Www.e2b-ei.eu Long term E2BA Roadmap, targeting 2020 and beyond Stefano Carosio EeB PPP AIAG...

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Long term E2BA Roadmap, targeting 2020 and beyond

Stefano Carosio

EeB PPP AIAG co-ordinator

[email protected]

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Table of Contents

Current Roadmap

New Roadmap Development

Roadmap Suggested Template

Proposed Roadmap Content

Roadmapping Updating Timeline

Consultation Methods

Call for Tender Steps

Roadmap Project Milestones Recap

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The EeB PPP Multiannual Roadmap

Public ConsultationsPublic Consultations

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Current Roadmap








Table of Contents

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Moving forward

The new long term E2BA roadmap should answer key questions:

1. What is our destination? -> Updated Vision2. What are the trends and drivers for the future? -> Scenario Analysis3. Where are we now? -> Detailed assessment of the SoA4. What barriers and challenges do we foresee on our road(s) to the

destination? 5. What do we need to overcome the barriers and to take up the

challenges?

We should be measurable with clear milestones to check progress and redirect priorities -> Reviewing and monitoring

l.bourdeau

I wonder if we should not make clear that we will mainly identify the global or specific scenarios already existing and that we will not go into a scenario development (which is a huge task, without any interest here).It is why I would propose to use (as further on in the presentation) the phrase "scenario analysis")

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Overall proposed approachfor the new E2BA Roadmap

Destination

Present position

vision 2050/2020

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Roadmap in summary

• Responds to the updated E2BA Vision• Has a time horizon to 2050 with focused priorities and

implementation plan till 2020• Takes account of the key areas and directions set out in the first

roadmap• Covers research, development and market validation (including

business models) and captures the dependencies between areas to foster systemic approaches, interoperable solutions, etc

• Feeds into deployment plans for subsequent work by e.g. DG R&I, DG Energy, DG Enterprise, EIB, …

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Inputs

• Revised E2B Vision• Review of E2B first multi-annual roadmap

• Policy targets (e.g. for CO2 emissions)

• Review of national and international roadmaps, existing ‘future scenarios’, position papers

• Lessons learnt from the portfolio of running EeB project and other energy related projects (e.g. ICT4E2B Forum and Building up)

• Links with other EU initiatives: KETs (e.g. Advanced Materials), KICs (e.g. InnoEnergy)

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Who will give input to the roadmap?

• Active and committed involvement of AIAG members and all E2BA members, exploiting the National Liaison Points multiplying effect and national/local reach

• Facilitated by a “super partes” expert organisation in roadmapping (which does not need to be an expert, or even particularly knowledgeable, in the area of energy efficient buildings and construction). Such facilitator will be selected through a public Call for Tender open to organisations outside E2BA members at the time when the call is launched.

• Open and wide consultation is key:– At the various stages, consultation will be required beyond the E2BA and

NLPs reach

– Close relationship with ETPs, running initiatives and roadmaps as SET Plan (PV, Renewable Heat and Cooling, …), Green Cars, FoF, KETs, EIT KICs, IEA, Research Infrastructures…

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Current Roadmap








Table of Contents

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Possible Layers of Analyses

We could have layers describing:1. Trends and drivers leading to scenarios and challenges2. (Market) needs and product/service opportunities with quantified

targets/functional requirements3. Research and technology areas where gaps and promising

alternatives are identified to address the needs above4. Other enablers and cross cutting non technological aspects:

Regulation, Standards, Training, Financial, Sharing knowledge across supply chain, Research Infrastructures etc

5. Anticipated Outcomes: e.g. Revenue, enable large scale deployment, input to other EU initiatives, etc.

Technology Roadmaps

Cross cutting- integrating aspects

Priority areas

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References: Northwest Energy Efficiency Technology Roadmap

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References: Heating and Cooling Equipment Technology Roadmap

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Multi-Layer Analysis:3-D Analyses

Three 3 time dimensions shall be covered:– Short term (2013-2015) – Medium term (2015-2020)– Long term: beyond 2020

Years 01 02 03 04 05 06 07 08 09 10

Wave 1 O

Wave 2 O

Wave 3 O

Continuous Research

D & B

D & B

D & B

Years 01 02 03 04 05 06 07 08 09 10

Wave 1 O

Wave 2 O

Wave 3 O

Continuous Research

D & B

D & B

D & B

Years 01 02 03 04 05 06 07 08 09 10

Wave 1 O

Wave 2 O

Wave 3 O

Continuous Research

D & B

D & B

D & B

EeB PPPEeB PPP2010-132010-13

i.e. Retrofitting andreduction of energy use

i.e. Energy neutralbuildings/districts

i.e. Energy positivebuildings/districts

Directly linked to Horizon 2020

Horizon 2020Horizon 2020

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Current Roadmap








Table of Contents

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A. The destination

Contains:• A revised vision of energy efficiency in the built

environment in 2050• A consensus-based and unambiguous definition of the

desired situation in 2020, including measurable targets (SMART).

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B. The present situation• Overview of the directions set out in the first E2B

roadmap, and progress against it• Describing the State-of-the-Art in technological and non-

technological issues (= the progress made over the last years)

• Overview of the port-folio of running EeB projects: present focus and activities (= what we might achieve in the short run when the running projects are successful)


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C. Trends and drivers for the future• Identification of drivers and trends, implications for the

built environment, market threats and opportunities• This will include reviewing existing scenarios for the future,

national and international roadmaps, major position papers, relevant forthcoming EU legislation, …

• It may include development of a new set of scenarios, to help develop clear implications for the built environment

• Identify priority areas where specific detailed technology roadmaps will be deployed


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D. Identifying the enablers, gaps, barriers and challenges and elements of future research and innovation programmes

The opportunities for research and demonstration will be highlighted in more detail, including:

• Defining priorities and main areas to address in details• Developing technology roadmaps and identify more promising research areas,

including timelines, resources and milestones• Description and analyses of value and innovation chains: who should be mobilised,

who is needed?• Covering research, development, demonstration and market validation, and

capturing interdependencies to foster systemic approaches, interoperability etc.• And considering review, monitoring and follow up actions to steer the process and

realise real market implementation at EU scale


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D. Identifying the enablers, gaps, barriers and challenges and elements of future research and innovation programmes

In addition to technical aspects, this will include a review of the need for regulation, standards, training, financial instruments, knowledge sharing etc, taking account of:

• The changing world: trends, policies, business and market opportunities

• Identification of the development stage in relevant technology (from embryonic to mature), and expected time-to-market

• Non-technological issues (e.g. consumer acceptance, financial and economic issues)

• Availability of resources

• Lesson learned from the portfolio of running EeB projects


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Step E: Final Roadmap Integration

E. Final Roadmap Integration• Assemble top level roadmap

– Take inputs from each working group and specific roadmap

– Identify overall outcomes from combining all the areas

– Identify any remaining gaps in responding to the opportunities and market needs, and fill these in

– Highlight and articulate the role of E2BA in each area– Capture other areas outside the direct scope of E2B that

complementary programmes may cover (e.g. green cars, PV etc)

– Articulate ultimate value and outcomes

– Create a live document hyperlinked / done with special software

– Include a detail explanation of each key topic

• Work progress to be reviewed regularly with E2BA Executive Board and E2BA Scientific Council

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Current Roadmap








Table of Contents

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Call for Tender to search for an external neutral and experienced consultant : 1st February 2012 – End of May 2012

•By the end of October draft of the SoW and E2BA internal working document to explain the process•Presentation of the draft SoW and Working Document to the AIAG (early November 2011) •Gathering of feedbacks, validation by the Exec Board (possibly by conference call around mid November) and launch of the tender (by end of November)•Closing of the tender end of December•Evaluation of proposals and award of contract by mid January 2012

In parallel:•WG1 lead by Acciona should finalise the Vision, identifying key drivers and quantified targets for 2020 and till 2050. A template to gather targets at national and regional level should be circulated by first week of November 2011 through the NLPs•A workshop dealing with the Updated vision and identification of Priority Areas for specific roadmaps should be called jointly with the next AIAG meeting mid December -> the Scientific Council should validate the findings•We should establish contact with identified benchmarks for previous roadmaps and identify expert organisations potentially interested in applying for the tender•Definition of the Budget: approximately 60 KEuro including travels (upper limit)

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Current Roadmap








Table of Contents

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• At the various stages, consultation will be required beyond the E2BA Executive Board and Scientific Council.

• Wider consultation with E2BA members will be carried out particularly towards the end of Step C and Step D to make sure that consensus is reached on key directions and preliminary findings before the overall integration. The E2B Info Day in July 2012 could be used as a focal point for this.

• National Liaison Points will be used to consult more widely on Step C, possibly using surveys or in-country workshops designed by the Roadmap Team and delivered by the NLP

• A further step in consensus building will be launched between September and December 2012, possibly facilitated by an extension of the services by the consultant awarded for previous steps, if delivery is judged satisfactory.

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Current Roadmap








Table of Contents

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Tasks to be performed by E2BA BEFORE the Call for Tender

•Update of the Vision towards an energy efficient built environment: a shared and integrated vision for the E2BA roadmap has been defined among E2BA and main stakeholders. Key measurable targets have been identified building on EU and national/regional initiatives;•Identification of Trends and drivers for the future: the main drivers and trends are being analysed by the Association to identify implications for the built environment, market threats and opportunities and to integrate those views with existing scenarios and national and international roadmaps. An analysis of major position papers, relevant forthcoming EU legislation is being investigated to evaluate their possible development in a new set of scenarios. Quantified targets will be derived for which fulfilment novel integrations of existing technologies or completely new technologies would need to be developed;•Identification of priority areas for detailed technology roadmapping: based on the quantified targets identified above, priority areas will be identified as building pillars of the new multiannual roadmap and for which new research and innovation would be needed to overcome both technological and non technological barriers (i.e. envelope, ICT, …).

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Bidder’s Expected Main Tasks and Timeline

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Bidder’s Expected Outputs

Task 1: Developing Technology Roadmaps for the priority areas identified

INPUT OUTPUT DELIVERABLE DEADLINE

The results of the background work performed by the Association will be made available to the bidder, who will in turn respect E2BA’S Proprietary Information

A set of technology roadmaps, clearly identifying:• the development stage in relevant technology (from embryonic to mature), and opportunities for new developments• Non-technological issues (e.g. consumer acceptance, financial and economic issues)• RDI topics, complementarity with existing initiatives and level of resources

D1 April 2012 (M3)

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Bidder’s Expected Outputs

Task 2: Input for Roadmapping Finalisation

INPUT OUTPUT DELIVERABLE DEADLINE

The results of the Working groups work performed in Task 1.

A summary diagram and accompanying report highlighting: • Integration of all the WG activities• Identification of ultimate value and outcomes• Integration of RDI topics into a set of priorities for future activities• Template structure completed.

D2 May 2012 (M4)

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Bidder’s Expected Support

• The tenderer will support E2BA in developing detailed technology roadmaps for each of the priority areas, facilitating the work of groups of experts engaged through E2BA or creating consensus among larger stakeholders groups

• The facilitator will identify the most suitable methodology to perform the roadmapping process proposing alternative methods, according to his experience, as long as E2BA’s expected outcome is reached

• The tenderer will also support the integration of the different roadmap at priority area level onto a set of coherent priorities for a future research Programme with a time horizon till 2020 and beyond.

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Bidder’s Expected Experience

The facilitator’s expected background experience requirements are the following:

• The bidder shall describe its relevant experience for the performance of the work which is subject of the present Call for Tender. A table providing a list of the last three years contracts in areas which are relevant to the tender needs to be provided including the value of the contracts, the clients, duration. Training activities should be considered but are not the core of the expertise E2BA is looking for.

• The bidder shall demonstrate expertise and experience in elaborating methodology and criteria for roadmapping activities and shall present its background experiences in this regard.

• The bidder shall demonstrate its ability and experience in accessing the information required for this activity, excluding any potential conflicts of interests with the actors of the value chain. Furthermore, bidders shall demonstrate understanding of the E2BA activities.

• Each person proposed for the work should have at least 5 years experience in technology roadmapping for public and/or private clients, with the team leader having at least 10 years experience.

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Bid Evaluation Criteria

• The selection of the roadmapping facilitator will be based on the following criteria:

Evaluation Criteria Weighting Factor

1

Background and experience (general and related to the particular field concerned) of the company(ies) and staff (including adequacy of proposed facilities), demonstrating clear avoidance of conflict of interests

40 %

2

Understanding of the challenges in implementing such multiannual roadmap in the given time frame, reaching consensus across stakeholders; compliance with the Statement of Work; quality of the proposal

30%

3 Adequacy of planning, management and costing for the execution of the work 30%

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Bid Evaluation Board

The Evaluation Board will be composed of:• E2BA President• Executive Board Members• Chairman of the Scientific Council• Sec Gen

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Current Roadmap








Table of Contents

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Project plan/milestones

2012January JulyMay September December

EeB PPPImpact workshop

EeB PPPInfo Day

Preliminary draft

NewRoadmapContract with

Facilitator

2011September DecemberOctober November

Preparation of theCall for Tender

Publication of theCall for Tender

February

Selection of the facilitator

End of Facilitator’s support

Refinement of the roadmap by AIAG and E2BA

If further activities are requested by the facilitator,

a prolongation of the Contract shall be foreseen

Deadline to receive proposals

WG1 activitiescontinue

Scientif Councilworkshop

Consultation

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