SRI Observatory

SRI core methodology

The SRI core methodology defines the required framework for the calculation of the SRI. 

Introduction

As indicated by the Commission Delegated Regulation 2020/2155, the smart readiness of a building or building unit is determined based on the assessment of smart-ready services present or planned in, or relevant for, the building or building unit, and their functionality level. The smart readiness of a building or building unit is expressed by a rating that derives from a total smart readiness score expressed as a percentage and that represents the ratio between the smart readiness of the building or building unit compared to the maximum smart readiness that it could reach. Therefore, it assesses the effective capabilities of the building or building unit to adapt its operation to the needs of the occupants and the grid, and to improve its energy efficiency and overall in-use performance compared to a given potential.

Key functionalities, impact criteria and technical domains

The SRI methodology is structured in three key smart readiness functionalities (ƒ), as highlighted in point 2 of Annex Ia, to Directive 2010/31/EU, within which there are certain impact criteria (ἰc).

  1. Energy performance and operation.
    • Energy efficiency
    • Maintenance and fault prediction
  2. Response to user needs.
    • Comfort
    • Convenience
    • Health, well-being, and accessibility
    • Information to occupants
  3. Energy flexibility.
    • Energy flexibility and storage

The SRI assesses nine technical domains (d).

For each technical domain (d), smart-ready services $$(S_{i,d})$$ shall be defined by Member States, as part of a smart-ready catalogues, including their related functionality levels $$(FL(S_{i,d}))$$, and corresponding individual scores for each impact criterion $$(I_{ic}(FL(S_{i,d})))$$. The smart-ready catalogues shall reflect the state of art of smart-ready technologies, which may be different among building types. Hence, several smart-ready catalogues may exist. The smart-ready service catalogue shall define the maximum score of each technical domain for each impact criterion $$(I_{max}(d,ic))$$.

Member States shall define the respective weighting factors $$(W_{d,ic})$$ characterising the influence of each technical domain (d) on each impact criterion (ἰc). Such factors ought to be expressed as a percentage, the sum of which ought to be 100% for each impact criterion. Weighting factors may be different between building types. As a result, it is possible to obtain the smart readiness score for each impact criterion $$(SR_{ic})$$.

Member States shall define the respective weighting factors $$(W_{f,ic})$$ of relevant impact criteria (ἰc) within each key functionality (ƒ), which enables to obtain smart readiness scores $$(SR_{f})$$ along the three key functionalities. Next, the weighting factor $$(W_{f})$$ indicate the influence of each key functionality (ƒ) in the total smart readiness score $$(SR)$$. Ultimately, the ratio between the smart readiness of the building or building unit compared to the maximum smart readiness that it could reach results in the smart readiness rating. The ratio yields a rating based on the seven-class scale: 90-100%; 80-90%; 65-80%; 50-65%; 35-50%; 20-35%; <20%, ranging from highest to lowest smart readiness.

History of the SRI

Understand how the SRI came into being and learn about the different policy instruments that made it possible.

SRI certificate

The SRI certificate defines the required information to be included in the certificate resulting from the SRI assessment by an expert.

SRI default calculation

The SRI support team has produced an SRI assessment package to facilitate the SRI testing and implementation in EU Member States.

SRI assessment procedure


The SRI assessment aims to determine with sufficient reliability what services are present or planned in the building, and if so, the functionality level for each of those services.

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