Regional Energy Conference 6 July 2017, Skopje
Monitoring and Verification Schemes – best practices in EU C. Tourkolias & M. Iatridis CRES
The project has received funding from the European Union's Seventh Framework Programme for Research, Technological Development and Demonstration under Grant Agreement Number 613286.
Widespread challenges •
•
•
Lack of vertical coordination of EE planning and implementation o
Lack of coherence between national targets and targets set by EAP on municipal and regional level
o
Lack or underdeveloped mechanisms or fora for coordinating energy efficiency policy between different governmental layers
Lack of reliable data on energy efficiency measures and their results o
Monitoring systems, based predominantly on energy statistics instead of bottom-up data from implemented projects, do not provide a clear overview of energy efficiency measures implemented on different administrative levels and and on their effectiveness and cost efficiency
o
Situation is aggravated in countries with weak energy statistics esp. on the European periphery.
Lack of capacities of public authorities for planning and implementing EE measures in a multi-governance setting
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www.multEE.eu/
Objective of the multEE project multEE aims to improve the consistency and quality of energy efficiency policy planning and implementation through: 1.
The introduction of innovative, bottom-up monitoring and verification (M&V) tools These tools are based on bottom-up data to ensure the impact of energy efficiency measures is correctly evaluated and useable for future energy efficiency planning.
2.
The improvement of vertical coordination between administrative levels The objective is to exploit the full potential of the integrated M&V tools developed in multEE and improve the overall quality of integrated energy efficiency policy formulation and implementation.
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Activities & Work-Packages WP 5
WP 2
Definition of a bottom-up calculation methodology Definition of data collection processes for bottom-up monitoring Development of an appropriate IT solution Capacity building/pilot phase of IT solution
COORDINATION MECHANISMS WP 3
Identifying areas for improvement in coordination mechanism Development of concrete proposals for multilevel governance coordination Partner country workshops
WP 4 7/14/2017
Dissemination www.multEE.eu/
EU energy and climate protection goals are reached
MONITORING AND VERIFICATION
> 500 officers influenced
Situation analysis & best practices mapping
Problem: lack of coordination and evidence-based policy making across governmental levels
WP 1
> 100 policy plans improved
Management
Implemented methodological approach Interviews with key stakeholders Analysis of NEEAPs
I. Mapping of existing M&V schemes
Review of conducted reports and studies
II. Identification of best practises
III. Analysis of best practises
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Policy recommendations Replication of specific elements
www.multEE.eu/
Mapping of M&V schemes Preparation Questionnaire
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Reporting template & Fact-sheets
www.multEE.eu/
Mapping of M&V schemes Examined issues I. Presence and current status of M&V schemes
II. Responsible authority for the administration
III. Spatial and sectoral coverage
IV. Monitored and verified energy efficiency measures
V. Data collection procedures
VI. Monitoring, verification and reporting procedures
VII. Utilization of IT integrated tools
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Mapping of M&V schemes Results The vast majority of the examined States have already introduced a M&V scheme. ď ą The ministries, which are responsible for the formulation of the energy efficiency policy, have usually undertaken the administration and coordination of the M&V scheme. ď ą
ď ą
Responsible authorities for the administration of the M&V scheme 7/14/2017
The existing M&V schemes usually include implemented energy efficiency measures in all end-use sectors (public, residential, industrial and transport sectors), while the implementation of the energy efficiency measures, which are covered by the M&V schemes, is performed mainly at national level and in limited cases at regional and local level. www.multEE.eu/
Mapping of M&V schemes Results The Ministry, which is responsible for the formulation of the energy efficiency policy, has undertaken the administration of the data collection process. ď ą Official national statistics office, national databases and data from paid subsidies constitute the most popular types of data. ď ą
Data sources for monitoring the energy efficiency measures 7/14/2017
Responsible authorities for data collection process www.multEE.eu/
Mapping of M&V schemes Results
Specialized bottom-up procedures have been introduced for the monitoring of the energy efficiency measures and the measurement of the achieved energy savings.
The authorities, which are responsible for the administration and coordination of the M&V scheme as well as for the implementation of the data collection procedure, have undertaken the development of the methodology and specified indicators in the bottom-up procedures.
The conduction of inspections of a representative sample of the implemented energy efficiency measures constitutes the most common utilized approach for the verification of the measured energy savings. Moreover, the verification procedures include a combination of onsite controls and the evaluation of the submitted reports considering their accuracy and completeness.
The reporting period for the majority of the examined States has been established on annual basis.
The utilization of integrated tools for the homogeneous monitoring and reporting of the M&V schemes is rare, while various tools (including various types of databases) were identified in specific States in order to facilitate the foreseen M&V procedures.
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Identification of best practises Criterion I. Existence of a fully operating M&V scheme
Criteria
Criterion II. Consistency and agreement with the respective NEEAP (ESD & EED) Criterion III. Highest sectoral coverage regards to the involved end-use sectors
Criterion IV. Highest spatial coverage regards to the involved administrative level Criterion V. Utilization of bottom-up monitoring
Criterion VI. Regular reporting periods
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Identification of best practises Country Austria Belgium Bulgaria Croatia Cyprus Czech Denmark Estonia Finland France FYROM Germany Greece Hungary Ireland Italy Latvia Lithuania Luxembourg Malta Netherlands Poland Portugal Romania Slovakia Slovenia Spain Sweden 7/14/2017 UK
Criterion1 3 3 3 2 2 2 3 2 3 3 3 3 3 2 3 3 3 1 2 3 3 3 3 3 3 3 3 3 3
Criterion 2 3 3 3 3 3 3 3 3 3 3 3 2 3 3 3 3 3 3 3 3 3 3 1 3 3 3 3 3 3
Criterion 3 3 3 2 3 1 1 3 3 3 3 3 3 2 3 2 3 2 2 3 3 3 3 3 2 3 2 3 3 3
Criterion 4 2 2 1 3 1 1 1 1 2 1 2 3 2 1 3 1 1 3 1 1 3 2 1 1 3 1 2 3 3
Criterion 5 2 2 3 3 3 1 2 2 3 2 2 2 2 3 2 3 2 3 3 3 2 3 2 3 3 3 3 2 2
Criterion 6 Score 1 14 1 14 1 13 1 15 1 11 1 9 1 13 1 12 1 15 1 13 1 14 1 14 1 13 1 13 1 14 1 14 1 12 1 13 1 13 1 14 1 15 1 15 1 11 1 13 1 16 1 13 1 15 1 15 www.multEE.eu/ 1 15
Analysis of best practises Country Slovakia Austria Croatia Sweden FYR of Macedonia Spain Austria
Element Administrative responsibilities Administrative responsibilities
Brief description
Administrative responsibilities
Shared responsibilities - Croatian Institution Center for Monitoring Business Activities in the Energy Sector and Investments
Administrative responsibilities Administrative responsibilities Administrative responsibilities Administrative responsibilities
Shared responsibilities - Slovak Innovation and Energy Agency Shared responsibilities - Austrian Energy Agency
Shared responsibilities - Swedish Energy Agency Shared responsibilities - Energy Agency of Republic of Macedonia Shared responsibilities - Institute for Energy Diversification and Saving Legislation about the specification of the Austrian Energy Agency’s role
Austria
Sectoral and spatial analysis Involvement of all sectors at regional level
Croatia
Sectoral and spatial analysis Involvement of all sectors and levels
Slovakia
Sectoral and spatial analysis Involvement of all sectors and levels
Austria
Measurement and monitoring procedures
Wide range of bottom-up and top-down methods
FYR of Macedonia Croatia Spain Slovakia
Measurement and monitoring procedures
Development of bottom-up methodologies
Austria
Data collection procedures
Role of regional and national funding agencies and provided data from energy suppliers subject to the energy efficiency obligation scheme and federal bodies
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Analysis of best practises Country
Element
Spain
Data collection procedures
Poland
Data collection procedures
Utilization of national databases
FYR of Macedonia
Data collection procedures
Combination of different sources such as provided data from public building owners and energy audits and statistical data, surveys and analyses
Croatia
Data collection procedures
Data from paid subsidies
Slovakia
Data collection procedures
The main data sources comprise ITMS, INFOREG and SLOVSEFF
Austria
Verification procedures
Combination of plausibility checks and in-depth sample checks of statistically significant proportions of projects
Sweden FYR of Macedonia
Verification procedures Verification procedures
Through MURE database Through specialized reporting procedure
Spain
Verification procedures
Check of the aid granted by means of sampling, including the control of the energy performance certificates, the invoices and the relative bank documents
Croatia
Verification procedures
Austria
Reporting obligations
Poland
Reporting obligations
Slovakia
Reporting obligations
Through algorithms in SMIV tool Reporting on annual basis according to specialized communication flow among the involved parties Reporting on annual basis through the establishment of a central registry Utilization of specialized templates
Austria
Integrated tools
Central online database by the Federal Computing Centre (BRZ)
Croatia FYR of Macedonia
Integrated tools Integrated tools
SMIV tool ExCITE tool
Slovakia
Integrated tools
ITMS, INFOREG and energy performance certificate database
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Brief description Data from national databases, databases on regional level and registries from paid subsidies
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Identified aspects of M&V schemes
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Policy recommendations
Keep political responsibility for designing and Monitoring and Verifying Energy Efficiency policies in the same hands.
Involve sub-ordinate bodies or other specialized institutions in the administration of the scheme.
Clearly define the responsibilities between the responsible line Ministry, possible supporting institutions and data providers.
Develop and use bottom-up methodologies for monitoring wherever economically feasible.
Centralized databases (e.g. for bottom-up data) with clearly defined collection procedure ensure availability and accessibility of data for reporting and evaluation purposes.
The most effective verification and reporting procedures should be integrated into the M&V scheme.
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www.multEE.eu/
Thank you for your attention…
email: ctourkolias@cres.gr project website: www.multEE.eu 7/14/2017
The multEE Project
www.multEE.eu/