1. Lessons learned from 2014 calls: proposal management and best practices
Agata Kotkowska Head of Sector Buildings and District Heating/Cooling
EASME
Connecting European Chambers: Sharing Lessons learnt and new challenges from EU Programmes
EESC - 25th March 2015

2. Content
Energy Efficiency 2014 Call
Evaluation principles
Getting started…tips and lessons learnt
Things that often go wrong…
Where to find information

3. HORIZON 2020 BUDGET Industrial Leadership EUR 17.0 billion
Societal Challenges EUR 29.7 billion
European Institute of Innovation and Technology EUR 2.7 billion
Excellent Science EUR 24.4 billion
Euratom ( ) EUR 1.6 billion
Other EUR 3.2 billion

4. Societal Challenges 1. Health, demographic change and wellbeing 7.5
Budget
(EUR billion)
1. Health, demographic change and wellbeing
7.5
2. Food security, sustainable agriculture and forestry, marine and maritime and inland water research and the Bioeconomy
3.9
3. Secure, clean and efficient energy
5.9
4. Smart, green and integrated transport
6.3
5. Climate action, environment, resource efficiency and raw materials
3.1
6. Inclusive, innovative and reflective societies
1.3
7. Secure societies
1.7

5. Call Energy Efficiency 2014 - 97,5
Smart Cities and Communities
MEUR,
Competitive Low-Carbon Energy
MEUR,
SME Instrument and Fast track to Innovation
About 35 MEUR
Other actions (e.g. tenders; ELENA; Concerted Actions)
2015 – 58 MEUR

6. Retained participants
456 proposals submitted
56 proposals selected for funding

7. Retained proposals: Buildings & Consumers
4 projects developing IT tools to target consumers in public buildings and social housing (EE11 – R&I)
4 projects under EE10 targeting consumers through an (a) online platform (Topten) or (b) large campaign, or focusing on (c) office occupants or (d) vulnerable consumers
4 socio-economic research projects addressing the multiple benefits or barriers of EE; or the development of scenarios and policy recommendations (EE12 – R&I)
This is a major source of legal uncertainty.

8. Retained proposals: Heating and Cooling
2 projects developing advanced methodologies and tools for controlling and optimising a wide range of District Heating and Cooling systems (EE13 – R&I)
1 EE14 project removing market barriers to the uptake of efficient heating and cooling, with a focus on package systems integrating solar thermal energy

9. Retained proposals: Industry & Products
2 industry proposals, one focusing on steam generators and electric motor systems, the other on waste water treatment plants (EE16)
1 ambitious project to raise compliance of space heating, lighting and imaging equipment. 13 market surveillance authorities involved (EE15)

10. Retained proposals: Innovative Financing
One project for the creation of a national financing platform and 2 other addressing the green value of buildings (EE19)
Another 4 EE19 proposals addressing frameworks for the standardisation and benchmarking of investments (labelling of investment portfolios, standardisation of investment processes in building renovation and energy performance contracting, evaluation of technical risks on PV projects)
4 Project Development Assistance projects triggering altogether more than € 100 million of investments in EE (EE20)
3 projects for the development and market roll-out of innovative energy services and financial schemes for sustainable energy; one of them focusing on SMEs (EE21)

11. Proposal management: H2020 Evaluation principles
Fair and equal treatment of all proposals
Based on the criteria announced in the Work Programme
Independent external experts
Confidential process - No conflicts of interest
Competitive process
Indicative budget (per topic) as guidance
Basic steps of the evaluations
Eligibility & Admissibility conditions
Award criteria (assessed by external experts)

12. Proposal management: Evaluation
Award criteria:
Excellence
Impact
Quality & efficiency of implementation
Only the best proposals, i.e. those not requiring negotiations, were recommended for funding

13. Frequent mishaps – Eligibility / Admissibility
Call deadline is unchangeable: use all advantages of the electronic submission system to make the deadline!
Completeness: one section missing makes your proposal inadmissible
Partnerships: remember the principle of 3 participants from EU Member States or Associated Countries (except EE 20 + parts of EE 19)
Page limit of 50 pages for CSA (Market Uptake) proposals and 70 pages for RIA/IA proposals - applied strictly during evaluations!

14. Getting it right – Excellence
Evaluation Results: Proposals often miss explanation of the concept and added value and innovation falls short
Make choices, focus, have a clear direction, remove unnecessary elements, innovate
"Explain the overall concept underpinning the project"  Do this not only from the perspective of the Coordinator… input from your partners is key
Your opportunity for a unique selling point - do not assume that evaluators know your specific context
You win by explaining!

15. Getting it right – Impact
Evaluation results: Ambition is not quantified / not realistic / not supported by action
Keep your 'challenge' in mind!
Quantify! Describe in a concise, yet robust, manner your baseline, benchmarks and assumptions
Plan activities to monitor your performance
Be aware: keep the link to actual activities in your work plan!
Explain with a plan how you will exploit, disseminate and communicate your results

16. Getting it right – Resources/Workplan
Evaluation results: Work plan not sufficiently detailed / Budgets not justified / Budgets seem top-down
Make sure work description is sufficiently detailed and clear
Invest time into this: this is the opportunity to convince evaluators that you can materialise your vision
Invest time into your resource planning –bottom up

17. While perfect proposals do not exist…
We look forward to excellent proposals, with convincing impact from the best possible use of resources
Submitted by motivated and inspired project teams
Aiming to deliver and 'make a change'

18. EE Call 2015 Topics Code Type Budget (M€) EE-02
Dead-line
EE-02
Design for new highly performing buildings IA 9
4 Feb.
EE-18
Heat recovery in large industrial systems
RIA
10.6
EE-06
Demand response in blocks of buildings 8
4 June
EE-11
ICT for energy efficiency
8.5
EE-13
District heating and cooling
5.3
EE-05
Buildings renovation
CSA
59.3
EE-07
Capacity building of public authorities
EE-09
Empowering stakeholders
EE-10
Consumer engagement
EE-14
Efficient heating and cooling
EE-15
EU product efficiency legislation
EE-16
Energy efficiency in industry
EE-17
Innovation through large buyer groups
EE-19
Attractiveness of investments
EE-20
Project development assistance
EE-21
Energy services and financial schemes

19. Coming soon: WP
Reflecting on the lessons learned from the Calls 2014
Building i.e. on the SET-Plan Integrated Roadmap priorities and the latest policy developments
Indicative timeline:
30 September 2015:
Adoption by the Commission

20. National Contact Points FP7 projects
Information Ressources
H2020 Portal
National Contact Points
FP7 projects
300+ Intelligent Energy Europe projects, including various information platforms

21. Thank you for your attention!
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