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2022

OPERATIONALIZATON REPORT (UPDATE 1)

CITIZEE REPORT - 20 April 2022

This report aims to report the progress of CitizEE Pilot Countries/Regions against the implementation of the Action Plan to operationalize the Citizen Investment Platforms in their region/country. The report is therefore based on the Master Action Plan to set-up and run Citizen Investment Platform.

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Report on CFs4EE Financing Schemes monitoring results

CITIZEE REPORT - 20 April 2022

This report aims to report the progress of the CitizEE Pilot Countries/Regions against the expected impacts set out in the grant agreement.

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CFs4EE Financing Schemes follow up report (Update 2)

CITIZEE REPORT - 20 April 2022

The main objective of this report is to provide a final update on the implementation of the CFs4EE financing scheme in the four different pilot countries/regions. Along with the description of the planned and revised schemes, the report includes a section on next steps and commitments as well as a brief assessment of the impact of the KPIs of the overall CitizEE project.

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Report on capacity building activities (update 1)

CITIZEE REPORT - 04 April 2022

This report on capacity building activities provides an overview of the CITIZEE Capacity Building activities. The activities consist in training workshops and webinars. Overall, 3 capacity building workshops were conducted, bringing together experts from the EU regions/municipalities/cities representations and clusters or networks and other stakeholders interested in implementing CFs4EE Financing Schemes for energy efficiency projects. Furthermore, a webinar series was coordinated under this task.

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CitizEE Booklet

CITIZEE TOOLS - 04 April 2022

This booklet presents the experiences and recommendations of the four different demonstration projects. It also includes operational advice from a financial expert on developing and implementing citizen financing programs, and regulatory recommendations from a legal expert on scaling up citizen financing programs and improving efficiency and regulation. The Pilots section of the booklet presents the four different demonstration projects, their specific financing approach, and lessons learned. The key messages from our finance and legal expert can be found in the Core statements section.  

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Global risk assessment and mitigation strategies – update 1

CITIZEE REPORT - 09 March 2022

This report provides an update of the map of potential risks and the associated assessment of mitigation and actions of the CFs4EE financing scheme in each pilot country/region.  

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PFIs Statements

CITIZEE REPORT - 09 March 2022

This report includes the financial statements of the Public Financing Instruments (PFIs) created or to be created under the CFs4EE Financing Scheme. This report provides a forecasted overview on a 10-year period of the financial position of the financing instruments supporting the funding of the financing scheme. The financial statements are extracted from the Detailed Business Plan.

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Detailed Business Plan

CITIZEE REPORT - 03 February 2022

The Detailed Business Plan supplements and revises the Preliminary Business Plan after approval by pilot country/regional decision makers. It provides detailed guidance for the establishment of the CFs4EE funding programs and related planning.

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Contractual agreements

CITIZEE REPORT - 01 February 2022

This report includes the drafting of contractual agreements for each pilot country/region within the CitizEE project.

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2021

Citizen funding market assessment report

CITIZEE REPORT - 17 December 2021

The objective of this report is to analyze existing experience where public financing instruments (PFI) were used to support the set-up of Citizen Financing Schemes. The report explores financial cooperation between public authorities and cooperatives/crowdfunding platforms by assessing the strategic and operational considerations of combining public funds with citizen funding through Public Financing Instruments and presenting several case-studies that could be used by Pilot Regions as a first step when developing their CFs4EE Financing Scheme.

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Global risk assessment and mitigation strategies

CITIZEE REPORT - 26 November 2021

The Global Risk Assessment report provides a first update on the risk mitigation assessment of the CFs4EE Financing Scheme in each pilot country/region. It will be updated in early 2022.

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CFs4EE Financing Schemes follow up report (Update 1)

CITIZEE REPORT - 26 November 2021

The main objective of this report is to provide an update on the implementation of the CFs4EE financing scheme in the four different pilot countries/regions. Along with the description of the planned and revised schemes, the report includes a section on next steps and commitments as well as a brief assessment of the impact of the KPIs of the overall CitizEE project.

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Report on Development and validation of template documents and contracts for the actors

CITIZEE REPORT - 24 August 2021

With a view on the recent developments regarding the relevant legal framework in the context of the European Green Deal, this report shall serve as overview and guideline on how (energy efficiency/renewable energy) projects can be facilitated through private and public money under the ongoing process of updating the legal and regulatory framework.

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CFs4EE Financing Schemes follow up report

CITIZEE REPORT - 12 August 2021

The main objective of this report is to inform about the implementation of the CFs4EE financing scheme in the four different pilot countries/regions. In addition to describing the planned and revised schemes, the report also includes a section on next steps and commitments, as well as a brief assessment of the impact of the KPIs of the overall CitizEE project.

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Project Delivery Process Design and Validation Report

CITIZEE REPORT - 01 July 2021

The purpose of this template is to allow CitizEE Pilot Regions to describe the project delivery process and the project delivery organization to be put in place to support the development of their CFs4EE Financing Scheme.

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Funding Source Action Plan

CITIZEE REPORT - 01 July 2021

The Funding Source Action Plan includes the Action Plan that evaluates the sources of available public funding for each pilot country and detail the tasks and schedule to mobilize the funds in order to set-up the Public Financing Instrument.

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Business Model Report

CITIZEE REPORT - 01 July 2021

The purpose of this guidance document is to support Pilot Regions in the design of their CFs4EE Financing Scheme. The report also defines the added value expected from the project delivery partners of the scheme
and the selection criteria to use in the procurement phase.

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Report on capacity building activities

CITIZEE REPORT - 12 May 2021

This report on capacity building activities provides an overview of the CITIZEE Capacity Building activities. The activities will consist in training workshops and webinars. Overall, 3 capacity building workshops are foreseen, bringing together experts from the EU regions/municipalities/cities representations and clusters or networks and other stakeholders interested in implementing CFs4EE Financing Schemes for energy efficiency projects.

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Annual report on events held, promotional material and social media achievements

CITIZEE REPORT - 12 May 2021

This document describes the project related dissemination and communication actions performed during the first 2
years (May 2019 – May 2021) of the project implementation. This includes:
• Promotional materials created and published;
• Social media campaign achievements during the first 2 years of the CitizEE project and
• Participation in events.

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Simulation tool and pilot projects simulations

CITIZEE REPORT - 09 March 2021

In this report, the four CitizEE Pilot Cases (Portugal, Belgium, Croatia and Lithuania) assess and evaluate their investment programs for energy efficiency. The purpose is to determine for each investment program the level of energy savings (and/or renewable energy) targeted, the amount of investment to achieve it, the cash flows generated by the investments and the additional cash flows that may be necessary for the repayments in order to simulate the funding and financing structure of the Investment Platforms supporting the CFs4EE Financing Scheme.

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