d2.1 compilation of good practices case study reports - publenef...
TRANSCRIPT
This project has received funding from the European Union’s Horizon 2020
research and innovation programme under grant agreement No 696069
D2.1 Compilation of good
practices case study reports
Work Package: 2 Deliverable: 2.1
Work Package Leader: TEA Team Leader: CEI
Authors: Ana Mostečak & Dean Smolar, CEI, Paula Gallagher & Chris
Noonan, TEA
Date of Delivery: September 2016
The sole responsibility for the content of this [webpage, publication etc.] lies with the authors.
This publication reflects the views only of the author, and the Commission cannot be held
responsible for any use which may be made of the information contained therein.
D2.1 Compilation of good practices case study reports
Preface
This Deliverable Report (D2.1 Compilation of good practices case study reports) has been
generated following the completion of T2.1, Work Package 2 and provides the main outputs
required from this task.
2
Table of Contents
1 Introduction ............................................................................................................... 4
2 Task Management ..................................................................................................... 6
2.1 Task Management Structure ............................................................................... 6
3 Task 2.1.1 Template for good practice models ............................................................ 7
3.1 Template preparation & consultation .................................................................. 7
3.1.1 Initial Template Draft ........................................................................................... 8
3.1.2 Modification of Template ..................................................................................... 8
3.1.3 Consultation with partners ................................................................................ 10
3.1.4 Final template .................................................................................................... 10
3.1.5 Learnings and Outcomes from T2.1 ................................................................... 13
4 Task 2.1.2 Gathering, selection and analysis of the good practices case study reports 14
4.1 Gathering of Responses ..................................................................................... 14
4.1.1 Initial Collection Period ...................................................................................... 14
4.1.2 Extended Collection Period ................................................................................ 14
4.1.3 Responses Received ........................................................................................... 15
4.1.4 Outcomes from Section 4.1 - T2.1 ..................................................................... 15
4.2 Analysis of the Good Practices ........................................................................... 16
4.2.1 Initial SWOT Template Draft .............................................................................. 16
4.2.2 Modification of SWOT Template ........................................................................ 16
4.2.3 Final SWOT Template ......................................................................................... 17
4.2.4 SWOT Analysis of Responses Received .............................................................. 17
4.2.5 Learning Outcomes from Section 4.2 – T 2.1 ..................................................... 19
4.3 Selection of Good Practices ............................................................................... 19
4.3.1 Good Practice Responses ................................................................................... 19
4.3.2 Selection of 20 Good Practices ........................................................................... 22
4.3.3 Good Practice Summaries .................................................................................. 23
4.3.4 Learning Outcomes from Section 4.3 - T2.1 ....................................................... 18
5 Summary ................................................................................................................. 20
6 Appendix 1. Final SWOT analysis template ............................................................... 21
7 Appendix 2. Final SWOT analysis results ................................................................... 24
3
Tables of Figures
Figure 1. Timeline of task ........................................................................................................... 7
Figure 2. First draft of Good Practice Factsheet ........................................................................ 8
Figure 3. Updated Good Practice Factsheet .............................................................................. 9
Figure 4. Final Good Practice Factsheet ................................................................................... 13
Figure 5. Summary of responses from respective partners ..................................................... 15
Figure 6. Example of SWOT analysis ........................................................................................ 16
Figure 7. List of Good Practices SWOT score ........................................................................... 19
Figure 8. Good Practices distribution based on scope ............................................................ 20
Figure 9. Good Practices distribution based on country of origin ........................................... 21
Figure 10. List of the Top 20 Good Practices ............................................................................ 22
Figure 11. Top 20 GP Summaries ............................................................................................. 17
Figure 12. Weaknesses category of SWOT analysis ................................................................. 21
Figure 13. Strengths category of SWOT analysis...................................................................... 22
Figure 14. Opportunities category of SWOT analysis .............................................................. 22
Figure 15. Threats category of SWOT analysis ......................................................................... 23
4
1 Introduction
PUBLENEF ((Support Public Authorities for Implementing Energy Efficiency Policies) Work
Package 2, Task 2.1 – Assessment of good practices on national, regional and local EE policies,
was completed during M1-M6 of the work program. This Work Package was led by the
Tipperary Energy Agency (TEA), with the Centre for Monitoring Business Activities in the
Energy Sector and Investments (CEI) performing the role of Task Leader.
The purpose of the Publenef project is to help EU member states to implement useful
sustainable energy policies, by showcasing examples of effective practices from other member
states.
WP2 (Assessment of good practices and needs for energy efficiency policies at national,
regional and local level) is the main ‘research’ component of PUBLENEF, which will explore in
the three dimensions (national, regional and local) of the project the capacity and other needs
(such as financing tools, staff expertise, policy procedures etc.) expressed from policy makers
through an analytical stakeholder process (carried out in the communication WP6), and will
assimilate the tools and best practices that can be replicable to other MS for covering these
needs.
The objective of this Work Package is to gather Good Practice examples, as well as Needs
Assessments from within the member states. These Good Practices and Needs Assessments
will then be used in the following Work Package to match up organizations. We have defined
a good practice as a practice which showcases some of the following traits:
1. Having a broad scope (i.e. applicable to National, Regional and Local levels) 2. Being easy to deliver, with an experienced delivery team 3. Including an innovative approach, or resulted in an innovation being delivered 4. Including a strong financing mechanism 5. Having energy savings potential (kwh) 6. Including an interdisciplinary approach (with multiple professionals & academia
involved in its preparation and/or delivery) 7. Including international co-operation 8. Where the legislative framework offered a good basis for its implementation 9. Having potential opportunity for replication 10. Offering a good return on investment 11. Providing learning opportunities in the future 12. Not being influenced by the economic stability of its country of origin 13. Where the awareness of energy efficiency strongly influenced the project 14. Where unexpected risks did not significantly influence the implementation of the
practice
5
The main objective of this task is to showcase, and better understand the fundamental drivers
of good practices in EE policy design and implementation (at various administrative levels;
national, regional and local).
This task is comprised of two specific steps:
2.1.1. The preparation of a template for good practice models and
2.1.2. The gathering, selection analysis of the good practices case study reports.
This Deliverable Report (D2.1 Compilation of good practices case study reports) describes the
results of this task. The template for Good Practices was prepared, with the aim of drawing
out as much useful information from the organisations, while not being too long so as to
discourage organisations from filling it out.
The Good Practice template was designed in an effort to retrieve all the relevant information,
while also remaining as brief as possible in order not to discourage our sample from filling it
out.
The template was given to each partner, who then collected responses. These responses were
then analysed to identify the most suitable ones.
6
2 Task Management
Through regular communication between the task leader and the work package leader, the
good practice measures outlined below were delivered in a time efficient manner.
2.1 Task Management Structure
The task leader was responsible for drafting the template, conducting the SWOT (Strengths,
Weakness, Opportunities, Threats) analysis and compiling the good practice measures, while
the work package leader provided consultation.
Actions and Responsibilities
In order to grade the good practices, a SWOT Analysis was used. Due to the large number of
respondents, and the need for transparency, ensuring that the SWOT analysis remained
objective was of the upmost importance. In order to do so, the work package leader served as
a secondary consultant to ensure the delivery of an objective method of analysis.
Once the good practices had been collected, they were sorted, tracked, and uploaded to
Dropbox.
Communication
Communication between work package leader and task leader was primarily conducted via email, while the work package team communicated by means of a monthly Skype call.
7
3 Task 2.1.1 Template for good practice models
In accordance with the PUBLENEF proposal T 2.1.1, the survey identified and examined 55
good practice case studies at each level: local, regional and national. Each partner contacted
the relevant stakeholders in each country, distributed the questionnaires and collected the
responses. Initially the WP leader proposed a template for the questionnaire, which was later
modified by all of the relevant partners in order to fit their national context. The main points
addressed are:
• Technical overview: Technical aspects of the project/ funding scheme (in addition to meeting
some of the beneficiaries and discussing the real benefits citizens may experience).
• Financing mechanism and Q&A session: This is was concerned with the financial
particularities; funding sources, cash flows, funding levels, criteria for draw down, auditing
methods, administration costs etc.
• Project delivery structure: This outlined how the project was delivered on the ground. Ideally
it ought to include an organisational chart, how applicant/ beneficiaries or agents applied,
how they were evaluated, and how internal resources were allocated.
3.1 Template preparation & consultation
-
Figure 1. Timeline of task
As was agreed at the initial meeting in Bruxelles, TEA provided an initial template draft for the
Good Practice questionnaire, which the CEI then modified in accordance with the evaluation
methodology suggested by TEA. The questionnaires were then distributed to all PUBLENEF
partners for consultation. The final draft of the Good Practice measures and Needs
K-O meeting in Bruxelles
March 2nd & 3rd 2016
First draft of the questionnnaires sent to partners for consultation
March 11th
2016
End of the consultation
with PUBLENEF partners
March 25th 2016
Circulation of the questionnaires and
start of the interview phase
May 4th 20162016 2016
Deadline for returning of
questionnaires
August 8th 2016
Interview Phase
Consultation period
Corrections of draftDraft
creation
8
Assessment Questionnaires were then released to all PUBLENEF partners, to begin the
interview process in line with the Task Timeline presented in Figure 1 above.
3.1.1 Initial Template Draft
Figure 2. First draft of Good Practice Factsheet
3.1.2 Modification of Template
CEI modified the initial template to align the questions to the SWOT evaluation methodology.
Several questions were used to collect basic information on potential Good Practice examples.
The questions listed on the initial template were modified over time, while other, less suited
ones were removed. For the purpose of this deliverable, particular emphasis was put on the
questions which focused on SWOT categories to ensure the resulting responses could be
subjected to objective analysis. When trying to decipher the strengths of various practices, a
number of questions were used, such as, previous experiences, the particularities of internal
resource allocation, what professionals were necessary for delivery, and the possibility for
improvement.
Good Practice Factsheet
Case Study Presented by: COUNTRY OF ORIGIN
Core Theme and Topic: e.g. energy efficient financing
Name of work programme/project: e.g. EE_ FINANCE FOR SMEs
PROJECT SCOPE AND TECHNICAL DESCRIPTION
Short description of the good practice and what it hopes to achieve Description
What is the scope of the programme? - National/Regional/Local - Facilty type/owner
Who was the target audience? - public authorities - communities
When did it start and end? Start Date, End Date
FINANCE MECHANISM
What was the cost of the project? €
Outline in financing terms the funding sources, cash flows, criteria for draw down, auditing methods, administration costs etc.Grant aid, Finance models, EPC/ESCO etc.
PROJECT DELIVERY
Who are the key people involved? -Installers - Local Authorities - Energy Agency
How was this project delivered on the ground?
Please attach an organisational chart for the project delivery structure of delivery team and roles, project coordinator
How applicant/ beneficiaries or agents applied and how they were evaluated?
How were internal resources allocated? dedicated staff time/resources
PROJECT OUTCOMES & COMMUNICATION
What were the key achievements?
What were the outcomes and expected benefits?
What were the key lessons learned?
Is there anything you would do differently in future?
What makes this a good practice example?
Is the good practice transferable?
Web links to further information
Contact details of named person for further information
Please indicate if this case study can be made available to the public?
9
Questions which were focused on trying to find weaknesses looked at unforeseen risks during
implementation, and trying to highly how these practices could be improved.
The opportunities section contained questions aimed at gathered information on
transferability of the Good Practice, role of legislation and international, and cooperation with
academia. The threats section focused on the potential influence of the economic backdrop
to the given practice, and the influence this may have had on the result.
Figure 3. Updated Good Practice Factsheet
Good Practice Factsheet
Case Study Presented by: COUNTRY OF ORIGIN
Core Theme and Topic: e.g. energy efficient financing
Name of work programme/project: e.g. EE_ FINANCE FOR SMEs
PROJECT SCOPE AND TECHNICAL DESCRIPTION
Short description of the good practice and what it hopes to achieve Description
What is the scope of the programme? - National/Regional/Local - Facilty type/owner
Who was the target audience? - public authorities - communities
When did it start and end? Start Date, End Date
Which EED article was addressed by this project? dropdown list of artcles, multiple answers available
FINANCE MECHANISM
What was the cost of the project? € (define range of amounts as multiple options)
Outline in financing terms the funding sources, cash flows, criteria for draw down, auditing methods, administration costs etc.Grant aid, Finance models, EPC/ESCO etc.
Please specify when is the return of investment expected? years
PROJECT DELIVERY, PROJECT OUTCOMES & COMMUNICATION
Who are the key people involved? -Installers - Local Authorities - Energy Agency
How was this project delivered on the ground?
Please attach an organisational chart for the project delivery structure of delivery team and roles, project coordinator
How did applicant/ beneficiaries or agents apply for project approval and how were they evaluated?
What were the key achievements?
What were the outcomes and expected benefits?
What were the key lessons learned?
What makes this a good practice example?
Please specify expected savings? in €, energy and CO2 emissions if applicable
How were internal resources allocated? dedicated staff time/resources
Which professionals were relevant for delivery of this project?
Did your organization have any previous experience in this field relevant for the implementation of the project? if so, please provide a few details
Does this project include an innovative approach or results in an innovation ?
Is there anything you would do differently in future?
Please specify any unexpected risks that occured during implementation
Is the good practice transferable?
Would you say that legislative framework in your country offered a good basis for implementation of this project?
Did this project include an international cooperation? if so, please specify country/ies included
Did this project include an interdisciplinary cooperation? if so, please specify professions included
Did this project include cooperation with academia? if so, please specify institutions included
How did economic stability of your country influence the project?
How did the awareness of EE influence implementation of the project?
in the context of both local and regional governments and
targeted audience *
Web links to further information
Contact details of named person for further information
Please indicate if this case study can be made available to the public?
10
3.1.3 Consultation with partners
All PUBLENEF partners were given the opportunity to consult on the draft template (for both
the Good Practice Questionnaire and the Needs Assessment questionnaire together). The goal
was to gather feedback on the content contained therein, and to test the responses with real
examples. The feedback which was received focused mainly on the applicability of certain
questions to a given national context, and the need for provision of additional sample
responses to guide both the respondent and the interviewee. After the work Package leaders
approved all the modifications, the final template of the questionnaire was prepared.
3.1.4 Final template
On April 18th 2016, the final ‘Good Practice and Needs Assessment’ Questionnaires, were
distributed to all PUBLENEF partners. Partners were informed of the requirement for each
partner to complete a minimum of 4 responses (i.e. 4 Good Practices, 1 National Needs
Assessment, 1 Regional Needs Assessment and 2 Local Needs Assessments). The deadline for
submission of these responses was 30th May 2016.
Partners could modify the questionnaires as they saw fit, however, given the number of
responses, each respondent had to remained conscious of a need for consistency.
Questionnaires were then to be distributed to the stakeholders, as defined under T6.1
(Stakeholder list). Each Partner was responsible for collecting data by distributing the
questionnaire to stakeholders, and delivering their response to the WP leader. As discussed
at the initial meeting, it was possible to extend the range of stakeholders beyond partner
countries.
Section 1: Good Practice Factsheet
Case Study Presented by: Country of Origin
If other:
Core Theme and Topic:
Name of work programme/project:
Good Practice Scope and Technical Description
Short description of the good practice and what it hopes to achieve.
(Max 50 words)
11
What is the scope of the good practice?
Who was the target audience?
When did it start and end?
Which EED article was addressed by this good practice?
Choose an article.
Finance Mechanism
What was the cost of the project? €
Outline in financing terms the funding sources, cash flows, criteria for draw down, auditing methods, administration costs etc.
(Max 50 words)
Please specify when is the return of investment expected?
years
Good Practice Delivery
Who are the key people involved?
How was this good practice delivered on the ground?
(Max 50 words)
Please attach an organisational chart for the good practice delivery
How did applicant/ beneficiaries or agents apply for project approval and how were they evaluated?
(Max 50 words)
Good Practice Outcomes
What were expected benefits of this good practice?
What were the outcomes?
What were the key lessons learned?
12
What makes this a good practice example?
Is this good practice transferable? Yes No
If yes, then at what level: Choose an item.
Please specify expected savings? €
kWh
kg of CO2
How were internal resources allocated?
Which professionals were relevant for delivery of the good practice?
Did your organization have any previous experience in this field relevant for the implementation of the good practice?
Yes No
If so, please provide some details:
Does this good practice include an
innovative approach or result in an
innovation? If so, please provide a few
details.
Yes No
If so, please provide some details:
Is there anything you would do differently in future?
Yes No
If so, please provide some details:
Please specify any unexpected risks that occured during implementation.
Would you say that legislative framework in your country offered a good basis for implementation of this good practice?
(Max 50 words)
Good Practice Communication
Did this good practice include an international cooperation?
Yes No
If so, please specify country(ies) included.
13
Did this good practice include an interdisciplinary cooperation?
Yes No
If so, please specify professions included.
Did this good practice include cooperation with academia?
Yes No
If so, please specify institutions included.
Was the good practice communicated to the general public to generate awareness?
Yes No
If so, how was this done?
How did economic stability of your country influence the good practice?
How did the awareness of EE influence implementation of the good practice? (in the context of both local and regional governments and targeted audience)
(Max 150 words)
Further Information
Web links to further information
Contact details of named person for further information
Please indicate if this case study can be made available to the public?
Yes No
Figure 4. Final Good Practice Factsheet
3.1.5 Learnings and Outcomes from T2.1
Questionnaire was distributed in the Word doc format, using official PUBLENEF layout. This
format allowed partners to modify the introduction to the questionnaire in order to fit their
national context. Due to questionnaire specifics (in scope and complexity), an online survey
format was not considered. Content of the questionnaire was divided into three sections: first
section focused on Good Practice while the second and third section covered national and
regional/local aspects of the Needs Assessment questionnaire.
14
4 Task 2.1.2 Gathering, selection and analysis of the good practices case study reports
In accordance with the PUBLENEF proposal T 2.1.2, the best practices, which were selected
were examined by the partners in close coordination with managing authorities, and relevant
experts and stakeholders. The most suited 20 case studies were ultimately selected for the
purposes of this reports. The selection process was based on criteria such as: level of efficiency
obtained, type of technology, type of financial mechanisms, project delivery structure, cost-
effectiveness, and level of reproducibility (i.e. dependence on country context).
4.1 Gathering of Responses
CEI was responsible for gathering the Croatian practices, while the TEA was in charge of
collecting responses from the rest of the partners.
4.1.1 Initial Collection Period
The ‘Good Practice and Needs Assessment’ Questionnaires were issued to all partners on May
5th 2016. If necessary, each partner translated the questionnaire to their national language,
and then distributed the questionnaire to the relevant stakeholders. The official deadline for
the consultation period was June 22nd.
4.1.2 Extended Collection Period
As the initial response rate was quite low and the deadline was extended initially to July 11th
and subsequently to the 8th of August. The need for good quality responses for use in the
development of roadmaps under WP3 was acknowledged as a priority output from WP2.
15
4.1.3 Responses Received
GP35 ESV - Upper Austria GP1 TEA - Kerry CoCo
GP42 ESV - Upper Austria Homes GP2 TEA - REGEA
GP51 ESV - UA Public Buildings GP21 TEA - GCC
GP52 ESV - UA SME GP22 TEA - SEAI
GP40 TEA - SEAI (2)
GP4 FEDARENE - Zlin
GP5 FEDARENE - Cote D'Azur GP32 ENEA - Catania
GP6 FEDARENE - ESS GP33 ENEA - CNR
GP7 FEDARENE - REGEA GP34 ENEA - Kyoto
GP18 FEDARENE - Andaluza GP43 ENEA - Salvare
GP19 FEDARENE - CKEA GP53 ENEA - Messina
GP20 ABEA - SME GP3 JIN - Hague
GP27 ABEA - Sredna GP39 JIN - Zuidhorn
GP28 ABEA - Gaborovo
GP29 ABEA - iURBAN GP31 KAPE - Czestochowa
GP30 ABEA - BSREC GP36 KAPE - Niepolomice
GP37 KAPE - Poland
GP8 CEI - APN GP38 KAPE - Miechow
GP9 CEI - REGEA GP44 KAPE - MaŁopolska1
GP10 CEI - SMIV GP45 KAPE - MaŁopolska2
GP11 CEI - DOOR GP46 KAPE - Stupsk
GP47 KAPE - Opole
GP12 ARENE - GPSOe
GP13 ARENE - Plaine GP48 AEEPM - Bucharest1 (1)
GP14 ARENE - Poissy GP49 AEEPM - Bucharest1 (2)
GP50 AEEPM - Art 28 EED
GP15 EnergyCities - Bielsko-Biala GP54 AEEPM - SEAP Alba - Iulia
GP16 EnergyCities - ABMEE GP55 AEEPM - Bucharest SEAP 1
GP17 EnergyCities - Litomerice
GP23 CIEMAT - IDAE
GP41 CRES - Exoikonomo GP24 CIEMAT - Alicante
GP25 CIEMAT - AEMVA
GP26 CIEMAT - AGENERGIA
TEA
ARENE
FRANCE
ENERGY CITIES
IRELAND
CROATIA
CEI
BELGIUM
FEDARENE
ESV
AUSTRIA
FRANCE
BULGARIA
ABEA
GREECE
CRES
AEEPM
JIN
SPAIN
CIEMAT
NETHERLANDS
ITALY
ENEA
POLAND
KAPE
ROMANIA
Figure 5. Summary of responses from respective partners
4.1.4 Outcomes from Section 4.1 - T2.1
Overall, the gathering of responses proved to be much more time-consuming than was
originally planned. The extension of time was mainly as a result of the fact that the
questionnaires were extremely comprehensive. Additionally, testing of interpretation
methodology was also put on hold, given the fact that there were not enough responses to
test the evaluation instruments.
As would be expected, the most fruitful method for obtaining responses was an
interview/meeting style.
16
4.2 Analysis of the Good Practices
The TEA, as the Work Package leader, provided an initial SWOT template, after the Good
practice questionnaire had been finalized, for the purpose of evaluating responses. This
template was modified several times to fit questions from the questionnaire. CEI’s main focus
was concentrated on aligning the SWOT evaluation instrument scale to the type of responses
expected from Good Practice Questionnaire. Analysis of responses was dependent on the
finalization of the response-gathering phase.
4.2.1 Initial SWOT Template Draft
The TEA provided an initial SWOT template in Excel file format, with four sheets scoring SWOT
categories. The evaluation consisted of adding scores from the Strengths and Opportunities
section, and subtracting score from the Weaknesses and Threats section. It needed to be
tailored to suit the final good practice questionnaire, and to reflect the responses expected.
Figure 6. Example of SWOT analysis
4.2.2 Modification of SWOT Template
CEI was in charge of the modification and scoring of the Good Practice responses. This process
required several iterations in order to arrive at the final results.
Firstly, several SWOT categories needed to be updated and modified so the instrument
correlated with questions from Good Practice questionnaire.
17
Secondly, the initial template used a 1-7 scale, which later proved to be impractical. Due to
the nature of questions asked in the questionnaire, i.e. mostly yes/no responses and several
qualitative open-ended questions, evaluation instrument scale, score from 1 to 7 did not
correlate adequately. Unfortunately, this discrepancy was not noticed until late in the process,
due to the fact that feedback had been received in a rather sluggish manner. Therefore, the
SWOT analysis instrument was modified during the deadline extension.
Respondents skipping questions, or answers which lacked sufficient detail created additional
difficulties; answers not related to the questions asked was also common. The scaling needed
to be modification in order to appropriately reflect responses and to provide a good basis for
the assessment of each practices.
For positive categories, no response, response stating N/A or not relating to the questions
were scored with zero points. For negative categories N/A or no response was sometimes
scored with four or even seven (negative) points and therefore, to not provide a response to
these questions automatically influenced the score. The reason behind this decision was that
emphasis was put on certain questions in these negative categories. This correlates well with
the fact that questions in positive categories (Strengths and Weaknesses) provided answers
much more frequently and the questions were more numerous. Otherwise, there would be
no differentiation in scoring between good quality questionnaires and simple or incomplete
questionnaires. As a result, response evaluation consisted of a detailed scale for each type of
response.
4.2.3 Final SWOT Template
According to the modifications required, the final SWOT template was finalised at the
beginning of July 2016. The complete SWOT analysis template is available in Appendix 1.
4.2.4 SWOT Analysis of Responses Received
Table below lists SWOT analysis results for a total number of questionnaires received; 55. The
average score for GP is 25.74.
GP SWOT SCORE LIST
GP Reference Score
GP1 TEA - Kerry CoCo 27
GP2 TEA - REGEA 32
18
GP3 JIN - Hague 8
GP4 FEDARENE - Zlin 29
GP5 FEDARENE - Cote D'Azur 24
GP6 FEDARENE - ESS 49
GP7 FEDARENE - REGEA 16
GP8 CEI - APN 33
GP9 CEI - REGEA 16
GP10 CEI - SMIV 46
GP11 CEI - DOOR 52
GP12 ARENE - GPSOe 5
GP13 ARENE - Plaine 21
GP14 ARENE - Poissy 12
GP15 EnergyCities - Bielsko-Biala 36
GP16 EnergyCities - ABMEE 30
GP17 EnergyCities - Litomerice 22
GP18 FEDARENE - Andaluza 54
GP19 FEDARENE - CKEA 40
GP20 ABEA - SME 32
GP21 TEA - GCC 30
GP22 TEA - SEAI 27
GP23 CIEMAT - IDAE 30
GP24 CIEMAT - Alicante 41
GP25 CIEMAT - AEMVA 7
GP26 CIEMAT - AGENERGIA 38
GP27 ABEA - Sredna 31
GP28 ABEA - Gaborovo 16
GP29 ABEA - iURBAN 42
GP30 ABEA - BSREC 28
GP31 KAPE - Czestochowa 23
GP32 ENEA - Catania 27
GP33 ENEA - CNR 21
GP34 ENEA - Kyoto 9
GP35 ESV - Upper Austria 42
GP36 KAPE - Niepolomice 23
GP37 KAPE - Poland 14
GP38 KAPE - Miechow 1
GP39 JIN - Zuidhorn 27
GP40 TEA - SEAI (2) 25
GP41 CRES - Exoikonomo -9
GP42 ESV - Upper Austria Homes 36
GP43 ENEA - Salvare 29
GP44 KAPE - MaŁopolska1 17
GP45 KAPE - MaŁopolska2 16
19
GP46 KAPE - Stupsk 20
GP47 KAPE - Opole 33
GP48 AEEPM - Bucharest1 (1) 11
GP49 AEEPM - Bucharest1 (2) 22
GP50 AEEPM - Art 28 EED 15
GP51 ESV - UA Public Buildings 29
GP52 ESV - UA SME 38
GP53 ENEA - Messina 27
GP54 AEEPM - SEAP Alba - Iulia 24
GP55 AEEPM - Bucharest SEAP 1 22
Figure 7. List of Good Practices SWOT score
4.2.5 Learning Outcomes from Section 4.2 – T 2.1
The fact that the SWOT template was developed after the completion of the Good Practice
questionnaires created some difficulties in trying to ensure that the grading instrument
correlated appropriately with the questionnaires.
4.3 Selection of Good Practices
Good practice examples were selected based on the results of the SWOT analysis.
4.3.1 Good Practice Responses
The distribution of responses relating to scope (national, regional, local), and country of origin
are shown in figure 8 and figure 9 respectively.
20
Figure 8. Good Practices distribution based on scope
GP8 CEI - APN LOCAL GP6 FEDARENE - ESS
GP20 ABEA - SME GP12 ARENE - GPSOe
GP22 TEA - SEAI GP13 ARENE - Plaine
GP23 CIEMAT - IDAE GP15 EnergyCities - Bielsko-Biala
GP37 KAPE - Poland GP16 EnergyCities - ABMEE
GP40 TEA - SEAI (2) GP17 EnergyCities - Litomerice
GP50 AEEPM - Art 28 EED GP21 TEA - GCC
GP24 CIEMAT - Alicante
GP2 TEA - REGEA GP25 CIEMAT - AEMVA
GP5 FEDARENE - Cote D'Azur GP28 ABEA - Gaborovo
GP7 FEDARENE - REGEA GP29 ABEA - iURBAN
GP9 CEI - REGEA GP31 KAPE - Czestochowa
GP18 FEDARENE - Andaluza GP38 KAPE - Miechow
GP27 ABEA - Sredna GP39 JIN - Zuidhorn
GP30 ABEA - BSREC GP43 ENEA - Salvare
GP35 ESV - Upper Austria GP47 KAPE - Opole
GP36 KAPE - Niepolomice GP54 AEEPM - SEAP Alba - Iulia
GP42 ESV - Upper Austria Homes
GP44 KAPE - MaŁopolska1 N+R+L GP10 CEI - SMIV
GP45 KAPE - MaŁopolska2 GP11 CEI - DOOR
GP51 ESV - UA Public Buildings
GP52 ESV - UA SME R+L GP1 TEA - Kerry CoCo
GP3 JIN - Hague
GP4 FEDARENE - Zlin
GP19 FEDARENE - CKEA
NATIONAL
REGIONAL
21
GP35 ESV - Upper Austria GP32 ENEA - Catania
GP42 ESV - Upper Austria Homes GP33 ENEA - CNR
GP51 ESV - UA Public Buildings GP34 ENEA - Kyoto
GP52 ESV - UA SME GP43 ENEA - Salvare
GP53 ENEA - Messina
GP20 ABEA - SME
GP27 ABEA - Sredna GP3 JIN - Hague
GP28 ABEA - Gaborovo GP39 JIN - Zuidhorn
GP29 ABEA - iURBAN
GP30 ABEA - BSREC
GP15 EnergyCities - Bielsko-Biala
GP2 TEA - REGEA GP31 KAPE - Czestochowa
GP8 CEI - APN GP36 KAPE - Niepolomice
GP7 FEDARENE - REGEA GP37 KAPE - Poland
GP9 CEI - REGEA GP38 KAPE - Miechow
GP10 CEI - SMIV GP44 KAPE - MaŁopolska1
GP11 CEI - DOOR GP45 KAPE - MaŁopolska2
GP46 KAPE - Stupsk
GP4 FEDARENE - Zlin GP47 KAPE - Opole
GP17 EnergyCities - Litomerice
GP16 EnergyCities - ABMEE
GP5 FEDARENE - Cote D'Azur GP48 AEEPM - Bucharest1 (1)
GP12 ARENE - GPSOe GP49 AEEPM - Bucharest1 (2)
GP13 ARENE - Plaine GP50 AEEPM - Art 28 EED
GP14 ARENE - Poissy GP54 AEEPM - SEAP Alba - Iulia
GP55 AEEPM - Bucharest SEAP 1
GP41 CRES - Exoikonomo
GP23 CIEMAT - IDAE
GP1 TEA - Kerry CoCo GP24 CIEMAT - Alicante
GP21 TEA - GCC GP25 CIEMAT - AEMVA
GP22 TEA - SEAI GP26 CIEMAT - AGENERGIA
GP40 TEA - SEAI (2)
GP19 FEDARENE - CKEA
CZECH REPUBLIC
IRELAND
CROATIA
BULGARIA
GREECE
AUSTRIA
GP18 FEDARENE - Andaluza
SWEDEN GP6 FEDARENE - ESS
FRANCE
ITALY
NETHERLANDS
POLAND
ROMANIA
SPAIN
Figure 9. Good Practices distribution based on country of origin
22
4.3.2 Selection of 20 Good Practices
SWOT SCORE LIST
GP REFERENCE SCORE
GP18 FEDARENE - Andaluza 54
GP11 CEI - DOOR 52
GP6 FEDARENE - ESS 49
GP10 CEI - SMIV 46
GP29 ABEA - iURBAN 42
GP35 ESV - Upper Austria 42
GP24 CIEMAT - Alicante 41
GP19 FEDARENE - CKEA 40
GP26 CIEMAT - AGENERGIA 38
GP52 ESV - UA SME 38
GP15 EnergyCities - Bielsko-Biala 36
GP42 ESV - Upper Austria Homes 36
GP8 CEI - APN 33
GP47 KAPE - Opole 33
GP2 TEA - REGEA 32
GP20 ABEA - SME 32
GP27 ABEA - Sredna 31
GP16 EnergyCities - ABMEE 30
GP21 TEA - GCC 30
GP23 CIEMAT - IDAE 30
Figure 10. List of the Top 20 Good Practices
Good practices in the Top 20 originate from six out of eleven countries participating in the
project. Four Good Practices came from Croatia, as well as Spain, three came from Bulgaria
and Austria, two came from Ireland and Poland, and one was received from Sweden and
Romania. Distribution according to scope in the Top 20 includes seven GPs with local scope,
six GPs with regional scope and three with national. Three examples have a combination of
scopes, one is both regional and local and two are national-regional-local, while for one GP
scope was not specified. Regarding the EED Articles GPs refer to, the majority of projects
focuses on Article 3 – Energy efficiency targets, Article 5 –Exemplary role of public bodies’
buildings, Article 8 – Energy audits and energy management systems and Article 18 – Energy
services. Several GPs have the same final scores, but ranking priority was given according to
the received date i.e. GP reference number.
23
4.3.3 Good Practice Summaries
For each of the Top 20 Good Practices a short summary is presented to outline the basic
information about the project, its Strengths and Opportunities which lead to a good overall
score, and any information of interest specific to each given practice.
24
1. GP18 FEDARENE – Andaluza
Case Study Presented by: Spain: Agencia Andaluza de la Energia, Regional Ministry of Employment, Business and Trade, Junta de Andalucia
Name of work programme/project: Programa de impulso a la construcción sostenible en Andalucía - The Sustainable Construction Programme in Andalusia (PICSA)
SUMMARY
The Sustainable Construction Programme in Andalusia is a combination of economic measures
(subsidies and incentives) and other actions such as regulatory, training and fiscal, that seek,
through energy saving and energy, and renewable energy, to promote the energy
rehabilitation of buildings, urban rehabilitation, improve the competitiveness of companies of
the construction sector, create skilled employment and reduce energy poverty.
The aim of the project is to achieve a low carbon economy in Andalusia and a more sustainable
and environmentally respectful construction model, in line with the EU’s objectives.
Scope: regional Duration of the project: 03/2014 – 12/2015
STRENGTHS AND OPPORTUNIES OVERVIEW
ease of delivery, relevant previous experience and innovative approach
funded by European Regional Development Fund (ERDF)
strong international cooperation, significant interdisciplinarity and cooperation with
academia
transferability at regional level
existing legal framework
Savings: 280 Million € (economic savings in energy bills); 36.000 toe/year of energy saved and /or diversified and 85.000 tons of CO2 avoided.
The initiative included a public-private partnership with more than 8,300 collaborating companies and more than 17,000 direct jobs created.
As a result of the project the Andalusian Energy Agency is leading an Interreg project BUILD2LC Boosting Low Carbon Innovative Building Rehabilitation in the European Region.
GP SCORE: 54
25
2. GP11 CEI – DOOR
Case Study Presented by: Croatia: Society for Sustainable Development Design (DOOR)
Name of work programme/project: REACH
SUMMARY
REACH project aims to empower energy poor households to take actions to save energy and
change their habits in order to improve their living conditions and to establish energy poverty
as an issue that demands tailor-made policies and measures at local, national and EU level.
The aim of REACH is to contribute to energy poverty abatement at practical and structural
level.
Scope: local, national and EU level Duration of the project: 1.3.2014 – 28.2.2017.
STRENGTHS AND OPPORTUNIES OVERVIEW
ease of delivery, relevant previous experience on project CENEP
funded by EU through IEE programme and in Croatia co-financed by Environmental
Protection and Energy Efficiency Fund and Government Office for Cooperation with
NGOs
strong international cooperation, significant interdisciplinarity and cooperation with
academia
transferability at various levels
Savings: 55€/household in Croatia (amounts differ in other countries), 670 kWh/household in Croatia, 60 kg of CO2/per household in Croatia.
Through REACH project first mapping of energy poverty was undertaken in Croatia.
As a result of the project, energy poverty issue has been recognized by local, national and EU authorities through organized round tables and conferences where results of conducted studies have been presented.
GP SCORE: 52
0
3. GP6 FEDARENE – ESS
Case Study Presented by: Sweden: Energy Agency for Southeast Sweden
Name of work programme/project: The Night Hawks project- Night Walks
SUMMARY
Night walks are on-site energy surveys held at times when businesses are closed to the public.
Energy experts conduct the survey with a view to identifying areas of energy waste within a
business, in order that a bespoke action plan can be produced and implemented to enable
direct and significant energy savings. Goal is to improve energy efficiency in shopping centres,
retail parks and shops by introducing energy advice visits during night visits and to kick-start
and train stakeholders to start their own energy efficiency work and how to priority energy
efficiency measures from an economical and technical point of view.
Scope: local Duration of the project: 2014 – 2015
STRENGTHS AND OPPORTUNIES OVERVIEW
relevant previous experience on large number of local, regional, national and
international projects
project mostly funded by EU through IEE
strong international cooperation (more than seven different countries)
transferability at national level
existing legal framework
Savings: 2,220,000 €, 13860 MWh/year, 4135 kg of CO2/ year.
A tailor made handbook guide to facilitate management’s decision-making was developed through the project.
The target ‘’number of trained persons’’ was exceeded by 46% (in total, 1523 persons were trained during 119 trainings). In total 123 Night Walks were performed and 75% of the participating facilities follows one or more energy advices given through the project.
Economic context had no or little influence on the implementation of the project.
GP SCORE: 49
1
4. GP10 CEI – SMIV
Case Study Presented by: Croatia: Center for Monitoring Business Activities in the Energy Sector and Investments (CEI)
Name of work programme/project: SMiV – System for Monitoring and Verification in Croatia
SUMMARY
SMIV is the first Monitoring and Verification Platform developed as an online application that
incorporates National Energy Efficiency Action Plans, Regional and Local Energy Efficiency
Action Plans and planning instruments together with specially devised tools that allow all users
to generate reports, plans and calculations of their energy savings under the same unified
methodology, defined by EU principles.
Special national legislation was developed in order to implement SMIV in all relevant fields.
Obligatory users of SMIV defined by these regulations are counties, large cities (over 35 000
inhabitants), ESCO companies and subsidy providers. During implementation phase of the
project, all users representatives received education and technical support through multiple
regional workshops.
Scope: local, regional and national level Duration of the project: 07/2014 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
innovative approach resulting in a web application that offers data collection of EE
savings while also offering tools for calculations, devising reports and projections of
energy usage goals in order to enable planning for the end users
funding was provided by Die Deutsche Gesellschaft für Internationale Zusammenarbeit
(GIZ)
strong international cooperation and interdisciplinarity; transferability
through development of the MVP existing Croatian legislative was updated and
improved (Energy Efficiency Act, Official Gazette 127/14)
Savings: N/A due to the nature of the project
More than 7 000 energy efficiency measures documented up to date, with daily entries.
GIZ and CEI continue to collaborate in sharing their experience with Southern European countries, where SIMV is currently being implemented (Albania, Kosovo, Montenegro, Serbia, Macedonia) and with EU countries through Horizon 2020 project - ‘’multEE’’.
GP SCORE: 46
2
5. GP29 ABEA – iUrban
Case Study Presented by: Bulgaria: -
Name of work programme/project: iURBAN project, co-financed by EC within FP7
SUMMARY
The iURBAN project is aimed at building and piloting a real-time energy monitoring and
management system at urban level. It covers both public and private buildings, both energy
consumption (electrical energy, heating energy, water and gas) and energy production (PV
and solar thermal). The iURBAN system is a first of a kind urban energy monitoring and
management system. Its major achievement is the successful integration of existing
technologies into a fully functional system operating through hardware, software and cloud-
base solutions.
Scope: local Duration of the project: 10/2013 – 12/2015
STRENGTHS AND OPPORTUNIES OVERVIEW
innovative approach by creating a highly integrated platform using information from
smart meters and producing datasets for Local and Central Decision Support System
co-financed by EC within FP7
strong international cooperation, significant interdisciplinarity and cooperation with
academia
transferability at local level
Development of Virtual Power Plan that simulates urban energy balance Savings.
Energy management and monitoring systems deployed in 2 pilot cities, covering more than 50 buildings.
There is potential for the system to be integrated with environmental parameters and transport sector datasets.
Awareness of the EE had positive effect on the implementation of the project.
GP SCORE: 42
3
6. GP35 ESV – Upper Austria
Case Study Presented by: Austria: OÖ Energiesparverband
Name of work programme/project: Energy Contracting Programme Upper Austria
SUMMARY
Upper Austria was the first region to implement a support scheme for Energy Contracting. The
regional "Energy Contracting Programme" supports energy efficiency projects and
investments in renewable energy technologies in the public and business sectors. The
programme combines a financial incentive, information and advice (facilitation service). An
important part of the programme is that the regional energy agency is responsible for market
facilitation that includes consulting for ESCOs and clients as well as information and awareness
raising.
Scope: regional Duration of the project: 1998 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
long experience in supporting public bodies and private persons/companies in energy
related investment decisions
wide-ranging awareness raising activities targeting both the “supply side” (ESCOS) as
well as the “demand side” (e.g. municipalities and )
strong international cooperation – presently ongoing EU project Streetlight EPC
transferability at regional level
existing legal framework
Savings: 6.9 million € investment, 4,212 MWh/a energy savings, 421,700 €/a cost savings.
More than 200 EPC projects were implemented and 16 ESCOs are active that already successfully implemented EPC projects.
Using a well-targeted approach, the project managed to establish a functioning contracting market in Upper Austria.
GP SCORE: 42
4
7. GP24 CIEMAT – Alicante
Case Study Presented by: Spain: Provincial Energy Agency of Alicante
Name of work programme/project: Saving Energy Provincial Plan
SUMMARY
Province of Alicante creates and develops a Provincial Plan to realize investments in energy
efficiency, savings, renewables through municipal signatories of the European initiative the
Covenant of Mayors. Province of Alicante publishes the investments public calls and Provincial
Energy Agency of Alicante helps to develop them together in order to present them to
municipality’s beneficiaries.
Scope: local Duration of the project: 2012 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
innovative approach offers municipalities the option of developing their SEAPs by
providing them with investments and the use of European methodology in investment
made on a provincial level
95% of the funding came from Province of Alicante’s own resources and municipalities
participated with 5 % in the investment
strong international cooperation – Covenant of Mayors and interdisciplinarity
transferability at local level
Savings: 2.820.474 €, 20.317.000 kWh, 4.875.000 kg of CO2.
Investments achieved in 110 municipalities.
Awareness of the EE had positive effect on the implementation of the project.
GP SCORE: 41
5
8. GP19 FEDARENE – CKEA
Case Study Presented by: Ireland: Carlow County Council
Name of work programme/project: ClimAtlantic Project
SUMMARY
The project focuses on four essential issues: mobility, energy, territorial management and
social behaviour by developing concrete strategies to be validated through pilot actions. As a
final product, partners created a common strategy for the Atlantic Area, based on the four
thematic strategies. In Ireland a pilot action was developed to reduce the expense and carbon
footprint of Carlow County Council. The pilot action consisted of identifying and implementing
energy efficiency improvement measures targeting the most energy consuming activities of
Carlow County Council: water supply, wastewater treatment, building usage and public
lighting. These measures included efficient lighting retrofit, pump replacement, caretaker
training, aeration comparison, control systems, equipment sizing, etc.
Scope: regional and local level Duration of the project: 2011 – 2012
STRENGTHS AND OPPORTUNIES OVERVIEW
relevant previous experience and innovative approach in the terms of green
procurement guidelines that were followed and trainings that were hosted after
implementation of the new energy savings projects
co-funded by European Regional Development Fund (ERDF)
international cooperation
transferability at regional level
existing legal framework in the area of Green Public Procurement
Savings: €15,223.34, 138,394 kWh, 73,210 kg of CO2
A proposal outlining energy saving measures was submitted to the South East Regional Authority (SERA) for inclusion in the proposal to the Interreg IVB funded Climatlantic project.
Carlow County Council made a commitment to reduce its energy consumption by 3% per annum from 2009 to 2020. The 2012 pilot measures contributed to approximately a 1.5% reduction in energy consumption that year.
GP SCORE: 40
6
9. GP26 CIEMAT – AGENERGIA
Case Study Presented by: Spain: Agencia Insular de la Energía de Tenerife (AIET)
Name of work programme/project: PROMISE – Promoting best practices to support energy efficient consumer behaviour on European islands
SUMMARY
In the frame of this project, AIET carried out an awareness campaign in the island of Tenerife
that lasted 18 months targeting households and the islands’ energy policy makers to promote
energy efficiency behaviour among the population.
Scope: unspecified Duration of the project: 01.06.2011 – 30.11.2013.
STRENGTHS AND OPPORTUNIES OVERVIEW
relevant previous experience on various projects and innovative approach in
developing an app that allows to perform energy checks at home (based on a series of
tools developed by other partners of the consortium)
financed from IEE Programme 2010 (promotion/dissemination projects: SAVE,
ALTENER, STEER and integrated initiatives)
good international cooperation and interdisciplinarity
transferability – one of the goals was to replicate the lessons learnt. This goal has been
fully reached by involving six islands as so-called ‘Island buddies’ in the project: Isle of
Bute, Lanzarote/La Graciosa, Aeroe, Paxos, Syros and Cyprus.
Savings: 5161€ (Tenerife), 35598 kWh/year (Tenerife), 6800 kg of CO2 (Tenerife). Average energy savings in the target islands range from 1.300 kWh (Tenerife) to 8.200 kWh (Grimsey) with an average of 4.000 kWh per household.
PROMISE experts have been directly engaged in the dialogue with households and, in this respect, the PROMISE uses bottom-up approach – starting with the households.
Economic context had positive influence on the implementation of the project – it affected the interest of the citizens.
GP SCORE: 38
7
10. GP52 ESV – UA SME
Case Study Presented by: Austria: OÖ Energiesparverband
Name of work programme/project: Energy audit programme for businesses (Energy Advice Service)
SUMMARY
The Upper Austrian Energy Agency (ESV) runs an energy audit programme (energy advice) for
businesses (there is also a service for municipalities and private households following a similar
approach but not described in detail here). Product-independent and 75 % funded advice is
provided on any issue relating to energy efficiency and renewable energy sources to
businesses from any sector in Upper Austria.
Topics often addressed include thermal building renovation, exchange of heating systems
(often to renewable energy sources), optimisation of energy costs and the use of the different
funding programmes offered by the regional and national governments. A network of highly
specialised business energy advisers, who are paid on a fee basis, provides advice. ESV ensures
quality control and the commercial independence of the advice (that it is not linked to the
sales of a product/service). In total, around 200 businesses are advised every year.
Scope: regional Duration of the project: 2002 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
comprehensive experience in the field and significant cross-learning effect from other
programmes managed by the ESV
easy participation and simple formal requirements
financed by national and regional government
strong interdisciplinarity
transferability at regional level
Savings: the programme triggers energy savings at least 60 GWh per year.
The advice programme embedded in the regional energy policies is used to make other policies more effective.
There is a high level of energy efficiency and renewable energy sources reached in Upper Austria.
GP SCORE: 38
8
11. GP15 EnergyCities – Bielsko-Biała
Case Study Presented by: Poland: The City of Bielsko-Biała
Name of work programme/project: EURONET 50/50
SUMMARY
50/50 initiative is to unlock energy saving in schools by educating students and through them
their families. Ensuring that future generations consume energy responsibly. Students are
being encouraged to save energy through financial benefits - the half of the saved amount is
being handed over for the purposes of the school. Expect to achieve 10% energy savings. In
2010 - 2016 two local public schools joined the project and in 2016 - 2018 the project
continued in 32 schools.
Scope: local Duration of the project: 2010 – 2016; 2016 – 2018
STRENGTHS AND OPPORTUNIES OVERVIEW
relevant previous experience and innovative approach funded by the City of Bielsko- Biała international cooperation with 49 other European cities transferability at national level
Savings: 10% of financial frugalities on different types of the energy and water.
There is no need for the high expenditure, with the return of capital in less than 1 year it is possible to repeat this example.
Savings were achieved without the fall in comfort or high costs.
GP SCORE: 36
9
12. GP52 ESV – Upper Austria Homes
Case Study Presented by: Austria: OÖ Energiesparverband
Name of work programme/project: Energy Advice Service to households
SUMMARY
The Upper Austrian Energy Agency provides energy advice services on energy efficiency and
renewables to households. Free advice is given by telephone, e-mail, in the advisory office, at
advisory sessions held regularly in public buildings in the region, or in the home. It covers
energy efficiency and renewables, ranging from simple questions to details of renovation or
construction.
Homeowners applying for a building subsidy in general come to the energy agency first,
enabling the agency to explain the minimum energy efficiency levels they must achieve and
to encourage them to aim for higher levels, eligible for higher subsidy. The energy agency is
the first point of contact, and manages a network of trained advisers, who are paid on a fee
basis as sub-contractors. Many are self-employed or work for small engineering companies.
Scope: regional Duration of the project: 1991 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
long experience as consulting agency
innovative approach combining financial incentive and awareness raising &
information programme
financed by regional government
interdisciplinarity
transferability at regional level
The high number of advice sessions given annually which makes ESV to a leading organisation in Europe in this field.
Through the programme a network of energy advisers was developed.
In Upper Austria, energy advice is considered a vital instrument to achieve the regional energy policy targets.
GP SCORE: 36
10
13. GP8 CEI – APN
Case Study Presented by: Croatia: Agency for Transactions and Mediation in Immovable Properties (APN)
Name of work programme/project: Energy management information system (EMIS)
SUMMARY
EMIS is a web application for monitoring and analysis of energy and water consumption data
in public sector buildings and as such provides a transparent oversight and control of energy
consumption in all public sector buildings that makes it an inevitable tool for Systematic
Energy Management in the Public sector. For each building of the public sector experts
responsible for energy management gather and enter relevant data and information in EMIS.
Once the data is in the system, EMIS application enables easy access by log in from any
computer with Internet access by typing your own user name and password. After initial
implementation of EMIS in city/county/ministry, almost every building will achieve a certain
drop in the consumption. EMIS greatly simplifies the process of sustainable energy
management in public buildings because it allows easy access to data on energy and water
consumption, enables easy graphical and tabular display and print of the data.
Scope: national Duration of the project: 2006 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
innovative approach – first application of this type used on a national level
funded by The Global Environment Facility (GEF) and Croatian Environmental
Protection and Energy Efficiency Fund
strong interdisciplinarity
transferability at national level
existing legal framework
Data contained in the EMIS is used for many energy performance calculations, analysis and continuous overview and control of energy usage.
Data allows a preparation of plan of investments according to available funding as well as an established structure for verification of achieved savings, both energy and money wise.
GP SCORE: 33
11
14. GP47 KAPE – Opole
Case Study Presented by: Poland: City of Opole
Name of work programme/project: “Low carbon economy plan for the City of Opole”
SUMMARY
A team was created to determine the requirements of implementing the Low Carbon Economy
Plan and ensuring a correct delivery date, as well as to monitor the plan's implementation.
The team began its work in May 2016. The progress and the effects of its work will be observed
in the next four years. The realization of the tasks included in the low carbon economy plan
will result in: a significant reduction in greenhouse gas emissions, decreased final energy
consumption via improving energy efficiency, increasing the share of renewable energy
sources in total energy use, and improving air quality within the city’s area.
Scope: local Duration of the project: 2016 – 2020
STRENGTHS AND OPPORTUNIES OVERVIEW
previous experience
funded by City of Opole
strong interdisciplinarity
transferability at local level
Savings: 1437420 kWh/year, 778219,2 kg CO2/year.
In the future, plan is to create the position of the City Energy Manager.
The low carbon economy plan includes further informational campaigns increasing social awareness.
Economic context had positive influence on the implementation of the project.
GP SCORE: 33
12
15. GP2 TEA – REGEA
Case Study Presented by: Croatia: North-west Croatia Regional Energy Agency (REGEA)
Name of work programme/project: NEWLIGHT
SUMMARY
The North-West Croatia Regional Energy Agency is implementing the NEWLIGHT project. The
project main goal is modernisation of public lighting systems in 57 Croatian cities and
municipalities based in Zagreb County and Krapina-Zagorje County. The investments needed
for the modernisation will be implemented mainly through Energy Performance Contracting
(EPC).
Scope: regional Duration of the project: 2012 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
project is first of its kind in Croatian and also has an innovative approach in the follow
up national financing model
project received technical assistance from the ELENA/EIB fund and it is financed using
ESCO (PPP)
strong international cooperation and significant interdisciplinarity
transferability at national level
Savings: 1.5 Million €/annually; 15 GWh (electric); 5000 T of CO2.
Simple payback period – SPP (without non-refundable grants, subsidies or financial aids, based on energy savings alone).
Based on the Good Practice described the project is now evolving into a national scheme which it is proposed will be funded by Innovative financing instruments – combination of EFSI and ESIF.
All information related to public lighting system that could be collected during energy audits will be entered in the Geographic Information System (GIS). This advanced and market-oriented product with high export potential, the first of that kind which will be implemented in Croatia, provides a completely new way of collecting data.
GP SCORE: 32
13
16. GP20 ABEA – SME
Case Study Presented by: Bulgaria: -
Name of work programme/project: Operational Programme Development of the competitiveness of the Bulgarian economy
SUMMARY
Project focuses on development of dynamic economy competitive on the EU and international
markets; encouragement of innovations and increasing the efficiency of enterprises and
improvement of business environment.
The objectives are reducing energy intensity and diversification of energy sources. They will
contribute to achieving the main objectives of the programme interventions, i.e. restructuring
of the national and sustainable growth. The achievement of this goal is based on investment
support to develop competitive enterprises and improvement of the business environment by
providing enterprises with easily accessible, high-quality information and consultancy
services. The introduction of environmentally sound, low- emission, energy -saving industrial
technologies and RES have been promoted with the intention of reducing energy intensity and
harmful environmental effects. The Energy efficiency projects will support the transition to a
low- carbon economy in all sectors.
Scope: national Duration of the project: 2007 – 2013
STRENGTHS AND OPPORTUNIES OVERVIEW
relevant previous experience
funded by Credit line for energy efficiency and renewable energy sources (BEEECLE);
financial assistance from the EU and the Council of Europe Development Bank (CEB)
strong interdisciplinarity
transferability at national level
Savings: 103 169 МWh/year.
Awareness rising campaign and information days were organized as a part of the project.
GP SCORE: 32
14
17. GP27 ABEA – Sredna
Case Study Presented by: Bulgaria: -
Name of work programme/project: Project Regional Networks for the development of a SustainableMarket for Bioenergy in Europe (BioRegions)
SUMMARY
Creation of regional networks for development of efficient and reliable markets for biomass,
stimulation of the investments into bioenergy projects and trading businesses of local
stakeholders, creation of Biomass Logistics Centers, promotion of biomass for heating of
residential buildings, establishment of small district heating biomass based plans, use of
biomass for industry, training of municipal administrations, introduction of energy education.
5 bioenergy regions were created in representative locations of Europe and one of them – in
Bulgaria. Each region formally adopted an Action Plan with a timetable and milestones to
enhance their bio-energy to at least 1/3 of the energy demand for electricity and heating.
Scope: regional Duration of the project: 2010 – 2013
STRENGTHS AND OPPORTUNIES OVERVIEW
funded by Operational programs, private investments, ESupllyCO financing and other
grants
strong international cooperation and interdisciplinarity
transferability at regional level
existing legal framework
Savings: 122 644 MWh/a energy savings, 143 908 MWh/a - projected renewable energy production.
For the first time in Bulgaria Regional Action Plan for biomass utilization was developed.
Sredna gora Bioregion achieved new biomass heating installations in 7 public and private buildings and 1 factory with total capacity of 3,580 kW.
Other regions in Bulgaria were encouraged to replicate these activities.
GP SCORE: 31
15
18. GP16 EnergyCities – ABMEE
Case Study Presented by: Romania: Brasov
Name of work programme/project: EMS / Database for public buildings energy consumption
SUMMARY
The project aimed at developing an instrument to monitor energy consumption and water in
public buildings > all data for decision makers. Between 2005 and 2014 an investment of
€23.5bn resulted in an average 45% energy consumption decrease achieved within the 120
municipal buildings monitored in Brasov.
Scope: local Duration of the project: 2005 – 2007
STRENGTHS AND OPPORTUNIES OVERVIEW
innovative approach with monitoring and education done at the same time
funded by municipal funds
good interdisciplinarity and cooperation with academia
transferability at local level
existing legal framework
Savings: Between 2005-2009 10% energy cost reduction was achieved simply by monitoring consumption and reviewing contracts buildings use.
Good cooperation with municipal building’s workers was essential for implementation.
Short return of investment with concrete results.
GP SCORE: 30
16
19. GP21 TEA – GCC
Case Study Presented by: Ireland: Galway County Council
Name of work programme/project: Facilitation of Energy Project Investment in Local Authorities
SUMMARY
To overcome energy project funding constraints and maximise the gains made from energy
savings within the Local Authority an innovative solution to funding future energy upgrades
was established. This innovative funding solution is such that the Energy Conservation Budget
is utilised with an internal Energy performance Contract (EPC). This is equivalent to an Internal
ESCO (Energy Services Company). The ESCO provides the investment for an energy saving
project, with the investment being repaid out of the reduced energy costs because of the
energy savings made. The seed capital for the conservation budget was achieved through
energy cost savings.
Scope: local Duration of the project: 2013 – ongoing
STRENGTHS AND OPPORTUNIES OVERVIEW
financed from Local Authority’s operational budget and savings from previous energy
cost reductions
provides an innovative financing solution to LAs struggling to gain investment in energy
projects
transferability at local level and existing legal framework
maintained an annual energy project investment despite difficult economic constraints
nationally
Savings: €80,433; 682,364 kWh Thermally (results for 2013).
Through the programme, Galway County Council have delivered 16.6% energy savings from the baseline.
This programme offers a solution to Local Authorities struggling to gain investment in energy projects. It adds a structure to energy project assessment with performance indicators and financial models.
GP SCORE: 30
17
20. GP23 CIEMAT – IDAE
Case Study Presented by: Spain: Instituto para la Diversificación y Ahorro de la Energía (IDAE)
Name of work programme/project: PAREER Program
SUMMARY
PAREER Program is a financing aid program aimed at existing buildings of residential and hotel
use. The beneficiary’s actions may be of the following types: improving energy efficiency of
the thermal envelope and/or of thermal installations and lighting; substitution of conventional
energy by biomass and / or geothermal energy in thermal installations. Target audience are
natural and legal persons, owners of residential buildings and hotels; communities of owners
or groups of communities of owners of residential buildings; owners of single-family houses
or the sole owners of residential building and ESCOs.
Scope: national Duration of the project: 01/10/2013 – 31/12/2016
STRENGTHS AND OPPORTUNIES OVERVIEW
extensive previous experience in managing different aid programs for energy
efficiency and renewable energy
initial budget originates from the funds for financing energy efficiency plans, in 2015
the budget has been extended additionally from the General State Budget
strong interdisciplinarity
transferability at national level
existing legal framework
Savings: 42.475 ktep (primary energy), 108.539 ktCO2.
Within the eligible actions, the program considers unconventional construction solutions known as "bioclimatic architecture” as well encourages the use of geothermal energy.
Figure 11. Top 20 GP Summaries
GP SCORE: 30
18
4.3.4 Learning Outcomes from Section 4.3 - T2.1
Task 2.1 resulted in 55 collected Good Practices, out of which 20 were selected based on the
SWOT analysis score. Collection of the questionnaires proved to be demanding and time-
consuming, with deadline extensions postponed which delayed the process of analysis. After
completing task 2.1 we conclude that using an automated instrument, for example an online
survey platform, might have been more straightforward, both for the responders, as well as
for the purpose of our analysis.
Regarding the content of the questionnaire, and the results received, it seems necessary to
highlight that some of the questions asked were unclear; a situation which meant respondents
had some difficulties when trying to interpret their meaning.
It is probable that some of these difficulties are due to the format of the questionnaire (Word
doc). Individuals were able to adapt the document for the purpose of distribution within their
district, and in doing so, they often changed the format. As a result the end document was not
uniformly formatted, and creating issues with regard to assessment; this could have been
avoided if a less editable form of questionnaire was used. Furthermore, all data collection was
done in conditions outside of the evaluator’s control (the distribution, collection, and
translation of the questionnaires, etc.).
Question related to the scope of the a given ‘Good Practice’ had example response with a
predefined scale for every expected response. Failing to specify the scope in those exact
terms, lead to 0 points being given. Several projects dealt with awareness raising; In those
cases, 0 points were given in respect to savings expected. In the Threats category, few
responders understood the questions correctly.
The first question related to the economic stability of the country where GP was implemented
and whether it influenced the implementation of the project or not.
The second question dealt with existing awareness of the EE and if it influenced the GP;
whereas most respondents interpreted this in exactly the opposite way.
In two of the questionnaires, the questions referring to the professionals needed to
implement a given practice were missing, and therefore could not be graded. We concluded
that the reason these questions were missing is that they were lost during the process of
translation.
19
The output from our SWOT analysis is a list of the top 20 best practice measures for the
purpose of ensuring energy efficiency in public sector. It also bears mentioning that even
those practices which failed to reach the top 20, offered some useful insights.
20
5 Summary
This Deliverable Report (D2.1 Compilation of good practices case study reports) describes the
results of the preparation of a template for good practice models, the gathering of 55 good
practice responses, selection of the Top 20 good practices and the production of 20 good
practice case study reports.
D2.1 provides PubleNef project stakeholders with an information base to cherry-pick from
practices and experiences successfully implemented by other public bodies.
The knowledge gained from WP2 will feed directly into WP3 (Development and
implementation of Energy Efficiency roadmaps) which will take the needs expressed by
policymakers and matches them with the specific tools in a series of MS, groups of regions
and municipalities that face similar needs.
21
6 Appendix 1. Final SWOT analysis template
Figure 12. Weaknesses category of SWOT analysis
Parameter Response 1 - Strongly Disagree 2 - Disagree 3 - Slightly Disagree 4 - Neither 5 - Slightly Agree 6 - Agree 7 - Strongly Agree Strength Rating Category Responses Evaluation
1 Scope of GP No Items 0 0 0 0 0 0 0 0 Scope of GP
National + Regional + Local level = 7
N+R, N+L, R+L = 6
N or R or L = 5
no response, N/A = 0
2
Ease of delivery - Did your organization
have any previous experience in this field
relevant for the implementation of the
project?
No Items 0 0 0 0 0 0 0 0
Ease of delivery - Did your
organization have any
previous experience in this
field relevant for the
implementation of the
project?
Yes = 7
No = 1
no response, N/A = 0
3Does this project include an innovative
approah or results in an innovation ?No Items 0 0 0 0 0 0 0 0
Does this project include an
innovative approah or results
in an innovation ?
Yes = 7
No = 1
no response, N/A = 0
4 Finance Mechanism No Items 0 0 0 0 0 0 0 0 Finance Mechanism
good finance mechanism = 7
poor finance mechanism = 1
5 Savings potential kwh No Items 0 0 0 0 0 0 0 0 Savings potential kwh
savings = 7
no savings = 1
no response, N/A = 0
6Which professionals were relevant for
delivery of this project?No Items 0 0 0 0 0 0 0 0
Which professionals were
relevant for delivery of this
project?
example: Engineers, Lawyers,
Economists etc.
≥ 3 professions = 7
2 professions = 6
no interdisciplinarity = 1
no response, N/A = 0
Total 0 0 0 0 0 0 0 0
22
Parameter Response1 - Strongly
Disagree
2 -
Disagree
3 - Slightly
Disagree4 - Neither
5 - Slightly
Agree6 - Agree 7 - Strongly Agree Weakness Rating Response evaluation
1Please specify when is the return of investment
expected? No Items 0 0 0 0 0 0 0 0
1-3 years = 1
4-9 years = 3
10-20 years = 6
>20 years = 7
no response, N/A = 4
2 Is there anything you would do differently in future? No Items 0 0 0 0 0 0 0 0
Yes (based on details) = 7 - 5
No = 1
no response, N/A = 4
3Please specify any unexpected risks that occured
during implementation No Items 0 0 0 0 0 0 0 0
Yes (based on details) = 7 - 5
No = 1
no response = 7
N/A = 4
Total 0 0 0 0 0 0 0 0
Figure 13. Strengths category of SWOT analysis
Figure 14. Opportunities category of SWOT analysis
Parameter Response 1 - Very Poor2 - Poor3 - Slightly Poor4 - Fair5 - Slightly Good6 - Good 7 - Very GoodOpportunity Rating Category Response evaluation
1 Did this project include an international cooperation? No Items 0 0 0 0 0 0 0 0Did this project include an international
cooperation?
≥ 4 countries = 7
3 countries = 6
2 countries = 5
1 country = 4
No = 1
no response, N/A = 0
2Would you say that legislative framework in your country offered a
good basis for implementation of this project?No Items 0 0 0 0 0 0 0 0
Would you say that legislative framework in your
country offered a good basis for implementation of
this project?
Yes = 7
No = 1
no response, N/A = 0
3 Did this project include an interdisciplinary cooperation? No Items 0 0 0 0 0 0 0 0Did this project include an interdisciplinary
cooperation?
≥ 3 professions = 7
2 professions = 6
no interdisciplinarity = 1
no response, N/A = 0
4Potential opportunities for replication - Is the good practice
transferable? No Items 0 0 0 0 0 0 0 0
Potential opportunities for replication - Is the good
practice transferable?
Yes = 7
No = 1
5 Did this project include cooperation with academia? No Items 0 0 0 0 0 0 0 0 Did this project include cooperation with academia?
≥ 4 institutions = 7
3 institutions = 6
2 institutions = 5
1 institution = 4
No = 1
no response, N/A = 0
Total 0 0 0 0 0 0 0 0
23
Figure 15. Threats category of SWOT analysis
Parameter Response1 - Very
Poor
2 - Poor
Influence
3 - Slightly Poor
Influence
4 - Fair
Influence
5 - Slightly Large
Influence
6 - Large
Influence
7 - Very Large
InfluenceThreat Rating Response evaluation
1How did ecnomic stability of your country
influence the project? No Items 0 0 0 0 0 0 0 0
Influence (based on details) = 7 - 5
No influence = 1
No response = 7
N/A = 4
2How did the awareness of EE influence
implementation of the project? No Items 0 0 0 0 0 0 0 0
No influence or positive influence = 1
Negative influence (based on details) =
7 - 5
no response, N/A = 4Total 0 0 0 0 0 0 0 0
24
7 Appendix 2. Final SWOT analysis results
GP REFERENCE STRENGHTS
SCORE WEAKNESSES
SCORE OPPORTUNITIES
SCORE THREATS
SCORE S+O W+T
OVERALL SCORE
[(S+O)-(W+T)]
1 GP18 FEDARENE - Andaluza 40 15 34 5 74 20 54
2 GP11 CEI - DOOR 42 14 32 8 74 22 52
3 GP6 FEDARENE - ESS 39 8 23 5 62 13 49
4 GP10 CEI - SMIV 35 10 29 8 64 18 46
5 GP29 ABEA - iURBAN 33 12 26 5 59 17 42
6 GP35 ESV - Upper Austria 39 12 23 8 62 20 42
7 GP24 CIEMAT - Alicante 33 9 22 5 55 14 41
8 GP19 FEDARENE - CKEA 40 14 23 9 63 23 40
9 GP26 CIEMAT - AGENERGIA 34 10 19 5 53 15 38
10 GP52 ESV - UA SME 33 10 23 8 56 18 38
11 GP15 EnergyCities - Bielsko-Biala 26 7 22 5 48 12 36
12 GP42 ESV - Upper Austria Homes 32 10 22 8 54 18 36
13 GP47 KAPE - Opole 28 13 23 5 51 18 33
14 GP8 CEI - APN 26 13 26 6 52 19 33
15 GP2 TEA - REGEA 34 18 26 10 60 28 32
16 GP20 ABEA - SME 40 13 16 11 56 24 32
17 GP27 ABEA - Sredna 34 12 19 10 53 22 31
18 GP16 EnergyCities - ABMEE 20 7 28 11 48 18 30
25
19 GP21 TEA - GCC 33 11 17 9 50 20 30
20 GP23 CIEMAT - IDAE 34 18 23 9 57 27 30
21 GP4 FEDARENE - Zlin 26 26 15 8 52 23 29
22 GP43 ENEA - Salvare 33 14 15 5 48 19 29
23 GP51 ESV - UA Public Buildings 26 12 23 8 49 20 29
24 GP30 ABEA - BSREC 34 13 15 8 49 21 28
25 GP1 TEA - Kerry CoCo 34 14 16 9 50 23 27
26 GP22 TEA - SEAI 27 14 23 9 50 23 27
27 GP32 ENEA - Catania 23 15 25 6 48 21 27
28 GP39 JIN - Zuidhorn 26 17 26 8 52 25 27
29 GP53 ENEA - Messina 29 13 20 9 49 22 27
30 GP40 TEA - SEAI (2) 27 16 23 9 50 25 25
31 GP5 FEDARENE - Cote D'Azur 28 14 21 11 49 25 24
32 GP54 AEEPM - SEAP Alba - Iulia 33 14 16 11 49 25 24
33 GP31 KAPE - Czestochowa 28 16 16 5 44 21 23
34 GP36 KAPE - Niepolomice 27 16 17 5 44 21 23
35 GP17 EnergyCities - Litomerice 26 6 10 8 36 14 22
36 GP49 AEEPM - Bucharest1 (2) 29 15 16 8 45 23 22
37 GP55 AEEPM - Bucharest SEAP 1 28 13 15 8 43 21 22
38 GP13 ARENE - Plaine 28 16 20 11 48 27 21
39 GP33 ENEA - CNR 17 14 23 5 40 19 21
40 GP46 KAPE - Stupsk 23 6 11 8 34 14 20
41 GP44 KAPE - MaŁopolska1 20 12 17 8 37 20 17
42 GP28 ABEA - Gaborovo 27 14 14 11 41 25 16
43 GP45 KAPE - MaŁopolska2 21 12 18 11 39 23 16
44 GP7 FEDARENE - REGEA 22 9 14 11 36 20 16
26
45 GP9 CEI - REGEA 34 14 7 11 41 25 16
46 GP50 AEEPM - Art 28 EED 20 12 15 8 35 20 15
47 GP37 KAPE - Poland 21 13 16 10 37 23 14
48 GP14 ARENE - Poissy 15 9 17 11 32 20 12
49 GP48 AEEPM - Bucharest1 (1) 17 14 16 8 33 22 11
50 GP34 ENEA - Kyoto 9 12 17 5 26 17 9
51 GP3 JIN - Hague 13 16 22 11 35 27 8
52 GP25 CIEMAT - AEMVA 25 17 7 8 32 25 7
53 GP12 ARENE - GPSOe 15 16 17 11 32 27 5
54 GP38 KAPE - Miechow 14 12 10 11 24 23 1
55 GP41 CRES - Exoikonomo 10 12 4 11 14 23 -9