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Published on March 18, 2008

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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

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