EN 16883: Conserva1on of cultural heritage — Guidelines for improving the energy performance of historic buildings

TommiLindh,MemberoftheCEN-TC346-WG8Oslo2011–Benediktbeuern2012–Copenhagen2013–Bolzano2013

Dublin2014–Edinburgh2014–Copenhagen2016

1 Scope

•  ThisEuropeanStandardprovidesguidelinesforsustainablyimprovingtheenergyperformanceofhistoricbuildings,e.g.historically,architecturallyorculturallyvaluablebuildings,whilerespecPngtheirheritagesignificance.TheuseofthisstandardisnotlimitedtobuildingswithstatutoryheritageprotecPon,butappliestohistoricbuildingsofalltypesandages.•  ThisEuropeanStandardpresentsanormaPveworkingprocedureforselecPngmeasurestoimproveenergyperformance,basedonaninvesPgaPon,analysisanddocumentaPonofthebuildingincludingitsheritagesignificance.TheprocedureassessestheimpactofthosemeasuresinrelaPontopreservingthecharacter-definingelementsofthebuilding.

2 Norma1ve references

•  Thefollowingdocuments,inwholeorinpart,arenormaPvelyreferencedinthisdocumentandareindispensableforitsapplicaPon.Fordatedreferences,onlytheediPoncitedapplies.Forundatedreferences,thelatestediPonofthereferenceddocument(includinganyamendments)applies.•  EN15603,Energyperformanceofbuildings-OverallenergyuseanddefiniPonofenergyraPngs•  EN16096,ConservaPonofculturalproperty-CondiPonsurveyandreportofbuiltculturalheritage•  EN16247-2:2014,Energyaudits-Part2:Buildings•  ENISO13790,Energyperformanceofbuildings-CalculaPonofenergyuseforspaceheaPngandcooling(ISO13790)

3 Terms and defini1ons

3.1Termsrelatedtobuildings3.2Termsrelatedtoheritage3.3TermsrelatedtodocumentaPon3.4Termsrelatedtoenergy

4 General considera1ons

4.1IntroducPon4.2PrinciplesofbuildingconservaPon4.3QualificaPonrequirements4.4Sustainablemanagementofhistoricbuildings4.5ExisPngbuildingenvelopeandtechnicalsystems4.6Userbehavior

5 Overview of the procedure

•  ThisstandardprovidesasystemaPcproceduretofacilitatethebestdecisionineachindividualcase.Theproceduredoesnotdefineorprescribemeasuresingeneral.TheprocedureshallbeusedtoidenPfytheneedforenergyimprovementsandappropriateimprovementmeasuresthatmatchtherequirementsforthebuildinginquesPon.ThisisaniteraPveprocess,asshownbytheflowchartinFigure1anddescribedinthefollowingclauses.

6 Ini1a1ng the planning process

•  TheprocessshouldbeseeninthewidercontextofrenovaPonsthatarealsodrivenbyotherforces.Forexample,ifabuildingisrenovatedduetoitsstateofdisrepair,orchangeofuse,energyimprovementsshouldbemadeatthesamePme.•  TheprocessshouldstartwithaclearindicaPonofthegeneralintenPonsoftheclientorownerofthebuildingtotheprojectleader.Theprojectleadershallassemblethesuitableprojectteam(see4.2).Ajointsitevisitshallbecarriedout.• ClearlinesofcooperaPonshallbeestablishedatanearlystagetoidenPfywhoisresponsibleforeachpartoftheassessmentprocessandhowinformaPonshouldbecollected,analysedandpresented.

6 Ini1a1ng the planning process

•  Thedecision-makingprogressshallbedocumented.EarlydialoguewithbuildingcontrolandplanningauthoriPes,andforheritage-designatedbuildingswithheritageauthoriPes(see4.3),maybeneeded.•  EconomicresourcesshallbeidenPfiedatanearlystageintheproject.•  Thisstandardfocusesonbuildingsratherthandistricts.However,thedistrictperspecPveshouldbekeptinmind.TheremaybegoodcommonsoluPons,suchasdistrictheaPngorcollecPveuseofrenewableenergy.Theimpactofenergymeasuresontheheritagesignificanceshouldalsobeconsideredonadistrictscale.Targetsmaybesetforthewholedistrict,creaPngabasefortargetsforeachbuildingaccordingtovulnerabilityandworkingwithmutualcompensaPon.

7 Building survey and assessment

7.1IntroducPon7.2BuildinginformaPon7.3DescribingheritagesignificanceandconservaPonopportuniPesandconstraints7.4Assessmentoftheuseofthebuilding7.5DocumenPngthebuilding’sstructuraltypeanditscomponents,itscondiPonandassociatedenvironmentalinfluences7.6Energyperformanceassessment7.7Indoorenvironmentalassessment

8 Specifying the objec1ves

•  Atthisstageoftheprocess,theobjecPvesfortheimprovementofenergyperformanceshallbespecified.TheseobjecPvesandtargetsmayhavetoberevisedlaterintheprocessbuttargetsthatarebasedonlegislaPonorlocalregulaPonscannotberevised.Anyenergyperformanceimprovementmeasuresshallbeintegratedinalong-termmanagementstrategyforthewholebuilding.TheprocesstowardsimprovedenergyperformancecanbeiniPatedbyfactorsthatarenotdirectlyrelatedtoenergyperformance,forexampleageneralneedformaintenanceandrepairorapoorindoorenvironment.Energymeasuresshouldbecoordinatedwithanon-goingmaintenanceandrepairschedule.Projectsdrivenonlybyfinancialsubsidiesortechnicalproductsperseshallbeexaminedcarefullyfortheirconsequences.

8 Specifying the objec1ves

•  ThegeneralintenPonistoachievethebestpossibleenergyperformancewhileretainingtheheritagesignificanceofthebuilding.However,itisessenPalfortheprocessthatthelong-termobjecPvesforthemanagementandconservaPonofthebuildingshallbeclearlydefined.TheseobjecPvesandtargetsmayhavetoberevisedlaterintheprocess.Thepriority,orweight,ofeachtargetshouldbeconsideredanddefinedasfaraspossible.Theareaswheretargetsshouldbespecifiedare•  technicalcompaPbility;•  heritagesignificanceofthebuildinganditsseengs;•  economicviability;•  energy;•  indoorenvironmentalquality;•  impactontheoutdoorenvironment;•  aspectsofuse.

9 Deciding if an energy refurbishment is needed •  Foreverycase,theneedforanintervenPonshallbedefinedonthebasisofthedifferencebetweentheobjecPvesandthepresentcondiPonofthebuilding.Inthisstageoftheprocess,adecisionshouldbemadewhetherthebuildingneedsimprovementofenergyperformanceornot.

10 Assessment and selec1on of measures for improving energy performance 10.1IntroducPon10.2Assessmentcriteriaandscale10.3Compilealonglistofmeasures10.4Excludeinappropriatemeasures10.5Assessremainingmeasures10.6Selectpackagesofmeasures10.7AssessinrelaPontotargets

11 Implementa1on, documenta1on and evalua1on of improvement measures 11.1IntroducPon11.2ImplementaPon11.3DocumentaPon11.4Post-occupancyevaluaPon

Bibliography 1

[1]EN13829:2000,Thermalperformanceofbuildings-DeterminaPonofairpermeabilityofbuildings-FanpressurizaPonmethod(ISO9972:1996,modified)[2]EN15026,Hygrothermalperformanceofbuildingcomponentsandbuildingelements-AssessmentofmoisturetransferbynumericalsimulaPon[3]EN15251,Indoorenvironmentalinputparametersfordesignandassessmentofenergyperformanceofbuildingsaddressingindoorairquality,thermalenvironment,lighPngandacousPcs[4]EN15643-1:2010,SustainabilityofconstrucPonworks-Sustainabilityassessmentofbuildings-Part1:Generalframework[5]EN15757,ConservaPonofCulturalProperty-SpecificaPonsfortemperatureandrelaPvehumiditytolimitclimate-inducedmechanicaldamageinorganichygroscopicmaterials

Bibliography 2

[6]EN15898,ConservaPonofculturalproperty-MaingeneraltermsanddefiniPons[7]EN15759-1,ConservaPonofculturalproperty-Indoorclimate-Part1:GuidelinesforheaPngchurches,chapelsandotherplacesofworship[8]EN16095,ConservaPonofculturalproperty-CondiPonrecordingformovableculturalheritage[9]EN16853,ConservaPonofculturalheritage-ConservaPonprocess-Decisionmaking,planningandimplementaPon[10]CEN/TR15615:2008,ExplanaPonofthegeneralrelaPonshipbetweenvariousEuropeanstandardsandtheEnergyPerformanceofBuildingsDirecPve(EPBD)-UmbrellaDocument

Bibliography 3

[11]CEN/CLC/TR16103:2010,Energymanagementandenergyefficiency-Glossaryofterms[12]ENISO7730:2005,Ergonomicsofthethermalenvironment-AnalyPcaldeterminaPonandinterpretaPonofthermalcomfortusingcalculaPonofthePMVandPPDindicesandlocalthermalcomfortcriteria(ISO7730:2005)[13]SO6707-1:2014,Buildingsandcivilengineeringworks-Vocabulary-Part1:Generalterms[14]ISO15686-1:2011,Buildingsandconstructedassets-Servicelifeplanning-Part1:Generalprinciplesandframework[15]ISO50001:2011,Energymanagementsystems-Requirementswithguidanceforuse

Bibliography 4

[16]ISO/IEC13273-1,Energyefficiencyandrenewableenergysources-CommoninternaPonalterminology-Part1:Energyefficiency[17]ISO/IEC13273-2,Energyefficiencyandrenewableenergysources-CommoninternaPonalterminology-Part2:Renewableenergysources[18]VDI3817:DenkmalwerteGebäude,TechnischeGebäudeausrüstung-Listedbuildings,Buildingservices.VDI-RICHTLINIEN,VDI-Gesellschao,TechnischeGebäudeausrüstung.Oktober2000[19]ASHRAE62-2001,VenPlaPonforAcceptableIndoorAirQuality.AmericanSocietyofHeaPng,RefrigeraPng,andAir-CondiPoningEngineers.[20]ASHRAEHandbookFundamentals,1997.

Bibliography 5

[21]BundesamtfürEnergie.EidgenössischeKommissionfürDenkmalpflege.EnergieundBaudenkmal,Bern,2009[22]EnglishHeritage,2012:EnergyEfficiencyandHistoricBuildings[23]EnglishHeritage,2008:EnergyconservaPonintradiPonalbuildings[24]EnglishHeritage.ConservaPonPrinciples.PoliciesandGuidance,2008[25]Changeworks,2008:EnergyHeritage:AguidetoimprovingenergyefficiencyintradiPonalandhistorichomes

Bibliography 6

[26]DirecPve2010/31/EUoftheEuropeanparliamentandofthecouncilontheenergyperformanceofbuildings[27]CIBSE,2002:Guidetobuildingservicesforhistoricbuildings–SustainableservicesfortradiPonalbuildings[28]AustraliaI.C.O.M.O.S.CharterfortheConservaPonofPlacesofCulturalSignificance.TheBurraCharter,1999[29]ICOMOS.1965:TheVeniceCharter(originallyauthoredbyInternaPonalCongressofArchitectsandTechniciansofHistoric.Monuments,1964.)[30]3ENCULT,2014:EnergyEfficiencySoluPonsforHistoricBuildings.AHandbook.Birkhäuser,2014[31]Broschüre:Denkmalundenergie.Historischebausubstanzundzeitgemässerenergieverbrauchimeinklang.Vertrieb:www.bundespublikaPonen.admin.chArPkelnummer:805.260.D/805.260.F/805.260.I