This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
The guarantEE ProjectInnovative business and financing models for performance-based ESCO projects
Christoph Lanhenke, Berlin Energy Agency (BEA)
21. February 2018, BrusselsCovenant of Mayors' Investment Forum
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Contents
Part I:About „guarantEE“
Part II: Projects‘ outcomes and benefits for public authorities
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
The guarantEE project
Energy Efficiency withPerformance Guarantees
guarantEE is funded by the European Union’s Horizon 2020 research and innovation programme
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Background► The building stock is the
largest energy consumer in Europe
► To reach the CO2- and energy efficiency targets, the modernization rate in buildings needs to be increased
► As public budgets are strained, private capital needs to be activated to implement energy saving measures
► This can be achieved by means of Energy Services
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Energy Services► Energy Performance Contracting (EPC) is a proven energy service
model for modernizing mostly public buildings ► Energy saving measures (ESM) are outsourced to an ESCO ► The energy service company (ESCO)
► finances all investments through future energy savings
► guarantees energy and cost savings to the client
► bears the financial, technical and performance risks
► Nevertheless, a broad roll-out of EPC is still facing issues
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Objectives of guarantEE► Development and market roll-out of
innovative energy services and financialschemes for sustainable energy
► guarantEE will address prevailingbarriers to EPC in advanced and emerging ESCO markets within the EU
► Within guarantEE, public property administrations ► will be addressed to discuss possible improvements to EPC
► will be supported in the implementation of pilot projects
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Project targets of guarantEE► The developed EPC models
will be applied in 33 pilot projects
► The project will► achieve 78 GWh
primary energy savings
► achieve 18,000 t CO2savings per year
► trigger investments of >11 M€.
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Project consortium► 14 consortium partners
► Covering large parts of Europe
► Representing a mix of advanced and emerging ESCO markets
► Project Coordination
► http://www.berliner-e-agentur.de/
Advanced markets: DE, AT, NO, CZ, FR
Emerging markets: IE, BE, ES, RO, SK, LT, SI, NL, IT
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Contents
Part I:About „guarantEE“
Part II: Projects‘ outcomes and benefits for public authorities
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
The Split Incentives Dilemma
Triple-Win-Solutions
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Triple-Win-Solutions – Options
Trilateral agreements Bilateral agreements► Owner & ESCO
Bilateral agreements► Tenant & ESCO
Further information: http://guarantee-project.eu/knowledgebase/
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Simplified Measurement & Verification (M&V)The issue:► M&V is crucial to proof the ESCO
has fulfilled its performance guarantee
► At the same time, M&V is often complex, costly and conflict-prone
Further information: http://guarantee-project.eu/knowledgebase/
Solution approach:► Simple M&V for parts of
consumption < 30%
► Restriction to pre- and post-implementation M&V
► Subsequently simple forward projection of initial savings
► Additional M&V only on request by client
► Costs covered by ESCO if savings are below 1st year savings
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Online Pre-Check for Energy Performance Contracting
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Online Pre-Check for Energy Performance ContractingLinks
► EPC Pre-Check http://epccheck.eu
► Video, to learn more about the EPC Pre-Check:https://youtu.be/wudenjYm0qo
► Flyer, with more information on the EPC Pre-Check:http://guarantee-project.eu/service/downloads/
► Available in many languages
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
National pools of qualified EPC facilitators► Role of the facilitator:
Mediator between owner and user
► Function of facilitators pools:Ease the access to well-qualified EPC facilitators on national level
► The facilitator pools will be made public, including contact details, references and specific skills
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Quality criteria for EPC facilitator pools
► Technical skills, e.g knowledge of HVAC systems and M&V
► Financial skills, e.g. financial conditions, risk management
► Legal skills, e.g. national law, procurement, contracting conditions
► Project skills, e.g. internal and external process management
► Social skills, e.g. excellent communicator, independent, reliable
Preparation phase Tendering phase
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Independency of EPC facilitators► For municipalities, independency is very important - there shall occur
no conflicting interests
► As a consequnce:► EPC facilitators shall not
participate as a tenderer in the relevant tender
► EPC facilitators shall not be affiliated with bidders of the relevant tender
► The client can capture these conditions in the contract
This project has received funding from the European Union’sHorizon 2020 research and innovation programme undergrant agreement No 696040.
www.guarantEE-project.eu
Thank you for your attention!
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