Regulation (EU) 2023/955 of the European Parliament and of the Council of 10 May 2023 establishing a Social Climate Fund and amending Regulation (EU) 2021/1060
Modified by
- Directive (EU) 2023/1791 of the European Parliament and of the Councilof 13 September 2023on energy efficiency and amending Regulation (EU) 2023/955 (recast)(Text with EEA relevance), 32023L1791, September 20, 2023
(1) "energy poverty" means energy poverty as defined in Article 2, point (52), of Directive (EU) 2023/1791 of the European Parliament and of the Council Directive (EU) 2023/1791 of the European Parliament and of the Council of 13 September 2023 on energy efficiency and amending Regulation (EU) 2023/955 (OJ L 231, 20.9.2023, p. 1 ).(2) "transport poverty" means individuals’ and households’ inability or difficulty to meet the costs of private or public transport, or their lack of or limited access to transport needed for their access to essential socioeconomic services and activities, taking into account the national and spatial context; (3) "estimated total costs of the Plan" means the estimated total costs of the measures and investments included in the Plan; (4) "financial allocation" means non-repayable financial support under the Fund that is available for allocation, or that has been allocated, to a Member State; (5) "milestone" means a qualitative achievement used to measure progress towards the achievement of a measure or an investment; (6) "target" means a quantitative achievement used to measure progress towards the achievement of a measure or investment; (7) "energy from renewable sources" or "renewable energy" means energy from renewable sources as defined in Article 2, second subparagraph, point (1), of Directive (EU) 2018/2001 of the European Parliament and of the Council Directive (EU) 2018/2001 of the European Parliament and of the Council of 11 December 2018 on the promotion of the use of energy from renewable sources (OJ L 328, 21.12.2018, p. 82 ).(8) "household" means a private household as defined in Article 2, point (15), of Regulation (EU) 2019/1700 of the European Parliament and of the Council Regulation (EU) 2019/1700 of the European Parliament and of the Council of 10 October 2019 establishing a common framework for European statistics relating to persons and households, based on data at individual level collected from samples, amending Regulations (EC) No 808/2004, (EC) No 452/2008 and (EC) No 1338/2008 of the European Parliament and of the Council, and repealing Regulation (EC) No 1177/2003 of the European Parliament and of the Council and Council Regulation (EC) No 577/98 (OJ L 261 I, 14.10.2019, p. 1 ).(9) "micro-enterprise" means an enterprise that employs fewer than 10 persons and whose annual turnover or annual balance sheet does not exceed EUR 2 million, calculated in accordance with Articles 3 to 6 of Annex I to Commission Regulation (EU) No 651/2014 Commission Regulation (EU) No 651/2014 of 17 June 2014 declaring certain categories of aid compatible with the internal market in application of Articles 107 and 108 of the Treaty (OJ L 187, 26.6.2014, p. 1 ).(10) "vulnerable households" means households in energy poverty or households, including low income and lower middle-income ones, that are significantly affected by the price impacts of the inclusion of greenhouse gas emissions from buildings within the scope of Directive 2003/87/EC and lack the means to renovate the building they occupy; (11) "vulnerable micro-enterprises" means micro-enterprises that are significantly affected by the price impacts of the inclusion of greenhouse gas emissions from buildings or road transport within the scope of Directive 2003/87/EC and that, for the purpose of their activity, lack the means either to renovate the building they occupy, or to purchase zero- and low-emission vehicles or to switch to alternative sustainable modes of transport, including public transport, as relevant; (12) "vulnerable transport users" means individuals and households in transport poverty, but also individuals and households, including low income and lower middle-income ones, that are significantly affected by the price impacts of the inclusion of greenhouse gas emissions from road transport within the scope of Directive 2003/87/EC and lack the means to purchase zero- and low-emission vehicles or to switch to alternative sustainable modes of transport, including public transport; (13) "building renovation" means any kind of energy-related building renovation, which has the aim of increasing the energy performance of buildings, such as the insulation of the building envelope, that is to say the walls, roof, floor and the replacement of windows, and the installation of technical building systems, compliant with any relevant national safety standards, including by contributing to the renovation requirements established in the Directive of the European Parliament and of the Council on the energy performance of buildings (recast); (14) "technical building system" means the technical equipment for space heating, space cooling, ventilation, domestic hot water, building automation and control, on-site renewable energy generation and storage, or a combination of such technical equipment, including those systems using energy from renewable sources, of a building or building unit; (15) "active customer" means an active customer as defined in Article 2, point (8), of Directive (EU) 2019/944 of the European Parliament and of the Council Directive (EU) 2019/944 of the European Parliament and of the Council of 5 June 2019 on common rules for the internal market for electricity and amending Directive 2012/27/EU (OJ L 158, 14.6.2019, p. 125 ).(16) "citizen energy community" means a citizen energy community as defined in Article 2, point (11), of Directive (EU) 2019/944; (17) "renewable energy community" means a renewable energy community as defined in Article 2, point (16), of Directive (EU) 2018/2001; (18) "peer-to-peer trading of renewable energy" means peer-to-peer trading of renewable energy as defined in Article 2, point (18), of Directive (EU) 2018/2001; (19) "zero- and low-emission vehicle" means zero- and low- emission vehicle as defined in Article 3(1), point (m), of Regulation (EU) 2019/631 of the European Parliament and of the Council Regulation (EU) 2019/631 of the European Parliament and of the Council of 17 April 2019 setting CO2 emission performance standards for new passenger cars and for new light commercial vehicles, and repealing Regulations (EC) No 443/2009 and (EU) No 510/2011 (OJ L 111, 25.4.2019, p. 13 ).
(a) carry out building renovation, and decarbonise heating and cooling of buildings, including the integration of renewable energy generation and storage; (b) increase the uptake of zero- and low-emission mobility and transport.
(a) the consultation held pursuant to paragraph 1; and (b) how the input of the stakeholders who participated in the consultation is reflected in the Plan.
(a) concrete measures and investments in accordance with Articles 4 and 8 to reduce the effects referred to in point (d) of this paragraph, together with an explanation of how those measures and investments would contribute effectively to the achievement of the objectives set out in Article 3 within the overall setting of a Member State’s relevant policies; (b) where relevant, concrete, mutually coherent and reinforced accompanying measures to accomplish the measures and investments and reduce the effects referred to in point (d); (c) information on existing or planned financing of measures and investments from other Union, international, public or, where relevant, private sources which contribute to the measures and investments set out in the Plan, including information on temporary direct income support; (d) an estimate of the likely effects of the increase in prices resulting from the inclusion of greenhouse gas emissions from buildings and road transport within the scope of Directive 2003/87/EC on households, in particular on incidence of energy poverty and transport poverty, and on micro-enterprises; those effects are to be analysed at the appropriate territorial level as defined by each Member State, taking into account national specificities and elements, such as access to public transport and basic services, and identifying the areas mostly affected; (e) an estimated number of, and the identification of, vulnerable households, vulnerable micro-enterprises and vulnerable transport users; (f) an explanation of how the definitions of energy poverty and transport poverty are to be applied at national level; (g) where the Plan provides for measures as referred to in Article 4(3), the criteria for the identification of eligible final recipients, the envisaged time limit for the measures in question and their justification on the basis of a quantitative estimate and a qualitative explanation of how those measures are expected to reduce energy poverty, transport poverty and the vulnerability of households to an increase in the price of road transport and heating fuel; (h) envisaged milestones, targets and an indicative comprehensive timetable for the implementation of the measures and investments to be completed by 31 July 2032 ;(i) where applicable, a timetable for the gradual reduction of support for low-emission vehicles; (j) the estimated total costs of the Plan, accompanied by appropriate justification and explanations of how they are in line with the principle of cost efficiency and commensurate to the expected impact of the Plan; (k) the envisaged national contribution to the estimated total costs of the Plan, calculated in accordance with Article 15; (l) except for the measures referred to in Article 4(3) of this Regulation, an explanation of how the Plan ensures that none of the measures or investments would do significant harm to environmental objectives within the meaning of Article 17 of Regulation (EU) 2020/852; (m) the arrangements for the effective monitoring and implementation of the Plan by the Member State concerned, in particular of the proposed milestones and targets, the relevant common indicators referred to in Annex IV, and if none of those indicators are relevant for a specific measure or investment, additional individual indicators proposed by the Member State concerned; (n) for the preparation and, where available, for the implementation of the Plan, a summary of the public consultation process referred to in Article 5; (o) an explanation of the Member State’s system to prevent, detect and correct fraud, corruption and conflicts of interests when using the financial allocation provided under the Fund, and of the arrangements that aim to avoid double funding from the Fund and other Union programmes; (p) where applicable and relevant, an explanation of how geographic specificities, such as islands, outermost regions and territories, rural or remote areas, less accessible peripheries, mountainous areas or areas lagging behind, have been taken into account in the Plan; (q) where relevant, an explanation of how the measures and investments aim to address gender inequality.
(a) the European Pillar of Social Rights Action Plan; (b) its cohesion policy programmes under Regulation (EU) 2021/1060; (c) its recovery and resilience plan under Regulation (EU) 2021/241; (d) its building renovation plan under the Directive of the European Parliament and of the Council on the energy performance of buildings (recast); (e) its updated integrated national energy and climate plan under Regulation (EU) 2018/1999; and (f) its territorial just transition plans under Regulation (EU) 2021/1056.
(a) energy efficiency; (b) building renovation; (c) zero- and low-emission mobility and transport; (d) greenhouse gas emission reductions; (e) reductions in the number of vulnerable households, in particular households in energy poverty, of vulnerable micro-enterprises and of vulnerable transport users.
(a) support building renovations, in particular for vulnerable households and vulnerable micro-enterprises occupying the worst performing buildings, and including for tenants and people living in social housing; (b) support access to affordable energy-efficient housing, including social housing; (c) contribute to the decarbonisation, such as through electrification, of heating and cooling of, and cooking in, buildings by providing access to affordable and energy-efficient systems, and by integrating renewable energy generation and storage, including through renewable energy communities, citizen energy communities and other active customers to promote the uptake of the self-consumption of renewable energy, such as energy sharing and peer-to-peer trading of renewable energy, connection to smart grids and to district heating networks, that contributes to achieving energy savings or to reducing energy poverty; (d) provide targeted, accessible and affordable information, education, awareness and advice on cost-effective measures and investments, available support for building renovations and energy efficiency, as well as sustainable and affordable mobility and transport alternatives; (e) support public and private entities, including social housing providers, in particular public-private cooperatives, in developing and providing affordable energy efficiency solutions and appropriate funding instruments in line with the social goals of the Fund; (f) provide access to zero- and low-emission vehicles and bicycles, while maintaining technological neutrality, including financial support or fiscal incentives for their purchase as well as for appropriate public and private infrastructure, in particular, where relevant, purchase of zero- and low-emission vehicles, infrastructure for recharging and refuelling and development of a second-hand zero-emission vehicles market; Member States shall aim to ensure that where zero-emission vehicles are an affordable and deployable solution, support to such vehicles is prioritised in their Plans; (g) incentivise the use of affordable and accessible public transport and support private and public entities, including cooperatives, in developing and providing sustainable mobility on demand, shared mobility services and active mobility options.
(a) for the purpose of assessing relevance, the Commission shall take into account the following criteria: (i) whether the Plan represents an adequate response to the social impact on and challenges faced by vulnerable households, vulnerable micro-enterprises and vulnerable transport users in the Member State concerned from the inclusion of greenhouse gas emissions from buildings and road transport within the scope of Directive 2003/87/EC, in particular households in energy poverty or households in transport poverty, duly taking into account the challenges identified in the assessments of the Commission of the update of the concerned Member State’s integrated national energy and climate plan and of its progress pursuant to Article 9(3), and Articles 13 and 29 of Regulation (EU) 2018/1999, as well as in the Commission recommendations to Member States issued pursuant to Article 34 of Regulation (EU) 2018/1999 in view of the Union’s 2030 climate and energy targets and long-term objective of climate neutrality in the Union at the latest by 2050; (ii) whether the Plan is expected to ensure that measures and investments included in the Plan do not significantly harm environmental objectives within the meaning of Article 17 of Regulation (EU) 2020/852 and whether the Plan helps reduce fossil fuel dependency; (iii) whether the Plan contains measures and investments that contribute to the green transition, including to addressing the social impacts and challenges resulting therefrom and in particular to the achievement of the Union’s 2030 climate and energy targets and long-term objective of climate neutrality in the Union at the latest by 2050 and the 2030 milestones of the Union’s Sustainable and Smart Mobility Strategy;
(b) for the purpose of assessing effectiveness, the Commission shall take into account the following criteria: (i) whether the Plan is expected to have a lasting impact in the Member State on the challenges addressed by that Plan, in line with the Union’s 2030 climate and energy targets and long-term objective of climate neutrality in the Union at the latest by 2050, and in particular on vulnerable households, vulnerable micro-enterprises and vulnerable transport users, in particular households in energy poverty or households in transport poverty; (ii) whether the arrangements proposed by the Member State are expected to ensure the effective monitoring and implementation of the Plan, including the envisaged timetable, milestones and targets, and the related indicators; (iii) whether the measures and investments proposed by the Member State are consistent and compliant with the requirements of the Directive of the European Parliament and of the Council on energy efficiency (recast), Directive (EU) 2018/2001, the Regulation of the European Parliament and of the Council on the deployment of alternative fuels infrastructure, and repealing Directive 2014/94/EU of the European Parliament and of the Council, Directive 2009/33/EC of the European Parliament and of the Council Directive 2009/33/EC of the European Parliament and of the Council of 23 April 2009 on the promotion of clean and energy-efficient road transport vehicles (OJ L 120, 15.5.2009, p. 5 ).(iv) whether the measures and investments proposed by the Member State foster complementarity, synergy, coherence and consistency with the Union instruments referred to in Article 6(3).
(c) for the purposes of assessing efficiency, the Commission shall take into account the following criteria: (i) whether the justification provided by the Member State for the amount of the estimated total costs of the Plan is reasonable, plausible, in line with the principle of cost efficiency and commensurate with the expected national environmental and social impact, while also taking into account national specificities that could impact the costs provided in the Plan; (ii) whether the arrangements proposed by the Member State are expected to prevent, detect and correct corruption, fraud and conflicts of interests when using the financial allocation provided under the Fund, including the arrangements that aim to avoid double funding from the Fund and other Union programmes; (iii) whether the milestones and targets proposed by the Member State are efficient, in view of the scope, objectives and eligible actions of the Fund;
(d) for the purpose of assessing coherence, the Commission shall take into account whether the Plan contains measures and investments that represent coherent actions.
(a) the measures and investments to be implemented by the Member State, the amount of the estimated total costs of the Plan, and the milestones and targets; (b) the maximum financial allocation allocated in accordance with Article 14(1) to be paid in instalments, in accordance with Article 20, once the Member State has satisfactorily achieved the relevant milestones and targets identified in relation to the implementation of the Plan; (c) the national contribution; (d) the arrangements and timetable for monitoring and implementation of the Plan, including, where relevant, measures necessary for complying with Article 21; (e) the relevant indicators relating to the achievement of the envisaged milestones and targets; and (f) the arrangements for providing access by the Commission to the underlying relevant data.
(a) where the Plan complies satisfactorily with the criteria set out in Article 16(3), and the amount of the estimated total costs of the Plan minus the national contribution is equal to, or higher than, the maximum financial allocation for that Member State referred to in Article 14(1), the financial allocation allocated to the Member State shall be equal to the total amount of the maximum financial allocation referred to in Article 14(1); (b) where the Plan complies satisfactorily with the criteria set out in Article 16(3), and the amount of the estimated total costs of the Plan minus the national contribution is lower than the maximum financial allocation for that Member State referred to in Article 14(1), the financial allocation allocated to the Member State shall be equal to the amount of the estimated total costs of the Plan minus the national contribution; (c) where the Plan complies satisfactorily with the criteria set out in Article 16(3), but the assessment identifies weaknesses in the internal control systems, the Commission may require that additional measures to address those weaknesses be included in the Plan and be achieved by the Member State before the first payment; (d) where the Plan does not comply satisfactorily with the criteria set out in Article 16(3), no financial allocation shall be allocated to the Member State.
(a) to regularly check that the financing provided has been properly used in accordance with all applicable rules and that any measure or investment under the Plan has been properly implemented in accordance with all applicable rules, in particular regarding the prevention, detection and correction of fraud, corruption and conflicts of interests; (b) to take appropriate measures to prevent, detect and correct fraud, corruption, and conflicts of interests as defined in Article 61 of Regulation (EU, Euratom) 2018/1046 affecting the financial interests of the Union and to take legal action to recover funds that have been misappropriated, including in relation to any measure or investment implemented under the Plan; (c) to accompany a payment request by: (i) a management declaration that the financial allocations were used for its intended purpose, that the information submitted with the payment request is complete, accurate and reliable and that the internal control systems put in place give the necessary assurances that the financial allocations were managed in accordance with all applicable rules, in particular rules on avoidance of conflicts of interests, fraud prevention, corruption and double funding from the Fund and other Union programmes in accordance with the principle of sound financial management; and (ii) a summary of the audits carried out in accordance with internationally accepted audit standards, including the scope of those audits in terms of amount of spending covered and period of time covered and an analysis of the weaknesses identified and any corrective action taken;
(d) for the purpose of audit and control and to provide for comparable information on the use of financial allocations in relation to measures and investments implemented under the Plan, to collect, record and store in an electronic system and ensure access to the following standardised categories of data: (i) name of the final recipients of the financial allocations, their VAT registration numbers or tax identification numbers and amount of the financial allocations from the Fund; (ii) name of the contractor(s) and sub-contractor(s) and their VAT registration number(s) or tax identification number(s) and value of the contract(s) where the final recipient of the financial allocations is a contracting authority in accordance with Union or national law on public procurement; (iii) first name(s), last name(s), date(s) of birth and VAT registration number(s) or tax identification number(s), of beneficial owner(s) of the recipient of the financial allocations or contractor, as defined in Article 3, point (6), of Directive (EU) 2015/849 of the European Parliament and of the Council Directive (EU) 2015/849 of the European Parliament and of the Council of 20 May 2015 on the prevention of the use of the financial system for the purposes of money laundering or terrorist financing, amending Regulation (EU) No 648/2012 of the European Parliament and of the Council, and repealing Directive 2005/60/EC of the European Parliament and of the Council and Commission Directive 2006/70/EC (OJ L 141, 5.6.2015, p. 73 ).(iv) a list of any measures and investments implemented under the Fund with the total amount of public funding of those measures and investments and indicating the amount of funds paid under other funds financed from the Union budget;
(e) to expressly authorise the Commission, OLAF, the Court of Auditors and, in respect of those Member States participating in enhanced cooperation pursuant to Regulation (EU) 2017/1939, the EPPO, to exert their rights as provided for in Article 129(1) of Regulation (EU, Euratom) 2018/1046 and to impose obligations on all final recipients of the financial allocations paid for implementing the measures and investments included in the Plan, or to all other persons or entities involved in their implementation to expressly authorise the Commission, OLAF, the Court of Auditors and, where applicable, EPPO to exert their rights as provided for in Article 129(1) of Regulation (EU, Euratom) 2018/1046 and to impose similar obligations on all final recipients of funds disbursed; (f) to keep records in accordance with Article 132 of Regulation (EU, Euratom) 2018/1046, the point of reference being the payment transaction relevant to the respective measure or investment.
(a) for the first level of sub-contracting; (b) where that information is recorded regarding the respective contractor; and (c) for sub-contracts with a total value greater than EUR 50000 .
(a) ensure complementarity, synergy, coherence and consistency among different instruments at Union, national and, where appropriate, local or regional levels, both in the planning phase and during implementation; (b) optimise mechanisms for coordination to avoid duplication of effort; and (c) ensure close cooperation between those responsible for implementation and control at Union, national and, where appropriate, local or regional levels to achieve the objectives of the Fund.
(a) the Plans submitted by Member States; (b) the assessment by the Commission of the Plans submitted by Member States; (c) the status of achievement of the milestones and targets set out in the Plans submitted by Member States; (d) payment, suspension and termination procedures, including any observation presented and remedial measures taken by Member States to ensure the satisfactory achievement of the milestones and targets set out in the Plans submitted by them.
(a) the extent to which the objectives of the Fund set out in Article 3 have been achieved, the efficiency of the use of the resources and the Union added value; (b) on a country-by-country basis, the efficiency of measures and investments and the use of the direct income support in light of the achievement of the milestones and targets set out in the Plans; (c) how the definitions of energy poverty and transport poverty are applied in Member States, based on the information referred to in Article 6(1), point (f), as well as whether amendments to such definitions are necessary; (d) the continued relevance of all objectives, and measures and investments set out in Article 8 of this Regulation in light of the impact on greenhouse gas emissions of the inclusion of greenhouse gas emissions from buildings and road transport within the scope of Directive 2003/87/EC and of the national measures taken to meet the binding annual greenhouse gas emission reductions by Member States pursuant to Regulation (EU) 2018/842 of the European Parliament and of the Council Regulation (EU) 2018/842 of the European Parliament and of the Council of 30 May 2018 on binding annual greenhouse gas emission reductions by Member States from 2021 to 2030 contributing to climate action to meet commitments under the Paris Agreement and amending Regulation (EU) No 525/2013 (OJ L 156, 19.6.2018, p. 26 ).
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population at risk of poverty living in rural areas (2019); carbon dioxide emissions from fuel combustion by households (2016-2018 average); the percentage of households at risk of poverty with arrears on their utility bills (2019); total population (2019); the Member State’s gross national income (GNI) per capita, measured in purchasing power standard (2019); the share of reference emissions under Article 4(2) of Regulation (EU) 2018/842 for the emission sources 1A3b, 1A4a and 1A4b, as established in the 2006 IPCC Guidelines for National Greenhouse Gas Inventories (2016-2018 average), as comprehensively reviewed pursuant to Article 4(3) of that Regulation.
; fi = 2,5 if 
is the GNI per capita of the Member State i;
is the GNI per capita of the EU-27.
is the minimum component are proportionally adjusted to ensure that the sum of βi for all Member States equals 100 %. All λi are proportionally adjusted to ensure that their sum equals 100 %.| Maximum financial allocation per Member State | |||
|---|---|---|---|
| Member State | Share as % of total | ||
| Pursuant to Article 10(1), first and second subparagraphs | Pursuant to Article 10(1), third subparagraph | ||
| Belgium | |||
| Bulgaria | |||
| Czechia | |||
| Denmark | |||
| Germany | |||
| Estonia | |||
| Ireland | |||
| Greece | |||
| Spain | |||
| France | |||
| Croatia | |||
| Italy | |||
| Cyprus | |||
| Latvia | |||
| Lithuania | |||
| Luxembourg | |||
| Hungary | |||
| Malta | |||
| Netherlands | |||
| Austria | |||
| Poland | |||
| Portugal | |||
| Romania | |||
| Slovenia | |||
| Slovakia | |||
| Finland | |||
| Sweden | |||
| EU27 | |||
(a) the designation of the authorities entrusted with the implementation of the Plan and the allocation of the related responsibilities and functions; (b) the designation of the authority or authorities responsible for signing the management declaration accompanying the payment requests; (c) procedures ensuring that this authority or these authorities will get assurance about the achievement of the milestones and targets set in the Plan, and that the funds were managed in accordance with all applicable rules, in particular rules on avoidance of conflicts of interests, fraud prevention, corruption and double funding; (d) an appropriate separation between managing and audit functions.
(a) appropriate measures related to the prevention, detection and correction of fraud, corruption and conflict of interests, as well as avoidance of double funding and to take legal actions to recover funds that have been misappropriated; (b) a fraud risk assessment and the definition of appropriate anti-fraud mitigating measures.
(a) an effective procedure for drawing up the management declaration, documenting the summary of audits and keeping the underlying information for audit trail; (b) effective procedures to ensure that all cases of fraud, corruption and conflict of interests are properly reported and corrected through recoveries.
(a) appropriate management verifications through which implementing authorities will check the achievement of milestones and targets of the fund (e.g. desk reviews, on-the-spot checks); (b) appropriate management verifications through which the implementing authorities will check the absence of serious irregularities, namely fraud, corruption and conflict of interests, and double funding (e.g. desk reviews, on-the-spot checks).
(a) the designation of the body or bodies which will carry out the audits of systems and operations and how their functional independence is ensured; (b) the allocation of sufficient resources to this body or bodies for the purpose of the Fund; (c) the effective tackling by the body or bodies of the risk of fraud, corruption, conflict of interests and double funding both through system audits and audits of operations.
(a) effective collection, recording and storage in an electronic system of data on the final recipients of measures or investments necessary to achieve the milestones and targets; (b) access for the Commission, OLAF, European Court of Auditors and in respect of those Member States participating in enhanced cooperation pursuant to Regulation (EU) 2017/1939, the EPPO, to the data on final recipients.
| Number | Common indicator related to the Fund support | Explanation | Unit |
|---|---|---|---|
| Buildings sector | |||
| Context indicators | |||
| 1 | Number of vulnerable households | In line with the definition in Article 2, point (10). | Number of households |
| 2 | Number of households in energy poverty | In line with the definition in Article 2, point (1). | Number of households |
| Output indicators | |||
| 3 | Number of vulnerable households that have benefitted from at least one structural measure reducing their emissions in the buildings sector | In line with Article 2, point (10) and Article 8(1). Only measures due to Fund support. | Number of households |
| 4 | Number of buildings having undergone deep renovation (i.e. a renovation which transforms a building or building unit (a) before | The indicator counts the number of buildings and the corresponding floor area being renovated fully or partially based on the support by measures and investments under the Fund, where "building renovation" is defined in Article 2, point (13). In addition, the indicator shall distinguish buildings on the basis of their Energy Performance Certificate class, and identify specifically how many worst-performing buildings have been renovated. | Buildings units |
| 5 | Total useful floor area of buildings having undergone deep renovation (i.e. a renovation which transforms a building or building unit (a) before | Renovated floor area (m2/year) | |
| 6 | Number of buildings having undergone other energy renovation (i.e. all energy renovations except deep renovations, to be reported above) | Buildings units | |
| 7 | Total useful floor area of buildings having undergone other energy renovation (i.e. all energy renovations except deep renovations, to be reported above) | Renovated floor area (m2/year) | |
| 8 | Replacement of fossil fuel heating installation with a renewable based appliance and/or a highly efficient installation on the basis of the Energy Label class as established in the relevant legal act. | These actions fulfil the renewable EU benchmark and the indicative share of renewable energy (in final energy consumption) established at national level in the buildings sector under the relevant provision of Directive (EU) 2018/2001. Renewable heating and cooling systems and renewable electricity both can contribute to this benchmark. These actions would also contribute to the renewable heating and cooling target under the relevant provision of that Directive. This concerns only additional replacements of fossil fuel heating installations due to Fund support. | Number of units of fossil fuel heating installation replaced (e.g. by a heat pump or solar thermal installation) |
| 9 | Additional operational capacity installed for renewable energy | Number and capacity of rooftop photovoltaic and solar thermal collectors or photovoltaic thermal panels (PVT); number and capacity of heat pumps; number and capacity of other renewable space heating and cooling technologies including renewable based boilers. Only concerns additional operational capacity due to Fund support. | MW |
| 10 | number of units | ||
| Result indicators | |||
| 11 | Reduction of number of vulnerable households | Reduction of number of vulnerable households as a result of measures and investments financed under the Fund. | % |
| 12 | Estimated reduction in greenhouse gas emissions in the buildings sector | ktCO2e | |
| 13 | Reduction of number of households in energy poverty | % | |
| 14 | Savings in annual primary energy consumption | MWh/year | |
| 15 | kWh/m2 (if total floor area is available) | ||
| 16 | Savings in annual final energy consumption | kWh/m2 (if total floor area is available) | |
| 17 | MWh/year | ||
| Road transport sector | |||
| Context indicators | |||
| 18 | Number of vulnerable transport users | In line with the definition in Article 2, point (12). | Number of households |
| 19 | Number of households in transport poverty | In line with the definition in Article 2, point (2). | Number of households |
| Output indicators | |||
| 20 | Number of vulnerable transport users that have benefitted from at least one structural measure reducing their emissions in the road transport sector | In line with Article 2, point (12) and Article 8(1). Only measures due to Fund support. | Number of households |
| 21 | Purchases of zero-emission vehicles | Number of zero-emission vehicles supported by measures and investments financed under the Fund. | Number of zero-emission vehicles |
| 22 | Purchases of low-emission vehicles | Number of low-emission vehicles supported by measures and investments financed under the Fund. | Number of low-emission vehicles |
| 23 | Purchases of bicycles and micro-mobility vehicles | Number of bicycles and micro-mobility vehicles supported by measures and investments financed under the Fund. | Number of bicycles and micro-mobility vehicles |
| 24 | Additional alternative fuels infrastructure (refuelling/recharging points) | Number of refuelling and recharging points | |
| 25 | Reduced or free public transport tickets | Number of users | |
| 26 | Additional shared mobility and mobility on demand solutions | Number of users of shared mobility and mobility on demand solutions supported by measures and investments financed under the Fund. | Number of users |
| 27 | Units | ||
| 28 | Dedicated cycling infrastructure supported | Length of dedicated cycling infrastructure newly built or significantly upgraded by projects supported under the Fund. Dedicated cycling infrastructure includes cycling facilities separated from roads for vehicular traffic or other parts of the same road by structural means (such as kerbs and barriers), cycling streets, cycling tunnels, etc. For cycling infrastructure with separated one-way lanes (e.g. on each side of a road), the length is measured as lane length. | Number of km |
| Result indicators | |||
| 29 | Reduction of number of vulnerable transport users | Reduction of number of vulnerable transport users as a result of measures and investments financed under the Fund. | % |
| 30 | Reduction of number of households in transport poverty | Reduction of number of households in transport poverty as a result of measures and investments financed under the Fund. | % |
| 31 | Reduction in greenhouse gas emissions in the road transport sector | ktCO2e | |
| Micro-enterprises (both buildings and road transport sectors) | |||
| Context indicators | |||
| 32 | Number of vulnerable micro-enterprises | In line with the definition in Article 2, point (11). | Number of micro-enterprises |
| Output indicators | |||
| 33 | Number of vulnerable micro-enterprises that have benefitted from at least one structural measure reducing their emissions in the buildings sector and road transport sector | In line with Article 2, point (11), and Article 8(1). Only measures due to Fund support. | Number of micro-enterprises |
| Result indicators | |||
| 34 | Reduction of number of vulnerable micro-enterprises | Reduction of number of vulnerable micro-enterprises as a result of measures and investments financed under the Fund. | % |
| Temporary direct income support | |||
| Context indicators | |||
| 35 | Share of the temporary direct income support in the total costs of the Social Climate Plans | In line with Article 4(3) and Article 10. | % |
| Output indicators | |||
| 36 | Number of vulnerable households and vulnerable transport users that have received temporary direct income support | ||
| 37 | |||
| Result indicators | |||
| 38 | Average temporary direct income support per vulnerable household and vulnerable transport user | The indicator shall indicate the average amount of temporary direct income support received per vulnerable household and vulnerable transport user under the Fund. | EUR/household (buildings sector) |
| 39 | EUR/household (road transport sector) | ||
| Area of intervention | Total costs (absolute and % of total funding) by source of funding | Overview of main measures and investments planned | Objectives of the measures and investments | Impact of measures and investments | |
|---|---|---|---|---|---|
| Reduction of vulnerable households and vulnerable transport users (unit: households) | CO2 emissions reduction | ||||
| Buildings sector | |||||
| Road Transport sector | |||||
| Temporary direct income support | |||||
| Technical assistance (Article 8(3)) | |||||
| Contribution to the Technical Support Instrument (Article 11(3)) | |||||
| Contribution to the Member State’s compartment in InvestEU (Article 11(3)) | |||||
buildings sector; road transport sector; temporary direct income support.
Clear and evidence-based analysis of the existing challenges and how they are addressed by the measures and the investments; The nature, type and size of the measure or investment, which may include additional technical support measures in accordance with Article 11(4), indicating whether it is new or is an existing measure or investment intended to be extended with the support from the Fund; Detailed information on the objective of the measure or investment and about who and what is targeted by it; an explanation of how the measure and investment would contribute effectively to the achievement of the objectives of the Fund within the overall setting of a Member State’s relevant policies, and how it will reduce fossil fuel dependency; Description of how the measure or investment is implemented (means of implementation), referring to the administrative capacity of the Member State at central, and where relevant regional and local levels, with an explanation on how the resources will be absorbed in a timely manner and how they are channelled to sub-national levels, if applicable; An explanation of how the measure or investment will aim to address gender inequality, if applicable; The timeline of the measure or investment; for support concerning low-emission vehicles, a timetable for gradually reducing that support.
why the specific milestone or target was chosen; what the milestone or target is measuring; how this will be measured, what methodology and source will be used, and how the proper achievement of the milestone or target will be objectively verified; what is the baseline (starting point) and what is the level or specific point to be reached; by when it will be reached (by quarter and year); who and which institution will be in charge of implementing, measuring and reporting.
| Seq. number | Measure/Investment name | Milestone or Target | Name of milestone/target | Quantitative indicators (targets) | Timeline for achievement | Description of each milestone and target | ||||
|---|---|---|---|---|---|---|---|---|---|---|
| Unit of measure/investment | Baseline | Goal | Quarter | Year | ||||||
The methodology used, the underlying assumptions made (e.g. on unit costs, costs of inputs) and justification for these assumptions; The indicative comprehensive timetable within which these costs are expected to be incurred; Information on the national contribution to the total costs of the measures and investments; Any information on what financing from other Union instruments is or could be envisaged related to the same component; Any information on envisaged financing from private sources and which leverage level is targeted, if relevant; Justification on the plausibility and reasonability of the estimated costs, where necessary, taking into account national specificities.
| Seq. number | Related measure (measure or investment) | Relevant time period | Estimated costs for which funding from the Fund is requested | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total requested | If available: split by year | ||||||||||
| From date | To date | Amount (mn EUR) | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | ||
Clear and evidence-based analysis of the existing challenges and how they are addressed and the objectives of the support; The nature, type and size of the support; Detailed information on the final recipients of the support and the criteria used for their identification; The timeline for the decrease in direct income support in line with the timeline of the Fund, including a concrete end date for the support; An explanation of how the support will aim to address gender inequality, if applicable; Description of how the support is implemented; Information on the national contribution to the costs of the measures.
why the specific milestone or target was chosen; what the milestone or target is measuring; how this will be measured, what methodology and source will be used, and how the proper achievement of the milestone or target will be objectively verified; what is the baseline (starting point) and what is the level or specific point to be reached; by when it will be reached; who and which institution will be in charge of implementing, measuring and reporting.
| Seq. number | Measure | Milestone or Target | Name of milestone/target | Quantitative indicators (targets) | Timeline for achievement | Description of each milestone and target | ||||
|---|---|---|---|---|---|---|---|---|---|---|
| Unit of measure | Baseline | Goal | Quarter | Year | ||||||
Quantitative estimate and a qualitative explanation of how the measures in the Plan are expected to reduce energy poverty and transport poverty and the vulnerability of households and transport users to an increase of road transport and heating fuel prices; Justification on the proposed timeline of the diminishing temporary direct income support and the conditions when it no longer applies; Description of how the groups of recipients of temporary direct income support are also targeted by structural measures and investments to effectively lift them out of energy poverty and transport poverty, and description of the complementarity of temporary direct income support with structural measures and investments to support vulnerable households and vulnerable transport users.
The methodology used, the underlying assumptions made and justification for these assumptions; The comparative cost data on the actual cost, if similar support measures have been carried out in the past; Any information on what financing from other Union instruments is or could be foreseen related to the same support; Appropriate detailed justification on the plausibility and reasonability of the estimated costs, including any data or evidence used annexed to the Plan.
| Seq. number | Type of support | Relevant time period | Estimated costs for which funding from the Fund is requested | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total requested | If available: split by year | ||||||||||
| From date | To date | Amount (mn EUR) | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | ||
the nature, type and size of the technical assistance actions; the estimated cost of the technical assistance actions.
| Total costs of Social Climate Plan | Base case | In case of Article 30k Directive 2003/87/EC |
|---|---|---|
| EUR XXX | EUR XXX | |
| Covered under the Fund | EUR XXX | EUR XXX |
| National contribution | EUR XXX | EUR XXX |
| Transfers from shared management programmes | EUR XXX | EUR XXX |
| (Transfers to shared management programmes) | -EUR XXX | -EUR XXX |
| Component | |||||
|---|---|---|---|---|---|
| Energy efficiency | Building renovation | Zero- and low-emission mobility and transport | Greenhouse gas emission reductions | Reduction in the number of vulnerable households and vulnerable transport users (unit: households) | |
| Overall plan | |||||
| Buildings sector | |||||
| Road transport sector | |||||
| Component | ||||||
|---|---|---|---|---|---|---|
| Short-term (3 years ahead) | Medium-term (end of the plan) | |||||
| Greenhouse gas emissions | Households in energy poverty | Households in transport poverty | Greenhouse gas emissions | Households in energy poverty | Households in transport poverty | |
| Overall plan | ||||||
| Buildings sector | ||||||
| Road transport sector | ||||||
| Component: direct income support | |
|---|---|
| Reduction in the number of vulnerable households and vulnerable transport users | Description of the expected impacts |
| Estimate of expected impacts; unit: households | |
| Reduction in the number of households in energy poverty and in transport poverty | Description of the expected impacts |
| Estimate of expected impacts; unit: households | |