This report describes the methodology for identifying and assessing cost-effective strategies for renovating urban districts towards far-reaching objectives regarding reducing carbon emissions and energy use. The report proposes different scenarios considering boundary conditions and different interventions on building envelopes and thermal systems. The proposed methodology builds on the methodology previously developed for individual buildings in IEA EBC Annex 56 (developed by the same main authors of this report), extending it to the level of districts/groups of buildings. Furthermore, it also makes use of results from other related Annexes. The idea is that the methodology supports decision-makers in evaluating the efficiency, impacts, cost-effectiveness and acceptance of various strategies for renovating urban districts, and in identifying suitable renovation strategies. The methodology defines the boundary conditions set for the assessments carried out, the research questions/hypotheses mainly investigated with the assessments, and the type of outputs generated from the assessments. It is intended that, based on the methodology developed, existing tools can be identified, or existing tools can be adapted to support the application of the methodology in case-specific assessments. In addition, an online Calculation Tool (Annex 75 CT) was developed to support the application of this methodology, which is available at: https://annex75.bim.energy and at https://annex75.iea-ebc.org/publications.@en

This report aims to identify both barriers that hinder energy-efficient renovation of buildings and drivers enabling the implementation of energy and cost-effective renovation of buildings and energy supply systems at the district level. Fifteen success stories regarding barriers and drivers were analysed in the first step. These success stories consisted of projects from seven European countries (Austria, Denmark, Italy, Portugal, Spain, Sweden and Switzerland) where energy-efficient and/or renewable energy measures had been successfully implemented at the district level. In the next step, different stakeholders involved in energy renovations at the district level were interviewed about their experiences to identify barriers and drivers. In total, 39 in-depth interviews from eight countries (Austria, Belgium, Germany, Netherlands, Portugal, Spain, Sweden and Switzerland) were carried out. The stakeholders included policymakers, renovation solution suppliers, energy solution suppliers, clients and beneficiaries, financing intermediaries and other intermediaries. The barriers and drivers were divided into the following categories: policy, legal aspects, economic aspects, social aspects, communication, technical aspects, and knowledge and training.@en

Renovation at district scale is a key strategy to reduce CO2 emissions by optimising the implementation of renewable energy sources and taking advantage of economy of scale. This paper focuses on analysing good practice examples on energy renovations at district scale. The paper adapts a qualitative research methodology in four phases, including the multi-perspective analysis of nine exemplary renovation projects in six European countries, including identification of drivers and barriers of different stakeholders.

It is found that the drivers for a district renovation are not restricted to energy savings, but typically also include improving the overall quality of life as well as the image and economic value of a district. Moreover, the need for financial models that can alleviate split-incentive problems between investors and resident organizations is identified.

Barriers for carrying out a district renovation include that there is a need to comply with energy standards, that the renovation scope had to be limited to avoid a noticeable rent increase and that resettling of tenants during the renovation is often not possible.

Lessons learned include that good communication amongst the different stakeholders, especially with residents, plays a key role for the success of the project. Furthermore, a strong leadership is needed to coordinate activities due to the great number of stakeholders.@en