Research & Innovation - Participant Portal

TOPIC : Making the energy efficiency market investible

Topic identifier: EE-24-2016-2017
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
  • 24 May 2017 18:09

    Description of projects launched under the H2020 EE Call 2016 are now available in the H2020 Energy Efficiency Data Hub: europa.eu/!vM67rD

  • 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:

Sub-optimal levels of investment in sustainable energy (in particular energy efficiency) are linked, among others, to a lack of trust of investors and financiers in the financial viability of energy efficiency measures. Banks, institutional investors and asset managers lack the skills and operational tools to effectively assess sustainable energy investments and integrate energy efficiency in their investment strategies. Access to the capital markets for energy efficiency investments is hampered by the lack of standardisation of assets.

Scope:

Proposals should address one or more of the following issues:

  • Development, demonstration and promotion of frameworks for the standardisation and benchmarking of energy efficiency investments such as labelling schemes, project rating methodologies and risk assessment tools, standardised legal and financial structures of assets (loans, guarantees, energy performance contracts etc.) in order to develop securitisation and rating models for energy efficiency based financial products, which should enable the development of and access to secondary markets. Proposals integrated in a broader approach such as socially responsible investment should focus on the energy component.
  • Gathering, processing and disclosing large-scale data on actual financial performance of energy efficiency investments, in order to create a track record for energy efficiency in different sectors (buildings, industry, transport, etc.). Further integrating the 'green value' of buildings in property valuation through collection of market data across the EU and actions targeted to the key actors in the sale or lease process (e.g. real estate agents, property valuers, notaries, etc.)
  • Targeting institutional investors (e.g. public pension schemes) in order to increase the share of their funds invested in energy efficiency, or to develop specific funds or investment products. Supporting the integration of energy efficiency in portfolio management strategies for institutional investors and/or fund managers, including through re-definition of fiduciary duties.

The Commission considers that proposals requesting a contribution from the EU of between EUR 1 million and EUR 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), depending on the activities of the proposal:

  • Reduced uncertainty as regards investments into energy efficiency and increased investors' confidence;
  • Frameworks, standardisation, benchmarking, standardised descriptions and data evidence of financial returns of energy efficiency investments agreed and accepted by the market;
  • Higher allocation of institutional investments to energy efficiency; standardisation of assets enabling securitisation; development of a secondary market for energy efficiency assets.
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. The following exceptions apply, taking into account the nature of the activity and with the objective to maximize the European Added Value and European market uptake through transnational collaboration*. The following additional eligibility criteria apply:
    1. at least three legal entities shall participate in an action;
    2. each of the three legal entities shall be established in a different Member State or Associated Country
    3. all three legal entities shall be independent of each other within the meaning of Article 8 of the Rules for Participation.
    * Transition towards Secure, Clean and Efficient Energy and the Energy Union project are cross-national policy initiatives and priorities aiming at trans-national solutions.

    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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