shelter project implementation in bulgaria

SHELTER Project

Implementation in Bulgaria

Ideas Exchange

Manchester, 12 June 2012

Bulgarian Housing Association

Bulgaria brief

Territory – 111 000 m2

Population – 7.4 million

Sofia – 1.2 million

73% urban population

EU member since 2007

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Housing stock status

Total dwelling stock 3887.076 (2011)

74.6% inhabited, 24.7% uninhabited , 66% in cities, 65% in

multistory apartment buildings

97.5% owner occupied, 2.5% municipal rentals

Availability

1.9 inhabitants per dwelling, 18.1 m2 living surface per capita

491 dwellings per 1000 inhabitants

Affordability

Share of housing costs in disposable income 18.4%

Total housing cost in Purchasing Power Standard 165.6

Residential Mortgage dept to GDP ratio index 12.6%

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Housing dynamics

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Energy quality

65% of the housing stock built 1950-1990

Average energy consumption 150-300 kWh/m2

Large amount (12 000) of prefabricated multi-story

buildings in deteriorated condition containing 800

000 dwellings in 120 residential estates

Insufficient housing stock maintenance

Urgent need for renovation and upgrade of energy

efficiency status

Current renovation rate under 1% of existing stock

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Ideas Exchange


A sample prefabricated

large housing estate

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The Passive Tree House in Varna

National policy

National Housing Strategy (2004)

National Program for Renovation of Condominium

Housing Stock in Bulgaria (2005)

New Energy Strategy of Republic of Bulgaria until

2020 (June 2011)

National Action Plan on Energy Efficiency (2011-

2013) aiming at 3% reduction of the end energy

consumption for the period

National Long-term Program for Energy Efficiency

until 2015

National Action Plan for the Energy from RES

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National legislation

Condominium Law (2009)

Law on Energy Efficiency (2008) which improves the certification process based on the experience from the last five years

Law on Energy from Renewable Sources (2011)

National Information System for Energy Efficiency

Secondary legislation regulations with ordinances Indicators on energy consumption and energy performance of buildings

Conditions and procedures for energy efficiency assessment and certification of buildings

Energy efficiency, heat conservation and energy retention in buildings

Regulation for technical passport of buildings

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Incentives & subsidies

Exemption from property taxes for owners of buildings with certificates A&B categories as per Energy Efficiency Law

Programs for subsidizing of energy efficiency audits

EBRD Credit line for energy efficiency in households (REECL 1&2) with 35% of subsidy on the chosen renovation measures

Operational Program Regional Development (2007-2013) – EU structural funds in support of the National program for energy efficient housing renovation with 50% of subsidy on the compulsory package of renovation measures (launched on 1st of July 2012)

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Energy targets

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Foreseen energy performance level The level of energy efficiency renovation is prescribed by the existing legislation introduced in 2004 as transposition of EPBD. The package of renovation measures mostly concerns the building envelope and the building systems. Renewables are rarely included.

Foreseen energy performance level According to the existing legislation the expected level of energy efficiency level for the housing renovation activities is 100kWh/m2 per year.

Current status of energy performance certification The total number of issued certificates by the end of 2010 is 1,102 after an auditing process of 12 million m2 floor area of which less than 50 are for residential buildings.

SHELTER in the BG context

To summarize and analyze the project

management models implemented in the housing

renovation practice so far

To emphasize the bottlenecks in the cooperation

between all parties concerned

To tackle the main barriers for the improvement of

the performance and coordination at the project

phases concerned

To elaborate and implement concrete tools for the

project management improvement in terms of cost

efficiency and scale

Ideas Exchange


SHELTER pilot 1

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Year of

construction

1932

Condominium

property with

13 dwellings

Centrally

located in

Sofia

SHELTER pilot 2

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Year of construction 1950

Condominium property with

16 dwellings

Centrally located in Sofia

http://www.sluncemoe.com/index.php?option=com_phocagallery&view=detail&catid=6%3Aprojrctstacato&id=388%3Astakatoaleko5&tmpl=component&Itemid=16

SHELTER pilot 3

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Year of construction

1954

Condominium

property with 19

dwellings

Centrally located in

Sofia

Project description

Energy efficient renovation – insulation of building

envelope and improvement of common parts as

well as installation of RES (solar collectors)

Building inspection and energy audit executed prior

to renovation works

The technical design includes installation of solar

collectors supplied with water boilers, heat

exchanger, expanding vessel, circulation pumps

and hydro-module for automatic management of

temperature sensors. The technical design of solar

thermal installation is coordinated with the utility

provider for heating and hot water at district level. Ideas Exchange


Project description

Tendering procedure − Separate tenders for contracting the insulation of the

building envelope and the installation of RES (solar collectors)

− The main goal during the implementation of the pilot is to test a project management model for renovation of multi-story condominium housing, which is based on a combination of subsidies from different national and EU sources.

Financing model – 60% of the building design drawings and the building

envelope insulation costs were covered by a subsidy from the state budget. The remaining 40% were covered by the apartment owners. 80% from the RES costs were covered by EU FP6 Concerto program. The remaining 20% were covered by the apartment owners.

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SHELTER alternative 1

Project management of subsidy based renovation pilots affecting all project phases

The main goal during the implementation of this alternative in the operational applications is to test a project management model for renovation of multi-story condominium housing, which is based on a combination of subsidies from different national and EU sources. The main result achieved is the clear understanding that a coordinating project management unit is needed especially in regard to:

─ The coordination of terms and timing of targeted subsidies from different donors;

─ The coordination of subsidy requirements with the project management phasing and the technology requirements of renovation works;

─ The coordination with local authorities;

─ The involvement of residents as end users;

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Contracting

The tendering of design and construction project phase is considerably affected due to the fact that: − Each subsidy has specific donor requirements;

− Different subsidy requirements need to be adjusted in order to avoid conflicting consequences;

− Each subsidy component requires specific tendering procedure. In the concrete pilots there were two tenders for the renovation of the building envelope and for the installation of RES on the building roof;

− The important role of the coordinating project management unit during the tendering project phase as well as the public procurement procedure which was done in accordance to donors’ requirements and the relevant Bulgarian legislation;

The operational implementation of alternative 2 additionally shows the crucial importance of the contracting project phase where the coordination between professionals is guaranteed by the coordinating project management unit.

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Design decisions

Design engineering project phase affected

The operational application of this planned alternative is

governed by the provisions of the specific Bulgarian legislation

namely the Urban Development Act. BHA contributed as part

of the coordinating project management unit to enlarge the

role of the technical designers in the design engineering

project phase.

Creation of a tool-kit to guide the homeowners in renovation

projects throughout all project phases. In addition, this tool-kit

emphasizes the knowledge needed for the maintenance of

the refurbished building and its extended heating system.

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Effects

Analysis of the final results from the implementation

of the selected alternatives and comparison with

current coordination model for energy efficient

housing renovation

– In terms of costs

– In terms of energy savings and emissions

Energy certification of renovated buildings after the

first year of exploitation

Impact on the design project phase, the

construction project phase and the maintenance/

exploitation of the renovated building

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Thank you for your attention!

Eleonora Gaydarova, PhD

Manager International Projects

Bulgarian Housing Association

A 7 Paris Street, Sofia 1000, Bulgaria

T +359 2 983 12 00

E [email protected]

W www.bha-bg.org, www.cac-bg.org

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shelter project implementation in bulgaria

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