets out a project time schedule, main milestones and deliverables,
• describes the project management structure,
• describes the communication and exploitation plans.
Create the budget
• Define your budget 'bottom-up'
• Wait until the tasks are sufficiently specified and agreed – then design define the budget
• Check consistency regularly while advancing on with your Work Plan - share of resources, appropriate levels between partners, appropriate weight of person-months between major work steps
Define tasks
Estimate efforts needed (person -months of work)
Translate person-months
into EUR
Last check: consistency / language
• Ask an 'informed outsider' for critical reading and feedback
• Check consistency of your description of activities and budget
• If you have the chance, have a native speaker check the English
Agenda
• The evaluation process – basic principles
• Before you start - tips and lessons learnt
• Keys to success - feedback from our experts
• How to inform yourself - the information gateways
• Call deadline is unchangeable: use all advantages of the electronic submission system to meet the deadline!
• Completeness: one section missing makes your proposal inadmissible
• Partnerships: remember the principle of 3 participants from Member States or Associated Countries (always check the Work Programme 2018/20 for exceptions)
• Page limit: 50 pages for Coordination SA / 70 pages for IA+RIA: applied strictly during evaluation
Frequent mishaps – Eligibility / Admissibility
Excellence – your selling point to the experts
• Innovate: Horizon2020 is the European Union's Research & Innovation Programme
• Focus: Make choices, have a clear direction
• Check what's being done by others: >200 proposals were financed until today in Horizon2020 Energy Efficiency. Check them out: http://cordis.europa.eu/
• Win by explaining: experts are briefed to make their decision based on the content of your proposal, not on other sources
• If you are re-submitting: use the feedback in your Evaluation Summary report
• Evaluation feedback: Proposal lacks an explanation of the concept / Added value and innovation are insufficiently demonstrated
What to do in your proposal:
• Focus and show how you innovate
• Explain the overall concept underpinning the project not only from the perspective of the Coordinator… input from your partners is essential
• Don’t assume that the evaluators know your specific context
• Be clear - you win by explaining!
Frequent mishaps – Excellence
F
• Evaluation feedback: Ambition is not quantified / not realistic / not supported by action
What to do in your proposal:
• Quantify! Describe in a concise, yet robust, manner your baseline, benchmarks and assumptions
• Keep your 'challenge' in mind
• Plan activities to monitor your performance
• Highlight the link between the actual activities in your work plan and the impact that they will lead to
Frequent mishaps – Impact
F
• Evaluation feedback: The work plan is not sufficiently detailed / Budgets are not justified / Budgets seem top-down
What to do in your proposal:
• Make sure the work description is sufficiently detailed, clear and consistent
• Invest time into this: this is the opportunity to convince evaluators that you can materialise your vision
• Invest time into your resource planning –bottom up
Frequent mishaps – Quality of implementation
F
Perfect proposals … ?
We don't expect perfection, but:
• We look forward to innovative, well implemented proposals
• Submitted by competent, motivated and inspired project teams
• Aiming to deliver and make a 'change'
Agenda
• The evaluation process – basic principles
• Before you start - tips and lessons learnt
• Keys to success - feedback from our experts
• How to inform yourself - the information gateways
Information sources and supportHorizon2020 Participant Portal
• Check the Frequently Asked Questions
• Contact the Horizon2020 Research Enquiry Service
National Contact Points (NCPs)
• C-Energy-2020 Network of national contact points
Horizon2020 and FP7 projects• CORDIS database
Intelligent Energy Europe (IEE II)
• IEE database
Information platforms and portals
• BUILD Up, ManagEnergy (coming soon), …
EASME H2020 Energy newsletter
• Register for updates and success stories
Horizon 2020 Energy Brokerage Event
Some Key Figures:
• ~280 B2B Participants
• ~ 500 Cooperation Profiles
• ~ 35 countries involved
• ~ 1150 B2B Meetings
Find YOUR Cooperation Partner at: http://b2match.eu/energycall2018
Thank you! #H2020Energy
www.ec.europa.eu/research
Time for your questions!
25th October 2017Coffee break10:30 – 11:00