Calculation of smart readiness scores
ANNEX ISupplementary provisions
ANNEX I Calculation of smart readiness scores 1. The smart readiness of a building or building unit reflects the 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. 2. The smart readiness of a building or building unit is determined on the basis of the assessment of smart-ready services present or planned in, or relevant for, the building or building unit, and their functionality level. 3. 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. 4. The calculation of the smart readiness scores is based on pre-defined weighting factors in line with Annexes III, V and VII, the value of which may depend on climatic conditions and other relevant aspects, such as the type of building. 5. For expressing the smart readiness of a building or building unit, the methodology also allows the use of disaggregated smart readiness scores expressed as a percentage. The disaggregated scores may express smart readiness for one or more of the following: (a) three key smart readiness functionalities as highlighted in point 2 of Annex Ia, to Directive 2010/31/EU: (1) energy performance and operation; (2) response to the needs of the occupants; and (3) energy flexibility, including the ability of the building or building unit to enable participation in demand response. (b) the smart readiness impact criteria as defined in Annex II to this Regulation; (c) the smart readiness technical domains as defined in Annex IV to this Regulation. 6. The calculation of the smart readiness scores of a building or building unit relies on the assessment of the smart-ready services that are present, or planned at design stage, and on their functionality level. The assessment aims to determine with sufficient reliability what services are present or planned, and if so, the functionality level for each of those services. For this purpose, where they are available, digital models of buildings, including building information models or digital twins, may be used. The smart-ready services that can be present in a building are listed in a pre-defined smart-ready service catalogue as set out in Annex VI and are organised in pre-defined technical domains as set out in Annex IV. 7. The calculation of smart readiness scores is made in accordance with the following protocol: (a) in accordance with the catalogue of smart-ready services as set out in Annex VI to this Regulation, for each technical domain as set out in Annex IV to this Regulation, smart-ready services that are present are assessed and, for each one, the functionality level is determined according to the catalogue of smart-ready services. (b) in accordance with the catalogue of smart-ready services, and for each smart readiness impact criterion as set out in Annex II, the score I(d,ic) of each technical domain is determined, as follows: where: (1) d is the number of the technical domain in question, (2) ic is the number of the impact criterion in question, (3) N d is the total number of services in technical domain d , (4) S i,d is service i of technical domain d , (5) FL(S i,d ) is the functionality level of service S i,d as available in the building or building unit, (6) I ic (FL(S i,d )) is the score of service S i,d for impact criterion number ic , according to the service’s functionality level, (c) in accordance with the catalogue of smart-ready services, the maximum score of each technical domain for each impact criterion I max (d,ic) is determined, as follows: where: (1) FL max (S i , d ) is the highest functionality level that service S i,d could have according to the smart-ready service catalogue, (2) I ic (FL max (S i , d )) is the score of service S i,d for its highest functionality level, which means the maximum score of service S i,d for impact criterion number ic , (d) The smart readiness score expressed as a percentage for each of the impact criterion SR ic is determined using the weighting specified in Annex V, as follows: where: (1) d is the number of the technical domain in question, (2) N is the total number of technical domains (according to Annex IV), (3) W d,ic is the weighting factor expressed as a percentage of technical domain number d for impact criterion number ic , (e) smart readiness scores along the three key functionalities highlighted in Annex Ia, point 2 of Directive 2010/31/EU, SR f , are determined, using the weighting factors specified according to Annex III, as follows: where: (1) M is the total number of impact criteria according to Annex II, (2) W f (ic) is the weighting factor expressed in percentage of impact criterion number ic for key functionality f according to Annex III, (3) SR ic is the smart readiness score for impact criterion number ic . (f) the total smart readiness score SR may be calculated, as a weighted sum of the key functionalities’ smart readiness scores, as follows: where: (1) SR f is the smart readiness score for key functionality f , (2) W f is the weight of key functionality f in the calculation of the total smart readiness scores, with Σ W f = 1. (g) smart readiness scores of technical domains for each impact criterion SR d,ic may be calculated, as follows: where: (1) I(d,ic) is the score of domain number d for impact criterion ic , (2) I max (d,ic) is the maximum score of domain number d for impact criterion number ic .