Energy Performance Contracting. The Example of Berlin and EU-wide Experiences

Transcription

1 Energy Performance Contracting The Example of Berlin and Michael Geissler CEO Berliner Energieagentur GmbH 26 November 2013

2 Contents Berlin Energy Agency (BEA) Energy Saving Partnership Berlin with EPC Lessons Learned and Outlook

3 Berlin Energy Agency (BEA)

4 Berlin Energy Agency (BEA) Facts and Figures Established in 1992 as Public Private Partnership Shareholders Federal State of Berlin Vattenfall Europe GASAG KfW Banking Group Equity 2.5 million Annual total turnover 12.9 million Energy Services Contracting Consulting International Know-How Transfer Based in Französische Straße Berlin Phone: (030) Internet: Company earnings (EBIT) 905 k Know-how 53 members of staff

5 Energy Saving Partnership Berlin

6 Energy Saving Partnership Berlin BEA as Facilitator of EPC Client (State, hospital, etc.) Assignment Consultancy Berlin Energy Agency (BEA) Project Manager Technical-economic requirements, Negotiations Energy Saving Guarantee Contract Energy Saving Partner ESCO

7 Energy Saving Partnership Berlin Main Clients Schools, Universities Cultural centres Trade and commerce, housing associations 5% Administrative buildings Hospitals 20% Public authorities 75% Sports facilities Prisons Hospitals

8 Energy Saving Partnership Berlin A Role Model for EPC 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 CO 2 reduction ( ): approx. 600,000 t Total net Investment: 53 million

9 Energy Saving Partnership Berlin General Project Scheme Public Authority/ Building owner remuneration saving guarantee ESCO remuneration Facilities/sites natural gas district heat electricity oil Utilities Gas, electricity and/or fuel supply companies Co-ordination Supply Technical issues

10 Best Practice Wenckebach Hospital Berlin Building: Baseline: Guaranteed savings: public-owned hospital with 438 beds 808,359 /a 39.6% = 320,000 /a Invest: 2.44 m CO 2 reduction: 1,789 t/a Duration of contract: 12 years (start in 2011) Measures: Special feature: modernisation of heat distribution, cooling and ventilation system, installation of CHP unit, webbased energy management system, user trainings insulation of top storey ceilings

11 Best Practice Deutsche Oper Berlin (German Opera house) Building: Baseline 2005/06: Guaranteed savings: building complex with playhouse, studios, administration etc. (approx. 60,000 sqm GFA) 651 K /a Invest (hardware): 1.48 m CO 2 reduction: Contract duration: 35.8% = 233,155 /a 1,085 t/a 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

12 Best Practice Berliner Bäder-Betriebe (public swimming pools) Pool 12: Baseline: Guaranteed savings: Invest: 7.9 m CO 2 reduction : 11 buildings/swimming pools 4.9 m /a (incl. water costs) 33.5% = 1.6 Mio. /a 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

13 Best Practice Berliner Immobilienmanagement GmbH (1) Pool: 18 office buildings (about 300,000 sqm GFA) Costs [ /a] Energy Energy costs costs before before EPC EPC m Savings Reduced 1 st costs contract 1. EPC 25 % Share of customer Contracting rate Share of customer Contracting rate Savings Reduced 2 nd costs contract 2. EPC 21 % Reduced energy costs after EPC 1996 Start of 1. contract Start of 1 st contract Renewal of heating pumps and heating circuit Use of electronic regulation and building automation systems for heating and ventilation 2008 End of 1. contract End of 1 Sart of 2. st contract contract = Start of 2 nd contract Use of highly efficient heating pumps Hydraulic compensation of heating system Use of CHP 2018 End of 2 nd contract Time Time [yea [years]

14 Best Practice Berliner Immobilienmanagement GmbH (2) Re-tender after expiration of first ESP contracts (Pools 1 + 2) Pool 24: Baseline 2007: Guaranteed savings: 18 office buildings (approx. 300,000 m² GFA) 2.07 million /a 21% = 433,757 /a Invest: approx. 2.4 million CO 2 -reduction: Duration: Measures (selected): 2,208 t/a 10 years boiler replacement, CHP-unit, optimizing of ventilation systems, renewal of CBCS special feature: obligation of maintenance of all old systems

15 Energy Saving Partnership Berlin Proven Project Schedule Project preparation and development Competitive Tendering Project implementation 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

16 Energy Saving Partnership Berlin Experiences and Results 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 Success thanks to reliable legal framework, standardized procedures and contracts together with professional process management

17 Additional Challenges for EPC Experiences with EPC projects have shown the need for a focus on integration of building refurbishment measures involving the building envelope energy management systems as low-cost investment measure use of Renewable Energy Sources

18 Additional Types of EPC EPC plus Integration of (comprehensive) building refurbishment measures 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

19 Best Practice EPC light Building pool in Berlin district Pankow Buildings: Baseline 2009: Guaranteed savings: 12 schools, 1 art centre, 1 youth facility, 1 office building 883,000 /a 10.2% = 90,037/a Share/payment to ESCO: 5.00% = 44,118/a CO 2 reduction: Contract duration: Service of the ESCO: 3,973 t/a 2 years Tesla secondary school 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

20 with EPC

21 EU-wide Capacity Building in Energy Services Clearcontract Clearinghouse for Energy Contracting in CEE Project duration: Model contracts and tender documents (LV, LT, PL, CZ, SLO, SK, BG, H) Results: > 10 contracts signed Project duration: Model contracts and tender documents (A, D, F, FIN, GR, I, N, S) Results: 17 new EPC projects kick-started Clearcontract European Energy Service Initiative (EESI) Project duration: 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

22 Best Practice clearcontract Municipality of Kranj, Slovenia Pool: Baseline: Guaranteed savings: 15% 14 buildings (office, schools, sport centres) 350,000/a Invest: 340,000 CO 2 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

23 Best Practice EUROCONTRACT Municipality of Nyköping, Sweden Pool: Baseline: Guaranteed savings: Achieved savings: Invest: 130 buildings, all public remises about 4.7 m/a 17% = 800,000/a 25% = 1.2 m/a 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 Source: Schneider Electric

24 Best Practice EESI (EPC plus) Characteristics: Guaranteed savings: CO 2 reduction: 9-storey buildings with single staircase (36 apartments), built in % = MWh/a 64.9 t/a Measures: comprehensive renovation (general insulation of building, replacement of windows, renovation of heating and hot water system, reconstruction of roof, energy monitoring system) Renovation of 7 buildings by the end of 2012 with consortium of financial partners and EU structural funding (23 by the end of 2014) Source: Ekodoma

25 Best Practice EESI (Green EPC) Pool: Baseline: Guaranteed savings: Invest: CO 2 reduction: 14 buildings, high schools about 2.4 m/a 35% = 606,000/a 36 m 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)

26 Lessons Learned Criteria and Conditions of Success 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

27 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 CO 2 emissions) total project cost: 2+ million

28 Outlook 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)

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