PROJEKTNI ZADATAK
Izrada projektno-tehničke dokumentacije energetske obnove srednje škole Tin Ujević Vrgorac
- u sklopu projekta „IPA ADRIATIC CBC 2007-2013/STRATEGIC PROJECT “ALTERENERGY“
1 UVOD
Energetika je, kako u EU tako i u Hrvatskoj, prepoznata kao specifična infrastrukturna grana koja je temelj za pokretanje brojnih razvojnih aktivnosti na određenom području/regiji.
U promišljanju svoje energetske budućnosti, Splitsko-dalmatinska županija je još od svog osnutka započela sustavan pristup u uspostavi pouzdanog, fleksibilnog i ekološki prihvatljivog energetskog sustava u kojem bi znatnu ulogu imali obnovljivi izvori energije i energetska učinkovitost.
Okosnica održivosti energetskih sustava u Županiji (općinama/gradovima) leži u uspostavi odgovarajućeg institucionalnog okvira kojim će se definirati uloge i obaveze svih sudionika kako u planiranju razvoja energetike tako i u implementaciji zacrtanih ciljeva.
Dio svojih aktivnosti Splitsko-dalmatinska županija ostvaruje i kroz EU programe te je tako dosada radila kao partner na slijedećim projektima:
SOLUTION- Sustainable Oriented and Long-lasting Unique Team for Energy Self-suffIcient Communities (Sustavno gospodarenje energijom - održiv i ekološki prihvatljiv način u funkciji energetske samostalnosti lokalne/regionalne zajednice). ALTERENERGY- Energy Sustainbility for Adriatic Small Communities (Energetska održivost lokalnih zajednica na Jadranu) ENER-SUPPLY- Energy Efficiency and Renewables Supporting Policies in Local Level for Energy (Energetsko planiranje na lokalnoj razini – mjere za povećanje udjela korištenja obnovljivih izvora energije i energetske učinkovitosti) EASY - Energy Efficiency and Renewables Supporting Policies in Local Level for Energy (Energetsko planiranje na lokalnoj razini – mjere za povećanje udjela korištenja obnovljivih izvora energije i energetske učinkovitosti).
Cilj Splitsko-dalmatinske županije je da do 2020. godine poveća energetsku efikasnost na svom cijelom području. Ovaj svoj cilj realizira kroz niz programa kao što su:
- Program energetske učinkovitosti u zgradarstvu: obnovljeno je niz objekata (uz vlastita sredstva korištena su i sredstva Fonda za zaštitu okoliša i energetsku učinkovitost, resornih Ministarstava te i EU fondova): kamenoklesarska škola u Pučišćima, OŠ i DV u Pražnicama (otok Brač), OŠ Komiža (otok Vis), OŠ Vrgorac, OŠ s športskom dvoranom Šolta (otok Šolta), OŠ Jelsa (otok Hvar) i dr. - Program korištenja obnovljivih izvora energije u kućanstvima - Program izgradnje i rekonstrukcije sustava javne rasvjete temeljene na energetski učinkovitoj javnoj rasvjeti (provodi se u suradnji s lokalnom samoupravom).
Aktivnosti u okviru projekta ALTERENERGY - Energy Sustainbility for Adriatic Small Communities (Energetska održivost lokalnih zajednica na Jadranu) provest će se na području Grada Vrgorca. Za istaknuti je da su projektom definirane aktivnost u suglasju je s Zakonom o energiji i decentralizaciji obveza lokalne/regionalne samouprave u svezi izrade energetskih bilanci i slijedno energetskih planova s provedbenim mjerama. Sukladno predloženim mjerama u „Integrirani plan energetski održivog razvitka Grada Vrgorca“ izvršena je ugradnja solarnih fotonaponskih sustava na krovovima osnovne škole „Vrgorac“ i srednje škole „Tin Ujević“. Slijedno započetim realizacijama planira se izvršiti energetska obnova škola, a što je u skladu s Operativnim programom Konkurentnost i kohezija 2014. - 2020. (specifični cilj 4c1-Provedba programa energetske obnove javnih zgrada).
2 ALTERENERGY
Projektom Alterenergy promiče se energetska održivost s naglaskom na male zajednice Jadrana, kroz integrirano i održivo upravljanje energetskim resursima i proizvodnju obnovljive energije, Privitak 1. Temeljni zadatak mu je definirati energetsko planiranje na razini malih lokalnih zajednica/samouprava (do 10.000 stanovnika), a obuhvaća izradu energetske bilance, projekciju potrošnje, vrednovanje raspoloživih energetskih resursa (obnovljivi izvori energije, energetska učinkovitost, ….) te izrada energetskih planova i njihova provedba temeljem izrađenih studija izvedivosti koje će se izraditi u okviru predviđenih sredstava za odabranu lokalnu samoupravu.
Cilj projekta je da ohrabri i podrži korištenje dobrih metoda i praksi i da na taj način unaprijedi vještine energetskog planiranja u lokalnim sredinama. Želi se dati podrška građanima i lokalnim poduzećima za razvijanje vještina i znanja u energetskom sektoru, ojačati institucionalne i administrativne kapacitete koji su direktno povezani s programiranjem i upravljanjem europskih i nacionalnih fondova povezanim s energetskim sektorom, te kreiranje organizacijskih struktura koje bi bile sposobne osigurati učinkovite sustave upravljanja i djelovanja sudionika povezanih s energetskom održivosti.
Specifični cilj projekta Alterenergy je, dakle, razviti replikativni model održivog upravljanja energetskim resursima u malim sredinama na Jadranu, poboljšanjem njihove sposobnosti za planiranjem i upravljanjem integriranim aktivnostima uštede energije i proizvodnje energije iz obnovljivih izvora, kroz zajednički pristup koji uključuje građane i lokalne gospodarske subjekte.
3 GRAD VRGORAC
Grad Vrgorac smješten je na krajnjem sjeveroistočnom rubu Županije, između Makarskog primorja i Imotske krajine, odnosno razdjelne crte prema Dubrovačko-neretvanskoj županiji i granice prema Republici Bosni i Hercegovini. Na sjeverozapadu graniči s općinama Runovići i Zagvozd, sjeveru i sjeveroistoku s BIH, na jugoistoku s općinom Gradac, a na jugozapadu s općinom Podgora. Od obalnog morskog područja odvojena je planinama Biokovo i Rilić (Sv. Ilija, 1033 m, V. Kapela, 1160 m i Šapašnik, 920 m), obuhvaća udolinu između planinskih grebena Biokovo – Rilići i Šibenik – Motokit, sa pripadajućim planinskim padinama zabiokovske Župe do Vrgorca, zatim planinsko područje Šibenika i Motokita, kršku uvalu Bunina i zapadne dijelove povremeno plavljenih polja Rastoka i Jezera.
Sl. 1. Pogled na Vrgorac
Područje grada Vrgorca ima površinu od 277,80 km², što čini 6,14% kopnene površine Splitsko dalmatinske županije. Na području grada Vrgorca živi 1,64% stanovnika Županije, uz gustoću naseljenosti od 27,33 st/km².
Grad Vrgorac obuhvaća dvadeset i četiri naselja; Banja, Dragljane, Draževitići, Duge Njive, Dusina, Kljenak, Kokorići, Kotezi, Kozica, Mijaca, Orah, Podprolog, Poljica Kozička, Propatnice, Raščane, Ravča, Stilja, Umčani, Veliki Prolog, Vina, Višnjica, Vlaka, Vrgorac i Zavojane.
Stalan pad broja stanovnika karakterističan je za čitavo razdoblje od 1948. - 2011. godine.
1900. 1921. 1931. 1948. 1953. 1961. 1971. 1981. 1991. 2001. 2011. Splitsko-dalmatinska 246.628 271.552 289.384 294.071 312.094 336.923 386.488 433.953 470.828 460.244 455.242 županija Grad Vrgorac 11.910 12.838 12.756 11.621 11.612 11.246 9.927 8.228 7.497 7.593 6.572 udjel Grada Vrgorca u 4,83 4,73 4,41 3,95 3,72 3,34 2,57 1,90 1,59 1,65 1,44 SDŽ, %
500.000 2.500 450.000 2.250 400.000 2.000 350.000 1.750 300.000 1.500
250.000 1.250 broj stanovnika u u Vrgorcu stanovnika broj 200.000 1.000 150.000 750 100.000 500
50.000 250 broj stanovnika u Županiji i gradskim centrima i gradskim u Županiji stanovnika broj 0 0 1857. 1869. 1880. 1890. 1900. 1910. 1921. 1931. 1948. 1953. 1961. 1971. 1981. 1991. 2001. 2011. godina Splitsko-dalmatinska županija Gradovi u Županiji VRGORAC
Sl. 2. Broj stanovnika u Županiji s prikazom kretanja u gradovima ukupno i izdvojeno za Vrgorac (naselje)
U današnje vrijeme na području Vrgorca koncentrirane su gospodarske djelatnosti prehrambene industrije (proizvodnja mesa i mesnih prerađevina), proizvodnje građevinskog i PVC materijala, vinarstva, voćarstva, povrtlarstva itd., objekti društvenog standarda, osnovne i specijalizirane trgovine, te banke i financijske institucije. Ostala naselja Grada (tek dio tih naselja) imaju samo trgovine prehrambenim artiklima i eventualno specijaliziranu trgovinu.
4 POSTOJEĆE STANJE
Splitsko – dalmatinska županija, kao potpisnica ''Energetske povelje gradonačelnika i župana'', obavezala se na racionalniju potrošnju energije, uvođenje obnovljivih izvora energije i na brigu o očuvanju okoliša.
U okviru dosadašnjih aktivnosti 2008./2009. godine provedeni su energetski pregledi objekata u vlasništvu županije (osnovne škole, srednje škole, te ostale javne ustanove kao domovi zdravlja, općinski domovi, čitaonice i tako dalje) iz kojih je proizašla tehničko-ekonomska dokumentacija o postojećoj potrošnji energije u navedenim objektima.
Uvidom u stanje objekata i karakteristika energeskog sustava definirana je dinamika realizacije temeljem koje je ocjenjena potreba za energetskom obnovom OŠ Vrgorac i SŠ Tin Ujević u Vrgorcu (slika 3). U rvom koraku realizirati će se projekt energetske obnove srednje škole Tin Ujević.
Sl. 3.
Objekt škole se sastoji od 2 objekta ukupne površine cca. 2.700 m2, slika 3. Starija građevina srednje škole “Tin Ujević“ izgrađena je 1970. godine i u međuvremenu nije značajnije renovirana, osim što su postavljeni novi PVC prozori sa IZO staklom (slika 4 i 5, tablica 1).
Slika 4. Srednja škola “Tin Ujević” - sjeverozapadna (starija) građevina
KONSTRUKCIJSKE KARAKTERISTIKE Vrsta i Ukupna debljina sloja Dijelovi konstrukcije Sastav konstrukcije debljina Primjedbe o stanju toplinske (cm) izolacije (cm) Vanjski zid armirani beton, žbuka 35 nema u dobrom stanju
Pod armirani beton, parket u dobrom stanju 15 nema Strop armirani beton 20 nema u dobrom stanju Prozori PVC, izostako 5 izostaklo u dobrom stanju Vanjska vrata PVC staklo aluminij 5 izostaklo u dobrom stanju Slika 5. Srednja škola TIN UJEVIĆ – sjeverozapadna (starija) građevina
Tablica 1. Osnovni podaci o sjeverozapadnoj (starijoj) građevini Osnovni podaci o objektu Podaci za godinu 2007 Datum 27.08.2008
Naziv objekta Srednja Škola Tina Ujevića Ulica i broj: Grad, poštanski broj: Adresa Matice Hrvatske 8 Vrgorac, 21 276 Osoba za kontakt gdin. Josip Gašpar Telefon: Fax: Telefon-fax 021/674-026, 021/674-335
Kad je objekt izgrađen gradnja 1970. (zadnji put renoviran)
Površina zgrade*: m2 2000 Broj etaža**: 2 Visina etaže: m 3,10 Ukupni grijani/hlađeni prostor: 95% Grijano / 10 % Hlađeno Površina i namjena Toplinska izolacija dobra srednja loša ne postoji × Radni(boravišni) prostori 75% Skladišta 5% Stubišta i hodnici 15% Ostalo 5%
Jugoistočna (novija) građevina izgrađena je 2010. godine na osnovu Glavnog projekta konstrukcije izrađenog od strane poduzeća AGE Inženjering d.o. o., Split, Broj T.D. 08-06-K od 26. 10. 2006. godine.
Izvedbena dokumentacija za obje zgrade nalazi se uredu ravnatelja škole.
5 ENERGETSKA OBNOVA SŠ TIN UJEVIĆ
Polazeći od glavnih ciljeva provedbe Integriranog plana energetski održivog razvitka:
- Smanjiti emisije CO2 iz svih sektora provedbom mjera energetske učinkovitosti, korištenjem obnovljivih izvora energije, upravljanjem potrošnjom, edukacijom i drugim mjerama - pridonijeti sigurnosti i diversifikaciji energetske opskrbe grada - smanjiti energetsku potrošnju u sektorima zgradarstva, prometa i javne rasvjete - omogućiti pretvorbu urbanih četvrti u ekološki održiva područja te sukladno postavljenim ciljevima, kao i definiranim aktivnostima u okviru radnog paketa WP 4 i pridruženim uputama (Privitak 2), Projektom će se obuhvatiti:
I. Energetski pregled i energetsko certificiranje
Energetski pregled treba uključiti minimalno slijedeće aspekte: detaljnu analizu toplinske karakteristike građevine, detaljnu analizu instalacija za grijanje i pripremu tople vode uključujući i njihove toplinsko-izolacijske karakteristike, detaljnu analizu instalacija za klimatizaciju i provjetravanje, detaljnu analizu ugrađene rasvjete, detaljnu analizu položaja i orijentacije zgrade uključujući i vanjske klimatske uvjete, pasivne sunčeve sustave i zaštitu od pregrijavanja od sunca, prirodno provjetravanje, unutarnje klimatske uvjete i drugo. Pri tom je potrebno provesti sve korake koje uključuju:
. Analiza energetskih svojstava zgrade i karakteristika upravljanja potrošnjom i troškovima energije (prikupljanje podataka o zgradi, pregled postojeće dokumentacije, razgovori s ključnim osobama, analiza prikupljenih podataka o potrošnji i troškovima energenata i vode, analiza i modeliranje potrošnje energije, analiza i modeliranje potrošnje vode, obilazak zgrade i utvrđivanje ključnih nedostataka, provođenje potrebnih istraživanja, mjerenja i izračuna, analiza i obrada prikupljenih podataka); . Analiza i izbor mogućih mjera poboljšanja energetskih svojstava zgrade; . Energetsko, ekonomsko i ekološko vrednovanje predloženih mjera koje sadrže detaljan opis izračuna energetskih ušteda, smanjenja emisija CO2, potrebne opreme, rada i materijala uz financijsku analizu kao pokazatelj troškova investicije i uštede te period povrata u odnosu na postojeće rješenje; . Završni izvještaj o energetskom pregledu s preporukama i redoslijedom prioritetnih mjera; . Izdavanje energetskog certifikata za navedene objekte koji uključuje određivanje energetskog razreda zgrade i izradu energetskog certifikata s prijedlogom mjera za poboljšanje energetskih svojstava zgrade, a u skladu s namjenom zgrade i referentnim klimatskim podacima, sve prema odredbama Pravilnika o energetskom pregledu zgrade i energetskom certificiranju („Narodne novine“ broj 48/14., 150/14., 133/15.)
Završni izvještaj o energetskoj certifikaciji treba sadržavati sve elemente energetskog pregleda i specifikaciju potrebnih podataka za izradu energetskog certifikata zgrade. Također izvještaj mora služiti kao podloga za poslovno odlučivanje o primjeni mjera energetske učinkovitosti i mogućnosti zamjene izvora energije i korištenja alternativnih sustava opskrbe energijom.
Tehničku dokumentaciju potrebno je izraditi u skladu s odredbama Pravilnika o energetskom pregledu zgrade i energetskom certificiranju i zahtijevanom obliku prema Metodologiji provođenja energetskog pregleda i certificiranja zgrade te istu isporučiti kako slijedi:
1. Energetski pregled – 2 primjerka 2. Energetski certifikat – 2 primjerka
3. CD koji sadrži: - elektronsku verziju završnog izvještaja o energetskoj certifikaciji s fotografijama zgrade i sustavima u zgradi te preporukama i redoslijedom prioritetnih mjera za povećanje energetske učinkovitosti s uključenim izračunima ušteda, financijskim procjenama potrebnih investicija i periodima povrata u odnosu na postojeća rješenja, - energetski certifikat u PDF formatu.
II. Online sustav nadzora za potrošnju energije i vode
III. Studija izvedivosti 1. Studija izvedivost sukladno uputama iz Točke 4.5 (privitak 2) 2. Sažetak studije izvedivosti na enegleskom jeziku
IV. Projektno-tehnička dokumentacija energetske obnove SŠ „Tin Ujević“- Vrgorac:
Za provedbu aktivnosti rekonstrukcije predmetne građevine, a u cilju poboljšanja energetske učinkovitosti iste, potrebno je izraditi projektno-tehničku dokumentaciju slijedećeg obuhvata i nivoa:
Snimak postojećeg stanja arhitektonsko-građevinskih elemenata cijele građevine, strojarskih instalacija, elektroinstalacija, te vodovodnih instalacija. Projekt strojarskih instalacija izraditi prema važećim zakonima, propisima, pravilnicima i standardima koji se odnose na sustave grijanja, hlađenja, te pripreme potrošne tople vode, s naglaskom na provedbu mjera energetske učinkovitosti i mogućnost korištenja obnovljivih izvora energije. Projekt izraditi sa svim potrebnim detaljima za izvođenje predviđene rekonstrukcije sustava grijanja, hlađenja i pripreme potrošne tople vode. Predvidjeti slijedeće: zamjena postojećeg sustava toplovodnog grijanja na lož ulje s energetski učinkovitim sustavom grijanja zamjena običnih ventila s termostatskim ventilima na radijatorskim ogrjevnim tijelima analiza energetske učinkovitosti postojećeg sustava pripreme potrošne tople vode te, u slučaju opravdanosti, izrada novog projektnog rješenja (primjena sunčevih toplinskih sustava s mogućnošću dogrijavanja sustavom grijanja) s prikazom postignutih poboljšanja i ušteda Projekt elektro instalacija izraditi prema važećim zakonima, propisima, pravilnicima i standardima koji se odnose na sustave potrošnje električne energije, s naglaskom na provedbu mjera energetske učinkovitosti. Projekt izraditi sa svim potrebnim detaljima za izvođenje predviđene rekonstrukcije elektro instalacija. Predvidjeti slijedeće: zamjena postojećih žarulja ugradnjom novih energetski učinkovitih rasvjetnih tijela ugradnja rasvjetnih senzora u sanitarnim čvorovima za detekciju prisutnosti Projekt vodovodnih instalacija izraditi prema važećim zakonima, propisima, pravilnicima i standardima koji se odnose na sustave dobave vode i odvodnje sanitarnih voda, s naglaskom na provedbu mjera energetske učinkovitosti. Projekt izraditi sa svim potrebnim detaljima za izvođenje predviđene rekonstrukcije vodovodnih instalacija. Predvidjeti slijedeće: zamjena dotrajalog sustava sanitarne vode (vodokotlići) sa sustavom koji omogućuje regulaciju količine vode za ispiranje, odnosno, osigurava smanjenje potrošnje sanitarne vode u prostorima sanitarija ugradnja štednih ispirnika za pisoare (na pritisak) zamjena dotrajalih ispusnih armatura za vodu sa štednom (automatskom) armaturom u prostorima sanitarija
Prema Pravilniku o energetskom pregledu zgrade i energetskom certificiranju (NN 48/14., 150/14., 133/15.), izračun energetskog razreda građevine za novo projektirano stanje.
Svi projekti moraju biti izrađeni na nivou Izvedbenog projekta, kojeg dio su nacrtna dokumentacija, detalji i pripadajuće sheme, te pojedinačni i zbirni troškovnici, u potpunosti u skladu sa zakonom, propisima, pravilnicima i standardima.
Svi troškovnici koji su dio projektne dokumentacije trebaju biti popunjeni projektantskim cijenama i to za svaku pojedinu stavku troškovnika (jedinična cijena, količina, ukupna cijena), koje su navedene u istom.
Ponuđeni materijali i uređaji moraju biti suvremene konstrukcije i standardne kvalitete.
Zahtjevi važeće regulative s područja energetske učinkovitosti moraju biti zadovoljene.
Odgovarajući materijali, oprema i sustavi moraju biti odabrani za svaku od građevina posebno kako bi se postigao optimum između potrošnje energije, troškova investicije, rada i održavanja građevine, te nivoa kvalitete života (komfora).
Projektnu dokumentaciju potrebno je predati u pisanom obliku u 5 primjeraka, te u elektroničkom obliku u 1 primjerku.
Ponuda za projektantski nadzor treba biti sastavni dio projektne dokumentacije, odnosno pripadajućih troškovnika.
S obzirom da se predmetni natječaj provodi u okviru europskog projekta ''ALTERENERGY'' - (program IPA ADRIATIC CBC), tijekom razrade projektnih rješenja i izrade projektne dokumentacije predvidjeti kontinuiranu komunikaciju i konzultaciju s Naručiteljem, a sve s ciljem kako bi predviđene aktivnosti bile u skladu sa zahtjevima projekta ''ALTERENERGY''.
6 ISPORUKA PROJEKTA Projekt je potrebno isporučiti u elektronskom obliku te tri (3) primjerka u tiskanom obliku. Projekt je moguće realizirati fazno, i to: Prva faza: energetski pregled i studija izvedivosti Druga faza: izrada projektno-tehničke dokumentacije
7 ROKOVI IZRADE Rok za izradu cjelokupnog projekta je 60 dana od dana potpisa Ugovora. Rokovi izrade po fazama: - I faza: 30 dana po potpisu Ugovora - II faza: 60 dana po potpisu Ugovora.
PRIVITAK 1.
Projekt ALTERENERGY: opis iz originalne prijave
“ALTERENERGY” Energy Sustainability for Adriatic Small Communities
Cross Border Cooperation Programme IPA Adriatic
1. GENERAL INFORMATION ON THE PROJECT
2. PROJECT SUMMARY
3. PROJECT DESCRIPTION
4. GENERAL AND SPECIFIC OBJECTIVES
5. WORK PROGRAMME
6. WP 4 – SUSTAINABLE ENERGY ACTION PLANS
1. GENERAL INFORMATION ON THE PROJECT
The proposed Strategic project is titled “Energy Sustainability for Adriatic Small Communities” and its acronym is ALTERENERGY. The Lead Applicant of the project is Puglia Region (Italy) and the other 17 partners come from the following countries: Italy, Albania, Bosnia - Herzegovina, Croatia, Montenegro, Serbia, Greece and Slovenia. The planned duration is 48 months, with a total budget of about 12,5 Million Euros.
The Strategic Project “ALTERENERGY” has been developed in the framework of an enlargement of the Italy-Albania cooperation, following the indications contained in the IPA Adriatic Cross Border Cooperation Programme:
“The programme partnership recognises the value of the Italy-Albania cooperation which has been supported by the two countries and the EU over recent years. As a result, the programme partnership invites Albania and Italy to develop a strategic project which will be of benefit to the whole Adriatic programme area. The Albanian and Italian partners involved must aim to contribute to the partnership supporting this strategic project alongside other interested partners from the program area. The Albanian and Italian partners are invited to submit to the Joint Monitoring Committee - in one of its first meetings – the strategic project, including a financial and activity plan”.
2. PROJECT SUMMARY
The ALTERENERGY Strategic Project aims to provide a significant contribution to the widely agreed objective of achieving a higher level of sustainability with regards to energy production and usage in the Adriatic area. This objective is strictly connected, as we all know, to creating a better environment and the protection of life and the natural environment.
In pursuing this overall general objective, the proposed project follows a very specific vision: that of promoting energy sustainability in the small communities of the Adriatic area, through an integrated approach to the efficient use of energy and its production from renewable sources.
When we speak of “community” we refer to a wider concept than “city” including, besides the residential area, the industrial zone neighbouring the city and the rural territory that surrounds it. Each of these three “systems” is in fact both an energy consumer and a potential renewable energy source. The main focus of ALTERENERGY is the optimal integration of these systems, allowing a higher degree of global energy sustainability at community level.
The idea to focus on small communities comes from many reasons, among which the more relevant are:
. Small communities - in the form of small cities well integrated into their natural surroundings - represent one of the most diffused modalities of human settlements in the Adriatic area, hosting an important percentage of the total population. . Sustainable models of integrated energy production and use are easier to implement in small communities, given their tighter connection with the surrounding natural resources (e.g. woods and water flows) and the higher relevance of agricultural activities, with their availability of biomasses. . The relatively low population number of typical small Adriatic communities (less than 10.000 inhabitants) creates better conditions for involving the local population in a participated planning process aimed at an energy use/production paradigm shift: from unaware dependence on fossil fuels and waste of resources to a conscious approach to energy sustainability through RES and RUE.
The specific objective of ALTERENERGY is to develop replicable models for the sustainable management of energy resources in small Adriatic communities, improving their capacity to plan and manage integrated actions dealing with energy saving and energy production from renewable sources, through a participated approach that involves the citizens and the local economic operators.
The main expected results are: . Improved and shared knowledge framework (available technologies and solutions, available sustainable communities’ good practices, regulatory and policy frameworks, local contexts). . A shared set of integrated sustainable energy management models and of related financial frameworks, suitable for the small communities of the Adriatic area. . Improved awareness of citizens and local economic operators (SMEs, professionals) about the opportunities and benefits related to energy efficiency and energy mix changeover and the diffusion of project results on a wide scale. . Improved capacity of local communities to plan, implement and manage energy saving and distributed energy production projects/actions. . Sustainable Energy Action Plans developed in target communities and related feasibility studies for plans implementation prepared. . Good practices for the development of integrated Sustainable Energy Action Plans in small communities, taking into particular account the issues of global sustainability and participated consensus. . Improved support services for SMEs operating in the energy sector in IPA area. . Increased cooperation and joint business opportunities for SMEs. . Pilot projects and/or demonstrative actions of high replication potential implemented in selected target communities. . Good practices for the adaptation and replication of the pilot schemes in the Adriatic area, including financial schemes.
In order to accomplish its objectives and produce the expected results, the project will implement the following activities: . Awareness raising campaigns to adopt a life style based on the rational use of energy and to promote energy sustainability in local communities. . Development of a common knowledge base concerning state of the art of energy saving and renewable energy production and consumption practices and technologies and the specific problems and constraints in the target areas.
. Development of a common set of tools supporting the local communities in their energy planning and management activities (policy recommendations, technical guidelines, financial schemes, training schemes, etc.) . In depth analysis of the global energy balance in selected target communities and development of an integrated energy sustainability plan for each of these communities, through a process involving the local population and the relevant stakeholders. . Business meetings, business development support actions, dedicated seminars and capacity building workshops for SMEs operating in the energy field. . Realization of a feasibility study in each target community, dealing with specific actions targeted towards energy saving and/or renewable energy production. . Implementation of a limited number of pilot projects and demonstrative actions, selected in order to maximize their potential impact as reference models for the whole Adriatic area and beyond.
3. PROJECT DESCRIPTION
The first definition given to sustainability was found in the 1987 Brundtland Report (named after the President of the World Commission on Environment and Development) and then used during UN’s world Conference on Environment and Development: “Sustainable development meets the needs of the present without compromising the ability of future generations to meet their own needs.” Although this definition can be seen as anthropocentric (humans and the development of the human race take priority over any other living being or the environment), it can take pride in linking the economic development with social equity and respect for the environment.
With regards to ALTERENERGY, the concept of sustainability is applied to the energy theme; in other words it is directed towards the creation of an energy production and utilization system that is able to satisfy today’s needs without compromising future generations.
Aside from the moral issue of safeguarding the future generations’ needs, the reasons for wide spreading a sustainable energy approach are manifold. First of all, shifting to a more sustainable management of energy is one of the main ways for cutting greenhouse gas emissions and decreasing atmospheric pollution (sulphur oxides, nitrogen oxides, particulates, etc.) which is generated by heating systems and thermal power stations fuelled with fossil fuels. Moreover, the diffusion of renewable energy sources and energy efficiency practices, the use of eco-friendly products, materials and practices are nowadays key factors to push economical development and occupation. Finally, a wider diffusion of renewable energy and energy efficiency contributes to increase the security of the European energy supply system, today strongly dependent on external supplies of primary energy, and to reduce the associated dependency costs.
However, as will be better clarified in the following sections, in the proposed approach the development and promotion of renewable energy sources and of a rational use of energy (RES and RUE) is not considered as a “separate” and self consistent objective but instead as a goal that must be harmonized with a more global understanding of the wider social, economical and environmental context in which it is pursued. In other words, RES and RUE promotion should be sustainable in a really global meaning.
From this point of view, the introduction of RES and RUE technologies and practices should not only contribute to reduce CO2 emissions, promote the economy and reinforce nations’ security but should also be part of a more general improvement of the quality of life of citizens, without impoverishing or threatening the social, cultural and territorial resources.
This last issue is not much present in the contemporary debate about RES and RUE, even if its importance is keeping to become more and more important as the diffusion of the new energetic paradigm grows (think for example of the local movements opposing the realization of wind or photovoltaic parks). The introduction of RES/RUE is usually considered a mere technical- economical issue, to be evaluated according to opportunistic criteria, and is driven by a very simplistic idea: renewable energies and energy saving are always “good” and therefore their diffusion and promotion shall be supported at any level and in any condition. Behind this apparent naivety, private interest and economic speculation is often hidden and the borderline between what is really useful and meaningful in a global way and what is merely and uniquely convenient for the private business often blurs.
As all major technological changeovers, the transition to a non-fossil energy era requires to be properly governed and the choices than can impact the environment, the landscape, the economic activities and the people life styles need to be publicly shared and obtain consensus from the society at large. In other words, the mass diffusion of RES/RUE technologies and practices also impacts a democracy dimension.
The risk of not properly managing this public governance and social consensus dimension is twofold: on one side we could miss the opportunity of fully exploiting the benefits that the new technologies and approaches can provide to our societies, limiting ourselves to decrease a little bit the recourse to fossil fuels, and on the other side we could slow down the much needed change in energy related behaviours and practices.
Starting from these considerations, ALTERENERGY focuses on the specific objective of improving the capacity of local small communities to plan and manage integrated actions for energy saving and the production of energy from renewable sources, through a participated approach that involves the citizens and the local economic operators.
Local energy planning is quite new in Europe and a growing number of municipalities is currently undergoing this process, also thanks to initiatives like the Covenant of Mayors. However, planning does not always generates consequent actions, because of the lack of competences and resources, particularly in small communities (e.g. less than 10.000 inhabitants).
In the following paragraphs it will be explained how the ALTERENERGY project will fill the described gaps, contributing to the promotion of energy sustainability and to the diffusion of RES/RUE in the Adriatic area.
4. GENERAL AND SPECIFIC OBJECTIVES
The activities introduced by the project are entirely meant to create sustainable communities in the Adriatic area. The project’s target are small towns (with a population of less than 10.000 units), with homogeneous characteristics (farming, costal) and typical of the Adriatic area. It is on the bases of this target that methods and actions will be developed in order to be reproduced in other Adriatic areas.
ALTERENERGY’s general aim is to contribute towards the European objectives 20/20/20 by promoting the development of an Adriatic community which would be sustainable from an energy point of view thanks to a wider use of renewable energy sources and of energy saving plans. Through the use of RES and RUE the project also aims at promoting regional competitiveness and improving security, reliability, continuity and convenience of energy supplies.
ALTERENERGY’s specific aim is to develop a model for the sustainable management of energy resources suitable for all the small communities in the Adriatic area; this would increase their ability to plan and manage the energy saving activities and distributed generation, by the creation of pilot interventions. The objective is to help local authorities in elaborating energy development plan that include landscape design, to promote and improve the exploitation of RES and intelligent energy attitudes with the other usual stakeholders playing a fundamental role in sustainable development. The project will involve market actors as tourism, transport, industry and its associations, end users with its associations and financial institution to support the realization of the plan, technical experts as engineers and architect, in order to elaborate more performing instruments, tools and guidelines, best solutions and shining examples helpful to reach the ambitious energy policy corresponding the goals of EU directives.
ALTERENERGY is expected to get the following results: . Improved and shared knowledge framework (available technologies and solutions, available sustainable communities’ good practices, regulatory and policy frameworks, local contexts), also allowing a better/faster harmonization of IPA Countries to EU standards and regulations. . A shared set of integrated sustainable energy management models and of related financial frameworks, suitable for the small communities of the Adriatic area. . Improved awareness of citizens and local economic operators (SMEs, professionals) about the opportunities and benefits related to energy efficiency and energy mix changeover and the diffusion of project results on a wide scale. . Improved capacity of local communities to plan, implement and manage energy saving and distributed energy production projects/actions. . Energy sustainability plans developed in target communities and related feasibility studies for plans implementation prepared. . Good practices for the development of integrated energy sustainability plans in small communities, taking into particular account the issues of global sustainability and participated consensus. . Improved support services for SMEs operating in the energy sector in IPA area. . Increased cooperation and joint business opportunities for SMEs. . Pilot projects and/or demonstrative actions of high replication potential implemented in selected target communities . Good practices for the adaptation and replication of the pilot schemes in the Adriatic area, including financial schemes.
The project intends to pursue its objectives through participation and consensus, creating a connection amongst those with local interests and at the same time looking for national and international co-ordination when speaking about renewable energy and energy saving.
The project activities will include: . Awareness raising campaign to adopt a life style based on the rational use of energy and to promote energy sustainability in local communities. . Development of a common knowledge base concerning state of the art energy saving and renewable energy production and consumption practices and technologies and the specific problems and constraints in the target areas. . Development of a common set of tools supporting the local communities in their energy planning and management activities (policy recommendations, technical guidelines, financial schemes, training schemes, etc.) . In depth analysis of the global energy balance in selected target communities and development of an integrated energy sustainability plan for each of these communities, through a process involving the local population and the relevant stakeholders. . Business meetings, business development support actions, dedicated seminars and capacity building workshop for SMEs operating in the energy field. . Realization of a feasibility study in each target community, dealing with specific actions targeted towards energy saving and/or renewable energy production. . Implementation of a limited number of pilot projects and demonstrative actions, selected in order to maximize their potential impact as reference models for the whole Adriatic area and beyond.
4.1 The pilot projects and the demonstrative actions implementation
In order to create concrete experiences of integrated RES/RUE applications in the target territories and thus demonstrate the effectiveness of the developed approaches, a limited number of infrastructural pilot projects and demonstrative actions are envisaged in the ALTERENERGY project. “Pilot Projects” are larger scale interventions that aim to concretely demonstrate the integration of different solutions regarding energy efficiency and renewable energy production, while “Demonstrative Actions” are small scale RES/RUE applications that will demonstrate specific solutions of high replication potential and exemplary value.
As shown in the chart below, in order not to waste work and resources on the multiplication of schemes which may not attain the necessary “critical mass”, only 2 pilot projects are going to be implemented (in Puglia and Albania), while 6 smaller demonstrative actions will be realized (in Croatia, Greece and Bosnia and Herzegovina).
Where WP6 Budget What Pilot Projects Puglia - Italy 2.299.000 € To be defined in the Albania 2.374.000 € feasibility studies Demonstrative Istria - Croatia 260.000 € To be defined in the actions Primorsko Goranska County -Croatia 96.000 € feasibility studies Dubrovnik/Neretva County – Croatia 98.000 € Split And Dalmatia County – Croatia 98.000 € Epirus - Greece 215.000 € Bosnia-Herzegovina 266.000 €
The parameters used to choose which specific projects will be carried out, will be selected in the feasibility studies, realized in the WP4 of ALTERENRGY and based on the following elements: quality of the project, potential for replication, costs and benefits associated with the project.
A list of possible candidate actions follows:
A) Actions in the residential and service industry sector 1. Buildings maintenance and recovery through green architecture and bioclimatic techniques. 2. Promotion of energy savings and energy efficiency in public buildings. 3. Actions directed to water savings and to the associated lower energy consumptions. 4. Installation of solar thermal power stations in public buildings. 5. Promotion and installation of geothermal heat pump plants. 6. “Global Service” (heat management) for public buildings. 7. Realization of a set of terms for bio-construction activities and evaluation criteria for public works contracts. 8. Energy efficiency in public lighting and reduction of light pollution.
B) Actions in the industry and agriculture sectors 1. Energy exploitation of industrial wastes. 2. Recycling of biogas from urban mud. 3. Development of dedicated crops for the productions of biomass and bio-fuels.
C) Actions in the transport and mobility sectors 1. Promotion of electric traction and hybrid vehicles. 2. Extension of park and ride services – new forms of urban mobility. 3. Reintroduction of the trolley bus line. 4. Replacement of traffic lights with roundabouts and improvement of traffic light systems’ efficiency.
D) Actions for the production of renewable energy 1. Construction of distributed renewable energy generation plants (mini-wind, biomass, photovoltaic, etc..) 2. Construction of plants for the production of thermal energy from renewable sources (solar thermal, etc.). 3. Implementation of micro-plants for the production of bio-fuels.
5. WORK PROGRAMME
The work programme of the ALTERENERGY project is made up of six Work Packages (WPs) listed below:
. WP 1 - Project Management . WP 2 - Communication and information . WP 3 - Integrated energy management models . WP 4 - Sustainable Energy Action Plans . WP 5 - Business and investments support . WP 6 - Pilot Project and Demonstrative Actions implementation
WP1 “Project Management” is dedicated to the technical and financial management of the planned activities, as well as to monitoring the project activities and evaluating the achieved results. The execution of the tasks envisaged in WP1 will be mainly guaranteed by the Leading Partner and all the partners will contribute by participating to the Steering Committee and Project Management Board meetings and by providing the requested information and contributions to the Project Leader. In fact, each partner will appoint a local manager ensuring the governance of ALTERENERGY at local level and full coordination with the lead partner.
WP2 “Communication and Information” comprises two kinds of activities: A) General project communication activities and diffusion of project’s intermediate and final results in the IPA Program area and beyond, mainly assured by the Lead Partner; B) Specific awareness raising and information diffusion activities carried out under the responsibility of the different partners in their target territories.
WP1 and WP2 are in some way horizontal to the project and interact with all the other “technical” WPs, as shown in the figure below.
WP3 “Integrated Energy Management Models” sets the common knowledge and methodological base that will allow all the partners to carry out the planned specific activities concerning sustainable energy planning and case studies implementation and to take benefit from their results, guaranteeing at the same time the requested degree of homogeneity of approach and comparability of results across all the participating regions and countries.
For this purpose, a common base of knowledge among the partners will be firstly built, as far as concerns the existing experiences in sustainable energy communities, the available technologies and good practices, the legislative and regulatory framework in the Adriatic area and the relevant geographical, climatic and socio-economic factors, the regional energy market context and its business implications characterizing each target area. Further on, the most diffused typologies of small and medium size communities in the partner regions will be identified and described, on the base of a shared set of criteria and indicators.
On the grounds of this knowledge base, a general framework identifying for each small community typology the best methodologies/approaches to energy sustainability will be built and guidelines will be drawn up to aid the local communities with the efficient programming and running of projects for energy efficiency and renewable energy production in small communities. The WP particularly aims to give advice and guidelines for the implementation of Sustainable Energy Action Plans in small communities and financial schemes for the mobilisation of private and public resources.
WP4 “Sustainable Energy Action Plans” represents the ‘heart’ of the project and focuses on the development, in a limited number of target communities selected in each Region, of a complex programming and planning operation of which the final results are “Integrated Energy Sustainability Plans”. These plans will define for each target community the strategy of choice for a transition towards a more sustainable use/production of energy and will identify an integrated set of actions to be implemented over time. The Sustainability Plans will be defined through an articulated and gradual process which aims to actively involve the local stakeholders and the citizens in the decisional process, according to the EASW method which is developed in three stages:
1. Analysis of the general energetic assessment of the target communities (availability of energy sources, energy needs); 2. Definition of Sustainable Energy Action Plans for each of the targeted communities; 3. Creation of feasibility studies for the implementation of specific actions in each target community.
WP4 will allow to develop the methodological approaches defined in WP3 in specific “case studies”, represented by the selected target communities. In order these case studies to be significant and the results produced easily transferable/adaptable to different situations, the selection of the target communities in which to implement the “Integrated Energy Sustainability Plans” will be made according to a shared set of criteria that take into account all the relevant technological, geographical and socio-economical factors, thus maximizing their replication and diffusion potential.
While WP2, WP3 and WP4 will allow the growth of the general awareness of the target territories towards energy sustainability and the elaboration and diffusion of specific competences in energy sustainability planning in local administrations, WP5 “Business and investments support” will focus on the local economies and specifically the SMEs. The aim of this WP is in fact that of spreading the opportunities of the RES-RUE towards the partner regions’ economic actors, through the reinforcement of the support services for the SMEs, both financial and commercial, and the organization of events and networks that facilitate the meeting and collaboration of SMEs and investors and the creation of new business and investments opportunities across the IPA-Adriatic Area.
More generally, WP5 aims to develop mechanisms of integration between the Territorial Cooperation and the business approach, orientating and exploiting the economic cooperation potential in the IPA area. Considering the various levels of maturity of the energy markets and of technology penetration in the production systems of the Adriatic IPA countries, the project aims to
put into practice the investment support for the creation of production chains of renewable technology and energy efficiency technology. These can be construed as important values for the institutional cooperation tout court and would represent a serious return in economic and employment terms.
WP6 “Pilot Project and Demonstrative Actions Implementation” is devoted to the realization of pilot interventions that will practically demonstrate the effectiveness of the developed approaches to energy sustainability in small communities. In order not to waste energy and resources on the multiplication of schemes which may not attain the necessary “critical mass”, only 2 pilot interventions (projects) are going to be implemented (in Puglia and in Albania), while 6 smaller demonstrative action will be realized (in Croatia, Greece and Bosnia-Herzegovina), starting from the solutions indicated as more appropriate by the feasibility studies produced in WP4.
Moreover, as shown in the following picture, those feasibility studies concerning RES/RUE interventions in target communities that will not be funded for realization inside the ALTERENERGY project will receive a specific support order to get grants from other funding sources.
The entire project set up is characterized by a strong interaction between various WP activities and acts on four levels of intervention (see table below): “Transnational” level, which has an impact on the whole IPA-Adriatic area and beyond. “Target territory” level, which has an impact on the areas defined by each project partner at regional or sub-regional level. “Target community” level, which has an impact on a limited number of local communities of the partner regions. “Pilot community” level, which has an impact on a few target communities.
LEVELS OF INTERVENTION Trans- Target Target Pilot national Territory Comm. Comm. WP 1 - Project Management WP 2 - Communication and information WP 3 - Integrated energy management models WP 4 - Sustainable Energy Action Plans WP 5 - Business and investments support WP 6 - Pilot Project and Demonstrative Actions implementation
The results produced by each of the “technical” Work Packages (WP3 through WP6), through an evaluation and generalization mechanism, will provide contents to the communication and information Work Package WP2, thus assuring the integration of the various levels of intervention and a wide scale dissemination of project results.
For example, WP6, dedicated to the experimentation of pilot projects and demonstrative actions for “energy sustainable communities” moves at a “pilot community” level, in order to arrive at “regional” level, and then at “transnational” level (from the implementation of feasibility studies based on “plans to address the sustainable energy in the community” to the final definition of “Guidelines for sustainable energy in the Adriatic area”).
6. WP 4 – SUSTAINABLE ENERGY ACTION PLANS
N° of work package: 4 Work package title: SUSTAINABLE ENERGY ACTION PLANS Starts month: 6 Ends month: 24 Duration in 19 months: Description of work Work package overview: The main aim of this WP is that of defining in each partner region the needed planning for the implementation of integrated energy management actions in a limited number of “target” communities/cities. This planning will be executed in three main phases: 1) Elaboration of an energy assessment study in the selected target communities/cities (energy demand and production analysis, energy and CO2 emissions balance, definition of possible strategies towards a higher sustainability of the local energy system). 2) Definition of integrated energy sustainability plans for the selected target communities/cities (focus on social consensus, expected results and actions and resources). 3) Definition of feasibility studies related to the implementation of specific actions or groups of actions (focus on technical and financial feasibility, detailed cost/benefit analysis, time planning). The inputs to the WP activities will be provided by the analyses carried out in WP3 “Integrated Energy Management Models for Sustainable Communities”.
Tasks: T4.1 – Target Communities identification On the base of an agreed set of common criteria, each partner region will select one or more target communities in which a comprehensive energy sustainability planning process will be subsequently implemented. The choice will be made on the basis of the results of WP3 activities. The involved municipalities will be in fact also encouraged to enrol in the Covenant of Mayors, after the experience with ALTERENERGY. For each of these target communities, the direct involvement of the local boards in the project activities and the formal commitment of the competent public authorities to adhere to ALTERENERGY objectives and actively support its activities will be requested (e.g. municipal or regional/county government deliberations).
T4.2 – Capacity building for target communities Activities for territorial promotion, information and training specifically addressing the chosen target communities and aiming to supply citizens and local businesses with assistance in a) developing skills and competencies in the energy sector; b) reinforcing institutional and administrative ability, specifically relating to the programming and management of European and national energy funds; c) constructing organizational structures able to guarantee efficient management systems and the participation of the relevant parties in the sphere of sustainable energy. The targets of this task are the local communities identified in the preceding Task T4.1; however, depending on the specific administrative, political and socio-economic situations of each partner region, the beneficiaries of the capacity building activities will be extended as appropriate.
T4.3 – Energy assessment of Target Communities Assessment of the total energy balance including all domestic, productive, construction, tourist and agricultural sectors, and the specification of possible strategies for the fulfilment of medium-long-term requirements for energy- saving activities and the use of renewable energy. The studies will address both energy needs and consumption models and the local availability of energy resources and/or energy efficiency improvement potential.
T4.4 – Energetic Sustainability Integrated Plans for Target Communities From the energy assessment made in task T4.3, through a process of participated planning conducted according to the EASW methodology described in paragraph 2, the energy sustainability objectives for each concerned target community and the activities necessary to achieve them will be agreed and defined. At the end of this process, a joint evaluation of the experiences carried out in all the target communities will be made and general guidelines and recommendations will be drafted for a wider diffusion.
T4.5 – Feasibility studies Fulfilment of a limited number of feasibility studies for specific energy efficiency and or conversion schemes. Outputs of this work package: . Concerted plans for the implementation of integrated energy saving and renewable energy production actions in selected target communities. . General guidelines and recommendations for the realization of participated sustainability energy planning in local communities. . Feasibility studies for the implementation of specific energy saving and/or renewable energy production actions in selected target communities. Products of this work package: D4.1 – Target communities/cities identification report (month 10) D4.2 – Target Communities capacity building report (1 report for each partner region, month 25) D4.3 – Target Communities Energy Assessment Studies (1 report for each partner region, month 16) D4.4 – Target Communities Energy Sustainability Integrated Plans (1 report for each partner region, month 25) D4.5 – Energy Sustainability Planning Recommendations and Guidelines report (month 25) D4.5 – Target Communities Feasibility Studies (1 report for each partner region, month 25)
PRIVITAK 2. WP4 Sustainable Energy Action plans GUIDELINES FOR T4.3, T4.4 and T4.5
WP4 Sustainable Energy Action plans
GUIDELINES FOR T4.3, T4.4 and T4.5
Date: APRIL 2013_Final version
Authors: LB_Puglia Region_ ARTI Puglia
Guidelines for
Task 4.3 - “Target Communities Energy Assessment Studies”
Task 4.4 - “Target Communities Energy Sustainability Integrated Plans”
Task 4.5 - “Feasibility studies”
Disclaimer
This document has been produced with the financial assistance of the IPA Adriatic Cross-Border Cooperation Programme. The contents of this document are the sole responsibility of ALTERENERGY PARTNERSHIP and can under no circumstances be regarded as reflecting the position of the IPA Adriatic Cross-Border Cooperation Programme Authorities
2 T4.3, T4.4 and T4.5 Guidelines
Index
1. Introduction ...... 4 2. Guidelines for Task 4.3 “Target Communities Energy Assessment Studies” ...... 4 2.1 Some basic rules ...... 5 2.2 What an assessment study includes ...... 5 2.3 Methodology, tools and references ...... 6 2.4 Executive Summaries of the “Target Communities Energy Assessment Studies” ...... 6 3. Guidelines for Task 4.4 “Target Communities Energy Sustainability Integrated Plans” ...... 8 3.1 The scope of Task 4.4 ...... 8 3.2 How to develop the Sustainable Energy Action Plan ...... 9 3.2.1 Key elements ...... 10 3.2.2 Executive Summaries of the “Target Communities Energy Sustainability Integrated Plans” ...... 10 3.3 References ...... 11 4. Guidelines for Task 4.5 “Feasibility studies” ...... 12 4.1 What is a feasibility study ...... 12 4.2 What a feasibility study includes ...... 13 4.2.1 The preparatory analysis ...... 13 4.2.2 The technical feasibility analysis ...... 14 4.2.3 The environmental sustainability analysis ...... 14 4.2.4 The financial assessment ...... 14 4.2.5 The demonstration of social-economic affordability ...... 14 4.2.6 The risk and sensitivity analysis ...... 15 4.3 Executive Summaries of the “Feasibility Studies” ...... 15
3 T4.3, T4.4 and T4.5 Guidelines
1. Introduction
This document has the objective to provide to the Alterenergy partnership a guideline for the implementation of the tasks 4.3, 4.4 and 4.5.
The Application Form (AF) foresees that:
the Task 4.3 “Target Communities Energy Assessment Studies”, regards the analysis of the energy
balance and the CO2 emissions inventory of the target communities;
the Task 4.4 “Target Communities Energy Sustainability Integrated Plans”, concerns the realization or the updating of Sustainable Energy Action Plans in the target communities, through a process of participated planning supported by T4.2 activities;
the Task 4.5 “Feasibility studies”, regards the realization of feasibility studies for specific energy sustainability solutions.
The application form foresees these minimum objectives:
Task Minimum target value foreseen in the Application Form
Task 4.3 18 Energy Assessment Studies
Task 4.4 18 Energy Sustainability Integrated Plans
Task 4.5 18 Feasibility Studies
In this document the AF prescriptions will be detailed, with the objective to provide an useful tools to better plan and implement them and to improve the foreseen minimum objectives.
Please consider that each of these studies will be a project deliverable so It is recommended to follow the Alterenergy visual identity standards and the general rules of IPA Programme Management and Control Manual.
2. Guidelines for Task 4.3 “Target Communities Energy Assessment Studies”
The objective of this paragraph is to provide a set of guidelines for the development of the target communities energy assessment studies.
These guidelines are structured according to the EU Covenant of Mayors initiative (CoM), which provides a comprehensive methodology covering the entire process of elaborating a local energy and climate strategy, from the initial political commitment to the implementation of the identified measures.
4 T4.3, T4.4 and T4.5 Guidelines
These recommendations are not compulsory but we recommend to use methodologies and definitions internationally agreed.
2.1 Some basic rules
The aim of Task 4.3 “Target Communities Energy Assessment Studies” is that of assessing the total energy balance of the target communities, including all domestic, productive and agricultural sectors, and the specification of possible strategies for the fulfillment of medium-long-term requirements for energy-saving activities and the use of renewable energy.
If in the target community it has been realized a SEAP according to the CoM guidelines (see the next paragraph) the “Target Communities Energy Assessment Studies” correspond to the so called “Baseline Emission Inventory” and should be included in the SEAP itself.
The studies will address both energy needs and the local availability of energy resources.
According to the Application Form, it is foreseen that each partner should develop at least one Assessment Study. Obviously, if a target community has already developed its Energy Assessment Study, the Alterenergy project activity could be devoted to the upgrading, translating or the updating of it.
Finally, it is suggested to produce the Assessment Studies in the partner’s language for local dissemination and diffusion. It is compulsory to provide at least a detailed executive summary (minimum 15 pages – maximum 30 pages) in English for the project issues (international dissemination, capitalization, comparison and transfer of results).
2.2 What an assessment study includes
According to the Guidebook “How to develop a sustainable energy action plan (SEAP)”, a baseline review is the starting point for the SEAP process from which it is possible to move to relevant objective-setting and monitoring.
The purpose of a baseline review is those of establish a clear picture of ‘where we are’, a description of the municipality’s current situation in terms of energy and climate change. It should maps also relevant legislations, existing policies, plans, instruments and all departments/stakeholders involved.
Following the Covenant of Mayors methodology, it is important that each Assessment Study / Baseline Emission Inventory includes at least the following information (see http://www.eumayors.eu/IMG/pdf/seap_guidelines_en.pdf starting from pag. 53):
1. Introduction 2. Setting up an inventory 3. Emission factors
5 T4.3, T4.4 and T4.5 Guidelines
4. Activity data collection 4.1 Introduction 4.2 Final energy consumption 4.2.1 Buildings, equipment/facilities and industries 4.2.2 Road transportation 4.2.3 Rail transportation 4.3 Local electricity production (if applicable) 4.4 Local heat/cold production 4.5 Other sectors 5. Reporting and documentation 6. Use of existing tools and more advanced methodologies 7. Recalculations
2.3 Methodology, tools and references
Partners can find advice, recommendations and tools for compiling a Target Communities Energy Assessment Study in the following documents: Alterenergy Deliverable 3.6 – Common Technical Guidelines Definition; The Guidebook “How to develop a sustainable energy action plan (SEAP)” – PART II, downloadable in different languages from the Covenant of Mayors website http://www.eumayors.eu; Annex II of the above mentioned Guidebook.
2.4 Executive Summaries of the “Target Communities Energy Assessment Studies”
Partners can produce the Assessment Studies in their own language for local dissemination and diffusion. In this case, however, it is compulsory to provide at least a detailed executive summary (minimum 10 pages – maximum 20 pages) in English for the project issues.
The executive summary should provide an overview of the Assessment Study essential information and should be designed to be read alone without the main Assessment Study. Therefore it is essential that it is self sufficient and can be understood in isolation.
The executive summary should be coherent with the following recommendations :
be minimum of 10 pages length consist in shortened and concise paragraphs summarize the contents of the Assessment Study be able to be read separately from the Assessment Study it refers to
6 T4.3, T4.4 and T4.5 Guidelines
The following table presents the structure of the Executive Summary according to Assessment Study it refers to:
1. Introduction
2. Methodology and key assumptions
Methodologies Emission factors 3. Final energy consumption Buildings, equipment/facilities and industries Road transportation Rail transportation 4. Local Energy Production Local electricity production (if applicable) Local heat/cold production 5. Other relevant information
7 T4.3, T4.4 and T4.5 Guidelines
3. Guidelines for Task 4.4 “Target Communities Energy Sustainability Integrated Plans”
In the following paragraphs a set of guidelines for the development of the Target Communities Energy Sustainability Plans is provided.
The guidelines are structured according to the EU Covenant of Mayors initiatives, which provides a comprehensive methodology and guidelines for this important step, as well as tools and suggestions, covering the entire process of elaborating a local energy and climate strategy, from the initial political commitment to its implementation.
However, it is left to the discretion of the partners to adopt different methodology and tools according to the specific needs and availability of data concerning the target communities selected in their territories. Assuming this, it is recommended to follow methodologies and definitions in internationally agreed standards.
3.1 The scope of Task 4.4
The Task 4.4 is aiming at developing Energy Sustainability Integrated Plans for the selected target communities. Based on the Assessment Studies (Task 4.3), the Target Communities Energy Sustainability Integrated Plans will identify the energy sustainability objectives for the concerned target community and the activities necessary to achieve them.
The identification of the sustainability objectives should be implemented in agreement with local authorities through a participatory processes involving all main local stakeholder,
According to the Application Form, it is foreseen that each partner should develop at least one Sustainable Energy Action Plan (SEAP). This means that, if a partner will decide to select two target communities, or more, the development of one specific SEAP for each of them (or, an overall plan covering all the area of municipalities) will be left to the discretion of partner, considering the amount of the budget dedicated for this activity and the project time plan.
If the selected community has already developed a Sustainable Energy Action Plan or another Energy Plan, these should be revised/updated/translated according to AlterEnergy project scopes.
Finally, it is suggested to produce the SEAP in the partner’s language for local dissemination and diffusion. It is compulsory to provide at least a detailed executive summary (minimum 10 pages – maximum 20 pages) in English for the project issues.
8 T4.3, T4.4 and T4.5 Guidelines
3.2 How to develop the Sustainable Energy Action Plan
A Sustainable Energy Action Plan (SEAP) is the key document in which the target community outlines how it intends to reach its CO2 reduction target by 2020. It defines the activities and measures set up to achieve the targets, together with time frames and assigned responsibilities.
We recommend all partners to adhere to the guidelines provided by the EU Covenant of Mayors initiative, which suggests that the SEAP should include the following contents:
1. SEAP Executive Summary1 2. Overall strategy A. Objective (s) and Targets B. Current framework and vision for the future C. Organisational and financial aspects: coordination and organizational structures created/assigned; staff capacity allocated; involvement of stakeholders and citizens; budget; foreseen financing sources for the investments within your action plan; planned measures for monitoring and follow-up. 3. Baseline Emission Inventory and related information, including data interpretation2 4. Planned actions and measures for the full duration of the plan (2020) A. long-term strategy, goals and commitments till 2020; B. short/medium term actions. For each measure/action, please specify (whenever possible): description; department responsible, person or company; timing (end-start, major milestones); cost estimation; estimated energy saving/increased renewable energy production; estimated CO2 reduction.
1 The executive summary should be prepared in the same language of the SEAP. In the next paragraph it is specified that all partners should provide also an executive summary in English. 2 This chapter correspond to the Baseline Emission Inventory / Target Communities Energy Assessment Studies that, according to the general rules of COM Initiative, should be included in the SEAP. 9 T4.3, T4.4 and T4.5 Guidelines
3.2.1 Key elements
The CoM SEAP Guidelines consider as the key elements of a successful SEAP:
Build support from stakeholders: if they support your SEAP, nothing should stop it! Conflicting stakeholders’ interests deserve special attention. Secure a long-term political commitment. Ensure adequate financial resources.
Do a proper CO2 emissions inventory as this is vital. What you do not measure you will not change. Integrate the SEAP into day-to-day life and management of the municipality: it should not be just another nice document, but part of the corporate culture! Ensure proper management during implementation. Make sure that your staff has adequate skills, and if necessary offer training. Learn to devise and implement projects over the long term. Actively search and take advantage of experiences and lessons learned from other cities that have developed a SEAP. The Alterenergy project will implement several SEAPs, so we suggest to try to connect the different target local communities of the project and to share the best models and solutions adopted.
3.2.2 Executive Summaries of the “Target Communities Energy Sustainability Integrated Plans”
Partners can produce SEAP in their own national language. In this case, however, it should be compulsory to provide, for each of the deliverables, at least a detailed Executive Summary (minimum 10 pages – maximum 20 pages) in English for the international dissemination.
The executive summary should provide an overview of the SEAP essential information and should be designed to be read alone without the main SEAP. Therefore it is essential that it is self sufficient and can be understood in isolation.
The SEAP executive summary should be coherent with the following recommendations :
be minimum of 10 pages length be written in the same order as the SEAP it refers to consist in shortened and concise paragraphs summarize the contents of the SEAP be able to be read separately from the SEAP it refers to
10 T4.3, T4.4 and T4.5 Guidelines
The following table presents the structure of the Executive Summary according to the SEAP contents suggested by COM initiative:
1. Overall strategy Objective (s) and Targets Current framework and vision for the future Organizational and financial aspects 2. Baseline Emission Inventory and related information
Key results of the Baseline Emission Inventory 3. Planned actions and measures for the full duration of the plan (2020) Long-term strategy, goals and commitments till 2020 Short/medium term actions
3.3 References
Alterenergy D3.6 “Common technical guidelines definition”
How to develop a Seap http://www.eumayors.eu/IMG/pdf/seap_guidelines_en.pdf
11 T4.3, T4.4 and T4.5 Guidelines
4. Guidelines for Task 4.5 “Feasibility studies”
Each partner should produce at least one feasibility study concerning the implementation of specific energy saving and/or renewable energy production actions in selected target communities, but it is strongly suggested to produce more and diversified feasibility studies. In any case, any demonstrative intervention and pilot project should be previously analyzed by a feasibility study.
The choice of the solutions analyzed in the feasibility studies should be conducted according to the local communities and stakeholders needs and willingness.
It is left to the discretion of partners to define the methodology and the contents of the Feasibility Studies concerning their target communities. It is recommended, however, to follow the below specified minimum contents.
The objective of these studies is to analyze in detail some of the best possible interventions in the energy sustainability field, preparing the bases for the WP6 activities, and to share these results among the entire Adriatic area through the website. For this reason, it is suggested to produce the studies in the partner’s language for local dissemination and diffusion, but It is compulsory to provide at least a detailed executive summary (minimum 10 pages – maximum 20 pages for each feasibility study) in English for the project issues. These studies should therefore analyze in detail specific energy sustainability solutions, among the options analyzed in WP3 and the options foreseen in the SEAPs of the target communities.
4.1 What is a feasibility study
A feasibility study is used to provide an analysis of the objectives, requirements and concepts for a specific energy sustainability actions or infrastructure. It provides information about costs (explicit and hidden). It allows for the identification, quantification, mitigation and allocation of risks. It prompts the project developer to consider how the project will be structured. It identifies constraints, which may cause the project to be halted. It ensures that the project is developed around a proper business plan.
Briefly, a feasibility study should show that a project:
is in accordance with predetermined needs; is the most suitable technical solution to the needs; can be implemented within any existing constraints; has been subject to a due diligence that shows it is legally, physically and socially compliant; is fully costed over its whole life; has taken due cognisance of the risks associated with its whole life cycle; is affordable to the subject responsible for the project in the context of the available budget.
12 T4.3, T4.4 and T4.5 Guidelines
4.2 What a feasibility study includes
Each feasibility study should analyze the aspects described in the following paragraphs. They must address these analysis, of course, with the level of detail and completeness that are adequate to the size and circumstances of the intervention studied.
4.2.1 The preparatory analysis
The preparatory analysis should include the following chapters: 1) the general overview, scope and purpose, 2) the need analysis, 3) the management model, 4) the option analysis.
General overview, scope and purpose
Any feasibility study requires a description of the context (territorial, socio-economic, institutional, legal, ....) in which the project is going to be implemented, its aims and the possible direct and indirect connections with other interventions and projects.
It is essential to provide guidance on those involved: proponent, developer, financier, creator, owner, manager, etc.
Finally, it is essential to clarify the useful factors for assessing the compatibility of the project with the broad national, regional and local (SEAP) energy planning of the target communities.
In line with the target communities needs and strategic objectives, the feasibility study should give a brief definition of the proposed scope of the project and its effect on the energy sustainability targets of the target community involved.
The need analysis
Once the project objectives have been identified, its outputs need to be specified. A correct analysis and estimation of the outputs of the project could be the “heart” of a feasibility study. It is essential to describe both in qualitative and quantitative terms what is the current status and the possible trends in demand for goods and/or services which make up the needs to be met directly with the proposed project. Obviously, the importance of this section depend on the object of the specific study of feasibility: in case of some small energy saving interventions, for example, it could be less essential an analysis of the needs.
The management model
In a feasibility study it is necessary to describe the management model provided, identifying those rules, procedures, activities, as well as the actions to be taken in order to enable the management plan to achieve the objectives to which the project is finalized. The analysis should include all relevant aspects, institutional, financial and economic, and take in account the specific legal framework of IPA Programme. In some case the management issue related to Alterenergy project should be agreed with the communities local
13 T4.3, T4.4 and T4.5 Guidelines
governments.
The option analysis
A feasibility study should pursue the objective of identifying and describing all the possible alternative solutions able to meet the same need. The purpose of the evaluation is to identify the advantages and disadvantages of each option and examine the risks for of each option.
4.2.2 The technical feasibility analysis
A comprehensive and detailed technical analysis must be presented for the chosen solution.
4.2.3 The environmental sustainability analysis
If a solution option involves a physical site, issues around the land procurement must be addressed, such as: land use rights, zoning rights, geo-technical, environmental issues, relevant national or provincial heritage legislation, and alignment with the municipal Integrated Development Plans. Issues related to health, quality of life protection, biodiversity preservation and rational use of resources must be identified too.
In the case of Alterenergy, the interventions are of course targeted to energy sustainability, so it could be useful to considerer the entire life cycle of the chosen solutions and to compare its environmental effects with the main alternative options.
4.2.4 The financial assessment
The feasibility study must present an accurate financial analysis relating to both the project execution stage (investment and financing) and the further maintenance and management stage. A project cost model must be developed, including all capital and operating costs associated with the project and also the costing for all the risks associated with project.
4.2.5 The demonstration of social-economic affordability
A social-economic analysis must be included in the feasibility studies in order to verify the degree of utility of the intervention for the community. The economic analysis must take into account any external costs and benefits and indirect costs involved with the intervention. The economic external costs are those related, as example, to other further necessary intervention, the costs of health, the costs for time spending. The economic benefits are those accruing to the community as a whole by the implementation and management of the intervention.
In this section it is important to refer to Alterenergy activities related to the capacity building and awareness raising carried out in the target communities.
14 T4.3, T4.4 and T4.5 Guidelines
4.2.6 The risk and sensitivity analysis
The risk analysis is designed to explore each risk category in detail. It is important to identify and evaluate all material risk that may affect the feasibility conditions of the work (implementation and management).
A risk can be mitigated either by changing the circumstance under which the risk can occur or by providing insurance for it. Indicate what the risk mitigation strategy for dealing with each particular risk will be, and the attendant cost of such mitigation. This is the most important part of the risk assessment and should identify specific steps taken or to be taken to mitigate risks.
The sensitivity analysis determines the resilience of the base project cost model to changes in the assumptions that the model has been based on, such as inflation rate, construction costs, total operating costs, service demand and third-party revenue, if any.
4.3 Executive Summaries of the “Feasibility Studies”
Partners can produce Feasibility Studies in their national language. In this case, however, it is compulsory to provide at least a detailed executive summary for each of feasibility studies in English for the international dissemination. The Executive Summary should be coherent with the following recommendations :
be minimum of 10 pages length consist in shortened and concise paragraphs summarize the contents of each Feasibility Study it refers to be able to be read separately from the Feasibility Study it refers to The following table presents the structure of the Executive Summary of each feasibility study:
1. The preparatory analysis General overview, scope and purpose The need analysis The management model The option analysis 2. The technical feasibility analysis 3. The environmental sustainability analysis 4. The financial assessment 5. The demonstration of social-economic affordability 6. The risk and sensitivity analysis
15 T4.3, T4.4 and T4.5 Guidelines
16 T4.3, T4.4 and T4.5 Guidelines