01TMG Minutes_IVE - Elih

Transcription

1
Minutes
Project
Coordination
Working meeting
Date
Duration
Location
Energy Efficiency in Low-Income Housing in the Mediterranean
Laura Soto Francés Valencia Institute of Building
1st meeting of the Territorial Management Group
16.09.2011
11.30h-15.00h
Instituto Valenciano de la Edificación, 2nd floor- Library
Av.Tres Forques 98 46018 valencia
Attendees
Person /Organization
ELIH MED team (IVE)
ELIH MED team (IVE)
ELIH MED team (IVE)
ELIH MED team (IVE)
Patronato Municipal de la Vivienda de Alicante
Arquitecnia
Asociación Española de Promotores Públicos de Vivienda y
Suelo (AVS)
Instituto Valenciano de la Vivienda (IVVSA)
Fundación Comunidad Valenciana - Región Europea
Agencia Energética de la Ribera (AER)
CYS domótica
Grupo e+
Gas natural
TERMAGRAF
Instituto Tecnológico de la Energía
Dirección General de Arquitectura. Generalitat Valenciana
ARG Arquitectos
Observatorio Valenciano de la Vivienda
Observatorio Valenciano de la Vivienda
Mesa de Sostenibilidad Social en la Edificación FORO de la
Edificación Sostenible de la Comunidad Valenciana
AVACU
Agencia Provincial de la Energía de Alicante
Agencia Provincial de la Energía de Alicante
Oficina Riva
Agencia valencia de la Energia (AVEN)
Contact
Luis Esteban Domínguez Arribas
Laura Soto Francés
Begoña Serrano Lanzarote
Leticia Ortega Madrigal
Javier Martín
Adolfo Vivó
Carlos Astorza
Carlos Llopis
José Luis Muñoz
Mª Pilar Pérez Casañ
Vicente Rodilla
Ignacio Urchueguia
Mª Elisa Vázquez Sánchez
Miguel Angel Carrera
Lydia Gómez González
Cosme Mazarredo
Jose Fco Zapater
Alberto Sanchis
José Vte. Soler Gironés
Carolina Mateo
Carlos Baragaño Galindo
Inma Serrano
José Luis Nuin
César Jiménez Alcañiz
María Ortiz
Proposed Agenda
•
•
•
•
Presenting in general terms the ELIH-MED project to the participants.
The role the Territorial Management Group -TMG will play throughout the experimentation duration.
The experimentation project selected in the territory.
Financial mechanisms that could be implemented to increase energy efficiency of residential buildings:
their use in the territory and their difficulties of implementation
Project co-financed by European Regional Development Fund -ERDF
Instituto Valenciano de la Edificación-Fundación Comunitat Valenciana www.five.es
Conselleria de Infraestructuras, Territorio y Medio Ambiente. Generalitat Valenciana.
2
Course of the Meeting
The meeting was performed according to the proposed agenda. The presentations of the agenda items,
the main discussion points, results and tasks are summarised in the following chapters.
00 • Welcome and presentations.
Welcome from the IVE Managing Director Luis Esteban Domínguez.
Presentation by each participant.
The session begins by following the themes established in the proposed agenda.
01 • Presentation of ELIH-MED project to the Attendees.
ELIHMED project was presented:
Overall objective
Identify and implement on a large scale innovative technical solutions and financial mechanisms to
develop energy efficiency in low income housings in the Mediterranean area.
Specific objectives
1) Development of processes for a large scale experimentation on 10 territories of innovative energyefficient solutions and financial mechanisms.
2) Implementation of energy refurbishment pilot projects on 500 households spread amongst 6 partner
countries.
3) Based on this experimentation, development of concepts, approaches and policies adapted to low
income housing in the Mediterranean area.
02• The role of the Territorial Management Group-TMG
The role of the Territorial Management Group was presented:
The TMG will be the local committee in charge of looking for innovative financial and technical options and
monitoring the implementation of the refurbishment in the selected dwellings. Local stakeholders,
representative of the key institutions that deal with energy efficiency and low-income housing, will
compose it. At least six meetings of the territorial manage group will be organized during the project
execution in each territory.
The TMG will intervene during different phases of the project:
- Work Package 4, Phase 3: Presentation of the project and identification of innovative replicable
financing mechanisms, analysis and evaluation of the actual use of the ERDF funds for energy
efficiency.
- Work package 4, Phase 4: Definition of a plan for the application of these innovative financing
mechanisms during the experimentation. Elaboration of the investment plan necessary to the
refurbishment of the selected dwellings through the definition of an adapted financing mix backed
with ERDF funds.
- Work package 5, Phase 1: Participation and accompaniment of the selection process of pilot
dwellings.
- Work package 5, Phase 4: Monitoring of the refurbishment activities, evaluation of the difficulties
and problems to be solved, and preparation of the setting up of the Pilot Project Collaborative
Group (PPCG).
- Work package 5, Phase 5: Monitoring of the second phase of the refurbishing workings.
Evaluation of the experimentation, accompaniment of the PPCG, supervision of the awareness
campaign.
3
03• Presentation of the Pilot Project selected
The pilot project selected was presented:
The pilot project to be developed by the IVE in collaboration with the Patronato Municipal de la Vivienda
de Alicante involves a block of 72 dwellings (red rectangle) sited in the Virgen del Remedio
neighbourhood. The retrofitting of these 72 dwellings is part of a larger project (408 dwellings) which
includes several neighbourhoods in the north of Alicante. The whole area has been declared an Integral
Renovation Area (ARI- Área de Rehabilitación Integral). This is a management figure created to promote
the recovery of historic urban centres, degraded neighbourhoods and rural areas, through the intervention
in both its buildings and its public spaces. These areas receive special treatment by the government, who
fund the renovation works.
04• What innovative financial mechanisms could be adapted, tested and replicable in the territory
in order to create a lever effect on the financing of energy efficiency refurbishing operations in
low-income housing?
A summary of the different innovative financial mechanisms sent by CRES was presented.
The presentation was followed by a debate in which the participants discussed about the topic. At the
same time the experts were asked to complete a short questionnaire with questions relating to funding
mechanisms. The conclusions of the discussion are detailed in the following section.
Annexes
05 ANNEX Questionnaire results
06 ANNEX Meeting pictures
4
Conclusions
Awareness
•
Users of the buildings and professionals of the construction sector have a limited understanding
of energy consumption in homes and measures available to reduce it. This lack of information
and awareness lead to lack of interest in improving the energy efficiency of homes. Besides there
is an added difficulty: the habits of energy consumption of the occupants of the building are
difficult to change.
•
Comprehensive and accurate information on economic and environmental savings that can pose
a refurbishment actions aimed at improving energy efficiency is essential to activate the market,
as well as a major publicity campaign.
•
Only the change in consumption habits in a home can save 20% on energy bills. The 'Smart
meters' could be a mechanism in order to improve consumer habits.
•
In other countries, the energy certification of buildings has been a vehicle for public awareness on
energy efficiency. A greater presence of the energy rating of buildings in the negotiations of sale
or rent could be a way to activate the market for energy retrofit.
•
The user profile is critical to predict the feasibility of the refurbishment.
•
It is necessary to "accompany" the users in the entire process, even at the end of the
refurbishment. At the same time we have to create mechanisms to prevent the sale of a home
after having undertaken an energy efficiency improvement, to prevent individuals obtaining an
economic benefit from actions that have been partly subsidized.
•
The main concern of citizens is the money they can save, so that interventions must be
evaluated, the citizen must know how long they are going to recover the investment and from that
moment how much money are they going to save on their energy bills. One way to prove to the
user the savings that are possible could be the establishment of pilot project in their area.
•
It is very important to raise awareness among players involved in the processes of improving
energy efficiency in residential buildings to activate the sector and thus private entities have the
opportunity to get involved in the process.
Energy efficiency policies
•
New funding mechanisms must be searched beyond the "public subsidy" provided as the only
model so far. The political and economic situation makes it likely that the current model
disappears.
•
Public authorities support is required to establish carbon market structures and to provide the
context for promoting education and consumer awareness to help break down barriers.
•
Because of the high number of low efficiency dwellings in Spain, a significant boost to the actions
aimed at improving energy efficiency could be given facilitating the development of energy retrofit
works to the decision-making bodies such as condominiums, among other organs.
•
The previous individual and isolated measures should be grouped to achieve consistent policy
packages. The different types of actions (information, advice, financial incentives, voluntary
agreements, market-based instruments for carbon ... etc.) should be grouped together in a
5
complementary manner. It is a prerequisite for the adoption of effective energy efficiency policies.
•
Importance of policies at the municipal level (Covenant of Mayors).
•
It is necessary to create a formal certification to companies to face to certify the savings obtained
from an energy retrofit. In this way once the saving certificates could be obtained, a company
could enter in the carbon market obtaining economic benefit of the savings.
•
Policies that encourage financial institutions to establish new mechanisms of funding in this area
should be developed. There must be a change of mentality in the financial system.
Training
•
To develop alternative funding mechanisms, the public authorities need a base of Knowledge of
the building stock to set priorities and tools to get that knowledge.
•
There are difficulties arising from the poor training and qualifications of those involved in
improving the energy efficiency of a building. It is important that those involved have been trained
in the integration of new technologies.
•
Users often prefer a performance based on active measures (intervention in improving systems
efficiency) than passive measures (works on the thermal envelope), but the practice has shown
that is easier to recoup the cost of passive measures that active measures.
•
The climate of Mediterranean territories in Spain is a barrier due to the not much need for heating
systems (heating is just required few months a year); however there have been an increase in
cooling demand in the residential sector due to the high temperatures of the summer months.
•
The technical inspection of buildings is the first step to promote energy retrofit.
•
Establish the optimal cost of each refurbishment and the minimum requirements and planning of
measures is of great importance.
•
In order to establish a single refurbishment in each building other aspects like accessibility should
be considered.
•
There is a need to establish accurate standard consumption of housing that could be used to
penalize those households exceeding the average consumption and to reward those below.
Financial mechanisms
•
The funding for the project planned to be the pilot experience is divided into 40% of state aid,
40% of regional aid and 20% of user contribution. The prediction of success in the user payment
is 50%. There are experiences that confirm that it is important for users to participate in the
financing of action for they to feel integrated.
•
Among the possible measures regarding the residential buildings, the energy efficiency measures
are the only ones that can become self-financing, so it is important to create funding mechanisms
capable of activating this market.
•
JESSICA funds represent a change in the culture of fund managers; they used to engage in nonrepayable financing projects without regain. JESSICA can recover the funds through financing
mechanisms that can be loans or guarantees to project developers. These kinds of actions are
highly value but it is said that the administration cannot cope alone.
6
•
Soft loans are seen as an option.
•
There are many financial mechanisms, but in practice are not being exploited.
•
Microgeneration systems are seen as interesting because of the self-financing that allows
(Microgeneration Certification Scheme). A disadvantage arises that certain investments in
microgeneration systems using renewable energy have not worked in certain sectors and for
certain uses.
•
Some tax deductions at a local level could be considered for those properties that come to certain
threshold criteria.
•
Other deductions seen as interesting are renewable heat incentive as they exist in other
countries.
•
A funding model based on investment by the owner is only applicable in a very small minority of
cases where the owner cares about environmental issues and has access to funds. These
owners must also have time to understand and manage the process.
•
We assume that there are investments where return is not obtained and therefore the repayment
period does not exist.
•
One of the mechanisms most discussed during the meeting is the payment of the investment
from the savings obtained by the user. Such mechanisms must be presented to the user in a
simple way.
•
The market for carbon credits linked to the energy retrofit in buildings is being implemented in
Asian countries. We could learn from them.
•
Another interesting mechanism would be to establish a system of penalties and bonuses based
on consumption (consumption standards established previously).
•
In practice, the ESCO (often small companies) seem to focus on large projects (commercial
buildings), not residential ones.
•
One of the problems of the ESCO is the difficulty of access to large-scale financing.
•
It is important to consider all the stakeholders: owners and tenants of buildings, banks, energy
suppliers, ESCOs and public authorities, so that any business model quickly reaches to cover the
market potential.
•
The barrier of the funding mechanism through ESCOs is currently that in Spain they are mostly
focused in ‘renewables’; however the return period to replace the windows of a building may be
shorter.
•
ESCOs need a technical model, a financial model and a guarantee of payment to start working.
•
The ESCOs need 10-15 years to recover the investment, but users do not want to commit for so
long.
•
Energy efficiency retrofit only pays off in a project where maintenance is included; if not the return
periods are too long.
•
Users are reluctant to install centralized systems although they may make return periods shorter.
7
•
The establishment of some concepts is essential to the implementation of viable financing
mechanisms: certification (of buildings, emissions, and savings), information and awareness, copayment and incentives from the government (either by tax reduction fees, subsidies, etc.).
•
Less than 0.00085% of Spanish GDP or less than 0.0028% of the Spanish public spending is
aimed at the refurbishment of homes and buildings. The leading countries in the EU urban spend
over 2% of GDP on public housing policy.
•
City ordinances have many mechanisms to promote actions on energy efficiency of homes.
05 ANEXX Questionnaire results
•
Participation fee to date 28.09.2011: 60% of meeting attendees
•
Results:
Tick those financing mechanisms that you know:
Clean Development Mechanism (CDM)
Joint Implementation
Emissions Trading
The Carbon Fund for Europe (CFE)
Schemes with Tradable Certificates for Energy Savings (TCES) or White Certificates
Public Grants
Voluntary Agreements (Self Regulation)
Revolving Fund
Structural Funds
EU- JESSICA
THIRD PARTY FINANCING – Energy Performance Contracting
Soft Loans
Loan guarantee
Public Benefit Charge - taxation
Renewable Heat Incentive (RHI)
Asset based Incentives
EIB and CEB loans
EBRD loans
QUESTION 01
23%
8%
77%
31%
31%
100%
15%
15%
85%
54%
77%
62%
38%
23%
23%
23%
0%
69%
31%
8
Tick those funding mechanisms that you know some examples of application in our region:
Emissions Trading
Public Grants
Revolving Fund
Structural Funds
EU- JESSICA
Soft Loans
Loan guarantee
EIB and CEB loans
EBRD loans
QUESTION 02
0%
0%
0%
0%
0%
85%
15%
0%
77%
15%
23%
31%
23%
15%
0%
0%
0%
15%
0%
Tick those financial mechanisms that could be used in our region in order to create a leverage effect on
the financing of energy retrofit projects in low income housing:
Emissions Trading
Public Grants
Revolving Fund
Structural Funds
EU- JESSICA
Soft Loans
Loan guarantee
EIB and CEB loans
EBRD loans
QUESTION 03
0%
8%
15%
15%
15%
77%
38%
31%
46%
62%
54%
77%
8%
15%
23%
38%
0%
31%
0%
9
Tick two financial mechanisms considered by you the most viable in energy retrofit sector to enhance this
market in our region:
Emissions Trading
Public Grants
Revolving Fund
Structural Funds
EU- JESSICA
Soft Loans
Loan guarantee
EIB and CEB loans
EBRD loans
QUESTION 04
0
0
0
0
0
54%
0%
8%
31%
15%
38%
23%
0%
8%
0%
15%
0%
0%
0%
Tick those funding mechanisms that can be considered adequate to implement in the pilot project:
Emissions Trading
Public Grants
Revolving Fund
Structural Funds
EU- JESSICA
Soft Loans
Loan guarantee
EIB and CEB loans
EBRD loans
QUESTION 06
0
0
0
0
0
54%
8%
31%
23%
23%
15%
15%
46%
0%
0%
8%
0%
8%
0%
10
06 ANEXX Meeting pictures

01TMG Minutes_IVE - Elih

Transcription

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