Développement durable - Lorient

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======How to meet the learning needs?======

===== How to meet the Unmet LN?=====

The strategy adopted during the Project Management Group in Almada, on the 23/10/2018, is the following:

1. Collect all the learning needs \\  
2. Use good practices register to adress the more possible nearning needs \\ 
3. Collect presentations made during **[[study-visits | study visits ]]** and technical workshops \\ 
4. Classify learning needs and see if some does still not have answers \\ 
5. Organize import workshops to meet the still unmet learning needs \\ 


===== Capacity building for key decision-makers and stakeholders===== 

This is a very important question: what kind of capacity building need key decision makers? \\ \\ 

For example, decision maker would mainly agree to do monitoring, and consider “the technique is technical departments to manage”. \\ 
They are also difficulties with global strategies: how to give enough input to key decision makers so they are able to make choices between, for example, federal architecture led by SMEs versus centralized architecture led by a large private operator? \\ \\ 

Last aspect of the question: the domains of expertise. We observe that technical capacity building on the monitoring part is harder to gain high interest of key decision makers, whereas regarding the financial aspect, we have the impression that this will be of greater interest to key decision makers.


=====Good practices register =====
It is intended to create in the good practices register a FAQ based on learning needs that would refer to the concrete cases presented in the GPR. This will emprove the GPR by making it useful for people searching answers to unmet learning needs.

======Learning Needs======

=====P1 Energap=====

^Partner name|P1 ENERGAP|**Revision: 29/01/2019**|
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Technical specification of software|To know what exists on the market | To organize the monitoring system |**this learning need was met**|
|2.	Sensors or manual inputs|How much data do we need| To organize the monitoring system|**this learning need was met**|
|3.	Time frame for metering|Daily or hourly metering|To organize the monitoring system|**this learning need was met**|
|4.	How to step forward – from monitoring to management|How to establish the whole management system including decision makers|To prepare the management system for the city|  |
|5.	Preparation of financial part of investment documentation for energy projects|What are the most important financial and economical data, including risk assessment that financial institutions are looking to when making decisions|To prepare investment documentations for energy refurbishment of public buildings|**this learning need was met** |
|6.	New financial mechanisms like crowd funding, <del>green bonds</del>| How public sector could be involved – how to organize it for energy efficient projects |For planning future investment in energy efficiency|

=====P2 AGENEAL=====

^Partner name|P2 AGENEAL, Local Energy Management Agency of Almada|**Revision: 29/01/2019**|
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Technical requirements for EMS|“Off-the-shelf” ICT tools (adapted to different scenarios) for dynamically monitoring energy efficiency in buildings| Contribute to identify the most suitable solution in terms of energy monitoring and management systems, which might be of great interest to public authorities |We expect to fully answer this learning need during our Import Workshop. Namely, we are planning to invite experts from Lorient and Santander to add relevant inputs on this topic.|
|2.	Dynamically monitoring energy efficiency in buildings - Key parameters to be calculated by the EMS|Besides monitoring real energy consumption is also crucial to assess the social benefits from the energy retrofitting (increased comfort, improvement in quality of life, improvement in public services, etc.)|Evaluate the possibility to replicate the pilot experience accomplished in the framework of the HERB project, focused in social houses, to other public infrastructures managed by the Municipality of Almada |Still not fully answered. We expect that our Import Workshop will also add relevant inputs on this topic.|
|3.	Potential of different funding sources to allow the successful implementation of EE + RES projects |Mixed approach for Energy Efficiency investments (Local funding, local financing schemes, EU funding + cooperative/«crowdfunding« investment)|Identify innovative financial instruments that can leverage future investments in energy efficiency projects |The 2nd Technical Workshop, on Innovative Financial Instruments, helped answer this learning need.|


=====P3 SRA=====


====Updated Learning Needs====

^Partner name|P3 SRA (Southern Regional Assembly)| **Revision: 16/01/2019** | 
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Fuller understanding of the wireless energy monitoring technology and measurements.    | We need to know and understand fully the specific technology that will collect the data, how best this can be installed and what data should be collected. The frequency of data collection also needs to be defined. | This is relevant in relation to ensuring we obtain the best measurements to assess the impact of our deep retrofit programme.  (We hope this learning need will be addressed at our Import Workshop in early 2019) |
|2.	How will the data be collated into meaningful analysis to show the energy efficiency savings achieved? | Senior officials need to know and understand fully the parameters that will be used to collect data, how this will be transferred and stored and how this can create a methodology to establish an economic rate of return for energy retrofitting works on social housing units e.g. Utilising energy savings made, GHG reductions, carbon credits etc where the financial savings might not be accruing to the public body.  | By converting the data into meaningful analysis, we should be able to show the monetary savings achieved, the emissions reductions and the carbon credits achieved, and all this data will be required to assist in the creation of a financial instrument to fund future deep retrofit programmes for social housing.| 
|3.	How will the data analysis be funded?| There is a requirement for this analysis to be completed over the 3 years remaining on the EMPOWER project.  Who will do this analysis, how much will it cost and how will this be funded? | The analysis is required to provide insights for the potential financial instrument that will be created because of the EMPOWER project. |

=====P4 FEA=====

^Partner name|P4 ARRR (Recovering Resources Agency)| **Revision: 16/01/2019** | 
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Build strategies for Energy Efficiency|There is a lack of strategies for energy efficiency in our Region. The programs are not coordinated. Local Authorities have not a common frame and a common path. |Many local authorities and Hospitals go on without a clear program to improve their buildings. The actions in our RAP are studied in order to build a common strategy to share at any level.  |
|2.	Develop best monitoring systems.|Only a few public buildings have good EMS. At a general level we have not the smart city systems we have seen in Lorient, Santander, Magdeburg, for example. We have good BMS systems in hospitals, social housing, and in the City of Firenze that we can use to improve the other situations | Without a good monitoring system at any level is very difficult to program and handle energy efficiency improvement. Thanks to our stakeholders we studied the best practices in our territory, and now we can share the experiences of the Versilia and Arezzo Hospitals, of Casa SpA (the Social Housing public company property of the municipality of Firenze), of Silfi (the Lighting public company property of the municipality of Firenze)|
|3.	Become attractive for private investors.  |We will not have public money for many years, and in any case are not big sums. Energy Efficiency is a good investment, if it is well done. |Our Good Practices in Hospitals, specially Versilia, have been able to collect up to 12 million Euro from private investors thanks ESCO system; it is possible to improve this method to spread it to other public properties.|
4. New monitoring System of Casa SpA made by University of Firenze.

=====P5 Lorient=====

^Partner name|P5 City of Lorient|**Revision:16/01/2019**|
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Open energy monitoring solutions|Lorient is still working with its stakeholder’s group on best practices at national level on open energy monitoring solutions.  |As Lorient and its SHG intend to implement a n open monitoring framework at regional (=MA) scale, it is important to have en exhaustive view of the field of possibilities. |
|2.	Tools for communities|How to maintain the interst on energy monitoring in professional or citizen communities? The SOLENN experimentation showed that the gain of energy monitoring can be down levelled through time by a phenomenom of habituation of communities.| Very important to have endurent results.|
|3.	Financial schemes|How can energy monitoring finance itself?|Totally relevant to guarantee implementation of monitoring solutions.|**Learning Need met during Magderburg's IFI Workshop** due to Santander's presentation : PPP based on a local company owned by public shareholders + renting schemes based on Lorient's PV rental schemes|
|4.	Financial schemes|How to acces to green bonds?|developping retrofitting / PV installations (using monitoring systems btw!)|**Learning Need met during Magdeburg's IFI workshop** exchange with Komuninvest (Sweden) and discovering of //Agence France Locale// http://www.agence-france-locale.fr/investir-dans-lagence-france-locale |

=====P6 ESS=====

^Partner name|P6 ESS|**Revision: 11/10/2018**|
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Common reporting system|In able to reach regional goals for energy efficiency(EE) the reporting and monitoring systems needs to be comparable. | Essential for follow-up and to set new common targets. |(This was met in Lorient, Santander and the Italian study visits)|
|2.	Establishing a regional network or cluster for EE.|A network/cluster enables the process for projects, investigations and sharing of experience.| Crucial to tackle common challenges and in the future have more joint operations.|
|3.	Financial methods for EE|Identify methods for funding and implementation.|Proposals how to finance the actions in the RAP.|(This was met in Magdeburg study visit)|
|4.	Systems for control and monitoring|The use of IOT solutions provides many possibilities but also the need for improved knowledge to set the right requirements.|The choice of actions needs an accompanying risk assessment to certify the expected outcome|(This was met in Lorient, Santander and the Italian study visit)y|
|5.	Political integration for EE models|Money talks - are you listening? How to identify different EE models and present them in a political attractive way. How do we make the possibility for funding visible and reachable for the regional and local actors|The RAP needs to base upon political ambitions to secure a long-time commitment.|(This was partly met in Magdeburg study visit, partly unmet. To meet this, it must be adopted to our regional conditions to make sense. This will be further tackled in the upcoming WS in Magdeburg next december)|

=====P7 MAE=====

^Partner name|P7 MAE Mazovian Agency of Energy|
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Savings in energy projects|What revenue (savings) generate different type of energy projects? | Improving governance|
|2.	Investors|How to mobilise additional investments to co-finance different type of energy efficiency projects? How to attract banks and financial institution to invest in Energy efficiency projects?| Improving governance|
|3.	Different financial mechanisms in private funds|How to use different financial mechanism (grants, loans, guaranties) to maximise private funds for different kind of Energy efficiency projects?|Improving governance|
|4.	Financing energy projects in ERDF|How to finance different type of energy projects by ERDF, since usually fixed capital assets are co-finance by ERDS, not personal costs or costs of services?|Improving governance|

=====P8 Development Bank of Saxony-Anhalt=====

^Partner name|P8 – Development Bank of Saxony-Anhalt|**Revision:16/01/2019**|
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Public procurement for the EMS | How did other partners go about procuring the services for the EMS? Were PPPs used or considered? | The regional government will publicly procure the services needed for implementing the EMS developed in EMPOWER.| **this learning need was met** | 
|2.	EMS pilot phases | Did other partners start their EMSs with pilot phases? How did they evaluate those? | P8 is developing the concept for the final regional EMS together with the ministry of finance and the regional energy agency through a pilot phase. This concept will then translate into actions within the RAP.| 	We would like to hear from partners’ experiences. |
|3.	Financing the EMS | How are the financing needs of the EMS allocated in other partners’ solutions? (“Who pays what?”) How can the economic sustainability of the EMS solution be evaluated previous to implementation? |In order to implement the EMS after the concept phase, P8 needs to determine which regional ministries will potentially bear the cost of implementing and running the EMS.|**this learning need was met** |
|4.	Implementing the EMS |  How can the durability and social sustainability of the EMS be ensured during implementation? Which actions can be taken to guarantee quality during the implementation process? (trainings, support intensity, etc.) Do other partners have experience with handouts/manuals for the EMS users? How do other partners give instructions) | One main goal for the RAP is to improve the capacity and competences of regional public authorities as well as the future users of the EMS regarding the EMS itself and general sensibility to climate challenges.| We are currently planning to invite experts from **[[P5 Municipality of Lorient (FR)#GP 5-4| Lorient ]]** and Cork to our Import Workshop (Energy) to answer this learning need.|
|5.	Development and implementation of IFI | What is the legal framework for IFI going to be like in the next funding period? (EC is planning on publishing drafts for new directives until June 1; trilogue with council and parliament will follow) | A potential RAP measure is the preparation of a new financial instrument for financing energy efficiency projects (such as an urban development fund) for the next funding period.| We would like to be up-to-date on all developments.|
|6.	Different forms of financing (IFI) | What are alternative forms of financing besides loans for energy efficiency projects?(i.e. contracting, pay on tax) How do those forms work exactly? How could they be applied to our relevant context?| We want to review which financing products could be suitable and beneficial for the urban development fund which may be developed.| We are currently planning to invite experts from Sweden and Poland to our Import Workshop (Financing) to answer this learning need.|
|7.	Municipal structures for financing energy efficiency projects (IFI) | Is an internal allocation of savings possible in German public administration? (similar to the model in Almada) Could this method be used to generate returns for an urban development fund? | We want to review whether the method of returns from savings used in Almada could be directly translated to our context.|**this learning need was met**|
|8.	IFI-related potential of the savings from the EMS | What are the effects of an EMS on energy efficiency projects? Can a well-functioning EMS generate additional savings and therefore additional returns? Could these returns be utilized in an urban development fund? |We want to assess products within the urban development fund which may be developed.| We would like to learn more about this.|


=====P9 Santander=====

^Partner name|P9 SANTANDER|**Revision: 11/10/2018** |
^Learning needs (title)^Brief description^How does this link to RAP?|How to meet this LN?|
|1.	Capabilities of existing metering infrastructure in public buildings.|To know what possibilities the existing metering in public buildings offer. | To define the energy monitoring system.|[[P1 Energy Agency of Podravje-Institution for Sustainable Energy Use (SL)#GP 1-5|GP 1-5]]|
|2.	Automatic and manual inputs.|Assess how much data and frequency of data it is needed to monitor the energy efficiency measures.| To define the energy monitoring system.|[[P1 Energy Agency of Podravje-Institution for Sustainable Energy Use (SL)#GP 1-5|GP 1-5]]|
|3.	Monitoring and reporting|How to prepare stable monitoring and reporting system of energy efficiency measures.|To odefine the energy monitoring system|[[P1 Energy Agency of Podravje-Institution for Sustainable Energy Use (SL)#GP 1-5|GP 1-5]]|
|4.	Follow-up of energy efficiency projects financing.|What are the most important financial and economical data, including risk assessment that financial institutions are looking to when making decisions.|To prepare technical-economic reports for energy equipment renovation in public buildings.|[[P1 Energy Agency of Podravje-Institution for Sustainable Energy Use (SL)#GP 1-1|GP 1-1]]|
|5.	Integration of national or EU funding in the energy efficiency projects|Options for public sector energy efficiency financing from national government and others.|To prepare investment documentations for energy refurbishment of public buildings.|[[P3 Southern Regional Assembly (IE)#GP 3-1|GP 3-1]]|
Développement durable - Lorient

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