Funding: STEER – INTELLIGENT ENERGY EUROPE (IEE) Grant Agreement IEE/10/290/SI2.589420

1. News, Budgets, Transfers & Reports Mark Fell (TTR) Project Management Group 5 | Czech Republic| Presented by: Mark Fell Funding: STEER – INTELLIGENT ENERGY EUROPE (IEE) Grant Agreement IEE/10/290/SI2.589420 Full title: ECOSTARS Europe Acronym: ECOSTARS Project start date: June 2011 End date: May 2014 www.ecostars-europe.eu

2. Welcome to consortium meeting • Jim Chappell (TTR) • Jiří Hudec (Ostrava) • Peter van der Sterre (Green Freight Europe)

3. Apologies • Olav Luyckx (EACI) • Chris Douglas (TTR) • Fredrik Orwén (WSP) • Irene Andres (CTL Cantabria) • Fredrik Mårdh (ESS) • Michela Fioretto (ISIS) • Jan Spousta (CDV) • Libor Spicka (CDV)

4. A busy day ahead

5. Meeting: Day 1 Continued

6. ECOSTARS news • Rotterdam launched in April • Finalist of EUSEW award (May 2013) • Now have 11 schemes running in UK with interest from a further five cities/regions • Working group formed to establish a Scotland wide scheme from 2014 • IEE ECOSTARS-ZERO bid submitted in May – awaiting outcome • Eight and a half months left....

7. Budgets, expenditure and transfers • Small changes within partner budgets and between partners – up to 20% of value • No more after end of March • Every partner to sign off paperwork in April and provide originals to TTR

8. Budgets, expenditure and transfers • Major budget change by Rotterdam (requiring contract change as over 20% in value) • Other partners who have adjusted their budgets: CDV, Edinburgh, CTL, IVL, Polis, ESS

9. WP1: Interim Report M27 • M27 Progress Report 2 will be submitted to EACI at the start of next week. • Relevant information discussed today will be added • No more formal reporting until the project end

10. EACI Reporting – Future Deadlines • Final Technical Implementation Report and Final Financial Statements(June 2011 – end May 14) - Partners to provide information to TTR deadline – end June 2014 • Consider holiday availability • Post and signed paperwork early by reliable means

11. The final quarter of project is busy!!! (1)

12. The final quarter of project is busy!!! (2)

13. Project Handbook & Final Report • D1.3 Final Publishable Report (TTR) • Designed for EACI, partners, third party projects and organisations (what/why/when/who) • D4.9 ECOSTARS Guide (POLIS) • Aimed at organisations who may be interested in running their own scheme (what/how/why) • Likely to have some similar content – e.g. local scheme case studies, evaluation results (scheme impact)

14. Next Meeting • March 2014, Santander, Spain (hosts: CTL) • Includes End of Project Workshop • Last chance for budget transfers • ECOSTARS legacy • Considerations for Final Report • Finalising deliverables on evaluation, project handbook etc • One day partner meeting; one day for project workshop?

15. WP7: Update • In May 2014 all partners will be invited to attend a project presentation and debrief with EACI in Brussels • Probably a half day meeting • Exact date to be confirmed

16. WP 2 WSP Analysis & Strategy 18/09/2013 | Project Meeting | Ostrava | Presented by: Kristoffer Persson

17. Transferability - Objective How will the ECOSTARS scheme turn permanent? Task 2.3 - Transferability will answer the following questions:

18. Transferability – Lessons learnt 1. How may lessons learned from local implementations support future recommendations and guidelines for large scale implementation? • Based on experiences reported from each local scheme, results will be summarised in deliverable 2.3

19. Transferability – Business model 2. How can longevity be secured after the end of EC-financing? By identifying roles and potential benefits, a general business model will be drawn up. • ECOSTARS Zero? • National support? • Standardisation organisations? • Fees?

20. Transferability – Revision of standards 3. An appropriate timescale for revision of standards taking account changes in technology should be secured. • A four-yearly review of assessment standards which follows a set process of consultation

21. Reference Group

22. Reference Group Intention is to utilise members of the Reference Group to acquire further knowledge on how to turn project into permanent scheme. • By questionnaire • In-depth interviews if relevant

23. After May 2014 Partner commitments & legacy Mark Fell (TTR) Project Management Group 5 | Czech Republic| Presented by: Mark Fell Funding: STEER – INTELLIGENT ENERGY EUROPE (IEE) Grant Agreement IEE/10/290/SI2.589420 Full title: ECOSTARS Europe Acronym: ECOSTARS Project start date: June 2011 End date: May 2014 www.ecostars-europe.eu

24. ECOSTARS – In June 2014... • Strength of ECOSTARS is common scheme criteria and approach implemented on a local level • What commitment should each scheme make to each other? How should we do this? • If a local scheme does not continue, how do we best communicate that to members and other stakeholders? • How do we keep local schemes in line with each other? • How do we continue to share best practice between schemes? • How do we protect the ECOSTARS brand?

25. WP6 Evaluation State of play 18/09/2013 | 4th Consortium Meeting| Ostrava| Presented by: ISIS

26. Contents • Impact and process evaluation: a refresh • A proposal for a set of common ‘core’ indicators • Evaluation activities in local schemes: status and issues • Towards the Final Evaluation Report

27. Impact Evaluation • is an assessment or estimate of the impacts or effects of the scheme; • for it, the methodology needs to relate elements in a clear, logical way to form basis of a common understanding for all involved; • the scheme impacts will be deducted by comparing the scheme results with a ‘do-nothing’ scenario.

28. Process Evaluation • intends to assess why the local scheme performed as they did and in what way internal or external factors played a role; • its main insights concern the identification of drivers (or factors of success) and barriers that facilitate or hinder the successful implementation of the ECOSTARS scheme; • The methodology relies primarily on questionnaires and interviews with the auditors and those involved in the engagement effort ( → questionnaire for process evaluation assessment will be addressed – with different questions – both to operators and scheme managers).

29. A proposal for a set of common ‘core’ indicators (1) • Within the Evaluation Plan, each city has defined its own set of appropriate performance indicators suitable to assess the expected impacts of the scheme. • The main aspects to be taken into consideration are: • Energy efficiency • Environmental sustainability • Operational management efficiency • Engagement programme effects • Motivation and image perception

30. A proposal for a set of common ‘core’ indicators (2) • Since for any cross-site evaluation it is necessary to define a set of common indicators and to determine those indicators in a comparable way at different schemes, ISIS is proposing to draw up a short document to be circulated for comments and approval among Local Scheme Auditors/Managers where a set of ‘core’ indicators will be defined. • The final aim is to assure that a minimum number of indicators will be collected in every site allowing for a cross-site and project level assessment.

31. Local schemes activities: status of audits

32. Evaluation activities in local schemes (1)

33. Evaluation activities in local schemes (2)

34. Evaluation activities in local schemes: some issues • The majority of local schemes have not yet started the evaluation activities. • Due to local constraints in several locations the indicators listed in the Local Evaluation Plan are not going to be possible to collect • A common set of ‘core’ indicators needs to be guaranteed in order to allow both a cross-site comparison and a project level assessment. • As far as possible, the time schedule for data collection should be the same in all sites to avoid any delays in the Final Evaluation Report drafting.

35. Towards the Final Evaluation Report (1) • Step 1: a proposal for a common set of ‘core’ indicators to be collected by each site will be circulated for comments among Local Scheme Auditors/Managers.  11 October 2013 • Step 2: the final set of ‘core’ indicators will be defined and approved.  by 25 October 2013 • Step 3: bilateral contacts will take place between ISIS and each Local Scheme Auditor/Manager in order to avoid any misunderstanding on what kind of information need to be collected.  from end of October to December 2013 • Step 4: data collection will start and the gathered information will be forwarded to ISIS.  from November 2013 until end of January 2014

36. Towards the Final Evaluation Report (2) • Step 5: a first draft of Final Evaluation Report will be drafted and contributions from partners will be asked.  by 28 February 2014 • Step 6: a second draft with partners contributions will be circulated for comments.  by 15 March 2014 • Step 7: the consolidated Final Evaluation report will be drawn up. 31 March 2014

37. A gentle reminder • For the most recent audits each Local Auditor is asked to: • Send to ISIS the Excel files of the audited fleet in order to be uploaded on the database together with the Road Map of each fleet operator audited in order to be attached online to the relevant fleet audit • Comments from partners on the proposed schedule towards the Final Evaluation Report are more than welcome! • A good evaluation process is critical to the project success – make sure you make time for it each month from now

38. Thank you! Mario Gualdi – Michela Fioretto mgualdi@isis-it.com – mfioretto@isis-it.com Istituto di Studi per l'Integrazione dei Sistemi Via Flaminia, 21 I-00196 Rome Italy Phone: +39.06.3212655 Mobile: +39.366.6455319 Web: www.isis-it.com