Document Sample
					DRAFT                                          (Final inputs to the template questionnaire
                                              be provided by Tuesday 2              of May)

Inputs must be sent to


Scope of the key issue “financing”
Financial incentive schemes
In many EU member states financial incentives exist to support the uptake of RES heating and cooling. The
possible incentives schemes are manifold, ranging from tax breaks to direct investment subsidies, from green
heat certificates to reduced loans.

Objective of this key issue
The objective of this key issue is to answer the question:
“how financial incentives schemes should be designed to best promote the uptake of RES heat?”

In order to collect and extract information (as homogeneous as possible) on the best and worst practices of
financing scheme (past and current), a draft questionnaire (see next pages) has been developed and is
presented thereafter.

Objective of the questionnaire
The objective of the questionnaire is to select case studies of financing schemes for RES-Heat and then
evaluate them against certain number of indicators.
The questionnaire is composed of 4 parts
   1. Identification of the financing scheme
   2. Description of the financing scheme
   3. Results of the scheme
   4. Monitoring and lessons learned

1 - Title of the financing scheme
This title is not necessarily the official legal title of the regulation but has to be clear enough to be understood, it can the
title used for the communication purposes.

2. Brief description of the financing scheme (7 lines max., less than 100 words)

3. Promoter (Main initiator, mention de initiator of the financing scheme and any relevant partners involved in the
financing scheme (with their mission)

4 - Type of actor
National governments, Regions, Municipalities, Energy agencies, RES (Renewable Energy Source s) developers and
consumers associations, Industries, including energy sector and energy service providers, Forest -based industries and
co-operatives, Financial institutions, Non-governmental associations, Others

Please make the distinction here between the authorities enacting the scheme, the authorities administering the scheme
(monitoring and compliance with the schemes) and the beneficiaries by the schemes (building/owners of building, forest
owners, end users, companies…)

5 - Financing scheme priorities
In which RES- applications the financing scheme is active?
Solar energy
Thermal collectors, Domestic hot water production, Large collective solar systems, Space heating, District heating, Air-
conditioning and industrial process heating
Combined Heat and Power Biomass Installations, Dwellings heated by biomass, Small scale wood applications
Geothermal energy
Geothermal heat pumps, Geothermal district heating
Geographical approach of the financing scheme
Regional, Local, and National

If the scheme more than one specific technology or covers as well RUE measures, it can be considered if relevant.

6 - General description of the financing scheme
a) Background
Please include information on the previous situation, energy (national/regional) context…If known information on
previous financial support for environmental or energy related policies…

b) Financing scheme design/management
In particular, you need to describe the financing scheme design:
Who initiated the financing scheme (internal/external initiation; bottom-up or top-down)? Part of larger strategy, other
financing schemes? Who is operating the financing scheme? Is there any Networking/involvement of stakeholders? At
what stages (planning of action, or only later)? Steering committee? Other resources (e.g. personnel, existing
infrastructure, media support; is there a management structure and clarity of the role/obligation of each partner involved
in the financing scheme has to be described. Is there Quality of self-evaluation (monitoring team) and indicators for
success and quantifiable benefits.

c) Objective of the financing scheme
Specific interest of the financing scheme, technical, economical, social and environmental objectives… is there any
quantitative objective in term of beneficiaries (Type and number of beneficiaries, RES technologies used ….

7- Actions
Detailed description of the actions to implemented, timing, and main achievements. Describe as well Accompanying
measures like awareness raising campaigns, training activities, Future activities of the financing scheme (extension,
continuation, redesign, integration of lessons/or recommendations)

8 – Timing
Indicate the starting date, the current state of development and the provisional closing date for the financing scheme.
Current state of development of the project:

9 – Costs of implementing the financing schemes (costs on the side of the administration and on the side of the
Please here make the distinction between the costs borne by the administration side (enacting, implementing,
monitoring) the scheme and the support given to the benificiaries of the scheme. Give detailed information on the level of
support (total and % per technology and per type of beneficiary…°

10 – Finances
Describe the sources of financing available

11 –Quantitative results
Please give details below: Energy delivery, Expected energy savings per year, Financial Investment in RES generation in
the framework of the financing scheme

Estimated reduction of CO2 emissions by year:
This might be difficult for local actors and depends strongly on the energy locally used and replaced by the RES heating
technology. ESTIF suggested to adopt a conversion factor for a certain energy mix like the IEA solar heating task force

Local indicators

12 - Replication potential
Considering your experience, what is the potential for replication existing for similar financing schemes, local, regional
and national in the same country or other countries?

13 – Communication
Communication policy
Indicate the major aspects of your communication policy (strategy, slogan, logo, and so on...):

Identification of the independent party that will/does monitor the process, definition of the indicators to monitor and cost

Analysis and lessons learned
Why has it worked / not worked? Unforeseen problems/results? What should one do again? What should be avoided?
What are for you the key elements of the success of the financing scheme

If you consider the following elements, how would you describe their relevance/importance or priority in the
development of the financing scheme
Comprehensiveness of the approach
(e;g; development of wood pellets markets without proper local companies to deliver the pellets or the boilers)
Sufficient resources, duration commitment and a level playing field, Financing scheme management and networking
(involvement of the key actors ….), Regional approach (appropriateness of the geographical approach), Quality of the
products and services

Effects of existing financial schemes
Indicate how existing financial schemes have influenced the success or the failure of this new scheme. Mention as well
here if possible some solutions by using cross country assessment to show how other countries confronted by the same
situation have solved successfully this situation of competing regulations.


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