EeMAP Feedback Session www.energyefficientmortgages.eu Objectives - - PowerPoint PPT Presentation

EeMAP Feedback Session

www.energyefficientmortgages.eu

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Objectives

 Collect detailed national feedback on the draft proposals  Begin exploring national implementation  Focus on the Building Performance Assessment Criteria –

“what defines an energy efficient mortgage?”

EeMAP Public Consultation 12 Feb – 12 Mar

• To capture cross-sectoral feedback on

all sections of the draft proposals

• To express interest in supporting the

EeMAP pilot scheme Follow #EeMAP or search ‘EeMAP news’ for the latest updates

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

EeMAP Framework in Overview

Principles for Lending Institutions Building Performance Assessment Criteria Valuation Guidance and EE Checklist

• Sets the
• verall

framework

• Sets the

assessment criteria

• Guidance for

valuers

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Key Issues

Standardised vs. Flexible New build vs Existing Commercial vs. Residential Deep vs. Staged Simple vs. Robust Customer desires vs. Technically sound Pilot stage pragmatism vs. Final ambition

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Principles for Lending Institutions

• Sets the overall

framework

• Guidance for banks
• Banks will self-certify

12 High level principles



Suggested finance mechanisms



Guidance for banks on working with EE experts, valuers, contractors and other stakeholders



Guidance on providing consumer advice for EE finance



Data gathering / tagging requirements

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Valuation Guidance and EE Checklist

• Guidance for banks

instructing valuers

• Guidance for valuers
• Valuation+EE Checklist

Guidance and standardised approach to gathering EE information relating to value:



Guidance for the bank on what to ask for



Guidance and a “Traffic light” checklist for the valuer



Proposed training materials to be developed – made available under existing www.renovalue.eu training modules

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Building Performance Assessment Criteria

• Sets assessment criteria

and thresholds

• Gives general definitions
• Indicates future ambition

Criterion 1: Energy Performance Criterion 2: Ongoing Performance Monitoring Criterion 3: Quality Assurance General Definitions section explains key terms

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Criterion 1

• Energy Performance

A building will qualify for an EEM if its energy performance is either: a) nZEB compliant (where national definition exists) b) 20% better than current national building regulations c) Improved by at least 30% New Builds Renovations

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

General Definitions

• Energy Performance
• A calculation of delivered energy (kWh/m2 per year) – for

heating, hot water, cooling, ventilation (and lighting). Either: a) National Calculation Methodology (EPC calculation) or b)

• ther EN compliant tool
• Inputs must validated with a site visit and documentary evidence
• If a/b not available; measured energy may be used – but must be

normalised for climate and based on >2yrs data. E.g. Operational Rating EPC.

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Criterion 2

• Ongoing performance monitoring

The borrower (or 3rd party) shall report the following to the bank (or its 3rd party): a) Measured energy consumption

• by

energy carrier (e.g. electricity or fuel) - at least once per year. b) Revised EPC after renovation (if applicable).

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

General Definitions

• Measured energy consumption

Measured energy performance:

• As recorded by a (smart) meter. Must be available for each

energy carrier

• Manual meter readings accepted if recorded at least monthly.
• Data passed to the lender, (or 3rd party) to evaluate performance
• and to the EeMAP Coordinator (anonymized)

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Criterion 3

• Quality Assurance

All (EE) works undertaken should be:

• 1. Planned by a competent person with … nationally recognised

qualification …

• 2. planned and implemented … to ensure future energy efficiency

improvements are not adversely affected

• 3. undertaken by a competent contractor with … nationally

recognised qualifications … and approved by the lender

• 4. evidence of all works … submitted to the lender (or 3rd party)

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

General Definitions

• Nationally recognised
• Defined by national organisations representing EeMAP …

in consultation with relevant stakeholders.

• Definitions may need to be set differently for different

regions.

• During the pilot, definitions overseen by EeMAP

Consortium.

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

EeMAP Governance structure to oversee future

• development. Key areas of focus:
• Energy Metrics
• Ongoing Performance Monitoring and Performance

Guarantees

• Building Energy/Renovation Passports
• Wider Sustainability

Future Ambition

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Part 1: Process walk-through exercise

• To explore national implementation
• To identify bottlenecks

Part 2: ‘Traffic light’ feedback exercise

• To capture detailed feedback
• To identify opportunities and barriers for a

national pilot

Workshop Exercises

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

In Groups:

• Create a process flow / actor map
• Try to improve / add to the existing diagram, eg:
• Make it more nationally specific
• Add required data and data flows
• Missing actors
• Where are the bottlenecks?

Use the materials provided

Workshop Exercise 1: Process walk-through

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Workshop Exercise 1: Process walk-through

Try to improve / add this:

• Make it more nationally specific
• Add required data and data flows
• Missing actors
• Where are the bottlenecks?

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 746205.

Instructions:

• In groups
• Discuss and complete the ‘traffic light’ forms
• Red

= This will not work here – explain why

• Amber = This could work but needs changing – explain what
• Green = This can work / needs few changes – explain how

Workshop Exercise 2: Traffic Lights

EeMAP Pilot Scheme

• Launches 14 June 2018
• To express interest in supporting the EeMAP pilot scheme email:

europe@worldgbc.org

• To express interest in joining a UK EeMAP expert hub email:

richard.twinn@ukgbc.org http://energyefficientmortgages.eu/