Eco-Refurbishment of housing estate owned by a home owner association: WEG Wiesenthauerstrasse 16

Munich Holistic Refurbishment

General facts

Description & main goal

Eco-refurbishment of a housing estate owned by a home owner association

 

Wiesenthauerstrasse

 

Category
Eco-refurbishment
Deployment area
Neuaubing-Westkreuz, Munich
Involved actors and their role

Home Owner Association WEG Wiesenthauerstrasse 16
Owner - Project Partner
represented by Property Management

 

MGS Consulting &  Coordination
www.mgs-muenchen.de

Specific facts

Main challenges & risks

Very short period for decision-making process, planning and implementation

Delivery date

M45 (October 2019)

Category

Eco-refurbishment of a housing estate owned by a home owner association

Number of Inhabitants

Approx. 60 residents

Number of refurbished flats

40 flats, 40 owners

Refurbished surface

4383 m²

New constructed surface

0 m²

Energy performance before refurbishment

Approx. 159 kWh/m²a

Energy performance after refurbishment

Approx. 63 kWh/m²a

Energy supply

Natural gas, district heating not available

Integration of renewable Energy

none

Implementation status

Project not started yet

Complete 0%
Implementation status

In which phase is the project?    

  • Planning phase
  • implementation to start in September 2018 (M32)
Complete 0%
Which risks & challenges is the project currently facing?
  • Some homeowners have a negative attitude towards energetic refurbishment  >  this causes a prolonged and difficult engagement and decision-making process.
  • High refurbishment costs in Munich
  • Frequent change in stakeholders (i.e. change of owners, homeowner associations only meet once or twice a year)
Which are critical or seem invincible? Please provide a detailed description

It will be highly challenging for the home owners association to complete all necessary process steps, such as planning, call for tenders, and implementation on time and with high quality and within the estimated costs.

Which lessons learned can be derived up to this point from the implementation process?

Initiating and implementing a refurbishment process with private home owners associations and their property managers is a highly time consuming job with uncertain outcome. A steady local and public (producer-independent) team with technical, legal and financial knowledge should be installed to moderate the projects during this lenghty period.

What could be done better in comparable future projects (what needs to be done and what needs to be prevented)?

Plan additional time (add 2-3 years) when dealing with private home owners associations and consider the project horizon of 5 years at minimum

Implementation status

In which phase is the project?    
Planning phase

What is the current implementation status/ what is the current activity step?    
Conclusion of the preliminary studies, planning and measures for reimbursement (until September 2018). Preparation of the final decision for implementation   (October 2018).

Is the implementation process on time or are there any derivations? Please outline any changes and reasons.    
The implementation process is on time. The works will start in December 2018.

Which project steps were performed since the last project reporting?    
The project is a new SMARTER TOGETHER project since the last reporting period. The consulting and planning process were almost finished within 12 months.

Complete 25%
Which risks & challenges is the project currently facing?
  • Long-term securing of quality of planning, the difficult market situation in Munich’s area  leading to costly bids for refurbishment works and some internal, object specific developments among the home owners e.g. changes of owners
  • Only few offers from construction companies
  • New technical issues appear which result in higher costs (electricity, fire protection, …)
Which are critical or seem invincible? Please provide a detailed description
  • The market situation (high construction costs) is quite critical, and the energy prizes are very low. Therefore the financial ROI works only in the long  run.
  • Some planned measures for reaching high energy efficiency standard might not be implemented because of new technical maintenance issues which have to be addressed as priority
Which previously identified risks and challenges have you managed successfully and how

Legal and financial status in regard to EU funding could be solved  as the home owner association decided to become partner of the project

Which lessons learned can be derived up to this point from the implementation process?

Comprehensive information towards owners and their representatives is crucial; offering a safe and neutral setting for open and informed discussions.

What could be done better in comparable future projects (what needs to be done and what needs to be prevented)?

Openly communicate the risks of unforeseen costs due the challenges occurring with old buildings and to foresee additional budget for these unexpected measures

Next steps & To Do ́s

Finishing reimbursement process, and get the legal authorisation by the municipality to start the eco-refurbishment works.