Grant Details

Grant Analysis

Purpose & Target

Grant Purpose and Target This grant, known as the 'Bundesförderung für Energie- und Ressourceneffizienz in der Wirtschaft (Zuschuss) – Förderung von Transformationsplänen (Modul 5),' aims to support German businesses in their efforts to increase energy and resource efficiency and reduce greenhouse gas emissions. Specifically, Module 5 focuses on funding the creation of transformation plans to help companies achieve greenhouse gas neutrality through strategic investment projects.
  • Core Objective: To empower German companies to develop comprehensive strategies (transformation plans) for enhancing energy and resource efficiency and significantly reducing their greenhouse gas emissions.
  • Target Recipients: This grant is designed for companies (Unternehmen) of all sizes based in Germany. No specific size limitations are mentioned, making it accessible to startups, SMEs, and larger enterprises.
  • Sector Focus: This is a SECTOR-AGNOSTIC grant. While the focus is on energy and resource efficiency, which are critical in many industries, it is not restricted to a single sector. Businesses across various economic activities are encouraged to apply if their projects align with the grant's objectives.
  • Geographic Scope: The grant is applicable nationwide (bundesweit) within Germany. Projects and applicant organizations must be located within Germany.
  • Key Filtering Criteria for Initial Screening: Your business should be a German company actively planning or needing to develop a strategic transformation plan focused on achieving greenhouse gas neutrality and improving energy/resource efficiency. The application must be submitted before you start the actual project.
  • Grant Frequency and Program Context: This grant is part of a larger, ongoing federal funding program. It is a recurring opportunity, available until the end of 2028, indicating a long-term commitment to these goals within the German economy.

Financial Structure

Financial Structure This grant provides financial support to eligible companies, but specific budget details for Module 5 are not provided in the current materials. Here's what we know:
  • Funding Type: The support can be provided in two forms:
    • A direct grant (Zuschuss), which is typically non-repayable funding.
    • A redemption subsidy (Tilgungszuschuss), which is linked to a low-interest loan (zinsverbilligter Kredit) from the KfW (Kreditanstalt für Wiederaufbau) bank. This means a portion of your loan principal could be forgiven.
  • Budget Range and Limitations: No minimum or maximum funding amounts are specified for individual projects under Module 5. You should likely propose a budget that is reasonable and justifiable for the development of your transformation plan.
  • Eligible Costs: The grant explicitly supports the creation of a transformation plan (Erstellung eines Transformationsplänen) that focuses on implementing investment projects towards greenhouse gas neutrality. Costs directly related to developing this plan would be eligible.
  • Ineligible Costs: No specific ineligible costs are listed.
  • Matching Fund/Co-financing Requirements: While not explicitly stated as a matching fund requirement, the option of a redemption subsidy tied to a KfW loan implies that applicants may need to secure a loan or provide other forms of financing for the overall investment project that the transformation plan will guide. The grant itself directly covers the cost of the plan's creation.
  • Payment Schedule and Mechanisms: The mechanism depends on whether you choose the direct grant or the redemption subsidy/KfW loan combination. Details on payment schedules (e.g., upfront, milestone-based) are not specified.

Eligibility Requirements

Eligibility Requirements To be eligible for this grant, your business must meet the following non-negotiable criteria:
  • Organization Type: You must be an 'Unternehmen' (company). This term generally refers to commercial businesses, including small, medium, and large enterprises. No specific legal form or employee count is defined, suggesting broad applicability to businesses of various structures.
  • Geographic Location: Your company and the planned measures for the transformation plan must be located and implemented nationwide in Germany (bundesweit).
  • Application Timing: It is crucial that your application for this grant is submitted before the start of the measure (Antragstellung ist vor Beginn der Maßnahme notwendig). This means you cannot apply for activities that have already commenced.
  • Project Focus: The core of your project must involve the creation of a transformation plan (Transformationsplan). This plan should specifically outline how your company intends to implement investment projects to achieve greenhouse gas neutrality and enhance energy and resource efficiency.

Application Process

Application Practical Information Applying for this grant requires careful attention to deadlines and procedures:
  • Application Deadline: Applications are continuously accepted until December 31, 2028. However, it is a hard requirement that your application must be submitted before the start of the planned measure (i.e., before you begin developing your transformation plan).
  • Application Procedure and Steps: The primary contact for application and information regarding transformation plans (Module 5) is VDI/VDE Innovation + Technik GmbH. Further information is also available through BAFA (Bundesamt für Wirtschaft und Ausfuhrkontrolle). You will need to apply through their specified channels.
  • Required Documentation and Materials: The exact list of required documents is not detailed in the provided information. However, given it's a federal funding program, expect to submit a comprehensive proposal, including details about your company, the proposed transformation plan, project objectives, and budget. References to a 'Förderrichtlinie' (funding guideline) and 'Merkblatt' (information sheet) suggest detailed guidelines will be available through the official channels.
  • Support Offered: The primary support is financial, either as a direct grant or a redemption subsidy linked to a low-interest KfW loan. Beyond funding, the VDI/VDE Innovation + Technik GmbH acts as a project managing agency, implying administrative and possibly guidance support.
  • Project Implementation Timeline: The grant explicitly states that the application must precede the project start. The duration of the transformation plan development is not specified, but the overall program runs until 2028.

Evaluation Criteria

Evaluation Criteria Specific evaluation criteria and a scoring system for this grant module were not explicitly detailed in the provided grant information. Therefore, potential applicants should focus on clearly demonstrating how their proposed transformation plan directly contributes to the grant's primary objectives:
  • Clear Contribution to Objectives: How effectively does your proposed transformation plan aim to increase energy efficiency, optimize resource use, and reduce greenhouse gas emissions?
  • Pathway to Greenhouse Gas Neutrality: Does your plan clearly articulate a path towards achieving greenhouse gas neutrality through specific investment projects?
  • Project Quality: While not specified, a well-structured, realistic, and comprehensive transformation plan is likely to be favored.
  • Alignment with Funder Priorities: Ensure your project strongly aligns with the overarching goals of the 'Bundesförderung für Energie- und Ressourceneffizienz in der Wirtschaft' program, which emphasizes sustainability and decarbonization in the German economy.

Compliance & Special Requirements

Compliance and Special Requirements Applicants for this grant must adhere to specific regulatory frameworks and should be aware of unique aspects of this funding opportunity:
  • Regulatory Compliance: Your application and project implementation must comply with the funding guideline ('Förderrichtlinie') issued by the Bundesministerium für Wirtschaft und Klimaschutz (BMWK) on January 25, 2024. Additionally, an official information sheet ('BAFA-Merkblatt') regarding the federal funding for energy and resource efficiency in business provides further compliance details.
  • Ethical Standards and Requirements: Not explicitly mentioned, but adherence to general German and EU ethical standards for public funding is expected.
  • Environmental Compliance: The core objective of the grant is environmental improvement (energy/resource efficiency, GHG reduction), implying that all proposed activities must comply with relevant environmental regulations.
  • Data Protection and Privacy: While not specifically detailed for the grant, general data protection regulations (like GDPR in the EU) apply to any information submitted during the application process.
  • Unique Aspects/Strategic Opportunities:
    • Focus on Transformation Plans: This module specifically funds the strategic planning phase (creation of transformation plans) rather than directly funding investment projects. This is a unique opportunity for companies to develop a clear roadmap towards decarbonization and efficiency before committing to large-scale investments.
    • Dual Funding Mechanism: The flexibility to choose between a direct grant or a redemption subsidy combined with a low-interest KfW loan offers financial adaptability based on your company's needs and investment strategy.
    • Part of a Broader Federal Program: Module 5 is integrated into the larger 'Bundesförderung für Energie- und Ressourceneffizienz in der Wirtschaft' program, which includes other modules for various energy efficiency measures. This indicates a consistent government priority and potential for future related funding.
    • Long-Term Vision: The grant's emphasis on greenhouse gas neutrality aligns with Germany's long-term climate goals, providing strategic value beyond immediate financial support.

Grant Details

energy efficiency resource efficiency greenhouse gas reduction climate change decarbonization transformation plan business germany federal funding grant loan kfw bafa sustainable development clean energy industrial sustainability unternehmen
Bundesförderung für Energie- und Ressourceneffizienz in der Wirtschaft (Zuschuss) – Förderung von Transformationsplänen (Modul 5)
Modul 5
Bundesförderung für Energie- und Ressourceneffizienz in der Wirtschaft
ENTERPRISE SME
DE
ENERGY ENVIRONMENT MANUFACTURING OTHER
DEVELOPMENT
OTHER
SDG7 SDG9 SDG12 SDG13
FUNDING CAPACITY_BUILDING
None
None
None
None
EUR
None
Dec. 31, 2028, 10:59 p.m.
None