Marie executive summary

1
MEDITERRANEAN BUILDING
RETHINKING FOR ENERGY
EFFICIENCY IMPROVEMENT
MARIE
RESULTS
EXECUTIVE
SUMMARY

MARIE EXECUTIVE SUMMARY
Edited by
Department of Territory and
Sustainability
Government of Catalonia
Design
Anna Carrió
www.annacarrio.com
www.marie-medstrategic.eu

TABLE OF CONTENTS
1. BUILDING MARIE DRIVERS // PAGE 5
1.1 Challenges and method // Page 7
1.2 MARIE drivers// Page 7
1.3 MARIE Policy portfolio // Page 8
1.4 MARIE’s product box // Page 9
1.5 Maximum Impact and Interest Projects // Page 9
2. MARIE’S PRODUCT BOX // PAGE 11
2.1 Intervention Factory Products // Page 12
2.1.1 Information System Model (ISM) // Page 14
2.1.2 ERB at urban scale Guide // Page 16
2.1.3 Investment Programme Model (IPM) // Page 17
2.1.4 Maximum Interest and Impact Project Sustainability Assessment Tool (MIIPSAT) // Page 18
2.1.5 Financial Mechanism Assessment Tool (FMAT) // Page 19
2.1.6 Energy Savings Verification Guide // Page 20
2.2 Marketing and Training products // Page 22
2.2.1 Communication and Marketing plan guide (CMPG) // Page 24
2.2.2 Training Programme Model (TPM) // Page 25
2.3 Innovation Lab Products // Page 26
2.3.1 Renewables Quota Model (RQM) // Page 28
2.3.2 Renewables Best Practices Handbook (RBPH) // Page 29
2.3.3 SME’s support Guide (SMESG) // Page 30
2.3.4 Research Programme (RP) // Page 31
2.3.5 Interactioin Local Platforms (ILOP) // Page 32
2.4 Cooperation Hub // Page 34
2.4.1 Guide for Regional ERB Road Map development // Page 36
2.4.2 Associated Partners Platform (MARIE APP) // Page 37
2.4.3 Multilevel Governance Model (MGM) // Page 38
3. MARIE ROAD MAP // PAGE 41
4. BASIS FOR THE FUTURE ERB DEVELOPMENT IN MED. MIIPS // PAGE 45
4.1 The MIIP Concept // Page 47
4.2 Energy Performance Contracts. Private funds // Page 47
4.3 Mixing public and private funds // Page 47
4.4 Public funds // Page 48

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MARIE sets a chain reaction effect in the
Energy Renovation in Buildings markets.

MARIE Results Executive Summary
7
The
MARIE results are drivers to facilitate MED regional and local
public bodies build and put in practice their own strategies for
buildings energy renovation. We stay the major part of our life in
buildings be it at home, at work or during our leisure time. Buildings are also the
more important physical element of our cities. However for the majority of us the
energy needed for buildings is not visible. Buildings represent between the 30%
and 40% of the total energy consumption in MED Countries and at the same
time they have a very important potential of energy savings.
MARIE focus is transforming this saving potential in real economic, social and
environmental benefits that allows MED cities generate a new and more sustain-
able concept of the city.
1.1 CHALLENGES AND METHOD
The challenge was achieve the social, financial, professional and political con-
ditions for energy efficiency improvement in the existing stock of Mediterranean
buildings. MARIE has been working in deep to reach this challenge and finally
concrete changes in these conditions are demonstrated in several of the partic-
ipating regions.
The method can be resumed in four main and general steps. The first one has
been developed during the first year and was focused in 33 barriers identifica-
tion (RBA’s demand, RBA’s offer) at the same time barriers were organized in 4
major strategic output lines: Intervention factory, Marketing and Training, Inno-
vation Lab and Cooperation Hub. The second step was organize and develop
the experimentation through 12 pilot activities.to test different kind of strategic
measures oriented to overcome barriers. The third step was preparing the three
drivers to implement Energy Renovation in Buildings (ERB) Regional Strategies.
And the last one has been open the communication process in order to ensure
major replication (MARIE web site).
1.2 MARIE DRIVERS
Generate new social, financial, professional and political conditions in MED
Regions requires effective drivers. In this sense MARIE partners has produced
and applicate in their regions three main drivers to start up but also to move
successfully the ERB process.
Three drivers are conceived to generate chain reaction effect in our societies to
convert MED buildings in a development fundament.
Drivers are results but also motor of change. The three drivers produced by
MARIE partners are:
• POLICY PORTFOLIO
• PRODUCTS BOX
• MAXIMUM IMPACT & INTEREST PROJECTS
Policy Commitments (public and private) are always the first step to consoli-
date and give fundament to ERB strategies. Such strategies can be generated
using MARIE’s Product Box, which allows the generation of Maximum Impact
and Interest projects (MIIP’s). The effective implementation of MIIP’s gives real-
ism and effectivity to policy commitments, and ensures more visibility and public
interest for the developed strategies.

8
1.3 MARIE POLICY PORTFOLIO
Official and visible commitments from public and private organisations are
necessary to ensure security and governance for both private and public initi-
atives in the field of Energy Renovation in Buildings. During MARIE cycle, Por-
tuguese, Spanish, French, Italian, Slovenian, Montenegrin, Cypriote and Greek
regional and other public organisations have reached important commitments
to develop ERB Strategies (Policy commitments), involving private organisations
of their regions. In the future, through the Programme MED, other regions could
also achieve commitments in this sense. The path is open.
Moreover, several international organisations dealing with Energy Renovation
in Buildings, as the Intermediterranean Commission of the Conference of Periph-
eral Maritime Regions CRPM act 1 and CRPM act 2 the Union for the Mediter-
ranean (UfM site), CAT MED Platform, Union of Mediterranean Architects, Fed-
eration of Regional Energy Agencies (FEDARENE) and many others have also
achieved specific commitments to impulse and support ERB strategies in the
MED area.
Three MED strategic projects (MARIE, ELIH MED and PROFORBIOMED), in-
volving more than 60 MED partners, agreed and published in 2013 the Ljubljana
Declaration (Ljubljana Declaration), and, in 2014, the Policy Paper (Policy Paper)
to implement the Energy Renovation of Buildings policy in MED space.
All these commitments open an intensive process to build a common MED
approach for energy renovation in Mediterranean buildings. However, to achieve
real and positive results, these commitments should be transformed into strate-
gies, projects and real savings.
COMMITMENTS
PORTFOLIO
MARIE’S
PRODUCT BOX
MAXIMUM IMPACT &
INTEREST PROJECTS
MED area (shaded in green)
and (in red), countries and
regions that have a Policy
Commitment for Energy
Renovation in Buildings.

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COMMITMENTS
PORTFOLIO
MARIE’S
PRODUCT BOX
COMMITMENTS
PORTFOLIO
MARIE’S
PRODUCT BOX
MAXIMUM IMPACT &
INTEREST PROJECTS
1.4 MARIE’S PRODUCT BOX
The second driver produced by MARIE partners is the Product Box, combining
and integrating 16 main products (6 guides, 4 models, 2 Programs, 2 Platforms,
1 Handbook), that will be very useful to prepare and develop regional ERB Strat-
egies.
These products are divided in four main outputs (prepared to overcome iden-
tified barriers): Intervention factory, Marketing & Training, Innovation Lab and
Cooperation Hub that, once combined, will facilitate the preparation of ERB re-
gional strategies.
The Intervention Factory (Intervention Factory) is oriented to generate feasible
and verified savings in existing buildings. The Marketing and Training (Market-
ing & Training) is focused in increase the demand motivation and supply skills
improvement. The Innovation Lab (Innovation Lab) will facilitate development of
new and innovative products and services. Cooperation Hub (Cooperation Hub)
should increase the integration of European, States, Regional and Local Policies.
1.5 MAXIMUM IMPACT AND INTEREST PROJECTS
The last driver produced by MARIE experimentation process is a first group of
Maximum Interest and Impact Projects. This driver shows main elements to be
moved to achieve effectivity, replicability and transferability projects at short term
with maximum interest and impact.
Selected demonstrative MIIPs (MIIP) are in different stages of execution, but
they represent feasible and short-term alternatives to renovate energy perfor-
mance in buildings. In this sense, MIIP’s are classified in investment lines, de-
pending on the promoter, the typology of buildings, the financial mechanism
used and the type of interventions included.
However, and to simplify its comprehension, MIIP’s can be found in two main
groups: Low & Very Low Cost projects, and High Investment projects. The first
ones can be prepared and executed in the short term, reducing economic costs
and energy expenses without relevant investments, simply improving the organi-
sations’ (public and private) governance. The second type is a long-term project
group, requiring high investments, and the type of mechanism to finance the
MIIP could be the most interesting aspect for its future replication.
High Performance Centre
(CAR) of Sant Cugat (E) faci-
lities (left). Brda (SL) primary
school (right).

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Battersea power station (London, UK): A model for turning old,
contaminant facilities into new public and private installations.
Conceiving, producing and implementing
Maximum Interest and Impact Projects
INTERVENTION FACTORY
MAXIMUM INTEREST
AND IMPACT PROJECTS
Savings
Veriﬁcation
Guide
Information
System Model
ERB at local
state
Investment
Program
Model
Financial
Mechanism
Assessment
Tool
Sustainability
Assessment
tool
MARIE’S
PRODUCT BOX
Battersea power station (London, UK):
A model for turning old, contaminant
facilities into new public and private
installations.
Intervention Factory poster.

13
The
MARIE’s technical works are focused specially in the prepa-
ration of practical products and tools to facilitate Regions and
Cities to prepare and implement their ERB Strategies. These
products are oriented directly to overcome the barriers identified and are struc-
tured in the four key MARIE outputs.
2.1. INTERVENTION FACTORY PRODUCTS
The six main Intervention Factory products are:
• Information System Model
• ERB at Urban Scale guide
• Investment Programme Model
• Maximum Interest and Impact Project Sustainability Assessment Tool (MIIPSAT)
• Financial Mechanism Assessment Tool (FMAT)
• Savings Verification Guide
MAXIMUM INTEREST
AND IMPACT PROJECTS
Savings
Veriﬁcation
Guide
Information
System Model
ERB at local
state
Investment
Program
Model
Financial
Mechanism
Assessment
Tool
Sustainability
Assessment
tool
Intervention Factory cycle.

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2.1.1 Information System Model (ISM)
The model proposed is based in the experimentation process developed by
the MARIE Lead partner (Government of Catalonia, Department of Territory and
Sustainability, Housing Agency of Catalonia) using the Catalan Spatial Data Infra-
structure (IDEC) and based in the EU INSPIRE Directive (INSPIRE).
One of the main barriers for energy renovation in buildings market detected by
MARIE partners is the lack of detailed information on the characteristics of the
building stock at regional level, to overcome this barrier is necessary that MED
regions undertake a process to improve their knowledge of their building stock.
The ISM can help MED Regions to build their own information system compat-
ible with the other MED Regions facilitating the necessary interoperability. The
ISM is explained in detail in strategic measure 1.1(MEDBEES) and is structured
in three main lines of work:
• Collecting information
• Processing information
• Presenting information
Building stock information is normally dispersed in a big quantity of the energy
consumers databases but also in the energy providers data bases and in general
data bases as cadastre, climate or energy certificates. This enormous degree
of dispersion requires urgent measures to concentrate and make compatible all
this information in order to be processed together and provide practical results
to assess policy decisions. The technical solution proposed by MARIE project
to collect information needed has two components. The first one related to the
informatics tool should be based in the use of a Spatial Data Infrastructure ap-
plying the INSPIRE Directive and the second one defining on line questionnaires
model to request information needed from all the energy in buildings consumers
organizations.
To process all the building stock information available is necessary to clarify
very well which are the main expected results from the information system. The
MARIE proposal is that the information system should provide mainly:
• Energy and economic savings achieved in building stock each year
• Facilitate energy consumption benchmark for each stock segment
• Provide the real impact of energy saving measures implemented
• Facilitate planning of intervention decisions
To present this information MARIE considers three main levels of presentation:
• Public authorities responsible of the ERB Regional strategy: they need a clear
summarized vision in order to take strategic decisions in order to adapt the
general actions in development. To achieve the general objectives of their own
strategy
• Buildings energy consumption responsible in public and private organizations
also to adapt their internal policies and action plans to achieve the concrete
objectives for their buildings
• Public Information to give a clear vision of the process but also to promote the
interest and participation of the public and private organizations not integrated
in the common information system

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ISM viewer: Lleida (E)- Build-
ings constructed before 1981,
with under-performing quality
and its Energy Qualification
degree.(Detailed Report
Output).
INPUTS
Facilitate the link to existing
databases
General Databases:
1-Cadaster (surface, use,
age, structural quality, etc)
2-Climate (degrees-day)
3-Energy Certification
4-Building Reports (IEE, ITE,
etc)
Specific Databases:
5-Energy consumption (elec-
tricity, gas, fuel...)
6-Socio-economic data
(income, country PPP, age,
employment, etc)
SYSTEM / PROCESSES
• Information sources
compiling
• Generation of information
• Analysis and evaluation
• Building characterisation
• Savings calculation
• Benchmarking
• Comparative of energy
sources analysis
• Cross-measures aplica-
tion forecasts
OUTPUTS
1-DETAILED REPORT, every
6 months, for strategy goals
review, using key indicators
(energy consumption and
emmissions in buildings,
investment, number of build-
ings under process, jobs
created or induced, etc.
2-BRIEF REPORT, yearly, for
public and private entities
participating in the Strategy
3-SHORT REPORT, for mass
media and general public,
once a year
4-SPECIFIC TECHNICAL
REPORT for interested own-
ers, upon request
5-BENCHMARKING for oth-
er third-parties companies
and owners

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2.1.2 ERB at urban scale Guide
This Guide has been produced in collaboration between two MARIE partners
BAR Municipality and LIMA. However the guide includes also inputs from other
MARIE partners as Region PACA, AVRA, IREC and Basilicata region. The main
objective of the ERB Guide is to facilitate planning ERB at local scale and is
structured in three main steps:
• Characterization of building’s energy performance in an urban context
• Energy Savings potential identification
• Planning interventions support
All these steps has been tested in the framework of Pilot Activity 1.2 (P.A. 1.2) in
six Mediterranean urban areas: Municipality of Bar (Montenegro), Potenza (Italy)
Digne and Frejus (France) Barcelona and Granada (Spain). The detailed funda-
ments of the ERB Guide can be consulted in MEDBEES (MEDBEES)
Characterization of buildings energy performance should be realized at local
scale considering the typologies identified and characterized at regional scale
for residential and tertiary buildings. However the characterization works at local
scale should be very useful to compare and validate the works done at regional
scale.
To project energy renovation of building blocks should be necessary improve
the detail of information related to energy savings potential for each typology.
ERB interventions should be planned considering the regional scale informa-
tion but also more detailed data as (energy real invoices, users behaviour,...) for
each typology.

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2.1.3 Investment Programme Model (IPM)
The IPM model has been developed by the MARIE Lead Partner (Government of
Catalonia) with AVRA (Agency of Housing Renovation in Andalusia) in the frame-
work of Pilot Activity 2.2 (PA 2.2) and the Strategic Measure 5.1 (MEDBEES).
The IPM model provides MED Regions an useful procedure to decide which
ERB projects will have more impact and interest (MIIP Maximum Interest and
Impact Projects). Such procedure has been structured in three main steps:
• MIIP’s Criteria approval
• Selecting and ranking Intervention lines
• Preparing the ERB Investment Program
To determine which should be the criteria to select MIIP’s MED Regions can
use next table deduced after finish the MARIE Pilot Activity 2.2.
The second step should be the selection of intervention lines. To facilitates this
task MARIE proposes MED Regions to use the Investment Lines Map.
Once the MIIP criteria and priority Interven-
tion lines are selected the last step consist in
prepare the ERB Regional Investment pro-
gram.
To do this the MARIE recommendation con-
sist in establish for each priority intervention
line one or two pilot MIIP in order to explore
the feasibility of this hypothesis. After this
necessary experimentation process MED
Regions should be able to open tenders for
each intervention line to exploit the saving and
business potential determined initially.
MIIP Criteria
1-Investment amount
2-Energy savings
3-Internal Rate of Return
4-Renewable energies quota
5-Carbon emissions savings
6-Promoter experience
7-Employments created or
induced
8-Replicability level
9-Public funding level

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2.1.4 Maximum Interest and Impact Project Sustainability Assessment Tool (MIIPSAT)
The MIIPSAT produced by the MARIE partner CTFC (Forest Sciences Centre
of Catalonia) with the collaboration of the Government of Catalonia (Lead part-
ner) and LIMA is an iteratively on line tool oriented to facilitate building owners
organizations the preparation of ERB projects with optimal level of sustainability.
The objective of the tool is to offer a general, up-to-date evaluation of MIIPs
strengths and weakness, where promoters and prescribers can see how the pro-
ject would perform, under a set of criteria: economy, energy, environment, social
and governance, under which the MIIP is evaluated using Analytical Hierarchy
Process. This process can be repeated every time a substantial modification of
the MIIP is applied to improve the weaknesses revealed by the previous appli-
cation of the tool.
In this last sense MIIPSAT is a self-evaluation tools that allows the building
owners organizations and their consultants to improve progressively the MIIP
in preparation. By the other hand MIIPSAT can be used by public authorities in
tenders or public calls to select more sustainable projects. Finally MIIPAT can be
considered also in the scientific point of view as a flexible and practical approach
towards sustainability concepts and projects.
The nineteen criteria (4 economic, 4 social, 5 environmental and 6 governance)
defined can be modified and adapted to specificities of each MED Region con-
sidering the public private agreements generated in the framework of Regional
ERB strategies development. By the other hand MIIPAT is an excellent tool to
compare MIIPs and to promote the real implementation of sustainability criteria.

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2.1.5 Financial Mechanism Assessment Tool (FMAT)
The FMAT has been produced by the Government of Catalonia in collaboration
with ANKO (MEDBEES) and is a tool to match ERB MIIPs with financial alterna-
tives. The tool is created on a spreadsheet basis where should be introduced
some technical and economic data about ERB opportunities and where a final
credit scoring is going to be obtained after a risk-return analysis.
In a second step the tool is matching financial analysis output with financing
alternative as private financing (Banking. Funds, ESCOs.) (P.A. 2.1) and public fi-
nancing. In this sense FMAT is a very interesting self - evaluation tool to facilitate
the decisions of owners’ organizations to choose the best financial mechanism
for their MIIPs.
The first part of the tool provides to the promoter the credit scoring based in
four variables: reliability of the promoter, quality of the project, level of investment
return and guarantee of the creditor. The result of this first evaluation provides a
score between 0-100, if the score is below 50 the promoter should modify and
improve the variables with bad result. If the result is over 50 the promoter can
enter in the second part where the best financial mechanisms should be selected
through FMAT.

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2.1.6 Energy Savings Verification Guide (ESV)
The ESV Guide has been produced by Government of Catalonia and proposes
procedures to monitor verify and validate the energy savings achieved in MIIPs.
The main target group of ESV Guide are MED Regional and local Authorities. The
Guide presents the basic conceptual framework. Methodologies and processes
of measurement & verification (M&V) and it has application in residential and ter-
tiary buildings. Also provides an overview of current best practices for measuring
and verifying savings outcomes of energy efficiency measures (EEM) application
in existing buildings.
The aim of the Guide is to stablish an innovative, common and practical meth-
odological procedure to determine energy savings at building level. Data will be
integrated into an information system in order to know the global energy renova-
tion in buildings evolution at regional level.
The Guide is structured in 10 parts: presentation, state of the art, Internation-
al protocol of measurement and verification, method proposed, Measures and
building typologies, General Application, detailed application in one residential
building, glossary and references.

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22
Commerce Chamber of Barcelona session: Involving office
building owners. Re-learning energy management of buildings.
Communication
and Marketing
Plan Guide
Training
Programme
Model
MARKETING AND TRAINING
Involving building owners’ organisations
and building up professional skills
MARIE’S
PRODUCT BOX
Commerce Chamber of Barcelona session: Involving ofﬁce building
owners. Re-learning energy management of buildings.

23
2.2. MARKETING AND TRAINING PRODUCTS
The two main Marketing and Training products are:
• Communication and Marketing plan guide
• Training Programme
Communication
and Marketing
Plan Guide
Training
Programme
Model

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2.2.1 Communication and Marketing plan guide (CMPG)
This Guide has been produced by Region PACA with inputs from the pilot aware-
ness campaigns developed by the Government of Catalonia in Barcelona, by LCA
in Malta and Municipality of Larnaka.
The CMPG is oriented to support Regional and Local Public Authorities in the
preparation of communication plans to promote Energy Renovation in Buildings
in the framework of regional strategies development. The methodology used is
based on the private marketing models but adapted to develop Public Private
Marketing Plans. The general idea is to reinforce the position of Public Authorities
as building owner to involve other private building owners in the regional strategy.
The three main technical aspects are considered in CMPG:
• the market segmentation (each typology of building and ownership should be
considered in a differentiated segment) should be combined with a stakehold-
ers map (deep analysis of market stakeholders specially owners: hotels, offices,
commercial, residential buildings…).
• the market activation (the current position of ERB in the market should be im-
proved) through the tactical precision of the products/services, prices/costs, dis-
tribution channels and promotion tools.
• the communication plan including messages, actions and indicators.
The CMPG (MEDBEES) is structured in in four main parts: General methodology,
From Marketing to Communication step by step, Practical experiences in Frejus,
Digne, Barcelona, Malta and Larnaka. Final conclusions and recommendations.

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2.2.2 Training Programme Model (TPM)
Training Program (MEDBEES) is a
MARIE product prepared by UMBRIA
Region and UMAR in cooperation
with ANKO, Government of Catalonia,
PACA Region, Larnaka Municipality
and GOLEA. The TPM is an innovative
model to plan and implement practical
training actions to cover needs and
lacks identified to develop ERB strat-
egies at regional level.
TPM is oriented to facilitate MED
Regional Authorities to integrate all the
best practices (APP best practices), to
identify gaps and lacks of skills (Train-
ing needs) and to promote training
plans at all levels.
The model proposed is based also in
a experimental and practical (learning
by doing method) training course.
The main steps that structures the
TPM are:
• Identifying training gaps
• Preparing training strategy to cover
the gaps
• Defining training contents through
protocols
• Implementing courses in organiza-
tions
• Disseminating actions and imple-
menting large-scale projects
TRAINING PROGRAMME MODEL
Facilitating training course design
MARIE’S
PRODUCT BOX
LEARNING FROM
THE BEST:
Best Practices
selection
STANDARDISA-
TION:
Energy efficiency
protocols
LEARNING BY
DOING:
Aiming top
capacitation and
employment
TESTING THE
MODEL:
12 buildings
under study,
9 institutions
implied and 74
professionals
formed
LARGE SCALE
IMPLEMENTATION
1 2 3 4 5
Santa Coloma de
Gramenet city council
El Gra Youth Centre,
Granollers
Aragó building,
Barcelona, Gencat
Tarradellas building,
Barcelona, Gencat
Minerva , Barcelona,
Diputació de Barcelona
Hotel Catalonia
Avinyó, Barcelona
Hotel Catalonia
Catedral, Barcelona
Hotel Catalonia Portal
de l’Àngel, Barcelona
Office building in Via
Augusta, Barcelona,
Núñez y Navarro
Sitges Primary
school
Innovation and
Vocational Training
centre Santa Coloma
Architects’ Associa-
tion of Catalonia,
Arcs street offices
STUDENTS AUDITING
TRAINING
Trained students Students in-site training
ACTION
PLAN
IMPLEMENTATION
REAL
ENERGY
SAVINGS
BUILDINGS
ENGAGEMENT
+
Economic savings (€)

26
Catalan Wood Institute (Incafust) Laboratory testing local renewa-
ble new building products performances.
Renewables
best practices
handbook
SME’s support
guide
Research
Programme
Interaction
platform at
local level
Renewables
Quota Model
INNOVATION LABORATORY
Enhancing innovation and quality in Energy
Renovation in Buildings products and services
MARIE’S
PRODUCT BOX
Catalan Wood Institute (Incafust) Laboratory testing local renewable new building products performances.

27
2.3. INNOVATION LAB PRODUCTS
The five main Innovation Lab products are:
• Renewables quota model
• Renewables best practices handbook
• SME’s support guide
• Research Programme
• Interaction Platform at local level
Renewables
best practices
handbook
SME’s support
guide
Research
Programme
Interaction
platform at
local level
Renewables
Quota Model

28
2.3.1 Renewables Quota Model (RQM)
The Renewables Quota Model (MEDBEES) has been prepared by CTFC with
Government of Catalonia. This product has been conceived to provide support
and facilitate MED Regional and Local Authorities decisions to select ERB invest-
ments in Regional Investment Programs. Moreover consultants will need tools
and enough information to prescript which kind and which quota of renewable
resources (materials and sources of energy) should be used in the ERB projects.
The RQM could be implemented by each MED Regional Authority through their
own legislation the MARIE proposal is a proposal of calculation method but each
Region should decide the Quota and also the legal implementation conditions.
The method proposed is based in calculate the percentages of renewable ma-
terials and renewable energy in each ERB project. To calculate the RQ, as you
can see in the previous scheme, is necessary to know the total economic cost of
materials and the total energy consumption.

29
2.3.2 Renewables Best practices Handbook (RBPH)
The Renewables Best Practices Handbook (MEDBEES) has been prepared by
CTFC as a complementary product of the RQM and has been conceived as an
open and flexible Handbook where all ERB stakeholders can use in two main
senses. First of all to share and obtain information of successful cases introduc-
ing renewable materials or energies in existing buildings. But also the Handbook
is open to receive successfully experiences in this sense.
The MARIE product is a set of fact sheets (one for each case) where is visible
the main issues and data related to the case. All cases should have a calculation
of Renewable Quota of the project and other indicators very interesting as eco-
nomic costs, pay backs and real savings achieved.
The RBP Handbook is an open tool to facilitate innovation and specially to
guide the progress of Mediterranean buildings towards nZEB objectives (nZEB).
RENEWABLE BEST PRACTICES HANDBOOK
NUMBER EXPERIENCE: 4 Biomass project Hotel Resort & Spa El
Montanyà (Seva, BCN, E)
PROJECT NAME Biomass project Hotel Resort & Spa
El Montanyà
PROMOTOR/CUSTOMER ONYARSER SL (SERHS GROUP)
ENERGY SERVICE COMPANY (ESCO) ENERGRUP BIO RENOVABLES SL
COMPLETION YEAR 2014
TOWN SEVA (BARCELONA, Spain)
BRIEF DESCRIPTION OF THE PROJECT:
The project has consisted in the implementation of a new thermal energy central with
biomass (wood chips) to replace the total consumption of the propane gas, the fossil fuel
which has been feeding the existing gas boiler.
Two Buildings (18.000 m2): Hotel, Convention Center, Indoor pool, Spa
TECHNICAL SPECIFICATIONS OF THE PROJECT:
Biomass boiler BIOFIRE HERZ 1000 kw
240 m3 biomass storage
Biomass feed system
20.000 l of water storage
District heating of 300m to supply energy to 2 buildings
Hydraulic, electric and control system
TOTAL INVESTMENT 398.000 €
GROSS ENERGY CONSUMPTION 3.765 MWh (per year)
BIOMASS CONSUMPTION 1.200 T/year
ECONOMIC SAVINGS 47.000 € /year (20 %)
ESCO CONTRACT PERIOD 15 years
RENEWABLE RESOURCES QUOTA 100% of energy from renewable sources

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2.3.3 SUPPORT MEASURE PROGRAMME FOR INNOVATION. SME’S SUPPORT GUIDE FOR INNO-
VATION (SMESG)
The Small and Medium Enterprise Guide (SMEG) has been prepared by Pied-
mont Region with the collaboration of Area Science Park.
The main objective of this Guide is to propose a process for helping public au-
thorities in defining their policies in the field of ERB, supporting innovation based
on MARIE experience.
Indeed, the development and mobilization of innovative chains in order to ac-
celerate the development, spread and deployment of new technologies aimed
at improving the energy efficiency of existing buildings, together with innovative
demand side measures (procurement for innovation, common standardization
and regulation efforts, testing and introduction of innovative products in the mar-
ket), can be important both to reach the environmental target and to create a
sustainable business growth in the construction sector avoiding the risk of a
market failure.
In this Guide a list of innovative measures is presented with the description of
products that could be included in an innovative whole value chain perspective:
• Measures to stimulate the offer of innovation of SMEs, such as SMEs net-
working, technology dating, brokerage events, Demonstration and testing of
innovative products;
• Public driven measures to stimulate demand for innovation, such as innovation
friendly procurement (PPI/PCP), GPP (introduction of innovative tools like LCA/
LCC in public tenders) and open catalogues.
Market support actions
Selection of the most effective
measures, implementation phase,
commercialization
Stakeholders involvement
and technical scientific
feasibility
Integrated support + RIG applied
experienced + active stakeholder
involvement
Innovation process
Regional innovation process approach
and development
.
.
.
interior.indd 30 13/10/14 10:28

31
2.3.4 Research Programme (RP)
The ERB R+D program (MEDBEES) has been coordinated by IREC with the
participation of all scientific partners of MARIE (University of Evora, Effinergie,
Area Science Park, University of Ljubljana and IASA). The RP is a guideline for
research and innovation bodies, industry and policy makers for the period 2015-
2020.
The RP objective is to increase and improve the research of the priority topics
related with ERB. A wide range of strategic actions related with the needs of
MED regions and the three main topics: Design and building materials, users,
and services & management.
RESEARCH PROGRAMME
Guiding research bodies, industry and policy
makers for R+D in ERB
MARIE’S
PRODUCT BOX
USER
Comfort and Healthy Buildings
User behaviour
SERVICES & MANAGEMENT
Energy Management
Data collection & Information
Systems
Energy Storage
Smart Metering
ITC Smart Cities
DESIGN & BUILDINGS
Life Cycle Assessment LCA
Integrated Energy Design Tools
District & Urban Scale Desgin
Business Model
Structural Materials
Multi-objective Envelope
RESEARCH LINES
Image: Mireia Tena
Image: Mireia Tena

32
2.3.5 Interaction Local Platforms (ILOP)
The ILOP has been developed by PACA Region and CRMA-PACA to produce
a model to create and develop an efficient network platform for ERB at local level
(MEDBEES).
The idea of the product is to generate a model by using a push-strategy on
demand, while implements public actions to enhance the activities iof actors for
a wider, higher quality ERB market and projects.
The Platform contains a coherent framework on a limited territory, involving po-
litical and socio-economic actors giving visibility and agency so as to implement
coordinated actions targeting public and private building owners and support
the SMEs companies.
The ILOP also sets specific measures (P.A. 3.3) to lead and coordinate actions
to help demand and offer meet.

33

34
The MEDiterranean sea: Hub range of activities.
Ensuring MED Joint Action Plan policies
support and sharing succesful experiences
Associated
Partners
Platform
Multilevel
Governance
Model
Guide for Regional
ERB Road Map
development
COOPERATION HUB
MARIE’S
PRODUCT BOX
The MEDiterranean sea: Hub range of activities.

35
2.4. COOPERATION HUB
The three main products of Cooperation Hub are:
• Guide for Regional ERB Road Map development
• Associated Partners Platform
• Multilevel Governance Model
Associated
Partners
Platform
Multilevel
Governance
Model
Guide for Regional
ERB Road Map
development

36
2.4.1 Guide for Regional ERB Road Map development
The MARIE Road Map Guide (Road Map) has been produced by IRE Liguria
with the collaboration of MARIE regions (Andalusia, Catalonia, Provence Alps
Côte d’Azur, Piedmont, Friuli Venetia Giulia, Liguria, Umbria, Basilicata and
Western Macedonia). The main objective of this guide is support the implemen-
tation of Road Maps for implement ERB strategies (MEDBEES) at regional level.
MARIE has worked with 9 regions and 2 cities from 9 different countries of
the Mediterranean Area, this experience revealed the great diversity of starting
positions in the regions of the EU MED space (RBA’s demand, RBA’s offer). For
this reason, it is required that each region examines in detail which measures are
applicable in their territorial context.
Four main regions of MARIE (Liguria, Piedmont, PACA and Catalonia) project
has been working in Pilot Activity 1.1 (PA 1.1) to analyse the existing regulations
related to ERB. The conclusion of this analysis is that legislation framework ap-
pears significantly heterogeneous. In this sense the analysis proposes to devel-
op a common policy framework in MED area to implement ERB Directives. This
Guide goes directly towards this objective.
A key element for the development of successful roadmap is to gather the
maximum support and involvement from all public and private ERB stakehold-
ers. This ensures the maximum consensus on goals and actions, encourages
the commitment of all parties (not only in the roadmap preparation but also in its
implementation.
The main steps for a successful roadmap implementation are visible in the
previous scheme. If one of these stages are not considered the final result could
be affected.

37
2.4.2 Associated Partners Platform (MARIE APP)
The MARIE APP (www.marieapp.eu ) has been produced by the Government
of Catalonia has been tested during 2012, 2013 and 2014 as a platform to facil-
itate the participation and interaction with MARIE associated partners and other
entities.
In August 2014 the associated entities participating in MARIE APP are more
than 500 with a very high diversity of entities as its visible in the previous graph.
At the end of the MARIE project the APP will have the last version of all the MA-
RIE products and facilitating interaction and involvement of all MED stakeholders
interested in it.

38
2.4.3 Multilevel Governance Model (MGM)
The Ljubljana Declaration (Ljubljana Declaration) approved by the three MED
strategic projects MARIE, ELIH MED & PROFORBIOMED in October 2013 and
the Policy Paper (Policy Paper) has defined as a key driver and commitment of
their partners the creation of a new model of multi-level governance for the im-
plementation of policies for energy renovation in buildings.
In MARIE framework the Government of Catalonia has developed the first ba-
sis of the new governance model in specially three strategic measures of MED-
BEES (SM 2.3 Business Cooperation, SM 4.2 Local Management integration
and SM 4.3 Experiences and Policy sharing) that clarifies the main components
of the new model.
The first one (MEDBEES) focus on how public authorities and private organiza-
tions (both from ERB demand and supply) can build a joint structure able to facil-
itate the MED ERB market development. The second one (MEDBEES) stresses
the importance of generate at regional level Public Private Forums able to be the
space of agreement and pact around the rules that the emergent ERB market
could be developed. And finally the third one (MEDBEES) is concentrated in the
feasibility analysis of a MED coordination of the local Public Private Forums.
The final proposal of MARIE in relation with this new model of governance will
be included in the study contracted by Region PACA in relation with the emer-
gence of a MED ERB Cluster (PACA study).

39

3.
MARIE
ROAD
MAP
A Policy Guide to prepare and implement long term
regional Building Energy Renovation Strategies

42
MARIE
project was launched in April 2011, within the
framework of the 2007–2013 MED (Europe in the
Mediterranean) Programme, and it aims to pro-
mote the implementation of the principles of energy efficiency in buildings.
The project extends over 45 months, until December 2014, and is led by the
Department of Territory and Sustainability (DTES) of the Government of Cata-
lonia. It involves twenty–three organisations from the Mediterranean area. More
specifically, MARIE project covers 8 countries of the MED Space (CY, F, I, GR,
MT, PT, SL and E) and 1 country of the IPA Area (ME). The different nature and
scale of partners and associates offers a comprehensive coverage of the MED
Area, and enables direct capitalisation in, at least, 9 MED Regions (Andalusia,
Catalonia, Provence-Alpes-Côte d’Azur, Liguria, Piedmont, Friuli-Venezia-Giu-
lia, Basilicata, Umbria and Western Macedonia), which altogether have a popu-
lation of 30 million inhabitants approximately.
MARIE aims to establish the socio-economic conditions for Energy Efficien-
cy improvement in the Mediterranean building stock, in the framework of EU
policy objectives, overcoming barriers and creating sustainable development
opportunities in the MED Area.
In MARIE Application Form (outputs of the project) is clearly defined the aim
of the project to produce policy commitments and specific regional policy
changes especially in MARIE regions. Moreover the MED Management Autho-
rity has clearly request to MARIE Lead Partner that Regional Policy Commit-
ments should be one of the main results of the project.
Specifically MARIE aims to achieve:
• Encouraging authorities of the Mediterranean Regions to introduce energy
efficiency in buildings as a top priority in their operational programs and po-
licies.
• Theadaptation and updating of integrated urban and regional regulations for
sustainable energy renovation of existing buildings (ERB).
• The innovation of financing models and mechanisms for ERB based on pu-
blic-private synergies and the structuration of funding sources.
• The ERB-market activation through new marketing formulas and innovation
in materials, products and services supply, adapted to the current needs of
ERB.
In this sense MARIE Road Map is a synthetic reference document that MA-
RIE Regions, but also other MED Regions, can use as reference document to
be included in the official ERB policy commitments.
To achieve all these objectives, MARIE partnership has been used a metho-
dology based on 5 main steps:
• Barriers analysis
• Determining strategic lines to overcome main barriers
• Testing strategic measures and tools
• Defining strategic measures, key outputs and action plan
• Road map preparation

43
MARIE Road MAP is the final step of
a complete process to build a guide to
implement the EE/27/2012 EU Directi-
ve in MED Area. MARIE Road Map is
structured on 6 main outlines:
• Policy commitments and coordina-
tion at all public administration levels
• Maximum Interest and Impact Pro-
jects (MIIPs) development based on
concrete effective and measurable
results.
• Maximum support from all parties
involved
• Multi-benefit objectives approach
• MEDBEE 14 strategic measu-
res-tools and 4 outputs (Awareness
and Training Campaign, Coopera-
tion Hub, Innovation Laboratory and
Intervention factory).
• Common procedure
MARIE Road MAP is the final step of
a complete process to build a guide to
implement the EE/27/2012 EU Directi-
ve in MED Area. MARIE Road Map is
structured on 6 main outlines:
• Policy commitments and coordi-
nation at all public administration
levels: The commitments should be
focused on the declaration of intent
to prepare and develop long term
national, regional and local strate-
gies to renovate public and private
buildings.
• Maximum Interest and Impact
Projects (MIIPs) development based on concrete effective and measurable
results.
• Maximum support from all parties involved: The ERB strategies prepara-
tion should be based on a wide common understanding within all public and
private parties involved.
• Multi-benefit objectives approach, using indicators to monitor performance.
• MEDBEE: 14 strategic measures-tools, 4 outputs (Awareness and Training
Campaign, Cooperation Hub, Innovation Laboratory and Intervention fac-
tory), and 16 products.
• Common procedure: structured as Preparatory activities, Agreement on ob-
jectives and strategic lines, Definition of the Road map and Implementation
of the road map.
MARIE
MEDITERRANEAN
BUILDING RETHINKING
FOR ENERGY EFFICIENCY
IMPROVEMENT
ROAD MAP
A Policy Guide to prepare and implement long term
Regional Building Energy Renovation Strategies
NEEDS
AGREEMENTS
PREPARATORY
ACTIVITIES
· Barriers
· Gaps
· Goals
· Methods
AGREEMENT ON
OBJECTIVES AND
STRATEGIC LINEES
· Parties
identification
· Agreement
preparation
· Agreement
approval
ROAD MAP
DEFINITION
· Creation of
working groups
· Strategic actions
description
· Roadmap definition
and approval
ROAD MAP
IMPLEMENTATION
· Launching
· Progress
· Evaluation and
revision
STRATEGY
ACTING
Discussing barriers. Catalan strategy agreement.
May 2014.
Catalan Road Map definition
meeting.
Renovation works.

4.
BASIS
FOR
THE
FUTURE
ERB
DEVELOPMENT:
MIIPS

46
MARIE
will finish the activities at the end of 2014. Howev-
er the importance of the European Investment, the
dimension of the project and the capitalization &
mainstreaming process in development are clear reasons to understand that, in
reality, MARIE will continue to be present in our territories.
The concrete and measurable form of its presence are the JOINT ACTION
PLAN and the projects implemented in this framework from now to 2020 and
specially the real energy savings achieved. In this sense, the MIIP concept
emerges as one of the more important drivers produced by MARIE.
In this last chapter of the MARIE executive summary, we will not only deepen
over the MIIP concept, but also in the basis on how this concept can be a real
driver to give realism and effectivity the ERB MED Regional Strategies.
This chapter has structured in four main issues:
• Clarify the MIIP concept and classification
• Present MIIP examples of 100% private funding with EPC model
(http://eesi2020.eu/)
• Present MIIP examples of mix public – private funding
• Present MIIP examples of public funding
POLICIYCONSOLIDATION
STRATEGY FACILITATION
PROJECT GE
NERATION
MARIE
SET CHAIN
REACTION
· Ljubljana Declaration signed
by over 60 Europe in the
Mediterranean partners +
Intermediterranean
Commission.
· 9 regional Policy
Commitments.
· 4 public-private
partnerships.
· Policy paper.
COMMITMENTS
PORTFOLIO
MEDITERRANEAN
BUILDING
ENERGY EFFICIENCY
STRATEGY
MARIE product box:
· 2 Platforms
· 5 Guides
· 2 AssessmentTools
· 5 Models
· 1 Programme
· 1 Handbook
MAXIMUM INTEREST &
IMPACT PROJECTS
· 6 Urban Area Renovation projects
· 4 Sectorial renovation projects
· 3 Technological renovation projects
MARIE
S
ET CHAIN REACT
ION
The MARIE three drivers have
been conceived to generate
a chain reaction effect in our
societies to convert MED
buildings in a development
fundament.

47
4.1 THE MIIP CONCEPT
The Maximum Interest and Impact Projects are defined in the Road Map (Road
Map) as “large scale project implementing ERB strategies, financed by private
or/and public funds, supervised by a public authority that must guarantee the
achievement of fixed energy saving targets”.
This definition should be more precise in each Regional Strategy defining in
detail the MIIP criteria (MEDBEES) and specially the value rang of each criteria. In
Catalan Strategy members of the FORUM (more than 75 public private organiza-
tions) has been approved a list of 9 criteria with a range of value for each criteria.
A second step to clarify more the MIIP concept is the detailed description
sheet (example). The different economic, social, energy, environmental and gov-
ernance parameters facilitates a lot the comprehension of this concept.
Finally to clarify more the concept we present several examples of MIIP pro-
duced in the MARIE framework that can serve to understand better the impor-
tance and the dimension of MIIP concept.
4.2 ENERGY PERFORMANCE CONTRACTS. PRIVATE FUNDS
An important part of ERB MIIPs should be financed applying the Energy Per-
formance Contract (EPC) Model. EESI (European energy service initiative 2020)
is a very interesting project (http://eesi2020.eu/) that aims facilitate the develop-
ment of long lasting EPC initiatives in 9 major cities of Europe. EESI integrates
very good experience in the application of EPC.
In the MARIE framework the Lead Partner (Government of Catalonia) is de-
veloping an EPC first example (video CAR) in the CAR (Centre of Sport High
Performance) in Sant Cugat del Valles (Barcelona). The project (now in operation)
confirms that EPC model is possible, feasible and very interesting form to devel-
op energy renovation based on energy savings guarantee.
The experience developed in the CAR is a very good example of MIIP (CAR)
because it has a high replicability in public buildings having an energy invoice over
100.000€ (which represents more than 1.000 buildings only in Catalonia,) and now-
adays the Catalan Government has prepared and experienced all the procedures
and documents needed for replication (17 projects more in preparation).
4.3 MIXING PUBLIC AND PRIVATE FUNDS
Also in the MARIE framework two projects more has been developed mixing
public and private funds examples. These types of projects combining ERDF,
National, Regional and Local public funds with private one’s using in part EPC
model have also a big potential to be replicated.
The first example is in Brda (Slovenia), developed by GOLEA, and is considered
very replicable by Slovenian Government. The project consist (Brda project) in a
deep renovation integrating management, architectural and installations meas-
ures with a financial plan based on 25% MARIE funds and 75% EPC model.
This model is replicable specially when regional or local governments have a
part of the costs via subvention (from ERDF or other EU Programs) and tries to
involve private ESCO.
The second example is in Greece and in this case the majority of funds coming
from MARIE.

48
4.4 PUBLIC FUNDS
Another possibility is pro-
jects with 100% of public
funding.
The main conclusion of
these experiences is that the
energy and economic savings
achieved should be used to
develop and replicate in part
the experience in other public
buildings.
AVRA office buildings ener-
gy renovation is another inter-
esting example.

49
As example chose also in the MARIE framework is the substitution of 150 Gas oil boilers
by biomass-fuelled boilers in local public buildings in Catalonia (link fact sheet).

51

Lead partner: Government of Catalonia.
Department of Territory and Sustainability.
Housing Agency of Catalonia, Spain
ACC1Ó. Agency to Support Catalan
Companies, Spain
Region Provence-Alpes-Côte d’Azur, France
ANKO (Regional Development Agency of
Western Macedonia S.A.), Greece
Piedmont Region, Italy
LIMA (Low Impact Mediterranean
Architecture Association), Spain
IREC (Catalan Institute for Energy
Research), Spain
AVRA (Housing and Refurbishment
Agency of Andalusia), Spain
CRMA-PACA (Chambre Régionale
de Métiers et de l’Artisanat), France
Forest Sciences Center of
Catalonia (CTFC), Spain
EFFINERGIE, France
IASA (Institute of Accelerating
Systems and Applications), Greece
Umbria Region, Italy
AREA Science Park, Trieste, Italy
University of Evora, Portugal
Basilicata Region, Italy
ARE Liguria (Regional Energy Agency
of Liguria), Italy
UMAR (Union of Mediterranean
Architects), Malta
LCA (Local Council Association
of Malta), Malta
University of Ljubljana, Slovenia
GOLEA (Goriska Local Energy Agency),
Slovenia
Bar Municipality, Montenegro
Larnaca Municipality, Cyprus
The MARIE project consortium:
9 Mediterranean countries - 23 partners
Contact:
Xavier Martí i Ragué
MARIE Coordinator
Chief Officer of European Programmes
Secretariat for Housing and Urban
Improvement
Department of Territory and Sustainability
Government of Catalonia
Diputació 119, 5º 4ª
08015 Barcelona
(+34 935 547 115)
www.marieapp.eu

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