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Smart EPC standardised Contract and Tender documentation

Explore Smart EPC project's documentation for energy performance contracting (EPC) in public lighting projects. It aims to aid in energy audit requirements, feasibility calculations, tender preparations and promoting best practices.

Details

Publication date
7 February 2024
Author
European Climate, Infrastructure and Environment Executive Agency

Description

The standardised Smart EPC concept documentation is relevant for inventory data collection and analysis of the public lighting system. The purpose of the concept documentation is:

  1. to formulate the requirements for the energy audit (minimum set of baseline data that is needed for decision making and feasibility calculations of public lighting reconstruction);
  2. to develop an analytic tool for feasibility calculation of public lighting reconstruction based on the inputs from the detail energy audit;
  3. to draft document which can serve as a tool for presenting the current state of infrastructure and reconstruction potential, as well as the optimal coverage and financing modelling for pilots/cities.

The Smart EPC contract documentation is built upon the foundation of the standard EPC contract documentation, with a focus on energy performance and guaranteed energy savings as the core subjects. The additional energy and non-energy services are categorised as either commercial or non-commercial services. The former can be financed by charging for the services to third parties or the general public on a commercial basis. In contrast, the latter may not be feasible through commercial financing and are usually included within the contract. These distinctions result in different types of investments for the client, with non-commercial investments considered as “on balance sheet” and commercial ones often treated as “off balance sheet.” 

In addition to the standardised draft of Smart EPC contract documentation, the project has also developed standardised Smart EPC tender documentation. This draft serves as a guideline document for clients when preparing official tender documentation, offering insights on how to specify certain requirements and considerations to be mindful of while doing so. The standardised tender documentation needs adaptation to comply with specific national legal frameworks and project requirements.

For a complete understanding and support in implementation, access the Smart EPC Handbook and the rest of the toolbox here!

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The aim of the Smart EPC project is to enable the transition towards smart sustainable cities and municipalities of the future by utilising energy efficiency as a key for unlocking potentials of new, emerging technologies and services.

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Smart EPC concept documentation

Files

  • 7 FEBRUARY 2024
Standardised SMART EPC contract and tender documentation ( English )
  • 7 FEBRUARY 2024
Smart EPC_1a Standardised Methodology ( English )
  • 7 FEBRUARY 2024
Smart EPC_1c_Public_lighting_reconstruction_action_plan_arranged ( English )
  • 7 FEBRUARY 2024
Smart EPC_1b Analytic tool ( English )