Article 1
Subject matter and scope
Article 2
Definitions
Article 3
Comparative methodology framework
Article 4
Comparison of the calculated cost-optimal levels with current minimum energy performance requirements
Article 5
Review of the cost-optimal calculations
Article 6
Reporting
Article 7
Entry into force and application
ANNEX I
Cost-optimal methodology framework
1.
ESTABLISHMENT OF REFERENCE BUILDINGS
(1)
Member States shall establish reference buildings for the following building...
(2)
In addition to office buildings, Member States shall establish reference...
(3)
If a Member State is able to demonstrate in the...
(4)
For each building category, at least one reference building shall...
(5)
Member States can make use of the reporting template provided...
(6)
For existing buildings (both residential and non-residential), Member States shall...
(7)
For new buildings (both residential and non-residential), the currently applicable...
(8)
Member States shall calculate cost-optimal levels also for minimum performance...
(9)
Member States shall endeavour to calculate and set cost-optimal requirements...
2.
IDENTIFICATION OF ENERGY EFFICIENCY MEASURES, MEASURES BASED ON RENEWABLE ENERGY...
(1)
Energy efficiency measures for both new and existing buildings shall...
(2)
Measures may be bundled to packages of measures or variants....
(3)
Member States shall also identify measures/packages/variants using renewable energy for...
(4)
Energy efficiency measures/packages/variants identified for the calculation of cost-optimal requirements...
(5)
If a Member State can demonstrate, by submitting previous cost...
(6)
The selected energy efficiency measures and measures based on renewable...
3.
CALCULATION OF THE PRIMARY ENERGY DEMAND RESULTING FROM THE APPLICATION...
(1)
The energy performance is calculated in accordance with the common...
(2)
Member States shall calculate the energy performance of measures/packages/variants by...
(3)
Energy produced onsite shall be deducted from the primary energy...
(4)
Member States shall calculate the resulting primary energy use using...
(5)
Member States shall use:
(6)
Energy performance results shall, for the purpose of the cost-optimal...
4.
CALCULATION OF THE GLOBAL COST IN TERMS OF NET PRESENT...
4.1.
Categories of costs
4.2.
General principles for cost calculation
(1)
In projecting energy cost developments, Member States may use the...
(2)
The effect of (expected) future price developments for other than...
(3)
Cost data for cost categories (a) to (d) shall be...
(4)
When determining the global cost of a measure/package/variant, the following...
(5)
The residual value shall be determined by a straight-line depreciation...
(6)
Disposal costs, if applicable, are to be discounted and can...
(7)
At the end of the calculation period, the disposal costs...
(8)
Member States shall use a calculation period of 30 years...
(9)
Member States are encouraged to use Annex A to EN...
4.3.
Calculation of global costs for a financial calculation
(1)
When determining the global cost of a measure/package/variant for the...
(2)
Global costs for buildings and building elements shall be calculated...
(3)
Member States shall determine the discount rate to be used...
4.4.
Calculation of global costs for the macroeconomic calculation
(1)
When determining the global cost for the macroeconomic calculation of...
(2)
When determining the global cost at macroeconomic level of a...
(3)
Member States shall calculate the cumulated carbon cost of measures/packages/variants...
(4)
Member States shall determine the discount rate to be used...
5.
UNDERTAKING A SENSITIVITY ANALYSIS FOR COST INPUT DATA INCLUDING ENERGY...
6.
DERIVATION OF A COST-OPTIMAL LEVEL OF ENERGY PERFORMANCE FOR EACH...
(1)
For each reference building, Member States shall compare the global...
(2)
In cases where the outcome of the cost-optimal calculations gives...
(3)
Once a decision is taken on whether the macroeconomic or...
ANNEX II
Information on estimated long-term energy price developments
Information on estimated long-term carbon price developments
ANNEX III
Reporting template that Member States may use for reporting to the Commission pursuant to Article 5(2) of Directive 2010/31/EU and Article 6 of this Regulation
1.
REFERENCE BUILDINGS
1.1.
Report on the reference buildings for all building categories and...
1.2.
Give the definition of the floor area reference used in...
1.3.
Please list the selection criteria used to define each reference...
1.4.
Please indicate whether your reference building is an example building,...
1.5.
Please indicate the underlying dataset for the national building stock...
2.
SELECTING VARIANTS/MEASURES/PACKAGES
2.1.
Report in table format the characteristics of selected variants/measures/packages that...
3.
CALCULATION OF THE PRIMARY ENERGY DEMAND OF THE MEASURES
3.1.
Energy Performance Assessment
3.1.1.
Report the calculation procedure for the energy performance assessment that...
3.1.2.
Give references to relevant legislation, regulation, standards and norms.
3.1.3.
Fill in the calculation period (20 or 30 years), the...
3.2.
Energy demand calculation
3.2.1.
Please report the results of the energy performance calculation for...
3.2.2.
Report the summary of primary energy conversion factors used in...
3.2.3.
Indicate the delivered energy per carrier in an additional table....
4.
GLOBAL COST CALCULATION
4.1.
Calculate the global cost for each variant/package/measure using the following...
4.2.
Report the source of the applied energy price development
4.3.
Report the applied discount rate for the financial and the...
4.4.
Please report your input parameters used for the calculation of...
4.5.
Perform calculation on the sensitivity analysis for the main costs...
4.6.
Please indicate the assumed cost of greenhouse gas emissions for...
5.
COST-OPTIMAL LEVEL FOR REFERENCE BUILDINGS
5.1.
Report the economic optimal energy performance level in primary energy...
6.
COMPARISON
6.1.
If the difference is significant, please indicate the reason that...
Commission Delegated Regulation (EU) No 244/2012
of 16 January 2012
supplementing Directive 2010/31/EU of the European Parliament and of the Council on the energy performance of buildings by establishing a comparative methodology framework for calculating cost-optimal levels of minimum energy performance requirements for buildings and building elements
(Text with EEA relevance)
THE EUROPEAN COMMISSION,
Having regard to the Treaty on the Functioning of the European Union,
Having regard to Directive 2010/31/EU of the European Parliament and of the Council of 19 May 2010 on the energy performance of buildings , and in particular Article 5(1) thereof,
Whereas:
(1)
Directive 2010/31/EU requires the Commission to establish by means of a delegated act a comparative methodology framework for calculating cost-optimal levels of minimum energy performance requirements for buildings and building elements.
(2)
It is the responsibility of Member States to set minimum energy performance requirements for buildings and building elements. The requirements must be set with a view to achieving cost-optimal levels. It is up to the Member States to decide whether the national benchmark used as the final outcome of the cost-optimal calculations is the one calculated for a macroeconomic perspective (looking at the costs and benefits of energy efficiency investments for the society as a whole) or a strictly financial viewpoint (looking only at the investment itself). National minimum energy performance requirements should not be more than 15 % lower than the outcome of the cost-optimal results of the calculation taken as the national benchmark. The cost-optimal level shall lie within the range of performance levels where the cost-benefit analysis over the lifecycle is positive.
(3)
Directive 2010/31/EU promotes the reduction of energy use in the built environment, but also emphasises that the building sector is a leading source of carbon dioxide emissions.
(4)
Directive 2009/125/EC of the European Parliament and of the Council of 21 October 2009 establishing a framework for the setting of ecodesign requirements for energy-related products provides for the establishment of minimum energy performance requirements for such products. When setting national requirements for technical building systems, Member States must take into account the implementing measures established under this Directive. The performances of construction products to be used for the calculations under this Regulation should be determined in accordance with the provisions of Regulation (EU) No 305/2011 of the European Parliament and of the Council of 9 March 2011 laying down harmonised conditions for the marketing of construction products and repealing Council Directive 89/106/EEC .
(5)
The objective of cost-effective or cost-optimal energy efficiency levels may, in certain circumstances, justify the setting by Member States of cost-effective or cost-optimal requirements for building elements that would in practice raise obstacles for some building design or technical options as well as stimulate the use of energy-related products with better energy performance.
(6)
The steps that comprise the comparative methodology framework have been set out in Annex III to Directive 2010/31/EU and include the establishment of reference buildings, the definition of energy efficiency measures to be applied to these reference buildings, the assessment of the primary energy demand of these measures and the calculation of the costs (i.e. net present value) of these measures.
(7)
The common framework for the calculation of the energy performance as established in Annex I to Directive 2010/31/EU applies also to the cost-optimal framework methodology for all its steps, in particular the step of the calculation of the energy performance of buildings and building elements.
(8)
For the purpose of adapting the comparative methodology framework to national circumstances, Member States should determine the estimated economic lifecycle of a building and/or building element, the appropriate cost for energy carriers, products, systems, maintenance, operational and labour costs, primary energy conversion factors, and the energy price developments on this point to be assumed for fuels used in their national context for energy used in buildings, taking into account the information provided by the Commission. Member States should also establish the discount rate to be used in both macroeconomic and financial calculations after having undertaken a sensitivity analysis for at least two interest rates for each calculation.
(9)
To ensure a common approach to the application of the comparative methodology framework by the Member States, it is appropriate for the Commission to establish the key framework conditions needed for net present value calculations such as the starting year for calculations, the cost categories to be considered and the calculation period to be used.
(10)
Establishing a common calculation period does not conflict with Member States’ right to fix the estimated economic lifecycle of buildings and/or building elements since the latter could both be longer or shorter than the calculation period fixed. The estimated economic lifecycle of a building or building element has only limited influence on the calculation period since the latter is determined rather by the refurbishment cycle of a building, which is the period of time after which a building undergoes a major refurbishment.
(11)
Cost calculations and projections with many assumptions and uncertainties, including for example energy price developments over time, are generally accompanied by a sensitivity analysis to evaluate the robustness of the key input parameters. For the purpose of the cost-optimal calculations, the sensitivity analysis should at least address the energy price developments and the discount rate; ideally the sensitivity analysis should also comprise future technology price developments as input for the review of the calculations.
(12)
The comparative methodology framework should enable Member States to compare the results of the cost-optimal calculations with the minimum energy performance requirements in force and to use the result of the comparison to ensure that minimum energy performance requirements are set with a view to achieving cost-optimal levels. Member States should also consider setting minimum energy performance requirements at cost-optimal level for those building categories where so far no minimum energy performance requirements exist.
(13)
The cost-optimal methodology is technologically neutral and does not favour one technological solution over another. It ensures a competition of measures/packages/variants over the estimated lifetime of a building or building element.
(14)
The results of the calculations and the input data and assumptions used are to be reported to the Commission as stipulated in Article 5(2) of Directive 2010/31/EU. These reports should enable the Commission to assess and report on the progress made by Member States towards reaching cost-optimal levels of minimum energy performance requirements.
(15)
To limit their administrative burden, it should be possible for Member States to reduce the number of calculations by establishing reference buildings that are representative of more than one building category, without affecting Member States’ duty under Directive 2010/31/EU to set minimum energy performance requirements for certain building categories,
HAS ADOPTED THIS REGULATION:
OJ L 153, 18.6.2010, p. 13.
OJ L 285, 31.10.2009, p. 10.
OJ L 88, 4.4.2011, p. 5.