Training module EPC facilitators A role to play

Training module EPC facilitators A role to play This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 1

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’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 2

Role and added value of EPC Facilitators • EPC Facilitators can support the demand side in modernizing buildings and making them energy efficient, e. g. with: – – – – Project- and process management Collection of data Baseline development Technical and energetic knowledge (KPI’s) Tender preparation Selection and contracting of winning ESCO Legal advice Monitoring and verification This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 3

National pools of qualified EPC facilitators • Role of the facilitator: Mediator between owner/client, (user/client) and ESCO • 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’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 4

ESCO Market Participants and role of Facilitators ESCO (supply side) Market Facilitator (Intermediary) Client (Demand side) Technology Suppliers, construction, operation & maintenance Gas, fuel, oil, solar, woodchips Legislation Laws, procurement, technical rules Supply (MWh) or Savings (NWh) incl. function, performances + price guarant. EEs Effiency & Renewables markets Structuring of projects EPC facilitators Energy Service Company Know-how Engineers, architects, consultants, innovation client Money Equity capital, loans, TPF, subsidies Source: Jan W. Bleyl, 2011, IEA-DSM Task 16 Innovative Energy Services This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 5

‘Facilitators’ as Enablers and Link between Clients and ESCO Energy efficiency Supplyers Facilitator as Intermediary ESCOs Project goals, feasability, ‘make or buy’? Finance, subsidy programs Project structuring, business model Consultants, Engineers, Architects, … Legal structuring, ESCO contract Manufacturers, Technologies, … Client (potential) client Financial structuring, subsidies Tender documents, procurement Proposal evaluation, contract award M & V + quality assurance, mediation This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Source: Jan W. Bleyl, 2013, IEA-DSM Task 16 Innovative Energy Services Add date 6

Quality criteria for EPC facilitator pools Preparation phase Tendering phase ► 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 This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 7

Criteria Preparation phase Technical skills • Knowledge of energy & indoor climate KPIs • Knowledge of HVAC systems • Knowledge of M&V Financial skills • Financial conditions • Dividing risks and risk management Legal skills • Legal conditions • National law • Procurement • Contracting conditions Project skills • Process manager internal and external Social skills • Excellent communicator • Independent and reliable This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. Tendering phase Technical skills • Financing models • Legal and juridical aspects • Procurement, selection, contracting • M&V Measurement and Verification • Arrangements for disputes (Bonus/malus) www. guarant. EE-project. eu Add date 8

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’s Horizon 2020 research and innovation programme under grant agreement No 696040. Assignment Client (State, hospital, etc…) Technical-economic requirements Negotiations Independent EPC facilitator Energy Saving guarant. EE Contract www. guarant. EE-project. eu Add date Energy saving partner ESCO 9

Self declaration * An EPC-Facilitator should: q Support and adhere the Guarant. EE EPC facilitators criteria q Support and adhere the values and principles of the Transparense EPC Code of Conduct q Read the EESI 2020 EPC Facilitators Guideline and operate according to these principles q Publish a Track record: q Contact information q Professional education and expertise q Realised EPC projects, with references and links q Alternatively: Relevant EPC Facilitator trainings completed q Declaration of intention for continuously develop and train EPC Facilitator skills, e. g. follow Guarant. EE trainings / webinars * Disclaimer: Only the signatories themselves are responsible for the correctness of the data provided. There will be no formal accreditation or control. * Registration is for natural persons only (senior consultant; no consultancies). This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 10

Online Pre-Check for Energy Performance Contracting http: //epccheck. eu This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No 696040. www. guarant. EE-project. eu Add date 11