Deep Retrofit Pilot Programme 2019

Application Guidelines
Version 1.8
January 2019

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 Table of Contents:
Preface.................................................................................................................. 3
1 About SEAI..................................................................................................... 4
2 The Deep Retrofit Pilot Programme................................................................ 4
3 Eligible Projects ............................................................................................. 4
3.1 Eligible Costs .............................................................................................................. 7
3.2 Ineligible costs ........................................................................................................... 9
4 Application .................................................................................................. 10
4.1 Application Deadlines .............................................................................................. 10
5 Evaluation ................................................................................................... 11
5.1 Value for Money (30 marks) .................................................................................... 11
5.2 Technical Proposal (35 marks)................................................................................. 11
5.3 Quality and Delivery (35 marks) .............................................................................. 12
6 Contractor Requirements ............................................................................. 12
6.1 Electrical Assessment .............................................................................................. 13
7 Funding ....................................................................................................... 13
7.1 Energy Poverty......................................................................................................... 13
7.2 Project Timelines ..................................................................................................... 14
7.3 Minimum Financing Requirements ......................................................................... 14
7.4 Participating Energy Supplier (PES) ......................................................................... 14
8 Inspections .................................................................................................. 15
8.1 Advisory Inspection ................................................................................................. 15
8.2 Final Inspection........................................................................................................ 15
8.3 Inspection Process ................................................................................................... 15
8.4 Reworks ................................................................................................................... 16
8.5 Post payment Inspections ....................................................................................... 17
8.6 Inspection results .................................................................................................... 17
9 Communication ........................................................................................... 17
10 The Application Process ............................................................................... 18
10.1 Application Form Tab .............................................................................................. 18
10.1.1 Section 1: Applicant Details ............................................................................. 18
10.1.2 Section 2: Technical Details ............................................................................. 19
10.1.3 Section 3: Quality & Delivery ........................................................................... 21
10.2 Project Summary Tab .............................................................................................. 24
10.3 Sub Project Tab ........................................................................................................ 26

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Preface
The Sustainable Energy Authority of Ireland (SEAI) is delighted to announce the launch of the
Deep Retrofit Pilot Programme.

The following guidelines aim at helping interested parties to create the best applications for
their projects by outlining the necessary criteria and documentary requirements, as well as
offering helpful advice for those preparing to apply.

As the project is a Pilot, these guidelines are subject to change as required by SEAI.

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1 About SEAI
SEAI has a mission to play a leading role in transforming Ireland into a society based on
sustainable energy structures, technologies and practices. To fulfil this mission SEAI aims to
provide well-timed and informed advice to Government, and deliver a range of programmes
efficiently and effectively, while engaging and motivating a wide range of stakeholders and
showing continuing flexibility and innovation in all activities. SEAI’s actions will help advance
Ireland to the vanguard of the global green technology movement, so that Ireland is
recognised as a pioneer in the move to decarbonised energy systems.

SEAI is financed by Ireland’s Structural Funds Programme, which is co-funded by the Irish
Government and the European Union (EU).

2 The Deep Retrofit Pilot Programme

The existing housing stock in Ireland continues to pose one of our greatest energy efficiency
challenges. A considerable portion of the current building stock performs poorly when
compared against a building built to the current standards.

Deep retrofit is the significant upgrade of a building toward nearly zero energy requirements
where it is practically feasible and achievable. Rather than upgrading isolated parts of the
house, the whole home should be assessed as a system, looking at how energy is used and
retained. All aspects of the building fabric, air tightness, ventilation and renewables should be
assessed.

The Deep Retrofit Pilot Programme is a multi-annual pilot programme, which will investigate
the challenges and opportunities that deep retrofit present. The learning from these pilots will
inform our approach and support towards the ultimate development of a programme for the
large scale deep retrofit of buildings in Ireland. The initial focus will be on the residential
market.

3 Eligible Projects
SEAI is inviting applications for funding for deep retrofit projects in the residential market
under the Deep Retrofit Pilot Programme.

A project application must include a minimum of 5 dwellings. The homes do not need to be
located adjacent to each other and can be located anywhere in Ireland.

Funding will be provided to projects which demonstrate an integrated, comprehensive

strategy for significantly improving home energy performance, that achieve all of the
following minimum criteria:

(i) Building Energy Rating

 A minimum Building Energy Rating (BER) of A3;

 A minimum BER uplift of 150 kWh/m2/yr;

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 (ii) Heat loss indicator (HLI)

In applying a fabric 1st approach SEAI expect a minimum heat loss factor of 2.0 W/m2K in
the BER to be achieved. SEAI will consider applications with a proposed HLI of greater
than 2.0 W/m2K under exceptional circumstances and in evaluation of the proposed
fabric solution.

(iii) Airtightness

Dwellings for which funding is provided must achieve an air permeability of 5m3/h/m2
@50 pa or lower; see also page 7 regarding bonus payments for results of 3m3/h/m2 or
lower.

(iv) Mechanical ventilation

SEAI also require that mechanical ventilation systems are installed in order to provide
adequate and controllable ventilation to ensure good indoor air quality. The system must
provide a whole house ventilation solution. Systems may be in the form of mechanical extract
ventilation, e.g. demand control ventilation (DCV), or mechanical ventilation with heat
recovery (MVHR). Decentralised systems may also be provided where appropriate.

(v) Data (energy) monitoring

SEAI require metering of energy consumption upon completion of works. This includes
the following:

 A whole house electricity monitor to monitor the electricity consumption;

 Where a heat pump is being installed as part of the works, metering of the heat pump
consumption for both space heating and water heating separately is required;

 Where solar photovoltaic panels are being installed, metering of the electricity
generated by the PV installation and what was used or exported must be provided.

 Monitoring equipment must be capable of collection hourly data at a minimum of 15

minute intervals.

Note: While the monitoring of energy consumption is mandatory, SEAI also invite other
data monitoring that may inform other value proposition offerings such as health and air
quality.

While SEAI does not require that the data be remotely accessible, SEAI recommends that
remote access would facilitate collection of data for the Project Owner (applicant) and
SEAI. As part of the pilot, Project Owners will be required to submit a biannual data report
to SEAI for three years post completion of the works. SEAI will provide grant support in
the case that remote access data is provided up to a maximum value of €1100 as
described in section 3.1. The Project Owner is responsible for ensuring the equipment
specified at applicant stage, can provide the level of metering required and also for
ensuring continuous data collection.

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 Full details of the data monitoring requirements and the associated workbook are
available on https://www.seai.ie/grants/home-energy-grants/deep-retrofit-grant/

Projects not meeting these minimum requirements will not be eligible for funding

Funding will also only be provided for the deployment of renewable energy solutions, i.e.
fossil fuel technologies will not be supported.

It is SEAI’s intention to limit the value of funding to for any one project (i.e. for a minimum
of 5 homes) to €500,000. SEAI will consider funding above this level, on an exceptional basis
and at its own discretion.

There are some additional mandatory requirements related to the BER and air testing:

 A representative pre-works BER and airtightness test certificate for each dwelling type
must be provided with the project application. The pre-works BER must be published
and must accurately reflect the current energy performance of the home when the
application is submitted.
 An XML file defining how the dwellings will be upgraded to achieve the A3 (or better)
must be provided with the project application. This XML should match the application
form with respect to the measures to be implemented in order to achieve A3 or
better.
 A pre-BER and airtightness test must be carried out on all dwellings included in a
project (if not already done) once the Letter of Offer has been issued by SEAI. These
must be submitted to SEAI before the works commence on site.
 All air pressure tests must be carried out by an NSAI-registered Air Tightness Tester.
Post-works BER and airtightness tests must be completed and provided to SEAI upon
completion of works. The post-BER must also be published.
 Each BER certificate provided must be accompanied by the Eircode for the dwelling.

To maximise the learnings from the pilot, SEAI are particularly interested in projects including,
but not limited to, the following aspects:

 Value for money;

 Technical innovation;
 Extent of the uplift in BER due to works;
 Contribution of renewable energy;
 Replicability of project/target market;
 Design accounting for important technical issues such as ventilation, airtightness,
thermal bridging, summer overheating, etc.;
 Financial innovation;
 Robust project plan including detailed QA, commissioning plan, risk mitigation etc.;
 Project team qualifications and experience;
 Non-financial contribution from a Participating Energy Supplier (PES);
 Customer engagement, including provision of training in use of installed technologies;

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  Addressing health and wellbeing of occupants, e.g. provision of appropriate
ventilation, etc.;
 Demonstration of skills of proposed contractors, i.e. accreditation;

The detailed design of retrofit works is crucial to the performance of the measures. For this
reason, it is important that Project Owners give due care and attention to the following issues
in designing the retrofit project:

 Improving air tightness

 Provision of adequate ventilation
 Thermal bridging, especially at corners, junctions, edges and interfaces
 Ensuring that building fabric specifications do not create a risk of interstitial
condensation
 Preventing summer overheating

It is recommended that the Project Owner conducts a site survey of the individual homes /
dwellings included in their application to ensure that an appropriate solution is designed for
each one.1

It will be at SEAI's discretion to fund projects which, in their view, will contribute most towards
the longer term objectives of the pilot. Applications should provide sufficient information to
demonstrate how the project proposes to meet SEAI’s Deep Retrofit Pilot Programme
objectives.

3.1 Eligible Costs

Payment of the grant is retrospective and on a reimbursement basis. Projects costs are
incurred and paid initially by the grantee who will be reimbursed the grant amount by SEAI
after evidence of this payment is provided. A payment guide is published on the webpage.

The Project Owner (applicant) will be required to demonstrate in all cases, and specifically at
application stage, that they have the necessary funding streams in place to cover all of the
project costs.

The Project Owner (applicant) will be required to demonstrate that they have funding in
place to cash flow the first 50% of the entire project, before a Letter of Offer will be issued.

Costs eligible for grant payment include:

 Project Management: The maximum eligible value for Project Management support
should not exceed 5% of the total capital project costs.
We will pay a bonus (1% of the total eligible project costs) where projects achieve a
post-works airtightness test result 3 m3/hr/m2 or lower.
Only external Project Management fees for the coordination, management and
delivery of the project, are eligible.

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Site surveys of homes to be included on applications are not eligible costs, as outlined in Section 3.2
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  BER A-rating Design: The maximum eligible value for BER design and consultancy
support is 2% of the total capital project costs. This support is for the involvement of
a professional with BER capabilities in designing an appropriate suite of measures to
achieve the BER A rating, for their ongoing involvement in ensuring that the works
being delivered on site will achieve the A rating and that all the supporting
documentation is in place to support the values to be input into DEAP. This person
may be a registered BER assessor, architect, engineer, assigned certifier or quantity
surveyor2. This payment is contingent on the achievement of an A3 rating or better
following completion of works.
 Labour: Costs of employing an external labourer in order to implement the building
upgrade.
 Materials: Specialised materials, equipment, hardware or control systems necessary
to implement the project are an eligible expense. Second-hand equipment, including
standard tool hire, will not be eligible for funding.
 VAT: VAT is considered eligible for grant payment only in cases where it cannot be
reclaimed from Revenue. The Applicant will need to get a letter of confirmation from
revenue to claim this from SEAI.
 BER: All successful applicants will be required to complete and publish a pre-works
BER including a certified Air Tightness test for each dwelling in the application.
If the published pre-works BER provided for the application was already in existence
and accurately reflects the current energy performance of the home when the
application is submitted, then the funding will not be provided for the pre-works BER.
Where an existing pre-works BER is being submitted, the provision for the BERs in the
grant offering will be reduced accordingly.
Post-BERs are required to be published and Air Tightness test certificates provided to
SEAI for all upgraded homes.3
The Deep Retrofit Pilot Programme will provide financial support towards the cost of
the pre- and post-works BERs and Air Tightness tests. This financial support will be
aligned with the Better Energy Communities Programme support. The maximum
eligible cost for a pre- and post-works BER is €250.
To be eligible for support, the work must be completed. SEAI will not support pre-
works BER costs if the work is not carried out. BER costs will only be funded at the end
of the project when both pre- and post-BERs have been published. The same BER
assessor should complete both the pre- and post-works BERs, and a separate site visit
to the home must take place prior to each BER being published.
 Airtightness Testing: All successful applicants will be required to complete a pre-
works Airtightness test with the result input into the pre-works BER. Post-works
Airtightness tests are required for all upgraded homes. The Airtightness test must be

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The person must not be an employee of any of the contractors or organisations involved in the delivery of the
project upgrades.
3
The BER assessor must not be an employee of any of the contractors or organisations involved in the delivery
of the project upgrades.
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 carried out by an Airtightness Tester registered with the NSAI Certified Air Tightness
Tester Scheme.
The Deep Retrofit Pilot Programme will provide financial support towards the cost of
the pre- and post-works Air Tightness tests. The maximum eligible cost for both a pre-
and post-works Airtightness Test is €500.
To be eligible for support, the work must be completed. SEAI will not support Air
Tightness testing costs if the work is not carried out. Air Tightness test costs will only
be funded at the end of the project when both pre- and post-works Air Tightness tests
have been carried out and input into the published post-works BER. The same air
tightness tester should complete both the pre- and post-works tests.
 Energy Monitoring Equipment: Metering equipment for verifying and measuring
energy savings for the purpose of preparing the data monitoring reports is an eligible
cost. Section 3 describes the metering required. The cost of the equipment should be
noted in the Technical Workbook, on the specific project tab. Eligible equipment
includes, inter alia, smart meters that record real-time electricity generation and
consumption, meters that record heat pump electricity consumption for space and
water heating, etc. SEAI will consider other meters that record a significant proportion
of the dwelling’s energy consumption, at its own discretion. Please refer to SEAI’s Data
monitoring guidelines for additional information. The maximum eligible cost for data
monitoring equipment is €1100.
 Wood-burning stoves: Room-sealed wood-burning only stoves with a certified gross
efficiency of no less than 70% will be considered for funding where appropriate.
Multifuel stoves are not an eligible cost.
All stoves being installed under this measure must comply with the European
regulation EC 2015/1185[1]. While this aspect of the Ecodesign directive is not yet a
requirement in Ireland it is best practice, so is mandatory for the SEAI programmes
funding installation of stoves. Stoves may be demonstrated to meet this requirement
when listed on the following website: http://www.hetas.co.uk/ecodesign-ready/

Payments on projects is in line with the costs submitted and approved at application
stage. The Project Owner must ensure that invoices submitted by the Project Owner
must in line with the approved cost per measure.

3.2 Ineligible costs

 Unrelated costs: Any costs not directly related to improving the energy performance
of stock through the proposed project will be considered ineligible for payment.
 Recruitment and Application Costs: The cost of recruiting homeowners and preparing
and submitting an application is not eligible for payment.
 Internal Staff Costs: Internal staff costs are not eligible for payment.

[1]
Commission Regulation (EU) 2015/1185 of 24 April 2015 implementing Directive 2009/125/EC of
the European Parliament and of the Council with regard to ecodesign requirements for solid fuel local
space heaters (Text with EEA relevance)
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  Ongoing monitoring costs: Ongoing monitoring costs, except those required for the
data monitoring report, are not eligible for payment.
 Pre-Project Costs: Any costs that predate formal grant approval letter of offer will not
be paid. Note cost related to BER and airtightness as submitted as part of the
application will form part of the grant payment for approved projects.
 Crossover: The cost of measures completed in homes which have formerly received
an SEAI grant for the same measure are not eligible.
 Corrections: The cost of remedying defective works and installations undertaken
previously by others (e.g. geothermal remedial works, solar remedial works) are not
eligible for payment.
 Unexpected: Un-commissioned equipment, and any other costs that have not been
clearly outlined in the Application Form, will be considered ineligible for payment.
 Unfinished Works: Work that has not been completed, or ‘fit for use’ by the
programme deadline will not be eligible for any or part grant support.
 Energy upgrades to new buildings: The Deep Retrofit programme aims at supporting
the retrofit of existing homes.
 Fossil fuel heating systems: as noted in Section 3, funding will only be provided for
the deployment of renewable energy solutions under the Deep Retrofit programme.

This is not an exhaustive list. If you are unsure which aspects of your project are eligible for
payment, please contact the Deep Retrofit team.

4 Application
Applications forms can be downloaded from the Deep Retrofit Pilot Programme webpage and
submitted via [email protected].

It is important to read all of Section 9 of this document regarding the input of all data for
the proposed project. Providing more detail and sufficient clarity on the specification and
cost for each measure, particularly with regard to Section 9, will expedite processing of the
application. It is important to note that applications for funding of more than €250,000 must
be approved by the board of SEAI and this has an impact on the submission deadline.

SEAI will review costs across all applications and in cases where a cost, or element of cost
included on an application is deemed to be higher than a reasonable range, based on scope
of works and market prices for work, SEAI may reduce this cost or element of cost in line with
market rates as part of the application assessment process.

4.1 Application Deadlines

Applications can be submitted at any stage for consideration for funding in 2019 but no later
than the deadline dates as set out below for full grant drawdown in 2019;
 19th of July 2019 – for projects seeking funding below €250,000
 3rd of June 2019 – for projects seeking funding above €250,000

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It is important to ensure that you are in a position to deliver your project by the required
completion date (see Section 7.2 of these guidelines) as per the project timelines indicated in
the application form:

4.4: Project Timelines

What is the estimated lead in time from receiving the letter of offer? Weeks

What is the estimated total time to complete the works from the date work starts on sit? Weeks

Total project timeline 0 Weeks

5 Evaluation
Grant applications are scored in accordance with the evaluation criteria as set out below.
Applicants seeking funding will be evaluated using a fixed set of evaluation criteria. Only
applications which achieve an appropriate score, to be decided by SEAI, will be offered a
contract for funding.

The evaluation criteria are:

5.1 Value for Money (30 marks)

The project’s value for money will be assessed in terms of energy savings relative to the cost
of implementation as this reflects the value of the investment to the Irish State. The
assessment will also look at the level of energy savings against the baseline.

Proposals will also be assessed with respect to the target market, i.e. in relation to dwelling
types and the pre-works BER ratings as this is an important aspect of the Pilot.

Points will be awarded based on the level of uplift in energy performance (kWh/m2/year)
achieved and for going beyond an A3 rating.

5.2 Technical Proposal (35 marks)

This section of the evaluation assesses the technical solutions proposed in line with the Pilot
Programme principles. Projects will be assessed on the provision of a whole house solution
which includes a fabric first approach and will be assessed on the depth and effectiveness of
the proposal. This will include how the various elements of retrofit will be addressed to ensure
the integrity in the performance of installed solutions.

The suite of measures proposed will be assessed against the fabric first principle of the
programme and should also be appropriate for the dwelling.

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5.3 Quality and Delivery (35 marks)
The quality of the proposal with respect to the delivery of the project and how it demonstrates
a commitment to ensure that the full value of the project is realised for the customer will be
assessed.

Consideration will be given to the viability and robustness of the project plan through an
analysis of the project management, demonstrated organisational commitment, commitment
to quality assurance, evaluation of potential project risks and mitigation measures and the
capacity to deliver the project to programme standards and by the deadline. Demonstration
of previous experience in delivering similar projects should be provided.

Projects will be assessed on their end-to-end engagement with customers to ensure that they
understand the measures being implemented and how to operate any technologies in the
home to optimise their performance. The monitoring and verification element of the proposal
will be assessed as it allows for the gap between design of systems and their performance to
be closed. Projects proposing metering of energy consumption will score highly as it will allow
for an accurate profile of energy consumption to be generated.

How the health and wellbeing of the customer is addressed will also be assessed. The
provision of sufficient levels of ventilation, the prevention of summer overheating and
daylighting are important elements in this regard.

SEAI will only consider multiple applications from the same applicant where subsequent
applications include different technical solutions and/or different house types. SEAI will
decide whether such a subsequent application offers potential learning for different technical
solutions or dwelling types as such learnings are central to the Deep Retrofit Pilot Programme.

6 Contractor Requirements
Contractors carrying out works under the Deep Retrofit Pilot Programme must have valid Tax
Clearance, Employers Liability Insurance (indemnity limit of not less than €13 million any one
event) and Public/Products Liability Insurance (indemnity limit of not less than €6.5 million
any one event for Public Liability and not less than €6.5 million in the aggregate for Products
Liability).

While we do not yet require contractors to be on the SEAI 'Registered Contractor list', we
recommend that Contractors working on the Deep Retrofit Pilot Programme register with
SEAI.4

All proposed works must be in line with current building regulations. Contractors will also fully
comply with the SEAI Contractors Code of Practice and the Quality Assurance and Disciplinary
Procedures document, which will be provided at contract stage.

4
https://www.seai.ie/energy-in-business/register-with-seai/contractor/
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6.1 Electrical Assessment
It is advised that an assessment of the electrical capacity for the installation of additional
electrical technologies to the existing power supply and connection to the existing wiring
system be carried out prior to the works.

7 Funding
SEAI will provide funding of up to 50% of the total capital costs, project management and BER
design/consultancy costs combined. This is to reflect the importance of Project Management
and the BER design and consultancy required to ensure the delivery of high quality projects
that achieve the A rating. The application will ask to itemise the costs of the separate
elements.

SEAI will provide a much higher rate of subvention, up to 95%, for voluntary housing
association homes and the private homes of those that are in energy poverty, as defined in
Section 7.1. However, this is only available as part of a wider project that includes non-energy
poor homes and the energy poor component must make up no more than 25% of the total
number of homes in each project. The 95% funding is not applicable for local authority
housing.

Funding will be allocated on a first come, first served basis subject to available budget.

Support will also be provided for the mandatory pre-works and post-works BER assessments
and Air Tightness tests, in line with Better Energy Communities funding.

While the involvement of a Participating Energy Supplier (see section 7.4) is not mandatory, it
is recommended.

7.1 Energy Poverty

Private homes will be considered to be energy poor if the resident (who must be the
homeowner) is in receipt of one of the following:

 Fuel Allowance as part of the National Fuel Scheme

 Jobseeker’s Allowance for six months or more where the resident is the primary carer
of at least one child under seven years. Jobseeker’s Benefit is not eligible.
 Family Income Supplement
 "One Parent Family Payment"
 Domiciliary Care allowance payment

Proof of one of the above must be provided for each energy poor household at project
completion stage in order to receive higher financial support. This takes the form of a signed
letter from the Department of Social Protection dated within six months of the start date of
the Grant Agreement, a payment receipt made out to the homeowner, or a Social Welfare

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swipe receipt (except in the case of Jobseekers Allowance where 6 months must be proven).
The name and address on the relevant correspondence must match that of the homeowner
on the application. These requirements are in line with The Better Energy Warmer Homes
Scheme (WHS) and any changes to qualifying criteria on WHS will be reflected in the Deep
Retrofit Pilot Programme.

Applicants are required to identify the dwellings on an application where the homeowner
meets the criteria above for being in energy poverty. Project Managers are required to seek
the consent of homeowners to collect their personal data, maintain the necessary evidence
on file for five years, and make it available to SEAI for upon request.

7.2 Project Timelines

The deadline for project completion for including submission of all project documentation is
11th October 2019.

Interim payments will be subject to the timely submittal of mandatory monthly progress
reports and other specified deliverables meeting the criteria set out by SEAI. All cells in the
monthly report must be populated. All photographic evidence must be provided to support
the monthly report and milestone payments. These will be outlined at contract stage.

Projects will be required to be completed within agreed delivery timelines as detailed in the
contract.

SEAI will withhold 5% of funding, which will be released on receipt of an acceptable year-one
post works annual data monitoring within 12 months from the Project Completion Date as
specified in the Letter of Offer. Monitoring equipment must be in place by the contracted date
for completion of works. To streamline all reporting, SEAI will required that data monitoring
reports are issued to SEAI at two intervals per year upon SEAI request.

7.3 Minimum Financing Requirements

The applicant will be required to demonstrate that they have available finance to implement
the first 50% of the entire project. Applicants should note where these documents are not
provided, the issue of a Letter of Offer will be delayed until they have been received.

7.4 Participating Energy Supplier (PES)

The Energy Savings achieved by a project are measured in Kilowatt hours (kWh). Each kWh is
equivalent to one energy-credit, which can be traded with an Energy Supplier for either
monetary or project management support. Different Energy Suppliers may offer different
levels of support depending on the category of energy credit, i.e. if the homes are considered
to be in energy poverty or not.

There are a number of ways for a PES to be involved in a project, e.g. project management,
financial contribution, monitoring, energy audits or advice.

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Applicants are encouraged to contact a number of different Energy Suppliers to negotiate the
best deal for their energy credits. A project is not limited to partnering with their current
energy provider or indeed just one Energy Supplier. Where energy credits are being ‘sold’ to
a PES, the application should state clearly if and how these funds are being used to support
the community.

SEAI will upload Domestic Energy Credits to SEAI’s ECMS (Energy Credit Management System)
once homes have been completed5.

8 Inspections
The efficient administration of the Deep Retrofit Pilot Programme requires Grantees and
Beneficiaries to fulfil their obligations under the Grant Agreement. Consequently, SEAI will
carry out inspections, in advance and/or following completion of grant-aided works, for
compliance with the Grant Agreement. Grantees/Project Managers will generally be notified
by SEAI prior to such inspections. However, SEAI reserves the right to carry out inspections
without notice to Grantees/ Project Managers in appropriate circumstances. Such
circumstances may include, but are not limited to, where SEAI receives complaints indicating
non-compliance with the Grant Agreement.

8.1 Advisory Inspection

Advisory inspections are intended as a training aid to ensure Grantees/Project Managers
understand relevant quality standards and technical requirements, early in the installation
process.

Evidence shows that Advisory Inspections lead to improved final inspections and the timely
release of payment. For this reason, Advisory inspections are not mandatory but a minimum
of 2 are recommended be carried out. The upgrade measures chosen for advisory inspections
should be representative of the measures to be repeated across the scheme and include any
homes or measures that are technically challenging.

8.2 Final Inspection

On completion of a project, an Inspection log is required to be submitted all homes. The
inspection logs must contain contact details for all Beneficiaries, including individual
homeowners. Where SEAI considers it appropriate, it may inspect up to 100% of properties.

8.3 Inspection Process

Inspections will be undertaken during normal working hours. The Grantee/Project Managersis
responsible for quality assurance on the project and will generally be notified of the properties

5
Completed means that the works have been signed off as complete to the required standard by
SEAI’s Inspections Unit.
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selected for inspection. However, as noted above, SEAI reserves the right to carry out
inspections without giving such notice in appropriate circumstances.

If notice of inspections is given to the Grantee/Project Managers by SEAI:

 The Grantee/Project Manager must provide access for SEAI’s inspectors within 5
working days of being contacted to arrange an inspection. The Project Managersis not
required to be present at the inspection but must assign a representative who is
familiar with the layout of the site, the upgrade works completed and has access to
all required certification documentation and manuals.

 The Grantee/Project Managerswill be required to provide the inspector with a safe

working environment and suitable access to the project area. Any representative of
the Grantee/Project Managersshould have all the necessary documentation and
technical knowledge of the project. They may also be asked to retrieve equipment
(e.g. light fittings) in areas which are difficult to access, to verify compliance with
quality and safety standards.

If notice of inspections is not given to the Grantee/Project Managers by SEAI, SEAI will arrange
the inspection with the relevant Beneficiaries, including individual homeowners, directly.

Poor inspection results may result in the delay or refusal of grant payments, additional
inspections being conducted and re-inspection of reworks for non-compliance, as detailed
further below.

8.4 Reworks
Following inspection, the inspector will send a written report to the Grantee/Project
Managersdetailing any non-compliance identified and requesting that reworks be carried out.

Any such reworks must comply with the relevant standards for the project, as detailed above.

Reworks are required to be completed within 14 days of notification of the inspection report,
and confirmation and evidence of completion provided to SEAI (e.g. photos, reports and
certificates). Any non-compliance identified in the inspection report should be addressed on
all other properties completed on the project.

The Grantee/Project Managersmay be asked to meet SEAI to confirm the reworks being
undertaken to bring the project in line with quality requirements.

If satisfactory evidence of quality and safety standards is not available, SEAI may, at its
discretion, reduce the grant amount proportionally. Excessive additional inspections arising
from persistent poor quality may be chargeable at the cost of such additional inspections to
SEAI.

16
8.5 Post payment Inspections
SEAI may at its own discretion carry out post payment inspections to verify the quality of
works performed under the Deep Retrofit Pilot Programme. Post payment inspections will
normally be undertaken independently of the Grantee/Project Managers, in which case SEAI
will arrange these directly with the relevant Beneficiaries, including individual homeowners.

8.6 Inspection results

Where the inspection identifies that grant-aided works have not been completed to the
applicable standards and specifications for the works or, where completed, do not match the
proposal and specification submitted and approved by SEAI, re-works will be required as
noted above.

Where the inspection identifies that the grant-aided works were not completed at all, or
where required reworks are not completed at all or to the applicable standards and
specifications for the works, SEAI reserves the right to terminate the Grant Agreement, cease
making any payments of the Grant, seek full repayment of any or all of the Grant already paid
to the Grantee or any Beneficiary, withdraw the grant and/or reduce the amount of the Grant
to be paid.

Inspection results can be appealed through an appeal process, as detailed on the SEAI website.
Appeals must be received in writing within 7 days of the date of notification of the inspection
results.

Any such appeal must be supported by appropriate supporting documentation such as

sketches, photos and homeowner statements. Appeals must outline any evidence to dispute
the Inspection findings and advise on any mitigating factors that may have affected the
outcome of the inspection.

9 Communication
A key strength of SEAI’s Deep Retrofit Programme is that there is one person, known as the
Project Owner, who is responsible for the end to end delivery of a high quality deep retrofit
from the initial application stage to completion of the deep retrofit and post works follow-up.
This simplifies the process for the homeowner, who has a single point of contact for queries
that might arise at any stage of the works.

While SEAI are the authority responsible for overseeing the deep retrofit pilot programme,
the Project Owner is responsible for the end to end project management and day-to-day
communications with the homeowner.

Other responsibilities of the Project Owner include:

 Recruiting homeowners to form part of an application to SEAI for grant funding, and
communication of the scheme requirements
17
  Initial engagement with the homeowners, design and agreement on package of
measures, costs and timeline for delivery
 Communication and managing delivery of the project to ensure the homeowner is
clear on works and timelines at each step of the retrofit works
 Communications on completing projects in line with scheme requirements e.g.
inspections
 Providing clear and simple guidance to homeowners on use of the retrofit measures
to ensure optimum performance e.g. heat pump operation
 Post-works communication with homeowners to support good customer satisfaction
levels
 Communication and follow up with homeowners on both qualitative and quantitative
data collection, interviews etc. as part of post works data collection

10 The Application Process

The application workbook is to assist applicants in submitting applications for the Deep
Retrofit Pilot.

It consists of a number of tabs that must be completed.

1) The Application Form Tab which contains information about the project.
2) The Project Summary Tab which contains a summary of the project, detailing the
savings and cost information of all of the project components.
3) The Sub Project Tab which contains the details of the projects for each dwelling
type.

Keynote: White Cells are completed by the applicant.

Yellow Cells are automatically completed by the workbook

Green Cells are guidance notes

If an applicant requires further guidance on the completion of the application form, please
contact [email protected].

Note: The workbook is password protected and only White Cells can be accessed by the user.

10.1 Application Form Tab

The application form tab must be completed by the applicant. The Application Tab is divided
into 4 sections:

10.1.1 Section 1: Applicant Details

In the first section (Figure 1) the applicant provides administration details of the project.

18
 Figure 1

10.1.2 Section 2: Technical Details

The second section, refer to Figure 2, provides the technical details of how the energy savings
will be achieved, for example fabric upgrades proposed, renewable energy included etc.
Section 3.2 is autocompleted based on the inputs by the applicant in the Project Summary and
Sub Project Tabs.

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 Section 2 - Technical Details
2.1: Summary of Technical Proposal

Describe the approach taken to achieving the improvement in energy performance for this project.
Detail the degree of innovation in the project in terms of the technologies employed, the renewable contribution to energy demand, depth and effectiveness of measures, inclusion of
measurement and verification, research, etc.
Describe how the provision of adequate ventilation has been ensured.
Describe how the design has provided for addressing thermal bridging, especially at corners, junctions, edges and interfaces.
Describe how airtightness has been designed to reduce air infiltraion and air leakage. Due care and attenction is required especially at corners, junction edges and service penetrations.
How have you addressed potential summer overheating?
Where fabric upgrades exceed the minimum requirements, include proposed U-values of the measures.
Is the building breathable? If not, what steps have been taken to ensure that vapour imperemable materials are used appropriately so that there is no risk of interstitial condensation?

2.2: Summary of Energy Savings

Complete Project Summary and Sub Project Tabs.
Overview - Energy Savings Value for Money

Total No of Units - €/ kWh #DIV/0!

Total Area of Dwellings - m2

Total Energy Credits for Project - kWh/ year

Average Reduction in Energy - kWh/m2/ year

Average Renewable - kWh/m2/ year

Contribution
% Energy Savings 0%

Overview - Costs
€/ Unit €
Funded Capital Costs #DIV/0! 0
Domestic BER Costs #DIV/0! 0
Pressurisation Test Costs #DIV/0! 0
Project Management Costs #DIV/0! 0
BER Consultancy Costs #DIV/0! 0
1% Ai rtightness bonus #DIV/0! 0
Eligible VAT Expenditure #DIV/0! 0
Total Costs #DIV/0! 0
Overview - Funding

%
Grant #DIV/0! #DIV/0!

Milestone Payment - Interi m 1 ( 25% #DIV/0!

25% completion)

Milestone Payment - Interi m 2 25% #DIV/0!

(50% completion)

Milestone Payment - End of 45% #DIV/0!

Contract (100% completion)

Data monitoring report 5% #DIV/0!

Figure 2

Energy Credits: If a Participating Energy Supplier (PES) energy supplier is a Project Partner, the
Applicant may give them permission to count the energy savings achieved against their energy
target. This permission may only be given before the project commences. In these cases, the
SEAI will liaise directly with the energy supplier on all matters relating to the credits. The
energy supplier should be identified on the Application Form as credits cannot be assigned

20
retrospectively. For the Deep Retrofit Pilot Programme, SEAI will upload the credits to the
ECMS (Energy Credit Management System)

All of the savings and reductions are potentially eligible to be considered as energy credits.
They will only be converted to credits once the relevant work is completed and verified.

10.1.3 Section 3: Quality & Delivery

In the final sections (Figure 4 and 5) the applicant provides details of the Quality and Delivery
of the project detailing the following:
 Project Plan and Quality Assurance
 Project Team Structure
 Demonstration of Skills & Details of proposed Contractors
 Project Timeline
 Risks and Mitigation
 Measurement and Verification – please note that applications should provide for
capturing data related to energy performance for a period of 3 years post-completion
of works.
 Customer Engagement
 PES Involvement
 Health and Wellbeing, especially ventilation, airtightness and summer overheating

21
 Section 4 - Quality & Delivery
4.1: Project Plan & Quality Assurance (QA)
The project plan, and quality assurance are critical to the delivery of a high quality project.
Please demonstrate that a robust project plan for ensuring the project is delivered as described and to a high quality. This will include financing arrangements, completion
dates, mitigation of risks, tendering, etc.
Quality assurance will be crucial to the project and the Deep Retrofit Pilot Programme. Demonstrate how quality assurance will be implemented across all elements of the
project, in line with the Quality Assurance guidance.

4.2: Project Team Structure, Project Management and Skills and Experience

Please demonstrate organisational commitment by describing the structure of the project team. Demonstrate also the skills, capacity and relevant experience of the project
management team in delivering projects of similar scale to challenging timelines.
Similarly, demonstrate the skills and experience of the other identified members of the project teams, e.g. contractors, in delivering projects of this scale.
Please include details of other similar projects that are being cited as relevant experience.

4.3: Demonstration of Skills

Where members of the project team have accreditation relating to carrying out energy efficiency works, e.g. Qualibuild certification, please include details.

Outline Contractor proposed and Quality Assurance Approach of Contractor, or where Contractor not appointed provide details of Quality
Quality Management Assurance Approach that will be required by Contractor

Energy Advisor / Energy

Assessor
Project Manager

Fabric Contractor

Ventilation Contractor

Heating Contractor

BER Assessor & Registration No

Air Tightness Tester

Renewable Contractor

Quality Assurance Project

Supervisor

Figure 3

22
 3.4: Project Timelines
What is the estimated lead in time from receiving the letter of offer? Weeks

What is the estimated total time to complete the works from the date work starts on sit? Weeks

Total project timeline 0 Weeks

3.5: Risks and Mitigation

Please describe any risks to the delivery of the project as described and those that affect the timeline for delivery

Risks Mitigation

1) 1)

2) 2)

3) 3)

4) 4)

5) 5)

3.6: Data Monitoring

- Data monitoring is required for a period of 3 years post completion of works to record the energy performance of the upgraded dwellings and to provide SEAI with data on changes in
energy consumption.
- The guidelines specify the requirement for whole house electricity monitoring, heat pump energy consumption for both space and water heating and solar PV metering, where solar PV
installed.
- Please briefly describe the monitors proposed in each instance.
- Please describe how SEAI will be provided with access to the raw data.

3.7: Customer Recruitment

Describe how you promoted the project, engaged with potential customers and gained a commitment from them to avail of the works

3.8: Customer Engagement

- It is important for the customer to be engaged from end to end where significant energy efficiency measures and renewable energy technologies are being installed.
- It is also important that the customers be trained to use the technologies that have been installed in order to ensure their operation is in line with the design.
- Please describe how you intend to engage with the customers from the start of the project through to completion of works and training in the use of technologies and any other post-
occupancy follow-up.

3.9: Participating Energy Supplier (PES) Non-Financial Involvement

If a Participating Energy Supplier has a non-financial involvement in the project, please describe their involvement.

3.10: Health & Wellbeing

- Ventilation, including airtightness, overheating and daylighting are elements that can have an impact on the occupants’ health and wellbeing.
- Please describe how adequate ventilation is ensured post works. Calculations may be attached.
- Describe the designed measures for the ensuring a high level of airtightness.
- Also provide a description of how potential summer overheating has been addressed.
- Describe any other elements that may potentially improve the health and wellbeing of the building occupants.

Figure 4

23
10.2 Project Summary Tab

The project summary tab gives a summary of the projects and details the financial
arrangements.

The “Project Summary” tab is divided into six sections. The administration area in Figure 6
contains information relating to the project.

The administration details (Figure 5) is divided into two sections as follows:

Project Proposal

Select No of Sub Projects

5 Note a sub project is required for a change in dwelling type/ construction type/ year of construction/ floor area/ energy efficiency measures
1
(1 to 12)

Fuel Poor / Non Fuel

Dwelling owned by: Grant Beneficiaries:
Project Location: Poor
Project Summary (Provide details of dwelling locations)
(Local Authority / Voluntary Housing Association
(only applicable for
(Name of each Commercial Organisation/Charity/ Public Body
/ Private Homeowner) or Confirmation that grant will go to individual home owners)
Private homeowners)

Sub Project 1: Non Fuel Poor

Sub Project 2: Fuel Poor

Sub Project 3: Non Fuel Poor 2

Sub Project 4: Fuel Poor

Sub Project 5:

Figure 5

1) Project Proposal
The number of “Sub Projects” are selected under Project Proposal. A sub-project includes
all units of the same:
a. dwelling type,
b. construction type,
c. year of construction,
d. floor area
e. energy efficiency measures proposed.

For each change in any of the above elements, a new sub-project must be provided for
and must include all units where the five elements above are the same.

2) Project Summary

The second section – Project Summary - must be completed detailing the project location
of each of the sub projects, the type of organisation benefitting from the work (i.e. Local
Authority, Voluntary Housing Association or Private Homeowner), whether they qualify as
‘Fuel Poor’ (see Section 6.1) and the grant beneficiaries. These can be common across the
10 sub projects. Where the grant beneficiaries are individual home owners, details of the
home owners are not required as part of the application just reference to the grant being
given to the homeowners.

The summary data from the Sub-Project tabs is divided into two sections as follows:
Summary of Project Proposal - Energy Data
Proposed Post
Pre Works Air Proposed Post Proposed Post Proposed Renewable
Year of Pre Works Pre Works BER Works Air Difference in Total Saving
Dwelling Type No of Units Construction Type Permeability Works BER Works BER Contribution Total Floor Area m2 % Savings
Construction BER Grade kWh/m2/yr Permeability Test kWh/m2/yr kWh
Test m3/hr/m2 Grade kWh/m2/yr kWh/m2/yr
m3/hr/m2

1 Mid Terrace House 10 1978-1982 Cavity Wall E 315 10 A3 71.75 3.00 243.25 29.90 830.00 201,897.50 0.77

Figure 6

24
Figure 7 imports the technical data for each sub project. It includes:
 Dwelling Type
 No of Units
 Year of Construction
 Construction Type
 Pre and Post BER Grade
 Pre and Post kWh/m2/yr
 Pre and Post Air Permeability Test
 Floor Area
 Renewable Contribution

The tool then calculates the % saving and Total Energy Credits. The applicant has no inputs in
this section.
The next section (Figure 7) contains the costs of proposed upgrades.
Summary of Project Proposal - Financial
Pressurisation Funded
Total Cost per Fraction of Domestic BER Fraction of Fraction of Eligible Eligible VAT per Funded Project
No of Units Test Cost per Project Cost Eligible VAT €
Unit € Eligible VAT Cost per Unit € Eligible VAT VAT unit Cost €
Unit € per Unit €

only eligible if only eligible if only eligible if Revenue

Revenue exemption Revenue exemption exemption letter
letter submitted letter submitted submitted

5 37,500 0.135 200.00 0.23 500 0.23 38,200 5,224 191,000 26,118

Figure 7

The capital cost per unit are imported from the Sub Project tabs. The applicant can then add
Eligible VAT, BER Costs and Pressurisation Test Costs per unit as applicable. Note to include
VAT within the grant, the beneficiary must demonstrate with a letter from the Revenue
Commissioner that they cannot reclaim VAT, i.e. are not registered for VAT and/or do not have
VAT recovery status for the specific costs.

The next section (Figure 8) outlines the percentage of Grant being requested and the Project
Management Costs for the overall project. (Note: this example is for a project with 5 homes).

Figure 8

SEAI will provide funding of 50% of the total capital costs and project management (including
BER consultancy and design). SEAI will provide a much higher rate of subvention, up to 95%,
for voluntary housing association homes and the homes of those that are in energy poverty
(see Section 6.1). However, this is only available as part of a wider project that includes non-
energy poor homes and the energy poor component must make up no more than 25% of the
total number of homes in each project.

25
The technical risk analysis allows applicants to indicate how they plan to address Thermal
Bridging and Solar Overheating.
Technical Risk Analysis Outline potential and proposed actions to address
Thermal Bridging - Shall retrofit work comply with Annex H of
Yes
SR 54
Further Details of Thermal Bridging Analysis

Has Overheating Analysis been carried out Yes

Further Details of Overheating Analysis

Figure 9

The applicant is required to complete the final section, Figure 12, to detail the sources of
financing for the project and the proposed contribution from each source.

% of Funding from Other

Finance Details of Organisation Funding €
Sources
Grant 54.6% 45,470.00
PES -
Government Organisation Local Authority 40.1% 33,379.24

EU Commission -

Private Resources -

Participating Energy Supplier PES 1 5.0% 4,162.00

Low Interest Rate Funding

Figure 10

10.3 Sub Project Tab

A Sub Project Tab must be completed for each sub project. As outlined in Section 4, a sub
project represents a change in any of the following:
a. dwelling type,
b. construction type,
c. year of construction,
d. floor area
e. energy efficiency measures proposed.

The tab is divided into 2 sections:

 The summary section (Figure 11) details the type, construction, age and energy use.
 The detail section (Figure 13) details the proposed upgrades

Dwelling Type Semi Detached House

No of Units 6
Year of Construction 1978-1982
Construction Type: Cavity Wall
Pre Works BER No:
Pre Works BER Grade E1
Pre Works BER kWh/m2/yr 325
Pre Works Air Permeability Test m3/h/m2 12.3
Post Works BER Grade A3 Proposed Value that Applicant is commiting to achieving
Post Works BER kWh/m2/yr 68 Proposed Value that Applicant is commiting to achieving
Post Works Air Permeability Test m3/h/m2 3.9 Proposed Value that Applicant is commiting to achieving
Renewable Contribution kWh/m2/yr 23 Proposed Thermal Equivalent that Applicant is commiting to achieving
Floor Area of Dwelling Type (m2) 80
Wall Area of Dwelling Type (m2) 95 Average value for this building type, excluding window and door area
Cost of Supported Measures 37,500.00

Figure 21

26
1) The Dwelling Type is selected from a drop-down menu:

Figure 12

2) The number of units in the Sub Project is entered.

3) The Year of Construction and Construction Type is selected from a drop down menu.
4) A published Building Energy Rating is required for each sub project.
Details of the BER number, grade, floor area and kWh/m2/yr is taken from the published
BER and entered by the applicant.
5) The applicant also includes a copy of the pressurisation test results for each sub project
and the applicant enters the results in the workbook in m3/hr/m2.
6) The post works BER grade and kWh/m2/yr are based on updating the published BER with
the expected upgrades. These are not taken from a published BER as the works will not
have been completed but commits the applicant to achieving the grade and energy use
post works.
7) The Post Works Air Permeability Test again is based on a commitment to achieving a level
rather than actual test results.
8) For the post works DEAP file, the applicant should select “New Dwelling – Final” as the
Type of Rating in the DEAP software. While the dwelling is existing, this will allow the
renewable contribution to be determined. In the Results tab, under Building Regulation
Part L 2011 Conformance, the applicant should take the “Total thermal equivalent”
renewable contribution, see Figure 14 and include in application form.

The energy savings section (Figure 13) is divided into two sections as follows:

Proposed Energy Upgrades

Cost of individual Total Cost of

Description of Minimum Data Required for Description of Minimum Data Required Proposed Additional
Supported Measures Existing Specification elements of Total measure per
Existing Specification for Existing Specification Specification Information
Cost (Ex VAT) Unit (ex VAT)

Proposed U Value of each element (W/m2K)

Existing U Value of each element (W/m2K) Area of each element to be Upgraded (m2)
Wall Insulation
Area of each element (m2) Thickness of Insulation
Conductivity of Insulation
Proposed U Value of each element (W/m2K)
Existing U Value of each element (W/m2K) Area of each element to be Upgraded (m2)
Roof Insulation
Area of each element (m2) Thickness of Insulation
Conductivity of Insulation
Existing U Value of each element (W/m2K) Proposed U Value of each element (W/m2K)
Solar Transmission through glazing Solar Transmission through glazing
Windows/ Doors Upgrade
Light Transmission through glazing Light Transmission through glazing
Area of each element (m2) Area of each element to be Upgraded (m2)
Proposed Heat Pump
Efficiency of Heat Pump for Space Heating

Figure 13

1) The applicant must provide details of the proposed energy upgrades.

2) The energy upgrades are divided into 2 types, supported measures and non-supported
measures. Supported Measures include fabric upgrades, ventilation strategy, renewable
technology etc.
27
3) It is important that the applicant details the costs of all elements of a measure in the Cost
of individual elements of Total Cost (Ex VAT) column, e.g.:

Cost of individual Total Cost of

Description of Minimum Data Required Proposed Additional
elements of Total Cost measure per Unit
for Existing Specification Specification Information
(Ex VAT) (ex VAT)

1) CWI: €xxx
Pump cavity and
2) EWI: €xxx
external wall insulation
3) €xxx to remove/reinstate
Proposed U Value of each element (W/m2K) EPS to achieve 0.15
X metres of fascia to
Area of each element to be Upgraded (m2) W/m2K
address thermal bridge €xxxxx for 1+2+3+4+5
Thickness of Insulation 120m2
4) €xxx to dig up ground to
Conductivity of Insulation 50mm residual cavity +
bring EWI 150mm+ below
100mm EWI
floor level
0.034 / 0.033
5) etc

Proposed Heat Pump Make and model 1) €xxx Removal of existing

Efficiency of Heat Pump for Space Heating 375% space heating system
based on DEAP Heat Pump Tool 22% heat pump 2) €xxx supply and fit of HP
Efficiency of Heat Pump for Hot Water based on Underfloor heating and 3) €xxx to install underfloor
€xxxxx for 1+2+3+4+5
DEAP Heat Pump Tool radiators heating
Type of Heat Emitter 6kW 4) €xxx for manifolds,
kW of proposed Heat Pump Time, temperature and magnetic filters
Proposed Heating and DHW Controls zone 5) €xxx for X no. radiators

4) For each category, the existing specification and proposed specification of the upgrade is
also completed by the applicant. The tool gives the minimum data that must be provided
for each proposed measure and it is important that the details are input for existing
specification as well as well as proposed specification

Supported Measures
Measure: Existing Specification Proposed Specification
Proposed U Value of each element
(W/m2K)
Existing U Value of each element
Area of each element to be Upgraded
Wall Insulation (W/m2K)
(m2)
Area of each element (m2)
Thickness of Insulation
Conductivity of Insulation
Proposed U Value of each element
(W/m2K)
Existing U Value of each element
Area of each element to be Upgraded
Roof Insulation (W/m2K)
(m2)
Area of each element (m2)
Thickness of Insulation
Conductivity of Insulation
Proposed U Value of each element
(W/m2K)
Existing U Value of each element
Area of each element to be Upgraded
Floor Insulation (W/m2K)
(m2)
Area of each element (m2)
Thickness of Insulation
Conductivity of Insulation
Existing U Value of each element Proposed U Value of each element
Windows/ Doors 2
(W/m K) (W/m2K)
Upgrade
Solar Transmission through Solar Transmission through glazing
28
 glazing Light Transmission through glazing
Light Transmission through Area of each element to be Upgraded
glazing (m2)
Area of each element (m2)
Proposed System
SFP
Heat Recovery
Details of Existing Ventilation Heat Recovery Efficiency
Ventilation
No of Wet Rooms & Kitchen
Controls
Proposed System
Whole House Extract SFP
Details of Existing Ventilation
Ventilation No of Wet Rooms & Kitchen
Controls
Proposed Heat Pump
Efficiency of Heat Pump for Space
Existing Heating System Heating based on DEAP Heat Pump Tool
Capacity of Existing System Efficiency of Heat Pump for Hot Water
Heat Pump
Efficiency of Existing System based on DEAP Heat Pump Tool
Existing Heating & DHW Controls Type of Heat Emitter
kW of proposed Heat Pump
Proposed Heating and DHW Controls
Certified wood Existing Heating System
kW output of stove
burning (only) room Capacity of Existing System
% efficiency of stove (certified)
heating stove Efficiency of Existing System
Heating Capacity (kW)
Existing Heating System Electric Capacity (kW)
Capacity of Existing System Heating efficiency
CHP Efficiency of Existing System Electric efficiency
Existing Heating and DHW Expected run hours of CHP
Controls % of heating/hw energy served by CHP
Proposed Heating and DHW Controls
Existing Heating System Heating Capacity (kW)
Capacity of Existing System Heating efficiency
Biomass Boiler Efficiency of Existing System % of Heating/DHW energy served by
Existing Heating and DHW Biomass
Controls Proposed Heating and DHW Controls
kW rating of panels
No of Panels
Type of Panel
Photovoltaics -
Orientation to be installed
Angle of Panel
% of Overshading
Aperture area of Panel
Type of Panel, (ηo and a1 if known)
Type of Existing system
Orientation to installed
Solar Panels Efficiency of Existing system
Angle of Panel
Existing Controls
% of Overshading
Size of DHW Tank and dedicated solar
29
 storage volume
Insulation on Tank
Proposed Controls
Is the Solar Panel supplementing
heating?
Non-Supported Measures
Measure Existing Specification Proposed Specification
Existing Heating System Heating Capacity (kW)
Capacity of Existing System Heating efficiency
Non Renewable
Efficiency of Existing System Fuel
Heating Upgrade
Existing Heating and DHW Proposed Heating and Hot Water
Controls Controls
Lighting Upgrade Existing Specification Proposed Specification

Provide technical data of existing Provide technical data of proposed

Other
system system

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31