Services to bridge the gap. Support Information Project preparation Preparation of applications Consulting Education Analyses PUBLISHABLE REPORT

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1 ClearSupport Paving Way for Better Energy Performance of Buildings in Europe Services to bridge the gap Financing institutions Support Information Project preparation Preparation of applications Consulting Education Analyses Building owners PUBLISHABLE REPORT December 2009 Supported by

2 ClearSupport EU Intelligent Energy Europe Programme EIE-/05/155/S Introducing a mechanism for the initiation of energy efficient building measures with focus on New Member States and South Europe Project Consortium: Energy Consulting Network/ECNet - Denmark Institute of Physical Energetics/IPE Latvia AF TERMA Lithuania BAPE Poland SEVEn- Czech Republic ZRMK - Slovenia The Technological Educational Institute/TEI Crete Investitionsbank Schleswig Holstein/IB - Germany Berlin EnergieAgentur/BEA - Germany Danish Energy Agency/DEA - Denmark Alectia - Denmark Fedarene Belgium FourFact Sweden Project coordinator Energy Consulting Network A/S December

3 The sole responsibility for the content of this report lies with the authors. It does not necessarily reflect the opinion of the European Community. The European Commission is not responsible for any use that may be made of the information contained therein. Content 1 Project Data Executive Summary Introduction to ClearSupport Energy Efficient Building Framework PSF Achievements ClearSupport Dissemination Evaluation of Project Achievements Lessons Learned Annex: ClearSupport partner contacts 3

4 1 Project Data Project ClearSupport Title Coordinator Partners Website Objective Benefits ClearSupport - Paving Way for Better Energy Performance of Buildings in Europe Nils Daugaard Energy Consulting Network, DK nda@ecnetwork.dk Tel Kaj Leonhart Petersen Energy Consulting Network, DK klp@ecnetwork.dk Tel Energy Consulting Network/ECNet - Denmark Institute of Physical Energetics/IPE Latvia AF TERMA Lithuania BAPE Poland SEVEn- Czech Republic ZRMK - Slovenia The Technological Educational Institute/TEI Crete Investitionsbank Schleswig Holstein/IB - Germany Berlin EnergieAgentur/BEA - Germany Danish Energy Agency/DEA Denmark Alectia - Denmark Fedarene Belgium FourFact Sweden To support EC goals for promoting small-medium scale sustainable energy projects. The scope of action has been to foster energy efficient building investments within the municipal and residential sector in Latvia, Lithuania, Northern Poland, Czech Republic and Crete/Greece. Through Project Service Facilities/PSFs to provide direct assistance to project owners and provide capacity building of stakeholders, thus paving the way for implementation of small-scale sustainable energy investments. The intended outcome of the action was from the outset the initiation of projects in the targeted regions. Duration 01/ /2009 Contract no EIE/06/189/SI Budget 1,638,616 (EU contribution: 50%) Key stakeholders Building owners in the residential & municipal sector in NMS andsouth EU and related stakeholders 4

5 2 Executive Summary ClearSupport has been a highly successful project proving that by means of a systematic effort it is possible to generate a high number of energy efficient building investments in five EU regions: Latvia, Lithuania, Pomeranian region of Poland, Czech Republic and Crete The learnings of this can feed into the European challenge of meeting the goal and boosting the economies following the financial crisis. The main scope of action has been: To assist building owners in the targeted regions on fostering investments via Project Service Facilities/PSFs To do a parallel effort on improving the investment framework (regulatory, technical and financial) Develop strategies for replicating the concept in conjunction with dissemination activities in the target regions and on broad EU scale. 2.1 Introduction The core aim of ClearSupport has been to bridge owners of buildings in need for refurbishment with financing sources for enabling the implementation. This has been done in form of a systematic approach on overcoming the barriers and bringing appropriate investments into life. The efforts have been supplemented with a full package of services, ranging from core technical issues to regulatory and financial aspects. The support from the Intelligent Energy Europe programme enabled gathering of the needed skills in order to build up appropriate competences and at the same time ensuring that these could be transformed into high quality services for the target groups. In parallel with the specific assistance to building owners the project has aimed at improving the framework for these investments. The intervention in this respect comprised: Financing schemes: Elaboration of financing schemes to improve the project owners access to undertaking the needed investments. Energy efficient building design: Focusing on analysing the state of buildings in the target regions and making available technical solutions. Regulatory framework: Assessing the surrounding policy & legislation in view of how to qualify the PSF services and recommendating improvements. 5

6 The anchor point of the mechanism is an entity, a Project Service Facility or short PSF, dedicated to serving the practical operator of facilitating the desired level of activities and investments. The PSFs have been operating in five locations: Latvia, Lithuania, Poland (the Pomeranian region), the Czech Republic and the Crete region of Greece. The PSF profiles are: PSF Latvia: has been hosted by Institute of Physical Energetics/IPE. A focus of PSF services has been to help housing associations and municipalities having potential for larger scale building renovations PSF Lithuania: has been hosted by AF TERMA. The PSF activities have run in parallel with the national program, Modernization of Apartment Buildings PSF Poland: has been hosted by BAPE and addressed activities in the Pomeranian region. A main focus has been to foster projects in the public sector, often by seeking financing of those via Structural Funds. PSF Czech Republic: has been hosted by SEVEn. Similar to the Polish PSF a main focus has been to support public projects. A specific feature of the PSF services in Czech Republic concerns the use of the ESCO concept in combination with Structural Funds. PSF Crete: has been hosted by The Technological Educational Institute/TEI. Due to the climate conditions a key focus has been to promote the use of solar energy in the buildings, not least these promotional efforts have been oriented towards the hotel secto 2.2 Improving Investment Framework Financing schemes Lessons learned and financing instrument The project team completed a set of financial studies and tools to help improving the access to financial sources. Two main studies comprised a report on lessons learnt from previous initiatives (D3.1) and a report on appropriate financing instruments (D3.2). Tools for adoption into PSF operations The above studies formed basis for recommending measures on how to improve the financial framework in the PSF regions and helping to adopt those. Tool 1 (D3.3) of ClearSupport contains such review of financing instruments (both traditional and more innovative ones) and specific recommendations for each PSF region, including taking into account aspects like energy tariffs, technical circumstances and local financing situation. Financial tools for the building sector Tool 2 (D3.4): PSF processes and procedures describe the work methods that the PSFs can apply in order to obtain the best possible interaction with its stakeholders and provide the most competent services on the initiation of appropriate investments; Tool 3 (D3.5): Guide to EE Building Financing for bankers, comprises a targeted guide for the financial sector to increase their awareness of opportunities and ability to evaluate energy efficient building projects better (technical & financial risk, property value etc.); Tool 4 (D3.5): Agreements and Contracts, comprises 6

7 materials/briefing sheets to be used for financing deals of investments; e.g. essentials of templates for agreements & contracts for adaption in the PSF s operations Tool 5 (D3.5): Subsidy guidelines for financing instruments aiming at establishing an appropriate level of subsidy taking into consideration the technical & financial nature of the projects with a view to achieving the highest volume of projects; Tool 6 (D3.6): Tools for project evaluation (technical and environmental standards for project evaluation) comprising a simple tool for the assessment of energy efficient building projects, addressing relevant technical, financial and environmental factors. Achievements in the PSF regions Revolving fund in Lithuania: A key recommendation has been to promote the revolving fund concept and in Lithuania ClearSupport was catalyst for putting in place a revolving fund on national scale. Achievements in other PSF regions: In Latvia ClearSupport took part in a working group on developing the Latvian Green Investment Scheme for increasing energy efficiency in buildings, a scheme that was implemented in June In Poland the project contributed significantly to promote new financing options, using the developed financial tools. In Czech Republic the project contributed to a further development of the ESCO market, including combining Energy Performance Contracting subsidies (including structural funds). In Crete the focus has also been to promote ESCO activities. However, as this market is not yet so developed as in Czech Republic the main scope of work has been to make aware of this instrument among the key stakeholders. Energy efficient building design Study of energy saving cost potential An investigation of the energy saving potential for building retrofitting in the PSF regions/countries as well as Slovenia, incl. characterization of existing building and saving potential for large building stocks and identification of most relevant technology measures and the associated costs Technology catalogue Containing a description of relevant energy efficient building measures. It takes attention on e.g. the varying climate conditions around Europe, though most of the measures are universal and can be implemented in all types of buildings. 7

8 Regulatory framework Study of the legislative framework The project team analysed the legislative framework in the PSF regions, including recommending appropriate adjustments, examining implications of building ownership structures and the aspects of local industrial capacity, including extracting the overall findings (D ) Strategy EU oriented strategy A final effort of the project team concerned developing a strategy - based on the ClearSupport experience - on the further promotion of energy efficient buildings in view of the energy policy goals and need for boosting the economy. The strategy report include recommendations on how to achieve this as well as an indication of the potential for replicating the ClearSupport concept in other regions (D2.5) 8

9 2.3 PSF Achievements The five PSFs were within the project period 1st May st December 2009 in contact with numerous potential project owners, and provided support to 230 of these projects through the PSF activities. Within the project period 36 of these projects were implemented, and for another 136 projects financial applications were submitted of which 72 was approved up to the end of December In addition 58 other projects were supported, most of them to be further prepared for financing. A few projects of these were terminated. The initial aim of the CS project was to develop projects (20-40 per region). As indicated above 172 projects were fully developed and 36 of these implemented. Another 58 projects was supported. Investments are in total estimated at MEUR, hereof MEUR for the already implemented 36 projects. The 230 projects in total represent an annual CO2 reduction of 19,823 tonnes, hereof 5,073 tonnes from the already implemented projects. The highest number of CO2 reductions was implemented in Poland while most CO2 reductions were prepared in Czech Republic. Energy savings accounts for 73,152 MWh, hereof 9,352 MWH from the already implemented projects. Electricty savings constitute 2.4% hereof. In terms of EUR needed per MWh of energy savings, the most cost effective projects were implemented or prepared in Latvia (see indicators below). Projects supported by PSFs Total= Others Number of Projects Financing application submitted Financing approved Implemented Number of projects supported by the five ClearSupport Project Service Facilities (as per December 2009) 9

10 As can be seen in the figure below most of the projects are within the public sector, in total 53% while 39 % are within the residential sector. 7% are within the private service sector, mainly comprising energy efficiency projects in hotels in Crete. 100% 90% 5% 0% 0% 0% 8% 22% 7% 80% 70% 60% 50% 75% 53% 50% 40% 14% 88% 92% 78% 30% 20% 10% 0% 36% 39% 25% 7% Crete Czech Republic Latvia Lithuania Poland Total Private Service Sector Public Sector Residential Sector Share of projects supported on sectors (as per December 2009) The projects supported under ClearSupport correspond to CO2 savings of almost 20,000 tonnes. The distribution of this on respectively residential, public and private sector investments is shown below: C02 Reductions Tonnes Residential Sector Public Sector Service Sector Total Others Financing application submitted Financing application approved Implemented CO2 reductions from projects supported (Tonnes) 10

11 Indicators Residential Sector Public Sector Private Sector Total Number of projects Square meters 193, ,731 56, ,232 Investments - MEUR Energy savings -MWh ,137 1,213 73,152 CO2 savings -Tonnes 4,519,7 14,266,5 1,037.,6 19,823.8 MEUR/Project EUR/m2 100., EUR/MWh Tonnes CO2/Project Kg CO2/m EUR/CO2 4, , , ,271.9 The figure below provides a picture of the type of energy saving measures included within the projects. water systems and 2 PV systems) and in 44 projects in total. For most of the projects the scope of investments includes traditional energy saving measures related to refurbishment of doors, windows, roofs and walls. A little bit more than half of the projects concerns renovation of the heating systems. As to renewable energy biomass boilers are included in one implemented project and in 9 projects in total (4%). Solar energy systems are included in 5 implemented projects (3 domestic hot Solar PV system Solar collectors - DHW Lighting Pipe insulation Ventilation and cooling Biomass boilers Heating system Basement Walls Roof Windows and doors 6% 13% 15% 27% 19% 4% 18% 57% 77% 79% 84% 0% 20% 40% 60% 80% 100% Distribution of project measures within all 230 projects 11

12 2.4 Evaluation of PSF Achievements in Project Initiations The main drivers for initiation of the projects supported by the PSFs have been: The availability of PSF services in terms of technical, legal and financial support Awareness raising activities carried out by the PSFs Availability of proper financing schemes High consumption of energy and the related high energy costs The success of the PSF activities with regard to implementation of concrete projects has largely depended on the availability of proper financing schemes in the individual countries. The PSF activities has ensured that the number of applications to the financing programmes has accelerated and that financing applications are of sufficient quality thereby reducing front-up costs as well as the time needed to consider applications. The major drivers in the individual countries as reported by the PSF have been: Crete: Large interest in energy conservation measures due to a rather high consumption of energy and the related high energy costs. Creation of publicity to already implemented success stories. Lithuania: Availability of financing combined with the project services offered by the PSF in respect of technical support, legal support and advices in respect of financing. Poland: The capability of the PSF to support projects in all key phases, from the initiation of the projects to the concrete implementation of the projects. PSF responds completely to the market needs, in the situation of highly variable surrounding conditions. Czech Republic: Increasing energy prices, availability of financing and use of the ESCOconcept. The major problem is not related to obtaining of financial sources, but preparation and documentation of the project for financing. It is not easy for project owners to complete all documents needed to obtain financing. Consequently, a rather lot of projects are not ready to be financed at the beginning of realization. Thus this is a very important field for the PSF. Latvia: Availability of PSF services, which have been used actively to promote identification and initiation of projects. In response to the question What would have happened without the PSFs there are different points of views in the individual countries depending on the actual local situation. In Czech Republic and Lithuania it is assessed that the projects supported by the PSFS would have been implemented without the existence of the PSFS, due to a well developed market for project services. However the PSFS has ensured an acceleration of the projects. On the contrary the PSFs in Latvia and Crete have assessed that their existence has been a prerequisite for the initiation and development of most of the projects supported by them. This is partly due to current gaps in the energy service 12

13 market, and particularly in Crete where e.g. the consulting market is poorly developed. In Poland it is also assessed that many of the project initiation and developments have depended on the unique features of the PSFS comprising services in all project phases and a continuously updated overview of the framework and the market conditions. Investors often feel lost in a flood of rules, required documentation, changing law and other regulations. The PSF meet their need for full support from of one unit from idea to realization. All in all, the PSF concept can be assessed to have made a significant difference in all of the five countries. Particularly all of the five PSFs have contributed to fill out the need at project owners for a ONE STOP full package of services to identify, prepare and document projects, and which has been identified as a major problem in all of the five targeted regions. 2.5 Evaluation of PSF Achievements in Project Initiations The major lessons learned from the PSF operations are assessed to be: Targeted and coordinated assistance to energy efficiency projects can significantly accelerate the identification and the implementation of these Local support combined with exchange of know-how and experience in an European Network can contribute to improve the quality of project documentation and implementation Experience from the PSF process can contribute to develop framework conditions in RUE projects at the local level as well at the EU level (pro-active efforts from the PSFs) The five PSFs succeeded in supporting 230 projects, 36 were implemented and for another 136 projects financial application were submitted of which 72 was approved up to the end of December In addition 58 other projects were supported, most of them to be further prepared for financing. Without the support of the PSFs most of the projects would either never have happened or would have happened at a later stage. Consequently, the PSF support has ensured an acceleration of CO2 reductions as well as additional CO2 reductions obtained through additional projects. Further an improvement of the project quality through technical assistance. A beforehand local knowledge and experience combined with the experience from the PSF process, and the focus on all aspects related to project implementation and development, has brought the PSFs in an unique situation to respond to current framework conditions in interaction with the various stakeholders. To this should also be added the important European dimension, comprising exchange of know-how, tools, expertise and experience across the PSFs in the regions, which has added further to the strengths of the PSFs. 13

14 All in all the idea of setting up a local anchored PSFs operating in an European Network has proven to add value to the process of initiating, developing and documenting projects, and in this context linking projects with proper financing mechanisms. The PSFs should be designed to support the various stakeholders along the process of planning and developing RUE projects in buildings. The ClearSupport project has indicated that the role of the PSFs would vary from country to country. Thus, when setting up the PSF the needed capacity and capability to support stakeholders along the project cycle must be carefully assessed in relation to local conditions and circumstances. Stakeholders along the value chain include: Local governments, regulators, project owners, financing institutions, end-users, different kind of project service providers (engineers, architects, ESCOs, constructors, installers etc.). The PSF could e.g. be envisaged to have a role in relation to: Project identification Project initiation Support to the further steps along the project cycle, including lining projects with financing schemes Analysis of project feedback Assistance can be provided to new or already on-going projects. Further the PSF will work closely with financing institutions and local authorities to improve framework conditions for EE projects, a.o. in relation to experience gathered from the projects. The PSF would first of all have a role as a facilitator supporting project owners to identify and initiate projects and put them in contact with potential financing institutions. The initial contact may be derived from information workshops, awareness campaigns, training and short consultations. The further contact may include initial project analysis and assistance towards establishing a financial set-up in relation to available financing sources. However, the PSF should not necessarily possess capacity to support projects in all phases, which would require very big resources and further distort the market for project services. Particularly in the implementation phase the role of the PSF should be expected to be minimal. Many service providers already exist in the market and are in a position to deliver many of the required project services (ESCOs, energy auditors, engineering companies, architects, institutes etc.). Possibly more capacity is needed in the market. Nevertheless, the needed capacity and capability of the PSF will depend on local needs and the current local market capacity. The PSF could have an essential role towards ensuring that market players are mobilised towards the huge amount of EE projects and that projects are developed and documented in accordance with the requirements of the financing institutions. Some projects may be defined and initiated by project service providers, but could still be coordinated with and supported by the PSF structure. As to the feedback from projects the PSF could have a role in relation to summarize lessons learned from the projects, including impacts of measures. This should be done to facilitate exchange of know-how and experience between projects as well as supporting identification of shortcomings and needs in the current framework conditions. 14

15 3 Introduction to ClearSupport 3.1 Objectives The basic aim of ClearSupport has been to create an investment enabling mechanism for exploiting energy saving potentials in the public and residential building sector of European regions. The benefits are multiple: Energy saving measures lead to long lasting improvement of the buildings in terms of increasing the comfort, lowering the energy bill and not least making contribution to a sustainable development and reducing the need for fossil fuels. Though the potential for energy savings in buildings is huge, there are a number of barriers to be confronted. These range from lack of awareness and capacity in developing the appropriate type of measures to lack of financing for ensuring the investments. Against that background, ClearSupport has entailed a systematic approach on overcoming the barriers and bringing appropriate investments into life, as illustrated in the table below: The anchor point of the mechanism is to put in place an entity, a Project Service Facility or short PSF, dedicated to serving the practical operator of facilitating the desired level of activities and investments. The intervention of the PSF has pursued the following main objectives: The first objective has been to provide direct assistance to project owners within the municipal and residential building sector with developing energy efficient building measures & seeking implementation of these investments The second objective has been to provide a better framework for the investments in the target regions; by helping to promote adequate policy & legislation and not least to enabling appropriate financing schemes in order to realise the huge energy saving potentials This has been supplemented by general awareness raising and targeted information to the key stakeholders. Project owner Context/driver Type of projects Source of Financing ClearSupport Municipal buildings Residential buildings EU Goals/Directives: EU goal Green Paper, CHP, RES-e & Building Directive etc. National regulatory framework Local (energy) development plans EE Windows Insulation measures RES measures Heating &Cooling heat pumps Etc. Grant element: Structural funds National subsidies Commercial loans: Local banks IFIs Financial concepts: Revolving fund, ESCO, etc. Intervention & Services Direct assistance Project Service Facility for advice giving (tech and fin) Training of relevant local actors Investment framework Setting up of financial schemes Making adequate project design RUE in building framework 15

16 3.2 The PSF Regions The PSF entities of ClearSupport have been operating in five locations: Latvia, Lithuania, Poland (the Pomeranian region), the Czech Republic and the Crete region of Greece. The profile of each PSF is: PSF Latvia: has been hosted by Institute of Physical Energetics/IPE. A focus of PSF services has been to help housing associations and municipalities having potential for larger scale building renovations PSF Lithuania: has been hosted by AF TERMA. The PSF activities have run in parallel with the national program, Modernization of Apartment Buildings and have been oriented towards both municipalities and the residential sector. PSF Poland: has been hosted by BAPE and addressed activities in the Pomeranian region. A main focus has been to foster projects in the public sector, often by seeking financing of those via Structural Funds. PSF Czech Republic: has been hosted by SEVEn. Similar to the Polish PSF a main focus has been to support public projects. A specific feature of the PSF services in Czech Republic concerns the use of the ESCO concept in combination with Structural Funds. PSF Crete: has been hosted by The Technological Educational Institute/TEI. Due to the climate conditions a key focus has been to promote the use of solar energy in the buildings, not least these promotional efforts have been oriented towards the hotel sector. 16

17 3.3 The PSF Concept The cornerstone of ClearSupport has been to put in place an enabling mechanism for the channeling of a higher number of energy efficient building investments in the targeted regions. A key element in this has been to create the link between the building owner and the source of financing. This has been supplemented with a full package of services, ranging from core technical issues to regulatory and financial aspects such multi-discipline approach has been considered by the project team to be a key element in providing competent services. The figure below illustrates how this has been displayed. Thanks to the IEE support the project team was able to gather the needed skills in order to build up appropriate competences and at the same time ensuring that these could be transformed into high quality services for the target groups. The exact way of organising the PSF services and how to interact with stakeholders is to reflect the local needs and has thus varied from region to region. In the inception phase of ClearSupport the project partners made an in-depth assessment of the situation in the target regions and on that basis formed an appropriate set-up of how to organise the PSF services. Part of the PSF set-up has been to form Advisory Groups of the region s key stakeholders so as to govern the PSF activities. Naturally another key element has been to ensure proper manning of the PSF, detailed planning of work etc. in order to bring the services up to a professional level. In this respect the process was helped by the fact that the hosting PSF partners possess high expertise in the field and experience on organising such kind of activities. 17

18 4 Energy Efficient Building Framework 4.1 Introduction In parallel with the efforts on promoting specific energy efficient building investments in the target regions the project has aimed at improving the framework for these investments. The focus of these efforts has been: Regulatory framework Addressing the implications of the policy and legislation, both in terms of making the PSF services in best compliance with this as well as giving recommendations on issues where the regulatory framework could be improved. Energy efficient building design Mainly addressing the technical aspects of promoting the desired development with focus on analysing the state of buildings in the target regions and making available specific technical solutions. Financing schemes This has concerned elaboration of financing schemes to improve the project owners access to undertaking the needed investments. It has comprised both an analytic dimension of assessing various financing instruments in view of the project s purpose and to explore the specific opportunities in the target regions with a view to adopting the most promising schemes. Below is a further description of the project s achievements in each of these areas. 4.2 Regulatory Framework The scope of work has been to analyse the regulatory barriers for energy performance of buildings and to provide input to national, regional and local authorities on how to facilitate the PSF operations, including examining: The legislative framework, including recommending appropriate adjustments Implications of building ownership structures The aspects of local industrial capacity The study has covered all the PSF regions; e.g. Crete Region of Greece, Czech Republic, Pomorania Region of Poland, Lithuania and Latvia as well as Slovenia. The overall study was led by Energy Consulting Network in coordination with the Danish Energy Authority and the country/regional studies were managed by the respective partners: TEI, SEVEn, BAPE, AF Terma, IPE and ZRMK. It was organised in the way that the country/regional partners analysed the situation based on a template prepared by Energy Consulting Network and Danish Energy Authority, and subsequently the key findings of each country/regional study and their crosscutting aspects were evaluated. Based on the performed study the following conclusion and cross-cutting findings is summarised in the following. 18

19 Residential sector In all the studied New Member States the respective authorities have actively supported energy savings. This has specially been done in the form of programmes for measures in multifamily buildings, including financing instruments. Despite these efforts, there is still a long way to harvest the energy saving potentials and the financial crisis has led to slowdowns of investments, especially in the Baltic region. In terms of multi-family buildings the issue of ownership structure is another factor to hinder Public sector Municipalities in both NMS and Crete are increasingly aware on energy saving measures, but in general need more detailed information and usually in the case of building rehabilitation municipalities will hire experts. Though in some of the countries/regions there is access to advice (and the PSFs of ClearSupport have also helped on this), better assistance is required especially Legislative framework As stated above all the studied New Member States do actively support energy savings, typically organised in national programmes. On one hand this means that the countries/regions have built up competences, including how to manage investment programmes. On the other, the energy saving potential is much higher than the existing framework & incentives can cope with. The implementation of the EPBD will thus add on to such existing programmes and investment schemes large scale implementation. In general the decision-making on investments require a majority of votes and the design of support programmes is to ensure sufficient incentives. In Crete, there is a general positive development driven by Structural Funds and the adoption of the EPBD, though the financial crisis also here has caused drawbacks. In terms of panel buildings in the residential sector the issue of ownership is a key barrier for investments. in terms of helping with preparing investments. The Structural Funds provide a key source of financing in all of the countries, but also national programmes like the thermo-renovation programme in Poland is an important factor to promote investments and in the Czech Republic the development has been spurred by an energy audit scheme. by providing a stricter regime on how to regulate the sector. The studied countries/regions are in an early phase of EPBD, and struggling with getting the necessary instruments and supporting tools in place, so it is too early to draw conclusions on its impact, except that it is likely to bring about a clearer and more homogeneous framework. In Crete the development has mainly gained speed in the recent period as the building sector takes advantage of Structural Funds and the EPBD. Building industry The building industry in the studied NMS and Crete represent a considerable potential that will be spurred by the European goal. The situation is momentary troublesome due to the financial crisis, and there is great need for stimuli. 19

20 4.3 Energy Efficient Building Design The scope of work has been to review the technical needs in the municipal and residential building sector of the targeted regions/countries and exploring how to design technical measures for meeting the energy saving potentials. Part of this has been to examine the wide range of study and tools already existing in the field and making those operational for the Project Service Facilities. Against that background, the objectives have been: To collect and prepare structured information on technical issues within building retrofitting To transform this into materials first of all a technology guide incl. standard technical measures to be applied in buildings for the use by Project Service Facilities To evaluate the further technical potential of saving potentials in buildings, incl. assessing the potential for replication in other EU regions Main activities performed have been: Study of energy saving cost potential in the target regions The study has investigated the energy saving potential for building retrofitting in the PSF regions/countries Latvia, Lithuania, Poland, Czech Republic and Greece as well as Slovenia. In addition for internal use in the project team this information is relevant for municipalities, housing associations, local and central authorities and the house owners or tenants in the PSF countries in general. The study has sought to establish the most relevant potential in the five countries, which can be reached with standardised methods, performed in interaction of the study leader Alectia and the PSF partners. The findings of the study were subject to an internal review by the project team at a workshop in Copenhagen, April 2008, and refinements based on the discussions there. This report consists of three main parts: Characterization of existing building and saving potential for large building stocks in PSF countries Identification of most relevant rational use of energy measures for PSF countries Estimation of the cost of the relevant RUE measures in the PSF countries. The study is available at: Technology catalogue for the Project Service Facilities The technology catalogue contains a description of energy efficient building measures which are found to be attractive to implement in the PSF regions/countries, with the main focus on building retrofitting. Most of the suggested measures are universal and can be implemented in all types of buildings. Each RUE measure is described according to the following structure: Basic principle A sketch or short description of the RUE measure Description of how the energy savings are obtained 20

21 Special conditions to be observed Investment and savings Key figures on Capital investment Maintenance costs Savings Expected technical lifetime Labour intensity Also climate data has been taken into account. In addition to describing the methodology the catalogue include a number of sheets for specific measures. In relation to building construction this comprises: Insulation of roof and roof top insulation External and Internal insulation of exterior wall Floor insulation Insulation with multiple layer glass in windows New insulated entrance doors Loggia glazing Sealing of windows and dorrs Internal insulation In addition to this there are given sheets on measures in relation to the heating and electrical installations. 4.4 Financing Schemes An essential element of the ClearSupport project has been to support the process of establishing better financing conditions for small and medium-sized type of EE investments in the building sector. Part of this has been to look into experiences and results of former EU and other projects in combination with analysis of the situation in the target regions with a view to identifying and promoting appropriate schemes. Against that background the scope of work has been: To analyse experience from previous projects and other initiatives To develop adequate financing instruments to support the PSF operations To provide tools for effective handling of energy efficient buildings investments The following main activities have been performed. Condensing lessons learned The lessons learnt study examined: National programmes (Poland, Lithuania), EU co-funded international projects (Baltic Chain, clearcontract, Commercial Finance for Sustainable Energy Projects, BEEP and BEEN) and Cross Country Support Schemes It has comprised a general description of each programme supplemented with details on the budget, support mechanisms (e.g. loan, etc.) and monitoring requirements. Of special interest has also been information on implementation results and specifying barriers of success. In the second part of the report there has been looked more closely into the situation of financing small to medium 21

22 EE measures in buildings in the target regions/countries. This included the following country-specific questions: Why is the level of building upgrade not higher given the obvious economic potential? Which are available financing instruments? Are financing instruments available and do they correspond to the needs of the market and clients? What are possible adaptations to make financing instruments in respective countries more effective? Financing instruments The scope of this effort has been to create an innovative financing instrument, developed both for integration in the ClearSupport project period and as a future option for an optimal financing structure. The main target has been on small projects on the local and regional level (EU-wide focus), but a combination of different items and details differ between the regions. In this context innovative financing for building retrofitting focuses on bridging the gap between good projects and financing by establishing risk mitigation, risk transparency and risk sharing and in addition may transfer the value of socio-economic benefits to projects in form of public subsidies. Innovative financing addresses this complex and provides financing which is overall optimal; thus reducing the overall financial costs. This may encompass mixed financing containing elements of: Subsidies Local credits National subsidies National guarantees International credits In sum, the study provides an overview and comparison of existing financing available, commercial as well as subsidised. General conclusions on their effectiveness have been made and some points for better performance outlined. The Lessons learnt report is available from this site: Private capital / ESCOs Uptake of proposals for risk management funds Developing financial instruments for PSF operation in the five target countries/regions take into account technical aspects and framework conditions and is thus performed in coordination with ClearSupport s efforts in those areas. The work has moreover assessed and evaluated region/country and technology specific interest rate level and include numerous meetings and discussions with involved stakeholders; i.e. public financing/subsidy agencies, commercial banks, user groupings, technical peers etc. Involvement of stakeholders is vital early in the development of a financing instrument. Stakeholders have clear and relevant views on what a financing instrument should provide, and these views can be captured and synthesized with relative ease, if addressed on an early staged. As a next step the Financing Instrument study has described relevant financing options as well as concepts like ESCO. 22

23 This is followed by a review of the situation each of the PSF regions/countries including an indication of the essential technical, regulatory & financial parameters and the issue of bringing in play the stakeholders. The Financial Instrument report is available from this site: Development of tools The culmination of ClearSupport s efforts on financing schemes was to develop tools and procedures for qualifying the PSF services. The tools comprise: Tool 1: Recommendations on financial schemes for the PSFs The purpose of this tool is to give the PSFs direct guidance/recommendations on how they can adopt the results of the financing studies. First part goes through all relevant financing schemes - divided on tradtional financing instruments like credit/loans, grants and interest subsidies and innovative ways like Public-Private-Partnership Financing, Revolving Fund, Energy Supply Contracting, Energy Performance Contracting, Leasing, Forfeiting and Green Investment Schemes. The review is accompanied with an assessment of the advantages and disadvantages of each scheme. Next part concerns how to adopt these findings in the PSF regions/countries. This was done in interaction with the PSF partners in a way that the PSF partners helped to provide information on the financial barriers as well as how to best meet technical requirements of building refurbishment. Based on this Tool 1 ends up with a listing of the key aspects in each country/region, incl. recommendations and development options on how to put in place a more effective financial and policy framework of building refurbishment Tool 1 is available at: Tool 2: PSF processes and procedures An essential part of the ClearSupport project has been on what work methods the PSFs can apply in order to obtain the best possible interaction with its stakeholders and provide the most competent services on the initiation of appropriate investments. This work has been linked to making a Guidebook on how a PSF can best go about with the most important aspects of providing competent services, both oriented towards the existing PSFs, but also towards other EU regions/countries that would consider taking up the concept. The key scope of the Guidebook is to structure the activity levels of a PSF and how to define an action plan on appropriate services for the clients. Annexed to the Guidebook Tool 2/Guidebook is available at: Tool 3: Guide to EE Building Financing for bankers This tool has comprised elaborating a targeted guide for the financial sector to increase their awareness of opportunities and ability to evaluate energy efficient building projects better (technical & financial risk, property value etc.) Tool 3 is available at: Tool 4: Agreements and Contracts (financing and refinancing) This tool comprises elaboration of (and input to) materials/briefing sheets to be used for financing deals of energy efficient building projects; e.g. 23

24 essentials of templates for agreements and contracts that can be easily adapted by PSF in daily operations. It should be noted that the Guide has no claim of absolute completeness due to the project s scope. Tool 4 is available at: Tool 5: Subsidy guidelines for financing instruments Energy efficient building projects are often associated with a level of grant element or other type of subsidy; e.g. in the case of Structural Funds. The aim of the guidelines is to establish an appropriate level of subsidy taking into consideration the technical & financial nature of the projects aiming at achieving the highest volume of projects. Tool 5 is available at: Tool 6: Tools for project evaluation (technical and environmental standards for project evaluation) Comprises a simple tool for the assessment of energy efficient building projects, addressing relevant technical, financial and environmental factors; thus helping to provide a convenient & trustworthy basis for project evaluation. Tool 6 is available at: 24

25 5 PSF Achievements 5.1 PSF Latvia PSF Profile The PSF is organised within the Institute of Physical Energetics (IPE), which is a leading institute in Latvia for energy research, strategies and policies for long-term energy developments. It employs approximately 150 scientists and assistants. The objectives of PSF Latvia are: To address housing associations/municipalities/building project developers having potential for large-scale building renovations To improve access to information regarding energy conservation To provide practical assistance to project owners on project identification & documentation in the fields of thermo-modernisation and renewable energy To support the development of thermo-modernisation projects and in parallel to inform on ways of financing energy saving investments. P.Shipkovs G.Kashkarova K.Lebedeva N.Zeltins J.Ekmanis I.Niedrite I.Purina I.Osa IPE IPE IPE IPE IPE Riga Municipality, Riga Energy Agency Riga Municipality Latvian Environmental Investment Fund Ministry of Economics, Housing Department The IPE established an Advisory Group with representatives from public institutions and the main stakeholders. The members are: In total seven Advisory Group meetings were organized in the project period. The meetings helped to shape the scope of the performed actions in Latvia, including addressing issues like how to organise the training seminars and discussions about activation of the energy efficiency process in Latvia. In the project s last stage the discussion addressed the implications of the financial crisis and further how better results could be obtained through provision of more information to all occupants in building projects, e.g. information about all benefits of the rehabilitation process. 25

26 Stakeholder interaction The PSF group has established good contacts with the Municipality of Riga and other Municipalities Broceni, Cesis, Jelgava, with Association of management and Administration of Latvian Housing as well as with different house owner associations and house managers. The main target group interaction activities comprised: informative seminars; dissemination of prepared informative materials about the Projects (Project s Leaflets and Newsletter); telephone contacts and Internet contacts. Information was provided up to 40 times. Achievements in terms of initiating investment projects Totally 24 projects were initiated in Latvia. 22 projects for multifamily houses and 2 projects for public buildings. Renovation projects for public building were realised in Riga and Salacgriva Others Financing application submitted Financing application approved Implemented Residential Sector Public Sector Total Number of projects supported by PSF Latvia 26

27 Solar PV system 4% Solar collectors - DHW 8% Lighting 0% Pipe insulation 100% Ventilation and cooling 75% Biomass boilers 0% Heating system 96% Basement 92% Walls 88% Roofs 100% Windows and doors 100% 0% 20% 40% 60% 80% 100% Distribution of project measures within all of the 24 projects supported by PSF Latvia C02 Reductions Tonnes Others Financing application submitted Financing application approved 0 Residential Sector Public Sector Others Financing application submitted Total Financing application approved Implemented Implemented C02 reductions 27

28 Indicators Residential Sector Public Sector Total Number of projects Square meters 65, , ,078.4 Investments - MEUR Energy savings -MWh 6, ,030.7 CO2 savings -Tonnes 1, ,057.0 MEUR/Project EUR/m EUR/MWh , Tonnes CO2/Project Kg CO2/m EUR/CO2 1, , ,058.8 As can be seen from the graph above almost all projects includes typical energy saving measures related to refurbishment of doors, windows, roofs and walls. Improvement of ventilation and cooling systems and insulation of heating pipes are also included within most of the projects. Two of the projects within the public sector include investments into renewable energy systems (solar energy) 28

29 Supporting activities A main supporting activity of PSF Latvia has been to take active part in the development of a new financing scheme, the Green Investment Scheme. These efforts brought root and in July 2009 the regulation Green Investment Scheme for EE increasing in municipal buildings was approved by Cabinet of Ministers and subsequently Ministry of Environment announced the tender for the EE in buildings for municipal buildings. In accordance with this Scheme the EE Projects can obtain loans covering up to 85 % of the total project investments. This provides good prospects for the further process in Latvia as well as it might inspire to similar development in other EU countries. PSF Latvia has also supported technical aspects of project development. This includes making priority for each project, ranging from step by step renovation that might fit to a period of financial crisis to full scale renovation that is preferably from other perspectives. Further the scope of effort included qualification of the renovation process with respect to identify certified auditors & certified firms for undertaking of professional refurbishment. 29

30 5.2 PSF Lithuania The starting point for PSF activities in Lithuania was that the country since 2005 already had well developed legal framework and institutional structure of supporting building RUE retrofitting, especially in relation to apartment building thermomodernization projects. Therefore the Lithuanian PSF could build on already existing structures. PSF Profile The PSF office was established on May 04, 2007, and got located in the UAB AF-TERMA office. The PSF core staff consists of two persons: Mr. Rimvydas Kiveris (Manager) and Mr. Donatas Barysa (Consulting Engineer). A PSF Advisory Group was put in place to govern the PSF operations, including the following members: Mr. Algirdas Vaitiekūnas The Head of Energy department of Kaunas Municipality, Kaunas (chairman) Mr. Rimantas Sevastjančiukas, the Head of SC Energy Agency Energy Efficiency Centre, Vilnius Mr. Rimantas Bakas, the Head of Strategy Department of SC Kauno Energija, Kaunas Mrs. Jūrat Karbauskait, Doctor, Institute of Architecture and Construction of Kaunas University of Technology Mr. Rimantas Zabarauskas, Authorized Representative of Energy Consulting Network, Vilnius Stakeholder interaction During its operations, the Lithuanian PSF had extensive interaction with the main stakeholder groups. Amongst others the PSF took initiative to the following: Contacting the owners of apartment buildings offering consulting services on financial issues and modern technical RUE building retrofitting measures, incl. Energy Audit and preparation of investment projects; Contacting the municipalities offering consulting service on implementing of energy saving measures in buildings. Performing the Energy Audit and retrofitting Investment project for various types of public buildings were included in scope of service as well; Collaboration with Housing and Urban Development Agency which is administrating the State Financing Program "Modernization of Apartment buildings"; Collaboration with Residential building administrating companies, providing them with consultancy services related to technical, economic, financial and legal issues and initiating of the retrofitting projects; Contacting local commercial banks such as AB SEB BANKAS and SWEDBANK AB discussing feasibility of financing of energy efficiency projects. Another type of target groups, such as politicians, were contacted as well and these were provided with general information on the Clearsupport project as well as the elaborated deliverables. E.g. ClearSupport was presented for the Lithuanian parliament members Mr. Donatas Jankauskas and Mr. Jonas Šim nas, in conjunction with discussing 30

31 the obstructions for implementing the capacious building retrofitting projects. Achievements in terms of initiating investment projects Since middle of 2007 PSF started to offer their services focusing on residential and municipal target groups assisting project owners in RUE in buildings project identification and documentation. In total 46 projects, including 11 public buildings and 35 apartment building retrofitting projects were supported by the PSF at the end of December projects were already implemented, namely 3 public and 7 apartment building retrofitting projects. The retrofitting of 1 public and 8 apartment buildings were cancelled by project owners due to expected high cost of retrofitting. These decisions were made after completing Energy Audits and further investment analysis Others Financing application submitted Financing application approved Implemented Residential Sector Public Sector Total Number of projects supported by PSF Lithuania 31

32 Solar PV system 0% Solar collectors - DHW 0% Lighting 4% Pipe insulation 0% Ventilation and cooling 4% Biomass boilers 0% Heating system 52% Basement 11% Walls 100% Roofs 98% Windows and doors 98% 0% 20% 40% 60% 80% 100% Distribution of project measures within all of the 46 projects supported by PSF Lithuania C02 Reductions Tonnes Others Financing application submitted Financing application approved 0 Residential Sector Public Sector Total Others Financing application submitted Financing application approved Implemented Implemented C02 reductions 32

33 Indicators Residential Sector Public Sector Total Number of projects Square meters 76,214 54, ,482 Investments - MEUR Energy savings -MWh 9,618 15,165 24,783 CO2 savings -Tonnes 1, , ,890.2 MEUR/Project EUR/m EUR/MWh 1, Tonnes CO2/Project Kg CO2/m EUR/CO2 9, , ,348.6 Almost all projects includes typical energy saving measures related to refurbishment of doors, windows, roofs and walls. A little bit more than half of the projects concerns renovation of the heating systems. None of the projects include investments into renewable energy systems, as the major part of buildings in Lithuania are supplied with district heating, including biomass fired DH. According to the PSF typical RUE measures applied during building retrofitting in Lithuania are: Replacement of windows and entrance doors Extra insulation of external walls Roof refurbishment including extra isolation Extra insulation of basement walls and ceilings Installation of thermostatic valves and heat allocators on radiators Glazing of balconies (loggias) according to technical design The typical view of apartment buildings during retrofitting is presented in pictures below: 33

34 Supporting activities In addition to supporting project owners, the Lithuanian PSF was during the project period cooperating actively with relevant external stakeholders, including governmental organisations, in order for the PSF to play a pro-active role in relation to improving framework conditions. This included the working group responsible for improvement of regulatory and financing framework of Apartment Building Modernization Programme, which members includes the Ministry of Finance, the Ministry of Environment, Lithuanian Chamber of Housing, Vilnius Municipality, bankers, Central Project Management Agency, Ministry of Social Security and Labour, etc. Prior to establishing working relations with this working group a meeting with Mr. Jonas Šim nas, which is the Head of Parliament Committee on Environment Protection, took place in the Lithuanian Parliament. During the discussion Mr. Šim nas was provided with general information on the ClearSupport project tasks, the work packages and the deliverables completed, but the main attention was focused on retrofitting financing options and modification of current Apartment Building retrofitting financing scheme. In this meeting the decision about a more detailed presentation for the above mentioned working group on a Revolving Fund as a most promising building retrofitting financing model for Lithuanian authorities was agreed. The content of this presentation was discussed in the Ministry of Finance among Mr. Aloyzas Vitkauskas (Viceminister & Head of the Working Group), Mr. Vykintas Šuksteris (UAB AF-TERMA) and Rimvydas Kiveris (PSF Lithuania). Further some shortages of the current Apartment Building retrofitting financing scheme and legal framework were addressed. The Presentation of Revolving funds as financing possibilities for energy saving project in building sector took place in Ministry of Finance on 07 th April The particular interest of the participants was focused to practical experience of interaction of financial institutions during operation of Revolving Funds in Germany. The workshop also addressed current shortages of the current Apartment Building. Subsequently the PSF assisted the Working Group towards taking the final decision on establishing the revolving Fund. Project information dissemination activities by the PSF were based on creating a local project website containing relevant continuously updated project information as well as preparing 6 Newsletters made on Lithuanian placed on the website and sent out via to municipal and residential target groups as well as other stakeholders. 34

35 5.3 PSF Pomeranian Region of Poland PSF Profile The Pomeranian PSF has been hosted by BAPE The daily management of the PSF was taken care of by Katarzyna Grecka, supported by technical and administrative staff in BAPE. The PSF team provide basic information and records the details of the person or institution seeking advice or support with regard to possible financing of a particular thermal retrofitting project. Services include preparation of the estimation of energy demand, energy audits, and procedures of granting energy performance certificates for buildings and general advice on sustainable energy management and technologies related to renewable energy sources. In the course of more advanced advisory activity the enquires are handled by energy auditors or specialists dealing with financial engineering of projects. A PSF Advisory Group consisting of the following members: 1. Anna Zygmunt Wojewódzki Fundusz Ochrony Środowiska (Regional Fund for Environmental Protection) 2. Aleksandra Budny Urząd Marszałkowski Województwa Pomorskiego, Dept Programów Regionalnych (Pomeranian Province Office) 3. Andrzej Rajkiewicz SAPE-Polska (Association of Energy Agencies In Poland) 4. Andrzej Szajner Sigma Termodynamik (consulting company) 5. Ryszard Olszewski Urząd Miasta Gdańsk Dyrekcja Rozbudowy Miasta Gdańska (Municipality of Gdańsk, Dept. of City Development) 6. Tadeusz Zurek Urząd Marszałkowski Województwa Pomorskiego, Dept. Rozwoju (Pomeranian Province Office) Stakeholder interaction PSF Pomerania has concentrated on providing services to housing administrators and public buildings operators. All together in the project period there was undertaken 72 different interventions by the PSF, of which many inquires concern possibilities of obtaining financial support and certification system for buildings. An important role of the Pomeranian PSF has been to channel projects for the regional grant programme of EU s Structural Funds. Eligible beneficiaries for this programme include, among others: Self-government, self-government unions and associations Non-enterpreneurs rendering public services Police and fire-brigade bodies Public universities Health care entities within the public health care system; NGOs; Churches and faith groups Another important part of the PSF services in Pomerania has concerned training of relevant stakeholders. These focused on thermo-modernization technologies, RES for buildings, regulations and on the certification system in general. The training has both been targeted administrative personnel in form of more general trainings and for potential energy auditors more detailed courses have been organised. 35

36 Achievements in terms of initiating investment projects All together the Pomeranian PSF supported the initiation of 54 public buildings and 18 apartment buildings; e.g. impressing 72 energy efficient building projects in total. Thus the main focus has been on the public sector, including 7 energy conservation projects in the hospitals of the Pomeranian Province, that have been developed till the application stage Others Financing application submitted Financing application approved Implemented Residential Sector Public Sector 10 Total Number of projects supported by PSF Pomerania, Poland 36

37 Solar PV system 0% Solar collectors - DHW 13% Lighting 0% Pipe insulation 17% Ventilation and cooling 4% Biomass boilers 4% Heating system 75% Basement 13% Walls 76% Roofs 69% Windows and doors 65% 0% 20% 40% 60% 80% 100% Distribution of project measures within all of the 72 projects supported by PSF Pomerania C02 Reductions Tonnes Others Financing application submitted Financing application approved 0 Residential Sector Public Sector Total Others Financing application submitted Financing application approved Implemented Implemented C02 reductions 37

38 Indicators Residential Sector Public Sector Total Number of projects Square meters 38, , ,849 Investments - MEUR Energy savings -MWh 2,778 14,203 16,981 CO2 savings -Tonnes , ,424.3 MEUR/Project EUR/m EUR/MWh Tonnes CO2/Project Kg CO2/m EUR/CO , , % the projects are within the public sector, in total 54 projects representing 86% of the CO2 reductions. As can be seen above approximately 75% of the projects include traditional energy saving measures related to refurbishment of doors, windows, roofs and walls. Renewable energy measures are included in the form of solar energy collectors in 13% of the projects (mainly residential sector) and as biomass boilers in 4% of the projects (public sector). hospital the set of energy efficiency measures has been identified in energy audits, including an assessment of buildings and facilities: - Building envelope - Heating systems - Ventilation and air conditioning systems - Tap hot water (THW) systems - Steam systems - Heat production and distribution As to the public sector 7 hospitals are supported representing a total heated volume of approx. 600,000 m 3. For each Present After modernisation kwh/m3 80 a 90 38

39 A key result of the analysis comprises the above assessment of the energy consumption in the situation before and after the implementation of the recommended measures. As it can seen from the graph the energy efficiency measures at the 7 hospitals will lead to considerable energy savings. The benefits can be summarized to: Considerable reduction of primary energy demand/energy costs Increase of RES share Expected reduction of CO 2 emission shall reach 3,450 tons annually Picture from one of the 6 schools supported by the Pomeranian PSF The key service of PSF Pomerania has been, similar to the hospital projects mentioned above, to help identifying the appropriate measures and performing an analysis of the investments. The benefits of the recommended measures in the 6 schools comprise: Reduction of energy costs Reduction of primary energy demand Increase of RES share An expected reduction of CO 2 emission of 945 tonnes annually. Picture from one of the 7 hospitals supported by the Pomeranian PSF Another achievement of the Pomeranian PSF has concerned assistance to 6 primary schools in the town of Lebork. The 6 schools represent a total heated volume of approx. 87,000 m 3. All schools are heated from the district heating network, supplied from a coalfired Heat-only boiler plant. As regards both the hospital as well as the school projects the energy audits and feasibility study of the Pomeranian PSF have provided basis for application for EU Structural Funds. The applications were submitted in the spring of 2009 and the planned renovation works is planned performed in Supporting activities PSF Pomerania took various actions to make financing institutions in the region aware of the financing instruments and tools developed under ClearSupport. Several promoting activities were carried out like seminars, trainings, articles etc. One of the most important actions taken was an Open Letter to the Polish Prime Minister informing on serious defects in regulations on certification system in Poland, signed by BAPE/PSF Pomerania. This Letter was published in local media, January

40 5.4 PSF Czech Republic PSF Profile The Czech PSF has been hosted by SEVEn: Key staff: Vladimir Sochor, management and contacts Irena Plockova, legislation Vojtech Kucera, municipalities Martin Hanak, Housing Cooperatives Jiri Beranovsky, building retrofitting A PSF Advisory Group was put in place consisting of: Local Ministries (Ministry of Industry and Trade, Ministry of Environment and Ministry for Regional Development) Economic Chamber of the Czech Republic Energy Auditor Association Healthy Cities of the Czech Republic Czech and Moravian Housing Associations Union Czech Technical University Stakeholder interaction During the operation of the PSF, there was interaction with the main stakeholders as follows. A large number of municipalities were approached and offered PSF support for building renovations projects using cost effective technologies leading to substantial energy savings. Many operators of the public buildings were also contacted, for example in schools, hospitals, sport and culture facilities, etc. Some of the local banks were also contacted for communication about their products and condition to provide financing of energy saving projects. Further, public authorities were contacted in relation to providing the subsidies for energy renovation in buildings through the EU structural funds. Other target groups approached includes the energy auditors and the project designers who are directly involved in renovation projects in buildings. A need for training of these target groups was considered and in this respect they were invited to take part in the seminars organized in relation to the project activities. 40

41 Achievements in terms of initiating investment projects PSF in the Czech Republic has supported various projects in the public as well as in the private sector. The projects concerned: school buildings healthcare buildings administration buildings other buildings Picture from one of the 15 schools in the area of Prague supported by the Czech PSF. This was done as an ESCO initiative. Data for the supported projects are presented below Residential Sector Public Sector Private Sector Total Others Financing application submitted Financing application approved Implemented Number of projects supported by the Czech PSF 41

42 Solar PV system 3% Solar collectors - DHW 0% Lighting 8% Pipe insulation 8% Ventilation and cooling 5% Biomass boilers 0% Heating system 22% Basement 0% Walls 80% Roof 68% Windows and doors 83% 0% 20% 40% 60% 80% 100% Distribution of project measures within all of the 60 projects supported by the Czech PSF C02 Reductions Tonnes Residential Sector Public Sector Service Sector Total Others Financing application submitted Financing application approved Implemented C02 reductions 42

43 Indicators Residential Sector Public Sector Private Sector Total Number of projects Square meters 11, ,493 45, ,557 Investments - MEUR ,971 Energy savings -MWh , ,934 CO2 savings -Tonnes , ,291.2 MEUR/Project EUR/m EUR/MWh , ,000,0 1,043.3 Tonnes CO2/Project Kg CO2/m EUR/CO2 1, , , % of the projects are within the public sector. These have concerned: school buildings, hospitals, administration buildings and other types of buildings. refurbishment of doors, windows, roofs and walls. Renewable energy measures are included in the form of solar pv systems in 2% of the projects (public sector). Most of the projects include traditional energy saving measures related to Supporting activities The PSF activities in Czech Republic include: Various activities towards improvement of the legislative framework in the Czech Republic, concerning the compliance with the EPBD and the ESD. The PSF has cooperated with the Economic Chamber in the Czech Republic suggesting various improvements to the ministerial and governmental documents which were under public consultation, on this issue. Activities concerning the financial issues for energy saving projects in buildings, especially EPC projects. PSF has been in contact with local banks, but primarily ESCOs, which are operating in the energy efficiency project market. Development of a financing concept combining subsidies for constructional measures as building insulation and EPC financing for other technological measures (ESCOs).This concept has been used wthin19 of the supported projects. Preparation and distribution of a technical measures guide for energy saving in buildings. The guide is also presented at the local website. Preparation and distribution of a financial guide for the financial schemes in the energy saving project market (available at the local web-site). 43

44 5.5 PSF Crete PSF Profile The PSF in Crete has been hosted by The Technological Educational Institute of Crete. Key staff: John Vourdoubas, Management legislation-finance Michalis Kteniadakis, Technical support Ioanna Papanikolaou, Technical support A PSF Advisory Group was put in place consisting of: Local Union of Municipalities Technical Chamber of Greece - Branch of Western Crete Regional Energy office of Crete Greek organization for the support of small and medium size enterprises Stakeholder interaction The PSF has interacted with the major stakeholders mentioned below. Various hotel owners with a need to invest in energy saving measures and cost effective renewable energy systems. Various house and flat owners with a need for renovating their houses, taking energy saving measures into account. Various public bodies mainly schools and municipal buildings, with a need for implementing energy saving measures. Various local banks regarding application for financial support to the various energy saving projects. Public authorities in relation with the offered subsidies for energy renovation in buildings through the EU structural funds. Furthe the PSF operation comprised interaction with various local stakeholders like The Technical Chamber of Greece The Union of municipalities of Western Crete The regional Energy office of Crete The Union of hotel owners Another target group approached were the engineers and the architects who are directly involved in Energy renovation projects in buildings. 44

45 Achievements in terms of initiating investment projects PSF in Crete has supported various small scale projects in the private and public sector concerning Residential buildings Hotels (private sector) Schools (public sector) Data for the supported projects are presented below Others Financing application submitted Financing application approved Implemented Residential Sector Public Sector Private Sector Total Number of projects supported by PSF Crete 45

46 Solar PV system Solar collectors - DHW Lighting Pipe insulation Ventilation and cooling Biomass boilers Heating system Basement Walls Roof Windows and doors 21% 18% 21% 36% 61% 57% 71% 71% 75% 100% 100% 0% 20% 40% 60% 80% 100% Distribution of project measures within all of the 28 projects supported by PSF Crete C02 Reductions Tonnes 180,0 160,0 140,0 161,1 120,0 100,0 102,3 80,0 60,0 40,0 20,0 43,9 14,9 0,0 Residential Sector Public Sector Service Sector Total Others 0,0 0,0 0,0 0,0 Financing application submitted 2,8 14,9 61,3 79,0 Financing application approved 36,8 0,0 41,0 77,8 Implemented 4,3 0,0 0,0 4,3 C02 reductions 46

47 Indicators Residential Sector Public Sector Private Sector Total Number of projects Square meters 2,172 5,190 10,904 18,266 Investments - MEUR Energy savings -MWh CO2 savings -Tonnes MEUR/Project EUR/m EUR/MWh 1, Tonnes CO2/Project Kg CO2/m EUR/CO Compared with the other PSF regions the projects in Crete are relatively small-scale with an average investment volume of approximately Euro per project. Almost all projects in the residential and public sector include traditional energy saving measures related to refurbishment of doors and windows while in the private sector (mainly hotels) it is about 82%. Not surprisingly ventilation and cooling systems and solar energy systems are widely included in the projects (hotels). Biomass boilers are included in one fifth of all projects and within all of the sectors. A typical project within the residential sector for example includes: Installation of new flat plate solar thermal collectors for hot water New wood- fired stoves for space heating Replacing the old windows with double glaze windows Replacing all the old bulbs with new of low consumption In addition to traditional energy saving measures a hotel project typically include: Installing a solar thermal system with flat plate collectors to cover needs for hot tap water. Installing a PV system to balance all the electricity needs. The PV system is connected to the grid and the annual electricity input equals to the annual output. During the summer the hotels do not need any heating and the preparation of foods are often obtained with the use of LPG. The potential for replication of energy efficiency projects in hotels is rather high, since the percentage of incoming environmentally tourists being environmentally conscious are increasing. It should also be noted also that these projects are considered financially profitable in Greece, due to high feed-in tariffs for selling the PV electricity to the grid. 47

48 Supporting activities Performed PSF activities in Crete include: Various activities towards improvement of the legislative framework in Greece, concerning the compliance with the EU directive 91/2002. The PSF has cooperated with the Technical Chamber of Greece suggesting various improvements to the Ministerial documents which were under public consultation, on this issue. Activities concerning the financial issues for energy efficiency projects in buildings. The PSF has been in contact with local cooperative banks presenting the opportunities and the risks of energy investments in buildings, and has suggested the creation of proper financial tools suited for these cases. The PSF has further been in contact with local experts and investors to promote the creation of local ESCOs in the region of Crete. Finally PSF has suggested the creation of specific subsides through the EU structural funds to support Energy efficient investments in buildings. Various activities related with the promotion of technological solutions for energy efficient investments in buildings. These include: Promotion of solar thermal systems. Promotion of heating systems using solid biomass as fuel Promotion of PV in buildings, etc. Various guidelines comprising: A technology guide for energy saving in buildings (in Greek) Informational catalogue (in Greek) including all the Cretan companies which sell energy saving equipments or services. A guide (in Greek) related with the investments in energy saving technologies in Municipal buildings. A financial guide for financing the energy efficient investments in buildings (in Greek) Guidelines for installing small PV systems in buildings, and replacing the old air conditioning systems with new more efficient ones. Design of houses in Crete with zero CO 2 emissions All guidelines are presented at the local web-site and have been distributed to relevant stakeholders. Other activities include: A training seminar for Engineers and architects. Publishing a report about best practices in applications of RES in hotels in Crete (in Greek and in English) A training seminar in Chania Various articles published in the local newspapers aiming at raising awareness of the local society with regard to energy saving measures in buildings. A local event on 24 th September 2009 in Chania where all the project partners participated together with representatives of the local authorities. A project newsletter which have been sent to various target groups. 48

49 6 ClearSupport Dissemination 6.1 Introduction An important part of ClearSupport has been to undertake a range of dissemination activities to make the target groups aware of the tools developed by the project and inspire European regions of the achievements via the PSF concept. This has been accomplished by a mix of dissemination at NMS/EU wide scale and more specific dissemination in the PSF regions/countries. 6.2 ClearSupport Website The central ClearSupport website has been a focal point for the action s dissemination. It has disseminated the various tools developed by the project and relevant information on the European building sector. Also it has given an introduction to activities in the PSF regions. The central website has been supplemented with national websites to provide target groups in the PSF regions/ countries with information adopted to the local needs and in local language. Print screen of the centralclearsupports website, 49

50 6.3 ClearSupport Events Within the ClearSupport project has been held a number of events at local, regional as well as European level. This includes the following events: South Central Eastern Europe seminar in Ljublana, Slovenia, 20 th June 2008 BCEI ZRMK organised the seminar in the premises of the Chamber of Economy of the republic of Slovenia. The main aims of the seminar were: to present and describe national strategic plans and trends in the field of energy efficiency in the building sector, to present national financial instruments supporting RUE and RES in refurbishment and construction of buildings, to show experience from the ClearSupport project and its relevance for Slovenia and neighboring countries. Potential and technical aspects, 3) Financing schemes and 4) Putting building renovation into action! A key purpose was to make EC officials acqainted with experience on the ground that can inspire the current policy-making process. Thus the ClearSupport via this event established a fruitful discussion that was later followed up in relation to the strategy and replication aspects of the project. "Baltic/CEEC Conference held in Gdansk, Poland, 8 th July The conference was organised under the heading Tools for supporting sustainable development policy and took place at the Polish Baltic F.Chopin Philharmonic in Gdansk. The main purpose of the event was to present available tools of financial and energy policy of the EU, national governments and regional ones, which enable sustainable development. Speakers of the event included EC representatives, Marshal s Office of Pomerania Voivodeship, Bank of Environmental Protection (BOŚ) etc. as well as the ClearSupport project partners. The event gained many participants, showing a good anchoring of ClearSupport activities in the Pomeranian region. Picture from South Central Eastern Europe seminar in Ljublana, 20 th June 2008 ClearSupport seminar in relation to EU s Sustainable Energy Week, Brussels, Belgium, 12 th Feb 2009 The key focus of the event was on how to overcome barriers for the refurbishment of public and residential buildings, divided on the following themes: 1) Goals and Concepts for Building Renovation in Europe, 2) 50

51 "South EU Conference held in Chania, Crete, 24 th September The Conference took place in the premises of Technical Chamber of Greece. The main aim of the conference was to present legal, technical as well as financial aspects of how to obtain energy saving in buildings. authorities, architects, engineers, real estate developers etc. The conference was accompanied by a site visit to the hotel OMALOS in Chania in order to see the hotel s solar thermal system for the production of hot tap water as well as an air to water heat pump, which was operated in the hotel. The event spurred a positive development in Crete following the adoption of the European Energy Performance of Building Directive and highlighted various applications of renewable energy sources in buildings as one of the most promising options. Participants of the meeting were representatives from various local Report and slides of the events are available via this link: 51