Subtask B: Collection of Existing Case Studies and Implementation of Pilot Studies

Subtask B will collect examples of successful master plans that have been adapted for implementation and that have been partially implemented. It will also document pilot EMPs that will be developed to demonstrate tools and Guidelines resulted from the Annex research. Since the EMP is a part of long-term community planning, it is not expected that any case-study or a pilot project will demonstrate a complete or even a major realization of the EMP. Subtask B will build on case studies available from European Union Joint Research Center, the International District Energy Association “Campus” program, US DOE Zero Energy Accelerator Program, the US Army Net Zero Energy Water and Waste pilot program, the ESTCP[1] demonstration program report (see Section 11 for references), on examples of advanced energy systems collected for the District/Central Solar Hot Water Systems Design Guide (ASHRAE 2013), and on best practices from industry partners.


Subtask B outcome. Lessons learned derived from the analysis of Case Studies will be used in the description of technology approaches (Subtask C) to develop Guidance for Net Zero Energy Master Planning (Subtask D) and contribute to development of “Business, Legal and Financial Aspects of Net Zero Energy Master Planning” (Subtask F).

Subtask B includes two main subtasks:

  • Subtask B1. Collection of best practice existing Energy Master Plans (EMP).
  • Subtask B2 Description of pilot EMP project developed and executed under Annex 73.

Subtask B1 aims to provide a deep analysis of already implemented EMPs. This subtask will define key performance criteria that characterize effectiveness and efficiency of a chosen set of technologies and approach for each specific community. For these purposes, a special template will be developed and used for all project partners to evaluate their existing EMPs. In addition, all relevant information on implementation of EMPs will be collected and documented to provide a deep understanding how energy master plans were developed and how technical and economic barriers were solved. Subtask B1 will focus on EMPs that include: integration of renewables, energy efficiency of buildings, ICT and storage and energy exchange within communities, and the provision of energy resilience to mission critical facilities.

Each participating country will submit up to three descriptions of already implemented EMPs. However, the maximum number of submitted EMPs is not limited. The final report will include only the most relevant and ambitions lighthouse EMP.

Subtask B2 will bring together lead experts in energy master planning to work on pilot EMP development for the most challenging communities such as mixed public/private districts with various types of buildings. Special attention will be paid to military communities, universities, hospitals communities, etc. This subtask will be based on lessons learned in Subtask B1 and outputs from Subtask A on energy benchmarks and targets including resiliency. The result of this subtask will be presented in a same manner as the results of Subtask B1. This will allow a correct comparison of work done in both subtasks and will provide project stakeholders with relevant information that can be easily implemented in practice.

The main stakeholders for the Subtask B are real estate developers, city planners, local energy authorities, Energy Service Companies (ESCOs), and energy utility companies, all of which will have to be invited to participate and contribute to the project during national and international Annex 73 Workshops.


[1] Environmental Security Technology Certification Program (ESTCP)

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