NRGi Rådgivning A/S ESCO

Transcription

1 Agenda: What is ESCO and EPC? Background on EPC and ESCO ESCO in Denmark ESCO and municipal planning NRGi Rådgivning A/S Roskilde University ESCO Thursday 5. marts 2009 Challenges in the municipal building management ESCO and municipal planning Case story: ESCO in Gribskov municipality Hvidovre, 30/

2 What is an ESCO agreement e A Partnership between End-user owner of costeffective energy savings ESCO A Company with a comercial focus on identifing, realisation og securing energy efficiency

3 Some of the central elements in the ESCO- concept: A partnership which secure the delivery of a energy service on the most profitable conditions A guarantee on realisation of energy savings Project implementation ti with focus on energy efficiency Focused effort from partners (common incentive) Financing Efficient operation Shared savings sharing the benefits

4 Types of Contracts Financing Project Implementation Operation Consulting Type 1- contract Type 2- contract Type 3- contract Type 4- contract X X X X X X X X X X 4

5 The business concept

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7 Challenges in the municipal building management Building operation Economy and investments Comfort and indoor climate Other issues: Energy labeling of buildings every 5 th year Implementation of energy savings measures with a pay-back period up to 5 years) Operation and maintenance Energy monitoring i and energy management

8 ESCO collaborating about challenges in municipalicies Barriers ESCO offers Limited time and Time and ressources ressources Financing of energy savings Economy/investments Competence within energy savings Too few competences within energy saving Focus on saving energy ability Energy savings as a buisness area Lack of focus on Guarantee for energy energy savings savings gives political Unclear goals for seccurity energy savings (i.e. no climate strategies)

9 Phases in an ESCO Phase 0 Phase1 Phase2 Phase3 Strategy Phase Vision and goals Organizing Operations and maintenance Key figures Screening Saving potential Suggestions for improvement Focus on partnership Tender Phase Tender strategy Tender material Gúarantee and risik Description of scope Allocation criterias Test/ choise of partners Project Development Phase Thorough analysis of búildings Collecting data Energy analysis (EMO) Saving potential Financing Design proposal T t/ h i f Definition of partnership Execution Phase Planning Implementation of investment projects Commisioning i i Trimming of systems Training of employees Follow-up/ expanding the partnership Operation/ Maintenance Phase Evaluation Technical Energy oprations Energy Control Mesauring Reportning Verification Training of employees Calculation l of gains / penance Adjusment of partnership Pube erty ng Dati Relat tionip shi We edding ESCO Establish hment of fam mily Marri iage 9

10 Preparation an important element Phase 0 Strategy Phase Strategifaset Vision and og mål goals Organisering Organizing Bygningsdrift Operations and maintenance NøgletalScreening Key figures Besparelsespotentiale Screening Saving Forbedringsforslag for Fokus improvement på potential Suggestions Focus partnerskab on partnership Tender Phase Tender strategy Tender material Gúarantee and risik Description of scope Allocation criterias Test/ choise of partners Phase 0 must not be downgraded! Clarification in Phase 0 is important A detailed preliminary work is important fewer requests for changes Internal clarification is important Visions and goals must be reflected in the tender. The greater part of the bad projects has not had clear enough goals (preliminary work) Pube erty ng Dati 10

11 How to organize an important element The client has to be prepared for the marriage the organization has to be in place There has to be enough ressources to do the ESCO-project The partnership has to apply to all levels of the organization 11

12 Mutual understanding an important element Guarantee Design proposal /catalogue Sharing of risks Interfaces to operations and maintenance Control of energy consumption o Training of employees Etc. Phase 1 Phase 2 Phase 3 Project Development Phase Thorough analysis of búildings Collecting data Energy analysis (EMO) Saving potential Financing Design proposal Definition of partnership Execution Phase Planning Implementation of investment projects Commisioning Trimming of systems Training of employees Follow-up/ expanding the partnership ESCO Operation/ Maintenance Phase Evaluation Technical Energy Operations Energy control Mesauring Reportning Verification Training of employees Calculation l of gains / penance Adjusment of partnership Partne ership Wed dding Establish hment of fam mily Marria age 12

13 Sharing of risks must be clear Technical risks = responsibility of ESCO parthership Operationel conditions i.e. bad handling of the maschinery Activity risks = responsibility of municipalicy i.e. use, numers of users, comfort and indoor climate External risks = to be shared between External risks to be shared between parties

14 How to establish a good partnership? p The foundation is trust! t! A good marriage is not buildt on a pre- nubtual agreement, but on trust and mutual respect

15 Trust affects efficiency: Efficiency Trust

16 Tools for a good parthership Workshops Teambuilding A mutual fund for unexpected expenses Establishment t of project-groups Preparation of an informel agreement - a log book :

17 The Log Book Mutual word book Conflict resolution How do we treat each other? (simpel and efficient) Other informel guidelines Log book must to be ready before the wedding The process with the book is just as important as the content!

18 Focus areas through h the parthership hi process: Choosing the right partners (=competent and dedicated) Create ownership to the project on all levels of the organizations Continiously matching of expectations Maintaining trust between all parties concerned Securing incentives for all parties

19 A good partnership demands: Thorough preliminary work and strategy for the ESCO Pragmatism Flexibility from both parties A balanced organization on both sides Clarification of mutual goals and expectations Sharing of risks A solid and carefully prepared agreement 19

20 ESCO-rådgivning Fase 0: Strategifase Handlingsplan Startpakke Måling, validering og vurdering af garanti Fase 3: Driftsfase ESCOelementer Udbudsrådg. og - håndtering Vurdering af projektforslag Bistand ved indgåelse af aftale Vur urdering af baseline Fase 1: Projektudvikling Bygning & Organiser ering Vision og mål Pote entiale og kort tlægning Finansiering energi Garanti Risiko & garanti Udbud Projektering Aftale Baseline Registrering af energibesparelser levera rancer Indgåelse af aftale med netselskab Funktion Energibesparelser Kontrol af kvalitet af leverancer Opfølgning på funktion og drift Validering af baseline og garanti Fase 2: Udførelsesfase

21 Case: ESCO in Gribskov municipality 220 municipal buildings Building area on m 2 Strategy phase from Feb. to April 2008 Tender in may 2008 Agreement with TAC signed in December 2008 An 8 year partnership p

22 Case: strategy Visions and Goals Type of financing Model for Guarantee Which part of the housing stock shall be included Is energy labeling included? What about exciting energy management

23 Security Gribskov: Different models of guarantee Guarantee model 1: Guarantee model 2: Complete guarantee partly guarantee Guaranteemodel 3: Incentivemodel Guaranteemodel 4: Project model Flexibility

24 Gribskov: Partly yguarantee was selected Tender partly guarantee Selected buildings (30 pct ) Phase 1 Guarantee on the rest of the buildings (70 ) (30 pct.) (70 pct.)

25 Gribskov: Other decisions The project was self financing No tax-related problems concerning ownership a cheaper financing The energy labeling of buildings was included in the tender The labeling is mandatory The energy labeling works a basis for the project proposal (mapping)

26 Final questions?

27 Thank you for your attention! Martin Dam Wied NRGi Rådgivning A/S Bernhard Bangs Allé Frederiksberg Tlf.: web: