PART II: Your proposal

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PART II Your proposal

• Anette Jahn
• Principle Project Officer
• European CommissionIntelligent Energy Executive
  Agency (IEEA)
• Unit ALTENER, COOPENER and Local Action
• Anette.Jahn_at_ec.europa.eu

Intelligent Energy Europe ProgrammeLondon 23
April 2007
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• PART II
• How does the IEE programme work?
• Before you start Nuts and bolds
• How is your proposal evaluated and what happens
  next?

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HOW DOES THEIEE 2 PROGRAMME WORK?

• The IEE II programme runs from 2007-13
• Annual work programmes are issued each year to
  define specific priorities and actions
• This year applications for funding are submitted
  following the 2007 work programme and call for
  proposals

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HOW DOES THEIEE 2 PROGRAMME WORK?

• The IEEA and the Commission evaluate all
  proposals with the help of independent experts
• The best proposals are selected and invited to
  prepare and sign a grant agreement
• The project team carries out the project
  according to the agreed work plan
• The IEEA monitors and supports the project, and
  helps spread its results

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WHAT IS BEINGFUNDED THIS YEAR?
New local/regional energy agencies( 3 million)

• Tenders
• Support for Standards
• Concerted Action

Projects( 49 million)
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WHAT IS AN IEE-PROJECT?

• A project to promote intelligent energy with
  European added value
• Involving at least 3 partners from different
  countries
• 3 years maximum duration
• Average project budget 1,000,000
• Falling within the scope of theWork Programme
  2007
• Market development, capacity building,
  institutional change, regulatory shifts,
  promotion - not hardware type investments or
  RD

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Budget and deadline (2007)
Participating countries EU 27 To be
confirmed NO, IS, LI, Croatia
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Rules for granting support

• No profit
• Up to 75 of total eligible costs
• Flat Rate of 60 for indirect costs (overheads)
• Evidence required for staff costs
• Evidence required for sources of co-financing
• Payment
• 1st pre-financing at the start
• 2nd pre-financing at mid-term
• Final payment
• Several other simplifications introduced

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• PART II
• How does the IEE programme work?
• Before you start Nuts and bolds
• How is your proposal evaluated and what happens
  next?

10
Key documents

• Work Programme 2007
• detailing priorities and budgets for the year
• Call for Proposal 2007
• detailing evaluation criteria, announcing
  priorities and deadlines
• Application forms
• Guide for Proposers
• Available soon on IEE programme web site
• http//ec.europa.eu/energy/intelligent/index_en.ht
  ml

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Grant application forms (with some
simplifications)
Part 1
Part 2
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Writing your proposal

• Start now ! It takes longer than you think !
• With 75 support, competition may be stronger !!
• Proposals should be very well presented (budget
  ?)
• Help in Application Forms and Proposers Guide
• Easy to read - evaluators assess it in 2-4 hours
• Explain role of each partner per Work Package
• How will you measure your success during the
  project - Performance Indicators ?

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Rationale and planning of your proposal (1)

• State of the art
• Starting Point What exactly do you propose to
  solve / overcome? What is the problem environment
  / challenge?
• Previous initiatives If and how your project
  builds on previous initiatives?
• Link to relevant action in / by participating
  countries?

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Rationale and planning of your proposal (2)

• Objectives Results Impacts
• Specific objective
• What is the specific objective of your action?
• How will you change markets? What is your project
  going to add?
• Which effects do you seek on your target
  group(s)? What is different after the end of your
  project?
• Strategic objective
• What are realistically the long-term impacts
  beyond your project duration
• Important
• Does your work programme (outputs) match these
  objectives?
• You will need to define Result and Impact
  Indicators which will measure the success

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Rationale and planning of your proposal (3)

• Target group(s)
• Who are you trying to influence / engage?
• Which target groups do you want to address?
• How have they been involved in the preparation of
  the proposal?
• Which benefits will they have and how will you
  make sure that they will take the results
  forward?
• Which Key Actors will you engage closely to the
  project implementation to facilitate access to
  the target groups?
• Important How will they be actively engaged in
  the project itself?

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Rationale and planning of your proposal (4)

• Work Programme
• You will propose a work programme, broken down in
  work packages ( major, logical project steps)
• Number of work packages should match the
  complexity of your proposal (generally not more
  than 10)
• Each work package contains overview, tasks,
  outputs and deliverables (2-3 pages each)
• Important
• Be specific on what exactly you propose to do and
  show your level of ambition in the outputs!
• Do tasks / outputs match with efforts / budget
  and vice versa?
• Do work package match with specific and strategic
  objectives are they designed to achieve them?
• Do work packages reflect the engagement of target
  group(s)?

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Information on existing projects(see IEE web
site )

• Details of 350 European projects
• Intelligent Energy News
• List of supported events
• Calls for proposals how to apply
• Support for partners
• Contacts help

http//ec.europa.eu/energy/intelligent/index_en.ht
ml
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Choosing your partners(Managenergy Partner
Search)

• Who will own, benefit from and take forward the
  project outcomes ? (eg architects, bankers,
  local policy makers, urban planners, utilities,
  ESCOs, social housing companies, installers)
• How will key actors be engaged in your project
  ?
• Form an effective multi-disciplinary team,
  involve SMEs
• Are your partners committed ? What will each
  partner do?

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Budget costs ?

• No research or hardware costs
• Realistic bottom up costing, mainly hours of work
  
• Collaborative working between partners and
  countries not too much for one.
• Sub-contract to specialised professionals, but
  partners should perform core activities
• Reasonable budget for meetings and travel
• Will your deliverables offer good value for money?

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Communication

• Essential part of your project usually own
  Communication Work Package
• Should be planned and carried out professionally
• Has to be tailor-made for each project
• Project web site within 6 months
• Needs to address
• What?
• To/with whom?
• How, when and which level?
• What impact?

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• PART II
• How does the IEE programme work?
• Before you start Nuts and bolds
• How is your proposal evaluated and what happens
  next?

22
How will your proposal be evaluated?

• Basic principles
• Fair and equal treatment of all proposers
• Based on the criteria announced in the Call
• Confidentiality rules and independent evaluators
• Three successive checks
• Eligibility criteria (yes/no)
• Selection criteria (yes/no)
• Award criteria

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Eligibility criteria

• Proposals must fulfil the submission conditions
• Coordinators must be legal persons from EU27 (
  to be confirmed Croatia, Norway, Iceland,
  Liechtenstein)
• Number of project partners should be equal or
  above the minimum required (min. 3 for projects)
• Scope of the action must fit with the priorities
• Duration of the project is max. 36 months
• In addition Partners must not be in one of
  situations listed in Article 93 (1) of the ECs
  Financial Regulation
• Cannot be bankrupt or guilty of serious
  professional misconduct, or engaged in illegal
  activities, etc.
• Partners must sign the standard declaration of
  the applicant

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Selection criteria

• Applicants must show that they have the FINANCIAL
  capacity to complete the action (checked with
  balance sheets does not concern public
  organisations)
• gt YES or NO
• Applicants must show that they have the TECHNICAL
  capacity to complete the operation (based on CVs,
  description of organisation, previous contracts,
  etc.)
• gt YES or NO

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Award criteria for projects

• Relevance of the action
• Quality of the methodology
• Community added value
• Costs and co-financing
• Management and organisation of the Team

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Timeline from proposal to signature of Grant
Agreement
Call 19 April 2007
Deadline 28 September 2007
June 2008
Project implementation
Call forproposals
Evaluationof proposals
Contractnegotiation
End of Feb. 2008
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Take another look at the IEE web site
http//ec.europa.eu/energy/intelligent/index_en.h
tmlCome and Talk to us !IEEA welcomes a
discussion or meeting with proposers before they
submit their proposals Thank you for your
attention !