This report describes the purpose, the conduction and first results of a comprehensive survey as well as several interviews and studies on the renovation processes of several municipalities that was performed amongst EERAdata implementing partners. The EERAdata project intents to bring several data sources, local policies, and existing schemes together in one data-driven tool that will help to steer building renovation decisions into a sustainable and energy efficient future. To set the foundation for that, the project partners needed to evaluate and investigate the existing situation in the partner municipalities and regions. Therefore, a comprehensive survey with more than 129 questions was established and answered by the partners. Accompanying interviews and bilateral interview and assessment sessions were established to improve the survey and additionally gather information on the renovation processes, the influence of the political situation and the data situation of each municipality The survey and the accompanying interviews had five main purposes: ▪ To identify the building, environmental and socio-economic data situation in each of the EERAdata frontrunner municipalities and regions. Is it possible to find the necessary data basis to perform the desired multidimensional assessments in the case study areas? It furthermore fostered the collaboration and investigation within municipalities and regions, beyond single departments and entities. ▪ To identify existing building codes, political strategies, renovation frameworks, regularities, used tools and software, existing long-term strategies, etc. The results will help to develop an EERAdata Decision Support Ttool (in short DST) that is really used and fits the requirements of every municipality or region where it is implemented. The DSTwill be integrated or added to existing infrastructure and should provide insights, calculations, and assessment beyond the existing schemes. It therefore must incorporate these schemes in the development and design process. ▪ To create case studies and user stories that will help to develop the DST along the situation in the target municipalities and regions. These user stories will contain information about the involved bodies, departments and most important: decision makers. It will tell the political goals, the overall strategy and position of the municipality regarding energy efficiency and climate change. It will furthermore help to create guidelines and handbooks to integrate the tool in existing decision-making processes and energy efficiency plans. ▪ To identify the future users of the tool and their specific needs. The EERAdata DST will deal with various types of data and planning schemes Therefore, data protection and access rights will play a significant role in the development process. The partners were asked to define personas and user roles which later on will create the different layers and interfaces as well as reporting functions of the DST. ▪ To create a questionnaire and user journey, which serves, in a later stage to pre-assess the situation in municipalities and regions who want to use the EERAdata Decision Support Tool (DST). The current survey will therefore be improved and optimised with the participating municipalities and regional partners, to make it handier, automated with predefined answers and with a direct line to adjust the DST functions. First results indicate: ▪ The data basis for the socio-economic, the environmental and energy-related building and building renovation impact assessment is better than expected. However, which was one of the reasons to establish this project, the data is scattered and either access rights, data owners or the format and type of data are varying significantly. Some data must be processed or gathered manually. The next steps in the project will include a sensitivity analysis on these data segments and if and how they are necessary and must be implemented. Trilateral Research will then take an approach to ease the sorting, processing, and collection of data from these different sources. The chapters 3 and 4 will highlight some of these results with specific examples. ▪ Decision making processes, political schemes and renovation strategies differ a lot between countries and even between municipalities in one region. This is due to the budget situation but also the size and the amount of managed properties. However, some core similarities could be found. The assessment process is similar and also the data base regarding the building stock cover the same indicators all over Europe. European norms as the European Performance of Building Directive or the Energy Efficiency Directive left their traces even in small municipalities ▪ Socio-economic data is partly available but not connected to building renovation effects. Demographic assessment and census data are available in singular units or on regional scale. Here the EERAdata project will create a first attempt on linking socio-demographic data with building renovation impact assessment. ▪ Measures and KPIs: Since most municipalities get renovation funds and budget by national or international funds (mostly EU) they have to fulfil specific key performance indicators. These indicators mostly tackle climate change issues and therefore are very similar between all investigated countries. Furthermore, the measures to achieve the goals could also be defined and a list of the most overlapping and conducted measures was created for the further tool development ▪ Case studies: Even when there are a lot of similarities between the partner-municipalities and regions, the political processes, involved bodies, conducting specialists, budget managers, databases, workflows are differing significantly in their very details. The EERAdata project therefore developed case studies for each partner to draw the line of action and the different user needs as well as influences for each step. These case studies will be elaborated with gaining knowledge as the project proceeds. ▪ Personas: Another way to streamline the DST to the users’ needs was to create virtual personas. These personas represent the future users, their security levels, access to data, special needs of representation of results, level of detail of the different modules of the tool and so on. These personas are already created (Annex 1) and will be integrated into the countries factsheets, the description of the tool and the methodology (Deliverable 2.1, 3.4 and Deliverable 5.1) Planned improvements and next steps: The current results, quality, and number of questions already give a profound insight of the needs and situation of the implementing municipalities and regions. The questionnaire however is going to be streamlined, slimmer and designed as a digital user journey via an online browser. Therefore, the questions will be reduced, predefined answers will be implemented in the most cases. Graphical indicators and an improved story telling will help the user to get through the comprehensive questions with ease. The answers and numbers from the current survey will be updated and persisting gaps will be filled within the next months. The answers will then lead to an extensive data collection which will generate the data stock for the EERAdata DST. The results also help to design and adjust the methodologies in the socio-economic, life cycle, environmental and energy performance modules of the tool. The case studies will be elaborated and filled with modules and prototypes of the EERAdata tool in the next months. Additional workshops, webinars and interviews will take more case studies into account as well as personas and future users of the tool (e.g. the AVRA (the Andalusia Social Housing Agency), which has great interest in the DST).     «

This report describes the purpose, the conduction and first results of a comprehensive survey as well as several interviews and studies on the renovation processes of several municipalities that was performed amongst EERAdata implementing partners. The EERAdata project intents to bring several data sources, local policies, and existing schemes together in one data-driven tool that will help to steer building renovation decisions into a sustainable and energy efficient future. To set the fou...     »