CEN ISO/TR 52000-2:2017

SLOVENSKI STANDARD
01-maj-2018
1DGRPHãþD
SIST-TP CEN/TR 15615:2008
Energijske lastnosti stavb - Krovni standard za ocenjevanje energijskih lastnosti
stavb - 2. del: Razlaga in utemeljitev ISO 52000-1 (ISO/TR 52000-2:2017)
Energy performance of buildings - Overarching EPB assessment - Part 2: Explanation
and justification of ISO 52000-1 (ISO/TR 52000-2:2017)
Erläuterung der allgemeinen Zusammenhänge zwischen verschiedenen Europäischen
Normen und der europäischen Richtlinie über die Gesamtenergieeffizienz von Gebäuden
(EPBD) - Übergreifendes Dokument (ISO/TR 52000-2:2017)
Performance énergétique des bâtiments - Évaluation globale de la PEB - Partie 2:
Explication et justification de l'ISO 52000-1 (ISO/TR 52000-2:2017)
Ta slovenski standard je istoveten z: CEN ISO/TR 52000-2:2017
ICS:
27.015 (QHUJLMVNDXþLQNRYLWRVW Energy efficiency. Energy
2KUDQMDQMHHQHUJLMHQD conservation in general
VSORãQR
91.120.10 Toplotna izolacija stavb Thermal insulation of
buildings
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

CEN ISO/TR 52000-2
TECHNICAL REPORT
RAPPORT TECHNIQUE
July 2017
TECHNISCHER BERICHT
ICS 91.120.10 Supersedes CEN/TR 15615:2008
English Version
Energy performance of buildings - Overarching EPB
assessment - Part 2: Explanation and justification of ISO
52000-1 (ISO/TR 52000-2:2017)
Performance énergétique des bâtiments - Évaluation Erläuterung der allgemeinen Zusammenhänge
globale de la PEB - Partie 2: Explication et justification zwischen verschiedenen Europäischen Normen und
de l'ISO 52000-1 (ISO/TR 52000-2:2017) der europäischen Richtlinie über die
Gesamtenergieeffizienz von Gebäuden (EPBD) -
Übergreifendes Dokument (ISO/TR 52000-2:2017)

This Technical Report was approved by CEN on 24 February 2017. It has been drawn up by the Technical Committee CEN/TC
371.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Avenue Marnix 17, B-1000 Brussels
© 2017 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN ISO/TR 52000-2:2017 E
worldwide for CEN national Members.

Contents Page
European foreword . 3

European foreword
This document (CEN ISO/TR 52000-2:2017) has been prepared by Technical Committee CEN/TC 371
“Energy Performance of Buildings project group", the secretariat of which is held by NEN, in
collaboration with Technical Committee ISO/TC 163 " Thermal performance and energy use in the built
environment".
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes CEN/TR 15615:2008.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association.
Endorsement notice
The text of ISO/TR 52000-2:2017 has been approved by CEN as CEN ISO/TR 52000-2:2017 without any
modification.
TECHNICAL ISO/TR
REPORT 52000-2
First edition
2017-06
Energy performance of buildings —
Overarching EPB assessment —
Part 2:
Explanation and justification
of ISO 52000-1
Performance énergétique des bâtiments — Évaluation globale
de la PEB —
Partie 2: Explication et justification de l’ISO 52000-1
Reference number
ISO/TR 52000-2:2017(E)
©
ISO 2017
ISO/TR 52000-2:2017(E)
© ISO 2017, Published in Switzerland
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form
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ii © ISO 2017 – All rights reserved

ISO/TR 52000-2:2017(E)
Contents Page
Foreword .vi
Introduction .vii
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
3.1 Buildings . 2
3.2 Indoor and outdoor conditions. 3
3.3 Technical building systems . 3
3.4 Energy . 4
3.5 Energy performance . 4
3.6 Energy calculation . 4
3.7 General information on terms and definitions . 4
3.7.1 General. 4
3.7.2 Overarching terms and definitions . 4
3.7.3 Difference between definition and specification . 5
3.7.4 Undefined and/or unspecified policy related terms . . 5
4 Symbols, units, subscripts and abbreviations. 5
4.1 Symbols . 5
4.2 Subscripts . 6
4.3 Abbreviations . 6
5 Description of the overarching framework and procedures . 6
5.1 Output of the method . 6
5.2 General description of the procedures and routing . 7
5.3 Selection criteria between the methods . 7
5.4 The over-arching reference modular structure . 7
5.4.1 Purpose . 7
5.4.2 Systematic modular structure of the standards. 7
5.4.3 The connection between the modules – step by step implementation . 8
5.4.4 Systematic consecutive numbering of the standards .10
6 Overarching preparation steps .11
6.1 General .11
6.2 List of types and categories .13
6.2.1 Type of object .13
6.2.2 Building category and space categories.14
6.2.3 Type of application .15
6.2.4 Types of assessment .15
6.2.5 Building services .16
6.3 Identification of types and categories for a specific case .17
6.4 Example cases .17
6.4.1 General.17
6.4.2 Example case 1 .18
6.4.3 Example case 2 .19
6.4.4 Example case 3 .19
6.4.5 Example case 4 .20
6.4.6 Example case 5 .21
6.4.7 Example case 6 .22
7 Calculated energy performance of buildings .22
7.1 Output data .22
7.2 Calculation intervals and calculation period . .22
7.2.1 Calculation interval .22
7.2.2 Calculation period . .25
7.3 Input data .25
ISO/TR 52000-2:2017(E)
7.3.1 Product data . .25
7.3.2 System design data . . .25
7.3.3 Operating conditions .25
7.3.4 Constants and physical data.27
7.3.5 Other data .27
7.4 Description of the calculation procedure .28
8 Measured overall energy performance and comparison with calculations .28
8.1 General .28
8.2 Output of the method .29
8.3 Measurement intervals and measurement period .29
8.4 Input data .30
8.4.1 Product data . .30
8.4.2 System design data . . .30
8.4.3 Operating conditions data .30
8.4.4 Constants and physical data.31
8.4.5 Other data .31
8.5 Measurement procedures.31
8.6 Calculation of the energy performance based on measured energy .31
8.7 Comparison between calculated energy performance and measured
energy performance .31
8.8 Measured energy performance reporting .32
9 Overall assessment of the energy performance of buildings .32
9.1 Categorization of building and/or spaces .32
9.2 Combination of building services included in EPB in each space .32
9.3 Useful floor area and air volume .32
9.4 Normalization to building size .33
9.4.1 Reference size .33
9.4.2 Normalization . .35
9.4.3 Reference floor area .35
9.5 Assessment boundary and perimeters .35
9.5.1 General principles .35
9.5.2 Assessment boundary for multiple buildings .36
9.6 Overall energy performance .36
9.6.1 Weighted overall energy balance .36
9.6.2 Primary energy factors .37
9.6.3 Greenhouse gas emission factors .39
9.6.4 Additional weighting factors .39
9.6.5 Costs factors .39
9.6.6 Weighting factors for exported energy .39
9.6.7 Energy flows .42
9.7 Share of renewable energy .43
9.7.1 General.43
9.7.2 Amount of primary energy from renewable source E .
P;ren 43
9.7.3 Amount of total primary energy E .
Ptot 43
9.7.4 Examples of RER calculation .43
9.8 Energy performance indicators for technical building systems .45
9.9 Calculation methods for energy performance indicators per part of a building
and/or service .45
10 Zoning .46
10.1 General .46
10.2 Thermal zones and service areas .48
10.3 Spaces .48
10.4 Zoning rules .50
10.4.1 Principle .50
10.4.2 Specific zoning criteria .51
10.5 Assignment rules .52
10.5.1 Subdivision .52
iv © ISO 2017 – All rights reserved

ISO/TR 52000-2:2017(E)
10.5.2 Recombination .54
10.6 Zoning procedure .55
11 Calculation of the energy performance, routing and energy balance .55
11.1 General .55
11.2 Overall calculation procedure (steps) .55
11.3 Calculation principles of the recovered gains and losses .56
11.4 Effect of building automation and control (BAC) and technical building
management (TBM) .56
11.5 Climatic and external environment data .61
11.6 Overall energy performance .61
11.6.1 General.61
11.6.2 Electricity and other energy carriers with exportation .61
11.6.3 Energy carriers without exportation .72
11.6.4 Exported heat on-site produced and not included in thermal use of
the building . .72
12 Common overarching output – General .73
12.1 General .73
12.2 Tabulated overview of the amounts of energy per energy carrier and energy service .75
12.2.1 Absolute values .75
13 Additional information to the over-arching EPB standard .89
13.1 Worked out examples .89
13.2 Application range .89
13.3 Regulation use .89
13.4 Validation test .90
13.5 Quality issues .90
Annex A (informative) Input and method selection data sheet — Template.91
Annex B (informative) Input and method selection data sheet — Default choices .93
Annex C (informative) Common subscripts .101
Annex D (informative) Calculation of measured energy performance .108
Annex E (informative) Calculation methods for energy performance indicators per part of a
building and/or service .109
Annex F (informative) Alphabetic index of terms .116
Annex G (informative) Electrical grid related indicators .117
Annex H (informative) Proposal of indicators for the assessment of nearly Zero-Energy
Buildings (NZEB) .118
Annex I (informative) Lighting systems.121
Annex J (informative) Calculation examples .123
Annex K (informative) Flow diagram .170
Annex L (informative) List of technologies .174
Bibliography .178
ISO/TR 52000-2:2017(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO’s adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following
URL: w w w . i s o .org/ iso/ foreword .html.
ISO/TR 52000-2 was prepared by the European Committee for Standardization (CEN) Technical
Committee CEN/TC 371, Energy Performance of Buildings project group, in collaboration with ISO
Technical Committees TC 163, Thermal performance and energy use in the built environment, and TC 205,
Building environment design, in accordance with the Agreement on technical cooperation between ISO
and CEN (Vienna Agreement).
A list of all parts in the ISO 52000 series can be found on the ISO website.
vi © ISO 2017 – All rights reserved

ISO/TR 52000-2:2017(E)
Introduction
The set of EPB standards, technical reports and supporting tools
In order to facilitate the necessary overall consistency and coherence, in terminology, approach,
input/output relations and formats, for the whole set of EPB-standards, the following documents and
tools are available:
a) a document with basic principles to be followed in drafting EPB-standards:
CEN/TS 16628:2014, Energy Performance of Buildings - Basic Principles for the set of EPB
[13]
standards ;
b) a document with detailed technical rules to be followed in drafting EPB-standards;
CEN/TS 16629:2014, Energy Performance of Buildings - Detailed Technical Rules for the set of EPB-
[14]
standards ;
The detailed technical rules are the basis for the following tools:
1) a common template for each EPB-standard, including specific drafting instructions for the relevant
clauses;
2) a common template for each technical report that accompanies an EPB standard or a cluster of EPB
standards, including specific drafting instructions for the relevant clauses;
3) a common template for the spreadsheet that accompanies each EPB standard, to demonstrate the
correctness of the EPB calculation procedures.
Each EPB-standards follows the basic principles and the detailed technical rules and relates to the
[1]
overarching EPB-standard, ISO 52000-1 .
One of the main purposes of the revision of the EPB-standards is to enable that laws and regulations
directly refer to the EPB-standards and make compliance with them compulsory. This requires that
the set of EPB-standards consists of a systematic, clear, comprehensive and unambiguous set of energy
performance procedures. The number of options provided is kept as low as possible, taking into account
national and regional differences in climate, culture and building tradition, policy and legal frameworks
(subsidiarity principle). For each option, an informative default option is provided (Annex B).
Rationale behind the EPB technical reports
There is a risk that the purpose and limitations of the EPB standards will be misunderstood, unless
the background and context to their contents – and the thinking behind them – is explained in some
detail to readers of the standards. Consequently, various types of informative contents are recorded
and made available for users to properly understand, apply and nationally or regionally implement the
EPB standards.
If this explanation would have been attempted in the standards themselves, the result is likely to be
confusing and cumbersome, especially if the standards are implemented or referenced in national or
regional building codes.
Therefore each EPB standard is accompanied by an informative technical report, like this one, where
all informative content is collected, to ensure a clear separation between normative and informative
[14]
contents (see CEN/TS 16629 ):
— to avoid flooding and confusing the actual normative part with informative content,
— to reduce the page count of the actual standard, and
— to facilitate understanding of the set of EPB standards.
[5]
This was also one of the main recommendations from the European CENSE project that laid the
foundation for the preparation of the set of EPB standards.
ISO/TR 52000-2:2017(E)
This document
This document accompanies the overarching EPB standard (ISO 52000-1) that addresses the
overarching principles for EPB-standards. The overarching EPB standard, contains the common terms,
definitions and overall energy performance assessment procedures, as a basis for a systematic, clear
and comprehensive set of EPB standards. It forms part of a set of standards related to the evaluation of
the energy performance of buildings (EPB).
The role and the positioning of ISO 52000-1 in the set of EPB standards is defined in the Introduction to
the standard.
Accompanying spreadsheets
Spreadsheets are produced through the implementation of ISO 52000-1. These spreadsheets (including
possible updated versions) are available at www .epb .center. In this document, examples of each of these
calculation sheets are included.
1)
Background and history of this document, ISO 52000-1 and the set of EPB standards :
Boosting energy efficiency of buildings
Since buildings burn 40 % of all the energy consumed, designing better buildings and retrofitting existing
ones will help to reduce the energy demand and to create significant job opportunities world-wide.
The building sector has a great potential to reduce the greenhouse gas emissions, in line with the
climate targets set at the Paris climate conference (COP21) in December 2015. Helping to decarbonize
the building sector is the goal of the new holistic approach, the set of EPB standards (ISO 52000-series;
see below under “Road ahead”) being developed for the energy performance of buildings (EPB).
Holistic approach
The set of EPB standards …
take into account and include:
• indoor climate • needs
• thermal properties (of walls, windows, etc.) • use
• heating • calculation
• cooling and air conditioning • measurement
• domestic hot water • inspection
• ventilation • building design
• lighting • new and existing buildings
• (de)humidification • certification/labelling
• building automation and control (BAC/BMS) • simple and complex buildings
• renewable energy sources
Why is the holistic approach important for the energy performance of buildings (EPB) ?
In the past, energy performance requirements were set at component level – minimum thermal
insulation levels and minimum efficiencies of products. This, however, leads to sub-optimal solutions
and creates a barrier to the necessary technology transitions.
The holistic approach to assessing the overall energy performance of buildings and the built
environment, provided by the set of EPB standards, is a key tool to overcome these barriers.
1) The references [26] to [43] (see bibliography) contain more extensive background information on the set of
EPB standards.
viii © ISO 2017 – All rights reserved

ISO/TR 52000-2:2017(E)
The set of EPB standards enable to assess the overall energy performance of a building. This means that
any combination of technologies can be used to reach the intended energy performance level, at the
lowest cost.
Due to this ‘competition’ between different technologies, the holistic approach is a key driver for
technological innovation and change. Countries using the approach for several years – take, for instance,
the Netherlands – have experienced large scale implementation and cost savings on a variety of new
technologies.
And there is the economic benefit: Energy expenditures account for a substantial part of a building’s
total operating costs.
Who are the potential users of the EPB set of standards, and what should they be aware of ?
The energy assessment of buildings is carried out for various purposes, such as:
— judging compliance with building regulations expressed in terms of limited energy use or a related
quantity,
— increasing transparency in real-estate transactions through an energy performance certification
and/or display of the level of energy,
— monitoring the energy efficiency of the building and its technical building systems,
— helping to plan retrofit measures through predicting energy savings that would result from various
actions.
In general, the holistic approach means that the energy performance is assessed as the total energy
used for heating, cooling, lighting, ventilation, domestic hot water, and, in some cases, appliances. It
ensures that all technologies are treated equally and balanced.
With the EPB set of standards:
— Policy makers acquire an instrumentation that enables them to take measures in the built
environment and to quantify how much these measures would reduce the energy consumed in
buildings.
— Building industry, engineers and designers can improve the energy-efficiency of their designs,
building products and systems. The set of standards take these current and future products,
systems and designs into account. Due to the holistic approach the risk of suboptimum solutions at
component level is minimized. This way industry knows in what direction to innovate.
— Building owners and occupants can benchmark against other buildings and predict the energy
saving potential of improvements.
First editions: European standards
The set of standards and accompanying technical reports on the energy performance of buildings have
been prepared under a mandate given to CEN by the European Commission and the European Free
[4]
Trade Association (Mandate M/480 )
Directive 2010/31/EU recasting the Directive 2002/91/EC on energy performance of buildings
[2]
(EPBD ) promotes the improvement of the energy performance of buildings within the European
Union, taking into account all types of energy uses (heating, lighting, cooling, air conditioning,
ventilation) and outdoor climatic and local conditions, as well as indoor climate requirements and cost
effectiveness (Article 1).
[3]
The first mandate to CEN to develop a set of CEN EPBD standards (M/343 ,), to support the first edition
[2]
of the EPBD resulted in the successful publication of all EPBD related CEN standards in 2007-2008.
The mandate M/480 was issued to review the previous mandate M/343 as the recast of the EPBD raised
the need to revisit the standards and reformulate and add standards so that they become on the one
ISO/TR 52000-2:2017(E)
hand unambiguous and compatible, and on the other hand a clear and explicit overview of the choices,
boundary conditions and input data that need to be defined at national or regional level. Such national
or regional choices remain necessary, due to differences in climate, culture & building tradition, policy
and legal frameworks. Consequently, the set of CEN-EPBD standards published in 2007-2008 had to be
improved and expanded on the basis of the recast of the EPBD.
Road ahead: ISO 52000‑ series
The numbers ISO 52000 through ISO 521
...