Valuing Sustainability - Annex 2 "EPCs Country Overview" (April 2016, English)

8/17/2019 Valuing Sustainability - Annex 2 "EPCs Country Overview" (April 2016, English)

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ANNEX 02 – EPCs C

Co-funded by the Intelligent Energy Europeprogramme of the European Union

April 2016

Sustainability

Valuing


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At the end of this section, you will be • Understand valuation professionals’

responsibility/role in relation to theenergy efficiency and sustainability

Country

overview


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Belgium

Existing buildings – Flanders

Residential and public:When a building is sold or let, it has to comply to the rules of theEnergieprestatiecertificaat (EPC). The certificate informs about thefficiency measures which can be taken. The result has to be publiadvertising, to enhance the comparability of the respective buildin

Non residential:

Similar to residential and public. The legislation will become compucourse of 2016.For more information: www.energiesparen.be

http://www.energiesparen.be/http://www.energiesparen.be/


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Belgium

Example: EPC (Energieprestatiecertificaat) for residential buildings – Fland

Key elements:• Calculated Energy score (energy usage (kWh/m

based upon the wall, roof, windows doors and inthe building, ranging from 0 to 700

• A colour scale• Energy efficiency of the building envelope, hea

and CO2 emission impact on the environment• Recommendations• Overview of the results found by the expert an

software used


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Belgium

New construction – Flanders

Upon completion of the building, the ‘EPC-bouw’ is mandatory. It is slightly different form the EPC for existing buildings and workwith a ‘E-peil’ and KWh/ m².

The ‘E’ level is a measure of the energy performance of a property aits fixed installations in standard conditions. The lower the E-level,more energy efficient the home is.

For more information: http://www2.vlaanderen.be

http://www2.vlaanderen.be/http://www2.vlaanderen.be/http://www2.vlaanderen.be/


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Belgium

Example: EPC (Certificat Performance Énérgetique des Bâtiments - PEB) –

Key elements:• Identification number• Building description• Energy consumption indicators• Labelling• Energy balance• Minimum requirements new buildings•

Average performance buildings in Wallonia• Indicators per: envelope, heating water, ventila

renewable energy

For residential buildings: For sale and letting the PEB certificate ispublicised when marketing the building. For public buildings: Undeadministration. For Commercial buildings: Under development by t

For more information: h

http://energie.wallonie.be/http://energie.wallonie.be/


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Belgium

Example: (Certificat Performance Énérgetique des Bâtiments - PEB)– Bruss

• Compulsory for residential buildings and offices largsquare metres.

• Based upon a theoretical energy usage of the buildinon the basis of the characteristics of the building .

• Comprises surface heat loss of the building envelopeof heating and ventilation.

• Result has to be publicised when marketing.

In addition to the EPB-certificate, Brussels has the EPBpublic buildings. This certificate is based upon the actuof the user and is connected to the user. It has to be shentrance of the building and the certificate is only valid


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Belgium

Using EPCs in valuation

When valuing real estate in Belgium the EPC is usually not availablemeans that the valuation is done under the assumption of a benefi


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Belgium

Sources for advising clients on average costs for energy efficiency retrofit

Vlaams Energieagentschap (nl)http://www.energiesparen.be/energiewinst

Energieportaal van het Waals Gewest (fr)http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.htm

Leefmilieu Brussel - Brussels Instituut voor Milieubeheer (nl/fr)Guide: http://gidsduurzamegebouwen.leefmilieubrussel.be/nl/index.htm

Tool: http://www.leefmilieu.brussels/themas/energie/de-energieprest

gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0

http://www.energiesparen.be/energiewinsthttp://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://gidsduurzamegebouwen.leefmilieubrussel.be/nl/index.html?IDC=3http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://www.leefmilieu.brussels/themas/energie/de-energieprestatie-van-gebouwen-epb/bouwen-en-renoveren/epb-software/epb-software-0http://gidsduurzamegebouwen.leefmilieubrussel.be/nl/index.html?IDC=3http://gidsduurzamegebouwen.leefmilieubrussel.be/nl/index.html?IDC=3http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://energie.wallonie.be/fr/isoler-ventiler-gerer-la-surchauffe.html?IDC=8605http://www.energiesparen.be/energiewinsthttp://www.energiesparen.be/energiewinsthttp://www.energiesparen.be/energiewinst


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GermanyCountry

overview


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Germany

Example: EPC-demand based – residential buildings


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Germany

Benchmarks: final energy (kWh/m²a)


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Germany

EPC-consumption based – residential buildings


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Germany

Recommendations for modernisation within EPCs - residential


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Germany

Cost figures for quantifying refurbishment backlog

Average cost figures

for energy efficienc

refurbishments/mod

of entire buildings (d

different energy con

levels and for differe

of modernisation).


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Germany

EPC-demand based – for office buildings


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Germany

EPC-consumption based – for office buildings


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Germany

Recommendations for refurbishments within EPCs – non-residential


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Germany

Public display of EPCs for office buildings


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ItalyCountry

overview


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Italy

The ‘Attestato di Prestazione Energetica’ describes the energycharacteristics of a building or dwelling, i.e. a house or apartment.It provides information on the energy quality of buildings with a fo

• The evaluation of the cost-effectiveness to achieve energy upgrading

housing , and

•

The purchases and leases of properties that take proper account of thperformance of buildings themselves.


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Italy

Building energy

class

Features of the building

Quality of building

envelope

Achievable energy

performance

Source: http://www.certificato-energet


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Italy

The EPC (existing and new as well as public and private) is mandato

following cases:• Marketing a building for sale or rent• When a property is being donated• For new buildings (at the end of the construction phase)• ‘Major’ renovation - when the work involves over 25% of the surf

the envelope (walls and roofs) of the entire building• Public buildings• For all new or renewed contracts for the management of heating

or air conditioning of buildings

For more information: http://ww

http://www.certificato-energetico.it/http://www.certificato-energetico.it/


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Italy

Exceptions:• Industrial buildings heated for the needs of production processe

use energy recovery (from production processes)• Rural non-residential buildings without air conditioning systems• Isolated buildings with a total useful floor area less than 50 m2• Buildings whose standard use does not require the installation a

technical systems for air conditioning, such as boxes, cellars, ga

parking garages, warehouses, seasonal structures protecting spfacilities• Buildings used as places of worship and for religious activities


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italy

Penalties:• If the property is sold without the energy performance certifica

seller incurs a penalty of between 3,000 and 18,000 €.• If the property is rented without the energy performance certif

tenant incurs a penalty of between 1,000 and 4,000 €.• If the ‘for sale’ or ‘for rent’ announcement of a property does no

the energy parameters, the administrative sanction is variable b

500€ and 3,000€.

For more information: http://www.certific

http://www.certificato-energetico.it/sanzioni.htmlhttp://www.certificato-energetico.it/sanzioni.html


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Italy

National classification of energy efficiency classes

Energy performance classes have intervals that depend on the overall energperformance, a physical value measured in kWh/m2 year. Intervals betweenclasses are not always the same but they depend on two variables: the degrthe ratio between building surface and volume.The energy performance certificate has a validity for a maximum 10 years, renewed following ‘renovation’ involving a change in its energy performance


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NetherlanCountry

overview


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Netherlands

Example: EPC for residential buildings

For more information: http

http://www.zoekuwenergielabel.nl/http://www.zoekuwenergielabel.nl/


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Netherlands

For more information: htt

Compulsory for residential buildings since 1 January 2015 when selliletting real estate.

Home owners who do not yet have an EPC receive a provisional EPCprovisional EPC is based on general information that the authoritiehave about a dwelling, such as the type of building, floor area and tyear of construction. The provisional EPC is therefore merely anestimate.

When there no label available, administrative fines can be issuedranging from a maximum of € 405 for residential and € 20.250,- focommercial real estate!



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Netherlands


For more information: http://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory

http://www.ep-online.nl/ep-online/

http://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.ep-online.nl/ep-online/http://www.ep-online.nl/ep-online/http://www.ep-online.nl/ep-online/http://www.ep-online.nl/ep-online/http://www.ep-online.nl/ep-online/http://www.ep-online.nl/ep-online/http://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildingshttp://www.government.nl/issues/energy-performance-certificates-for-homes-and-buildings/mandatory-epcs-for-buildings


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Netherlands

For more information: http://

Energy performance certificates are mandatory for the owners ofcommercial and public buildings when the buildings are put up for sor rent or when construction is completed. This category of buildinincludes schools and hospitals.

There are some exceptions such as listed historic buildings.

The certificate is valid for 10 years.

Labelling has to be done by an energy consultant with a BRL Certif

Part of the EPC is an Energy Performance Advice (EPA).



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Netherlands

For more information: http://

Label class A++ until G forcommercial and public buildings andbuildings A until G for residentialbuildings .

The system is based upon acalculation method considering

energy use by heating, hot watersupply, lighting, ventilation andcooling.

http://www.zoekuwenergielabel.nl/http://www.energielabel.nl/media/538631/logo-energielabel-a-xl.jpghttp://www.zoekuwenergielabel.nl/


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netherlands

Average costs for energy efficiency retrofits

The Dutch government has provided several ways to gain insight in

specific energy efficiency situations for residential and commerciareal estate. The websites below offer the available tools.

Residential buildings:http://energiebesparingsverkenner.nl/p001.asp#

Commercial and public buildings:http://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-

gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouw

http://energiebesparingsverkenner.nl/p001.asphttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://www.rvo.nl/onderwerpen/duurzaam-ondernemen/gebouwen/duurzame-gebouwen/gebouwfasen/beheer-en-onderhoud/gebouwgebonden-energie/energiebesparingsverkenner-utiliteitsbouwhttp://energiebesparingsverkenner.nl/p001.asp


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Netherlands

Average costs for energy efficiency retrofits – calculation example

Sources: http://en

Calculation example with regard to average costs for energy efficiency retrofits. Theexample is a terraced house 106 qm2 dating from 1966-1975 with two occupants.

3 Scenarios:1. Current situation

2. Low modernisation lev

3. Maximum modernisat

1. No investments: Ene

2. 66 EUR per m²: Ener

3. 500 EUR per m²: Ene


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Sources: http://energ

Netherlands

• There are

requireme• The Dutch

Accountan

‘good prac

valuation o

• It mention

practice 21

should be when ther

available.

however t

consult an

wants mor

http://energiebesparingsverkenner.nl/p001.asphttp://energiebesparingsverkenner.nl/p001.asp


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PolandCountry

overview


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Poland

Energy performance certificate


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P l d


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Poland

Average energy consumption: different building types

Source: Building modernisation strategy: road map 2015 – Strategia Modernizacji budynków: mapa drogowa 2015http://www.renowacja2050.pl/files/raport.pdf


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United KingCountry

overview

U it d Ki d


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United Kingdom


Source: Building modernisation strategy: road map 2015 – Strategia Modernizacji budynków: mapa drogowa 2015http://www.renowacja2050.pl/files/raport.pdf

Energy Performance Certificates (EPCs) are needed whenever a property is:

• Built• Sold

• Rented

An EPC for potential buyers and tenants needs to be arranged before the propert

be marketed to be sold or rented.

In Scotland, the EPC must be displayed somewhere in the property, e.g. in the mcupboard or next to the boiler

United Kingdom


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An EPC contains:

• Information about a property’s energy use and typical energy costs

• Recommendations about how to reduce energy use and save money on ener

An EPC is valid for 10 years. Vendors, landlords or their instructed property agen

properties do not have a valid EPC in place, risk being reported to their local Trad

Standards and the Office of Fair Trading.

United Kingdom

United Kingdom


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Penalty for failing to provide a prospective byer or tenant with an EPC: for comm

buildings from a minimum of £500 to a capped maximum of £5,000 and for residproperties the penalty is £200.

It is possible to look at EPCs of other properties free of charge. This lets you com

property’s energy performance with that of similar ones. You can search by the p

address or by the EPCs report reference

United Kingdom

United Kingdom


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United Kingdom

United kingdom


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Example: EPC for non-domestic buildings

United kingdom

United Kingdom


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Example: Display Energy Certificate (DEC)

United Kingdom

Mandatory for all public buildings with a tofloor area greater than 500m² or part occupublic authorities or by institutions providservices and therefore frequently visited public.

United Kingdom


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United Kingdom

DECs provide an energy rating of a building from A-G, where ‘A’ is v

and ‘G’ is the least efficient (in a similar way to energy performancefor domestic properties).

A DEC must be accompanied by an advisory report and the owner ofmust have a valid one available. The advisory report highlights recoto improve the energy performance of the building.

A local authority can issue a penalty charge notice of £500 for failinDEC at all times in a prominent place clearly visible to the public, anfailing to possess or have in their control a valid advisory report. In these penalties, it will still be necessary to commission the docume


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About RENOVALUE

Yet the ability to demobusiness case for susta

is exactly what is missimany valuation professthe skills and the knowlconsistently take energrenewable energy issuewhen advising their clie

RenoValue aims to fill tand skills gap by develomaterial for practising professionals on how toefficiency and renewabinto valuation practicesadvise their clients acc

The Project


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artners


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RenoValue is funded by the Intelligent EnEurope Programme of the European Uniomanaged by the Executive Agency for SmMedium sized Enterprises (EASME)

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Documents

Valuing Sustainability - Annex 2 "EPCs Country Overview" (April 2016, English)