Energy Efficiency and Urban Renewal of a UNESCO-listed historical centre: The case of Porto. Álvaro Santos Paulo Valença José Pacheco Sequeira

Transcription

1 Organised by: With the support of: Energy Efficiency and Urban Renewal of a UNESCO-listed historical centre: The case of Porto Álvaro Santos Paulo Valença José Pacheco Sequeira

2 Agenda 1. Porto Vivo, SRU 2. Historic Centre of Porto World Heritage 2.1. Action Programme of Morro da Sé 2.2. Action Programme of Mouzinho / Flores Axis 3. How to promote energy efficiency in historic areas? 4. Solution: Technical Road Map 5. Solution: Fiscal Incentives for the Buildings Rehabilitation 6. Solution: Financial Instrument 7. Conclusion 2

3 1. Porto Vivo, SRU Joint stock publicly-owned company, created in November % Institute of Housing and Urban Rehabilitation 40% Porto City Council GOAL Urban and social renewal of Porto downtown district and historic centre 3

4 1. Porto Vivo, SRU STRATEGY - The re-housing of Porto downtown; - The business development and promotion of Porto downtown; - The commerce revitalisation; - The development of tourism, culture and leisure; - The improvement of public spaces. 4

5 2. Historic Centre of Porto World Heritage Urban Rehabilitation Area of the Historic Centre of Porto 5

6 2. Historic Centre of Porto World Heritage Two of Ten Operations Different Financial Models in the Same World Heritage Site

7 2.1. Action Programme of Morro da Sé No. BLOCKS: 11 PLANNING DOCUMENTS: 9 No. BUILDINGS: 228 CONSTRUCTED AREA: m 2 REHABILITATION NEED: m2 (96%) MEDIUM: m2 (25%) PROFOUND: m2 (46%) VACANT: m2 (37%) INHABITANTS: FAMILIES: % WITH 1 PERSON 50% > 65 years old INCOME PER PERSON: 250 7

8 2.1. Action Programme of Morro da Sé Buildings in Historic Centre of Porto: some examples 8

9 2.1. Action Programme of Morro da Sé Tangible Projects Public Space Improvement Porto City Council 1,2 M 62% ERDF Completed Students Residence Real Estate Investor selected by public tender 22 buildings GBA m2 125 bedrooms 6.3M 45% ERDF Ongoing works Tourist Accommodation Unit Real Estate Investor selected by public tender 6 buildings GBA m2 50 bedrooms 4.6M 40% ERDF Ongoing works Residence for the Elderly Partners: Porto City Council; Social Institution Extension and upgrading from 6 to 12 bedrooms 740 thousand Euros 66% ERDF Completed Resettlement Programme Partners: Porto Vivo, SRU; DomusSocial; Operational partners chosen by public tender 32 buildings GBA circa m2 8,1 M No. of families: 24 Estimated no. of social dwellings: 71 Ongoing works Urban Image and Energy Efficiency Estimated Total Investment: 40M Porto Vivo, SRU 57 buildings 1,9M 60% ERDF Ongoing works 36% Public 45% Private 19% ERDF (include studies, expropriations and private works of buildings) 9

10 2.2. Action Programme of Mouzinho / Flores Axis No. BLOCKS: 15 PLANNING DOCUMENTS: 12 No. BUILDINGS: 421 CONSTRUCTED AREA: m 2 REHABILITATION NEED BAD STATE OF CONSERVATION: 45% VACANT: 20% PARTIALLY VACANT: 40% USE ONLY COMMERCE 12% COMMERCE AND HOUSING 40% 10

11 2.2. Action Programme of Mouzinho / Flores Axis Buildings in Porto Historic Centre: some examples 11

12 2.2. Action Programme of Mouzinho / Flores Axis Tangible Projects Tangible Projects Public Space Improvement Porto City Council 7,8 M 79% ERDF Completed Museum and Archive Installation of S.ta Casa da Misericórdia S.ta Casa da Misericórdia do Porto 480 thousand Euros 53% ERDF Completed Modernization of Business Incubator Youth Foundation 36 thousand Euros 76% ERDF Completed Port Wine Tour Youth Foundation 71 thousand Euros 80% ERDF Completed Estimated Total Investment: 80M 3% Public 89% Private 8% ERDF (include studies, expropriations and private works of buildings) Energy Efficiency Improvement Not eligible 12

13 3. How to promote energy efficiency in historic areas? - How can this contribute to the goals of the Europe 2020 strategy? - How can this contribute to protecting a World Heritage Site? - How can this concern with Energy Efficiency be put into practice when renovating 15th century houses to 21st standards? 13

14 4. Solution: Technical Road Map Part of the solution: a partnership between Porto Vivo, SRU / Porto Energy Agency / Regional Directorate of Culture a technical road map The Regional Directorate of Culture has a binding opinion on the approval of projects 14

15 4. Solution: Technical Road Map FAÇADES Existing solution Solution of rehabilitation Existing solution Solution of rehabilitation Existing solution Solution of rehabilitation Mansory stone Aplication of thermal insulation of walls on the inside covered with light materials (plasterboard, wood or aglomerate of wooden) Mansory stone Aplication of thermal insulation of walls on the outside covered with basecoat applied on it type ETICS Mansory stone Aplication of thermal insulation of walls on the outside covered with a independent covering and a ventilated space between (slates). SPANS Existing solution Wood frames with simple glass and interior protection Solution of rehabilitation Introducing a seconde frame inside ( keeping the protection) 15

16 4. Solution: Technical Road Map Roofs and solar panel 16

17 4. Solution: Technical Road Map Solar panel 17

18 4. Solution: Technical Road Map Windows Traditional draw vs. double glass 18

19 5. Solution: Fiscal Incentives for the Buildings Rehabilitation Fiscal incentives for building rehabilitation are higher if owners introduce energy efficiency solutions. These must be certified by Porto Energy Agency in order to get the benefits. Exemption of the Property Tax for a maximum of 10 years, if the rehabilitation of the building includes energy efficiency solutions. 19

20 6. Solution: Financial Instrument Proposed Model: REENERGI.CHP Agenda JESSICA-type Fund for the Support of Renewing the Historic Centre of Porto World Heritage Financial Framework , Europe 2020 strategy Scope Rehabilitation of private buildings, classified as National Monument and World Heritage, with housing function, in the Historic Centre of Porto World Heritage Small landowners, attention to those with economic need or who house tenants with economic need, and with rents below market price Objectives Rehabilitation components: internal accessibility, infrastructure networks, common spaces and other areas with public dimension of private property, covering also the exterior image (facade and roof) Improvement of living conditions, comfort and quality of life Strong focus on the dimension of improving the energy efficiency of private buildings 20

21 6. Solution: Financial Instrument Proposed Model: REENERGI.CHP Eligibility For instance, the insulation of facades and roofs, in implementing bays with double glazing or framing and integrated with shading systems and solar systems for hot water and space heating. Eligibility for the rehabilitation work of the building may be of 100%, depending on the degree of financial need of the promoter as well as the energy rating achieved in design and on the construction site. The costs with the designs are also eligible. Funding Model maximum / medium / minimum bonus i) Maximum bonus: - fully occupied buildings by owners whose household incomes are below the national minimum annual wage; - mainly or fully rented buildings with social rents by at least 66% of its independent units; - designs/construction works with rating A+; 21

22 6. Solution: Financial Instrument Proposed Model: REENERGI.CHP Funding Model maximum / medium / minimum bonus ii) Minimum bonus: - mainly or fully occupied buildings by owners whose household incomes are two times above the national minimum annual wage; - designs/construction works with rating B; iii) Medium bonus: - in the conditions not included in the previous two classes. Estimated Fund Allocation 40 Million Euros Taking into account the state of conservation and the weight of the housing sector in the intervention area (60%), including the average costs for rehabilitation and the energy efficiency investment estimate. 22

23 6. Solution: Financial Instrument ERDF Regional OP (Norte 2020) FEDER National OP (POSEUR) JESSICA 2020 Grant Grant Grant Loan INTERMEDIATE BODY Porto Vivo, SRU REENERGI.CHP Loans to private owners / investors 23

24 Conclusion - In heritage Sites, like in Porto Historic Centre, there is a need of financial solutions to help the private owners to rehabilitate their buildings, which are a public / common good ( The rich and varied civil architecture of the historic centre expresses the cultural values of succeeding periods *) and under important regulatory preservation measures. - We need to integrate rehabilitation policies within urban growth and housing policies, at local, regional and national level. *

25 Obrigado! / Muchas Gracias! / Thank You! Energy Efficiency and Urban Renewal of a UNESCO-listed historical centre: The case of Porto Authors: Álvaro Santos, Pauto Valença, José Sequeira Porto Vivo, SRU Sociedade de Reabilitação Urbana da Baixa Portuense, S.A. Rua Mouzinho da Silveira, nº Porto Organised by: With the support of: