EU GPP criteria for Office Buildings · 2016-03-31 · G1. Building Energy Management System -...
Transcript of EU GPP criteria for Office Buildings · 2016-03-31 · G1. Building Energy Management System -...
EU GPP criteria for Office Buildings
EU GPP Advisory Group, Bern, 26th March 2014
Joint Research Centre, Institute for Prospective Technological Studies (IPTS)
Overview of the presentation
• How the guidance and criteria document work together
• The guidance document
- Aim of the document
- How it is structured
• The criteria document
- The procurement activities it covers
- Criteria areas by activity
• Outlook on next steps in the process
Inspiration: SCI Network guide How can we better relate the criteria to the process?
GPP Office buildings The Guidance document
Aim: To provide procurers with orientation on how to effectively integrate the GPP criteria for office buildings into the procurement process Why? The form of procurement can have a significant influence on the outcome. Each type of contract brings with it distinct interactions between the procurer, the building design team, the contractors used and the future occupants and facilities managers.
Major renovations a) more than 25 % of the value of the building structure; or (b) more than 25 % of the surface of the building envelope undergoes renovation;
Guidance document New-build and Major Renovation projects
• Design, construction, servicing and ongoing management
• Main points for integration in the sequence of procurements
Common contract forms that are used in the EU with Reference
to the International Federation of Consulting Engineers'
(FIDIC) contracts for:
- Construction works (B) (Red Book)
- Design and Build (D-B) (Yellow Book)
- Design, Build and Operate (D-B-O) (Gold Book)
- Energy Performance Contracting (EPC) (Silver book)
Guidance document Integrating GPP criteria into procurement
Construction works (red) Design-led process
Preliminaries
Concept design
Detailed design
Procurement
Construction
Post-completion
Client brief
Design team selection Design competition
Tendering (1 or 2 stage)
Appoint lead contractor
Construction process
Demolition contracts
Handover, defects and commissioning Facilities management
Framework call-down
Energy services contracts
Preliminary design options
Preliminaries
Procurement
Concept design
Detailed design
Construction
Completion
Client performance specification
Tendering (2 stage option)
Appoint DB contractor
Construction process
Handover, defects and commissioning
Design & build (yellow) Contractor control over design
Novation of design team
Client selects preferred design
Demolition contracts
Facilities management
Client brief
Detailed performance specification
Tendering (2 stage)
Contract DBOF partner
Construction process
Facilities management
Energy Services Contracts
Negotiate cost, performance and risk
15-30 year LCC
Incentives and upgrades
Preliminaries
Concept design
Procurement
Detailed design
Construction
Post-completion
Design, build, operate (gold) Private sector building service
Energy Performance Contract (silver) Private sector energy services
Energy services are defined according to Directive 2006/32/EC:
‘…a combination of energy with energy efficient technology and/or
with action, which may include the operations, maintenance and
control necessary to deliver the service…
..delivered on the basis of a contract and….proven to lead to
verifiable and measurable or estimable energy efficiency
improvement and/or primary energy savings.’
Supplied by energy service companies (ESCO’s) or under energy
performance contracting (EPC).
Facilities management Private sector services
Facilities management is defined according to EN 15221 as:
‘[the] integration of processes within an organisation to maintain and
develop the agreed services which support and improve the
effectiveness of its primary activities’
‘Primary activites’ linked to ‘Spaces & Infrastructure’ within EN
15221, encompassing activities relating to the
‘..management of accommodation, workplaces, technical
infrastructure and ICT systems…’
GPP Office buildings The Criteria document
Restructured and reviewed in order to reflect the distinct procurement activities and stages in office building development: Design activities o Preliminary scoping and feasibility o Detailed design and applications for permits
Activity on site o Strip-out, demolition and site preparation works o Construction or major renovation works o Installation of energy systems and energy services
Commissioning and management o Completion and handover o Facilities management
1. Preliminary scoping and feasibility
o Creating the project definition o Choosing the site and location o Concept design and options appraisal
Points of GPP integration? o Decisions on renovation v. demolition/new-build o Early cost planning LCC (particularly important in D-B-O)
o A reference office building to form the basis for comparative assessments of improvement options
2. Detailed design, performance and permitting
o Putting together the design team o Specifying performance requirements o Selecting and detailing the design for permitting o Preparing tender documentation Points of GPP integration? o In B contracts design team brief and mix of expertise/experience o In D-B and D-B-O contacts, the performance requirement o In order to stimulate innovation a design competition can be used
A. Selection of the design team and contractors
A1. Competencies of the project manager and design team o Pre-selection procedure for the lead contractor or where design
team is procured A2. Competencies of the lead contractor, specialist contractors and /or property developers o Pre-selection procedure for lead contractor and/or specialist
contractors e.g. demolition, ESCo o Data from third party or post-occupancy auditing, performance
monitoring Notes Evaluation assumes an experienced evaluation panel e.g. including project manager
B. Detailed design and performance requirements Energy related criteria
Technical specifications
B1. Minimum energy performance - Basis in Cost Optimal performance
B2. Lighting control systems - Features not addressed in NCM’s
B3. Building Energy Management
System - Intelligent systems and data collection
B4. Low or zero carbon energy
sources - Highly efficient or renewable sources
Award Criteria
B6. Minimum energy performance - Stretch performance on B1
B7. Low or zero energy sources - Stretch performance on B4
1: Is there experience with more ambitious criteria for renovations? o Existing buildings usually D rated EPC or worse o Options? - Cost effective improvement >2 EPC bands (IPF 2013) - Detailed energy modelling essential
2: What guidance should we provide for the award criteria? o New-build standards at different levels in MS o Options? - Increments in EPC or kWh.yr/m2
- or ‘Near Zero Energy’ as a ceiling - or Cost Optimal NZE levels for climate zones (Ecofys 2013)
GPP AG discussion points Setting more ambitious energy criteria?
B. Detailed design and performance requirements Resource efficient construction
Award criteria
B8.1 Performance of the main
building elements - Two options with variations for each: EPD (2) or LCA (3)
B8.2 Incorporation of recycled
content - 15% (Core) and 30% (Comprehensive) with re-use
Annex
1. Guidance for aggregating EPD’s
2. Carrying out an LCA analysis
3. Brief for LCA technical evaluator
Renovation example, WRAP (UK) Elizabeth II Court, 1960’s Local Authority office
before
after
Award criteria based on two broad options: Option 1: Use of Environmental Product Declarations (EPD’s) Option 2: Carry out an LCA study Their use relies on there being comparability – scenarios: o Tenders will be compared against a reference building; o Designs submitted by tenderers will be compared in a competition; o Where an LCA-based calculation tool is prescribed. Annex provides rules to ensure comparability of bids and provide a brief for technical evaluation.
Explanatory point Streamlined use of LCA in procurement
Can the overall approach as presented be workable? In terms of the general approach…. - Allowing normalisation, weighting and aggregation? - Acceptable prescription of rules and a technical evaluator?
GPP AG discussion points A streamlined, flexible approach to LCA
B. Detailed design and performance requirements Other environmental criteria
Technical specifications
B6. Recycling facilities - Designation of space in the design
B7. Water saving installations - Link to other EU GPP criteria sets
B. Detailed design and performance requirements Quality of the office environment
Technical specifications
B5.1 Thermal comfort conditions - EN 15251 or equivalent (I or II)
B5.2 Daylighting and glare - Daylight Factor and glare (EN 12464)
B5.3 Ventilation and air quality - Clean air intake and filtration (EN 13779)
3. Strip-out, demolition and site preparation works
Points of GPP integration?
o Stripping out contract C&D waste re-use and recycling + monitoring systems
o Demolition and clearance contract possible treatment of hazardous waste and close loop re-use/recycling of materials
o Preparation of buildings for renovation
o Demolition and clearance of sites
o Site preparation works
C. Strip-out, demolition and site preparation works Demolition plan to minimise waste
Technical specifications
C1. Demolition waste audit
and management plan - 55% (Core) and 70%
(Compehensive) by weight - Structure and fit-out elements - Hazardous waste risk assessment - Bill of quantities and methods for
recycling and re-use - On-site monitoring/accounting
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4. Construction of the building and renovation works
Points of GPP integration? • In D-B and D-B-O contractor is selected at an earlier stage • In a B contract, monitoring and reporting is required to ensure the
contractor is meeting the tender specification - e.g. site waste management, sustainable sourcing of wood
o Selecting the main construction contractor
o Commencement of work on site
o Monitoring of contract clauses
D. Construction or major renovation works Monitoring and reporting of activity on site
Technical specifications
D1. Responsible sourcing of wood
construction materials - 25% (Core) 70% (Comprehensive)
sustainable sourcing
D2. Site waste management - 11t (Core) and 7t (Comprehensive) per 100 m2 office
D3. Selection of fit-out materials
and finishes - Testing to minimise emissions of VOC’s, SVOC’s and carcinogens
D4. Installation/commissioning of
building energy systems - By reference to EN, ISO or equivalent standards for systems
Contract Performance Clauses
D5. Low/zero carbon energy sources - Connection/commissioning
D6. Incorporation of recycled content - Reporting
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5. Installation of energy services
Points of GPP integration?
o An opportunity to invite the market to bring forward low or zero carbon emission technologies.
o The commissioning of energy services should be monitored
o Identification of low or zero carbon energy technologies
o Decision to transfer risk to third party
o Selection of ESCo providers
E. Installation of energy systems/supply of energy services Third party investments under EPC/ESCo arrangements
Technical specifications
E1. Heating systems including CHP - Reference to EU GPP criteria sets for CHP and heating systems
E2. Installation and commissioning
of building energy services - By reference to EN, ISO or equivalent standards for systems
Award criteria
E3. Low or zero carbon energy
sources
- Invitation to providers to maximise
environmental benefits
6. Practical completion and handover
Points of GPP integration? o Building manual and handover training BEMS, lighting controls o Testing the integrity of the building fabric against design
performance o An upgrading plan could also form part of a D-B-O contract.
o The building manual and handover training o Testing of the building fabric performance o Upgrading plans
F. Practical completion and handover Quality control and instructions on how to use systems
Technical specifications
F1. Quality of the completed
building fabric - Thermal imaging (Core) and air tightness testing (Comprehensive)
F2. Building Energy Management
System - Manual, training and use of user interface
F3. Lighting control systems - Manual, training and BEMS interface
F4. Air quality testing - In-situ sample testing for VOC’s, formaldehyde and particulates
F5. Recycling facilities - Detailed plans of facilities
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7. Facilities management
Points of GPP integration? o ITT for the facilities manager (energy, water and waste
management systems) o In D-B-O consortium long-term facilities management contract o Energy management can be incentivised by introducing incentives
and penalty clauses
o Ongoing management and maintenance of the building o Energy, water and waste management systems o Charging for utilities
G. Facilities management Management systems and efficiency incentives
Technical specifications
G1. Building Energy Management
System - Monthly reporting (Core) trend identification and remedial action (Comprehensive)
G2. Waste management system - Basic segregation systems with monitoring/reporting of arisings
Contract Performance Clauses
G3. Energy performance contract - Mechanism to incentivise energy
management within design parameters
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o Common certification schemes: e.g. BREEAM Europe Commercial (UK, Germany, Netherlands, Poland, Spain, Austria ), DGNB (Germany, Austria), HQE (France) and LEED (pan-EU). o National/regional assessment tools e.g. Enerbuild (Alpine region), GPR Gebouw and Greencalc+ (Netherlands) Is there value in highlighting the potential for co-existence between the EU GPP criteria and existing schemes and tools?
GPP AG Discussion point Refer to existing certifications and tools?
1. Overall energy performance - How to set more ambitious criteria for renovations? - How to define performance-based award criteria? 2. Overall acceptability of streamlined approach to construction materials and EPD’s/LCA 3. Should we refer to existing building assessment schemes? Overall comments on structure and ambition of the criteria?
GPP AG discussion points Summary
Outlook on GPP criteria development
1. Initial feedback from GPP AG
2. Preparation and finalisation of Guidance, Criteria and Technical
Report
3. Wider stakeholder consultation (2011-2012 stakeholder list) plus
SCI Network
4. Inter Services Consultation within Commission
We welcome suggestions on expanding the stakeholder group to
include procurement expertise
Thank you for your attention
Nicholas Dodd
Tel. +34 954 48 84 86
e-mail [email protected]
Elena Garbarino
tel. +34 954 487 179
e-mail [email protected]
Contacts