Annexes to COM(2022)231 - Amendment of Regulation (EU) 2021/241 as regards REPowerEU chapters in recovery and resilience plans and amending several Regulations, a Directive and a Decision

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ANNEX I

In Regulation (EU) 2021/241, the following Annex is inserted:

‘ANNEX IVa

This Annex sets out the methodology for calculating the allocation share of the resources in the form of additional non-repayable financial support under the Facility referred to in Article 21a(1) available for each Member State. The method takes into account, with regard to each Member State:

the population;

the inverse of the GDP per capita;

the gross fixed capital formation price deflator;

the share of fossil fuels in gross inland energy consumption.

To avoid excessive concentration of resources:

the inverse of the GDP per capita is capped at a maximum of 160 % of the Union weighted average;

the inverse of the GDP per capita is capped at a maximum of 55 % of the Union weighted average if the GDP per capita of the Member State concerned is above 130 % of EU-27 average;

a minimum allocation share is set at 0,15 %;

a maximum allocation share is set at 13,80 %.

The allocation key applied to the amount referred to in Article 21a(1), ρi is defined as follows:


where Member States i to z are the Member States benefitting from a minimum allocation share and Member States i to q are the Member States benefitting from a maximum allocation share.

where

where and and ,

where for Member States i with and

for Member States i with

Defining (1):

popi,2021 as the 2021 total population in Member State i;

popEU,2021 as the 2021 total population in the EU-27 Member States;

as the 2021 weighted average of the nominal GDP per capita of the EU-27 Member States;

as the 2021 nominal GDP per capita of Member State i;

FFGICi,2020 as the 2020 share of fossil fuels in gross inland energy consumption of Member State i;

FFGICEU,2020 as the 2020 weighted average share of fossil fuels in gross inland energy consumption of the EU-27 Member States;

as the ratio of 2022 Q2 gross fixed capital formation price index (implicit deflator, 2015=100, national currency, seasonally and calendar adjusted data) of Member State i and 2021 Q2 Gross fixed capital formation price index (implicit deflator, 2015=100, national currency, seasonally and calendar adjusted data) of Member State i;

as the ratio of 2022 Q2 gross fixed capital formation price index (implicit deflator, 2015=100, national currency, seasonally and calendar adjusted data) of the EU-27 aggregate and 2021 Q2 gross fixed capital formation price index (implicit deflator, 2015=100, national currency, seasonally and calendar adjusted data) of the EU-27 aggregate.

The application of the methodology to the amount referred to in Article 21a(1) will result in the following share and amount per Member State:

Member StateShare as % of totalAmount (in EUR 1 000 , current prices)
Belgium1,41  %282 139
Bulgaria2,40  %480 047
Czechia3,41  %681 565
Denmark0,65  %130 911
Germany10,45  %2 089 555
Estonia0,42  %83 423
Ireland0,45  %89 598
Greece3,85  %769 222
Spain12,93  %2 586 147
France11,60  %2 320 955
Croatia1,35  %269 441
Italy13,80  %2 760 000
Cyprus0,26  %52 487
Latvia0,62  %123 983
Lithuania0,97  %194 020
Luxembourg0,15  %30 000
Hungary3,51  %701 565
Malta0,15  %30 000
Netherlands2,28  %455 042
Austria1,05  %210 620
Poland13,80  %2 760 000
Portugal3,52  %704 420
Romania7,00  %1 399 326
Slovenia0,58  %116 910
Slovakia1,83  %366 959
Finland0,56  %112 936
Sweden0,99  %198 727
EU27100,00  %20 000 000

’.


(1) All data in this Regulation is from Eurostat. Cut-off date 20 September 2022 for historical data used for the application of the allocation key in this annex. Fossil fuels include solid fossil fuels, manufactured gases, peat and peat products, oil shale and oil sands, oil and petroleum products (excluding biofuel portion), natural gas and non-renewable waste.



ANNEX II

Annex V of Regulation (EU) 2021/241 is amended as follows:

(1)In section 2, point 2.5, the first subparagraph is replaced by the following:

‘2.5.The recovery and resilience plan contains measures that effectively contribute to the green transition, including biodiversity, or to addressing the challenges resulting therefrom, that account for an amount which represents at least 37 % of the recovery and resilience plan’s total allocation and such measures in the REPowerEU chapter account for an amount which represents at least 37 % of the total estimated costs of the measures in the REPowerEU chapter, based on the methodology for climate tracking set out in Annex VI; that methodology shall be used accordingly for measures that cannot be directly assigned to an intervention field listed in Annex VI; the coefficients for support for the climate objectives may be increased up to a total amount of 3 % of the allocation of the recovery and resilience plan for individual investments to take account of accompanying reform measures that credibly increase their impact on the climate objectives, subject to the agreement of the Commission.’;

(2)in section 2, the following points are added:

‘2.12.The measures referred to in Article 21c are expected to effectively contribute to energy security, the diversification of the Union’s energy supply, an increase in the uptake of renewables and in energy efficiency, an increase of energy storage capacities or the necessary reduction of dependence on fossil fuels before 2030.

When assessing the measures referred to in Article 21c under this criterion, the Commission shall take into account the specific challenges and the additional funding under the Facility available to the Member State concerned. The Commission shall also take into account the following elements:

Scope

the implementation of the envisaged measures is expected to effectively contribute to the improvement of energy infrastructure and facilities to meet immediate security of supply needs for gas, including liquified natural gas, or oil where the derogation under Article 21c(3), point (a), applies, notably to enable diversification of supply in the interest of the Union as a whole;

or

the implementation of the envisaged measures is expected to effectively contribute to boosting energy efficiency in buildings and critical energy infrastructure, decarbonising industry, increasing production and uptake of sustainable biomethane and of renewable or fossil-free hydrogen, and increasing the share and accelerating the deployment of renewable energy;

or

the implementation of the envisaged measures is expected to effectively contribute to addressing energy poverty and, where relevant, give adequate priority to the needs of those affected by energy poverty as well as to the reduction of vulnerabilities during the coming winter seasons;

or

the implementation of the envisaged measures is expected to effectively contribute to incentivising reduction of energy demand;

or

the implementation of the envisaged measures is expected to address internal and cross-border energy transmission and distribution bottlenecks, supporting electricity storage and accelerating the integration of renewable energy sources, and supporting zero emission transport and its infrastructure, including railways;

or

the implementation of the envisaged measures is expected to effectively contribute to supporting the objectives set out in Article 21c(3), points (a) to (e), through an accelerated requalification of the workforce towards green and related digital skills, as well as support of the value chains in critical raw materials and technologies linked to the green transition;

and

the envisaged measures are coherent with the efforts of the Member State concerned to achieve the objectives set out in Article 21c(3), taking into account the measures included in the already adopted Council implementing decision, as well as other nationally funded and Union-funded complementary or accompanying measures to the objectives set out in Article 21c(3).

Rating

A – to a large extent

B – to a moderate extent

C – to a small extent

2.13.The measures referred to in Article 21c are expected to have a cross-border or multi-country dimension or effect.

The Commission shall take into account the following elements for the assessment under this criterion:

Scope

the implementation at the national level of the envisaged measures is expected to contribute to securing energy supply in the Union as a whole, including by addressing challenges identified in the Commission’s most recent needs assessment, in line with the objectives set out in Article 21c(3), taking into account the financial contribution available to the Member State concerned and its geographical position;

or

the implementation of the envisaged measures is expected to contribute to reducing dependency on fossil fuels and to reducing energy demand.

Rating

A – to a large extent

B – to a moderate extent

C – to a small extent’;

(3)Section 3 is amended as follows:

(a)the indent that reads ‘— an A for criteria 2.2, 2.3, 2.5 and 2.6’ is replaced by ‘— an A for criteria 2.2, 2.3, 2.5, 2.6 and 2.12’;

(b)the indent that reads ‘— not an A in criteria 2.2, 2.3, 2.5 and 2.6’ is replaced by ‘— not an A in criteria 2.2, 2.3, 2.5, 2.6 and 2.12’.



ANNEX III

Annex V of Regulation (EU) 2021/1060 is amended as follows:

(1)the text under point 3 is replaced by the following:

‘Reference: points (g)(i), (ii) and (iii) of Article 22(3), Article 112(1), (2) and (3), and Articles 14, 26 and 26a CPR’;

(2)point 3.1 is amended as follows:

(a)The first paragraph and unnumbered table are replaced by the following:

‘3.1Transfers and contributions (*1)

Reference: Articles 14, 26, 26a and 27 CPR

Programme amendment related to
contribution to InvestEU
transfer to instruments under direct or indirect management
transfer between ERDF, ESF+, Cohesion Fund or to another Fund or Funds
Funds contributing to the objectives set out in Article 21c(3) of Regulation (EU) 2021/241 (*2)

(*1)  Applicable only to programme amendments in accordance with Articles 14, 26 and 26a, except for complementary transfers to the JTF in accordance with Article 27 CPR. Transfers shall not affect the annual breakdown of financial appropriations at the MFF level for a Member State."

(b)the following table is inserted after table 17B:

‘Table 21: Resources contributing to the objectives set out in Article 21c(3) of Regulation (EU) 2021/241

FundCategory of region202220232024202520262027Total
ERDFMore developed
Transition
Less developed
Total
ESF+More developed
Transition
Less developed
Total
Cohesion FundN/A’
Total



(*1)  Applicable only to programme amendments in accordance with Articles 14, 26 and 26a, except for complementary transfers to the JTF in accordance with Article 27 CPR. Transfers shall not affect the annual breakdown of financial appropriations at the MFF level for a Member State.