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
CHAPTER I
General provisions
Article 1
Subject matter and scope
Article 2
Definitions
Article 3
Objectives
CHAPTER II
Social Climate Plans
Article 4
Social Climate Plans
Article 5
Public consultation
Article 6
Content of Social Climate Plans
CHAPTER III
Support from the fund for Social Climate Plans
Article 7
Principles governing the Fund
Article 8
Eligible measures and investments to be included in the Social Climate Plans
Article 9
Pass-on of benefits to households, micro-enterprises and transport users
Article 10
Resources of the Fund
Article 11
Resources from and to shared management programmes and use of resources
Article 12
Implementation
Article 13
Additionality and complementary funding
Article 14
Maximum financial allocation
Article 15
National contribution to the estimated total costs
Article 16
Commission assessment
Article 17
Commission decision
Article 18
Amendment of Social Climate Plans
Article 19
Commitment of the financial allocation
Article 20
Rules on payments, suspension and termination of agreements regarding financial allocations
Article 21
Protection of the financial interests of the Union
CHAPTER IV
Complementarity, monitoring and evaluation
Article 22
Coordination and complementarity
Article 23
Information, communication and visibility
Article 24
Monitoring of implementation
Article 25
Transparency
Article 26
Social climate dialogue
CHAPTER V
Final provisions
Article 27
Evaluation and review of the Fund
Article 28
Amendment to Regulation (EU) 2021/1060
‘Article 26a
Resources transferred from the Social Climate Fund
Article 29
Entry into force
ANNEX I
METHODOLOGY FOR THE CALCULATION OF THE MAXIMUM FINANCIAL ALLOCATION FOR EACH MEMBER STATE UNDER THE FUND PURSUANT TO ARTICLE 14
ANNEX II
Maximum financial allocation for each Member State under the Fund pursuant to Articles 10 and 14
Maximum financial allocation per Member State |
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Member State |
Share as % of total |
TOTAL 2026-2032 (in EUR, current prices) |
|
Pursuant to Article 10(1), first and second subparagraphs |
Pursuant to Article 10(1), third subparagraph |
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Belgium |
2,55 |
1 659 606 425 |
1 394 069 397 |
Bulgaria |
3,85 |
2 499 490 282 |
2 099 571 836 |
Czechia |
2,40 |
1 562 617 717 |
1 312 598 882 |
Denmark |
0,50 |
324 991 338 |
272 992 724 |
Germany |
8,18 |
5 317 778 511 |
4 466 933 949 |
Estonia |
0,29 |
186 244 570 |
156 445 439 |
Ireland |
1,02 |
663 390 868 |
557 248 329 |
Greece |
5,52 |
3 586 843 608 |
3 012 948 631 |
Spain |
10,52 |
6 837 784 631 |
5 743 739 090 |
France |
11,19 |
7 276 283 944 |
6 112 078 513 |
Croatia |
1,94 |
1 263 071 899 |
1 060 980 395 |
Italy |
10,81 |
7 023 970 924 |
5 900 135 577 |
Cyprus |
0,20 |
131 205 466 |
110 212 591 |
Latvia |
0,71 |
463 676 528 |
389 488 284 |
Lithuania |
1,02 |
664 171 367 |
557 903 948 |
Luxembourg |
0,10 |
66 102 592 |
55 526 177 |
Hungary |
4,33 |
2 815 968 174 |
2 365 413 267 |
Malta |
0,07 |
45 500 000 |
38 220 000 |
Netherlands |
1,11 |
720 463 632 |
605 189 451 |
Austria |
0,89 |
578 936 189 |
486 306 399 |
Poland |
17,60 |
11 439 026 446 |
9 608 782 215 |
Portugal |
1,88 |
1 223 154 017 |
1 027 449 374 |
Romania |
9,25 |
6 012 677 290 |
5 050 648 923 |
Slovenia |
0,55 |
357 971 733 |
300 696 256 |
Slovakia |
2,35 |
1 530 553 074 |
1 285 664 582 |
Finland |
0,54 |
348 132 328 |
292 431 155 |
Sweden |
0,62 |
400 386 447 |
336 324 616 |
EU27 |
100 % |
65 000 000 000 |
54 600 000 000 |
ANNEX III
Key requirements for the Member State’s internal control system
ANNEX IV
Number |
Common indicator related to the Fund support |
Explanation |
Unit |
Buildings sector |
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Context indicators |
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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 |
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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 1 January 2030, into a nearly zero-energy building (b) as of 1 January 2030, into a zero-emission building) |
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 1 January 2030, into a nearly zero-energy building (b) as of 1 January 2030, into a zero-emission building) |
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 |
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Result indicators |
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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 |
Reduction in greenhouse gas emissions in the buildings sector triggered by measures and investments financed under the Fund. The emissions in the buildings sector are established as those covered by Chapter IVa of Directive 2003/87/EC (for the buildings sector, emission sources 1A4a and 1A4b, as established in the 2006 IPCC Guidelines for National Greenhouse Gas Inventories). |
ktCO2e |
13 |
Reduction of number of households in energy poverty |
Reduction of number of households in energy poverty as a result of measures and investments financed under the Fund. Member States concerned by Article 3(3), point (d), of Regulation (EU) 2018/1999 shall include, pursuant to Article 24, point (b) of that Regulation, in their integrated national energy and climate progress report quantitative information on the number of households in energy poverty. Member States may use and are not limited to the indicators available with the Statistical Office of the European Union (Eurostat) identified as relevant in Commission Recommendation (EU) 2020/1563 of 14 October 2020 on energy poverty(1), listed in the reporting template for integrated national energy and climate progress reports. The indicator does not count collective dwellings such as hospitals, care homes, prisons, military barracks, religious institutions, boarding houses, workers’ hostels, etc. |
% |
14 |
Savings in annual primary energy consumption |
The energy savings achieved shall be calculated, for this purpose, only on the basis of the financial support from the Fund. Member States shall report on the annual final/primary energy consumption reduction achieved among vulnerable households, people affected by energy poverty and, where applicable, people living in social housing pursuant to of the relevant provisions of the Directive of the European Parliament and of the Council on energy efficiency (recast) due to Fund support that is complementary to the Energy Efficiency National Fund under the relevant provisions of that Directive, including the support channelled through energy efficiency obligation schemes and alternative policy measures pursuant to the relevant provision of that Directive and including interventions made to comply with minimum energy performance standards pursuant to the relevant provisions of that Directive. |
MWh/year |
15 |
kWh/m2 (if total floor area is available) |
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16 |
Savings in annual final energy consumption |
The baseline refers to the annual final and primary energy consumption before the intervention, and the achieved value refers to the annual final and primary energy consumption for the year after the intervention. Energy savings in individual buildings shall be documented on the basis of Energy Performance Certificates or other criteria for determining the targeted or achieved energy savings set out in the relevant provision of the Directive of the European Parliament and of the Council on the energy performance of buildings (recast). |
kWh/m2 (if total floor area is available) |
17 |
MWh/year |
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Road transport sector |
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Context indicators |
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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 |
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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 (new or upgraded) for zero- and low- emission vehicles supported by measures and investments financed under the Fund, with an additional focus on remote areas. The terms ‘alternative fuel’, ‘recharging point’ and ‘refuelling point’ shall have the same meaning as the definitions of these terms in 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. The indicator shall be collected and reported separately for (i) recharging points; and (ii) refuelling points. As part of the latter, (iii) hydrogen refuelling points shall be reported separately. |
Number of refuelling and recharging points |
25 |
Reduced or free public transport tickets |
Number of users of public transport supported by measures and investments financed under the Fund. The indicator shall be collected and reported separately between (i) reduced; and (ii) free 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 |
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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 |
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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 |
Member States shall report on the reduction in greenhouse gas emissions in the road transport sector triggered by measures and investments financed under the Fund. The emissions in the road transport sector are defined as those covered by Chapter IVa of Directive 2003/87/EC (for the road transport sector, emission sources 1A3b as established in the 2006 IPCC Guidelines for National Greenhouse Gas Inventories). |
ktCO2e |
Micro-enterprises (both buildings and road transport sectors) |
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Context indicators |
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32 |
Number of vulnerable micro-enterprises |
In line with the definition in Article 2, point (11). |
Number of micro-enterprises |
Output indicators |
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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 |
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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 |
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Context indicators |
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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 |
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36 |
Number of vulnerable households and vulnerable transport users that have received temporary direct income support |
The indicator shall indicate the number of vulnerable households and vulnerable transport users that have received temporary direct income support, hence counting all final recipients of the temporary direct income support paid under the Fund. The indicator shall be collected and reported separately for vulnerable households and for the vulnerable transport users, in line with Article 2, points (10) and (12) and Article 4(3). |
Number of vulnerable households (unit: households) |
37 |
Number of vulnerable transport users (unit: households) |
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Result indicators |
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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) |
ANNEX V
Template for Social Climate Plans referred to in Article 6(7)
1. OVERVIEW AND PROCESS FOR ESTABLISHING THE SOCIAL CLIMATE PLAN
1.1. Executive summary
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 |
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Reduction of vulnerable households and vulnerable transport users (unit: households) |
CO2 emissions reduction |
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Buildings sector |
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Road Transport sector |
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Temporary direct income support |
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Technical assistance (Article 8(3)) |
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Contribution to the Technical Support Instrument (Article 11(3)) |
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Contribution to the Member State’s compartment in InvestEU (Article 11(3)) |
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1.2. Overview of current policy situation
1.3. Public consultation process
2. DESCRIPTION OF THE MEASURES AND INVESTMENTS, MILESTONES AND TARGETS
2.1. COMPONENT [1][2]: [buildings sector][transport sector]
(i) Description of the component
(ii) Description of the measures and investments of the component
(iii) Do no significant harm
(iv) Milestones, targets and timeline
Seq. number |
Measure/Investment name |
Milestone or Target |
Name of milestone/target |
Qualitative indicators (milestones) |
Quantitative indicators (targets) |
Timeline for achievement |
Description of each milestone and target |
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Unit of measure/investment |
Baseline |
Goal |
Quarter |
Year |
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(v) Financing and costs
(vi) Justification for benefitting entities other than vulnerable households, vulnerable micro-enterprises and vulnerable transport users (if applicable)
(vii) Estimated total costs of the component
Seq. number |
Related measure (measure or investment) |
Relevant time period |
Estimated costs for which funding from the Fund is requested |
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Total requested |
If available: split by year |
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From date |
To date |
Amount (mn EUR) |
2026 |
2027 |
2028 |
2029 |
2030 |
2031 |
2032 |
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(viii) Scenario in the event of a later start of the emissions trading system
2.2. COMPONENT [3]: direct income support
(i) Description of the component
(ii) Description of the measures of the component
(iii) Milestones and targets for direct income support measures
Seq. number |
Measure |
Milestone or Target |
Name of milestone/target |
Qualitative indicators (milestones) |
Quantitative indicators (targets) |
Timeline for achievement |
Description of each milestone and target |
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Unit of measure |
Baseline |
Goal |
Quarter |
Year |
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(iv) Justification for the measures
(v) Costs of the measures
(vi) Justification for benefitting entities other than vulnerable households and vulnerable transport users (if applicable)
(vii) Estimated cost of the Plan for temporary direct income support component.
Seq. number |
Type of support |
Relevant time period |
Estimated costs for which funding from the Fund is requested |
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Total requested |
If available: split by year |
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From date |
To date |
Amount (mn EUR) |
2026 |
2027 |
2028 |
2029 |
2030 |
2031 |
2032 |
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(viii) Scenario in the event of a later start of the emissions trading system
2.3. Technical assistance
2.4. Transfers to shared management programmes
2.5. Estimated total costs of the Plan
Total costs of Social Climate Plan |
Base case |
In case of Article 30k Directive 2003/87/EC |
ESTIMATED TOTAL COSTS OF THE PLAN, of which |
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 |
3. ANALYSIS AND OVERALL IMPACT
3.1. Definitions
3.2. Projected impact on vulnerable groups
3.3. Projected impact of the planned measures and investments
Component |
Description of the expected impacts of the component on: (mark include relevant quantitative indicators) |
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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) |
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Overall plan |
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Buildings sector |
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Road transport sector |
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Component |
Quantification of the impact (if available) i.e. % difference from policy neutral baseline |
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Short-term (3 years ahead) |
Medium-term (end of the plan) |
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Greenhouse gas emissions |
Households in energy poverty |
Households in transport poverty |
Greenhouse gas emissions |
Households in energy poverty |
Households in transport poverty |
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Overall plan |
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Buildings sector |
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Road transport sector |
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Component: direct income support |
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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 |