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Leistungen
First meeting and quarterly steering group meetings - English summary of minutes (öffnet in neuem Fenster)
The first meeting followed by quarterly steering group meetings to monitor the progress and to make decisions if necessary To be attended by at least 1 authorised representative per partner The Province of Limburg will arrange the meetings and provide the minutes
Participation in (min.) 12 events and conferences relevant to the project (öffnet in neuem Fenster)Deploy the developed and possibly adjusted methods in 100 cases, monitor what happens to them and record the results in each individual case in the CRM-system.
Standardised documents and step-by-step plan for the selection procedure for contractors (öffnet in neuem Fenster)Service design of selection procedure for contractorsEstablishing collaboration modalities between the adviser and the contractor developing legally binding standard documents prototypesEstablishing collaboration modalities between the clientrenovator and the contractor developing legally binding standard documents and measurement statements prototypes
Report of the selection procedure and note stating the reasons for accepting candidates (öffnet in neuem Fenster)Selecting candidate contractors Broad appeal to contractors via the construction sector to collaborate with renovation supervisors as preferred partnersSelecting candidate contractors according to an objective selection procedure
Report on desk research and data-analyses all target groups (öffnet in neuem Fenster)Desk research on publications by advisers lenders and relevant projectsAnalysis of the data available to detect the targeted homes and the prospects ready to be engagedby means of data analysis within the lenders organisationlink to external open sources eg Solar cards Geopunt EPC database etc
(min.) 3 capacity building sessions (summary of minutes) (öffnet in neuem Fenster)Both credit and energy advisers as well as external stakeholders need to be trained on the use of the integrated home renovation services developed under WP36 and tested in the pilot projects phase I In this regard the following actions will be takenDevelopment of training course materialCapacity building of the consortium partners Training the trainerOrganising capacity building sessions for service providersWhere appropriate the experts of the focus groups set up in WP36 will be consulted or be present in function of these capacity building sessions
Final report all target groups (öffnet in neuem Fenster)PEDR including a record of undertaken and planned dissemination and exploitation activities (öffnet in neuem Fenster)
In order to disseminate the project results and bring them to the attention of our target audience the consortium partners will participate in relevant regional national and European events and conferences and take advantage of all opportunities that arise from these events to present the project and its results All possibilities to extend the own network and amplify the projects own work through collaboration with others will be fully used
Report containing the findings of the surveys_4 (öffnet in neuem Fenster)Survey of renovators who have participated in assisted renovation with the aim of checking the thresholds and success factors that form part of assisted renovation trajectories for candidate renovatorsSurvey of the construction sector with the aim of distilling the success factors of assisted renovation trajectories on the part of the construction sector
overview of tools and promotional material all target groups (öffnet in neuem Fenster)Developing adapting and making accessible the necessary tools template for reports to clients instructions for assessors adapted tools for integrated financial advice etcDrawing up collaboration agreements or protocolsDeveloping promotional material for inflow via the lender Take out a mortgage from Onesto and you will be sure that you are given professional assistance for inflow via the energy adviser and via the network aimed at purchasers of housing to be renovated Make use of the assistance before the purchase financing is definitively clinched
Report of interviews with clients (öffnet in neuem Fenster)Surveys of the expert group and of clients
Report containing results of the questioning of key actors in pilot projects phase I and conclusions/desired adaptations to methodology and prototypes (öffnet in neuem Fenster)Developing adapting and making accessible the necessary tools templates for presentations to ACOs tools for integrated financial advice etcDeveloping promotional material for inflow of ACOs via individual coowners or by promotion of municipalitiesDeploy the developed and possibly adjusted methods on a larger scale 25 ACOs monitor what happens to them and record the results in each individual case in the CRMsystem
In person dissemination of project results to target audience at (min.) 15 occasions (summary of minutes) (öffnet in neuem Fenster)Detailed customer journey all target groups (öffnet in neuem Fenster)
Developed customer journey where problem areas and opportunities that may require work are identified
C-REAL logo, brochure, template newsletter and mailinglist (öffnet in neuem Fenster)CREAL logo and communication material to be used in the project
evaluation on pilots phase I all target groups (öffnet in neuem Fenster)Analysing specific results characteristics of the home profile of the purchasers continuous stages from prospecting to execution of renovation dropout rates and reasons services actually provided financing provided work carried out nature and amount of money impact on house value and quality of customer experienceWorkshop for the service providers and members of the expert team to evaluate and if necessary improving the methodology and preliminary tools
report on recruiting ACO's (öffnet in neuem Fenster)Task 541 Developing tools and methodologies to successfully recruit ACOs to enter renovation processes differentiated according to the subtarget groupTask 542 Developing the ideal formula to provide advice for an apartment building taking into account the recurring topics pertaining specifically to the building structure and sensitive aspects of the coownership situation Not only technical recommendations but also adequate cost estimates are essential We can offer such adequate cost estimates because of our intensive collaboration with the construction sector WP 6Task 543 Developing the most suitable way to orally explain the advice to ACOs taking into account the various previously defined subtarget groupsTranslating the jargon of the total cost estimate of the works to be carried out into a language that is comprehensible to a layman ie into cost per monthper ownerConverting a report intended for specialists into a convincing narrative that correctly informs provides readymade solutions and therefore unburdens the coowners
List of members of the group of experts and minutes of the meetings all target groups (öffnet in neuem Fenster)Setting up a group of experts VEA Stebo Duwolim FebelfinBVK credit brokers lendersbanks property appraisers mediaexperts etc that supports research into the existing context and will function as a sounding board throughout the execution of the entire work packages WP3 en WP4
Report describing the developed methodology all target groups (öffnet in neuem Fenster)Identify problem areas andor opportunities in the customer journey and check where and how collaboration between adviser and financier can generate added valueGenerate input from expert groupOrganise a workshop with credit advisers and energy advisers which may be supplemented with members of the expert groupDevelop a prototype to eliminate problem areas andor exploit opportunities draw up planning schedules and organize people infrastructure communication and material components of the service by means of structural cooperation between lender energy adviser and construction professional which may be differentiated for subgroupspersonae
Template renovation advice ap. (öffnet in neuem Fenster)Template renovation advice applications
Communication plan (öffnet in neuem Fenster)A general communication strategy will provide the basis for future project communication both on and offlineA project website is set up and will be managed and completed over the course of the project with general project results and deliverables aimed at specific target groups As it is an important platform for dissemination the website is carefully maintained and updated after the projects runtimeA template for the electronic newsletter is developed Electronic newsletters will be produced at least twice a year a min total of 8 editions to regularly disseminate the projects results to the general public and to target audienceSocial media campaigning is initiated creating profiles on LinkedIn and Facebook and media relations are set up aiming to reach out to the general publicOther supporting promotional materials eg logo rollup project brochure are developedMarketing departments of stakeholders eg municipalities Building Confederation are contacted in their role as multipliers
Final brochure (öffnet in neuem Fenster)Report containing description of the adjusted financial service all target groups (öffnet in neuem Fenster)
Identify problem areas andor opportunities in the customer journey and identify where and how financial service can be improved to promote energy renovation Various elements can be addressed in this regardcredit characteristics eg Differentiate the duration or the interest rate in terms of the renovation Grant payment deferment as long as the home is uninhabitable due to the renovation Cost differentiation eg not charging estimation costs or administration costs if renovation advice is provided to encourage the customerAdapt the rules in respect of credit acceptance Eg by not providing purchase financing for housing that is to be renovated without a renovation plan taking into account lower energy costs in the budget analysis etcEstablish a guarantee systematically increase the amount of the registered mortgage facilitating subsequently mortgage loans for renovation without a public notaryPropose combinations eg a mortgage loan combined with a soft loan 2 mortgage loans combined under 1 guarantee etcOptimise credit processes both when applying for credit eg coordinate the deployment of an assessor with that of an energy adviser and when releasing the funds intended for the renovation eg release only after submitting reports by the energy adviser on proper execution of the renovationDevelop a prototypepreliminary tools to eliminate problem areas andor exploit opportunities
Template presentation renovation advice (öffnet in neuem Fenster)Test the developed methods and prototypes and assist 5 ACOs throughout the entire customer journeyrecruiting ACOs for renovation assistance via the building management bodiesdrawing up and explaining the renovation advice to the ACOsproviding the ACOs with fundingassisting in calls for tenders for energysaving measures providing guidance regarding the most suitable contractorproviding support during the implementation of the energysaving measureschecking the invoicing and assisting with applying for subsidies
CREAL website in Dutch and partly in English
(min.) 8 electronic newsletters disseminating the project's (öffnet in neuem Fenster)(min.) 8 electronic newsletters disseminating the projects - to be updated as they are issued
describing the data management life cycle for the data to be collected processed and generated by our project taking into account all ethical issues concerning personal data This DMP will evolve during the lifetime of the project in order to present the status of the projects reflections on data management
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