1. Training module
EPC facilitators
A role to play
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2. Energy Services
Energy Performance Contracting (EPC) is a proven energy service model for modernizing mostly public buildings
Energy saving measures (ESM) are outsourced to an ESCO
The energy service company (ESCO)
finances all investments through future energy savings
guarantees energy and cost savings to the client
bears the financial, technical and performance risks
Nevertheless, a broad roll-out of EPC is still facing issues
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3. Role and added value of EPC Facilitators
EPC Facilitators can support the demand side in modernizing buildings and making them energy efficient, e.g. with:
Project- and process management
Collection of data
Baseline development
Technical and energetic knowledge (KPI’s)
Tender preparation
Selection and contracting of winning ESCO
Legal advice
Monitoring and verification
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4. National pools of qualified EPC facilitators
Role of the facilitator: Mediator between owner/client, (user/client) and ESCO
Function of facilitators pools: Ease the access to well-qualified EPC facilitators on national level
The facilitator pools will be made public, including contact details, references and specific skills
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5. ESCO Market Participants and role of Facilitators
(supply side)
Facilitator
(Intermediary)
Client
(Demand side)
Market
Technology
Suppliers, construction, operation & maintenance
Know-how
Engineers, architects, consultants, innovation
Supply (MWh) or
Savings (NWh)
incl. function, performances + price guarantEEs
Structuring of projects
Effiency & Renewables markets
Energy
Gas, fuel, oil, solar, woodchips
Energy Service Company
EPC facilitators
client
Legislation
Laws, procurement, technical rules
Money
Equity capital, loans, TPF, subsidies
Source: Jan W. Bleyl, 2011, IEA-DSM Task 16 Innovative Energy Services
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6. ‘Facilitators’ as Enablers and Link between Clients and ESCO
Energy efficiency
Supplyers
Facilitator as
Intermediary
Client
ESCOs
Finance, subsidy programs
Consultants, Engineers, Architects, …
Manufacturers, Technologies, …
Project goals, feasability, ‘make or buy’?
Project structuring, business model
(potential) client
Financial structuring, subsidies
Legal structuring, ESCO contract
Tender documents, procurement
Proposal evaluation, contract award
M & V + quality assurance, mediation
Source: Jan W. Bleyl, 2013, IEA-DSM Task 16 Innovative Energy Services
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7. Quality criteria for EPC facilitator pools
Preparation phase
Tendering phase
Technical skills, e.g knowledge of HVAC systems and M&V
Financial skills, e.g. financial conditions, risk management
Legal skills, e.g. national law, procurement, contracting conditions
Project skills, e.g. internal and external process management
Social skills, e.g. excellent communicator, independent, reliable
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8. Criteria Preparation phase Technical skills
Knowledge of energy & indoor climate KPIs
Knowledge of HVAC systems
Knowledge of M&V
Financial skills
Financial conditions
Dividing risks and risk management
Legal skills
Legal conditions
National law
Procurement
Contracting conditions
Project skills
Process manager internal and external
Social skills
Excellent communicator
Independent and reliable
Tendering phase
Technical skills
Financing models
Legal and juridical aspects
Procurement, selection, contracting
M&V Measurement and Verification
Arrangements for disputes (Bonus/malus)
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9. Independency of EPC facilitators
For municipalities, independency is very important - there shall occur no conflicting interests
As a consequnce:
EPC facilitators shall not participate as a tenderer in the relevant tender
EPC facilitators shall not be affiliated with bidders of the relevant tender
The client can capture these conditions in the contract
Client
(State, hospital, etc…)
Assignment
Technical-economic requirements
Negotiations
Independent EPC facilitator
Energy saving partner
ESCO
Energy Saving guarantEE Contract
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10. Self declaration * An EPC-Facilitator should:
Support and adhere the GuarantEE EPC facilitators criteria
Support and adhere the values and principles of the Transparense EPC Code of Conduct
Read the EESI 2020 EPC Facilitators Guideline and operate according to these principles
Publish a Track record:
Contact information
Professional education and expertise
Realised EPC projects, with references and links
Alternatively: Relevant EPC Facilitator trainings completed
Declaration of intention for continuously develop and train EPC Facilitator skills, e.g. follow GuarantEE trainings / webinars
* Disclaimer: Only the signatories themselves are responsible for the correctness of the data provided. There will be no formal accreditation or control.
* Registration is for natural persons only (senior consultant; no consultancies).
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11. Online Pre-Check for Energy Performance Contracting
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