Guidance hub

Guidance hub

This comprehensive framework offers a step-by-step guidance for Energy community leaders and experts to successfully initiate, design, implement, and operate an Energy community.

1. Initiation

The initiation phase allows promoters to become acquainted with the fundamentals of Energy Communities, gain insights from existing cases, and receive support in establishing their initial development concept.

You are just a few clicks away from understanding the basics of Energy Communities!

1.1. What is an Energy Community? Explore fundamentals

To create an energy community, it is fundamental to get familiar with the concepts of such initiative.

The user will get understandings and differentiate between   what an Energy Community is and what is not and will get as well clarifications on its most relevant concepts.

1.1.1. Energy Community Glossary

Terms and Concepts: essential terminology to empower your energy initiative!

1.1.2. LIFE BECKON Video on EC concepts

Description of core characteristics and benefits of EC.

1.2. Examples of Energy Communities: Get inspired to aspire

Draw inspiration from existing energy community initiatives and aim to establish your own!

Access to various web databases providing examples of ECs is available. Many of these databases specialize in particular types of ECs, such as rural instances, social housing, islands, and more.

Moreover, identifying and reaching out to counterparts in similar geographic regions could foster future collaborations among ECs and facilitate mutual support.

1.3. Build up your initial idea- Wrap up your ideas and jump to the next stage

Creating a summary document that outlines the initial concepts suggested by the promoters’ group is a practical approach to begin discussions and establish preliminary agreements for the formation of the energy community. This document should cover essential elements such as the long-term vision, short and mid-term objectives, planned energy activities, and prospective participants. Moreover, it will aid in communicating and engaging with other important stakeholders like public administrators and potential investors, thus increasing their participation in the project.

2. Design: Make a detailed Define a business plan: Funding, technology, costs & benefits

The design phase will allow users to develop a comprehensive and explicit business plan for the energy community, incorporating all the relevant elements, while also ensuring the active involvement of all stakeholders concerned.

2.1. Engagement and communication

Tools for active collaboration, co-creation and governance: energy communities are fundamentally based on the active participation of all stakeholders.

This process requires:

  • Tools and methods for collective discussion and decision-making within the energy community. These tools aid in the co-creation and determination of the EC’s key elements.
  • Appropriate engagement activities to attract and involve the correct stakeholders in the project, including future partners and customers of the EC, financiers, and local public administration.
  • Mechanisms to ensure the stakeholders’ active participation, both in the design phase and in the future governance structure of the EC.

Subsequently, some pertinent documents that promote methods and tools for the collective definition of the energy community and the engagement strategies will be presented.

2.2. Create your Business Plan: Develop your business plan from Beckon’s template! 

The advancement of an energy community largely hinges on the creation of a sound and coherent business plan. This plan must take into account the fundamental topics of an energy community and outline the principal decisions and agreements established via participatory processes.

To formulate your business plan, the LIFE BECKON Business Plan template offers step-by-step instructions, providing brief explanations of the anticipated inputs for each section, along with suggested support materials available on the platform.

2.3. Examples of Business Plans

The LIFE BECKON business plan template is not the sole resource available! You can also consult the various documents and guidelines provided in this section for additional support in crafting your business plan. Feel free to choose the material that best fits your requirements:

2.4. Business Plan support material

In order to support the creation of the different sections of a business plan, a collection of tools, templates, and documents is provided in this section for reference.

2.4.1. Legal and Regulatory context:  General overview of the legal & regulatory context in Europe, with a specific focus on Bulgaria, Denmark and Spain.

2.4.2. Selection of Type of Legal Entity: Describe your energy community by defining its type of legal entity and potential activities.

This section helps describing the energy community by defining the types of legal entities and the potential activities of the EC:

2.4.3. Potential activities of ECs: Discover the range of activities that an energy community may undertake and leverage the most in your case!

2.4.4. Financing Models for ECs: Learn how to finance your energy community via our selection of documents.

This section offers several documents addressing the way Energy Communities could be financed:

2.4.5. Idendification of Support Programs: Your gate for the energy community programs and the solar PV installations. 

These resources summarizes programs for ECs as well as for solar PV installations:

2.4.6. Feasibility of the Project: Calculate the feasibility of your energy community via selection of tools assembled for you!

Following resources facilitates tools for calculating the feasibility of the ECs:

2.4.7. Evaluation: Secure the techno economic feasibility of your energy community, and identify the strengths and weaknesses, among other topics.

Identify your strengths and weaknesses:

3. Implementation: Define statutes and install infrastructure – make your project real!

The implementation phase will allow users to formally establish their energy communities, including the generation of all essential official documents for the entities and the contracting of all necessary services and products through a procurement process.

3.1. Statutes and constitution: Create your statutes, constitute your energy community.

This section helps create the legal entity and provides examples of statutes and funding acts. It is important to note that each Member State has different legal requirements for these legal entities.  Still, most of them will have similar structures and conditions.

3.2. Support for Procurement: Acquire your assets with no obstacles.

Implementing clear and transparent procurement procedures is crucial for engaging high-quality service providers in the energy community.

These procedures should cover the management and operation of the legal entity, including roles such as managers, software providers, and legal advisors, and should also extend to energy projects, involving engineers, project development, as well as operation and maintenance services.

4. Operation: Maintain & improve your energy community – Explore new opportunities.

Once the energy community is established, it is crucial to ensure the proper functioning of the legal entity and the energy projects developed by the EC.

It is important to remember that many energy community projects fail in the initial years of operation! To prevent this, having the appropriate tools for operation and preparing for potential changes within the energy community is essential. It will be also crucial to decide whether you need or not external support for the operation of the EC, either in the operation of the legal entity (payments, meetings, etc) or in the technical operation of the installations (generation consumption monitoring, energy pricing, , etc.

4.1. Plan the operation of the energy community: An EC’s operation plan considers legal and project developments.

The operation plan of an energy community should take into consideration the developments on the legal entity as well as on the energy projects. At the energy community level, the yearly financial results of the energy community will need to be tracked.

The operation and maintenance of the energy projects. The LIFE BECKON project offers tools and materials to support  Solar Collective Self Consumption project maintenance and financial outlook.

4.1.1.1. Technical operation and maintenance

Manual of O&M for PV plants is a document that provides comprehensive guidelines for operating a solar energy community, covering legal requirements, operation plans, maintenance schedules, personnel roles and responsibilities, monitoring and control systems, safety procedures, and other key aspects of community management.

 

4.1.1.2. Template Financial Balance Sheet: Simplified template including the incomes and expenditures at project level.

4.2. Modification and termination:  The EC is a dynamic project, with potential changes in projects and participant integration or exit.

The energy community is an ongoing project, subject to potential modifications in the projects under development and the integration or departure of participants. Consequently, it is crucial to anticipate possible new scenarios and prepare accordingly, including planning for various contingencies and adapting governance structures to changes. Subsequently, a document will be presented that takes into account these changes and even the possibility of the project’s termination.

4.2.1.1. Modification and termination guidelines: Are you going to experience changes in the EC? This document provides Iinstructions addressing different situations: enter/exit of participants, ampliation of installations, etc.