The HAPPEN methodology is based on a Background Work aimed to produce once-for-all basic outputs and aimed to integrate the deep energy retrofit markets of the EU Med area; such outputs are being tested through the HAPPEN pilot sites and living labs, and will be operated
Below you can find the publishable results of our project activities.
Work Package 1 – Management
D1.1 Strategic Action Plan
• interim and final targets based on time, cost and technical criteria
• description of the control procedures and processes
• identification of risks, risk analysis, risk‐management plan and quality assurance plan
• milestones, in order to identify progress towards and/or deviations from the planned activities
• sources of possible future problems
• information about all planned communication and publicity about the action, etc.
It includes the internal governance flows, communication channels and methods, as well as the standard procedures of the reporting to all relevant Consortium bodies and to the EC. It also includes the Quality and Risk Management Plan. It is meant as guideline for the management of project and running of its activities and should be used by the Project Coordinator and all Project partners..
D1.2 Monitoring and evaluation Plan
This document represents the Monitoring and Evaluation Plan (MEP) for the Project HAPPEN. The aim of the MEP is to manage the Project and track its progress with respect to the Strategic Action Plan (SAP), as well as to plan and undertake corrective actions and changes.
The Plan is structured into the following Chapters: Chapter 1 describes briefly the HAPPEN Project and the purpose and scope of MEP. Chapter 2 describes the methodological approach used to set up the MEP. Chapter 3 analyses the monitoring activity, the types of indicators that will be used and tools for tracking information. Chapter 4 focuses on the evaluation activity. Chapter 5 describes the Monitoring and Evaluation (M&E) matrix. Chapter 6 identifies roles in the Project and their specific responsibilities for monitoring and evaluation process.
The Methodology adopted by HAPPEN to perform the Monitoring and Evaluation activities is based on a self-assessment. HAPPEN staff constantly monitors its activities and functioning, and this is ensured by the Management structure of the Project as described in the Strategic Action Plan. The MEP will be carried out through combined use of two types of indicators: process indicators and result indicators.
The aspects of the Project that will be monitored, analysed and evaluated are the following: 1. the technical performance; 2. the time-schedule performance and 3. The cost performance of the Project. For each of the above listed categories, several indicators and monitoring and evaluation tools are identified. All tools used for the monitoring and evaluation of the Project are part of the Strategic Action Plan (D1.1) approved by the Steering Committee (SC). In this document these tools/reports are recalled and briefly described.
The phase of evaluation process will contribute to improve decision making and management, by keeping the Project on track towards achieving the outcomes and development objectives and by integrating lessons learnt into planning.
The core part of the plan is characterized by the Monitoring and Evaluation (M&E) matrix, a participatory tool, which describes how the whole M&E system for the Project works. The M&E matrix is structured as a “living” document to be updated periodically on the basis of the information collected throughout the implementation phase.
Finally, the document identifies the main roles in the Project and their specific responsibilities for monitoring and evaluation activities. These may include collecting data, checking data, conducting analysis, reviewing reports, making decisions based on the data..
D1.4 Data Management Plan – Final
According to the Guidelines on Open access to Scientific Publications and Research Data for projects funded or co-funded under Horizon 2020, Europe 2020 strategy underlines the central role of knowledge and innovation in growth generation. For these reasons the European Union strives to improve access to scientific information and to boost the benefits of public investment in the research funded under the EU Framework Programme Horizon 2020.
The present document constitutes the Deliverable D1.3 Data Management Plan – First Batch for the HAPPEN project, derived from the Task T1.3 activities of work package WP1. The Data Management Plan (DMP) identifies the results that should be subject of HAPPEN dissemination and exploitation and analyses the main data uses and users and explores the restrictions related to IPR according with the Consortium Agreement, defining the data assurance processes that are to be applied during and after the completion of the project.
This document is prepared in compliance with the template provided by the Commission in the Annex 1 of the “Guidelines on Data Management in Horizon 2020“.
Related to this document a specific annex has been produced: Annex – Guidelines on ethics, data and privacy protection..
Work Package 2 – Engagement & Training Strategy
D2.1 Manual on engagement and training strategy
D2.2 Internal training for Pilot leaders, Living Lab facilitators and Living Lab trainers
D2.3 Material for general training in Living Labs and for on-line training modules
D2.4 Material for MedZEB vertical training in Living Labs
Work Package 3 – Optimal Solutions
D3.1 Report on representative climates and zoning
D3.2 Catalogue of reference buildings classes in Mediterranean countries
This report aims at collecting and analysing, as much as possible, the residential building stocks in countries addressed in the HAPPEN project (Greece, Croatia, Cyprus, Italy, Slovenia, Spain and France). Starting from previous EU projects as well as regional studies and experts’ knowledge, each partner collected and analysed data concerning the general features for heating, DHW, cooling, construction and geometrical details referred to all types of residential buildings.
In order to perform a co-ordinated analysis of the residential building stock, a specific procedure was followed. The main indicators for statistical analysis of the building stock were proposed and a methodology for defining reference buildings was presented. Based on the defined methodology, national data were collected and analysed for the seven participant countries.
The results of the analysis define six different reference buildings in each country. Moreover, through a cross-country comparison of the obtained data, the most representative buildings were identified, after grouping the buildings in different classes to which the same approach for the renovation/refurbishment can be applied (e.g. building use, size, and energy performance).
D3.3 Abacus of “renovation measures” at building and district scale
D3.4 Report on optimal packages of solutions
Work Package 4 – Finance and Regulations
D4.1 Report on regulatory framework and incentive systems in the Mediterranean countries
D4.2 Catalogue of reference financial solutions
The current paper starts with a brief introduction of the deliverable, focusing on the explanation of its main objectives as well as the relation with other HAPPEN’s documents and a short description of the deliverable’s structure.
The second part contains the Financial Analysis of the proposed financial solutions. This part represents the core of the deliverable and will explain with a higher level of detail some of the most important aspects of these financial solutions in order to provide a clear understanding of what are the possible financing alternatives.
The Financial Analysis will start with a short description of the method used to construct and implement the analysis, followed by the description of each identified financial product.
The final part of the Financial Analysis will describe the Cluster Study that was ran in order to develop a comparative examination between the overall financial solutions. The objective of this kind of analysis is the identification of the similarities among different types of financing resources in the MED Europe zone. The analysis was implemented by taking into account the main specifications of each financial solution and by creating groups according to each financial solution’s item. This Analysis was developed for each specifications and each country involved in the project.
D4.3 Report innovative financial solutions
The first half of the document presents a brief introduction of the deliverable, focusing on the explanation of its main objectives, as well as on its relationship with the other HAPPEN documents, mainly of Task 4, and a brief description of the structure of the deliverable.
The second half of the document contains a catalogue of the innovative financial solutions identified, a description of the optimal solution proposed by the Happen Consortium and their financial analysis in detail. This analysis was conducted taking into account the main specifications of the reference financial solutions described in deliverable 4.2 for each country involved in the project. This portion represents the core of deliverable D4.3 and will explain in deeper details some of the most important aspects of the financial solutions in order to provide a clear understanding of which possible financing options are available to be proposed to banks. The last chapters of the document will summarize the technical framework in which the financial analysis conducted fits, giving ulterior insight for the implementation of the optimal solution and a general description of the European fiscal context and that of partner countries.
D4.5 MedZEB certification scheme outline
D4.6 MedZEB protocol – First Batch
Work Package 5 – Integrated Platform
D5.1 Analysis report on reviewed Software Development Toolkit, pieces of software and modules
The aim of the report is twofold: 1) gathering a list of technical requirements and functional [expand title=” Desiderata by all Project Partners relating to the tasks they are responsible for; 2) displaying the results of the preparatory analysis of existing software solutions to be capitalised on.
The analysis report covers the following aspects:
Introductory description of the questionnaire used to gather the initial information on technologies which could potentially be exploited for the HAPPEN platform development;
presentation of the questionnaire results;
overview of each technology emerged from the questionnaire;
overview of the technical requirements and foreseen functionalities emerged from the questionnaire.
This report is meant as a state of the art on the technologies that could be leveraged for the development of the services offered by the HAPPEN platform. Moreover, an initial requirement gathering activity has been carried out.
D5.2 Report on HAPPEN platform’s first prototype
D5.3 Living Lab’s requirements report and integration guidelines
Work Package 6 – Pilot Actions
D6.1 Pilot Operative Plans
Work Package 7 – Communication, Dissemination, Exploitation
D7.1 Communication, Dissemination and Exploitation Plan and Life Exploitation Strategy - First batch
This document sets out the CDE objectives, target audiences and key messages, and identifies the key CDE activities to fulfil the objectives. In the final section, the CDE plan summarises the actions taken at the project level to manage and monitor the CDE activities.
This First batch will be completed with a draft Exploitation plan from Month 18 of the HAPPEN project. At Month 33, a second (and final) batch of the CDE Plan will be developed.
D7.3 Pre-campaign Database (partners + Letter of Support leads)
In May and June, we have worked together with the CNR team and their law specialists, to propose to all partners a way of work compatible with the law.
We produced a common consent form and we proposed the flowing procedure to all partners:
Every partner sends a mail to its contacts explaining shortly the project and inviting them to give their consent to receive information on Happen Project;
Readers will be able to click on a link opening an on line consent form.
You will find attached the consent content validate by the law specialists of CNR in English:
Every partner needs to complete the parts underlined in yellow (it is compulsory), translate the form in his language and prepare a consent form on line in his language;
Every partner sends the mail (including the link for the consent form) to its contacts by the 29th of June;
Once the consents have been collected, every partner need to fill out our data base.
D7.4 Articles and publications, e-Pills Video, Newsletters - First batch
This first batch of the document is fed with the information provided quarterly by the partners to the Communication, Dissemination and Exploitation (CDE) leader. It will be completed by the second batch, due by Month 36 of the HAPPEN project.
D7.7 Dissemination, workshop/meetings reports – First batch
The present report illustrates the implementation of the above mentioned activities from the beginning of the project until September 2019. The information provided in the document is based on the quarterly reports gathered from the HAPPEN partners by the Communication, Dissemination and Exploitation (CDE) leader.
At Month 36 of the project, it will be completed by a second (and final) batch, which will provide a final overview of dissemination activities and their evaluation.
D7.9 Sustainability plan – First batch
For this purpose, this document uses the Business Model Canvas to describe how the outputs of the HAPPEN project would be maintained and introduced in the market.
By Month 36 of the HAPPEN project, the Sustainability Plan will be tested and completed with a description of the Governance system and of the actions to be undertaken after the project finalization for reaching the maximum uptake of the project results. In its final version, the plan will also comprehend a marketing strategy for the capillary diffusion of the HAPPEN platform throughout the Mediterranean space.