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The sole responsibility or the content o this publication lies with the authors. It does not necessarily reect the opiniono the European Union.

Neither the EACI nor the European Commission are responsible or any use that may be made o the inormationcontained therein.

MAP OF

THE AFTERSCIENTIFIC

METHODOLOGY

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The AFTER project develops a completescientifc methodology in order to optimizeEnergy Saving Measures implementedwithin the Social Housing Stock.This Scientifc methodology articulatesconceptual tools and reporting ormats.

The conceptual tools will defne a commonramework or analyzing and identiyingthe ESMs related to management andmaintenance in the housing stock. Thesetools will lead the SHOs in the selectionprocess o the most relevant ESMs and their

optimization suggestions.The reporting ormats will presentthe results highlighted thanks to themethodological tools o the project.This document present a cartographyshowing the process and the links betweenthe dierent methodological documents othe AFTER project.

AFTER methodological process is built on severalcomplementary documents that design a globalassessment ramework.

The main objective is to obtain severalflters aiming at selecting 18 Pilot ESMs(with optimization suggestions) on 18 PilotSites. AFTERs fnal ambition is to test someoptimization solutions that can be applied on Pilotbuildings having received some energy savingeorts during the last 5 years.In order to accomplish this aim, AFTER settles aniterative process. This process consists in lookingback at a building in order to see what can be

improved ater an existing improvement. Thereo,AFTER methodology is organized step-by-step ondierent scientifc tools.

OVERVIEW OF THE METHODOLOGICALDOCUMENTS AND REPORTING FORMATS -PHASE 1: INVENTORY AND PILOT ESMsIDENTIFICATION

The Questionnaire aims at soliciting the SHOs

in order to identiy what ESMs have beenimplemented on their housing stock during thelast 5 years.The Questionnaire is a frst approach or theSHOs, a frst search in the past histoy o theenergy efciency eorts implemented within theirhousing stock.

In order to structure this identifcation, Scientifcpartners develop a typology list or everyWork Package. This Typology list will be used

as a dictionnary o what can be defned as apotential Energy Saving Measure related to themanagement and maintenance o buildings.The typlogy list oers a complete overview o

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the types o ESMs linked with the operatingmanagement (WP3), the running maintenance(WP4) and the replacement o the systems (WP5).

This overview is precised regarding the specifccases o the recently reurbished buildings (WP6)and the recent low-energy buildings (WP7).

The ESMs collected by the SHOs are reportedwith corresponding data in the Inventory, whichis the frst data basis o the AFTER Project.ThisInventory is structured thanks to a rameworkdeveloped and precised in the Handbook o theproject.The Handbook will be used during the whole

project. It proposes common defnitions regardingthe indicators used in the project. The ESMsdescription in the Inventory ollows the structureo the Handbook.A Frequently Asked Questions (FAQ) fle hasbeen created in order to collect the dierentquestions o the partners and to insert a commonanswer in the Handbook.

The most relevant ESMs tested are reported ina synthesis: the report on the most innovativemeasures.This report highlights relevant ESMs to improveregarding the management and the maintenanceo the social housing stock. The report iscompleted with the Factsheets, presenting asimple description o the several ESMs collectedduring the Inventory process. These ESMsare completed with data and can be used as acatalogue o existing experiences or the partnersand the dissemination o the project toward otherSocial Housing Organizations.Top-ten lists have been created by the partners in

order to identiy priorities and to optimize prioritytopics. Knowledge and experience o the partnershave been useul to provide these lists.

Thanks to the identifcation o these priorities,Social Housing Organizations select 18 Pilot ESMson 18 Pilot Sites that will have to be optimized

during the second phase o the project.

These couples o Pilot ESMs and Pilot Sites willbe the core o the AFTER Project: they are thelaboratory or the second phase o the project.

OVERVIEW OF THE METHODOLOGICALDOCUMENTS AND REPORTING FORMATS -PHASE 2: OPTIMIZATION OF THE PILOTESMs.

Pilot ESMs and Pilot Sites will be then analyzed inorder to identiy possible optimization solutions inorder to improve their energy efciency.

A Retro-commissioning (RCx) Investigation Planis implemented on every Pilot Site in order toidentiy potential defciencies o the building.The RCx process is defned as the systematic,documented process that identifes low-costoperational and maintenance improvements in

existing buildings and brings the buildings up tothe design intentions o its current usage..

In the AFTER Project the RCx IP implementationwill mainly consist in a crossed analysis o thebuildings shared by the scientifc partners andthe Social Housing Organizations. This RCx IP isbased both on the data analysis o the buildingand on one on-feld observation. The RCx IPoers a process to identiy the dierent signalsthat a building can send to an observer about its

energy efciency.RCx IP is a voluntary process that implies aknowledge o the building, its documentation and

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a special attention to its main actors (tenants,caretakers, service providers, maintenance stao the SHO, etc...).

The RCx and the involvement o the dierentpartners will allow to identiy the optimizationsolutions and adjustments that will be assessedduring the second phase (the implementation andtesting phase) o the AFTER Project.

Once these optimization solutions have beenidentifed they will be tested on Pilot Sites.The Common Evaluation Protocol or testinglive on Pilot Sites will lead the implementation

process and describe the methodology adapted tosettle and test optimization suggestions on Pilotsites.The Common Evaluation Protocol is divided intotwo complementary ormats: a guideline that willpropose a general ramework and process or allthe participating SHOs and an Excel Matrix thatwill adapt this protocol to the characteristics oevery optimization solution tested.The Common Evaluation Protocol presents ageneral process adapted to every Energy Saving

Measures: the ramework adapts the generallines o the IPMVP protocol to the AFTER project.This Common Evaluation Protocol will be thencompleted regarding the characteristics o everytested ESM.The Excel Matrix will allow the scientifc and thepartners to signal the suggested optimizationsolution and to speciy the testing protocol thatwill help to ollow its implementation and toprepare its reporting or the last phase o theproject.

The aached SCHEME presents the links between

the dierent steps and methodological documents

produced within the frame of the AFTER project.

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HANDBOOK

COMMONEVALUATIONPROTOCOL

ESM MATRIX

RETROCOMMISSIONINGINVESTIGATION

PLAN

QUESTIONNAIRE

TYPOLOGYLIST

INVENTORY

PILOT SITES

PILOT MEASURES

% % % %

REPORT ONTHE MOST

INNOVATIVEMEASURES

FACTSHEETS

TOP-10 LISTS

OPTIMIZATION SOLUTION

FAQ

oers a ramework defningthe type o ESMs included in every WP.

oers a common rameworkto defne data and to report ESMs.

report the most relevantmeasures or theproject.

presents a process to highlightdefciencies in one building and tosuggest optimizations.

presents a commonprocess to assessthe optimization

o the ESMs.

speciy the toolregardingcharacteristicso the ESMs.