Periodic Reporting for period 1 - BundleUP NEXT (Next-Level PDA Methodology to Enhance Public and Private Sustainable Energy Projects)
Période du rapport: 2021-05-01 au 2022-10-31
The BundleUp NEXT project builds on the successful experience of BundleUP (Ponto Energia), a PDA project funded by Horizon 2020, which has developed a very effective methodology that resulted in over 43M€ of investment in energy efficiency (EE) projects (43€ for every 1€ of grant) in Portugal.
The BundleUP methodology incorporates energy efficiency projects in different stages of development and proceeds to technical, legal and financial development assistance to bring them to the “investor-ready” (or “tender-ready” in case of public sector) stage.
The methodology also focuses on grouping small projects in bundles, to provide procurement advantages and more attractiveness for investors and building owners.
The project focuses on the following project types: LED and public lighting, PV self-consumption, solar thermal, building envelope and electric mobility, creating a complete array of competences to support projects in any part of Portugal.
The BundleUP methodology incorporates energy efficiency projects in different stages of development and proceeds to technical, legal and financial development assistance to bring them to the “investor-ready” (or “tender-ready” in case of public sector) stage.
The methodology also focuses on grouping small projects in bundles, to provide procurement advantages and more attractiveness for investors and building owners.
The project focuses on the following project types: LED and public lighting, PV self-consumption, solar thermal, building envelope and electric mobility, creating a complete array of competences to support projects in any part of Portugal.
During the first period of the project, we have improved PDA methodologies and aligned them to the current available support mechanisms. Specific legal templates have been prepared for PDA, namely for Energy Communities and public tendering with ESCO contracts.
Crowdlending continues to be a major source of financing for SMEs that install solar PV for self-consumption.
Crowdlending continues to be a major source of financing for SMEs that install solar PV for self-consumption.
Until the end of the project the consortium is confident that specific replicable use cases can be documented, aiming at full replication in Portugal and with relevant cross-border replication, in particular:
1. EPC contracts for public tendering (ECO.AP)
2. How to promote community crowdlending in public EPC contracts
3. Step-by-step guide on how to set up an Energy Community (legal and technical PDA), with specific examples for single-family house neighborhoods, multi-family buildings/condominiums, residential areas of villages/towns/cities and industrial areas.
4. How to finance an Energy Community through crowdlending
5. Public tendering of electric fleets.
1. EPC contracts for public tendering (ECO.AP)
2. How to promote community crowdlending in public EPC contracts
3. Step-by-step guide on how to set up an Energy Community (legal and technical PDA), with specific examples for single-family house neighborhoods, multi-family buildings/condominiums, residential areas of villages/towns/cities and industrial areas.
4. How to finance an Energy Community through crowdlending
5. Public tendering of electric fleets.