This document proposes extending the work of IEA-DSM Task XVI to further develop energy services and demand response markets. It outlines the objectives, structure, and activities of the proposed extension. The key objectives are to continue supporting the development of energy service company (ESCO) markets, design innovative ESCO models, and elaborate business models for demand response services. The proposed structure includes national implementation activities, an expert platform, think tanks on various topics, and dissemination of results.

1. Task XVI
”Competitive
Energy Services”
www.ieadsm.org
IEA-DSM, Task XVI:
IEA-
“Energy Efficiency and
Demand Response Services”
Services”
Presentation at IA Day
Dec. 6th 2011, Brussels
Lieven Vanstraelen
EnergInvest/Fedesco Knowledge Center Expert
Belgium
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 1
Background and Motivation
Worldwide, concrete energy saving targets have been
declared. But what are the appropriate instruments to
bring energy efficiency and demand response to the
end-users?
Now and for the foreseeable future there is an urgent need
to conclude and support all suitable political, regulatory and
market based instruments for the implementation of
Energy Efficiency, Demand Response and Renewables.
Task XVI extension wants to contribute by further developing
innovative Energy-Contracting (ESCo) tools, projects
and markets.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 2
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2. Participating Countries, Experts and Contacts
1. Austria: Jan W. Bleyl (Operating Agent), Daniel
Schinnerl (Grazer EA)
2. Belgium: Lieven Vanstraelen (EnergInvest, Fedesco
KC, BELESCO), Johan Coolen (Factor4, Fedesco KC)
3. Germany: RWE
4. India: Ramaswamy Srinivasan (Bureau of Energy
Efficiency)
5. Netherlands: Ger Kempen (Essent)
6. Spain: Andrés Sainz Arroyo (Red Electrica), Ana
Fernandez (Hitachi), Borja Herrero (Hitachi)
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 3
Overall Objectives of Task XVI (Extension)
1. Continue the IEA DSM Energy Services Expert Platform
2. Support and follow up country specific national
implementation activities in order to foster ESCo market
development
3. Design, elaborate and test innovative Energy-Contracting and
financing models and publish them
4. Elaborate and assess business models for Demand Response
energy services
5. Use the expert platform as a competence centre for energy and
demand response services for international and national
dissemination and assistance services (e.g. coaching, training
courses, publications) in the field of Energy-Contracting and to
contribute to an “IEA DSM Centre of Excellence”
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 4
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3. Some Task XVI Outputs for Stakeholders
1. How to communicate Energy Efficiency and
Energy Contracting?
2. Financing options for ESCo projects
3. New ESCO models for Comprehensive refurbishment of
buildings
4. Manual for Procurement of ESCo projects
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 5
IEA DSM Task XVI: Structure and Subtasks
IEA DSM Energy Services Expert Platform
Kick off +
National Stakeholder WS Think Tank DR-Services
Implementat. (Innov. models)
Activities
• Market • Standard • Market Dissemination
development contracts and analyses
• Stakeholder workshops
• National target procedures • Capacity
groups • Presentations & conferences
ES Expert Platform • Market/project markets
• Capacity Regular meetings facilitators • Publications, manuals
• DR solutions
building + WS’s • Outsourcing vs. • Coop.& project coaching
• Business
• Model projects “in-house” cases •…
•… •…
(NE’s decide)
ES Expert Platform
Final meeting
+ Stakeholder WS
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4. IEA-DSM Energy Services Expert Platform
(Subtask 13)
Presentation of national implementation activities progress and
problems, coaching and feedback, exchange of information (NE’s)
Internal Workshops: Presentations and discussion of results from
Demand Response business models (OA+NE’s)
Internal Workshops: Presentations and discussion of results from
think tank (OA)
Stakeholder Workshops: Discussion of relevant Energy-Contracting
topics and presentation of results of Task XVI (Host NE with OA)
Mutual assistance and coaching for all stages of project development
and implementation (OA, NE)
Networking: Information and communication activities, contacts to
interested par-ties, participation in workshops (OA, NE)
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 7
New Think Tank Topics (Subtask 14)
The preliminary selection of Think Tank topics are:
Instruments for developing the market: Simplified and standardized
contracts, procedures and products, communicating with customers …
The role of independent program and project facilitators for project
and market development
Outsourcing versus standard in-house implementation: Why should
a potential ESCo customer start outsourcing and buying integrated ser-
vices and let go of standard in-house implementation (procuring se-
parate planning services, equipment, operation&maintenance … )?
Comparison and further development of ESCo business models:
ESC, EPC, IEC …
Final selection and shaping by national experts.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 8
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5. Demand Response Energy Services
Business Models (Subtask 15)
Activities:
1. (Potential) customer market analyses: Identification of suitable
electricity customers and DR-potentials in industry and other large
customers in the commerce and tertiary sector (based on existing
national and international studies)
2. Balancing power/capacity markets: Analyses of existing markets and
products and their regulatory environment as well as measurement and
verification issues
3. Technical DR-solutions: Availability, feasibility and standard
calculation/cost
4. Preparation of DR business cases for potential market players with a
particular focus on ESCos based on the previous three tasks
Since demand response services may not be on the agenda of every
participating country, the participation in this subtask is not mandatory.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 9
Coaching of National Implementation
Activites (Subtask 16)
The design of the national activities will vary, depending on the country
specific market situation for energy efficiency (from “reinforcing the basics,
capacity building to specific market segment development activities and
model projects).
Activities:
1. Organisation and management of NIA sessions and reporting (OA)
2. Provision of templates and tools for NIA reporting and follow up (OA)
3. National implementation activities (NE’s)
4. Coaching and input for NIA’s (OA)
Already ongoing national activities can be integrated into this national work
package.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 10
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6. Dissemination (Subtask 17)
Activities:
Minimum of three Task XVI international presentations per year on
innovative Energy-Contracting issues (OA)
Minimum of three publications of Task XVI results in relevant
conferences, proceedings, journals or book contributions (OA)
Six national stakeholder workshops: Discussion of relevant Energy-
Contracting topics and presentation of results of Task XVI (Host national
expert with OA)
Initiating joint projects and services with international organisations and
further IEA and non IEA countries (OA)
Offering assistance and coaching for project development and
implementation as well as expertise for seminars and workshops
organised by other actors (OA)
IEA DSM Spotlight, annual report …
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 11
Reasons to continue Task XVI
Task XVI Energy Services Expert Platform has worked
successfully over the last six years. It will continue to serve
the national experts exchange and networking, to support
national implementation activities and communication with their
stakeholders and to provide access to innovative and
competitive Energy service models and tools from the Think
Tank.
A new topic will be demand response services as a possible
answer to cope with an increasing demand for network capacity
services induced by the increasing integration of fluctuating
renewable supply sources. We will investigate, if DR services
can be implemented through ESCos and create an additional
income stream in their projects.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 12
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7. Reasons to continue Task XVI (cont’d)
Further research is needed in a number fields on the way to
more competitive energy service products and market
development (c.f. Think Tank description (subtask 14)).
Task XVI has received considerable interest in its
previous work, expressed in a wide variety of invitations to
conferences, workshops to more than fifteen IEA as well as
non IEA countries. Also the task work itself benefits from
feedback on its publications. This international and
national dissemination activity of IEA DSM work should
be taken further and will also enhance the visibility of the
IEA DSM programme as a whole.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 13
Expectations and Results
Know-how and capacity building on innovative and competitive
Energy-Contracting and financing models and support tools from the
Think Tank
Mutual feedback, coaching and experience exchange for country spe-
cific market development activities (NIA’s)
Developing and assessing business models for Demand Response
energy services
Enlarging national and international markets for ESCo and demand
response services and developing business opportunities for nationally
and internationally acting ESCOs
Last but not least networking with innovative ESCo market players may
be considered as an added value.
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 14
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8. Task XVI Extension Schedule
end of current Task XVI Task XVI-extension
2012 2013 2014 2015
Task XVI Subtasks Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
13 IEA DSM Energy Services Expert Platform
Expert Meetings + Stakeholder Workshops
14 Think Tank (Innovative Models + Support Tools)
Publications / Manuals / Tools
15 Demand Response Business Models
Publications
16 National Implementation Activities
17 Dissemination
18 Management & Reporting
Task XVI Meeting and Stakeholder Workshop
Main Think Tank and Demand Response publications
ExCo Meeting
ExCo reporting: PMD, annual and EoT
The Task XVI extension is planned for a period of 3 years
starting in July 2012 and ending in June 2015.
Cost Sharing Budget
(in Euro, netto, based on 5 participants)
Subtasks Days Cost [€]
Personal cost:
13 IEA DSM Energy Services Expert Platform 48 38.400
14 Energy Services Think Tank 70 56.000
15 Demand Response ES Business Plans 45 36.000
16 Coaching of National Implementation Activities 15 12.000
17 Dissemination 40 32.000
18 Management & Reporting 60 48.000
Personal cost subtotal: 278 222.400
Travel: 28.000
Other cost (meetings, printing …): 9.000
Total Cost (for 3 yrs): 259.400
 Grazer Energieagentur GmbH  Task XVI Status Report to ExCo. South Korea, November 3rd 2011 16
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9. Cost Sharing of Task XVI Extension
# of Countries Participating
Country contributions per year (over 3 yrs) 5 6
Each country participating (including OA) 15.000 €/a 13.750 €/a
Add. contribution from OA 34.400 € 11.900 €/a
With every additional country, the cost share for each partner is further
reduced by 750,-€/year.
The additional resources available with more participants will, in
accordance with the countries participating, be used for additional
information activities, further elaborations in the think tank and for the
higher expenses of managing the task.
 Grazer Energieagentur GmbH  Task XVI Status Report to ExCo. South Korea, November 3rd 2011 17
Task Sharing of Task XVI Extension
Each country will be required to:
to provide expert time of approx. 1-2 person-months a year
to attend six meetings/workshops of the ES-platform and prepare for it
to host 1 meeting/workshop during the lifetime of the task-extension,
to carry out its national implementing activities and
to carry out demand response research activities (if participating in
subtask 15).
Participation may involve funding already allocated to other national
activities, which falls substantially within the scope of work to be
performed under this Task.
 Grazer Energieagentur GmbH  Task XVI Status Report to ExCo. South Korea, November 3rd 2011 18
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10. Belgium: Task Financing & Extension
Currently (2009-2012)
Year 1 = FOD Economie (15 k€)
Year 2 & 3: Fedesco (24 k€ + participation & travel costs)
+ BELESCO (6 k€ )
Task Extension (2012-2015)
No financing yet !
Fedesco, EnergInvest & Factor4 have confirmed there strong interest to
continue to represent Belgium, but are interested to have other
organizations join
This Task is a key contribution to the development of the Belgian (and
Flemish, Walloon and Brussels) ESCO and EPC markets)
But we need to raise between 50 k€ en 75 k€
 Grazer Energieagentur GmbH  Task XVI Status Report to ExCo. South Korea, November 3rd 2011 19
Task XVI
”Competitive
Energy Services”
www.ieadsm.org
We need you….!
Thank you
for your support and
of IEA DSM Task XVI!
 Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 20
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11.  Grazer Energieagentur GmbH  Task XVI: Proposal for Extension of Task Work Plan to ExCo. South Korea, November 3rd 2011 21
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