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Energy Performance
Contracting in Slovenia
TAIEX-REGIO Workshop on Energy Performance Contracting Market Development in Public Sector:
Regulatory, Legal and Financial Challenges
Riga, 28. March 2019
Damir Staničić
Jožef Stefan Institute, Energy Efficiency Centre
Public Buildings Deep Renovation Programme
2
EUR
415
million
Planned investments (2016 -2023)
Cohesion Fund EUR 117,4 million (tendered 84%)
Floor area 1.8 million m2
EUR
88
million
32
EPC investments (2016 - 2018)
Cohesion Fund EUR 35 million
EPC projects (2016 - 2018)
Floor area 0.6 million m2
Energy savings 86 kWh/m2a; Renovation cost 158 EUR/m2
Public Buildings Deep Renovation Programme
3
Results Total
Number of projects 71 32 45% 39 55%
Total net floor area - Anet (m2
) 745.000 555.000 75% 190.000 25%
Eligible costs (mio€) 129 88 68% 41 32%
En. savings per Anet (kWh/m2
a) 75 86 115% 68 91%
Eligible costs per Anet (€/m2
) 172 158 92% 215 125%
EPC (PPP) Public procurement
Public Buildings Deep Renovation Programme -
Municipalities
4
Eligible
costs (mio €)
Co-financing
(mio €)
Total EPC PP Total EPC PP Total Total
2016 14 29% 71% ≈82.500 49% 51% 16,3 6,5
2017 13 31% 69% ≈105.000 78% 22% 19,5 7,8
2018 18 72% 28% ≈245.000 95% 5% 45,0 18,0
Results
Number of projects Total net floor area (m2
)
Deep Renovation of the Elementary School Idrija
and Health Centre Idrija
5
6
COMPREHENSIVE
ENERGY
(EFFICIENCY)
CONTRACTING
ESC
EPC
EPC LIGHT
GREEN EPC
EPC+ (SMEs)
SUSTAINABLE
ENERGY
CONTRACTING
2020 – 2030
EPC.SI Critical Success Factors:
Market development know-how transfer
COMFORT
CIRCULAR
ECONOMY
2001 – 2019
7 EPC.SI Critical Success Factors:
Policy & Legislation
EPC policy endorsed by the Ministry of Infrastructure (MoI), Ministry of
Finance and Government Office for Development and European Cohesion Policy of
the Republic of Slovenia
o NEEAPs & Long-Term Strategy for Mobilising Investments in the Energy
Renovation of Buildings (EED), EPC Guidelines, Operational Programme for the
Implementation of the EU Cohesion Policy 2014-2020
oOf-balance sheet treatment of EPC implemented as service concession under Public
Private Partnership Act, EUROSTAT statistical treatment check performed
oObligatory EPC test for public sector deep renovation investments
Leadership and governance
oImplementation led by MoI Project Office for the Energy Renovation of Buildings
EPC.SI Critical Success Factors:
NEEAPs as programming tool
8
EPC directly related measures
o H.1 Energy Performance Contracting
o G.9 Establishment of a guarantee scheme
o J.2 Financial incentives for the deep renovation of buildings in the public sector
o J.3 Introducing an energy management system in the public sector
o J.5 Public buildings energy renovation Projects Implementation Unit
EPC indirectly related measures
o H.3 Information, awareness-raising and training schemes for targeted public
o H.4 Education and training
o J.6 Support scheme for the renovation of built cultural heritage and other
special building groups
o J.7 Preparation of sustainability criteria for public buildings renovation
EPC.SI Critical Success Factors:
EPC Facilitators -> Projects Pipeline
9
Local Energy Agencies (bottom-up EPC market development)
European Local Energy Assistance (ELENA) – leverage factor of at least 20
1. ENERGY RENOVATION OF LJUBLJANA (EOL), EUR 1.1 million,
January 2013 – December 2016
2. ENERGY RENOVATION OF CITIES NOVO MESTO, CELJE, KRANJ (EOMO), EUR 1.8 million,
January 2016 – December 2019
3. PREPARATION AND MOBILISATION OF FINANCING FOR SUSTAINABLE ENERGY
INVESTMENTS IN PRIMORSKA REGION MUNICIPALITIES (PM4PM), EUR 2.3 million,
October 2016 – September 2019,
25 municipalities, 32 partners, 350 projects documents, projects pipeline EUR 54.0 million
4. GOVERNMENT DEEP ENERGY RENOVATION (GOVDER), EUR 1.9 million,
January 2018 – December 2020
EPC.SI Critical Success Factors:
Standardisation
10
 Instructions and technical guidelines for energy renovation of public buildings
 Instructions for operation of intermediary bodies and beneficiaries implementing public buildings energy
renovation programme
 Detailed guidelines for the public partners implementing public buildings energy renovation
 Call to public-private partnership promoters
 Decision on public-private partnership
 Concession act
 Call for tenders
 Model contract
 Model agreement
 Reference book of eligible costs of public buildings energy renovation
 Guidelines for energy renovation of built cultural heritage
http://www.energetika-portal.si/podrocja/energetika/energetska-prenova-javnih-stavb/projektna-pisarna/
EPC.SI Critical Success Factors:
Financing
11
National financing instruments in place
oCohesion grants to public bodies (blended)
oEnergy efficiency loans to public bodies or ESCOs (SID Bank)
o(Equity and quasy equity, green bonds)
International financing instruments used
oLoans to ESCOs
oESCOs equity financing
oForfeiting
oBridge financing
EPC.SI Future Developments:
Quality assurance scheme
12
QC1
QC2
QC3
QC4
QC5QC6
QC7
QC8
QC9
Energy
efficiency
service
quality
Quality of implementation of
technical energy efficiency
improvement measures
Savings guarantee
Verification of energy
savings
Value retention and
maintenance
Communication between the EES
provider and the client
Compliance with users‘
comfort requirements
Information and
motivation of users
Comprehensible contractual
stipulations for the definition of
specific regulatory requirements
Adequate analysis
www.qualitee.eu
EPC.SI Future Developments:
Financing instruments
13
OP ECP LTRS NEEAP
NEEAP – National Energy Efficiency Action Plan
LTRS – Long Term Renovation Strategy
OP ECP - Operational Programme for the
Implementation of the EU Cohesion Policy
SI

EPC.SI Future Developments:
EE Projects Facilitators Scheme/Platform
14
The most important determinants of quality in EPC projects www.guarantEE-project.eu
European Energy Service Award (EESA) 2019:
Best European Energy Service Project
15
Energy retrofit of public buildings in the City of Ljubljana:
The public tender for the energy retrofit included 48 buildings, among them primary schools,
sports centres and administrative buildings. 25 buildings were fully energy retrofitted, and 23
partly. Through proper insulation, energy efficiency measures, the introduction of energy
management systems and remote control for monitoring, the City of Ljubljana achieved financial
savings of €1 million per year and a total reduction in CO2 emissions of around 400,000 tons.
16
Thank you!
Damir Staničić
[damir.stanicic@ijs.si]
https://ceu.ijs.si/

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Energoefektivitātes pakalpojuma līgumi Slovēnijā

  • 1. Energy Performance Contracting in Slovenia TAIEX-REGIO Workshop on Energy Performance Contracting Market Development in Public Sector: Regulatory, Legal and Financial Challenges Riga, 28. March 2019 Damir Staničić Jožef Stefan Institute, Energy Efficiency Centre
  • 2. Public Buildings Deep Renovation Programme 2 EUR 415 million Planned investments (2016 -2023) Cohesion Fund EUR 117,4 million (tendered 84%) Floor area 1.8 million m2 EUR 88 million 32 EPC investments (2016 - 2018) Cohesion Fund EUR 35 million EPC projects (2016 - 2018) Floor area 0.6 million m2 Energy savings 86 kWh/m2a; Renovation cost 158 EUR/m2
  • 3. Public Buildings Deep Renovation Programme 3 Results Total Number of projects 71 32 45% 39 55% Total net floor area - Anet (m2 ) 745.000 555.000 75% 190.000 25% Eligible costs (mio€) 129 88 68% 41 32% En. savings per Anet (kWh/m2 a) 75 86 115% 68 91% Eligible costs per Anet (€/m2 ) 172 158 92% 215 125% EPC (PPP) Public procurement
  • 4. Public Buildings Deep Renovation Programme - Municipalities 4 Eligible costs (mio €) Co-financing (mio €) Total EPC PP Total EPC PP Total Total 2016 14 29% 71% ≈82.500 49% 51% 16,3 6,5 2017 13 31% 69% ≈105.000 78% 22% 19,5 7,8 2018 18 72% 28% ≈245.000 95% 5% 45,0 18,0 Results Number of projects Total net floor area (m2 )
  • 5. Deep Renovation of the Elementary School Idrija and Health Centre Idrija 5
  • 6. 6 COMPREHENSIVE ENERGY (EFFICIENCY) CONTRACTING ESC EPC EPC LIGHT GREEN EPC EPC+ (SMEs) SUSTAINABLE ENERGY CONTRACTING 2020 – 2030 EPC.SI Critical Success Factors: Market development know-how transfer COMFORT CIRCULAR ECONOMY 2001 – 2019
  • 7. 7 EPC.SI Critical Success Factors: Policy & Legislation EPC policy endorsed by the Ministry of Infrastructure (MoI), Ministry of Finance and Government Office for Development and European Cohesion Policy of the Republic of Slovenia o NEEAPs & Long-Term Strategy for Mobilising Investments in the Energy Renovation of Buildings (EED), EPC Guidelines, Operational Programme for the Implementation of the EU Cohesion Policy 2014-2020 oOf-balance sheet treatment of EPC implemented as service concession under Public Private Partnership Act, EUROSTAT statistical treatment check performed oObligatory EPC test for public sector deep renovation investments Leadership and governance oImplementation led by MoI Project Office for the Energy Renovation of Buildings
  • 8. EPC.SI Critical Success Factors: NEEAPs as programming tool 8 EPC directly related measures o H.1 Energy Performance Contracting o G.9 Establishment of a guarantee scheme o J.2 Financial incentives for the deep renovation of buildings in the public sector o J.3 Introducing an energy management system in the public sector o J.5 Public buildings energy renovation Projects Implementation Unit EPC indirectly related measures o H.3 Information, awareness-raising and training schemes for targeted public o H.4 Education and training o J.6 Support scheme for the renovation of built cultural heritage and other special building groups o J.7 Preparation of sustainability criteria for public buildings renovation
  • 9. EPC.SI Critical Success Factors: EPC Facilitators -> Projects Pipeline 9 Local Energy Agencies (bottom-up EPC market development) European Local Energy Assistance (ELENA) – leverage factor of at least 20 1. ENERGY RENOVATION OF LJUBLJANA (EOL), EUR 1.1 million, January 2013 – December 2016 2. ENERGY RENOVATION OF CITIES NOVO MESTO, CELJE, KRANJ (EOMO), EUR 1.8 million, January 2016 – December 2019 3. PREPARATION AND MOBILISATION OF FINANCING FOR SUSTAINABLE ENERGY INVESTMENTS IN PRIMORSKA REGION MUNICIPALITIES (PM4PM), EUR 2.3 million, October 2016 – September 2019, 25 municipalities, 32 partners, 350 projects documents, projects pipeline EUR 54.0 million 4. GOVERNMENT DEEP ENERGY RENOVATION (GOVDER), EUR 1.9 million, January 2018 – December 2020
  • 10. EPC.SI Critical Success Factors: Standardisation 10  Instructions and technical guidelines for energy renovation of public buildings  Instructions for operation of intermediary bodies and beneficiaries implementing public buildings energy renovation programme  Detailed guidelines for the public partners implementing public buildings energy renovation  Call to public-private partnership promoters  Decision on public-private partnership  Concession act  Call for tenders  Model contract  Model agreement  Reference book of eligible costs of public buildings energy renovation  Guidelines for energy renovation of built cultural heritage http://www.energetika-portal.si/podrocja/energetika/energetska-prenova-javnih-stavb/projektna-pisarna/
  • 11. EPC.SI Critical Success Factors: Financing 11 National financing instruments in place oCohesion grants to public bodies (blended) oEnergy efficiency loans to public bodies or ESCOs (SID Bank) o(Equity and quasy equity, green bonds) International financing instruments used oLoans to ESCOs oESCOs equity financing oForfeiting oBridge financing
  • 12. EPC.SI Future Developments: Quality assurance scheme 12 QC1 QC2 QC3 QC4 QC5QC6 QC7 QC8 QC9 Energy efficiency service quality Quality of implementation of technical energy efficiency improvement measures Savings guarantee Verification of energy savings Value retention and maintenance Communication between the EES provider and the client Compliance with users‘ comfort requirements Information and motivation of users Comprehensible contractual stipulations for the definition of specific regulatory requirements Adequate analysis www.qualitee.eu
  • 13. EPC.SI Future Developments: Financing instruments 13 OP ECP LTRS NEEAP NEEAP – National Energy Efficiency Action Plan LTRS – Long Term Renovation Strategy OP ECP - Operational Programme for the Implementation of the EU Cohesion Policy SI 
  • 14. EPC.SI Future Developments: EE Projects Facilitators Scheme/Platform 14 The most important determinants of quality in EPC projects www.guarantEE-project.eu
  • 15. European Energy Service Award (EESA) 2019: Best European Energy Service Project 15 Energy retrofit of public buildings in the City of Ljubljana: The public tender for the energy retrofit included 48 buildings, among them primary schools, sports centres and administrative buildings. 25 buildings were fully energy retrofitted, and 23 partly. Through proper insulation, energy efficiency measures, the introduction of energy management systems and remote control for monitoring, the City of Ljubljana achieved financial savings of €1 million per year and a total reduction in CO2 emissions of around 400,000 tons.