HVAC Systems Encyclopedia

A comprehensive encyclopedia of heating, ventilation, and air conditioning systems

Energy Performance of Buildings Directive (EPBD)

Energy Performance of Buildings Directive (EPBD)

The Energy Performance of Buildings Directive (Directive 2010/31/EU, recast with Directive 2018/844/EU) establishes the European Union framework for energy performance in buildings, mandating Nearly Zero-Energy Building (NZEB) standards, Energy Performance Certificates (EPCs), periodic inspection of HVAC systems, cost-optimal methodology for energy requirements, and technical building systems automation. The EPBD requires member states to establish minimum energy performance requirements, certification schemes, and inspection protocols that directly impact HVAC system design, installation, commissioning, and operation across all EU countries plus Norway, Iceland, and Liechtenstein.

Regulatory Framework and Evolution

EPBD Development Timeline

Directive 2002/91/EC (Original EPBD, 2002):

  • Established energy performance calculation methodology
  • Introduced Energy Performance Certificates
  • Required inspection of boilers and air conditioning systems
  • Set minimum energy performance requirements

Directive 2010/31/EU (EPBD Recast, 2010):

  • Introduced Nearly Zero-Energy Buildings concept
  • Established cost-optimal methodology framework
  • Strengthened inspection requirements for HVAC systems
  • Required technical building systems optimization
  • Set 2021 deadline for all new buildings to be NZEB

Directive 2018/844/EU (Second Recast, 2018):

  • Introduced long-term renovation strategies
  • Established building automation and control systems (BACS) requirements
  • Strengthened electromobility infrastructure provisions
  • Enhanced smart readiness indicator concept
  • Extended focus to building stock decarbonization

Directive 2024/1275/EU (Third Recast, 2024):

  • Established 2030 and 2050 zero-emission building targets
  • Introduced renovation passports and building renovation plans
  • Strengthened energy performance standards
  • Enhanced financial mechanism requirements
  • Set phase-out timelines for fossil fuel heating systems

Member State Implementation

Transposition requirements: Member states must transpose EPBD provisions into national law within 18-24 months of directive adoption. Implementation varies significantly across EU countries based on:

  • Climate zones (heating/cooling degree days)
  • Building stock characteristics
  • Existing regulatory frameworks
  • Economic conditions
  • National energy policies

Key parameters set at national level:

  • Primary energy conversion factors (electricity, district heating, renewables)
  • Numeric Nearly Zero-Energy Building thresholds
  • Inspection frequencies and protocols
  • EPC rating scales and methodologies
  • Cost-optimal calculation assumptions

Nearly Zero-Energy Buildings (NZEB)

NZEB Definition and Requirements

EPBD Article 2 definition: “Nearly zero-energy building means a building that has a very high energy performance. The nearly zero or very low amount of energy required should be covered to a very significant extent by energy from renewable sources, including energy from renewable sources produced on-site or nearby.”

Quantitative implementation: Each member state establishes numeric indicators expressed as primary energy use (kWh/m²·year) with separate or combined limits for:

  • Primary energy demand: Total energy for heating, cooling, ventilation, domestic hot water, lighting, and auxiliary systems
  • Renewable energy fraction: Minimum percentage from renewable sources (on-site, nearby, or purchased)
  • Building envelope performance: Maximum heat transfer coefficient or maximum transmission losses

NZEB Thresholds by Member State

Example implementations (residential buildings):

Member StateMax Primary Energy (kWh/m²·year)Min Renewable FractionReference Standard
Germany45-60 (climate-adjusted)Not specified separatelyEnEV 2016, GEG 2020
France50 (average, Bbio + Cep thresholds)≥ 25% on-site or nearbyRT 2012, RE 2020
Italy30-90 (climate zones A-F)50% on-siteNational guidelines
NetherlandsPrimary energy ≤ 0 (BENG3)≥ 50% renewable (BENG2)BENG standards
Denmark20 (+ 1650 kWh/year total)Not specified separatelyBR18
Poland7025% on-siteWT 2021
SpainVariable by climate zoneNot specified separatelyCTE DB-HE
Belgium≤ 45 (E-level)10 kWh/m² on-siteEPB regulations

Non-residential NZEB requirements: Member states establish separate thresholds for offices, schools, hospitals, commercial, and industrial buildings, typically 20-40% more stringent than previous codes.

NZEB HVAC System Implications

High-performance envelope requirement: NZEB targets necessitate building envelope improvements that reduce HVAC loads:

Residential example (Central Europe climate):

  • Heating load reduction: 80-120 kWh/m²·year → 15-25 kWh/m²·year
  • Cooling load: Minimized through passive design (typically < 10 kWh/m²·year)
  • Ventilation heat recovery efficiency: ≥ 75% required to meet targets

HVAC technology selection criteria:

Heating systems for NZEB compliance:

  1. Heat pumps (air-source or ground-source):

    • Seasonal Performance Factor (SPF): 3.5-5.0 required
    • Preferred technology due to renewable electricity integration
    • Enables compliance without on-site renewable generation
  2. District heating from renewable sources:

    • Acceptable if primary energy factor ≤ 0.5-1.0 (country-dependent)
    • Must be from renewable or waste heat sources
  3. Biomass/pellet boilers + solar thermal:

    • Renewable energy source
    • Requires flue gas heat recovery for optimal performance
    • Often combined with PV for auxiliary electricity
  4. Hybrid systems:

    • Heat pump + condensing boiler
    • Optimized dispatch based on outdoor temperature
    • Cost-optimal in some climates

Ventilation requirements:

  • Mechanical ventilation with heat recovery: ≥ 75% efficiency (EN 13053)
  • Demand-controlled ventilation: CO₂ or occupancy-based
  • Maximum specific fan power: 1.0-1.5 W/(L/s) depending on country
  • Heat recovery bypass for free cooling

Cooling systems:

  • Passive measures prioritized (shading, thermal mass, night ventilation)
  • Active cooling: High-efficiency chillers (EER > 3.0) or reversible heat pumps
  • Free cooling integration where feasible

Renewable energy integration: To achieve NZEB status, typical residential building requires:

  • Photovoltaic system: 3-6 kWp (30-60 m² array)
  • Solar thermal: 4-8 m² collector area for DHW
  • Or: Equivalent renewable energy purchase with guarantees of origin

Energy Performance Certificates (EPC)

EPC Regulatory Requirements

EPBD Article 11-13 mandates:

  • All buildings sold or rented must have valid EPC
  • EPC validity: Maximum 10 years
  • EPC must be shown to prospective buyers/tenants
  • Public buildings > 250 m²: Display EPC prominently
  • Advertisement of buildings for sale/rent: Include energy performance indicator

EPC content requirements:

  1. Energy performance indicator (primary energy in kWh/m²·year or rating scale)
  2. Reference values (benchmarks for comparison)
  3. Cost-effective recommendations for improvement
  4. Information on building automation and control systems (post-2018 recast)

EPC Rating Methodologies

Assessment approaches (member state discretion):

Asset rating (most common):

  • Based on calculated energy performance under standardized conditions
  • Uses building characteristics, HVAC systems, envelope properties
  • Independent of actual occupant behavior
  • Reproducible and comparable
  • Calculation per EN ISO 13790 or equivalent national standards

Operational rating:

  • Based on metered energy consumption
  • Weather-normalized and occupancy-adjusted
  • Reflects actual performance
  • Used primarily for public/commercial buildings

Rating scales vary by country:

Member StateScaleBest PerformanceWorst PerformanceCalculation Standard
GermanyA+ to HA+ (< 30 kWh/m²·year)H (> 250 kWh/m²·year)DIN V 18599
FranceA to GA (< 50 kWh/m²·year)G (> 450 kWh/m²·year)Th-BCE 2012
UKA to GA (EER 92+)G (EER 1-20)SAP/SBEM
NetherlandsA+++++ to GA+++++ (≤ 0 primary energy)G (> 350 kWh/m²·year)NEN 7120
ItalyA4 to GA4 (EP < 0.4 × reference)G (EP > 3.5 × reference)UNI TS 11300
DenmarkA2020 to GA2020 (≤ 27 kWh/m²·year)G (> 240 kWh/m²·year)SBi 213

HVAC System Impact on EPC Rating

Calculation inputs for HVAC contribution:

Heating system:

  • Generator efficiency (seasonal): Condensing boiler 95%, standard boiler 85%, heat pump SPF 3.5-4.5
  • Distribution losses: Insulated pipes in heated space 5%, uninsulated 15-25%
  • Emission efficiency: Radiant floor 98%, radiators 95%, air system 90%
  • Control efficiency: Weather compensation + room control 95%, room control only 90%

Ventilation system:

  • Specific fan power (W/(m³/h)): Central AHU 1.2-2.0, decentralized 0.5-1.0
  • Heat recovery efficiency: 75-95% (EN 13053 certified)
  • Duct leakage: Class A (3%), B (5%), C (10%)
  • Control strategy: Demand-control ventilation credited 10-20% reduction

Cooling system:

  • Seasonal energy efficiency ratio (SEER): 3.0-6.0 depending on technology
  • Distribution efficiency: Similar to heating
  • Free cooling credit: 30-50% cooling load reduction where applicable

Domestic hot water:

  • Generator efficiency: Heat pump 2.5-3.5, solar thermal 50-80% fraction, boiler 85-95%
  • Distribution losses: Circulation system 10-25%, instantaneous heaters 3-5%
  • Solar thermal integration: Credited as renewable energy fraction

Typical impact magnitudes:

  • Upgrading boiler (85% → 95% efficiency): Improves rating by 5-10 kWh/m²·year
  • Installing mechanical ventilation with heat recovery: 10-20 kWh/m²·year improvement
  • Heat pump replacement of fossil fuel system: 30-60 kWh/m²·year improvement (depends on grid electricity primary energy factor)
  • BACS installation (Class B): 5-15% control factor improvement

EPC Assessor Qualifications

Competency requirements (EPBD Annex I):

  • Technical competence in building construction, energy efficiency, HVAC systems
  • Qualification pathway: Engineering degree, specialized training, and examination
  • Independence requirement: No conflict of interest with building owner/contractor
  • Registration with national certification body
  • Continuing professional development

HVAC-specific assessment competencies:

  • Identify heating/cooling generation equipment and efficiency class
  • Assess distribution system configuration and insulation
  • Evaluate ventilation system type and heat recovery
  • Verify control system capabilities
  • Determine domestic hot water system characteristics
  • Calculate auxiliary energy consumption

HVAC System Inspection Requirements

Heating System Inspection (Article 14)

Inspection mandate: Member states must establish regular inspection of accessible parts of heating systems with effective rated output > 70 kW (commonly lowered to 20 kW by member states).

Inspection frequency:

  • Systems > 70 kW: Every 1-4 years (member state discretion)
  • Boilers > 20 years old: More frequent inspection required
  • Alternative: Advisory measures providing equivalent impact

Inspection scope:

  1. Generator efficiency assessment:

    • Combustion efficiency measurement (CO₂, O₂, CO, stack temperature)
    • Comparison to manufacturer rated efficiency
    • Efficiency degradation identification
  2. System dimensioning:

    • Generator capacity vs. building heat load
    • Identification of oversizing (> 30% indicates poor match)
  3. Control system evaluation:

    • Weather compensation functionality
    • Room temperature control capability
    • Scheduling and setback implementation
    • Hydraulic balancing status
  4. Distribution system:

    • Pipe insulation adequacy
    • Circulation pump efficiency and control
    • Hydraulic separation where required

Inspection report requirements:

  • System efficiency rating
  • Comparison with current standards
  • Cost-effective improvement recommendations
  • Expected energy and cost savings from recommendations
  • Advisory on replacement vs. improvement

Air Conditioning System Inspection (Article 15)

Inspection mandate: Member states must establish regular inspection of accessible parts of air conditioning systems with effective rated output > 70 kW (or 12 kW for split/VRF systems as commonly implemented).

Inspection frequency:

  • Systems > 70 kW: Every 1-5 years (member state discretion)
  • Systems 12-70 kW: May require less frequent inspection
  • Alternative: Electronic monitoring systems providing equivalent information

Inspection scope:

  1. Refrigeration equipment efficiency:

    • Refrigerant charge verification (superheat/subcooling)
    • Evaporator and condenser cleanliness
    • Compressor performance indicators
    • System EER/SEER vs. rated performance
  2. Air-side system evaluation:

    • Filter condition and pressure drop
    • Fan power consumption and efficiency
    • Duct leakage indicators
    • Air flow rate verification at representative points
  3. Control system functionality:

    • Temperature and humidity control accuracy
    • Occupancy-based or schedule control implementation
    • Free cooling activation (if equipped)
    • Variable flow control operation
  4. System sizing appropriateness:

    • Installed capacity vs. cooling load
    • Simultaneous heating/cooling occurrence
    • Zone control effectiveness
  5. Maintenance status:

    • Filter replacement schedule adherence
    • Refrigerant leakage history
    • Condenser water treatment (if applicable)
    • Documentation of previous maintenance

Inspection report recommendations:

  • System replacement economic analysis
  • Efficiency improvement measures
  • Control optimization opportunities
  • Maintenance schedule compliance requirements

Combined Heating and Cooling System Inspection

For systems providing both functions: Complete assessment addressing both heating and cooling inspection scopes with additional evaluation of:

  • Seasonal changeover control
  • Simultaneous heating and cooling prevention
  • Heat recovery between heating and cooling zones
  • Integrated control strategy optimization

Alternative to Inspections: Building Automation Systems

EPBD 2018/844 Article 14(4) and 15(4) alternative: Member states may establish provisions allowing electronic monitoring and control systems to substitute for physical inspections where such systems:

Minimum functionality for inspection exemption:

  1. Continuous monitoring of energy efficiency
  2. Benchmarking and comparison with typical performance
  3. Alert generation for efficiency degradation
  4. Remote communication to facility manager or service provider
  5. Interoperability with building automation systems

Typical implementation:

  • Class B or higher building automation system (EN 15232)
  • Connected to heating/cooling generation equipment
  • Energy monitoring at system and subsystem level
  • Automated fault detection and diagnostics (FDD)
  • Annual energy performance reporting

Acceptance criteria: Electronic monitoring provides equivalent or better information than periodic inspection at lower cost and higher frequency.

Technical Building Systems Requirements

Minimum Performance Standards (Article 8)

EPBD requires member states to set minimum energy performance requirements for technical building systems installed, replaced, or upgraded.

Covered systems:

  • Heating systems (generators, distribution, emission, control)
  • Cooling systems (chillers, refrigeration equipment, distribution)
  • Ventilation systems (fans, heat recovery, filters, controls)
  • Domestic hot water systems (generation, distribution, circulation)
  • Built-in lighting systems
  • Building automation and control systems
  • On-site renewable energy systems

Requirement levels typically reference:

  • Ecodesign Directive minimum efficiency requirements (Regulations 2009/125/EC framework)
  • EN product standards for performance testing
  • National efficiency standards exceeding EU minimums

Example minimum requirements (Germany, GEG 2020):

System ComponentMinimum RequirementReference Standard
Gas boilerCondensing type, ηs ≥ 92%EN 15502-1
Heat pump (air-source)COP ≥ 3.1 (A2/W35)EN 14511
Heat pump (ground-source)COP ≥ 3.8 (B0/W35)EN 14511
Chiller (air-cooled)SEER ≥ 3.8EN 14511
AHU heat recoveryη ≥ 75%EN 13053
AHU specific fan powerSFP ≤ 1.5 W/(m³/h)EN ISO 12759
Circulation pumpEEI ≤ 0.23Regulation 2009/641/EC
DHW storage tankHeat loss ≤ specifiedEN 12897

Installation Quality Requirements

EPBD Article 8 mandates member states ensure proper installation of technical building systems:

Implementation approaches:

  1. Installer certification and licensing:

    • Mandatory training and qualification for HVAC installers
    • Specialization by system type (heat pumps, ventilation, etc.)
    • Renewal requirements with continuing education
    • Registration with national authority
  2. Commissioning requirements:

    • Mandatory commissioning of systems > specified capacity threshold
    • Documentation of system performance testing
    • Control system functional testing
    • Handover documentation to building owner
  3. Documentation requirements:

    • System design calculations and equipment schedules
    • Installation drawings (as-built)
    • Operation and maintenance manuals
    • Commissioning test results
    • Inspection and maintenance schedules

Example: Heat pump installation (EN 15450 compliance):

  • Sizing calculation documented (heat load, design temperatures)
  • Hydraulic schematic showing integration with distribution system
  • Control wiring and sensor placement documented
  • Commissioning test: COP measurement at specified conditions
  • Owner training on operation and setpoints
  • First-year inspection requirement

Building Automation and Control Systems (BACS)

EPBD 2018/844 Article 8(1) requirement (effective March 2020): “All new buildings and buildings undergoing major renovation with a rated power for heating, cooling, or ventilation systems exceeding 290 kW must be equipped with building automation and control systems (BACS).”

BACS functionality requirements (Annex IA):

  1. Continuous monitoring, logging, and analysis of energy use and system efficiency
  2. Benchmarking of energy efficiency, detection of losses, and informing maintenance personnel
  3. Ability to generate alerts for building manager or service technician
  4. Capability for interoperability with building systems and connected devices
  5. Ability to operate independently of manufacturer’s proprietary technologies

EN 15232-1 BACS classification:

Class A (High energy performance):

  • Integrated building automation system
  • Individual room control for heating, cooling, ventilation
  • Demand-based control (occupancy, CO₂, temperature)
  • Optimal start/stop algorithms
  • Energy monitoring and reporting by zone and system
  • Fault detection and diagnostics
  • Energy saving vs. reference: 25-35%

Class B (Advanced control):

  • Central building management system
  • Zone-level control with scheduling
  • Weather compensation for heating/cooling
  • Automated monitoring with alarm generation
  • Energy saving vs. reference: 15-25%

Class C (Standard control):

  • Local control devices (thermostats, switches)
  • Manual or time-based scheduling
  • No central monitoring or optimization
  • Reference class (0% saving)

Class D (Non-energy efficient):

  • Manual control only
  • No automation or scheduling
  • Energy penalty vs. reference: +10-20%

BACS requirement interpretation: Systems > 290 kW must achieve minimum Class B or C (member state discretion), with Class A strongly encouraged through incentives.

Typical BACS energy savings (EN 15232-1):

  • Office building: 30-40% HVAC energy reduction (Class A vs. Class D)
  • Residential building: 20-25% reduction
  • Educational building: 25-35% reduction
  • Hospital: 15-20% reduction (24/7 operation limits savings)

Smart Readiness Indicator (SRI)

EPBD 2018/844 Article 8(3) introduced optional Smart Readiness Indicator: “The Commission shall establish an optional common EU scheme for rating the smart readiness of buildings (Smart Readiness Indicator – SRI).”

SRI purpose:

  • Assess building capability to adapt operation to occupant needs
  • Evaluate optimization of energy use and grid interaction
  • Measure building readiness for demand response and flexibility services

SRI domains:

  1. Heating systems: Efficiency control, demand response capability, predictive control
  2. Cooling systems: Similar to heating plus free cooling utilization
  3. Domestic hot water: Efficient generation, demand management, renewable integration
  4. Controlled ventilation: Indoor air quality optimization, heat recovery, demand control
  5. Lighting systems: Occupancy-based control, daylight integration, dimming
  6. Dynamic building envelope: Automated shading, natural ventilation control
  7. Electricity generation: On-site renewables integration and storage
  8. Electric vehicle charging: Charging infrastructure with smart scheduling
  9. Monitoring and control: Energy management, predictive maintenance, data analytics

SRI scoring methodology (Commission Delegated Regulation 2020/2155):

  • Each domain assessed for functionality level (0-4 scale)
  • Weighted average across domains
  • Final score: 0-100% indicating smart readiness
  • Separate scores for three impact categories:
    1. Energy savings and efficient operation
    2. Comfort and convenience
    3. Flexibility and grid interaction

HVAC contribution to SRI: Advanced HVAC control systems typically contribute 40-60% of total SRI score in commercial buildings.

Cost-Optimal Methodology

Framework and Calculation Approach

EPBD Article 5 requirement: Member states must establish minimum energy performance requirements at cost-optimal levels, using standardized methodology per Commission Delegated Regulation 244/2012.

Cost-optimality definition: “The energy performance level which leads to the lowest cost during the estimated economic lifecycle.”

Calculation approach:

  1. Define reference buildings representative of building stock
  2. Identify energy efficiency measure packages (envelope, HVAC, renewables)
  3. Calculate energy performance for each package
  4. Calculate lifecycle cost (30 years typical analysis period)
  5. Identify cost-optimal performance level (minimum lifecycle cost)
  6. Compare with current national minimum requirements
  7. Adjust requirements if gap > 15% (EPBD mandate)

Global Cost Calculation

Calculation formula (EN 15459 and Regulation 244/2012):

$$C_g(τ) = C_I + \sum_{j} \left[ \sum_{i=1}^{τ} \left( C_{a,i}(j) \times R_d(i) \right) - V_{f,τ}(j) \right]$$

Where:

  • $C_g(τ)$ = Global cost over calculation period τ (years)
  • $C_I$ = Initial investment cost (construction or renovation measures)
  • $C_{a,i}(j)$ = Annual cost in year i for variant j (energy, maintenance, replacement)
  • $R_d(i)$ = Discount factor for year i
  • $V_{f,τ}(j)$ = Residual value of component/system at end of period τ
  • $j$ = Variant of energy efficiency measure package

Discount factor:

$$R_d(i) = \left( \frac{1}{1+r} \right)^i$$

Where:

  • $r$ = Real discount rate (2-4% for public sector perspective, 3-6% for private)

Cost-Optimal Analysis for HVAC Systems

Example calculation framework (Central European climate, multi-family residential):

Reference building:

  • 1000 m² heated floor area
  • Heat loss: 50 kW (50 W/m²)
  • Current heating: Standard gas boiler (85% efficiency)
  • No mechanical ventilation

Variant packages (HVAC focus):

Variant 1: Baseline (condensing boiler upgrade):

  • Condensing gas boiler (95% efficiency)
  • Weather compensation control
  • Hydraulic balancing
  • Investment: €8,000
  • Annual heating energy: 140 kWh/m²·year
  • Annual cost (€0.08/kWh): €11,200

Variant 2: Heat pump system:

  • Air-source heat pump (SPF 3.5)
  • Buffer storage
  • Weather compensation
  • Investment: €25,000
  • Annual heating energy: 40 kWh/m²·year equivalent (electricity)
  • Annual cost (€0.25/kWh): €10,000

Variant 3: Heat pump + ventilation with heat recovery:

  • Air-source heat pump (SPF 3.5)
  • Mechanical ventilation with 85% heat recovery
  • Demand-controlled ventilation
  • Investment: €45,000
  • Annual heating energy: 25 kWh/m²·year equivalent
  • Annual cost: €6,250 (heating) + €1,500 (ventilation) = €7,750

Variant 4: District heating connection:

  • District heating substation
  • Weather compensation control
  • Investment: €15,000 + €5,000 connection fee = €20,000
  • Annual heating energy: 120 kWh/m²·year
  • Annual cost (€0.09/kWh): €10,800

30-year global cost calculation (4% discount rate, public perspective):

$$C_g = C_I + 17.3 \times C_{annual} + C_{replacement,PV}$$

(17.3 = present value factor for 30-year annuity at 4%)

VariantInvestmentAnnual CostReplacement PVGlobal CostΔCost vs. Baseline
1: Condensing boiler€8,000€11,200€4,000€205,760€0 (baseline)
2: Heat pump€25,000€10,000€8,000€206,000+€240
3: HP + MVHR€45,000€7,750€12,000€191,075-€14,685 (optimal)
4: District heating€20,000€10,800€3,000€209,840+€4,080

Cost-optimal solution: Variant 3 (heat pump with mechanical ventilation and heat recovery)

Energy performance comparison:

VariantPrimary Energy (kWh/m²·year)CO₂ Emissions (kg/m²·year)NZEB Compliance
1: Condensing boiler147 (gas PE factor 1.05)28No
2: Heat pump72 (electric PE factor 1.8)11Borderline
3: HP + MVHR45 (electric PE factor 1.8)7Yes
4: District heating84 (DH PE factor 0.7)8Borderline

Interpretation: Cost-optimal analysis identifies that the most advanced HVAC solution (heat pump with heat recovery ventilation) provides lowest lifecycle cost while achieving NZEB performance. This drives national minimum requirements toward high-efficiency heat pump systems in new construction and major renovations.

Sensitivity Analysis

Key variables affecting HVAC cost-optimality:

  1. Energy price trajectories:

    • Higher gas prices favor heat pump solutions
    • Volatile electricity prices impact heat pump economics
    • District heating price regulation affects competitiveness
  2. Electricity primary energy factor:

    • Lower PE factors (more renewable grid) favor heat pumps
    • Country-specific values: 1.3 (France) to 2.5 (Poland)
    • Declining over time as grids decarbonize
  3. Discount rate:

    • Private perspective (5-7%): Favors lower investment, higher operation cost
    • Public perspective (3-4%): Favors higher investment, lower operation cost
    • Societal perspective (1-2%): Strong preference for high-efficiency systems
  4. Technology cost development:

    • Heat pump costs declining 3-5% annually (economies of scale)
    • Fossil fuel system costs stable or increasing (declining market)

Policy implication: Member states update cost-optimal calculations every 5 years to reflect changing technology costs, energy prices, and grid characteristics. This dynamic process progressively tightens minimum requirements.

Compliance Pathways and Documentation

New Construction Compliance Process

Typical approval workflow (varies by member state):

  1. Design stage:

    • Energy performance calculation per national methodology
    • Demonstrate compliance with minimum requirements
    • Submit calculation report with building permit application
    • HVAC system design documentation and equipment specifications
  2. Construction stage:

    • Installation by qualified/certified installers
    • Installation inspection by building control authority or third party
    • As-built documentation update if deviations from design
  3. Commissioning stage:

    • Functional performance testing of HVAC systems
    • Control system programming and verification
    • Air tightness testing (if required by national regulations)
    • Commissioning report documenting test results
  4. Completion stage:

    • Final energy performance calculation based on as-built conditions
    • Energy Performance Certificate issuance
    • Handover documentation to building owner (O&M manuals, drawings, controls)
    • Building control approval for occupancy

Major Renovation Requirements

EPBD definition of major renovation: “Renovation where the total cost of the renovation relating to the building envelope or the technical building systems is higher than 25% of the value of the building (excluding the value of the land) or where more than 25% of the surface of the building envelope undergoes renovation.”

Compliance approaches:

Option 1: Whole-building approach:

  • Building after renovation meets minimum energy performance requirements for new buildings (or less stringent requirements accounting for technical/economic feasibility)
  • Complete energy performance calculation
  • Full EPBD requirements apply (BACS if > 290 kW, etc.)

Option 2: Component approach:

  • Each renovated building element/system meets minimum performance requirements
  • HVAC system replacement: Must meet technical building systems requirements
  • Envelope renovation: Must meet U-value requirements for renovated elements
  • No whole-building energy calculation required

HVAC-specific major renovation triggers:

  • Replacement of heating generation equipment
  • Replacement of cooling generation equipment serving > 25% of building
  • Complete replacement or installation of mechanical ventilation system
  • Complete replacement or installation of building automation system

Documentation Requirements

HVAC-related documentation for EPBD compliance:

Energy performance calculation report:

  • Building geometry and envelope characteristics
  • Internal heat gains (occupancy, equipment, lighting)
  • Climate data (heating/cooling degree days, solar radiation)
  • HVAC system configuration and control description
  • Equipment efficiencies and performance data
  • Primary energy calculation with renewable energy fraction
  • Compliance margin with minimum requirements

HVAC system design documentation:

  • Heating/cooling load calculations per EN 12831 or equivalent
  • Equipment schedules with manufacturer, model, rated capacity, efficiency
  • Hydraulic/refrigerant piping schematics
  • Ductwork layouts and sizing calculations
  • Control sequence descriptions and sensor schedules
  • Pump and fan power calculations

Commissioning documentation:

  • Pre-functional checklists (installation verification)
  • Functional performance test procedures and results
  • System air/water flow measurements vs. design
  • Temperature control verification at representative conditions
  • Control system functional testing (scheduling, setpoints, sequences)
  • Deficiencies and resolution
  • Owner training records

As-built documentation for handover:

  • Updated drawings reflecting installed conditions
  • Equipment operation and maintenance manuals
  • Control system programming and user guides
  • Recommended inspection and maintenance schedules
  • Warranty information and service contacts

Summary: EPBD Impact on HVAC Practice

The Energy Performance of Buildings Directive fundamentally shapes HVAC engineering practice across the European Union through mandatory Nearly Zero-Energy Building targets, comprehensive Energy Performance Certificate schemes, periodic inspection requirements for heating and cooling systems, and technical building systems performance standards. HVAC designers must navigate member state-specific primary energy thresholds, renewable energy fractions, cost-optimal methodology requirements, and building automation mandates that collectively drive the specification of high-efficiency heat pumps, mechanical ventilation with heat recovery, advanced control systems, and integrated renewable energy systems. The progressive tightening of EPBD requirements through successive recasts establishes a clear trajectory toward zero-emission buildings by 2050, requiring HVAC professionals to prioritize electrification, renewable integration, demand flexibility, and lifecycle cost optimization in all building projects within EU jurisdiction.


Components

  • EPBD 2010 31 EU
  • EPBD Recast Requirements
  • Nearly Zero Energy Buildings NZEB
  • Energy Performance Certificates EPC
  • Cost Optimal Methodology
  • Building Renovation Requirements
  • Technical Building Systems Inspection
  • Automation Control Requirements