EN 17669:2022
(Main)Energy Performance Contracts - Minimum requirements
Energy Performance Contracts - Minimum requirements
Scope of the new standard(s) is to define the minimum requirements of an Energy Performance Contract between the beneficiary and
the provider of an energy efficiency measure that delivers a contractually agreed level of energy efficiency improvement and other
agreed energy performance criterion and meet the requirements of:
- cost effectiveness in relation to the benefits generated by the energy efficiency measure (appropriateness of the EPC);
- risk mitigation and risk allocation toolkit;
- Eurostat and IASB requirements for statistical treatment and financial accounting;
- due diligence and underwriting procedures of financial institutions and assets evaluators.
Energiespar-Contracting - Mindestanforderungen
Dieses Dokument legt die Mindestanforderungen an Energieleistungsverträge (EPCs) fest. Die Maßnahmen zur Verbesserung der energiebezogenen Leistung (EPIAs) sollen zu einem garantierten Niveau der Verbesserung der Energieeffizienz und weiteren vereinbarten Kriterien in Bezug auf die energiebezogene Leistung führen, unabhängig von der Menge, der Verwendung oder der Art der verbrauchten Energie.
Dieses Dokument ist für EPIA(s) bei bestehenden Anlagen anzuwenden.
Die Anforderungen werden festgelegt, um für Folgendes zu sorgen:
— Transparenz während des gesamten Prozesses der Erstellung eines EPC;
— Kosteneffizienz im Verhältnis zum Nutzen der EPIA;
— ein Toolkit zur Qualitätssicherung, Risikominderung und Risikoverteilung;
— wesentliche Informationen, die für Finanzkalkulationen und technische Berechnungen sowohl für den Begünstigten als auch für den Energiedienstleister erforderlich sind.
Das Dokument ist anzuwenden für Energiedienstleister und Begünstigte unabhängig von deren Art, Größe, Komplexität oder geographischem Standort.
Dieses Dokument darf von Finanzinstituten und anderen interessierten Parteien des Prozesses verwendet werden.
ANMERKUNG Dieses Dokument könnte in Verbindung mit den Leitlinien von Eurostat oder dem International Accoun-ting Standards Board (IASB) oder anderen Normen verwendet werden, um die Taxonomie und die Richtlinie zur nicht-finanziellen Berichterstattung oder gegebenenfalls die Nachhaltigkeitsberichterstattung von Unternehmen zu erfüllen.
Contrat de performance énergétique - Exigences minimales
Le présent document définit les exigences minimales pour les contrats de performance énergétique (CPE). Les actions d'amélioration de la performance énergétique (AAPE) ont pour but de parvenir à un niveau garanti d'amélioration de l'efficacité énergétique et d'autres critères relatifs à la performance énergétique convenus, indépendamment des usages énergétiques, de la quantité ou des types d'énergie consommée.
Le présent document est destiné à une application aux AAPE pour des biens existants.
Les exigences sont établies afin de donner :
• une transparence sur l'ensemble du processus qui aboutit au contrat de performance énergétique ;
• un bon rapport coût-efficacité au regard des avantages générés par la mesure d'efficacité énergétique ;
• une boîte à outils pour l’assurance qualité, la réduction des risques et leur répartition ;
• des informations pertinentes nécessaires pour les calculs financiers et techniques, à la fois pour le bénéficiaire et pour le fournisseur de services énergétiques.
Le présent document s'applique aux fournisseurs de services énergétiques et aux bénéficiaires, indépendamment de leur type, taille, complexité ou situation géographique.
Le présent document peut être utilisé par des institutions financières et autres parties prenantes du processus.
NOTE Le présent document peut être utilisé conjointement avec les recommandations d'Eurostat et du Conseil des normes comptables internationales (CNCI).
Pogodbe o energetski učinkovitosti - Minimalne zahteve
Področje uporabe novih standardov je opredelitev minimalnih zahtev pogodbe o energetski učinkovitosti med upravičencem in ponudnikom ukrepa za energetsko učinkovitost, ki zagotavlja pogodbeno dogovorjeno raven izboljšave energetske učinkovitosti in druga dogovorjena merila energetske učinkovitosti ter izpolnjuje zahteve v zvezi z naslednjim:
– stroškovna učinkovitost glede na koristi, ki jih ponuja ukrep za energetsko učinkovitost (ustreznost EPC);
– nabor orodij za zmanjševanje in porazdelitev tveganj;
– zahteve organizacije Eurostat in Upravnega odbora za mednarodne računovodske standarde (IASB) za statistično obdelavo in finančno računovodstvo;
– skrben pregled poslovanja ter postopki zavarovanja finančnih institucij in ocenjevalcev sredstev.
General Information
Standards Content (Sample)
SLOVENSKI STANDARD
01-januar-2023
Pogodbe o energetski učinkovitosti - Minimalne zahteve
Energy Performance Contracting - Minimum requirements
Energiespar-Contracting - Mindestanforderungen
Contrat de performance énergétique - Exigences minimales
Ta slovenski standard je istoveten z: EN 17669:2022
ICS:
27.015 Energijska učinkovitost. Energy efficiency. Energy
Ohranjanje energije na conservation in general
splošno
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EUROPEAN STANDARD EN 17669
NORME EUROPÉENNE
EUROPÄISCHE NORM
November 2022
ICS 27.015
English version
Energy Performance Contracts - Minimum requirements
Contrat de performance énergétique - Exigences Energiespar-Contracting - Mindestanforderungen
minimales
This European Standard was approved by CEN on 2 October 2022.
CEN and CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for
giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical
references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to
any CEN and CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN and CENELEC member into its own language and notified to the CEN-CENELEC
Management Centre has the same status as the official versions.
CEN and CENELEC members are the national standards bodies and national electrotechnical committees of Austria, Belgium,
Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy,
Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia,
Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and United Kingdom.
CEN-CENELEC Management Centre:
Rue de la Science 23, B-1040 Brussels
© 2022 CEN/CENELEC All rights of exploitation in any form and by any means
Ref. No. EN 17669:2022 E
reserved worldwide for CEN national Members and for
CENELEC Members.
Contents Page
European foreword . 3
Introduction . 4
1 Scope . 6
2 Normative references . 6
3 Terms and definitions . 6
4 Scope and boundaries of the EPC . 9
5 EPC’s energy targets . Error! Bookmark not defined.
6 Contractual energy baseline . 11
7 Specification and description of the EPIA(s) . 12
8 Methodology for the evaluation of the energy efficiency improvement (ex-post) . 13
9 Methodology for the evaluation of other improvement measures (ex post) . 14
10 Energy service provider obligations . 14
11 Beneficiary and energy service provider obligations for EPIAs on assets owned by the
beneficiary . 15
12 Additional obligations of the energy service provider . 16
13 Beneficiary obligations . 16
14 Financing mechanisms . 16
15 Guaranteed savings . 17
16 Reporting for other improvement measures . 18
17 Duration . 18
18 Payment mechanisms - Invoicing . 19
19 Risk assessment, mitigation and allocation . 20
20 Insurance . 20
21 Exclusions . 21
Annex A (informative) Statistical analysis to determine baseline EnPI and EnPIv . 22
Annex B (informative) Business plan of an EPC without energy supply in its scope . 26
Annex C (informative) Example of Risk allocation matrix . 36
Bibliography . 37
European foreword
This document (EN 17669:2022) has been prepared by Technical Committee CEN/CLC/JTC 14 “Energy
management and energy efficiency in the framework of energy transition”, the secretariat of which is held
by UNI.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by May 2023, and conflicting national standards shall be
withdrawn at the latest by May 2023.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national standards body.
A complete listing of these bodies can be found on the CEN website.
According to the CEN-CENELEC Internal Regulations, the national standards organisations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland,
Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of North
Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and the United
Kingdom.
Introduction
Energy efficiency improvement is one of the pillars of the energy transition. It is considered as one of the
most cost-effective ways of addressing the growing demand for energy, climate change mitigation, energy
security and increased competitiveness.
Directive 2012/27/EU on energy efficiency defines the term "Energy Performance Contracting" as “a
contractual arrangement between the beneficiary and the provider of an energy efficiency improvement
measure, verified and monitored during the whole term of the contract, where investments (work, supply
or service) in that measure are paid for in relation to a contractually agreed level of energy efficiency
improvement or other agreed energy performance criterion, such as financial savings”.
NOTE Sometimes in English the term "Energy Performance Contracting" is used with the same meaning of
"Energy Performance Contract" although "contracting" can refer to the process of establishing and delivering an
energy performance contract.
The new energy efficiency directive (EU) 2018/2002 highlights that reaching an ambitious energy
efficiency target requires barriers to be removed to facilitate investment in energy performance
improvement actions (EPIAs). One step in that direction is the clarification provided by Eurostat on how
to record energy performance contracts for the public sector in national accounts, which offers
opportunities to remove uncertainties and facilitate the use of such contracts.
The lack of broadly accepted best practices or guidelines for Energy Performance Contracts (EPCs)
demands the development of a standard specifying the minimum requirements of the contractual
agreement that matches the needs of:
• policy makers to provide tools for quality, transparency and effectiveness in EPIAs;
• building owners, public or private organizations and energy service providers to adopt a contractual
framework for energy services that provides clear and transparent risk allocation and guaranteed
energy efficiency improvement and other agreed energy performance criteria;
• financial institutions and banks to have a reference contractual framework between user and energy
service provider that clearly specify value generation (including multiple benefits or co-benefits of
energy efficiency improvements) and risk allocation;
• property valuators to help assessing the value of the asset in relation to its energy efficiency and
sustainability performance for the project lifetime.
This standard addresses the multiple domains of the EPCs: technical, financial, legal and provides a
common framework of methods to integrate the minimum requirements of energy efficiency
improvement.
Because an EPC usually has an impact on the risk allocation between the energy service provider, the
financial institution and the beneficiary of the energy efficiency improvement services, the requirements
have implication on the economic evaluation, legal, fiscal and accounting procedures for both public and
private organizations.
This document can be used in conjunction with the following:
• management system standards,
• energy management standards,
• risk management standards,
• asset management standards,
• underwriting procedures of financial institutions (European Bank Authority – EBA),
• international accounting standards (International Financial Reporting Standards - IFRS),
• Eurostat statistical treatment of EPC,
• Environmental Social and Governance (ESG) requirements, or
• Action plan for Sustainable Finance.
The production of renewable energy on site does not necessarily achieve energy efficiency improvement.
Even if energy consumption across the boundary decreases, there may be no measurable improvement
in energy efficiency related to the energy use as a result of the change.
However, renewable energy production may be a component of an EPC and is therefore considered to be
in the scope of this document when combined with an EPIA.
1 Scope
This document specifies the minimum requirements for Energy Performance Contracts (EPCs). The
energy performance improvement actions (EPIAs) are intended to achieve a guaranteed level of energy
efficiency improvement and other agreed energy performance related criteria irrespective of the
quantity, use, or types of energy consumed.
This document is applicable to EPIA(s) on existing assets.
The requirements are set in order to provide:
• transparency throughout the whole process of establishing an EPC,
• cost effectiveness in relation to the benefits generated by the EPIA,
• a quality assurance, risk mitigation, and risk allocation toolkit,
• material information necessary for financial and technical calculations for both the beneficiary and
the energy service provider.
The document is applicable to energy service providers and beneficiaries regardless of their type, size,
complexity, or geographical location.
This document may be used by financial institutions and other stakeholders of the process.
NOTE This document could be used in conjunction with Eurostat or International Accounting Standards Board
(IASB) guidance or other standards to comply with taxonomy and non-financial reporting directive or Corporate
Sustainability reporting if applicable.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
EN 17463 Valuation of Energy Related Investments (VALERI)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1
energy consumption
quantity of energy applied
[SOURCE: EN ISO 50001:2018, 3.5.2]
3.2
energy efficiency
ratio or other quantitative relationship between an output of performance, service, goods, commodities,
or energy, and an input of energy
EXAMPLE Conversion efficiency, energy required/energy consumed
Note 1 to entry: Both input and output should be clearly specified in terms of quantity and quality and be
measurable.
[SOURCE: EN ISO 50001:2018, 3.5.3]
3.3
energy performance
measurable result(s) related to energy efficiency, energy use, and energy consumption
Note 1 to entry: Energy performance can be measured against the organization’s objectives, energy targets and
other energy performance requirements.
[SOURCE: EN ISO 50001:2018, 3.4.3]
3.4
energy performance contract
EPC
contractual agreement between the provider of EPIA(s) an
...
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