AFTER IEE-10-344 SI2.589424 - D2.2 - Typology Lists

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    ADAPTED

    TYPOLOGY LISTS

    FOR THE 5 TYPES OF ESM

    D2.5

    D2.6

    The sole responsibility or the content o this publication lies with the authors. It does not necessarily reect the opiniono the European Union.

    Neither the EACI nor the European Commission are responsible or any use that may be made o the inormationcontained therein.

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    TYPOLOGY0. INTRODUCTION

    The typology list presents potential ESMs to includewithin the AFTER project.For every Work Package, scientifc leaders present

    both:

    - a general overview o the WP and its contentidentiying the systems and equipment impacted bya measure.

    - proposals or Energy Saving Measures related to thesystems

    The typology list presents a diversity o energy savingmeasures included in AFTER. Its objective is to helpparticipants to identiy what are their experiences,with a common ramework and vocabulary.

    The typology list provides an adapted and contextualtranslation o the global methodology or the 5types o ESMs connecting them with the impactassessment ramework presented in the AFTERHandbook.

    The AFTER Typology list provides aramework to identiy and assess EnergySaving Measures related to the managementand maintenance o the housing stock.The Typology list gives an overview o thepotential investment to improve the energyeciency in the buildings. ESMs and relatedindicators are provided or every Workpackage.

    WP3: OPERATING MANAGEMENT

    WP4: RUNNING MAINTENANCE

    WP5: REPLACEMENT OF SYSTEMS

    WP6: RECENTLY REFURBISHED BUILDINGS

    WP7: RECENT LOW ENERGY BUILDINGS

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    TYPOLOGY1. WP3 : OPERATING MANAGEMENT

    WP3 Operating Management is specicallydedicated to E.S.M. related to the operatingmanagement o the housing stocks by theS.H.O. It ocuses on the improvement o thecontractual ramework o the operatingmanagement.

    Most o these measures have been identifed inthe rame o the IEE BeawareE project serviceinventory(Campaigns, Consulting or the housingsector, Empowerment, Energy inormation, Energymonitoring, Exhibitions and events, Face to aceadvice, Financing and consultation, Low costincentives, Training orums, Web tools) but neither

    their efciency on the long term nor the link with therent contract has been studied in detail.

    Corresponding ICT solutions to improve the energyawareness o the end customers and/or theperormance o the operating subcontractors willbe studied i their use is a consequence o the ESM(e.g. the monthly invoicing o the customers energyconsumptions).

    The scope o the WP 3 investigates two dimensionswith two dierent kinds o stakeholders:

    1. The contractual relations with the heatingproviders and the acility management companies:These contractual ESM can present dierent orms,AFTER will evaluate the perormance o the most

    recent and the most practiced (e.g.: contract withheating systems maintenance companies including aproft-sharing scheme i contractual energy savingsobjectives are reached, energy perormance contractwith third party fnancing to fnance energy savingsinvestments,)

    2. The contractual relations with the end customer(the tenants or the inhabitants) and the energyawareness ESM activities which should beimplemented to secure these contractual relationsIn most o the E.U. countries, new legislationsare adopted which authorize the sharing o theinvestment costs between the tenants and the SHOwhen a signifcant upgrade o the energy efciency isfnanced. The contractual relations with the tenantsare changing. Some management problems arearising notwithstanding how to guarantee in thecontract the energy perormance co-fnanced bythe end-users and how these guarantees shouldbe associated with the implementation o EnergyAwareness Measures.

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    ENERGYINFORMATIO

    N

    energy campaign

    toward tenants

    energy campain

    for caretakers

    CAMPAINS/EVENTS

    ENERGY MANAGEMENT

    WP3

    tenant education

    tenant handbook

    tenant information

    subcontractor

    education

    personal advising

    cost information

    energy monitoring

    web tools

    ENERGY INFORMATION

    staff organization

    individual billing /

    heat cost allocators

    contract review

    performance contracting

    energy efficiency financing

    resident particpation in refurbishment project

    TYPOLOGY1. WP3 : OPERATING MANAGEMENT

    WP3 Operating Management overview o themain types o ESMs.

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    WHAT DO WE MEAN BY ENERGY INFORMATION ?

    PARTICIPATION IN R EFURBISHMENT PROJECT Interviews, meetings.

    ENERGY CAMPAIGN FOR CARETAKERS Any event to involve caretakers in energy efciency : seminar, competition, ...

    WHAT DO WE MEAN BY ENERGY MANAGEMENT ?

    TENANT EDUCATION Training provided to residents advisory committee to tenants through climate ambassador, to a local energy network.

    TENANT HANDBOOK Ventilation maintenance manual or tenants, manual or new tenants, manual or high efciency dwelling,

    TENANT INFORMATION Energy personal letter, best practice display in lobby, energy certifcate.

    SUBCONTRACTOR EDUCATION Ventilation manual or caretakers, training or subcontractors.

    PERSONAL ADVISING Personal visit, low energy advisor, advice on efcient light bulbs, advice on domestic appliances.

    COST INFORMATION Inormation on energy bill, comparative energy bills.

    ENERGY MONITORING Individual metering, individual monitoring with thermostatic valves, smart metering, interactive energy box,

    electric load shedding box, energy consumption display, top ten consumption dom estic appliances list.

    WEB TOOLS Online energy consumption check, energy saving measure web portal, energy efciency calculator.

    STAFF ORGANIZATION Energy manager

    INDIVIDUAL BILLING Heat cost allocators, individual bill

    CONTRACT REVIEW Maintenance contract review, energy supply contract review

    PERFORMANCE CONTRACTING Energy saving sharing contract, energy supply contract review.

    ENERGY EFFICIENCY FINANCING Energy efciency third party fnance, energy efciency tenant contribution.

    WHAT DO WE MEAN BY CAMPAINS & EVENTS ?

    ENERGY CAMPAIGN TOWARD TENANTS Climate campaign, community events on energy savings, energy efciency week, climate competition, demonstra-

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    cost o investment

    sta costs involved

    service provider costs

    diusion (scale, time range)

    design (readibility, ormat, support)

    description o the content(complexity o the inormationdelivered, directivity o theintervention recommanded,orientated toward the characteristics

    o the individual dwelling)public targeted

    tenants satisaction

    evolution o the tenants rent + bill

    ENERGY MANAGEMENT energy supply prices

    maintenance costs

    contractual clauses analysis

    sta costs involved

    service provider costs

    evolution o the tenants rent + bill

    ENERGY MANAGEMENTENERGY INFORMATION /CAMPAINS & EVENTS

    TYPOLOGY1. WP3 : OPERATING MANAGEMENT

    CHECKLISTEXAMPLE OF ASSESSMENT INDICATORS

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    TYPOLOGYWP4 : RUNNING MAINTENANCE

    WP4 Running Maintenance is specicallydedicated to ESM related to the runningmaintenance o the central heating andventilation systems managed by the SHO.

    2. To compare the perormance o the recentequipments (with the last 5 years) and their economicperormance (kwh/m saved per year per Euroinvested) in order to prioritize the interventions o therunning maintenance.

    3. The prevention o the misuse o the ventilationsystems by the tenants. Due to an increase o theenergy prices, the tenants tend to seal the vents(e.g. the vents in the window rames) is increasing inparallel. It creates a lot o problems (e.g. moistures)and impacts the energy perormance o buildings.It becomes an important problem to identiyequipments which cant be sealed by the tenants andhave the capacities to ensure a permanent quality oventilation.

    The running maintenance ESM are most o the timesubcontracted to heating providers and FacilityManagement companies. It deals usually with lowcost measures like the balance and the regulation othe heating systems, the insulation and the cleaning

    o the hot water pipes, the maintenance o the boilersand the substations. These low cost measures haveusually a short return on investments and are highlyproftable.The WP4 have three felds o investigation.

    1. To assess the recent maintenance systems. Duringthe last decade, a lot o investments have beendone in the replacement o heating systems (e.g.generalisation o the boilers with condensation).The replacements were coupled with new ICT online maintenance systems. The project AFTER

    will pay a particular attention to the most recentmonitoring systems in order to assess i theycontribute to a more preventive approach o therunning maintenance reporting more precisely theailures o an equipment ( e.g. a valve, a decreasingquality o the regulation, etc.). The project AFTER willassess the energy savings gained with a just-in-timemaintenance.

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    AC SYSTEM

    HEATING SYSTEM

    generation

    storage

    distribution

    auX. energy

    LIGHTENING

    IN COMMON SPACES

    ELEVATORS

    generation

    storage

    distribution

    auX. energy

    DHW SYSTEM

    VENTILATION

    ENERGY

    MANAGEMENT

    SYSTEMS

    generation

    storage

    distribution

    auX. energy

    WP4

    TYPOLOGYWP4 : RUNNING MAINTENANCE

    WP3 Running Maintenance overview o themain types o ESMs.

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    WHAT DO WE MEAN BY MAINTENANCE OF THE HEATING SYSTEM ?

    generation Replacement of the burner, cleaning boilers, boiler renovaon, opmized air-to-fuel rao, tesng equipment to detect and

    correct air losses, smoking, un burnt fuel losses, soong and high stack temperatures, dataloggers, detecon and repair of

    water and air leaks, install an automac blowdown system, check periodically the water chemistry and p rovide adequate water

    treatment, replace/clean lters, repair/replace valves, inspecon and cleaning of chimney

    storage Replacement of the warm water tank, replacement of insulaon of the warm water tank

    distribution Replacement of circulaon pumps, thermal insulaon of heang pipes, replacement of heang unit, hydraulic balancing of theheang system, change of regulaon in district heang staon, replacement of pipes, detecon and repair of water and air leaks,

    check obstrucons, leaks, insulaon in du cts, check/clean volume dampers, check thermostat sengs

    auX. energy installaon and use of data loggers (tracking auxiliary energies delivered to the system and opmizing the system

    WHAT DO WE MEAN BY MAINTENANCE OF THE EVELATORS ?

    new elevators, li regulaon (energy saving so start kits, speed modulators, etc...)

    WHAT DO WE MEAN BY MAINTENANCE OF THE DHW SYSTEM ?

    generation Replacement of decentral instantaneous water heater, cleaning the DHW tank, cleaning /replacement of heang coil, cleaning/

    replacement of heang element, reduce the maximum temperature of DHW boiler

    storage c ,

    distribution

    WHAT DO WE MEAN BY MAINTENANCE OF THE VENTILATION ?

    Replacement of lters in the venlaon system, renovaon of old venlaon system, measuring the pressure drop across the

    lter, coil cleaning, duct integrity evaluaon and repairs air leaks, cleaning and repairs/replacements of disabled dampers,

    cleaning and lubricaon of fans, straightening of exible ducts

    Hydraulic balance of DHW pipes, Install/Replace water-ecient shower/faucet heads and aerators

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    WHAT DO WE MEAN BY MAINTENANCE OF THE ENERGY MANAGEMENT SYSTEM ?

    Calibraon of sensors and actuators : outside air temperature, mixed air temperzture, return air temperature, discharge or supply

    air temperture, coil face discharge air temperatures, condenser entering water temperature, heang water supply temperature,

    wet bulb temperature or RH sensors, space temperature sensors, economizer and related dampers, cooling and heang coil val-

    ves, stac pressure transmiers, air and water ow rates, terminal unit dampers and ows

    WHAT DO WE MEAN BY MAINTENANCE OF THE AIR CONDITIONING SYSTEM ?

    generation Replacement of cooling system, chilled water temperature control, condenser water temperature control, check periodically the

    water chemistry and provide adequate water treatment, cleaning (condenser, evaporator, lters), change refrigerant, check refri-

    gerant lines for the leaks and insulaon damages

    distribution Detecon and repair of leaks, repair/replacement of pumps, improvement of insulaon quality, repairs of insulaon

    auX. energy Installaon and use of data loggers (tracking auxiliary energies delivered to the system and opmizing the system

    time range between the interventions

    water temperature(ESMs linked with heating and hot water)

    air to uel ratio (i need be)

    water chemistry check-in (i need be)

    pressure (i need be)

    electricity consumption or the system(i need be)

    testing material

    fow rates (or ventilation ESMs)

    heat output

    CHECKLISTEXAMPLE OF ASSESSMENT INDICATORS

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    TYPOLOGYWP5 : REPLACEMENT OF SYSTEMS

    WP5 Replacement o systems is specicallydedicated to the analysis and theoptimization o the ventilation, centralheating and water heating that have beenchanged in the 5 last years.

    Assessed buildings will be classifed ollowing simpletypologies regarding their shape and their date oconstruction (5 to 7 typologies, ollowing ESAM IEEproject methodology) as these elements are centrals

    when energy perormance and costs o works/maintenance are concerned. This will improve thepossibility to learn rom the analysis o the dierentinterventions.

    The objective o this WP is to assess theenvironmental, economic and social perormanceo the replacement o a system by a new one and, ina second time, to elaborate optimization scenarios

    to improve the energy perormance o the buildingsthat are concerned by such actions through O&Mimprovement and tenants empowerment measures.Assessment methodology regarding systemreplacement developed in the rame o the ScientifcManagement (WP1) will be used to evaluate theimpact o these actions (hereinater mentioned asESM).

    These ESM regarding systems have been separatedrom the ESM linked to punctual retroftting actionsas they are very dierent in terms o:

    - Occurrence: systems take generally around 15 yearsto recoup (due to their lie time) whereas investmentson the shell take rom 30-40 years to recoup.

    - Skills required: the sta that manage the heating,water heating and ventilation systems are specialists;they are part o the maintenance departmentwhereas the personnel managing retroftting are parto the development and retroftting department.

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    heating boiler

    heat distribution pipes

    district heating substation

    heat distribution pump

    HEATING UNITS (RADIATORS)

    GROUND HEAT PUMPS (GENERATOR)

    cogeneration system

    heating solar panels

    HEATING

    dhw boilers

    dhw tank

    dhw distribution pipes

    dhw solar panels

    dhw distribution pump

    DHW SYSTEM

    VENTILATION

    photovoltaic panel

    lighting system

    LIGHTING

    WP5

    TYPOLOGYWP5 : REPLACEMENT OF SYSTEMS

    WP5 Replacement o the systems overview othe main types o ESMs.

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    WHAT DO WE MEAN BY REPLACEMENT OF HEATING SYSTEMS ?

    heating boiler Old boilers replaced by new ones (convenonnal boiler to combinaon boi ler or condensing one, steam trapping systems)

    heat distribution pipes Old distribuon heat pipes relaced

    district heating substation District heang substaon replaces old boiler. Old district heang staon is replaced with new one. One distric heang

    substaon serving several buildings is replaced by several district heang substaons.

    heat distribution pump Old distribuon heat pump replaced or new one installed (coecient of performance, new model)

    WHAT DO WE MEAN BY REPLACEMENT OF DHW SYSTEMS ?

    Old boiler replaced by new one (combinon boiler, etc...)

    HEATING UNITS RAD IATORS Old distribuon heang units replaced or new ones installed (energy-saving heaters, heatkeeper materials)

    GROUND HEAT PUMPS GE NERATOR Ground heat pump installed

    cogeneration system Cogeneraon system installed

    heating solar panels Solar panels for heang installed

    dhw boiler

    dhw tank

    dhw solar panels

    dhw distribution pump

    DHW water tank replaced by new o ne (from horizontal to vercal, solar water heang, dierent coecient of performance)

    Solar panels for DHW installed

    Distribuon water pipes replaced

    WHAT DO WE MEAN BY REPLACEMENT OF THE GLOBAL VENTILATION SYSTEM ?

    Old venlators replaced or new system with heat recovery installed (insuaon, energy recovery venlators, etc...)

    WHAT DO WE MEAN BY REPLACEMENT OF THE LIGHTING SYSTEM ?

    Photovoltaic panels installedphotovoltaic panel s

    lighting system Replacement of lighng system (individualized commands, mers, etc...)

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    TYPOLOGYWP5 : REPLACEMENT OF SYSTEMS

    type o boiler

    energy carrier consumption

    heat output/powering

    temperature o water in the system

    polluting elements production

    electricity consumption or the system

    REPLACEMENT OF HEATING SYSTEM

    CHECKLISTEXAMPLE OF ASSESSMENT INDICATORS

    REPLACEMENT OF VENTILATION SYSTEM

    fow rates

    humidity

    electricity consumption or the system

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    TYPOLOGYWP6 : RECENTLY REFURBISHED BUILDINGS

    WP6 Recently reurbished buildingsis specically dedicated to the pastinterventions on existing buildings.Global retrotting (intervention on the

    shell and on the systems) and punctualinterventions on the shell (replacemento the windows, partial insulation,) willbe considered and hereinater designatedas ESM-, ocussing on the most recentinterventions (less than 5 years) but alsointegrating in the scope some older butrelevant measures. The project ocuses onbuildings with central heating.

    interventions were very almost systematic beore theEPBD certifcates but without a large scale analysis othe actual impact on the energy consumption o thebuildings ater the end o the building works.

    - Very recent experimentations (e.g. to reach theenergy perormance o a new passive house) o globalretroftting or which the post-investment costshavent been truly assessed as the interventions wereconsidered as experimental.

    Same building typologies as in WP3 will be usedto segment the analysis and improve the transerpotential o the lessons learnt rom these pastexperiences

    The objective o this WP is to assess o theenvironmental, economic and social perormanceo the ESM implemented on old buildings (exceptsystems replacement) and, in a second time to

    elaborate optimization scenarios or these existingbuildings through O&M improvement and throughtenants empowerment. Assessment methodologyregarding low energy new buildings developed in therame o the Scientifc Coordination (WP2) will beused to evaluate the impact o the ESM.

    The observation o retroftted buildings is one o thecore actions o the project. Actually, as described inthe Overview on the starting point o the proposedaction, SHO, encouraged by their National HousingFederations, by the European, National and localauthorities and by the market, are planning important

    investments or the next 5-10 years to retrofttheir housing stock.. In order to build up realisticstrategies and to improve their ambitions in terms oenergy savings, SHO need to improve the knowledgeo the past experiences, especially regarding:

    - Punctual interventions on the shell (north aadeinsulation, replacement o the windows, etc.) thatwere made without previous energy audits. These

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    ROOF

    ATTIC

    EXTERNAL CARPENTRIESGABLESEXTERNAL

    SHELL

    FACADES

    WINDOWS

    CEILING

    GLOBAL

    RETROFITTING

    WP6

    TYPOLOGYWP6 : RECENTLY REFURBISHED BUILDINGS

    WP6 Recently reurbished buildings overviewo the main types o ESMs.

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    WHAT DO WE MEAN BY INSULATIONS ?

    roof Flat roof insulaon replacement. External insulaon roof. Slooping roof insulaon. Insulaon roof. Thermal insulaon of roof

    (materials, inverted insulaons, vegetalizaon, etc...)

    attic Ac insulaon

    eXternal carpentries External carpentries replacement

    gables External insulaon gables

    ceiling Celling insulaon (modus operandi et me, thermal bridge control, surface modicaon, etc...)

    eXternal shell External shell insulaon (good pracces during the investment phase, maintenance of the materials, prefabricated soluons, etc...)

    facades Facades internal insulaon. Insulaon of the facade (14-10-30 cm)

    eXternal External thermal insulaon. External insulaon/TFF2a. Externel insulaon/DV45

    WHAT DO WE MEAN BY GLOBAL RETROFITTING ?

    Total renovaon - upgrading to low-energy housing

    New windows (frames , glazing, following of the using pracces, integraon of the venlaon ?windows

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    insulation material

    insulation technique

    insulation tightness

    R-value

    thermal bridges

    humidity

    CHECKLISTEXAMPLE OF ASSESSMENT INDICATORS

    indoor temperature

    humidity

    electricity consumption or the system

    TYPOLOGYWP6 : RECENTLY REFURBISHED BUILDINGS

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    TYPOLOGYWP7 : RECENT LOW ENERGY BUILDINGS

    WP7 Recent low energy buildings isspecically dedicated to the most recentconstructions; low energy buildings builtin the last 5 years, both individual and

    collective buildings. For the needs othe project, low energy buildings can beroughly dened as a building consumingless than 50 kWh o nal energy /m2 oliving surace or heating, ventilation andhot water.

    interventions were very almost systematic beore theEPBD certifcates but without a large scale analysis othe actual impact on the energy consumption o thebuildings ater the end o the building works.

    - Very recent experimentations (e.g. to reach theenergy perormance o a new passive house) o globalretroftting or which the post-investment costshavent been truly assessed as the interventions wereconsidered as experimental.

    Same building typologies as in WP3 will be usedto segment the analysis and improve the transerpotential o the lessons learnt rom these pastexperiences

    The objective o this WP is to assess o theenvironmental, economic and social perormanceo the ESM implemented on old buildings (exceptsystems replacement) and, in a second time toelaborate optimization scenarios or these existing

    buildings through O&M improvement and throughtenants empowerment. Assessment methodologyregarding low energy new buildings developed in therame o the Scientifc Coordination (WP2) will beused to evaluate the impact o the ESM.

    The observation o retroftted buildings is one o thecore actions o the project. Actually, as described inthe Overview on the starting point o the proposedaction, SHO, encouraged by their National HousingFederations, by the European, National and localauthorities and by the market, are planning important

    investments or the next 5-10 years to retrofttheir housing stock.. In order to build up realisticstrategies and to improve their ambitions in terms oenergy savings, SHO need to improve the knowledgeo the past experiences, especially regarding:

    - Punctual interventions on the shell (north aadeinsulation, replacement o the windows, etc.) thatwere made without previous energy audits. These

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    roof

    walls

    foundation

    INSULATION

    BUILDING

    ORIENTATION

    PHOTOVOLTAICS

    sun protection

    solar yields

    WINDOW & FRAMES VENTILATION

    AND HEAT RECOVERY

    calorific value boiler

    heat pump

    combined heat and power

    biomass and other renewable sources

    auXiliary energy

    HEATING SYSTEM

    insulation

    SOLAR

    THERMAL

    INSTALLATION

    WP7

    TYPOLOGYWP7 : RECENT LOW ENERGY BUILDINGS

    WP7 Recent low-energy buildings overview othe main types o ESMs.

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    WHAT DO WE MEAN BY BUILDING ORIENTATION ?

    Assessment of the building orientaon eects

    WHAT DO WE MEAN BY VENTILATION AND HEAT RECOVERY ?

    Cleaning and maintenance of the double ux venlaon, etc...

    WHAT DO WE MEAN BY PHOTOVOLTAICS ?

    Assessment of the photovoltaic protability, maintenance operaons, changing pieces, etc...)

    WHAT DO WE MEAN BY INSULATIONS ?

    roof

    Materials, Assessment of the insulaon eciency (test/soluon for air leaks), inspecon of the thermal enveloppe, training/

    formaon/coordinaon between the dierent construcon workers, etc...)walls

    foundations

    WHAT DO WE MEAN BY HEATING SYSTEM ?

    Assesment of the energy producon, maintenance and control of the system, calculaon of the heat from residents bodies, tests,

    ...

    calorific value boiler

    heat pump

    combined heat and power

    biomass and other renewable sources

    auXiliary energy

    WHAT DO WE MEAN BY WINDOWS ?

    Assessment of the eciency for protecon materials (insulated glazing), following of the frames implementaon, blinds,

    opmizaon of the solar gain, etc...

    insulation

    sun protection

    solar yields

    auXiliary energy

    WHAT DO WE MEAN BY SOLAR THERMAL INSTALLATION ?

    Assessmentment of the eciency for solar panels, hydrogen plants, etc...

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