Deliverable 1.2 - Integrated draft of the methodology
Creators: name: Orova, Melinda
Publisher: name: Zenodo
Year: 2021
Subjects: methodology
deep renovation

description: The StepUP project methodology is developed to support improving the efficiency of deep renovation projects. The present public deliverable D1.2 includes the description of the StepUP renovation methodology in its current development stage. The report brings together the results developed in the StepUP project so far and integrates them into the overall renovation process. The Introduction chapter describes the underlying principles guiding the methodology development, the main target audience and purpose of the process description (it primarily aims to provide a guideline for future project owners and project managers who want to implement the project approach). This chapter also includes the feedback collected from within the consortium and through StepUP related workshops about the StepUP approach towards renovation. The European Commission published on 14 October 2020 a new strategy to boost renovation called "A Renovation Wave for Europe – Greening our buildings, creating jobs, improving lives" to incentivize investments in renovation and support the implementation of efficient methods and technologies. Chapter 3 aims to describe the contribution of the StepUP approach toward the goals and methods described in the strategy. Chapter 4 includes the summary of the scope and boundaries of the applicability of the methodology. The StepUP project methodology is optimized for specific building types, which have distinct stakeholder groups who are supporting / benefitting from the project. The StepUP methodology can also be fully implemented in renovation projects where the StepUP P&amp;P technologies (industrialized technologies developed within the StepUP project) can be deployed. The methodology also includes KPIs – metrics that help evaluate the overall improvement from the renovation – that are specific to deep energy renovation projects. Chapter 5 of the report presents the five renovation phases: Feasibility, Preparation, Design, Implementation and Operation phases. A project starts with the Feasibility phase where a simple assessment is carried out to determine if the renovation for the selected building is feasible. Then during the Preparation phase all project related information is collected (including 1 year of monitoring data, occupancy and user behaviour information, building geometry and parametric data etc.) which results in a calibrated simulation model that will support the design of renovation. In the Design phase the renovation options are developed and assessed. Additionally, a business case is developed that presents the costs and potential savings of the different renovation versions. It also proposes a plan for financing the implementation of the different measures, mainly utilizing the concept of iterative renovation process (where the savings from each renovation cycle can finance the implementation of the next measure). Based on the developed design the renovation measures are carried out during the Implementation phase. After project handover the performance of the newly refurbished building is closely monitored during the Operation phase. Finally, the next renovation cycle can start according to the business case. This means that the project information is updated and the design can be started for the new measures to be implemented. For each phase of the renovation their goals, necessary inputs, expected outcomes, expected duration and process is detailed. Chapter 6 summarizes all the tools that are developed to enable the use of certain functions of the StepUP methodology: The overarching tools, that support the overall process, or multiple methodology phases: <strong>Data management platform </strong>– provides a suite of online visualisations and analysis tools to inspect the performance of the building before and after the renovation Life Cycle platform - a suite of integrated tools to facilitate communication and track the renovation project stages, including the capability to assess the potential performance of ECMs ahead of deployment. <strong>Stakeholder engagement strategy - </strong>a guideline for involving the typical project stakeholders in all stages of the renovation process <strong>LEAN project delivery guidelines -</strong> guideline for implementation of LEAN project delivery methods in industrialized renovation projects. <strong>Technology provider clusters -</strong> clusters of third-party technology producers which are able to be integrated into the technologies developed by StepUP <strong>Monitoring data collection protocol -</strong> Protocol for the building related monitoring data acquisition framework and infrastructure <strong>SmartEPC </strong>– a guidance to integrate the StepUP method into the existing enhanced smartEPC methodology for Maintenance and Energy Performance Contracting. The phase-specific tools that are used for supporting a specific activity in one of the five methodology phases: <strong>Feasibility phase business case tool - </strong>Preliminary and basic financial evaluation of the renovation project showing a rough estimate of the energy savings potential of a building or project and the related financial requirements. <strong>Technology applicability checking tool –</strong> a tool that provides a checklist to assess whether the technologies developed in the StepUP project can be applied to a building. <strong>IES model setup guidelines –</strong> a guide to develop an accurate physics-based model of the building ahead of the design stage <strong>IES model calibration guideline –</strong> a tool to move from a physics-based model of the building to a digital twin, used to evaluate the potential performance of various ECMs <strong>Business case tool -</strong> provides the business case, focused on the financial evaluation, of the design option selected during this design phase. <strong>P&amp;P protocol -</strong> Defines specifications for integration of StepUP technologies with third party solutions and product characteristics <strong>P&amp;P envelope installation guidelines -</strong> Installation Guideline of the P&amp;P envelope modules <strong>SmartHeat installation guidelines -</strong> Installation Guideline of the P&amp;P heating system modules. <strong>M&amp;V guideline </strong>– a guide to prepare for Measurement &amp; Verification starting from the design phase, until its implementation after the renovation of the building. This report is intended to be distributed publicly, aiming to collect feedback on the described process, the tools under development from its potential future users. Based on the feedback to be collected, the StepUP methodology nd supporting tools will be updated and finalized at the end of the project. Chapter 7 describes the proposed process to collect the most useful and relevant feedback by defining who it should be collected from, collection methods and main communication channels.