SIST-TP CEN ISO/TR 52003-2:2017

Energy performance of buildings - Indicators, requirements, ratings and certificates - Part 2: Explanation and justification of ISO 52003-1 (ISO/TR 52003-2:2017)

This document refers to ISO 52003-1. It contains information to support the correct understanding and
use of ISO 52003-1 and does not contain any normative provisions.
NOTE The relation with other EPB standards, product standards and product policy is shown schematically
in Figure 4 of Clause 6.

Performance énergétique des bâtiments - Indicateurs, exigences et certification - Partie 2: Explications et justifications pour ISO 52003-1 (ISO/TR 52003-2:2017)

Energetska učinkovitost stavb - Indikatorji, zahteve, ocene in certifikati - 2. del: Obrazložitev in utemeljitev za ISO 52003-1 (ISO/TR 52003-2:2017)

Ta dokument se sklicuje na EN ISO 52003-1. Vsebuje informacije za podporo pravilnega razumevanja in uporabe standarda ISO 52003-1 in ne vsebuje nobenih normativnih določb.
OPOMBA: Povezava z drugimi standardi EPB ter standardi in pravilniki za proizvode je shematsko prikazana na sliki 4 v točki 6.

General Information

• Status: Published
• Public Enquiry End Date: 09-Jan-2017
• Publication Date: 15-Aug-2017
• ICS: 27.015 - Energy efficiency. Energy conservation in general
• ICS: 91.120.10 - Thermal insulation of buildings
• Technical Committee: TOP - Thermal insulation
• Current Stage: 6060 - National Implementation/Publication (Adopted Project)
• Start Date: 01-Aug-2017
• Due Date: 06-Oct-2017
• Completion Date: 16-Aug-2017
• Directive: 2010/31/EU - Directive 2010/31/eu of the European Parliament and of the Council of 19 May 2010 on the energy performance of buildings (recast)
• Mandate: M/480 - Mandate to CEN, CENELEC and ETSI for the elaboration and adoption of standards for a methodology calculating the integrated energy performance of buildings and promoting the energy efficiency of buildings, in accordance with the terms set in the recast of the Directive on the energy performance buildings (2010/31/EU)
• Ref Project: CEN ISO/TR 52003-2:2017 - Energy performance of buildings - Indicators, requirements, ratings and certificates - Part 2: Explanation and justification of ISO 52003-1 (ISO/TR 52003-2:2017)

Relations

• Replaces: SIST EN 15217:2007 - Energy performance of buildings - Methods for expressing energy performance and for energy certification of buildings
• Effective Date: 01-Sep-2017
• Replaces: SIST EN 15217:2007 - Energy performance of buildings - Methods for expressing energy performance and for energy certification of buildings
• Effective Date: 08-Jun-2022

Standards Content (Sample)

SLOVENSKI STANDARD
SIST-TP CEN ISO/TR 52003-2:2017
01-september-2017
1DGRPHãþD
SIST EN 15217:2007
(QHUJHWVNDXþLQNRYLWRVWVWDYE,QGLNDWRUML]DKWHYHRFHQHLQFHUWLILNDWLGHO
2EUD]ORåLWHYLQXWHPHOMLWHY]D,62,6275
Energy performance of buildings - Indicators, requirements, ratings and certificates - Part
2: Explanation and justification of ISO 52003-1 (ISO/TR 52003-2:2017)
Performance énergétique des bâtiments - Indicateurs, exigences et certification - Partie
2: Explications et justifications pour ISO 52003-1 (ISO/TR 52003-2:2017)
Ta slovenski standard je istoveten z: CEN ISO/TR 52003-2:2017
ICS:
27.015 (QHUJLMVNDXþLQNRYLWRVW Energy efficiency. Energy
2KUDQMDQMHHQHUJLMHQD conservation in general
VSORãQR
91.120.10 Toplotna izolacija stavb Thermal insulation of
buildings
SIST-TP CEN ISO/TR 52003-2:2017 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST-TP CEN ISO/TR 52003-2:2017

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SIST-TP CEN ISO/TR 52003-2:2017


CEN ISO/TR 52003-2
TECHNICAL REPORT

RAPPORT TECHNIQUE

July 2017
TECHNISCHER BERICHT
ICS 91.120.10 Supersedes EN 15217:2007
English Version

Energy performance of buildings - Indicators,
requirements, ratings and certificates - Part 2: Explanation
and justification of ISO 52003-1 (ISO/TR 52003-2:2017)
Performance énergétique des bâtiments - Indicateurs,
exigences et certification - Partie 2: Explications et
justifications pour ISO 52003-1 (ISO/TR 52003-
2:2017)


This Technical Report was approved by CEN on 24 February 2017. It has been drawn up by the Technical Committee CEN/TC 89.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and United Kingdom.





EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels
© 2017 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN ISO/TR 52003-2:2017 E
worldwide for CEN national Members.

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CEN ISO/TR 52003-2:2017 (E)
Contents Page
European foreword . 3

2

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SIST-TP CEN ISO/TR 52003-2:2017
CEN ISO/TR 52003-2:2017 (E)
European foreword
This document (CEN ISO/TR 52003-2:2017) has been prepared by Technical Committee ISO/TC 163
"Thermal performance and energy use in the built environment" in collaboration with Technical
Committee CEN/TC 89 “Thermal performance of buildings and building components” the secretariat of
which is held by SIS.
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 January 2018 and conflicting national standards shall
be withdrawn at the latest by January 2018.
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.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association.
This document is part of the set of standards and accompanying technical reports on the energy
performance of buildings and has been prepared under a mandate given to CEN by the European
Commission and the European Free Trade Association (Mandate M/480, see reference [EF3] below).
Directive 2010/31/EU recasting the Directive 2002/91/EC on energy performance of buildings (EPBD,
[EF4]) promotes the improvement of the energy performance of buildings within the European Union,
taking into account all types of energy uses (heating, lighting, cooling, air conditioning, ventilation) and
outdoor climatic and local conditions, as well as indoor climate requirements and cost effectiveness
(Article 1).
The directive requires Member States to adopt measures and tools to achieve the prudent and rational
use of energy resources. In order to achieve those goals, the EPBD requires increasing energy efficiency
and the enhanced use of renewable energies in both new and existing buildings. One tool for this is the
application by Member States of minimum requirements on the energy performance of new buildings
and for existing buildings that are subject to major renovation, as well as for minimum performance
requirements for the building envelope if energy-relevant parts are replaced or retrofitted. Other tools
are energy certification of buildings, inspection of boilers and air-conditioning systems.
The use of European standards increases the accessibility, transparency and objectivity of the energy
performance assessment in the Member States facilitating the comparison of best practices and
supporting the internal market for construction products. The use of EPB-standards for calculating
energy performance, as well as for energy performance certification and the inspection of heating
systems and boilers, ventilation and air-conditioning systems will reduce costs compared to developing
different standards at national level.
The first mandate to CEN to develop a set of CEN EPBD standards (M/343, [EF2]), to support the first
edition of the EPBD [EF1] resulted in the successful publication of all EPBD related CEN standards in
2007-2008.
The mandate M/480 was issued to review the mandate 343 as the recast of the EPBD raised the need to
revisit the standards and reformulate and add standards so that they become on the one hand
unambiguous and compatible, and on the other hand a clear and explicit overview of the choices,
3

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SIST-TP CEN ISO/TR 52003-2:2017
CEN ISO/TR 52003-2:2017 (E)
boundary conditions and input data that need to be defined at national or regional level. Such national
or regional choices remain necessary, due to differences in climate, culture & building tradition, policy
and legal frameworks. Consequently, the set of CEN-EPBD standards published in 2007-2008 had to be
improved and expanded on the basis of the recast of the EPBD.
The EPB standards are flexible enough to allow for necessary national and regional differentiation and
facilitate Member States implementation and the setting of requirements by the Member States.
Further target groups are users of the voluntary common European Union certification scheme for the
energy performance of non-residential buildings (EPBD art.11.9) and any other regional (e.g. Pan
European) parties wanting to motivate their assumptions by classifying the building energy
performance for a dedicated building stock.
Together, EN ISO 52003-1 and EN ISO/TR 52003-2 supersede EN 15217:2007 [EF5], which was
developed during the first EPBD mandate (M/343).
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia,
Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France,
Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands,
Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
the United Kingdom.
References:
[EF1] EPBD, Directive 2002/91/EC of the European Parliament and of the Council of
16 December 2002 on the energy performance of buildings
[EF2] Mandate M/343 Mandate to CEN, CENELEC and ETSI for the elaboration and adoption of
standards for a methodology calculating the integrated energy performance of buildings and
estimating the environmental impact, in accordance with the terms set forth in Directive
2002/91/EC; 30 January 2004
[EF3] Mandate M/480, Mandate to CEN, CENELEC and ETSI for the elaboration and adoption of
standards for a methodology calculating the integrated energy performance of buildings and
promoting the energy efficiency of buildings, in accordance with the terms set in the recast of
the Directive on the energy performance of buildings (2010/31/EU) of 14th December 2010
th
[EF4] EPBD, Recast of the Directive on the energy performance of buildings (2010/31/EU) of 14
December 2010
[EF5] EN 15217:2007, Energy performance of buildings – Methods for expressing energy
performance and for energy certification of buildings
Endorsement notice
The text of ISO/TR 52003-2:2017 has been approved by CEN as CEN ISO/TR 52003-2:2017 without any
modification.
4

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SIST-TP CEN ISO/TR 52003-2:2017
TECHNICAL ISO/TR
REPORT 52003-2
First edition
2017-06
Energy performance of buildings —
Indicators, requirements, ratings and
certificates —
Part 2:
Explanation and justification of ISO
52003-1
Performance énergétique des bâtiments — Indicateurs, exigences,
classification et certificats —
Partie 2: Explication et justification de l’ISO 52003-1
Reference number
ISO/TR 52003-2:2017(E)
©
ISO 2017

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SIST-TP CEN ISO/TR 52003-2:2017
ISO/TR 52003-2:2017(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO 2017, Published in Switzerland
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form
or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior
written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of
the requester.
ISO copyright office
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. [phone]
Fax [phone]
[e-mail]
www.iso.org
ii © ISO 2017 – All rights reserved

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SIST-TP CEN ISO/TR 52003-2:2017
ISO/TR 52003-2:2017(E)

Contents Page
Foreword .v
Introduction .vi
1  Scope . 1
2  Normative references . 1
3  Terms and definitions . 1
4  Symbols and abbreviations . 1
4.1 Symbols . 1
4.2 Subscripts . 2
5  Description of the document . 2
5.1 General . 2
5.2 Selection criteria between possible options. 4
5.3 Input and output data . 4
6  Relation between EPB features, indicators, requirements, ratings and certificates .4
7  Energy performance features and their indicators . 9
7.1 General . 9
7.2 Normalization to building size . 9
7.3 Energy performances and their indicators . 9
7.3.1 Overall energy performances. 9
7.3.2 Partial energy performances . 9
7.4 Ratios of identical/similar quantities as indicators for energy performances . 9
8  Tailoring for requirements and for ratings .10
8.1 Two approaches .10
8.2 Project characteristics for tailoring .12
9 Energy performance requirements .13
9.1 General .13
9.2 Choice of the mix of requirements .14
9.2.1 General.14
9.2.2 New buildings .14
9.2.3 Existing buildings (renovations and extensions) .15
9.3 Constant or variable value requirements .15
9.3.1 Tailoring requirements to individual project characteristics .15
9.3.2 Tightening the requirements over time .17
9.4 Actual strictness . .17
9.5 Reporting template for the overall energy performance .18
10  EPB rating .18
10.1 General .18
10.2 EPB rating procedures .18
10.2.1 Reference point - National legal requirements for new buildings .19
10.2.2 Expressions of reference point of the scale .19
10.2.3 Proposal for the shape of the scale .20
10.2.4 Conclusions on Method 2 .21
10.3 Reference values .21
11  Energy performance certificate .21
11.1 General .21
11.2 Content of the procedure for a building energy certificate .21
11.3 Content of the energy performance certificate .21
11.3.1 General.21
11.3.2 Default graphical representation model .22
11.4 Recommendations .22
© ISO 2017 – All rights reserved iii

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12 Quality control .22
13  Compliance check .23
Annex A (informative) Input and method selection data sheet — Template.24
Annex B (informative) Input and method selection data sheet — Default choices .25
Annex C (informative) Illustration of the variable value of the overall primary energy use
per floor area for a given set of technical measures .27
Annex D (informative) Procedure for building energy performance classification .30
Annex E (informative) Energy label model .31
Bibliography .34
iv © ISO 2017 – All rights reserved

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ISO/TR 52003-2:2017(E)

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO’s adherence to World
Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following URL:
w w w . i s o .org/ iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 163, Thermal performance and energy use
in the built environment, in collaboration with ISO/TC 205, Building environment design, and with the
European Committee for Standardization (CEN) Technical Committee CEN/TC 89, Thermal performance
of buildings and building components, in accordance with the Agreement on technical cooperation
between ISO and CEN (Vienna Agreement).
A list of all parts in the ISO 52003 series can be found on the ISO website.
© ISO 2017 – All rights reserved v

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SIST-TP CEN ISO/TR 52003-2:2017
ISO/TR 52003-2:2017(E)

Introduction
Relation between this document and the accompanying International Standard
For proper understanding of the present document, it is necessary to read it in close conjunction,
clause by clause, with ISO 52003-1. First, the corresponding clause in Part 1 needs to be read; then
the complementary information in the same clause in this report can be read. Essential information
provided in Part 1 is not repeated in this part. References to a clause refer to the combined content of
[14] [15]
that clause in both parts 1 and 2. Brief articles on the subject can be found in and .
The set of EPB standards, technical reports and supporting tools
In order to facilitate the necessary overall consistency and coherence, in terminology, approach,
input/output relations and formats, for the whole set of EPB-standards, the following documents and
tools are available:
a) a document with basic principles to be followed in drafting EPB-standards: CEN/TS 16628:2014,
[6]
Energy Performance of Buildings - Basic Principles for the set of EPB standards ;
b) a document with detailed technical rules to be followed in drafting EPB-standards:
CEN/TS 16629:2014, Energy Performance of Buildings - Detailed Technical Rules for the set of EPB-
[7]
standards ;
The detailed technical rules are the basis for the following tools:
1) a common template for each EPB standard, including specific drafting instructions for the relevant
clauses;
2) a common template for each technical report that accompanies an EPB standard or a cluster of EPB
standards, including specific drafting instructions for the relevant clauses;
3) a common template for the spreadsheet that accompanies each EPB (calculation) standard, to
demonstrate the correctness of the EPB calculation procedures.
Each EPB standard follows the basic principles and the detailed technical rules and relates to the
[10]
overarching EPB standard, ISO 52000-1 .
One of the main purposes of the revision of the EPB standards has been to enable that laws and
regulations directly refer to the EPB standards and make compliance with them compulsory. This
requires that the set of EPB standards consists of a systematic, clear, comprehensive and unambiguous
set of energy performance procedures. The number of options provided is kept as low as possible,
taking into account national and regional differences in climate, culture and building tradition, policy
and legal frameworks (subsidiarity principle). For each option, an informative default option is provided
(Annex B).
Rationale behind the EPB Technical Reports
There is a risk that the purpose and limitations of the EPB standards will be misunderstood, unless
the background and context to their contents – and the thinking behind them – is explained in some
detail to readers of the standards. Consequently, various types of informative contents are recorded
and made available for users to properly understand, apply and nationally or regionally implement the
EPB standards.
If this explanation would have been attempted in the standards themselves, the result is likely to be
confusing and cumbersome, especially if the standards are implemented or referenced in national or
regional building codes.
vi © ISO 2017 – All rights reserved

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ISO/TR 52003-2:2017(E)

Therefore each EPB standard is accompanied by an informative technical report, like this one, where
all informative content is collected, to ensure a clear separation between normative and informative
[7]
contents (see CEN/TS 16629 ):
— to avoid flooding and confusing the actual normative part with informative content;
— to reduce the page count of the actual standard; and
— to facilitate understanding of the set of EPB standards.
[12]
This was also one of the main recommendations from the European CENSE project that laid the
foundation for the preparation of the set of EPB standards.
This document
This document accompanies ISO 52003-1, which forms part of the set of EPB standards.
The role and the positioning of the accompanying standard in the set of EPB standards is defined in the
Introduction to ISO 52003-1.
Accompanying spreadsheet(s)
Because in the accompanying document ISO 52003-1 no calculation procedures are defined, an
accompanying calculation spreadsheet is not relevant.
History of this document and the accompanying International Standard
[2]
The first standard on this topic was EN 15217:2007 . It was developed as part of Mandate 343 of the
[3] [4]
EC to CEN to support the EPBD (2003) . An upgrade of it was published as ISO 16343:2013 . The
document has been thoroughly reworked and split in a normative International Standard (Part 1) and
[5]
the present informative document (Part 2) as part of Mandate 480 of the EC to CEN .
© ISO 2017 – All rights reserved vii

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SIST-TP CEN ISO/TR 52003-2:2017

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SIST-TP CEN ISO/TR 52003-2:2017
TECHNICAL REPORT  ISO/TR 52003-2:2017(E)
Energy performance of buildings — Indicators,
requirements, ratings and certificates —
Part 2:
Explanation and justification of ISO 52003-1
1  Scope
This document refers to ISO 52003-1. It contains information to support the correct understanding and
use of ISO 52003-1 and does not contain any normative provisions.
NOTE The relation with other EPB standards, product standards and product policy is shown schematically
in Figure 4 of Clause 6.
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.
More information on the use of EPB module numbers for normative references between EPB standards
[11]
is given in ISO/TR 52000-2 .
ISO 52003-1:2017, Energy performance of buildings – Indicators,
...

SLOVENSKI STANDARD
kSIST-TP FprCEN ISO/TR 52003-2:2017
01-januar-2017
(QHUJHWVNDXþLQNRYLWRVWVWDYE,QGLNDWRUML]DKWHYHLQFHUWLILFLUDQMHGHO
2EUD]ORåLWYHLQXWHPHOMLWYH]D,62,62'75
Energy performance of buildings - Indicators, requirements and certification - Part 2:
Explanations and justifications for ISO 52003-1 (ISO/DTR 52003-2:2016)
Performance énergétique des bâtiments - Indicateurs, exigences et certification - Partie
2: Explications et justifications pour ISO 52003-1 (ISO/DTR 52003-2:2016)
Ta slovenski standard je istoveten z: FprCEN ISO/TR 52003-2
ICS:
27.015 (QHUJLMVNDXþLQNRYLWRVW Energy efficiency. Energy
2KUDQMDQMHHQHUJLMHQD conservation in general
VSORãQR
91.120.10 Toplotna izolacija stavb Thermal insulation of
buildings
kSIST-TP FprCEN ISO/TR 52003-2:2017 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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kSIST-TP FprCEN ISO/TR 52003-2:2017

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kSIST-TP FprCEN ISO/TR 52003-2:2017
TECHNICAL ISO/TR
REPORT 52003-2
First edition
Energy performance of buildings —
Indicators, requirements and
certification —
Part 2:
Explanations and justifications for
ISO 52003-1
Performance énergétique des bâtiments — Indicateurs, exigences et
certification —
Partie 2: Explications et justifications pour ISO 52003-1
Member bodies are requested to consult relevant national interests in ISO/TC
205 before casting their ballot to the e-Balloting application.
PROOF/ÉPREUVE
Reference number
ISO/TR 52003-2:2016(E)
©
ISO 2016

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kSIST-TP FprCEN ISO/TR 52003-2:2017
ISO/TR 52003-2:2016(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO 2016, Published in Switzerland
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form
or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior
written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of
the requester.
ISO copyright office
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. [phone]
Fax [phone]
[e-mail]
www.iso.org
ii © ISO 2016 – All rights reserved

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kSIST-TP FprCEN ISO/TR 52003-2:2017
ISO/TR 52003-2:2016(E)

Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3  Terms and definitions . 1
4 Symbols and abbreviations . 1
4.1 Symbols . 1
4.2 Subscripts . 2
5 Description of the document . 2
5.1 General . 2
5.2 Selection criteria between possible options. 4
5.3 Input and output data . 4
6  Relation between EPB features, indicators, requirements, ratings and certificates .4
7 Energy performance features and their indicators . 9
7.1 General . 9
7.2 Normalization to building size . 9
7.3 Energy performances and their indicators . 9
7.3.1 Overall energy performances. 9
7.3.2 Partial energy performances . 9
7.4 Ratios of identical/similar quantities as indicators for energy performances . 9
8 Tailoring for requirements and for ratings .10
8.1 Two approaches .10
8.1.1 Development of the method.10
8.1.2 Notional reference building approach .11
8.1.3 Formula approach .11
8.2 Application of the method .12
8.2.1 Notional reference building approach .12
8.2.2 Formula approach .12
8.2.3 Discussion .12
8.3 Project characteristics for tailoring .12
9 Energy performance requirements .13
9.1 General .13
9.2 Choice of the mix of requirements .14
9.2.1 General.14
9.2.2 New buildings .14
9.2.3 Existing buildings (renovations and extensions) .15
9.3 Constant or variable value requirements .15
9.3.1 Tailoring requirements to individual project characteristics .15
9.3.2 Tightening the requirements over time .17
9.4 Actual strictness . .17
9.5 Reporting template for the overall energy performance .18
10 EPB rating .18
10.1 General .18
10.2 EPB rating procedures .18
10.2.1 Reference point - National legal requirements for new buildings .19
10.2.2 Expressions of reference point of the scale .19
10.2.3 Proposal for the shape of the scale .19
10.2.4 Conclusions on Method 2 .20
10.3 Reference values .21
11  Energy performance certificate .21
© ISO 2016 – All rights reserved PROOF/ÉPREUVE iii

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kSIST-TP FprCEN ISO/TR 52003-2:2017
ISO/TR 52003-2:2016(E)

11.1 General .21
11.2 Content of the procedure for a building energy certificate .21
11.3 Content of the energy performance certificate .21
11.3.1 General.21
11.3.2 Default graphical representation model .22
11.4 Recommendations .22
12 Quality control .22
13 Compliance check .22
Annex A (informative) Input and method selection data sheet — Template.23
Annex B (informative) Input and method selection data sheet — Default choices .24
Annex C (informative) Illustration of the variable value of the overall primary energy use
per floor area for a given set of technical measures .25
Annex D (informative) Procedure for building energy performance classification .28
Annex E (informative) Energy label model .29
Bibliography .32
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Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation on the meaning of ISO specific terms and expressions related to conformity
assessment, as well as information about ISO’s adherence to the WTO principles in the Technical
Barriers to Trade (TBT) see the following URL: Foreword - Supplementary information
The committees responsible for this document are ISO/TC 163 Thermal performance and energy use in
the built environment, ISO/TC 205 Building environment design and CEN/TC 89 Thermal performance of
buildings and building components.
Together, ISO 52003-1 and ISO/TR 52003-2 cancel and replace ISO 16343:2013 which has been
technically revised.
ISO 52003 consists of the following parts, under the general title Energy performance of buildings —
Indicators, requirements, ratings and certificates:
— Part 1: General aspects and application to the overall energy performance; and
— Part 2: Explanation and justification of ISO 52003-1.
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Introduction
0.1 Relation between this document and the accompanying International Standard
For proper understanding of the present document, it is necessary to read it in close conjunction,
[1]
clause by clause, with ISO 52003-1. First, the corresponding clause in Part 1 needs to be read; then
the complementary information in the same clause in this report can be read. Essential information
provided in Part 1 is not repeated in this part. References to a clause refer to the combined content of
[15]
that clause in both parts 1 and 2. A brief article on the subject can be found in .
0.2 The set of EPB standards, technical reports and supporting tools
In order to facilitate the necessary overall consistency and coherence, in terminology, approach,
input/output relations and formats, for the whole set of EPB-standards, the following documents and
tools are available:
— a document with basic principles to be followed in drafting EPB-standards:
— CEN/TS 16628:2014, Energy Performance of Buildings - Basic Principles for the set of EPB
[7]
standards ;
— a document with detailed technical rules to be followed in drafting EPB-standards:
— CEN/TS 16629:2014, Energy Performance of Buildings - Detailed Technical Rules for the set of
[8]
EPB-standards ;
— the detailed technical rules are the basis for the following tools:
— a common template for each EPB standard, including specific drafting instructions for the
relevant clauses;
— a common template for each technical report that accompanies an EPB standard or a cluster of
EPB standards, including specific drafting instructions for the relevant clauses;
— a common template for the spreadsheet that accompanies each EPB (calculation) standard, to
demonstrate the correctness of the EPB calculation procedures.
Each EPB standard follows the basic principles and the detailed technical rules and relates to the
[11]
overarching EPB standard, ISO 52000-1 .
One of the main purposes of the revision of the EPB standards has been to enable that laws and
regulations directly refer to the EPB standards and make compliance with them compulsory. This
requires that the set of EPB standards consists of a systematic, clear, comprehensive and unambiguous
set of energy performance procedures. The number of options provided is kept as low as possible,
taking into account national and regional differences in climate, culture and building tradition, policy
and legal frameworks (subsidiarity principle). For each option, an informative default option is provided
(Annex B).
0.3 Rationale behind the EPB Technical Reports
There is a risk that the purpose and limitations of the EPB standards will be misunderstood, unless
the background and context to their contents – and the thinking behind them – is explained in some
detail to readers of the standards. Consequently, various types of informative contents are recorded
and made available for users to properly understand, apply and nationally or regionally implement the
EPB standards.
If this explanation would have been attempted in the standards themselves, the result is likely to be
confusing and cumbersome, especially if the standards are implemented or referenced in national or
regional building codes.
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Therefore each EPB standard is accompanied by an informative Technical Report, like this one, where
all informative content is collected, to ensure a clear separation between normative and informative
[8]
contents (see CEN/TS 16629 ):
— to avoid flooding and confusing the actual normative part with informative content;
— to reduce the page count of the actual standard; and
— to facilitate understanding of the set of EPB standards.
[13]
This was also one of the main recommendations from the European CENSE project that laid the
foundation for the preparation of the set of EPB standards.
0.4 This document
[[1]]
This document accompanies ISO 52003-1 , which forms part of the set of EPB standards.
The role and the positioning of the accompanying standard in the set of EPB standards is defined in the
Introduction.
0.5 Accompanying spreadsheet(s)
Because in the accompanying document ISO 52003-1 no calculation procedures are defined, an
accompanying calculation spreadsheet is not relevant.
0.6 History of this document and the accompanying International Standard
[3]
The first standard on this topic was EN 15217:2007. It was developed as part of Mandate 343 of the
[4] [5]
EC to CEN to support the EPBD (2003) An upgrade of it was published as ISO 16343:2013. The
document has been thoroughly reworked and split in a normative International Standard (Part 1) and
[6]
the present informative document (Part 2) as part of Mandate 480 of the EC to CEN .
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TECHNICAL REPORT ISO/TR 52003-2:2016(E)
Energy performance of buildings — Indicators,
requirements and certification —
Part 2:
Explanations and justifications for ISO 52003-1
1 Scope
This document refers to ISO 52003-1. It contains information to support the correct understanding and
use of ISO 52003-1 and does not contain any normative provisions.
NOTE The relation with other EPB standards, product standards and product policy is shown schematically
in Figure 4 of Clause 6.
2 Normative references
There are no normative references in this document.
More information on the use of EPB module numbers for normative references between EPB standards
[12]
is given in ISO/TR 52000-2 .
3  Terms and definitions
For the purposes of this document, the terms and definitions given in the accompanying EPB document,
ISO 52003-1, apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at http://www.iso.org/obp
[12]
More information on some key EPB terms and definitions is given in ISO/TR 52000-2 .
4 Symbols and abbreviations
4.1 Symbols
For the purposes of this document, the symbols provided in the accompanying EPB document,
ISO 52003-1, apply.
[12]
More information on key EPB symbols is given in ISO/TR 52000-2 .
Additional symbols are given in Table 1.
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Table 1 — Symbols and units
Symbol Name of quantity Unit
A area m²
c constant a)
f factor -
f shape factor -
V volume m³
a) varies with the context
4.2 Subscripts
For the purposes of this document, the subscripts as mentioned and given in the accompanying EPB
document, ISO 52003-1, apply.
More information on key EPB subscripts is given in ISO/TR 52000-2.
Additional subscripts are given in Table 2.
Table 2 — Subscripts
Subscript Term
c conditioned
env envelope
use useful
5 Description of the document
5.1 General
Figure 1 shows in a first, simplified step and in a schematic manner, the main uses that can be made of
the EPB indicators.
EPB indicators are numeric quantities that are the intermediate or final output of the EPB assessment
standards (see also Figure 4 in Clause 6). They can be the result of either calculations (e.g. a thermal
transmittance value) or of measurements (e.g. the air tightness value of the thermal envelope) or a
combination of both (e.g. an overall energy performance value that is partly based on a measured air
tightness). Ideally, all mathematical operations of a technical variable are defined in the EPB assessment
standards and the value as such (and its definition) are directly ready for further use, without the need
for further mathematical manipulation.
The EPB indicators can be used in several different ways by public and private actors. A first major
use of EPB indicators is to impose regulatory EPB requirements on construction works of all kinds. A
second major use is to rate the energetic quality of the considered EPB feature through comparison
with benchmarks. The EPB requirements can serve as one of the references for the rating. There can
still be other uses, such as the use of a variable as target function for design optimization, e.g. the least
life cycle cost.
Selected EPB indicators, ratings, requirements and their (non)compliance (if applicable), and other
information (such as recommendations for improvement of the energy performance) can be included in
the EPB certificate, and its detailed report.
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Figure 1 — Simplified schematic overview of the relations between various EPB aspects
Figure 2 illustrates in dotted lines potential additional interactions. In order to achieve equitable
requirements or ratings, it can be necessary for many indicators to use in a first instance variable
values as requirement or reference. Such variable values are tailored to the characteristics of each
individual project. For ease of communication, the primary indicator can be converted in a second
instance into a derived indicator by taking its ratio to the variable requirement or reference value. The
derived, secondary indicator then again allows the requirement or rating reference to be a constant
value, which can greatly facilitate communication. Generally speaking, it seems desirable that all
mathematical operations are defined in the actual EPB assessment standards. But for derived indicators
that are intrinsically related to the (requirement and rating) policy choices, the last few mathematical
calculations inevitably can only be defined in a regulatory context.
Figure 2 — Full schematic overview of the relations between various EPB aspects
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5.2 Selection criteria between possible options
No additional information beyond the accompanying document.
5.3 Input and output data
No additional information beyond the accompanied document.
6 Relation between EPB features, indicators, requirements, ratings and
certificates
The conceptual table of Figure 3 is an alternative to the presentation in Figure 2. It allows to visualize
and report the practical choices that a given (public or private) actor makes with respect to its uses of
the EPB indicators.
On top of each of the columns of the table, the number of the clause in ISO 52003-1 & 2 is mentioned that
deals with the particular aspect.
In the first column, the different EPB features can be listed. (For reasons of sizing, here these are
done in an exemplary, non-exhaustive manner.) They can be grouped in 3 categories: overall energy
performances, partial energy performances and the energy performances of products (“traded
commodities”).
NOTE The product group can of course include devices that are not used in buildings (e.g. vehicles) or that
are not always considered in the building energy performance assessment (for instance, the energy use of plug-
in appliances such as refrigerators, televisions, computers etc., is usually not included in the calculations of the
energy use of the building, but is usually part of the measured overall building energy performance).
In the second column, the possible indicators for each of the EPB features can be listed.
Clause 7 Clause 7 Clause 9 Clause 10 -
EPB feature indicator requirements rating other uses
new existing
overall energy
performances
primary energy X
use
non-renewable X
pri-mary energy
use
...
partial energy
performances
... ...
lighting LENI
...
fans
specific fan power
...
systems
efficiency X
expenditure factor
... ...
heating need
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Clause 7 Clause 7 Clause 9 Clause 10 -
EPB feature indicator requirements rating other uses
...
cooling need
...
envelope air-
tightness
specific air leakage
...
overall thermal mean thermal
insulation transmittance
component ther-
mal insulation
thermal X
transmittance
temperature factor
...
product energy
performances
...
boilers
pumps
fans
...
refrigerators X
televisions
...
vehicles
...
Figure 3 — Tabular overview of the relation between various EPB aspects
The third column concerns requirements. It is subdivided in 2 subcolumns, dealing with new
construction on the one hand and works in ex
...