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Resource: EPI-SoHo Approach and Implementation Technique - Assessment

Name of organisation: IEE project "EPI-SoHo"

Type of ressource: guidance documents

Addressed barriers:

  • managerial

Addressed users:

  • building user (social housing organization)
  • building owner
  • O&M staff
  • project manager
  • design team
  • contractor
  • public decision maker


  • English

Process stage:

  • national/ regional strategy development
  • organisational strategy development
  • pre- design phase (appraisal and strategic briefing)

Contact: Jean-Alain Meunier

Asset Management Project Management


The objective of this report is to provide guidance on the generic approach for large scale, cost-effective and high quality execution of Energy Performance Assessments that match the national or local context. This means the focus of this report lies on the modules "Initiative",
"Preparation" and "Execution of EP Assessments" in the EPI-SoHo-Approach as shown beside.

The step “Initiative” should define the framework for an Energy Performance Assessment in SHOs. In line with this the report starts with a description of the range of national requirements caused by the EPBD among the project partner countries. This range describes the "must" of a SHO concerning energy certificates as a first main driver for an EPA. The second chapter describes general "needs" of SHOs concerning energy and the relating energy data as further main drivers for EPA. Following the “added value” for SHOs is discussed by bringing together the “needs” and the “must”.

The added value of the EPI-SoHo approach can be quantified by several “indicators”. Since every SHO is unique, each will have its own approach and needs for additional data. They will use the information according to their own priorities. Each SHO has to decide which of the indicators are relevant for its needs and may even develop other indicators for its own special circumstances of EPAs.

The step of execution means to collect data through an inventory of basic data from drawings and other sources within the SHO and inspection of the buildings ‘in the field’ by using the inspection and quality protocol, processing of the data in the chosen EP-tool, calculate the current situation and possible packages of measures, deliver EP certificates, EP advice reports and set up a data-management system / database e.g. by a building typology.



Related Files
R_EPI-SOHO_3.pdf (946.1 kB)