SRI Observatory

SRI default calculation

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

Introduction

The SRI support team has produced the SRI assessment package (v4.5 being the latest version). It is comprised of a practical guide for the SRI calculation framework and a calculation spreadsheet. The spreadsheet is a representation of the methodology for calculating the SRI, based on the multi-criteria assessment method defined in the Commission Delegated Regulation 2020/2155. The spreadsheet is a tool to support the SRI testing and implementation in EU Member States. It includes a default service catalogue and weighting factors, while enabling the use of customised values.

Default service catalogue

The SRI assessment package produced by the SRI support team defines a service catalogue in which each technical domain is composed by several service groups, which contain smart ready services as in Table 1. Note that there are two service catalogues, a comprehensive one (i.e., B), and a reduced one (i.e., A).

Default service catalogue. SRI assessment package (v4.5).
Technical domain
Service group
Smart-ready service
Heating
Emission control

Distribution fluid temperature control

Heat control – demand side

Distribution pumps control

TES for building heating, excluding TABS
Heat control – supply side
Generator control

Sequencing of different generators

Information to occupants and facility managers
Report regarding system performance
Flexibility and grid interaction
Domestic hot water
Heat control – supply side
Storage – generator control
Sequencing in case of different generators
Information to occupants and facility managers
Report regarding system performance
Cooling
Cooling control – demand side
Emission control
Control of distribution fluid temperature
Control of distribution pumps in networks
TES for building heating, excluding TABS
Interlock avoiding
Cooling control – supply side
Generator control
Sequencing in case of different generators
Information to occupants and facility managers
Report regarding system performance
Flexibility and grid interaction
Ventilation
Air flow control
Supply air flow control at room level
Supply air flow control at the air handling unit level
Air temperature control
Heat recovery control
Supply air temperature at the air handling unit level
Free cooling
Information to occupants and facility managers
Report regarding system performance
Lighting
Artificial lighting control
Occupancy control for indoor lighting
Control artificial lighting based on daylight levels
Dynamic building envelope
Window control
Solar shading control
Opening control, combined with HVAC system
Information to occupants and facility managers
Report regarding system performance
Electricity
Locally generated electricity storage
Locally generated electricity self-consumption optimization
Combined Heat and Power generation control
Demand Side Management
Support of (micro) grid operation
Information to occupants and facility managers
Report regarding local electricity generation.
Report regarding local electricity storage.
Report regarding local electricity consumption
Electric vehicle charging
EV Charging
Capacity
Grid balancing
Connectivity
Monitoring and control
HVAC interaction control
Run time management of HVAC systems
Fault detection
Technical building system interaction control
Occupancy detection
Smart Grid integration
Information to occupants and facility managers

Central reporting of technical building system performance and energy use

Central reporting of technical building system performance and energy use

Override DSM control
Single platform that allows automated control, coordination between TBS and optimization of energy flow.

Several incremental functionality levels, ranging from 0 to 4, are defined in a technology neutral manner for each technical domain’s smart ready service. A higher functionality level reflects a smarter performance.

Default weighting factors

The SRI assessment package produced by the SRI support team defines default weighting factors for each of technical domains per impact criterion for 5 climatic zones in Europe (i.e., South-East Europe, North-East Europe, South Europe, West Europe, and North Europe). Such factors are different for residential and non-residential buildings. Also, the weighting factors of each key functionality in the total smart readiness score.

Contextual adaptations

Service catalogues ought to be defined by the Member States. As a result, different smart ready services per technical domain may be considered among European countries.
The definition of weighting factors of technical domains per impact criterion is the prerogative of Member States as well. The standard approach to define the weighting factors of certain technical domains (i.e., heating, domestic hot water, cooling, ventilation, lighting, and electricity) as the energy balance per climatic zones. The remaining technical domains’ weighting factors per impact criterion (i.e., dynamic building envelope, electric vehicle charging, and monitoring and control) are either fixed or equally distributed. For the calculation of the energy balance, energy performance in buildings assessments as per the energy performance certificates may be used. The climatic zones are defined by Member States, and it is possible to have diverse sets of weighting factors depending on the building type. Approaches for the weighting factors definition which deviate from the standard approach are also possible.
Member States shall also define the the weighting factors related to the influence of each key functionality in the total smart readiness score.
To avoid unfairly penalising a building or building unit, some smart-ready services may be omitted in the calculation of the smart readiness scores in case those services are not relevant for that building or building unit. Member States shall define the conditions for allowing such adaptations of the calculation procedure.
Member States may define additional considerations in terms of inclusiveness, connectivity, interoperability, cybersecurity, data protection, etc.

History of the SRI

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

SRI core methodology

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

SRI certificate

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

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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