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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 Legacy of the Intelligent Energy Europe programme II (2007-2013) parts of Horizon 2020 including parts of the Energy Challenge (2014-2020) EASME: http://ec.europa.eu/easme/ 2

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 3

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 4

Common issues affecting SEP Know-how at the regional and local administrations needs to be re-strengthened In many occasions, moving from plans to project realisation does not happen - project identification and financing 5

Support: from planning to implementation IEE and H2020 programmes 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) 6

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 http://www.cascadecities.eu Project CO: EUROCITIES, EU 7

CASCADE (2011-2014) Improved transnational cooperation Creation of a network of 76 European cities Acceleration and improvement in the delivery of sustainable energy policies Increased capacity, knowledge and skills of staff from local authorities Slide adapted from the results from CASCADE project 8

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 wellestablished 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. Slide adapted from the results from CASCADE project 9

MAYORS in ACTION (2014/2017) Strengthening organisation between different levels of government (national, regional, local) to accelerate sustainable energy planning monitoring and implementation National/regional Training and tutoring CoM Supporters City 1 (plan 1) City 2 (plan 2) City 3 (plan 3) City n (plan n) Capacity building Identify technical and financial solutions Financing mechanisms 10 Investments are launched 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 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 Project coordinator, Town and Country Planning Association London, UK. www.special-eu.org/ 11

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 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/ 12

Heating and cooling planning Support in the IEE programme Development and adoption of regional policy frameworks Local: support to project implementation Identification of concrete areas of intervention, concrete action plans (all stakeholders involved) Figures: (left) adapted from the IEE supported GEODH project: http://loczy.mfgi.hu/flexviewer/geo_dh/ 13 From pre-feasibility studies to detail technical and financial engineering (all stakeholders involved)

Project development assistance From action plans to investments Loans, grants Pay As You Save, EPC Investment funds Banks, ESCO s, financial markets, grants EIB, EBRD, Jessica, EEEF Signing the investment contracts Procurement Technical and financial engineering MLEI-PDA (closed), H2020 programme ELENA facilities Setting up a financing scheme Sustainable energy action plan Mobilisation of local stakeholders IEE programme (closed) and H2020 National programmes This presentation requires oral explanations 14

Source: José Lopez, Energies POSIT'IF MLEI POSIT'IF (Ile de France, FR) Public ESCO scheme for deep renovation of condominiums "Local facilitators": energy agencies, associations Equity (local authorities & private partners) Long-term loans (low interest rates) Mature projects 1. Design phase Design of measures Financing plan Condominium Administrator General Assembly Investment: 40m Leverage factor: 19 2. Implementation phase EPC (guaranteed savings) Third party investment or O&M with shared savings ERDF Jessica fund (loans/equity) - potentially Grants and tax incentives for home owners (tbc) Soft loans for homeowners (tbc) This presentation requires oral explanations Energies POSIT IF Sub-contracting or co-contracting agreements Architects Thermal engineers Construction companies Energy service companies 15

Sustainable Energy Planning Smart Cities and Communities example of projects Acronym Dur Topic link STEP-UP 2012/ 2015 STEEP 2013/ 2015 TRANSFORM 2012/ 2015 CELSIUS 2013/ 2017 create and demonstrate a coherent and easy-to-use model for energy planning development and implementation of modelling and approaches to energy master planning in cities 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. demonstrate innovative integrations of heat/cool supply in DHC in 5 cities Celsius roadmap will be drafted www.stepupsmartcities.eu www.smartsteep.eu www.urbantransform.eu 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 16

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, ecodriving, 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 More information in the IEE project database http://ec.europa.eu/energy/intelligent/projects 17

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 Projects are being supported (demo/pilot activities/capacity bdg) -> more replication and roll-out activities are necessary 18

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 Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value 19

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 Call open 10/12/2014, deadline 5/6/2015 SCC1: Smart cities and communities solutions integrating energy, transport, ICT sectors through lighthouse (large - scale demonstration first of the kind) projects Call deadline 5/5/2015 Other relevant topics (including transport) in the supplementary slides 20 Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value

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 21

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 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 23

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 24

Sustainable Energy Planning Smart Cities and Communities Acronym Dur Topic link STEP-UP 2012/ 2015 create and demonstrate a coherent and easy-to-use model for energy planning www.stepupsmartcities.e u STEEP 2013/ 2015 TRANSFORM 2012/ 2015 InSMART PLEEC CELSIUS 2013/ 2017 development and implementation of modelling and approaches to energy master planning in cities integrative approach to smart city development, including strong stakeholder involvement, data analytics and smart tooling, financial strategies and methodologies for cocreation, like service design thinking. establish and implement a comprehensive methodology for enhancing sustainable planning; addressing current and future city energy needs through an integrative and multidisciplinary approach develop a general model for energy efficiency and sustainable city planning. demonstrate innovative integrations of heat/cool supply in DHC www.smartsteep.eu www.urbantransform.eu www.pleecproject.eu 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 25

Sustainable Energy Planning heating and cooling Acronym Project CO Dur Topic link STRATEGO RES H/C SPREAD SmartReFlex Euroheat and power, EU 2014/ 2016 ISIS, IT 2014/ 2016 AmbienteItalia, IT 2014/ 2017 GEODH EGEC 2012/ 2015 RESCUE TUD, DE 2012/ 2015 Support to national, regional and local authorities in development and implementation of heating and cooling plans Develop pilot regional in the field of the heating and cooling using residual and RES in AT, BG, ES, EL, IT and LV. Promote EE and RES district heating and cooling in 6 regions covering DE, IE, IT and ES. facilitate the adoption of deep geothermal DH via targeted collaboration/capacity building with and for a number of regional/local public. 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.stratego-project.eu www.res-hc-spread.eu. http://ec.europa.eu/energy/i ntelligent/projects/en/project s/smartreflex http://geodh.eu www.rescue-project.eu SDHPLUS SOLITES, DE 2012/ 2015 URBAN SOL PLUS AmbienteItalia, IT 2011/ 2014 closed Promote and create new business opportunities for solar thermal district heating including support to planners for the integration of SDH in spatial planning promote the integration of Solar Thermal systems especially in major renovations and multi-family buildings located in urban and/or protected areas www.solar-districtheating.eu www.urbansolplus.eu Examples of IEE supported projects on heating and cooling planning. For more details: http://ec.europa.eu/energy/intelligent/projects 26

Project development assistance Topic Energy performance contracting / bundling small EPCs projects Investment funds, citizen financing: projects Paride (IT), Accelerate (ES), ENSAMB (NO), BEAM-GRAZ (AT) 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) 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 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 27

THE EU FRAMEWORK PROGRAMME FOR RESEARCH AND INNOVATION HORIZON 2020 Support to sustainable energy planning and project implementation 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. 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

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 Call open 10/12/2014, deadline 5/6/2015 LCE4: market uptake of existing and emerging RES-E and RES H/C technologies Call open 10/12/2014, deadline 5/5/2015 Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value 29

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 Call open 10/12/2014, deadline 5/6/2015 SCC1: Smart cities and communities solutions integrating energy, transport, ICT sectors through lighthouse (large - scale demonstration first of the kind) projects Call deadline 5/5/2015 Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value 30

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 Information on this slide is indicative - Only the Horizon 2020 call for proposals has a legal value 31

H2020 where to find each information Work programme* Topics & challenges, TRL, project size, TTG 2-years, 'Conditions' incl budget / deadlines / exceptions Application Forms 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

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/h202 0/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.ht ml H2020 reference documents: work programme, rules for participation, general annexes. http://ec.europa.eu/research/participants/portal/desktop/en/funding/referenc e_docs.html Search by topic: http://ec.europa.eu/research/participants/portal/desktop/en/opportunities/h2 020/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