Bez tytulu slajdu

1
Polish experiences refurbishment process
preparation - energy audit scope financing
sources available and applied development of
awareness campaigns.
International Conference Baltic Energy Dialogue
3 Tallinn, Estonia May 29-30, 2008
Andrzej Rajkiewicz National Energy Conservation
Agency Ul. Filtrowa 1 00-611 Warszawa,
Poland Tel. [phone]
arajkiewicz_at_nape.pl
2
General information about Poland

• Population 38,5 milllion
• Area 312 000 km2
• Capital Warsaw 2,0 million
• Inflation 3/y
• Average houshoulds income 650 euro/month
• Dwelling cost 20 of housholds expenditures
• Energy cost 10 of household's expenditures

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Part I

• Energy auditing
• Financing schemes

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Existing residential building stock in Poland
(2002)

85
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Average heat demand for heating in kWh/m2 usable
space in residential buildings in Poland
according to design standards
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Heat standard of multifamily buildings

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Apartment building stock in Poland (2002)

• Structure by type of buildings
• Single-family 3 847 84 80
• Apartment buildings 924 887 20

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Apartment building stock in Poland (2002)

• Structure by age and number of dwellings
• Total completed 1945-1988 378 912
• with gt 10 dwellings 103 348
• panel construction appr. 190 000

see www.been-online.de
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Ownership structure of dwellings in Poland
Total 12 776 100
Source (2005) Central Statistical Office
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State policy towards reduction of energy
consumption of buildings Thermomodernisation Act
from 18 December 1998
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How does the system work?

• The state budget writes each year money to the
  Thermomodernisation Fund
• The commercial banks are spending the Fund's
  money as the 25 bonus to the loans given to the
  investors
• Loan can cover up to 80 of investment volume
• The investor's obligation is to present the
  energy audit which confirms savings required by
  conditions set by law

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Scope of the energy audit to be prepared by
the energy auditor

• Assessment of the technical condition of heat
  source and heating and hot water preparation,
  calculation of the heat demand (in average
  climate conditions, recalculated to degree days),
  comparison with real heat consumption
• Identification of measures leading to achive the
  minimum requirements of the Law heat resistance
  coefficient R, m2K/W gt 4,0 for walls, gt4,5 for
  roofs,
• Calculation of loan repayment after deduction of
  grant during 10 years, and own equity
• Confirmation of meeting the criteria of bonus

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Energy conservation organisations in
Polandhttp//www.managenergy.net/emap/poland.htm

50 3000 persons
1990 2007
SAPE-Polska www.sape.org.pl AUiPE-BAPE-DAES-FPE-N
APE-PAPE-RAPE-SIGMA Energy Auditors Association
ZAE www.zae.org.pl
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Thermomodernisation process

• Elaboration of energy audit
• Loan application, collecting own equity
• Obtaining the loan letter and thermomodernisation
  bonus
• Designing
• Construction permit
• Performing
• Confirmation conformity with the audit and design

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Conditions for total renovation of building

• With only financing source buildings (HOA,
  cooperative) renovation fund
• Renovation cost 200 - 400 /1 m2 12 000 24
  000 /apartment
• By 1 /1m2/month the fund reaches 12 /1m2/year
  e.g. 720 /year for the apartment of 60 m2
• The renovation period takes 15-30 years
• Only way to speed up the process is to use the
  loan

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Main barriers
Collection of own sources Mentality
barriers Passivity of building boards Passivity
of self-government Low knowledge of
thermomodernisation law Low direct additional
support for vulnerable families
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Main problem achieving creditworthiness by
investor

• Value of renovation fund
• Renovation charge
• Remaining income
• Renting free spaces
• Special charge
• Security of the loan
• Mortgage
• Proxy to the bank account

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Example of performed project (2003)
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Example of performed project -technical data

• Building constructed 1963, construction material
  - panels, number of apartments 48, 2400 sqm space
• List of implemented measures
• Insulation of walls 13 cm
• Refurbishment of skylights
• Insulation of roof 12 cm
• Modernization of heating installation

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Example of performed project economic data

• Cost of measures 115 000 57 /m2 living area
  2400 /apartment
• Yearly heat cost savings 1 150
• Calculated yearly heat consumption savings 41,7
  (achieved 47)
• Own sources collected 25 000 (22)
• Loan 89 850
• Bonus from the state 25 22 462
• Installment 67 387 interest
• The loan was repaid during 2,5 years !!!

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Conditions and results

• Renovation charge raised to 1,3 /m2/month e.g.
  2600 euro/month from HOA during 1 year before
  project
• Calculated monthly rate of installment and
  interest to be repaid was 960 /month (during 10
  years)
• Tenants have reduced the private income tax
  through renovation tax regulation
• The heat comfort is better
• The market value of the flat raised by 10
• The heat cost reduced by 0,45 / m2 /month e.g.
  25 euro/month/apartment

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Further financing opportunities

• Investment loans
• Loans with subsidy to interest rate form National
  Fund for Environment Protection and low-interest
  loans from Voivodship Funds for Environment
  Protection (Torun, Katowice, Kielce, Warszawa)
• Subsidy from the municipal budgets limited to
  municipally owned buildings
• Refunding from the EU Structural funds limited
  to revatalisation areas

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Targets of the scheme

• The state support to thermorenovation measures is
  limited to approximately 3500 buildings yearly
  (1/y)
• There is expectation that the promotion of the
  support to the thermorenovation of residential
  buildings will follow through
• special loan offers of banks reduction of loan
  costs
• extension of the loan volume up 100 of
  investment cost
• participation of associations of suppliers of
  goods and services in awareness campaigns
• creation of urban development fund (JESSICA)

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Thermorenovation trend in Poland
Utilisation of the Thermofund in total 11 665
applications aroudn 10 000 residential buildings
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WHY JESSICA?
Brian Field, Poznan, March 2007
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JESSICA COMPONENTS
European Commission ERDF DG Regio
EU Level
Programming Authority
National /or regional Level
Managing Authority
HF Manager
Holding Fund ( HF )
Urban Development Funds
National/regional /Local Level




Projects
Sustainable Urban Development Plan
Regional /Local Level
Brian Field, Poznan, March 2007
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Part II

• Awareness campaigns
• Country-wide educational program Friendly
  Home
• Professional monthly Energy and Builiding

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Country-wide educational program Friendly
Home Promotion of energy savings in
buildings in Poland
National Energy Coservation Agency
Association of Energy Auditors
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Scope of the program

• Advice for
• Designing buildings
• Modernization
• Maintenance
• Certification

Voluntary industry driven with government
patronage
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Target groups

• Private investors
• Corporate investors (housing coops. , owners
  associations, housing managers, etc.)
• Local authorities officers
• Professionals
• Media

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Activities

• Publications
• Brochures
• Posters
• Leaflets
• Seminars
• Participation in professional fairs
• Communication platform www.domprzyjazny.pl

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Organization and Partners

• Patronage and supervision Ministry of
  Construction
• Professional backup National Energy
  Conservation Agency, Building Research Institute,
  Association of Energy Auditors, Technical
  Universities
• Organizational maters external PR enterprise
• Financing
• Distribution framework agreement with Poczta
  Polska National Post Company,
• Project by project
• Banks
• Associations of construction materials and
  equipment producers,

dr inz. Andrzej Wiszniewski
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Projects completed

• Brochures
• Low energy house 100,000
• Thermomodernisation of buildings 400,000
• One layer wall houses 100,000
• Multi - layer wall houses 100,000
• Building superstructures and modernization of
  multifamily houses 100,000
• Building superstructures and modernization of
  detached houses 100,000
• Thermomodernisation and upgrading of public
  houses 50,000
• Modernisation of heat supply systems in
  buildings 60,000
• Each brochure is accompanied by poster 5 -10
  thousand

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Posters
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Projects completed (cont.)

• Leaflets
• Energy-saving apartment usage 2.5 million
• New system of buildings energy certification
  60,000
• Seminars for the representatives of local
  authorities, building owners and administrators
  held in 5 cities, each attended by approximately
  120 people.
• The programs presence on several fairs.

dr inz. Andrzej Wiszniewski
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Internet communication platform
www.domprzyjazny.org
dr inz. Andrzej Wiszniewski
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Professional monthly Energy and Building
www.energiaibudynek.pl
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• Independent, professional monthly for energy
  auditors, designers, facility managers,
  construction companies
• Founded 2006 as initiative of the Energy
  Auditors Association
• Financed by commercial companies suppliers of
  goods and services for energy efficient
  refurbishment of buildings, heat supplier
• Edition 2700 pcs monthly
• Distribution 1000 for energy auditors, 1200 for
  interested persons, 500 for archive and as a part
  of training materials

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Further activities

• New Energy Days
• in international co-opreation
• with KREDEX

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Conclusions

• Due to moving the residential buildings matter
  from the state level to municipal one, there is
  need to compensate this by development of
  instruments on state level
• Municipalities, as former owner of dwellings and
  managers of the buildings should be interested in
  development of local long-term working
  instruments of support the EE refurbishment
• For vulnerable families, there is still need to
  establish instruments of direct aid for
  maintanance of dwellings and participation in
  refurbishment cost, born by the condominiums
• The issue of profits from EE measures should be
  subject of large scale awareness campaigns
  supported by the state and private sector