the story, a continuing journey and its learnings for India Kevin - - PowerPoint PPT Presentation

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the story, a continuing journey and its learnings for India Kevin - - PowerPoint PPT Presentation

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The EU Energy Performance of Buildings Directive (EPBD): the story, a continuing journey and its learnings for India Kevin ORourke Regional Workshop Hyderabad, 28 August 2018 Project implemented by EXERGIA S.A. This project is funded by

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This project is funded by The European Union

Project implemented by EXERGIA S.A. member of SACO Consortium, in collaboration with PwC India

The EU Energy Performance of Buildings Directive (EPBD): the story, a continuing journey and its learnings for India

Kevin O’Rourke

Regional Workshop

Hyderabad, 28 August 2018

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Structure of presentation on EU experiences EU EPBD: legal & policy background, key requirements ORIGINAL EPBD: focus, implementation Q&A: Possible application to implementing ECBC in India?

‘RECAST’ EPBD: new requirements, implementation

8 2 4

IMPACT: What has EPBD achieved?

5

CONTINUING CHALLENGES: steps, actions, experiences

6

PROPOSALS FOR EPBD 3: new requirements

3 1

SUMMARY – success factors, lessons

7

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28 EU Member States: Context, diversity, status 500 M population in 28 Member States:

❑ Not a federal Union ❑ Diverse sizes – from 0.4 M population to 80 M population ❑ Diverse levels of economic development ❑ Diverse climates and architectural idioms ❑ Diverse political/ administrative/ regulatory traditions ❑ Diverse educational systems ❑ Diverse approaches to setting building codes ❑ Diverse systems and cultures of compliance enforcement

BUT ALSO: Many common and shared principles

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European Directives

▪ A Directive is issued by the European Commission and approved by

European Parliament and Council of Ministers

▪ It contains mandatory instructions to the

Governments of all Member States

▪ State laws by must be adapted or produced

in line with the requirements of the Directive and before the specified deadline/s

▪ A ‘principle of subsidiarity’ applies, whereby

much implementation detail is at the discretion of individual Member States, allowing a diversity of approaches

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EPBD 1 (2002): Key requirements on Energy Performance

The Directive obliges all Member States, by specified dates*, to:

1.

Adopt an Energy Performance (EP) calculation methodology that complies with EU guidelines

2.

Set Minimum Energy Performance Standards for new buildings and ‘major renovations’

 Standards to be reviewed at least every 5 years

3.

Establish Energy Performance Certification** (energy label) mandatory for all new buildings &/or all buildings offered for sale or rental * Up to 3-year extension was originally allowed on full implementation of some requirements ** Must be done in an independent manner

  • Cf. ECBC
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A key support to implementation: The EPBD collaborative forum/ framework

EPBD-CA 4 2016-2018

Progressive broadening and deepening

Legislation, standards, tools Training, EP certification Cost optimal, QA, enforcement NZEB, renovation

(= ‘Concerted Action’) Launched by EU Commission to promote dialogue and exchange of best practice between Member States

Databases, smart, finance

EPBD-CA 5 2019-2021?

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EPBD implementation steps Approaches/ experiences from EU and its Member States

▪ Governance ▪ Action Plan/ Roadmap ▪ Stakeholder consultation ▪ Cost optimal studies ▪ Regulatory Impact Assessment ▪ Assigning functions, powers, resources ▪ Admin & data systems ▪ Legal transposition Technical standards Calculation methods Software RD&D projects EP targets Training & exams Codes of Conduct Registration systems EP certification Industry readiness >>>>> NZEB Legal authority Responsibility Registers Databases Quality assurance Auditing Enforcing action Industry action EP certification visibility Skills enhancement Promotion campaigns Financial instruments Renovation strategies

ADOPTION COMPLIANCE

Impact

ENFORCEMENT LEVERAGE

Enforcement ‘Systems’ Capacity Technical Institutional & Legal

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National calculation methodologies and software

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Aligned with EN standard

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EPBD: accelerating the progression in EP targets

After 31 December 2020 all new buildings occupied are to be ‘nearly zero’ (NZEB) energy buildings (31 December 2018 for public buildings)

Ireland

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Many variations ….

But, despite differences, we can all “read” similar message in any of the certificates…

Design formats for some EP certificates (labels) in Europe Public consultation

  • n design,

scales etc.

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EPBD 2 (‘recast’) (2010): New requirements

❑ Establish and apply a ‘cost optimal’ methodology* in 5-year

review of EP standards

❑ Define and achieve a ‘Nearly Zero Energy Buildings’ (NZEB)

standard by 2019-2021 – including publishing ‘roadmap’ to this goal

❑ Mandatory inclusion of EPCs in adverts of property for sale

  • r rental

❑ Establish independent monitoring and control systems for

EPCs * A form of ‘Life Cycle Analysis

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Defining ‘Nearly Zero Energy Buildings’ (NZEB) Performance Criterion (‘Primary Energy’):

 New buildings: less than 50 kWh/m2 for most buildings (possibly 150-200

kWh/m2 for intense activity buildings such as hospitals)

 Renovations to existing buildings: less than 150 kWh/m2 for most

buildings (possibly 250-300 kWh/m2 for intense activity buildings such as hospitals)

 Potentially ‘energy positive’ (from export of renewable energy surplus…..)

‘Significant’ Renewable Energy contribution

Comfort criteria - Maintain acceptable levels of:

 Internal environmental temperature  Humidity  Air quality and movement  Lighting levels and quality  Noise

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Simplified example of ‘roadmap process’ to ‘NZEB’

0.4 0.2 0.6 0.8

0.4 0.2 0.6 1.0 0.8

1.0

EPC CPC Code 2005 Code 2007 Code 2011 NZEB LZC Code 2018

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RD&D projects: helping to build capacity & confidence Low energy building demonstration projects in Europe: 30 examples from 19 Member States

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Main policies & measures in support of improved EP standards

  • No. of

Member States

  • No. of

Member States

For new-build For major renovations

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Visibility of EP Certificates

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Influencing buyer choice & valuation: Emerging research from a number

  • f EU countries indicates that a better energy rating on the EP certificate

translates into a higher building price or rental rate Linking to rules on ‘Green Public Procurement’ (another EU Directive)

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Roles of key-players in a well-functioning market of EE buildings

The industry: Role, readiness,

  • pportunity

Quality

EP (ECBC) targets are a ‘LEVEL PLAYING FIELD’ for developers/ builders Construction is a sector where REGULATION drives INNOVATION

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When did your country/ region start to enforce the requirements for new buildings?

Enforcement and sanctions profiling for EU Member States

Most powerful sanction: denial of permit Obliges corrective action to comply

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Examples of technologies driven by building energy codes

▪ Higher performance insulation materials ▪ Vapour barriers, draught sealing ▪ High performance glazing ▪ Solar shading and control products ▪ Passive ventilation products, mechanical ventilation heat recovery,

hybrid ventilation systems

▪ Smarter heating controls ▪ DHW insulated storage, heat exchangers ▪ Condensing boilers ▪ More efficient chillers ▪ More efficient motors, variable speed drives ▪ Solar water heating ▪ Biomass boilers ▪ Heat pumps ▪ Group heating for apartments, heat metering, heat exchangers ▪ Energy efficient lighting: LED lamps, luminaires, controls ▪ Comprehensive building systems/ offsite construction

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EPBD achievements: IMPACTS

  • 1. Energy, cost and emissions savings, plus more energy security
  • 2. Step change in code standards of energy performance in many

countries – but not all

  • 3. EP established as an integral requirement in building design,

specification, procurement and marketing processes

  • 4. Helping to drive renewable energy deployment
  • 5. Widespread market visibility and awareness of EP of buildings

(EPC)

  • 6. Evidence of impact on property values
  • 7. Impetus to innovation (better quality & cost) by designers,

developers

  • 8. Upskilling of other service providers within the building industry
  • 9. A clear policy commitment and path to ‘nearly zero’ energy

buildings

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EPBD 3: PROPOSALS EC announcement of ‘Clean energy for all Europeans’ package (2016) – adopted in 2018:

  • 1. EPBD contents extended/ modernised
  • 2. Stronger requirements on databases to enable QA and

enforcement

  • 3. Encouraging exploitation of ICT for automation & control
  • 4. New obligations on electro-mobility facilities in buildings
  • 5. New ‘smartness indicator’ on readiness for new dynamic

technologies & grid interaction

  • 6. Emphasis on long term renovation strategies, with milestones

leading to 2030 & 2050 (incl. alleviating ‘energy poverty’)

  • 7. ‘Smart finance for smart buildings’ initiatives

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EPBD implementation: SUCCESS FACTORS

1) Leadership, commitment & coordination in governance 2) Clear action plan/ roadmap 3) Consultation and consensus on both legislative & operational details 4) Coordinated structures, clear responsibilities (compliance chain) 5) Clear and realistic (but sufficiently ambitious) targets, timetables 6) Allied policy activities (e.g. demonstration projects) – capacity, confidence 7) Technical criteria based on robust evidence –research, market trials, international 8) Coordinated training programme ensuring sufficient numbers upskilled 9) Tools – good quality support documentation & software tools which are validated & compatible with the official administrative systems software 10)Investment in on-line databases & ICT smart administrative systems - enable monitoring, verification, enforcement & future initiatives and strategies 11)Well designed monitoring, validation, QA & enforcement systems 12)Sustained communication campaigns through multiple channels – with the industry & general public (including political representatives) 13)Active collaboration & sharing of best practice experiences

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The ‘supply chain’ = the ‘skills chain’ = the ‘quality chain’

Plan Commission Design Construct Specify Install Sell/ let Operate Maintain Specialist services Air leakage testing Product suppliers Trainers Design tools Architects Engineers Quantity Surveyors Builders Installers Regulators Clients Users Service Agents Registration/ certification bodies Financial institutions Improve/ Demolish EPC EIS Planners Etc.

Lessons for India?: Stakeholders in a complex arena

An industry arena of diverse, fragmented, sometimes disconnected sets of skills Multiple market players & influencers

Inspectors & Certifiers Utilities

Consultation Co-ordination Tools Training Enforcement

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Lessons for India?: The ingredients for success

▪ Governance ▪ Action Plan/ Roadmap ▪ Stakeholder consultation ▪ Cost optimal studies ▪ Regulatory Impact Assessment ▪ Assigning functions, powers, resources ▪ Admin & data systems ▪ Legal transposition Technical standards Calculation methods Software RD&D projects EP targets Training & exams Codes of Conduct Registration systems EP certification Industry readiness >>>>> NZEB Legal authority Responsibility Registers Databases Quality assurance Auditing Enforcing action Industry action EP certification visibility Skills enhancement Promotion campaigns Financial instruments Renovation strategies

ADOPTION COMPLIANCE

Impact

ENFORCEMENT LEVERAGE

Enforcement ‘Systems’ Capacity Technical Institutional & Legal

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REFERENCES

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ACE: E2 Position Papers #1&2 EU ‘BUILD UP’ website www.buildup.eu EPBD ‘Concerted Action’ website www.epbd-ca.eu

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Key outcomes and progress summarised Three successive EPBD CA ‘books’ have been published, covering key thematic activities and learnings, plus updated implementation reports from each Member State

594 pages!!

www.epbd-ca.eu

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SUMMARY

▪ EPBD in its third phase of evolution ▪ A key policy instrument driving market change:

 Accelerating EP standards  Making EP visible  Stimulating innovation  Paving the path to 2030+ targets

▪ But variable ambition and enforcement levels across Member

States

▪ Beginning to extend its impact into the renovation sector ▪ EPBD 3 has new proposals, extending to:

 Emphasis on renovation strategies  Emphasis on finance  Electromobility  ‘Smart buildings’

▪ A continuing work in progress……

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ACE:E2 project website www.ace-e2.eu EXERGIA Energy and Environment Consultants

Omirou Str. & Vissarionos 1, 106 72 Athens Tel: +30210 6996185, Fax: +30210 6996186

www.exergia.gr

In collaboration with

Price Waterhouse Coopers India

Building 10, Tower C, Floor 17th, DLF Cyber City Gurgaon 122002, Haryana| India

  • Tel. +91 0124 3306259

www.pwc.in

Thank you for your attention: Questions & Discussion?

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SUPPLEMENTARY SLIDES

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‘MENU’ of possible areas of support need: ECBC system implementation (after legislation) - key elements & action issues

Governance Administration Technical Methodology Capacity Building - People Capacity Building – Data Systems Enforcement

COORDINATION CONSULTATION PROMOTION

Steering Group Action Plan Ministries’ commitment → Legislation Public/ stakeholder consultations Review

Finance ??

Budget & Personnel Operational authority ECBC team Awareness/readiness campaigns Public sector leadership?? Standards authority/ committee? Key software development & validation 3 ECBC options for compliance Specialist support TOOLS/ software Guidance documents EPCs/ energy labelling ? Databases/ Registers: ECBC certifiers ECBC certificates – Scope? ECBC audits? Assigned authority (building control) Compliance monitoring reports Quality assurance system Penalties system Appeals procedure? Training the Enforcers Documentation rules Extent of ‘self-certification’? Audit chain Legal & insurance issues Accredited training providers Training specification Construction product & service providers RD&D projects Training delivery Train the Trainers Examination/s? Numbers of qualified professionals required Product & service certification CPD Training the technicians & trades? Code of practice

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GOVERNANCE & CO-ORDINATION EU & NATIONAL LEVELS

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Governance messages

1.

Coordination group

2.

Ownership

3.

Ongoing awareness campaign

4.

Stakeholder consultation - common implementation forum

5.

Action Plan – development and implementation

6.

Reporting frequency

7.

Sanctions for infringement

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Typical core national EPBD Steering/ Co-ordination group National energy agency (Sec) Ministry of Energy Ministry of Construction (Chair) Office of Public Works Other? Ministry of Local Government Other? Plus consultative forum for market stakeholders & facilitators

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EU EPBD Implementation: Governance & Support System

EU Commission EU Council of Ministers EU Parliament Management Committee

  • f Member States

CEN CEN Committees Liaison Committee ‘Concerted Action’ – Collaborative Forum Member States’ authorities EU Joint Research Centre IEE RD&D projects

Member State authorities IMPLEMENT

National Standards Authorities Member States’ EPBD Action Plans EU Legal Services

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Example: Implementation in Ireland - Action Plan

SECTION 2. LEGAL TRANSPOSITION & ACCOMPANYING MEASURES Section Lead Responsibility J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J 2.1 Building Control (Amendment) Bill DEHLG/Oireachtas Regulations on: BER residential, non-residential & large public service buildings; major renovations; alternative energy systems P E European Communities 1972 Act DCMNR S.I. Boilers/ Heating Systems P E DCMNR S.I. Air Conditioning Systems P E 2.2 Phasing of EPBD Provisions: Operative Dates DCMNR/DEHLG/SEI Feasibility Assessment of Alternative Energy Systems O >> DCMNR/DEHLG/SEI Phase 1 Amendments of Building Regulations Part L DCMNR/DEHLG/SEI Major Renovations of Large Buildings O >> DCMNR/DEHLG/SEI Phase 2 Amendments of Building Regulations Part L O >> DCMNR/DEHLG/SEI BER: New Buildings, New Public Service Buildings, Boilers, A/Cs O >> DCMNR/DEHLG/SEI BER: Existing Buildings, Existing Public Service Buildings O 2.3 Vendor Information Pack DEHLG Vendor Information Pack Regulations (Housing Act) P E SECTION 3. INSTITUTIONAL ARRANGEMENTS AT NATIONAL/ EU LEVEL Section Lead Responsibility J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J 3.1 DCMNR/DEHLG/SEI EPBD Working Group 3.2 SEI/DEHLG EDMC - Article 14 Committee (Estimated Dates) 3.3 SEI EDMC CEN Sub-Group (Estimated Dates) 3.4 NSAI NSAI EPB Standards Committee 3.5 SEI EPBD Concerted Action Project - EIE 3.6 DEHLG/ DCMNR Information on Planned Implementation in other MS SECTION 4. TECHNICAL SYSTEMS DEVELOPMENT MEASURES Section Lead Responsibility J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J 4.1 CEN Standards CEN/NSAI Outline Standards CEN/NSAI Draft Standards CEN/NSAI prEN Standards P CEN/NSAI Public Inquiry Period CEN/NSAI Adoption as EN/ National Standards (range of possible dates) P P 4.4 Setting of Minimum Energy Performance Standards DEHLG Phase 1 Review of Building Regulations Part L C C C P E DEHLG Phase 2 Review of Building Regulations Part L C C C P E BER Technical Development: Residential Buildings O >> O 4.2 Adoption of National Methodologies DEHLG/SEI Further Research on Methodology for Dwellings DCMNR/DEHLG/SEI Adopt National Methodology - New Dwellings/ Simplified C P DCMNR/DEHLG/SEI Adopt National Methodology - Existing Dwellings 4.3 National Technical Data SEI Residential/Simplified Methodology Sp CS R 4.6/ 4.7 Development of Calculation and Survey Software SEI Study on Strategic Options Sp CS R SEI/DEHLG Investigation of Detailed Options - New & Existing Homes SEI Decision on Software - Dwellings D SEI Development/validation of first software - New Dwellings P SEI Development/validation of first software - Existing Dwellings P 4.8 Building Energy Rating (BER) SEI BER System - Residential Sector DD C D P 4.9 Advisory Report SEI Advisory Report - Residential Sector DD C D P P 4.14 Training & Accreditation of Assessors SEI Develop & Accredit Training Course - Residential BER Sp CS R SEI Commission & Deliver Training Course - Residential BER 4.18 Piloting and Review SEI Preliminary Pilot Sp CS R SEI Full Pilot - Residential Sector SEI Review - Residential Sector SECTION 4. TECHNICAL SYSTEMS DEVELOPMENT MEASURES (CONTINUED) Section Lead Responsibility J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J BER Technical Development: Non-Residential Buildings O >> O 4.2 Adoption of National Methodologies DEHLG/SEI Further Research on Methodology for Non-Residential Sector DCMNR/DEHLG/SEI Adopt National Methodology - Non-Residential/ Complex 4.3 National Technical Data SEI Non-Residential/ Complex Methodology Sp CS R 4.6/ 4.7 Development of Calculation and Survey Software SEI Study on Strategic Options Sp CS R SEI/DEHLG Investigation of Detailed Options - New & Existing Buildings SEI Decision on Software - Non-Residential Buildings D SEI Development/validation of software - New Non-Residential SEI Development/validation of software - Existing Non-Residential 4.8 Building Energy Rating (BER) SEI BER Non-Residential DD C C C D P 4.9 Advisory Report SEI Advisory Report - Non-Residential DD C C C D P 4.14 Training & Accreditation of Assessors & Inspectors SEI Develop & Accredit Training Course - Non-Residential Sp CS R SEI Commission & Deliver Training Course - Non-Residential 4.18 Piloting and Review SEI Preliminary Pilot Sp CS R SEI Full Pilot - Non-Residential Sector SEI Review - Non-Residential Sector Other Technical Development Measures 4.5 Large New Buildings - Feasibility Assessment of Alternative Energy Systems O >> SEI Generic National Study Sp CS R C P SEI Updated Generic National Study Sp CS R C P 4.11 BER: Large Public Service Buildings SEI Additional Research on Methodology, Procedures, Databases C C C C SEI Adopt Appropriate Methodology for Existing Stock Public service orgns Energy assessments for BER 4.12 Energy Efficiency of Boilers/ Heating Systems O >> SEI Study on Strategic Options Sp CS R DCMNR Decision on Boiler Inspection Vs. Information D DCMNR/SEI Steps to implement inspection/information system DCMNR/SEI Introduction of inspection/information system 4.13 Inspection of Air Conditioning Systems (ACS) O >> SEI Study on Strategic Options Sp CS R DCMNR Decision on Inspection of ACS D SEI Develop Training Programme for Inspection of ACS Sp CS R SEI Deliver Training for Inspection of ACS SEI Introduction of Inspection of ACS 4.15 Quality Assurance SEI Develop Quality Assurance Scheme/s SEI Oversee Implementation of QA Scheme/s 4.16 National Databases/ Registers SEI Establish links with existing databases SEI Database of technical default data SEI Database of existing BEPC & Inspections SEI Register/s of Assessors, Inspectors and Auditors SEI Database/s Supporting Advisory Reports Sp CS R SEI Invite Tenders for development of Software Specification SEI Commission development of Software Specification SEI Develop Specification for Software Required SEI Invite Tenders for development of Software SEI Review Tenders SEI Commission Development of Software SEI Development of Software SEI Pilot Software SEI Review Software 4.17 Administration Committee / Secretariat SEI Strategic Study Sp CS R DCMNR/DEHLG/SEI Decision on Administration Structure D SEI Establish institutional arrangements for administration of schemes SECTION 5. CONSULTATION, PROMOTION & INFORMATION CAMPAIGN Item Lead Responsibility J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J 5.1 Consultation SEI/DCMNR/DEHLG Preparation of Draft Action Plan by EPBD Working Group DCMNR/DEHLG Approval of Draft Action Plan by Ministers P Public Consultation on Draft Action Plan C C C DCMNR/DEHLG/SEI Review of Draft Action Plan R SEI Publication of Action Plan P SEI Draft Action Plan review R P SEI Implementation of Action Plan & Ongoing Review 5.2 Workshops SEI/DEHLG Briefings to construction & property sector, & media/ public SEI Public Sector Workshops (re. Draft Action Plan) SEI Workshops for Residential Sector (re. Draft Action Plan) SEI Workshops for Non-Residential (re. Draft Action Plan) SEI BER Interest Groups - Residential SEI BER Interest Groups - Non-Residential SEI Advisory Report Residential SEI Advisory Report Non-Residential SEI Workshops on Boilers SEI Workshops on Air Conditioning System Inspections 5.3 Promotion and Information Campaign SEI Develop Concepts with Communications Agencies SEI Development of Campaign & Materials SEI Carry out Campaign 5.4 National EPBD Website DCMNR Reserve Domain Name www.epbd.ie SEI Establish and Maintain Website 2008 2004 2005 2006 2007 2008 2004 2005 2006 2007 2008 2004 2005 2006 2007 2008 2008 2004 2005 2006 2007 2004 2005 2006 2007

Gantt chart showing:

  • Tasks
  • Responsibilities
  • Timelines/ Deadlines

Institutional Technical systems Admin systems Communications Transposition

Published by Steering Group

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ROLE OF DATABASES

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The value of databases - Messages

1.

Consistent lodgement system for all applicable buildings

2.

Locked-in record of activity and compliance

3.

Reporting resource – and motivator

4.

On line system efficiencies – cost effective

5.

Foundation to QA strategies – post auditing

6.

Linkage to ancillary products and services

7.

Evolving profile of building stock – informing future renovation strategies

8.

A key to CONTROL

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Example: Administration System for EP certifiers

Quality Assurance

  • f Scheme

Maintain Register

  • f EP certifiers

Maintain National EP Certificate Database Help Desk Report to Administration Committee Provide software technical support

Administration Body

Set & operate rules for EP compliance

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Building control: Chains of responsibility and integrating energy performance requirements ENFORCER Lead certifier

Ancillary certifiers (ventilation) Ancillary certifiers (structural)

Ancillary certifiers (fire)

Ancillary certifiers (noise) ‘Building Control Management System’ Database Building Control Authority

Building

  • wner

Possibly assisted by energy agency Ancillary certifiers (energy)

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Example of an approach to QA and sample auditing: Aim - know, maintain and improve quality Control (inspection/ audit) system elements

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Key elements in effective enforcement of Building Energy Codes

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▪ Legal framework: define clear responsibilities ▪ Effective system of compliance checking ▪ Choose appropriate points for declaring performance/ checking

compliance

▪ Monitor the compliance rate ▪ Sanctions need to be effective, proportionate and adapted to local

context

▪ Design and build an independent control system ▪ It needs policy commitment and money

+

Organisational Systems (incl. Building Control!)

+

Technical Tools

+ +

Competence Leverage - Promotion, Enforcement Conduct

UPSTREAM SYSTEM DELIVERY: Quality of designers & certifiers

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CAPACITY BUILDING & TRAINING

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Capacity and Training: Messages

1.

Awareness

2.

Grow from existing systems

3.

Tools

4.

People – practitioners, enforcers, facilitators

5.

Balance - V, Q, QA

6.

Training – smart modes of delivery

7.

Demonstration projects

8.

Industry readiness

9.

Build ICT administration systems

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Tools

❑ Master guidance documents – technical and administrative ❑ Further detailed support/ practice documents – thermal,

electrical, renewables…..

❑ Approved calculation software/s ❑ Software manual ❑ Product databases ❑ Registers/ databases of competent service providers ❑ Accredited/ accepted construction details ❑ Thermal bridge modelling ❑ Air leakage testing services ❑ Technical details/ guidance from product manufacturers ❑ Life cycle analysis guidance ❑ Etc.

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The ‘supply chain’ = the ‘skills chain’ = the ‘quality chain’

Plan Commission Design Construct Specify Install Sell/ let Operate Maintain Specialist services Air leakage testing Product suppliers Trainers Design tools Architects Engineers Quantity Surveyors Builders Installers Regulators Clients Users Service Agents Registration/ certification bodies Financial institutions Improve/ Demolish EPC EIS Planners Etc.

Awareness & Training: Stakeholders in buildings sector – 3 categories

An industry arena of diverse, fragmented, sometimes disconnected sets of skills Multiple market players & influencers

Inspectors & Certifiers Utilities

Consultation Co-ordination 1.Building & property industry 2.Enforcement authorities

  • 3. Facilitators
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Training categories

Facilitators/ Trainers Building & property industry Core responsibility for delivery Awareness Enforcement bodies Certifiers/ verifiers Local authorities

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Training of trainers

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Capacity building for energy performance & certification: the chain of success (or failure)

Energy saving impact Quality of buildings Quality of registered EP professionals Quality of tools QA Conduct Competence Training Pre-qualifications Examination

Service Reputation & Effectiveness

Enforcement

Quality of builders trades and products Quality of auditors/ verifiers

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Creating market success: Responsibilities for service volume (V), quality (Q) & quality assurance (QA): What people ?

SERVICE delivery

“Market” (Building Owners/ Agents)

Docs Docs Docs Docs Docs Docs Docs Docs

Q

Validation Accreditation Post- auditing

QA

Accreditation bodies Professional bodies Authorised agencies Scheme administrator

V

TIME

Documented procedures Training & exam delivery Training materials Tools/ software EN/ National Standards Actions

Training providers Training developers Software developers Research providers CEN &

  • Natl. Stds.

bodies Responsibilities Outcomes

Registered Certifiers

State & Regional Authorities

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Example: Core Theme ‘Training’- range of topics covered COMPETENCE/ SKILLS/ TRAINING:

1. Requirements of experts 2. Guidance on training materials 3. Examinations 4. Training the trainers 5. Quality Assurance 6. CPD

CONDUCT/ DISCIPLINE:

1. Codes of Conduct 2. Complaints & disciplinary procedures

ORGANISATIONAL/ OVERSIGHT:

1. How many categories of experts 2. Towards harmonisation of mutual recognition 3. Design of central registers 4. Experience in managing and operating central registers 5. Creating opportunities for shared learning

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  • Computer or print based
  • Face-to-face (classroom, one-on-one)
  • Distance mode (print and e-learning)
  • Courses and workshops
  • instructor-led training – classroom type
  • e-learning – downloadable, self-paced training (Internet, PC)
  • self-paced training (for distance learning or blended learning)
  • video instructor-led training – content on DVD
  • online instructor-led training – real-time interactive training
  • etc.
  • National/ State examination: form and content?
  • Content: regulatory, technical, administrative knowledge
  • Questions (multiple choice answers?)
  • Work on an assignment project (assessing a building for

certification)

Training delivery modes in EU countries: many options

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SLIDE 51

Member of SACO consortium

Registered Energy Performance Certifiers: Example of Code of Conduct elements

▪ Competence ▪ Data integrity ▪ Obligation to act with due care in an independent manner ▪ Indemnification of national authority and Insurance ▪ Records, data and documentation ▪ Confidentiality and data protection ▪ Client service ▪ Charges and levies ▪ Advertising and sales promotion ▪ Compliance monitoring ▪ Appeals, complaints and disputes ▪ Public registers managed by national energy agency

 Register of certifiers  Register of certificates (and source input data)

▪ CPD obligations

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Professional ethics Behave in an independent manner

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SLIDE 52

Member of SACO consortium

Example: Path from Training to Registration

Calculation Methodology Published Exam and ‘Assignment’ Training Spec Published Calculation Software developed Training programme(s) including assessment criteria validated Complete training Assessor details accepted on to National Register Register as EP Assessor Assessor completes assignments, while meeting all QA requirements Training Provider advertises validated programme Eligible learners register with Training Provider for programme

State authority Training Provider with Accreditation Body Training Provider Assessor

Training Provider Accredited