Teadus- ja arendusteenus "Energiatõhususe arvutuste ja hoonete olelusringi hindamise töögrupi juhtimine projektis Concerted Action EPBD 6" tellimine ja vastutava isiku nimetamine - Majandus- ja Kommunikatsiooniministeerium

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ASUTUSESISESEKS KASUTAMISEKS Märge tehtud: 23.03.2023 Kehtib kuni: 22.03.2028 Alus: AvTS § 35 lg 1 p 17 Teabevaldaja: Haridus- ja Teadusministeerium Teie: 3.03.2023 Majandus- ja Kommunikatsiooniministeerium Meie: 23.03.2023 nr 10- 1.1/23/1082-2 Teadus- ja arendusteenuse erandi hinnang Austatud Külliki Tafel-Viia Majandus- ja Kommunikatsiooniministeerium on oma 3. märtsi 2023. a e-kirjas palunud Haridus- ja Teadusministeeriumil hinnata, kas tellitava teenuse „Hoonete energiatõhususe ja hoone olelusringi alane teadus-arendustöö“ puhul on tegemist teadus- ja arendustegevusega ning on õigustatud riigihangete seaduse § 11 lõike 1 punktis 19 sätestatud teadus- ja arendusteenuse erandi kohaldamine. Haridus- ja Teadusministeerium analüüsis Majandus- ja Kommunikatsiooniministeeriumi poolt esitatud teenuse lähteülesannet ja eeltäidetud kontroll-lehte ning esitab käesolevas kirjas hinnangu teadus- ja arendusteenuse erandi kohaldamise kohta. Tellitava teenuse eesmärk on välja töötada hoonete energiatõhususe hindamise arvutusmetoodikad, mis võimaldaksid objektiivsel viisil hinnata Euroopa Liidu (EL) hoonete energiatõhususe direktiivi uustöötluses nõutud primaarenergia- ja taastuvenergiaindikaatoreid. Teenuse tulemusena valmivad ettepanekud hoonete energiatõhususe arvutusmetoodikate kohta, mis on Euroopa Liidu liikmesriikidele ja Norrale sisendiks hoonete energiatõhususe direktiivi uustöötluse ülevõtmisel ja selle rakendamisel. Tellitav teenus vastab teadus- ja arendustegevuse määratlusele. Teenusega luuakse uut teadmist ning töötatakse välja uued hoonete energiatõhususe ja hoonete olelusringiga seotud arvutusmeetodid. Teenus on loominguline, kuna töö teostaja saab valida nii standardeid, millest hoonete energiatõhususe hindamisel lähtuda, kui ka võimalikke arvutusmeetodeid. Töö tulemused ei ole ette teada, sealjuures on direktiivi rakendamiseks võimalik kasutada riigiti erinevaid lähenemisi, kuna riikide vahel võivad erineda nõuded ja meetmed. Seega ei ole ette teada, millised on võimalikud ja parimad arvutusmeetodid, mida uurimistöö raames välja töötatakse. Samuti ei ole ette teada, kas ühtse arvutusmetoodika väljatöötamine on võimalik. Teenus on süstemaatiline ning ülekantav ja korratav. Teenuse tulemused dokumenteeritakse viisil, et loodud arvutusmetoodikaid oleks võimalik Euroopa Liidu liikmesriikide poolt kasutada. Teenusest saadav kasu on laiem kui üksnes hankija enda tegevuse läbiviimiseks. Tellitav teenus on Euroopa Liidu keskkonna- ja kliimameetmete programmi LIFE projekti „6th Concerted Action supporting Member States and participating countries in implementing the Energy Munga 18/ 50088 Tartu/ 735 0222/ [email protected]/ www.hm.ee/ Registrikood 70000740 Performance of Buildings Directive“ osa, teenusest saavad kasu kõik projektis osalevad riigid (Euroopa Liidu liikmesriigid ja Norra). Teenuse tulemused on sisendiks EL hoonete energiatõhususe direktiivi uustöötluse ülevõtmisel ja selle rakendamisel. Arvutusmetoodikad ja teenuse tulemusena valmivad raportid tehakse kõikidele projektis osalevatele partneritele avalikult kättesaadavaks. Teenuse kasusaajaks on ka ehitussektor, kuna energiatõhususe arvutusmeetodid on vajalikud hoonete projekteerimisel ja ehitamisel. Haridus- ja Teadusministeeriumi hinnangul on tellitava teenuse „Hoonete energiatõhususe ja hoone olelusringi alane teadus-arendustöö“ puhul õigustatud riigihangete seaduse § 11 lõike 1 punktis 19 sätestatud teadus- ja arendusteenuse kohaldamine. Tellitav teenus vastab CPV koodile: 73000000-2 (uurimis- ja arendusteenused ja seonduvad nõustamisteenused). Lugupidamisega (allkirjastatud digitaalselt) Katrin Pihor teadus- ja arendustegevuse poliitika osakonna juhataja Lisa: TA erand_kontroll-leht Kairi Värv 735 4048 [email protected] 2 (2) LISA 1 Teadus- ja arendustegevuse erandi kohaldamine teenuste tellimisel KONTROLL-LEHT I Info tellitava teenuse kohta Tellitava teenuse Hoonete energiatõhususe ja hoone olelusringi alane teadus- nimetus arendustöö (Euroopa Liidu keskkonna- ja kliimameetmete programmi LIFE projekti „6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive“ raames). Projekti keskmes on hoonete energiatõhusus ja hoonesektori süsinikuheite vähendamine lõppeesmärgiga saavutada Euroopa Liidus heitevaba hoonefond 2050. Projekti kestvus on 5 aastat. Teenuse tellija Majandus- ja Kommunikatsiooniministeerium Teenuse eeldatav 140 500 EUR (sisaldab käibemaksu) maksumus Teenuse lühikirjeldus Käesolev teadus-arendustöö tegeleb hoonete energiatõhususe hindamise (eesmärk, oodatavad arvutusmetoodika väljatöötamisega. Teostatakse ELi riikides tulemused, peamised kasutatavate arvutusmeetodite analüüs ja arendatakse tegevused) arvutusmetoodikaid, mis peavad võimaldama arvutada objektiivsel viisil EL hoonete energiatõhususe direktiivi (edaspidi direktiiv) uustöötluses nõutud primaarenergia- ja taastuvenergiaindikaatoreid mh nullheitega hoonetele. Töö käsitleb süsteemipiiride määratlusi, staatiliste ja dünaamiliste primaarenergiategurite raamistikke ning dünaamilise energiasimulatsiooni rakendusi. Teadus-arendustöö käigus toestatakse kulutõhususe, kuluoptimaalsuse ja olelusringi arvutusi ning hinnatakse nende mõju direktiivi uustöötlusele. Kuigi direktiiv kohaldub kõikidele ELi riikidele, siis liikmesriigiti võidakse sama direktiivi põhimõtte rakendamiseks kasutada oluliselt erinevaid lähenemisviise, nendest tulenevaid rahvuslikke nõudeid, meetmeid ja arvutusmeetodeid. Parimaid tulemusi andvad meetodid ja meetmed ei ole ette teada ning need selguvad töö käigus. Antud teadus-arendustöö tulemusena valmivad hoonete energiatõhususe arvutusmetoodika ettepanekud, mis on projekti partneritele (EL liikmesriigid + Norra) sisendiks EL hoonete energiatõhususe direktiivi uustöötluse ülevõtmisel ja selle rakendamisel. Lisaks valmivad töö tulemusena raportid, mis on avalikud kõikidele projektis osalevatele partneritele. Käesolev teadus-arendustöö toob kasu kõikidele projektis osalevatele partneritele. II Tellitava teenuse liigitamine T&A teenuse alla Nr Kriteerium Vastavus Selgitus/põhjendus (lisada selgitus, kuidas on kriteeriumile tellitava teenuse puhul antud kriteerium täidetud) jah/ei 1 T&A teenuse vastavus JAH Antud teadus-arendustöö tegeleb hoonete T&A tegevuse energiatõhususe ja hoonete olelusringiga seotud definitsioonile, sh arvutusmeetodite väljatöötamise ja rakendamisega. teenus on uuenduslik Kuna antud teadus-arendustöö eeldab uute (innovatiivne) ja arvutusmeetodite välja töötamist ja on sisendiks ettemääramatu direktiivi uustöötluse rakendamisele tulemusega liikmesriikides, siis on antud töö uuenduslik. Kuna direktiivi rakendamiseks on riigiti võimalik kasutada erinevaid lähenemisviise, nendest tulenevaid rahvuslikke nõudeid, meetmeid ja arvutusmeetodeid, siis on antud töö ja selle lahendus ettemääramatu. Parimaid tulemusi andvad meetodid ja meetmed ei ole ette teada ning need selguvad alles töö käigus. Antud töö on loominguline, kuna antud töö täitja saab ise välja pakkuda erinevaid lähenemisi, kuidas arvutusmetoodikat võiks uuendada ning milliste standardite järgi hoonete energiatõhususe hindamisel lähtuda. Kuna uue direktiivi ülevõtmise ja rakendamise kohustus lasub kõikidel ELi liikmesriikidel, on antud teadus-arendustöö tulemused ka ülekantavad. Teadus-arendustöö käigus analüüsitakse ja hinnatakse erinevaid rahvuslikke nõudeid, meetmeid ja arvutusmeetodeid ning nende struktureeritud analüüsimise tulemusena jõutakse sobiva arvutusmeetodini. Sellest lähtuvalt on antud teadus-arendustöö süstemaatiline. 2 T&A teenused ei ole JAH Töö tulemusest saadavat uut teadmist ja tulemusi pärast uuringute kasutatakse Eesti avaliku sektori tegevuste läbiviimist hankija ja kavandamiseks hoonete energiatõhususe pakkuja vahelise valdkonnas ja hoonete energiatõhusust puudutava hankelepingu alusel õigusloome arendamisel seoses hoonete turustatavad energiatõhususe direktiivi uustöötluse ülevõtmisega, mistõttu puudub turustamise eesmärk. CPV kood (märgi sobiv): 73000000-2 Uurimis- ja arendusteenused ja seonduvad nõustamisteenused. KOKKUVÕTE Tellitav teenus vastab teadus- ja arendustegevuse määratlusele ning viiele põhialusele. Teenus ei ole hankelepingu alusel turustatav. III T&A erandi rakendamise aluse määratlemine Nr Kriteerium Vastavus kriteeriumile Selgitus/põhjendus (lisada selgitus, jah/ei kuidas on tellitava teenuse puhul antud kriteerium täidetud) 1 T&A teenuste JAH Lisaks Eestile (MKM-ile) saavad teadus- lepingust tulenev arendustööst kasu kõik teised projektis kasu on laiem kui osalevad partnerid (ehk ELi liikmesriigid üksnes hankija + Norra). enda tegevuse Antud teadus-arendustöö tulemusena läbiviimiseks valmivad hoonete energiatõhususe arvutusmetoodika ettepanekud, mis on kõikidele liikmesriikide esindajatele sisendiks EL direktiivi uustöötluse ülevõtmisel ja selle rakendamisel. Direktiivi uustöötluse ülevõtmise ja rakendamise kohustus lasub kõikidel ELi liikmesriikidel. Teadus-arendustöö tulemusena välja töötatavate arvutusmeetoditega võimaldatakse liikmesriikidele pakkuda võimalikud parimad arvutusmeetodid, et direktiivi nõudeid rakendada. Lisaks arvutusmeetodite ettepanekutele valmivad töö tulemusena raportid, mis on avalikud kõikidele projektis osalevatele partneritele. Kasu saab ka ehitussektor: energiatõhususe arvutusmeetod on vajalik ehitussektori osapooltele, kuna hoonete projekteerimisel ja ehitamisel tuleb järgida hoone energiatõhususe miinimumnõudeid ja selle tõendamiseks teostada energiatõhususe arvutusi. 2 T&A teenuste eest EI Projekti rahastab MKM Euroopa Kliima- tasutav tasu on , Infrastruktuuri- ja Keskkonnaagentuur hankijal jagatud (CINEA) Life programmi kaudu. teiste partneritega Arendus-teadustöö teostaja kannab vastutust tööga seotud riskidest. KOKKUVÕTE Teenus vastab teadus- ja arendusteenuse erandi rakendamise alusele, kuna teenusest saadav kasu on laiem kui üksnes hankija enda tegevuse läbiviimiseks. IV Kokkuvõttev hinnang teenusele teadus- ja arendustegevuse erandi kohaldamiseks Haridus- ja Teadusministeeriumi hinnangul vastab tellitav teenus „Hoonete energiatõhususe ja hoone olelusringi alane teadus-arendustöö“ teadus- ja arendustegevuse määratlusele. Teenuse eesmärk on töötada välja uued hoonete energiatõhususe hindamise ja hoonete olelusringiga seotud arvutusmeetodid, seega luuakse teenusega uut teadmist. Tellitav teenus on loominguline, süstemaatiline, ettemääramatu tulemusega ning ülekantav ja/või korratav. Teenusest saadav kasu on laiem kui üksnes hankija enda tegevuse läbiviimiseks. Välja töötatud metoodikat saavad rakendada kõik projekti „6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive“ partnerid. Ühtlasi on projekti tulemused rakendatavad ka ehitussektori poolt. Tellitava teenuse puhul on õigustatud riigihangete seaduse § 11 lõike 1 punktis 19 sätestatud teadus- ja arendusteenuse kohaldamine. Tellitav teenus vastab CPV koodile: 73000000-2 (uurimis- ja arendusteenused ja seonduvad nõustamisteenused). Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 EUROPEAN CLIMATE, INFRASTRUCTURE AND ENVIRONMENT EXECUTIVE AGENCY (CINEA) CINEA.D – Natural resources, climate, sustainable blue economy and clean energy D.1 – LIFE Energy + LIFE Climate GRANT AGREEMENT Project 101102078 — LIFE21-CET-CA-CAEPBD6 PREAMBLE This Agreement (‘the Agreement’) is between the following parties: on the one part, the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and on the other part, 1. ‘the coordinator’: ENERGISTYRELSEN (DEA), PIC 994605603, established in CARSTEN NIEBUHRS GADE 43, KOBENHAVN V 1577, Denmark, and the following other beneficiaries, if they sign their ‘accession form’ (see Annex 3 and Article 40): 2. OSTERREICHISCHES INSTITUT FUR BAUTECHNIK (OIB), PIC 933310333, established in SCHENKENSTRASSE 4, WIEN 1010, Austria, 3. CENTRE SCIENTIFIQUE ET TECHNIQUE DE LA CONSTRUCTION (CSTC), PIC 999432129, established in Rue du Lombard 42, BRUXELLES 1000, Belgium, 4. SUSTAINABLE ENERGY DEVELOPMENT AGENCY (SEDA), PIC 939008695, established in 37 EKZARH JOSSIF STR., SOFIA 1000, Bulgaria, 5. MINISTRY OF ENERGY, COMMERCE AND INDUSTRY (MECI), PIC 938650086, established in 6, Andreas Araouzos str., Nicosia 1076, Cyprus, 6. MINISTRY OF INDUSTRY AND TRADE (MIT), PIC 999810332, established in Na Frantisku, 32, PRAHA 11015, Czechia, 7. BUNDESAMT FUR WIRTSCHAFT UND AUSFUHRKONTROLLE (BAFA), PIC 909836430, established in FRANKFURTERSTRASSE 29-35, ESCHBORN 65760, Germany, 8. MAJANDUS JA KOMMUNIKATSIOONIMINISTEERIUM (MEC), PIC 963638450, established in SUUR-AMEERIKA 1, TALLINN 10122, Estonia, 1 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 9. CENTRE FOR RENEWABLE ENERGY SOURCES AND SAVING FONDATION (CRES), PIC 999646014, established in MARATHONOS 19TH KM, PIKERMI 19009, Greece, 10. INSTITUTO PARA LA DIVERSIFICACION Y AHORRO DE LA ENERGIA (IDAE), PIC 994622093, established in CALLE MADERA 8, MADRID 28004, Spain, 11. MOTIVA OY (MOTIVA), PIC 950479042, established in POHJOINEN RAUTATIEKATU 25, HELSINKI 00100, Finland, 12. MINISTERE DE LA TRANSITION ECOLOGIQUE (MTE), PIC 996384874, established in Grande Arche - Tour Sequoia, Paris - La Défense 92055, France, 13. MINISTARSTVO PROSTORNOGA UREDENJA, GRADITELJSTVA I DRZAVNE IMOVINE (MPGI), PIC 953590123, established in REPUBLIKE AUSTRIJE 20, ZAGREB 10000, Croatia, 14. EMI EPITESUGYI MINOSEGELLENORZO INNOVACIOS NONPROFIT KFT (EMI), PIC 998707636, established in DOZSA GYORGY ST 26, SZENTENDRE 2000, Hungary, 15. THE SUSTAINABLE ENERGY AUTHORITY OF IRELAND (SEAI), PIC 997611148, established in WILTON PLACE WILTON PARK HOUSE, DUBLIN 2, Ireland, 16. AGENZIA NAZIONALE PER LE NUOVE TECNOLOGIE, L'ENERGIA E LO SVILUPPO ECONOMICO SOSTENIBILE (ENEA), PIC 999988521, established in LUNGOTEVERE GRANDE AMMIRAGLIO THAON DI REVEL 76, ROMA 00196, Italy, 17. LIETUVOS RESPUBLIKOS APLINKOS MINISTERIJA (LRAM), PIC 950938240, established in A. JAKSTO 4/9, VILNIUS LT-01105, Lithuania, 18. MINISTERE DE L'ENERGIE ET DE L'AMENAGEMENT DU TERRITOIRE (MEAT), PIC 898634676, established in 4 PLACE DE L'EUROPE, LUXEMBOURG 1499, Luxembourg, 19. EKONOMIKAS MINISTRIJA (EM), PIC 928511355, established in BRIVIBAS IELA 55, RIGA LV 1519, Latvia, 20. MINISTRY FOR TRANSPORT, INFRASTRUCTURE AND CAPITAL PROJECTS (MTIC), PIC 950554023, established in TRIQ FRANCESCO BUONAMICI, Floriana FRN 1700, Malta, 21. MINISTERIE VAN ECONOMISCHE ZAKEN EN KLIMAAT (RVO), PIC 972778178, established in BEZUIDENHOUTSEWEG 73, The Hague 2595 AC, Netherlands, 22. INSTYTUT TECHNIKI BUDOWLANEJ (ITB), PIC 955708409, established in UL FILTROWA 1, WARSAW 00 611, Poland, 23. ADENE - AGENCIA PARA A ENERGIA (ADENE), PIC 950873638, established in AVENIDA 5 DE OUTUBRO 208, LISBOA 1050 065, Portugal, 24. MINISTERUL DEZVOLTARII, LUCRARILOR PUBLICE SI ADMINISTRATIEI (MLPDA), PIC 950502225, established in BDL LIBERTATII 16 BL LATURA NORD, BUCURESTI 010873, Romania, 2 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 25. BOVERKET (BOVERKET), PIC 933308587, established in DROTTNINGGATAN 18, KARLSKRONA 37123, Sweden, 26. TECHNICKY A SKUSOBNY USTAV STAVEBNY n.o. (TSUS), PIC 957873934, established in STUDENA 3, BRATISLAVA 821 04, Slovakia, 27. MINISTRSTVO ZA INFRASTRUKTURO (MZI), PIC 952242696, established in LANGUSOVA ULICA 4, LJUBLJANA 1000, Slovenia, Unless otherwise specified, references to ‘beneficiary’ or ‘beneficiaries’ include the coordinator and affiliated entities (if any). If only one beneficiary signs the grant agreement (‘mono-beneficiary grant’), all provisions referring to the ‘coordinator’ or the ‘beneficiaries’ will be considered — mutatis mutandis — as referring to the beneficiary. The parties referred to above have agreed to enter into the Agreement. By signing the Agreement and the accession forms, the beneficiaries accept the grant and agree to implement the action under their own responsibility and in accordance with the Agreement, with all the obligations and terms and conditions it sets out. The Agreement is composed of: Preamble Terms and Conditions (including Data Sheet) Annex 1 Description of the action1 Annex 2 Estimated budget for the action Annex 2a Additional information on unit costs and contributions (if applicable) Annex 3 Accession forms (if applicable)2 Annex 3a Declaration on joint and several liability of affiliated entities (if applicable)3 Annex 4 Model for the financial statements Annex 5 Specific rules (if applicable) 1 Template published on Portal Reference Documents. 2 Template published on Portal Reference Documents. 3 Template published on Portal Reference Documents. 3 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 TERMS AND CONDITIONS TABLE OF CONTENTS GRANT AGREEMENT.................................................................................................................................................... 1 PREAMBLE........................................................................................................................................................................1 TERMS AND CONDITIONS...........................................................................................................................................4 DATASHEET...................................................................................................................................................................... 9 CHAPTER 1 GENERAL..............................................................................................................................................16 ARTICLE 1 — SUBJECT OF THE AGREEMENT ..................................................................................... 16 ARTICLE 2 — DEFINITIONS........................................................................................................................16 CHAPTER 2 ACTION................................................................................................................................................. 17 ARTICLE 3 — ACTION................................................................................................................................. 17 ARTICLE 4 — DURATION AND STARTING DATE...................................................................................17 CHAPTER 3 GRANT...................................................................................................................................................17 ARTICLE 5 — GRANT...................................................................................................................................17 5.1 Form of grant......................................................................................................................................17 5.2 Maximum grant amount..................................................................................................................... 18 5.3 Funding rate........................................................................................................................................18 5.4 Estimated budget, budget categories and forms of funding.............................................................. 18 5.5 Budget flexibility................................................................................................................................18 ARTICLE 6 — ELIGIBLE AND INELIGIBLE COSTS AND CONTRIBUTIONS......................................19 6.1 General eligibility conditions............................................................................................................. 19 6.2 Specific eligibility conditions for each budget category................................................................... 20 6.3 Ineligible costs and contributions...................................................................................................... 25 6.4 Consequences of non-compliance...................................................................................................... 26 CHAPTER 4 GRANT IMPLEMENTATION............................................................................................................ 26 SECTION 1 CONSORTIUM: BENEFICIARIES, AFFILIATED ENTITIES AND OTHER PARTICIPANTS........................................................................................................................................ 26 ARTICLE 7 — BENEFICIARIES................................................................................................................... 26 ARTICLE 8 — AFFILIATED ENTITIES....................................................................................................... 28 ARTICLE 9 — OTHER PARTICIPANTS INVOLVED IN THE ACTION................................................... 29 9.1 Associated partners.............................................................................................................................29 9.2 Third parties giving in-kind contributions to the action.................................................................... 29 9.3 Subcontractors.....................................................................................................................................29 4 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 9.4 Recipients of financial support to third parties..................................................................................29 ARTICLE 10 — PARTICIPANTS WITH SPECIAL STATUS....................................................................... 30 10.1 Non-EU participants......................................................................................................................... 30 10.2 Participants which are international organisations...........................................................................30 10.3 Pillar-assessed participants............................................................................................................... 31 SECTION 2 RULES FOR CARRYING OUT THE ACTION...........................................................................33 ARTICLE 11 — PROPER IMPLEMENTATION OF THE ACTION............................................................ 33 11.1 Obligation to properly implement the action................................................................................... 33 11.2 Consequences of non-compliance.................................................................................................... 33 ARTICLE 12 — CONFLICT OF INTERESTS.............................................................................................. 33 12.1 Conflict of interests.......................................................................................................................... 33 12.2 Consequences of non-compliance.................................................................................................... 34 ARTICLE 13 — CONFIDENTIALITY AND SECURITY............................................................................ 34 13.1 Sensitive information........................................................................................................................34 13.2 Classified information...................................................................................................................... 34 13.3 Consequences of non-compliance.................................................................................................... 35 ARTICLE 14 — ETHICS AND VALUES...................................................................................................... 35 14.1 Ethics.................................................................................................................................................35 14.2 Values................................................................................................................................................ 35 14.3 Consequences of non-compliance.................................................................................................... 35 ARTICLE 15 — DATA PROTECTION.......................................................................................................... 35 15.1 Data processing by the granting authority....................................................................................... 35 15.2 Data processing by the beneficiaries............................................................................................... 36 15.3 Consequences of non-compliance.................................................................................................... 36 ARTICLE 16 — INTELLECTUAL PROPERTY RIGHTS (IPR) — BACKGROUND AND RESULTS — ACCESS RIGHTS AND RIGHTS OF USE................................................................................ 36 16.1 Background and access rights to background..................................................................................37 16.2 Ownership of results.........................................................................................................................37 16.3 Rights of use of the granting authority on materials, documents and information received for policy, information, communication, dissemination and publicity purposes...................................37 16.4 Specific rules on IPR, results and background................................................................................ 38 16.5 Consequences of non-compliance.................................................................................................... 38 ARTICLE 17 — COMMUNICATION, DISSEMINATION AND VISIBILITY............................................ 38 17.1 Communication — Dissemination — Promoting the action........................................................... 38 17.2 Visibility — European flag and funding statement......................................................................... 38 17.3 Quality of information — Disclaimer..............................................................................................39 5 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 17.4 Specific communication, dissemination and visibility rules............................................................39 17.5 Consequences of non-compliance.................................................................................................... 40 ARTICLE 18 — SPECIFIC RULES FOR CARRYING OUT THE ACTION............................................... 40 18.1 Specific rules for carrying out the action........................................................................................ 40 18.2 Consequences of non-compliance.................................................................................................... 40 SECTION 3 GRANT ADMINISTRATION......................................................................................................... 40 ARTICLE 19 — GENERAL INFORMATION OBLIGATIONS.................................................................... 40 19.1 Information requests......................................................................................................................... 40 19.2 Participant Register data updates..................................................................................................... 40 19.3 Information about events and circumstances which impact the action............................................40 19.4 Consequences of non-compliance.................................................................................................... 41 ARTICLE 20 — RECORD-KEEPING............................................................................................................ 41 20.1 Keeping records and supporting documents.................................................................................... 41 20.2 Consequences of non-compliance.................................................................................................... 42 ARTICLE 21 — REPORTING........................................................................................................................ 42 21.1 Continuous reporting........................................................................................................................ 42 21.2 Periodic reporting: Technical reports and financial statements....................................................... 42 21.3 Currency for financial statements and conversion into euros..........................................................43 21.4 Reporting language...........................................................................................................................44 21.5 Consequences of non-compliance.................................................................................................... 44 ARTICLE 22 — PAYMENTS AND RECOVERIES — CALCULATION OF AMOUNTS DUE................. 44 22.1 Payments and payment arrangements.............................................................................................. 44 22.2 Recoveries.........................................................................................................................................44 22.3 Amounts due.....................................................................................................................................45 22.4 Enforced recovery.............................................................................................................................49 22.5 Consequences of non-compliance.................................................................................................... 50 ARTICLE 23 — GUARANTEES....................................................................................................................51 23.1 Prefinancing guarantee..................................................................................................................... 51 23.2 Consequences of non-compliance.................................................................................................... 51 ARTICLE 24 — CERTIFICATES................................................................................................................... 51 24.1 Operational verification report (OVR).............................................................................................51 24.2 Certificate on the financial statements (CFS).................................................................................. 51 24.3 Certificate on the compliance of usual cost accounting practices (CoMUC).................................. 52 24.4 Systems and process audit (SPA).....................................................................................................52 24.5 Consequences of non-compliance.................................................................................................... 52 6 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 ARTICLE 25 — CHECKS, REVIEWS, AUDITS AND INVESTIGATIONS — EXTENSION OF FINDINGS..................................................................................................................................... 52 25.1 Granting authority checks, reviews and audits................................................................................ 52 25.2 European Commission checks, reviews and audits in grants of other granting authorities..............54 25.3 Access to records for assessing simplified forms of funding.......................................................... 54 25.4 OLAF, EPPO and ECA audits and investigations........................................................................... 54 25.5 Consequences of checks, reviews, audits and investigations — Extension of results of reviews, audits or investigations.................................................................................................................... 55 25.6 Consequences of non-compliance.................................................................................................... 56 ARTICLE 26 — IMPACT EVALUATIONS................................................................................................... 56 26.1 Impact evaluation............................................................................................................................. 56 26.2 Consequences of non-compliance.................................................................................................... 56 CHAPTER 5 CONSEQUENCES OF NON-COMPLIANCE.................................................................................. 56 SECTION 1 REJECTIONS AND GRANT REDUCTION.................................................................................57 ARTICLE 27 — REJECTION OF COSTS AND CONTRIBUTIONS...........................................................57 27.1 Conditions......................................................................................................................................... 57 27.2 Procedure.......................................................................................................................................... 57 27.3 Effects............................................................................................................................................... 57 ARTICLE 28 — GRANT REDUCTION........................................................................................................ 57 28.1 Conditions......................................................................................................................................... 57 28.2 Procedure.......................................................................................................................................... 58 28.3 Effects............................................................................................................................................... 58 SECTION 2 SUSPENSION AND TERMINATION............................................................................................58 ARTICLE 29 — PAYMENT DEADLINE SUSPENSION............................................................................. 58 29.1 Conditions......................................................................................................................................... 58 29.2 Procedure.......................................................................................................................................... 58 ARTICLE 30 — PAYMENT SUSPENSION...................................................................................................59 30.1 Conditions......................................................................................................................................... 59 30.2 Procedure.......................................................................................................................................... 59 ARTICLE 31 — GRANT AGREEMENT SUSPENSION..............................................................................60 31.1 Consortium-requested GA suspension............................................................................................. 60 31.2 EU-initiated GA suspension.............................................................................................................60 ARTICLE 32 — GRANT AGREEMENT OR BENEFICIARY TERMINATION......................................... 61 32.1 Consortium-requested GA termination............................................................................................ 61 32.2 Consortium-requested beneficiary termination................................................................................ 62 32.3 EU-initiated GA or beneficiary termination.................................................................................... 64 7 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 SECTION 3 OTHER CONSEQUENCES: DAMAGES AND ADMINISTRATIVE SANCTIONS............... 67 ARTICLE 33 — DAMAGES...........................................................................................................................67 33.1 Liability of the granting authority....................................................................................................67 33.2 Liability of the beneficiaries............................................................................................................ 67 ARTICLE 34 — ADMINISTRATIVE SANCTIONS AND OTHER MEASURES....................................... 67 SECTION 4 FORCE MAJEURE.......................................................................................................................... 68 ARTICLE 35 — FORCE MAJEURE.............................................................................................................. 68 CHAPTER 6 FINAL PROVISIONS...........................................................................................................................68 ARTICLE 36 — COMMUNICATION BETWEEN THE PARTIES...............................................................68 36.1 Forms and means of communication — Electronic management................................................... 68 36.2 Date of communication.................................................................................................................... 68 36.3 Addresses for communication.......................................................................................................... 69 ARTICLE 37 — INTERPRETATION OF THE AGREEMENT.....................................................................69 ARTICLE 38 — CALCULATION OF PERIODS AND DEADLINES..........................................................69 ARTICLE 39 — AMENDMENTS.................................................................................................................. 69 39.1 Conditions......................................................................................................................................... 69 39.2 Procedure.......................................................................................................................................... 70 ARTICLE 40 — ACCESSION AND ADDITION OF NEW BENEFICIARIES........................................... 70 40.1 Accession of the beneficiaries mentioned in the Preamble............................................................. 70 40.2 Addition of new beneficiaries.......................................................................................................... 70 ARTICLE 41 — TRANSFER OF THE AGREEMENT................................................................................. 71 ARTICLE 42 — ASSIGNMENTS OF CLAIMS FOR PAYMENT AGAINST THE GRANTING AUTHORITY.................................................................................................................................71 ARTICLE 43 — APPLICABLE LAW AND SETTLEMENT OF DISPUTES.............................................. 71 43.1 Applicable law..................................................................................................................................71 43.2 Dispute settlement............................................................................................................................ 71 ARTICLE 44 — ENTRY INTO FORCE.........................................................................................................72 8 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 DATA SHEET 1. General data Project summary: Project summary The overall objective of the Concerted Action EPBD is to foster exchange of information and experience among Member States and other associated countries (Norway) with regards to the implementation of the specific European Union legislation and policy on the energy performance of buildings, and in particular with regards to the transposition and implementation of the EPBD (DIRECTIVE 2018/844/EU) and the on-going revision of this directive. The specific objectives of the CA are to: 1. Enhance and structure sharing of information and experience from national implementation and promote good practice in activities of Member States for implementation of the Energy Performance of Buildings Directive (EPBD). 2. Create favourable conditions for faster convergence of national procedures on EPBD-related matters. 3. Develop a direct collaboration with the other two buildings-related Concerted Actions that were established within the IEE programme: the CA-RES, focussing on transposition and implementation of the Renewable Energy Systems Directive (DIRECTIVE 2018/2001/EU); and the CA-EED, focusing on transposition and implementation of the Energy Efficiency Directive (DIRECTIVE 2018/2002/EU), where National Energy Plans are expexted o include initiatives towards building energy efficiency. 4. Supplement the work of the Article 26 Committee and establish a dialogue with the European Committee for Standardization (CEN) in their work and implementation of standards to support the implementation of the zero carbon and life cycle calculations. 5. Support for European Member States and Norway to use National Renovation Plans to support progress on the EPBD implementation and increased renovation activities. As with previous instalments of the Concerted Action, CAV_EPBD will strive to result in a more harmonized approach, improved implementation and actual application of the EPBD in all the countries involved, as well as helping to disseminate best practices between the countries. Keywords: not defined Project number: 101102078 Project name: 6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive Project acronym: LIFE21-CET-CA-CAEPBD6 Call: LIFE-CET-2021-CAEPBD6-IBA Topic: LIFE-CET-2021-CAEPBD6-IBA Type of action: LIFE Project Grants Granting authority: European Climate, Infrastructure and Environment Executive Agency Grant managed through EU Funding & Tenders Portal: Yes (eGrants) Project starting date: fixed date: 1 November 2022 Project end date: 31 October 2027 Project duration: 60 months Consortium agreement: Yes 2. Participants List of participants: Short Total eligible costs Max grant N° Role Legal name Ctry PIC name (BEN and AE) amount 1 COO DEA ENERGISTYRELSEN DK 994605603 2 397 083.55 2 277 229.00 2 BEN OIB OSTERREICHISCHES INSTITUT FUR BAUTECHNIK AT 933310333 325 986.20 309 686.00 3 BEN CSTC CENTRE SCIENTIFIQUE ET TECHNIQUE DE LA BE 999432129 253 632.80 240 951.00 CONSTRUCTION 4 BEN SEDA SUSTAINABLE ENERGY DEVELOPMENT AGENCY BG 939008695 38 711.53 36 775.00 9 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Short Total eligible costs Max grant N° Role Legal name Ctry PIC name (BEN and AE) amount 5 BEN MECI MINISTRY OF ENERGY, COMMERCE AND INDUSTRY CY 938650086 41 995.36 39 895.00 6 BEN MIT MINISTRY OF INDUSTRY AND TRADE CZ 999810332 38 691.20 36 756.00 7 BEN BAFA BUNDESAMT FUR WIRTSCHAFT UND DE 909836430 402 213.00 382 102.00 AUSFUHRKONTROLLE 8 BEN MEC MAJANDUS JA KOMMUNIKATSIOONIMINISTEERIUM EE 963638450 191 821.04 182 229.00 9 BEN CRES CENTRE FOR RENEWABLE ENERGY SOURCES AND EL 999646014 36 688.16 34 853.00 SAVING FONDATION 10 BEN IDAE INSTITUTO PARA LA DIVERSIFICACION Y AHORRO DE ES 994622093 49 665.12 47 181.00 LA ENERGIA 11 BEN MOTIVA MOTIVA OY FI 950479042 288 827.24 274 385.00 12 BEN MTE MINISTERE DE LA TRANSITION ECOLOGIQUE FR 996384874 54 689.84 51 955.00 13 BEN MPGI MINISTARSTVO PROSTORNOGA UREDENJA, HR 953590123 38 554.24 36 626.00 GRADITELJSTVA I DRZAVNE IMOVINE 14 BEN EMI EMI EPITESUGYI MINOSEGELLENORZO INNOVACIOS HU 998707636 39 797.58 37 807.00 NONPROFIT KFT 15 BEN SEAI THE SUSTAINABLE ENERGY AUTHORITY OF IRELAND IE 997611148 225 397.64 214 127.00 16 BEN ENEA AGENZIA NAZIONALE PER LE NUOVE TECNOLOGIE, IT 999988521 149 436.20 141 964.00 L'ENERGIA E LO SVILUPPO ECONOMICO SOSTENIBILE 17 BEN LRAM LIETUVOS RESPUBLIKOS APLINKOS MINISTERIJA LT 950938240 37 792.40 35 902.00 18 BEN MEAT MINISTERE DE L'ENERGIE ET DE L'AMENAGEMENT LU 898634676 46 360.96 44 042.00 DU TERRITOIRE 19 BEN EM EKONOMIKAS MINISTRIJA LV 928511355 38 691.20 36 756.00 20 BEN MTIC MINISTRY FOR TRANSPORT, INFRASTRUCTURE AND MT 950554023 51 087.15 48 532.00 CAPITAL PROJECTS 21 BEN RVO MINISTERIE VAN ECONOMISCHE ZAKEN EN KLIMAAT NL 972778178 113 762.40 108 074.00 22 BEN ITB INSTYTUT TECHNIKI BUDOWLANEJ PL 955708409 45 573.44 43 294.00 23 BEN ADENE ADENE - AGENCIA PARA A ENERGIA PT 950873638 176 648.44 167 816.00 24 BEN MLPDA MINISTERUL DEZVOLTARII, LUCRARILOR PUBLICE SI RO 950502225 24 610.00 23 379.00 ADMINISTRATIEI 25 BEN BOVERKETBOVERKET SE 933308587 66 879.28 63 535.00 26 BEN TSUS TECHNICKY A SKUSOBNY USTAV STAVEBNY n.o. SK 957873934 40 232.00 38 220.00 27 BEN MZI MINISTRSTVO ZA INFRASTRUKTURO SI 952242696 48 346.88 45 929.00 28 AP NVE NORGES VASSDRAGS- OG ENERGIDIREKTORAT NO 933343992 0.00 0.00 Total 5 263 174.85 5 000 000.00 Coordinator: – ENERGISTYRELSEN (DEA) 3. Grant Maximum grant amount, total estimated eligible costs and contributions and funding rate: Total eligible costs Funding rate Maximum grant amount Maximum grant amount (BEN and AE) (%) (Annex 2) (award decision) 5 263 174.85 95 5 000 000.00 5 000 000.00 Grant form: Budget-based Grant mode: Action grant 10 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Budget categories/activity types: - A. Personnel costs - A.1 Employees, A.2 Natural persons under direct contract, A.3 Seconded persons - A.4 SME owners and natural person beneficiaries - A.5 Volunteers - B. Subcontracting costs - C. Purchase costs - C.1 Travel and subsistence - C.2 Equipment - C.3 Other goods, works and services - D. Other cost categories - D.1 Financial support to third parties - D.2 Land purchase - E. Indirect costs Cost eligibility options: - Standard supplementary payments - Limitation for subcontracting - Travel and subsistence: - Travel: Actual costs - Accommodation: Actual costs - Subsistence: Actual costs - Equipment: depreciation only - Costs for providing financial support to third parties (actual cost; max amount for each recipient: EUR 0.00) - Indirect cost flat-rate: 7% of the eligible direct costs (categories A-D, except volunteers costs and exempted specific cost categories, if any) - VAT: Yes - Other ineligible costs Budget flexibility: Yes (no flexibility cap) 4. Reporting, payments and recoveries 4.1 Continuous reporting (art 21) Deliverables: see Funding & Tenders Portal Continuous Reporting tool 4.2 Periodic reporting and payments Reporting and payment schedule (art 21, 22): 11 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Reporting Payments Deadline Reporting periods Type Deadline Type (time to pay) RP No Month from Month to 30 days from entry into force/ financial guarantee Initial prefinancing (if required) – whichever is the latest 1 1 30 Additional 60 days after end Additional 60 days from prefinancing report of reporting period prefinancing receiving additional prefinancing report/ financial guarantee (if required) – whichever is the latest 2 31 60 Periodic report 60 days after end Final payment 90 days from of reporting period receiving periodic report Prefinancing payments and guarantees: Prefinancing payment Prefinancing guarantee Guarantee Type Amount Division per participant amount Prefinancing 1 (initial) 1 500 000.00 n/a 1 - DEA n/a 2 - OIB n/a 3 - CSTC n/a 4 - SEDA n/a 5 - MECI n/a 6 - MIT n/a 7 - BAFA n/a 8 - MEC n/a 9 - CRES n/a 10 - IDAE n/a 11 - MOTIVA n/a 12 - MTE n/a 13 - MPGI n/a 14 - EMI n/a 15 - SEAI n/a 16 - ENEA n/a 17 - LRAM n/a 18 - MEAT n/a 19 - EM n/a 20 - MTIC n/a 21 - RVO n/a 22 - ITB n/a 23 - ADENE n/a 24 - MLPDA n/a 25 - BOVERKET n/a 12 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Prefinancing payment Prefinancing guarantee Guarantee Type Amount Division per participant amount 26 - TSUS n/a 27 - MZI n/a Prefinancing 2 (additional) 2 500 000.00 n/a 1 - DEA n/a 2 - OIB n/a 3 - CSTC n/a 4 - SEDA n/a 5 - MECI n/a 6 - MIT n/a 7 - BAFA n/a 8 - MEC n/a 9 - CRES n/a 10 - IDAE n/a 11 - MOTIVA n/a 12 - MTE n/a 13 - MPGI n/a 14 - EMI n/a 15 - SEAI n/a 16 - ENEA n/a 17 - LRAM n/a 18 - MEAT n/a 19 - EM n/a 20 - MTIC n/a 21 - RVO n/a 22 - ITB n/a 23 - ADENE n/a 24 - MLPDA n/a 25 - BOVERKET n/a 26 - TSUS n/a 27 - MZI n/a Reporting and payment modalities (art 21, 22): Mutual Insurance Mechanism (MIM): No Restrictions on distribution of initial prefinancing: The prefinancing may be distributed only if the minimum number of beneficiaries set out in the call condititions (if any) have acceded to the Agreement and only to beneficiaries that have acceded. Interim payment ceiling (if any): 90% of the maximum grant amount No-profit rule: Yes Late payment interest: ECB + 3.5% Bank account for payments: DK4630003237073266 13 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Conversion into euros: Double conversion Reporting language: Language of the Agreement 4.3 Certificates (art 24): Certificates on the financial statements (CFS): Conditions: Schedule: interim/final payment, if threshold is reached Standard threshold (beneficiary-level): - financial statement: requested EU contribution to costs ≥ EUR 500 000.00 4.4 Recoveries (art 22) First-line liability for recoveries: Beneficiary termination: Beneficiary concerned Final payment: Coordinator After final payment: Beneficiary concerned Joint and several liability for enforced recoveries (in case of non-payment): Limited joint and several liability of other beneficiaries — up to the maximum grant amount of the beneficiary Joint and several liability of affiliated entities — n/a 5. Consequences of non-compliance, applicable law & dispute settlement forum Applicable law (art 43): Standard applicable law regime: EU law + law of Belgium Dispute settlement forum (art 43): Standard dispute settlement forum: EU beneficiaries: EU General Court + EU Court of Justice (on appeal) Non-EU beneficiaries: Courts of Brussels, Belgium (unless an international agreement provides for the enforceability of EU court judgements) 6. Other Specific rules (Annex 5): Yes Standard time-limits after project end: Confidentiality (for X years after final payment): 5 Record-keeping (for X years after final payment): 5 (or 3 for grants of not more than EUR 60 000) Reviews (up to X years after final payment): 5 (or 3 for grants of not more than EUR 60 000) Audits (up to X years after final payment): 5 (or 3 for grants of not more than EUR 60 000) 14 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Extension of findings from other grants to this grant (no later than X years after final payment): 5 (or 3 for grants of not more than EUR 60 000) Impact evaluation (up to X years after final payment): 5 (or 3 for grants of not more than EUR 60 000) 15 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 CHAPTER 1 GENERAL ARTICLE 1 — SUBJECT OF THE AGREEMENT This Agreement sets out the rights and obligations and terms and conditions applicable to the grant awarded for the implementation of the action set out in Chapter 2. ARTICLE 2 — DEFINITIONS For the purpose of this Agreement, the following definitions apply: Actions — The project which is being funded in the context of this Agreement. Grant — The grant awarded in the context of this Agreement. EU grants — Grants awarded by EU institutions, bodies, offices or agencies (including EU executive agencies, EU regulatory agencies, EDA, joint undertakings, etc.). Participants — Entities participating in the action as beneficiaries, affiliated entities, associated partners, third parties giving in-kind contributions, subcontractors or recipients of financial support to third parties. Beneficiaries (BEN) — The signatories of this Agreement (either directly or through an accession form). Affiliated entities (AE) — Entities affiliated to a beneficiary within the meaning of Article 187 of EU Financial Regulation 2018/10464 which participate in the action with similar rights and obligations as the beneficiaries (obligation to implement action tasks and right to charge costs and claim contributions). Associated partners (AP) — Entities which participate in the action, but without the right to charge costs or claim contributions. Purchases — Contracts for goods, works or services needed to carry out the action (e.g. equipment, consumables and supplies) but which are not part of the action tasks (see Annex 1). Subcontracting — Contracts for goods, works or services that are part of the action tasks (see Annex 1). In-kind contributions — In-kind contributions within the meaning of Article 2(36) of EU Financial 4 For the definition, see Article 187 Regulation (EU, Euratom) 2018/1046 of the European Parliament and of the Council of 18 July 2018 on the financial rules applicable to the general budget of the Union, amending Regulations (EU) No 1296/2013, (EU) No 1301/2013, (EU) No 1303/2013, (EU) No 1304/2013, (EU) No 1309/2013, (EU) No 1316/2013, (EU) No 223/2014, (EU) No 283/2014, and Decision No 541/2014/EU and repealing Regulation (EU, Euratom) No 966/2012 (‘EU Financial Regulation’) (OJ L 193, 30.7.2018, p. 1): “affiliated entities [are]: (a) entities that form a sole beneficiary [(i.e. where an entity is formed of several entities that satisfy the criteria for being awarded a grant, including where the entity is specifically established for the purpose of implementing an action to be financed by a grant)]; (b) entities that satisfy the eligibility criteria and that do not fall within one of the situations referred to in Article 136(1) and 141(1) and that have a link with the beneficiary, in particular a legal or capital link, which is neither limited to the action nor established for the sole purpose of its implementation”. 16 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Regulation 2018/1046, i.e. non-financial resources made available free of charge by third parties. Fraud — Fraud within the meaning of Article 3 of EU Directive 2017/13715 and Article 1 of the Convention on the protection of the European Communities’ financial interests, drawn up by the Council Act of 26 July 19956, as well as any other wrongful or criminal deception intended to result in financial or personal gain. Irregularities — Any type of breach (regulatory or contractual) which could impact the EU financial interests, including irregularities within the meaning of Article 1(2) of EU Regulation 2988/957. Grave professional misconduct — Any type of unacceptable or improper behaviour in exercising one’s profession, especially by employees, including grave professional misconduct within the meaning of Article 136(1)(c) of EU Financial Regulation 2018/1046. Applicable EU, international and national law — Any legal acts or other (binding or non-binding) rules and guidance in the area concerned. Portal — EU Funding & Tenders Portal; electronic portal and exchange system managed by the European Commission and used by itself and other EU institutions, bodies, offices or agencies for the management of their funding programmes (grants, procurements, prizes, etc.). CHAPTER 2 ACTION ARTICLE 3 — ACTION The grant is awarded for the action 101102078 — LIFE21-CET-CA-CAEPBD6 (‘action’), as described in Annex 1. ARTICLE 4 — DURATION AND STARTING DATE The duration and the starting date of the action are set out in the Data Sheet (see Point 1). CHAPTER 3 GRANT ARTICLE 5 — GRANT 5.1 Form of grant 5 Directive (EU) 2017/1371 of the European Parliament and of the Council of 5 July 2017 on the fight against fraud to the Union’s financial interests by means of criminal law (OJ L 198, 28.7.2017, p. 29). 6 OJ C 316, 27.11.1995, p. 48. 7 Council Regulation (EC, Euratom) No 2988/95 of 18 December 1995 on the protection of the European Communities financial interests (OJ L 312, 23.12.1995, p. 1). 17 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 The grant is an action grant8 which takes the form of a budget-based mixed actual cost grant (i.e. a grant based on actual costs incurred, but which may also include other forms of funding, such as unit costs or contributions, flat-rate costs or contributions, lump sum costs or contributions or financing not linked to costs). 5.2 Maximum grant amount The maximum grant amount is set out in the Data Sheet (see Point 3) and in the estimated budget (Annex 2). 5.3 Funding rate The funding rate for costs is 95% of the action’s eligible costs. Contributions are not subject to any funding rate. 5.4 Estimated budget, budget categories and forms of funding The estimated budget for the action is set out in Annex 2. It contains the estimated eligible costs and contributions for the action, broken down by participant and budget category. Annex 2 also shows the types of costs and contributions (forms of funding)9 to be used for each budget category. If unit costs or contributions are used, the details on the calculation will be explained in Annex 2a. 5.5 Budget flexibility The budget breakdown may be adjusted — without an amendment (see Article 39) — by transfers (between participants and budget categories), as long as this does not imply any substantive or important change to the description of the action in Annex 1. However: - changes to the budget category for volunteers (if used) always require an amendment - changes to budget categories with lump sums costs or contributions (if used; including financing not linked to costs) always require an amendment - changes to budget categories with higher funding rates or budget ceilings (if used) always require an amendment - addition of amounts for subcontracts not provided for in Annex 1 either require an amendment or simplified approval in accordance with Article 6.2 8 For the definition, see Article 180(2)(a) EU Financial Regulation 2018/1046: ‘action grant’ means an EU grant to finance “an action intended to help achieve a Union policy objective”. 9 See Article 125 EU Financial Regulation 2018/1046. 18 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 - other changes require an amendment or simplified approval, if specifically provided for in Article 6.2 - flexibility caps: not applicable. ARTICLE 6 — ELIGIBLE AND INELIGIBLE COSTS AND CONTRIBUTIONS In order to be eligible, costs and contributions must meet the eligibility conditions set out in this Article. 6.1 General eligibility conditions The general eligibility conditions are the following: (a) for actual costs: (i) they must be actually incurred by the beneficiary (ii) they must be incurred in the period set out in Article 4 (with the exception of costs relating to the submission of the final periodic report, which may be incurred afterwards; see Article 21) (iii) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2 (iv) they must be incurred in connection with the action as described in Annex 1 and necessary for its implementation (v) they must be identifiable and verifiable, in particular recorded in the beneficiary’s accounts in accordance with the accounting standards applicable in the country where the beneficiary is established and with the beneficiary’s usual cost accounting practices (vi) they must comply with the applicable national law on taxes, labour and social security and (vii) they must be reasonable, justified and must comply with the principle of sound financial management, in particular regarding economy and efficiency (b) for unit costs or contributions (if any): (i) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2 (ii) the units must: - be actually used or produced by the beneficiary in the period set out in Article 4 (with the exception of units relating to the submission of the final periodic report, which may be used or produced afterwards; see Article 21) - be necessary for the implementation of the action and (iii) the number of units must be identifiable and verifiable, in particular supported by records and documentation (see Article 20) 19 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (c) for flat-rate costs or contributions (if any): (i) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2 (ii) the costs or contributions to which the flat-rate is applied must: - be eligible - relate to the period set out in Article 4 (with the exception of costs or contributions relating to the submission of the final periodic report, which may be incurred afterwards; see Article 21) (d) for lump sum costs or contributions (if any): (i) they must be declared under one of the budget categories set out in Article 6.2 and Annex 2 (ii) the work must be properly implemented by the beneficiary in accordance with Annex 1 (iii) the deliverables/outputs must be achieved in the period set out in Article 4 (with the exception of deliverables/outputs relating to the submission of the final periodic report, which may be achieved afterwards; see Article 21) (e) for unit, flat-rate or lump sum costs or contributions according to usual cost accounting practices (if any): (i) they must fulfil the general eligibility conditions for the type of cost concerned (ii) the cost accounting practices must be applied in a consistent manner, based on objective criteria, regardless of the source of funding (f) for financing not linked to costs (if any): the results must be achieved or the conditions must be fulfilled as described in Annex 1. In addition, for direct cost categories (e.g. personnel, travel & subsistence, subcontracting and other direct costs) only costs that are directly linked to the action implementation and can therefore be attributed to it directly are eligible. They must not include any indirect costs (i.e. costs that are only indirectly linked to the action, e.g. via cost drivers). 6.2 Specific eligibility conditions for each budget category For each budget category, the specific eligibility conditions are as follows: Direct costs A. Personnel costs A.1 Costs for employees (or equivalent) are eligible as personnel costs if they fulfil the general eligibility conditions and are related to personnel working for the beneficiary under an employment contract (or equivalent appointing act) and assigned to the action. They must be limited to salaries, social security contributions, taxes and other costs linked to the 20 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 remuneration, if they arise from national law or the employment contract (or equivalent appointing act) and be calculated on the basis of the costs actually incurred, in accordance with the following method: {daily rate for the person multiplied by number of day-equivalents worked on the action (rounded up or down to the nearest half-day)}. The daily rate must be calculated as: {annual personnel costs for the person divided by 215}. The number of day-equivalents declared for a person must be identifiable and verifiable (see Article 20). The total number of day-equivalents declared in EU grants, for a person for a year, cannot be higher than 215. The personnel costs may also include supplementary payments for personnel assigned to the action (including payments on the basis of supplementary contracts regardless of their nature), if: - it is part of the beneficiary’s usual remuneration practices and is paid in a consistent manner whenever the same kind of work or expertise is required - the criteria used to calculate the supplementary payments are objective and generally applied by the beneficiary, regardless of the source of funding used. A.2 and A.3 Costs for natural persons working under a direct contract other than an employment contract and costs for seconded persons by a third party against payment are also eligible as personnel costs, if they are assigned to the action, fulfil the general eligibility conditions and: (a) work under conditions similar to those of an employee (in particular regarding the way the work is organised, the tasks that are performed and the premises where they are performed) and (b) the result of the work belongs to the beneficiary (unless agreed otherwise). They must be calculated on the basis of a rate which corresponds to the costs actually incurred for the direct contract or secondment and must not be significantly different from those for personnel performing similar tasks under an employment contract with the beneficiary. A.4 The work of SME owners for the action (i.e. owners of beneficiaries that are small and medium- sized enterprises10 not receiving a salary) or natural person beneficiaries (i.e. beneficiaries that are 10 For the definition, see Commission Recommendation 2003/361/EC: micro, small or medium-sized enterprise (SME) are enterprises - engaged in an economic activity, irrespective of their legal form (including, in particular, self- employed persons and family businesses engaged in craft or other activities, and partnerships or associations regularly engaged in an economic activity) and 21 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 natural persons not receiving a salary) may be declared as personnel costs, if they fulfil the general eligibility conditions and are calculated as unit costs in accordance with the method set out in Annex 2a. A.5 The work of volunteers for the action (i.e. persons who freely work for an organisation, on a non-compulsory basis and without being paid) may be declared as personnel costs, if and as declared eligible in the call conditions, if they fulfil the general eligibility conditions and are calculated as unit costs in accordance with the method set out in Annex 2a. They: - may not exceed the maximum amount for volunteers for the action (which corresponds to 50% of the total (ineligible and eligible) project costs and contributions estimated in the proposal) - may not exceed the maximum amount for volunteers for each beneficiary set out in Annex 2 - may not make the maximum EU contribution to costs higher than the total eligible costs without volunteers. If also indirect costs for volunteers are declared eligible in the call conditions, the amount of indirect costs may be added to the volunteers costs category in Annex 2, at the flat-rate set out in Point E. B. Subcontracting costs Subcontracting costs for the action (including related duties, taxes and charges, such as non- deductible or non-refundable value added tax (VAT)) are eligible, if they are calculated on the basis of the costs actually incurred, fulfil the general eligibility conditions and are awarded using the beneficiary’s usual purchasing practices — provided these ensure subcontracts with best value for money (or if appropriate the lowest price) and that there is no conflict of interests (see Article 12). Beneficiaries that are ‘contracting authorities/entities’ within the meaning of the EU Directives on public procurement must also comply with the applicable national law on public procurement. Subcontracting may cover only a limited part of the action. The tasks to be subcontracted and the estimated cost for each subcontract must be set out in Annex 1 and the total estimated costs of subcontracting per beneficiary must be set out in Annex 2 (or may be approved ex post in the periodic report, if the use of subcontracting does not entail changes to the Agreement which would call into question the decision awarding the grant or breach the principle of equal treatment of applicants; ‘simplified approval procedure’). C. Purchase costs Purchase costs for the action (including related duties, taxes and charges, such as non-deductible or non-refundable value added tax (VAT)) are eligible if they fulfil the general eligibility conditions and are bought using the beneficiary’s usual purchasing practices — provided these ensure purchases with - employing fewer than 250 persons (expressed in ‘annual working units’ as defined in Article 5 of the Recommendation) and which have an annual turnover not exceeding EUR 50 million, and/or an annual balance sheet total not exceeding EUR 43 million. 22 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 best value for money (or if appropriate the lowest price) and that there is no conflict of interests (see Article 12). Beneficiaries that are ‘contracting authorities/entities’ within the meaning of the EU Directives on public procurement must also comply with the applicable national law on public procurement. C.1 Travel and subsistence Purchases for travel, accommodation and subsistence must be calculated as follows: - travel: on the basis of the costs actually incurred and in line with the beneficiary’s usual practices on travel - accommodation: on the basis of the costs actually incurred and in line with the beneficiary’s usual practices on travel - subsistence: on the basis of the costs actually incurred and in line with the beneficiary’s usual practices on travel . C.2 Equipment Purchases of equipment, infrastructure or other assets used for the action must be declared as depreciation costs, calculated on the basis of the costs actually incurred and written off in accordance with international accounting standards and the beneficiary’s usual accounting practices. Only the portion of the costs that corresponds to the rate of actual use for the action during the action duration can be taken into account. Costs for renting or leasing equipment, infrastructure or other assets are also eligible, if they do not exceed the depreciation costs of similar equipment, infrastructure or assets and do not include any financing fees. C.3 Other goods, works and services Purchases of other goods, works and services must be calculated on the basis of the costs actually incurred. Such goods, works and services include, for instance, consumables and supplies, promotion, dissemination, protection of results, translations, publications, certificates and financial guarantees, if required under the Agreement. D. Other cost categories D.1 Financial support to third parties Costs for providing financial support to third parties (in the form of grants, prizes or similar forms of support; if any) are eligible, if and as declared eligible in the call conditions, if they fulfil the general eligibility conditions, are calculated on the basis of the costs actually incurred and the support is implemented in accordance with the conditions set out in Annex 1. These conditions must ensure objective and transparent selection procedures and include at least the following: 23 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (a) for grants (or similar): (i) the maximum amount of financial support for each third party (‘recipient’); this amount may not exceed the amount set out in the Data Sheet (see Point 3) or otherwise agreed with the granting authority (ii) the criteria for calculating the exact amount of the financial support (iii) the different types of activity that qualify for financial support, on the basis of a closed list (iv) the persons or categories of persons that will be supported and (v) the criteria and procedures for giving financial support (b) for prizes (or similar): (i) the eligibility and award criteria (ii) the amount of the prize and (iii) the payment arrangements. D.2 Land purchase Costs for land purchase from private entities (or long-term lease of land or one-off compensations for land use rights) are eligible, if and as declared eligible in the call conditions, if they fulfil the general eligibility conditions, are calculated on the basis of the costs actually incurred and: (a) the purchase will contribute to improving, maintaining and restoring the integrity of the Natura 2000 network set up pursuant to Article 3 of Directive 92/43/EEC, including through improving connectivity by the creation of corridors, stepping stones, or other elements of green infrastructure (b) land purchase is the only or most cost-effective way of achieving the desired conservation outcome (c) the land purchased is reserved in the long term for uses consistent with the specific objectives of the LIFE Programme (d) the Member State concerned ensures, by way of transfer or otherwise, the long-term assignment of such land to nature conservation purposes and the beneficiary documents this by ensuring that: (i) the entry into the land register includes a condition that the land will be assigned definitively to nature conservation (ii) or, if there is no land register or such a condition is not possible under national law, that such a condition is either included in the land sale contract or guaranteed by equivalent means (e) for land purchases by private entity beneficiaries: the beneficiaries ensure the long-term conservation by ensuring that: 24 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (i) the entry into the land register includes a condition that, in case of their dissolution or incapacity to manage the land according to nature conservation requirements, the property will be transferred to an entity primarily active in the field of nature protection (ii) or, if there is no land register or such a condition is not possible under national law, that such a condition is either included in the land sale contract or guaranteed by equivalent means (f) for purchases of partial rights: the entry into the land register duly reflects the long-term nature conservation objectives and the requirements set out in this Article (g) for land purchased to be exchanged at a later date for another parcel on which the action will be undertaken: the exchange is carried out before the end of the action and the land exchanged complies with the requirements set out in this Article (h) for long-term leases: the lease is of at least 20 years and includes provisions and commitments that ensure the achievement of its objectives in terms of habitat and species protection. This cost will not be taken into account for the indirect cost flat-rate. Indirect costs E. Indirect costs Indirect costs will be reimbursed at the flat-rate of 7% of the eligible direct costs (categories A-D, except volunteers costs and exempted specific cost categories, if any). Contributions Not applicable 6.3 Ineligible costs and contributions The following costs or contributions are ineligible: (a) costs or contributions that do not comply with the conditions set out above (Article 6.1 and 6.2), in particular: (i) costs related to return on capital and dividends paid by a beneficiary (ii) debt and debt service charges (iii) provisions for future losses or debts (iv) interest owed (v) currency exchange losses (vi) bank costs charged by the beneficiary’s bank for transfers from the granting authority (vii) excessive or reckless expenditure 25 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (viii) deductible or refundable VAT (including VAT paid by public bodies acting as public authority) (ix) costs incurred or contributions for activities implemented during grant agreement suspension (see Article 31) (x) in-kind contributions by third parties (b) costs or contributions declared under other EU grants (or grants awarded by an EU Member State, non-EU country or other body implementing the EU budget), except for the following cases: (i) Synergy actions: not applicable (ii) if the action grant is combined with an operating grant11 running during the same period and the beneficiary can demonstrate that the operating grant does not cover any (direct or indirect) costs of the action grant (c) costs or contributions for staff of a national (or regional/local) administration, for activities that are part of the administration’s normal activities (i.e. not undertaken only because of the grant) (d) costs or contributions (especially travel and subsistence) for staff or representatives of EU institutions, bodies or agencies (e) other : (i) country restrictions for eligible costs: not applicable (ii) costs or contributions declared specifically ineligible in the call conditions. 6.4 Consequences of non-compliance If a beneficiary declares costs or contributions that are ineligible, they will be rejected (see Article 27). This may also lead to other measures described in Chapter 5. CHAPTER 4 GRANT IMPLEMENTATION SECTION 1 CONSORTIUM: BENEFICIARIES, AFFILIATED ENTITIES AND OTHER PARTICIPANTS ARTICLE 7 — BENEFICIARIES The beneficiaries, as signatories of the Agreement, are fully responsible towards the granting authority for implementing it and for complying with all its obligations. 11 For the definition, see Article 180(2)(b) of EU Financial Regulation 2018/1046: ‘operating grant’ means an EU grant to finance “the functioning of a body which has an objective forming part of and supporting an EU policy”. 26 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 They must implement the Agreement to their best abilities, in good faith and in accordance with all the obligations and terms and conditions it sets out. They must have the appropriate resources to implement the action and implement the action under their own responsibility and in accordance with Article 11. If they rely on affiliated entities or other participants (see Articles 8 and 9), they retain sole responsibility towards the granting authority and the other beneficiaries. They are jointly responsible for the technical implementation of the action. If one of the beneficiaries fails to implement their part of the action, the other beneficiaries must ensure that this part is implemented by someone else (without being entitled to an increase of the maximum grant amount and subject to an amendment; see Article 39). The financial responsibility of each beneficiary in case of recoveries is governed by Article 22. The beneficiaries (and their action) must remain eligible under the EU programme funding the grant for the entire duration of the action. Costs and contributions will be eligible only as long as the beneficiary and the action are eligible. The internal roles and responsibilities of the beneficiaries are divided as follows: (a) Each beneficiary must: (i) keep information stored in the Portal Participant Register up to date (see Article 19) (ii) inform the granting authority (and the other beneficiaries) immediately of any events or circumstances likely to affect significantly or delay the implementation of the action (see Article 19) (iii) submit to the coordinator in good time: - the prefinancing guarantees (if required; see Article 23) - the financial statements and certificates on the financial statements (CFS) (if required; see Articles 21 and 24.2 and Data Sheet, Point 4.3) - the contribution to the deliverables and technical reports (see Article 21) - any other documents or information required by the granting authority under the Agreement (iv) submit via the Portal data and information related to the participation of their affiliated entities. (b) The coordinator must: (i) monitor that the action is implemented properly (see Article 11) (ii) act as the intermediary for all communications between the consortium and the granting authority, unless the Agreement or granting authority specifies otherwise, and in particular: - submit the prefinancing guarantees to the granting authority (if any) 27 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 - request and review any documents or information required and verify their quality and completeness before passing them on to the granting authority - submit the deliverables and reports to the granting authority - inform the granting authority about the payments made to the other beneficiaries (report on the distribution of payments; if required, see Articles 22 and 32) (iii) distribute the payments received from the granting authority to the other beneficiaries without unjustified delay (see Article 22). The coordinator may not delegate or subcontract the above-mentioned tasks to any other beneficiary or third party (including affiliated entities). However, coordinators which are public bodies may delegate the tasks set out in Point (b)(ii) last indent and (iii) above to entities with ‘authorisation to administer’ which they have created or which are controlled by or affiliated to them. In this case, the coordinator retains sole responsibility for the payments and for compliance with the obligations under the Agreement. Moreover, coordinators which are ‘sole beneficiaries’12 (or similar, such as European research infrastructure consortia (ERICs)) may delegate the tasks set out in Point (b)(i) to (iii) above to one of their members. The coordinator retains sole responsibility for compliance with the obligations under the Agreement. The beneficiaries must have internal arrangements regarding their operation and co-ordination, to ensure that the action is implemented properly. If required by the granting authority (see Data Sheet, Point 1), these arrangements must be set out in a written consortium agreement between the beneficiaries, covering for instance: - the internal organisation of the consortium - the management of access to the Portal - different distribution keys for the payments and financial responsibilities in case of recoveries (if any) - additional rules on rights and obligations related to background and results (see Article 16) - settlement of internal disputes - liability, indemnification and confidentiality arrangements between the beneficiaries. The internal arrangements must not contain any provision contrary to this Agreement. ARTICLE 8 — AFFILIATED ENTITIES Not applicable 12 For the definition, see Article 187(2) EU Financial Regulation 2018/1046: “Where several entities satisfy the criteria for being awarded a grant and together form one entity, that entity may be treated as the sole beneficiary, including where it is specifically established for the purpose of implementing the action financed by the grant.” 28 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 ARTICLE 9 — OTHER PARTICIPANTS INVOLVED IN THE ACTION 9.1 Associated partners The following entities which cooperate with a beneficiary will participate in the action as ‘associated partners’: - NORGES VASSDRAGS- OG ENERGIDIREKTORAT (NVE), PIC 933343992 Associated partners must implement the action tasks attributed to them in Annex 1 in accordance with Article 11. They may not charge costs or contributions to the action and the costs for their tasks are not eligible. The tasks must be set out in Annex 1. The beneficiaries must ensure that their contractual obligations under Articles 11 (proper implementation), 12 (conflict of interests), 13 (confidentiality and security), 14 (ethics), 17.2 (visibility), 18 (specific rules for carrying out action), 19 (information) and 20 (record-keeping) also apply to the associated partners. The beneficiaries must ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the associated partners. 9.2 Third parties giving in-kind contributions to the action Other third parties may give in-kind contributions to the action (i.e. personnel, equipment, other goods, works and services, etc. which are free-of-charge), if necessary for the implementation. Third parties giving in-kind contributions do not implement any action tasks. They may not charge costs or contributions to the action and the costs for the in-kind contributions are not eligible. The third parties and their in-kind contributions should be set out in Annex 1. 9.3 Subcontractors Subcontractors may participate in the action, if necessary for the implementation. Subcontractors must implement their action tasks in accordance with Article 11. The costs for the subcontracted tasks (invoiced price from the subcontractor) are eligible and may be charged by the beneficiaries, under the conditions set out in Article 6. The costs will be included in Annex 2 as part of the beneficiaries’ costs. The beneficiaries must ensure that their contractual obligations under Articles 11 (proper implementation), 12 (conflict of interest), 13 (confidentiality and security), 14 (ethics), 17.2 (visibility), 18 (specific rules for carrying out action), 19 (information) and 20 (record-keeping) also apply to the subcontractors. The beneficiaries must ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the subcontractors. 9.4 Recipients of financial support to third parties 29 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 If the action includes providing financial support to third parties (e.g. grants, prizes or similar forms of support), the beneficiaries must ensure that their contractual obligations under Articles 12 (conflict of interest), 13 (confidentiality and security), 14 (ethics), 17.2 (visibility), 18 (specific rules for carrying out action), 19 (information) and 20 (record-keeping)also apply to the third parties receiving the support (recipients). The beneficiaries must also ensure that the bodies mentioned in Article 25 (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.) can exercise their rights also towards the recipients. ARTICLE 10 — PARTICIPANTS WITH SPECIAL STATUS 10.1 Non-EU participants Participants which are established in a non-EU country (if any) undertake to comply with their obligations under the Agreement and: - to respect general principles (including fundamental rights, values and ethical principles, environmental and labour standards, rules on classified information, intellectual property rights, visibility of funding and protection of personal data) - for the submission of certificates under Article 24: to use qualified external auditors which are independent and comply with comparable standards as those set out in EU Directive 2006/43/EC13 - for the controls under Article 25: to allow for checks, reviews, audits and investigations (including on-the-spot checks, visits and inspections) by the bodies mentioned in that Article (e.g. granting authority, OLAF, Court of Auditors (ECA), etc.). Special rules on dispute settlement apply (see Data Sheet, Point 5). 10.2 Participants which are international organisations Participants which are international organisations (IOs; if any) undertake to comply with their obligations under the Agreement and: - to respect general principles (including fundamental rights, values and ethical principles, environmental and labour standards, rules on classified information, intellectual property rights, visibility of funding and protection of personal data) - for the submission of certificates under Article 24: to use either independent public officers or external auditors which comply with comparable standards as those set out in EU Directive 2006/43/EC - for the controls under Article 25: to allow for the checks, reviews, audits and investigations by the bodies mentioned in that Article, taking into account the specific agreements concluded by them and the EU (if any). 13 Directive 2006/43/EC of the European Parliament and of the Council of 17 May 2006 on statutory audits of annual accounts and consolidated accounts or similar national regulations (OJ L 157, 9.6.2006, p. 87). 30 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 For such participants, nothing in the Agreement will be interpreted as a waiver of their privileges or immunities, as accorded by their constituent documents or international law. Special rules on applicable law and dispute settlement apply (see Article 43 and Data Sheet, Point 5). 10.3 Pillar-assessed participants Pillar-assessed participants (if any) may rely on their own systems, rules and procedures, in so far as they have been positively assessed and do not call into question the decision awarding the grant or breach the principle of equal treatment of applicants or beneficiaries. ‘Pillar-assessment’ means a review by the European Commission on the systems, rules and procedures which participants use for managing EU grants (in particular internal control system, accounting system, external audits, financing of third parties, rules on recovery and exclusion, information on recipients and protection of personal data; see Article 154 EU Financial Regulation 2018/1046). Participants with a positive pillar assessment may rely on their own systems, rules and procedures, in particular for: - record-keeping (Article 20): may be done in accordance with internal standards, rules and procedures - currency conversion for financial statements (Article 21): may be done in accordance with usual accounting practices - guarantees (Article 23): for public law bodies, prefinancing guarantees are not needed - certificates (Article 24): - certificates on the financial statements (CFS): may be provided by their regular internal or external auditors and in accordance with their internal financial regulations and procedures - certificates on usual accounting practices (CoMUC): are not needed if those practices are covered by an ex-ante assessment and use the following specific rules, for: - recoveries (Article 22): in case of financial support to third parties, there will be no recovery if the participant has done everything possible to retrieve the undue amounts from the third party receiving the support (including legal proceedings) and non-recovery is not due to an error or negligence on its part - checks, reviews, audits and investigations by the EU (Article 25): will be conducted taking into account the rules and procedures specifically agreed between them and the framework agreement (if any) - impact evaluation (Article 26): will be conducted in accordance with the participant’s internal rules and procedures and the framework agreement (if any) - grant agreement suspension (Article 31): certain costs incurred during grant suspension are eligible (notably, minimum costs necessary for a possible resumption of the action and costs 31 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 relating to contracts which were entered into before the pre-information letter was received and which could not reasonably be suspended, reallocated or terminated on legal grounds) - grant agreement termination (Article 32): the final grant amount and final payment will be calculated taking into account also costs relating to contracts due for execution only after termination takes effect, if the contract was entered into before the pre-information letter was received and could not reasonably be terminated on legal grounds - liability for damages (Article 33.2): the granting authority must be compensated for damage it sustains as a result of the implementation of the action or because the action was not implemented in full compliance with the Agreement only if the damage is due to an infringement of the participant’s internal rules and procedures or due to a violation of third parties’ rights by the participant or one of its employees or individual for whom the employees are responsible. Participants whose pillar assessment covers procurement and granting procedures may also do purchases, subcontracting and financial support to third parties (Article 6.2) in accordance with their internal rules and procedures for purchases, subcontracting and financial support. Participants whose pillar assessment covers data protection rules may rely on their internal standards, rules and procedures for data protection (Article 15). The participants may however not rely on provisions which would breach the principle of equal treatment of applicants or beneficiaries or call into question the decision awarding the grant, such as in particular: - eligibility (Article 6) - consortium roles and set-up (Articles 7-9) - security and ethics (Articles 13, 14) - IPR (including background and results, access rights and rights of use), communication, dissemination and visibility (Articles 16 and 17) - information obligation (Article 19) - payment, reporting and amendments (Articles 21, 22 and 39) - rejections, reductions, suspensions and terminations (Articles 27, 28, 29-32) If the pillar assessment was subject to remedial measures, reliance on the internal systems, rules and procedures is subject to compliance with those remedial measures. Participants whose assessment has not yet been updated to cover (the new rules on) data protection may rely on their internal systems, rules and procedures, provided that they ensure that personal data is: - processed lawfully, fairly and in a transparent manner in relation to the data subject - collected for specified, explicit and legitimate purposes and not further processed in a manner that is incompatible with those purposes 32 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 - adequate, relevant and limited to what is necessary in relation to the purposes for which they are processed - accurate and, where necessary, kept up to date - kept in a form which permits identification of data subjects for no longer than is necessary for the purposes for which the data is processed and - processed in a manner that ensures appropriate security of the personal data. Participants must inform the coordinator without delay of any changes to the systems, rules and procedures that were part of the pillar assessment. The coordinator must immediately inform the granting authority. Pillar-assessed participants that have also concluded a framework agreement with the EU, may moreover — under the same conditions as those above (i.e. not call into question the decision awarding the grant or breach the principle of equal treatment of applicants or beneficiaries) — rely on the provisions set out in that framework agreement. SECTION 2 RULES FOR CARRYING OUT THE ACTION ARTICLE 11 — PROPER IMPLEMENTATION OF THE ACTION 11.1 Obligation to properly implement the action The beneficiaries must implement the action as described in Annex 1 and in compliance with the provisions of the Agreement, the call conditions and all legal obligations under applicable EU, international and national law. 11.2 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 12 — CONFLICT OF INTERESTS 12.1 Conflict of interests The beneficiaries must take all measures to prevent any situation where the impartial and objective implementation of the Agreement could be compromised for reasons involving family, emotional life, political or national affinity, economic interest or any other direct or indirect interest (‘conflict of interests’). They must formally notify the granting authority without delay of any situation constituting or likely to lead to a conflict of interests and immediately take all the necessary steps to rectify this situation. The granting authority may verify that the measures taken are appropriate and may require additional measures to be taken by a specified deadline. 33 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 12.2 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28) and the grant or the beneficiary may be terminated (see Article 32). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 13 — CONFIDENTIALITY AND SECURITY 13.1 Sensitive information The parties must keep confidential any data, documents or other material (in any form) that is identified as sensitive in writing (‘sensitive information’) — during the implementation of the action and for at least until the time-limit set out in the Data Sheet (see Point 6). If a beneficiary requests, the granting authority may agree to keep such information confidential for a longer period. Unless otherwise agreed between the parties, they may use sensitive information only to implement the Agreement. The beneficiaries may disclose sensitive information to their personnel or other participants involved in the action only if they: (a) need to know it in order to implement the Agreement and (b) are bound by an obligation of confidentiality. The granting authority may disclose sensitive information to its staff and to other EU institutions and bodies. It may moreover disclose sensitive information to third parties, if: (a) this is necessary to implement the Agreement or safeguard the EU financial interests and (b) the recipients of the information are bound by an obligation of confidentiality. The confidentiality obligations no longer apply if: (a) the disclosing party agrees to release the other party (b) the information becomes publicly available, without breaching any confidentiality obligation (c) the disclosure of the sensitive information is required by EU, international or national law. Specific confidentiality rules (if any) are set out in Annex 5. 13.2 Classified information 34 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 The parties must handle classified information in accordance with the applicable EU, international or national law on classified information (in particular, Decision 2015/44414 and its implementing rules). Deliverables which contain classified information must be submitted according to special procedures agreed with the granting authority. Action tasks involving classified information may be subcontracted only after explicit approval (in writing) from the granting authority. Classified information may not be disclosed to any third party (including participants involved in the action implementation) without prior explicit written approval from the granting authority. Specific security rules (if any) are set out in Annex 5. 13.3 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 14 — ETHICS AND VALUES 14.1 Ethics The action must be carried out in line with the highest ethical standards and the applicable EU, international and national law on ethical principles. Specific ethics rules (if any) are set out in Annex 5. 14.2 Values The beneficiaries must commit to and ensure the respect of basic EU values (such as respect for human dignity, freedom, democracy, equality, the rule of law and human rights, including the rights of minorities). Specific rules on values (if any) are set out in Annex 5. 14.3 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 15 — DATA PROTECTION 15.1 Data processing by the granting authority 14 Commission Decision 2015/444/EC, Euratom of 13 March 2015 on the security rules for protecting EU classified information (OJ L 72, 17.3.2015, p. 53). 35 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Any personal data under the Agreement will be processed under the responsibility of the data controller of the granting authority in accordance with and for the purposes set out in the Portal Privacy Statement. For grants where the granting authority is the European Commission, an EU regulatory or executive agency, joint undertaking or other EU body, the processing will be subject to Regulation 2018/172515. 15.2 Data processing by the beneficiaries The beneficiaries must process personal data under the Agreement in compliance with the applicable EU, international and national law on data protection (in particular, Regulation 2016/67916). They must ensure that personal data is: - processed lawfully, fairly and in a transparent manner in relation to the data subjects - collected for specified, explicit and legitimate purposes and not further processed in a manner that is incompatible with those purposes - adequate, relevant and limited to what is necessary in relation to the purposes for which they are processed - accurate and, where necessary, kept up to date - kept in a form which permits identification of data subjects for no longer than is necessary for the purposes for which the data is processed and - processed in a manner that ensures appropriate security of the data. The beneficiaries may grant their personnel access to personal data only if it is strictly necessary for implementing, managing and monitoring the Agreement. The beneficiaries must ensure that the personnel is under a confidentiality obligation. The beneficiaries must inform the persons whose data are transferred to the granting authority and provide them with the Portal Privacy Statement. 15.3 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 16 — INTELLECTUAL PROPERTY RIGHTS (IPR) — BACKGROUND AND RESULTS —ACCESS RIGHTS AND RIGHTS OF USE 15 Regulation (EU) 2018/1725 of the European Parliament and of the Council of 23 October 2018 on the protection of natural persons with regard to the processing of personal data by the Union institutions, bodies, offices and agencies and on the free movement of such data, and repealing Regulation (EC) No 45/2001 and Decision No 1247/2002/EC (OJ L 295, 21.11.2018, p. 39). 16 Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (‘GDPR’) (OJ L 119, 4.5.2016, p. 1). 36 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 16.1 Background and access rights to background The beneficiaries must give each other and the other participants access to the background identified as needed for implementing the action, subject to any specific rules in Annex 5. ‘Background’ means any data, know-how or information — whatever its form or nature (tangible or intangible), including any rights such as intellectual property rights — that is: (a) held by the beneficiaries before they acceded to the Agreement and (b) needed to implement the action or exploit the results. If background is subject to rights of a third party, the beneficiary concerned must ensure that it is able to comply with its obligations under the Agreement. 16.2 Ownership of results The granting authority does not obtain ownership of the results produced under the action. ‘Results’ means any tangible or intangible effect of the action, such as data, know-how or information, whatever its form or nature, whether or not it can be protected, as well as any rights attached to it, including intellectual property rights. 16.3 Rights of use of the granting authority on materials, documents and information received for policy, information, communication, dissemination and publicity purposes The granting authority has the right to use non-sensitive information relating to the action and materials and documents received from the beneficiaries (notably summaries for publication, deliverables, as well as any other material, such as pictures or audio-visual material, in paper or electronic form) for policy, information, communication, dissemination and publicity purposes — during the action or afterwards. The right to use the beneficiaries’ materials, documents and information is granted in the form of a royalty-free, non-exclusive and irrevocable licence, which includes the following rights: (a) use for its own purposes (in particular, making them available to persons working for the granting authority or any other EU service (including institutions, bodies, offices, agencies, etc.) or EU Member State institution or body; copying or reproducing them in whole or in part, in unlimited numbers; and communication through press information services) (b) distribution to the public (in particular, publication as hard copies and in electronic or digital format, publication on the internet, as a downloadable or non-downloadable file, broadcasting by any channel, public display or presentation, communicating through press information services, or inclusion in widely accessible databases or indexes) (c) editing or redrafting (including shortening, summarising, inserting other elements (e.g. meta-data, legends, other graphic, visual, audio or text elements), extracting parts (e.g. audio or video files), dividing into parts, use in a compilation) (d) translation (e) storage in paper, electronic or other form 37 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (f) archiving, in line with applicable document-management rules (g) the right to authorise third parties to act on its behalf or sub-license to third parties the modes of use set out in Points (b), (c), (d) and (f), if needed for the information, communication and publicity activity of the granting authority (h) processing, analysing, aggregating the materials, documents and information received and producing derivative works. The rights of use are granted for the whole duration of the industrial or intellectual property rights concerned. If materials or documents are subject to moral rights or third party rights (including intellectual property rights or rights of natural persons on their image and voice), the beneficiaries must ensure that they comply with their obligations under this Agreement (in particular, by obtaining the necessary licences and authorisations from the rights holders concerned). Where applicable, the granting authority will insert the following information: “© – [year] – [name of the copyright owner]. All rights reserved. Licensed to the [name of granting authority] under conditions.” 16.4 Specific rules on IPR, results and background Specific rules regarding intellectual property rights, results and background (if any) are set out in Annex 5. 16.5 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such a breach may also lead to other measures described in Chapter 5. ARTICLE 17 — COMMUNICATION, DISSEMINATION AND VISIBILITY 17.1 Communication — Dissemination — Promoting the action Unless otherwise agreed with the granting authority, the beneficiaries must promote the action and its results by providing targeted information to multiple audiences (including the media and the public), in accordance with Annex 1 and in a strategic, coherent and effective manner. Before engaging in a communication or dissemination activity expected to have a major media impact, the beneficiaries must inform the granting authority. 17.2 Visibility — European flag and funding statement Unless otherwise agreed with the granting authority, communication activities of the beneficiaries related to the action (including media relations, conferences, seminars, information material, such as brochures, leaflets, posters, presentations, etc., in electronic form, via traditional or social media, etc.), dissemination activities and any infrastructure, equipment, vehicles, supplies or major result funded 38 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 by the grant must acknowledge EU support and display the European flag (emblem) and funding statement (translated into local languages, where appropriate): The emblem must remain distinct and separate and cannot be modified by adding other visual marks, brands or text. Apart from the emblem, no other visual identity or logo may be used to highlight the EU support. When displayed in association with other logos (e.g. of beneficiaries or sponsors), the emblem must be displayed at least as prominently and visibly as the other logos. For the purposes of their obligations under this Article, the beneficiaries may use the emblem without first obtaining approval from the granting authority. This does not, however, give them the right to exclusive use. Moreover, they may not appropriate the emblem or any similar trademark or logo, either by registration or by any other means. 17.3 Quality of information — Disclaimer Any communication or dissemination activity related to the action must use factually accurate information. Moreover, it must indicate the following disclaimer (translated into local languages where appropriate): “Funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or [name of the granting authority]. Neither the European Union nor the granting authority can be held responsible for them.” 17.4 Specific communication, dissemination and visibility rules Specific communication, dissemination and visibility rules (if any) are set out in Annex 5. 39 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 17.5 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 18 — SPECIFIC RULES FOR CARRYING OUT THE ACTION 18.1 Specific rules for carrying out the action Specific rules for implementing the action (if any) are set out in Annex 5. 18.2 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such a breach may also lead to other measures described in Chapter 5. SECTION 3 GRANT ADMINISTRATION ARTICLE 19 — GENERAL INFORMATION OBLIGATIONS 19.1 Information requests The beneficiaries must provide — during the action or afterwards and in accordance with Article 7 — any information requested in order to verify eligibility of the costs or contributions declared, proper implementation of the action and compliance with the other obligations under the Agreement. The information provided must be accurate, precise and complete and in the format requested, including electronic format. 19.2 Participant Register data updates The beneficiaries must keep — at all times, during the action or afterwards — their information stored in the Portal Participant Register up to date, in particular, their name, address, legal representatives, legal form and organisation type. 19.3 Information about events and circumstances which impact the action The beneficiaries must immediately inform the granting authority (and the other beneficiaries) of any of the following: (a) events which are likely to affect or delay the implementation of the action or affect the EU’s financial interests, in particular: (i) changes in their legal, financial, technical, organisational or ownership situation (including changes linked to one of the exclusion grounds listed in the declaration of honour signed before grant signature) 40 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (ii) linked action information: not applicable (b) circumstances affecting: (i) the decision to award the grant or (ii) compliance with requirements under the Agreement. 19.4 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 20 — RECORD-KEEPING 20.1 Keeping records and supporting documents The beneficiaries must — at least until the time-limit set out in the Data Sheet (see Point 6) — keep records and other supporting documents to prove the proper implementation of the action in line with the accepted standards in the respective field (if any). In addition, the beneficiaries must — for the same period — keep the following to justify the amounts declared: (a) for actual costs: adequate records and supporting documents to prove the costs declared (such as contracts, subcontracts, invoices and accounting records); in addition, the beneficiaries’ usual accounting and internal control procedures must enable direct reconciliation between the amounts declared, the amounts recorded in their accounts and the amounts stated in the supporting documents (b) for flat-rate costs and contributions (if any): adequate records and supporting documents to prove the eligibility of the costs or contributions to which the flat-rate is applied (c) for the following simplified costs and contributions: the beneficiaries do not need to keep specific records on the actual costs incurred, but must keep: (i) for unit costs and contributions (if any): adequate records and supporting documents to prove the number of units declared (ii) for lump sum costs and contributions (if any): adequate records and supporting documents to prove proper implementation of the work as described in Annex 1 (iii) for financing not linked to costs (if any): adequate records and supporting documents to prove the achievement of the results or the fulfilment of the conditions as described in Annex 1 (d) for unit, flat-rate and lump sum costs and contributions according to usual cost accounting practices (if any): the beneficiaries must keep any adequate records and supporting documents to prove that their cost accounting practices have been applied in a consistent manner, based on 41 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 objective criteria, regardless of the source of funding, and that they comply with the eligibility conditions set out in Articles 6.1 and 6.2. Moreover, the following is needed for specific budget categories: (e) for personnel costs: time worked for the beneficiary under the action must be supported by declarations signed monthly by the person and their supervisor, unless another reliable time-record system is in place; the granting authority may accept alternative evidence supporting the time worked for the action declared, if it considers that it offers an adequate level of assurance (f) additional record-keeping rules: not applicable The records and supporting documents must be made available upon request (see Article 19) or in the context of checks, reviews, audits or investigations (see Article 25). If there are on-going checks, reviews, audits, investigations, litigation or other pursuits of claims under the Agreement (including the extension of findings; see Article 25), the beneficiaries must keep these records and other supporting documentation until the end of these procedures. The beneficiaries must keep the original documents. Digital and digitalised documents are considered originals if they are authorised by the applicable national law. The granting authority may accept non-original documents if they offer a comparable level of assurance. 20.2 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, costs or contributions insufficiently substantiated will be ineligible (see Article 6) and will be rejected (see Article 27), and the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 21 — REPORTING 21.1 Continuous reporting The beneficiaries must continuously report on the progress of the action (e.g. deliverables, milestones, outputs/outcomes, critical risks, indicators, etc; if any), in the Portal Continuous Reporting tool and in accordance with the timing and conditions it sets out (as agreed with the granting authority). Standardised deliverables (e.g. progress reports not linked to payments, reports on cumulative expenditure, special reports, etc; if any) must be submitted using the templates published on the Portal. 21.2 Periodic reporting: Technical reports and financial statements In addition, the beneficiaries must provide reports to request payments, in accordance with the schedule and modalities set out in the Data Sheet (see Point 4.2): - for additional prefinancings (if any): an additional prefinancing report - for interim payments (if any) and the final payment: a periodic report. 42 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 The prefinancing and periodic reports include a technical and financial part. The technical part includes an overview of the action implementation. It must be prepared using the template available in the Portal Periodic Reporting tool. The financial part of the additional prefinancing report includes a statement on the use of the previous prefinancing payment. The financial part of the periodic report includes: - the financial statements (individual and consolidated; for all beneficiaries/affiliated entities) - the explanation on the use of resources (or detailed cost reporting table, if required) - the certificates on the financial statements (CFS) (if required; see Article 24.2 and Data Sheet, Point 4.3). The financial statements must detail the eligible costs and contributions for each budget category and, for the final payment, also the revenues for the action (see Articles 6 and 22). All eligible costs and contributions incurred should be declared, even if they exceed the amounts indicated in the estimated budget (see Annex 2). Amounts that are not declared in the individual financial statements will not be taken into account by the granting authority. By signing the financial statements (directly in the Portal Periodic Reporting tool), the beneficiaries confirm that: - the information provided is complete, reliable and true - the costs and contributions declared are eligible (see Article 6) - the costs and contributions can be substantiated by adequate records and supporting documents (see Article 20) that will be produced upon request (see Article 19) or in the context of checks, reviews, audits and investigations (see Article 25) - for the final periodic report: all the revenues have been declared (if required; see Article 22). Beneficiaries will have to submit also the financial statements of their affiliated entities (if any). In case of recoveries (see Article 22), beneficiaries will be held responsible also for the financial statements of their affiliated entities. 21.3 Currency for financial statements and conversion into euros The financial statements must be drafted in euro. Beneficiaries with general accounts established in a currency other than the euro must convert the costs recorded in their accounts into euro, at the average of the daily exchange rates published in the C series of the Official Journal of the European Union (ECB website), calculated over the corresponding reporting period. If no daily euro exchange rate is published in the Official Journal for the currency in question, they must be converted at the average of the monthly accounting exchange rates published on the European Commission website (InforEuro), calculated over the corresponding reporting period. 43 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Beneficiaries with general accounts in euro must convert costs incurred in another currency into euro according to their usual accounting practices. 21.4 Reporting language The reporting must be in the language of the Agreement, unless otherwise agreed with the granting authority (see Data Sheet, Point 4.2). 21.5 Consequences of non-compliance If a report submitted does not comply with this Article, the granting authority may suspend the payment deadline (see Article 29) and apply other measures described in Chapter 5. If the coordinator breaches its reporting obligations, the granting authority may terminate the grant or the coordinator’s participation (see Article 32) or apply other measures described in Chapter 5. ARTICLE 22 — PAYMENTS AND RECOVERIES — CALCULATION OF AMOUNTS DUE 22.1 Payments and payment arrangements Payments will be made in accordance with the schedule and modalities set out in the Data Sheet (see Point 4.2). They will be made in euro to the bank account indicated by the coordinator (see Data Sheet, Point 4.2) and must be distributed without unjustified delay (restrictions may apply to distribution of the initial prefinancing payment; see Data Sheet, Point 4.2). Payments to this bank account will discharge the granting authority from its payment obligation. The cost of payment transfers will be borne as follows: - the granting authority bears the cost of transfers charged by its bank - the beneficiary bears the cost of transfers charged by its bank - the party causing a repetition of a transfer bears all costs of the repeated transfer. Payments by the granting authority will be considered to have been carried out on the date when they are debited to its account. 22.2 Recoveries Recoveries will be made, if — at beneficiary termination, final payment or afterwards — it turns out that the granting authority has paid too much and needs to recover the amounts undue. The general liability regime for recoveries (first-line liability) is as follows: At final payment, the coordinator will be fully liable for recoveries, even if it has not been the final recipient of the undue amounts. At beneficiary termination or after final payment, recoveries will be made directly against the beneficiaries concerned. Beneficiaries will be fully liable for repaying the debts of their affiliated entities. 44 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 In case of enforced recoveries (see Article 22.4): - the beneficiaries will be jointly and severally liable for repaying debts of another beneficiary under the Agreement (including late-payment interest), if required by the granting authority (see Data Sheet, Point 4.4) - affiliated entities will be held liable for repaying debts of their beneficiaries under the Agreement (including late-payment interest), if required by the granting authority (see Data Sheet, Point 4.4). 22.3 Amounts due 22.3.1 Prefinancing payments The aim of the prefinancing is to provide the beneficiaries with a float. It remains the property of the EU until the final payment. For initial prefinancings (if any), the amount due, schedule and modalities are set out in the Data Sheet (see Point 4.2). For additional prefinancings (if any), the amount due, schedule and modalities are also set out in the Data Sheet (see Point 4.2). However, if the statement on the use of the previous prefinancing payment shows that less than 70% was used, the amount set out in the Data Sheet will be reduced by the difference between the 70% threshold and the amount used. Prefinancing payments (or parts of them) may be offset (without the beneficiaries’ consent) against amounts owed by a beneficiary to the granting authority — up to the amount due to that beneficiary. For grants where the granting authority is the European Commission or an EU executive agency, offsetting may also be done against amounts owed to other Commission services or executive agencies. Payments will not be made if the payment deadline or payments are suspended (see Articles 29 and 30). 22.3.2 Amount due at beneficiary termination — Recovery In case of beneficiary termination, the granting authority will determine the provisional amount due for the beneficiary concerned. Payments (if any) will be made with the next interim or final payment. The amount due will be calculated in the following step: Step 1 — Calculation of the total accepted EU contribution Step 1 — Calculation of the total accepted EU contribution The granting authority will first calculate the ‘accepted EU contribution’ for the beneficiary for all reporting periods, by calculating the ‘maximum EU contribution to costs’ (applying the funding rate to the accepted costs of the beneficiary), taking into account requests for a lower contribution to costs and CFS threshold cappings (if any; see Article 24.5) and adding the contributions (accepted unit, flat-rate or lump sum contributions and financing not linked to costs, if any). 45 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 After that, the granting authority will take into account grant reductions (if any). The resulting amount is the ‘total accepted EU contribution’ for the beneficiary. The balance is then calculated by deducting the payments received (if any; see report on the distribution of payments in Article 32), from the total accepted EU contribution: {total accepted EU contribution for the beneficiary minus {prefinancing and interim payments received (if any)}}. If the balance is positive, the amount will be included in the next interim or final payment to the consortium. If the balance is negative, it will be recovered in accordance with the following procedure: The granting authority will send a pre-information letter to the beneficiary concerned: - formally notifying the intention to recover, the amount due, the amount to be recovered and the reasons why and - requesting observations within 30 days of receiving notification. If no observations are submitted (or the granting authority decides to pursue recovery despite the observations it has received), it will confirm the amount to be recovered and ask this amount to be paid to the coordinator (confirmation letter). The amounts will later on also be taken into account for the next interim or final payment. 22.3.3 Interim payments Interim payments reimburse the eligible costs and contributions claimed for the implementation of the action during the reporting periods (if any). Interim payments (if any) will be made in accordance with the schedule and modalities set out the Data Sheet (see Point 4.2). Payment is subject to the approval of the periodic report. Its approval does not imply recognition of compliance, authenticity, completeness or correctness of its content. The interim payment will be calculated by the granting authority in the following steps: Step 1 — Calculation of the total accepted EU contribution Step 2 — Limit to the interim payment ceiling Step 1 — Calculation of the total accepted EU contribution The granting authority will calculate the ‘accepted EU contribution’ for the action for the reporting period, by first calculating the ‘maximum EU contribution to costs’ (applying the funding rate to the accepted costs of each beneficiary), taking into account requests for a lower contribution to costs, and CFS threshold cappings (if any; see Article 24.5) and adding the contributions (accepted unit, flat-rate or lump sum contributions and financing not linked to costs, if any). 46 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 After that, the granting authority will take into account grant reductions from beneficiary termination (if any). The resulting amount is the ‘total accepted EU contribution’. Step 2 — Limit to the interim payment ceiling The resulting amount is then capped to ensure that the total amount of prefinancing and interim payments (if any) does not exceed the interim payment ceiling set out in the Data Sheet (see Point 4.2). Interim payments (or parts of them) may be offset (without the beneficiaries’ consent) against amounts owed by a beneficiary to the granting authority — up to the amount due to that beneficiary. For grants where the granting authority is the European Commission or an EU executive agency, offsetting may also be done against amounts owed to other Commission services or executive agencies. Payments will not be made if the payment deadline or payments are suspended (see Articles 29 and 30). 22.3.4 Final payment — Final grant amount — Revenues and Profit — Recovery The final payment (payment of the balance) reimburses the remaining part of the eligible costs and contributions claimed for the implementation of the action (if any). The final payment will be made in accordance with the schedule and modalities set out in the Data Sheet (see Point 4.2). Payment is subject to the approval of the final periodic report. Its approval does not imply recognition of compliance, authenticity, completeness or correctness of its content. The final grant amount for the action will be calculated in the following steps: Step 1 — Calculation of the total accepted EU contribution Step 2 — Limit to the maximum grant amount Step 3 — Reduction due to the no-profit rule Step 1 — Calculation of the total accepted EU contribution The granting authority will first calculate the ‘accepted EU contribution’ for the action for all reporting periods, by calculating the ‘maximum EU contribution to costs’ (applying the funding rate to the total accepted costs of each beneficiary), taking into account requests for a lower contribution to costs, CFS threshold cappings (if any; see Article 24.5) and adding the contributions (accepted unit, flat-rate or lump sum contributions and financing not linked to costs, if any). After that, the granting authority will take into account grant reductions (if any). The resulting amount is the ‘total accepted EU contribution’. Step 2 — Limit to the maximum grant amount If the resulting amount is higher than the maximum grant amount set out in Article 5.2, it will be limited to the latter. 47 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Step 3 — Reduction due to the no-profit rule If the no-profit rule is provided for in the Data Sheet (see Point 4.2), the grant must not produce a profit (i.e. surplus of the amount obtained following Step 2 plus the action’s revenues, over the eligible costs and contributions approved by the granting authority). ‘Revenue’ is all income generated by the action, during its duration (see Article 4), for beneficiaries that are profit legal entities. If there is a profit, it will be deducted in proportion to the final rate of reimbursement of the eligible costs approved by the granting authority (as compared to the amount calculated following Steps 1 and 2 minus the contributions). The balance (final payment) is then calculated by deducting the total amount of prefinancing and interim payments already made (if any), from the final grant amount: {final grant amount minus {prefinancing and interim payments made (if any)}}. If the balance is positive, it will be paid to the coordinator. The final payment (or part of it) may be offset (without the beneficiaries’ consent) against amounts owed by a beneficiary to the granting authority — up to the amount due to that beneficiary. For grants where the granting authority is the European Commission or an EU executive agency, offsetting may also be done against amounts owed to other Commission services or executive agencies. Payments will not be made if the payment deadline or payments are suspended (see Articles 29 and 30). If the balance is negative, it will be recovered in accordance with the following procedure: The granting authority will send a pre-information letter to the coordinator: - formally notifying the intention to recover, the final grant amount, the amount to be recovered and the reasons why - requesting observations within 30 days of receiving notification. If no observations are submitted (or the granting authority decides to pursue recovery despite the observations it has received), it will confirm the amount to be recovered (confirmation letter), together with a debit note with the terms and date for payment. If payment is not made by the date specified in the debit note, the granting authority will enforce recovery in accordance with Article 22.4. 22.3.5 Audit implementation after final payment — Revised final grant amount — Recovery If — after the final payment (in particular, after checks, reviews, audits or investigations; see 48 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Article 25) — the granting authority rejects costs or contributions (see Article 27) or reduces the grant (see Article 28), it will calculate the revised final grant amount for the beneficiary concerned. The beneficiary revised final grant amount will be calculated in the following step: Step 1 — Calculation of the revised total accepted EU contribution Step 1 — Calculation of the revised total accepted EU contribution The granting authority will first calculate the ‘revised accepted EU contribution’ for the beneficiary, by calculating the ‘revised accepted costs’ and ‘revised accepted contributions’. After that, it will take into account grant reductions (if any). The resulting ‘revised total accepted EU contribution’ is the beneficiary revised final grant amount. If the revised final grant amount is lower than the beneficiary’s final grant amount (i.e. its share in the final grant amount for the action), it will be recovered in accordance with the following procedure: The beneficiary final grant amount (i.e. share in the final grant amount for the action) is calculated as follows: {{total accepted EU contribution for the beneficiary divided by total accepted EU contribution for the action} multiplied by final grant amount for the action}. The granting authority will send a pre-information letter to the beneficiary concerned: - formally notifying the intention to recover, the amount to be recovered and the reasons why and - requesting observations within 30 days of receiving notification. If no observations are submitted (or the granting authority decides to pursue recovery despite the observations it has received), it will confirm the amount to be recovered (confirmation letter), together with a debit note with the terms and the date for payment. Recoveries against affiliated entities (if any) will be handled through their beneficiaries. If payment is not made by the date specified in the debit note, the granting authority will enforce recovery in accordance with Article 22.4. 22.4 Enforced recovery If payment is not made by the date specified in the debit note, the amount due will be recovered: (a) by offsetting the amount — without the coordinator or beneficiary’s consent — against any amounts owed to the coordinator or beneficiary by the granting authority. In exceptional circumstances, to safeguard the EU financial interests, the amount may be offset before the payment date specified in the debit note. 49 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 For grants where the granting authority is the European Commission or an EU executive agency, debts may also be offset against amounts owed by other Commission services or executive agencies. (b) by drawing on the financial guarantee(s) (if any) (c) by holding other beneficiaries jointly and severally liable (if any; see Data Sheet, Point 4.4) (d) by holding affiliated entities jointly and severally liable (if any, see Data Sheet, Point 4.4) (e) by taking legal action (see Article 43) or, provided that the granting authority is the European Commission or an EU executive agency, by adopting an enforceable decision under Article 299 of the Treaty on the Functioning of the EU (TFEU) and Article 100(2) of EU Financial Regulation 2018/1046. The amount to be recovered will be increased by late-payment interest at the rate set out in Article 22.5, from the day following the payment date in the debit note, up to and including the date the full payment is received. Partial payments will be first credited against expenses, charges and late-payment interest and then against the principal. Bank charges incurred in the recovery process will be borne by the beneficiary, unless Directive 2015/236617 applies. For grants where the granting authority is an EU executive agency, enforced recovery by offsetting or enforceable decision will be done by the services of the European Commission (see also Article 43). 22.5 Consequences of non-compliance 22.5.1 If the granting authority does not pay within the payment deadlines (see above), the beneficiaries are entitled to late-payment interest at the rate applied by the European Central Bank (ECB) for its main refinancing operations in euros (‘reference rate’), plus the rate specified in the Data Sheet (Point 4.2). The reference rate is the rate in force on the first day of the month in which the payment deadline expires, as published in the C series of the Official Journal of the European Union. If the late-payment interest is lower than or equal to EUR 200, it will be paid to the coordinator only on request submitted within two months of receiving the late payment. Late-payment interest is not due if all beneficiaries are EU Member States (including regional and local government authorities or other public bodies acting on behalf of a Member State for the purpose of this Agreement). If payments or the payment deadline are suspended (see Articles 29 and 30), payment will not be considered as late. 17 Directive (EU) 2015/2366 of the European Parliament and of the Council of 25 November 2015 on payment services in the internal market, amending Directives 2002/65/EC, 2009/110/EC and 2013/36/EU and Regulation (EU) No 1093/2010, and repealing Directive 2007/64/EC (OJ L 337, 23.12.2015, p. 35). 50 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Late-payment interest covers the period running from the day following the due date for payment (see above), up to and including the date of payment. Late-payment interest is not considered for the purposes of calculating the final grant amount. 22.5.2 If the coordinator breaches any of its obligations under this Article, the grant may be reduced (see Article 29) and the grant or the coordinator may be terminated (see Article 32). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 23 — GUARANTEES 23.1 Prefinancing guarantee If required by the granting authority (see Data Sheet, Point 4.2), the beneficiaries must provide (one or more) prefinancing guarantee(s) in accordance with the timing and the amounts set out in the Data Sheet. The coordinator must submit them to the granting authority in due time before the prefinancing they are linked to. The guarantees must be drawn up using the template published on the Portal and fulfil the following conditions: (a) be provided by a bank or approved financial institution established in the EU or — if requested by the coordinator and accepted by the granting authority — by a third party or a bank or financial institution established outside the EU offering equivalent security (b) the guarantor stands as first-call guarantor and does not require the granting authority to first have recourse against the principal debtor (i.e. the beneficiary concerned) and (c) remain explicitly in force until the final payment and, if the final payment takes the form of a recovery, until five months after the debit note is notified to a beneficiary. They will be released within the following month. 23.2 Consequences of non-compliance If the beneficiaries breach their obligation to provide the prefinancing guarantee, the prefinancing will not be paid. Such breaches may also lead to other measures described in Chapter 5. ARTICLE 24 — CERTIFICATES 24.1 Operational verification report (OVR) Not applicable 24.2 Certificate on the financial statements (CFS) If required by the granting authority (see Data Sheet, Point 4.3), the beneficiaries must provide 51 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 certificates on their financial statements (CFS), in accordance with the schedule, threshold and conditions set out in the Data Sheet. The coordinator must submit them as part of the periodic report (see Article 21). The certificates must be drawn up using the template published on the Portal, cover the costs declared on the basis of actual costs and costs according to usual cost accounting practices (if any), and fulfil the following conditions: (a) be provided by a qualified approved external auditor which is independent and complies with Directive 2006/43/EC18 (or for public bodies: by a competent independent public officer) (b) the verification must be carried out according to the highest professional standards to ensure that the financial statements comply with the provisions under the Agreement and that the costs declared are eligible. The certificates will not affect the granting authority's right to carry out its own checks, reviews or audits, nor preclude the European Court of Auditors (ECA), the European Public Prosecutor’s Office (EPPO) or the European Anti-Fraud Office (OLAF) from using their prerogatives for audits and investigations under the Agreement (see Article 25). If the costs (or a part of them) were already audited by the granting authority, these costs do not need to be covered by the certificate and will not be counted for calculating the threshold (if any). 24.3 Certificate on the compliance of usual cost accounting practices (CoMUC) Not applicable 24.4 Systems and process audit (SPA) Not applicable 24.5 Consequences of non-compliance If a beneficiary does not submit a certificate on the financial statements (CFS) or the certificate is rejected, the accepted EU contribution to costs will be capped to reflect the CFS threshold. If a beneficiary breaches any of its other obligations under this Article, the granting authority may apply the measures described in Chapter 5. ARTICLE 25 — CHECKS, REVIEWS, AUDITS AND INVESTIGATIONS — EXTENSION OF FINDINGS 25.1 Granting authority checks, reviews and audits 25.1.1 Internal checks The granting authority may — during the action or afterwards — check the proper implementation of 18 Directive 2006/43/EC of the European Parliament and of the Council of 17 May 2006 on statutory audits of annual accounts and consolidated accounts or similar national regulations (OJ L 157, 9.6.2006, p. 87). 52 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 the action and compliance with the obligations under the Agreement, including assessing costs and contributions, deliverables and reports. 25.1.2 Project reviews The granting authority may carry out reviews on the proper implementation of the action and compliance with the obligations under the Agreement (general project reviews or specific issues reviews). Such project reviews may be started during the implementation of the action and until the time-limit set out in the Data Sheet (see Point 6). They will be formally notified to the coordinator or beneficiary concerned and will be considered to start on the date of the notification. If needed, the granting authority may be assisted by independent, outside experts. If it uses outside experts, the coordinator or beneficiary concerned will be informed and have the right to object on grounds of commercial confidentiality or conflict of interest. The coordinator or beneficiary concerned must cooperate diligently and provide — within the deadline requested — any information and data in addition to deliverables and reports already submitted (including information on the use of resources). The granting authority may request beneficiaries to provide such information to it directly. Sensitive information and documents will be treated in accordance with Article 13. The coordinator or beneficiary concerned may be requested to participate in meetings, including with the outside experts. For on-the-spot visits, the beneficiary concerned must allow access to sites and premises (including to the outside experts) and must ensure that information requested is readily available. Information provided must be accurate, precise and complete and in the format requested, including electronic format. On the basis of the review findings, a project review report will be drawn up. The granting authority will formally notify the project review report to the coordinator or beneficiary concerned, which has 30 days from receiving notification to make observations. Project reviews (including project review reports) will be in the language of the Agreement. 25.1.3 Audits The granting authority may carry out audits on the proper implementation of the action and compliance with the obligations under the Agreement. Such audits may be started during the implementation of the action and until the time-limit set out in the Data Sheet (see Point 6). They will be formally notified to the beneficiary concerned and will be considered to start on the date of the notification. The granting authority may use its own audit service, delegate audits to a centralised service or use external audit firms. If it uses an external firm, the beneficiary concerned will be informed and have the right to object on grounds of commercial confidentiality or conflict of interest. The beneficiary concerned must cooperate diligently and provide — within the deadline requested — 53 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 any information (including complete accounts, individual salary statements or other personal data) to verify compliance with the Agreement. Sensitive information and documents will be treated in accordance with Article 13. For on-the-spot visits, the beneficiary concerned must allow access to sites and premises (including for the external audit firm) and must ensure that information requested is readily available. Information provided must be accurate, precise and complete and in the format requested, including electronic format. On the basis of the audit findings, a draft audit report will be drawn up. The auditors will formally notify the draft audit report to the beneficiary concerned, which has 30 days from receiving notification to make observations (contradictory audit procedure). The final audit report will take into account observations by the beneficiary concerned and will be formally notified to them. Audits (including audit reports) will be in the language of the Agreement. 25.2 European Commission checks, reviews and audits in grants of other granting authorities Where the granting authority is not the European Commission, the latter has the same rights of checks, reviews and audits as the granting authority. 25.3 Access to records for assessing simplified forms of funding The beneficiaries must give the European Commission access to their statutory records for the periodic assessment of simplified forms of funding which are used in EU programmes. 25.4 OLAF, EPPO and ECA audits and investigations The following bodies may also carry out checks, reviews, audits and investigations — during the action or afterwards: - the European Anti-Fraud Office (OLAF) under Regulations No 883/201319 and No 2185/9620 - the European Public Prosecutor’s Office (EPPO) under Regulation 2017/1939 - the European Court of Auditors (ECA) under Article 287 of the Treaty on the Functioning of the EU (TFEU) and Article 257 of EU Financial Regulation 2018/1046. If requested by these bodies, the beneficiary concerned must provide full, accurate and complete information in the format requested (including complete accounts, individual salary statements or 19 Regulation (EU, Euratom) No 883/2013 of the European Parliament and of the Council of 11 September 2013 concerning investigations conducted by the European Anti-Fraud Office (OLAF) and repealing Regulation (EC) No 1073/1999 of the European Parliament and of the Council and Council Regulation (Euratom) No 1074/1999 (OJ L 248, 18/09/2013, p. 1). 20 Council Regulation (Euratom, EC) No 2185/1996 of 11 November 1996 concerning on-the-spot checks and inspections carried out by the Commission in order to protect the European Communities' financial interests against fraud and other irregularities (OJ L 292, 15/11/1996, p. 2). 54 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 other personal data, including in electronic format) and allow access to sites and premises for on-the-spot visits or inspections — as provided for under these Regulations. To this end, the beneficiary concerned must keep all relevant information relating to the action, at least until the time-limit set out in the Data Sheet (Point 6) and, in any case, until any ongoing checks, reviews, audits, investigations, litigation or other pursuits of claims have been concluded. 25.5 Consequences of checks, reviews, audits and investigations — Extension of results of reviews, audits or investigations 25.5.1 Consequences of checks, reviews, audits and investigations in this grant Findings in checks, reviews, audits or investigations carried out in the context of this grant may lead to rejections (see Article 27), grant reduction (see Article 28) or other measures described in Chapter 5. Rejections or grant reductions after the final payment will lead to a revised final grant amount (see Article 22). Findings in checks, reviews, audits or investigations during the action implementation may lead to a request for amendment (see Article 39), to change the description of the action set out in Annex 1. Checks, reviews, audits or investigations that find systemic or recurrent errors, irregularities, fraud or breach of obligations in any EU grant may also lead to consequences in other EU grants awarded under similar conditions (‘extension to other grants’). Moreover, findings arising from an OLAF or EPPO investigation may lead to criminal prosecution under national law. 25.5.2 Extension from other grants Results of checks, reviews, audits or investigations in other grants may be extended to this grant, if: (a) the beneficiary concerned is found, in other EU grants awarded under similar conditions, to have committed systemic or recurrent errors, irregularities, fraud or breach of obligations that have a material impact on this grant and (b) those findings are formally notified to the beneficiary concerned — together with the list of grants affected by the findings — within the time-limit for audits set out in the Data Sheet (see Point 6). The granting authority will formally notify the beneficiary concerned of the intention to extend the findings and the list of grants affected. If the extension concerns rejections of costs or contributions: the notification will include: (a) an invitation to submit observations on the list of grants affected by the findings (b) the request to submit revised financial statements for all grants affected (c) the correction rate for extrapolation, established on the basis of the systemic or recurrent errors, to calculate the amounts to be rejected, if the beneficiary concerned: 55 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (i) considers that the submission of revised financial statements is not possible or practicable or (ii) does not submit revised financial statements. If the extension concerns grant reductions: the notification will include: (a) an invitation to submit observations on the list of grants affected by the findings and (b) the correction rate for extrapolation, established on the basis of the systemic or recurrent errors and the principle of proportionality. The beneficiary concerned has 60 days from receiving notification to submit observations, revised financial statements or to propose a duly substantiated alternative correction method/rate. On the basis of this, the granting authority will analyse the impact and decide on the implementation (i.e. start rejection or grant reduction procedures, either on the basis of the revised financial statements or the announced/alternative method/rate or a mix of those; see Articles 27 and 28). 25.6 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, costs or contributions insufficiently substantiated will be ineligible (see Article 6) and will be rejected (see Article 27), and the grant may be reduced (see Article 28). Such breaches may also lead to other measures described in Chapter 5. ARTICLE 26 — IMPACT EVALUATIONS 26.1 Impact evaluation The granting authority may carry out impact evaluations of the action, measured against the objectives and indicators of the EU programme funding the grant. Such evaluations may be started during implementation of the action and until the time-limit set out in the Data Sheet (see Point 6). They will be formally notified to the coordinator or beneficiaries and will be considered to start on the date of the notification. If needed, the granting authority may be assisted by independent outside experts. The coordinator or beneficiaries must provide any information relevant to evaluate the impact of the action, including information in electronic format. 26.2 Consequences of non-compliance If a beneficiary breaches any of its obligations under this Article, the granting authority may apply the measures described in Chapter 5. CHAPTER 5 CONSEQUENCES OF NON-COMPLIANCE 56 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 SECTION 1 REJECTIONS AND GRANT REDUCTION ARTICLE 27 — REJECTION OF COSTS AND CONTRIBUTIONS 27.1 Conditions The granting authority will — at beneficiary termination, interim payment, final payment or afterwards — reject any costs or contributions which are ineligible (see Article 6), in particular following checks, reviews, audits or investigations (see Article 25). The rejection may also be based on the extension of findings from other grants to this grant (see Article 25). Ineligible costs or contributions will be rejected. 27.2 Procedure If the rejection does not lead to a recovery, the granting authority will formally notify the coordinator or beneficiary concerned of the rejection, the amounts and the reasons why. The coordinator or beneficiary concerned may — within 30 days of receiving notification — submit observations if it disagrees with the rejection (payment review procedure). If the rejection leads to a recovery, the granting authority will follow the contradictory procedure with pre-information letter set out in Article 22. 27.3 Effects If the granting authority rejects costs or contributions, it will deduct them from the costs or contributions declared and then calculate the amount due (and, if needed, make a recovery; see Article 22). ARTICLE 28 — GRANT REDUCTION 28.1 Conditions The granting authority may — at beneficiary termination, final payment or afterwards — reduce the grant for a beneficiary, if: (a) the beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed: (i) substantial errors, irregularities or fraud or (ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.), or (b) the beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants 57 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant (see Article 25). The amount of the reduction will be calculated for each beneficiary concerned and proportionate to the seriousness and the duration of the errors, irregularities or fraud or breach of obligations, by applying an individual reduction rate to their accepted EU contribution. 28.2 Procedure If the grant reduction does not lead to a recovery, the granting authority will formally notify the coordinator or beneficiary concerned of the reduction, the amount to be reduced and the reasons why. The coordinator or beneficiary concerned may — within 30 days of receiving notification — submit observations if it disagrees with the reduction (payment review procedure). If the grant reduction leads to a recovery, the granting authority will follow the contradictory procedure with pre-information letter set out in Article 22. 28.3 Effects If the granting authority reduces the grant, it will deduct the reduction and then calculate the amount due (and, if needed, make a recovery; see Article 22). SECTION 2 SUSPENSION AND TERMINATION ARTICLE 29 — PAYMENT DEADLINE SUSPENSION 29.1 Conditions The granting authority may — at any moment — suspend the payment deadline if a payment cannot be processed because: (a) the required report (see Article 21) has not been submitted or is not complete or additional information is needed (b) there are doubts about the amount to be paid (e.g. ongoing audit extension procedure, queries about eligibility, need for a grant reduction, etc.) and additional checks, reviews, audits or investigations are necessary, or (c) there are other issues affecting the EU financial interests. 29.2 Procedure The granting authority will formally notify the coordinator of the suspension and the reasons why. The suspension will take effect the day the notification is sent. If the conditions for suspending the payment deadline are no longer met, the suspension will be lifted — and the remaining time to pay (see Data Sheet, Point 4.2) will resume. If the suspension exceeds two months, the coordinator may request the granting authority to confirm if the suspension will continue. 58 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 If the payment deadline has been suspended due to the non-compliance of the report and the revised report is not submitted (or was submitted but is also rejected), the granting authority may also terminate the grant or the participation of the coordinator (see Article 32). ARTICLE 30 — PAYMENT SUSPENSION 30.1 Conditions The granting authority may — at any moment — suspend payments, in whole or in part for one or more beneficiaries, if: (a) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed or is suspected of having committed: (i) substantial errors, irregularities or fraud or (ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.), or (b) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant. If payments are suspended for one or more beneficiaries, the granting authority will make partial payment(s) for the part(s) not suspended. If suspension concerns the final payment, the payment (or recovery) of the remaining amount after suspension is lifted will be considered to be the payment that closes the action. 30.2 Procedure Before suspending payments, the granting authority will send a pre-information letter to the beneficiary concerned: - formally notifying the intention to suspend payments and the reasons why and - requesting observations within 30 days of receiving notification. If the granting authority does not receive observations or decides to pursue the procedure despite the observations it has received, it will confirm the suspension (confirmation letter). Otherwise, it will formally notify that the procedure is discontinued. At the end of the suspension procedure, the granting authority will also inform the coordinator. The suspension will take effect the day after the confirmation notification is sent. If the conditions for resuming payments are met, the suspension will be lifted. The granting authority will formally notify the beneficiary concerned (and the coordinator) and set the suspension end date. 59 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 During the suspension, no prefinancing will be paid to the beneficiaries concerned. For interim payments, the periodic reports for all reporting periods except the last one (see Article 21) must not contain any financial statements from the beneficiary concerned (or its affiliated entities). The coordinator must include them in the next periodic report after the suspension is lifted or — if suspension is not lifted before the end of the action — in the last periodic report. ARTICLE 31 — GRANT AGREEMENT SUSPENSION 31.1 Consortium-requested GA suspension 31.1.1 Conditions and procedure The beneficiaries may request the suspension of the grant or any part of it, if exceptional circumstances — in particular force majeure (see Article 35) — make implementation impossible or excessively difficult. The coordinator must submit a request for amendment (see Article 39), with: - the reasons why - the date the suspension takes effect; this date may be before the date of the submission of the amendment request and - the expected date of resumption. The suspension will take effect on the day specified in the amendment. Once circumstances allow for implementation to resume, the coordinator must immediately request another amendment of the Agreement to set the suspension end date, the resumption date (one day after suspension end date), extend the duration and make other changes necessary to adapt the action to the new situation (see Article 39) — unless the grant has been terminated (see Article 32). The suspension will be lifted with effect from the suspension end date set out in the amendment. This date may be before the date of the submission of the amendment request. During the suspension, no prefinancing will be paid. Costs incurred or contributions for activities implemented during grant suspension are not eligible (see Article 6.3). 31.2 EU-initiated GA suspension 31.2.1 Conditions The granting authority may suspend the grant or any part of it, if: (a) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed or is suspected of having committed: (i) substantial errors, irregularities or fraud or (ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, 60 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.), or (b) a beneficiary (or a person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant (c) other: (i) linked action issues: not applicable (ii) additional GA suspension grounds: not applicable. 31.2.2 Procedure Before suspending the grant, the granting authority will send a pre-information letter to the coordinator: - formally notifying the intention to suspend the grant and the reasons why and - requesting observations within 30 days of receiving notification. If the granting authority does not receive observations or decides to pursue the procedure despite the observations it has received, it will confirm the suspension (confirmation letter). Otherwise, it will formally notify that the procedure is discontinued. The suspension will take effect the day after the confirmation notification is sent (or on a later date specified in the notification). Once the conditions for resuming implementation of the action are met, the granting authority will formally notify the coordinator a lifting of suspension letter, in which it will set the suspension end date and invite the coordinator to request an amendment of the Agreement to set the resumption date (one day after suspension end date), extend the duration and make other changes necessary to adapt the action to the new situation (see Article 39) — unless the grant has been terminated (see Article 32). The suspension will be lifted with effect from the suspension end date set out in the lifting of suspension letter. This date may be before the date on which the letter is sent. During the suspension, no prefinancing will be paid. Costs incurred or contributions for activities implemented during suspension are not eligible (see Article 6.3). The beneficiaries may not claim damages due to suspension by the granting authority (see Article 33). Grant suspension does not affect the granting authority’s right to terminate the grant or a beneficiary (see Article 32) or reduce the grant (see Article 28). ARTICLE 32 — GRANT AGREEMENT OR BENEFICIARY TERMINATION 32.1 Consortium-requested GA termination 32.1.1 Conditions and procedure 61 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 The beneficiaries may request the termination of the grant. The coordinator must submit a request for amendment (see Article 39), with: - the reasons why - the date the consortium ends work on the action (‘end of work date’) and - the date the termination takes effect (‘termination date’); this date must be after the date of the submission of the amendment request. The termination will take effect on the termination date specified in the amendment. If no reasons are given or if the granting authority considers the reasons do not justify termination, it may consider the grant terminated improperly. 32.1.2 Effects The coordinator must — within 60 days from when termination takes effect — submit a periodic report (for the open reporting period until termination). The granting authority will calculate the final grant amount and final payment on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before the end of work date (see Article 22). Costs relating to contracts due for execution only after the end of work are not eligible. If the granting authority does not receive the report within the deadline, only costs and contributions which are included in an approved periodic report will be taken into account (no costs/contributions if no periodic report was ever approved). Improper termination may lead to a grant reduction (see Article 28). After termination, the beneficiaries’ obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply. 32.2 Consortium-requested beneficiary termination 32.2.1 Conditions and procedure The coordinator may request the termination of the participation of one or more beneficiaries, on request of the beneficiary concerned or on behalf of the other beneficiaries. The coordinator must submit a request for amendment (see Article 39), with: - the reasons why - the opinion of the beneficiary concerned (or proof that this opinion has been requested in writing) - the date the beneficiary ends work on the action (‘end of work date’) 62 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 - the date the termination takes effect (‘termination date’); this date must be after the date of the submission of the amendment request. If the termination concerns the coordinator and is done without its agreement, the amendment request must be submitted by another beneficiary (acting on behalf of the consortium). The termination will take effect on the termination date specified in the amendment. If no information is given or if the granting authority considers that the reasons do not justify termination, it may consider the beneficiary to have been terminated improperly. 32.2.2 Effects The coordinator must — within 60 days from when termination takes effect — submit: (i) a report on the distribution of payments to the beneficiary concerned (ii) a termination report from the beneficiary concerned, for the open reporting period until termination, containing an overview of the progress of the work, the financial statement, the explanation on the use of resources, and, if applicable, the certificate on the financial statement (CFS; see Articles 21 and 24.2 and Data Sheet, Point 4.3) (iii) a second request for amendment (see Article 39) with other amendments needed (e.g. reallocation of the tasks and the estimated budget of the terminated beneficiary; addition of a new beneficiary to replace the terminated beneficiary; change of coordinator, etc.). The granting authority will calculate the amount due to the beneficiary on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before the end of work date (see Article 22). Costs relating to contracts due for execution only after the end of work are not eligible. The information in the termination report must also be included in the periodic report for the next reporting period (see Article 21). If the granting authority does not receive the termination report within the deadline, only costs and contributions which are included in an approved periodic report will be taken into account (no costs/ contributions if no periodic report was ever approved). If the granting authority does not receive the report on the distribution of payments within the deadline, it will consider that: - the coordinator did not distribute any payment to the beneficiary concerned and that - the beneficiary concerned must not repay any amount to the coordinator. If the second request for amendment is accepted by the granting authority, the Agreement is amended to introduce the necessary changes (see Article 39). If the second request for amendment is rejected by the granting authority (because it calls into question the decision awarding the grant or breaches the principle of equal treatment of applicants), the grant may be terminated (see Article 32). 63 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Improper termination may lead to a reduction of the grant (see Article 31) or grant termination (see Article 32). After termination, the concerned beneficiary’s obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply. 32.3 EU-initiated GA or beneficiary termination 32.3.1 Conditions The granting authority may terminate the grant or the participation of one or more beneficiaries, if: (a) one or more beneficiaries do not accede to the Agreement (see Article 40) (b) a change to the action or the legal, financial, technical, organisational or ownership situation of a beneficiary is likely to substantially affect the implementation of the action or calls into question the decision to award the grant (including changes linked to one of the exclusion grounds listed in the declaration of honour) (c) following termination of one or more beneficiaries, the necessary changes to the Agreement (and their impact on the action) would call into question the decision awarding the grant or breach the principle of equal treatment of applicants (d) implementation of the action has become impossible or the changes necessary for its continuation would call into question the decision awarding the grant or breach the principle of equal treatment of applicants (e) a beneficiary (or person with unlimited liability for its debts) is subject to bankruptcy proceedings or similar (including insolvency, winding-up, administration by a liquidator or court, arrangement with creditors, suspension of business activities, etc.) (f) a beneficiary (or person with unlimited liability for its debts) is in breach of social security or tax obligations (g) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has been found guilty of grave professional misconduct (h) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed fraud, corruption, or is involved in a criminal organisation, money laundering, terrorism-related crimes (including terrorism financing), child labour or human trafficking (i) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) was created under a different jurisdiction with the intent to circumvent fiscal, social or other legal obligations in the country of origin (or created another entity with this purpose) (j) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed: 64 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 (i) substantial errors, irregularities or fraud or (ii) serious breach of obligations under this Agreement or during its award (including improper implementation of the action, non-compliance with the call conditions, submission of false information, failure to provide required information, breach of ethics or security rules (if applicable), etc.) (k) a beneficiary (or person having powers of representation, decision-making or control, or person essential for the award/implementation of the grant) has committed — in other EU grants awarded to it under similar conditions — systemic or recurrent errors, irregularities, fraud or serious breach of obligations that have a material impact on this grant (extension of findings from other grants to this grant; see Article 25) (l) despite a specific request by the granting authority, a beneficiary does not request — through the coordinator — an amendment to the Agreement to end the participation of one of its affiliated entities or associated partners that is in one of the situations under points (d), (f), (e), (g), (h), (i) or (j) and to reallocate its tasks, or (m) other: (i) linked action issues: not applicable (ii) additional GA termination grounds: not applicable. 32.3.2 Procedure Before terminating the grant or participation of one or more beneficiaries, the granting authority will send a pre-information letter to the coordinator or beneficiary concerned: - formally notifying the intention to terminate and the reasons why and - requesting observations within 30 days of receiving notification. If the granting authority does not receive observations or decides to pursue the procedure despite the observations it has received, it will confirm the termination and the date it will take effect (confirmation letter). Otherwise, it will formally notify that the procedure is discontinued. For beneficiary terminations, the granting authority will — at the end of the procedure — also inform the coordinator. The termination will take effect the day after the confirmation notification is sent (or on a later date specified in the notification; ‘termination date’). 32.3.3 Effects (a) for GA termination: The coordinator must — within 60 days from when termination takes effect — submit a periodic report (for the last open reporting period until termination). The granting authority will calculate the final grant amount and final payment on the basis of the report submitted and taking into account the costs incurred and contributions for activities 65 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 implemented before termination takes effect (see Article 22). Costs relating to contracts due for execution only after termination are not eligible. If the grant is terminated for breach of the obligation to submit reports, the coordinator may not submit any report after termination. If the granting authority does not receive the report within the deadline, only costs and contributions which are included in an approved periodic report will be taken into account (no costs/contributions if no periodic report was ever approved). Termination does not affect the granting authority’s right to reduce the grant (see Article 28) or to impose administrative sanctions (see Article 34). The beneficiaries may not claim damages due to termination by the granting authority (see Article 33). After termination, the beneficiaries’ obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply. (b) for beneficiary termination: The coordinator must — within 60 days from when termination takes effect — submit: (i) a report on the distribution of payments to the beneficiary concerned (ii) a termination report from the beneficiary concerned, for the open reporting period until termination, containing an overview of the progress of the work, the financial statement, the explanation on the use of resources, and, if applicable, the certificate on the financial statement (CFS; see Articles 21 and 24.2 and Data Sheet, Point 4.3) (iii) a request for amendment (see Article 39) with any amendments needed (e.g. reallocation of the tasks and the estimated budget of the terminated beneficiary; addition of a new beneficiary to replace the terminated beneficiary; change of coordinator, etc.). The granting authority will calculate the amount due to the beneficiary on the basis of the report submitted and taking into account the costs incurred and contributions for activities implemented before termination takes effect (see Article 22). Costs relating to contracts due for execution only after termination are not eligible. The information in the termination report must also be included in the periodic report for the next reporting period (see Article 21). If the granting authority does not receive the termination report within the deadline, only costs and contributions included in an approved periodic report will be taken into account (no costs/ contributions if no periodic report was ever approved). If the granting authority does not receive the report on the distribution of payments within the deadline, it will consider that: 66 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 - the coordinator did not distribute any payment to the beneficiary concerned and that - the beneficiary concerned must not repay any amount to the coordinator. If the request for amendment is accepted by the granting authority, the Agreement is amended to introduce the necessary changes (see Article 39). If the request for amendment is rejected by the granting authority (because it calls into question the decision awarding the grant or breaches the principle of equal treatment of applicants), the grant may be terminated (see Article 32). After termination, the concerned beneficiary’s obligations (in particular Articles 13 (confidentiality and security), 16 (IPR), 17 (communication, dissemination and visibility), 21 (reporting), 25 (checks, reviews, audits and investigations), 26 (impact evaluation), 27 (rejections), 28 (grant reduction) and 42 (assignment of claims)) continue to apply. SECTION 3 OTHER CONSEQUENCES: DAMAGES AND ADMINISTRATIVE SANCTIONS ARTICLE 33 — DAMAGES 33.1 Liability of the granting authority The granting authority cannot be held liable for any damage caused to the beneficiaries or to third parties as a consequence of the implementation of the Agreement, including for gross negligence. The granting authority cannot be held liable for any damage caused by any of the beneficiaries or other participants involved in the action, as a consequence of the implementation of the Agreement. 33.2 Liability of the beneficiaries The beneficiaries must compensate the granting authority for any damage it sustains as a result of the implementation of the action or because the action was not implemented in full compliance with the Agreement, provided that it was caused by gross negligence or wilful act. The liability does not extend to indirect or consequential losses or similar damage (such as loss of profit, loss of revenue or loss of contracts), provided such damage was not caused by wilful act or by a breach of confidentiality. ARTICLE 34 — ADMINISTRATIVE SANCTIONS AND OTHER MEASURES Nothing in this Agreement may be construed as preventing the adoption of administrative sanctions (i.e. exclusion from EU award procedures and/or financial penalties) or other public law measures, in addition or as an alternative to the contractual measures provided under this Agreement (see, for instance, Articles 135 to 145 EU Financial Regulation 2018/1046 and Articles 4 and 7 of Regulation 2988/9521). 21 Council Regulation (EC, Euratom) No 2988/95 of 18 December 1995 on the protection of the European Communities financial interests (OJ L 312, 23.12.1995, p. 1). 67 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 SECTION 4 FORCE MAJEURE ARTICLE 35 — FORCE MAJEURE A party prevented by force majeure from fulfilling its obligations under the Agreement cannot be considered in breach of them. ‘Force majeure’ means any situation or event that: - prevents either party from fulfilling their obligations under the Agreement, - was unforeseeable, exceptional situation and beyond the parties’ control, - was not due to error or negligence on their part (or on the part of other participants involved in the action), and - proves to be inevitable in spite of exercising all due diligence. Any situation constituting force majeure must be formally notified to the other party without delay, stating the nature, likely duration and foreseeable effects. The parties must immediately take all the necessary steps to limit any damage due to force majeure and do their best to resume implementation of the action as soon as possible. CHAPTER 6 FINAL PROVISIONS ARTICLE 36 — COMMUNICATION BETWEEN THE PARTIES 36.1 Forms and means of communication — Electronic management EU grants are managed fully electronically through the EU Funding & Tenders Portal (‘Portal’). All communications must be made electronically through the Portal, in accordance with the Portal Terms and Conditions and using the forms and templates provided there (except if explicitly instructed otherwise by the granting authority). Communications must be made in writing and clearly identify the grant agreement (project number and acronym). Communications must be made by persons authorised according to the Portal Terms and Conditions. For naming the authorised persons, each beneficiary must have designated — before the signature of this Agreement — a ‘legal entity appointed representative (LEAR)’. The role and tasks of the LEAR are stipulated in their appointment letter (see Portal Terms and Conditions). If the electronic exchange system is temporarily unavailable, instructions will be given on the Portal. 36.2 Date of communication The sending date for communications made through the Portal will be the date and time of sending, as indicated by the time logs. 68 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 The receiving date for communications made through the Portal will be the date and time the communication is accessed, as indicated by the time logs. Formal notifications that have not been accessed within 10 days after sending, will be considered to have been accessed (see Portal Terms and Conditions). If a communication is exceptionally made on paper (by e-mail or postal service), general principles apply (i.e. date of sending/receipt). Formal notifications by registered post with proof of delivery will be considered to have been received either on the delivery date registered by the postal service or the deadline for collection at the post office. If the electronic exchange system is temporarily unavailable, the sending party cannot be considered in breach of its obligation to send a communication within a specified deadline. 36.3 Addresses for communication The Portal can be accessed via the Europa website. The address for paper communications to the granting authority (if exceptionally allowed) is the official mailing address indicated on its website. For beneficiaries, it is the legal address specified in the Portal Participant Register. ARTICLE 37 — INTERPRETATION OF THE AGREEMENT The provisions in the Data Sheet take precedence over the rest of the Terms and Conditions of the Agreement. Annex 5 takes precedence over the Terms and Conditions; the Terms and Conditions take precedence over the Annexes other than Annex 5. Annex 2 takes precedence over Annex 1. ARTICLE 38 — CALCULATION OF PERIODS AND DEADLINES In accordance with Regulation No 1182/7122, periods expressed in days, months or years are calculated from the moment the triggering event occurs. The day during which that event occurs is not considered as falling within the period. ‘Days’ means calendar days, not working days. ARTICLE 39 — AMENDMENTS 39.1 Conditions The Agreement may be amended, unless the amendment entails changes to the Agreement which would call into question the decision awarding the grant or breach the principle of equal treatment of applicants. 22 Regulation (EEC, Euratom) No 1182/71 of the Council of 3 June 1971 determining the rules applicable to periods, dates and time-limits (OJ L 124, 8/6/1971, p. 1). 69 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 Amendments may be requested by any of the parties. 39.2 Procedure The party requesting an amendment must submit a request for amendment signed directly in the Portal Amendment tool. The coordinator submits and receives requests for amendment on behalf of the beneficiaries (see Annex 3). If a change of coordinator is requested without its agreement, the submission must be done by another beneficiary (acting on behalf of the other beneficiaries). The request for amendment must include: - the reasons why - the appropriate supporting documents and - for a change of coordinator without its agreement: the opinion of the coordinator (or proof that this opinion has been requested in writing). The granting authority may request additional information. If the party receiving the request agrees, it must sign the amendment in the tool within 45 days of receiving notification (or any additional information the granting authority has requested). If it does not agree, it must formally notify its disagreement within the same deadline. The deadline may be extended, if necessary for the assessment of the request. If no notification is received within the deadline, the request is considered to have been rejected. An amendment enters into force on the day of the signature of the receiving party. An amendment takes effect on the date of entry into force or other date specified in the amendment. ARTICLE 40 — ACCESSION AND ADDITION OF NEW BENEFICIARIES 40.1 Accession of the beneficiaries mentioned in the Preamble The beneficiaries which are not coordinator must accede to the grant by signing the accession form (see Annex 3) directly in the Portal Grant Preparation tool, within 30 days after the entry into force of the Agreement (see Article 44). They will assume the rights and obligations under the Agreement with effect from the date of its entry into force (see Article 44). If a beneficiary does not accede to the grant within the above deadline, the coordinator must — within 30 days — request an amendment (see Article 39) to terminate the beneficiary and make any changes necessary to ensure proper implementation of the action. This does not affect the granting authority’s right to terminate the grant (see Article 32). 40.2 Addition of new beneficiaries In justified cases, the beneficiaries may request the addition of a new beneficiary. 70 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 For this purpose, the coordinator must submit a request for amendment in accordance with Article 39. It must include an accession form (see Annex 3) signed by the new beneficiary directly in the Portal Amendment tool. New beneficiaries will assume the rights and obligations under the Agreement with effect from the date of their accession specified in the accession form (see Annex 3). Additions are also possible in mono-beneficiary grants. ARTICLE 41 — TRANSFER OF THE AGREEMENT In justified cases, the beneficiary of a mono-beneficiary grant may request the transfer of the grant to a new beneficiary, provided that this would not call into question the decision awarding the grant or breach the principle of equal treatment of applicants. The beneficiary must submit a request for amendment (see Article 39), with - the reasons why - the accession form (see Annex 3) signed by the new beneficiary directly in the Portal Amendment tool and - additional supporting documents (if required by the granting authority). The new beneficiary will assume the rights and obligations under the Agreement with effect from the date of accession specified in the accession form (see Annex 3). ARTICLE 42 — ASSIGNMENTS OF CLAIMS FOR PAYMENT AGAINST THE GRANTING AUTHORITY The beneficiaries may not assign any of their claims for payment against the granting authority to any third party, except if expressly approved in writing by the granting authority on the basis of a reasoned, written request by the coordinator (on behalf of the beneficiary concerned). If the granting authority has not accepted the assignment or if the terms of it are not observed, the assignment will have no effect on it. In no circumstances will an assignment release the beneficiaries from their obligations towards the granting authority. ARTICLE 43 — APPLICABLE LAW AND SETTLEMENT OF DISPUTES 43.1 Applicable law The Agreement is governed by the applicable EU law, supplemented if necessary by the law of Belgium. Special rules may apply for beneficiaries which are international organisations (if any; see Data Sheet, Point 5). 43.2 Dispute settlement 71 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 If a dispute concerns the interpretation, application or validity of the Agreement, the parties must bring action before the EU General Court — or, on appeal, the EU Court of Justice — under Article 272 of the Treaty on the Functioning of the EU (TFEU). For non-EU beneficiaries (if any), such disputes must be brought before the courts of Brussels, Belgium — unless an international agreement provides for the enforceability of EU court judgements. For beneficiaries with arbitration as special dispute settlement forum (if any; see Data Sheet, Point 5), the dispute will — in the absence of an amicable settlement — be settled in accordance with the Rules for Arbitration published on the Portal. If a dispute concerns administrative sanctions, offsetting or an enforceable decision under Article 299 TFEU (see Articles 22 and 34), the beneficiaries must bring action before the General Court — or, on appeal, the Court of Justice — under Article 263 TFEU. For grants where the granting authority is an EU executive agency (see Preamble), actions against offsetting and enforceable decisions must be brought against the European Commission (not against the granting authority; see also Article 22). ARTICLE 44 — ENTRY INTO FORCE The Agreement will enter into force on the day of signature by the granting authority or the coordinator, depending on which is later. SIGNATURES For the coordinator For the granting authority [--TGSMark#signature-994605603_75_210--] [--TGSMark#signature-service_75_210--] Jens Laustsen with ECAS id n002ii3i signed in the Participant Portal Signed by Christian STRASSER with ECAS id strasch as an authorised on 22/11/2022 at 12:23:27 (transaction id SigId-43373-c20FhDbGaTH representative on 23-11-2022 10:37:02 (transaction id SigId-58050-4 xfVgZfNGzpFvsRJ0MBeb9kRzXArcXZun0FVaHvIZNHbw3EOB9baGzvZ reDdb6zvwfI32UEe3L4ELOsai2SNJ1nK4Ug5zmUXdpby9BhzksnUq07 zrB2UvHVmwm0zwKezwuyym-jpJZscgsw0KzOcDzY5LHew0-xzy4MS1 rgNPpRVqeAVf9sHYQNG7FnOzbX0kIJe-jpJZscgsw0KzOcDzY5LHew0- pSXk36Hvq2m7rmPzWxZx1zLrbaM0RAZdsYOOFQmpzoQBccA80gL2 n7o8joInuTJc2AohYMl6D0ITgq2sxzvMjlM6NkRJdUDObWx6zzjUyRqd 16joK89puNXyzev4nOId7FPnk25I). Timestamp by third party at jLheNE0zkD1UcrK8HFBLN8m66pOulfC) 2022.11.22 12:23:33 CET 2022.11.23 10:37:06 CET 72 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 1 Programme for Environment and Climate Action (LIFE) Description of the action (DoA) Part A Part B Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 DESCRIPTION OF THE ACTION (PART A) COVER PAGE Part A of the Description of the Action (DoA) must be completed directly on the Portal Grant Preparation screens. PROJECT Grant Preparation (General Information screen) — Enter the info. Project number: 101102078 Project name: 6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive Project acronym: LIFE21-CET-CA-CAEPBD6 Call: LIFE-CET-2021-CAEPBD6-IBA Topic: LIFE-CET-2021-CAEPBD6-IBA Type of action: LIFE-PJG Service: CINEA/D/01 Project starting date: fixed date: 1 November 2022 Project duration: 60 months TABLE OF CONTENTS Project summary ......................................................................................................................................................3 List of participants .................................................................................................................................................. 3 List of work packages .............................................................................................................................................5 Staff effort ............................................................................................................................................................. 25 List of deliverables ................................................................................................................................................27 List of milestones (outputs/outcomes) .................................................................................................................. 45 List of critical risks ............................................................................................................................................... 46 2 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 PROJECT SUMMARY Project summary Grant Preparation (General Information screen) — Provide an overall description of your project (including context and overall objectives, planned activities and main achievements, and expected results and impacts (on target groups, change procedures, capacities, innovation etc)). This summary should give readers a clear idea of what your project is about. Use the project summary from your proposal. The overall objective of the Concerted Action EPBD is to foster exchange of information and experience among Member States and other associated countries (Norway) with regards to the implementation of the specific European Union legislation and policy on the energy performance of buildings, and in particular with regards to the transposition and implementation of the EPBD (DIRECTIVE 2018/844/EU) and the on-going revision of this directive. The specific objectives of the CA are to: 1. Enhance and structure sharing of information and experience from national implementation and promote good practice in activities of Member States for implementation of the Energy Performance of Buildings Directive (EPBD). 2. Create favourable conditions for faster convergence of national procedures on EPBD-related matters. 3. Develop a direct collaboration with the other two buildings-related Concerted Actions that were established within the IEE programme: the CA-RES, focussing on transposition and implementation of the Renewable Energy Systems Directive (DIRECTIVE 2018/2001/EU); and the CA-EED, focusing on transposition and implementation of the Energy Efficiency Directive (DIRECTIVE 2018/2002/EU), where National Energy Plans are expexted o include initiatives towards building energy efficiency. 4. Supplement the work of the Article 26 Committee and establish a dialogue with the European Committee for Standardization (CEN) in their work and implementation of standards to support the implementation of the zero carbon and life cycle calculations. 5. Support for European Member States and Norway to use National Renovation Plans to support progress on the EPBD implementation and increased renovation activities. As with previous instalments of the Concerted Action, CAV_EPBD will strive to result in a more harmonized approach, improved implementation and actual application of the EPBD in all the countries involved, as well as helping to disseminate best practices between the countries. LIST OF PARTICIPANTS PARTICIPANTS Grant Preparation (Beneficiaries screen) — Enter the info. Number Role Short name Legal name Country PIC 1 COO DEA ENERGISTYRELSEN DK 994605603 2 BEN OIB OSTERREICHISCHES INSTITUT FUR AT 933310333 BAUTECHNIK 3 BEN CSTC CENTRE SCIENTIFIQUE ET TECHNIQUE DE BE 999432129 LA CONSTRUCTION 4 BEN SEDA SUSTAINABLE ENERGY DEVELOPMENT BG 939008695 AGENCY 5 BEN MECI MINISTRY OF ENERGY, COMMERCE AND CY 938650086 INDUSTRY 6 BEN MIT MINISTRY OF INDUSTRY AND TRADE CZ 999810332 7 BEN BAFA BUNDESAMT FUR WIRTSCHAFT UND DE 909836430 AUSFUHRKONTROLLE 3 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 PARTICIPANTS Grant Preparation (Beneficiaries screen) — Enter the info. Number Role Short name Legal name Country PIC 8 BEN MEC MAJANDUS JA EE 963638450 KOMMUNIKATSIOONIMINISTEERIUM 9 BEN CRES CENTRE FOR RENEWABLE ENERGY SOURCES EL 999646014 AND SAVING FONDATION 10 BEN IDAE INSTITUTO PARA LA DIVERSIFICACION Y ES 994622093 AHORRO DE LA ENERGIA 11 BEN MOTIVA MOTIVA OY FI 950479042 12 BEN MTE MINISTERE DE LA TRANSITION ECOLOGIQUE FR 996384874 13 BEN MPGI MINISTARSTVO PROSTORNOGA UREDENJA, HR 953590123 GRADITELJSTVA I DRZAVNE IMOVINE 14 BEN EMI EMI EPITESUGYI MINOSEGELLENORZO HU 998707636 INNOVACIOS NONPROFIT KFT 15 BEN SEAI THE SUSTAINABLE ENERGY AUTHORITY OF IE 997611148 IRELAND 16 BEN ENEA AGENZIA NAZIONALE PER LE NUOVE IT 999988521 TECNOLOGIE, L'ENERGIA E LO SVILUPPO ECONOMICO SOSTENIBILE 17 BEN LRAM LIETUVOS RESPUBLIKOS APLINKOS LT 950938240 MINISTERIJA 18 BEN MEAT MINISTERE DE L'ENERGIE ET DE LU 898634676 L'AMENAGEMENT DU TERRITOIRE 19 BEN EM EKONOMIKAS MINISTRIJA LV 928511355 20 BEN MTIC MINISTRY FOR TRANSPORT, MT 950554023 INFRASTRUCTURE AND CAPITAL PROJECTS 21 BEN RVO MINISTERIE VAN ECONOMISCHE ZAKEN EN NL 972778178 KLIMAAT 22 BEN ITB INSTYTUT TECHNIKI BUDOWLANEJ PL 955708409 23 BEN ADENE ADENE - AGENCIA PARA A ENERGIA PT 950873638 24 BEN MLPDA MINISTERUL DEZVOLTARII, LUCRARILOR RO 950502225 PUBLICE SI ADMINISTRATIEI 25 BEN BOVERKET BOVERKET SE 933308587 26 BEN TSUS TECHNICKY A SKUSOBNY USTAV STAVEBNY SK 957873934 n.o. 27 BEN MZI MINISTRSTVO ZA INFRASTRUKTURO SI 952242696 28 AP NVE NORGES VASSDRAGS- OG NO 933343992 ENERGIDIREKTORAT 4 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 LIST OF WORK PACKAGES Work packages Grant Preparation (Work Packages screen) — Enter the info. Work Work Package name Lead Beneficiary Effort Start End Deliverables Package No (Person- Month Month Months) WP1 Project management and coordination 1 - DEA 39.00 1 60 D1.1 – Data Management Plan D1.2 – Public presentation on progress of CA 6 D1.3 – Extract LIFE KPIs D1.4 – Update LIFE KRIs WP2 Preparation of plenary meetings and Central 1 - DEA 88.25 1 60 D2.1 – Plenary Meetings, Agenda and 10 Teams liners D2.2 – Preparation reports for plenary meeting 01 D2.3 – Preparation reports for plenary meeting 02 D2.4 – Preparation reports for plenary meeting 03 D2.5 – Preparation reports for plenary meeting 04 D2.6 – Preparation material for In-depth workshop 01 D2.7 – Preparation reports for plenary meeting 05 D2.8 – Preparation reports for plenary meeting 06 D2.9 – Preparation reports for plenary meeting 07 D2.10 – Preparation material for In-depth workshop 02 D2.11 – Evolving strategic reports 5 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Work packages Grant Preparation (Work Packages screen) — Enter the info. Work Work Package name Lead Beneficiary Effort Start End Deliverables Package No (Person- Month Month Months) D2.12 – Public reports from Central Teams (first version) D2.13 – Public reports from Central Teams (second version) WP3 Participation in Plenary Meeting and In-depth 1 - DEA 78.20 1 60 D3.1 – Sessions Reports from plenary Workshops meeting 01 D3.2 – Sessions Reports from plenary meeting 02 D3.3 – Sessions Reports from plenary meeting 03 D3.4 – Sessions Reports from plenary meeting 04 D3.5 – Material from In-depth workshop 01 D3.6 – Sessions Reports from plenary meeting 05 D3.7 – Sessions Reports from plenary meeting 06 D3.8 – Sessions Reports from plenary meeting 07 D3.9 – Material from In-depth workshop 02 D3.10 – Coordinated Questionnaires D3.11 – Evaluation of plenaries WP4 Other collaboration structures / External 1 - DEA 37.95 1 60 D4.1 – Topic reports / Working Group Stakeholders results first set D4.2 – Report on Collaboration with CA EED and RES D4.3 – Presentation at events / other projects D4.4 – Stakeholder events 6 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Work packages Grant Preparation (Work Packages screen) — Enter the info. Work Work Package name Lead Beneficiary Effort Start End Deliverables Package No (Person- Month Month Months) D4.5 – Topic reports / Working Group results second set WP5 Communication and dissemination 1 - DEA 37.50 1 60 D5.1 – Communication and dissemination plan D5.2 – Updated visual identity templates D5.3 – Updating website D5.4 – Webzines & Newsflashes D5.5 – Brochure on impact of CA EPBD D5.6 – Brochure on impact of CA EPBD 2 WP6 Reporting 1 - DEA 32.40 1 60 D6.1 – Country Information for Database (first part) D6.2 – KIDs – Key Indicators & Decisions D6.3 – Country Information for Database (second part) D6.4 – Statements from countries on impact of project D6.5 – Electronic collection of project centre and public material 7 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Work package WP1 – Project management and coordination Work Package Number WP1 Lead Beneficiary 1. DEA Work Package Name Project management and coordination Start Month 1 End Month 60 Objectives Overall management of the project in a way that ensures maximum impact of the CA and a high quality and timely delivery of all technical deliverables. Ensuring coordination among Consortium Members in Contractors Meetings and implementation of key decisions related to the project Description Within the Danish Energy Agency (DEA), a Coordinator will be assigned as responsible for the general management of CA EPBD 6. This includes the management of the Management Team, the Contractors Meetings and the general communication with Partners, CINEA and DG ENER as well as the overall lead of all technical elements. The DEA will also be responsible for the financial and the legal management of the action on behalf of the CA EPBD 6 Consortium. The work will be carried out by a specially assigned Financial Management function in the DEA. In addition, there will be a function within the DEA in relation to legal elements. This legal function will also support the Coordinator in the overall management of the project. Task no 1.1: Overall coordination management of the project, (DEA) This task covers: • The management of the Grant Agreement and of the overall coordination of the work. • The technical development of the CA EPBD 6 including the coordination of the work, namely the thematic coherence between the topics discussed within the Central Teams. • The coordination of the Management Team (participation of CTMs is financed under WP2 and WP5 respectively). • The preparation / coordination of the CA plenaries and in-depth workshops (under WP2 and WP3), including the lead of opening and closing sessions. • The preparation and submission of periodic reporting to CINEA. Task no 1.2: Management of the Contractors Meeting, (DEA) The Contractors meeting is the main collaboration and decision forum for the project partners. This will be used where decisions about major changes in the project needs to be taken as well as to support the progress of the deliverables and other results. Participants will typically meet physically in connection to each plenary meeting. Virtual meetings can also be used as well as written procedures. DEA coordination leads the Contractors Meeting. Task no 1.3: Lead of the Management Team, (DEA) Under this task, the Coordinator will ensure: • The thematic coherence between the topics discussed within the Central Teams, including the thematic coherence between the topics discussed within the Central Teams. • The coordination of the Management Team (participation of CTMs is financed under WP2 and WP5 respectively). Task no 1.4: Financial management and control of the project, (DEA) The DEA will assign a Financial Management function for the project, to oversee the on-going budget, manage the registration of payments and perform other financial tasks as needed. This function will have a practical part and a controller part, which will ensure the internal DEA overall responsibility for the management and control of the CA EPBD 6 budget. In particular the controller is in charge of: • The control and management of the budget. • The practical handling of registration of all central payments from the CA, including but not limited to meeting costs, external participation and other payments of third parties. • Financial reporting to CINEA. • The Financial Manager will participate in Contractors Meetings when needed for coordination of financial issues and reporting. Task no 1.5: Contacts with CINEA and DG ENER on behalf of the project, (DEA) • Contacts with CINEA, including the submission of all reports and deliverables. 8 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 • Contacts with the EC and reporting to the Programme Committee (if required). • The control and management of the budget. • The practical handling of registration of all central payments from the CA, including but not limited to meeting costs, external participation and other payments of third parties. • The receiving of funding and all payments on behalf of the overall CA Coordination (DEA). • The collection and control of national cost statements. Task no 1.6: Implementation of all decisions from Contractors and Management Team, (DEA) The Coordinator with the help of the team of assistants and support functions is responsible for the implementation of decisions by the Contractors Meeting. The Management Team helps the coordinator in this task, together with all other elements on the technical progress on the project. Task no 1.7: Ensuring progress with the deliverables, (DEA) • Leading the preparation of technical reports and technical information, including coordination with the communication team under WP6. • For elements under the Central Teams, each Central Team Manager is responsible for such progress. • The individual partners and in particular the National Coordinator / contact is responsible for the progress on individual country deliverables, such as Country Reports and KIDs. Task no 1.8: Common LIFE program activities (DEA) Contribute, upon invitation by the Agency, to common activities related to information (like reporting on impact indicators), dissemination and visibility, and synergies with other LIFE and EU supported actions. 1 travel for participation in meetings after request by the DG ENER / CINEA is allocated for each year. Work package WP2 – Preparation of plenary meetings and Central Teams Work Package Number WP2 Lead Beneficiary 1. DEA Work Package Name Preparation of plenary meetings and Central Teams Start Month 1 End Month 60 Objectives Central Teams: Development and management of sessions, workshops and technical work within the different Central Teams. The Management Team Meetings will ensure the planning of sessions at plenaries, in-depth workshops and other technical events and deliverables. Each Central Team Manager (CTM) will be responsible for the strategic development of the work in connection with specific articles of the EPBD in their field of competence. Development of topics and engagement of experts. Practical management of Central Teams including working groups supporting meetings. Reporting of overall progress in each Team and related topics, including information material on each field / specified topics. The Central Team Managers, CTMs, will under the leadership of the Coordinator, also be responsible for the coordination and collaborations between these fields of competence. Support functions: Support functions ensure the preparation and maximum impact of sessions during the CA plenary and intermediate meetings, as to improve the impact of the preparatory work before and the reporting after meetings. The aim of these functions is to increase efficiency, transparency, and at the same time reduce the workload for the coordination and communication teams. Description 2.1. Central Teams (OIB, CSTS, BAFA, MEC, MOTIVA, SEAI, ENEA, ADENE) The Central Teams and their leaders will be responsible for the setup of sessions and other technical work in the CA EPBD 6 project and for the reporting from this work. Most technical issues will be handled under this work package and the participation of these CTMs in the management of the project including in the Management Team Meetings will be part of this work package. Each Central Team Manager (CTM) will be supported by a Central Team Assistant (CTA). Central Teams are indicated as Task 2.1.1 to 2.1.9. Additional support elements ensure the handling of the Plenary Meetings and In-depth Workshops etc. These support functions are described as Task 2.3.1 to 2.3.5. 9 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Further work, including the lead of the Management Team and the overall coordination, is described under work package 1. The Plenary Meetings and the participation of the National Experts are handled under work package 3. The Central Teams are set up with a very strong focus on the directive under revision in 2022 and 2023 as these indicate the major part of the work in the CA EPBD 6 project circle. They are, however, formulated in a broad manner, in order to adapt to changes coming in the revision process as well as handling the issues until the new provisions come into force. The teams are formed strongly based on the graph below, as presented by DG ENER, and it is set up so that multiple teams often will either work together on topics or complement each other under main topics; Renovation, Financing, Decarbonisation and Modernising & System Integration. Task 2.1.1: CT1 - National Renovation Action Plans / MEPS (BAFA, Germany) This Central Team is related to renovation of existing buildings. Major tasks include the areas of National Renovation Action Plans and Minimum Energy Performance Standards (MEPS) for existing buildings, as they are expected to become part of the revised EPBD directive. National Renovation Action Plans strongly link to targets for the building stock and activities linked to the CA EED. This work will therefore request collaboration also with the teams under CA EED. Minimum Energy Performance Standards, MEPS, are expected to become a central element of the renovation strategy and this team will handle the CA work on MEPS. The team will work as well with the development of these strategies as their full implementation. Evaluation of results will therefore be a central part of the work and also identification of measures that work, but also Long Term Renovation Strategies (until update of EPBD). The team will address as well residential buildings as non-residential buildings. Task 2.1.2: CT2- Renovation passports / EPCs (ADENE, Portugal) This central team is related to renovation of existing buildings and in particular to Energy Performance Certificates (EPCs). The link to and use of renovation passports as an active part of EPCs and development of action towards realisation of the savings identified will be important elements. Control systems will be needed to ensure the success of EPCs and in particular in their use connected to MEPS. Quality and needed training of experts and their role in minimum energy performance standards will therefore be some of the critical elements covered by this team. Realisation of proposals for improvement of buildings will be linked to finance and this again links to requirements for good quality. Finally, the team will work in connection to databases for registration of EPCs and their use in the perspective of getting better data for buildings and energy performance. The team will work with as well certification in connection to sale or rental of buildings, but also with the regular certification of, for instance, public buildings. Task 2.1.3: CT3 - Deep renovation and renovation passports (OIB, Austria) This central team is linked to as well renovation for existing buildings as for finance. Some key elements in the work are the definition and targets for deep renovations and the need for renovation passports for existing buildings in order to reach those targets. The team will also work with inspection schemes related to renovation of buildings and to finance. Central elements would be deep renovation standards, examples and renovation passports. Deep renovation of buildings will be a voluntary measure to go beyond the normal requirements and this team will work with needed incentives and organisation to go beyond the minimum energy performance standards. The team would also be responsible for elements of general renovation and improvement of individual buildings as well for the building shell as for the Technical Building Systems (TBS). Task 2.1.4: CT4 - Finance (MOTIVA, Finland) This Central Team focuses on financial aspects of the renovation wave and in particular in connection to the renovation and improvement of existing buildings. Work will include as well private finance as finance from European funds and national funding. A special need is collaboration with the European Investment Bank, which is expected to be in regular interaction with the project at Plenary Meetings. Issues like bundling of investments, third party financing / energy service companies and smart finance will be topics under this Central Team. The team will also work with the relation of finance to other incentives for existing buildings. The work would include energy poverty, one-stop shop elements and policy packages etc. in collaboration with other relevant teams. The team mainly focuses on existing buildings, but the team would also occasionally work with smart finance and finance of new highly efficient buildings. The team will also work with information activities and other incentives. Task 2.1.5: CT5 - Decarbonization / Zero emission buildings (ENEA, Italy) This central team will work on the agenda of decarbonisation of heating, including zero emission buildings, zero carbon renovation and phasing out of existing fossil fuels in the whole building sector. The work will be supporting phasing out individual heating based on fossil fuel in form of natural gas and fuel oil. Topics will include a new legal basis for national bans of products or systems using fossil fuels. Systems using renewable energy sources such as biofuels will be targeted as well as zero carbon districts, which is a topic that will include collaboration with CA RES. Definitions systems on RES, nearby production or on-site will be part of the work, in collaboration with CT 6 on Calculations and life cycle assessment. 10 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Task 2.1.6: CT6 - Calculations and life cycle (MEC, Estonia) This Central Team would be mainly linked to decarbonization, calculations and standards. This includes life cycle calculations, for carbon and energy, general calculation procedures and standards. Development of frameworks and definitions of for instance primary energy factors will be targeted by this team. The team will further work with cost efficiency, cost optimality and their implication on zero carbon buildings. Work on these rules are expected to cover as well definitions and methods for new buildings as the application on existing buildings or the use in for instance EPCs. The team will also handle some technical elements. The team will also look at cost optimisation and combination with other matrixes for calculation including non-energy related matters. CEN standards in general is handled by this team and in particular when it comes to energy performance standards and life cycle calculations. Task 2.1.7: CT7 - Smart buildings and system integration (CSTC, Belgium) This Central Team will mainly be active on the focus area “Modernisation & System integration”. The team would be strongly related to smart buildings and systems. This includes the smart readiness indicator and demands for smart systems. The upgrade of existing technical buildings systems would be included too. One of the next large steps in the EPBD implementation will be the entry into force of the requirements on Building Automation and Control system in 2025. A lot of preparation work is still necessary in most MS to have a fully operational regulation by then. Many synergies can be found with the Technical Building System requirements and smart finance. Task 2.1.8: CT8 - Buildings codes and technical requirements (SEAI, Ireland) This Central Team would be linked to cross cutting for multiple focus areas including the use of building codes as well for new buildings as for existing buildings. Some elements handled by the team are linked to NZEB definitions and the development of these as well before and after the revision of the EPBD directive. Elements on indoor air quality, ventilation and other technical building system requirements will be part of the work in connection to the respective teams on new and existing buildings. Demands handled in this team will cover as well overall performance as individual component requirements for as well building parts as for systems. Finally, the team will be responsible for electric mobility requirements although some of this work are expected to be done by or in collaboration with a topic leader. Task 2.1.9: CT9 - Information and other complementary activities (DEA, Denmark) This Central Team would be integrated in the Communication Team and the Coordination. The Communication Team would be assisting with sessions on information, campaigns and other tools such as one-stop shops in particular in collaboration with the finance team. Further, the DEA Coordination will complement with some sessions where these fall between or outside the scope of other CTM teams. Some of the sessions organised by this complementary team will be part of this process. Task 2.1.10: - Finalising the areas of the Central Teams (all central teams and coordination / DEA Denmark) The development and the start of the CA EPBD 6 happens in a transition period where the new version of the EPBD directive is not yet fully known. The individual teams should reflect as well the new version of the directive as well as the old version including the amendments from 2018. This should ensure a rational as well as an even workload between the teams. The final definition of the 9 teams will therefore be finalised as part of the start-up of the project and the intention is to evaluate and adjust throughout the project in order to continue to maintain an even and reasonable share of workload between the teams, while being able to develop interesting topics. This process also aims to take into account the individual experience, interests and strengths of each of the CTM teams. The final description of the teams will be included in a small document which is uploaded to Glasscubes in order to inform all experts and to give interests to be part of a Team or even a CTM working group. The final description of each teams will further be part of the relevant Evolving Strategic Report (in task 2.3). Task 2.2: Participation in Management Team Meetings (all Central Teams) The Management Team is responsible for the set-up of the CA Plenary Meetings and for the selection of topics as well as the coherent coordination of these topics. It is the main forum for the overall technical coordination of the project. The Management Team includes all Central Team Managers, the Support Functions and the Coordinator. The CINEA and the EC are invited to all meetings. The Coordinator will lead these meetings. The Communication Manager and the Technical Assistant will assist the Coordinator in setting up these meetings and will report actions, decisions and conclusions and support the Coordinator in the implementation of these decisions. Material and decisions will be approved by the Coordinator and shared with CTM’s within 15 working days following each meeting. Further assistance will be set up in order to support general logistics of the CA and the interactive communication issues (further elaboration in connection to information and web aspects). The Management Team will meet face-to-face in connection to CA Plenary Meetings and In-depth Workshops (typically in the afternoon of the day before) and once in between, 4-5 months in advance of each CA Plenary Meeting / In-depth Workshop and for closing the project, meaning a total of 17 face-to-face meetings are expected. Additional meetings in connection to other meetings such as open events or study tours can be set up, but are not included in the budget. Further 11 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 meetings will be set up as short web meetings, which could also potentially be the case for the planned preparation meetings. For Management Team Meetings organised in connection with CA Plenaries, the Assistants and the Junior Rapporteurs will be invited to attend the meetings. Other CAs (CA EED or CA RES) will be invited to Management Team Meetings for coordination, but depending on own budgets for travel costs. Other CA members can be invited to participate in a Management Team Meeting. This includes among others Assistants, the Junior Rapporteurs and Working Group Leaders. Only the 9 CTMs (Central Teams and Communication & Dissemination Manager) and the Coordinator will be formal members and have voting rights in case of voting. In case of a tie, the vote of the Coordinator will be decisive. The time needed for the CTM’s to participate and prepare for these meetings is included in the relevant WP’s (WP2 and WP6). The Coordinator will be supported by a Technical Assistant for the day-to-day technical tasks, communications between participants and for preparing minutes and reports of the proceedings. The Technical Assistant and the Financial Management function will take part in the quality assessment of the project. The Technical Assistant will participate in all Management Teams meetings and take minutes / decisions on actions and follow up activities. Financial and administrative support will be done internally in the DEA including all formal contractual aspects, detailed budgets, payments and financial management issues. Task 2.3 Evolving Strategy Reports (all central teams) The evolving strategy reports are a key element in the selection of sessions and in keeping tract on the progress of each of the Central Teams. Each CTM is responsible to develop the respective report and to keep them updated after each Plenary Meeting of the CA EPBD 6. They contain a list of possible future topics, a list of held sessions and some prioritisation of sessions as well as to key guidelines for the work. The topics for the future sessions can come directly from partners, individual experts, from brainstorming sessions or from the last minutes of sessions, where participants will discuss future ideas e.g. for continuation of discussions or elements to complement the session. Each report will also include how to separate from the other Evolving Strategy Reports as well as ideas for collaboration with other teams. First version of the report will be developed up to the first Plenary and ideas from the Plenary will help to form the first version. After each Plenary / In-depth Workshop, the CTM will update the Evolving Strategy Report including held sessions and new proposals for future sessions or new prioritising. The reports will help to ensure transparency, involvement and collaboration. Selection of topics for Plenaries and In-depth Workshops will first of all be based on the Evolving Strategy Reports. Working groups will play an important role in defining topics, in preparation and also in developing new ideas. CTM working group members must come from different countries and cannot come from the same country as the CTM. These should help in collecting ideas from other partners / experts and in having a deeper discussion of possible areas for the work. The work of the CTM working groups are reported through the updates of the Evolving Strategy Reports. These reports are for internal use only, but the aim is that all experts can see these reports and also be able to come up with proposals for new topics to sessions to be included. All national expert teams and in particular the National Coordinators will be requested to give proposals for topics for sessions. This will happen through sessions (at the end of sessions), at special sessions or through all normal communication canals (such as email or through Glasscubes). Proposals should be given to the relevant team or in case the expert is in doubt they can be given to the Coordinator and his team. The Central Team Managers will then include in the Evolving Strategy Reports and take care of the prioritization of these according to relevance for the Member States, e.g. through voting / adding stickers. In CA EPBD 6, it will be experimented with other structures for collection such as through Glasscubes and through posters at Plenary Meetings as it is know from CA EED. Task 2.4 Support Functions Task 2.4.1: Support Function 1 - Central coordination of questionnaires (DEA) The preparation of sessions during Plenaries usually requires sending questionnaires to National Coordinators in order to collect specific input reflecting the national situation. It is important to streamline the sending of these questionnaires to avoid overloading the National Coordinators, overlapping requests and ensure the highest impact. Therefore, as it was the case in CA IV and CA V, CA 6 will include a Support Function to centralise the sending of questionnaires, developed in closely collaboration with the CTMs. 12 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 It will be investigated if a central database including all questionnaires and answers can be developed. This Support Function will be led / monitored by the Coordinator and his Assistant. The questionnaires in CA EPBD 6 will support quantitative assessments, other elements that cannot be assessed in the workshops, for documentation of progress in implementation in the Member States. The Assistant of the Coordinator will lead this function. The development of the questionnaires should be a task that involves collaboration with or is based on requests and involvement from the responsible Central Team Manager (CTM). An attempt will be made to develop a central database collecting the questions and linking to the answers from the coordinated questionnaires. It will be investigated to which extent the questionnaires and links to answers from previous CAs such as CA IV and V where these questionnaires were harmonised and centralised too can be included. The aim of this organisation is to avoid duplication and to ensure that previous results are reused and complemented instead of repeated. In case a question is repeated in a new questionnaire, the database should help to identify the previous material so that it could perhaps be possible to analyse the change in responses. The database of questionnaires further supports the reporting. The database could be a simple list where each question would be registered including date, questionnaire and which countries answered plus a link to where the results can be found in Glasscubes. This will be seen in connection to task 2.4.3 and other IT solutions. Task 2.4.2: Support Function 2 - Electronic registration (DEA) The CA EPBD 6 will make further use of electronic registration and electronic meeting facilities. This includes development of an automatic registration system based on a database structure and with access through the website / Glasscubes. A system will be developed for direct registration of experts at Plenary Meetings and also for online management of information for experts and national contacts. The aim is at the same time to provide better transparency, a possibility to easily correct, manage as well as to reduce the work in handling these registrations. The system will be based on the evaluation of the experiences with online registration from the previous CAs (evaluated by a working group) and a wish to increase the feedback to participants and ensure compliance with GDPR. This system will be developed through a subcontract at the beginning of the CA EPBD 6. A company will be selected through a small tender process. The system will be based on a database tool and will also include maintenance of the general registration of CA experts, which will give National Coordinators right to include new national attendees, remove experts from the team and to have an overview of registrations in general and for meetings. Due consideration will be given to the protection of personal data. Rules for the handling of data, storage, protection and deletion will be set by the start of the project to ensure the registration will comply with as well EU legislation as national rules. Task 2.4.3: Support Function 3 - Logistical arrangements for meetings (DEA) Costs for venues and experts per diem packages will be handled centrally under a budget under WP 3 by the DEA, as it was the case in the last part of the previous CAs. This has simplified the organisation significantly and is also expected to contribute to keeping the meeting allowance per experts at the ceiling of 1,000 euro per meeting plus indirect costs. In case some Plenary Meetings or In-depth Workshops are held as virtual events, the Coordination and Communication Team will be supporting such events. Here, some of the resources (budget and time) allocated for the physical venues will instead be used to ensure the high-quality facilitation of such meetings through external professional support. This external contract is to ensure smooth running of the meeting and immediate response to technical issues as well as training and handling of invitations. It also includes the necessary licenses (virtual venue / tools). In case meetings, plenaries and open events will be held as hybrid meetings, a part of the meeting budget will be used to ensure web transmission, for instance for a closed audience (for Plenary Meetings). It will also be made possible for external presentations and this will among other things be used for external speakers in the last part of the project as it is found that impact in many cases neither justify use of time nor costs by bringing speakers to the venue. The virtual meetings have documented that this can be done efficiently from distance and that this can even be beneficial for confidentiality reasons. It has, however, also documented that the virtual meetings in the CA EPBD are not as efficient as the physical ones and lack elements that are crucial for the CA EPBD collaboration. This way, the virtual meetings should only be used to a limited extend. Task 2.4.4: Support Function 4 - Workshop preparation and creative moderation (RVO) This function will provide support for the preparation of more interactive sessions during CA EPBD 6 meetings, one or more training workshops in creative sessions and some lead of sessions or help in facilitation. 13 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 As part of the development of CA EPBD 6, sessions will increasingly focus on interaction between all experts. Most countries have experiences in almost all fields of the EPBD and lessons are often learned by interaction and improvement of existing systems, and not by copying a few examples / partners, which have deeper experience. This often request more interactive sessions / workshops. In order to enable this development, a professional moderator with extensive experience of creative sessions from the RVO will provide support for moderators. This expertise will give input to planning of sessions, practical setup and to different methods to involve participants more actively. This support will include a moderator present at each CA Plenary Meeting and helping or leading workshops in collaboration with the Central Team Managers or other session leaders. This support will develop monitoring skills by example and by doing and will also support the transition of Concerted Action 6 as a more interactive forum. This can further support creative and interactive sessions by training sessions for Central Team Managers, Central Team Assistants, Junior Rapporteurs and potential session moderators. Such sessions could be planned in connection to physical Management Team Meetings. Task 2.4.5: Support Function 5 – Support for Reporting (subcontract by DEA) The CA EPBD 6 is a special structure continuing the support for the reporting of sessions on CA Plenary Meetings and In-depth Workshops. This will complement the current structure with preparation notes for the meetings and the conclusion / reporting from sessions. This function will be set up in connection to one of the Central Teams (as it was the case in CA IV & V and monitored by the Coordinator and his Assistant). A minimum of three Junior Rapporteurs (native / fluent English speaking and writing) will be present at all CA meetings and will take the meeting reports from each stream and all sessions. Furthermore, these Junior Rapporteurs will generally support the proceedings and functions of these meetings. This will allow for combination of multiple sessions / workshops in one reporting document. The reports from CA Meetings (streams including sessions and workshops) need to be sent for review by the CTM within 3 weeks of the CA Meeting and finished for circulation among participants one and a half months after the CA Meeting. These Junior Rapporteurs will further support practical issues around sessions and the CA Meetings in general and can also be included in work on the development of country material. The Junior Rapporteurs will need to have a relevant background in the field of energy performance of buildings. The Assistant of the Coordinator or one of the CTM’s will lead and control the work of these experts. Work package WP3 – Participation in Plenary Meeting and In-depth Workshops Work Package Number WP3 Lead Beneficiary 1. DEA Work Package Name Participation in Plenary Meeting and In-depth Workshops Start Month 1 End Month 60 Objectives The Plenary Meetings are key to the success of the CA EPBD 6 and this WP shall ensure the participation of and sharing of experience between experts from all CA countries. The key objective is to ensure the possibility for 3 national experts per Member State to participate in each plenary meeting and 2 experts for each in-depth workshop. Description All partners (DEA, OIB, CSTC, SEDA, MECI, MIT, BAFA, MEC, CRES, IDEA, MOTIVA, MTE, MPGI, EMI, LRAM, MEAT, EM, MTIC, RVO, ITB, ADENE, MLPDA, BOVERKET, TSUS, MZI) WP 3 relates to the preparation for and the participation in the six CA plenary Meetings for each partner. Each country will have the possibility to send three national experts to each CA plenary meeting. Costs for these experts will be paid by the CA EPBD 6 budget, including personnel costs, travel and accommodation costs, meeting fee and per diem costs. The three supported experts will allow each country to be present at each session or workshop as three parallel sessions are expected at every meeting. Countries are free to send further experts at their own costs. The CA EPBD 6 will, however, cover venue facilities also for a few additional experts from each country. Costs for organisation, venues and reporting will be covered by other work packages (WP2, WP4). 14 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Task 3.1 Participation in plenary meetings (All Partners plus NVE) Frequent and well-organised CA Plenary Meetings are central to the success of the Concerted Action. A meeting every six months seems to be the right frequency to ensure sufficient interaction between experts and also to ensure sufficient progress between meetings both for teams and for national implementation. CA EPBD 6 is therefore built on a structure with nine CA Plenary Meetings or In-depth Workshops over 60 months. The Coordinator supported by the Management Team shall select the location of each Plenary Meeting and In-depth Workshop under silent approval by the CINEA and Contractors Meeting. The locations to be selected should offer easy access from all participating countries, within reasonable travel time and cost, but also aim at having interaction and presence in different countries over time. Preference will therefore be given to locations that will also organize a complementary local event just prior or just after the plenary meeting, not covered by the CA budget, and where CA participants can offer a significant “European added value” that may be useful for the advancement of EPBD implementation locally or regionally. CA Plenary Meetings will start with a plenary session of interest to all experts and end with a plenary session where the main conclusions and actions from each stream are summarised. This format is similar to the structure used in the previous CAs. In the CA EPBD 6, the organisation of sessions will be based on the Central Teams Evolving Reports; and there will be emphasis on workshops that takes the form of multiple sessions. Compared to the previous editions of the CA, there is a need to have a more flexible structure under CA EPBD 6. This structure needs to be able to change, adapt, experiment and encompass significant differences in implementation, but at the same time, it needs to give the responsive and stable structure to the implementation of the EPBD. Each CA Meeting will include a full set of sessions on both days of interest for members of each of the basic Central Teams; sessions will vary but still aim for countries to be able to cover the whole Plenary with 3 experts. It is the aim to work towards having more and more interactive sessions as well as involving a larger part of the CA experts into the management of tasks or themes. Support will be set up for theme leads and multiple sessions and workshop leads under WP4. It is the responsibility of the National Contact Person (NCP) to select at team, which can cover the relevant topics, and it is the responsibility of individual experts to participate actively in these meetings and sessions, sharing experience, interact with other teams and to bring home information and use this in the national context. All shall aim at supporting the full implementation of the EPBD and maximizing the results. Task 3.2 Participation in In-depth Workshops (DEA / all partners plus NVE) Some of the Plenary Meetings can / will be replaced by In-depth Workshops. These have a structure, which can vary, but typically they will only have two parallel streams and they might not have a closing or opening session. Furthermore, they can be combined with study tours or other elements of collaboration. In-depth Workshops might be set up similarly to Plenaries, but only with two parallel sessions and with two experts from each country, but the structure for In-depth Workshops is freer than for Plenaries. In-depth Workshops can also be shorter than Plenaries and they will focus on a more limited set of topics. The same role apply for national contact persons as for national experts for Plenaries. Task 3.3 Presentation of status for implementation (All Partners plus NVE) All partners and countries will support the preparation and execution of Plenary Meetings and In-depth Workshops. This includes filling in questionnaires deemed important for the preparation of topics and especially new elements. It further includes presenting results at specific sessions giving an overview on implementation or presenting lessons learned or other takeaways from the implementation. Countries / partners should also volunteer for active roles such as session leads or organization of session elements. It is the responsibility of the individual expert and in particular the national contact person to contribute with national experience through the lead, through presentations or active participation in general. Task 3.4 Reporting from sessions (DEA / all central teams) With the help of the support function, Junior Rapporteurs and the review by the Central Teams under Work Package 2, the Plenaries, In-depth Workshops and the included sessions will deliver reports from sessions. Each report will be on 7-10 pages and will include highlights, lessons learned and conclusions from each session. These will be for internal use in the CA and they will ensure that information and lessons learned from sessions will stay available for all participants 15 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 in the project also after the plenaries have been concluded. Session reports will further help to feed into new sessions, which can follow on similar topics. Together with other session material such as presentations and results of questionnaires, session reports will be uploaded to Glasscubes under each Plenary Meeting or each In-depth Workshop. Material will be organised in a session-by-session format, which makes it easier for the experts to go back and investigate the results and material presented for each topic. Reporting from sessions will also include the slides provided for the closing plenary. These will be uploaded under each meeting under ‘opening’ and ‘closing’ together with other material from the plenaries. Most other Work Packages will support the setup of CA Plenary Meetings. Especially the Management Team under WP2 will lead the work on each of the Central Cutting Teams. Technical development and plenary sessions by Technical Coordinator is under WP2. While WP2 further will provide support functions such as reports, questionnaires and IT support, WP 4 will support with topic leaders and WP4 will also coordinate with other CA’s, projects and stakeholders. The communication under Work Package 5 will help informing about the meetings as well as on the results obtained in each part of the meetings. Work package WP4 – Other collaboration structures / External Stakeholders Work Package Number WP4 Lead Beneficiary 1. DEA Work Package Name Other collaboration structures / External Stakeholders Start Month 1 End Month 60 Objectives Other forms of collaboration during and between CA meetings. The aim is to involve more partners in the development of sessions and these will also to contribute to develop specific material for the CA. There will also be interaction and collaboration with other CA’s for RES and EED. Further, there will be coordination with CEN, EU-funded projects and other relevant stakeholders and initiatives at EU and national level in order to maximise the impact of the CA beyond its immediate audience. Finally, there will be interaction with other countries and regions. Description All partners (DEA, OIB, CSTC, SEDA, MECI, MIT, BAFA, MEC, CRES, IDEA, MOTIVA, MTE, MPGI, EMI, LRAM, MEAT, EM, MTIC, RVO, ITB, ADENE, MLPDA, BOVERKET, TSUS, MZI) This Work Package is set up to support other structures to increase the outcomes of the CA EPBD 6 project. First of all, these are structures which support and complement the outcomes of Plenary Meetings and In-depth Workshops. This includes Working Groups and topic leads. Further, it supports the results which can be achieved in collaboration with the other CA’s for EED and RES, including joint workshops and collaboration structures. Finally, it supports results which can be achieved through collaboration with other projects and with countries outside Europe. The budget for WP5 is set aside within the budget of the Coordinator, DEA, to be allocated on a case by case basis according to the actual assignment of the work. Approval of the distribution of funds is to be made by the Coordinator and the Management Team, and approved by the Project Advisor designated by the CINEA. Activities to support and complement sessions at Plenary Meetings: Some additional activities will support the development of session, workshops and side visits as well as support complementary results. These will include Session Leaders, Working Groups and Study Groups. These structures also aim at including further countries / partners in the development of the CA. The work in these structures will therefore prioritise experts not coming from the partners who are involved in the Management Team, as long as experts volunteer for the work in Working Groups / Study Groups and Session Leaders. It is the aim that all countries and especially those not represented in the Management Team come forward with experts for these groups. Task 4.1 Topic leaders: (all partners plus NVE) Topic Leaders will support the development of sessions for Plenaries and study tours. They will allow partners who are not represented in the Management Team to take actively part in the development of the CA EPBD and in specific 16 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 development of sessions. Topic leaders will work independently, but under guidance of CTMs or the Management Team or the Coordinator. Topic leaders will be experts that volunteer to lead specific work in the CA EPBD including leading of multiple sessions. Usually, the topic leader will lead at least 3 sessions. Normally, these will be spread over multiple plenaries. Topics for topic leaders will be developed in collaboration with the Management Team. These topics can either be supporting specific Central Teams or they can be complementing the CTM structure, for instance by handling a specific group of topics which falls outside the experience of the Central Team Managers. Alternatively, it can be done within a specific part of the work in order to reduce the work for CTMs who have a high workload. Leading of an individual session or a couple of sessions ad hoc will be seen as the obligation of all partners and will not qualify for a topic lead. It needs to be an independent role and it needs to cover a cluster of sessions. Topic leaders need to report their efforts and results in a small topic report. Topic leaders can be allocated up to 15 days of work and topics could be joint with other CA projects (EED and RED). Tasks 4.2 – Working Groups: (all partners plus NVE) Working Groups will support work going on between Plenaries and should support discussions at plenaries, In-depth Workshops or study tours. They can further develop material which complement the work in sessions. They will focus on one or more specific topics where additional work is needed to develop material for or on the basis of discussions in sessions and workshops. There will be two types of Working Groups: First, CTM Working Groups, which will help Central Team Managers to develop the work of their teams, selection of topics and preparation of sessions. Second, Topic Working Groups / Study Groups, which will be focused on one or more specific topics and or development of material, which can support or complement sessions. The idea with Working Groups is to include more countries and experts to develop sessions and to develop material beyond the preparation reports and final reports from sessions. This can for instance be a database with examples, a report of a specific challenge, a comparison between countries or a review of specific policies or examples. Each of the CTMs can set up a CTM working group covering multiple Plenary Meetings, but members must come from different partners as the CTM. For Topic Working Groups, the Management Team Meeting selects topics for such working groups, but all CA experts can come up with proposals for topics for Working Groups. Working Groups must be reported either through the CTM work / Evolving Strategic Reports or through a specific report or outcome. Each member of a Working Group will get 4-5 extra days for the work in this group on top of the general allocation for the Plenary Meetings, with a possibility of a couple of days more for the lead of the Working Group. Normally, the range is within a maximum of 15 days per WG. CTMs will not get additional days for the participation or led of CTM working groups. Usually, the members for Working Groups are expected to be part of the national expert teams and therefore travel costs are normally not provided. General conditions for Working Groups and Topic Leaders: In general, the members of Working Groups will come for the groups of CA Experts, National Contacts or from the Management Team, but external experts can be involved in this work under specific approval of the Management Team Meeting and the CINEA. Except for the Joint Working Groups, however, there is no specific budget foreseen for travel in these groups. Additional meetings are expected to be held virtually. In special cases, the steering group can approve additional travel under approval by CINEA. The Coordinator, subject to CINEA approval, can approve Working Groups and specific rules for Working Groups between Management Team Meetings. These approvals for specific rules as for Working Groups in general will later be discussed during the Management Team Meeting and presented for the Contractors Meeting for approval. Working Groups can only start when there is a clear definition of aims, work and share of responsibilities / criteria for payments of members and leaders of the groups. Budget for all Working Groups is from the start allocated by the DEA, but will move to the respective partners when Working Groups are formed. Payments of WG members will be a part of the periodic reporting. Task 4.3 Activities to support the collaboration with other CAs: (DEA / all partners) Over the past, it has been clear that there are overlaps between the CA EPBD, CA EED and CA RES leading to the possibility of double work and lost opportunities unless there is a close collaboration between the three Concerted Actions. In the past, this has included joint workshops, mutual participation, Joint Working Groups and general coordination. With the revision of the directives and the implementation of Fit for 55 and the REPowerEU, the need for coordination seems to increase even further. Task 4.4 - Joint Working Groups: (all partners) 17 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 A Joint Working Group can be established as a way to work together with another CA (RES or EED or both). Members will be from multiple CAs, but each CA will in general be responsible for remuneration of their own experts. These Working Groups focus on topics, which are common for at least two CAs and will allow for more substantial collaboration work between the CAs. It is expected that members of such a Working Group would collect information from the CA EPBD and/or from the other CAs. As a result, reporting or outcomes would be of interest for more than one CA. Topics for such Working Groups will be selected by the Management Team Meeting or the Coordinator in close collaboration with the other CA Coordinators / Steering Groups (CA Coordinators). There are topics for Joint Working Groups in areas where there are clear overlaps with the other CAs such as renovation strategies, smart elements, integrated renewable energy, finance, public buildings or consumer behaviour. Each of these Joint Working Groups will be handled individually depending on the needs in the collaboration, but as a starting point, they would apply to the same conditions as the other Working Groups. For this collaboration, work there can be needed for additional travel to meetings in the other CAs and this will be approved on an individual basis by the Management Team or set up in the general approval or rules for these. Joint Working Groups will follow the same rules for topic Working Groups, but these will be adjusted to fit the rules for Working Groups in the other CA’s. There would also be travel allowance for needed participation in other CA Plenary Meetings, but by approval by the Coordinator and CINEA. Task 4.4 General collaboration with the Concerted Actions for RED and EED: (DEA) Many issues cross over with the EED and the RES Directives, and the CA EPBD 6 will work to increase the collaboration between these 3 CAs to avoid duplication and redundancy of work. The focus will be on elements that are common between all the 3 CAs or at least for 2 CAs. This work will be a natural part of the work for many of the Central Team Managers, Cross-cutting Teams as well as CA participants from other CAs or members involved in specific IEE/H2020 or LIFE projects relevant for the CA EPBD work. The Coordinator will lead the overall collaboration with the other CAs, but individual elements under this Work Program may refer to different articles of Directive 2010/31/EU addressed by Central Teams and Functions, where individual references are made to other CAs. Interaction and activities between CAs will be based on the approval of DG ENER and CINEA. Examples of collaboration include: • Sending a representative of one Management Team Member / specific CTM or the Coordinator to plenaries of the other CAs • Organisation of Joint Working Groups with the intent to analyse a limited aspect of a piece of legislation • Organisation of a large Working Group with the intention to analyse a critical aspect of common areas to produce a publishable report. When Management Team Members or CA Experts attend in other CA meetings, this will be handled as participation in CA EPBD plenaries (including 3 additional workdays and travel allowances). This can also include setting up common / collaborative sessions or mutual participation, it can include joint Working Groups as described under WP5, or it can be through development of common events or In-depth Workshops combined for multiple CAs. More details of this work will be developed in collaboration with the Coordinators from the other CA’s and as this collaboration progress. Part of this will happen at yearly meetings organised by DG ENER and CINEA. These are used to discuss the interaction between DG ENER, CINEA and the 3 CAs as well as topics of common interest. The Coordinator of the CA EPBD will attend these meetings. The CA 6 will actively share information and seek to provide access to relevant internal information from each Concerted Actions (EPBD, RES and EED). Some key topics for collaboration with other CAs will be: • Long Term Building Renovation Strategies • National Building Renovation Plans • Exemplary roles of public buildings in renovation • Consumer first & capacity building • Programs to stimulate investments and smart financing • Smart buildings, smart equipment and smart grids • Integration of renewable energy in buildings, production and storage • Zero energy districts • Flexible and grid compatible buildings 18 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 • Methodologies for assessment of energy performance and assessment of savings. Further elements to be developed jointly with CA EED and CA RES. Travel costs for participation for in Plenaries (four travels per year), for Management Team or similar (two travels per year) and for Coordinators coordination meeting with other CAs and DG ENER (one travel per year). Increasing collaborations and sharing of experience is to avoid duplication of work and preparation of joint activities. Task 4.5 - Collaboration with other initiatives (DEA all Central Team Managers) Many other initiatives develop knowledge which can be useful for the CA participants. This can include EU funded projects, CEN and work from relevant stakeholders in terms of involvement in building construction and renovation activities. It is therefore natural for the CA EPBD to interact with such initiatives. The key guidance for such interaction aims at improving implementation in Member States and that it makes sense to make this interaction in or in connection to CA EPBD meetings or activities. It is further important that such interaction does not impact the special CA EPBD environment and the confidentiality which is needed in the CA EPBD. Further, it is important that interventions from other actors help in creating fruitful discussions and do not hamper the interaction between the CA experts in general. It will be up to session leaders / CTM teams to decide whether external presentations or interactions will support the overall value and impact of sessions. For external participants in Plenary Meetings, the possibility of virtual connections will be used as much as possible unless it is judged that a physical presence will add significant value. Travel costs for external participation for plenaries (six travels per meeting) and for In-depth Workshops (four travels per meeting). Increasing collaborations, learnings from projects and giving input to other EU funded projects is the benefit from these participations. Task 4.6 - Collaboration with EU-funded projects (DEA, all central teams) The work will include the need to follow other projects and especially linked to the EU Building Stock Observatory, the BUILD UP platform, as well as LIFE and HORIZON 2020 projects relevant for the CA EPBD. This work will involve multiple Central Teams and work of CTMs under WP2, and the communication team under WP5. Roles for this participation will be discussed at Management Team Meetings. Activities will include working for other CA lead projects and participation on some of their CA meetings. A part of this work can be achieved through participation in conferences, project meetings from other projects and by inviting projects to present at CA plenaries, given the confidentiality can be kept (by signing confidentiality agreements and by targeted participation). Participation in meetings and other events aim at exchanging information, to disseminate results from CA EPBD and to coordinate activities calculated with 3 travels per year. Task 4.7- Coordination with CEN (DEA, ME): Even though CEN standards are not directly implemented in the national energy performance procedures, many countries use CEN compatible approaches and/or different CEN adaptations. Multiple paths and requirements for annexes complicate the usage in the countries. Barriers for the use of the CEN standards have to be communicated to CEN. Relevant work also includes re-assessing and establishing national authorities’ requirements for revised CEN EPBD standards in the light of implementation experiences. Supporting instruments and simplified data collection are needed to discuss further. Coordination with CEN will include meetings or workshops in connection to CA Plenary Meetings and development of standard values. A special attention will be devoted to Zero Carbon standards and Life Cycle Calculation. The Central Team for Technical issues and calculations will handle most of the technical content under WP 2, while the organisation of interactive meetings with CEN will be the role of the Coordinator under this work program. The Coordinator will further participate in coordination meetings with other CAs, CEN, CINEA, DG ENER and in EE committee meetings as needed. Travel is included in the above estimates for external experts at meetings. Task 4.8 - Involvement of relevant stakeholders: (DEA, all central teams) There is a wide range of stakeholders involved in energy performance of buildings and many other activities including CEN work on standardisation. An effective implementation of the EPBD can only be achieved if many of these stakeholders are engaged in the process. Interaction with the stakeholders is therefore an important element for the Concerted Action EPBD. The CA EPBD will organise different stakeholder / open events. These will be linked to the Information Activities and the communication Strategy in WP5. Open events can be linked to CA Plenaries or can be held individually. Meetings can further be either fully web-based or it can include transmission over web or recordings for the website, in order to reach more stakeholders. 19 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 These are included in the above estimate for external experts at meetings. Task 4.9 - Collaboration with international partners: (DEA) Energy performance of buildings is taking up internationally. The CA EPBD will be open for international collaboration beyond the European Union and this can for instance include presentations, mutual participation in events and collaboration with international partners (e.g. Canada, China, Brazil, India and other EU partner countries). More intensive collaboration or participation beyond Europe will be subject to approval by CINEA and DG ENER and will happen in close coordination with these. Work package WP5 – Communication and dissemination Work Package Number WP5 Lead Beneficiary 1. DEA Work Package Name Communication and dissemination Start Month 1 End Month 60 Objectives This work package will ensure that the work of the CA is communicated to the target groups, and that the outcomes of discussions are disseminated effectively. This includes confidential dissemination within the CA membership, and public disclosure of the results. Exploitation of these results will consist of the effective embedding of CA outcomes in improved policy-making and practices. Description The team for communication will be led by a Central Team Manager (DEA), who will be part of the Management Team. The Assistant of the Central Team Manager will also participate in Management Team meetings to ensure efficient communication and communication support for the Management Team. Task 5.1 Develop Communication, Dissemination and Exploitation Plan (DEA) CA EPBD 6 will develop and implement a dedicated communication, dissemination and exploitation plan. The plan will identify and differentiate, per target group, the correct means and messages, considering their frame of interaction with the CA EPBD, as indicatively presented below: A) CA participants B) Policy makers at EU level C) European stakeholder organisations D) National Authorities and Agencies E) National stakeholder organisations (see also section 3.6 Measures to maximise impact) The plan will be updated at the end of each reporting period, each time giving an indication of the progress achieved against the performance indicators, and applying lessons learned on an on-going basis. Its effectiveness will also be evaluated by online surveys aimed at various target groups. Task 5.2 Visual Identity & Templates (DEA) The CA EPBD 6 will develop a new visual identity, to be applied consistently to all types of formats of public material, including website, database, factsheets & reports, power point presentations, backdrop slides, event flyers, webzine, etc. Rules for the proper use of the new identity, including logo variations, fonts, color pallets, as well as the EU banner and legal disclaimers, will be set out in an Identity Charter. This task also includes the development of standard templates for factsheets & reports, power point presentations, backdrop slides, event flyers, webzines and other deliverables. CA participants will be obliged to follow the Charter. Task 5.3 Update of project Website (DEA) The CA EPBD website (http://www.epbd-ca.eu) will be revamped using the basic concept of “one page scroll down”. Its main objective is to communicate the work of the CA EPBD and its objectives, as well as major developments around the related CA's (CA RES, CA EED). Website content will be regularly updated according to a process of approval and quality control that will be defined in this task. The website will disseminate the results of CAEPBD 6 as well as the previous CAs EPBD I-V. The website will include the public version of the Database (see Task 5.7) consolidating the main structured outputs of the CA EPBD. The website for CA EPBD will also serve as a central point for entering the internal online project centre (Glasscubes), as well as the registration tool (see 4.3) for plenary meetings, through 20 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 respective login links. The website revamp will include appropriate security measures as well as making it usable on mobile devices. The task includes: Development of terms of reference; Web development including consistent graphic layout and identity; Migration of existing content; Review, copywriting and upload of regular posts; Regular hosting, maintenance & backup; Security; Improved Search Engine Optimisation. Task 5.4 Setup online collaborative workspace (DEA) Glasscubes will be maintained as the online collaborative workspace where all confidential CA EPBD documents (meeting minutes, session reports, survey results, presentations, etc.) are stored, possibly offering additional functions for structured communication / interaction, as e.g.: mail integration, direct links to/from the website, automatic registration, participants list. Rules for access and authoring rights shall be set or adjusted by the Coordinator. Generally, experts from each country, appointed through the National Coordinator, plus the members of the Management Team Meetings and certain people appointed by the EC/CINEA shall have read-only access. A predefined group of people, e.g. the Coordinator and his assistant(s), the Communications Team Manager and his assistant(s), as well as the Central Team Managers and their assistants, will receive authoring rights to specific rooms in the project centre. Experts from other CAs (RES and EED) will receive access after agreement between the 3 CAs or upon approval by the Coordinator. The coordinator can approve additional people either for full or restricted access. This task includes the development of the initial folders and structure for CA6 EPBD, maintenance and backup, regular management of user rights and support to users. The upload of CA plenary meeting information, presentations, detailed agendas and other material, falls under the responsibility of the corresponding Central Team Managers with the help of the rapporteurs (for parallel sessions and workshops) and the Coordinator with the help of his assistant. Task 5.5 Develop and Produce Webzines & Newsflashes (DEA) Dissemination and communication of confidential material aimed at CA EPBD participants will rely on the regular webzine, circulated for preparation of the CA EPBD plenary meetings, three to two months in advance of each meeting, by e-mail. The webzine will be complemented by shorter emailed newsflashes distributed on an ad-hoc basis upon demand to the same target group. Task 5.5 includes: Planning & contents proposal; Organisation, requests, collection of material; Review and simple editing; Writing 2 articles per news edition; Layout; Import of recipients list; Testing & send out. The Coordinator reviews and approves the webzine before send out. CTMs and other partners contribute input of draft texts. Production and mailing of the webzine will be handled through a commercial service such as Mailchimp or Campaign Monitor, which also allows statistical tracking. Task 5.6 Maintain and expand the CA Database of Contents (DEA) CA EPBD 6 will advance the database driven book concept envisaged in CAV EPBD. The database will be a self- standing deliverable, i.e. a public online version of structured information from the CA EPBD. This approach maintains and builds upon the value of information provided through the CAV EPBD. At the same time, it simplifies the procedure for further updates, in the focus on corrections, additional content, etc. The database will be used to store and structure new factsheets, Country and CTM reports. All content will be extensively ‘tagged’. In addition, the database may also serve for cross-referencing, simple storing, or structured presentation of other information formats as, e.g. statistical data or KI’s. However, it is assumed that a more sophisticated structure for the presentation of KID’s will be developed and hosted by the EU Building Stock Observatory outside of this Grant Agreement. The CA EPBD 6 thus maintains the database and content developed in the context of the CA V database driven book on the Atlassian Confluence infrastructure, as a tool for on-line structuring of public information, enhanced to feature a more professional layout and to support responsive web design, viewable on mobile devices. Content will be downloadable as simple automatically generated PDF. The task includes: restructuring of the database content to allow for easy location and update of specific aspects and parameters of EPBD implementation at the national level; further development of the database capabilities, extended by commercial plug-ins. Final contents for feeding the database are approved by the Coordinator. Task 5.7 Update country reports + Upload (DEA) 21 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Each country is expected to deliver, through the contract period, at least one update of the country reports and included in this the best practice case story, which are a part of these reports. The review procedure for country reports / material includes one round of technical review by the Coordinator and an English check. The content is then uploaded, tagged/structured and integrated in the existing database, accessible for viewing online. This task includes: support to Coordinator in defining the list of topics; customisation of factsheet template for specific topics; light language review; upload of approved factsheets content; final layout improvements of factsheets prior to online publication. Task 5.8 Prepare the Upload of CTM reports (DEA) Each CTM will summarise all discussions that have taken place within a specific Central Team, in the form of a dedicated report (typically 12-15 pages), twice within the duration of the Action. A review procedure will be described involving the Coordinator and the CINEA and DG ENER, as well as a language check. The content is then uploaded, tagged/ structured and integrated in the existing database, accessible for viewing online. This task includes: language review; upload of approved CTM reports into database; final layout improvements prior to online publication. Task 5.9 Prepare the Upload of Country reports (DEA) Each country or for Belgium each region will summarise status of implementation in a structured way in text (country report) and in numbers and definitions (KIDs – Key Indicators & Decisions) that have taken place within the project period, in the form of a dedicated report (typically 12-15 pages), twice within the duration of the Action. In the CA EPBD 6 project, this will be an update of the information delivered in the CA EPBD V project adding on to existing elements. This can be new sections or updating existing material. This will be done in different parts over the project. A review procedure will be described involving the Coordinator as well as a language check. The content is then uploaded, tagged/structured and integrated in the existing database, accessible for viewing online. By month 48 all reports should be at least partly updated. This task includes: language review; upload of approved country reports and KIDs into database; final layout improvements prior to online publication. Task 5.10 Produce Multimedia Content (DEA) The CA EPBD envisages to make use of modern electronic forms to disseminate and communicate information. This may include webinars, interviews (either written or using video), infographics, videos, electronic surveys. Task 5.11 Exchange communication/dissemination material with other initiatives (DEA) Close collaboration with initiatives that have strong contextual links to CA EPBD, e.g. BUILD UP, CA RES and CA EED, EU Building Stock Observatory, will be elaborated. This will facilitate sharing of approved confidential or public information, always under the agreement of the Coordinator and CINEA. Work package WP6 – Reporting Work Package Number WP6 Lead Beneficiary 1. DEA Work Package Name Reporting Start Month 1 End Month 60 Objectives Efficient public reporting on the CA activities and progress of EPBD implementation in participating countries. This Work Package will further include technical quality assurance of deliverables from Countries and the CA in general. A specific focus will be to document the impact of the CA6_EPBD, based on specific indicators. Description An important deliverable of the CA 6 is the reporting on resources spending as well as on progress in the project implementation. 22 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Task 6.1 Country Reporting (DEA, all partners) Every participating country (partner) shall supply country information for the reporting and uploading in the database (i.e. updates of relevant sections to reflect progress in the national EPBD transposition) and lessons learned (as described under WP6). The responsibility for these reports rests with the National Coordinators and material will be developed as part of the reporting. In the CA EPBD 6, the reporting will not be done as a onetime update of the reports, but as multiple smaller adjustments, replacements or additions, each time focusing on specific sections, where significant change is foreseen. The KIDs, Key Indicators and Decisions (KI&Ds), will be maintained and further developed in the CA EPBD 6. The work with external collaboration and hosting, which can allow a more interactive use of these KIDs will continue and also the development of the database of knowledge where the KIDs are presented and can be combined from country to country. Especially the BSO and the expected request for reporting for this database should be integrated in the process on KIDs, where a full integration in the BSO database and/or reporting would be considered to avoid duplication of work and strengthening of both initiatives. Countries will further develop confidential material for the reporting including statements on the implementation of the EPBD and how the CA has helped in this process. All material from countries will be collected and reviewed through WP6. This includes needed inclusion of comments from CINEA for some elements. All published elements of the material will go through a simple language check under WP5 and the handling of the publication will further take place under WP5. No personal data will be collected under country reporting. Task 6.2 Central Team Reporting (DEA, all central teams) Reporting from Central Teams will in general take place under WP2, under the responsibility of each CTM, but all these reports will also be part of the overall reporting taking place in this Work Package. The publishable deliverables shall concentrate on the general progress and topics discussed at sessions in Plenary Meetings. It shall be ensured that contributions are shared with the Central Teams / country coordinators before they are published for control / approval before these are published. The responsibility for preparing such reports rests with the Central Team Managers (in WP2), under the leadership of the Coordinator supported by the Management Team. The public Central Team reports shall adopt similar formats, although some variations may be needed given the breadth of topics to be covered. These reports will be published and final edited (layout etc.) though the WP6 activities. The evolving strategic Central Team reports (including all the meeting minutes and reports, the collection of webzines and news in the Project Centre) will be strictly confidential to the participants, the National Authorities they represent and the EC. Internal reporting from Central Teams will include strategic reports, material from sessions and from Working Groups. All this material will be developed under WP2, WP3 and WP4 but compiled and edited for reporting through WP6. No personal data will be collected in connection to central team reporting. Task 6.3 Editor / writer for external reports (DEA) In general, the Communication Team is responsible for language review and consistency check of external material. This is also the case with Country and CTM reports. Past experience has, however, shown that there are different skills for writing from the different teams and countries. This has resulted in a slowdown of the process, which has been increased by the spread of COVID 19 and the change from physical to virtual meetings. This resulted in delays in delivery of reports and it has made the process of review of reports more complicated. In the last part of the CAV_EPBD project, an external writer has been included to help with specific reports. This can either be through review and editing or it can be a help for the writing and analytic process itself. This function will give the coordinator the possibility to have some reports go through a more significant editing and perhaps rewriting of sections or parts, or it could even be allocated to help ensuring that some of the reports come in first draft, by offering assistance to the crafting process. This will aim to ensure efficient delivery of reports in high quality. Hopefully, it can also help to reduce the bottleneck of reports to be edited and reviewed by the coordination team in the very last part of the project. The work of the external writer will mainly be linked to the mentioned reports in task 6.1 & 6.2, but the writer could potentially also be involved in other external deliverables such as 6.4. Task 6.4 The CA Report (DEA) A key element in reporting is the CA Report, which will include a report with short statements from participants (collected 23 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 under task 6.1, detailing all the activities undertaken during the CA (participation at meetings, WGs, etc.), as well as indicating how the CA contributed to an improved implementation and actual application of the EPBD in their country. Further qualitative statements on the CAs role in connection to national implementation will be collected in focus interviews conducted by a professional Survey Company. These will target national contacts and other central experts. These results will be combined with results from CTM reports and other material collected under other Work Programs (WP2, WP3, WP4 and WP6). Examples shall be compiled in a summary document that may, possibly, be released as a public document to show the added value of the CA towards the overall goal of an effective EPBD implementation across the whole of Europe. Publication will depend on approval through the national contacts (Contractors Meeting). As the information from the CA is specific and highly related to a key audience, the quantitative statements will be supported by some qualitative assessments showing how well the received information fulfils these specific needs and satisfy the user (Developed under WP6). Task 6.5 Further contribution: (DEA / all central teams) The Coordinator, assisted by the Management Team, will further contribute to the following tasks: • Contribution to the development of online information systems under CINEA management (e.g. project fact sheets, reports, slides, electronic deliverables, images) in the quality and form specified; • Contribution to events, workshops, conferences and publications of the EC related to the EPBD. • Contribution, upon invitation by the CINEA, to common information and dissemination activities to increase synergies between, and the visibility of LIFE supported actions. Task 6.6 Approval Process: (DEA) Reports for public dissemination will include an approval process, which takes into account comments from CINEA and for CTM reports from DG ENER. The public material reported to CINEA / DG ENER includes substantial new material for the database and material presented on the website. Reports for public dissemination or reporting will be shared with participants in the Central Team under the lead of the CTM and national contacts will have access to the reports through the project centre for possible commenting / approval, and a suitable period given for comments, additions and other changes before these are published. The Coordinator will lead the process with Review and the final approval of all deliverables. At the discretion and agreement of the WG participants, this executive summary from Working Groups may be prepared in a publishable format to permit widespread distribution of this section. The remainder of the reports will be strictly confidential to the participants, the EC and CINEA. 24 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 STAFF EFFORT Staff effort per participant Grant Preparation (Work packages - Effort screen) — Enter the info. Participant WP1 WP2 WP3 WP4 WP5 WP6 Total Person-Months 1 - DEA 39.00 20.75 3.55 35.90 37.50 24.30 161.00 2 - OIB 3.55 0.30 3.85 3 - CSTC 13.50 3.75 0.60 17.85 4 - SEDA 3.55 0.30 3.85 5 - MECI 3.55 0.30 3.85 6 - MIT 2.50 0.30 2.80 7 - BAFA 3.55 0.30 3.85 8 - MEC 1.25 0.30 1.55 9 - CRES 3.55 0.30 3.85 10 - IDAE 1.25 0.30 1.55 11 - MOTIVA 13.50 1.25 0.30 15.05 12 - MTE 3.55 0.30 3.85 13 - MPGI 2.50 0.30 2.80 14 - EMI 2.30 0.30 2.60 15 - SEAI 13.50 3.55 0.30 17.35 16 - ENEA 13.50 2.50 0.30 16.30 17 - LRAM 3.55 0.30 3.85 18 - MEAT 3.55 0.30 3.85 19 - EM 3.55 0.30 3.85 25 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Staff effort per participant Grant Preparation (Work packages - Effort screen) — Enter the info. Participant WP1 WP2 WP3 WP4 WP5 WP6 Total Person-Months 20 - MTIC 2.50 0.30 2.80 21 - RVO 3.55 2.05 0.30 5.90 22 - ITB 2.30 0.30 2.60 23 - ADENE 13.50 2.30 0.30 16.10 24 - MLPDA 3.35 0.30 3.65 25 - BOVERKET 3.35 0.30 3.65 26 - TSUS 1.15 0.30 1.45 27 - MZI 3.35 0.30 3.65 Total Person-Months 39.00 88.25 78.20 37.95 37.50 32.40 313.30 26 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 LIST OF DELIVERABLES Deliverables Grant Preparation (Deliverables screen) — Enter the info. The labels used mean: Public — fully open ( automatically posted online) Sensitive — limited under the conditions of the Grant Agreement EU classified —RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision 2015/444 Deliverable Deliverable Name Work Lead Beneficiary Type Dissemination Level Due Date No Package (month) No D1.1 Data Management Plan WP1 1 - DEA R — Document, report SEN - Sensitive 4 D1.2 Public presentation on progress of CA 6 WP1 1 - DEA OTHER PU - Public 4 D1.3 Extract LIFE KPIs WP1 1 - DEA OTHER SEN - Sensitive 9 D1.4 Update LIFE KRIs WP1 1 - DEA OTHER SEN - Sensitive 60 D2.1 Plenary Meetings, Agenda and 10 liners WP2 1 - DEA OTHER SEN - Sensitive 4 D2.2 Preparation reports for plenary meeting 01 WP2 1 - DEA R — Document, report SEN - Sensitive 4 D2.3 Preparation reports for plenary meeting 02 WP2 1 - DEA R — Document, report SEN - Sensitive 10 D2.4 Preparation reports for plenary meeting 03 WP2 1 - DEA R — Document, report SEN - Sensitive 16 D2.5 Preparation reports for plenary meeting 04 WP2 1 - DEA R — Document, report SEN - Sensitive 22 D2.6 Preparation material for In-depth workshop WP2 1 - DEA R — Document, report SEN - Sensitive 28 01 D2.7 Preparation reports for plenary meeting 05 WP2 1 - DEA R — Document, report SEN - Sensitive 34 D2.8 Preparation reports for plenary meeting 06 WP2 1 - DEA R — Document, report SEN - Sensitive 40 D2.9 Preparation reports for plenary meeting 07 WP2 1 - DEA R — Document, report SEN - Sensitive 46 27 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverables Grant Preparation (Deliverables screen) — Enter the info. The labels used mean: Public — fully open ( automatically posted online) Sensitive — limited under the conditions of the Grant Agreement EU classified —RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision 2015/444 Deliverable Deliverable Name Work Lead Beneficiary Type Dissemination Level Due Date No Package (month) No D2.10 Preparation material for In-depth workshop WP2 1 - DEA R — Document, report SEN - Sensitive 52 02 D2.11 Evolving strategic reports WP2 1 - DEA R — Document, report SEN - Sensitive 8 D2.12 Public reports from Central Teams (first WP2 1 - DEA R — Document, report PU - Public 36 version) D2.13 Public reports from Central Teams (second WP2 1 - DEA R — Document, report PU - Public 60 version) D3.1 Sessions Reports from plenary meeting 01 WP3 1 - DEA R — Document, report SEN - Sensitive 8 D3.2 Sessions Reports from plenary meeting 02 WP3 1 - DEA R — Document, report SEN - Sensitive 14 D3.3 Sessions Reports from plenary meeting 03 WP3 1 - DEA R — Document, report SEN - Sensitive 20 D3.4 Sessions Reports from plenary meeting 04 WP3 1 - DEA R — Document, report SEN - Sensitive 26 D3.5 Material from In-depth workshop 01 WP3 1 - DEA R — Document, report SEN - Sensitive 32 D3.6 Sessions Reports from plenary meeting 05 WP3 1 - DEA R — Document, report SEN - Sensitive 38 D3.7 Sessions Reports from plenary meeting 06 WP3 1 - DEA R — Document, report SEN - Sensitive 44 D3.8 Sessions Reports from plenary meeting 07 WP3 1 - DEA R — Document, report SEN - Sensitive 50 D3.9 Material from In-depth workshop 02 WP3 1 - DEA R — Document, report SEN - Sensitive 56 D3.10 Coordinated Questionnaires WP3 1 - DEA OTHER SEN - Sensitive 4 D3.11 Evaluation of plenaries WP3 1 - DEA R — Document, report SEN - Sensitive 8 28 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverables Grant Preparation (Deliverables screen) — Enter the info. The labels used mean: Public — fully open ( automatically posted online) Sensitive — limited under the conditions of the Grant Agreement EU classified —RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision 2015/444 Deliverable Deliverable Name Work Lead Beneficiary Type Dissemination Level Due Date No Package (month) No D4.1 Topic reports / Working Group results first WP4 1 - DEA R — Document, report SEN - Sensitive 30 set D4.2 Report on Collaboration with CA EED and WP4 1 - DEA R — Document, report SEN - Sensitive 30 RES D4.3 Presentation at events / other projects WP4 1 - DEA OTHER PU - Public 30 D4.4 Stakeholder events WP4 1 - DEA OTHER PU - Public 30 D4.5 Topic reports / Working Group results WP4 1 - DEA R — Document, report SEN - Sensitive 60 second set D5.1 Communication and dissemination plan WP5 1 - DEA R — Document, report SEN - Sensitive 8 D5.2 Updated visual identity templates WP5 1 - DEA OTHER SEN - Sensitive 6 D5.3 Updating website WP5 1 - DEA DEC —Websites, patent PU - Public 6 filings, videos, etc D5.4 Webzines & Newsflashes WP5 1 - DEA OTHER SEN - Sensitive 8 D5.5 Brochure on impact of CA EPBD WP5 1 - DEA R — Document, report PU - Public 30 D5.6 Brochure on impact of CA EPBD 2 WP5 1 - DEA R — Document, report PU - Public 60 D6.1 Country Information for Database (first part) WP6 1 - DEA R — Document, report PU - Public 36 D6.2 KIDs – Key Indicators & Decisions WP6 1 - DEA R — Document, report PU - Public 36 29 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverables Grant Preparation (Deliverables screen) — Enter the info. The labels used mean: Public — fully open ( automatically posted online) Sensitive — limited under the conditions of the Grant Agreement EU classified —RESTREINT-UE/EU-RESTRICTED, CONFIDENTIEL-UE/EU-CONFIDENTIAL, SECRET-UE/EU-SECRET under Decision 2015/444 Deliverable Deliverable Name Work Lead Beneficiary Type Dissemination Level Due Date No Package (month) No D6.3 Country Information for Database (second WP6 1 - DEA R — Document, report PU - Public 60 part) D6.4 Statements from countries on impact of WP6 1 - DEA OTHER PU - Public 60 project D6.5 Electronic collection of project centre and WP6 1 - DEA OTHER SEN - Sensitive 60 public material 30 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D1.1 – Data Management Plan Deliverable Number D1.1 Lead Beneficiary 1. DEA Deliverable Name Data Management Plan Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 4 Work Package No WP1 Description A small data management plan setting rules for handling of data with information on partners and experts including the registration for meetings, webzines and other information. This will include rules and drafts for disclaimers and for the deletion of material as well during project operation and after completion. The plan will include rules for security and protection of data as well as access and will ensure the data management is complying with GDPR. Deliverable D1.2 – Public presentation on progress of CA 6 Deliverable Number D1.2 Lead Beneficiary 1. DEA Deliverable Name Public presentation on progress of CA 6 Type OTHER Dissemination Level PU - Public Due Date (month) 4 Work Package No WP1 Description A set of power points / presentation material will be developed to describe the CAEPBD 6 project and the progress made. One set of descriptions of the project in general and on different elements on the project, objectives and goals will be developed shortly after the start of the project. These power points will be used for presentations for external partners and stakeholders. Sections on outcomes of the CAEPBD 6 project will be updated over the lifetime of the project to include the results, progress and the new element. One or multiple versions will be kept in the Glasscubes under management team, easily accessible for all management team. The coordinator is responsible for these power points, but with support from the communication team and the CTMs for content on development of topics (each delivering some slides). Deliverable D1.3 – Extract LIFE KPIs Deliverable Number D1.3 Lead Beneficiary 1. DEA Deliverable Name Extract LIFE KPIs Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 9 Work Package No WP1 Description Extract of project data from the LIFE LPI webtool. Deliverable D1.4 – Update LIFE KRIs Deliverable Number D1.4 Lead Beneficiary 1. DEA Deliverable Name Update LIFE KRIs 31 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 60 Work Package No WP1 Description Update extract of the project data from the LIFE KPI webtool. Deliverable D2.1 – Plenary Meetings, Agenda and 10 liners Deliverable Number D2.1 Lead Beneficiary 1. DEA Deliverable Name Plenary Meetings, Agenda and 10 liners Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 4 Work Package No WP2 Description Selection of session topics for plenary meetings and in-depth workshops, development of agenda, objectives and 10 liners (short summary description of content). Content for opening and closing plenary sessions. Responsible; Management Team, led by Technical Coordinator, select a list of topics. The Technical Coordinator complements and completes the agenda, with input from all CTMs for 10 liners for relevant sessions. Each CTM will be responsible for their own set of objectives and 10 liners. The selection of topics will be agreed with DG ENER and the materiel will take in comments from DG ENER and CINEA. First reporting for plenary meeting 01 after 4 months. Update of reporting at least every year (after each 2 additional meetings). Deliverable D2.2 – Preparation reports for plenary meeting 01 Deliverable Number D2.2 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 01 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 4 Work Package No WP2 Description Preparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.3 – Preparation reports for plenary meeting 02 Deliverable Number D2.3 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 02 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 10 Work Package No WP2 Description Preparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background 32 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.4 – Preparation reports for plenary meeting 03 Deliverable Number D2.4 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 03 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 16 Work Package No WP2 Description reparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.5 – Preparation reports for plenary meeting 04 Deliverable Number D2.5 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 04 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 22 Work Package No WP2 Description Preparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.6 – Preparation material for In-depth workshop 01 Deliverable Number D2.6 Lead Beneficiary 1. DEA Deliverable Name Preparation material for In-depth workshop 01 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 28 Work Package No WP2 Description Preparation material for first in-depth workshop. Outlines for program, background information, questions to be discussed and possible site visits or similar. Material to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Respective CTMs are responsible for material under their Central Team topics and as agreed by management team. Deliverable D2.7 – Preparation reports for plenary meeting 05 Deliverable Number D2.7 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 05 33 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 34 Work Package No WP2 Description Preparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.8 – Preparation reports for plenary meeting 06 Deliverable Number D2.8 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 06 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 40 Work Package No WP2 Description Preparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.9 – Preparation reports for plenary meeting 07 Deliverable Number D2.9 Lead Beneficiary 1. DEA Deliverable Name Preparation reports for plenary meeting 07 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 46 Work Package No WP2 Description Preparation reports for sessions and workshops. Outlines for sessions, material from previous meetings, background information and questions to be discussed. Session reports to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Each CTM responsible for reports under their Central Team topics and as agreed by management team. Deliverable D2.10 – Preparation material for In-depth workshop 02 Deliverable Number D2.10 Lead Beneficiary 1. DEA Deliverable Name Preparation material for In-depth workshop 02 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 52 Work Package No WP2 Description Preparation material for second in-depth workshop. Outlines for program, background information, questions to be discussed and possible site visits or similar. Material to be uploaded to Glasscubes at least 2 months before the first plenary meeting. Respective CTMs are responsible for material under their Central Team topics and as agreed by management team. 34 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D2.11 – Evolving strategic reports Deliverable Number D2.11 Lead Beneficiary 1. DEA Deliverable Name Evolving strategic reports Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 8 Work Package No WP2 Description Each central team will make an Evolving Strategic Report (CT1-CT9). These reports will serve as a central tool for the development of topics for selection of sessions as well as keeping trach on sessions held within each Central Team. Proposals will be collected through an open process from partners, individual experts, in special brainstorms or by end of sessions. Sessions will further be prioritised in collaboration with national experts / partners. Evolving Strategy Reports will further include a small description of the Central Team. First version of the Evolving Strategy Report will be developed as part of the preparation of the first plenary meeting and include proposals for sessions coming from this meeting. After each plenary meeting / in-depths workshop the evolving reports will be updated to reflect held sessions and new proposals. CTM working groups will be reported through these reports. Deliverable D2.12 – Public reports from Central Teams (first version) Deliverable Number D2.12 Lead Beneficiary 1. DEA Deliverable Name Public reports from Central Teams (first version) Type R — Document, report Dissemination Level PU - Public Due Date (month) 36 Work Package No WP2 Description Each Central team (Core Team) will develop a report on progress of the work in the team. This will include material discussed in sessions, but found ready for public dissemination in summary. These reports will focus on outcomes, lessons learned and recommendations to be given for the implementation of policies for energy performance in buildings in the area of the work in this particular team. Work done by working groups in connection to the Central Team can be included in the report. The reports will all follow a similar structure, with the fixed sections. The content in the individual reports will be coordinated to avoid duplication / overlap through the steering group and through a review by the Coordinator. DG ENER will get possibility to review these reports. If First version of reports will be delivered after 28 months and then published in database and on website through help from Communication team Work Package 5. Deliverable D2.13 – Public reports from Central Teams (second version) Deliverable Number D2.13 Lead Beneficiary 1. DEA Deliverable Name Public reports from Central Teams (second version) Type R — Document, report Dissemination Level PU - Public Due Date (month) 60 Work Package No WP2 Description Public report on central team works developed under deliverable 2.21 will be updated / complemented by the end of the CA. These new sections will follow the same stricture as for the first version and mainly happen through added sections. Individual sections can however also be updated or complemented in this process and all new material will be uploaded through the database. Each Central Team Manager is responsible for the final report of their team. The communication team will be responsible for preparation for publishing including layout under Work Package 5. 35 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D3.1 – Sessions Reports from plenary meeting 01 Deliverable Number D3.1 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 01 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 8 Work Package No WP3 Description Short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 01. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under Work Package 2, but responsibility of each report lies by session leader and the relevant CTMs. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all session participants (CA experts and Commission) through Glasscubes, comments to be included in final version. Deliverable D3.2 – Sessions Reports from plenary meeting 02 Deliverable Number D3.2 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 02 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 14 Work Package No WP3 Description Short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 02. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under WP2 but responsibility of each report lies by session leader and the relevant CTMs under Work Package 2. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all session participants (CA experts and Commission) through Glasscubes, comments to be included in final version. Deliverable D3.3 – Sessions Reports from plenary meeting 03 Deliverable Number D3.3 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 03 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 20 Work Package No WP3 Description Short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 03. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under Work Package 2, but responsibility of each report lies by session leader and the relevant CTMs. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all session participants (CA experts and Commission) through Glasscubes, comments to be included in final version. 36 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D3.4 – Sessions Reports from plenary meeting 04 Deliverable Number D3.4 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 04 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 26 Work Package No WP3 Description Short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 04. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under WP2 but responsibility of each report lies by session leader and the relevant CTMs under Work Package 2. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Deliverable D3.5 – Material from In-depth workshop 01 Deliverable Number D3.5 Lead Beneficiary 1. DEA Deliverable Name Material from In-depth workshop 01 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 32 Work Package No WP3 Description Short reports summarizing discussions, outcomes learned from in-depth workshop 01. Report length limited, but can be linked to further material. Junior rapporteurs assist in reporting under Work Package 2, but responsibility of each report lies by the relevant CTMs or organisation team. Workshop reports must be uploaded to Glasscubes at the latest 2 months after the in-depth workshop, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all participants (CA experts and Commission) through Glasscubes, comments to be included in final version. Deliverable D3.6 – Sessions Reports from plenary meeting 05 Deliverable Number D3.6 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 05 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 38 Work Package No WP3 Description short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 05. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under WP2 but responsibility of each report lies by session leader and the relevant CTMs under Work Package 2. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all session participants (CA experts and Commission) through Glasscubes, comments to be included in final version. 37 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D3.7 – Sessions Reports from plenary meeting 06 Deliverable Number D3.7 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 06 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 44 Work Package No WP3 Description Short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 05. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under Work Package 2, but responsibility of each report lies by session leader and the relevant CTMs. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all session participants (CA experts and Commission) through Glasscubes, comments to be included in final version. Deliverable D3.8 – Sessions Reports from plenary meeting 07 Deliverable Number D3.8 Lead Beneficiary 1. DEA Deliverable Name Sessions Reports from plenary meeting 07 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 50 Work Package No WP3 Description Short reports summarizing discussions, outcomes and lessons learned from each session / workshop of plenary meeting 07. Report length limited to 10 pages, but can be linked to further material. Junior rapporteurs assist in reporting under WP2 but responsibility of each report lies by session leader and the relevant CTMs under Work Package 2. Session reports must be uploaded to Glasscubes at the latest 2 months after the plenary meeting, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all session participants (CA experts and Commission) through Glasscubes, comments to be included in final version. Deliverable D3.9 – Material from In-depth workshop 02 Deliverable Number D3.9 Lead Beneficiary 1. DEA Deliverable Name Material from In-depth workshop 02 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 56 Work Package No WP3 Description Short reports summarizing discussions, outcomes learned from in-depth workshop 02. Report length limited, but can be linked to further material. Junior rapporteurs assist in reporting under Work Package 2, but responsibility of each report lies by the relevant CTMs or organisation team. Workshop reports must be uploaded to Glasscubes at the latest 2 months after the in-depth workshop, together with material from sessions such as presentations and results from possible questionnaires, photos documentation etc. Possible commenting by all participants (CA experts and Commission) through Glasscubes, comments to be included in final version. 38 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D3.10 – Coordinated Questionnaires Deliverable Number D3.10 Lead Beneficiary 1. DEA Deliverable Name Coordinated Questionnaires Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 4 Work Package No WP3 Description Coordinated questionnaires for each CA Plenary Meeting. Sent to national coordinators to distribute and collect answers on behalf of partner / MS. Handled through electronic system e.g. Survey Monkey. Sent to national coordinators approximately 2 months before the plenary meeting. Aiming to reduce workload, by reuse of results and answers and through high quality of questions / choices. Reporting to be updated annually. Deliverable D3.11 – Evaluation of plenaries Deliverable Number D3.11 Lead Beneficiary 1. DEA Deliverable Name Evaluation of plenaries Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 8 Work Package No WP3 Description Evaluation of satisfaction with CA plenaries and individual sessions. Survey is done electronically through Survey Monkey and sent to all participants. Questionnaires can include general issues such as communication and dissemination, preparation material, selection of topics or general issues for the CA EPBD. Evaluation in electronic questionnaires can be replaced or complemented by electronic voting or other medias. First evaluation results 2 month after first plenary meeting and following after each plenary meeting of the CA. Reporting to be updated annually. Deliverable D4.1 – Topic reports / Working Group results first set Deliverable Number D4.1 Lead Beneficiary 1. DEA Deliverable Name Topic reports / Working Group results first set Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 30 Work Package No WP4 Description Working groups will develop material for sessions at plenary meetings and workshops. Each topic or joint working group will also develop a final report with a small description of the work, lessons learned and other material developed by the working groups. For CTM working groups the report from the working group can be integrated in the evolving strategic report (deliverable 2.1), for other working groups this must be an independent report based on a template developed under communication and based on general guidelines approved by the Management Team. First set of reports are expected to be finalised by end of first half of the CAV. Number of working groups in the CA will depend on the requests and interests by national experts. The deliverable is meant to report activities which do not naturally fall under the CTM teams and the level of reporting especially in the first part will depend on interest but also on how fast such groups are formed. 39 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D4.2 – Report on Collaboration with CA EED and RES Deliverable Number D4.2 Lead Beneficiary 1. DEA Deliverable Name Report on Collaboration with CA EED and RES Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 30 Work Package No WP4 Description Collaboration between the three CA projects; CA EED, CA RES and CA EPBD, becomes more and more critical as the directives expand as they become a supporting element for the FIT for 55 package. Some elements are mentioned in multiple directives or are set as targets in one and implemented in another. This means increased collaboration, which can be through joint working groups, joint sessions, collaborative meetings or interaction on management team / coordinator level. Activities will be reported first after half of CA and then by the end of the project. Deliverable D4.3 – Presentation at events / other projects Deliverable Number D4.3 Lead Beneficiary 1. DEA Deliverable Name Presentation at events / other projects Type OTHER Dissemination Level PU - Public Due Date (month) 30 Work Package No WP4 Description Presentation sat other events or for other projects, organisations or groups is an important part of the dissemination of results from the CA EPBD. This can either be on an European level or beyond EU, for instance through collaboration with other organisations or collaborations such as IEA and UNEP. For projects especially, other EU funded projects under Horison 2020 or LIFE. Deliverable D4.4 – Stakeholder events Deliverable Number D4.4 Lead Beneficiary 1. DEA Deliverable Name Stakeholder events Type OTHER Dissemination Level PU - Public Due Date (month) 30 Work Package No WP4 Description Stakeholder events will be held in connection to CA plenaries or as individual meetings or web events. Material developed in connection to such events, presentations and possible recordings if meetings is transmitted over the web will be presented / uploaded to the website and reported through news items. Open events could be linked to collaboration for instance with the BSO. Deliverable D4.5 – Topic reports / Working Group results second set Deliverable Number D4.5 Lead Beneficiary 1. DEA Deliverable Name Topic reports / Working Group results second set 40 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 60 Work Package No WP4 Description or joint working group will also develop a final report with a small description of the work, lessons learned and other material developed by the working groups. For CTM working groups the report from the working group can be integrated in the evolving strategic report (deliverable 2.1), for other working groups this must be an independent report based on a template developed under communication and based on general guidelines approved by the Management Team. Second set of reports are expected to be finalised by end of the CAV. Number of working groups in the CA will depend on the requests and interests by national experts. The deliverable is meant to report activities which do not naturally fall under the CTM teams and the level of reporting. Second reporting will include those working groups not reported in first part. Deliverable D5.1 – Communication and dissemination plan Deliverable Number D5.1 Lead Beneficiary 1. DEA Deliverable Name Communication and dissemination plan Type R — Document, report Dissemination Level SEN - Sensitive Due Date (month) 8 Work Package No WP5 Description The CAV EPBD will develop and implement a clear communication and dissemination strategy to support CA participants (appointed national policy makers) in exchanging views in a closed environment, while reaching out to disseminate the public results of the work to other interested parties and, potentially, collect their feedback. The dedicated communication and dissemination plan, will identify per target group, the correct means, considering their frame of interaction as indicatively presented below: A. CA participants (designated national EPBD policy makers from 27 countries, >200 non-permanent representatives). B. Policy makers at EU level. C. European stakeholder organisations of the energy/construction sector, including professional associations, industry federations, research institutions, consumer associations. D. National Authorities and Agencies involved in energy efficiency in buildings policy, legislation, implementation. E. National stakeholders organisations, such as professional associations, technical chambers, industry federations, research institutions, consumer associations, think tanks, banks and insurance companies, F. Individual professionals interested in the broader EU policy field. Deliverable D5.2 – Updated visual identity templates Deliverable Number D5.2 Lead Beneficiary 1. DEA Deliverable Name Updated visual identity templates Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 6 Work Package No WP5 Description Following the Communication Plan, the CA EPBD 6 will adapt all types of formats of public material, to ensure a visual identity, to be applied consistently to all types of formats of public material, including website, database, factsheets & reports, power point presentations, backdrop slides, event flyers, webzine, etc. Rules for the proper use of the new identity, including logo variations, fonts, color pallets, as well as the EU banner and legal disclaimers, will be set out in an Identity Charter which is updated in relation to previous CA EPBD. This task also includes the development of standard templates for reports, power point presentations, backdrop slides, event flyers, webzines and other deliverables. CA participants and in particularly the Management Team and Central Teams will be obliged to follow the Identity Charter. 41 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D5.3 – Updating website Deliverable Number D5.3 Lead Beneficiary 1. DEA Deliverable Name Updating website Type DEC —Websites, patent Dissemination Level PU - Public filings, videos, etc Due Date (month) 6 Work Package No WP5 Description The CA EPBD website (http://www.epbd-ca.eu) will be updated to reflect the new project CA EPBD 6 and also the new structure of central teams. Its main objective is to communicate the work of the CA EPBD and its objectives, as well as major developments around the related CA's (CA RES, CA EED). Website content will be regularly updated according to a process of approval and quality control that will be defined in this task. The website will disseminate the results of CAEPBD 6 as well as keeping results from the previous CAs EPBD 1, 2, 3, IV and V. The website will include the public version of the Database consolidating the main structured outputs of the CA EPBD as well as a historic archive on reports and material. The website for CA EPBD will also serve as a central point for entering the internal online project centre (Glasscubes). The website adaptation will include appropriate security measures as well as keeping it usable on mobile devices. Deliverable D5.4 – Webzines & Newsflashes Deliverable Number D5.4 Lead Beneficiary 1. DEA Deliverable Name Webzines & Newsflashes Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 8 Work Package No WP5 Description The webzine will continuously inform CA experts on the development of the CAV EPBD progress and will be a main information for meetings giving all participants information on agenda, content on sessions, results and practical information. The webzine will come out 2-3 months before plenaries. Results and outcomes will be communicated either as Webzines or as Newsflahes. First version will come in Month 4 and webzines will follow continuously through the whole CA project with 3-4 versions of webzine or newsflash per year or at least 2 per plenary meeting. After first version the deliverable will be updated at least once every year. Deliverable D5.5 – Brochure on impact of CA EPBD Deliverable Number D5.5 Lead Beneficiary 1. DEA Deliverable Name Brochure on impact of CA EPBD Type R — Document, report Dissemination Level PU - Public Due Date (month) 30 Work Package No WP5 Description The CA EPBD will prepare material on the progress of the project. This could be in form of a brochure, a small report or info graphics or other formats. This will give outside stakeholders a possibility to get a feeling of the work of the CA EPBD and to gain information on the progress. A first version will be done before the end of first half of the project and a second or updated version will be at the end of the project. Further details and the form will be developed as part of the communication plan mentioned in deliverable 5.1. 42 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D5.6 – Brochure on impact of CA EPBD 2 Deliverable Number D5.6 Lead Beneficiary 1. DEA Deliverable Name Brochure on impact of CA EPBD 2 Type R — Document, report Dissemination Level PU - Public Due Date (month) 60 Work Package No WP5 Description The CA EPBD will prepare material on the progress of the project. This could be in form of a brochure, a small report or info graphics or other formats. This will give outside stakeholders a possibility to get a feeling of the work of the CA EPBD and to gain information on the progress. A first version will be done before the end of first half of the project and a second or updated version will be at the end of the project. Further details and the form will be developed as part of the communication plan mentioned in deliverable 5.1. Deliverable D6.1 – Country Information for Database (first part) Deliverable Number D6.1 Lead Beneficiary 1. DEA Deliverable Name Country Information for Database (first part) Type R — Document, report Dissemination Level PU - Public Due Date (month) 36 Work Package No WP6 Description Collection of information from partners on progress with implementation of the EPBD, country reports, will built directly on the existing database in Atlassian Confluence, which are available on the website. The update will take place in one or more parts, where countries are asked to give additional information on current status for the implementation. This information can be updating some existing sections, it can be replacing existing sections or it can be one or more new sections for new elements included in the EPBD. Examples could be general updating for new developments, section on MEPs or replacement of elements on Long Term Renovation Plans with new Renovation Action Plans. At least one request for update will be done in first half of the project. Information will be available in database and as pdf. Deliverable D6.2 – KIDs – Key Indicators & Decisions Deliverable Number D6.2 Lead Beneficiary 1. DEA Deliverable Name KIDs – Key Indicators & Decisions Type R — Document, report Dissemination Level PU - Public Due Date (month) 36 Work Package No WP6 Description The Key Indicators and Decisions (KIDs) will be maintained and updated in the CA EPBD project. This process will be done in smaller pieces where some indicators or description of decisions could be added, updated, changed or even replaced each time. Perhaps some central indicators could even be updated multiple times during the project. Then CA EPBD 6 project will search for increased visibility and use of the KIDs through collaboration with other platforms such as the Building Stock Observatory or the IEA datahub. Updating of KIDs could potentially be replaced by reporting to the BSO or by full integration in this platform. 43 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Deliverable D6.3 – Country Information for Database (second part) Deliverable Number D6.3 Lead Beneficiary 1. DEA Deliverable Name Country Information for Database (second part) Type R — Document, report Dissemination Level PU - Public Due Date (month) 60 Work Package No WP6 Description Collection of information from partners on progress with implementation of the EPBD, country reports, will built directly on the existing database in Atlassian Confluence, which are available on the website. The update will take place in one or more parts, where countries are asked to give additional information on current status for the implementation. This information can be updating some existing sections, it can be replacing existing sections or it can be one or more new sections for new elements included in the EPBD. Examples could be general updating for new developments, section on MEPs or replacement of elements on Long Term Renovation Plans with new Renovation Action Plans. At least one request for update will be done in second half of the project. Information will be available in database and as pdf. Deliverable D6.4 – Statements from countries on impact of project Deliverable Number D6.4 Lead Beneficiary 1. DEA Deliverable Name Statements from countries on impact of project Type OTHER Dissemination Level PU - Public Due Date (month) 60 Work Package No WP6 Description At the end of the CA EPBD 6 project statements will be collected from experts, national contacts and management team on how the project has succeeded in its main objectives. The result will be collected to a small report or other information material to document the results of the project. Deliverable D6.5 – Electronic collection of project centre and public material Deliverable Number D6.5 Lead Beneficiary 1. DEA Deliverable Name Electronic collection of project centre and public material Type OTHER Dissemination Level SEN - Sensitive Due Date (month) 60 Work Package No WP6 Description At the end of the CAV EPBD project all material developed in the project including the material in Glasscubes, the website other publications and material will be uploaded to a CD rom and sent to CINEA as part of the final documentation. 44 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 LIST OF MILESTONES Milestones Grant Preparation (Milestones screen) — Enter the info. Milestone Milestone Name Work Package No Lead Beneficiary Means of Verification Due Date No (month) 1 Plenary Meeting 01 WP2, WP3 1-DEA Session reports uploaded. 6 2 Plenary Meeting 02 WP2, WP3 1-DEA Session reports upoaded. 12 3 Plenary Meeting 03 WP2, WP3 1-DEA Session reports uploaded. 18 4 Plenary Meeting 04 WP2, WP3 1-DEA Session reports uploaded. 24 5 In-depth workshop 01 WP2, WP3 1-DEA Workshop reports uploaded. 30 6 Plenary meeting 05 WP2, WP3 1-DEA Session reports uploaded. 36 7 Plenary meeting 06 WP2, WP3 1-DEA Session reports uploaded. 42 8 Plenary meeting 07 WP2, WP3 1-DEA Session reports uploaded. 48 9 In-depth workshop 02 WP2, WP3 1-DEA Workshop reports uploaded. 54 10 Website updated WP2, WP1, WP5 1-DEA CA EPBD 6 is integrated in the website 5 11 Database updated WP2, WP6, WP1, 1-DEA New CTM reports and new elements on country 36 WP5 reports are included in the Database of content. 12 Database updated final WP2, WP6, WP1, 1-DEA Database updated with final CTM reports and 60 WP5 sections fo the country reports added / updated. 45 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 LIST OF CRITICAL RISKS Critical risks & risk management strategy Grant Preparation (Critical Risks screen) — Enter the info. Risk Description Work Package Proposed Mitigation Measures number No(s) 1 As implementation progress and the needs change WP2, WP3 A flexible structure has been planned for central teams, which can adapt to new needs and this could result in less impact of the CA’s over time. national experts are involved in working group, which influence the selection and develop With change in directive the focus of countries shifts topics for sessions. Content of central teams are not fully fixed for the whole CA EPBD 6 towards new needs. Unless the CA is adapted to new and gives better possibility to adapt to changes. needs the impact of the CA could be significantly reduced. This is likely to happen. 2 For many elements of the EPBD directive most WP2, WP3 More focus on deeper workshops, giving possibility to go more in detail and more interaction countries have systems in place, and there is less between national teams depending on different organisations. Flexibility in structure giving focus on development of new systems and more possibility to adapt and focus on longer sessions in order to do deeper in different solutions. on specific details, which becomes obvious during Focus on fewer and longer sessions (double sessions). the implementation. Countries could therefore be reluctant to learn from other organisations in other countries. 3 As the whole EPBD becomes more complex by each WP2, WP3, WP4 With 2 annual meetings a structure we be searched where the meetings could be more revision and as many details are covered by the latest thematic or better adapted to be covered by only 3 experts. The more frequent meetings revisions, including funding, fuel poverty, complex should also lead to that less than 18 parallel sessions at each meeting. If more sessions lifecycle calculations or electro mobility it can be are added they should support the existing element an to a higher degree aim at the same difficult for many organisations to find 3 experts expertise. More sessions should become double sessions or at least linked sessions. Some that can cover all areas at one meeting if these are elements could perhaps also be better planned at individual workshops or in collaboration covering the whole spectrum. with the other CAs to ensure the right participation. 4 Unforseen events such as mutations of the COVID WP3 More frequent meetings are planned and time is foreseen for the time of the year where the 19 virus, a new pandemic or other events, could travel restrictions has been smaller in in COVID 19 pandemic. In case meetings will need to make prysical meetings impossible and this would be cancelled due to such reasons structure and timing will be adapted as much as possible impact the impact whcih can be achieved by the CA in order to gather experts. EPBD project as it was seen in the CA EPBD v and from the other CA's. 5 As the project starts the final revision of the EPBD WP2, WP4 The structure of the CA is made more flexible through the system of central teams adopted 46 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Critical risks & risk management strategy Grant Preparation (Critical Risks screen) — Enter the info. Risk Description Work Package Proposed Mitigation Measures number No(s) directive is not known. The new elements of the to the four main areas of new focus areas and some overlaps. Increased collaboration and use directive are the ones with the highest potential for of working groups make it possible to take up new topics. Topic leads are further a flexible learning from first movers or from different options. structure which can help to raise new elements, not foreseen in the originally structure. At the same time this can lead to different workload This will request more collaboration between teams. Increased collaboration with CA EED for the central teams. This is likely to happen, but and CA RES is foreseen. The share between teams will be revised through the CA EPBD 6. impact can be reduced through flexibility. 6 It has in the past been very difficult to collect inputs WP5 A more flexible structure has been planned where elements in the database can be uploaded for the reporting from Countries as well as to run the and updated instead of needing all sections to be published in one go (as one printed book). review process and this tends to intensify because Further the review process has been made simpler and also a reduced need for contribution of an increasing pressure of many of the national from each country at the time. experts. This as lead to significant delays on the A possibility of having the country sections to be updated in multiple smaller updates will be book in the past. Some individual elements can considered. As example focusing on adding one or a few sections or a clean update of existing delay the overall outcome. As the implementation is material instead of a complex new version. The possibility of having external writing / editing done by different parts of the organisations or even support will also be investigated in the CA EPBD 6 as this was very successful in the CA by different organisations and not only by the CA EPBD V project. partner itself. It is likely that similar issues will exist also in CA EPBD 6, but impact will be smaller as structure of reporting is changed. 7 It has in CA IV & V been difficult to collect the WP6 A process with focus on “mandatory spread sheets” for country economic reports has been national contributions for the periodic economic foreseen for CA V reporting, making it easier for the coordination to push for reporting reporting and process has been little transparent, and also to support the countries. Similar a boost on the economy support is foreseen in because of the new use of reporting directly in comparison with CA IV and the first half of the CA V project. the ECAS portal. This can impact some key deliverables, such as content database and KIDs, significantly and must be foreseen. 8 In the recent year inflation has increased WP2, WP3, WP4 The costs for flying and the costs for hotels will be evaluated and it will be checked if the significantly and in particular there is an increase maximum levels should be changed to average levels or if they need to be increased. In case in flight tickets at the same time as options to fly this would lead to lack of funding it will be considered to make more meetings virtual e.g. has decreased. This could lead to that experts and the last In-depth workshop or more meetings. It will however be aimed that this does not management team cannot keep flight and hotel costs account for multiple meetings in a row as this seems to reduce the impact of the CA EPBD. 47 Project: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Critical risks & risk management strategy Grant Preparation (Critical Risks screen) — Enter the info. Risk Description Work Package Proposed Mitigation Measures number No(s) below 1000 € for plenary meetings and 900 € for management team meetings. 48 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Programme for the Environment and Climate Action (LIFE) Description of the Action (DoA) Part B (LIFE Standard SAPs and OAGs) Version 2.0 14 November 2022 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 History of Change Change # Change Date Place V1.0 Initial version. (1.0) 29.06 2022 V2.0 Grant Preparation first version. (2.0) 22.09 2022 1 ESR comment: 22.09 2022 Annex 1 Part A, WP2, just before The definition of CTs could have been more detailed as regards important the description of elements, e.g. building inspections, digital logbooks, data task 2.1. collection/exchange/databases, the EU taxonomy and state aid policy. Consortium reply: Some new sections have been introduced under work package 2 to describe the need for knowing the revised EPBD better before the work of these teams are fully decided. This will include link to articles in the final version of the directive. 2 ESR comment: 22.09 2022 Annex 1 Part A, WP2, just before The inter-linkages between the various CTs could have been better the description of highlighted, for example as regards EPCs, renovation passports and the task 2.1. SRI. Once the new EPBD is adopted, the proposal should look into visualizing the relations between CTs and the articles of the Directive. Consortium reply: Similar to the point above. This has been inserted just before the description of tasks in WP2. 3 ESR comment: 22.09 2022 Annex 1, Part B, 1.4 Concept and The procedures to identify the topics for technical sessions and to collect methodology input from and engage partners not represented in the Management Team are not sufficiently detailed. Consortium reply: Sections have been included under Parallel Sessions and Plenary Meetings to describe such options. 4 ESR comment: 22.09 2022 Annex 1, Part B, 1.4 Concept and Regarding the structure of the Plenary Meetings, the proposal is methodology encouraged to develop a structure that truly allows for interaction and informal exchanges. Consortium reply: A section has been included under Parallel Sessions. 5 ESR comment: 22.09 2022 The proposal should also consider indicators reflecting the impacts on implementing policies and measures, including references in policy documents/impact assessments, or testimonials who would confirm impacts on implementation processes and documents. Consortium reply: Concerted Action EPBD is strongly integrated in the implementation process as the key actors are deeply involved in the project. It has therefore been found difficult to provide indicators which could reflect what would have happened if the CA EPBD did not exist. Quantitative documentation for the impact would therefore relate to session reports, number of presentations, questions analyses in questionnaires, number 1 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 of countries or experts participating in meetings (as described in deliverables …). A more qualitative documentation of the impact will be made through key statements from each of the participating organisations / experts and through surveys such as Poll Everywhere at plenary meetings. 6 ESR comment: 22.09 2022 Annex 1 Part A, WP 6, There is no sufficient quantification of the public factsheets on best Communication practice, which could further support the impact of the proposed action. Plan Consortium reply: Factsheets have been removed from WP6 and integrated in the work on the communication plan, as factsheets are one of the elements that will be handled as part of this plan. 7 ESR comment: 22.09 2022 Annex 1 Part A, Deliverables D4.1 In WP4, it is not sufficiently clear what some of the activities aim to to D4.8 achieve, notably Task 4.1 and Task 4.2 and how they interact. Consortium reply: Task 4.1 and 4.2 have been combined into one section on working groups and study groups. Now task 4.2 as task 4.2 on Topic Leads has been made section 4.1. Whole section with tasks 4.1 to 4.8 has been separated in 3 set of activities each with indication of specific aims. 8 ESR comment: 22.09 2022 Annex 1 Part A, WP2, In WP2, the central database with questionnaires (support function 1) questionnaires needs to be better explained. Consortium reply: More details have been added under WP2, focusing on possibilities to register questions and list of countries having answered. 9 ESR comment: 22.09 2022 The opportunity to streamline these should not be missed e.g. by developing a single integrated IT platform or at the very least to ensure interoperability. Consortium reply: Some elements such as listing of questionnaires will be linked to Glasscubes and will be accessible for CTMs and perhaps all CA experts, while other elements will be for the coordination only or they need to be handled in a system with very limited / controlled access such at e.g. register of participating experts. It will therefore be quite different systems, but integration and similarity in user interface will be searched as much as possible. Text has been adjusted under the individual elements. 10 ESR comment: 22.09 2022 Annex 1 Part A, Deliverable D2.1, The proposal should explore merging or bundling some of the Mile Stones deliverables to improve consistency. Consortium reply: Agendas and 10 lines have been combined into one deliverable D2.1 and deliveries on uploading and finalizing material in database and website has been transformed into a few Milestones (combining results of multiple WPs) 11 ESR comment: 22.09 2022 Annex 1 Part A, Deliverable D4.2 It is also unclear what material will be collected for D4.2. 2 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Consortium reply: Material collected under this deliverable is depending on what type of activity. In joined workshops or joint working groups the material will be similar to the internal workshops and working groups, but adjusted to fit with relevant CAs. For general collaboration it will be included in different work or outcomes. The main deliverable under D4.2 is therefore a report, summarising these activities and outcomes. D4.2 is adjusted to clarify this reporting. 12 ESR comment: 22.09 2022 Annex 1 Part A, Deliverable D6.1, It is very positive that only relevant sections of the country reports (D6.1) D6.2 and D6.3. will be updated, but this should preferably be done on a rolling basis rather than only once during the project lifetime. Consortium reply: D6.1, D6.2 and D6.3 as well as Work Package 6 description has been updated to reflects that elements could be updated in multiple but each smaller piece only considering some of the sections. The link to BSO is further strengthened as this could also influence towards and more periodic updating of some elements. 13 ESR comment: 22.09 2022 Annex 1 Part B, 4.1 Setup of the The management of the action appears rather rigid, with an exceptionally project strong role of the overall coordinator and a management team that oversees all main processes and decisions. The proposal does not sufficiently detail how the partners outside this inner circle are involved in decision-making. Consortium reply: Text on the contractors meeting has been included in the section 4.1 on setup of the project as well as possibilities of influence on the selection of topics or sessions has been included multiple places under WP2 (Evolving Strategy Reports) and throughout the description of the structure and organization. 14 ESR comment: 22.09 2022 Annex 1 Part A, WP2, months of Where the allocation should reflect the fact that some Central Team work Managers are outsourced. Consortium reply: The months of work has been adjusted to reflect the outsourcing of CTM roles etc. 15 ESR comment: 22.09 2022 Annex 1 Part A, WP4, task 4.7 and The use of resources for international collaboration should be carefully 4.8 weighed against the benefits to support the implementation of the EPBD in the Member States and Norway. Consortium reply: Text on tasks 4.7 and 4.8 on international collaboration has been clarified. 16 ESR comment: 22.09 2022 Annex 1 Part B, 4.3 Green The proposal should consider environmentally friendly forms of Management transportation and accommodation when organising CA meetings. Consortium reply: A section on transport has been added under 4.3 Green Management. 3 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 17 CINEA comment: Annex 1 Part A, WP1, task no 1.8. Please include the following in WP1: Task no 1…: Common LIFE program activities. Contribute, upon invitation by the Agency, to common activities related to information (like reporting on impact indicators), dissemination and visibility, and synergies with other LIFE and EU supported actions. Consortium reply: Included in WP1 as task 1.8. Travel included as part of the 30 travels for other events below. 18 CINEA comment: Annex 1 Part A, WP1, deliverables Please include the following deliverables in WP1: D1.3 and D1.4. • ‘Extract of the project data from LIFE KPI webtool’ by month 9. • ‘Update extract of the project data from LIFE KPI webtool’ by M60. Consortium reply: Included in WP1 as deliverables D1.3 and D1.4. 19 CINEA comment: Annex 1 Part A, WP1, deliverables A brief description of each deliverable needs to be provided, including and WPs format and language. Consortium reply: Text for each deliverable is included as part of these descriptions. 20 CINEA comment: Throughout all documents / Please check systematically that acronyms of participants in Part B and in annexes and in the detailed budget (Excel file) are identical to those in Part A (e.g. those ECAS portal. automatically generated by the system). Consortium reply: All acronyms have been adapted in collaboration with relevant partners and documents have been adjusted to include consistent acronyms for partners 21 CINEA comment: Annex 1 part B. Please add the annex with the description of beneficiaries at the end of Part B (this will become Section 5 – Composition of the consortium). Consortium reply: Added to annex 1 part B. 4 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 TABLE OF CONTENTS 1. RELEVANCE ....................................................................................................................................................................2 1.1 Background and general project objectives ...............................................................................................................2 1.2 Specific project objectives...........................................................................................................................................3 1.3 Compliance with LIFE programme objectives and call topic .....................................................................................4 1.4 Concept and methodology ..........................................................................................................................................5 1.5 Upscaling results of other EU funded projects ...........................................................................................................8 1.6 Complementarity with other actions ...........................................................................................................................9 1.7 Synergies and co-benefits with other LIFE sub-programmes .................................................................................10 1.8 Synergies and co-benefits with other EU policy areas ............................................................................................10 2. IMPACT ...........................................................................................................................................................................11 2.1 Ambition of the impacts .............................................................................................................................................11 2.2 Credibility of the impacts ...........................................................................................................................................12 2.3 Sustainability of project results .................................................................................................................................13 2.4 Exploitation of project results ....................................................................................................................................13 2.5 Catalytic potential: Replication and upscaling ..........................................................................................................15 3. IMPLEMENTATION ........................................................................................................................................................15 3.1 Work plan ..................................................................................................................................................................15 3.2 Stakeholder input and engagement..........................................................................................................................16 3.3 Timetable (n/a for stage 1) ........................................................................................................................................18 3.4 Impact monitoring and reporting ...............................................................................................................................19 3.5 Communication, dissemination and visibility ............................................................................................................19 4. RESOURCES..................................................................................................................................................................22 4.1 Consortium set-up .....................................................................................................................................................22 4.2 Project management .................................................................................................................................................23 4.3 Green management ..................................................................................................................................................25 5. MEMBERS OF THE CONSORTIUM .............................................................................................................................25 5.1 DEA / DK (DENMARK) 01 ........................................................................................................................................25 5.2 OIB / AT (AUSTRIA) 02 ............................................................................................................................................26 5.3 CSTC / BE (BELGIUM) 03 ........................................................................................................................................27 5.4 SEDA / BG (BULGARIA) 04 .....................................................................................................................................30 5.5 MECI / CY (CYPRUS) 05..........................................................................................................................................31 5.6 MIT / CZ (CZECH REPUBLIC) 06 ............................................................................................................................32 5.7 BAFA / DE (GERMANY) 07 ......................................................................................................................................33 5.8 MEC / EE (Estonia) 08 ..............................................................................................................................................34 5.9 CRES / EL (GREECE) 09 .........................................................................................................................................35 5.10 IDAE / ES (SPAIN) 10 .............................................................................................................................................37 5.11 MOTIVA / FI (FINLAND) 11 ....................................................................................................................................38 5.12 MTE / FR (FRANCE) 12 .........................................................................................................................................40 5.13 MPGI / HR (CROATIA) 13 ......................................................................................................................................41 5.14 EMI / HU (HUNGARY) 14 .......................................................................................................................................43 5.15 SEAI / IR (IRELAND) 15 .........................................................................................................................................44 5.16 ENEA / IT (ITALY) 16 ..............................................................................................................................................45 5.17 LRAM / LT (LITHUANIA) 17 ...................................................................................................................................46 5.18 MEAT / LU (LUXEMBOURG) 18 ............................................................................................................................47 5.19 ME / LV (LATVIA) 19...............................................................................................................................................48 5.20 MTIC / MT (MALTA) 20 ...........................................................................................................................................49 5.21 RVO / NL (NETHERLANDS) 21 .............................................................................................................................49 5.22 ITB / PL (POLAND) 22 ............................................................................................................................................51 5.23 ADENE / PT (PORTUGAL) 23................................................................................................................................52 5.24 MLPDA / RO (ROMANIA) 24 ..................................................................................................................................54 5.25 BOVERKET / SE (SWEDEN) 25 ............................................................................................................................55 5.26 TSUS / SK (SLOVAKIA) 26 ....................................................................................................................................56 5.27 MZI SL (SLOVENIA) 27 ..........................................................................................................................................57 28 NVE NO (NORWAY) Associated Partner..................................................................................................................58 1 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 1. RELEVANCE 1.1 Background and general project objectives Background and general project objectives Buildings are responsible for approximately 40 % of the final energy consumption and 36 % of energy- related greenhouse gas emissions in the European Union. Buildings therefore need to contribute significantly to the climate mitigation and reduction targets of the EU. Buildings energy performance is regulated in multiple European Union Directives and in particular in the Energy Performance of Buildings Directive 2018/844/EU. However, most of the provisions are left for implementation by the individual Member States and there is significant room for national adaptation. Since buildings are complex and since there are many actors involved in this sector, a large potential is still untapped in this field. The implementation of policies, and specifically the different elements of the EPBD, vary significantly between Member States. The main objective of the Concerted Action EPBD is to support a full and efficient implementation of the EPBD Directive in all Member States and beyond. The aim is to accelerate this process through exchange of good and bad experiences in all Member States. By acting as a forum for information exchange, the CA allows participating countries to develop new and more effective solutions and discuss pros and cons of specific approaches. It is also the aim of the project to help countries converge towards common and efficient solutions, where experiences from all Member States can help improving existing approaches and create additional savings by lessons learned across Europe. By learning from mistakes and successes of other Member States, the project helps countries develop efficient solutions, which are in some ways similar but still adapted to the national circumstances. This leads to convergence without the issues of malfunction due to special national circumstances, which could be the issue of a full harmonisation. When new provisions come into place, for instance through a revision of the directives, the CA EPBD will support a faster and more efficient implementation through the sharing of knowledge on best practices and experiences with the first implementation. This way all Member States can learn from success stories as well as they can learn from less successful implementations or challenges in other countries. This way the project aims to speed up the full implementation of provisions and support a higher impact. Although the project in many areas focus on interaction between Member States, it also supports the communication between the European Commission (DG ENER) and the Member States and it creates room for informal dialogue between all parties involved in the implementation of the EPBD. It further attempts to make the most benefit from other projects financed by the EU, research done by its institutions as well as lessons learned by stakeholders or organisations. In many countries, the national team involved in a specific area of the EPBD Directive is small but in other cases, the national teams could be of one or a few persons for a specific topic. Through the Concerted Action, these people are then brought together across Europe with the aim to create a larger environment where solutions can be discussed among experts having the same issues to solve or the same challenges. To achieve its main targets, the Concerted Action brings together key experts involved in the implementation of the EPBD from all Member States. A central part of this is done through the Concerted Action Plenary Meetings, In-depth Workshops or Study Tours, where each Member State is allowed to send a group of experts (typically 3 from each partner at Plenary Meetings). At these meetings, experts learn from best practices, challenges and solutions in all other Member States. As this happens in a confidential environment with many interactive and informal elements, it becomes possible to learn as well from good as from bad experiences. They can also seek new solutions or solve challenges in free and confidential discussions. Plenary meetings, In-depth Workshops and Study Tours are therefore at the core of the project. 9 meetings are planned for the CA EPBD 6 of which 2 are expected to be In-depth workshops with 2 parallel streams, while 7 are planned as Plenary Meetings with 3 parallel streams. From the beginning of the project, one meeting is planned to be virtual (the last In-depth workshop), but if budget and the situation around COVID 19 allows it, all these meetings will be held as physical meetings. To support these meetings and to share further experiences between the meetings, a support structure of communication through Glasscubes, Webzines and News items is set in place to foster a free 2 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 information flow. Some of these are for CA members only and therefore confidential. Other structures such as the CA EPBD Website and published reports aim at a broader group of experts. As there are hundreds of millions of building owners and actors across the European Union, other stakeholders play a significant role in the rolling out of energy efficient solutions. The CA EPBD therefore aims to involve stakeholders in the implementation of the directive. Some of the activities of the Concerted Action are therefore aimed at sharing experience and ideas with important stakeholders, especially EU umbrella organisations from the building value chain, of which many are active in the field of energy performance of buildings. Some specific activities such as stakeholder meetings or public reporting aims at fostering this exchange of views and knowledge. The CA EPBD develops and maintains a strong and important network in the field of Energy Performance of Buildings, probably the best network in this area anywhere in the world. This network helps to share experience between its members, at the main activities, but also between meetings. This network aims to be at the top of the implementation of energy efficiency in buildings and aims to support all its members in gaining knowledge and power to implement efficient policies in every part of energy use as well in new as in existing buildings. It is a further aim of the project to make this capacity available also outside the European Union to support implementation of energy performance in buildings policies more widely over the world. This will be done as well through learning from other countries or continents as well as from a wider dissemination of the results and good solutions found in the CA EPBD project, as well as through ad-hoc interaction with non- EU countries’ administrations. 1.2 Specific project objectives Specific project objectives As the CA EPBD 6 starts, the EPBD is under revision and a new version will be implemented during the timing of this project. This means that the CA EPBD 6 project will run under 3 different phases: Phase 1 will support the full and efficient implementation of the EPBD Directive with the recast in 2010 and amendment in 2018. Phase 2 will support the preparation and implementation of the new EPBD, which is expected to come into force in 2023. Phase 3 will support the full and efficient revision of the reviewed Directive once the provisions have come into force. This will require more flexibility and readiness to adapt than it was the case for previous versions of the CA EPBD, notably since the ongoing revision is expected to further increase the range of thematic areas to be addressed. Again, this requests a more flexible set up, notably in the structure of the teams supporting the work of the CA. Objectives and details will therefore change and will depend on the results of the negotiations. Some of the objectives as these are seen in 2022: 1. Enhance and structure the sharing of information and experience from national implementation and promote good practice in activities required of Member States for implementation of the Energy Performance of Buildings Directive (EPBD). 2. Create favourable conditions for faster convergence of national procedures on EPBD-related matters. 3. Develop a direct link with the other two buildings-related Concerted Actions that were established within the IEE programme. First, the CA-RES, focussing on transposition and implementation of the Renewable Energy Directive (2018/2001/EC). Second, the CA-EED, focusing on transposition and implementation of the Energy Efficiency Directive (DIRECTIVE 2018/2002EU), where National Energy and Climate Plans are expected to include initiatives towards building energy efficiency. 4. Supplement the work of the Article 26 Committee and possible ad-hoc groups on CEN (European Committee for Standardization) standards and certification exercises. 5. Establish a dialogue with the CEN in their work and implementation standards to support the implementation of the latest versions of the EPBD and preparation of a life cycle carbon calculation method. 3 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 6. Support European Member States to use their National Energy and Climate Plans, Long Term Renovation Strategies and Energy Renovation Action Plans to report progress on the EPBD implementation. As with previous instalments of the Concerted Action, CA EPBD 6 will strive to result in a more harmonized approach, improved implementation and actual application of the EPBD in all the countries involved, as well as helping to disseminate best practices between the countries. 1.3 Compliance with LIFE programme objectives and call topic Compliance with LIFE Programme objectives The Concerted Action EPBD 6 directly supports the following LIFE Clean Energy sub-programme objective: “support the development, implementation, monitoring and enforcement of relevant Union legislation and policy on the transition to sustainable renewable energy or increased energy efficiency, including by improving governance at all levels, in particular through enhancing capacities of public and private actors and the involvement of civil society”. The project will notably contribute to the area of intervention on “Building a national, regional and local policy framework supporting the clean energy transition”, by building the capacity of public authorities to deliver under relevant plans and strategies (e.g. long-term renovation strategies), by supporting the development and effective implementation of clean energy policies and supporting actions that put into practice the enabling provisions included in the European legislation on clean energy.1 CA EPBD 6 further supports the implementation of the 2030 energy and climate policy framework, the EU’s climate neutrality objective by 2050, and the new EU strategy on adaptation to climate change. This happens mainly through the support for energy performance in buildings, focusing on energy efficiency and integration of the small-scale renewable energy systems in the supply or directly in buildings (nearby). In particular, the support is linked to a strong and efficient implementation of the EPBD directive, but also through the collaborations with the Concerted Actions on the EED and RES Directives, where further elements are covered. The major impact of the CA EPBD comes through its contribution to achieving the full potential of the EPBD Directive’s implementation. In this way it contributes to the objectives and targets of the EPBD: As the impact assessment estimates in its MIXwoEPBD scenario, the primary energy consumption will decrease by 10% by 2030 whereas final energy consumption will decrease by 24% by 2030.2 The Moderate and High1 scenario estimate a reduction between 3.6%-11.7% in 2030 and 15.8-34% by 2050.3 Therefore, the EPBD will contribute significantly to the EU’s energy independence and energy security. 1 Annex to the Commission Implementing Decision on the adoption of the multiannual work programme for the years 2021-2024 for the LIFE programme, Brussels, 9.7.2021 C(2021) 4997 final ANNEX 1, https://eur-lex.europa.eu/legal- content/EN/TXT/PDF/?uri=CELEX:32021R0783&from=EN 2 COMMISSION STAFF WORKING DOCUMENT IMPACT ASSESSMENT REPORT Accompanying the Proposal for a Directive of the European Parliament and of the Council on the energy performance of buildings (recast), 15.12.2021 SWD(2021) 453 final PART 1/4, pp. 68-69. 3 COMMISSION STAFF WORKING DOCUMENT IMPACT ASSESSMENT REPORT Accompanying the Proposal for a Directive of the European Parliament and of the Council on the energy performance of buildings (recast), 15.12.2021 SWD(2021) 453 final PART 1/4, p. 76. 4 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 The socio-economic impacts are also significant in terms of how the implementation of the EPBD will affect energy poverty. It is estimated that by 2030, energy poverty will reduce by 0,4-1,7 percent. Energy costs for consumers are expected to be between 2-8% lower by 2030 and 12-27,6% lower by 2050.4 For the environment, MIXwoEPBD scenario estimates a reduction of 0,6 percentage points of GHG- emissions by 2030.5 Between the Moderate and High1 scenarios, GHG-emissions in space heating and cooling will reduce by 4.2-22.8% by 2030 and 20.6-53.5% by 2050.6 Compliance with the call topic This proposal is submitted in response to a call to identified beneficiaries, aiming at funding the next instalment of the EPBD Concerted Action. The project includes all partners defined by the call and is developed to fit with the project time on 5 years. 1.4 Concept and methodology Concept and methodology A general assumption is that all Member States actually want to implement the EPBD provisions in an efficient way and that they want to achieve energy savings and reductions of emissions as this supports as well international as national targets. The issue is, however, that there are economical, technical, legislative and knowledge issues that hamper such a full implementation. Especially, it is assumed that large gaps exist in the field of knowledge in policy development, on efficient solutions and good arguments for such policies. As many of the provisions result in large costs, there could be significant opposition to new policies or efficient implementation. None of the Member States has optimal solutions covering all the articles of the Directive but all countries do have good examples in some parts of the Directive. In other words, there is much information on solutions, but it is spread all over Europe and many of the responsible teams sits in smaller national, regional or local networks, impeding the efficient allocation of information between Member States. The Concerted Action contributes to overcoming this barrier and helps the transfer of knowledge between like-minded experts all over the European Union. The Concerted Action EPBD therefore aims to offer a platform where information on successful implementation, tackling of challenges and knowledge on implementation is shared between key actors in the policy development and between all Member States. This is done in a confidential environment where good as well as bad experiences can be freely exchanged. Alternative solutions can be discussed and pros and cons can be given to such solutions as well as feedback on challenges or solutions to overcome such challenges can be shared. Plenary Meetings and In-depth Workshops A key element of the Concerted Action EPBD is to bring central experts together from all EU Member States. These experts represent ministries, agencies, universities, research institutes and control authorities all having a central place in the national implementation of the Directive. They further represent all parts of the Directive. A very central part of this are the Plenary Meetings and In-depth Workshops. It is the intention of the CA EPBD 6 to have one Plenary Meeting approximately every 6 months throughout the whole project. This gives the possibility to have a meeting every spring and every autumn during the five years of the project. This is more frequent than in the previous Concerted Actions for the EPBD. As there would need to be 4 COMMISSION STAFF WORKING DOCUMENT IMPACT ASSESSMENT REPORT Accompanying the Proposal for a Directive of the European Parliament and of the Council on the energy performance of buildings (recast), 15.12.2021 SWD(2021) 453 final PART 1/4, pp. 86-87. 5 COMMISSION STAFF WORKING DOCUMENT IMPACT ASSESSMENT REPORT Accompanying the Proposal for a Directive of the European Parliament and of the Council on the energy performance of buildings (recast), 15.12.2021 SWD(2021) 453 final PART 1/4, p. 69. 6 COMMISSION STAFF WORKING DOCUMENT IMPACT ASSESSMENT REPORT Accompanying the Proposal for a Directive of the European Parliament and of the Council on the energy performance of buildings (recast), 15.12.2021 SWD(2021) 453 final PART 1/4, p. 76. 5 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 additional time before the first meeting for the planning and after the last meeting for reporting, this would result in 9 meetings in total. Meetings are expected to be held in April and in October every year, but will be planned with due respect to the CA EED and the CA RES meetings, either to avoid overlap or to ensure increased synergy, if possible to organise joint meetings. A Plenary Meeting will typically last for two days and have three parallel streams of sessions. The three streams will typically contain 12, 15 or 18 of technical sessions in total. They will start with a plenary session, presenting common information relevant for all participants and will end by a closing session where some of the results of the technical sessions will be shared among all participants. In the previous CA EPBD projects, there were nearly always 18 sessions at each plenary. The CA EPBD 6 will experiment with a more flexible setup for sessions, with a greater use of double or triple sessions allowing a deeper dive into a subject. The CA EPBD 6 will also include other formats where e.g. the sessions cross over or breaks out in even smaller groups. In-depth Workshops will typically only have 2 parallel sessions and will have a smaller number of sessions. They can further be combined with study tours, with site visits or other types of elements and the plenary sessions will be optional, depending on the need for common discussions / information. In- depth workshops will have a free format. While there is typically the possibility for each country to participate with 3 experts paid by the project for the plenary meetings, the number of experts for in-depth workshops would be only 2. As well for plenaries as for in-depth workshops, the countries are allowed to send additional experts at own costs. The format of as well plenaries as in-depth workshops will develop over the project based on the needs for sessions and the feedback from the participants. In any case, the selected sessions will be agreed with DG ENER and CINEA. Plenary meetings and in-depth workshops will be planned for physical participation, as the results and impacts of the meetings require physical presence, interaction, confidentiality and informal elements, but in case of travel restrictions (as seen with COVID 19) or because of budgetary reasons, such meetings can in individual cases be planned for virtual participation. Parallel sessions: The parallel sessions of the plenaries and the in-depth workshops are the central place for the exchange of technical information on implementation of the EPBD, for development of policies and the sharing of experience on best practices and challenges in policies or implementation issues. Parallel sessions can for instance include presentations and discussions of Member State examples, overview on policies, poster presentations, round table discussions, panels or different forms for voting or knowledge collection. They will typically be of 90 minutes, but sessions can be planned for longer or shorter depending on topics or circumstances. It is the aim that sessions should be interactive and use the large collective knowledge represented in the group of experts, but it is the expectation that multiple formats will be used for the sessions at each of the plenaries or in-depth workshops. The CA EPBD will prioritise to work with on-site sessions allowing for round table discussions (cabaret setup), as this has shown to be the most useful for interactive sessions. There will further be organised training elements (by RVO) for interactive sessions (for CTMs and possible session leaders), encouragements for double sessions and sessions where the number of presentations are limited. However, each session should reflect the topics discussed and level of prior knowledge. All participants can at any stage propose ideas for sessions and topics in general. This can happen though the sessions where such ideas are collected, through special sessions focusing on future topics, though informal sessions, though a poster or similar at each plenary, though working groups, direct contact to CTMs or coordinator and though the Glasscubes. CTMs will then include these ideas in the list of possible topics for sessions in the Evolving Strategic Reports for selection of these at the Management Team Meetings. All CA experts will further be encouraged to take the lead of sessions. For each parallel session a short objective, a 10-liner describing the main elements, a small preparation report (max 7 pages) and a session report including main conclusions (max 10 pages) will be developed. In some cases, a questionnaire will be circulated and filled in in advance in order to evaluate the current situation / implementation in all Member States. All material for sessions including mentioned documents and presentations will be uploaded to the CA EPBD Glasscubes for internal use in the project. These will be confidential under the CA agreement (see below). Sessions will further be used to share experiences from other projects or from research, for instance from the Joint Research Centre (JRC) or EU-funded projects. These external speakers will typically be speaking on remote distance, in order to avoid traveling for a short intervention as well as for confidentiality reasons. In case the external speaker or active participant plays a central role in the 6 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 session, it will however be preferred that these are present and not online. This will be decided on an individual basis. Organisation of plenary meetings The Management Team consisting of all Central Team Managers (CTMs) and CINEA sets up each CA plenary meeting and in-depth workshop. The Coordinator leads these meetings. One or multiple Central Team Managers or an appointed session leader will be responsible for each of the parallel sessions. The Management Team, based on proposals coming from each CTM, the Management Team, CINEA or the Commission, will be responsible for the selection of topics. The interest for sessions among countries will further be collected through sessions, questionnaires and interactive elements such as interactive voting or listing and tagging through other medias (flip charts / white boards). Countries will further be able to support the development of topics through working groups and especially through CTM Working Groups (see WP4 description). A summary of the outcomes from each session/workshop will be made by Junior Rapporteurs under the supervision of CTMs and session leaders. Outcomes will be further summarised in the public Central Team Reports. The CA EPBD 6 will introduce sessions where the topics are more open or organised based on reflections from participants during the plenary or through an open forum / collection in Glasscubes, where all partners and experts can contribute. These sessions will allow for continuing discussions, additional topics, for discussions on sessions needed in the future, and will give all participants possibility to influence coming sessions. It will also be continued to have informal sessions, where any CA participant can propose a topic and take the lead in a discussion – these more informal sessions will typically be limited to 1 hour. The Coordinator is responsible for the plenary sessions at the opening and the closing of the Plenary Meetings. These plenary sessions will handle topics common to all CA experts and will give all experts a general understanding of the work in the parallel sessions, results of those sessions and information on the general progress of the CA, from CINEA and the Commission. For the planning of each plenary meeting the work is a cycle as follows: • The process starts with selecting a list of sessions based on the Evolving Strategic Reports, inputs from CTMs, DG ENER and CINEA. • The preparation then includes the drafting of Objectives, 10-liners and Preparatory Reports and other practical preparation (e.g. questionnaires). • The Plenary Meeting is held and material from the sessions is uploaded to Glasscubes. • The meeting is evaluated and session reports with lessons learned are developed and uploaded. • Then the Evolving Strategic Reports are updated based on the topics discussed and proposals from experts and partners. • Then the cycle starts over again. At the start of the project, the different structures and tools of the project is developed including the first Strategic Reports and by the end of the project, the results are then reported. This can be illustrated in the following graph: 7 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Confidentiality In order to ensure free exchange of information, discussions in CA meetings are fully confidential, unless otherwise agreed in consensus by all national contacts. By signing the CA contract, all participating organisations assume the duty to guarantee this confidentiality agreement for all the participants that they bring to the meetings, both their own staff and any experts under subcontract or secondment. Subcontracts within this CA work must expressly include this confidentiality requirement. Any person invited to participate in CA meetings from outside the consortium and the European Commission shall sign a suitable confidentiality agreement, according to the scope of their participation, under terms to be decided by the Management Team of the CA and in accordance with the terms stipulated in the Grant Agreement. Through the existing grant agreements for the CA EED, the CA RES and the CA EPBD, all experts from each Concerted Action is bound by confidentiality for all three CA’s and collaboration can hence be done without further confidentiality agreement for these. In this context, the three CAs can share relevant information and provide access to their internal documents, such as working group papers, presentations and meeting notes, and Glasscubes without compromising the overall confidentiality of the work and discussions delivered in each Concerted Action. A selected number of Management Team members / national experts from the CA EED and CA RES will be granted access to the CA EPBD Glasscubes. Individual deliverables (e.g. reports) marked in this proposal as confidential can be made publicly available if agreed by the Management Team and the CINEA. Should the deliverables contain specific information regarding the participant countries (e.g. results from questionnaires), consent will be required from all the relevant partners. The Management Team and the CINEA may decide how best to request this consent. For example, participant countries may be requested to confirm via email within a specific deadline. In case a specific deliverable involved other Concerted Actions (EED and/or RES), their consent will also be sought. 1.5 Upscaling results of other EU funded projects Upscaling results of other EU funded projects Explain if and how the proposal builds on or up-scales results of other EU funded projects. The CA EPBD 6 builds on and continues previous CA EPBD projects funded under IEE and H2020 programs. This includes continuation of the established and highly experienced network of CA EPBD experts in all EU Member States as well as building on established structures and principles for this collaboration. This way, the activities of the project are well tested and have proven successful in the past 8 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 many years, but having been refined and continuously updated to build on last possible knowledge and technology. CA EPBD 6 continues this development and builds further new elements too in order to address new challenges or refining previous methods. As part of this, the project will continue and further develop the repository of material produced since the CA EPBD first started, including specific areas with documents and presentations from CA EPBD 1, CA EPBD 2, CA EPBD 3, CA EPBD IV and CA EPBD V. This includes as well material from held plenaries, working groups, Central Teams as from managing the project. The CA EPBD Glasscubes will remain confidential and for the members of the CA EPBD only. At the start of the project, the experts not continuing in the CA EPBD 6 will lose the access to the CA EPBD Glasscubes while all new experts will gain access also to material from previous CA EPBD projects to ensure the maximum reuse of materials. The project will also build on and further develop the existing website; https://epbd-ca.eu/. As the team behind the communication will change completely, the website will be adapted to this new situation and it will be evaluated if the website needs any makeover to serve as the external face of the CA EPBD 6 project. It will further be updated to the new structure and the new content of the CA EPBD 6 as well as the Directive in transition to a new revision. The database with public reports from the CA EPBD will be continued in the CA EPBD 6 and it will be evaluated how the new public information reports from countries and CTM teams most efficiently can be updated in the process of the CA EPBD 6. This will include that some sections are kept, some updated, some changed and perhaps some elements be deleted, if these no longer serve the purpose. All previous reports will however still be kept in pdf versions in the document repository connected to the website. This means that all previous reports and books from the CA EPBD 1 to CA EPBD V is still kept in the document archive. It is the aim of this process that the learnings and results from previous projects can still be used for implementation in all Member States and that duplication of efforts can be avoided and instead be changed into a process where exiting results and experience is taken further and made available for the relevant audience. This includes a process where the possibility of developing a better structure or index is explored. The project CA EPBD 6 additionally interacts with other LIFE and HORIZON 2020 projects. This includes projects that are found relevant will be invited to specific sessions. Among other things, this will include presentations of results and outcomes, discussion of these and sometimes participation in group discussions with CA EPBD experts. These projects will be a part of the preparation of plenaries for which CINEA will deliver input. They could be relevant for the individual sessions and it will then be up to the session managers to investigate / decide how these can contribute to the results of the sessions. Results from CA EPBD will further be disseminated and presented at specific events or in direct interventions with these projects. This interaction will also be supported through presentations at major conferences as well as information provided by such events and through the network in general. Open events where the CA EPBD invites other projects as well as external stakeholders to present will be part of this strategy. This way, the projects can learn from the CA EPBD results as the CA EPBD community can seek information through a direct dialogue with those projects. Such open events would typically be connected to other CA events such as the plenary meetings or in-depth workshops, allowing experts to participate without major travel costs. At least two open events are foreseen in the CA EPBD 6 project. 1.6 Complementarity with other actions Complementarity with other actions CA EPBD 6 has overlapping provisions or areas of work especially with the CA EED and the CA RES. Some of the key areas are further overlapping or complementary. It will be explored how the collaboration can be taken further, including making material available across these 3 projects as well as the collaboration with these projects will be continued and strengthened to avoid duplication and to ensure synergies of the work.. The CA EPBD will therefore work closely together with the other CA EED and CA RED projects. This will include, that the 3 CA Coordinators will hold regular meetings for coordination and there will be further effort on mutual participation in as well plenaries as Management Team meetings on a regular basis, which can help to foster further use of overall experience as well as collaborative efforts such as joint working groups or other common projects. 9 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Many elements explored in CA EED and in CA RES have true value for the work of the experts in CA EPBD implementation. For CA EED, it is among other; targets, NEAPs and public buildings, while there are some significant overlaps with CA RES on small renewable and building integrated systems as well as zero energy districts. It will be investigated how we can better build on the accumulated experience and how we can further develop common approaches and projects. This effort will focus on all levels from individual experts to central teams and at the coordinator level. It is also expected that the coordinators coordination forum will be continued in collaboration with DG ENER. Joint events or mutual participation in each other’s plenaries, workshops or study tours can also contribute to this interaction and integration. Joint working groups can be set up for collaborative work in order to use the whole knowledge database and to avoid the duplication in projects. To facilitate easier collaboration between the 3 CA projects, the confidentiality agreement for each project automatically covers the other projects. This way, results and presentations etc. can be shared more broadly or access can be granted to Glasscubes. CA EPBD will also interact with the EU Building Stock Observatory as well on data use as on a data supply level. It will be investigated how this platform can be used to expand the results of the CA EPBD and in particular, the Key Implementing Decisions (KIDs), which are collected from countries as part of the reporting. 1.7 Synergies and co-benefits with other LIFE sub-programmes Synergies and co-benefits with other LIFE sub-programmes The project contributes to the objectives of the LIFE sub-programmes on: • “Climate Change Mitigation and Adaptation” by contributing to a better implementation of the EPBD and thus a reduction of greenhouse gas emissions from the EU building stock; • “Circular Economy and Quality of Life”, by discussing circular and life-cycle approaches as well as a reduced use of resources in the build environment. These efforts are expected to be increased with the Life Circle Carbon Assessment approach that might become a part of the EPBD directive and therefore also a part of the CA EPBD in the future. 1.8 Synergies and co-benefits with other EU policy areas Synergies and co-benefits with other EU policy areas The full implementation of the EPBD, which is the aim of the project, has several positive synergy effects and co-benefits. In the impact assessment to the EPBD7, where the proposed EPBD is a mixture of the Moderate and High1 scenario, estimates within a certain range on several outcomes can be made. For growth and job creation, the energy performance of buildings requires a large use of skilled labour and large investments for renovations of buildings. The resulting enhanced efficiency in buildings therefore increases the employment in all Member States, regionally and locally. As 99% of the firms in the building and construction sector in the EU are small and medium-sized enterprises (SME’s), and with a renovation rate expected to increase by 0.2-1.35% by 2030 compared to the current renovation rate, a significant amount of low- and medium skilled jobs will be created. In the impact assessment relating to the EPBD, it is estimated in the Moderate and High1 scenarios that more than 400.000 jobs will be created in the EU and somewhat below 1.8 million jobs. Renovation of buildings and improved efficiency in general support growth and especially when this is combined with efficient use of international or national funding. This is targeted through the project aim of all provisions of the directive and in particular through work on smart or intelligent funding. For instance, in the Moderate scenario and High1 scenario in the impact assessment, between EUR 29-104 billion per year of value added is created by 2030. 7 COMMISSION STAFF WORKING DOCUMENT IMPACT ASSESSMENT REPORT Accompanying the Proposal for a Directive of the European Parliament and of the Council on the energy performance of buildings (recast), 15.12.2021 SWD(2021) 453 final PART 1/4. 10 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 The EPBD contribution to the reduction of CO2 emissions and emissions of particles as described in 1.3, will in addition contribute significantly to the reduction of air pollution and water use. This reduction of air pollution will have health benefits and help alleviate premature deaths across the EU. The many foreseen renovations can also contribute to strengthening the indoor air climate, contributing to health and productivity of the EU population. Moreover, as communicated in the Commission’s RePowerEU plan, the revised EPBD will also contribute to the EU’s energy independency through significant energy savings and installation of solar energy on buildings via the Solar Rooftop Initiative, creating a legal obligation to install solar rooftops for certain categories of buildings.8 Further, ceteris paribus, the implementation of the EPBD and the resulting lower demand for energy will also assist increased biodiversity. This is because a lower demand for energy will reduce the demand for land to install e.g. renewable energy (wind or solar), making it less costly to use an area of land for biodiversity. Overall, the implementation of the EPBD will therefore contribute to jobs and growth, help alleviate energy poverty, reduce GHG-emissions and air pollution. It further provide health benefits as a consequence of less pollution and better indoor climates in buildings, and it contributes to the energy independency of the EU, and finally, it can contribute to increased biodiversity. 2. IMPACT 2.1 Ambition of the impacts Ambition of the impacts The CA EPBD is highly interlinked with the process of policy development and implementation in all the EU Member States. It is therefore difficult to say what comes from the project and what comes from the daily implementation. It is, however, beyond doubt that the project through this knowledge exchange and learning from good and bad practices improves the implementation in all countries. A percentage better implementation would result in a percentage better results and in the same way a faster implementation through learning from other countries or experimenting together would lead to higher savings. It is however not possible to quantify this. The way to measure the impact of the project is therefore to document that it is good in achieving its objectives on knowledge exchange and learning from good and bad experience. The KPIs of the project are therefore linked to the efficiency of the plenary meetings, in-depth workshops, internal and external communication structures as well as some qualitative statements from the national teams. If topics were good in terms of timing and relevant information and sessions were convincing as well as the participating experts found they learned useful new lessons or solutions, then it must be expected that this then informed the national development of rules, solutions and improved the implementation. Essential for this learning and use of information is the network of the CA EPBD and the possibilities to discuss informally during meetings and keeping contacts between the meetings, as well as the storage of information in Glasscubes. This makes it possible to access information exactly when it is needed or to come back to previous discussions for elements that become relevant. The usefulness of the Glasscubes and the website are other parameters to monitor. Finally, the system of the Evolving Strategic Reports helps to ensure that all good proposals from experts are collected and are valuated in order to make the best possible timing for sessions. This often happens through voting or other kind of support for topics in order to plan for the most relevant topics at any given time in the project. When experts find it is the right time to discuss a topic, they are also more likely to learn from the discussions and to use the results. 8 COMMUNICATION FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT, THE EUROPEAN COUNCIL, THE COUNCIL, THE EUROPEAN ECONOMIC AND SOCIAL COMMITTEE AND THE COMMITTEE OF THE REGIONS, Brussels, 18.5.2022 COM(2022) 230 final p. 6. 11 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 2.2 Credibility of the impacts Credibility of the impacts A central part of the project are plenary meeting and in-depth workshops. These meetings and sessions only work if a large number of the participating countries and experts participate in meetings and session. For Plenary Meetings the KPIs are: Output: Impact/Indicator: Means of verification: 7 plenary meetings At least 90% of countries Meetings attendance lists participate in meetings At least 120 experts participate in Meetings attendance lists each meeting At least 80% of participants find e-survey sent after Plenary topics relevant and sessions Meeting) useful At least 80% of participants e-survey sent after Plenary satisfied with organisation of the Meeting) event (e.g. logistics) In-depth workshops are more targeted and the number of sessions are smaller (only 2 streams). The KPIs are: Output: Impact/Indicator: Means of verification: 2 In-depth Workshops (or study At least 80% of countries Meeting attendance lists visits) participating in workshops At least 70 participants in each Meeting attendance lists workshop At least 80% of participants e-survey sent after event satisfied with the event The Glasscubes online collaborative workspace plays an important role in the internal communication of the project, offering a repository of all the work done by the CA. The KPI’s for the Glasscubes are: Output: Impact/Indicator: Means of verification: 1 intranet available for CA At least 70% of CA Participants Glasscubes statistics, specific members (Glasscubes) actively using the Glasscubes survey by PollEverywhere At least 80% of the CA national experts (3 per country) using the Glasscubes at least from time to time At least 75% of actual users being satisfied with the content of Glasscubes At least 90 % of the documents for Plenary Meetings made available for participants at least 3 weeks in advance of the Plenary Meeting At least 90 % of the presentations and session reports made available within 6 weeks after the Plenary Meeting. The website is central for the external communication of the project results. The KPIs for the website are: Output: Impact/Indicator: Means of verification: 12 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 1 public website At least 32,000 visits on the Website statistics website At least 5,000 downloads from the website and the database with content At least 75% percent of actual users being satisfied with the website and finding information useful and relevant Additionally, the overall impact of the CA EPBD 6 will be measured through the following qualitative targets: Output: Impact/Indicator: Means of verification: Provide Member States with a Enhanced capacity/expertise in Interviews of platform to discuss EPBD administrations Contractors/country teams implementation More robust and better-informed Interviews of policy development Contractors/country teams 2.3 Sustainability of project results Sustainability of project results The better implementation of the EPBD provisions in the Member States will have an impact, which goes long beyond the project itself. Once countries have implemented better and more efficiently the regulation, they are not expected to go back. For the lessons learned, good methodologies or solutions developed, it is part of the setup that these remain available throughout and after the end of the project. This includes the structure of the Glasscubes, which today already includes the results gained in all previous five Concerted Actions EPBD, CA EPBD 1, CA EPBD 2, CA EPBD 3, CA EPBD IV and CA EPBD V. When experts gain access to Glasscubes, they also gain access to all previous results and body of knowledge, including session reports, presentations and other internal reports. It is the intention to continue in the same structure and to ensure that this structure will continue long after the CA EPBD 6 will have ended. Similarly, the public reports are disseminated and kept beyond the project. Again, the public country reports, CTM reports or other material have been maintained since the start of the first CA EPBD project. In the CA EPBD V project, the reports were developed into a database, which will be reused in the CA EPBD 6. Moreover, it is the aim to further develop this and to prepare for this information to exist also after the project ends. This way, experts as well as stakeholders and other countries can continue to learn from lessons learned and systems and solutions developed. 2.4 Exploitation of project results Exploitation of project results The essence of the CA EPBD is in many ways exploitation of results and lessons learned from all Member States. It is the aim of the project that all Member States in the EU learn from good and bad experience in other countries. The sharing of experience takes place mainly through interaction at sessions and workshops, where countries learn directly from each other and target common challenges in a very collaborative way. The structure of communication in the project is targeted to support this sharing of experience through internal channels such as Glasscubes, Webzines and internal reports. These make sure that information stays available for a long time and that these are ready to use when the countries need such information. In order to share also the less favourable results, these channels are confidential and for project members only. These elements are the backbone of the communication strategy. 13 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 External information and dissemination happen through some official and public sources of which the website, the database of content and public reports are the most visible. These aim for exploitation through involvement of stakeholders, which play a central role in the implementation of the EPBD policies, as well on EU level as on the individual country level. A full implementation of the regulation for energy performance in buildings will only be efficient and successful if there is understanding and support among these stakeholder groups. Finally, the external information target other countries throughout the world and give the possibility of reusing results in an area where the EU takes a leading role globally. This global exploitation will be supported through collaboration with other countries or organisations such as the International Energy Agency (IEA). Communication / exploitation strategy A number of channels will be used, some of them for disseminating results and others for communicating key messages (for example, webinars). Some channels will be used for both communication and dissemination – specifically, these are the project website, the webzines distributed to CA members, and the "Glasscubes" online project centre. A detailed plan (Deliverable 5.1) will set out the strategy with regard to each target group, explaining what messages will be conveyed to each group and the means of doing so as well as measuring the plan's effectiveness. The principal target groups are as follows: A. CA participants B. Policy makers at EU level C. European stakeholder organisations D. National Authorities and Agencies E. National stakeholder organisations These stakeholder groups are further described in 3.6 The communication, dissemination and exploitation plan will in further detail describe; the overall strategy to communicate the work of the CA; the aims and objectives per target group including performance indicators for each; the channels used for communication for each target group; key messages to communicate to each target group; guidelines for the project branding, logos, templates and use of material. Dissemination and exploitation of results Dissemination of the CA results will be achieved first of all via the plenary meetings and in-depth workshops, where the participants directly share knowledge. Secondly, the outcomes of the parallel sessions will be disseminated to the CA participants via the Glasscubes online project centre and webzines. Thirdly, publishable summaries of the outcomes will be disseminated publicly via the project website, the database of contents, and/or multimedia content. The channels for dissemination are as follows: • the plenary meetings, as described in section 1.3 and WP3; • an online project centre, "Glasscubes", which facilitates further confidential exchange of information between CA experts (authorised persons); • a webzine and newsflashes sent to CA participants, communicating items of interest to them; • a public website disseminating results and outcomes of the CA EPBD to all relevant target groups, during and after the project; • public factsheets and CTM reports disseminating details on a particular subject or best practice; • a database providing structured information of public outcomes of the CA EPBD; • multimedia content such as webinars, interviews, info-graphics, videos or public newsletters, to further spread relevant messages and information. Exploitation shall consist of embedding the CA's results into new or improved policies or practices, at EU, national, regional or local levels. A communication, dissemination and exploitation strategy in Work Package 6 will set this out in greater detail. Communication Activities 14 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Communication activities foster awareness raising about the project and its relevance during the contract, as well as interaction among the relevant target groups. Communication in CA EPBD 6 will consist of: • the Plenary meetings, where main interaction among CA participants takes place within a confidential environment; • the Project centre, which is the repository of confidential information about the CA, additionally offering facilities for commenting, rating, sharing, etc.; • the Webzine and Newsflashes, communicating important messages in relation to the CA progress to CA participants; • the Website, communicating what the CA EPBD is about to the public; • various forms of multimedia content to inform the public about the CA (e.g. interviews, info- graphics), some of which offers an opportunity for interaction and sharing of opinions (e.g. the webinars, through the Q&A sessions). 2.5 Catalytic potential: Replication and upscaling Catalytic potential: Replication and upscaling Replication of results is one of the central pillars of the CA EPBD project. Especially the plenary meetings and the in-depth workshops are a forum for replication of good examples and good solutions as well as the confidentiality ensure that learning can also be drawn across countries due to discussion of less successful elements. The format of discussions in individual sessions leaves a maximum of possibility of replicating between countries or even that all countries can learn for one best practice and copy some elements in their own implementation. Replication of results is further supported by Glasscubes, which includes material from previous discussions in sessions. Countries will therefore be able to learn and also copy from previous sessions all the way back to the CA EPBD 1 project. In case a need is found and budget can be allocated, the project will further support study tours where participants can have hands on experiences with finalised projects and buildings. These could either be combined to plenaries, in-depth workshops or they could be handled as a separate meeting. Through the public parts of the project, some of the main results can also be replicated outside the project partners (by non-EU countries) and on a more global scale. It is therefore part of the project to develop descriptions of country progress as well as summaries on major topics from the discussions in each of the individual teams. Through the CA EPBD 6, this will build further on the experiences collected in CA EPBD V as well as the database of knowledge developed under this project. This work will mainly take place though the website, but also through interventions at relevant events or projects. A special focus would be paid to IEA, which has work in some major economies outside Europe and activities targeting major developing countries all over the world. On a larger scale, the CA EPBD project will also work closely with the CA EED and CA RES projects to avoid duplication of work but to ensure replication also across the 3 projects and in particular for those areas where there are overlaps between the projects such as for example public buildings or renovation action plans and NEAPS with CA EED and use of renewable energy in connection to NZEB or zero fossil fuel buildings or districts with CA RES. 3. IMPLEMENTATION 3.1 Work plan Work plan 15 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 The CA EPBD 6 is a project, which mainly has a cyclic organisation. Especially for the key element on Plenary Meetings and In-depth workshops, the process takes place on a regular basis. For the CA EPBD 6, this is planned to happen every 6 months over the project and 9 times in total. The work packages and the tasks in these are mainly organised around functions and roles in the project and for most of the tasks, this starts at the beginning of the project or three months into the project and then it ends at the same time as the project or three months before. The project is structured around 6 work packages: WP1: Project management and coordination, covers the overall management on the project and the lead of the Management team as well as the Contractors Meeting. WP2: Preparation of plenary meetings and Central Teams, covers the work of Central Teams / Management Team. WP3: Participation in Plenary Meeting and In-depth Workshops, covers all partners preparation and participation in these meetings WP4: Other collaboration structures / External Stakeholders, involves all partners and covers working groups, topic leads, support for the preparation of session, other collaboration and external elements, working with CA EED and CA RES WP5: Communication and dissemination, covers internal as well as external, including work with Glasscubes, website and the database. WP6: Reporting from the project, involves all partners, the Coordination, the Central Teams and Communication Team The main structure of the work plan is connected to the preparation of the plenary meetings and in-depth workshops. These are the major contributions from WP1, WP2, WP3, WP4 and WP5. The flow of these work packages can be illustrated by the following PERT chart. Most of the work packages will also contribute to the reporting of the project. This is in particular the case for the WP1, through general reporting, WP2, through CTM reports, WP3, through country reports and results, WP5 communication reports, layout and database and WP6 reporting. 3.2 Stakeholder input and engagement Stakeholder input Stakeholders play an important role in the implementation at the EU level as well as at the national level. Engaged stakeholders can support implementation of the provisions of the directive and can help ensuring the impact of these. In the field of buildings, there are many stakeholders across Europe. These includes organisations for producers or products, organisations of skilled workers, building over organisations as well as research and academia. Many of these are the main concern of the EC in connection to the EPBD, 16 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 but the CA EPBD can help addressing these as well on the European scene as it can help countries in addressing these at a national level. Two open events are foreseen in the CA EPBD project most likely in connection to plenary meetings. One of the main contributions by the CA EPBD is to share information on activities on progress in implementation and new initiatives among Member States. This will be done through the natural information channels such as website and database of content, but it could also include direct interaction though open events or by participation in events by these stakeholders, presenting results from the CA EPBD work. Input from other CAs for EED and RES plus the Commission could help fostering such information exchange, as well as EU funded projects can be invited for presentations or discussions. EIB and other finance institutions are other organisations that can be used for such interactions. 17 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 3.3 Timetable (n/a for stage 1) Timetable (projects of more than 2 years) Half 1, 2023 Half 2, 2023 Half 1, 2024 Half 2, 2024 Half 1, 2025 Half 2, 2025 Half 1, 2026 Half 2, 2026 Half 1, 2027 Half 2, 2027 Half 1, 2028 Half 2, 2028 Name O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N 1 Start Contract 2 MTM 01 3 Plenary Meeting 01 4 MTM 03 5 Plenary Meeting 02 6 MTM 05 7 Plenary Meeting 03 8 MTM 07 9 Plenary Meeting 04 10 MTM 09 11 In-depth Workshop 01 12 MTM 11 13 Plenary Meeting 05 14 MTM 13 15 Plenary Meeting 06 16 MTM 15 17 Plenary Meeting 07 18 MTM 17 19 In-depth Workshop 02 20 Glascubes in the air 21 Communication plan 22 New Website 23 Database running 24 Upload first CTM reports 25 Upload country material 26 Upload second CTM reports 27 Final reporting 18 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 3.4 Impact monitoring and reporting Impact monitoring, evaluation and reporting strategy Each of the plenaries will be evaluated through a survey measuring the satisfaction of the participants. This will include questions about the relevance, usefulness of the sessions and if there are things to take home and use in the national process. Additionally, there will from time to time be organised a poll during the meeting to evaluate effectiveness of communication and of the project in general. Countries will also be asked to give statements on the use of the results from the project. Some of these might be more anecdotal while others are expected to be a bit more concrete. The handling of webzines, Glasscubes and other internal communication tools will be evaluated and it will be tested if the CA members are aware of these, if they use them and if they find these functional etc. Communication: The success of all communication, dissemination and exploitation activities will be evaluated against the targets and indicators given in Table Table Indicators and targets for communication and dissemination activities: Indicator Target by M48 Means of monitoring Communication Number of website visits 32,000 Google analytics Percentage of recurring website visitors 36% Google analytics Google search results at least 3 terms in top Google search 5 Number of unique active links from website 200 SEO profiler Number of views of CA EPBD video content* >500 per video YouTube Number of visits per individual interview* >100 Downloads or YouTube Number of attendees for online public events* >70 per event WebEx Dissemination CA participants logged-in to Glasscubes >80% Glasscubes CA participants actively using Glasscubes >70% Survey Webzine/newsflash readability (click-through) >75% per message MailChimp or other tool Overall satisfaction rate among CA members >80% Survey Communication survey response rate 60% Survey * These indicators will only be collected to the extend these multimedia elements are included in the communication and dissemination plan and implemented. 3.5 Communication, dissemination and visibility Communication, dissemination and visibility of funding The main stakeholders include: A. CA participants (designated national EPBD policy makers from 27 countries). In practice, this group comprises over 200 non-permanent representatives who may attend CA meetings. Exchanges aimed exclusively at this group shall remain confidential. Activities will comprise: informing them first-hand of relevant developments; facilitating the sharing of experiences and opinions; identifying challenges; suggesting solutions to problems; raising awareness of 19 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 important stakeholder needs, possible trends and market developments, thereby enabling them to implement more effective national policies. B. Policy makers at EU level. Activities aimed at this group will include communication of the CA EPBD's work as well as challenges, developments and good practice examples; communication of relevant national policy developments and market trends; exchange of information on relevant EU developments and trends. C. European stakeholder organisations. This target group comprises professional associations, industry federations, research institutions, consumer associations, think tanks and the like representing the European energy/construction sector, whose attention is typically focused on EU-level developments and/or developments in multiple countries. Activities aimed at this group will include: communication of the CA EPBD's work as well as challenges, developments and good practice examples; communication of relevant EU policy developments and market trends; exchange of knowledge, including feedback from the market. D. National Authorities and Agencies. This target group is involved in energy efficiency in buildings policy, legislation, implementation as well as compliance monitoring. It typically includes ministries, energy agencies, and local authorities. They may be active at the national or EU levels. Activities aimed at this group will include: communication of the CA EPBD's work as well as challenges, developments and good practice examples; communication of relevant national/EU policy developments and market trends. E. National stakeholder organisations. This target group includes professional associations, technical chambers, industry federations, research institutions, consumer associations, think tanks, banks and insurance companies. They typically focus on their national context. Activities aimed at this group will include: communication of the CA EPBD's work as well as challenges, developments and good practice examples; communication of relevant national/EU policy developments and market trends; exchange of knowledge including feedback from the market. Activities for the different stakeholders will include: Overview of Communication and Dissemination Activities All relevant activities and means are summarised in Table 2.2. Channel Purpose and content Target audiences Planning Level of Type: dissemi Communication nation Dissemination Exploitation Plenary See WP3 A. CA participants; See WP3 CO C, D, PoE meetings including where necessary selected people outside the CA Website Communicate the A. CA participants; Existing website PU C, D work of CA EPBD B. Policy makers at EU revamped by M4. and its objectives. level; Entry point for CA C. European participants for the organisations; "Glasscubes" project centre and for D. National Authorities registration to & Agencies; plenary meetings E. National organisations. Project centre Online collaborative A. CA participants; Operable CO C, D "Glasscubes" workspace where all including where immediately from CA EPBD necessary selected M1 onwards documents are people outside the CA stored, with functions for structured interaction Webzine Communication of A. CA participants; 2-3 months in CO C, D important issues including where advance of each necessary selected plenary meeting people outside the CA Newsflash Communication of A. CA participants; Ad-hoc news CO C, D important issues including where announcement 20 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 necessary selected people outside the CA Database of Self-standing tool for A. CA participants; Database PU D, PoE content online structuring B. Policy makers at EU operable from M7 and easy to find level; (based on topic of C. European interest) information/ organisations; outcomes from the CA EPBD D. National Authorities & Agencies; E. National organisations. CTM reports Summaries of the A. CA participants; Twice within the PU D, PoE CA discussions B. Policy makers at EU contract, first within each level; update in M36, individual CT, second in M60 C. European communicating in a organisations; comprehensive manner information D. National Authorities on a specific topic to & Agencies; the broader public E. National organisations. Country Summaries of the A. CA participants; Update of reports reports CA progress within B. Policy makers at EU during project each country, level; period expected in communicating in a C. European M48 comprehensive organisations; manner information on a specific topic to D. National Authorities the broader public & Agencies; E. National organisations. Exchange Facilitate better A. CA participants; Upon demand communicatio exchange and B. Policy makers at EU n/disseminati sharing of approved level; on material internal or public with other information material C. European initiatives between or with e.g. organisations; CA RES, CA EED, D. National Authorities CEN, BUILD UP, EU & Agencies; Building Stock E. National Observatory organisations. Interaction Interaction and European stakeholder Upon demand and dissemination of organisations, national exchange information with stakeholders, individual with European and companies stakeholders national stakeholders, collection of information Interaction Integration with Countries and important Upon demand and major economies stakeholders beyond exchange outside Europe the EU, international beyond the Dissemination organisations such as European beyond the IEA and UNEP union European Union Multimedia A well-weighted C, D, PoE content choice from the A. CA participants; following options: B. Policy makers at EU Webinars to level; communicate C. European developments, organisations; tbc PU C, D, PoE results or findings on D. National Authorities a specific topic & Agencies; C, D Interviews to share E. National one experts’ opinion organisations. and knowledge C, D 21 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Infographics as a graphic representation of the status quo on a C specific topic. Level: CO: Confidential only for CA members / the consortium PU: Public Type: C: Communication D: Dissemination PoE: Preparation of Exploitation 4. RESOURCES 4.1 Consortium set-up Consortium cooperation and division of roles (if applicable) Each of the partners in the project is selected by their involvement and role in the implementation of the EPBD in their specific country. All must play a central role in the implementation. It is the national representation in the article 26 committee, which has identified and selected the partner for the project from each of the 27 Member States. This ensures the maximum capacity of knowledge on implementation of the EPBD as well as the largest possible impact of the work of the CA EPBD 6. Major decisions in the project on implementation and changes are decided during the Contractors Meeting. Each partner is represented in the Contractors Meeting by the national coordination / contact person (NCP) and the project coordinator leads these meetings. The Contractors Meeting is responsible for the progress of the project and for the overall delivery of the project deliverables and milestones. Major changes in the project including changes in economy or amendments are decided by the Contractors Meeting and major guidelines or descriptions of work will be presented and discussed by the contractors in this forum. The coordinator is responsible for the follow up on decisions in the contractors meeting and also for the general management of the project between meetings and the coordinator is responsible for the preparation of the Contractors Meeting. Meetings between contractors will typically take place in connection to Plenary Meetings and In-depth Workshops, but additional meetings can be made either as physical meetings or as virtual meetings. Each partner through a national coordinator selects the team of National Experts for the participation depending on the selected topics. These experts are selected either through the organisation itself or through in-kind contributions or subcontracts when this is needed. This ensures the expertise down to each individual session or streams of sessions, as each country typically can send 3 experts as it is also the number of streams. The plenary meetings are essential in the exchange of information and the development of new solutions. Each country sends for instance 3 experts for each plenary meeting, but the knowledge base / the members of the CA EPBD is in general a larger number of experts, and for each plenary the best suiting experts are selected depending on the topics to be discussed. Leading roles are selected between the Member States / partners based on interest and special knowledge and skills. Especially the leaders of the central teams, the CTMs, are selected in a way so that these complement each other and to cover the whole spectrum of articles in the EPBD directive. Through the work of the Management Team of the CA EPBD 6, these CTMs complement each other and give feedback to ensure a maximum capacity. When there is a shortage of experience among the CTMs on specific areas, it is possible to complement the CTMs with topic leaders who have specific and extraordinary experiences and skills in particular areas, e.g. electromobility, which could fall outside the general knowledge of more general building performance experts. A major part of the knowledge and experience comes from the network of experts. These more than 150 experts represent leading experts and central persons in the implementation of the EPBD in their countries. It is part of the responsibility of the central teams to ensure that all these experts work closely together and share their knowledge, especially at the Plenary Meetings and the In-depth Workshops. Working Groups further help the central teams in collecting input and efforts from the leading experts in each field. Further, there can be set up topic leads when special knowledge is needed in one particular 22 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 area, which is not so strongly represented in the management team / by the CTM leaders. This also gives more experts the possibility of taking leading roles for a shorter period. The key roles in the project are: The Coordinator is responsible for the overall execution of the project as well as for the daily management of the project between the meetings. The coordinator prepares and leads the Contractors Meeting and the Management Team Meetings. The coordinators assists and supports in the preparation of meetings and the daily management of the project. The coordinator also supports the overall budget control in the project together with the internal DEA budget controller. Each of the Central Team Managers are responsible for individual sessions and for proposals for sessions in their specific field. They are also responsible for Evolving Strategic Reports, which ensure that requests from countries and individual experts are taken into consideration by a selection of topics, as well as for technical reporting for instance though CTM reports for their own area. The Communication Team Manager is responsible for an efficient communication through the internal sources such as Glasscubes, Webzines, Newsflashes and through the internal channels such as the Website, Newsletters or other external material. The Communication Team is also responsible for the language review of external material, for layout of published material and for upload of material to the communication and storage systems including the database. For the work on publications, they are supported by an External Writer. The National Coordinators / National Contact Persons are responsible for the individual selection of their national team of experts for meetings, for the response to questionnaires as well as the national reporting in country reports, KIDs and similar. They are responsible for the national use of the budgets and for the reporting of costs. They are further responsible for coordination of national presentations and response to questionnaires. All teams are expected to present regularly as part of their participation in meetings. The National Experts are responsible for an active participation in meetings and for presentations of national experience and progress, including lessons learned from challenges and less favourable experience. National experts must contribute to make sessions interactive and useful for themselves and for others. Topic Leaders can be national experts or others with a specific knowledge in fields of the EPBD not so strongly represented in the Management Team. These support preparation and lead of sessions in a particular field. They are responsible for these sessions in typically at least 3 or 4 plenaries and within a similar field. Junior rapporteurs are responsible for the first draft for session reports and can be included in other documents such as preparation reports. They also support the practical execution of sessions. Central Team Managers are responsible for the finalisation of reports and also for the upload to Glasscubes, but can be assisted in this process by the Junior Rapporteurs. 4.2 Project management Project management, quality assurance and monitoring of progress Two groups of meetings are essential for the management of the CA EPBD project: The Contractors Meeting consists of the National Coordinators / Contact Persons from each partner of the project. This group is responsible for the overall progress and for major changes in the project and the budget as well as for general follow up on budgets and deliverables by all partners. Meetings are expected regularly twice a year. Additional meeting can be called for by the coordinator. The coordinator leads and prepare these meetings. Usually, decisions in the Contractors Meeting are taken by consensus, but in case of a vote and if there is a tie, the coordinator’s vote is decisive. The Management Team consists of the Central Team Managers, the Coordinator and the Communication Manager. This group is responsible for the setup of meetings and the technical content in the project and in particular the Plenary Meetings, In-depth Workshops, Study Tours and Open Events. Content of major events are further agreed with the DG ENER, through a process of commenting and by participating in preparation meetings. Contractors / National Coordinators represent each individual partner and their national experts in formal decisions in the project. They meet regularly at the Contractors Meeting in connection to each Plenary or In-depth Workshop. This means approximately twice every year. Additional meetings e.g. virtual meetings can be called if needed or there can be made a written procedure / approval process. 23 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Partners can change the National Coordinator during the project but must notify the coordinator and also adjust in the ECAS portal, when this happens. The Management Team meets in connection to Plenary Meetings and In-depth Workshops for a shorter meeting to ensure the progress and execution of the plenary / workshop. One additional meeting per plenary is used for preparation of the meeting and for more extensive discussions on progress of the project as well as more general technical discussions. It is expected that the Management Team will meet physically approximately 4 times per year. Between Contractors Meetings and Management Team Meetings the Coordinator takes care of the management of the project and the coordinator is leading the implementation of the decisions made by these meetings. DG ENER and CINEA are invited to the Management Team Meetings and the Contractors Meetings, but they have no voting rights. For meetings where it makes sense (among other for the travel issues), such as in connection to plenary meetings, the Central Team Assistants and Junior Rapporteurs are invited to Management Team Meetings and these are also able to access material from the Management Team Meetings in Glasscubes, but only CTMs have voting rights. The Coordinator’s assistant / support takes minutes from these meetings. Quality assurance and progress: All public reports go through a systematic review process. This includes a technical review by the coordinator, a language review by the Communication and for some reports a layout process (CTM, Country Reports and Brochures etc.). CTM reports and public progress reporting further goes through a review with commenting by DG ENER and CINEA. The Coordinator presents progress of the project for the Contractors Meeting and the Management Team for technical issues. These teams are then in collaboration with the coordinator responsible for the follow up on preparation, management and reporting as well as general progress of the project. Coordinator’s takes minutes and supports the implementation of the decisions in the Contractors Meeting and Management Team Meetings. Effective communication The Glasscubes is a key element in the internal communication. All experts fulfilling the requirements to become CA EPBD experts are approved for use of Glasscubes but on different levels based on the role in the project. Major information especially around meetings are then placed in Glasscubes under each meeting and can be accessed by the experts. This includes preparation material, presentations and reporting material for sessions as well as registrations etc. Glasscubes ensure that all information can be accessed before, under and after meetings and even for previous CA EPBD projects. There are specific areas for the Contractors and for the Management Team Members where information in connection to their meetings and roles can be handled. Before a meeting, a Webzine is sent out. This Webzine is used to present meeting, sessions and general information in connection to the preparation of the meeting, including registration, booking of hotels and other important information. After the meetings, a Newsflash will indicate the upload of material and other important information. In addition, Webzines as Newsflashes often refer to Glasscubes, which ensures that material stay confidential despite of the many participants in CA EPBD 6. In order to get access to Glasscubes, each expert must be appointed by the national coordinator and to accept confidentiality and registration terms. Glasscubes is therefore a centre in keeping information confidential and for members only. Much of Glasscubes will however also be open for many experts from the other CA’s. Direct mailing or mails from Glasscubes will also be used for information and sections in Glasscubes can be set up for other types of collaboration. For external communication, the main sources will be the Website, the Database with knowledge, Newsletters and similar. These will be fully open to the public. The Website will include the main public material on the project, including a storage and access of public reports from the CA EPBD 6 and from previous CA EPBD projects. It will also include current descriptions of the project and the teams, as well as news about the project and relevant information for the members of the CA EPBD and some main stakeholders, but it does not aim to be a portal. The Database of Technical Content will in particular include material from CTM reports, from Country Reports and KIDs. This will be organised in a structured way where specific sections can be taken out of for instance country reports or KIDs and be compared between all or some specific countries. 24 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Newsletters are to be used internally or perhaps including key stakeholders, but this is to be decided as part of the communication and dissemination plan. Exploitation of the information obtained in the CA EPBD is a key feature of the project. Plenary Meetings and In-depth Workshops are designed with the aim that countries can learn from each other’s successes and failures. It does therefore not make much sense to separate in Information and Dissemination compared to Exploitation 4.3 Green management Green management Green procurement measures will be included as part of the selection criteria for venues. This will include requesting information on energy performance certificates, information on general environmental policies and measures for instance for reduction of plastic and other environmentally friendly actions. This will be part of the qualitative assessment in order to find best value for the price. Concerning travel, we will try to avoid travel for short interventions, meaning that external speakers in most cases will speak from distance (Webex connection). This is especially the case when the external expert only makes a shorter presentation or panel participation. Decisions on external participation on site for more active roles will be decided from case to case. The visit in different countries is an important part of the CA concept and is among other things used to influence national decision makers to pay more attention to the implementation of the EPBD. It will, however, by the selection of venues be taken into consideration how attendees can use sustainable transportation such as trains. Participants will further be encouraged to use green transport whenever this is possible and in particular when the meetings are held in the central European area. 5. MEMBERS OF THE CONSORTIUM 5.1 DEA / DK (DENMARK) 01 Participant 1 Legal name (short name): Energistyrelsen/Danish Energy Agency – (DEA) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Danish Energy Agency by the Coordinator will be responsible for the general management of the CA EPBD 6. This includes the management of the Contractors Meetings and the Management Team. Between the meetings, the Coordinator will lead the daily management on behalf of the Danish Energy Agency. The Danish Energy Agency will be responsible for the financial and legal oversight on behalf of the CA EPBD6 Consortium as well as for communication with partners and CINEA. Each of the national partners can include subcontracts and in-kind contributions, providing this is approved as part of the project or approved by DEA, the Contractors Meeting and endorsed by CINEA. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Jens Henning Laustsen, male, chief advisor / Coordinator, Architect Jens has been leading the CA EPBD IV as Technical Coordinator from October 2015 until October 2018 and also for the first part of the CA EPBD V. In the past, Jens has been an employee of the Danish Energy Agency for more than 13 years (1992 - 2006) and again since May 2020. He has led the work on development and implementation of certification schemes, boilers' inspection systems, information activities, grants for renewable energy, information policy and has supported the work on setting up energy demands in buildings and policy development. Jens was part of the negotiation team for the EPBD in 2002 and 2003 and responsible for the transposition for the first EPBD directive in Denmark in 2006. He has been leading the CA EPBD since October 2015 in different roles and he was also part of the team that set up the first CA EPBD, management team for 25 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 technical issues and leader (CTM) of the team for certification for more than 2 years. He further has a very long experience internationally, in Europe as well as the rest of the world including 5 years leading energy efficiency policy in buildings work in the International Energy Agency (IEA). Christoffer Høj Rühne, Male, Advisor, Master of Science (political science) Christoffer is assisting Jens with the coordination of the Concerted Action EPBD. He has been employed by the DEA since August 2021. Further, he has been involved with the negotiation process of the recast EPBD since December 2021, coordinating instructions and written remarks for the Danish position in the negotiations of the EPBD on behalf of the DEA. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. CA EPBD 1; Central team leader for Core Team Certification. Member of steering group. Participation in plenaries by national experts. CA EPBD 2: Participation in plenaries by national experts. Central team leader for Core Team Certification, subcontracted to DK Building institute. CA EPBD 3: Participation in plenaries by national experts. Central team leader for Core Team Technical elements, subcontracted to DK Building institute. CA EPBD IV: Overall coordinator for the project. Participation in plenaries by national experts. Central team leader for Core Team Technical elements, subcontracted to DK Building institute. CA EPBD V: Overall coordinator for the project. Participation in plenaries by national experts. Central team leader for Core Team Technical elements, subcontracted to DK Building institute. affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. Not applicable 5.2 OIB / AT (AUSTRIA) 02 Participant 02 Legal name (short name): Osterreichisches Institut fur Bautechnik/Austrian Institute of Construction Engineering - (OIB) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Austrian Institute of Construction Engineering (OIB) was established in 1993 on the basis of an agreement concluded by the Austrian federal states in accordance with Article 15a B-VG (Federal Constitution Act) concerning the cooperation in the construction sector. OIB is a non-profit organization with headquarters in Vienna, having as members the Austrian provinces of Burgenland, Carinthia, Lower Austria, Upper Austria, Salzburg, Styria, Tyrol, Vorarlberg and Vienna. The activities of the association extend to the entire territory of the Republic of Austria. Furthermore, OIB serves as a common „spokesperson” in European and international professional bodies. The Austrian Institute of Construction Engineering (OIB) is the coordinating platform of the federal states for construction products and construction technology and performs the following tasks: • OIB is a European technical assessment body and national approval body for construction products; • It issues the OIB guidelines, in order to enable federal states to harmonize the technical requirements in the building regulations; • As market surveillance authority, the OIB ensures that the construction products on the Austrian market fulfil all legal requirements and do not endanger health and safety; 26 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 • As a product contact point, the OIB provides information about the currently valid technical requirements for construction products in Austria. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Wolfgang Thoma, male, head of unit, advanced university degree Wolfgang Thoma is more than 25 years head of the building physics unit at OIB and has deep experience in energy performance of buildings and renewable energy technologies. He holds a university degree in Technical Physics from the Technical University of Vienna and has been national coordinator for CA I to V. Robert Stadler, male, senior expert, advanced university degree, qualified private lecturer Robert Stadler has been working for more than three years at OIB on topics relevant for the EPBD such as the LTRS, the SRI and the OIB Guidelines 6 (Energy savings and heat insulation) and 7 (Sustainable use of natural resources). He obtained a PhD in Technical Chemistry from the Technical University of Vienna and a habilitation (PD) in Computational Materials Science at the University of Vienna. He is part of the Working Group on the SRI in the EPBD CA and coordinates the national test phase on the SRI in Austria. The Austrian Institute of Construction Engineering (OIB) as a non-profit association of the Austrian Länder will receive support as in-kind contribution against payment from regional governments (Länder) e.g. Joachim Weinberger, male, acting as senior expert with advanced university degree who is employed at Amt der Salzburger Landesregierung (Amt d. S LReg) to be able to cover all 3 Sessions of the CA VI Plenary Meetings. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. • Concerted Action EPBD 1 — CA1 (2005-2007) • Concerted Action EPBD 2 — CA2 (2007- 2011) • Concerted Action EPBD 3 — CA3(2011- 2015) • Concerted Action EPBD IV — CAIV (2015 – 2018) • Concerted Action EPBD V — CAV (2018 – 2022) Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.3 CSTC / BE (BELGIUM) 03 Participant 03 Legal name (short name): Centre Scientifique et Technique de la Construction – (CSTC) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Belgian Building Research Institute (BBRI) (In French "Centre Scientifique et Technique de la Construction", CSTC www.cstc.be) is a private research institute founded in 1960 under impulse of the National Federation of Belgian Building Contractors in application of the so-called "De Groote" decree-law of 1947. This decree-law was specifically aimed at the promotion of applied research in the construction industry, in order to improve its competitiveness. According to its statutes, the BBRI has the following three main tasks: 1. to perform scientific and technical research for the benefit of its members; 2. to supply technical information, assistance and advice to its members; 27 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 and 3. to contribute to the general innovation and development in the construction sector, more specifically by performing contractual research upon the request of the industry and the authorities. To fulfil these tasks, the BBRI pools on the expertise of almost 280 highly skilled staff members coming from various educational backgrounds, working in multidisciplinary teams depending on the treated subject. Since 2000, CSTC is the key technical partner in the preparation phase of energy performance regulations in Belgium. CSTC has coordinated several EU projects linked to EPBD implementation, in particular QUALICHeCK, ENPER (2000-2003), ASIEPI and the Buildings Platform, BUILD UP 1 and BUILD UP 2. With respect to the EPBD implementation, CSTC has set up and was the leading partner of a consortium of over 10 teams assisting the 3 regions of Belgium in their EPBD implementation. Since the start of the EPBD CA, CSTC is the national coordinator for Belgium, is involved in the Management Team and has been in charge of communication activities. CSTC was involved in EPBD CA III in the Core Team “Compliance and Control”, in EPBD CA IV CSTC was responsible for the Core Team “Certification and quality of inspection” and in EPBD CA V CSTC was responsible for the Central Team “Smart Buildings”. Within different projects and activities, CSTC has also set up different research and validation actions related to smart buildings and the market uptake of BIM (Building Information Modelling). Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Xavier Loncour, male, Civil Engineer Xavier Loncour (Belgium) has a degree of civil engineer of the University of Louvain (UCLouvain) and is leader of the group “Energy and buildings” at the Belgian Building Research Institute (CSTC), the collective research centre for the construction in Belgium. Within EPBD CA 6VI, he will be the Belgian national coordinator and he will also be the central team leader for the topic “Smart Buildings”. He was involved in the EPBD CAIII in the core-team “compliance and control”. In EPBD CA IV, he was central team leader of the team “Certification, Control system and Quality of inspection”. In EPBD CA V, he was responsible for the central team “Smart Buildings”. He has collaborated on the implementation of the EPBD in the three Belgian regions;: he has coordinated the development of the energy certification of existing residential buildings in the Walloon Region and was involved in the development of tools for the execution of detailed energy audits in the residential sector. He has worked on several European EIE projects as QUALICHECK or ENPER EXIST. He is animator of the CSTC Technical Committee “Hygrothermal Performance of Buildings” and is involved in the Technical Committee “Smart and Sustainable Construction”. Peter D’Herdt, male, Civil Engineer Peter D’Herdt (Belgium) has a degree of civil engineer of the University of Gent (UGent) and works in the division Intelligent Installations and Sustainable Solutions of the Belgian Building Research Institute (BBRI), the collective research centre for the construction sector in Belgium. He was central team assistant (CTA) of the team “Smart Buildings” (CT6) in EPBD CA V. He has supported and has been strongly involved in the implementation of the EPBD in the three Belgian regions since the beginning of the implementation of the Directive and has worked on different research projects on the Energy performance calculation method and its implementation, as well as in projects on smart solutions, their practical implementation and valorisation within different frameworks. He has worked on the European SAVE project ASIEPI and is member of the Expert Board of the H2020-project Smartbuilt4EU. He is involved in the Technical Committee “Smart and Sustainable Constructions” within the BBRI, mainly in the sub working group “Smart and Data-driven buildings”. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action EPBD I - Concerted Action EPBD V (2005-2022) – www.epbd-ca.eu The Concerted Action EPBD (CA EPBD) addresses the Energy Performance of Buildings Directive (EPBD). It aims to contribute to the reduction of energy use in European buildings, through the exchange of knowledge and best practices in the field of energy efficiency and energy savings between all 28 EU Member States plus Norway. The CA EPBD is a joint initiative between the EU Member States and the European Commission. It involves representatives of national ministries or their affiliated institutions who are in charge of preparing the technical, legal and administrative framework for the Energy Performance of Buildings Directive in each EU Member State, plus Norway. The objective is to enhance the sharing of information and experiences from national adoption and implementation of this important European legislation. The first CA EPBD was launched in 2005 and came to an end in June 2007. A second phase followed immediately after the first CA EPBD, a third 28 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 phase ran from 2011 to 2015 and a fourth one from October 2015 to March 2018. The fifth phase started on May 2018 and runs until October 2022 and aims to support the transposition and implementation the EPBD amended Directive 2018/844/EU. Since the start of the EPBD CA, CSTC is the national coordinator for Belgium, is involved in the management team and has been in charge of communication activities. CSTC was involved in EPBD CA III in the core team “Compliance and Control”. In EPBD CA IV CSTC was responsible for the core team “Certification and quality of inspection” and in EPBD CA V, CSTC was responsible for the central team “Smart Buildings”. SBO NEPBC - Next generation building assessment methods towards a carbon neutral building stock (2017-2021) In this project, supporter by the Flemish FWO (Fund Scientific Research – Fonds Wetenschappelijk Onderzoek), two universities (UGent and KULeuven), the platform for energy neutral construction (Pixii) and BBRI investigates how the framework of building energy assessment methods used in the EPB regulation in Flanders should evolve to take evolutions in science and technology into account. Three specific issues were given particular attention: the performance gap between the theoretical energy use predicted by energy performance assessment methods, and the actual energy use in dwellings; the position of the choice for a calculated yearly energy balance as a basis for performance assessment in relation to future evolutions and decarbonization of the grid; and finally the integration of market responses, building-grid interaction and embodied energy in materials and systems installed to reduce operational energy use. Through (academic) research, intensive contacts with the government administrations and other validation activities, the projected created and shared knowledge on the particular themes to support the transition to a carbon neutral housing stock by 2050. BBRI was responsible for organizing the link and discussion with the administration representatives and to identify opportunities and tackle specific challenges in relation to the standardization and legislative aspects. BBRI was also responsible for a particular task on the exploration of the opportunities offered by BIM (Building Information Modelling) to support the EPB legislation. Energy Performance Regulation supporting Platform (2013 – 2021) From 2013 until 2021, BBRI has lead a consortium of over 10 institutes in charge of supporting the 3 Belgian Regions (Brussels Region, Flanders and Walloon Region) in their coherent and uniform implementation of the EPBD and in particular in the development of their Energy Performance regulations and calculation methods for new buildings. A part of the work was also dedicated to the Energy Performance certification method applicable for existing non-residential buildings. Through this consortium; BBRI was involved in the technical studies, the development of legislative text, the organization of ad-hoc stakeholder consultations and in impact assessment. LIFE BEreel ! (2018-2024) - https://be-reel.be/ (LIFE16 IPC/BE/000005) BE REEL! is a LIFE integrated project supporting Belgium in reaching its climate goals in which 10 partners work on 4 ambitious subprojects all based on a strong communication and dissemination strategy. 1. New policy instruments: BE REEL! will develop, test and improve new policy instruments: renovation advice, Woningpas (Dwelling ID), quickscan tool, road map, building passport and global dossier. It will also set up pilot projects in different segments of the housing market. The policy instruments will later be rolled out across the entire Flemish and Walloon territory. 2. Innovative business models for renovation : BE REEL! will test ‘one-stop-shops’, which offer renovation advice and guidance. In addition, the project will develop and test innovative business models for such things as the private rental market, district and group renovation, key-on-the-door turnkey homes and large apartment buildings with co-owners. 3. The partner cities will demonstrate the technical and financial feasibility of in-depth renovations. The focus here is on a collective approach. The demonstration projects include collective renovations of houses into low-energy and nearly Zero Energy Building almost-energy-neutral homes, thorough renovations of large and small apartment blocks, communal solar panels, district renovations, shallow geothermal energy, energy investments for vulnerable groups of the population and third-party funding for energy renovations. 4. Capacity Building: With intensive knowledge-building and training among regional and local authorities and stakeholders (construction sector, social housing, education, renovation consultants, financial sector), the new policy instruments, innovative business models and good practices will be implemented in the society as a whole. Learning networks will increase the interregional and international collaboration and ensure that the results of BE REEL! will be improved and put to optimum use. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. 29 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Not applicable 5.4 SEDA / BG (BULGARIA) 04 Participant 04 Legal name (short name): Sustainable Energy Development Agency (SEDA) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Sustainable Energy Development Agency (SEDA) is a legal entity and has the status of an executive agency within the Ministry of Energy with headquarters in Sofia. The SEDA is at state budget support. The Agency is managed by Mr. Ivaylo Aleksiev, Executive Director, supported by a staff of 60 experts. SEDA’s website: www.seea.government.bg The main activities of the SEDA include: • Elaboration of the energy efficiency strategy. • Organizes annually the preparation and publishing of an analysis of the energy efficiency situation in Bulgaria and of the annual progress of implementation of the policy and measures for improving energy efficiency, including achieving of the total cumulative target of energy savings in final energy consumption for the period from 2021 to 2030; • Organize the compilation of information on the progress of implementation of the policy and measures for improving energy efficiency for the purposes of reporting on the Integrated Energy and Climate Plan of the Republic of Bulgaria; • Prepares proposals for the distribution of the individual energy savings targets under the Energy Efficiency Obligation Scheme; • Carries out monitoring and evaluation of the achieved annual energy savings, including the performance of the individual targets for energy savings of the persons under the Energy Efficiency Obligation Scheme; • Prepares analyses and evaluations for the effects of applied activities and measures to increase energy efficiency, including the applicable financial instruments and schemes to promote; • Supports the development and actualization of the Integrated Energy and Climate Plan of the Republic of Bulgaria; • Expansion of EE and RES policy on local level; • Exercises control over observance of the legislation in the field of energy efficiency. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Tsvetomira Kulevska, female, Senior expert, Diploma Engineer High level of expertise in the analysis of energy consumption and implemented energy efficiency policy measures, evaluation of improvements of energy efficiency and achieved energy savings. Provides methodological assistance in the implementation of obligations under the Energy Efficiency Act of the obligated parties. Interacts with the local authorities and provides assistance in the implementation of activities and measures to improve energy efficiency at national and local level. Participates in the preparation of the annual reports on the implementation of National Energy Efficiency Action Plan and National Energy Efficiency target according to Directive 2012/27/EC. Contact point for Concerted Action for the Energy Efficiency Directive (CA EED) projects funded by H2020 Program. Responsible for the Mure Database update for the ODYSSEE- MURE projects. Lyudmil Kostadinov, male, Senior expert, Diploma Engineer High level of expertise in the analysis of energy consumption and implemented energy efficiency policy measures, evaluation of improvements of energy efficiency and achieved energy savings, operation with database and calculation of specific energy efficiency indicators. Participation in similar projects under the H2020 Programme. Participates in the preparation of the annual reports on the implementation of National Energy Efficiency Action Plan and National Energy Efficiency target according to Directive 2012/27/EC. Person in charge of work for the ODYSSEE- MURE projects. 30 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Ognian Markovski, male, Expert, Master of Economics High level of expertise in economic analysis of the implemented energy efficiency policy measures and improvements of energy efficiency and usage of renewable energy sources, operation with database and calculation of specific energy efficiency indicators; Expertise in annual reporting on the implementation of the National Energy Efficiency Action Plan; Special expertise in application of funding support schemes and instruments for promotion of the energy efficiency and usage of renewables; Large experience in technical and financial management of various projects under the Horizon 2020 Programme. Contact point for CA EPBD projects funded by H2020 Programme. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. • Concerted Action EPBD V (CAV_EPBD) in the framework of H2020 programme (https://epbd-ca.eu) – ongoing project; • Concerted Action EED - Support to Member States and participating countries for the implementation of the Energy Efficiency Directive (CA-EED2) in the framework of H2020 programme (http://www.ca- eed.eu) – finalized in 2022; • Monitoring EU energy efficiency first principle and policy implementation (ODYSSEE-MURE) #847082 in the framework of H2020 programme (https://www.odyssee-mure.eu/) - finalized in 2021 • Bulgarian Energy Efficiency Forum on Smart Finance for Smart Buildings (BeSMART) in the framework of H2020 programme (https://www.besmartproject.net) – ongoing project. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.5 MECI / CY (CYPRUS) 05 Participant 05 Legal name (short name): Ministry of Energy, Commerce and Industry - (MECI) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Ministry of Energy, Commerce and Industry has the overall responsibility for all energy issues in Cyprus. Its mission is to ensure the energy security of the country with the most efficient way from economic, environmental and technical point of view. Within this framework it monitors and participates in the shaping of European policy on energy, suggests ways to transpose European Directives into national legislation, establishes and implements national action plans and other programs to promote renewable energy and energy saving. The Energy Service of the Ministry of Energy, Commerce and Industry is the competent authority for implementing EPBD in Cyprus. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Nicos Hadjinicolaou, Male, Industrial Extension Officer A, BSc and MSc in Mechanical Engineering and Master’s in Public Sector Management Coordination of the Ministry’s unit for the energy efficiency of buildings and for the energy efficiency of products. Represents Cyprus as a national expert in the Energy Performance of Buildings Committee of European Commission and is the National Coordinator at the "Concerted Action EPBD 5" program. Ioanna Zymara, female, Industrial Extension Officer, BSc and MSc in Electrical Engineering Responsible for issues related to national methodology for calculating energy performance of buildings, Energy Performance Certificates and their control system and the Smart Readiness Indicator. Participates in the "Concerted Action EPBD 5" program. Christis Yiallouros, Male, Industrial Extension Officer, BSc and MSc in Mechanical Engineering. 31 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Responsible for the transposition and implementation of EBPD articles on heating and air conditioning inspections and technical building systems. Coordination of sample inspections for Implementation of minimum energy performance requirements and energy performance category on commercial ads. Participates in Concerted Action for the Energy Performance of Buildings 5. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.6 MIT / CZ (CZECH REPUBLIC) 06 Participant 06 Legal name (short name): Ministry of Industry and Trade - (MIT) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Ministry of Industry and Trade is the central body of the government administration involved in: The National Industry Policy, the Energy Policy, the Trade Policy in the context of the European Common Market, the Export Promotion Policy, the Integrated Raw Materials Policy and the Use of Mineral Resources. The Ministry implements the European legislation in the field of Energy Efficiency and Energy Performance of Buildings into national legislation. The Ministry is also adopting and amending implementing regulations in the field of Energy Efficiency and Energy Performance of Buildings Directive. Further, it provides exams to obtain permission for the energy specialists issuing the Energy Performance Certificates or performing heating and AC systems inspections. The Ministry produces the National Action Plan to increase the number of nearly zero energy buildings performs its updating and evaluation. Ministry developed the Long-term Renovation Strategy. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Vojtěch Svoboda, male, NCP, Energy specialist 10-year long work experience in the field of energy. Directly involved in implementation of EPBD on a national level. Preparation of legislative acts in the field of energy performance of buildings and energy efficiency. Member of the Examining Board for EPC issuers, energy audits and assessments performing heating and cooling system inspections. Member of the working group for the preparation of technical standards in the field of energy performance of buildings. Involved in preparation of the Czech´s LTRS. National coordinator of previous Concerted Actions (CA 3, CA IV and CA V). Member of Energy Performance of Building Committee (Directive 2010/31/EU). Ján Čiampor, male, National Expert, Head of Energy management unit 32 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 3 year long work experience in the field of energy .Head of energy management unit at the Ministry of Industry and Trade. Directly involved in implementation of EPBD on a national level. Preparation of legislative acts in the field of energy performance of buildings and energy efficiency. Member of CA-EPBD a CA-EED for the Czech Republic. 1,5 year long experience in DG ENERG – energy efficiency directive. Nathalie Marková, female, National Expert, Energy specialist 3 year long work experience in the field of energy. Directly involved in implementation of EPBD on a national level. Preparation of legislative acts in the field of energy performance of buildings and energy efficiency. Member of CA-EPBD and NCP of CA-EED for the Czech Republic. Monitoring of all subsidies program for building. Involved in preparation of the Czech´s LTRS. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. • Participated in/processed documents by the organisation: • Long-term Renovation Strategy • National Energy and Climate Plan • Concerted Action for Energy Performance of Building Directive • Concerted Action for Energy Efficiency Directive • Cost-optimum report (art. 5(2) of EPBD) Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.7 BAFA / DE (GERMANY) 07 Participant 07 Legal name (short name): Bundesstelle für Energieeffizienz, Bundesamt für Wirtschaft und Ausfuhrkontrolle - (BAFA) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Federal Energy Efficiency Center (BfEE) is allocated within the Federal Office for Economic Affairs and Export Control (BAFA). The Center was established in 2009 by order of the Federal Ministry for Economic Affairs and Energy (BMWi), inter alia to support the implementation of the European Energy Services Directive (EU ESD, 2006/32/EC) and to assume the role as designated national authority according to that directive. The directive was transposed into national law via the Act on Energy Services (EDL-G) in 2010, which defines the BfEE’s responsibilities. The EDL-G was amended in 2015 in reaction to the adoption of the EU Energy Efficiency Directive (2012/27/EU). BAFA’s supervisory body is the Federal Ministry for Economic Affairs and Climate Action (BMWK). The BfEE is a division within BAFA department V “Energy Efficiency, Renewable Energies, Special Compensation Rule”. The BfEE particularly supports the Federal Ministry for Economic Affairs and Energy scientifically on all aspects of energy efficiency. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Jonas Rosenberger, male, Engineer Expertise with German laws, regulations and norms concerning the energy-performance of buildings. 33 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Sabrina Strehlke , female, Engineer Expertise with German laws, regulations and norms concerning the energy-performance of buildings etc. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. CA EPBD V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.8 MEC / EE (Estonia) 08 PARTICIPANT 1 Legal name (short name): Majandus Ja Kommunikatsiooniministeerium/Ministry of Economic Affairs and Communications - (MEC) DESCRIPTION OF PARTICIPANT Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The objectives of the Ministry of Economic Affairs and Communications is to create overall conditions for the growth of the competitiveness of the Estonian economy and its balanced and vital development through the drafting and implementation of Estonian economic policy and evaluating its outcomes. In the area of government of the Ministry are the following fields: economic development; transport; tourism; foreign trade; internal market of the European Union; information society; the energy sector; construction and housing. The main strategic objectives of the Ministry include encouragement of entrepreneurship and legal environment that will ensure the market participants, at uniform grounds; innovative Estonian enterprises that are competitive at international level; an effective, safe, secure and environmentally friendly transport system; information society development and steady and stable energy supply with the minimum burden on environment and with a justified price. In the construction and housing sector, the related efforts of the Ministry should ensure the safety, quality and energy performance of buildings and the balanced and sustainable development of the living environment. KEY STAFF Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Hannamary Seli, female, National Contractor, MSc. Thermal power engineering Hannamary Seli is the Head of Sustainable Construction at the Ministry of Economic Affairs and Communications. She has been the National Contractor in the CA EPBD V project. Previously worked at US Green Building Council as a technical advisor on atmosphere and energy topics. PROJECTS OR ACTIVITIES List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. 34 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Previously, Estonia has participated in both CA EPBD IV and CA EPBD V. In the CA EPBD IV project, KredEx9 was in charge of the project overall coordination. In CA EPBD V, the Ministry of Economic Affairs and Communications took over the overall coordination, as the topics covered in the project, were more related to legislative field. AFFILIATED ENTITIES / ASSOCIATED PARTNERS Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.9 CRES / EL (GREECE) 09 Participant 09 Legal name (short name): Centre for Renewable Energy Sources & Saving – (CRES) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. Centre for Renewable Energy Sources & Saving (CRES) is a public entity supervised by the Ministry of Environment and Energy, and has financial and administrative independence. CRES is active in the fields of Renewable Energy Sources (RES), Rational Use of Energy (RUE) and Energy Saving (ES). Its primary aim is to promote technological applications in the above-mentioned fields both at a national and international level. CRES has been appointed by Law 2244/94 and Law 2702/99 as the National Centre for Coordination in the fields of its activity. It acts as an advisor to the Greek State, and has established a highly visible profile of a strong and reliable national energy centre. CRES has a scientific staff of more than 100 highly qualified engineers and other scientists (among a total personnel of 120) and, over the years, has participated in more than 1.000 European and national projects. These include R&D projects, demonstration projects, development of energy information systems & models, assessment and analysis of energy policies, feasibility studies, technical and economic studies, market research, as well as training and promotional activities on the RES/RUE/ES related issues. CRES co-operates with other institutes, organisations, universities, consultants, international organisations (such as the IEA, UNESCO, ISES, PLEA, IEC, CEN, etc), while it is an active member of various European and international networks, such as the EnR, MEDENER, EUFORES, OPET, EUREC Agency, etc. CRES has supported numerous municipalities and regional authorities to develop sustainable energy plans, energy efficiency interventions and promotional campaigns and has also developed national energy sustainable energy schemes for municipalities. Since February 2012, CRES is the Greek National Coordinator for the Covenant of Mayors. Additionally, CRES has strong competencies on borehole heat exchangers and heat pumps technology research, demonstration and market development. Specific expertise and skills include technology optimization, operation, monitoring and evaluation, technical & financial case studies compilation, sectorial analysis, innovation system analysis, business models, development of market introduction supporting measures, as well as in management and dissemination actions. The Department of Buildings in the Division of Energy Efficiency in CRES has long experience on: Technical support of the state on the energy performance of buildings and ES, of the industry on the optimisation of building materials and elements and of the private sector (including households, offices, hospitals, industrial, educational and tourist buildings) with the bioclimatic design of buildings and open spaces, the optimisation of energy performance of the building and the use of RES and ES applications in buildings. • Conduction of energy audits in buildings and industrial plants. • Development of passive solar systems and new ES technologies on the building envelope. 9 As of January 2022, KredEx and Enterprise Estonia merged. The legal name of the new organisation is now Estonian Business and Innovation Agency 35 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 • Support of the public and private sector on ES investments with new financial mechanisms. • Contribution on the design of ES at national level and the implementation of EU directives, regarding energy savings in the building sector. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Andreas Androutsopoulos, male, senior expert, Mechanical engineer MSc He is working at CRES in the Buildings Department / Division of Energy Efficiency since 1994. Additionally, he is involved with the quality assurance and accreditation of the building components thermal testing laboratory according to EN ISO/IEC 17025 and his is currently in charge of the Energy Measurements Laboratory. He has participated in many European and national projects regarding energy efficiency of buildings, passive solar systems, natural ventilation, thermal comfort in buildings, and thermal energy systems. He has participated in numerous projects regarding energy efficiency in industry and carried out energy audits in industrial plants as well the implementation of energy management system in enterprises. His research activities are in the areas of energy efficiency, renewable energy sources, thermal and solar building applications along with dynamic analysis methods applied to the energy performance in buildings. He has also participated in national committees for the implementation of EPBD in Greece, carried out projects for the up-taking of EPCs and energy renovation in buildings and is member of various national technical committees regarding energy efficiency in buildings. Since 2015 he is the national contact for the CA EPBD consortium and participates in all CA events. He has more than 70 publications in scientific journals and conferences, and 25 publications in technical magazines. Argyro Giakoumi, female, senior expert, Physicist MSc She has graduated in the department of Physics from the National & Kapodistrian University of Athens (NKUA) in Greece and holds a Master in Production and Management of Energy from the National Technical University of Athens (NTUA), with a focus to Renewable Energy Sources and Energy Saving in the building sector. She is working in the Centre for Renewable Energy Sources & Saving (CRES) since 2006 in the areas of energy policy analysis and planning, national and European legislation, policy recommendations and design of support frameworks for increased penetration of renewable technologies and energy efficiency measures. She has been involved in a number of European and national projects with activities that concern among others, Third Party Financing and retrofits through Energy Performance Contracting, development of the energy service market and energy service companies (ESCOs), implementation of ISO 50001, implementing energy efficiency improvements towards nearly zero energy building standards in public buildings. She has also experience in performing energy measurements and monitoring for energy audits in the building sector and analysis of gathered data. Finally, she has published 2 articles in international journals and several others in national journals and has also participated and presented studies in national and European conferences. Nestor Mavropoulos, male, senior expert, Mechanical engineer MSc He is working at Ministry of Environment and Energy (YPEN), in the Energy Efficiency Department, since 2017 and before that, he was involved in spatial planning of Athens metropolitan area for 2 years (2015-2017). He was supervising engineer and designer of mechanical public works for 14 years (2001- 2015). He has participated, as national representative, in EU Committee meetings of the revised Energy Performance of Buildings Directive. He has also participated in national committees, meetings and forum for the implementation of the EPBD in Greece. Since 2019, he participates in the CA EPBD works. He has also participated in some CA EED and CA RES events. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action EPBD V, IV Funding: H2020 Contract no: 820497 Period: 2015-2018; 2018-2022... The “Concerted Action Project” is an activity which aims to foster the exchange of information and experience among Member States and participating countries with regards to the implementation of the specific Community legislation and policy on the energy performance of buildings. Χ-ΤΕΝDO - eXTENDing the energy performance assessment and certification schemes via a mOdular approach. HORIZON 2020 LC-SC3-2018, contract 649867, April ’19 – March ’22. X-tendo supports public authorities and implementing agencies in the transition towards improved compliance, reliability, usability and convergence of next-generation energy performance assessment and certification by developing a modular web-based toolbox, containing 10 potential features of the next-generation EPC: smart 36 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 readiness indicator, comfort, outdoor air pollution, real energy consumption, district heating, EPC databases, building logbook, tailored recommendations, financing options, and one stop shops. ePANACEA - ‘Smart European Energy Performance AssessmeNt And CErtificAtion’ HORIZON 2020 – LC-SC3 EE 2019, contract 884411, Jun ‘20 – May ’23. ePANACEA aims to: 1) demonstrate the potential for improvement of the effectiveness of energy performance assessments and EPCs; 2) generate trust in the market, in order to contribute to trigger investments in the energy efficient buildings; 3) develop a standardised data format, enabling the exchange of building data related to the EPC framework. QualDeEPC - “High-quality Energy Performance Assessment and Certification in Europe Accelerating Deep Energy Renovation”, HORIZON 2020, contract 649867, Sept. ’19 – Feb. ’23. QualDeEPC tries to converge, on a EU-wide scale, the building assessment and the issuance, design, and use of quality-enhanced EPCs as well as their recommendations for building renovation. Harmonisation of the Greek Legislative/Regulatory framework with the new Energy Efficiency Directive 2010/31/EU Funding: Ministry of Environment and Energy - Contract no: 170803/64/20.1.2017 - Period: 2017-2019 Coordination and preparation of required studies/ reports to determine cost-optimal minimum energy efficiency requirements for buildings; coordination and preparation of studies/reports for the definition of requirements for buildings with nearly zero energy consumption (nZEB). It included the project management of the study for cost optimal methodology for buildings in Greece and the minimum requirements of nearly zero energy buildings. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. No 5.10 IDAE / ES (SPAIN) 10 Participant 10 Legal name (short name): Instituto para la Diversificacion y Ahorro de la Energia/ Institute for Energy Diversification and Conservation - (IDAE) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Institute for the Diversification and Energy Saving, IDAE, is a body attached to the Ministry for the Ecological Transition and the Demographic challenge, through the Secretariat of State for Energy, who relies on organically, forming part of its organization chart. IDAE contributes to the achievement of the national objectives in energy efficiency, renewable energy and other low carbon technologies. In this sense, the IDAE carries out dissemination and training, technical support, development of specific programs and financing of projects of technological innovation and replicable character. Likewise, the Institute leads an intense international activity in the framework of various European programs and cooperation with third countries. IDAE plays a very important role in the implementation of the EPBD, since it carries out technical support to the Ministry of Ecological Transition, which is responsible for its transposition into Spanish regulations. Within the technical support IDAE collaborates to the drafting of legal texts and has developed and implemented tools that technicians should use to certify buildings in Spain. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. 37 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Domínguez Martín, Aitor, male, Project Coordinator, Industrial engineer Coordinator of projects related to the transposition of the Energy Efficiency Directives in buildings since 2010, and participant and coordinator in the Concerted Action III-V Guillermo López, Alonso, male, Technical advisor Ministry of Ecological Transition Responsible for the transposition of the EPBD Directive in Ministry of Ecological Transition Diez de Pablo, Ainhoa, female, Head of the Habitability and Sustainability Area Ministry of transport and urban agenda Responsible for the transposition of the EPBD Directive Ministry of transport and urban agenda. Ministry of Ecological Transition. Ministry of transport and urban agenda. Both Ministries, as co-responsible for the transposition of the Energy Efficiency of Buildings Directive, are expected to collaborate actively in the technical development of the project, without the need to establish contractual links or subcontracting, they will participate in CA plenaries as in-kind contribution against payment as two of three experts per plenary meeting. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Coordinators and participants of the different stages of the Concerted Action project from its origin to the present: Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.11 MOTIVA / FI (FINLAND) 11 Participant 11 Legal name (short name): MOTIVA OY - (Motiva) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. Motiva is an expert company promoting efficient and sustainable use of energy and materials. Motiva provides information, solutions and services for the public sector, businesses, and municipalities. The company’s entire share stock is in Finnish state ownership. Motiva has a staff of 44 and turnover of M€5,55 (2021). Motiva has an active role in building sector energy efficiency implementation and promotion activities. Motiva implements the building sector programs for energy efficiency programmes, e.g., coordination of national information campaigns on energy certificates and inspections of air-conditioning units and national long-term renovation strategy and its roadmap, through annual contracts commissioned by the Ministry of the Environment. Motiva coordinates the national energy-efficient house promotional campaign focusing on the nZEB objectives and the voluntary energy efficiency agreements in property and housing sectors. 38 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 The Ministry of the Environment has nominated Motiva to act as official representative of Finland in the CA EPBD 6. Motiva has participated in several EU-wide and national projects as a coordinator and a partner in the field of energy efficiency and renewable energy sources e.g. CA EPBD, CA EED/ESD and CA RES and numerous IEE- projects. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Päivi Laitila, Female, senior expert, Lic.Sc. (Tech.) Ms. Päivi Laitila, Lic.Sc. (Tech.) has extensive and versatile experience with, over 30 years of experience in energy efficiency on different sectors such as buildings, transport, consumers and communities. She is also experienced in smart finance, competency building and behavioural approaches in implementation and dissemination of energy efficiency issues. Laitila works as the Director (Energy Efficiency) for Motiva a Finnish hundred percent state-owned sustainable development company. Prior to Motiva, she worked for the Technical Research Centre of Finland VTT in Building Technology. Ms. Laitila has graduated from the Helsinki University of Technology in the field of HVAC technology and energy economy. After her Master’s degree, she has pursued studies in communication and leadership and completed her licentiate thesis at Aalto University. She has been a core team leader of Finance and Information at the CA EPBD V and a national contact point in the CA EPBD work commissioned by the Ministry of the Environment since 2011. She has also contributed to the corresponding issues at the CA ESD/EED. During her career, Ms. Laitila has worked in several international projects as a project manager (e.g. Finnish Sustainable Energy Investment Forums (SEIF 1 and 2), BEHAVE, GreenLabels Purchase, End Users’ Energy Guidebook), and as a member of steering groups (e.g. Euforie, IEE BUILD UP Skills, EU7 Changing behaviour, and the ongoing EEMAP’s national steering group). She has also organized international events relating to energy efficiency and renewable energy. Kirsi-Maaria FORSSELL, female, expert, BBA Ms Forssell has been working in Motiva since 1997 and works at present as an expert in Motiva Oy responsible for projects related to building energy efficiency. Projects include communication and advisory services on energy performance certification, energy efficiency advice and communication for technical building systems, and communication and promotion services for nZEB construction and renovation of single-family homes. Kirsi- Maaria is also involved in projects on energy efficiency financing and she is the core team assistant for the EU Concerted action EPBD Finance and information core team. She is also involved in national projects on energy efficiency financing. As a communications expert, Kirsi-Maaria is responsible for marketing and communications on building energy efficiency related projects and is involved in Motiva's projects, research and surveys relating to buildings and real estate as well as urban and municipal areas. Kirsi-Maaria has been involved in developing Motiva's online services, as well as various advisory materials related to energy efficiency in households, construction and real estate, and she has long experience in communications and marketing, and she has been involved in organising international conferences such as BEHAVE2012 and EEMODS2015. Kirsi-Maaria has been a representative of Motiva in the international EnR network, especially in the Labelling Working Group focusing on eco-design and energy labelling. She is a member of the Real estate sector communicators’ network as well as the HVAC Ladies association. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. CA EPBD V: Motiva is a partner/national coordinator in the CA EPBD V project and in charge of the Finance and Information Central Team. CA EED: Motiva is a partner in the CA EED project, in charge of the domain planning, monitoring, verifications and savings calculations. Motiva conducts several projects linked with the implementation of the EPBD for the Ministry of the Environment of Finland. These include projects on energy performance certification, technical building systems, new buildings, with both information and advisory elements. Motiva has also been heavily involved in the development of the Finnish Long Term Renovation Strategy and its implementation roadmap. Financing energy efficiency has been a key project for several years (as a part of the annual work programme for the Energy Authority of Finland). The project has been complimented with cooperation with for eg.e.g. EU initiatives such as Sustainable Energy Investment Forums that have been organised with Motiva in 2020 and 2021. In 2021 Motiva launched a four-year project on sustainable finance with the Ministry of the Environment, 39 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Energy Authority and other partners. The project aims at establishing an information hub on finance as well as cross-sectoral roundtables on sustainable financing. Motiva has an extensive annual work programme under the Energy Authority of Finland, which includes such major topics as energy efficiency agreements, energy auditing, monitoring, verification and evaluation, renewable energy, consumer advice and communication. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.12 MTE / FR (FRANCE) 12 Participant 12 Legal name (short name): Ministère de la Transition Écologique - (MTE) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Directorate for Housing, Town Planning and Landscapes (DHUP) is a part of both the Ministry for an Ecological and Solidary Transition and the Ministry of Territory Cohesion. The DHUP aims, among other things, at defining the technical policy for construction. It develops and implements the economical, industrial and social policy of the French state in both building and construction engineering fields. A representative of the General Directorate for Energy and Climate (also a part of the Ministry for an Ecological and Solidary Transition) is also usually involved .in the Concerted Actions. This Directorate defines the French energy policy, including the renewables and low carbon emission energies. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Quentin Deslot, male, Ms Science (Energy) DHUP, Ministry of Ecological Transition and Solidarity; Head of the office of technical quality and technical regulation of construction. Quentin DESLOT is an engineer of Ponts,Eaux et Forêts, a graduate of Ecole Polytechnique and holds a Master of Science from Stanford University. In 2017, he joined the Directorate General for Energy and Climate (DGEC) where he coordinates energy and climate projections activities, in particular concerning the National Low Carbon Strategy. From 2019, he is in charge of the office of technical regulation of construction at the Directorate of Housing, Urban Planning and Landscapes (DHUP) which pilots various areas of regulation (safety, risks, health, accessibility, energy performance ). In this capacity, he manages the team and the work associated with environmental regulations for new buildings on behalf of the DHUP. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners 40 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.13 MPGI / HR (CROATIA) 13 Participant 13 Legal name (short name): Ministarstvo prostornoga uređenja, graditeljstva i državne imovine/Ministry of Physical Planning, Construction and State Assets (MPGI) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. Within the scope of the Ministry of Physical Planning, Construction and State Assets in the Sector for Energy Efficiency in Buildings’ normative, administrative, and expert-analytical tasks of promoting rational energy management and energy efficiency in buildings shall be performed. In the Sector for Energy Efficiency in Buildings, tasks are performed of harmonisation of the legislation of the Republic of Croatia in the area of energy efficiency in buildings with the acquis of the European Union; monitoring and participating in the development of Croatian standards at the national standards body; monitoring the application of regulations in the areas of energy efficiency and of special regulations as well as giving opinions on regulations in the process of adoption; the introduction of new technologies in the field of energy efficiency in construction; monitoring and initiating measures related to the increase in the quality of services, designing, construction and maintenance of buildings in terms of energy efficiency of buildings. The Ministry has developed a network of contacts, professional and competent persons and institutions that their work can support the work on the implementation of EU legislation in the field of energy efficiency in buildings. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Irena Križ Šelendić, female, M.C.E., Authorised to Perform the Duties of Director of Directorate for Energy Efficiency in the Buildings Sector, European Union Projects and Programmes Civil engineer, M.C.E, Faculty of civil engineering, University of Zagreb, Croatia Working in the Ministry of Physical Planning, Construction and State Property since 2009. Performed normative, administrative and expert tasks in the implementation of the energy efficiency policy of the Government of the Republic of Croatia in the building sector. • Developing of legislative and regulatory framework for implementation and monitoring of energy efficiency policy in buildings sector ( The Energy Efficiency Act, The Building Act, Regulation on contracting and implementation of energy services in the public sector, Ordinance on the systematic energy management in the public sector, Ordinance on conditions and criteria for establishing a quality system of services and works for certificated installers of renewable energy – photovoltaic, small-scale biomass boilers and stoves, solar thermal systems, shallow geothermal systems and heat pumps) - national implementation of EU directives • Implementation of individual general measures for buildings according to the Second National Energy Efficiency Action Plan for the period until the end of 2013 • Developing of national plan for energy renovation of residential buildings, implementation of renewable energy sources in energy building renovation, preparation and implementation of the “Plan for public buildings energy renovation 2012.-2013.” • Development of Long-term strategy for mobilising investments in the renovation of the national building stock of the Republic of Croatia 41 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 • Development of 2014-2015 Energy Renovation Programme for Public Sector Buildings, monitoring the implementation • Development of 2016-2020 Energy Renovation Programme for Public Sector Buildings • Development of the national Programme for the energy renovation of single-family houses 201-2020, monitoring the implementation • Development of the national Programme for the energy renovation of multi-apartment buildings 2014- 2020, monitoring the implementation • Preparation of the 3rd National Energy Efficiency Action Plan (under the EED) • Participation in the preparation of the Partnership Agreement with The European Commission on using EU Structural and Investment Funds for growth and jobs in 2014-2020 in the field of competence of the Ministry, defining national goals in the sector of energy efficiency in the public and residential buildings • Participation in the preparation of the Operational programme competitiveness and cohesion 2014 – 2020 in the field of EE in buildings • Preparation of national energy renovation buildings programs for co-financing from the European Regional Development Fund with JASPERS experts • Development of information systems and computer applications for the Ministry (the auditors date base, construction elements date base, the application for issuing energy certificates, the registry and date base of certified installers renewable energy systems) • Energy Efficiency Directive Committee member - appointed representative of Ministry of Construction and Physical Planning • BUILT-UP SKILSS project (CRO- SKILLS) - national team member • BUILT - UPON - national team member • The Concerted Action for the Energy Efficiency Directive (CA EED) - national team member • Providing and organizing information about the work of the Ministry for the public (responding to the requests and queries from citizens, texts and graphic editing, maintaining the content on Ministry official web site, data acquisition, data import and processing and analysis of work results, presentations and publications) • Annual reporting for Government Diana Horvat, female, M.Arch., Authorised to Perform the Duties of Head of Sector for Energy Efficiency in Buildings • Master’s degree in architecture 1990 on the Faculty of Architecture, University of Zagreb. Authorized to Perform the Duties of Head of Sector for Energy Efficiency in Buildings. Working in the Ministry of Physical Planning, Construction and State Property for 16 years and since 2011 in the Sector for Energy Efficiency in Buildings. Within its scope, the Sector performs normative, administrative, and professional-analytical tasks of encouraging rational energy management and energy efficiency in buildings, monitoring the development of the Program for energy renovation of buildings, and drafting regulations and implementing directives into regulations. Organizes and participates in the work of Expert Committees. Participates in international and EU projects. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. - CA EPBD - MPGI is a member of the Project since 2007, as an institution responsible for the transposition and implementation of the Energy Performance of Buildings Directive in national legislation and was participating as a member of the Steering Group - CA EED - A targeted action to implement the Energy Efficiency Directive was launched in the spring of 2013 and aims to support the effective implementation of the Energy Efficiency Directive in all Member States. CA EED's work is structured around eight core themes covering key EED requirements and is funded by Intelligent Energy Europe - EDMC (Energy Demand Management Committee) at the EC to support the transfer and verification of the EPBD, and to prepare amendments to the existing directive. A representative of the Ministry is a member of the Board and regularly participates in meetings - BUILT-UP SKILSS project (CRO - SKILLS) 42 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 - BUILD- UPON Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.14 EMI / HU (HUNGARY) 14 Participant 14 Legal name (short name): EMI EPITESUGYI MINOSEGELLENORZO INNOVACIOS NONPROFIT KFT - (EMI) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. ÉMI Non-Profit Limited Liability Company for Quality Control and Innovation in Building (ÉMI) is Hungary’s largest complex institute in construction and building materials industry with more than 200 employees, established in 1963 owned and managed by the Ministry of Innovation and Technology. Activities are issuing technical assessment, testing, inspection, laboratory experiences, research and development, certification and trainings for professionals. Regarding innovation, we are working from applied research to the market uptake. ÉMI has been participating in many fields of building energy efficiency; it was the technical project manager of the Hungarian national residential refurbishment programme and has been acted as technical assessor of the structural funds in the national environmental and energy operation programme (KEOP). ÉMI is an active member of a number of European and international organizations (EOTA, EGOLF, ENBRI, WFTAO, CIB, ECTP, UEA etc.) and an observer member of IEA EBC. ÉMI has long experience in European research being active in FP5, FP6, FP7 and H2020 projects as well. ÉMI will be active in Digital Urban Transition, Green Deal and European Bauhaus initiatives, and working closely with Municipalities on Smart Cities and Communities issues. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Dr. Károly Matolcsy, male, senior expert, architect Károly has been working in ÉMI since 1989. He acted as research director from 2011 to 2015, now he is the head of International R&D research. He graduated as architect at TU Budapest, Hungary. Later he became a post-graduated expert in waterproofing, insulation and acoustic. Working in ÉMI for more than 30 years he has a lot of experiences in testing, expertise and research practice of building envelopes and building constructions. He is actively participating in the international organizations and in 2019 has been elected for the president of European Network of Building Research Institutes (ENBRI) and represents ÉMI in the European Construction Technology Platform (ECTP). Péter Tóth, male, senior expert, civil engineer Péter’s qualifications include structural engineering, building insulation and real estate expertise as well as construction technical inspection. From 2013 he acted as chief engineer and then between 2017 and 2020 as technical director at ÉMI. He gained notable experiences as researcher, expert and inspector, visiting factories in Europe and East Asia. Beside his wide field within ÉMI he is board member/representative in CIB, UEATc and WFTAO. Dávid Jenei, male, energy engineer Dávid graduated in Budapest University of Technology and Economics as energy engineer and has been working at ÉMI since 2012. He has been involved in many building energy efficiency related project, worked on the national LTRS and national building energy strategy, implementation of the EPC system and relevant regulation with coordination of the Ministry of Innovation and Technology. 43 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. CAV EPBD (H2020): EMI is already involved in the CAV EPBD project representing Hungary with the aim to contribute to the reduction of energy use in European buildings, through the exchange of knowledge and best practices in the field of energy efficiency and energy savings between all 28 EU Member States plus Norway. BUS-GoCircular (H2020): BUS-GoCircular is formed by a coalition of former BUILD UP Skills and Construction Skills projects strengthened by partners understanding the demand side. The aim is to address and overcome the challenges of the stimulation of demand for green energy skilled workforce, along with hands-on capacity building to increase the number of skilled workforce across the value chain. POCITYF (H2020): It involves cities with heritage sites in Europe’s renewable energy transition. In lighthouse cities the project demonstrates solutions at building and district level that enable the increase of energy self- consumption, energy savings and high share of locally produced renewable energy. Fellow cities than replicate these solutions around Europe. EMI is acting as technical partner of Újpest fellow city. MINISTOR: in the ongoing H2020 EEB project “MINImal Size Thermal and Electrical Energy STORage System for In-Situ Residential Installation” EMI is the leader of the task “Functional and quality acceptance tests” where EMI will carry out the verification and the quality assurance tests of the developed minimal size storage system. BRESAER: EMI was the leader of the task “BRESAER system testing and validation” in this H2020 EeB2 project ("Breakthrough solutions for adaptable envelopes for building refurbishment"). EMI carried out different type of tests such as impact resistance tests, bending tests, wind resistance tests, acoustic performance test, reaction to fire tests, mechanical tests such as pull-through resistance tests, water absorption test, freeze-thaw resistance test. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.15 SEAI / IR (IRELAND) 15 Participant 15 (use same partner numbering as on Submission System screens). Legal name (short name): Sustainable Energy Authority of Ireland - (SEAI) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. In Ireland, the implementation of the Recast EPBD is the overall responsibility of the Department of Housing, Planning, Community and Local Government (DHPCLG) and the Department of Communications, Climate Action and Environment (DCCAE). DHPCLG has direct responsibility for building energy performance requirements. The Sustainable Energy Authority of Ireland (SEAI) is designated by legislation as the ‘issuing authority’ in relation to building energy certification. SEAI provides the framework for the tools, system, training and quality assurance to enable implementation. The enforcement authorities for both energy performance requirements and energy certification are the Building Control Offices within the local authorities / municipalities. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Chris Hughes, male, Programme Manager Chris Hughes is the programme manager with Sustainable Energy Authority of Ireland (SEAI) with responsibility for the implementation of all aspects of the Energy Performance of Buildings Directive (EPBD). Chris is a member of the inter departmental EPBD Implementation Group. Chris also works on major SEAI events including the Energy Show and the Sustainable Energy Awards. Prior to joining SEAI, he held a number of positions in energy management. Chris holds a Master in Business 44 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Administration from Dublin Institute of Technology, Master of Engineering Science (Mechanical Engineering) and is a mechanical engineering graduate from National University of Ireland Galway. Georgina Molloy, Female, Programme Manager, Chartered Engineer Georgina Molloy is a Programme Manager with the Sustainable Energy Authority of Ireland (SEAI) with responsibility for EPBD Concerted Action and the implementation of the Energy Performance of Buildings Directive (EPBD) in Ireland. Georgina is part of the EPBD/Building Energy Rating (BER) technical team in SEAI. Georgina is a Chartered Engineer with a degree in structural engineering from TU Dublin and a higher, postgraduate diploma in project management from Trinity College Dublin. Prior to joining the SEAI, Georgina gained over 20 years’ experience working in the private sector, in design consultancy and contracting with particular interest in existing building refurbishment. Georgina is a member of Engineers Ireland’s inclusion and diversity group and is the co-founder and Chair of Engineer’s Ireland’s women in engineering group. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.16 ENEA / IT (ITALY) 16 Participant 16 Legal name (short name): Agenzia Nazionale per le Nuove Tecnologie, l'energia e lo Sviluppo Economico Sostenibile/National Agency for New Technologies, Energy and Sustainable Economic Development - (ENEA) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. ENEA, the Italian National Agency for New Technologies, Energy and Sustainable Economic Development, is a governmental body carrying out research, innovation and technology transfer. ENEA assists the Ministry of Ecological Transition for EPBD and EED implementation and for EU Ecodesign and Ecolabel, providing support for developing and monitoring the Italian NECP and the National Energy Strategy. ENEA also manages the governmental financial instruments for private (110% and 55-65% tax deduction scheme) and governmental (3%3) building renovation and the national information system of regional Energy Performance Certificates (SIAPE). ENEA has long-standing experience and expertise in building EP calculation methodologies, energy audits, training and qualification of local administrators and professionals, consultation of relevant Stakeholders for EPBD implementation. ENEA participated in CAIII_EPBD, was the Italian contractor for CAIV_EPBD where the national coordinator also covered the role of Core Team Leader for the function “Collaboration with other CAs and EU projects” and for CAV_EPBD. 45 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. GABRIELLA AZZOLINI, female, Researcher at ENEA, Architect Gabriella Azzolini’s areas of expertise include defining, implementing and monitoring of EE policies and measures for existing buildings; estimating energy consumption of buildings and identifying tools and technologies in order to increase the energy performance of buildings and plants in the residential and tertiary sector. FRANCESCA HUGONY, female, Researcher at ENEA, Environmental Engineer Experties in technical support to Public Administrations for the development and implementation of energy strategies, focusing on building sector. Experties on EPCs and EPC digital register, and on digital tools to support and monitoring the building stock policies. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. • Concerted Action for the Energy Performance of Buildings 1 • Concerted Action for the Energy Performance of Buildings 2 • Concerted Action for the Energy Performance of Buildings 3 • Concerted Action for the Energy Performance of Buildings IV • Concerted Action for the Energy Performance of Buildings V • EPBD and EED implementation, • support for developing and monitoring the Italian NECP and the National Energy Strategy, • manages the governmental financial instruments for private and governmental building renovation • building EP calculation methodologies • training and qualification of local administrators and professionals Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.17 LRAM / LT (LITHUANIA) 17 Participant 17 Legal name (short name): Lietuvos Respublikos Aplinkos Ministerija/Ministry of Environment of Republic of Lithuania - (LRAM) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Ministry of Environment of Republic of Lithuania is a Government led institution that is ensuring sustainable development through legal frameworks, regulations and policy development in the state’s environmental protection, territorial planning, construction, housing, waste management and utilities provision. One of the main goals of the Ministry of Environment is ensuring a proper environmental quality, taking into account the norms and standards of the European Union. The Ministry of Environment and the Ministry of Energy are jointly responsible for the implementation and transposition of the Energy Performance of Buildings Directive in Lithuania. 46 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Aurelija Bielskytė, female Chief Specialist of the Spatial Planning Policy Group Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.18 MEAT / LU (LUXEMBOURG) 18 Participant 18 Legal name (short name): Ministere de l’Energie et de l’Amanagement du Territoire - (MEAT) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. In Luxembourg, the implementation of the EPBD is the overall responsibility of the Ministry of the Economy. Some partial responsibilities lie with the Ministry of Sustainable Development and Infrastructures as e.g. some inspection systems for heating systems (liquid fuel and biomass) and AC systems as well as aid schemes for households. In the Ministry of the Economy, the General Directorate of Energy and as a part of it the Directorate for Sustainable Energies is the managing body of the implementation. The role of my energy, the national structure for the promotion, information, raising awareness and basic advice for energy efficiency, renewable energy and sustainable construction is to support the implementation of the government’s sustainable energy policy by providing support to households, local communities, companies and professionals of the energy sector and by providing assistance to energy policy developments. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Pascal WORRÉ, Male, Mechanical Engineer Director Energy Efficiency at Ministère de l'Énergie et de l'Aménagement du Territoire Tom WINANDY, Male Energy efficiency Attaché Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV 47 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.19 EM / LV (LATVIA) 19 Participant 18 Legal name (short name): Ekonomikas Ministrija/Ministry of Economics of Latvia - (EM) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Ministry of Economics is the leading state administrative institution in the field of economic policy formation in Latvia. The Ministry of Economics plans and manages housing policy, which includes energy performance of buildings policy. The Ministry also prepares projects of legislative acts about energy performance of buildings, for example Law On the Energy Performance of Buildings, which contains legal norms arising from Directive 2010/31/EC of the European Parliament and of the Council of 19 May 2010 on the energy performance of buildings. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Karina Truhanova, female, Deputy Director, lawyer National and EU regulation on energy efficiency of buildings Auders Martins, male, Department Director, lawyer National regulation on energy efficiency of buildings. Elvijs Kalnkambers, male, Senior Expert, lawyer National renovation strategy issues Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Karina Truhanova – expert in CA EPBD V; CAMS project 2019-2022 (Climate adaptation and mitigation synergies in energy efficiency projects) Mārtiņš Auders – expert in CA EPBD IV and V Elvijs Kalnkambers – preparation of Long Term Renovation Strategy in Latvia Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 48 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 5.20 MTIC / MT (MALTA) 20 Participant 20 Legal name (short name): Building Regulation Office, Ministry for Transport, Infrastructure and Capital Projects (MTIC) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. This is the Authority responsible for the design, implementation and dissemination of policies together with the consolidation and review of laws and regulations, in the form of a national building code. It is an autonomous Authority set up by an act of parliament, XIV of 2021. The Authority is authorised to collaborate with other agencies, corporations, authorities, government and non- government entities and other persons for the carrying out of its functions. The Building and Construction Authority is responsible for the implementation of Directive 2010/31/EU, 844/18 EU, by means of Legal Notices 47/2018, and 134/2020 (subsidiary to the Building regulations Act) and is responsible for representing Malta for technical aspects including the sustainability and the energy performance of buildings. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Matthew Degiorgio, Male, SH Energy Performance of Buildings, B.E.&A.(Hons.), A.&C.E., M.Sc EDE (lond.) Architect and Civil Engineer, with specialisation in Environmental Design and Engineering with over 10 years of experience in building regulation and policy. Antoine Bartolo, Male, CO Core Operations, [B.Sc. I.T. (Hons.) CSE] Chief officer responsible for Core Operations of the Building and Construction Authority, with over 20 years of experience in Process Engineering, Project Management and I.T., Telecom Systems and IOT Engineering and Architecture. Samuel Farrugia, Male, B.Eng; M.Sc. Building services engineering Mechanical engineer specialised in building services engineering with over 10 years of experience in building regulation and policy. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.21 RVO / NL (NETHERLANDS) 21 Participant 21 49 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Legal name (short name): Ministerie van Economische Zaken en Klimaat - (RVO) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Netherlands Enterprise Agency (RVO.nl) encourages sustainable growth in the Netherlands and supports the Dutch Government in translating policy into action; it is part of the Ministry of Economic Affairs. The Netherlands Enterprise Agency implements national legislation by providing support to businesses via subsidy and support schemes, establishing and supporting knowledge networks and provides access to partner search mechanisms. RVO.nl and its predecessors have a long history in the field of energy efficiency and have been involved in the implementation of the EPBD since its coming into force in 2010. The Netherlands Enterprise Agency is entrusted with developing and implementing EPBD-related tools as the EPC database, the inspection of air conditioning systems and heating systems, system requirements for technical building systems and the LTRS. RVO.nl also supports the Ministry of the Interior and Kingdom relations at developing the national energy performance methodology, the QA system for EPC’s, cost optimal studies to set the demands of the energy performance in building regulations etc. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Gerelle van Cruchten, female, policy officer, NCP CA EPBD V, policy studies on EPC related to cost, QA system, evaluation of EPC • NCP in CA EPBD V as of August 2019 • Responsible for the QA system of energy experts for the former EPC internet tool (up to December 2020) • Evaluation of the cost of EPCs in the Netherlands including an international comparison • Evaluation of the new energy label classes (as of January 2021) • Counterpart for the Ministry of the Interior and Kingdom Relations for the recast of the EPBD Carmen Heinze, female, moderator, is a professional passionate moderator with more than 20 years of experience in moderating small and large groups. • She has been working for CAEPBD as well as CAEED and has therefore sufficient knowledge on the various relevant topics to be a able to design and moderate successful workshops. • Additionally, she can develop customised trainings in order to teach others how to make workshops more interactive and getting the most out of all participants. • Where needed, she can advise others on their workshop designs. • Getting results and making use of the input and energy of all participants are key for her approach. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. • Concerted Action for the Energy Performance of Buildings 1 • Concerted Action for the Energy Performance of Buildings 2 • Concerted Action for the Energy Performance of Buildings 3 • Concerted Action for the Energy Performance of Buildings IV • Concerted Action for the Energy Performance of Buildings V • Development and implementation of the EPC system (as of the first introduction in the EPBD) including the EPC database, QA system, market introduction, communication and evaluation of EPC system and EPC data; • Support to the development of the present EP calculation method, calculation software, QA system and coordination of interaction of the various elements of the present EPC system; 50 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 • Coordination of the development of the inspection of air conditioning and heating systems and the requirements for technical building systems • Coordination of cost optimal studies to set the demands of the energy performance in building regulations; • Development of the LTRS • Collecting and monitoring of EPC data Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.22 ITB / PL (POLAND) 22 Participant 22 Legal name (short name): Instytut Techniki Budowlanej/Building Research Institute (Poland) - ITB Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The basic aim of research and development works carried out in ITB, is to ensure the quality of the Polish building industry and to protect the interests of users of the construction works. Institute develops the bases of technical and functional requirements for buildings and building products; methods for calculation and designing of building elements; test methods and assessment criteria for construction works, their elements and building products; and technical bases for the building policy of the State. For the needs of Polish Technical Approvals and European Technical Assessments (ETA) and certification of products, the Group of Testing Laboratories operating within the Building Research Institute carry out tests, which are the basis for marking products with B or CE mark. The Building Research Institute, as a Technical Assessment Body (TAB) is authorized to issue European Technical Assessments, is a Notified Body to the European Commission and to other Member States of the European Union under the number 1488. Institute actively participates to the work of many technical committees, commissions and working groups within international scientific (RILEM, CICIND, EGOLF, ENBRI, ECO Platform, ICPIC) and standardization (ISO, CEN) organizations, as well as those for the assessment of building materials (UEAtc, EOTA, WFTAO). The Thermal Physics, Acoustics and Environment Department of ITB is focused on energy efficiency and environmental performance assessments aspects. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Dobrosława Kaczorek, female, researcher, ISCED Level 8, Class A top grade researcher, PhD D.Sc eng, a scientist with over 20 years of experience as an expert in laboratory research, providing technical and expert support in important works of sustainable construction: in the field of energy efficiency in buildings, building physics, renewable energy in buildings and ventilation-related construction product testing. Experience in work and cooperation with national institutions: member of the Polish Committee for Standardization PKN KT 316 (heating systems) PKN KT 179 (thermal protection of buildings), ZAE (Chamber of Energy Auditors) as an associate member, PZITB (Chamber of Construction Professionals) as an associate member. Participant of several national and European research projects on energy-efficient buildings and building materials. 5 years of experience as the Manager of the Energy Efficiency Laboratory. Author of scientific publications related to energy use in building Michał Piasecki, male, researcher, ISCED Level 8, Class A top grade researcher 51 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 PhD D.Sc eng, profesor at ITB, researcher, 20 years of experience in the area of civil engineering. Co-author of the international EN standards and national codes. Practical experience of undertaking the environmental tests, indoor air quality evaluations and energy/sustainable performance assessments of buildings and construction products. Experience of working and cooperation with International institutions: CEN TC 350 (sustainable construction), PKN KT 307 (sustainable construction-normalization, mirror to TC 350) as president. EOTA PT12 (sustainable use of resources, European CPR regulation) expert. ECO Platform (eco products- European association) as board member, SB Alliance (building sustainable assessment), ex national representative, ZAE (Energy Auditors Chamber) as associate member, PZITB (Construction Professionals Chamber) as associate member, OECD GGSD as nation representative, ECTP as ITB’s proxy, KIS WG8 (National smart Specializations) as ITB’s proxy. Participant in several national and EC research projects on the energy efficient buildings and construction material. 3 years’ experience as Head of Accredited Laboratory testing construction product (thermal physics, acoustic, environment). Main leader in establishing national EPD system (Environmental Product Declaration) (ISO 14025) in Poland. Author of WoS publications. (citations 415, h-index 13, i10 index 14). Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V LIFE Ceplafib, H-house, METABUILDING LABS Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.23 ADENE / PT (PORTUGAL) 23 Participant 23 Legal name (short name): Agencia Para a Energia (ADENE) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. ADENE, the Portuguese Energy Agency is a private non-profit making public utility association with the mission to develop public interest activities in the areas of energy and energy efficiency, including mobility and the efficient use of water. ADENE’s main purpose is to foster projects of national interest under the scope of energy policy, developing its activity within the different economic sectors and resourcing, for this purpose, to the support of public or private entities and specialized market agents. ADENE's mission is to promote and develop activities of public interest in the fields of energy and its interfaces with relevant non-energy sectors and policies, aiming to contribute to increase energy efficiency in all economic sectors, to foster market penetration of RES and to participate in the national effort of GHG reduction. Hereupon, ADENE holds the responsibility in the support of conception, development and promotion of initiatives under the framework of community and national energy policies, targeting a sustainable development. The Directorate of Energy (DGEG) who should represent Portugal is responsible for the implementation of the EPBD directive in Portugal. The participation in CA EPBD is assigned to ADENE, but for some elements the Ministry will be contributing to CA meetings with experts. From the undergoing initiatives, ADENE outlines three that have special relevance within the context and, consequently, within the project objectives and call contents: • The Energy Certification System (SCE) – The Energy Certification of Buildings, implemented in 2007 through the transposition of the European Directive on the Energy Performance of Buildings (EPBD), which assesses the energy efficiency of a property on a pre-defined scale of 8 classes, in which A+ is very efficient and F is very inefficient. It also provides owners with information on the impacts of this 52 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 classification on comfort, health and energy consumption related to air conditioning and domestic hot water. Through a digital document (Energy Certificate) issued by independent and qualified professionals, the necessary measures customized to the property are also identified, which will potentially enable a reduction in the energy consumption. • The casA+ Portal – The Portuguese one-stop-shop (OSS) is an online portal managed by ADENE and aims to promote energy and water efficiency, cost and energy savings, and the thermal comfort of homeowners living in residential buildings. The OSS’s main goals are to provide detailed information to end-users about their houses, encourage them to improve their homes, facilitate the communication between building owners and the market/technical experts, and to monitor the uptake of improvement measures. Furthermore, it signposts appropriate financing opportunities and makes available guides on energy and water efficiency. • The Portuguese Long-Term Renovation Strategy (LTRS) – the national strategy designed to support the renovation of the national stock of residential and non-residential buildings, both public and private, into a highly energy efficient and decarbonised building stock by 2050, facilitating the cost- effective transformation of existing buildings into nearly zero-energy buildings (NZEB), including a roadmap with measures and indicative milestones for 2030, 2040 and 2050, specifying how they contribute to achieving the Union’s energy efficiency targets and reducing GHG emissions. Currently, ADENE is part of the LTRS Coordination Group, which aims to evaluate and monitor the implementation status of the LTRS in Portugal. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Rui, Fragoso, male, director Graduated in Civil Engineering and obtained a postgraduate degree in Planning and Sustainable Construction and as well as in Building Acoustics. In 2010, he joined ADENE - Portuguese Energy Agency and between 2012 and 2018, he was the Head of the Buildings Department, responsible for managing the EPC scheme and its implementation. Designed and implemented the on-stop-shop Portal casA+ and provide technical assistance to the implementation of financial instruments. He is’s currently the Head of the Projects Department. He also participates in current and past European and International projects like the CA-EPBD, among others. Claudia Monteiro, female, expert Graduated in Architecture by Instituto Superior Técnico, Lisbon University. She also holds a PhD in Sustainable Energy Systems by MIT Portugal, IST, Lisbon University. Energy expert in International and European cooperation projects in the fields of urban planning and energy efficiency of buildings. Currently working at ADENE, namely as Central-Team Assistant for the CA-EPBD V, and as member of the coordination group for the Portuguese Long-Term Renovation Strategy. Responsible for the implementation of the short-mid-long renovation strategies and methodologies in the existing building stock and involved in the development of future EPC schemes and applications on sustainable cities. In the past years, she has also participated in several national and international research projects related to urban building energy modelling and urban building databases supporting smart cities. Nuno Baptista, male, coordinator Started his career in design offices, where he worked during for 15 years. In 2010, he joined the ADENE building department, working on quality assessment and managing the platform for issuing energy certificates. In this position, he was involved in technical support related to the energy performance of buildings and the issuance of energy certificates, but also in projects related to building renovation. He is also a national representative in the concerted action of the Energy Performance of Buildings Directive (CA-EPBD). Since 2019, he is the Coordinator of the Energy Certification of Buildings System, responsible for the support and training of technicians, EPC registry, management and maintenance of the EPC database, information and statistical analysis, and quality assessment. Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 53 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Portuguese National System for Energy Certification of Buildings, (2006), https://www.sce.pt/ Portuguese Building Long Term Renovation Strategy (2021), https://energy.ec.europa.eu/topics/energy- efficiency/energy-efficient-buildings/long-term-renovation-strategies_en casA+ Portal, https://portalcasamais.pt/ X-tendo project, (2019-2022), https://x-tendo.eu/ Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.24 MLPDA / RO (ROMANIA) 24 Participant 24 Legal name (short name): Ministerul Dezvoltarii, Lucrarilor Publice Si Administratiei/Ministry of Regional Development and Public Administration and European Funds - (MLPDA) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. MLPDA (Ministerul Dezvoltarii, Lucrarilor Publice Si Administratiei/Ministry of Regional Development and Public Administration and European Funds) is a Governmental Institution and it performs, as appropriate, together with the line ministries, the government policy in areas like: regional development, cohesion and spatial development, discipline in construction, spatial planning, urban planning and architecture, habitation, housing, residential buildings, energy efficiency in public buildings, thermal rehabilitation of buildings, public works, construction, central and local public administration, development of public community services, state aid provided to local public administration authorities, public service management etc. In these areas, the MLPDA initiates, finances and / or manages / implements, under the law, development programs and projects of national, regional and local interest in areas like: housing, energy efficiency in public buildings, thermal rehabilitation of buildings, reducing seismic vulnerability of buildings, public utility infrastructure of the water supply and sewer service and / or of thermal energy supply service for localities, databases etc. The MLPDA also provides financial and technical management of some programmes and projects, co-financed by the European Regional Development Fund, under the Regional Operational Programme, as well as by other European financing instruments specific to its areas of activity. In the construction field, the regulatory activity of MLPDA covers the entire area with an application-oriented, experimental and system-based approach. The Ministry carries out government policies in construction’s legislation and specific technical regulations, transposes and implements the European legislation in construction, including energy performance of buildings. List of MLPDA most relevant actions in the implementation of the EPBD and EED (buildings section) • Pilot programme for thermal rehabilitation of public domain buildings with the function of social assistance and / or health care, under the administration of local public administration authorities. Co- financed by Swiss Fund and governmental funds • Multiannual national programme of increasing energy efficiency in residential buildings. Governmental funds. • National programme on thermal rehabilitation of residential buildings financed by bank loans with • government guarantee. Governmental funds • Thermal rehabilitation programmes with financing from European funds. Co-financed by European funds 54 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 • MLPDA only requests travel allowance for 3 national experts for CA meetings while salary costs will be paid as an internal contribution due to national legislation. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Anca GINAVAR, female, Certified Architect Director of the Technical Directorate, within the Regional development and infrastructure general directorate Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.25 BOVERKET / SE (SWEDEN) 25 Participant 25 Legal name (short name): The National Board of Housing, Building and Planning - (BOVERKET) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Swedish National Board of Housing, Building and Planning, under Ministry of Finance, is the main Swedish authority for the implementation of the EPBD and has been appointed by the Swedish government to do so. This is because Boverket has got the main responsibility for the practical work with the Planning and Building act within which the energy demands are incorporated into Swedish legislation. Most of the developing work in this matter is done under the Ministry of the Infrastructure in close collaboration with the Swedish Energy Agency. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Roger Antonsson, male, Analyst, System developer Roger Antonsson has for several years developed and implemented the EPC system ad register in Sweden. He has previously been involved in CA EPBD, 1, 2, 3, IV, and V. And since CA EPBD V, he is our main contact. He is currently working on the Swedish embodied GWP regulation implementation. Mikael Näslund, male, Energy expert, PhD Mikael Näslund has for several years been involved in the EPBD implementation in Swedish legislation and understands both technical and jurisdictional boundaries and has indeed a deep understanding of technical issues, both regarding energy sources, energy carriers, heating appliances and other technical details in the building such as SRI, Individual metering and BACS. Projects or Activities 55 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V The Swedish National Board of Housing Building and Planning has from the very first EPBD been responsible for the practical work on incorporating the directive into Swedish legislation. Boverket also handles the EPC register and are responsible for the design, control and supervision of EPC. Boverket are currently implementing a database, register and control system for embodied GWP. Boverket also handles other EU initiatives and directives such as CPR, digital logbook, EED and Taxonomy issues in all parts where housing, building and/or planning are involved. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 5.26 TSUS / SK (SLOVAKIA) 26 Participant 26 (use same partner numbering as on Submission System screens). Legal name (short name): Technicky a skusobny ustav stavebny - (TSUS) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. Technický a skúšobný ústav stavebný, n.o. (Building Testing and Research Institute, NPO; ref. TSUS) is active in different areas of construction in Slovakia and other countries and cooperates with other institutes in EU. TSUS has represented SR in all CA EPBD since 2005. The main activities in research have been focused on energy performance of buildings, thermal protection requirements, energy certification of buildings and building units, cost-optimal calculations. TSUS particularly concentrates on elaboration of legal and technical regulation and standards focused on energy performance of buildings. Furthermore, TSUS is intensively involved in education, training, publishing and expertise. TSUS is appointed as the authorized and notified body for assessment of construction products in the regulated sector. Further, the Institute is active as the TAB (member of the EOTA) issuing ETAs and as an authorized person for a national technical assessment of non-harmonized construction products. The accredited inspection body is primarily active in granting licenses to contractors executing specialized construction works. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Zuzana Sternova, female, contractor representing SK (director of TSUS, senior researcher), qualification: civil engineer (MSc.), PhD., Prof., authorized engineer, expert for energy certification, forensic expert The director of Building Testing and Research Institute (TSUS), NPO (since 2008), the chairwoman of national TC 58 mirror to CEN/TC 89, the chairwoman of the Board of Advisors for National Technical Standardisation, the chairwoman of the Slovak Association for ETICS (OZ ZPZ), the vice president of EAE (European Association for ETICS). Senior research worker in the field of renovation of existing buildings, energy performance of buildings, thermal protection of buildings and analyses with the main focus on research, design, consulting and diagnostics. Publishing activities are related to building energy performance of buildings, indoor climate, thermal protection, ETICS and renewal of existing buildings, legal requirements. Since 1978 lecturing at Slovak technological university and since 2007 a lecturer in official training of experts for energy certification of buildings 56 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 (EPBD) organized by Slovak Chamber of Civil Engineers and the member of examination board for experts for energy certification of buildings (legislation and thermal protection, energy performance certification). Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Since 2005 contractor for Slovak Republic and national representative in implementation of EPBD in Concerted Action: Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 (CT leader) Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V (CT Manager) Leading participation at legal works related to implementation of EPBD in Slovak Republic. Participation in different research projects at national and international level (e.g. EBRD project focused on implementation of EPB national legislation in Moldova and Kyrgyzstan, EU GUGLE project, Cost-optimal calculation of minimal energy performance of buildings requirements for SR etc.). Author of some national technical standards (Thermal protection of buildings, Performance of ETICS). Works on National Annexes to EN and ISO standards, national comments on EN standards developed by CEN/TC 89. Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreeen to be performed by them. N/A 5.27 MZI SL (SLOVENIA) 27 Participant 1 (use same partner numbering as on Submission System screens). Legal name (short name): Ministrstvo Za Infrastructuro - (MZI) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Ministry of Infrastructure ensures continuous improvements to Slovenian transport and energy infrastructure. MZI maintain, plan, regulate, and improve the field of rail, road, air, cableway, and maritime transport as well as inland waterway transport. MZI are also responsible for transport policies and infrastructure. We strive to achieve sustainable mobility and transport, which should be safer, more economical, and green. We ensure that energy supply is reliable and set the foundations for transitioning into a society, which uses energy products more effectively and generates energy mainly from renewable sources. The transposition of the EPBD in Slovenia is the overall responsibility of the Ministry of Infrastructure and is primarily transposed by the Energy Act1, covering the topics of NZEB, energy performance certification, inspection of heating and AC systems and energy efficiency information programmes. In addition, the Building Construction Act gives the legal basis for building codes (with minimum requirements for building energy performance, technical building systems and the calculation methodology), while the Environmental Protection Act addresses the inspection of boilers. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Erik POTOCAR, male 57 Call: [LIFE-CET-2021-CAEPBD6-IBA] — [6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive] Associated with document Ref. Ares(2022)8025859 - 21/11/2022 EU Grants: Application form (LIFE): V1.0 – 15.04.2021 Head of Efficiency and Renewable Energy Policy Division Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Insert text Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 28 NVE NO (NORWAY) Associated Partner Associated Participant Legal name (short name): Norwegian Water Resources and Energy Directorate (NVE) Description of participant Provide a short description of the participant, with an explanation on how it matches its main role and tasks in the proposal. The Norwegian Water Resources and Energy Directorate (NVE) is a directorate under the Ministry of Petroleum and Energy. NVE’s mandate is to ensure an integrated and environmentally sound management of the country’s water resources, promote efficient energy markets and cost-effective energy systems and contribute to efficient energy use. The directorate plays a central role in the national flood contingency planning, the prevention of damage caused by landslides and bears overall responsibility for maintaining national power supplies. Key staff Provide a short description of the profile of the persons who will be primarily responsible for carrying out the proposed activities. Olav Karstad Isachsen, Male, Senior Advicer Projects or Activities List of up to 5 relevant previous projects or activities, connected to the subject of this proposal. Concerted Action for the Energy Performance of Buildings 1 Concerted Action for the Energy Performance of Buildings 2 Concerted Action for the Energy Performance of Buildings 3 Concerted Action for the Energy Performance of Buildings IV Concerted Action for the Energy Performance of Buildings V Affiliated Entities / Associated Partners Does the participant envisage that part of its work is performed by affiliated entities or associated partners? If yes, please describe the entity / partner, their link to the participant, and describe and justify the tasks foreseen to be performed by them. N/A 58 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Detailed Budget Table CA EPBD 6 Important: You may add rows but no additional tabs. This may result in your proposal being considered inadmissible. Please ensure that the file can be printed on a format of 1 page wide (number of pages depending on the number of participants). Please make sure that the figures in this table are consistent with the total budget provided in part A section 3 of the application. In case of inconsistencies, part A will prevail. Staff effort allocation Fill in the effort per work package and Beneficiary/Affiliated Entity. Please indicate the number of person-months over the whole duration of the planned work. Adapt the columns to the number of work packages in your proposal. Identify the work-package leader for each work package by showing the relevant person-month figure in bold. Participant Number/Short Name WP1 WP2 WP3 WP4 WP5 WP6 WPx… Total 1. DEA 39 20,75 3,55 35,9 37,5 24,3 161 2. OIB 3,55 0,3 3,85 3. CSTC 13,5 3,75 0,6 17,85 4. SEDA 3,55 0,3 3,85 5. MECI 3,55 0,3 3,85 6. MIT 2,5 0,3 2,8 7. BAFA 3,55 0,3 3,85 8. MEC 1,25 0,3 1,55 9. CRES 3,55 0,3 3,85 10. IDAE 1,25 0,3 1,55 11. MOTIVA 13,5 1,25 0,3 15,05 12. MTE 3,55 0,3 3,85 13. MPGI 2,5 0,3 2,8 14. EMI 2,3 0,3 2,6 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 15. SEAI 13,5 3,55 0,3 17,35 16. ENEA 13,5 2,5 0,3 16,3 17. LRAM 3,55 0,3 3,85 18. MEAT 3,55 0,3 3,85 19. EM 3,55 0,3 3,85 20. MTIC 2,5 0,3 2,8 21. RVO 3,55 2,05 0,3 5,9 22. ITB 2,3 0,3 2,6 23. ADENE 13,5 2,3 0,3 16,1 24. MLPDA 3,35 0,3 3,65 25. BOVERKET 3,35 0,3 3,65 26. TSUS 1,15 0,3 1,45 27. MZI 3,35 0,3 3,65 Total person-months 39 88,25 78,2 37,95 37,5 32,4 0 313,3 Personnel costs Present your estimated “Personnel costs” split into 3 categories as per the table below. If you do not have any personnel costs falling under “A.4 SME owners and natural person beneficiaries” or “A.5 Volunteers”, all personnel costs should be budgeted under “A1. Employees (or equivalent); A2. Natural persons under direct contract and A3. Seconded Persons”. For A.4 SME owners and natural person beneficiaries: please note that as per Annex 2a of the LIFE General Model Grant Agreement (MGA), a unit cost is applied to this cost category. The units are the days spent working on the action (rounded up to the nearest half-day) and the amount per unit (daily rate) is calculated according to the following formula: {EUR 5 080 / 18 days = EUR 282,22 per day} multiplied by {country-specific correction coefficient of the country where the beneficiary is established} Note that the country specific correction coefficient to use is the one applied for the Marie Sklodoska-Curie Actions (MSCA). Yearly rates are published in the Horizon Europe Work Programme – Marie Sklodowksa-Curie Actions under the funding and tender portal Reference Documents (work programme and call documents section), available at https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/how-to-participate/reference-documents;programCode=HORIZON. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 A1. Employees Subtotal personnel (or equivalent); A.4 SME owners costs without A.5 Volunteers Number of A2. Natural and natural volunteers (Unit costs) person months Average monthly persons under person (sole Total Personnel Participant Number/Short Name Country (A1+A2+A3+A4) - must be the (staff effort per salary rate direct contract trader) costs must be the same same as in part beneficiary) and A3. beneficiaries as in part A A section 3 Seconded (Unit costs in €) section 3 Persons (costs) 1. DEA 161,00 8.782 € 1.413.864 € 1.413.864 € 1.413.864 € 2. OIB 3,85 13.600 € 52.360 € 52.360 € 52.360 € 3. CSTC 17,85 10.585 € 188.940 € 188.940 € 188.940 € 4. SEDA 3,85 3.423 € 13.179 € 13.179 € 13.179 € 5. MECI 3,85 4.220 € 16.248 € 16.248 € 16.248 € 6. MIT 2,80 3.200 € 8.960 € 8.960 € 8.960 € 7. BAFA 3,85 9.600 € 36.960 € 36.960 € 36.960 € 8. MEC 1,55 4.240 € 6.572 € 6.572 € 6.572 € 9. CRES 3,85 2.932 € 11.288 € 11.288 € 11.288 € 10. IDAE 1,55 15.107 € 23.416 € 23.416 € 23.416 € 11. MOTIVA 15,05 9.836 € 148.032 € 148.032 € 148.032 € 12. MTE 3,85 7.302 € 28.112 € 28.112 € 28.112 € 13. MPGI 2,80 3.394 € 9.504 € 9.504 € 9.504 € 14. EMI 2,60 3.767 € 9.794 € 9.794 € 9.794 € 15. SEAI 17,35 9.427 € 163.552 € 163.552 € 163.552 € 16. ENEA 16,30 5.328 € 86.848 € 86.848 € 86.848 € 17. LRAM 3,85 3.200 € 12.320 € 12.320 € 12.320 € 18. MEAT 3,85 5.280 € 20.328 € 20.328 € 20.328 € 19. EM 3,85 3.418 € 13.160 € 13.160 € 13.160 € 20. MTIC 2,80 6.438 € 18.025 € 18.025 € 18.025 € 21. RVO 5,90 12.631 € 74.520 € 74.520 € 74.520 € 22. ITB 2,60 7.535 € 19.592 € 19.592 € 19.592 € Associated with document Ref. Ares(2022)8025859 - 21/11/2022 23. ADENE 16,10 7.329 € 117.992 € 117.992 € 117.992 € 24. MLPDA 3,65 0€ 0€ 0€ 0€ 25. BOVERKET 3,65 8.933 € 32.604 € 32.604 € 32.604 € 26. TSUS 1,45 3.840 € 5.568 € 5.568 € 5.568 € 27. MZI 3,65 6.078 € 22.184 € 22.184 € 22.184 € Total 313,30 2.553.922 € 0€ 2.553.922 € 0€ 2.553.922 € Subcontracting Give details on subcontracted action tasks (if any) and explain the reasons why (as opposed to direct implementation by the participants). Subcontracting — Subcontracting means the implementation of action tasks, i.e. specific tasks which are part of the action and are described in Annex 1 of the Grant Agreement. Note: Subcontracting concerns the outsourcing of a part of the action to a party outside the Consortium. It is not simply about purchasing goods or services. We normally expect the participants to have sufficient operational capacity to implement the project activities themselves. Sub-contracting should therefore be exceptional. Include only subcontracts that comply with the rules (i.e. best value for money and no conflict of interest; coordinator tasks can normally not be subcontracted). Justification Participant Number/Short Name Subcontract Description Cost (€) WP (Why is subcontracting necessary?) Database for registration of experts in the CA Development of databases is best handled by a vendor, which has EPBD a large experience with the development of such databases based The development of a system for electronic on the selected tool. This knowledge is not available within the DEA registration of participants will be developed and usually the DEA uses a contract through a preselected through a contract through the pre-qualified WP 2, company. It is the expectation that this will lead to the most 01 DEA company / organisations for IT solutions under 10.000 € task efficient system as well as the cheapest development. the DEA through the standard agreements 2.4.2 under the Danish government. This will be developed as a standard database system and will be fully compliant with the General Data Protection Rules. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Venue organiser / practical support to The organization of meeting venues and negotiation with hotels meetings requests specific skills and networks which falls outside the For the practical organisations of CA meetings experience of the DEA. A professional venue organizer will and negotiations with venues, a professional therefore ensure the best agreements for the venue of meetings conference organiser will be selected according and for the accommodation for the participants. It will also ensure to Article 13. This organiser will take care of international experience and professional handling. practical elements on meeting organisation such as negotiation, contracting, and follow-up, WP 2 including agreements on hotel rooms for 01 DEA 114.500 € task participants for plenaries and in-depth 2.4.3 workshops. This task will further support other meetings as needed eg. for organisation of open events and management team meetings, web streaming for open events or virtual meetings. The location for each larger event will be found through a process in accordance to article 13. This function will be found through a public tender. Junior Rapporteurs Junior rapporteus was previous delivered by the UK BRE institute, The Junior Rapporteurs will report from session but becaue of Uss exit of the EU this is no longer possible. None of in the CA EPBD plenaries and in-depth the Partners have volunteered to take this role, whic requests as workshops. 3 rapporteurs will participate in the well technical knowledge and exellent English skills. This tyoe of Plenaries Meetings and 2 in each of the In- experts are found on universities or building reserach institutes, but depth Workshops. After the meeting they will not in the DEA. A good vendor will be found though a public tender prepare the first draft of the session reports, either from Denmark or from another European country. which will then be reviewed by the session leaders and relevant CTMs. They will also WP 2 1 DEA assist in practical elements in these sessions 61.640 € task and can help in as well preparation of material. 2.4.5 Finally, they can help in uploading and keeping track on elements on the Glasscubes. They are expected to have a technical background in buildings/energy consumption and they need to have excellent English skills. Most likely they will come from a university or a building research institution. This function will be found through a public tender. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Communication external support The use of some of the tools needed in the management of Different tools used for the communication communication for the CA EPBD will request very specific request very specific skills and licenses. This knowledge and experience. In some cases it will not be efficient to includes the use of the Atlassian Confluence built this experience inside the DEA, but it will be more efficient and which is used for the database of content. A less costly to use experts which are already familiar with the tools specialist of those tools will be searched of or who has the equipment needed. this function. Other elements can be graphic WP 5 design or elements for development of identity task 01 DEA 54.000 € 5.6, or special reports. Further those elements can be including language quality checking or 5.10 & production of info graphic or videos. 5.11 The specific elements of this task will be defined in the communication plan for the CA EPBD 6. Different elements might be found by different tendering processes according to the specific needs. Editor / writer for external reports The help for development of reports requests a large experience in In general, the communication manager is such editing and rewriting as well as it requests a large flexibility responsible for language review and and the possibility to set in large support in a short period of time consistency check of published material. exactly when this is needed. It is the expectation that this will lead Reports are in general prepared by CTM teams to the most efficient support as well as the cheapest overall costs or country experts. Because of the different and ensure the delivery of these reports in right time. skills for writing from the different teams and countries there is in some case a need for a deeper editing and language review which can WP 6 include recrafting and development of new 01 DEA 35.000 € task material. This has resulted in a slowdown of the 6.3 process in previous CAs. This can result in delays in delivery of reports and it can make the process of review of reports very complicated. An external writer is therefore including help with specific reports, this can either be through review and editing or it can be a help for the writing and analytic process itself. This function will be found through a public Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Core Team Management CT3 – for Deep The benefit of this organisation will be that it will be possible to Renovation and renovation passports. have a team with experience from as well national and regional OIB will handle the lead of the core team CT3 implementation of policies as well as a more practical involvement for Deep Renovation and renovation passports in projects for energy efficiency in practice. This will help to handle through one or more subcontracts. The tasks the very complex elements of energy efficiency in existing on the existing buildings will request knowledge WP 2 buildings, which will require a wide range of skills. This organisation 02 / OIB on legislation, implementation, organisation, 229.300 € task will also allow for the organisation of the work and flexibility, which administration, practical implementation and 2.1.3 requires intense preparation in various parts of the process, technical solutions. The role will request for something which could be more difficult in the agency. relevant experience with organisation of sessions and share of knowledge. As well the CTM role as the CTA role will be subcontracted. National experts # Implementation of the EPBD requests the expertise of multiple MIT expects to use subcontracted experts for actors and agencies. Sometimes the main expertise in a particular plenary meetings, but the expert will depend on field is outside the beneficiary and the full impact of the CA is only WP 06 MIT the selected topics. It is expected that this will 11.200 € achieved through the involvement of these experts. This will ensure 3&4 be approximately one per meeting. that they can give the right input of experience for other countries to learn and also take the experience from the meeting home and ensure the impact on the national development of such policies. Core Team Management CT1 – for Renovation The benefit of this organisation will be that it will be possible to action plans and MEPS. have a team with experience from as well implementation of policies BAFA will handle the Central Team Manager as well as a more practical experience and involvement of and Central Team Assistant for Renovation academia. This will help to handle the very complex elements of WP 2 Action Plans and MEPS through a subcontract. 315.940 € energy efficiency in connection to renovation action plans and 07 / BAFA task BAFA will select a CTM through a call for MEPS, which requires a large variation of skills. This organisation 2.1.1 tender. The expert will primarily prepare and will also allow for the organisation of the work and flexibility, which lead the sessions contend-related while the requires intense preparation in various parts of the process, participant is in charge of coordinating the something which could be more difficult in the agency. German participants. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Core Team Management CT6 – Calculation The benefit of this organisation will be that it will be possible to and life cycle assessment. have a team with experience from as well implementation of policies MEC will handle the lead of the Central Team as well as a more theoretical experience and involvement of Manager and Central Team Assistant CT6 for academia. This will help to handle the very complex elements of Calculation and life cycle assessment through energy efficiency in connection to calculations, zero carbon and life one subcontract. The work will be linked to cycle calculations. This organisation will also allow for the decarbonisation, calculations, standards WP 2 organisation of the work and flexibility, which requires intense 08 MEC assessment. The tasks on the existing 140.500 € task preparation in various parts of the process, something which could buildings will request knowledge on calculation 2.1.6 be more difficult in the ministry. methodology, CEN standards, circular economy and primary energy factors. The role will request for similar experience with organisation of sessions and share of knowledge and a link to academia. As well the CTM role as the CTA role will be subcontracted. National experts # Implementation of the EPBD requests the expertise of multiple Some elements of the implementation of the actors and agencies. Sometimes the main expertise in a particular EPBD falls under different organisations: field is outside the beneficiary and the full impact of the CA is only 1. Estonian Business and Innovation Agency achieved through the involvement of these experts. This will ensure (previously Fund KredEx) – will provide support that they can give the right input of experience for other countries on topics related to the existing building stock, to learn and also take the experience from the meeting home and renovation grants. ensure the impact on the national development of such policies. 2. Consumer Protection and Technical WP 08 MEC Regulatory Authority – will handle topics related 24.200 € 3&4 to the implementation, verification, inspection, supervision of the EPCs. The impact of the Estonian participation will therefore request participation from experts linked to these organisations. Dependent on the actual topics to be handled in meetings such experts will therefore be involved. MEC expects to use 2 subcontracted experts per meeting. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 National experts # Implementation of the EPBD requests the expertise of multiple Some elements of the implementation of the actors and agencies. Sometimes the main expertise in a particular EPBD falls under different organisations field is outside the beneficiary and the full impact of the CA is only including the VTT Technical Research Centre of achieved through the involvement of these experts. This will ensure Finland Ltd and the ARA, the Housing Finance that they can give the right input of experience for other countries and Development Centre of Finland. WP to learn and also take the experience from the meeting home and 11 MOTIVA The impact of the Finnish participation will 70.000 € ensure the impact on the national development of such policies. 3&4 therefore request participation from experts linked to these organisations. Dependent on the actual topics to be handled in meetings such experts will therefore be involved. MOTIVA expects to use 2 subcontracted experts per meeting. National experts # Implementation of the EPBD requests the expertise of multiple MGIPU expects to use subcontracted experts actors and agencies. Sometimes the main expertise in a particular for plenary meetings, but the expert will depend field is outside the beneficiary and the full impact of the CA is only WP 13 MGPI on the selected topics. It is expected that this 10.528 € achieved through the involvement of these experts. This will ensure 3&4 will be approximately one per meeting. that they can give the right input of experience for other countries to learn and also take the experience from the meeting home and ensure the impact on the national development of such policies. National experts # Implementation of the EPBD requests the expertise of multiple EMI expects to use subcontracted experts for actors and agencies. Sometimes the main expertise in a particular plenary meetings, but the expert will depend on field is outside the beneficiary and the full impact of the CA is only WP 14 EMI the selected topics. It is expected that this will 12.400 € achieved through the involvement of these experts. This will ensure 3&4 be approximately one per meeting. that they can give the right input of experience for other countries to learn and also take the experience from the meeting home and ensure the impact on the national development of such policies. National experts # Implementation of the EPBD requests the expertise of multiple Some elements of the implementation of the actors and agencies. Sometimes the main expertise in a particular EPBD falls under different organisations field is outside the beneficiary and the full impact of the CA is only including CTI, the Italian Thermotechnical achieved through the involvement of these experts. This will ensure Committee, affiliated to UNI (Italian that they can give the right input of experience for other countries Standardization Body). WP to learn and also take the experience from the meeting home and 16 ENEA 12.712 € The impact of the Italian participation will 3&4 ensure the impact on the national development of such policies. therefore request participation from experts linked to these organisations. Dependent on the actual topics to be handled in meetings such experts will therefore be involved. ENEA expects to use 1 subcontracted expert per meeting. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 National experts # Implementation of the EPBD requests the expertise of multiple MTIC expects to use subcontracted experts for actors and agencies. Sometimes the main expertise in a particular plenary meetings, but the expert will depend on field is outside the beneficiary and the full impact of the CA is only WP 20 MTIC the selected topics. It is expected that this will 13.720 € achieved through the involvement of these experts. This will ensure 3&4 be approximately one per meeting. that they can give the right input of experience for other countries to learn and also take the experience from the meeting home and ensure the impact on the national development of such policies. National experts # Implementation of the EPBD requests the expertise of multiple Some elements of the implementation of the actors and agencies. Sometimes the main expertise in a particular EPBD falls under different organisations field is outside the beneficiary and the full impact of the CA is only including: achieved through the involvement of these experts. This will ensure the Ministry of Transport and Construction of that they can give the right input of experience for other countries the SR (MDV SR) and the Slovak Innovation WP to learn and also take the experience from the meeting home and 26 TSUS and Energy Agency (SIEA). 24.032 € ensure the impact on the national development of such policies. 3&4 The impact of the Slovakian participation will therefore request participation from experts linked to these organisations. Dependent on the actual topics to be handled in meetings such experts will therefore be involved. TSUS expects to use 2 subcontracted experts per National experts are responsible for active participation in plenary meetings, including presentations, group dicussions, answering # Comment National Experts questionnaires, bringing in information on national implementation, experiences and active use of the results and lessons learned from plenaries and in-depth workshops. See also work package 3 task 3.1, 3.2, 3.3 & work package 4 task Total estimated costs 1.139.672 € If subcontracting for the entire project goes beyond 30% of the total eligible costs, give Not the case here - approximately 23% specific reasons. ¢ Other direct costs Please complete the table below for each participant. If required add further tables at the end of this work sheet (one per participant). Please ensure that the information provided is sufficient to assess the relevance of the costs in relation to the activities proposed. For major cost items add lines below, in order to provide a detailed breakdown within one cost category. For major items listed in the justification column, indicate the work package / task to which they belong. For equipment and infrastructure, please explain if the cost represents the full cost or the depreciation. 01 / DEA Cost (€) Justification Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Experts participation in meetings: 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshop (2*1*1000 € = 2,000 €) Coordination participation in meetings Coordinator, assistant, legal in plenary meetings (3*7*1000 € = 21,000 €) Coordinator and assistant in in-depth workshop (2*1*1000 € = 2,000 €) Coordinator and assistant in MTM (2*9*900 € = 16,200 €) Communications participation in meetings Travel & subsistence 174.800 € Communication manager in plenary meetings (1*7*1000 € = 7,000 €) Communication manager in in-depth workshops (1*1*1000 € = 1,000 €) Communication manager in MTM (1*9*900 € = 8,100 €) Other travel costs handled by coordination 6 external experts at each plenary meeting (42*900 € = 37,800 €) 4 external experts in-depth workshop and 2 per stakeholder meeting (8*900 € = 7,200 €) Participation in other CA plenaries, EED and RES (20*1,000 € = 20,000 €) Participation in other CA Management team meetings etc., EED and RES (10*900 € = 9,000 €) Other travel costs requested by DG ENER, Coordinators meeting, stakeholder’s events (25*900 € = 22,500 €) Equipment (incl. infrastructure) Venue costs handled by coordination: 7 Plenary meetings (7*35,000 € = 245,000 €) In-depth workshops physical (1*25,000 € = 25,000 €) Virtual meeting support incl. In-depth workshop (15,000 €) 9 Management team meetings (9*3000 € = 27,000 €) 2 Stakeholder meetings (2*7,500 € = 15,000 €) Purchases, licenses for programs and other costs for communication issues: • Website hosting (2,500 €) • Website Security external service (3,000 €) 174,8 376.461 € • Project Centre subscription (6,000 €) • Hosting of database (3,500 €) • Extendable plug-ins for database (1,500 €) • Virtual meeting tool (12,000 €) • Mailing tool (1,800 €) • Other licenses, incl. survey and poll everywhere (2,700 €) Other: Audit certificate (5,000 €) External language review of reports (9,000 €) Other meeting costs, badges, voting tools, signs etc. (2,461 €) Financial support to third parties Land purchase Total 551.261 € Associated with document Ref. Ares(2022)8025859 - 21/11/2022 02 / OIB Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. Infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 03 / CSTC Cost (€) Justification Experts participation in meetings: 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 3 national experts at 1 in-depth workshops (3*1*1000 € = 3,000 €) Travel & subsistence 48.100 € Central Team participation in meetings: CTM & CTA at 7 plenary meetings (2*7*1000 € = 14,000 €) CTM & CTA at 1 in-depth workshops (2*1*1000 € = 2,000 €) CTM at 9 Management Team Meetings (1*9*900 € = 8,100 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 48.100 € 04 / SEDA Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 05 / MECI Cost (€) Justification Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 06 / MIT Cost (€) Justification Experts participation in meetings: 2 national experts at 7 plenary meetings (2*7*1000 € = 14,000 €) Travel & subsistence 16.000 € 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) One additional expert is subcontracted Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 16.000 € 07 / BAFA Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 08 / MEC Cost (€) Justification Experts participation in meetings: 1 national experts at 7 plenary meetings (1*7*1000 € = 7,000 €) Travel & subsistence 8.000 € 1 national experts at 1 in-depth workshops (1*1*1000 € = 1,000 €) 2 additional experts are subcontracted Equipment (incl. infrastructure) Other goods, works and services Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Financial support to third parties Land purchase Total 8.000 € 09 / CRES Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 10 / IDAE Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 11 / MOTIVA Cost (€) Justification Experts participation in meetings: 1 national expert at 7 plenary meetings (1*7*1600 € = 11,200 €) 1 national expert at 1 in-depth workshops (1*1*1600 € = 1,600 €) 2 additional experts are subcontracted Travel & subsistence 51.900 € Central Team participation in meetings: CTM & CTA at 7 plenary meetings (2*7*1600 € = 22,400 €) CTM & CTA at 1 in-depth workshops (2*1*1600 € = 3,200 €) CTM at 9 Management Team Meetings (1*9*1500 € = 13,500 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Land purchase Total 51.900 € 12 / MTE Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 13 / MPGI Cost (€) Justification Experts participation in meetings: 2 national experts at 7 plenary meetings (2*7*1000 € = 14,000 €) Travel & subsistence 16.000 € 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) 1 additional expert is subcontracted Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 16.000 € 14 / EMI Cost (€) Justification Experts participation in meetings: 2 national experts at 7 plenary meetings (2*7*1000 € = 14,000 €) Travel & subsistence 15.000 € 1 national experts at 1 in-depth workshops (1*1*1000 € = 1,000 €) One additional expert is subcontracted Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 15.000 € 15 / SEAI Cost (€) Justification Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Experts participation in meetings: 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Travel & subsistence 47.100 € Central Team participation in meetings: CTM & CTA at 7 plenary meetings (2*7*1000 € = 14,000 €) CTM & CTA at 1 in-depth workshops (2*1*1000 € = 2,000 €) CTM at 9 Management Team Meetings (1*9*900 € = 8,100 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 47.100 € 16 / ENEA Cost (€) Justification Experts participation in meetings: 2 national experts at 7 plenary meetings (2*7*1000 € = 14,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) One additional expert is subcontracted Travel & subsistence 40.100 € Central Team participation in meetings: CTM & CTA at 7 plenary meetings (2*7*1000 € = 14,000 €) CTM & CTA at 1 in-depth workshops (2*1*1000 € = 2,000 €) CTM at 9 Management Team Meetings (1*9*900 € = 8,100 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 40.100 € 17 / LRAM Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € Associated with document Ref. Ares(2022)8025859 - 21/11/2022 18 / MEAT Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 19 / EM Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 20 / MTIC Cost (€) Justification Experts participation in meetings: 2 national experts at 7 plenary meetings (2*7*1000 € = 14,000 €) Travel & subsistence 16.000 € 2 national experts at 1 in-depth workshops (1*2*1000 € = 2,000 €) One additional expert is subcontracted Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 16.000 € 21 / RVO Cost (€) Justification Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Experts participation in meetings: 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Travel & subsistence 31.800 € Creative sessions / moderator: Creative Moderator at 7 plenary meetings (1*7*1000 € = 7,000 €) Creative workshop at 2 Management Team Meetings (1*2*900 € = 1,800 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 31.800 € 22 / ITB Cost (€) Justification Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 23 / ADENE Cost (€) Justification Experts participation in meetings: 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Travel & subsistence 47.100 € Central Team participation in meetings: CTM & CTA at 7 plenary meetings (2*7*1000 € = 14,000 €) CTM & CTA at 1 in-depth workshops (2*1*1000 € = 2,000 €) CTM at 9 Management Team Meetings (1*9*900 € = 8,100 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 47.100 € 24 / MLPDA Cost (€) Justification Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Experts participation in meetings: Travel & subsistence 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 23.000 € 25 / BOVERKET Cost (€) Justification Experts participation in meetings: Travel & subsistence 29.900 € 3 national experts at 7 plenary meetings (3*7*1300 € = 27,300 €) 2 national experts at 1 in-depth workshops (2*1*1300 € = 2,600 €) Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 29.900 € 26 / TSUS Cost (€) Justification Experts participation in meetings: 1 national experts at 7 plenary meetings (1*7*1000 € = 7,000 €) Travel & subsistence 8.000 € 1 national experts at 1 in-depth workshops (1*1*1000 € = 1,000 €) 2 additional experts are subcontracted Equipment (incl. infrastructure) Other goods, works and services Financial support to third parties Land purchase Total 8.000 € 27. MZI Cost (€) Justification Experts participation in meetings: 27 / MZI 23.000 € 3 national experts at 7 plenary meetings (3*7*1000 € = 21,000 €) 2 national experts at 1 in-depth workshops (2*1*1000 € = 2,000 €) 27 / MZI Other goods, works and services Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Financial support to third parties Land purchase Total 23.000 € All Partners Total Cost (€) Justification Travel & subsistence 848.800 € Equipment (incl. infrastructure) Other goods, works and services 376.461 € Financial support to third parties Land purchase Total 1.225.261 € Proposal Info Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Proposal ID Call for Proposal Topic Type of Action SEP-210861689 LIFE-CET-2021-CAEPBD6- LIFE-CET-2021-CAEPBD6- LIFE-PJG IBA IBA LIFE Programme – Application Forms (Part C – KPI) Horizontal KPIs for all LIFE applicants (Mandatory to report on all the KPIs of this section). Innovation Governance Plans & strategies 1 1 1 Is your project proposal developing, Is your project proposal improving Is you project proposal implementing demonstrating and promoting governance through enhancing key plans or strategies? innovative techniques and capacities of public and private actors approaches? and the involvement of civil society? Yes No Yes Yes No No Catalytic effect - Financial Catalytic effect - Spatial Catalytic effect - Thematic Will your project trigger additional Will the results of your project be Will the results of your project be investments? replicated beyond its intended replicated (transferred) beyond its geographical scope? intended thematic scope? Yes No Yes Yes No No Catalytic effect - Societal Rio markers for climate, biodiversity and air quality Will your project : Please indicate if your proposal: a) Contribute to the development of new or existing national • Has climate change/ biodiversity/ air quality as their legislation, policies, regulations, incentives and voluntary primary objective commitments? • Has climate change/ biodiversity/ air quality as their b) Achieve a step-change in more effective compliance with secondary objective and provide substantial contributions to and enforcement of Union environmental and climate these objectives legislation and/or in policy implementation? • Does not contribute significantly to climate change/ c) Achieve a step-change in awareness and support of biodiversity/ air quality environmental and climate matters? Climate change d) Establish a new macroregional or national model of cooperation (networking)? Primary Objective Yes Biodiversity No Not contributing Air quality Secondary Objective Clean Energy Transition – Specific KPIs (Please report on KPIs you consider relevant). Primary Energy Savings Please enter the Primary Energy Savings in GWh/year triggered by the project Submitted 18-11-2022 10:16:31 LIFECETKPI v3 Page 1 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Project-End Value 5 years beyond Project-End Value Unit 0 0 GWh/year Final Energy Savings Please enter the Final Energy Savings in GWh/year triggered by the project Project-End Value 5 years beyond Project-End Value Unit 0 0 GWh/year Renewable Energy generation Please enter the Renewable Energy generation in GWh/year triggered by the project Project-End Value 5 years beyond Project-End Value Unit 0 0 GWh/year GHG emissions Please enter the reduction of greenhouse gas emissions in tons of CO2 equivalent per year (tCO2eq/year) triggered by the project Project-End Value 5 years beyond Project-End Value Unit 0 0 tCO2eq/year Investments in sustainable energy Please enter the amount of cumulative invstments in sustainable energy triggered by the project Project-End Value 5 years beyond Project-End Value Unit 0 0 mEUR Legislation And policy Please enter the number of legislation, policies or strategies created/adapted [to include sustainable energy issues] at any governance levels due to the project Project-End Value 5 years beyond Project-End Value Unit 0 0 Number of documents Innovation Uptake 1 Please enter the number of products (goods or services), processes and methods launched into the market by the project Project-End Value 5 years beyond Project-End Value Unit 0 0 Number of products / processes / methods Innovation Uptake 2 Please enter the number of real life implementation sites carried out by the project Project-End Value 5 years beyond Project-End Value Unit 0 0 Number of real life implementation sites Skills Please enter the number of market stakeholders trained with increased skills and competencies on energy issues due to the project Project-End Value 5 years beyond Project-End Value Unit 0 0 Number of people trained Submitted 18-11-2022 10:16:31 LIFECETKPI v3 Page 2 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Communication Please enter the number of stakeholders reached through media and events during the project Project-End Value 5 years beyond Project-End Value Unit 10,000 12,000 Number of people Employment Please enter the number of jobs created in FTE Project-End Value 5 years beyond Project-End Value Unit 0 0 FTE Submitted 18-11-2022 10:16:31 LIFECETKPI v3 Page 3 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 ANNEX 2 ESTIMATED BUDGET FOR THE ACTION Estimated eligible1 costs (per budget category) Estimated EU contribution2 Direct costs Indirect costs EU contribution to eligible costs Maximum B. Total costs Maximum EU Requested EU grant amount6 A. Personnel costs Subcontracting C. Purchase costs D. Other cost categories E. Indirect costs 3 Funding rate %4 contribution5 contribution costs A.1 Employees A.4 SME owners A.5 Volunteers B. Subcontracting C.1 Travel and C.2 Equipment C.3 Other goods, D.1 Financial D.2 Land E. Indirect costs (or equivalent) and natural person subsistence works and support to third purchase beneficiaries services parties A.2 Natural persons under direct contract A.3 Seconded persons Forms of funding Actual costs Unit costs7 Unit costs7 Actual costs Actual costs Actual costs Actual costs Actual costs Actual costs Flat-rate costs8 e = flat-rate * (a1 f=a+b+ a1 a3 a4 b c1 c2 c3 d1a d2 + a3 + b + c1 + U g = f * U% h m c+d+e c2 + c3 + d1a) 1 - DEA 1 413 864.00 0.00 0.00 275 140.00 174 800.00 0.00 376 461.00 0.00 0.00 156 818.55 2 397 083.55 95 2 277 229.37 2 277 229.00 2 277 229.00 2 - OIB 52 360.00 0.00 0.00 229 300.00 23 000.00 0.00 0.00 0.00 0.00 21 326.20 325 986.20 95 309 686.89 309 686.00 309 686.00 3 - CSTC 188 940.00 0.00 0.00 0.00 48 100.00 0.00 0.00 0.00 0.00 16 592.80 253 632.80 95 240 951.16 240 951.00 240 951.00 4 - SEDA 13 179.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 2 532.53 38 711.53 95 36 775.95 36 775.00 36 775.00 5 - MECI 16 248.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 2 747.36 41 995.36 95 39 895.59 39 895.00 39 895.00 6 - MIT 8 960.00 0.00 0.00 11 200.00 16 000.00 0.00 0.00 0.00 0.00 2 531.20 38 691.20 95 36 756.64 36 756.00 36 756.00 7 - BAFA 36 960.00 0.00 0.00 315 940.00 23 000.00 0.00 0.00 0.00 0.00 26 313.00 402 213.00 95 382 102.35 382 102.00 382 102.00 8 - MEC 6 572.00 0.00 0.00 164 700.00 8 000.00 0.00 0.00 0.00 0.00 12 549.04 191 821.04 95 182 229.99 182 229.00 182 229.00 9 - CRES 11 288.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 2 400.16 36 688.16 95 34 853.75 34 853.00 34 853.00 10 - IDAE 23 416.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 3 249.12 49 665.12 95 47 181.86 47 181.00 47 181.00 11 - MOTIVA 148 032.00 0.00 0.00 70 000.00 51 900.00 0.00 0.00 0.00 0.00 18 895.24 288 827.24 95 274 385.88 274 385.00 274 385.00 12 - MTE 28 112.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 3 577.84 54 689.84 95 51 955.35 51 955.00 51 955.00 13 - MPGI 9 504.00 0.00 0.00 10 528.00 16 000.00 0.00 0.00 0.00 0.00 2 522.24 38 554.24 95 36 626.53 36 626.00 36 626.00 14 - EMI 9 794.00 0.00 0.00 12 400.00 15 000.00 0.00 0.00 0.00 0.00 2 603.58 39 797.58 95 37 807.70 37 807.00 37 807.00 15 - SEAI 163 552.00 0.00 0.00 0.00 47 100.00 0.00 0.00 0.00 0.00 14 745.64 225 397.64 95 214 127.76 214 127.00 214 127.00 16 - ENEA 86 848.00 0.00 0.00 12 712.00 40 100.00 0.00 0.00 0.00 0.00 9 776.20 149 436.20 95 141 964.39 141 964.00 141 964.00 17 - LRAM 12 320.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 2 472.40 37 792.40 95 35 902.78 35 902.00 35 902.00 18 - MEAT 20 328.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 3 032.96 46 360.96 95 44 042.91 44 042.00 44 042.00 19 - EM 13 160.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 2 531.20 38 691.20 95 36 756.64 36 756.00 36 756.00 20 - MTIC 18 025.00 0.00 0.00 13 720.00 16 000.00 0.00 0.00 0.00 0.00 3 342.15 51 087.15 95 48 532.79 48 532.00 48 532.00 21 - RVO 74 520.00 0.00 0.00 0.00 31 800.00 0.00 0.00 0.00 0.00 7 442.40 113 762.40 95 108 074.28 108 074.00 108 074.00 22 - ITB 19 592.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 2 981.44 45 573.44 95 43 294.77 43 294.00 43 294.00 23 - ADENE 117 992.00 0.00 0.00 0.00 47 100.00 0.00 0.00 0.00 0.00 11 556.44 176 648.44 95 167 816.02 167 816.00 167 816.00 24 - MLPDA 0.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 1 610.00 24 610.00 95 23 379.50 23 379.00 23 379.00 25 - BOVERKET 32 604.00 0.00 0.00 0.00 29 900.00 0.00 0.00 0.00 0.00 4 375.28 66 879.28 95 63 535.32 63 535.00 63 535.00 26 - TSUS 5 568.00 0.00 0.00 24 032.00 8 000.00 0.00 0.00 0.00 0.00 2 632.00 40 232.00 95 38 220.40 38 220.00 38 220.00 27 - MZI 22 184.00 0.00 0.00 0.00 23 000.00 0.00 0.00 0.00 0.00 3 162.88 48 346.88 95 45 929.54 45 929.00 45 929.00 28 - NVE Σ consortium 2 553 922.00 0.00 0.00 1 139 672.00 848 800.00 0.00 376 461.00 0.00 0.00 344 319.85 5 263 174.85 5 000 016.11 5 000 000.00 5 000 000.00 Page 1 of 2 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA LIFE Ref. Associated with document MGAAres(2022)8025859 — Multi & Mono:-v1.0 21/11/2022 1 See Article 6 for the eligibility conditions. All amounts must be expressed in EUR (see Article 21 for the conversion rules). 2 The consortium remains free to decide on a different internal distribution of the EU funding (via the consortium agreement; see Article 7). 3 Indirect costs already covered by an operating grant (received under any EU funding programme) are ineligible (see Article 6.3). Therefore, a beneficiary/affiliated entity that receives an operating grant during the action duration cannot declare indirect costs for the year(s)/reporting period(s) covered by the operating grant, unless they can demonstrate that the operating grant does not cover any costs of the action. This requires specific accounting tools. Please immediately contact us via the EU Funding & Tenders Portal for details. 4 See Data Sheet for the funding rate(s). 5 This is the theoretical amount of the EU contribution to costs, if the reimbursement rate is applied to all the budgeted costs. This theoretical amount is then capped by the 'maximum grant amount'. 6 The 'maximum grant amount' is the maximum grant amount decided by the EU. It normally corresponds to the requested grant, but may be lower. 7 See Annex 2a 'Additional information on the estimated budget' for the details (units, cost per unit). 8 See Data Sheet for the flat-rate. Page 2 of 2 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 2a ADDITIONAL INFORMATION ON UNIT COSTS AND CONTRIBUTIONS SME owners/natural person beneficiaries without salary (Decision C(2020) 71151) Type: unit costs Units: days spent working on the action (rounded up or down to the nearest half-day) Amount per unit (daily rate): calculated according to the following formula: {EUR 5 080 / 18 days = 282,22} multiplied by {country-specific correction coefficient of the country where the beneficiary is established} The country-specific correction coefficients used are those set out in the Horizon Europe Work Programme (section Marie Skłodowska-Curie actions) in force at the time of the call (see Portal Reference Documents). Volunteers (Decision C(2019)26462) Type: unit costs Units: days spent working on the action (rounded up or down to the nearest half-day) Amount per unit (daily rate): Country Daily rate in € Denmark, Ireland, Luxembourg, Netherlands, Austria, Sweden, 157 Liechtenstein, Norway Belgium, Germany, France, Italy, Finland, United Kingdom, Iceland 131 Czech Republic, Greece, Spain, Cyprus, Malta, Portugal, Slovenia 78 Bulgaria, Estonia, Croatia, Latvia, Lithuania, Hungary, Poland, 47 Romania, Slovakia Australia, Canada, Hong King, Israel, Japan, Kuwait, Macao, New 92 Zealand, Qatar, United Arab Emirates, United States of America, Switzerland. Albania, Angola, Antigua and Barbuda, Argentina, Barbados, Bosnia 45 and Herzegovina, Brazil, Chile, Colombia, Comoros, Cook Islands, Dominica, Gabon, Grenada, Ivory Coast, Former Yugoslav Republic of Macedonia, Kosovo, Lebanon, Libya, Mexico, Montenegro, Nigeria, Peru, Saint Kitts And Nevis, Saint Lucia, Saint Vincent And the Grenadines, Sao Tome and Principe, Serbia, Seychelles, Thailand, Turkey, Ukraine, Uruguay, Venezuela, Zambia, Zimbabwe Afghanistan, Azerbaijan, Bahamas, Bolivia, Burkina Faso, Cameroon, 32 China, Congo, Costa Rica, Djibouti, Dominican Republic, Ecuador, El 1 Commission Decision of 20 October 2020 authorising the use of unit costs for the personnel costs of the owners of small and medium- sized enterprises and beneficiaries that are natural persons not receiving a salary for the work carried out by themselves under an action or work programme (C(2020)7715). 2 Commission Decision of 10 April 2019 authorising the use of unit costs for declaring personnel costs for the work carried out by volunteers under an action or a work programme (C(2019)2646). 1 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 Salvador, Georgia, Guatemala, Guinea-Bissau, Haiti, Iran, Iraq, Jamaica, Jordan, Kazakhstan, Kenya, Micronesia, Morocco, Mozambique, Namibia, Palestine, Panama, Papua New Guinea, Paraguay, Senegal, South Africa, Surinam, Swaziland, Russia, Trinidad and Tobago, Vanuatu Algeria, Armenia, Bangladesh, Belarus, Belize, Benin, Bhutan, 17 Botswana, Myanmar, Burundi, Cambodia, Cape Verde, Central African Republic, Chad, Congo – Democratic Republic of the-, Cuba, Korea (DPR), Egypt, Eritrea, Ethiopia, Equatorial Guinea, Fiji Island, Gambia, Ghana, Guinea, Guyana, Honduras, India, Indonesia, Kiribati, Kyrgyzstan, Laos, Lesotho, Liberia, Madagascar, Malawi, Malaysia, Maldives, Mali, Marshall Islands, Mauritania, Mauritius, Moldova, Mongolia, Nauru, Nepal, Nicaragua, Niger, Niue, Pakistan, Palau, Philippines, Rwanda, Samoa, Sierra Leone, Solomon, Somalia, South Sudan, Sri Lanka, Sudan, Syria, Tajikistan, Tanzania, Timor-Leste – Democratic Republic of, Togo, Tonga, Tunisia, Turkmenistan, Tuvalu, Uganda, Uzbekistan, Vietnam, Yemen 2 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES OSTERREICHISCHES INSTITUT FUR BAUTECHNIK (OIB), PIC 933310333, established in SCHENKENSTRASSE 4, WIEN 1010, Austria, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-933310333_75_210--] 1 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES CENTRE SCIENTIFIQUE ET TECHNIQUE DE LA CONSTRUCTION (CSTC), PIC 999432129, established in Rue du Lombard 42, BRUXELLES 1000, Belgium, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-999432129_75_210--] 2 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES SUSTAINABLE ENERGY DEVELOPMENT AGENCY (SEDA), PIC 939008695, established in 37 EKZARH JOSSIF STR., SOFIA 1000, Bulgaria, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-939008695_75_210--] 3 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTRY OF ENERGY, COMMERCE AND INDUSTRY (MECI), PIC 938650086, established in 6, Andreas Araouzos str., Nicosia 1076, Cyprus, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-938650086_75_210--] 4 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTRY OF INDUSTRY AND TRADE (MIT), PIC 999810332, established in Na Frantisku, 32, PRAHA 11015, Czechia, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-999810332_75_210--] 5 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES BUNDESAMT FUR WIRTSCHAFT UND AUSFUHRKONTROLLE (BAFA), PIC 909836430, established in FRANKFURTERSTRASSE 29-35, ESCHBORN 65760, Germany, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-909836430_75_210--] 6 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MAJANDUS JA KOMMUNIKATSIOONIMINISTEERIUM (MEC), PIC 963638450, established in SUUR-AMEERIKA 1, TALLINN 10122, Estonia, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-963638450_75_210--] 7 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES CENTRE FOR RENEWABLE ENERGY SOURCES AND SAVING FONDATION (CRES), PIC 999646014, established in MARATHONOS 19TH KM, PIKERMI 19009, Greece, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-999646014_75_210--] 8 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES INSTITUTO PARA LA DIVERSIFICACION Y AHORRO DE LA ENERGIA (IDAE), PIC 994622093, established in CALLE MADERA 8, MADRID 28004, Spain, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-994622093_75_210--] 9 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MOTIVA OY (MOTIVA), PIC 950479042, established in POHJOINEN RAUTATIEKATU 25, HELSINKI 00100, Finland, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-950479042_75_210--] 10 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTERE DE LA TRANSITION ECOLOGIQUE (MTE), PIC 996384874, established in Grande Arche - Tour Sequoia, Paris - La Défense 92055, France, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-996384874_75_210--] 11 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTARSTVO PROSTORNOGA UREDENJA, GRADITELJSTVA I DRZAVNE IMOVINE (MPGI), PIC 953590123, established in REPUBLIKE AUSTRIJE 20, ZAGREB 10000, Croatia, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-953590123_75_210--] 12 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES EMI EPITESUGYI MINOSEGELLENORZO INNOVACIOS NONPROFIT KFT (EMI), PIC 998707636, established in DOZSA GYORGY ST 26, SZENTENDRE 2000, Hungary, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-998707636_75_210--] 13 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES THE SUSTAINABLE ENERGY AUTHORITY OF IRELAND (SEAI), PIC 997611148, established in WILTON PLACE WILTON PARK HOUSE, DUBLIN 2, Ireland, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-997611148_75_210--] 14 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES AGENZIA NAZIONALE PER LE NUOVE TECNOLOGIE, L'ENERGIA E LO SVILUPPO ECONOMICO SOSTENIBILE (ENEA), PIC 999988521, established in LUNGOTEVERE GRANDE AMMIRAGLIO THAON DI REVEL 76, ROMA 00196, Italy, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-999988521_75_210--] 15 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES LIETUVOS RESPUBLIKOS APLINKOS MINISTERIJA (LRAM), PIC 950938240, established in A. JAKSTO 4/9, VILNIUS LT-01105, Lithuania, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-950938240_75_210--] 16 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTERE DE L'ENERGIE ET DE L'AMENAGEMENT DU TERRITOIRE (MEAT), PIC 898634676, established in 4 PLACE DE L'EUROPE, LUXEMBOURG 1499, Luxembourg, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-898634676_75_210--] 17 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES EKONOMIKAS MINISTRIJA (EM), PIC 928511355, established in BRIVIBAS IELA 55, RIGA LV 1519, Latvia, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-928511355_75_210--] 18 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTRY FOR TRANSPORT, INFRASTRUCTURE AND CAPITAL PROJECTS (MTIC), PIC 950554023, established in TRIQ FRANCESCO BUONAMICI, Floriana FRN 1700, Malta, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-950554023_75_210--] 19 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTERIE VAN ECONOMISCHE ZAKEN EN KLIMAAT (RVO), PIC 972778178, established in BEZUIDENHOUTSEWEG 73, The Hague 2595 AC, Netherlands, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-972778178_75_210--] 20 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES INSTYTUT TECHNIKI BUDOWLANEJ (ITB), PIC 955708409, established in UL FILTROWA 1, WARSAW 00 611, Poland, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-955708409_75_210--] 21 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES ADENE - AGENCIA PARA A ENERGIA (ADENE), PIC 950873638, established in AVENIDA 5 DE OUTUBRO 208, LISBOA 1050 065, Portugal, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-950873638_75_210--] 22 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTERUL DEZVOLTARII, LUCRARILOR PUBLICE SI ADMINISTRATIEI (MLPDA), PIC 950502225, established in BDL LIBERTATII 16 BL LATURA NORD, BUCURESTI 010873, Romania, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-950502225_75_210--] 23 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES BOVERKET (BOVERKET), PIC 933308587, established in DROTTNINGGATAN 18, KARLSKRONA 37123, Sweden, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-933308587_75_210--] 24 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES TECHNICKY A SKUSOBNY USTAV STAVEBNY n.o. (TSUS), PIC 957873934, established in STUDENA 3, BRATISLAVA 821 04, Slovakia, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-957873934_75_210--] 25 Grant Agreement number: 101102078 — LIFE21-CET-CA-CAEPBD6 — LIFE-CET-2021-CAEPBD6-IBA Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 3 ACCESSION FORM FOR BENEFICIARIES MINISTRSTVO ZA INFRASTRUKTURO (MZI), PIC 952242696, established in LANGUSOVA ULICA 4, LJUBLJANA 1000, Slovenia, hereby agrees to become beneficiary in Agreement No 101102078 — LIFE21-CET-CA-CAEPBD6 (‘the Agreement’) between ENERGISTYRELSEN (DEA) and the European Climate, Infrastructure and Environment Executive Agency (CINEA) (‘EU executive agency’ or ‘granting authority’), under the powers delegated by the European Commission (‘European Commission’), and mandates the coordinator to submit and sign in its name and on its behalf any amendments to the Agreement, in accordance with Article 39. By signing this accession form, the beneficiary accepts the grant and agrees to implement it in accordance with the Agreement, with all the obligations and terms and conditions it sets out. SIGNATURE For the beneficiary [--TGSMark#signature-952242696_75_210--] 26 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 4 LIFE MGA — MULTI + MONO FINANCIAL STATEMENT FOR [PARTICIPANT NAME] FOR REPORTING PERIOD [NUMBER] 1 2 Eligible costs (per budget category) EU contribution Revenues Direct costs Indirect costs EU contribution to eligible costs Total requested EU Income generated by the Total costs Requested EU contribution action A. Personnel costs B. Subcontracting costs C. Purchase costs D. Other cost categories 2 3 4 E. Indirect costs Funding rate % Maximum EU contribution contribution A.4 SME owners and C.3 Other goods, works and D.X Financial support to third A.1 Employees (or equivalent) natural person A.5 Volunteers B. Subcontracting C.1 Travel and subsistence C.2 Equipment D.2 Land purchase E. Indirect costs services parties beneficiaries A.2 Natural persons under direct contract A.3 Seconded persons Forms of funding Actual costs 5 5 Actual costs Actual costs Actual costs Actual costs Actual costs Actual costs 6 Unit costs Unit costs Flat-rate costs e= f= a1 a3 a4 b c1 c2 c3 d1a d2 flat-rate * (a1 + a3 + b + c1 + c2 U g = f*U% h m (i) n a+b+c+d+e + c3 + d1a) XX – [short name beneficiary/affiliated entity] The beneficiary/affiliated entity hereby confirms that: The information provided is complete, reliable and true. The costs and contributions declared are eligible (see Article 6). The costs and contributions can be substantiated by adequate records and supporting documentation that will be produced upon request or in the context of checks, reviews, audits and investigations (see Articles 19, 20 and 25). For the last reporting period: that all the revenues have been declared (see Article 22). i Please declare all eligible costs and contributions, even if they exceed the amounts indicated in the estimated budget (see Annex 2). Only amounts that were declared in your individual financial statements can be taken into account lateron, in order to replace costs/contributions that are found to be ineligible. 1 See Article 6 for the eligibility conditions. All amounts must be expressed in EUR (see Article 21 for the conversion rules). 2 If you have also received an EU operating grant during this reporting period, you cannot claim indirect costs - unless you can demonstrate that the operating grant does not cover any costs of the action. This requires specific accounting tools. Please contact us immediately via the Funding & Tenders Portal for details. 3 See Data Sheet for the reimbursement rate(s). 4 This is the theoretical amount of EU contribution to costs that the system calculates automatically (by multiplying the reimbursement rates by the costs declared). The amount you request (in the column 'requested EU contribution') may be less. 5 See Annex 2a 'Additional information on the estimated budget' for the details (units, cost per unit). 6 See Data Sheet for the flat-rate. Associated with document Ref. Ares(2022)8025859 - 21/11/2022 ANNEX 5 SPECIFIC RULES INTELLECTUAL PROPERTY RIGHTS (IPR) — BACKGROUND AND RESULTS — ACCESS RIGHTS AND RIGHTS OF USE (— ARTICLE 16) Rights of use of the granting authority on results for information, communication, dissemination and publicity purposes The granting authority also has the right to exploit non-sensitive results of the action for information, communication, dissemination and publicity purposes, using any of the following modes: - use for its own purposes (in particular, making them available to persons working for the granting authority or any other EU service (including institutions, bodies, offices, agencies, etc.) or EU Member State institution or body; copying or reproducing them in whole or in part, in unlimited numbers; and communication through press information services) - distribution to the public in hard copies, in electronic or digital format, on the internet including social networks, as a downloadable or non-downloadable file - editing or redrafting (including shortening, summarising, changing, correcting, cutting, inserting elements (e.g. meta-data, legends or other graphic, visual, audio or text elements extracting parts (e.g. audio or video files), dividing into parts or use in a compilation - translation (including inserting subtitles/dubbing) in all official languages of EU - storage in paper, electronic or other form - archiving in line with applicable document-management rules - the right to authorise third parties to act on its behalf or sub-license to third parties, including if there is licensed background, any of the rights or modes of exploitation set out in this provision - processing, analysing, aggregating the results and producing derivative works - disseminating the results in widely accessible databases or indexes (such as through ‘open access’ or ‘open data’ portals or similar repositories, whether free of charge or not. The beneficiaries must ensure these rights of use for the whole duration they are protected by industrial or intellectual property rights. If results are subject to moral rights or third party rights (including intellectual property rights or rights of natural persons on their image and voice), the beneficiaries must ensure that they 1 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 comply with their obligations under this Agreement (in particular, by obtaining the necessary licences and authorisations from the rights holders concerned). COMMUNICATION, DISSEMINATION AND VISIBILITY (— ARTICLE 17) Communication and dissemination plan The beneficiaries must provide a detailed communication and dissemination plan, setting out the objectives, key messaging, target audiences, communication channels, social media plan, planned budget and relevant indicators for monitoring and evaluation. Additional communication and dissemination activities The beneficiaries must engage in the following additional communication and dissemination activities: - present the project (including project summary, coordinator contact details, list of participants, European flag and funding statement and special logo and project results) on the beneficiaries’ websites or social media accounts - for actions involving equipment, infrastructure or works, display as soon as the work on the action starts a printed or electronic sign of appropriate size, with European flag and funding statement and special logo - upload the public project results to the LIFE Project Results platform, available through the Funding & Tenders Portal . Special logos Communication activities and infrastructure, equipment or major results funded by the grant must moreover display the following logo: - the LIFE Programme logo and - for projects in Natura 2000 sites or contributing to the integrity of Natura 2020 network: the Natura 2000 logo 2 Associated with document Ref. Ares(2022)8025859 - 21/11/2022 SPECIFIC RULES FOR CARRYING OUT THE ACTION (— ARTICLE 18) Durability Unless exempted by the granting authority, beneficiaries of Standard Action Projects, Strategic Nature Projects and Strategic Integrated Projects must commit to continue to use and maintain after the end of the action equipment bought and eligible at full costs, for activities pursuing the action’s objectives. Such equipment must be used for these purposes — for at least five years after the end of the action (see Data Sheet, Point 1) or until the end of its economic lifespan (i.e. until it has been fully depreciated) — whichever is earlier. Specific rules for blending operations When implementing blending operations, the beneficiaries acknowledge and accept that: - the grant depends on the approved financing from the Implementing Partner and/or public or private investors for the project - they must inform the granting authority both about the approval for financing and the financial close — within 15 days - the payment deadline for the first prefinancing is automatically suspended until the granting authority is informed about the approval for financing - both actions will be managed and monitored in parallel and in close coordination with the Implementing Partner, in particular: - all information, data and documents (including the due diligence by the Implementing Partner and the signed agreement) may be exchanged and may be relied on for the management of the other action (if needed) - issues in one action may impact the other (e.g. suspension or termination in one action may lead to suspension also of the other action; termination of the grant will normally suspend and exit from further financing and vice versa, etc.) - the granting authority may disclose confidential information also to the Implementing Partner. 3 Digitally sealed by the European Commission Date: 2022.11.21 12:31:00 CET This electronic receipt is a digitally signed version of the document submitted by your organisation. Both the content of the document and a set of metadata have been digitally sealed. This digital signature mechanism, using a public-private key pair mechanism, uniquely binds this eReceipt to the modules of the Funding & Tenders Portal of the European Commission, to the transaction for which it was generated and ensures its full integrity. Therefore a complete digitally signed trail of the transaction is available both for your organisation and for the issuer of the eReceipt. Any attempt to modify the content will lead to a break of the integrity of the electronic signature, which can be verified at any time by clicking on the eReceipt validation symbol. More info about eReceipts can be found in the FAQ page of the Funding & Tenders Portal. (https://ec.europa.eu/info/funding-tenders/opportunities/portal/screen/support/faq) Commission européenne/Europese Commissie, 1049 Bruxelles/Brussel, BELGIQUE/BELGIË - Tel. +32 22991111 KÄSKKIRI 08.05.2023 nr 38 Teadus- ja arendusteenuse "Energiatõhususe arvutuste ja hoonete olelusringi hindamise ning tsentraalse töögrupi juhtimine projektis Concerted Action EPBD 6" tellimine, vastutava isiku ja komisjoni nimetamine Riigihangete seaduse § 11 lõike 1 punkti 19 alusel ja kooskõlas ettevõtlus- ja infotehnoloogiaministri ning majandus- ja taristuministri 03.10.2017 käskkirjaga (registreeritud dokumendihaldussüsteemis 03.10.2017) nr 1.1-1/17-199 kinnitatud „Majandus- ja Kommunikatsiooniministeeriumi hankekorra“ §-ga 12: 1. Tellida teadus- ja arendusteenus (edaspidi teenus), mis seisneb Euroopa Liidu Kliima-, Infrastruktuuri- ja Keskkonnaagentuuri (CINEA) LIFE projekti „6th Concerted Action supporting Member States and participating countries in implementing the Energy Performance of Buildings Directive“ (edaspidi projekt) käigus teostatavas ELi riikides kasutatavate energiatõhususe arvutusmeetodite analüüsis ja uute arvutusmetoodikate väljaarendamises, mis peavad võimaldama arvutada objektiivsel viisil „Hoonete energiatõhususe direktiivi“ (edaspidi direktiiv) uustöötluses nõutud primaarenergia- ja taastuvenergiaindikaatoreid, mh nullheitega (süsinikuvabadele) hoonetele. Projekti kestus on 5 aastat ning tellitava teenuse osutamine toimub kogu projekti vältel. 2. Riigihangete seaduse § 11 lõige 1 punkt 19 lubab mitte rakendada nimetatud seaduses sätestatud korda kui tellitakse CPV koodiga 73000000-2 „Uurimis- ja arendusteenused ja seonduvad nõustamisteenused“ kaetud teadus- ja arendusteenust, välja arvatud juhul, kui sellest lepingust tuleneb kasu üksnes hankijale tema enda tegevuseks ja tellitud teenuste eest tasub täies ulatuses sama hankija. Käskkirjale on lisatud Haridus- ja Teadusministeeriumi kinnitus (kiri nr 10- 1.1/23/1082-2), mis tõendab, et tellitav teenus vastab arendus- ja teadustöö tunnustele ning RHS § 11 lõike 1 punktis 19 sätestatud teadus- ja arendusteenuse erandi kohaldamine on põhjendatud. Teenusega saadavat uut teadmist ja tulemusi kasutatakse Eesti avaliku sektori tegevuste kavandamiseks hoonete energiatõhususe valdkonnas ja hoonete energiatõhusust puudutava õigusloome arendamisel seoses hoonete energiatõhususe direktiivi uustöötluse (edaspidi direktiiv) ülevõtmisega. Teenusest saavad kasu ka kõik teised projektis osalevad liikmesriigid, seega on teenusest saadav kasu laiem kui üksnes hankija enda tegevuse läbiviimiseks. Teenuse tulemus on uudne ning ülekantav erinevatele asutustele. Teenuse tulemused tehakse vastavalt projekti toetuslepingus (Grant Agreement, Lisa 1) sätestatud tingimustel ja projektis osalejate nõusolekul kättesaadavaks CA EPBD koostöövõrgustiku kodulehel (https://epbd-ca.eu/). 2 3. Arvestades, et konkreetse osutatava teenuse sisuks on hoonete energiatõhususe arvutusmetoodika, mille järgi arvutatakse direktiivis nõutud primaarenergia- ja taastuvenergiaindikaatorid, nõuab osutatav teenus teaduspõhist lähenemist ning pädevust hoonete energiatõhususe alal. Punktis 1 nimetatud teenuse osutamine eeldab pikaajalist teadustöökogemust ning põhjalikke ja valdkonnakeskseid teadmisi hoonete energiatõhususe arvutusmetoodikatest, Euroopa Standardikomitee (European Committee for Standardization - CEN) standarditest, olelusringi arvutustest ning energiakandjate primaarenergia teguritest, samuti kaasatust akadeemilistesse ringkondadesse ning kogemuse omamist hoonete energiatõhususe alase poliitika rakendamisel. Teenuse osutamiseks vajaliku pädevuse nõuetele vastab vaid Tallinna Tehnikaülikool, kuna on ainus asutus Eestis, kus on hoonete energiatõhususe proffessuur ja kus teostatakse kõige kõrgemal tasemel teadustööd hoonete energiatõhususe (sh arvutuste ja standardite) ning sisekliima valdkonnas. 4. Kinnitan punktis 1 nimetatud teenuse tellimise alusdokumendid, milleks on töö tehniline kirjeldus ja lepingu projekt. 5. Nimetan punktis 1 nimetatud teenuse tellimise eest vastutavaks isikuks keskkonnasäästliku ehituse valdkonnajuhi Hannamary Seli. Teenuse tellimise eest vastutav isik korraldab selle tellimiseks vajalikud toimingud, sh kontrolli teostamise lepingu täitmise üle. 6. Moodustan komisjoni punktis 1 nimetatud teenuse tellimise korraldamiseks ja lepingu sõlmimiseks järgmises koosseisus: 6.1. komisjoni esimees: Hannamary Seli, keskkonnasäästliku ehituse valdkonnajuht. 6.2. komisjoni liikmed: Ivo Jaanisoo, ehituse asekantsler; Kaja Pae, ehituse- ja elamuosakonna juhataja. 7. Teadus- ja arendusteenust "Energiatõhususe arvutuste ja hoonete olelusringi hindamise tsentraalse töögrupi juhtimine projektis Concerted Action EPBD 6" rahastab Majandus- ja Kommunikatsiooniministeerium Euroopa Kliima-, Infrastruktuuri- ja Keskkonnaagentuur (CINEA) Life programmi kaudu ning selle maksumus koos käibemaksuga ei tohi ületada 140 500 eurot. (allkirjastatud digitaalselt) Ahti Kuningas kantsler

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