REPORT ON BEST PRACTICE MEETING IN BRUSSELS Using Energy Performance Certificate databases turning data into action Deliverable D2.2: Report on key issues and recommendation resulting from the European Best Practice Meeting Authors Austrian Energy Agency - Naghmeh Altmann-Mavaddat - Oskar Mair am Tinkhof - Günter Simader Date February 2015
This is a public report. Disclaimers The sole responsibility for the content of this publication lies with the authors. It does not necessarily reflect the opinion of the European Union. Neither the EASME nor the European Commission are responsible for any use that may be made of the information contained therein. 2
Content Content... 3 CHAPTER I Introduction... 4 CHAPTER II Stakeholder/Best Practice Meeting... 5 CHAPTER III Best practice examples... 6 1. Energy Performance Certificates across the EU... 6 2. Status of EPC Databases in Partner Countries... 7 3. Best practice example: Italy... 8 4. Best practice example: Portugal... 9 5. Best practice example: Scotland, UK... 10 6. Best practice example: Ireland... 11 7. Best practice example: The Netherlands... 12 ANNEX I. Best practice meeting agenda, presentations, list of participants... 14 ANNEX II. Overview Lists... 15 List of figures... 15 3
CHAPTER I Introduction Request2Action is a programme across nine European countries, co-funded by the European Commission. Its focus is on how data from Energy Performance Certificates (EPCs), alongside other data, can be used to promote home energy efficiency. The current state of the building stock is being monitored in many European countries and energy related information is collected more and more in regional or national EPC databases. In order to get insight into the development of the energy efficiency in buildings and the acceptance of the recommendations of EPCs, the analysis of the recorded data is necessary. Investigations in the use of EPCs in refurbishment market show that in many countries there is little experience in monitoring the implementation of EPC recommendations. One of the tasks in work package two was to organise a best practice meeting and to invite representatives of the countries with EPC databases to share their experiences on monitoring activities with different stakeholders from the governmental, educational and private organisations. The more comprehensive elaboration on the EPC databases is integrated in the deliverable 2.1 Report on existing monitoring initiatives and databases. 4
CHAPTER II Stakeholder/Best Practice Meeting Since the certificates were first introduced in 2007, a number of European countries have stored data from EPCs in monitoring databases. Other countries are just starting to introduce such databases. Less attention has been paid to the potential of mass data gathered together from millions of EPCs. The EPC data could be used for many purposes. In order to show how the information is being used in different countries, an expert workshop was organized in Belgium on November 4 th 2014 (14:00-17:00) in the Auditorium of Vleva (Liaison Agency Flanders-Europe), Kortenberglaan 71 in Brussels. Experts from the following sectors were invited to this Best Practice event: EPC database administrators Companies particularly energy suppliers who have the potential to use EPC data at scale Academics working on energy policy and looking into big data use approaches. Policy makers at national and European level. 48 participants from 11 countries, 14 energy agencies, 8 universities, 5 private enterprises and 3 governmental organizations including CA EPBD attended the Best Practice Meeting. The Meeting was organised by the Request2Action project team, to: Discuss the first results of the internal survey on EPC database systems in the partner countries; Give an overview about the features of existing EPC database systems across Europe and discuss the outcomes of the BPIE study (Title: Energy Performance Certificates (EPC) across the EU: a mapping of national approaches ); Show best practice examples from Italy, Portugal, UK, Ireland and the Netherlands. This meeting offered the opportunity to validate existing information validated and to obtain new information (for example: information about the EPC database systems in Scotland and Ireland). Looking at examples from across Europe presented at this meeting, the participants could see how EPC monitoring databases can be used to: Track the progress of energy improvements key data for governments in complying with the Energy Efficiency Directive; Identify the buildings that most need energy upgrades data that can be used not just by governments but also by legitimate other stakeholders; Enable building owners and occupiers themselves and housing market actors to see the energy performance of entire communities; Monitor the quality of energy performance certificates and assessments. 5
CHAPTER III Best practice examples The participants were welcomed by Rui Fragoso from the Portuguese Energy Agency, ADENE. After a short introductory, explaining the context and aims of the meeting, energy experts presented the outcomes of surveys and how the EPC data is being used in exemplary countries. The main points of the presentations are described in the following section. The presentations themselves are provided in the appendix. 1. Energy Performance Certificates across the EU A Mapping of National Approaches: a survey by BPIE By Aleksandra Arcipowska (BPIE) Based on the latest BPIE study, Aleksandra Arcipowska (BPIE) gave an overview of the state of EPC activity and EPC databases across Europe. The BPIE study provides at evaluation of the EPC schemes implementation in Europe by focusing on the quality, availability and usability of EPC data. It builds on BPIE s survey from 2014 on EPCs conducted in cooperation with national experts from 23 Member States and Norway. The study indicates how many EPC databases central or regional exist or are planned across Europe. It also shows the format of the collected data in different countries, how the information is uploaded into the database, and who has access to the data. Some examples (Denmark, the Netherlands, Hungary and Ireland) were shortly introduced to give a better picture of the databases. The presentation concluded that a well-functioning EPC system accompanied by an EPC database can provide a ready-to-use source of information on the building stock. This makes the quality of EPC information crucial. The increasing number of best practices across Europe demonstrates the added value of EPC data for policy making and monitoring as well as for research and analysing. The further support of the Member States in developing and strengthening the central EPC registers, especially in relation to the privacy issues, is needed. The standardised methodologies and formats of data collecting and sharing should be promoted. The EPC schemes as a tool could be used for mapping and monitoring the national and European building stock and, if properly implemented, it could allow for the assessment of real market needs and the potential for energy efficiency improvements in the building sector. 6
2. Status of EPC Databases in Partner Countries A Survey of EPC Databases in the Partner Countries By Naghmeh Altmann-Mavaddat, AEA In this workshop the early findings of the survey which is done in the work package 2 on the EPC databases in the 8 partner countries was presented by the work package leader. There are 7 existing EPC databases and one newly established among the Request2Action partner countries (see Figure 1). Figure 1: The scope of EPC collection in the partner countries The data is mainly being used for statistics, research, strategies and infrastructural planning, subsidies and trend identifications in the building and real estate sector (see Figure 2). 7
Figure 2: The use of EPC data in the partner countries In particular, the information was used to verify the effectiveness of some NEEAP (national energy efficiency action plans) measures and to evaluate the impact of energy saving measures. In some countries like Portugal the data was used in redesigning the building codes and defining the baseline of buildings energy performance. The EPC databases have supported the designing and redesigning of funding schemes in many countries. 3. Best practice example: Italy Using Energy Performance Certificate databases: experience of Lombardy By Mauro Alberti FINLOMBARDA Lombardy is one of the first regions which established an EPC database after introducing EPC in Italy. The EPC database in Lombardy was established in 2007. Almost all the residential buildings in this region have an EPC all of which are collected in the EPC database. The EPC register is accessible from regional and municipal authorities and is rarely used for statistics and research. This region has its EPC database open to agencies for studies, to notary officials or on demand (also for trades). The CENED register (the EPC register in Lombardy) is referred to building cadastre and is integrated, together with the regional Cadastre of Building Heating/Cooling systems (CURIT) and the Ground Source Heat Pumps cadastre, into a wider Information System for Energy and Environment (SIRENA20). This system feeds and updates the regional energy balance and the regional emission monitoring system. Thousands of building operators, experts, installers and maintainers, managers and authorities use and provide input data into this system, which facilitates dematerialisation and simplification of bureaucracy beyond time and cost savings. Moreover, as a result, the statistical evaluation of these data helps the region in updating its climate goals. The elaboration of scenarios in new Regional Energy and Environmental Plan (PEAR) including the evaluation of the potential energy saving in the residential sector in Lombardy also builds on the inputs of the EPC database, crossed with other information within this regional system intelligence. 8
Many municipalities in Lombardy have been able to estimate potential impact of actions on buildings stock in their territories by relying also on EPC data, including public buildings. Access to CENED and use of SIRENA also helped them in drafting the sustainable energy action plans required from signatories of the Covenant of Mayors. Figure 3 shows a typical result based on this data Figure 3: EPCs Open Data: a tool for informing property market in Lombardy 4. Best practice example: Portugal Using Energy Performance Certificate databases: experience of Portugal By Nuno Clímaco ADENE Since 2007 there is a national EPC database system in Portugal. The central EPC database is managed by ADENE. The EPC of almost 10% of the buildings in Portugal are collected in the database. There are monthly or annual targets of EPCs quality assessment numbers to reach, based on: typology (residential/non-residential), type of certificate (new, existing), energy experts covering and other criteria. The EPC is being used to verify the effectiveness of some of the national energy efficiency action plan (NEEAP) measures such as energy efficiency fund. EPC information was used to assist the redesign of the building codes, particularly the new energy performance of the buildings in the building regulations by providing real values of the building elements, technical systems or even adjustments of the scope. Based on about 1.2 million recommendations made by energy experts and stated in EPCs, costs and potential savings on energy efficiency measures could be identified and analysed (see Figure 4). 9
Figure 4: Evaluation of impact of energy saving measures Credible information for the real estate market is one of the services made available through the EPC database. Thus the EPC database has become a powerful tool to evaluate buildings performance and to provide information for decision makers but its potential has not yet been depleted. 5. Best practice example: Scotland, UK Targeting domestic energy efficiency, renewable energy and fuel poverty with EPC data By Will Rivers (EST) Using housing data is necessary in Scotland to reach the climate goals and abolish fuel poverty. The old housing stock is inefficient but with easy measures like loft and cavity wall insulation, the efficiency could be raised. The local authorities could benefit from data to plan deliverable area based schemes targeted effectively and develop effective plans and strategies. Approximately 28% of Scottish households have an EPC. EST and the Scottish government have started an EPC modelling project to provide either a real or a modelled EPC for every address in Scotland or make this data easily available for local authorities through an interactive mapping portal. Figure 5 shows a screenshot from this portal. Figure 5: Example of elaboration of data: The average fuel poverty and vulnerability risk of Dandee city 10
The British approach to the use of data in the EPC database is that the raw datasets by themselves are of limited value to deliver programmes and the data is needed on 100% of homes to be valuable. By combining datasets and using statistical modelling a powerful dataset can be created. The continual programme of updates and improvement keeps the data real to life and enables strategies and action plans to be based on accurate information. The statistical models can predict characteristics more accurately than homeowners and the data presentation is the key. The GIS portal engages more decision makers: currently it is used by 28 of 32 Scottish Local Authorities. 6. Best practice example: Ireland Using Energy Performance Certificate databases: experience of Ireland By Chris Hughes (SEAI) Extracts from the BER (Building Energy Rating = EPC) register, comprising BER (EPC) Certificates, provisional BER (EPC) Certificates and accompanying advisory reports of the Irish database are open to public inspection on a restricted basis. The BER (EPC) Certificate, Advisory Report and Xml data file are normally made available to: The BER (EPC) assessor who carried out the relevant BER assessment A BER (EPC) assessor undertaking subsequent BER assessment of the relevant building The building owner or an agent acting on behalf of the owner, via a BER (EPC) assessor The BER (EPC) database has supported the Better Energy Homes scheme which provides grants to homeowners for roof and wall insulation, boiler and heating control upgrades and solar panels. The Better Energy Warmer Homes Scheme aims at improvement of the energy efficiency and comfort conditions of homes occupied by vulnerable households in receipt of the National Fuel Allowance Scheme through the installation of draught proofing, attic insulation, lagging jackets, low energy light bulbs and cavity wall insulation. According to the evaluation and research done (EPC database in combination with other databases) energy efficiency has a significant, positive relationship with list price of the buildings. A 50-point improvement (decline) in the Energy Performance Indicator is associated with a 1.5% higher list price. Figure 6 shows typical results based on this database. 11
Figure 6: The daily Evaluation Energy Performance of the Buildings of Irish EPC database 7. Best practice example: The Netherlands The learning of the Dutch Database experience of the Netherlands By Kees Jan Hoogelander (RVO) The Dutch EPC database is owned and operated by the government. It is mandatory to register the EPC. The information about the availability of an EPC is public and free. The data is used to verify if the goals are reached, does the policy needs adjusting and if a subsidy should be granted. The database is being used for the programme Energy Agreement for Sustainable Growth, which includes forty organisations, central, regional and local governments and environmental organisations. The purpose of this programme was to achieve a sustainable energy supply system by 2020. The database has been used for National Revolving Fund for Energy Efficiency, which provides loans to landlords and housing associations. This programme is based on the improvement of the energy label to A or A+. Another programmes EIA: Energy Investment Allowance, which is also a funding programme (tax deduction), is also related to the information and improvement of the energy label of the EPCs. There are also scientific research projects on labels and house-pricing. The information comes from database of transactions of the Dutch Association of Real Estate Brokers and National Energy Label Database. Figure 7 shows the effect of green energy label on the price of the Dutch buildings. 12
Figure 7: The effect of green energy label on the price of the Dutch buildings 13
ANNEX I. Best practice meeting agenda, presentations 14
ANNEX II. Overview Lists List of figures Figure 1: The scope of EPC collection in the partner countries... 7 Figure 2: The use of EPC data in the partner countries... 8 Figure 3: EPCs Open Data: a tool for informing property market in Lombardy... 9 Figure 4: Evaluation of impact of energy saving measures... 10 Figure 5: Example of elaboration of data: The average fuel poverty and vulnerability risk of Dandee city... 10 Figure 6: The daily Evaluation Energy Performance of the Buildings of Irish EPC database... 12 Figure 7: The effect of green energy label on the price of the Dutch buildings... 13 15
This is a public report. Project Details Duration: April 2014 April 2017 Coordinator: Energy Saving Trust Partners Austrian Energy Agency, AEA, Austria Centre for Renewable Energy Sources and Saving, CRES, Greece Energy Saving Trust, EST, UK Flemish Institute of Technological Research, VITO, Belgium Italian National Agency for New Technologies, Energy and Sustainable Economic Development ENEA, Italy Netherlands Enterprise Agency, RVO.nl, Netherlands Polish National Energy Conservation Agency, KAPE, Poland Portuguese Energy Agency, ADENE, Portugal Slovak Innovation and Energy Agency, SIEA, Slovakia
AUDITORIUM OF VLEVA (LIAISON AGENCY FLANDERS-EUROPE), KORTENBERGLAAN 71, BRUSSELS. 4 TH OF NOVEMBER 2014 Session 2 - Using Energy Performance Certificate databases turning data into action Europe has impressive ambitions for a nearly zero energy transformation of its housing stock. EPCs are key to realising those ambitions. EPC databases/registers are now in place across most EU countries. These databases, coupled with advancements in big data technology, statistical analysis and GIS mapping, have the power to transform our delivery of energy saving programmes. However, too often theses databases are left to gather dust and are not routinely used by policy makers and delivery bodies. A valuable opportunity is being missed. At this workshop, you will hear about the organisations who are maximising the value of the EPC databases, by placing them at the heart of energy efficiency delivery and policy. Speakers will include: - Ireland Sustainable Energy Authority who have pioneered live, easy access to data from EPCs for a wide range of stakeholders - Energy Saving Trust Scotland presenting their GIS software for the Scottish Government which turns EPC data targeting tools for use by local authorities - ADENE Portugal s EPC administrator who have one of Europe s most powerful EPC registers and who are piloting a programme to use it to monitor on-the-ground retrofit activity - RVO, Netherlands A new project to use data from EPCs with financiers to make the case for large scale investment in energy efficiency programmes We are inviting experts from the following sectors to this event: - EPC database administrators: looking to understand new developments in the use of EPC data - Companies particularly energy suppliers who have the potential to use EPC data at scale - Academics working on energy policy and looking to use big data approaches to understand policy progress and challenges - Policy makers at national and European level who want to understand how they can maximise investment in EPC registers to understand policy impact and progress towards EED targets
Please confirm your attendance by emailing Oskar Mair <Oskar.Mair@energyagency.at> 14:15 Introductory session on EPC databases: Rui Fragoso, ADENE 14:25 Best practice demonstration of using EPC databases across Europe 15:25 Austrian Energy Agency findings of survey on EPC monitoring 15:35 Break 15:50 Group session: How could EPC databases be used more effectively in your country? 16:50 Closing comments: Rui Fragoso, ADENE 17.00 END
Session 2 - Using Energy Performance Certificate databases turning data into action Introductory session Rui Fragoso ADENE AUDITORIUM OF VLEVA KORTENBERGLAAN 71, BRUSSELS 4 th November 2014
Session 2 - Using Energy Performance Certificate (EPC) database Session agenda 14:15 Introductory session on EPC databases: Rui Fragoso, ADENE 14:25 The picture of EPC monitoring activity BPIE research into overall EPC action across Europe, Aleksandra Arcipowska, BPIE Interim findings from R2A research specifically into monitoring recommendations and giving market actors use of the data, Naghmeh Altman, AEA 14:55 Best practice demonstrations Italy, Mauro Alberti, FinLombarda Italy Portugal, Nuno Clímaco, ADENE UK, Will Rivers, EST UK Discussion and questions 15:55 Break 1
Session 2 - Using Energy Performance Certificate (EPC) database Session agenda 16:15 Best practice demonstrations (continuation) Ireland, Chris Hughes, Sustainable Energy Agency Ireland Netherlands, Kees-Jan Hoogelander, RVO Discussion and Questions 16:50 Closing comments: Rui Fragoso, ADENE 17.00 END 2
Session 2 - Using Energy Performance Certificate (EPC) database Why a session on Using EPC databases? Directive 2002/91/EC and 2010/31/EU led to an implementation of Energy Performance Schemes all over EU member states; The EPC has a key role in achieving the goal of the EPBD, which is to support the transition of the real estate sector towards energy efficiency; In addition the EPC includes recommendations for the cost-optimal or cost-effective improvement of the energy performance of a building; Useful, detailed and high amount of data is now stored in central registries preparing the ground to unleash action; Homeowners, real state market, policy makers, investors, etc can now benefit from that information The secret now is How to do it and Learn from best practices. 3
Session 2 - Using Energy Performance Certificate (EPC) database What to expect from this session? Possible answers to: How are EPC databases currently being used? What is the potential for using EPC data? Who (companies, local government, policy makers etc) have access to databases? Is the data accessible and useable what is best practice in making information practically useful for policy makers and different market actors? How is the data linked to other sources of information (eg data collected from subsidy schemes) and used by government for market monitoring and track retrofit activity? What are the issues around giving different actors access to the data (especially privacy concerns)? 4
Session 2 - Using Energy Performance Certificate (EPC) database Relevant facts known about EPC (based on Concerted Action EPBD book Implementing the EPBD - Featuring Country Reports 2012 EPC are issued by Qualified Experts who undergoes specific Training. In almost Member States training is mandatory plus exams; In most cases EPC are issued after a site visit allowing to collect real data and confirming implemented solutions; EPC are the source for cost-optimal or cost-effective improvements; Nowadays technology allows to easily store large amount of data in EPC Central Databases and share it widely; The effective use of an EPC in advertising and as a supporting tool for financing is very important to increase the demand for energy efficiency buildings on the market. 5
Session 2 - Using Energy Performance Certificate (EPC) database But some challenges still exist.. (based on Concerted Action EPBD book Implementing the EPBD - Featuring Country Reports 2012 Confidentiality issues/access to information still prevent to take full advantage of databases; Monitoring of the implementation of recommendations is crucial to keep track of the actual improvements in building performance; Some countries already experienced the EPC as a supporting tool for financing, but its still not a common procedure; EPC in advertising: Consumers reaction and market uptake is still unknown, but member states are making some market researches. There is a need to promote the effective use of the EPC data. Hopefully sessions like this one can raise awareness on the EPC potential. 6
Brussels, 4th November 2014 Energy Performance Certificates Databases Current status of implementation across Europe Aleksandra Arcipowska
The Buildings Performance Institute Europe (BPIE) Knowledge Policy Implementation www.bpie.eu www.buildingsdata.eu @BPIE_eu
Report 2014: Energy Performance Certificates across the EU Making EPCs an effective instrument for market transformation and data mapping Goal: evaluate the implementation status of the EPC schemes in Europe by focusing on the quality, availability and usability of EPC data. Quality assurance schemes for EPCs Centralised EPC databases The results of this study are based on BPIE s survey on EPCs conducted in cooperation with national experts from 23 Member States and Norway. 2010 2011 2014
BPIE Survey 2014 Existence of EPC registers
Type of data collected - Format of EPC register Examples Database includes registration number of the EPC, the building type, the calculation method, region where the building is located, certifier data. Folder structure of the register; electronic copy of EPC (pdf, jpg). In 2005-2010: xls format. Since 2010: MSQL database, all information from EPC. Advanced system based on Excel with a user interface. The system requires 80 inputs. All data provided in the EPC + calculation input. Advance SQL database with 250 input parameters in the EPC database; Data variables required in the calculation.
Upload of EPC in the register BPIE Survey 2014
BPIE Survey 2014 Access to EPC registers
Examples of EPC databases Denmark Public database of individual properties providing the EPC and other public information such as property and land value; Limited (paid) access to a more extensive database and Property Data Report with additional information (i.e. water supply and soil contamination) is available; For the recognized property owner: sensitive information is available (e.g. overdue debt to the municipality); Public access to aggregated statistics on energy performance of Danish building stock. EPC Database is linked to other public databases e.g. cadastral register, etc. Access database at: http://boligejer.dk/ejendomsdata/0/51
Examples of EPC databases The Netherlands Possible to access information for individual EPCs searchable by number, postcode, address; Public access to aggregated statistics (number of EPC per class, age band, building type); Possible to download aggregated statistics; Cooperation with the commercial sector, i.e. Meer Met Minder Energie. Access database at: http://www.ep-online.nl/energielabel.aspx
Examples of EPC databases Hungary Open access to EPC database; Statistics automatically generated on request and displayed online; Not possible to download aggregated data in spreadsheet format. Access database at: https://www.e-epites.hu/entan/
Examples of EPC databases Ireland Dedicated open data portal to access EPC data: National BER Research Tool; Customised search and possible download of the aggregated statistics (raw data format, not visual representation); Access to individual EPCs only via unique code of the building. Access database at: https://ndber.seai.ie
Making use from EPC data
Conclusions A well-functioning EPC system accompanied by an EPC database provides a ready-to-use source of information on the building stock. The quality of EPC information is crucial; There is an increasing number of best practices across Europe that demonstrate the added value of EPC data for policy making and monitoring, as well as market and research analysis; There is a need to further support Member States in the development and strengthening of central EPC registers, especially in the context of private data, and data analysis; Standardised methodologies and formats of data gathering and sharing (to enable re-usability) should be promoted; There is a need to further promote the EPC schemes as a tool for mapping and monitoring the national and European building stock. Once properly implemented, it will allow assessment of real market needs and the potential for energy efficiency improvements in the building sector.
Brussels, 4th November 2014 Thank you for your attention! Contact: aleksandra.arcipowska(at)bpie.eu
ENERGY PERFORMANCE CERTIFICATE DATABASES FINDINGS OF SURVEY ON EPC MONITORING Brussels, Belgium 04. November 2014 Naghmeh Altmann-Mavaddat
IMPLEMENTATION OF EPBD 2010/31/EU (R) Article 11 Mandatory certification of new and existing buildings, along with periodic certification of public buildings Article 18 Indepentent control system Member States shall ensure that independent control systems for energy performance certificates and reports on the inspection of heating and air-conditioning systems are established 2
EU AND EPC-DATABASES 24 Member States have central EPC- database The majority of countries undertake statistical analysis Including Norway! source: http://europa.eu/about-eu/countries/index_en.htm 3
MONITORING SYSTEMS AND EVALUATING DATA Examples Average space heating demand Average U-value source: https://www.energieausweise.net/homepage/?cmd=statistic 4
MONITORING SYSTEMS AND EVALUATING DATA Examples Monthly development of EPCs Development of the energy ratings source: http://www.energimerking.no/no/energimerking-bygg/energimerkestatistikk/ 5
COMPLEXITY AND SCOPE 6
MAKE BEST OF MONITORING BASES One-Stop Shop for different stakeholders Monitoring systems Energy Performance Certificate Home Energy check Tool Home visits 7
METHOD OF SURVEY ON EPC MONITORING General information about the host and provider Basic information about the monitoring base Information on the usage of the database 8
DATABASES IN EUROPE Source: http://bpie.eu/uploads/lib/document/attachment/81/bpie_energy_performance_certificates_eu_mapping_-_2014.pdf 9
EPCS IN THE DATABASES OF THE COUNTRIES Austria: 6% Belgium: 23% Greece: 14% Italy: 11% The Netherlands: 28% Poland: <1% Portugal: 10% Slovakia: 0% United Kingdom: n.a. Norway: 17% 10
INFORMATION USED FOR: Statistics Research verify the effectiveness of some NEEAP measures Evaluate the impact of energy saving measures Assist the redesign of the building codes Define the baseline of building performance Provide help for designing funding schemes Trends Strategic planning Infrastructure planning 11
THEMES TO DISCUSS The documentation of recommendations and implementation Identification of renovation rate Verifying the effectiveness of monitoring for NEEAP Reaching the goals User friendliness of EPC-database Improvement possibilities for market actors Connection to other data sources? 12
THANKS FOR YOUR ATTENTION! DI MSc Naghmeh Altmann-Mavaddat AUSTRIAN ENERGY AGENCY Mariahilfer Straße 136 1150 Vienna Austria T. +43-1-586 15 24-128 Fax +43-1-586 15 24-340 naghmeh.altmann@energyagency.at www.energyagency.at
Using Energy Performance Certificate databases turning data into action. The experience of Lombardy Expert workshop organised as part of the Request2Action Project November 4 th, 2014 Brussels Mauro Alberti - FINLOMBARDA
Summary The Regional energy system Energy policies and planning Key figures The Regional information and knowledge systems The EPC database Data Promoting knowledge-based action Expert workshop - November 4 th, 2014 2
THE NEW ENERGY & ENVIRONMENTAL REGIONAL PLAN BURDEN-SHARING Expert workshop - November 4 th, 2014 3
THE NEW ENERGY & ENVIRONMENTAL REGIONAL PLAN OBJECTIVES and SHARING of RESPONSIBILITIES by SECTORS Expert workshop - November 4 th, 2014 4
THE NEW ENERGY & ENVIRONMENTAL REGIONAL PLAN Expert workshop - November 4 th, 2014 5
THE REGIONAL ENERGY SYSTEM Regional energy balance key figures Buildings (residential + commercial and services), with a demand of about 11 million toes in 2012, represent the most energy-consuming sector in Lombardy, corresponding to 43% of the total demand. In the period 2000-2012, the final energy consumption in the residential sector has decreased by 4%; on the other hand in the service sector there has been an increase of 41%. Expert workshop - November 4 th, 2014 6
KNOWLEDGE-BASED REGIONAL ENERGY PLANNING Energy-environmental monitoring system (SIRENA) Expert workshop - November 4 th, 2014 7
KNOWLEDGE-BASED REGIONAL ENERGY PLANNING Energy databases and observatories * * 1 464 678 on October 23 rd, 2014 Expert workshop - November 4 th, 2014 8
KNOWLEDGE-BASED REGIONAL ENERGY PLANNING OPEN DATA Expert workshop - November 4 th, 2014 9
EPC REGULATION AND SYSTEMS IN ITALY EPBD adopted by Regional Law Regional regulation implementing National guidelines No EPBD adoption / no regional or provincial regulation Adoption of a environmental-energy sustainability protocol Expert workshop - November 4 th, 2014 10
EPC REGULATION AND SYSTEMS IN ITALY REGIONAL EPB CERTIFICATES DATABASES Existing Not existing Under way REGIONAL Heating systems registries Existing To be implemented Expert workshop - November 4 th, 2014 11
Summary The Regional energy system The new Energy & Environmental Regional Plan (PEAR) and the initiatives for financing energy sustainability at local level Key figures The EPC database Data Promoting knowledge-based action Expert workshop - November 4 th, 2014 12
09-2007 12-2007 03-2008 06-2008 09-2008 12-2008 03-2009 06-2009 09-2009 12-2009 03-2010 06-2010 09-2010 12-2010 03-2011 06-2011 09-2011 12-2011 03-2012 06-2012 09-2012 12-2012 03-2013 06-2013 09-2013 12-2013 03-2014 06-2014 BUILDING ENERGY CERTIFICATES IN LOMBARDY: A CONSTANT GROWTH 45000 40000 35000 30000 25000 Energy certification mandatory for buildings / apartments to be sold Energy certification mandatory for buildings / apartments to be rented Energy certification mandatory for property advertisements Total ECs 1 464 678 on October 23 rd, 2014 20000 15000 10000 5000 0 Media annuale ECs 2007 13.194 ECs 2008 60.949 ECs 2009 135.026 ECs 2010 214.811 ECs 2011 270.658 ECs 2012 325.171 ECs 2013 245.859 ECs 2014* 135.125 * First semester Expert workshop - November 4 th, 2014 13
BUILDING ENERGY CERTIFICATES IN LOMBARDY: DRIVERS new construction energy service contract replacement of heating generator > 100kW voluntary certification volumetric expansion > 20% building renovation> 25% attic renovation new installation heating system rental contract restructuring heating system other retrofitting with tax incentives demolition and reconstruction sale Data after June 2009 (new calculation procedure) Expert workshop - November 4 th, 2014 14
CERTIFICATES PER ENERGY CLASS RESIDENTIAL BUILDINGS 5,6% 7,3% 51,5% 0,1% A+ 9,6% 0,8% A B C D 11,8% E F G 13,2% CLASS A+ A B C D E F G EP H 9,3 23,3 46,7 74,9 103,5 132,3 161,8 283,3 EP H in kwh/m 2 y Expert workshop - November 4 th, 2014 15
CERTIFICATES PER ENERGY CLASS NON-RESIDENTIAL BUILDINGS 1,8% 8,3% 47,3% 14,5% 13,3% 0,1% 0,4% A+ A B C D E F G 14,3% CLASS A+ A B C D E F G EP H 1,8 4,8 9,0 19,7 35,6 48,6 59,6 101,6 EP H in kwh/m 3 y Expert workshop - November 4 th, 2014 16
PRIMARY ENERGY DEMAND (CERTIFICATES) STATISTICS RESIDENTIAL BUILDINGS Distribution of EPh occurrences Expert workshop - November 4 th, 2014 17
PRIMARY ENERGY DEMAND (CERTIFICATES) STATISTICS NON-RESIDENTIAL BUILDINGS Distribution of EPh occurrences Expert workshop - November 4 th, 2014 18
PRIMARY ENERGY DEMAND (CERTIFICATES) STATISTICS RESIDENTIAL BUILDINGS Provinces data average Expert workshop - November 4 th, 2014 19
PRIMARY ENERGY DEMAND (CERTIFICATES) STATISTICS NON-RESIDENTIAL BUILDINGS Provinces data average Expert workshop - November 4 th, 2014 20
CERTIFICATES PER USE DESTINATION non-residential buildings Expert workshop - November 4 th, 2014 21
PRIMARY ENERGY DEMAND (CERTIFICATES) IN LOMBARDY MUNICIPALITIES IN LOMBARDY AVERAGE EP H (KWH/M 2 YEAR) 96-160 KWH/M 2 YEAR 160-200 KWH/M 2 YEAR 200-250 KWH/M 2 YEAR 250-350 KWH/M 2 YEAR 350-558 KWH/M 2 YEAR N.A. AVERAGE PRIMARY ENERGY DEMAND (EP H ) RESIDENTIAL BUILDINGS Expert workshop - November 4 th, 2014 22
ENERGY PERFORMANCE OF EXISTING BUILDING STOCK IN LOMBARDY: STATE OF THE ART COPERTURA ROOF U LIM = 0,30 W/M 2 K U AVG = 0,96 W/M 2 K + 220 % WALLS U LIM = 0,34 W/M 2 K U AVG = 1,04 W/M 2 K + 206 % FITTINGS U LIM = 2,2 W/M 2 K U AVG = 3,19 W/M 2 K + 45 % LIM = Threshold for buildings in climatic zone E FLOOR U LIM = 0.33 W/M 2 K U AVG = 1,03 W/M 2 K + 213 % Expert workshop - November 4 th, 2014 23
ENERGY PERFORMANCE OF EXISTING BUILDING STOCK IN LOMBARDY: STATE OF THE ART BUILDING (ET H ) 138 [kwh/m 2 ] Building-Heating plants System (EP H ) 182 [kwh/m 2 ]* MEAN GLOBAL SEASONAL EFFICIENCY (h G,YR ) 78 [%] threshold 78,5 [%]*- 84 [%]* THRESHOLD 64 [kwh/m 2 ]* +184% * Threshold for a building in Milan with surface/volume value equal to 0,5 * Threshold for a building with heating plant 15 kw or >84 kw powered Expert workshop - November 4 th, 2014 24
ENERGY PERFORMANCE OF EXISTING BUILDING STOCK IN LOMBARDY: STATE OF THE ART 250 200 182 kwh/m 2 /year 150 100 138 kwh/m 2 /year EPH (mean) 64 kwh/m 2 /year 50 0 PROVINCES Energy demand for heating, EPH Thermal demand for heating, ETH Expert workshop - November 4 th, 2014 25
REGIONAL ACT FOR ENERGY EFFICIENCY IN BUILDINGS: IMPROVING PERFORMANCES IN LOMBARDY Residential buildings 300 National law 373/1976 250 242 245 251 242 207 National law 10/1991 200 EPh kwh/m 2 /year 150 154 DGR VIII/5018 e s.m.i. 100 78 50 0-15% -25% -50% Expert workshop - November 4 th, 2014 26
REGIONAL ACT FOR ENERGY EFFICIENCY IN BUILDINGS: IMPROVING PERFORMANCES IN LOMBARDY Residential buildings EPh kwh/m 2 /year Expert workshop - November 4 th, 2014 27
REGIONAL ACT FOR ENERGY EFFICIENCY IN BUILDINGS: IMPROVING PERFORMANCES IN LOMBARDY 1,4 1,2 1 0,8 0,6 0,4 0,2 Walls thermal transmittance (W/m 2 K) Roof transmittance (W/m 2 K) 1,4 1,2 1 0,8 0,6 0,4 0,2 0 < 1930 1931-1945 1946-1960 1961-1976 1977-1992 1993-2006 > 2007 0 < 1930 1931-1945 1946-1960 1961-1976 1977-1992 1993-2006 > 2007 1,2 1 0,8 0,6 0,4 0,2 0 Basement transmittance (W/m 2 K) Windows transmittance (W/m 2 K) 4 3,5 3 2,5 2 1,5 1 0,5 0 < 1930 1931-19451946-19601961-19761977-19921993-2006 > 2007 Expert workshop - November 4 th, 2014 28
REGIONAL ACT FOR ENERGY EFFICIENCY IN BUILDINGS: IMPROVING PERFORMANCES IN LOMBARDY INDICATOR BUILDINGS BEFORE 2008 NEW BUILDINGS (built after january 2008) Savings Energy demand for heating 182 64* EP H [kwh/m 2 /year] - 118 Natural gas consumption [m 3 ] ** 1.898 667-1.230 Expenditure for heating [ ] *** 1.340 470-861 CO 2eq emissions [kg/m 2 /year] 3.636 1.279-2.358 * Threshold for a building in Milan with surface/volume value equal to 0,5; ** Threshold for a building with a heating surface equal to 100 m 2 ; *** Cost for natural gas = 0,70 /m 3. Expert workshop - November 4 th, 2014 29
VERIFICATION OF ENERGY CERTIFICATES The selection of the ECs to be verified is organized so as to potentially involve all Ecs registered in the database, while at the same time ensuring a more likely control on ECs which have an higher risk of non-compliance in accordance with the following factors: number of certifications made by the energy certifier; proximity to values which separate classes; very high EPh values; class energy efficient. In any EC, at the time of registration into the database, a score is assigned that takes into account the abovementioned identified risk factors In 2012, the analyses led to carry out 153 inspections as follows: 119 Energy Certificates; 27 sale contracts without EC; 7 rental contracts without EC. The regional procedure provides that non-compliance of one or more parameters detected during the inspections do not necessarily lead to a negative outcome of the verification. For the result to be considered negative it is necessary that the value of the penalty function (PF) is higher than 20 NEGATIVE POSITIVE Expert workshop - November 4 th, 2014 30
Summary The Regional energy system The new Energy & Environmental Regional Plan (PEAR) and the initiatives for financing energy sustainability at local level Key figures The EPC database Data Promoting knowledge-based action Expert workshop - November 4 th, 2014 31
ktoe REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Elaboration of scenario in new Regional Energy and Environmental Plan Residential sector private properties Residential sector - social housing Potential saving estimate: 1-1,3 Mtoe Elaboration based on SIRENA20 data and on certificates database, especially as regards evolution of new buildings performances Expert workshop - November 4 th, 2014 32
REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Evaluation of the potential energy saving in the residential sector in Lombardy Certificates between June 2009 and September 2013 (new calculation procedure) 850 000 records Whole buildings certificates, all information on heat losses available, and exclusion of anomalous records 175 000 records Construction period Dwellings per building N. of records (buildings) 1 2 3-8 9-15 16-30 31 Before 1930 19.578 607 428 189 208 54 21.064 1930-1945 8.297 205 171 182 170 66 9.091 1946-1960 15.980 573 401 443 604 310 18.311 1961-1976 27.635 1.597 1.296 1.373 1.568 730 34.199 1977-1992 27.180 921 349 230 201 131 29.012 1993-2006 32.053 515 165 61 81 30 32.905 After 2006 27.130 546 1.507 1.064 660 289 31.196 TOTALE 157.853 4.964 4.317 3.542 3.492 1.610 175.778 Data elaborated together with Politecnico di Milano Expert workshop - November 4 th, 2014 33
REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Evaluation of the potential energy saving in the residential sector in Lombardy Three groups of buildings Type A - buildings with original features, namely those corresponding to the age in which they were built (buildings that have not undergone any restructuring); Type B - buildings where retrofitting has only covered the replacement of fittings (probably, at least in recent years, taking advantage of tax benefits); Type C - buildings that have been completely restored, with regard to both technical buildings systems and the envelope. Evaluation of frequency curves for the following measured parameters: total net area (m2); envelope average transmittance (W / m 2 K); roof average transmittance (W / m 2 K); floor average transmittance (W / m 2 K); windows average transmittance (W / m 2 K); primary energy demand EP H, NORM (kwh / m 2 y); average seasonal efficiency (ET H, NORM / EP H, NORM). Expert workshop - November 4 th, 2014 34
REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Evaluation of the potential energy saving in the residential sector in Lombardy Results of the analysis: characteristics of target buildings Primary energy demand (EPh) (A2,1) Non-retrofitted buildings [KWH/M 2 year] Construction 1 2 3-8 9-15 16-30 31 period Before 1930 342 358 236 206 227 202 1930-1945 382 380 287 246 221 267 1946-1960 386 364 282 236 212 198 1961-1976 381 340 263 235 202 192 1977-1992 302 298 270 215 199 206 1993-2006 142 138 124 123 100 111 After 2006 57 52 44 40 35 34 Expert workshop - November 4 th, 2014 35
REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Evaluation of the potential energy saving in the residential sector in Lombardy (A2,2) Partially-retrofitted buildings [KWH/M 2 year] Construction 1 2 3-8 9-15 16-30 31 period Before 1930 311 289 224 201 169 177 1930-1945 332 324 224 187 162 160 1946-1960 330 282 253 218 161 162 1961-1976 300 309 222 197 184 158 1977-1992 237 229 217 165 164 163 1993-2006 - - - - - - After 2006 - - - - - - (A2,3) Fully-retrofitted buildings [kwh/m 2 year] Construction 1 2 3-8 9-15 16-30 31 period Before 1930 90 68 54 56 54 94 1930-1945 76 70 62 46 53 91 1946-1960 98 93 63 52 85 110 1961-1976 95 95 89 93 79 98 1977-1992 90 88 83 96 109 95 1993-2006 70 63 41 47 31 61 After 2006 - - - - - - Other characteristics: - Envelope energy demand (ETh); - Glazed surface / useful floor area - Average transmittance of fittings (weighted on glazed surface) - Shares of non-retrofitted, partially-retrofitted and fully-retrofitted buildings - Wall surface / useful floor area - Average transmittance of walls (weighted on floor area) - Roof surface / useful floor area - Average transmittance of roof (weighted on floor area) Expert workshop - November 4 th, 2014 36
REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Evaluation of the potential energy saving in the residential sector in Lombardy Extrapolation of data to Lombardy buildings stock F1 TOTAL FLOOR AREA [1000 * m2] Construction period 1 2 3-8 9-15 16-30 31 Total Before 1930 17.872 12.030 18.471 5.815 3.983 3.269 61.441 1930-1945 4.993 3.424 4.862 2.236 2.275 2.081 19.870 1946-1960 10.490 10.337 12.674 6.654 9.760 8.282 58.196 1961-1976 21.375 21.849 24.349 13.900 20.229 18.037 119.740 1977-1992 16.092 13.888 20.033 10.610 11.986 9.528 82.136 1993-2006 10.557 8.421 15.209 7.186 7.159 5.820 54.352 After 2006 2.775 2.385 3.260 1.582 1.926 1.566 13.494 Data on fuel consumption residential sector coefficient = "real" energy consumption estimated energy demand (EPh) = 0.73 Certificates data Expert workshop - November 4 th, 2014 37
REGIONAL POLICIES FOR SUSTAINABLE BUILDINGS Evaluation of the potential energy saving in the residential sector in Lombardy FINAL RESULT, based on - costs of measures - benefits of measures (energy savings), corrected by factor MEASURE Replacement of fittings in non-retrofitted buildings Full retrofitting - external wall insulation Full retrofitting external, internal, cavity wall insulation Fittings POTENTIAL SAVING % REDUCTION ON ACTUAL COST [GWH/YEAR] CONSUMPTION [BILLIONS EURO] 4 543 7 % 9.7 25 496 41 % 29.5 38 474 62 % 34.8 Expert workshop - November 4 th, 2014 38
SUPPORT TO ACTIONS AT LOCAL (MUNICIPAL) LEVEL Sustainable energy action plan - SEAP A lot of municipalities in Lombardy have been able to estimate potential impact of actions on buildings stock in their territories by relying also on CENED data, including public buildings Besides, the required monitoring will be based also on the trend of energy performance certificates More than 600 Municipalities have adhered in Lombardy; more than 400 SEAPs are already been submitted Expert workshop - November 4 th, 2014 39
SUPPORT TO ACTIONS AT LOCAL (MUNICIPAL) LEVEL Sustainable energy action plan Municipal buildings Expert workshop - November 4 th, 2014 40
SUPPORT TO ACTIONS AT SUB-URBAN LEVEL The more buildings are certified the more it is possible to use certificates data to estimate energy (heating) demand at urban / sub-urban level and so plan efficient heating and cooling systems at different scales (activity foreseen by EU Directive 2012/27 and currently being implemented by GSE in Italy, with support of Regions) Expert workshop - November 4 th, 2014 41
SUPPORT TO ACTIONS AT SUB-URBAN LEVEL USE OF DATA BY THIRD- PARTIES EPCs Open Data - a tool for informing property / housing markets Expert workshop - November 4 th, 2014 42
Thank you
Session 2 - Using Energy Performance Certificate databases turning data into action Best practice demonstrations - Portugal Nuno Clímaco ADENE AUDITORIUM OF VLEVA KORTENBERGLAAN 71, BRUSSELS 4 th November 2014
Using Energy Performance Certificate databases - Figures and numbers Portuguese Energy Certification System in numbers 1 st Energy performance Regulation 2006, 2 nd Energy performance Regulation 2013, Energy Certificate fully implemented from 2009 (sell/rent), Total of +780.000EPC issued so far (~10% building stock), 155.000 from new regulation (2013 regulation). 1500 Qualified Experts 189.613 160.208 Issued Certificates DCR CE 112.409 CE/DCR New (design) New (constr.) Existing 150.719 A+ A B B- C 1% 5% Energy Class 18% 12% 34% 83.693 77.458 D E 9% 17% F 3% G 2% 2009 2010 2011 2012 2013 2014 (until October) 1
Using Energy Performance Certificate databases EPC database is frequently used Frequent analysis on the EPC database Analysis are done according to the needs, either by the ADENE or other entities; ADENE provides monthly data (technical / generic / specific) to entities that have specific protocols; Entity National energy agency Main Purpose EPC evolution (monthly, quarterly, yearly) Benchmarking Monthly financial reports Online statistics (energy label, number of EPC) 2
Using Energy Performance Certificate databases EPC database is frequently used Entity National statistical institute Main Purpose EPC evolution and technical data (monthly) Energy label impact on the sales/rents market price; Buildings energy performance evolution Real estate market analysis EPC evolution and technical data (monthly) Cross information with municipalities: building permits, sqm market values (sales and rents) and energy labels. Monitor real state market activity (EPC number) Real estate market association EPC evolution (quarterly + yearly) Market study catalog; Webservice for label advertising credible data provided. 3
Using Energy Performance Certificate databases Examples of best practices Example 1 Verify NEEAP measures The EPC is used to verify the effectiveness of some NEEAP measures NEEAP sectors renew home and office building certification solar thermal Transports Buildings Industry Government Behaviors Measure impact of new regulations and EP improvement Government energy efficiency Measure EP of public buildings and improvement measures NEEAP=National Energy Eficiency 4 Action Plan
Using Energy Performance Certificate databases Examples of best practices Example 2 Evaluate the impact of energy saving measures Identification and analysis of financial cost and potential savings from the recommendations stated in the EPC Ventilation DHW 5% 29% Based on around 1.2 million recommendations made so far by Qualified Experts Average findings per building unit: 4.500 up to 450 Estimated investment costs Yearly energy cost reduction Windows 12% Renewable Energy 20% Insulation 19% 5 Heating /Cooling 15%
Using Energy Performance Certificate databases Examples of best practices Example 3 Energy Efficiency Fund Is a financial tool, with the purpose of finance programs and measures foreseen in the NEEAP The information available in the EPC is used to clearly validate the NEED and effective IMPLEMENTATION of recommendations Application Approval and construction Validation Payment 6
Using Energy Performance Certificate databases Examples of best practices Example 4 Improve building codes EPC information was used to assist the redesign of the building codes, in particular the new energy performance of buildings regulation, by providing real values of building elements, technical systems, or even adjustments on the scope. 7
Using Energy Performance Certificate databases Examples of best practices Example 5 Help Government designing funding schemes Provide help to the Government, in terms of designing funding schemes for building refurbishment; EPC database was used to define the baseline of building performance. 100% 80% Building envelope U-values (W/(m 2.ºC)) <1960 1960-1990 Exterior walls 2.34 1.69 60% Roof 3.39 3.39 40% 20% 0% Antes 1950 1950 a 1959 1960 a 1969 1970 a 1979 1980 a 1989 1990 a 1999 Between Between Entre C and C Ge G Entre A+ e B- A+ and B- 2000 a 2005 2006 a 2009 Windows Pavement Uw (W/(m 2.ºC)) Ground floor Above basement 3.68 2.38 2.66 Solar factor 0.85 4.31 4.25 8
Using Energy Performance Certificate databases Examples of best practices Example 6 Provide credible information for Real State market ADENE allows access to database via webservices to information stored by EPC; Through EPC unique ID number entities get real time information; Unique EPC ID number Entity ID EPC number EPC previous number Type of EPC EPC issue date EPC validity date Energy class Energy label SCE logo Type of building Qualified expert number Qualified expert name Postal code Address District Municipality Parish Locality GPS coordinates Building registration number Registration Unit registration number Building unit ID Building description Typology Year of construction Useful area Average ceiling height Other data 9
Using Energy Performance Certificate databases Examples of best practices Example 7 Information for Municipalities Most relevant building energy performance No information Example: Lisbon city Source: SCE Study: Gonçalo Pereira (researcher 10 at MIT- Portugal), Nuno Gomes (researcher at IN+,IST)
Conclusions Energy performance databases become powerful tools to evaluate buildings performance and to provide information to decision makers; Although there's a lot of engagement from different actors, there s still a long way to fully use the potential from EPC databases; Store the relevant information and provide it to all actors is decisive to raise awareness of buildings performance and get the most out of EPC databases. 11
Best practice demonstrations - Portugal Thanks for your attention Nuno Clímaco 12
Home Analytics Scotland Targeting domestic energy efficiency, renewable energy and fuel poverty with EPC data Will Rivers Data Insight Manager
Why is housing data necessary in Scotland? Policy drivers Carbon targets Fuel poverty Renewable energy generation Housing stock challenges UK has an old inefficient housing stock Easy measures (loft insulation, cavity wall insulation) nearly done More expensive measures need to be targeted Local authorities would benefit from data to Plan deliverable area based schemes targeted effectively 2 Develop effective plans and strategies
Using EPC data to target programmes Full EPC data available for approximately 28% of Scottish households However, used in isolation, this does not provide sufficient data to meet the challenge EPC data can be: Out of date Biased towards particular sectors Contain inaccuracies It is necessary to have data on all households in order to deliver programmes effectively and develop long term strategies for improving the housing stock Combination of statistical modelling capable of producing accurate results 3
EST and Scottish Government EPC modelling Objectives: 1. Provide either a real or a modelled EPC for every address in Scotland 2. Make this data easily available for local authorities through an interactive mapping portal By bringing together: EPC data Installations data Customer data Mapping data
Home Analytics Scotland v3.0 Home Analytics Scotland EPC modelling list of variables UPRN, address and location Property tenure Main fuel type Property age of construction Boiler efficiency band (A- G) Wall construction Loft insulation Energy Efficiency Rating band (A-G) Estimated RDAP fuel bill ( per annum) HTTC - Exposure to wind driven rain zone 5 Property type Habitable rooms Total floor area (m2) Number of dwellings within building (blocks of flats) Wall insulation Glazing type Environmental Impact Rating band (A-G) Estimated RDSAP Co2 emissions (tco2 per annum) Hard to Treat Cavity wall risk Distance to nearest gas meter Listed Building grade Roof orientation (E, SE, S, SW, W) Distance to nearest biofuels supplier Solar PV potential output Distance to nearest dwelling ECO CSCO eligibility Likelihood of income deprivation High fuel cost, low income indicator Wind speed at 10m above ground level Garden size ECO HHCRO eligibility ECO CSCO Rural eligibility Fuel bill (percentage of median) High fuel cost, low income, vulnerable circumstances indicator
Home Analytics Scotland v3.0 accuracy Home Analytics Scotland v3.0 % of total from real data % modelled data % Predictive accuracy Property type 92% 8% 98% Property age 28% 72% 89% Property tenure (Social/Private) 50% 50% 94% Property tenure Private (Rented/Owned) 52% 48% 96% Property tenure Social (Local Authority / Housing Association) 24% 76% 95% Wall Construction 44% 56% 92% Wall Insulation 37% 63% 94% Glazing type 33% 67% 95% % Predictive accuracy to within 1 band* Loft Insulation 37% 63% 78% 83% Habitable Rooms 27% 73% 73% 92% Boiler efficiency Band (A-G) 18% 82% 73% 82% Energy Rating Band (A-G) 27% 73% 75% 96% Environmental Impact Rating (A-G) 27% 73% 75% 96% *loft insulation: correctly predicts less than 100mm / greater than 100mm rather than to within 1 band 6
7
OS Mastermap Analysis: Property type
Scotland wide analysis 9
Local Authority targeting 10
Address level targeting 11
EPC modelling: Priorities for 2014/15 Priorities for 2014/15 1. Full integration of non-domestic data and EPCs 2. Targeting District Heating 3. Targeting heat pumps use of BGS data 4. Geo-thermal energy potential 5 Full integration of non-domestic data and EPCs
Conclusion Raw datasets by themselves are of limited value to deliver programmes Our premise is that data is needed on 100% of homes to be valuable you can t leave homes out just because they don t have an EPC By combining datasets and using statistical modelling you can create a powerful dataset Continual programme of updates and improvement keeps the data real to life Currently used by 28 of 32 Scottish Local Authorities Enables strategies and action plans to be based on accurate information Statistical models can predict characteristics more accurately than homeowners Data presentation is key - the GIS portal engages more decision makers 13
Using Energy Performance Certificate databases turning data into action Chris Hughes 4 th November 2014
Contents Domestic BERs Dashboard Non Domestic BERs Dashboard Data Protection Act Access to BER Databases Extracts from the Register of BER Assessors Extracts from the BER Register National BER Research Tool Central Statistics Office (CSO) Better Energy Homes Better Energy Homes Measures Approved and Paid Price Effect of BERs in the Dublin Residential Market EPISCOPE Mapping Project
EPC = Building Energy Rating (BER) Domestic = single family homes and apartments Domestic BERs Dashboard
Non Domestic BERs Dashboard Non Domestic = Commercial, Industrial and Public buildings
Data Protection Act 1998 & Amendment 2003 Data Protection Act (DPA) was initially enacted to protect personal information that was held on electronic media. Personal information is data that can be directly related to a living individual. In 2003 the scope of the Act was broadened to cover paper-based information and also to expand the information that is covered under the Act. For example an email address is now considered to be a personally identifiable piece of information and is therefore covered under the Act. If you have access to personal information you must ensure that it was obtained fairly, is accurate, protected against unauthorised disclosure, used only for the purpose(s) for which it was collected and is held no longer than is necessary for that purpose(s).
Access to BER Databases Section 27 of S.I. 243 of 2012 provides the basis for deciding who is permitted access to the BER databases Extracts from the register of BER assessors, comprising the name of each current BER assessor, employer and contact details are open to public inspection Extracts from the BER register, comprising BER Certificates, provisional BER Certificates where applicable, and accompanying Advisory Reports are open to public inspection on a restricted basis The BER Certificate, Advisory Report and Xml data file are normally made available to: 1) The BER assessor who carried out the relevant BER assessment, or his or her then employer 2) A BER assessor undertaking subsequent BER assessment of the relevant building, or his or her employer 3) The building owner or an agent acting on behalf of the owner, via a BER assessor Section 10 of the BER Assessor s Code of Practice details the obligations on BER Assessors in relation to BER data confidentiality and data protection
Extracts from the Register of BER Assessors
Extracts from the BER Register
National BER Research Tool View data onscreen or download in zipped format for use in Excel First 3 lines of address and home owner details removed Data automatically updated each night Reporting is from copy of live data set to prevent impact of complex or large data requests on live system
Central Statistics Office (CSO) Ireland s official statistics office BER data combined with other data sources including census Quarterly bulletin Data delivered by IT service provider via ftp secure file transfer
Better Energy Homes Better Energy Homes scheme provides grants to homeowners for Roof insulation Wall insulation Boiler and heating control upgrades Solar panels Better Energy Warmer Homes Scheme aims to improve the energy efficiency and comfort conditions of homes occupied by vulnerable households in receipt of the National Fuel Allowance Scheme through the installation of Draught proofing Attic insulation Lagging jackets Low energy light bulbs Cavity wall insulation where appropriate Terms and Conditions Only for homes built before 2006 Approval before works commence Works to SEAI standards by a SEAI registered contractor Works, including published BER, must be completed and paperwork submitted to SEAI within six months of the grant offer
Better Energy Homes Measures Approved and Paid
Price Effect of BERs in Dublin Residential Market IEPPE Conference, Berlin 11th September 2014, Sarah Stanley ESRI / SEAI Research Fellow Energy efficiency has a significant, positive relationship with list price A 50-point improvement (decline) in the Energy Performance Indicator is associated with a 1.5% higher list price (consistent with EC (2013)) 10% decrease in EPI is associated with 0.86% increase in price One-point improvement in BER yields a list price increase of 1% (consistent with national figures (Hyland et al, 2013))
EPISCOPE Mapping Project Determine energy refurbishment rate to develop strategy for 2020, 2030 and 2050 energy efficiency targets
Thank You
The learnings of the Dutch EPC database Kees Jan Hoogelander Brussels, 4 November 2014
The EPC database in the Netherlands Owned and operated by central government It is mandatory to register an epc Registration in itself is free (there are costs for the work itself) Contains 2,4 million buildings with an epc (there are 8,5 million buildings in the Netherlands) Information about the availability of an epc is public and free
The database is used for: Quality assurance In the policy processes: Policy development, adjusting policy; by answering questions, for instance what group is behind? What should we do differently? Accountability; are the goals achieved? The epc s are an instrument for measuring. And used for instance for the extent to which in the social housing improvements have been realized (average label / Energy Index). Policy implementation: the granting of a subsidy is conditional on label improvement; The database is used to establish the improvement Scientific research
Energy Index Learning from the database 1,90 residential buildings The average Energy Index What is the improvement? 1,85 for implementation of the EPBD Itself, that is for instance what is the number of labels at private owned 1,80 1,75 residential buildings 1,70 Number of residential buildings with a label (cumulative) year Total rental private owned t/m 2008 558.575 537.354 21.221 2009 1.237.573 1.207.599 29.974 2010 1.492.469 1.427.018 65.451 2011 1.830.310 1.751.480 78.830 2012 2.168.687 2.076.311 92.376 2008 2009 2010 2011 2012 2013
Energy Agreement for Sustainable Growth (2013) The agreement brings together more than forty organisations, including central, regional and local government, employers associations, nature conservation and environmental organisations, and other civil-society organisations and financial institutions. Purpose: achieving a sustainable energy supply system by 2020 One of the objectives: a 100 petajoule (PJ) saving in the country s final energy consumption by 2020 Built environment: - Improving the energy efficiency of 300.000 existing buildings per year: on average at least two energy label steps each - The partners in the rented sector committed themselves to the an avarage of label B for corporations and a minimum of label C for 80% of private landlords by 2020.
National Revolving Fund for Energy Efficiency Revolving Fund for Energy Savings: loans to landlords and housing associations. Start of the fund in October 2014 Governmental grant 75 million Soft loans (intrest 0,5%) for 25% of the total investment Based on the improvement of the energy label to A or A+
EIA: Energy Investment Allowance Purpose: stimulation of investments in - Energy saving assets - Renewable energy sources Targetgroup - tax-paying entrepeneurs - income tax or corporate tax Budget (2013) - 151 million 41,5% of the investment cost is deductible from the taxable profit Based on the Energy list: - Contains examples of investments - Example: improving energy label for buildings
Green Funds Scheme The Green Funds Scheme is a tax incentive scheme enabling individual investors to put money into green projects. In return, the banks charge green projects a lower interest rate. Type of projects funded through the mechanism are agricultural, renewable energy, but also energy efficiency in the building environment. Bank loans with reduced interest rate, 1% -1,5 % lower than market rates Projects in residential and non-residential building, based on improving the energy label: Officebuildings Private home owners Housing corporations
Energy Efficiency in Mortgage Regulation Januari 2013: new national mandatory scheme for providing mortgages. Rules for banks and financial institutons. New: 8.000,- exemption for energy efficiency measures, or for improving to energy label A+ In addition to the individual loan-to-income calculation Banks are not required to apply the exemption, they are allowed to do this
Energy Efficiency in the Property Evaluation System Affects the rent system for housing corporations Rent system applies to over 2 million houses and apartments Introduction of the energy label in the calculation of the rent Energy label A: higher rent << >> Energy label G: lower rent The new law for the evaluation of the property evaluation system came into force in 2012 The new scheme encourages housing corporations to invest in energy efficiency. It solves the problem of split incentive between investments and savings.
Scientific research on labels and housepricing Study Dirk Brounen and Nils Kok 2011 (and still gong on) Large-scale study in the Netherlands by researchers of Tilburg University and Maastricht University Buyers are willing to pay an average of 2.8% more for homes with a green energy label Based on 50.000 transactions of homes with an energy label Information from: database of transactions of the Dutch Association of Real Estate Brokers (NVM) National Energy Label Database
Labels and housepricing Effect of green energy label on price
Thank you! keesjan.hoogelander@rvo.nl