From energy planning to project development and implementation Intelligent Energy Europe and Horizon 2020 programmes

Antonio Aguilo Intelligent Energy Europe and H2020 programmes, Project Officer antonio.aguilo-rullan@ec.europa.eu

Executive Agency for Small and Medium-sized Enterprises (EASME) Unit B1 - H2020 Energy

Workshop on 'Needs and opportunities for international collaboration on urban energy systems planning', International Energy Agency, 28-29 October, Paris

About EASME

Executive Agency for Small and Medium-sized Enterprises

From 01 January 2014, EASME replaces EACI (Executive Agency for Competitiveness and Innovation)

The Executive Agency has been set-up by the European Commission to manage EU programmes under Commission control and responsibility

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EASME: http://ec.europa.eu/easme/

Legacy of the Intelligent Energy Europe programme II (2007-2013)

parts of Horizon 2020 including parts of the Energy Challenge (2014-2020)

Overview of H2020

Horizon 2020 is the new EU Framework Programme for Research and Innovation

Its Energy Challenge (http://bit.ly/1gZijNi) and Transport Challenge’ (http://bit.ly/1hHG6FE) includes activities that build

on the experience of: previous Intelligent Energy Europe Programme (http://bit.ly/1aWGYgW) in

building the capacity in regional and local authorities in developing and implementing sustainable energy and urban mobility plans

other EC programmes supporting the demonstration of innovative concepts for the integration of existing and near to the market technologies and the development of tools and approaches for urban energy planning

Similar activities are being supported under H2020 via Call for Proposals

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Support to regional/local authorities SEP in the IEE programme

Support to the Covenant of Mayors office, total of 6,221 signatories

Concrete projects selected on the basis of Call for Proposals 33 projects under IEE 2 reaching over 1,000

communities

800 Sustainable Energy Action Plans (SEAP) developed

275 Covenant Coordinators & Supporters established

1240 new Covenant signatories triggered

500 sustainable energy measures implemented

Capacity building and networking events are supported via Managenergy to local and energy actors www.managenergy.net

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Common issues affecting SEP

Know-how at the regional and local administrations needs to be re-strengthened

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In many occasions, moving from plans to project realisation does not happen - project identification and financing

Support: from planning to implementation IEE and H2020 programmes

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Energy planning e.g. evidence base, policy development and implementation

Concrete studies, e.g. pre-feasibility stage on priority areas

Project development, Detailed design & financing

Implementation Procurement Investments launched

H2020 supports activities from energy planning to implementation (Call for proposals)

CASCADE (2011-2014)

Design and deliver large-scale networking opportunities and mutual learning activities for local energy leadership

coordinated by EUROCITIES

18 cities involved in the consortium

3 experts partners in the 3 themes addressed:

Renewable energy and distributed energy generation

Energy in urban transport

Energy efficient buildings and districts

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http://www.cascadecities.eu

Project CO: EUROCITIES, EU

CASCADE (2011-2014)

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Improved transnational cooperation Creation of a network of 76 European cities

Increased capacity, knowledge and skills of staff from local authorities

Acceleration and improvement in the delivery of sustainable energy policies

Slide adapted from the results from CASCADE project

CASCADE (2011-2014)

Key factors of a good sustainable energy and climate mitigation policy are:

a) ambition and leadership,

b) well defined long term strategies combined with detailed short-term action plans

c) strong cross-cutting managerial structures and well-established monitoring strategies

d) active involvement of stakeholders and citizens in both, the development and implementation of the city’s energy vision

e) awareness raising, capacity building and provision of energy information and advice and

f) good financial planning and mixing of financial instruments and resources.

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Slide adapted from the results from CASCADE project

MAYORS in ACTION (2014/2017)

Strengthening organisation between different levels of government (national, regional, local) to accelerate sustainable energy planning monitoring and implementation

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• The project will spread the best existing experiences, good practices and tools available to C&S themselves through training and tutoring activities.

• C&S, in turn, will build capacity of municipalities through training, coaching and peer to peer grouping.

Training and tutoring

Capacity building

National/regional

CoM Supporters

City 1 (plan 1)

City 2 (plan 2)

City 3 (plan 3)

City n (plan n)

Investments are launched

Identify technical and financial solutions Financing mechanisms

Project coordinator: Province of Genoa, IT. www.mayorsinaction.eu

SPECIAL(2013/2016)

exchange of experiences and competence building amongst national and regional town planning associations and organisations

integration of sustainable energy aspects into spatial planning strategies at local and regional levels

partnership between eight Town Planning Associations across Europe in UK, AT, DE, EL, HU, IE, IT, SE

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Project coordinator, Town and Country Planning Association London, UK. www.special-eu.org/

The project will stimulate the improved energy related competence of town planners working within public authorities leading to good practice examples of integrated spatial planning strategies for low carbon towns and regions

Heating and cooling planning Support in the IEE programme

Multi-level actions: support to national, regional and local authorities in the development and adoption of H/C strategies

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EU: pan EU-28 thermal atlas National H&C strategies

Figures: (left) adapted from Heat Roadmap Europe study , www.heatroadmap.eu (right) adapted from DECC website, UK national heat map http://tools.decc.gov.uk/nationalheatmap/

Heating and cooling planning Support in the IEE programme

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Development and adoption of regional policy frameworks

Local: support to project implementation

Figures: (left) adapted from the IEE supported GEODH project: http://loczy.mfgi.hu/flexviewer/geo_dh/

Identification of concrete areas of intervention, concrete action plans (all stakeholders involved)

From pre-feasibility studies to detail technical and financial engineering (all stakeholders involved)

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Project development assistance From action plans to investments

Procurement

Technical and financial engineering

Signing the investment contracts

Pay As You Save, EPC

Investment funds

Loans, grants

Sustainable energy action plan

Mobilisation of local stakeholders

Setting up a financing scheme

IEE programme (closed) and H2020

National programmes

MLEI-PDA (closed), H2020 programme

ELENA facilities

Banks, ESCO’s, financial markets, grants…

EIB, EBRD, Jessica, EEEF…

This presentation requires oral explanations

MLEI POSIT'IF (Ile de France, FR) Public ESCO scheme for deep renovation of condominiums

Investment:

€40m

Leverage

factor: 19

This presentation requires oral explanations

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Energies POSIT’IF

Condominium

Administrator

"Local facilitators": energy agencies,

associations

Architects

Thermal engineers

Energy service companies

Construction companies

Mature

projects

Sub-contracting or co-contracting

agreements

Sourc

e: José L

opez,

Energ

ies P

OS

IT'IF

1. Design phase

Design of measures

2. Implementation phase

EPC (guaranteed savings)

O&M with shared savings

or Third party investment

Financing plan

ERDF Jessica fund (loans/equity) -

potentially

Grants and tax incentives for home

owners (tbc)

Soft loans for homeowners (tbc)

Long-term loans (low interest rates)

Equity (local authorities & private partners) General

Assembly

Sustainable Energy Planning Smart Cities and Communities – example of projects

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Acronym Dur Topic link

STEP-UP 2012/2015

create and demonstrate a coherent and easy-to-use

model for energy planning

www.stepupsmartcities.eu

STEEP 2013/2015

development and implementation of modelling and approaches to energy master planning in cities

www.smartsteep.eu

TRANSFORM 2012/2015

integrative approach to smart city development,

including strong stakeholder involvement, data analytics and smart tooling, financial

strategies and methodologies for co-creation, like service design thinking.

www.urbantransform.eu

CELSIUS 2013/ 2017

demonstrate innovative integrations of heat/cool supply in DHC in 5 cities – Celsius

roadmap will be drafted

www.celsiuscity.eu

Examples of other projects supported under the Smart Cities and Communities initiative of the EC can be found under the Smart Cities and Communities European Innovation Partnership http://eu-smartcities.eu

Urban mobility Support in the IEE programme

IEE programme has/is supporting projects in the areas of: sustainable urban mobility plans, bike sharing, public procurement, eco-driving, etc.

The EC supported urban mobility observatory, ELTIS, on sustainable urban mobility, e.g. case studies, tools, news, etc. Guidance on 'Developing and Implementing a

Sustainable Urban Mobility Plan'. - http://www.eltis.org/

Urban Mobility Package of the European Commission http://ec.europa.eu/transport/themes/urban/ump_en.htm

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More information in the IEE project database http://ec.europa.eu/energy/intelligent/projects

Mechanisms for interaction with the ETP 2016

Input

in- house - EASME

partners in the projects supported by the EC

How

sharing of material: case studies, tools, guidelines, etc.

participation in project events: e.g. study visit tours

organisation of joint events: workshops, webinars, etc.

one to one contacts, others?

Why?

capitalisation of existing knowledge and experiences

widen scope of promotion and dissemination

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Projects are being supported (demo/pilot activities/capacity bdg) -> more replication and roll-out activities are necessary

H2020 – call for proposals

Similar activities to the ones here presented are supported under H2020

Annual calls for proposals

Funding topics are defined indicatively for 2 years ahead

Supplementary slides at the end of this presentation provide a summary of the topics related to the activities in the ETP 16 on urban energy systems planning

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Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value

H2020 – Sustainable energy planning Overview of topics

Energy challenge http://bit.ly/1gZijNi

EE7: enhancing the capacity of public authorities to plan and implement energy policies and measures including activities on integrated energy, transport mobility and land-use planning at community and city level

EE9: empowering stakeholders to assist public authorities in the definition and implementation of sustainable energy policies and measures

SCC1: Smart cities and communities solutions integrating energy, transport, ICT sectors through lighthouse (large - scale demonstration – first of the kind) projects

Other relevant topics (including transport) in the supplementary slides

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Call open 10/12/2014, deadline 5/6/2015

Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value

Call deadline 5/5/2015

For all questions on the Energy efficiency call, please contact:

Executive Agency for Small and Medium-Sized Enterprises

(EASME – formerly EACI)

EASME-Energy@ec.europa.eu

or

contact your National Contact Point:

http://ec.europa.eu/research/participants/portal/desktop/en/support/national_co

ntact_points.html

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Sustainable energy planning Example of projects supported by the European Commission

The next slides provide a non-complete summary of projects supported by the EC on topics related to sustainable energy planning, heating and cooling planning, and project development assistance.

Sustainable Energy Planning local energy planning and capacity building of public authorities

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Acronym Project CO Dur Topic link

SPECIAL Regional Council Rhone-Alpes, FR

2013/2016

foster the development of collaboration models in sustainable energy planning between the regional and local public authorities

www.coopenergy.eu

MAYORS IN ACTION

Province of Genova, IT

2014/2017

capacity building for CoM cities to support implementation of bankable sustainable energy projects

www.mayorsinaction.eu

50000&1 SEAPs

SOGESCA , IT

2014/2017

integration of EnMS ( to ISO50001) into the SEAPs of LAs as an approach a to guarantee institutionalisation of energy policies and implementation of actions

www.50001seaps.eu

COOPENERGY Town and Country Planning Association, UK

2013/2016

exchange of experiences and competence building amongst national and regional town planning associations and organisations for the integration of sustainable energy aspects into spatial planning strategies at local and regional levels.

www.special-eu.org

MESHARTILITY Murcia Regional Development Agency

2012/2015

develop procedures to facilitate the exchange of data of energy consumption among energy utilities and public authorities responsible for the development of SEAP's

www.meshartility.eu

SUSREG WE Consultants Sustainable Building, NE

2013/2015

capacity building to professional planners on better integration of sustainable energy aspects into spatial planning

www.susreg.eu

Projects supported under the Intelligent Energy Europe programme For more projects and details: http://ec.europa.eu/energy/intelligent/projects

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Sustainable Energy Planning local energy planning and capacity building of public authorities

34 IEE projects focussing on local energy planning and capacity building of public authorities

Projects supported under the Intelligent Energy Europe programme For more projects and details: http://ec.europa.eu/energy/intelligent/projects

Sustainable Energy Planning Smart Cities and Communities

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Acronym Dur Topic link

STEP-UP 2012/ 2015

create and demonstrate a coherent and easy-to-use model for energy planning

www.stepupsmartcities.eu

STEEP 2013/ 2015

development and implementation of modelling and approaches to energy master planning in cities

www.smartsteep.eu

TRANSFORM 2012/ 2015

integrative approach to smart city development, including strong stakeholder involvement, data analytics and smart tooling, financial strategies and methodologies for co-creation, like service design thinking.

www.urbantransform.eu

InSMART establish and implement a comprehensive methodology for enhancing sustainable planning; addressing current and future city energy needs through an integrative and multidisciplinary approach

PLEEC

develop a general model for energy efficiency and sustainable city planning.

www.pleecproject.eu

CELSIUS 2013/ 2017

demonstrate innovative integrations of heat/cool supply in DHC

http://www.celsiuscity.eu

Examples of other project supported under the Smart Cities and Communities initiative of the EC can be found under the Smart Cities and Communities European Innovation Partnership http://eu-smartcities.eu

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Acronym Project CO Dur Topic link

STRATEGO Euroheat and power, EU

2014/ 2016

Support to national, regional and local authorities in development and implementation of heating and cooling plans

www.stratego-project.eu

RES H/C SPREAD

ISIS, IT 2014/ 2016

Develop pilot regional in the field of the heating and cooling using residual and RES in AT, BG, ES, EL, IT and LV.

www.res-hc-spread.eu.

SmartReFlex AmbienteItalia, IT

2014/ 2017

Promote EE and RES district heating and cooling in 6 regions covering DE, IE, IT and ES.

http://ec.europa.eu/energy/intelligent/projects/en/projects/smartreflex

GEODH EGEC 2012/ 2015

facilitate the adoption of deep geothermal DH via targeted collaboration/capacity building with and for a number of regional/local public.

http://geodh.eu

RESCUE TUD, DE 2012/ 2015

facilitate further development and implementation of smart district cooling by providing a methodology, toolset and practical guidance for decisions makers to be pilot implemented in a series of targeted cities

www.rescue-project.eu

SDHPLUS SOLITES, DE 2012/ 2015

Promote and create new business opportunities for solar thermal district heating including support to planners for the integration of SDH in spatial planning

www.solar-district-heating.eu

URBAN SOL PLUS

AmbienteItalia, IT

2011/ 2014 closed

promote the integration of Solar Thermal systems especially in major renovations and multi-family buildings located in urban and/or protected areas

www.urbansolplus.eu

Examples of IEE supported projects on heating and cooling planning. For more details: http://ec.europa.eu/energy/intelligent/projects

Sustainable Energy Planning heating and cooling

Project development assistance

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Topic projects

Energy performance contracting / bundling small EPCs projects

Paride (IT), Accelerate (ES), ENSAMB (NO), BEAM-GRAZ (AT)

Investment funds, citizen financing: L-CIF (UK), OTR (UK)

Pay As you Save schemes: NewInRetro (UK), PadovaFIT (IT)

District heating: BOWEN (NL), Energy4flexibility (NL), GeoKec (HU)

Public ESCO schemes: POSIT'IF (FR), ESCOLIMBURG (BE), ESCOSC (NL)

Other: Solrod (Biogas,DK), ZagEE (municipal buildings,HR)

More details of project development assistance projects supported by the EC: http://ec.europa.eu/energy/intelligent/getting-funds/project-development-assistance/index_en.htm

As an example, this list includes some of the project development assistance (PDA) type of projects supported under the MLEI-PDA of the Intelligent Energy Europe Calls for proposals 2011 and 2012

Support to sustainable energy planning and project implementation

THE EU FRAMEWORK PROGRAMME FOR RESEARCH AND INNOVATION

HORIZON 2020

Disclaimer: The content of this presentation is for information purposes only. The relevant legal instruments and the text of the call shall take precedence over the information contained in this presentation. The European Commission or EASME does not accept responsibility for any use made of the information contained therein.

The next slides provide a summary of the H2020 topics that can be of relevance for sustainable energy planning and implementation. This information needs to be complemented with the content of the H2020 work programmes.

H2020 – Sustainable energy planning Overview of topics

Energy challenge http://bit.ly/1gZijNi

EE7: enhancing the capacity of public authorities to plan and implement energy policies and measures including activities on integrated energy, transport mobility and land-use planning at community and city level

EE9: empowering stakeholders to assist public authorities in the definition and implementation of sustainable energy policies and measures

EE14: removing market barriers to the uptake of efficiency heating and cooling

LCE4: market uptake of existing and emerging RES-E and RES H/C technologies

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Call open 10/12/2014, deadline 5/6/2015

Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value

Call open 10/12/2014, deadline 5/5/2015

H2020 – Sustainable energy planning Overview of topics

Energy challenge (continued)

EE20: project development assistance for innovative bankable and aggregated sustainable energy investment schemes and projects

EE21: development and market roll-out of innovative energy services and financial schemes for sustainable energy

SCC1: Smart cities and communities solutions integrating energy, transport, ICT sectors through lighthouse (large - scale demonstration – first of the kind) projects

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Call open 10/12/2014, deadline 5/6/2015

Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value

Call deadline 5/5/2015

H2020 – Sustainable urban mobility Overview of topics

Transport challenge

Examples of topics on on urban mobility (from demonstration to support actions) include:

MG.5.4-2015.Strengthening the knowledge and capacities of local authorities

MG.5.5-2015. Demonstrating and testing innovative solutions for cleaner and better urban transport and mobility

For more information on the transport challenge calls, see http://ec.europa.eu/programmes/horizon2020/en/h2020-section/smart-green-and-integrated-transport

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Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value

H2020 – where to find each information

Work programme*

Topics & challenges, TRL, 2-years, project size, TTG

'Conditions' incl budget / deadlines / exceptions

Rules for participation

Regulation - overarching rules

General Annnexes Countries, eligibility criteria, Types of action, Evaluation

criteria etc

Proposal submission & evaluation manual

How are proposals submitted and evaluated. Processes, Role

of experts, Complaints etc

Application Forms

H2020 – how to apply?

Participants portal - single entry point for applicants

• SEP Submission entry

• Application Forms

H2020 – search by topic

http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/search/search_topics.html

Further information on H2020

H2020 participant portal: http://ec.europa.eu/research/participants/portal/desktop/en/home.html

H2020: how to participate: http://ec.europa.eu/research/participants/portal/desktop/en/funding/index.html

H2020 reference documents: work programme, rules for participation, general annexes. http://ec.europa.eu/research/participants/portal/desktop/en/funding/reference_docs.html

Search by topic: http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2020/search/search_topics.html

Information of ongoing projects (prior to H2020)

EU funded research projects (CORDIS): http://cordis.europa.eu/home_en.html

IEE programme (market uptake): http://ec.europa.eu/energy/intelligent/projects/?/page/Page.jsp

Queries

Contact the EASME Energy Unit team for queries on the Energy Efficiency Call

EASME-Energy@ec.europa.eu

For other calls use central helpdesk

http://ec.europa.eu/research/index.cfm?lg=en&pg=enquiries

More information

H2020 general website: http://ec.europa.eu/programmes/horizon2020/en

National contact points:

http://ec.europa.eu/research/participants/portal/desktop/en/support/national_contact_points.html