Bank aus Verantwortung
Experiences with the KfW program
„Energy Efficient Renewal of Urban Areas“
Integrated Concepts for Urban Areas
Conference
Vilnius, 24/25 September 2015
Dr. Kay Pöhler
Vice President
Product Management Infrastructure
KfW
Part I: the
municipality‘s
perspective
Agenda
1
Energy Efficient Renewal of Urban Areas
-Facts and Figures
2
The Application Process
KfW Bankengruppe
More than 60 years of KfW - Financing with a public mission
› Promotional bank of the Federal Republic of Germany › Founded in 1948 as „Kreditanstalt für Wiederaufbau“ to
finance reconstruction after World War II › Shareholders: 80% Federal Republic,
20% federal states
› Headquarters: Frankfurt am Main Branches: Berlin and Bonn
› around 70 offices and representations worldwide › Financing volume (2014): EUR 74.1 billion
› Employees: 5.500
› Best rating: AAA/Aaa/AAA
Overlooking the Big Picture
Focussing on energy efficient renewal of urban areas
Basis: Energy concept of the German Government (2010)
Targets of a KfW program: „initiate broad und locally adjusted investments in energy efficiency and renewable energies (…)“
Neighborhood approach for energy efficient urban renewal renovation is explicitly
emphasized and corroborated in the governmental „action program climate protection 2020“ (Federal Ministry for the Environment and Building, 2014)
Refurbishment of Buildings
Energy Supply Systems
Renewable Energies
Urban Planning and Construction
Real Estate Industry
Energy efficient renewal of urban areas - Grant
Some general program facts
› Municipalities (direct)
› Other urban protagonists, particularly
municipally-owned companies, housing companies, private building owners (indirectly via the municipality)
Non-investive measures for Energy efficient renewal of urban areas: › A. Conceptualization:
max. 65 % of the costs (no ceiling); promotional period: 1 year › B. Refurbishment Management:
max. 65 % of the (personal-)costs; max. 150.000 EUR over 3 years
Designated Use Beneficiaries
Application Entitlement
Investment scope of energy efficient renewal
Further utilization of KfW promotional programs
204
1
151/152 Energy-Efficient Building Refurbishment (loan) 201/202 Efficient Supply in Urban Quarters (loan) 218/219 Energy-Efficient Building Refurbishment (loan) 204 Energy-Efficient Energy Supply (loan) 432 Integrated Neighborhood Concept and Implementation Manager (grant) 151/152 Energy-Efficient Building Refurbishment (grant)Private owners and housing companies Municipalities and municipally-owned companies 153 Energy-Efficient Building Construction (loan) 431 Construction Support School Town hall Promotion of urban development Initiatives of the Government, states and local
authorities
Programs of the European
Energy Efficient Renewal of Urban Areas - Grant
Commitment distribution by states per 30 June 2015
›
Since program implementation:532 commitments worth 30 Mio. EUR
›
Average commitment volume: 55 TEUR›
454 (85 %) Integrated neighborhood concept, 77 (15 %) Implementation manager›
Regional focus: Baden-Wuerttemberg, Saxony, Lower Saxony›
Key Factors:
Dedicated municipal authorities
Support from regional authorities
Qualified consultant infrastructure (urban planners, energy experts)Effective: 30.06.2015
Number of approvals (in %) Approval volume (in %)
Application Process
How to profit from
KfW‘s grant program (concept phase)
Application • Application formular • Signed by representative of municipality • Executive Summary of the project according program requirements • Cost estimate Approvement and Commitment • usually 3-4 weeks Concept Creation • about 12 months • can last longer in
case of tender and procurement Utilization Proof • 18 months after Commitment • Formular • Energetic concept • Statement of costs Approvement • Concept: Program requirements fulfilled? • Plausibility check • Cost check • Greenhouse gas reduction, energy savings Disbursement • usually 3-4 weeks after receipt of utilization proof formular
Municipality
2
Application Process
How to profit from
KfW‘s grant program (refurbishment management phase)
Application • Application formular • Signed by representative of municipality • Integrated energy concept • Skill requirements • Letter of intent • Cost estimate Approvement and Commitment • usually 1-2 weeks Refurbishment Management* • about36 months
• can last longer in case of tender and procurement Utilization Proof • 42 months after commitment • Formular • Statement of costs • Green house gas reduction, energy savings Approvement Final Disbursement
Municipality
* During Refurbishment Management Phase: Disbursement in ½ year steps (in arrear)
2
First Experiences in Germany with the KfW Program
Municipalities play the key role in the process (initiator, coordinator, investor)
Municipalities need perseverance (~ 4-5 years)
Intensive communication is a success factor to keep the engine running
…between various stakeholders on the neighborhood level
…between municipalities, government and grant provider (Germany: KfW)
Conclusion
Integrated energy concepts for urban areas are an ambitious approach to set
incentives for an energy tournaround (raise high potentials of energy efficiency and
energy savings and path the way for renewable energies)
Grants for concepts and refurbishment managers offers an opportunity to develop
tailor-made solutions for different requirements of urban areas
Approach can help to build sustainable structures (municipalities, experts in
managing integrated energy concepts, promotional institutions)
3
Thank you for your attention!
Dr. Kay Pöhler
Vice President
Product Management Infrastructure
KfW
Charlottenstraße 33/33a
10117 Berlin
E-Mail: kay.poehler@kfw.de
Phone: ++49 30 20264 – 5389
Fax: ++49 30 20264 – 5941
www.kfw.de
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