energy performance contracting – the example of berlin and eu-wide experiences michael geissler...
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Energy Performance Contracting –
The Example of Berlin andEU-wide Experiences
Michael Geissler
CEO Berliner Energieagentur GmbH
26 November 2013
EPC – The Example of Berlin andEU-wide Experiences
Berlin Energy Agency (BEA)
Energy Saving Partnership Berlin
EU-wide Experiences with EPC
Lessons Learned and Outlook
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Contents
EPC – The Example of Berlin andEU-wide Experiences
Berlin Energy Agency (BEA)
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EPC – The Example of Berlin andEU-wide Experiences
Established in 1992 as Public Private Partnership
Shareholders Federal State of Berlin Vattenfall Europe GASAG KfW Banking Group
Equity2.5 million €
Annual total turnover 12.9 million €
Company earnings (EBIT)905 k €
Know-how53 members of staff
Energy Services Contracting Consulting International Know-How Transfer
Based in Französische Straße 2310117 BerlinPhone: (030) 29 33 30 - 0e-mail: [email protected]: www.berliner-e-agentur.de
© Berliner Energieagentur GmbH
Berlin Energy Agency (BEA) – Facts and Figures
EPC – The Example of Berlin andEU-wide Experiences
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Energy Saving Partnership Berlin
EPC – The Example of Berlin andEU-wide Experiences
Client(State, hospital, etc.)
Berlin Energy Agency(BEA)
Project Manager
Energy Saving PartnerESCO
Assignment
Consultancy
Technical-economic requirements, Negotiations
Energy Saving Guarantee Contract
© Berliner Energieagentur GmbH
Energy Saving Partnership Berlin – BEA as Facilitator of EPC
EPC – The Example of Berlin andEU-wide Experiences
Schools, Universities
Sports facilities
Administrative buildings
Cultural centres
HospitalsPrisons© Berliner Energieagentur GmbH
Energy Saving Partnership Berlin – Main Clients
EPC – The Example of Berlin andEU-wide Experiences
Total number of Pools: 26 more than 1,400 buildings
Guaranteed savings in total: € 11.9 million (26%) Annual plus to the public household: € 2.7 million
Total CO2 reduction (1996-2012) : approx. 600,000 t
Total net Investment: € 53 million
Energy Saving Partnership Berlin – A Role Model for EPC
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Facilities/sites
ESCO
Energy saving service
Co-ordinationSupply
Technical issues
remuneration
saving guarantee
remuneration
natural gas district heat electricity oil
UtilitiesGas, electricity and/or fuel supply
companies
Public Authority/
Building owner
General maintenance
Energy Saving Partnership Berlin – General Project Scheme
© Berliner Energieagentur GmbH
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Best Practice – Wenckebach Hospital Berlin
Building: public-owned hospital with 438 beds
Baseline: 808,359 €/a
Guaranteed savings: 39.6% = 320,000 €/a
Invest: 2.44 m €
CO2 reduction: 1,789 t/a
Duration of contract: 12 years (start in 2011)
Measures: modernisation of heat distribution, cooling and ventilation system, installation of CHP unit, web-based energy management system, user trainings
Special feature: insulation of top storey ceilings
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Best Practice – Deutsche Oper Berlin (German Opera house)
Building: building complex with playhouse, studios, administration etc. (approx. 60,000 sqm GFA)
Baseline 2005/06: 651 K€/a
Guaranteed savings: 35.8% = 233,155 €/a
Invest (hardware): 1.48 m €
CO2 reduction: 1,085 t/a
Contract duration: 12 years
Obligatory measures: refurbishment of VAC installations, optimization of cooling plant, hot water generation and CBCS
Special features: contribution of 1 m € to construction costs by DOB, resulting in increase of budget relief from
14,992 €/a to 126,021 €/a
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Best Practice – Berliner Bäder-Betriebe (public swimming pools)
Pool 12: 11 buildings/swimming pools
Baseline: 4.9 m €/a (incl. water costs)
Guaranteed savings: 33.5% = 1.6 Mio. €/a
Invest: 7.9 m €
CO2 reduction: 4,938 t/a
Duration of contract: 10 years (start in 2001)
Measures: water saving technology, optimizing filter flushes, separating water circulations, modernisation of hot water generation renovation of air conditioning and lighting
Costs [€/a]
Start of 1. contract End of 1. contract = Sart of 2. contract
Time [years]
Reduced energy costs after EPC
Share of customer
Contracting rate
Share of customer
Contracting rate
Energy costs before EPC
Reduced costs 1. EPC
Reduced costs 2. EPC
Pool: 18 office buildings (about 300,000 sqm GFA)
2008End of 1st contract
= Start of 2nd contract
1996Start of 1st contract
2018End of 2nd contract
Time [years]
Energy costs before EPC2.755 m €
Savings 1st contract25 %
Savings 2nd contract21 %
© Berliner Energieagentur GmbH
• Renewal of heating pumps and heating circuit• Use of electronic regulation and building
automation systems for heating and ventilation
• Use of highly efficient heating pumps• Hydraulic compensation of heating system• Use of CHP
Best Practice – Berliner Immobilienmanagement GmbH (1)
EPC – The Example of Berlin andEU-wide Experiences
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Best Practice – Berliner Immobilienmanagement GmbH (2)
Re-tender after expiration of first ESP contracts (Pools 1 + 2)
Pool 24: 18 office buildings (approx. 300,000 m² GFA)
Baseline 2007: 2.07 million €/a
Guaranteed savings: 21% = 433,757 €/a
Invest: approx. 2.4 million €
CO2 reduction: 2,208 t/a
Duration: 10 years
Measures (selected): boiler replacement, CHP-unit, optimizing of ventilation systems, renewal of CBCS special feature: obligation of maintenance of all old systems
EPC – The Example of Berlin andEU-wide Experiences
Energy Saving Partnership Berlin – Proven Project Schedule
Project preparation and development
Project implementation
Competitive Tendering
Involvement of decision-makers: information and training workshops for public authorities concerned
Research of building data (energy cost baseline, user requirements) and framework conditions (e.g. ESCO market)
Pre-selection of buildings → on-site visits and energy audits
Adaptation of EPC model contract to national legislation
(Pre-tender) ESCO workshop for potential bidders on project (tender documents, model contract, assessment criteria)
Call for tender with pre-selected ESCOs
Evaluation of offers (cost-benefit analysis and evaluation of technical concept), pre-selection of best offers
2 rounds of negotiations and determination of best offer
→ Technical and procedural advice throughout the process© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
guaranteed energy savings achieved in most contracts, high savings up to 35 % feasible
26 contracts operated by 15 different ESCOs, around 100 subcontractors (regional SMEs) involved in implementation and maintenance
good quality of saving measures because of expertise of ESCOs, rising experience and improvement of cost-effectiveness
additional improvement of maintenance situation by central coordination through ESCO
no legal proceedings or need to use bank guarantees so far
re-tendering after end of contract leads to new investments and additional savings
Energy Saving Partnership Berlin – Experiences and Results
→ Success thanks to reliable legal framework, standardized procedures and contracts together with professional process management
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Additional Challenges for EPC
Experiences with EPC projects have shown the need for a focus on
integration of building refurbishment measuresinvolving the building envelope
energy management systemsas low-cost investment measure
use of Renewable Energy Sources
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
EPC plus
Integration of (comprehensive) building refurbishmentmeasures
Shared financing instruments First EPC with (small) share of construction measures
EPC light
Operation and energy management of buildings with saving guarantee
Green EPC
Focus on renewable energy technologies Specific tender objectives and link to subsidy programs Primary energy consumption as guaranteed element
Additional Types of EPC
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Buildings: 12 schools, 1 art centre, 1 youth facility, 1 office building
Baseline 2009: € 883,000 €/a
Guaranteed savings: 10.2% = € 90,037/a
Share/payment to ESCO: 5.00% = € 44,118/a
CO2 reduction: 3,973 t/a
Contract duration: 2 years
Service of the ESCO: active optimization of heating and ventilation by building control systems; analysis of consumption, monitoring of meters; control of
the invoices of supply companies; energy reporting every 6 months, weak-point analysis
Best Practice EPC light – Building pool in Berlin district Pankow
„Tesla“ secondary school
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
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EU-wide Experiences with EPC
EPC – The Example of Berlin andEU-wide Experiences
• Project duration: 2005-2007• Model contracts and tender documents (A, D, F, FIN, GR, I, N, S)• Results: 17 new EPC projects kick-started
• Project duration: 2003-2004• Model contracts and tender documents (LV, LT, PL, CZ, SLO, SK, BG, H)• Results: > 10 contracts signed
• Project duration: 2009-2012• Improving EPC and energy efficiency standards (B, SE, NO, CZ, SK, SI, RO, A, F)• Results: assistance of 24 EPC pilot projects (incl. 6 advanced EPC), 57 trainings/workshops
Clearcontract – Clearinghouse for Energy Contracting in CEE
Clearcontract – European Energy Service Initiative (EESI)
EU-wide Capacity Building in Energy Services
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Municipality of Kranj, Slovenia
Pool: 14 buildings (office, schools, sport centres)
Baseline: € 350,000/a
Guaranteed savings: 15%
Invest: € 340,000
CO2 reduction: 60 t/a
Contract duration: 15 years (from 2001)
Measures: Replacement of boilers and thermostats, installation of new control centers, adjustment of heating system,
renovation of heat distribution systems, fitting of thermostats to radiators
Best Practice – clearcontract
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Municipality of Nyköping, Sweden
Pool: 130 buildings, all public remises
Baseline: about € 4.7 m/a
Guaranteed savings: 17% = € 800,000/aAchieved savings: 25% = € 1.2 m/a
Invest: € 5.5 m
Contract duration: 6.5 years (from 2003)
Measures: Renovation of heating systems, optimization and retrofit of HVAC system, building control,
operation and maintenance system, targeted training for the operational staff
Best Practice – EUROCONTRACT
© Berliner Energieagentur GmbHSource: Schneider Electric
EPC – The Example of Berlin andEU-wide Experiences
Characteristics: 9-storey buildings with singlestaircase (36 apartments), built in 1980
Guaranteed savings: 56.9% = 245.9 MWh/a
CO2 reduction:64.9 t/a
Measures: comprehensive renovation (general insulation ofbuilding, replacement of windows, renovation ofheating and hot water system, reconstruction ofroof, energy monitoring system)
Renovation of 7 buildings by the end of 2012with consortium of financial partners andEU structural funding (23 by the end of 2014)
Best Practice – EESI (EPC plus)
© Berliner Energieagentur GmbHSource: Ekodoma
EPC – The Example of Berlin andEU-wide Experiences
Pool: 14 buildings, high schools
Baseline: about € 2.4 m/a
Guaranteed savings: 35% = € 606,000/a
Invest: € 36 m
CO2 reduction: 2,300 t/a
Contract duration: 20 years (PPP contract, start 2009)
Measures: 6 wood boilers, 1 heat pump, other new boilers, district heating connection, insulation of
windows, photovoltaic plants (5,000 m²)
Best Practice – EESI (Green EPC)
© Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Driving force:
Political decision makers and public authorities who take on responsibility
Reliable legal framework:
Clear information that EPC is possible
Favourable public procurement rules, tender procedure and accounting treatment
Standardized procedures and contracts (while adaptable):
Time and cost-effectiveness for implementation → reliability
Competition and transparency
Promotion and capacity building
Information and assistance through independent EPC market facilitators
Lessons Learned – Criteria and Conditions of Success
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EPC – The Example of Berlin andEU-wide Experiences
Market Development for Energy Services – Principality of Monaco
Objectives Support the Principality of Monaco in introducing
a suitable EPC model Call for tenders for a pilot project with contract award
Role of BEA: Consultant Develop and adapt the EPC model to Monaco Select public buildings Train administration officials Prepare tendering documents Support the call for tenders and the award of contract for a pilot project
→ establish a framework for EPC projects in Monaco
Result:
EPC contract (12 years) for 5 public buildings Guarantee on 27% annual energy cost savings (35% in CO2 emissions) total project cost: € 2+ million © Berliner Energieagentur GmbH
EPC – The Example of Berlin andEU-wide Experiences
Outlook
© Berliner Energieagentur GmbH
European Energy Service Initiative towards the EU 2020 energy saving targets (EESI 2020)
Objective: Europe-wide dissemination of EPC as contribution to EU 2020 targets
Target group: demand side = public institutions (as potential EPC clients) and
project developers in 9 European cities/metropolitan regions –
with EU project „Transparense“ focusing in parallel on supply side (ESCOs)
Consortium: BEA as coordinator; partners from Antwerp, Barcelona, Dublin,
Graz, Oslo, Prague, Sofia, Zagreb
Contents: best-practice database, marketing tools for EPC project developers,
implementation of at least 20 EPC projects, European Energy Service Awards
Duration: 36 months (4/2013 – 4/2016)
EPC – The Example of Berlin andEU-wide Experiences
For more information please visit:
www.berliner-e-agentur.de
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