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Towards a new generation of user-centred Energy Performance Assessment and Certification; facilitated and empowered by the EPB Center

Deliverables

Catalogue (report) of user and beneficiary profiles for tool development for task 5.4

In this deliverable, end-users and customers of the U-CERT services and the EPB Center are identified and categorised; initially at the level of partner countries, and pilot cases, then on a broader scale, i.e. beyond the consortium. Second, their needs are collected and analysed in the context of different business models by ethnographic approaches – interviews, focus groups, and participant observation. This will provide an in-depth feedback for designing an optimal and sustainable user-friendly renovation model, which will be easily adapted according to different cases and stakeholders’ groups. Finally, functionalities to be implemented as part as Task 5.4 are defined according to user needs and expectations. In addition, usability of the tools is ensured by designing together with clients and not only for clients makes building occupants more triggered to apply the U-CERT approach on their building instead being pushed by the national regulations or suppliers.

Guidelines to investigate users’ perception about EPC scheme

This deliverable lays the foundation to explore the perception of both groups on the EPCs understandability, usability, reliability, user-friendliness, cost-effectiveness, decision-driving potential etc., through a combination of qualitative and quantitative user-centred approaches, i.e. questionnaires, focus groups and interviews. Towards occupants it has the potential to make energy more intuitive and influence behaviour towards more responsible. The key idea is to understand the users' perspectives and to include them in making and improving EPC schemes. IRI-UL will set up the structure for interaction with the different EPCs users’ groups and test it in selected pilot actions with the national stakeholders and with the national associations representing the full range of EPC stakeholders. For an EU-wide application, the interaction strategy will be fine-tuned based on this on-field tests, a training for case holders will be prepared with clear guidelines and protocols how to conduct basic ethnographic inquiries will be given to the case holders.

Draft Dissemination and Communication Plan

Deliverable D6.2 contains a Draft of the Dissemination and Communication Plan. The Plan outlines how to use the corporate design and templates, as well as a communication strategy and an implementation plan. The strategy defines the key stakeholder groups and the tailored communication means to engage them. The communication plan details the communication actions of each partner that will be updated annually to address eventual upcoming needs and tailor the communication and dissemination activities according to the different phases of project implementation.

Replication and exploitation plan

D5.1 starts with devising a replication and exploitation plan, including a set of special indicators to assess the process, outcome and impact of scaling up. In this deliverable following activities are described: - Analysis and identification of possible upscale options; - Development of an action plan to increase the scalability; - Development of special indicators to assess the process, outcome and impact of scaling up; - Finalizing the scaling-up strategy and plan; - A business plan to continue the activities after the project duration. Contacts will be made with the EC Support Services for Exploitation of Research Results (SSERR) in order to optimize the impact and exploitation potential of the project.

Dissemination Material: I Newsletter and Brochure

Deliverable D6.6: Dissemination Material includes the first U-CERT Newsletter and Brochure. U-CERT will publish the first eNewsletter on M6, providing information on project progress and results, links to press releases, articles and interviews. The newsletter addresses two different stakeholder groups a) building professionals and construction sector industry b) building users and property owners. A project brochure will be produced at the beginning of the project (M6) to inform relevant stakeholder communities of the project start and its objective.

Draft Stakeholders Map

In order to facilitate a cross-stakeholder and cross-level dialogue and promote the U-CERT approach, this deliverable sets up and drafts the activities of an international stakeholder network (map) involved in the development and implementation of the U-CERT services, tools, methodologies and materials.

Dissemination Material: Posters

Deliverable D6.7 contains the design of the U-CERT printed posters, roll-ups and other general promotional materials to be displayed during fairs, conferences and workshops according to the needs using the corporate design templates developed in T6.1. The consortium members will also have the possibility to adapt and create the promotional materials in national language if necessary.

Report on users’ perception about EPC scheme in U-CERT partner countries

As part as the activities of Task 2.3, and following IRI-UL guidelines, each U-CERT country will organize workshops, focus groups and interviews involving case study-related and EPC-related national stakeholders. The records and findings of these meetings will be analysed and reported in this deliverable. This public report aims at collecting and interpreting feedback from the various perspectives of multiple EPCs users, in order to identify the key features of the user-centred next generation of EPCs across Europe.

Review of building performance indicators based on measured data relevant for holistic EPCs

To meet the goal of a holistic next generation of EPCs, preliminary research is needed to list which are and how are calculated the most popular indicators in the plethora of voluntary certification schemes available on the market (e.g. health, productivity, market value). These aspects will underpin the development of methods for including measured data in an interactive EPC that would enable an evidence-based decision making process and facilitate the delivery of renovation triggers. Moreover, based on existing research, the consortium will identify the possible effects that next generation EPC indicators could have on the improvement of the holistic performance of buildings (e.g. does a good EPC ranking affect the market value of a building?, which indicator is most relevant for triggering action?). These findings are presented in this deliverable D2.4 to guide the selection of the shortlist of indicators to be proposed in the next generation EPCs.

Dissemination and Communication Plan - year 2

Deliverable D6.3 contains the updates of the Dissemination and Communication Plan at M18. The Plan describes how the corporate design, templates, as well as the communication strategy and an implementation plan that have been used up to year 2. Deliverable D6.3 updates the strategy that defines the key stakeholder groups and the tailored communication means to engage them. The updated communication plan details the communication actions of each partner to address eventual upcoming needs and tailor the communication and dissemination activities according to the different phases of project implementation. This deliverable also serves as basis to report the undertaken dissemination activities by all partners at the end of the project.

Detailed common calculation and measurement protocols of U-CERT EPC-s for the eleven cases

This deliverable elaborates a detailed implementation layout for each pilot an action plan, describing the type of activities to be carried out, the schedule of implementation and the relationship with traditional EPC schemes. An agreement among the partners involved on the details of information exchange and common evaluation is carried out during task development and is included in this deliverable. The steps of the case study analysis are: 1. Collection of input data used for current EPCs - link with WP2 2. Collection of measured data (to compare with EPCs’ input and output data) - link with WP2 3. Asset vs. operational rating (for energy, costs and comfort) using the old EPCs assessment method - link with WP2 4. Asset and operational rating (for energy, costs and comfort) using the set of converged National Annexes (likely ready in late 2019) – link with WP3 > assessing Reliability 5. Normalization of results based on weather conditions, occupants’ behaviour, internal gains and the reverse: “tailored rating” and indexing the sensitivity or robustness for different use patterns, to bridge the gap between calculated and measured energy performance – link with WP3 > assessing Convergence 6. Comparison of normalized results with other case studies’ normalized results 7. and/or asset and operational rating using the National Annexes of another country 8. Assessment of innovative products/solutions link with WP3 > assessing innovative technologies 9. Assessment of user friendliness of the EPC’s and support of the EPB Center - link with WP3 and WP5 > assessing applicability and user friendliness 10. Evidence-based recommendations for reliable EPCs rating, recommended Smart Readiness level – link with WP5

Proposed set of user centred and effective overall and partial indicators, including SRI

In this deliverable, the experience of the EPB Center experts will be combined with experience developed in recent H2020 projects and with findings from WP2. Options will be developed and tested on users’ perception that indicate the energy performance under a variety (including the actual) conditions and uses. Deliverable 3.2 will also investigate which characteristics should be included in the EPC database to maximize the usability of the EPCs databases for policy makers, to enable them to monitor and use the databases for the preparation or tuning of the policy measures, e.g. aiming at accelerating effective deep renovation.

U-CERT corporate and visual Design

This deliverable includes a corporate visual identity package to ensure a common visual identity for the project, including a project logo, templates for presentations, posters, and leaflets, as well as digital visual items.

Project Website

The project delivers a website as the main interface towards stakeholders interested in the U-CERT services, as well as the public. The website continuously informs about the achievements of the project and serve as key communication and dissemination channel to involve and enlarge the stakeholders’ community, as well as a share-point for the internal communication of the consortium, containing all institutional information, including working documents and deliverables.

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