Research & Innovation - Participant Portal

TOPIC : Project Development Assistance

Topic identifier: EE-22-2016-2017
Publication date: 14 October 2015

Types of action: CSA Coordination and support action
DeadlineModel:
Opening date:
single-stage
15 March 2016
Deadline: 15 September 2016 17:00:00

Types of action: CSA Coordination and support action
DeadlineModel:
Opening date:
single-stage
19 January 2017
Deadline: 07 June 2017 17:00:00

Time Zone : (Brussels time)
  Horizon 2020 H2020 website
Pillar: Societal Challenges
Work Programme Year: H2020-2016-2017
Topic Updates
  • 17 March 2016 13:58

    H2020 2016-17 Work Programme update (European Commission Decision C(2016)1349 of 9 March 2016)

    In the section "Scope" the sentence "The proposed investments will be launched before the end of the action which means that the project should result in signed contracts" has been updated to "The proposed investments will be launched before the end of the action which means that projects should result in signed contracts".

    In the section "Impacts", the first bullet point "Delivery of a series of sustainable energy investment projects and innovative financing solutions schemes" has been updated to "Delivery of a series of sustainable energy investment projects and innovative financing solutions and/or schemes".

  • 10 November 2015 16:10

    ENERGY EFFICIENCY INFO DAY OPENS REGISTRATION: WANT TO KNOW MORE ABOUT THE CALL WITH DEADLINE SEPTEMBER 2016?
    Be among the 500 participants coming from SMEs, associations, businesses, European and national trade associations, chambers of commerce and European institutions expected at the event on 8th December 2015. How to apply for funding? What are the Energy Efficiency priorities of the H2020 2016 call for proposals deadline 15 September 2016? If you are asking these questions or if you want to network and raise questions to the EASME team during the dedicated information sessions, please register for theInfo Day. If you can't make it to Brussels the event will be live web streamed.
     

Topic Description
Specific Challenge:

As underlined in the Investment Plan for Europe, there is continued need for building a solid and transparent pipeline of sustainable energy investment projects to help the EU unlock additional investments and in order to demonstrate their financial viability and attractiveness, in particular, to private investors. Whilst there is already a significant pipeline of large scale renewable energy projects, investors and lenders need to gain more confidence on investment projects related to energy efficiency which are still seen as risky and fragmented. EU added value can be obtained in particular where projects introduce innovation to the market regarding project aggregation and financing solutions minimising transaction costs and engaging the private finance community as well as where projects demonstrably remove legal, administrative and other market barriers for mainstreaming large scale sustainable energy investment schemes.

Scope:

Project Development Assistance (PDA) will be provided to public and private project promoters such as public authorities or their groupings, public/private infrastructure operators and bodies, energy service companies, retail chains, estate managers and services/industry. The aim of the action is thus to build technical, economic and legal expertise needed for project development and leading to the launch of concrete investments.

The proposed investments will be launched before the end of the action which means that projects should result in signed contracts (or launched tendering procedures as appropriate) for sustainable energy investments to that effect, e.g. construction works, energy performance contracts, turnkey contracts.

The PDA focusses on the sectors of existing public and private buildings; street lighting; retrofitting of existing district heating/ cooling; energy efficiency in urban transport (such as transport fleets, the logistics chain, e-mobility, modal change and shift) in urban/sub-urban agglomerations and other densely populated areas and energy efficiency in industry and services.

Whilst proposals may address investments into distributed, small-scale renewable energy sources in combination with energy efficiency, the main focus should lie on capturing untapped high energy efficiency potentials.

Proposals should have an exemplary/showcase dimension in their ambition to reduce energy consumption and/or in the size of the expected investments. Proposals should also deliver organisational innovation in the financial engineering (e.g. on-bill financing schemes, guarantee funds, or factoring funds) and/or in the mobilisation of the investment programme (e.g. bundling, pooling or stakeholder engagement). Innovation should be demonstrated taking into account the state-of-the-art. In addition, proposals should demonstrate a high degree of replicability and include a clear action plan to communicate experiences and results towards potential replicators across the EU.

This PDA facility focuses on small and medium-sized energy investments of at least EUR 7.5 million to EUR 50 million[1].

The Commission considers that proposals requesting a contribution from the EU of between EUR 0.5 and 1.5 million would allow this specific challenge to be addressed appropriately. Nonetheless, this does not preclude submission and selection of proposals requesting other amounts.

Expected Impact:

Proposed actions are expected to demonstrate the impacts listed below (wherever possible, use quantified indicators and targets):

  • Delivery of a series of sustainable energy investment projects and innovative financing solutions and/or schemes;
  • Every million Euro of Horizon 2020 support should trigger investments worth at least EUR 15 million.
  • Primary energy savings, renewable energy production and investments in sustainable energy triggered in the territory of participating parties by the project within its duration (respectively in GWh/year and million Euro of investments per million Euro of EU funding),
  • Demonstration of innovative and replicable investment financing solutions, documenting feedback/uptake from potential replicators.

[1]It is complemented by the ELENA facility which provides project development assistance for larger scale investments.

Topic conditions and documents

Please read carefully all provisions below before the preparation of your application.
 

  1. List of countries and applicable rules for funding: described in part A of the General Annexes of the General Work Programme.
    Note also that a number of non-EU/non-Associated Countries that are not automatically eligible for funding have made specific provisions for making funding available for their participants in Horizon 2020 projects (follow the links to Australia, Brazil, Canada, China, Hong Kong & Macau, India, Japan, Republic of Korea, Mexico, Russia, Taiwan).

     
  2. Eligibility and admissibility conditions: described in part B and C of the General Annexes of the General Work Programme.

    Proposal page limits and layout: Please refer to Part B of the standard proposal template.
     
  3. Evaluation

    3.1  Evaluation criteria and procedure, scoring and threshold: described in part H of the General Annexes of the General Work Programme

    3.2 Submission and evaluation process: Guide to the submission and evaluation process

     
  4. Indicative timetable for evaluation and grant agreement:

    Information on the outcome of single-stage evaluation: maximum 5 months from the deadline for submission.
    Signature of grant agreements: maximum 8 months from the deadline for submission.
     
  5. Provisions, proposal templates and evaluation forms for the type(s) of action(s) under this topic:


    Coordination and Support Action:

    Specific provisions and funding rates
    Standard proposal template (call specific templates must be downloaded from the electronic submission system)
    Standard evaluation form
    H2020 General MGA -Multi-Beneficiary
    Annotated Grant Agreement
     
  6. Additional provisions:

    Horizon 2020 budget flexibility

    Classified information

    Technology readiness levels (TRL) – where a topic description refers to TRL, these definitions apply.

    Financial support to Third Parties – where a topic description foresees financial support to Third Parties, these provisions apply.

     
  7. Open access must be granted to all scientific publications resulting from Horizon 2020 actions:

    Where relevant, proposals should also provide information on how the participants will manage the research data generated and/or collected during the project, such as details on what types of data the project will generate, whether and how this data will be exploited or made accessible for verification and re-use, and how it will be curated and preserved.

    Open access to research data
    The Open Research Data Pilot has been extended to cover all Horizon 2020 topics for which the submission is opened on 26 July 2016 or later. Projects funded under this topic will therefore by default provide open access to the research data they generate, except if they decide to opt-out under the conditions described in annex L of the Work Programme. Projects can opt-out at any stage, that is both before and after the grant signature.

    Note that the evaluation phase proposals will not be evaluated more favourably because they plan to open or share their data, and will not be penalised for opting out.

    Open research data sharing applies to the data needed to validate the results presented in scientific publications. Additionally, projects can choose to make other data available open access and need to describe their approach in a Data Management Plan.

    - Projects need to create a Data Management Plan (DMP), except if they opt-out of making their research data open access. A first version of the DMP must be provided as an early deliverable within six months of the project and should be updated during the project as appropriate. The Commission already provides guidance documents, including a template for DMPs.

    - Eligibility of costs: costs related to data management and data sharing are eligible for reimbursement during the project duration.

    The legal requirements for projects participating in this pilot are in the article 29.3 of the Model Grant Agreement.
     

  8. Additional documents:

    H2020 Work Programme 2016-17: Introduction
    H2020 Work Programme 2016-17: Secure, clean and efficient energy
    H2020 Work Programme 2016-17: Dissemination, Exploitation and Evaluation
    H2020 Work Programme 2016-17: General Annexes
    Legal basis: Horizon 2020 - Regulation of Establishment
    Legal basis: Horizon 2020 Rules for Participation
    Legal basis: Horizon 2020 Specific Programme 

     

 

Additional documents

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(EN only, incl. the additional docs.)

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