Map scientific methodologies.pdf

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The sole responsibility or the content o this publication lies with the authors. It does not necessarily reect the opiniono the European Union.

Neither the EACI nor the European Commission are responsible or any use that may be made o the inormationcontained therein.

AFTERSCIENTIFICMETHODOLOGY


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summary

summary p3

maPPING p4AFTER defnitions p5Mapping AFTER Scientifc methodology p6

TyPOLOGIEs p9Introduction p12WP3: Operating Management p13WP4: Running Maintenance p17WP5: Replacement o systems p21WP6: Recently reurbished buildings p25WP7: Low-energy buildings p29

INVENTOry p32Data collection process + Inventory p34Factsheet p45

HaNDBOOK p48Summary p50Introduction p52General remarks p54Energy Saving Measures ID p56Indicators or economic perormance

assessment on common measuring units p59Indicators or energy perormanceassessment on common measuring units p62Indicators or energy awarenessassessment on common measuring units p68Tips regarding the implementationo the ESM p71Annex A p73Annex B p76Annex C p78Annex D p79

rETrOCOmmIssIONING p82Content p83

Introduction to the AFTERRetrocommissioning p86What is Retrocommissioning? p87Main steps o the Retrocommissioning p91Tool p93Retrocommissioning step-by-step p94

COmmON EVaLuaTION PrOTOCOL p116Content p119Introduction p120Tool p129

Energy efciency measurement protocol p130Tenants survey p146


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OPTImIZED Esm

Esm Eneg sving mee

is implemented in order to improve the energy consumption o abuilding and related to heating aspects, warm water or electric poeringor heating equipments.

its impacts can eventually be monitored and evaluated regarding kWhand heating energy costs.

can be optimized/inuenced/present a potential to be improved.

respect the time line presented below.

OPTImIZaTION Optiiztion

is related to an ESM which show potential o improvement

this potential can concern the 3 ollowing objectives:- improve the economic model o the ESM.- enhance the energy efciency.- increase the social perormance and the reception o the ESM by tenants.)

can lead to several types o actions:- management & strategic decision- technical intervention (control, maintenance, replacement)- increase the social perormance and the reception o the ESM by tenants.

Optiized Esmis the defnitive version o the original ESM corrected with the optimizationleads and tested during the implementation phase

TImE LINE Tie line

IMPLEMENTATIONEsm

OPTImIZaTION FINDING AND IMPLEMENTATION

OPTImIZED Esm

beoe te

rCx ipleenttion

teting phe

maPPINGAFTER DEFINITIONS


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maPPINGAFTER SCIENTIFIC METHODOLOGY

The aFTEr poject develop copletecientic ethodolog in ode to optiizeEneg sving mee ipleentedwithin the socil Hoing stock.Thi scientic ethodolog ticlteconceptl tool nd epoting ot.

The conceptl tool will dene coonewok o nlzing nd identiingthe Esm elted to ngeent ndintennce in the hoing tock. Theetool will led the sHO in the electionpoce o the ot elevnt Esm nd thei

optiiztion ggetion.The epoting ot will peentthe elt highlighted thnk to theethodologicl tool o the poject.Thi docent peent ctogphhowing the poce nd the link betweenthe dieent ethodologicl docent othe aFTEr poject.

AFTER methodological process is built on severalcomplementary documents that design a globalassessment ramework.

The main objective is to obtain several flters aiming atselecting 18 Pilot ESMs (with optimization suggestions)on 18 Pilot Sites. AFTERs fnal ambition is to testsome optimization solutions that can be applied onPilot buildings having received some energy savingeorts during the last 5 years.In order to accomplish this aim, AFTER settles aniterative process. This process consists in looking backat a building in order to see what can be improved ateran existing improvement. Thereo, AFTER methodologyis organized step-by-step on dierent scientifc tools.

OVErVIEW OF THE mETHODOLOGICaL DOCumENTsaND rEPOrTING FOrmaTs -PHasE 1: INVENTOry aND PILOT EsmIDENTIFICaTION

The Qetionnie aims at soliciting the SHOs in orderto identiy what ESMs have been implemented on theirhousing stock during the last 5 years.The Questionnaire is a frst approach or the SHOs, afrst search in the past histoy o the energy efciencyeorts implemented within their housing stock.

In order to structure this identifcation, Scientifcpartners develop a typology list or every WorkPackage. This Tpolog lit will be used as adictionnary o what can be defned as a potentialEnergy Saving Measure related to the managementand maintenance o buildings.The typlogy list oers a complete overview o the typeso ESMs linked with the operating management (WP3),the running maintenance (WP4) and the replacemento the systems (WP5). This overview is precisedregarding the specifc cases o the recently reurbishedbuildings (WP6) and the recent low-energy buildings(WP7).

The ESMs collected by the SHOs are reported with


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corresponding data in the Invento, which is thefrst data basis o the AFTER Project.This Inventoryis structured thanks to a ramework developed andprecised in the Hndbook o the project.The Handbook will be used during the whole project. Itproposes common defnitions regarding the indicatorsused in the project. The ESMs description in theInventory ollows the structure o the Handbook.A Frequently Asked Questions (FaQ) fle has beencreated in order to collect the dierent questions othe partners and to insert a common answer in theHandbook.

The most relevant ESMs tested are reported ina synthesis: the epot on the ot innovtiveee.

This report highlights relevant ESMs to improveregarding the management and the maintenance othe social housing stock. The report is completed withthe Factsheets, presenting a simple description o theseveral ESMs collected during the Inventory process.These ESMs are completed with data and can be usedas a catalogue o existing experiences or the partnersand the dissemination o the project toward otherSocial Housing Organizations.Top-ten lit have been created by the partners inorder to identiy priorities and to optimize prioritytopics. Knowledge and experience o the partners have

been useul to provide these lists.Thanks to the identifcation o these priorities, SocialHousing Organizations select 18 Pilot ESMs on 18 PilotSites that will have to be optimized during the secondphase o the project.

These couples o Pilot ESMs and Pilot Sites will be thecore o the AFTER Project: they are the laboratory orthe second phase o the project.

OVErVIEW OF THE mETHODOLOGICaL DOCumENTsaND rEPOrTING FOrmaTs -PHasE 2: OPTImIZaTION OF THE PILOT Esm.

Pilot ESMs and Pilot Sites will be then analyzed in

order to identiy possible optimization solutions inorder to improve their energy efciency.

A reto-coiioning (rCx) Invetigtion Pln isimplemented on every Pilot Site in order to identiypotential defciencies o the building.The RCx process is defned as the systematic,documented process that identifes low-costoperational and maintenance improvements in existingbuildings and brings the buildings up to the designintentions o its current usage..

In the AFTER Project the RCx IP implementation willmainly consist in a crossed analysis o the buildingsshared by the scientifc partners and the SocialHousing Organizations. This RCx IP is based both on

the data analysis o the building and on one on-feldobservation. The RCx IP oers a process to identiythe dierent signals that a building can send to anobserver about its energy efciency.RCx IP is a voluntary process that implies a knowledgeo the building, its documentation and thea special attention to its main actors (tenants,caretakers, service providers, maintenance sta o theSHO, etc...).

The RCx and the involvement o the dierent partnerswill allow to identiy the optimization solutions and

adjustments that will be assessed during the secondphase (the implementation and testing phase) o theAFTER Project.

Once these optimization solutions have been identifedthey will be tested on Pilot Sites.The Coon Evltion Potocol o teting live onPilot site will lead the implementation process anddescribe the methodology adapted to settle and testoptimization suggestions on Pilot sites.The Common Evaluation Protocol is divided intotwo complementary ormats: a guideline that willpropose a general ramework and process or allthe participating SHOs and an Excel Matrix that willadapt this protocol to the characteristics o everyoptimization solution tested.


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The Common Evaluation Protocol presents a generalprocess adapted to every Energy Saving Measures:the ramework adapts the general lines o the

IPMVP protocol to the AFTER project. This CommonEvaluation Protocol will be then completed regardingthe characteristics o every tested ESM.

The Excel mtix will allow the scientifc and thepartners to signal the suggested optimization solutionand to speciy the testing protocol that will help toollow its implementation and to prepare its reportingor the last phase o the project.

------------------

The aached SCHEME presents the links between thedierent steps and methodological documents produced

within the frame of the AFTER project.

% % % %

TyPOLOGIEs

aTa COLLECTION

HaNDBOOK FaCTsHEETs PILOT mEasurEs

PILOT sITEs

rCx PrOCEss

EVaLuaTION PrOTOCOL

TENaNTs surVEy

FaCTsHEETs V.2


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HaNDBOOK

COmmONEVaLuaTIONPrOTOCOL

Esm maTrIX

rETrOCOmmIssIONINGINVEsTIGaTION

PLaN

QuEsTIONNaIrE

TyPOLOGyLIsT

INVENTOry

PILOT sITEs

PILOT mEasurEs

% % % %

rEPOrT ONTHE mOsT

INNOVaTIVEmEasurEs

FaCTsHEETs

TOP-10 LIsTs

OPTImIZaTION sOLuTION

FaQ

oe ewok deningthe tpe o Esm inclded in eve WP.

oe coon ewokto dene dt nd to epot Esm.

epot the ot elevntee o thepoject.

peent poce to highlightdeciencie in one bilding nd togget optiiztion.

peent coonpoce to ethe optiiztion

o the Esm.

peci the toolegdingchcteitico the Esm.


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TyPOLOGIEs


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TyPOLOGyINTRODUCTION

The typology list presents potential ESMs to include

within the AFTER project.For every Work Package, scientifc leaders presentboth:

- a general overview o the WP and its contentidentiying the systems and equipmentimpacted by a measure.

- proposals or Energy Saving Measures relatedto the systems

The typology list presents a diversity o energy savingmeasures included in AFTER. Its objective is to helpparticipants to identiy what are their experiences,with a common ramework and vocabulary.

The typology list provides an adapted and contextualtranslation o the global methodology or the 5types o ESMs connecting them with the impactassessment ramework presented in the AFTERHandbook.

The aFTEr Tpolog lit povide

ewok to identi nd e Enegsving mee elted to the ngeentnd intennce o the hoing tock.The Tpolog lit give n oveview o thepotentil invetent to ipove the enegecienc in the bilding. Esm nd eltedindicto e povided o eve Wokpckge.

WP3: OPEraTING maNaGEmENT

WP4: ruNNING maINTENaNCE

WP5: rEPLaCEmENT OF sysTEms

WP6: rECENTLy rEFurBIsHED BuILDINGs

WP7: rECENT LOW ENErGy BuILDINGs


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TyPOLOGyWP3 OPERATING MANAGEMENT

WP3 Opeting mngeent i peciclldedicted to E.s.m. elted to the opetingngeent o the hoing tock b thes.H.O. It oce on the ipoveent o thecontctl ewok o the opetingngeent.

The scope o the WP 3 investigates two dimensionswith two dierent kinds o stakeholders:

1. The contractual relations with the heatingproviders and the acility management companies:These contractual ESM can present dierent orms,AFTER will evaluate the perormance o the mostrecent and the most practiced (e.g.: contract withheating systems maintenance companies including aproft-sharing scheme i contractual energy savingsobjectives are reached, energy perormance contractwith third party fnancing to fnance energy savingsinvestments,)

2. The contractual relations with the end customer

(the tenants or the inhabitants) and the energyawareness ESM activities which should beimplemented to secure these contractual relationsIn most o the E.U. countries, new legislationsare adopted which authorize the sharing o theinvestment costs between the tenants and the SHOwhen a signifcant upgrade o the energy efciency isfnanced. The contractual relations with the tenantsare changing. Some management problems arearising notwithstanding how to guarantee in thecontract the energy perormance co-fnanced bythe end-users and how these guarantees shouldbe associated with the implementation o Energy

Awareness Measures.Most o these measures have been identifed inthe rame o the IEE BeawareE project serviceinventory(Campaigns, Consulting or the housingsector, Empowerment, Energy inormation, Energymonitoring, Exhibitions and events, Face to aceadvice, Financing and consultation, Low costincentives, Training orums, Web tools) but neithertheir efciency on the long term nor the link with therent contract has been studied in detail.

Corresponding ICT solutions to improve the energy

awareness o the end customers and/or theperormance o the operating subcontractors willbe studied i their use is a consequence o the ESM(e.g. the monthly invoicing o the customers energyconsumptions).


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ENERGYINFORMATIO

N

energy campaign

toward tenants

energy campain

for caretakers

CAMPAINS/EVENTS

ENERGY MANAGEMENT

WP3

tenant education

tenant handbook

tenant information

subcontractor

education

personal advising

cost information

energy monitoring

web tools

ENERGY INFORMATION

staff organization

individual billing /

heat cost allocators

contract review

performance contracting

energy efficiency financing

resident particpation in refurbishment project


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WHaT DO WE mEaN By ENErGy INFOrmaTION ?

rEFurBIsHmENT PrOJECT Inteview, eeting.

ENErGy CamPaIGN FOr CarETaKErs an event to involve cetke in eneg efcienc : ein, copetition, ...

WHaT DO WE mEaN By ENErGy maNaGEmENT ?

TENaNT EDuCaTION Tining povided to eident dvio coittee to tennt thogh clite

bdo, to locl eneg netwok.

TENaNT HaNDBOOK Ventiltion intennce nl o tennt, nl o new tennt, nl o

high efcienc dwelling,

TENaNT INFOrmaTION Eneg peonl lette, bet pctice dipl in lobb, eneg cetifcte.

suBCONTraCTOr EDuCaTION Ventiltion nl o cetke, tining o bcontcto.

PErsONaL aDVIsING Peonl viit, low eneg dvio, dvice on efcient light blb, dvice on doetic

pplince.

COsT INFOrmaTION Inotion on eneg bill, coptive eneg bill.

ENErGy mONITOrING Individl eteing, individl onitoing with theottic vlve, t eteing,

intective eneg box, electic lod hedding box, eneg conption dipl,

top ten conption doetic pplince lit.

WEB TOOLs Online eneg conption check, eneg ving ee web potl,

eneg efcienc clclto.

sTaFF OrGaNIZaTION Eneg nge

INDIVIDuaL BILLING Het cot llocto, individl bill

CONTraCT rEVIEW mintennce contct eview, eneg ppl contct eview

PErFOrmaNCE CONTraCTINGEneg ving hing contct, eneg ppl contct eview.

ENErGy EFFICIENCy FINaNCING Eneg efcienc thid pt fnnce, eneg efcienc tennt contibtion.

WHaT DO WE mEaN By CamPaINs & EVENTs ?

ENErGy CamPaIGN TOWarD TENaNTs Clite cpign, conit event on eneg ving, eneg efcienc week,

clite copetition, deonttion



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cot o invetent

t cot involved

evice povide cot

diion (cle, tie nge)

deign (edibilit, ot, ppot)

deciption o the content(coplexit o the inotiondeliveed, diectivit o theintevention econded,

oientted towd the chcteitico the individl dwelling)pblic tgeted

tennt tiction

evoltion o the tennt ent + bill

ENErGy maNaGEmENT eneg ppl pice

intennce cot

contctl cle nli

t cot involved

evice povide cot

evoltion o the tennt ent + bill

ENErGy maNaGEmENTENErGy INFOrmaTION /CamPaINs & EVENTs

CHECKLIsTEXamPLE OF assEssmENT INDICaTOrs



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TyPOLOGyWP4 RUNNING MAINTENANCE

WP4 rnning mintennce i peciclldedicted to Esm elted to the nningintennce o the centl heting ndventiltion te nged b the sHO.

The running maintenance ESM are most o the timesubcontracted to heating providers and FacilityManagement companies. It deals usually with low

cost measures like the balance and the regulation othe heating systems, the insulation and the cleaningo the hot water pipes, the maintenance o the boilersand the substations. These low cost measures haveusually a short return on investments and are highlyproftable.The WP4 have three felds o investigation.

1. To assess the recent maintenance systems. Duringthe last decade, a lot o investments have beendone in the replacement o heating systems (e.g.generalisation o the boilers with condensation).

The replacements were coupled with new ICT online maintenance systems. The project AFTERwill pay a particular attention to the most recentmonitoring systems in order to assess i theycontribute to a more preventive approach o therunning maintenance reporting more precisely theailures o an equipment ( e.g. a valve, a decreasingquality o the regulation, etc.). The project AFTER willassess the energy savings gained with a just-in-timemaintenance.

2. To compare the perormance o the recentequipments (with the last 5 years) and their economic

perormance (kwh/m saved per year per Euroinvested) in order to prioritize the interventions o therunning maintenance.3. The prevention o the misuse o the ventilationsystems by the tenants. Due to an increase o theenergy prices, the tenants tend to seal the vents(e.g. the vents in the window rames) is increasing inparallel. It creates a lot o problems (e.g. moistures)and impacts the energy perormance o buildings.It becomes an important problem to identiyequipments which cant be sealed by the tenants andhave the capacities to ensure a permanent quality o

ventilation.


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AC SYSTEM

HEATING SYSTEM

generation

storage

distribution

auX. energy

LIGHTENING

IN COMMON SPACES

ELEVATORS

generation

storage

distribution

auX. energy

DHW SYSTEM

VENTILATION

ENERGY

MANAGEMENT

SYSTEMS

generation

storage

distribution

auX. energy

WP4


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WHAT DO WE MEAN BY MAINTENANCE OF THE HEATING SYSTEM ?

generation Replacement of the burner, cleaning boilers, boiler renovaon, opmized air-to-fuel rao,

tesng equipment to detect and correct air losses, smoking, un burnt fuel losses,

soong and high stack temperatures, dataloggers, detecon and repair of water and

air leaks, install an automac blowdown system, check periodically the water chemistry

and provide adequate water treatment, replace/clean lters, repair/replace valves,

inspecon and cleaning of chimney

storage Replacement of the warm water tank, replacement of insulaon of the warm water tank

distribution Replacement of circulaon pumps, thermal insulaon of heang pipes, replacement of

heang unit, hydraulic balancing of the heang system, change of regulaon in

district heang staon, replacement of pipes, detecon and repair of water and air leaks,

check obstrucons, leaks, insulaon in ducts, check/clean volume dampers,

check thermostat sengs

auX. energy installaon and use of data loggers (tracking auxiliary energies delivered to the system and

opmizing the system

WHAT DO WE MEAN BY MAINTENANCE OF THE EVELATORS ?

New elevators, li regulaon (energy saving so start kits, speed modulators, etc...)

WHAT DO WE MEAN BY MAINTENANCE OF THE DHW SYSTEM ?

generation Replacement of decentral instantaneous water heater, cleaning the DHW tank,

cleaning/replacement of heang coil, cleaning/replacement of heang element,

reduce the maximum temperature of DHW boiler

storageCleaning boilers, insulate hot water tank

distribution

WHAT DO WE MEAN BY MAINTENANCE OF THE VENTILATION ?

Replacement of lters in the venlaon system, renovaon of old venlaon system,

measuring the pressure drop across the lter, coil cleaning, duct integrity evaluaon andrepairs air leaks, cleaning and repairs/replacements of disabled dampers, cleaning and

lubricaon of fans, straightening of exible ducts

Hydraulic balance of DHW pipes, Install/Replace water-ecient shower/faucet heads

and aerators



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WHAT DO WE MEAN BY MAINTENANCE OF THE ENERGY MANAGEMENT SYSTEM ?

Calibraon of sensors and actuators : outside air temperature, mixed air temperature,

return air temperature, discharge or supply air temperture, coil face discharge air

temperatures, condenser entering water temperature, heang water supply temperature,

wet bulb temperature or RH sensors, space temperature sensors, economizer and

related dampers, cooling and heang coil valves, stac pressure transmiers,

air and water ow rates, terminal unit dampers and ows

WHAT DO WE MEAN BY MAINTENANCE OF THE AIR CONDITIONING SYSTEM ?

generation Replacement of cooling system, chilled water temperature control, condenser water

temperature control, check periodically the water chemistry and provide adequate

water treatment, cleaning (condenser, evaporator, lters), change refrigerant,check refrigerant lines for the leaks and insulaon damages

distribution Detecon and repair of leaks, repair/replacement of pumps, improvement of insulaon

quality, repairs of insulaon

auX. energy Installaon and use of data loggers (tracking auxiliary energies delivered to the system

and opmizing the system

tie nge between the intevention

wte tepete(Esm linked with heting nd hot wte)

i to el tio (i need be)

wte cheit check-in (i need be)

pee (i need be)

electicit conption o the te(i need be)

teting teil

fow te (o ventiltion Esm)

het otpt




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TyPOLOGyWP5 REPLACEMENT OF SYSTEMS

WP5 replceent o te i peciclldedicted to the nli nd theoptiiztion o the ventiltion, centlheting nd wte heting tht hve beenchnged in the 5 lt e.

The objective o this WP is to assess theenvironmental, economic and social perormanceo the replacement o a system by a new one and, in

a second time, to elaborate optimization scenariosto improve the energy perormance o the buildingsthat are concerned by such actions through O&Mimprovement and tenants empowerment measures.Assessment methodology regarding systemreplacement developed in the rame o the ScientifcManagement (WP1) will be used to evaluate theimpact o these actions (hereinater mentioned asESM).

These ESM regarding systems have been separatedrom the ESM linked to punctual retroftting actions

as they are very dierent in terms o:

- Occurrence: systems take generally around 15 yearsto recoup (due to their lie time) whereas investmentson the shell take rom 30-40 years to recoup.

- Skills required: the sta that manage the heating,water heating and ventilation systems are specialists;they are part o the maintenance departmentwhereas the personnel managing retroftting are parto the development and retroftting department.Assessed buildings will be classifed ollowing simpletypologies regarding their shape and their date o

construction (5 to 7 typologies, ollowing ESAM IEEproject methodology) as these elements are centralswhen energy perormance and costs o works/maintenance are concerned. This will improve thepossibility to learn rom the analysis o the dierentinterventions.


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heating boiler

heat distribution pipes

district h eating substation

heat distribution pump

HEATING UNITS (RADI ATORS)

GROUND HEAT PUMPS (GE NERATOR)

cogeneration system

heating solar panels

HEATING

dhw boilers

dhw tank

dhw distribution pipes

dhw solar panels

dhw distribution pump

DHW SYSTEM

VENTILATION

photovoltaic panel

lighting system

LIGHTING

WP5


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WHAT DO WE MEAN BY REPLACEMENT OF HEATING SYSTEMS ?

heating boiler Old boilers replaced by new ones (convenonnal boiler to combinaon boiler or

condensing one, steam trapping systems)

heat distribution pipes Old distribuon heat pipes relaced

district heating substation District heang substaon replaces old boiler. Old district heang staon is replaced `

with new one. One distric heang substaon serving several buildings is replaced by

several district heang substaons.

heat distribution pump Old distribuon heat pump replaced or new one installed (coecient of performance,

new model)

WHAT DO WE MEAN BY REPLACEMENT OF DHW SYSTEMS ?

Old boiler replaced by new one (combinon boiler, etc...)

HEATING UNITS RADIATORS Old distribuon heang units replaced or new ones installed (energy-saving heaters,

heatkeeper materials)

GROUND HEAT PUMPS GENERATORGround heat pump installed

cogeneration system Cogeneraon system installed

heating solar panels Solar panels for heang installed

dhw boiler

dhw tank

dhw solar panels

dhw distribution pump

DHW water tank replaced by new one (from horizontal to vercal, solar water heang,

dierent coecient of performance)

Solar panels for DHW installed

Distribuon water pipes replaced

WHAT DO WE MEAN BY REPLACEMENT OF THE GLOBAL VENTILATION SYSTEM ?

Old venlators replaced or new system with heat recovery installed (insuaon,

energy recovery venlators, etc...)

WHAT DO WE MEAN BY REPLACEMENT OF THE LIGHTING SYSTEM ?

Photovoltaic panels installedphotovoltaic panels

lighting system Replacement of lighng system (individualized commands, mers, etc...)



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tpe o boile

eneg cie conption

het otpt/poweing

tepete o wte in the te

pollting eleent podction

electicit conption o the te

rEPLaCEmENT OF HEaTING sysTEm


rEPLaCEmENT OF VENTILaTION sysTEm

fow te

hidit



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TyPOLOGyWP6 REFURBISHED BUILDINGS

WP6 recentl ebihed bildingi pecicll dedicted to the ptintevention on exiting bilding.Globl etotting (intevention on thehell nd on the te) nd pnctlintevention on the hell (eplceento the window, ptil inltion,) willbe conideed nd heeinte deignted Esm-, ocing on the ot ecentintevention (le thn 5 e) bt lointegting in the cope oe olde btelevnt ee. The poject oce onbilding with centl heting.

The objective o this WP is to assess o theenvironmental, economic and social perormanceo the ESM implemented on old buildings (except

systems replacement) and, in a second time toelaborate optimization scenarios or these existingbuildings through O&M improvement and throughtenants empowerment. Assessment methodologyregarding low energy new buildings developed in therame o the Scientifc Coordination (WP2) will beused to evaluate the impact o the ESM.

The observation o retroftted buildings is one o thecore actions o the project. Actually, as described inthe Overview on the starting point o the proposedaction, SHO, encouraged by their National Housing

Federations, by the European, National and localauthorities and by the market, are planning importantinvestments or the next 5-10 years to retrofttheir housing stock.. In order to build up realisticstrategies and to improve their ambitions in terms oenergy savings, SHO need to improve the knowledgeo the past experiences, especially regarding:

- Punctual interventions on the shell (north aadeinsulation, replacement o the windows, etc.) thatwere made without previous energy audits. Theseinterventions were very almost systematic beore theEPBD certifcates but without a large scale analysis o

the actual impact on the energy consumption o thebuildings ater the end o the building works.

- Very recent experimentations (e.g. to reach theenergy perormance o a new passive house) o globalretroftting or which the post-investment costshavent been truly assessed as the interventions wereconsidered as experimental.

Same building typologies as in WP3 will be usedto segment the analysis and improve the transerpotential o the lessons learnt rom these past

experiences


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ROOF

ATTIC

EXTERNAL CARPENTRIESGABLES

EXTERNAL

SHELL

FACADES

WINDOWS

CEILING

GLOBAL

RETROFITTING

WP6


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WHAT DO WE MEAN BY INSULATIONS ?

roof Flat roof insulaon replacement. External insulaon roof. Slooping roof insulaon.

Insulaon roof. Thermal insulaon of roof (materials, inverted insulaons, vegetalizaon,

etc...)

attic Ac insulaon

eXternal carpentries External carpentries replacement

gables

External insulaon gables

ceiling Celling insulaon (modus operandi et me, thermal bridge control, surface modicaon,

etc...)

eXternal shell External shell insulaon (good pracces during the investment phase, maintenance of

the materials, prefabricated soluons, etc...)

facades Facades internal insulaon. Insulaon of the facade (14-10-30 cm)

eXternal External thermal insulaon. External insulaon/TFF2a. Externel insulaon/DV45

WHAT DO WE MEAN BY GLOBAL RETROFITTING ?

Total renovaon - upgrading to low-energy housing

New windows (frames , glazing, following of the using pracces, integraon of the

venlaon ?

windows


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inltion teil

inltion techniqe

inltion tightne

r-vle

thel bidge

hidit


indoo tepete

hidit



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TyPOLOGyWP7 LOW-ENERGY BUILDINGS

WP7 recent low eneg bilding ipecicll dedicted to the ot ecentcontction; low eneg bilding biltin the lt 5 e, both individl ndcollective bilding. Fo the need othe poject, low eneg bilding cn beoghl dened bilding coningle thn 50 kWh o nl eneg /2 oliving ce o heting, ventiltion ndhot wte.

The objective o this WP is to assess o theenvironmental, economic and social perormanceo the ESM implemented on old buildings (except

systems replacement) and, in a second time toelaborate optimization scenarios or these existingbuildings through O&M improvement and throughtenants empowerment. Assessment methodologyregarding low energy new buildings developed in therame o the Scientifc Coordination (WP2) will beused to evaluate the impact o the ESM.

The observation o retroftted buildings is one o thecore actions o the project. Actually, as described inthe Overview on the starting point o the proposedaction, SHO, encouraged by their National Housing

Federations, by the European, National and localauthorities and by the market, are planning importantinvestments or the next 5-10 years to retrofttheir housing stock.. In order to build up realisticstrategies and to improve their ambitions in terms oenergy savings, SHO need to improve the knowledgeo the past experiences, especially regarding:

- Punctual interventions on the shell (north aadeinsulation, replacement o the windows, etc.) thatwere made without previous energy audits. Theseinterventions were very almost systematic beore theEPBD certifcates but without a large scale analysis o

the actual impact on the energy consumption o thebuildings ater the end o the building works.

- Very recent experimentations (e.g. to reach theenergy perormance o a new passive house) o globalretroftting or which the post-investment costshavent been truly assessed as the interventions wereconsidered as experimental.

Same building typologies as in WP3 will be usedto segment the analysis and improve the transerpotential o the lessons learnt rom these past

experiences


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30

roof

walls

foundation

INSULATION

BUILDING

ORIENTATION

PHOTOVOLTAICS

sun protection

solar yields

WINDOW & FRAMES VENTILATIONAND HEAT RECOVERY

calorific value boiler

heat pump

combined heat and power

biomass and other renewable sources

auXiliary energy

HEATING SYSTEM

insulation

SOLAR

THERMAL

INSTALLATION

WP7



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WHAT DO WE MEAN BY BUILDING ORIENTATION ?

Assessment of the building orientaon eects

WHAT DO WE MEAN BY VENTILATION AND HEAT RECOVERY ?

Cleaning and maintenance of the double ux venlaon, etc...

WHAT DO WE MEAN BY PHOTOVOLTAICS ?

Assessment of the photovoltaic protability, maintenance operaons, changing pieces, etc...)

WHAT DO WE MEAN BY INSULATIONS ?

roofMaterials, Assessment of the insulaon eciency (test/soluon for air leaks),

inspecon of the thermal enveloppe, training/formaon/coordinaon between the dierent

construcon workers, etc...)walls

foundations

WHAT DO WE MEAN BY HEATING SYSTEM ?

Assesment of the energy producon, maintenance and control of the system,

calculaon of the heat from residents bodies, tests, etc...

calorific value boiler

heat pump

combined heat and power

biomass and other renewable sources

auXiliary energy

WHAT DO WE MEAN BY WINDOWS ?

Assessment of the eciency for protecon materials (insulated glazing), following of the frames

implementaon, blinds, opmizaon of the solar gain, etc...

insulation

sun protection

solar yields

auXiliary energy

WHAT DO WE MEAN BY SOLAR THERMAL INSTALLATION ?

Assessmentment of the eciency for solar panels, hydrogen plants, etc...



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INVENTOry


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34

The Invento ewok h been the centl tool othe dt collection.The Invento ewok gthe in inotionegding the econoic, eneg nd wnepeonce o eve Esm.Thi docent i dt bi. Eve sHO nd NHacopleted inotion nd ct bot the dieentee expeiented ding the lt 5 e.

The Invento i divided into 5 Wok Pckgeccoding to the annex I. Eve indicto not becopleted nd h to be oeeen ccoding to theconcened eneg ving ee. The Invento i t tep to look o inotion bot Esm nd toelect the ot elevnt one.

INVENTOryDATA COLLECTION PROCESS


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2.1.

SHOconcerned

2.2.

Countryof

implementaon

2.3.

Adress(locang)

ofthebuilding

concerned

2.4.

Yearofconstruconofthebuilding

andimplementaonoftheESM

2.5.

Building

descripon

2.6.

n

ofhesm

2.7.

Descripon

ofhesm

2.8.

prir

ofhesm

2.9.

surf

ofhesm

(m2)

2.10.

Numberofyearsof

oiorig

Construcon

ofbuilding

Implementaon

ofhesm

nurof

buildings/dwellings

nurof

ihi

bfor

Aer

3.1.

coof

hiv

()

3.2.

Addional

inialcosts

3.3.1.

Descriponof

hi

ur

3.3.2.

aulofor

i

(/year)

3.4.1.

Descriponof

theoperaon

ur

3.4.2.

aulo

foroperaon

(/year)

3.5.1.

Descriponof

hg

ur

3.5.2.

a

ulo

forg

(/year)

3.6.

Paybackperiod

(years)

3.7.

thil

duraon

oftheESM

(y

ears)

3.8.

aulofor

overallenergy

consumpon

(/year)

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

3.Maineconomicdatas

2.ESMID

4.1.1.

OverallEnerg

y

Consumpon

ifrlv

(kWh/m2.yea

r)

4.1.2.

Typeofenergy

4.2

Energy

consumpon

forheang

ifrlv

(kWh/m2.year)

4.3

Energy

consumpon

forhotwater

ifrlv

(kWh/m2.year)

4.4.

Energyforlighng

ofhoor

ifrlv

(kWh/m2.year)

4.5.

Energy

consumpon

forvenlaon

ifrlv

(kWh/m2.year)

4.6.

Heang

degreedays

ofhi

(D.K

)

4.7.

Indoor

rur

(C)

4.8.

Overallwater

consumpon

(hot&cold)

ifrlv

(m3)

4

.9.

CO2emissionsdue

toene

rgyuse

inoperaon

(kgeqC

O2/year)

4.11.

Shareofrenewables

inoverallenergy

consumpon(%of

kWh/m2.year)

bfor

Ae

r

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

bfor

Aer

3.M

ainenergydatas

5.1

coli

bytenants

5.2

Vacancyrate

(%/year)

5.3.

turovrr

(%/year)

5.4.

ESM

awareness

or

ur

5.5.

coofh

ESM

awareness

ur

5.6.

mgur

forhesm

5

.7.

Sasfacon

ofthehousing

companyreg

ardingtheESM

phoo

bfor

Aer

bfor

Aer

4.Mainawareness

datas


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36

ESM DESCRIPTION /

CORRESPONDING WORK PACKAGE

WP1 WP2 WP3 WP4 WP5

TYPE OF ESM /

GENERIC ESM DESCRIPTION

TECHNICAL ASPECTS MAINTENANCE ASPECTS

OPERATION ASPECTS MANAGEMENT ASPECTS

NAME OF THE ESMESM

INITIAL ISSUES


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Country

City

PHOTO

MAP

Type of building (small/big collective ; individual, etc...) /

BUILDING IDENTIFICATION /

Social Housing Compagny /

Year of construction permit /

Description of the building /

Overall energy consumption of the building before the ESM /

Heating Degree Days

PHOTOS PHOTOS


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Number of dwellings (all the building, appartment, etc...) /

ESM IDENTIFICATION /

Year of implementation of the ESM

Number of year of monitoring before

Number of year of monitoring after

percentage of dwellings in the building

Number of inhabitants /

Floor surface concerned by ESM Building volume concerned by ESM

Quality of the evaluation

MAINTENANCE ASPECTS

TECHNICAL ASPECTS

OPERATION ASPECTS

MANAGEMENT ASPECTS

TENANTS EMPOWERMENT ASPECTS


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39

ASSESSING THE ECONOMIC PERFORMANCE

QUANTITATIVE

Cost of the investment

QUANTITATIVE

Initial cost and inirial adaptation {capital expenditure}Additional initial costsstaff costs, material {not capital expenditures}

INVESTMENT ASSESMENT

QUANTITATIVE

Annual costs for maintenance

QUALITATIVE

Actual incured costs directly related to the ESMMaintenance measuresMeasures directly related to the ESM

MAINTENANCE ASSESMENT

QUANTITATIVE

Annual costs for operations

QUALITATIVE

Actual incured costs directly related to the ESMOperation measuresOperations directly related to the ESM

OPERATION ASSESMENT

QUANTITATIVE

Annual costs for the management

QUALITATIVE

Management measures and processes

MANAGEMENT ASSESMENT

Average hourly rates per personel can be used


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40

QUANTITATIVE

Amortization timeNumber of years after which the accountancy value of the measure is 0

LIFETIME & COSTS ASSESSMENT

QUANTITATIVE

Service life

QUANTITATIVE

Annual costs for overall energy consumption

Annual costs per use

ENERGY CONSUMPTION COST ASSESSMENT

type of consumption

before after


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ASSESSING THE ENERGY PERFORMANCE

QUANTITATIVE

Overall energy consumption

QUANTITATIVE

total consumption of energy (heating/cooling, electricity, hot domestic water (HDW), ventilation and lightning

Final energy consumption per type of energystaff costs, material {not capital expenditures}

ENERGY CONSUMPTION

heating electricity hot water

year 0 /

year 2 /

...year 3 /

lightning ventilation

value

percentual

QUANTITATIVE

Water consumptionWater consumption for the whole building, for the whole year

before after

before after


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42

QUANTITATIVE QUALITATIVE

Indoor temperaturesAverage temperatures inside the ats

Indoor temperaturesHeating degree days

year 0 /

year 1 / ...

TEMPERATURE EVOLUTION

BUILDINGS IMPACTS

QUANTITATIVE

Emissions due to energy use in the operationGreenhouse gas emissions due to the measured energy consumptions

heating electricity hot water

before

lightning ventilation

after

QUANTITATIVE

Emissions due to energy use in the operationGreenhouse gas emissions due to the measured energy consumptions

biomass / heating

% RES in electricity use


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43

ASSESSING SOCIAL AND COLLECTIVE PERFORMANCE-EMPOWERMENT

QUANTITATIVE

Satisfaction rate

COMPLAINTS BY TENANTS

QUALITATIVE

Collection of testimonies

QUANTITATIVE

Vacancy ratePercentage of ats which not occupied

before after

QUANTITATIVE

Turnover ratePercentage per year of the total units in a social housing building that change occupants

before after

TENANTS AWARENESS

QUANTITATIVE

Costs of awareness measures

QUALITATIVE

Costs of awareness measures


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SOCIAL HOUSING ORGANIZATIONS INVOLVEMENT

QUALITATIVE

Management of the ESM

QUALITATIVE

Satisfaction of the housing company


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46

NamE OF THE WPWP x

Ne o the Esm :

+ WP x / Tpe / sbtpe

Deciption o the Esm :

(Simple description o the technical aspects & process)

(O&M aspects)

+ rnking

Bilding :

sHO + Cont :ade o the bilding

ye o contction o the bilding + ye o ipleenttion o the Esm :Nbe o dwelling :sce o the Esm :

Ne o the Esm

stenghtWeknee

Oppotnitie

Thet

sWOT :


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47

NamE OF THE WPWP x

Evltion :

(Assessment according to personal experience, proessional knowledge and results o the Inventory)

Econoic inteet

Scale

(The assessment has to be done regarding the initial investment costs, the additional O&M costsand the payback period)

Assessment

Remarks

Eneg inteet

(The assessment has to be done regarding the percentage o primary energy savingsponderated by HDD)

Assessment

Remarks

socil inteet

(The assessment has to be done globally regarding both the user-riendly potential o the ESMand its economic impact on the tenants invoice (sum rent + charges)

Assessment

Remarks

not relevant / reject

Optiiztion cle :

> Technical improvements (description/potential costs/complementary perormance)

> O&m improvements (description/potential costs/complementary perormance)

not a priorityneutral

interesting investment (punctual implementation)

prioritary (to be generalized)

Ne o the Esm


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HaNDBOOK


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summary0. Intodction 5

0.1 Global perormance indicators or ESM 51. General remarks on common measuring units 61.1 Floor area 6

1.2 Heated area 71.2 Currency 71.3 Quality o the data 71.4 Perimeter o the energy perormance 82. Eneg ving ee ID 9

2.1 SHO concerned 92.2 Country o implementation 92.3 Address (location) o the building concerned 92.4 Year o construction o the building and implementation o the ESM 92.5 Building description 92.6 Name o the ESM 92.7 Description o the ESM 92.8 Perimeter o the ESM 92.9 Area o the ESM 102.10 Period o monitoring 10

3. Indicto o econoic peonce eent 11

3.1 Cost o the investment 113.2 Additional initial costs 113.3 Maintenance o the ESM 11

3.3.1 Description o the maintenance measures 113.3.2 Annual costs or maintenance [Beore] & [Ater] 123.4 Operation o the ESM 123.4.1 Description o the operation measures 123.4.2 Annual costs or operation [Beore] & [Ater] 123.5 Management o the ESM 133.5.1 Description o the management measures 133.5.2 Annual costs or the management [Beore] & [Ater] 133.6 Pay back period 143.7 Technical duration o the ESM 143.8 Annual costs or overall energy comsumption [Beore] & [Ater] 14

4. Indicto o eneg peonce eent 16

4.1 Energy consumption 164.1.1 Overall Energy Consumption [Beore] & [Ater] 164.1.2 Type o energy 174.2 Energy consumption or heating [Beore] & [Ater] 174.3 Energy consumption or Domestic Hot Water [Beore] & [Ater] 174.4 Energy or lighting o the common parts [Beore] & [Ater] 184.5 Energy or ventilation [Beore] & [Ater] 184.6 Heating Degree Days 19

4.7 Indoor temperatures 194.8 Overall water consumption [Hot] & [Cold] 204.9 CO2 Emissions due to energy use in operation [Beore] & [Ater] 204.10 Environmental impacts o building materials used or renovation o the thermal envelope 224.11 Share o Renewables in Overall Energy Consumption [Beore] & [Ater] 23


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5. Indicto o eneg wene peonce eent 24

5.1 Complaints rom tenants 245.2 Vacancy rate [Beore] & [Ater] 245.3 Turnover rate 24

5.4 ESM awareness - concrete measures 255.5 Costs o the ESM awareness measure 255.6 Satisaction o the housing company regarding the ESM 25

ANNEX A 26Data or liespan costs 26ANNEX B 30Inormation on type o dimensions 30ANNEX C energy carriers 31ANNEX D pay back period 32


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HaNDBOOKINTRODUCTION

The aFTEr Hndbook i the tting point othe aFTEr globl ethodolog .Thi Hndbook will be ed in the Inventophe in ode to delive n ID o thedieent Esm collected b the ptnend to peent oe o the pecicitieegding the ipleenttion.

The Hndbook will be then copletedegding the chcteitic o the 18 PilotEsm. Thee chcteitic will be linked

with the identiction o the Esm nd o theindicto iing t peciing thei citeio ecienc.

0.1. CONCEPTuaL FramEWOrK

The common conceptual ramework has the purposeto set the rame or a simultaneous assessment o theeconomic, environmental and social impact o EnergySaving Measures (ESMs), experienced by the SocialHousing Organisations (SHOs) during the last fveyears.

The conceptual ramework consists o1. an Invento teplte will provide to the partners aramework to register the data o the ESMs inormingvarious perormance indicators or the assessment o

the economic, environmental and social impact o theESMs.2. a Hndbook will oer defnitions o the perormanceindicators (perimeter, metering units,) to securethe comparability o the ESMs perormances and thescientifc quality o the evaluation o ESM.This Handbook will be completed in a frst time, withthe most important elements to complete in order toidentiy ESMs and some clues on the characteristics othe dierent WPs.Ater the selection o the Pilot ESMs, this Handbookwill be completed with specifc indicators related to

the ESMs the project will ocus on. This step will beaccomplished at the same the SHOs will proceed theevaluation o the measures.As AFTER covers a diversity o investments,interventions and actions, the Handbook is a work-in-progress that will be updated regarding how theproject will evolve.This Handbook is giving the specifcation o theperimeter, metering units, nature and specifcremarks to the ESMs to help the data fnding. Itsstructure ollows the Inventory rame.3. Tpolog lit will present an overview o genericESMs within the fve ocus areas: Management o

the housing stock, operation and maintenance o thebuilding stock, system replacement, retroftting andnew housing4.Fctheet will gather the inormation collected onAFTER ESMs.


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HaNDBOOKINTRODUCTION

0.2. GLOBaL PErFOrmaNCE INDICaTOrsFOr Esm

The global perormance indicators analyze economic,energy and social perdormance o every ESM andpresents a comparable overview.The objective is to obtain at the end o theimplementation process a global understanding o oneESM efciency.Even i some qualitative inormation will improve andget more content or every ESM implemented, theAFTER Project ocuses on 3 main range o indicators.

Everyone o these global indicators are correspondingto one ambition. They will be completed during theprocess, i need be, by other indicators more adapted

to the specifc context and content o everyone o theselected Pilot ESMs.

Econoic peonce

The economic efciency is related to a globalestimation o the costs impact or the implementationo an ESM and its benefts on the energy consumption.

This economic efciency will be mainly inormed andassessed thanks to two acts:

-the costs linked to the investment and the O&M costslinked with the investment-the costs linked to the specifed energy consumption.

These two battery o data can help us to determine

the payback period that can be defned by the timeit takes to cover initial costs. It can be calculatedrom the number o years elapsed between the initialinvestment, its subsequent operating costs and thetime at which cumulative savings o ESM oset initialcosts.

When there isnt any investment such as it appearsmost o the times in WP3 and WP4, it is suggested togive an economic value (additional initial cost in theinventory template) o the time spent to plan the ESM.

To be able to compare across countries, the paybackperiod should be calculated. See calculation toolenclosed in Annex D in the Handbook.

Eneg peonce ovell eneg conptionpe 2 pe e

Overall consumption is defned as the totalconsumption o fnal energy the summary odelivered energy by all energy carriers excludingindividual electricity.Meter readings rom the ats are used as the basis orthe data fnding.As a AFTER mainly ocus on the impact o energysaving measures related to the heating and thehot water, the indicators used to assess the energyperormance will be mainly consumption in kWh andm3.

socil peonce tennt wene

The social perormance indicator may be the mostcomplicated impacts to assess. They both coverqualitative and quantitatives impacts.Quantitative data are classic indicators used in the

social housing to identiy to ollow their tenantssatisaction and mobility .These indicators can only becorrected and completed with qualitative data basedon the direct testimony o the tenants.


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1.1 Floo e

In determining the defnition : conditionned reerenceoor area is used (reerence: EU-project TABULA)

c. Illustration in Annex E

Ne Deciption

conditioned eeencefoo e

Genel ek: conditioned bilding e (o bilding vole)ee hee nd in the ollowing to tht pt o bilding which ipplied b heting te nd/o n i-conditioning te.(i-conditioning en hee t let cooling, not onl ventil-tion)

conditioned gross oorarea

Conditioned oor area calculated on the basis o external dimen-sions (measured to the outside surace o external walls)

conditioned oor area Conditioned oor area calculated on the basis o internal dimen-sions (measured to the inside surace o external walls)The oor area may be the gross internal area (= total building areameasured inside external walls) or the net internal area (= totalbuilding area measured inside external and internal walls) - sincethe dierence is small we dont distinguish between both.The conditioned area is generally equal with the heated area or withthe air-conditioned area, dependend o which is the bigger one.

conditioned useul oorarea

Section o the conditioned net oor area primarily dedicated to theutilisation o the building, excluding unctional and circulation areas(excluding e.g. stair cases in all buildings, corridors in non-residen-tial buildings).

In ofce buildings the conditioned useul oor area is equivalent tothe net lettable area.

HaNDBOOKGENERAL REMARkS

Genel citei popoe iple eteegding in ode to elbote iple IDo Eneg sving mee.

The objective i to hve the e nitconting egding cle o eeenttht will be developed in the econd pt othe Hndbook.


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HaNDBOOKGENERAL REMARkS

1.2 Cenc

All costs should be in Euro. For countries outside theEurozone, a unique conversion rate shall be applied orall fgures (http://ec.europa.eu/budget/inoreuro/index.cm?Language=en chose year: 2011 and month: 5 the beginning o the project.

All costs should exclude taxes (i your company canrecover it i not, include it).

1.3 Qlit o the dt

Estimations and calculated values are written in cur-sive.

In the Handbook it is stated i the ESM is qualitative orquantitative. Qualitative means a subjective judgemente.g. descriptions. Quantitative is measured or counteddata.

1.4 Peiete o the eneg peonce

As a rule the considered energy services or energyrating are: heating; cooling and dehumidifcation; ven-tilation and humidifcation; hot water; lighting (optionalor residential buildings when energy consumption is

calculated, included i metered); other services (optio-nal when energy consumption is calculated, included imetered).

I only the fgures or the dierence between beoreand ater o a certain ESM is available, it is also OK(e.g.: extra maintenance costs due to new ventilationsystem). Then it is important to make a remark o theactual perimeter (e.g.: overall maintenance costs). Seealso 2.8.

additionl ek(te the Invento phe):

The data baery developed during the Inventory phase can

be considered as to exhausve regarding the organizaonalrounes of the Social Housing Organizaons.

The Perimeter of Energy saving Measures regarding mana-

gement and maintenance of the Social Housing companies

should mainly focus on the heang and hot water consump-

on as these two elements represent the major part of the

consumpon in buildings.

As a consequence, it will seem more relevant to focus for

the Social Housing Organizaons (SHOs) which would like

to implement of AFTER-like approach to idenfy as priority

these two perimeters of energy performance and avoid to

focus on more minor savings (lighng, elevators, etc.).


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56

HaNDBOOKENERGY SAvING MEASURES ID

2.1. socil Hoing Ogniztion concened

- Legal name o the SHO responsible or the ESM.

2.2. Cont o ipleenttion

- Home country o the SHO / ESM.

2.3. adde (loction) o the bilding

concened

- Home address / location o the building(s) / ESM.

Geographical locaon of the building is useful for the deter-

minaon of the geographical reference for e.g. the Heang

Degree Days.

2.4. ye o contction o the bilding nd

ipleenttion o the Esm

- When was the building constructed (year o the be-ginning o the construction)- When has the ESM been implemented (year o imple-

mentation)?

The rst year of ESM operaon (commissioning) shall be

considered. In general, this shall not be before 2006.

2.5. Bilding deciption

A short description o the building should contain:

- typological and quantitative instructions in order toidentiy what kind o residential building we are o-cused on number o ats, oors, cellar, roo, balconies(add a picture, but remember copy rights)

Eneg sving mee ID inclde iple

eleent to collect egding the ittiono the sHO nd the deciption o the Esm.The ewok will be the e oeve Esm nd will llow to highlight thenece eleent to ndetnd neneg ving ee, it context ndobjective.


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57

- a description o the materials and systems related

with the potential ESM impact or implementation(roof, walls, foundaon, windows & frames, sun protecon,heang (/cooling) system and energy carrier, solar thermal

installaons, photovoltaics, venlaon and heat recovery).

2.6. Ne o the Esm

Use a simple a descriptive name or the ESM reeringto the typology lists provided by every WP leaders.The name o the ESM should give a frst global in-ormation on the objectives and part o the buildingimpacted by the ESM implementation.

2.7. Deciption o the Esm

Describe technical/operational/concrete aspects o themeasure:- what part o the building or its management is im-pacted ?- who implements / operates it?- how does it work- what are the expected results?

Typologies provided by the scienc WP leaders will

propose a framework to lead SHOs in their descripons.

2.8. Peiete o the Esm

In the Inventory, the perimeter o the ESMs is defned:

-the number o buildings/dwellings concerned by theESM-the number o inhabitants. .

Then the measurement boundary of the savings deter-minaon will be more specic. The boundary may be as

narrow as the ow of energy through a pipe or wire (part of

facility), or as broad as the total energy use of one or many

buildings. (enre facility)

2.9. ae o the Esm

Floor area which match the perimeter o the ESM.

See 1.1 Surface for the right denion of the surface.

Note the area + area type (see 1.1) and heated or venlated

area (see 1.2).

2.10. Peiod o onitoing

The time period, number o years on which the data isbased, shall be specifed.

If several years of monitoring are available, give all thesegross values (no average and without any correcon).

The me period should be at least one year beer more.

HaNDBOOKENERGY SAvING MEASURES ID


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HaNDBOOKINDICATORS FOR ECONOMIC

PERFORMANCE ASSESSMENTON COMMON MEASURINGUNITS

The indicto o econoic peoncehold indicte the lie ccle cot o nEsm within it peiete.aFTEr inl i t identi the pivtecot ecienc o n Esm o socilHoing Copn.

Cot clcltion die o one contto nothe nd o one sHO to nothe(inteet te, cot o eneg, legl

nncing, etc...). The objective o theInvento i inl to nge to identielevnt indicto egding the cot bleto e the ecienc o one ee.

Cost calculation o dierentpackages rom Cost Opmalbuilding performance requirements- Eopen concil o n enegecient econo.

Global costs or an ESM can be identifed regardingseveral aspects.The AFTER project will mainly ocus on three aspectsto identiy the economic efciency o one investment:

- the original fnancial investment required by theimplementation o the Energy Saving Measures.- the maintenance and operational costs linked withthe ESM and their ammount which allow us to seewhat is the cost o an ESM during its lie cycle.- the energy costs impacted by the ESM whichtranslate the cost impact o the savings linked with theimplementation o an ESM.


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3.1. Cot o the invetent

NteQuantitative / Qualitative

meteing uniteuros

speciction & peieteCapital cost (ISO 15686-5)Inial cost and cost of inial adaptaon where these aretreated as capital expenditure

rek o the WP

WP4: Maintenance is not an investment = 0

3.2. additionl initil cot


meteing uniteuros

speciction & peieteOther initial costs that are not treated as capitalexpenditure (sta cost, material,).

rek o the WPWP4: No additional costs or maintenance as is not an

investment = 0

3.3. mintennce o the Esm

3.3.1. Deciption o the intennce ee


speciction & peieteDescribe the maintenance measures and processesdirectly related to the ESM.Maintenance is described in the ollowing indicator3.3.2.

rek o the WPNo remarks

3.3.2. annl cot o intennce [Beoe] &[ate]


meteing uniteuros/year

speciction & peieteISO 15686-5Total of necessarily incurred labour, material and otherrelated costs incurred to retain a building or its parts

in a state in which it can perform its required funcons

(maintenance includes conducng correcve, responsive

and prevenve maintenance on constructed assets, or their

parts, and includes all associated management, cleaning,servicing, repairing and replacing of parts where needed

to allow the constructed asset to be used for its intended

purposes).

These costs only include the annual maintenance costsdirectly linked to the ESM assessed.

rek o the WPInclude regular and periodic maintenance,maintenance management cost, annualizedreplacement cost.

WP4: I e.g. boilers are cleaned every our years, thecost would be 100/4=250 Euro per year in annual costsor maintenance.




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3.5. mngeent o the Esm

3.5.1. Deciption o the ngeent ee


speciction & peieteDescribe the management measures and processesdirectly related to the ESM.Other management actions that are not described

as maintenance and operation costs: contracting,training, communication, internal & external control,ollow-up o the ESM,


3.5.2. annl cot o the ngeent [Beoe] &

[ate]

Nte

Quantitative / Qualitative


speciction & peieteOther management costs not included in maintenanceand operation costs (contracting, training,communication, control, marginal overhead).

These costs only include the annual managementcosts directly linked to the ESM assessed.

Average hourly rates per personnel category can beused or simplifcation. It might be an estimate.


3.4. Opetion o the Esm

3.4.1. Deciption o the opetion ee


speciction & peieteDescribe the operation measures and processesdirectly related to the ESM.Operation is described in the indicator 3.4.2.


3.4.2. annl cot o opetion [Beoe] & [ate]



speciction & peieteC. ISO 15686-5Costs incurred in running and managing the facility or builtenvironment, including administraon support services

(Operaon costs include rent, rates, insurances, energy and

other environmental/regulatory inspecon costs, local taxes

and charges).

These costs only include the annual operation costsdirectly linked to the ESM assessed.

rek o the WP

No remarks.


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3.6. P bck peiod


meteing unitYears

speciction & peiete (will eventll beclclted b WP lede, bt dt e needed)

The payback period can be defned by the time ittakes to cover initial costs. It can be calculated romthe number o years elapsed between the initialinvestment, its subsequent operating costs and thetime at which cumulative savings o ESM oset initialcosts.

When there isnt any investment such as it appearsmost o the times in WP3 and WP4, it is suggested togive an economic value (additional initial cost in theinventory template) o the time spent to plan the ESM.

Alternatively and to be able to compare acrosscountries - the pay back period can be calculated. Seecalculation tool in ANNEX D.


3.7. Technicl dtion o the Esm


meteing unitYears

speciction & peieteService lie o the ESM as given by the constructori existing or estimated by the producer, or it canbe taken rom EN 15459: 2007 Heating systems inbuildings - Data requirements or standard economicevaluation procedures related to energy systems inbuildings, including renewable sources (ANNEX A + B).

rek o the WP

Not relevant or WP3 and 4

3.8. annl cot o ovell enegcoption [Beoe] & [ate]


meteing uniteuros

speciction & peieteThis indicator is broken down in 2 similar indicators orthe ollowing phases:

- the period beore the implementation o the ESM- the period ater the implementation o the ESM.

Uses included shall be the same as the ones includedin the energy consumption.Annual cost o standing charge, annualized connectioncharge, consumption, tax excluding VAT.

I several years o metering are available, give all thesegross values (no average and without any correction).

rek o the WPUses included shall be the same as the ones includedin the energy consumption. Annual cost o standingcharge, consumption, tax excluding VAT.




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4.1. Eneg conption

4.1.1 Ovell Eneg Conption [Beoe] & [ate]


meteing unitkWh o fnal energy /m2 / year

speciction & peiete

Overall energy consumption per m2 per year.

Overall energy consumption is defned as:Total consumption o fnal energy summary odelivered energy by all energy carriers excludingindividual electricity. Use meter readings rom theats.

For additional clarifcation, please reer to EN 15603:2008, where the considered energy services or energyrating are: heating; cooling and dehumidifcation;ventilation and humidifcation; hot water; lighting(optional or residential buildings when energy

consumption is calculated, included i metered);other services (optional when energy consumption iscalculated, included i metered).

I the fnal energy consumption per particular energycarrier is metered in units other than kWh (m3, liters) then the caloric values o energy carriers defnedwithin the national EPBD based regulation have to beused.

The indicator is broken down in 2 similar indicatorsor the ollowing phases: the period beore the

implementation o the ESM and the period ater theimplementation o the ESM.

HaNDBOOKINDICATORS FOR ENERGY


The indicto o eneg peoncegive inotion egding the enegconption o bilding o gop obilding.Thee eneg conption indictoe detilled egding the dieentconption o bilding.

Bi o djtent e lo develop inode to dpt thee conption dt

egding the locl context nd to copethe.


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I several years o metering are available, give all thesegross values (no average and without any correction).In this overall consumption are counted the totalconsumption o energy (heating/cooling, electricity, hotdomestic water (HDW), ventilation and lightning o thecommon areas).

CoentThis indicator is based on metered energy data (thecalculated values are used when/where the metereddata are missing).

I only one meter (i.e electricity meter) is used tomeasure the energy consumption or more services,like: lighting, domestic hot water and other servicesincl. elevator, cleaning, then the complete readingsare to be used, and the same services must be coveredin beore and ater energy indicators in orderto maintain the comparability o beore and aterindicators.

Energy uses or lighting o ats and other services maybe included in the indicators i their exclusion is nottechnically possible.

Detailed description o the services covered with thegiven energy indicators must be provided.

rek o the WPWP7: Benchmark: 50 kWh o fnal energy /m2 o livingarea /year. Second best option: national standard

4.1.2 Tpe o eneg

Nte

Quantitative / Qualitative

meteing unitkWh o fnal energy /m2 / year by the type o energy

speciction & peieteOverall consumption o fnal energy or heating or awhole year. The indicator is broken down in similarindicators or the ollowing types o energy: electricity,gas, HO (Heating Oil), district heating, other (tospeciy).I several years o metering are available, give all thesegross values.

rek o the WP

No remarks

4.2. Eneg conption o heting

[Beoe] & [ate]


meteing unitkWh o fnal energy /m2 / year

speciction & peieteThe consumption o fnal energy or heating or a

whole year. I several years o metering are available,give all these gross values.The indicator is broken down in 2 similar indicatorsor the ollowing phases: the period beore theimplementation o the ESM and the period ater theimplementation o the ESM.

rek o the WPWP4: Can be obtained by reading heatmeters or can beextracted rom the invoices




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CoentI the electricity meter covers the energy use orlighting and other common services, and i the shareo energy consumption or lighting o common areas isnot known, the total electricity consumption may usedor this indicator, provided that the same principle isused or beore and ater case.Please always provide the detailed comments on theservices covered with the particular indicator.

It makes sense to use this approach only when theconsumption other than lighting is more or less

the same beore and ater (or example: commonmetering or lighting in common spaces+elevator+1plug mostly used or grass cutting machine.)

rek o the WP

No remarks

4.5. Eneg o ventiltion [Beoe] & [ate]


meteing unitkWh o fnal energy /m2 /year

speciction & peieteConsumption o fnal energy or ventilation system (iexisting) or a whole year. I several years o meteringare available, give all these gross values.The indicator is broken down in 2 similar indicatorsor the ollowing phases: the period beore theimplementation o the ESM and the period ater theimplementation o the ESM.

rek o the WPWP4: Not relevant or e.g. boiler cleaning



4.3. Eneg conption o Doetic HotWte [Beoe] & [ate]



speciction & peieteConsumption o fnal energy or the production o

domestic hot water or a whole year. I several years ometering are available, give all these gross values.The indicator is broken down in 2 similar indicators orthe ollowing phases: the periodbeore the implementation o the ESM and the periodater the implementation o the ESM.

rek o the WPWP4: Can be obtained by reading heatmeters or can be

extracted rom the invoices

4.4. Eneg o lighting o the coon pt[Beoe] & [ate]



speciction & peieteConsumption o fnal energy or lighting o thecommon parts or a whole year. I several years o

metering are available, give all these gross values.The indicator is broken down in 2 similar indicatorsor the ollowing phases: the period beore theimplementation o the ESM and the period ater theimplementation o the ESM.


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4.6. Heting Degee D


meteing unitKelvin (or degree Celsius)

speciction & peiete (will be clclted b WPlede)Degree days are needed or the assessment o theESM respectively its energy comsumption in its owncontext (has it been an extraordinary year?) or tocompare with other countries.

A degree day is computed as the integral o a unctiono time that generally varies with temperature. Theunction is truncated to upper and lower limits.Heating degree days (HDD) are defned relative to abase temperature - the outside temperature abovewhich a building needs no heating.

We will use the same database or the united HDD oeach site: www.degreedays.net

1/ Go on http://www.degreedays.net/2/ Enter the nearest weather station ID3/ Select heating or the Degree day type4/ Select Celsius or Temperature Units5/ Select national base temperature and do not selectInclude base temperature nearby6/ Select Average as breakdown7/ Select 5 years or the period covered or thelongest period possible i the station has not beenworking or the 5 last years8/ Generate degree days and download the excel fles,the fgure that shall be used is the total one

Consumptions will be adjusted thanks to the HDDcalculation model which allow to compare a baselineconsumption to another reporting period using atemperature coefciency. Savings will be calculated

and highlighted thanks the adjustment o the HeatingDegree Days.

The ormula used in the AFTER Project is the ollowingone:

Cadj = Cmet* {DDstand/ DDmet}

using:

Cadj= consumption data temperature adjusted.

Cmet= consumption data in the reporting period.

DDstand= number o degree days o the standard period.

DDmet= number o degree days in the


4.7. Indoo tepete

NteQuantitative or Qualitative

meteing unitDegree Celsius (C)




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speciction & peieteIn a general way, the indoor temperature is theaverage level o temperature inside the ats during theheating season. This indicator will be evaluated as aqualitative or a quantitative depending on the projectphase.

For both inventory and assessment phases, theaverage level o temperature inside the at will beestimated by the SHOs. I the SHOs are not able toprovide an average level o temperature resultingor example rom internal surveys or national social

housing associations, the deault value o indoorstemperature beore and ater ESM will be assigned at20C.

For testing phase, indoor temperatures will beevaluated i it is quite possible, or each at and eachroom o the at (bedrooms, kitchen, livingroom,...).Moreover, i there is some intermittence, two dierentindoor temperatures could be defned respectivelyor both occupancy and unoccupancy periods. Forexample: in the living room the indoor temperature is21 rom 7:00 AM to 10:00 PM and 19 or the rest o the

time. Based on the temperature pattern an averagetemperature in the at within the heating season willbe defned.

Those indoors temperatures will be collected:- as a qualitative way using dedicated surveys. Theresulting temperatures will then estimated by thetenants- as a quantitative way using temperaturemeasurements. It is recommended to use temperaturedata loggers to record the temperature data. Dataloggers are available to monitor a wide range oparameters such as temperature, humidity, voltageand current. Data is transerred to a PC with an USB orserial cable. A range o wireless data loggers are alsoavailable.

The position o thermometer or sensor should bedefned like 1 m above the oor level , opposite wall tothe window or similar.- as a qualitative way using dedicated surveys. Theresulting temperatures will then be estimated by thetenants

rek o the WP

No remarks

4.8. Ovell wte conption [Hot] &

[Cold]


meteing unitm3 /year

speciction & peieteWater consumption or the whole building and or awhole year.

The indicator s broken down in 2 similar indicatorsor the ollowing phases: the period beore theimplementation o the ESM and the period ater theimplementation o the ESM.


4.9. CO2 Eiion de to eneg e inopetion [Beoe] & [ate]


meteing unitKg o equivalent CO2 / m / year




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speciction & peiete (will be clclted b theWP lede)Greenhouse gas emissions due to the measuredenergy consumptions. It is a direct conversion o theoverall fnal energy consumptions depending on thetypes o energies and the national conversion actors(in particular or the electricity. Standard emissionactor or consumed electricity in EU Countries aregiven in the bellow table Source: EC, How to developa sustainable energy action plan (SEAP) guidebook,2010, Table 5, p. 63, www.eumayors.eu).

Perimeter: limited to the uses concerned by themeasure.

CO2 emissions to be calculated:Fuel weight (kg) x net calorifc value MWh/kg x carbondioxide emission actor x (1-unburnt carbon content)


4.10. Envionentl ipct o bildingteil ed o enovtion o the

thel envelope


meteing unitText stating i you have considered the environmentalimpact o building materials.

speciction & peieteThe purpose o this indicator is to present theenvironmentally conscious selection o buildingmaterials / construction products used or the energyrestoration o the building envelope and the building asa whole, respectively (depend on the type o ESM).




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The environmental conscientious is expressed through

the list o indicators o environmental impacts givenin Environmental Product Declarations EPDs orconstruction products. EPDs reects the impactso a product during its production (craddle to gate),ollowing ISO 14025, ISO 21930, ISO 14020 in ISO14040.

Some countries in EU have already created nationalEPD data bases, that can be used to assess theenvironmental impact o the installed buildingmaterials or improvement o thermal characteristics

o the envelope (i.e.: insulation + plaster or similar,window rames).

Where the data are not available the frstapproximation can be done with similar products romGerman database: oekobau.dat (available at www.nachhaltigesbauen.de)

You can also use the data rom the ollowing scheme:

4.11. she o renewble in Ovell EnegConption [Beoe] & [ate]


meteing unit% o kWh o fnal energy /m2 / year

speciction & peieteIn the overall consumption o (delivered) energy or awhole year (rom 4.1) the share o delivered renewable

energy is estimated (biomass, % o RES in districtheating, % RES in electricity used).

rek o the WO

No remarks




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5.1. Coplint o tennt


meteing unit%

speciction & peieteAverage annual complaints above tenants o theperimeter compared to the total number o tenants.


5.2. Vcnc te [Beoe] & [ate]


meteing unit% per year

speciction & peieteThe percentage o all ats which are unoccupied or notrented at a given time.

The indicator s broken down in 2 similar indicatorsor the ollowing phases: the period beore theimplementation o the ESM and the period ater theimplementation o the ESM.



AWARENESS ASSESSMENTON COMMON MEASURINGUNITS

The indicto o ocil peonce willbe blit ding the aFTEr poce in odeto identi wht cle cn help to ethe eception nd the ipct o the enegving ee b the tennt.The t led developped in the Hndbooknd ipleented in the Invento t toidenti oe pect nd oe indictoed b the sHO in ode to ollow thetennt behvio.


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5.3. Tnove te


meteing unit% per year

speciction & peieteThe percentage per year o the total units in a socialhousing that change occupants.


5.4. Esm wene - concete ee


meteing unitDescribe the measure and give your opinion on theeect e.g.:

Recommendable OK No eect Others (describe)

speciction & peieteConcrete measures to encourage awareness. Theconcrete measures can be divided in- Incentives (energy saving campaigns, climatecampaigns, energy certifcates)- Breaking down barriers (economical subsidies,energy advisors (or the tenants), success stories)- Operational (result contracts, energy manager)

rek o the WP

No remarks

5.5. Cot o the Esm wene ee


meteing uniteuros

speciction & peieteThe costs must be specifed with an approximatecalculation such as printing costs, costs o it (e.g.creating a homepage or a campaign) and the number

o hours spent x average gross salary.

rek o the WP

No remarks

5.6. stiction o the hoing copnegding the Esm


speciction & peieteComment i you are satisfed or not with the ESM.Would you recommend it to your colleagues? What arethe mistakes you did in the design/implementation othe ESM? What would you do dierently i you could?

Comment in the reliability o the ESM what are e.g.your experiences on prediction o ailures?

rek o the WP

No remarks


AWARENESS ASSESSMENTON COMMON MEASURINGUNITS


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HaNDBOOKTIPS REGARDING THE

IMPLEMENTATION OFTHE ESM

The indicto o econoic peoncehold indicte the lie ccle cot o nEsm within it peiete.aFTEr inl i t identi the pivtecot ecienc o n Esm o socilHoing Copn.

Cot clcltion die o one contto nothe nd o one sHO to nothe(inteet te, cot o eneg, leglnncing, etc...). The objective o theInvento i inl to nge to identielevnt indicto egding the cot bleto e the ecienc o one ee.

The tips regarding one ESM are supposed to highlightsome direct recommandations thanks to the SocialHousing Organizations experiences and bestpractices.

These tips will help to help to identiy relevantpractices in order to optimize the ESMs and someissues that may be related to these measures.The objective is to highlight qualitative points toimprove during the lie cycle o the measure.

The solutions can be both technical maintenancepoints or operational and management innovationsregarding a measure and can be implemented romthe beginning o its implementation to the post-management o the ESM.

6 main steps can be identifed in order to identiypotential tips:

- identiction o the conption nd o theeneg ving ee: interventions and routinesto implement in order to identiy upstream thepotential savings .

- deign nd conception o the ee, plnning othe ipleenttion: technical and operationnaldefnition o the measure adapted to the context othe company (rameworks, tools).

- ipleenttion nd dpttion o the Esm: on-feldexperience and issues identifed.

- eception nd optiiztion o the Esm b tenntnd e: potential o optimization linked withtenants education and awareness.

- intennce, coection nd ipoveent o theEsm b sHO t: ollowing o the routines aterthe implementation.

- evltion o the Esm nd ting: integration o theESM in the SHOs asset management and standardtools.


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1

2

34

5

6Identictiono theconptionnd o theEsm

Deignnd conceptiono the ee,plnning o theipleenttion

Ipleenttionnd dpttiono the Esm

receptionnd

optiiztiono the Esmb tenntnd e

mintennce,coection

nd ipoveento the Esm

b sHO t

Evltiono the Esmnd ting

Wtching (t).Wtching (tennt nd e)Tining (t).Dignoi tool

Negocition nd contctl pectrelevnt ptne nd bcontctoFinncing oltionDeignPlnning optiiztion

Technicl tipIeEvltion nd contol tie line

awene cpinCollecting opinion

Coniction tool

st tiningPt

Map scientific methodologies.pdf

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