Energy Performance Contracting

Energy Performance Contracting (EPC) is provision of energy services with a guaranteed outcome. The key principle is that the investments are financed from the resulting savings. It is a well-tested and successful tool that has been helping building owners reach their energy and climate targets more quickly than with traditional implementation of energy saving measures. Still there is potential for more use of EPC to reach unrealised saving potential in the public sector.

To promote the use of EPC a Guide to Energy Performance Contracting is developed. The guide introduces an improved implementation model based on the present market situation and experiences in Denmark, Sweden, Finland, Norway, Poland, Estonia, Latvia and Lithuania. The main novelty aspect being contract-based partnership during the analysis phase of EPC projects.

The toolbox includes a description of adapted tender documents proposing new selection criteria better suited to the goals of public building owners, as well as contract templates, an EPC presentation and a step-by-step guideline for starting up an EPC project.

All the Toolbox elements can be downloaded below.

Guide that introduces the improved implementation model for EPC with contract-based partnership during the analysis phase. The guide introduces the tools below.

Download a high resolution version for printing: Guide Energy Performance Contracting
In Norwegian: Guide Energy Performance Contracting (Norsk)
View a low resolution version of the guide online: Guide Energy Performance Contracting
In Latvian : Guide Energy Performance Contracting (Latvian)

Guideline that introduces the start-up of EPC. The target groups are EPC customers, building owners and property managers.
1 Guideline for EPC Customers – How to Start an EPC Project
1 Veileder for oppstart av EPC-prosjekt – Norwegian

EPC presentation and training kit – intended as basis for a training, a seminar or other presentations of EPC and the new implementation model with contract-based partnership in phase 1 – the analyses phase.
2 EPC Presentation and Training Material
2 EPC presentasjon, eksempel – Norwegian

Tender document for starting an EPC project. Compared to traditional EPC tender documents there are new award criteria, improved quality requirements, tender analyses of example buildings. The template is also adapted for partnership contract in phase 1, analyses.
3 Tender for Procurement of EPC Supplier. Template

Template that can be part of an EPC offer/bid and should be filled in by the EPC supplier/ESCO and submitted as an attachment to offer.
4 EPC Tender Analyses. Template

Template that can be part of the EPC tender and should be filled in by the building owner. The building owner fills in baseline data for it’s building stock and includes it as part of the tender documentation.
5 Baseline Data. Template

Template that can be part of an EPC offer/bid and should be filled in by the EPC supplier/ESCO and submitted as an attachment to offer.
6 Checklist for Qualification and Award Criteria. Template

Template contract that can be part of an EPC tender for the partnership model in phase 1, analyses. The contract is based on cooperation and the “open book principle”.
7 Partnership Contract for Phase 1 Analyses. Template

Template that can be part of the EPC tender, describing the layout and content of the project development report that will be the outcome of phase 1, analyses. 8 Project Development Report and Energy Analyses. Template

Template that can be part of an EPC offer/bid and is intended as an attachment to the Phase 3 contract and should be completed at the end of Phase 1.
9 Attachment to contract terms for Phase 3; Guarantee. Template
9 Tillegg til avtaledokument for fase 3 – mal – Norwegian

Model for Energy Performance Maintenance Contracts, EPMC

Templates for procurement of Performance-based services of ventilation, heating, cooling and controls in buildings.
Guideline and Templates for Energy Performance Maintenance Contracts, EPMC

Presentation in final conference
EPC presentation final conference I
EPC presentation final conference II

Video final conference
Energy Performance Contracting