SHELTER Project Implementation in Bulgaria
Transcript of SHELTER Project Implementation in Bulgaria
SHELTER Project
Implementation in Bulgaria
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Bulgarian Housing Association
Bulgaria brief
Territory – 111 000 m2
Population – 7.4 million
Sofia – 1.2 million
73% urban population
EU member since 2007
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Housing stock status
Total dwelling stock 3887.076 (2011)
74.6% inhabited, 24.7% uninhabited , 66% in cities, 65% in
multistory apartment buildings
97.5% owner occupied, 2.5% municipal rentals
Availability
1.9 inhabitants per dwelling, 18.1 m2 living surface per capita
491 dwellings per 1000 inhabitants
Affordability
Share of housing costs in disposable income 18.4%
Total housing cost in Purchasing Power Standard 165.6
Residential Mortgage dept to GDP ratio index 12.6%
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Energy quality
65% of the housing stock built 1950-1990
Average energy consumption 150-300 kWh/m2
Large amount (12 000) of prefabricated multi-story
buildings in deteriorated condition containing 800
000 dwellings in 120 residential estates
Insufficient housing stock maintenance
Urgent need for renovation and upgrade of energy
efficiency status
Current renovation rate under 1% of existing stock
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National policy
National Housing Strategy (2004)
National Program for Renovation of Condominium
Housing Stock in Bulgaria (2005)
New Energy Strategy of Republic of Bulgaria until
2020 (June 2011)
National Action Plan on Energy Efficiency (2011-
2013) aiming at 3% reduction of the end energy
consumption for the period
National Long-term Program for Energy Efficiency
until 2015
National Action Plan for the Energy from RES
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National legislation
Condominium Law (2009)
Law on Energy Efficiency (2008) which improves the certification process based on the experience from the last five years
Law on Energy from Renewable Sources (2011)
National Information System for Energy Efficiency
Secondary legislation regulations with ordinances Indicators on energy consumption and energy performance of buildings
Conditions and procedures for energy efficiency assessment and certification of buildings
Energy efficiency, heat conservation and energy retention in buildings
Regulation for technical passport of buildings
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Incentives & subsidies
Exemption from property taxes for owners of buildings with certificates A&B categories as per Energy Efficiency Law
Programs for subsidizing of energy efficiency audits
EBRD Credit line for energy efficiency in households (REECL 1&2) with 35% of subsidy on the chosen renovation measures
Operational Program Regional Development (2007-2013) – EU structural funds in support of the National program for energy efficient housing renovation with 50% of subsidy on the compulsory package of renovation measures (launched on 1st of July 2012)
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Energy targets
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Foreseen energy performance level The level of energy efficiency renovation is prescribed by the existing legislation introduced in 2004 as transposition of EPBD. The package of renovation measures mostly concerns the building envelope and the building systems. Renewables are rarely included.
Foreseen energy performance level According to the existing legislation the expected level of energy efficiency level for the housing renovation activities is 100kWh/m2 per year.
Current status of energy performance certification The total number of issued certificates by the end of 2010 is 1,102 after an auditing process of 12 million m2 floor area of which less than 50 are for residential buildings.
SHELTER in the BG context
To summarize and analyze the project
management models implemented in the housing
renovation practice so far
To emphasize the bottlenecks in the cooperation
between all parties concerned
To tackle the main barriers for the improvement of
the performance and coordination at the project
phases concerned
To elaborate and implement concrete tools for the
project management improvement in terms of cost
efficiency and scale
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SHELTER pilot 1
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Year of
construction
1932
Condominium
property with
13 dwellings
Centrally
located in
Sofia
SHELTER pilot 2
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Year of construction 1950
Condominium property with
16 dwellings
Centrally located in Sofia
SHELTER pilot 3
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Year of construction
1954
Condominium
property with 19
dwellings
Centrally located in
Sofia
Project description
Energy efficient renovation – insulation of building
envelope and improvement of common parts as
well as installation of RES (solar collectors)
Building inspection and energy audit executed prior
to renovation works
The technical design includes installation of solar
collectors supplied with water boilers, heat
exchanger, expanding vessel, circulation pumps
and hydro-module for automatic management of
temperature sensors. The technical design of solar
thermal installation is coordinated with the utility
provider for heating and hot water at district level. Ideas Exchange
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Project description
Tendering procedure − Separate tenders for contracting the insulation of the
building envelope and the installation of RES (solar collectors)
− The main goal during the implementation of the pilot is to test a project management model for renovation of multi-story condominium housing, which is based on a combination of subsidies from different national and EU sources.
Financing model – 60% of the building design drawings and the building
envelope insulation costs were covered by a subsidy from the state budget. The remaining 40% were covered by the apartment owners. 80% from the RES costs were covered by EU FP6 Concerto program. The remaining 20% were covered by the apartment owners.
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SHELTER alternative 1
Project management of subsidy based renovation pilots affecting all project phases
The main goal during the implementation of this alternative in the operational applications is to test a project management model for renovation of multi-story condominium housing, which is based on a combination of subsidies from different national and EU sources. The main result achieved is the clear understanding that a coordinating project management unit is needed especially in regard to:
─ The coordination of terms and timing of targeted subsidies from different donors;
─ The coordination of subsidy requirements with the project management phasing and the technology requirements of renovation works;
─ The coordination with local authorities;
─ The involvement of residents as end users;
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SHELTER alternative 2
Contracting
The tendering of design and construction project phase is considerably affected due to the fact that: − Each subsidy has specific donor requirements;
− Different subsidy requirements need to be adjusted in order to avoid conflicting consequences;
− Each subsidy component requires specific tendering procedure. In the concrete pilots there were two tenders for the renovation of the building envelope and for the installation of RES on the building roof;
− The important role of the coordinating project management unit during the tendering project phase as well as the public procurement procedure which was done in accordance to donors’ requirements and the relevant Bulgarian legislation;
The operational implementation of alternative 2 additionally shows the crucial importance of the contracting project phase where the coordination between professionals is guaranteed by the coordinating project management unit.
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SHELTER alternative 3
Design decisions
Design engineering project phase affected
The operational application of this planned alternative is
governed by the provisions of the specific Bulgarian legislation
namely the Urban Development Act. BHA contributed as part
of the coordinating project management unit to enlarge the
role of the technical designers in the design engineering
project phase.
Creation of a tool-kit to guide the homeowners in renovation
projects throughout all project phases. In addition, this tool-kit
emphasizes the knowledge needed for the maintenance of
the refurbished building and its extended heating system.
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Effects
Analysis of the final results from the implementation
of the selected alternatives and comparison with
current coordination model for energy efficient
housing renovation
– In terms of costs
– In terms of energy savings and emissions
Energy certification of renovated buildings after the
first year of exploitation
Impact on the design project phase, the
construction project phase and the maintenance/
exploitation of the renovated building
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Thank you for your attention!
Eleonora Gaydarova, PhD
Manager International Projects
Bulgarian Housing Association
A 7 Paris Street, Sofia 1000, Bulgaria
T +359 2 983 12 00
W www.bha-bg.org, www.cac-bg.org
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