ARCHIVES HISTORIQUES 
DE LA COMMISSION 
 
 
 
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DOCUMENTS "COM" 
 
 
 
 
COM (84) 720 
 
 
 
Vol. 1984/0 260 
  
 
Disclaimer  
Conformém ent au règlement (CEE, Euratom) n° 354/83 du Conseil du 1er février 1983 
concernant l'ouverture au public des archives historiques de la Communauté économique 
européenne et de la Communauté européenne de l'énergie atomique (JO L 43 du 15.2.1983, 
p. 1), tel que modifié par le règlement (CE, Euratom) n° 1700/2003 du 22 septembre 2003 
(JO L 243 du 27.9.2003, p. 1), ce dossier est ouvert au public. Le cas échéant, les documents 
classifiés présents dans ce dossier ont été déclassifiés conformément à l'article 5 dudit 
règlem ent. 
In accordance with Council Regulation (EEC, Euratom) No 354/83 of 1 February 1983 
concerning the opening to the public of the historical archives of the European Econom ic 
Communit y and the European Atom ic Energy Communit y (OJ L 43, 15.2.1983, p. 1), as 
amended by Regulation (EC, Euratom) No 1700/2003 of 22 September 2003 (OJ L 243, 
27.9.2003, p. 1), this file is open to the public. Where necessary, classified documents in this 
file have been declassified in conformity with Article 5 of the aforementioned regulation. 
In Übereinstimmung mit der Verordnung (EWG, Euratom) Nr. 354/83 des Rates vom  1. 
Februar 1983 über die Freigabe der historischen Archive der Europäischen 
Wirtschaftsgemeinschaft und der Europäischen Atomgem einschaft (ABI. L 43 vom  15.2.1983, 
S. 1), geändert durch die Verordnung (EG, Euratom) Nr. 1700/2003 vom 22. Septem ber 2003 
(ABI. L 243 vom 27.9.2003, S. 1), ist diese Datei der Öffentlichkeit zugänglich. Soweit 
erforderlich, wurden die Verschlusssachen in dieser Datei in Übereinstimmung mit Artikel 5 
der genannten Verordnung freigegeben. 
ΕΠΙΤΡΟΠΗ ΤΩΝ ΕΥΡΩΠΑΪΚΩΝ ΚΟΙΝΟΤΗΤΩΝ
00Μ(Θ4) 720 τελικό
Βρυξέλλες, 14 Δεκεμβρίου (3 1984
Διεθνής Εταιρεία Ενεργείας
Συμφωνία εφαρμογής ενός προγράμματος Η & ϋ για την  
εξοικονόμηση ενεργείας στα κτίρια και τα συλλογικά  
συστήματα
(ανακοίνωση της Επιτροπής προς το Συμβούλιο)
00Μ(84) 720 τελικό

ΑΝΑΚΟΙΝΩΣΗ ΤΗΙ ΕΠΙΤΡΟΠΗΣ ΠΡΟΣ ΤΟ ΣΥΜΒΟΥΛΙΟ
Στις 24 Ιουνίου και οτις 6 Ιουλίου 1976 συνάφθηκε συμφωνία υπό  
μορφή ανταλλαγής επιοτολών μεταξύ της Ευρωπαϊκής Κοινότητας  
Ατομικής Ενέργειας (Euratom) και της Ευρωπαϊκής Οικονομικής  
Κοινότητας, αφενός, και του Διεθνούς Οργανισμού Ενέργειας (ΔΟΕ),  
αφετέρου, που αφόρα τη συνεργασία στον τομέα της Ενεργειακής  
Έρευνας και Ανάπτυξης.
Σύμφωνα με την ανταλλαγή των επιστολών, οι Ευρωπαϊκές Κοινότη­
τες εκδήλωσαν την πρόθεσή τους να διαπραγματευτούν, κατά περί­
πτωση, τη συμμετοχή τους σε όσες "Συμφωνίες Εφαρμογής", που  
έχουν συνταχθει στο πλαίσιο του ΔΟΕ, θα μπορούσαν να συμβάλουν  
στην επίτευξη των στόχων της Κοινότητας στον τομέα της έρευνας  
και ανάπτυξης. Από τη δική του πλευρά, ο ΔΟΕ έλαβε γνώση αυ­
τής της πρόθεσης και επιβεβαίωσε ότι η συμμετοχή αυτού του  
είδους είναι ανοικτή για τις Ευρωπαϊκές Κοινότητες.
Για την υλοποίηση αυτής της ανταλλαγής επιστολών συνάφβηκαν  
δέκα Συμφωνίες Εφαρμογής που παρέχουν ένα ευρύ πλαίσιο καθο­
ρισμού κανόνων για την εκτέλεση ορισμένων "εργασιών" ESA που  
περιγράφονται στα παραρτήματα, κάθε μιας από τις εν λόγω συμ­
φωνίες. Αν και, προσυπογράφοντας τη συμφωνία, κάθε συμβαλλό­
μενο μέρος επιβεβαιώνει την πρόθεσή του να συμμετάαχει σε μία  
ή περισσότερες εργασία, εντούτοις, καθορίζονται επίσης και οι  
προϋποθέσεις για την εκτέλεση περαιτέρω εργασιών, σύμφωνα με  
μια διαδικασία που προσδιορίζεται στο άρθρο 2(b) της Συμφωνίας  
Εφαρμογής.
Το 1977 οριστικοποιήθηκε μια Συμφωνία Εφαρμογής για πρόγραμμα  
έρευνας και ανάπτυξης για την ορθολογική χρήση της ενέργειας  
στον τομέα των κτιρίων και των κοινοτικών συστημάτων. Εκείνη  
την εποχή η Επιτροπή δεν συνυπέγραψε, ούτε συμμετέσχε στα προ­
γράμματα συνεργασίας στην έρευνα (καλούμενα "Παραρτήματα" των  
Συμφωνιών Εφαρμογής) που εμπίπτουν στο πλαίσιο αυτής της Συμφω­
νίας Εφαρμογής. Μέχρι σήμερα πραγματοποιήθηκαν δέκα τέτοια  
προγράμματα.
Η Εκτελεστική Επιτροπή που διαχειρίζεται την έρευνα σύμφωνα  
με την Συμφωνία αυτή, συνέταξε ένα νέο παράρτημα εργασιών, που  
χαρακτηρίζεται σαν Παράρτημα XI στα συνημμένα έγγραφα, και αφο­
ρά την ανάπτυξη και εφαρμογή αποτελεσματικών από απόψεως κόστους  
μέτρων, μεθόδων και στρατηγικών για τον οικονομικό ενεργειακό  
έλεγχο των κτιρίων. Το πρόγραμμα ESA υποδιαιρείται σε δύο υπο­
προγράμματα εργασιών :
Υποπρόγραμμα A : Μέθοδοι και μέσα συλλογής στοιχείων για  
τον οικονομικό έλεγχο :
(α) Ανάπτυξη μεθόδων και μέσων για τη συλλογή στοιχείων'
(β) Συλλογή, αξιολόγηση και διανομή βασικών πληροφοριών  
που καλύπτουν υπάρχουσες και νέες μεθόδους, μέσα  
και μηχανισμούς για τη συλλογή στοιχείων.

-  2 -
Υποπρόγραμμα Β : Προσδιορισμός των κατάλληλων μέτρων  
εκουγχρονιομού
(γ) Ανάπτυξη μεθόδων αξιολόγησης όσον αφορά τη χρήση  
της ενέργειας και στρατηγικών για τη βελτίωση της  
ορθολογικής χρήσης της ενέργειας"
(δ) Διατύπωση και χρήση ποσοτικών "στόχων" για τη χρή­
ση ενέργειας σε διάφορους τύπους κτιρίων"
(ε) Ανάπτυξη μεθόδων για την αξιολόγηση της αποδοτικό-  
τητας των μέτρων εκσυγχρονισμού.
5. Δεδομένου ότι είναι απαραίτητο ένα κάποιο επίπεδο συντονισμού  
και σχεδιασμού πριν από τον καθορισμό αυτών των υποπρογραμμάτων  
η Επιτροπή δέχθηκε να αναλάβει ανεπίσημα την αρμοδιότητα του  
επικεφαλής μεταξύ των συμμετεχόντων στο υποπρόγραμμα Β, μέχρις  
ότου η προσχώρησή της στην Συμφωνία Εφαρμογής εγκριθεί επίσημα.
Η Επιτροπή ήταν σε θέση να προβεί σ' αυτή την ενέργεια, επειδή  
ο καλυπτόμενος τομέας εμπίπτει στο αντικείμενο του εκτελούμενου  
Ερευνητικού Προγράμματος Δράσης "Ενεργειακή διαχείριση των κα­
τοικιών" του Κ.Κ.Ερ. (Ιερτβ).
6. Όπως συνήθως στις συμφωνίες αυτού του είδους, το πρόγραμμα  
που εξετέλεσαν οι συμμετέχοντες συνίσταται σε "συνεργατική"  
έρευνα (άρθρο 3 του Παραρτήματος XI) και κάθε συμμετέχον μέ­
ρος καλύπτει τα έξοδα που του αναλογούν (άρθρο 6). 'Οσον αφο­
ρά την Επιτορπή, το μέρος του προγράμματος που την αφορά καλύ­
πτεται από το Ερευνητικό Πρόγραμμα Δράσης - Μη πυρηνικές ενερ­
γειακές πηγές : Ενεργειακή διαχείριση των κατοικιών.
?. Το άρθρο Ι(α) της Συμφωνίας Εφαρμογής ορίζει ότι πρέπει να  
γίνεται ανταλλαγή πληροφοριών σχετικά με τα αποτελέσματα της  
έρευνας που διεξάγεται από τους συμμετέχοντες.
Κάθε πληροφορία που λαμβάνει η Κοινότητα μπορεί να διατίθεται  
στα κράτη μέλη.
Το άρθρο 8 του Παραρτήματος XI καθορίζει τους κανόνες που διέ-  
πουν την ενημέρωση και την πνευματική ιδιοκτησία.
8. Δεδομένου ότι το πρόγραμμα του Παραρτήματος XI αποτελεί κατανο­
μή των εργασιών, δεν υπάρχουν οικονομικές επιπτώσεις από τη συμ­
μετοχή της Επιτροπής. Κάθε μέρος αναμένεται να συμβάλει με  
τουλάχιστον 20 ανθρωπομήνες" στην περίπτωση της Επιτροπής, με  
την ιδιότητά της του Επικεφαλής Μέλους, η συμμετοχή της θα εί­
ναι 30 ανθρωπομήνες. Η συμμετοχή της Επιτροπής δεν απαιτεί  
πρόσθετο προσωπικό, αλλά μπορεί να καλυφθεί από την τρέχουσα  
λε'τουογί« του Κ.Κ.ερ. σ-’-ην Ι^ρτβ.
9.
επιτροπή ενέργειας της CREST έδωσε  
εν λόγω συμμετοχή.Η υπο-
ευμενή γνώμη για την

- 3 -
10. Πριν από την επίσημη συμμετοχή της στο πρόγραμμα του Παραρτή­
ματος XI και την προσχώρησή της στη Συμφωνία Εφαρμογής που  
καλύπτει το Παράρτημα XI, η Επιτροπή, όπως και σε προηγούμενες  
περιπτώσεις, ενημερώνει το Συμβούλιο σχετικά με την πρόθεσή  
της να συμμετάσχει.

INTERNATIONAL ENERGY AGENCY
IMPLEMENTING AGREEMENT
FOR A PROGRAMME OF RESEARCH  
AND DEVELOPMENT
ON ENERGY CONSERVATION IN BUILDINGS  
AND COMMUNITY SYSTEMS

INTERNATIONAL ENERGY AGENCY
IMPLEMENTING AGREEMENT
FOR A PROGRAMME OF RESEARCH  
AND DEVELOPMENT
ON ENERGY CONSERVATION IN BUILDINGS  
AND COMMUNITY SYSTEMS
TABLE OF CONTENTS
Preamble  ...........................................................................................  5
Article 1
Objectives  .........................................................................................  6
Article 2
Identification  and Initiation  of Ta sk s ..................................... 6
Article 3
The Executive  Committee  ............................................................... 7
Article 4
The Operating  Ag e n t s ...................................................................  9
Article 
5
Administration  and Staff  .........................................  10
Article 6
Finance  ................................................................................................ 11

Article  7
Information  and Intellectual  Property  ................................  13
Ar
ticle 8
Legal  Responsibility  and Insurance ........................................  14
Ar
ticle 9
Législative  Provisions .................................................................. 14
Article 10
Admission  and Withdrawal  of Contracting  Pa r t ie s .............  15
Ar
ticle 11
Final Provisions  ............................................................................. 17
ANNEX I
Establishment  of Methodologies  for I.oad/Energy  Deter ­
mination  of Buildings ..............................    19

INTERNATIONAL ENERGY AGENCY
IMPLEMENTING AGREEMENT
FOR A PROGRAMME OF RESEARCH  
AND DEVELOPMENT
ON ENERGY CONSERVATION IN BUILDINGS  
AND COMMUNITY SYSTEMS
The Contracting Parties
Considering  that the Contracting Parties, being either governments or inter­
national organisations or parties designated by their respective governments pursuant to  
Article III of the Guiding Principles for Co-operation in the Field of Energy Research and  
Development adopted by the Governing Board of the International Energy Agency (the  
“Agency”) on 28th July, 1975, wish to take part in the establishment and operation of a  
Programme of Research and Development on Energy Conservation in Buildings and  
Community Systems (the “Programme") as provided in this Agreement;
Considering  that the Contracting Parties which are governments and the govern­
ments of the other Contracting Parties (referred to collectively as the “Governments”)  
participate in the Agency and have agreed in Article 41 of the Agreement on an Inter­
national Energy Program (the “I.E.P. Agreement”) to undertake national programmes 
in the areas set out in Article 42 of the I.E.P. Agreement, including research and devel­
opment on energy conservation in which field the Programme will be carried out;
Considering  that in the Governing Board of the Agency on 28th July, 1975  
the Governments approved the Programme as a special activity under Article 65 of the  
I.E.P. Agreement;

Considering  that the Agency has recognised the establishment of the Programme  
as an important component of international co-operation in the field of energy conservation  
research and development;
Have agreed  as follows:
Article 1  
OBJECTIVES
(a) Scope of Activity.  The Programme to be carried out by the Contracting  
Parties within the framework of this Agreement shall consist of co-operative research,  
development, demonstrations and exchanges of information regarding energy conservation  
in buildings and community systems.
(b) Method of Implementation.  The Contracting Parties shall implement the 
Programme by undertaking one or more tasks (the “Task” or “Tasks”) each of which  
will be open u; participation by two or more Contracting Parties as provided in Article 2  
hereof. The Contracting Parties which participate in a particular Task are, for the  
purposes of that Task, referred to in this Agreement as “Participants”.
(c) Task Co-ordination and Co-operation.  The Contracting Parties shall co­
operate in co-ordinating the work of the various Tasks and shall endeavour, on the basis  
of an appropriate sharing of burdens and benefits, to encourage co-operation among  
Participants engaged in the various Tasks with the objective of advancing the research  
and development activities of all Contracting Parties in the field of energy conservation  
in buildings and community systems.
Article 2
IDENTIFICATION AND INITIATION OF TASKS
(a) Identification.  The Tasks undertaken by Participants are identified in the  
Annexes to this Agreement. At the time of signing this Agreement, each Contracting Party  
shall confirm its intention to participate in one or more Tasks by giving the Executive  
Director of the Agency a Notice of Participation in the relevant Annex or Annexes and  
the Operating Agent for each Task shall give the Executive Director of the Agency a Notice  
of Acceptance of the Task Annex. Thereafter, each Task shall be carried out in accord­
ance with the procedures set forth in Articles 2 to 11 hereof, unless otherwise specifically  
provided in the applicable Annex.
(b) Initiation of Additional Tasks.  Additional Tasks may be' initiated by any  
Contracting Party according to the following procedure:

(1) A Contracting Party wishing to initiate a new Task shall present to  
one or more Contracting Parties for approval a draft Annex, similar in  
form to the Annexes attached hereto, containing a description of the  
scope of work and condition? > f the Task proposed to be performed;
(2) Whenever two or more Contracting Parties agree to undertake a new  
Task, they shall submit the draft Annex for approval by the Executive  
Committee pursuant to Article 3 (e) (2) hereof; the approved draft Annex  
shall become part of this Agreement; Notice of Participation in the Task  
by Contracting Parties and acceptance by the Operating Agent shall be  
communicated to the Executive Director in the manner provided in  
paragraph (a) above;
(3) In carrying out the various Tasks, Participants shall co-ordinate their  
activities in order to avoid duplication of activities.
(c) Application of Task Annexes.  Each Annex shall be binding only upon the
Participants therein and upon the Operating Agent for that Task, and shall not affect the  
rights or obligations of other Contracting Parties.
Article 3
THE EXECUTIVE COMMITTEE
(a) Supervisory Control.  Control of the P'ogramme shall be vested in the  
Executive Committee constituted under this Article.
(b) Membership.  The Executive Committee .hall consist of one member desig­
nated by each Contracting Party; each Contracting Pai ty shall also designate an alternate  
member to serve on the Executive Committee in the e/ent that its designated member is  
unable to do so.
(c) Responsibilities.  The Executive Committee shall:
(1) Adopt for each year, acting by unanimity, the Programme of Work, and  
Budget if foreseen, for each Task, together with an indicative programme  
of work and budget for the followir g two years; the Executive Com­
mittee may, as required, make adjustments within the framework of  
the Programme of Work and Budget;
(2) Make such rules and regulations as may be required for the sound man­
agement of the Tasks, including financial rules as provided in Article 6  
hereof;
(3) Carry out the other functions conferred upon it by this Agreement and  
the Annexes hereto; and
7

(4) Consider any matters submitted to it by any of the Operating Agents  
or by any Contracting Party.
(à) Procedure.  The Executive Committee shall carry out its responsibilities in
accordance with the following procedures:
(1) The Executive Committee shall each year elect a Chairman and one  
or more Vice-Chairmen;
(2) The Executive Committee may establish such subsidiary bodies and rules  
of procedure as are required for its proper functioning. A representative  
of the Agency and a representative of each Operating Agent (in its  
capacity as such) may attend meetings of the Executive Committee  
and its subsidiary bodies in an advisory capacity;
(3) The Executive Committee shall meet in regular session twice each year;  
a special meeting shall be convened upon the request of any Contracting  
Party which can demonstrate the need therefor;
(4) Meetings of the Executive Committee shall be held at such time and  
in such office or offices as may be designated by the Committee;
(5) At least twenty-eight days before each meeting of the Executive Com­
mittee, notice of the time, place and purpose of the meeting shall be  
given to each Contracting Party and to other persons or entities entitled  
to attend the meeting; notice need not be given to any person or entity  
otherwise entitled thereto if notice is waived before or after the  
meeting;
(6) The quorum for the transaction of business in meetings of the Executive  
Committee shall be one-half of the members plus one (less any resulting  
fraction) provided that any action relating to a particular Task shall  
require a quorum as aforesaid of members or alternate members desig­
nated by the Participants in that Task. If a government has designated  
more than one Contracting Party to this Agreement, the Executive  
Committee members designated by those Contracting Parties shall, for  
quorum purposes under this paragraph, be counted as one member.
(e) Voting.
(1) When the Executive Committee adopts a decision or recommendation  
for or concerning a particular Task, the Executive Committee shall act:
(7) When unanimity is required under this Agreement: by agreement  
of those members or alternate members which were designated by  
the Participants in that Task and which are present and voting;
(ii) When no express voting provision is made in this Agreement: by  
majority vote of those members or alternate members which were  
designated by the Participants in that Task and which are present  
and voting;

(2) In all other cases in which this Agreement expressly requires the  
Executive Committee to act by unanimity, this shall require the agreement  
of each member or alternate member present and voting, and in respect  
of all other decisions and recommc -dations for which no express voting  
provision is made in this Agreement, the Executive Committee shall  
act by a majority vote of the members or alternate members present  
and voting;
(3) The decisions and recommendations referred to in paragraphs (1) and
(2) above may, with the agreement of each member or alternate member  
entitled to act thereon, be made by mail, telex or cable without the  
necessity for calling a meeting. Such action shall be taken by unanimity  
or n: ajority of such members as in a meeting. The Chairman of the  
Executive Committee shall ensure that all members are informed of  
each decision or recommendation made pursuant to this paragraph;
(4) If a government has designated more than one Contracting Party to this  
Agreement, those Contracting Parties may cast only one vote under  
this Article.
(f) Reports.  The Executive Committee shall, at least annually, provide the
Agency with periodic reports on the progress of the Programme.
Article 4
THE OPERATING AGENTS
(a) Designation.  Participants shall designate in the relevant Annex an Operating  
Agent for each Task. References in this Agreement to the Operating Agent shall apply  
to each Operating Agent in respect of the Task for which it is responsible.
(b) Scope of Authority to A ct on Behalf of Participants.  Subject to the provisions  
of the applicable Annex:
(1) All legal acts required to carry out each Task shall be performed on  
behalf of the Participants by the Operating Agent for the Task;
(2) The Operating Agent shall hold, for the benefit of the Participants,  
the legal title to all property rights which may accrue to or be acquired  
for the Task.
The Operating Agent shall operate the Task under its supervision and responsibility,  
subject to this Agreement, in accordance with the law of the country of the Operating Agent.
(c) Reimbursements of Costs.  The Executive Committee may provide that  
expenses and costs incurred by an Operating Agent in acting as such pursuant to this  
Agreement shall be reimbursed to the Operating Agent from funds made available by the  
Participants pursuant to Article 6 hereof.

(d) Replacement.  Should the Executive Committee wish to replace an Operating  
Agent with another government or entity, the Exe:utive Committee may, acting by  
unanimity and with the consent of such government or entity, replace the initial Operating  
Agent. References in this Agreement to the “Operating Agent” shall include any govern­
ment or entity appointed to replace the original Operating Agent under this paragraph.
(e) Resignation.  An Operating Agent shall have the right to resign at any  
time, by giving six months written notice to that effect to the Executive Committee, provided  
that:
(1) A Participant, or entity designated by a Participant, is at such time  
willing to assume the duties and obligations of the Operating Agent and  
so notifies the Executive Committee and the other Participants to that  
effect, in writing, not less than three months in advance of the effective  
date of such resignation; and
(2) Such Participant or entity is appro/ed by the Executive Committee,  
acting by unanimity.
(f) Accounting.  An Operating Agent which is replaced or which resigns as  
Operating Agent shall provide the Executive Committee with an accounting of any monies  
and other assets which it may have collected or acquired for the Task in the course of  
carrying out its responsibilities as Operating Agent.
(g) Transfer of Rights.  In the event that another Operating Agent is appointed  
under paragraph (d) or (e) above, the Operating Agent shall transfer to such replacement 
Operating Agent any property rights which it may hold cn behalf of the Task.
Article 5
ADMINISTRATION AND STAFF
(a) Administration of Tasks.  Each Operating Agent shall be responsible to the  
Executive Committee for implementing its designated Task in accordance with this Agree­
ment, the applicable Task Annex, and the decisions of tl e Executive Committee.
(b) Information and Reports.  Each Operai ng Agent shall furnish to the  
Executive Committee such information concerning the Task as the Committee may request  
and shall each year submit, not later than two months after the end of the financial year,  
a report on the status of the Task.
(c) Staff.  It shall be the responsibility of the Operating Agent to retain such 
staff as may be required to carry out its designated Task in accordance with rules determined  
by the Executive Committee. The Operating Agent may also, as required, utilise the  
services of personnel employed by other Participants (c r organisations or other entities  
designated by Contracting Parties) and made available tc the Operating Agent by second­
ment or otherwise. Such personnel shall be remunerated by their respective employers

and shall, except as provided in this Article, be subject to their employers’  conditions of  
service. The Contracting Parties shall be entitled to claim the appropriate cost of such  
remuneration or to receive an appropriate credit for such cost as part of the Budget of  
the Task, in accordance with Article 6 (f) (6) hereof.
Article 6  
FINANCE
(a) Individual Obligations.  Each Contracting Party shall bear the costs it incurs  
in carrying out this Agreement, including the costs of formulating or transmitting reports  
and of reimbursing its employees for travel and other per diem expenses incurred in  
connection with work carried out on the respective Tascs, unless provision is made for  
such costs to be reimbursed from common funds as provided in paragraph (g) below.
(b) Common Financial Obligations.  Participants wishing to share the costs  
of a particular Task shall agree in the appropriate Task Annex to do so. The apportion­
ment of contributions to such costs (whether in the form of cash, services rendered, intel­
lectual property or the supply of materials) and the use of such contributions shall be  
governed by the regulations and decisions made pursuant to this Article by the Executive  
Committee.
(c) Rules of Procurement, Expenditure.  The Executive Committee, acting by  
unanimity, may make such regulations as are required for he sound financial management  
of each Task including, where necessary:
(1) Establishment of budgetary and procurement procedures to be used by  
the Operating Agent in making payments from any common funds  
which may be maintained by Participants for the account of the Task  
or in making contracts on behalf of the Participants;
(2) Establishment of minimum levels of expenditure for which Executive  
Committee approval shall be required, ncluding expenditure involving  
payment of monies to the Operating Agent for other than routine salary  
and administrative expenses previously approved by the Executive  
Committee in the budget process.
In the expenditure of common funds, the Operating Agent shall take into account the  
necessity of ensuring a fair distribution of such expenditure in the Participants’  countries,  
where this is fully compatible with the most efficient technical and financial management  
of the Task.
(d) Crediting of Income to Budget.  Any income which accrues from a Task  
shall be credited to the Budget of that Task.
(e) Accounting.  The system of accounts employed by the Operating Agent  
shall be in accordance with accounting principles generally accepted in the country of the  
Operating Agent and consistently applied.
t 11

(f) Programme of Work and Budget, Keeping of Accounts.  Should Participants
agree to maintain common funds for the payment of obligations under a Programme of  
Work and Budget of the Task, accounts shall be maintained as follows unless otherwise  
decided by the Executive Committee, acting by unanimity:
(1) The financial year of the Task shall correspond to the financial year of  
the Operating Agent;
(2) The Operating Agent shall each year prepare and submit to the Executive  
Committee for approval a draft Programme of Work and Budget,  
together with an indicative programme of work and budget for the  
following two years, not later than three months before the beginning of  
each financial year;
(3) The Operating Agent shall maintain complete, separate financial records  
which shall clearly account for all funds and property coming into the  
custody or possession of the Operating Agent in connection with the  
Task;
(4) Not later than three months after the close of each financial year the  
Operating Agent shall submit to auditors selected by the Executive  
Committee for audit the annual accounts maintained for the Task; upon  
completion of the annual audit, ti e Operating Agent shall present the  
accounts together with the auditors’  report to the Executive Committee  
for approval;
(5) All books of account and records maintained by the Operating Agent  
shall be preserved for at least three years from the date of termination  
of the Task;
(6) Where provided in the relevant Annex, a Participant supplying services, 
materials or intellectual property to the Task shall be entitled to a  
credit, determined by the Executive Committee, acting by unanimity,  
against its contribution (or to compensation, if the value of such  
services, materials or intellectual property exceeds the amount of the  
Participant’ s contribution); such c-edits for services of staff shall be  
calculated on an agreed scale approved by the Executive Committee  
and include all payroll-related costs.
(g) Contribution to Common Funds.  Should Participants agree to establish
common funds under the annual Programme of Work and Budget for a Task, any financial  
contributions due from Participants in a Task shall be paid to the Operating Agent in  
the currency of the country of the Operating Agent at such times and upon such other  
conditions as the Executive Committee, acting by unanimity, shall determine, provided 
however that:
(1) Contributions received by the Operating Agent shall be used solely in  
accordance with the Programme of Work and Budget for the Task;

(2) The Operating Agent shall be under no obligation to carry out any work 
on the Task until contributions amounting to at least fifty per cent  
(in cash terms) of the total due at any one time have been received.
(h) Ancillary Services.  Ancillary services may, as agreed between the Executive  
Committee and the Operating Agent, be provided by that Operating Agent for the operation  
of a Task and the costs of such services, including overheads connected therewith, may be  
met from budgeted funds of that Task.
(i) Taxes.  The Operating Agent shall pay all taxes and similar impositions  
(other than taxes on income) imposed by national or local governments and incurred by it  
in connection with a Task, as expenditure incurred in the operation of that Task under  
the Budget; the Operating Agent shall, however, endeavour to obtain all possible exemptions  
from such taxes.
(j) Audit.  Each Participant shall have the right, at its sole cost, to audit the  
accounts of any work in a Task for which common funds are maintained on the following  
terms:
(1) The Operating Agent shall provide the other Participants with an  
opportunity to participate in such audits on a cost-shared basis;
(2) Accounts and records relating to activities of the Operating Agent other  
than those conducted for the Task shall be excluded from such audit,  
but if the Participant concerned requires verification of charges to the  
Budget representing services rendered to the Task by the Operating  
Agent, it may at its own cost request and obtain an audit certificate  
in this respect from the auditors of the Operating Agent;
(3) Not more than one such audit shall be required in any financial year;
(4) Any such audit shall be carried out by not more than three representatives  
of the Participants.
Article  7
INFORMATION AND INTELLECTUAL PROPERTY
It is expected that for each Task agreed to pursuant to t  his Agreement, the applicable  
Annex will contain information and intellectual property provisions. The General Guide­
lines Concerning Information and Intellectual Property, approved by the Governing Board  
of the Agency on 21st November, 1975, shall be taken into account in developing such  
provisions.
13

Article 8
LEGAL RESPONSIBILITY AND INSURANCE
(a\ Liability of Operating Agent.  The Operating Agent shall use all reasonable
skill and care in carrying out its duties under this Agreement in accordance with all  
applicable laws and regulations. Except as otherwise provided in this Article, the cost  
of all damage to property, and all expenses associated with claims, actions and other costs  
arising from work undertaken with common funds for a Task shall be charged to the  
Budget of that Task; such costs and expenses arising from other work undertaken for a  
Task shall be charged to the Budget of that Task if th; Task Annex so provides or the  
Executive Committee, acting by unanimity, so decides.
(b) Insurance.  The Operating Agent shall prepose to the Executive Committee  
all necessary liability, fire and other insurance, and snail carry such insurance as the  
Executive Committee may direct. The cost of obtaining and maintaining insurance shall  
be charged to the Budget of the Task.
(c) Indemnification of Contracting Parties.  The Operating Agent shall be liable, 
in its capacity as such, to indemnify Participants against the cost of any damage to  
property and all legal liabilities, actions, claims, costs aid expenses connected therewith 
to the extent that they:
(1) Result from the failure of the Operating Agent to maintain such  
insurance as it may be required to maintain under paragraph (b) above;  
or
(2) Result from the gross negligence or v'ilful misconduct of any officers  
or employees of the Operating Agent in carrying out their duties under  
this Agreement.
Article 9
LEGISLATIVE PROVISIONS
(a) Accomplishment of Formalities.  Each Participant shall, within the frame­
work of applicable legislation, use its best endeavours to facilitate the accomplishment of  
formalities involved in the movement of persons, the importation of materials and equip­
ment and the transfer of currency which shall be required to conduct the Task in which  
it is engaged.
(b) Applicable Laws.  In carrying out this Agreement and its Annexes, the  
Contracting Parties shall be subject to the appropriation of funds by the appropriate govern­
mental authority, where necessary, and to the constitution, laws and regulations applicable  
to the respective Contracting Parties, including, but no limited to, laws establishing
14

prohibitions upon the payment of commissions, percentages, brokerage or contingent fees  
to persons retained to solicit governmental contracts and upon any share of such contracts  
accruing to governmental officials.
(c) Decisions of Agency Governing Board.  Participants in the various Tasks shall  
take account, as appropriate, of the Guiding Principles for Co-operation in the Field of  
Energy Research aiyl Development, and any modification thereof, as well as other decisions  
of the Governing Board of the Agency in that field. The termination of the Guiding  
Principles shall not affect this Agreement, which shall remain in force in accordance with  
the terms hereof.
(d) Settl?:n"nt of Disputes.  Any dispute among the Contracting Parties con­
cerning the interpret :tion or the application of this Agreement which is not settled by  
negotiation or other agreed mode of settlement, shall be referred to a tribunal of three  
arbitrators to be chosen by the Contracting Parties concerned who shall also choose the  
Chairman of the tribunal. Should the Contracting Parties concerned fail to agree upon  
the composition of the tribunal or the selection of its Chairman, the President of the  
International Court of Justice shall, at the request of any of the Contracting Parties con­
cerned, exercise those responsibilities. The tribunal shall decide any such dispute by  
reference to the terms of this Agreement and any applicable laws and regulations, and  
its decision on a question of fact shall be final and binding on the Contracting Parties.  
Operating Agents which are not Contracting Parties stall be regarded as Contracting  
Parties for the purpose of this paragraph.
Article 10
ADMISSION AND WITHDRAWAL OF CONTRACTING PARTIES
(a) Admission of New Contracting Parties: igency Countries.  Upon the  
invitation of the Executive Committee, acting by unani nity, admission to this Agree­
ment shall be open to the government of any Agency Par icipating Country (or a national  
agency, public organisation, private corporation, company or other entity designated  
by such government), which signs or accedes to this Agreement, accepts the rights and  
obligations of a Contracting Party, and is accepted for participation in at least one Task  
by the Participants in that Task, acting by unanimity. Such admission of a Contracting  
Party shall become effective upon the signature of this Agreement by the new Contracting  
Party or its accession thereto and its giving Notice of Participation in one or more Annexes  
and the adoption of any consequential amendments thereto.
(b) Admission of New Contracting Parties: Other OECD Countries.  The govern­
ment of any Member of the Organisation for Economic Co-operation and Development  
which does not participate in the Agency may, on the proposal of the Executive Committee,  
acting by unanimity, be invited by the Governing Board c  f the Agency to become a Con­
tracting Party to this Agreement (or to designate a natioial agency, public organisation,  
private corporation, company or other entity to do so), under the conditions stated in  
paragraph (a) above.

(c) Participation by the European Communities.  The European Communities  
may participate in this Agreement in accordance with arrangements to be made by the  
Executive Committee, acting by unanimity.
(d) Admission of New Participants in Tasks.  Any Contracting Party may, with  
the agreement of the Participants in a Task, acting by unanimity, become a Participant in  
that Task. Such participation shall become effective upon the Contracting Party’s giving  
the Executive Director of the Agency a Notice of Participation in the appropriate Task  
Annex and the adoption of consequential amendments thereto.
(e) Contributions.  The Executive Committee may require, as a condition to  
admission to participation, that the new Contracting Party or new Participant shall  
contribute (in the form of cash, services or materials) an appropriate proportion of the  
prior budget expenditure of any Task in which it partie: pates.
(f) Replacement of Contracting Parties.  With the agreement of the Executive  
Committee, acting by unanimity, and upon the request of a government, a Contracting  
Party designated by that government may be replaced by another party. In the event of  
such replacement, the replacement party shall assume the rights and obligations of a  
Contracting Party as provided in paragraph (a) above an I in accordance with the procedure  
provided therein.
(g) Withdrawal.  Any Contracting Party may withdraw from this Agreement or  
from any Task either with the agreement of the Executive Committee, acting by unanimity,  
or by giving twelve months written Notice of Withdrawal to the Executive Director of the  
Agency, such Notice to be given not less than two years after the date hereof. The with­
drawal of a Contracting Party under this paragraph shall not affect the rights and obligations  
of the other Contracting Parties; except that, where ti e other Contracting Parties have  
contributed to common funds for a Task, their proportionate shares in the Task Budget  
shall be adjusted to take account of such withdrawal.
(h) Changes of Status of Contracting Party.  A Contracting Party other than a  
government or an international organisation shall forthwith notify the Executive Committee  
of any significant change in its status or ownership, or of its becoming bankrupt or entering 
into liquidation. The Executive Committee shall determine whether any such change in  
status of a Contracting Party significantly affects the interests of the other Contracting  
Parties; if the Executive Committee so determines, then, unless the Executive Committee,  
acting upon the unanimous decision of the other Cont acting Parties, otherwise agrees:
(1) That Contracting Party shall be deemed to have withdrawn from the  
Agreement under paragraph (g) abo/e on a date to be fixed by the  
Executive Committee; and
(2) The Executive Committee shall invite the government which designated  
that Contracting Party to designate, within a period of three months of  
the withdrawal of that Contracting Party, a different entity to become  
a Contracting Party; if approved by the Executive Committee, acting  
by unanimity, such entity shall become a Contracting Party with effect  
from the date on which it signs or accedes to this Agreement and gives  
the Executive Director of the Agency a Notice of Participation in one  
or more Annexes.

(i) Failure to Fulfil Contractual Obligations . Any Contracting Party which fails
to fulfil its obligations under this Agreement within sixty days after its receipt of notice  
specifying the nature of such failure and invoking this paragraph, may be deemed by the  
Executive Committee, acting by unanimity, to have v .hdrawn from this Agreement.
Article 11
FINAL PROVISIONS
(a) Term of Agreement.  This Agreement shall remain in force for an initial 
period of three years from the date hereof, and shall continue in force thereafter unless  
and until the Executive Committee, acting by unanimity, decides on its termination.
(b) Legal Relationship of Contracting Parties and Participants.  Nothing in this  
Agreement shall be regarded as constituting a partnership between any of the Contracting  
Parties or Participants.
(c) Termination.  Upon termination of this Agreement, or any Annex to this  
Agreement, the Executive Committee, acting by unanimity, shall arrange for the liquidation  
of the assets of the Task or Tasks. In the event of such liquidation, the Executive  
Committee shall, so far as practicable, distribute the assets of the Task, or the proceeds  
therefrom, in proportion to the contributions which the Participants have made from the  
beginning of the operation of the Task, and for that purpose shall take into account the  
contributions and any outstanding obligations of former Contracting Parties. Disputes  
with a former Contracting Party about the proportion al ocated to it under this paragraph  
shall be settled under Article 9 (d) hereof, for which pu'pose a former Contracting Party  
shall be regarded as a Contracting Party.
(d) Amendment.  This Agreement may be ame ided at any time by the Executive  
Committee, acting by unanimity, and any Annex to thi; Agreement may be amended at  
any time by the Executive Committee, acting by unaninvty of the Participants in the Task  
to which the Annex refers. Such amendments shall come into force in a manner determined  
by the Executive Committee, acting under the voting rule applicable to the decision to  
adopt the amendment.
(e) Deposit.  The original of this Agreement sht 1 1  be deposited with the Executive  
Director of the Agency and a certified copy thereof shall be furnished to each Contracting  
Party. A copy of this Agreement shall be furnished to ea;h Agency Participating Country, 
to each Member country of the Organisation for Econom c Co-operation and Development  
and to the European Communities.
Done in Paris, this 16th day of March, 1977.
17

For the National  Research  
Council  of Canada  
(designated by the Government  
of Canada):
For the Consiglio  Nazionale  
delle  Ricerche  
(designated by the Government  
of Italy):
For the Office  Fédéral  de la Science  
et de la Recherche  
d u Département  Fédéral  de l’ Intérieur  
for and on beb; if of the Government  
of Switzerland:
For Atkins  R esearch  and Development  
(designated by the Government of the  
United Kingdom of Great Britain and  
Northern Ireland):
For Haden  Young  Ltd.
(designated by the Government of the  
United Kingdom of Great Britain and  
Northern Ireland):
For Oscar  Faber  and Partners  
(designated by the Government of the  
United Kingdom of Great Britain and  
Northern Ireland):
For Pilkington  Bros. L td. 
(designated by the Government of the  
United Kingdom of Great Britain and  
Northern Ireland):
For the United  States  Energy  Research  
and Development  Administration  
for and on behalf of the Government  
of the United States of America:

Annex I
ESTABLISHMENT OF METHODOLOGIES FOR  
LOAD/ENERGY DETERMINATION OF BUILDINGS
1. Objectives
The objective of this Task is to provide for surveying, collecting and evaluating  
analytical methods used for predicting loads and energy consumption for buildings. The  
Task will provide comparisons of the results of the various methods to determine the  
degree of consistency obtained.
It also will be an objective of the Task to prov de Participants with the opportunity  
to interface with the U.S. Lawrence Berkeley Laboratory (LBL) System, when that system  
becomes operable, in order to allow ongoing evaluation and comparison of systems they  
themselves have developed or have under investigation
2. Means
The Participants will undertake a task-sharing project involving data gathering,  
analysis of results and participation in the LBL System.
3. Responsibilities of the Participants and the Operating Agent
(a) Responsibilities of the Participants
The work periormed under this Task shall consist of three subtasks:
Subtask 1: Gather Data — Each Parti ipant will survey and collect and  
submit to the Operating \gent analytical methods that are  
being used for predicting 1he annual energy consumption of a  
specific building design, o/ for selecting and sizing equipment  
for the building. Additionally, important methods being used  
for research will also be s ibmitted.
Subtask 2: Determine Consistency of Results — Once the results of the  
surveys in Subtask 1  have aeen received, the Operating Agent,  
with the assistance of the Participants, will conduct analyses  
to determine to what degree consistency exists between the  
various techniques and the LBL System.
Subtask 3: Transmittal of Results ard Access to LBL System — After  
analysis of the data submitted to the Participants under Sub­
task 2, the Operating Agent will transmit the information  
obtained thereby to the P rrticipants. The Operating Agent  
will take steps to permit the Participants’ access to the LBL  
System for the period th s Task Annex remains in force.  
Two Participants, Canada and the United Kingdom, will link  
their systems activities wish the LBL System to provide an  
analytical research service o all Participants.

(b) Specific Duties of the Operating Agent
Within ninety days following the entry ;  ^o force of this Annex, the Operat­
ing Agent will prepare a comprehensive work plan as well as a survey format for submission  
to the Executive Committee for its approval, acting by unanimity.
4. Funding
Each Participant shall individually bear the costs associ.^nd with the execution  
of Subtasks 1, 2 an J 3.
5. Time Schedule
This Task Annex will remain in force for a period of three years. It may be  
extended by agreement of any Participants desiring to continue this project.
6. Operating Agent
United States Energy Research and Development Administration.
7. Information and Intellectual Property
(a) Executive Committee’ s Powers.  The publication, distribution, handling,  
protection and ownership of informatior and intellectual property arising  
from this Annex I  to the IEA Implementing Agreement for a Programme  
of R and D on Energy Conservation in Buildings and Community Systems  
(hereinafter called Annex 1)  shall be determined by the Executive Com­
mittee, acting by unanimity, in conformity with this Agreement.
(b) Right to Publish.  Subject only to copyright restrictions, the Annex I  
Participants shall have the right to publish all information provided to or  
arising from Annex I  except proprietary information.
(c) Proprietary Information.  The Annex I  Participants shall take all neces­
sary measures in accordance with this paragraph, the laws of their respective  
countries and international law to protect proprietary information. For  
the purposes of this Annex, proprietary in ormation shall mean information  
of a confidential nature such as trade sec ets and know-how (for example,  
computer programmes, design procedure.* and techniques, chemical com­
position of materials, or manufacturing methods, processes, or treatments) 
which is appropriately marked, provided such information:
(1) Is not generally known or publicly a/ailable from other sources;
(2) Has not previously been made available by the owner to others 
without obligation concerning its confidentiality; or
(3) Is not already in the possession of tue recipient Annex I  Participant  
without obligation concerning its confidentiality.
\

It shall be the responsibility of each Participant supplying proprietary 
information to identify the information as such and to ensure that it is 
appropriately marked.
(d) Production of Relevant Information by Governments.  The Operating 
Agent should encourage the governments of all Agency Participating 
Countries to make available or to identify to the Operating Agent all 
published or otherwise freely available information known to them that 
is relevant to the Task.
(e) Production of Available Information by Participants.  Each Participant 
agrees to provide to the Operating Agent all previously existing information, 
and information developed independently of the Task, which is needed 
by the Operating Agent to carry out its functions in this Task and which 
is freely at the disposal of the Participant and the transmission of which 
is not subject to any contractual and/or legal limitations:
(1) If no substantial cost is incurred by the Participant in making such 
information available, at no charge to the Task therefor;
(2) If substantial costs must be incurred b) the Participant to make 
such information available, at such charges to the Task as shall be 
agreed between the Operating Agent and the Participant with the 
approval of the Executive Committee.
(f) Use of Confidential Information.  If a Participai t has access to confidential 
information which would be useful to the Operating Agent in conducting 
studies, assessments, analyses, or evaluations, uch information may be 
communicated to the Operating Agent but shall not become part of reports 
or other documentation, nor be communicated to the other Participants 
except as may be agreed between the Operating \gent and the Participant 
which supplies such information.
(g) Acquisition of Information for the Task.  Eacl Participant shall inform 
the Operating Agent of the existence of information that can be of value 
to the Task, but which is not freely available, and the Participant shall 
endeavour to make the information available to tie Task under reasonable 
conditions, in which event the Executive Committee may, acting by 
unanimity, decide to acquire such information.
(h) Reports on Work Performed under the Task.  T îe Operating Agent shall 
provide reports of all work performed under the Task and the results thereof, 
including studies, assessments, analyses, evaluati ms and other documen­
tation, but excluding proprietary information, to t ie Executive Committee.
(i) Copyright.  The Executive Committee, or any member appointed by it, 
may take appropriate measures necessary to protect copyrightable material 
generated under this Task. Copyrights obtained shall be the property 
of the Operating Agent, provided, however, that /  nnex I  Participants may
21

reproduce and distribute such material, but shall not publish it with a view 
to profit, except as otherwise directed by the Executive Committee.
(j) Authors.  Each Annex I  Participant will, without prejudice to any rights 
of authors under its national laws, take necessary steps to provide the 
co-operation from its authors required to carry out the provisions of this 
Article. Each Annex 1  Participant will assume the responsibility to pay 
awards or compensation required to be paid to its employees according to 
the laws of its country.
8. Participants in this Task
The Contracting Parties which are Participants in this Task are the following: 
The National Research Council of Canada (Canada)
The Consiglio Nazionale delle Ricerche (Italy)
The Office Fédéral de la Science et de la Recherche du Département 
Fédéra) de l’ Intérieur (Switzerland)
Atkins Research and Development (UK)
Haden Young Ltd. (UK)
Oscar Faber and Partners (UK)
Pilkington Bros. Ltd. (UK)
The United States Energy Research and Development Administration 
(United States of America)
22

Annex XI
DEVELOPMENT OP TOOLS FOR ENERGY AUDITING OF BUILDINGS
1. Background
t
In order to increase the efficiency of energy saving programmes many IEA  
countries are using or developing energy audit procedures. Energy audit  
refers to the methods used to break down the energy consumption in an existing  
building into components. This information may then1  be used to prescribe the  
introduction of appropriate energy saving technology (which could include  
electronic control systems) for a particular building. Such technological  
installations will hereafter be referred to as "retrofitting".
During recent years much attention has taeen focused on the development  
of the methods, training, and instruments needed for successful energy  
audits. A variety of approaches to energy auditing have been tried with  
varying success. International co-operation to solve common problems and to  
exchange experience in the auditing and retrofitting field will benefit all  
countries.
2. Objectives
► The objectives of this Annex are to develop cost-effective means,  
methods and strategies for auditing in buildings and to contribute to their  
implementation.
3. Means
The Participants in the Task will undertake a co-ordinated effort  
involving the sharing of work under two Subtasks:
2385E06.6.83

Subtask A: Data collecting methods and instruments for auditing:
(a) Development of methods and instruments for data collection;
(b) Compilation, evaluation and distribution of basic information 
covering existing and new methods, means and instruments for 
data collection.
Subtask B:  Identification of appropriate retrofit packages:
(c) Development of methods for the evaluation of the use of energy 
and strategies for improvement of energy use;
(d) Formulation and use of "target" figures for energy use in 
different types of buildings;
(e) Development of methods for evaluating the efficiency of 
retrofit packages.
Responsibilities of the Participants
Subtask A
Canada as Lead Participant for Subtask A will:
(a) Identify or develop appropriate methods and instruments for 
energy auditing of buildings, collect and organize 
Participants reports on experience with methods and 
instruments and submit this information in summary form in a 
report to the Operating Agent. The report should describe 
past experience and identify trends in the field;
(b) Collect, organize and summarize reports from the Participants 
on means and methods for performance data collection; details 
of training programmes are also to be included if available;
(c) Identify areas where a collaborative activity might be 
beneficial tc the Participants; initiate Subtask A activities 
agreed to by the Participants;

—  4+  —
(d) Provide the Operating Agent on a regular basis with progress 
reports ;
(e) Prepare and organize the two workshops referred to in sub- 
paragraphs 4(g) and (h) below; and
(f) Prepare a final report for submission to the Operating Agent.
The Participants will:
(g) Report to the Lead Participant the experience of energy 
auditing methods and instruments, tested or used by the 
Participant; participate in a workshop dealing with testing 
and developing energy audit methods and instruments; execute 
new tests as agreed to by the Participants;
(h) Participate in a workshop to formulate guide-lines for reports 
on means and methods for data collection, report to the lead 
Participant in accordance with these guide-lines; participate 
in testing and development projects as decided by the 
Participants, and take the responsibility for one or more of 
these projects; provide the lead Participant with information 
needed for the evaluation of the project(s), and participate 
in such evaluation.
Subtask 8
The Commission of the European Communities* as Lead Participant for 
Subtask B will:
(i) Develop auditing methods for the evaluation of the use of 
energy in buildings and strategies for improvements of energy 
use and direct such related work as may be provided for in the 
Programme of Work;
* Informal until the accession of the CEC to the Implementing Agreement; 
formal thereafter.
2385E
06.6.83I

- 5 -
(j) Summarize statistical data from Participants, and propose 
"target" figures for the energy use in different types of 
buildings;
(k) Summarize reports from the Participants on the efficiency of 
retrofit packages;
(l) Provide the Operating Agent on a regular basis with progress 
reports;
(m) Prepare a final report for submission to the Operating Agent.
The Participants will:
(n) Participate in the development of methods and instruments for 
the evaluation of the use of energy in buildings and of 
strategies for improvement of energy use;
(o) Collect and report to the Lead Participant statistical data on 
energy use for different types of buildings;
(p) Report to the Lead Participant the efficiency of retrofit 
packages, and supply it with information needed to correlate 
these results with the methods for evaluation according to 
sub-paragraph (n) above.
5. Specific Responsibilities of the Operating Agent
Overall co-ordination of work among the two Subtasks will be assured by 
the Operating Agent. In addition, the Operating Agent will:
(a) Establish, in collaboration with the Participants, the
detailed work plans for each Subtask including the details for 
the two workshops mentioned in sub-paragraphs 4(g) and (h) and 
submit an annual Programme of Work to the Executive Committee 
not later than two months before the end of each calendar year;
-  (b) Ensure that duplication of research effort is avoided or 
minimimized;
2385E
06.6.33i

(c) Co-ordinate the exchange of information through publications, 
reports, meetings and conferences;
(d) Report the progress of work under the Task to the Executive 
Committee at least semi-annually ,
(e) Submit for approval a final report to the Executive Committee 
within three months after the completion of all the work under 
this Task, and submit such other reports as the Executive 
Committee may request.
6. Funding
Each Participant shall bear the costs resulting from its work under this 
Annex. For each Subtask, the committment will be not less than 30 months of 
human resources for the Lead Participant and 20 months of human resources for 
other Participants.
7. Operating Agent
Swedish Council for Building Research.
8. Information and Intellectual Property
(a) Executive Committee's Powers.  The publication, distribution, 
handling, protection, and ownership of information and intellectual 
property arising from this Annex to the IEA Implementing Agreement 
for a Programme of Research and Development on Energy Conservation 
in Buildings and Community Systems shall be determined by the 
Executive Committee, acting by unanimity, in conformity with the 
Agreement.
(b) Right to Publish.  Subject only to copyright restrictions, the 
Participants shall have the right to publish all information 
provided to or arising from this Annex except proprietary 
information.
2385E
06.6.83

- 7 -
(c) Proprietary Information.  The Participants and the Operating Agent 
shall take all necessary measures in accordance with this paragraph, 
1 the laws of their respective countries and international law to
protect proprietary information provided to or arising from this 
Annex. For the purposes of this Annex, proprietary information 
shall mean information of a confidential nature such as trade 
secrets and know-how (for example, computer programmes, design 
procedures and techniques, chemical composition of materials, or 
manufacturing methods, processes, or treatments) which is 
appropriately marked, provided such information:
(1) Is not generally known or publicly available from other 
sources;
(2) Has not previously been made available by the owner to others 
without obligation concerning its confidentiality; and
(3) Is not already in the possession of the recipient Participant 
without obligation concerning its confidentiality.
It shall be the responsibility of each Participant supplying 
proprietary information, and of the Operating Agent for arising 
proprietary information, to identify the information as such and to 
ensure that it is appropriately marked.
(d) Production of Relevait Information by Governments.  The Operating 
Agent should encourage the governments of alJ Agency Participating 
Countries to make available or to identify tc the Operating Agent 
all published or otherwise freely available.information known to 
them that is relevanc to the Task.
(e) Production of Available Information by Participants.  Each 
Participant agrees to provide to the Operatirg Agent all previously 
existing information, and information developed independently of the 
Task, which is needed by the Operating Agent to carry out its 
functions in this Task and which is freely at the disposal of the 
Participant and the sransmission of which is not subject to any 
contractual and/or legal limitations:
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(1) If no substantial cost is incurred by the Participant in 
making such information available, at no charge to the Task 
therefor;
(2) If substantial costs must be incurred by the Participant to 
make such Information available, at such charges to the Task 
as shall be agreed between the Operating Agent and the 
Participant with the approval of the Executive Committee.
(f) Use of Confidential Information.  If a Participant has access to 
confidential information which would be useful to the Operating 
Agent in conducting studies, assessments, analyses, or evaluations, 
such information may be communicated to the Operating Agent but 
shall not become part of reports or other documentation, nor be 
communicated to the other Participants except as may be agreed 
between the Operating Agent and the Participant which supplies such 
information.
(g) Acquisition of Information for the Task.  Each Participant shall 
inform the Operating Agent of information that can be of value to 
the Task, but which is not freely available, and the Participant 
shall endeavour to make the information available to the Task under 
reasonable conditions, in which event the Executive Committee may, 
acting by unanimity, decide to acquire such information.
(h) Reports on Work Performed under the Task.  The Operating Agent shall 
provide reports of all work performed under the Task and the results 
thereof, including studies, assessments, analyses, evaluations and 
other documentation, but excluding proprietary information, in 
accordance with paragraph 5 of this Annex.
(i) Copyright.  The Operating Agent may take appropriate measures 
necessary to protect copyrightable naterial generated under this 
Task. Copyrights obtained shall be the property of the Operating 
Agent, for the benefit of the Participants provided, however, that 
Participants may reproduce and distribute such material, but shall 
not publish it with a view to profit, except as otherwise directed 
by the Executive Committee.
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(j) Authors.  Each Participant will, withou:  prejudice to any rights of 
authors under its national laws, take necessary steps to provide the 
co-operation from its authors required to carry out the provisions 
j of this paragraph. Each Participant will assume the responsibility
to pay awards or compensation required to be paid to its employees 
according to the laws of its country.
9. Results
The results of this Annex shall be:
(a) Report on methods and instruments for collecting data on the 
use of enegy in buildings and on strategies for its 
improvement;
(b) Report on methods to evaluate the actual use of energy in 
specific building types and strategies for its improvement;
(c) Report on the evaluation of the efficiency of retrofit 
packages.
10. Time Schedule
This Annex will enter into force on 1st July, 1982 and will remain in- 
force for a period of 3 1/2 years. It may be exte ided by agreement of the 
Participants, acting in the Executive Committee, aid taking into account any 
recommendation of the Agercy's Committee on Energy Research and Development 
concerning the term of this Annex.
11. Participants
The Contracting Parties which are Participan s in this Task are the 
following:
(to be specified) ^
.· r I jj' ■>  _  > . 1 ■  '}  f'· -.1
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