General introduction

Following the European Commission TA Facility managed by the EEEF, the Fund set up the EEEF TA Facility to support ambitious public beneficiaries in developing bankable sustainable energy investment programmes. These projects shall relate to the energy efficiency sector, small-scale renewable energy and/or public urban transport. The EEEF TA Facility aims to bridge the gap between sustainable energy plans and real investments through supporting all activities necessary to prepare investments into sustainable energy projects.

To help the TA beneficiaries even more as well as to insure a higher project implementation rate, EEEF goes one step further and provides TA support by way of consultant services. This means that EEEF selects appropriate experts with the required knowhow and expertise via a tender process (completed entirely by the EEEF) and assigns them to the relevant investment programmes. The TA beneficiaries can use the consultant services to carry out for example feasibility studies, energy audits and evaluate the economic viability of their investments. Legal support for the investment programmes on the other hand, will be mandated by the TA beneficiary directly, while costs to be covered by the EEEF.

The EEEF TA Facility builds on the experience gained from its predecessor facility and is managed by Deutsche Bank AG, the EEEF TA Manager.

The EEEF TA Facility has received funding from the ELENA facility under the Horizon 2020 Programme of the European Union.

The first call for proposal of the EEEF TA Facility was successfully closed on 01 March 2017. The recently launched facility attracted interest among various public authorities seeking for support to develop their sustainable project plans. In addition to numerous early-stage TA enquiries, EEEF received 6 TA applications from public authorities. So far the City of Gijón and the Province of Ferrara (via SIPRO) have been selected.

Going forward EEEF is open (no deadline) for TA project proposals on a first-come-first-serve basis, subject to availability of funds and the Fund’s appetite for proposed sector/technology etc. 

HOW TO APPLY AS TA BENEFICIARY

How to apply as TA beneficiary

The main criteria TA application is summarised below:

Eligible applicants: Regions, City Councils, Universities, public hospitals and other public entities located in the Member States of the European Union

Sectors covered: energy efficiency, small-scale renewable energy and/or public urban transport

TA activities supported: feasibility studies, energy audits, evaluation of the economic viability of the investments and legal support

Support format: EEEF is supporting the TA beneficiary by way of allocating consultant services to the planned investment programmes (for example for feasibility studies, energy audits and evaluating the economic viability of investments). It also covers direct staff costs of the TA beneficiaries and external legal service costs required.  Should the investment programme not to be financed by EEEF, the reimbursement of services previously paid by EEEF is mandatory. 

Project investment volume: €5m - €25m

Leverage factor for Technical Assistance: >20

EEEF TA Manager: Deutsche Bank AG, Deutsche Asset Management, Ms Zarpana Signor (zarpana.signor@db.com)

How to apply: applicants are asked to provide their proposals by following the application format - which can be found in the TA download section below - as a basis for their application and send fully-fledged proposals to the following email address: technical_assistance@eeef.eu

Submission deadline for proposals: no deadline, open on a first-come-first-serve basis, subject to availability of funds and the Fund’s appetite for proposed sector/technology etc.

Evaluation and selection criteria: the general conditions for awarding TA support can be found in the table below, mainly four criteria to be applied to the proposals:

Criteria Max points
1. Investment Programme
  • Realisation potential of proposed project / technology / sector clearly presented
  • Project size (volume of funding required)
  • Indicative impact and savings potential
  • Intended procurement procedure and capacity to procure ESCO contract
35
2. TA required for the Investment Programme
  • TA requirements clearly outlined
  • Amount of TA funding requested and leverage factor
  • Implementation timeline TA (GANTT chart)
  • Awareness of potential implementation pitfalls
30
3. Commitment to implement the Investment Programme
  • At least one person is committed from the public authority to work on the project
  • Implementation timeline proposal is realistic
  • Modus operandi with advisory team is clearly presented
20
4. Proposal clarity
  • Concept and methodology
  • Quality of TA application
15
Total points 100

 

Awarding process: The TA beneficiary will be informed by the eeef team in writing within 20 days after submission. In the event of TA support awarded by eeef, a TA contract (standard example provided at the TA download section of the website) detailing the EEEF support and conditions will be sent to the potential TA beneficiary to formalise the obligations of the parties. It is envisaged to sign the TA contract with the TA beneficiary 15 days after the awarding notice was sent to the TA beneficiary.

Investment programme realisation: After awarding the TA support to the winning applicant/s and signing the TA contracts, each TA beneficiary has to complete the agreed TA work scope within a two year timeframe, including selecting the company/companies to carry out the investment programme’s implementation works. This assumes that the TA beneficiary is required to publish a tender for the project implementation works within this time.

Information for consultants

Information for consultants to provide consultant services to TA beneficiaries

EEEF as TA contractor is searching for consultants to provide legal, technical and financial advice to TA beneficiaries (public authorities) to support and accelerate the preparation of the investment programmes in the area of energy efficiency, renewable energy production or public transportation. The consultants are expected to work with 2-3 beneficiaries in parallel according to the working programmes to be agreed with EEEF and beneficiary in advance.

This application process is now closed. With a total of five consultants shortlisted, Soningeo Energy has been selected for the City of Gijón (Spain) project and Agenzia per l’Energia e lo Sviluppo Sostenibile (AESS) for the Ferrara Province (Italy) project. Futher will follow depending on the need and specifications of the TA investment programmes going forward.

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