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Scaling up Public Energy Efficiency Investments via Standardising Citizen Financing Schemes

CORDIS provides links to public deliverables and publications of HORIZON projects.

Links to deliverables and publications from FP7 projects, as well as links to some specific result types such as dataset and software, are dynamically retrieved from OpenAIRE .

Deliverables

CFs4EE Financing Scheme pilot projects evaluation report and Action Plan (opens in new window)

The report will describe the Public Financing Instrument PFIs which is best adapted to the pilot countryregion depending the targeted investment program and the market characterization It will be completed by an Action Plan to serve as an operative plan that incorporates the technical financial and operational aspects to setup and operate the CFs4EE Financing Scheme outcome of task 24

Operationalization report (update 1) (opens in new window)

Update of the operationalization report according to the same template outcome of task 22

Action Plan for establishment of the Citizen Investment Platforms (opens in new window)

This deliverable will detail the tasks and schedule to set-up the investment platforms including the evaluation of the resources (human and financial) required to operate the platforms during the project and beyond for each pilot countries/Regions. The insights reported in this deliverable will support the activities carried out in WP5 and WP6. (outcome of task 2.1)

Citizen funding market assessment report (opens in new window)

The report will identify and describe the citizen funding models already in place in the European energy sector It will review their delivery mechanisms and structured financing instruments used as well as their organizational and financial aspects The report will serve to elaborate the Map of Structured Financial Solutions for CFs4EE Financing Schemes outcome of task 31

Exploitation and Sustainability plan (opens in new window)

The report will include the plan detailing the vision of project partners about project results potential and impacts including information such as targets indicators and milestones outcome of subtask 665

Report on annual events held, e-Newsletters and social media campaign achievements (update2) (opens in new window)

Update of the report on the project related dissemination in major relevant conferences and other events by project partners Report on eNewsletters launched and social media campaign achievements outcome of task 63 64 65

Report on annual events held, e-Newsletters and social media campaign achievements (opens in new window)

Project related dissemination in major relevant conferences and other events by project partners. Report on e-Newsletters launched and social media campaign achievements. To be updated in months 24 and 36. (outcome of task 6.3, 6.4, 6.5)

Business model report (opens in new window)

The report will describe the financing services and financial terms to be delivered by the Public Financing Instrument PFIs under the CFs4EE Financing Scheme define the Project Delivery Organization to setup to support its development and describe the roles of each partner of the scheme as well as their operational legal and financial relationships The report will also define the added value expected from the project delivery partners of the scheme and the selection criteria to use in the procurement phase A detailed business plan will be delivered at M24 outcome of task 41

Report on annual events held, e-Newsletters and social media campaign achievements (update 1) (opens in new window)

Updated report on the project related dissemination in major relevant conferences and other events by project partners Report on eNewsletters launched and social media campaign achievements outcome of task 63 64 65

Global risk assessment and mitigation strategies (update 1) (opens in new window)

This report will include an update of the map of potential risks and associated mitigation actions outcome of task 43

Legal & regulatory investment framework analysis report (opens in new window)

This deliverable will include the insights from the consultation with stakeholders on the legal & regulatory framework improvement, analysis of barriers/obstacles for citizen-oriented financial schemes at regional/national and at EU level and measures to be taken for improving the investment framework, thereby increasing the effectiveness of the Citizen Investment Platforms. (outcome of task 2.3)

Report on CFs4EE Financing Schemes monitoring results (opens in new window)

This deliverable will include the monitoring results from the implementation of CFs4EE Financing Schemes for each pilot countryregion In addition this report will evaluate the investment program progress realised under the CFs4EE Financing Scheme for each pilot countryregion outcome of task 44

Contractual agreements (opens in new window)

Drafting of contractual agreements for each pilot countryregion The contractual agreements with the PFI operator if outsourced and with the Project Delivery Organization partners outcome of task 42

Global risk assessment and mitigation strategies (opens in new window)

Drafting of a map of potential risks and associated mitigation actions with increasing level of complexity and impact It will be updated in M27 outcome of task 43

Report on development and validation of template documents and contracts for the actors (opens in new window)

This deliverable includes the development and validation of template documents and contracts for the actors Template documents and contracts are necessary in order to facilitate citizen participation and to attract private investment SUER will integrate the findings made in WP2 and WP4 in its development process Special focus is on the development of legislation on European level outcome of task 51

Detailed Business Plan (opens in new window)

Update of the Preliminary Business Plan into a Detailed Business Plan for each pilot countryregion The Detailed Business plan will revise and complete the Preliminary Business Plan after approval by the pilot countriesregions decision makers It will include detailed guidelines to setup the CFs4EE Financing Schemes with related planning outcome of task 41

Report on market characterization: segment & boundaries analysis (opens in new window)

This will report on the market characterization of each pilot country/region. The deliverable will consist of a market barriers analysis and market segments evaluation performed through stakeholder consultation activities for each pilot country/region. The deliverable will serve as inputs for the evaluation and selection process of the Public Financing Instrument (PFIs) that will be best adapted to the regional market characterization. (outcome of task 2.4)

Report on Citizen Investment Platforms communication tools (opens in new window)

Short presentation of communications tools used by most Citizen Investment Platforms, combined with an assessment of their advantages and disadvantages. (outcome of task 2.2)

Map of Structured Financial Solutions for CFs4EE Financing Schemes (opens in new window)

This deliverable will include the development and validation of a mapping tool of structured financial solutions for CFs4EE Financing. The mapping will help pilot countries/regions to analyze and compare the suitable Public Financing Instruments (PFIs) to set-up to support the development of their CFs4EE Financing Scheme. The mapping tool will also help to identify the implementation requirements, including the entire aspects of building well functioning CFs4EE Financing Schemes. (outcome of task 3.2)

Report on legal and regulatory recommendations for the target countries (opens in new window)

Development of legal and regulatory recommendations for the target countries This task will be based on the outcomes of WPs 2 to 4 and will provide the stakeholders with concrete recommendations for the enhancement of their respective national legal and regulatory framework for citizen financing The outcome of the task will be National recommendations for national policy makers and regulatory bodies on how to implement the representative pilot cases or on how to overcome the barriers which are preventing their implementation outcome of task 52

Report on legal and regulatory recommendations on European level (opens in new window)

Development of legal and regulatory recommendations on European level On European level the recommendations will consider the existing legal framework and focus on the newest developments and changes The aim of this task will be twofold on the one side to formulate recommendations how the existing barriers can be eliminated and on the other side how the European level can assist the Member States in designing an innovative and citizen financing friendly framework outcome of task 53

CFs4EE Financing Schemes follow up report (opens in new window)

This deliverable will initially inform on the implementation of the CFs4EE Financing Scheme in each pilot countryregion Subsequent updates will be produced at M24 and M36 outcome of task 44

Report on capacity building activities (opens in new window)

This first report will present activities outcomes and recommendations drawn from the training workshops and webinars organised by ECN These will be addressed to EU regionsmunicipalitiescities representations and clusters or networks and other stakeholders interested in implementing financing schemes for energy efficiency projects To be updated in month 35 outcome of subtask 662 and 663

Stakeholders Working Groups composition list (opens in new window)

This deliverable reports the identification of local partners for the Stakeholders Working Groups for each pilot country/region that will provide guidance on the Platform’s activities. (outcome of task 2.2)

Report on exploitation events (opens in new window)

The report will present insights conclusions and recommendations from the exploitation events that the partners will organise This will cover both the local and national and European level outcome of subtask 664

CFs4EE Financing Schemes follow up report (update 1) (opens in new window)

This deliverable will provide a first update on the status of the implementation of the CFs4EE Financing Scheme in each pilot countryregion outcome of task 44

Institutional, organisational and procedural report (opens in new window)

"Drafting of a report addressing the institutional, organizational and procedural aspects of investment platforms. The report will provide guidelines and procedures to set-up and operate Citizen Investment Platforms in the pilot countries/regions. Part of the process is to explore how the platforms are to interact with the efforts on establishing Investment Platforms under the European Fund for Strategic Investments (EFSI) and the rules for operating such Investment Platforms according to the ""EFSI Regulation"". (outcome of task 2.1)"

CFs4EE Financing Schemes follow up report (update 2) (opens in new window)

This deliverable will provide a second update on the status of the implementation of the CFs4EE Financing Scheme in each pilot countryregion outcome of task 44

Operationalization report (opens in new window)

Document reporting the main steps of the implementation of the Action Plan developed in task 21 to operationalize the Citizen Investment Platforms in the target regionscountry The report will include the success and barriers of the implementation of the Action Plan and setup of the Stakeholders Working Groups The document should close with next steps for each participant outcome of task 22

Funding Source Action Plan (opens in new window)

This deliverable will include the Action Plan that will evaluate the sources of available public funding for each pilot countryregion and detail the tasks and schedule to mobilize the funds in order to setup the Public Financing Instrument PFIs outcome of task 41

PFIs Statements (opens in new window)

Drafting of the PFIs Statements for each pilot countryregion outcome of task 44

Project Delivery Process design and validation report (opens in new window)

The report will describe the project delivery organization Program Management Unit Project Delivery Units Project Aggregators to be put in place to support the development of the CFs4EE Financing Schemes for each pilot countryregion It will identify the partners to work with and describe the operational legal and financial relationships between the parties outcome of task 41

Report on capacity building activities (update 1) (opens in new window)

This report will include an update of the capacity building activities organised in the third year of the project outcome of subtask 662 and 663

Simulation tool and pilot projects simulations reports (opens in new window)

Development and validation of a financial simulation tool The simulation tool will be used to quantify addressable objectives and performing financial feasibility analysis of the pilot region investment programs which will be implemented under the CFs4EE Financing schemes Simulations reports will be produced for each pilot countryregion outcome of task 33

CitizEE toolkit (opens in new window)

The Toolkit will provide with a better understanding of the adoption of citizen financing for energy efficiency and will be addressed to any citizen private investor project promoter region local authority energy company and other stakeholder organisations coalitions and individuals that wish to get involved in developing and financing energy efficiency projects outcome of subtask 661

Booklet (opens in new window)

This deliverable consists of a short publication in electronic and printed format highlighting the key messages from WP4 and WP5 It will be produced with input from all the partners outcome of task 63

Project website (opens in new window)

"Development of a multipurpose project website for widespread communication, but also as share-point for the consortium. The first version will be available by month 4, but it will be actively updated throughout project development. (outcome of task 6.2)"" "

Publications

CitizEE H2020 Project Launched: Scaling up Public Sustainable Investments via Citizen Financing Schemes

Author(s): Pablo Alonso
Published in: 2019
Publisher: BUILD UP, The European Portal For Energy Effciency In Buildings

Joining forces to finance renewables: the investment platform model

Author(s): Diego Giuliani
Published in: Youris.com European research media center, 2021
Publisher: Youris.com European research media center

Scaling up Energy Efficiency investments through Citizen inancing Schemes

Author(s): Pablo Alonso
Published in: Spring 2020 European Energy Innovation, Issue Spring 2020, 2020
Publisher: Prologue Media Ltd

CitizEE Project - Scaling Up Public Sustainable Investments via Citizen Financing Schemes (opens in new window)

Author(s): P. Alonso, S. Caneva, J.-F. Marchand, L. Vanstraelen, M. Casas, F. Pause, M. Wimmer, J. Nuno-Brito, E. Steyaert, H. Ruttens, V. Segon, R. Adomaviciene, K. Vaskeliene, G. Zakevicius, L. Della-Sala
Published in: 2020, Page(s) 1977 - 1978, ISBN 3-936338-60-4
Publisher: EU PVSEC
DOI: 10.4229/eupvsec20192019-7dv.2.5

How Innovative Citizen Financing Schemes Enable Large-Scale Energy Efficiency Measures in the Building Sector (opens in new window)

Author(s): S. Wilhelm, S. Caneva, D. van der Zande, J.-F. Marchand, M. Casas, F. Pause, M. Wimmer, J. Kamm, L. Couto, B. De Kezel, V. Segon, T. Šimek, R. Adomaviciene, K. Vaskeliene, A. Gladkauskiene, D. Juškeviciene, D. Banyte, Z. Kaciuška, C. Weber
Published in: 38th European Photovoltaic Solar Energy Conference and Exhibition, 2021, ISBN 3-936338-78-7
Publisher: EU PVSEC
DOI: 10.4229/eupvsec20212021-7dv.1.8

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