Experience of Lithuania in
housing refurbishment
Simona Iržikevičiūtė
Housing and Urban Development Agency
March, 2012
Švitrigailos str. 7 / A. Vivulskio str. 16,
LT-03110 Vilnius
Telephone +370 5 262 98 53
info@bkagentura.lt
Background
Urban inhabitants
Rural inhabitants
Year
14,5%
85,50%
1910
23%
77%
1914
15%
85%
1945
66,7%
33,3%
2007
© Department of Statistics to the Government of the Republic of Lithuania
(Statistics Lithuania), 2005.
• population <3,19 mln.;
• > 66 % of population lives in multi-apartment
buildings built 1993 1961-1990;
• 97 % private ownership, 3% social housing;
Background
Period (years)
before 1918
1918 - 1940
1941 - 1950
1951 - 1960
1961 - 1970
1971 - 1981
1981 - 1990
1991 - 1996
(%)
3
11
4
8
19
25
25
5
before 1940 – 10 051 multi-apartment building
1941 - 1960 – 3 688 multi-apartment buildings
1961 - 1993 – 20 507 multi-apartment buildings
In total: before 1993 there were built 34 246
multi-apartment buildings
Between 1951 to 1991 there were 69% of the total
available floor space built .
Period
Years
Description
I
1900 – 1918
II
1918 – 1940
III
1941 – 1960
In the third period there were only brick houses.
IV
1961 – 1990
The fourth period is characterised by mass industrial production
of multi-apartment buildings homes with panel elements. The
period marks the time when there was particularly rapid
urbanisation process, urban growth industry, increase in urban
population.
V
1991 – 2001
The last period – multi-apartment building construction numbness,
economic stagnation, a significant decrease in volumes.
In the first two periods houses were built in bricks and wooden beams.
Background
Eil.
Nr.
Name of the construction materials
Trukmė metais
1
Concrete and reinforced concrete foundations
125
2
Prefabricated concrete walls
125
3
Prefabricated reinforced concrete floor/ceiling
125
4
Windows and doors in wooden frames
40
5
Indoor wooden doors
50
6
Wooden flooring
40
7
Linoleum flooring
20
8
Ceramic tile flooring
80
9
Roof covering with 2-3 layer ruberoid
10
10
The joint sealing
8
11
Façade paint finish
6
12
Façade plaster
50
13
Cold water galvanized piping
30
14
Hot water galvanized piping
15
15
Service pipelines
20
Typical project 1-318
Vilnius, 1-318-19
Kaunas, 1-318-35/66
Tauragė, 1-318-18
Typical project 1-117
Panevėžys, 114-117-30
Jonava, 117-32
Kaunas, 117-54
Typical project 1-464
Kaunas, 1-464LI-51/1
Tauragė, 1-464LI-A53
Druskininkai, 1-464AŠ-17LT
Typical project 120
Vilnius, 11-120B-06/1
Vilnius, 111-120B-14/1
Vilnius, 111-120B-13/1
Lithuanian housing strategy
Main goals are:
Expand housing options for all social groups
Strengthen the capacity of the housing sector in the
housing market
Ensure effective use of existing housing,
maintenance, upgrading and modernization,
including the rational use of energy resources
Approved in 2004 by
Lithuanian Government
English version available
on the internet site www.am.lt
Participants
• Housing and Urban Development Agency
•
Apartment owners
•
Housing administration companies
•
European Investment Bank (EIB)
•
Municipalities
•
Commercial banks (3 selected banks)
•
Engineering consultant companies
•
Contractors
•
Etc.
Attempts to modernise Multi-apartment
buildings
• Attempts to launch modernisation of
apartment blocks in early 90’s were rejected
• World Bank Project in 1996-2004
• Subsidised renovation programme launched in
2006, Programme ran out of money in late
2007
• Decision to launch a “win-win” scheme using
JESSICA in early 2009
Modernisation of Multi-apartment
buildings is funded:
• State budget support (via Programme for
Modernisation of Multi-Apartment Houses,
via Climate Change Special Programme);
• JESSICA instrument (Joint European Support
for Sustainable Investment in City Areas) (via
Programme for Modernisation of MultiApartment Houses);
• EU Structural Funds’ support (several OP).
Results of the subsidised renovation
programme launched in 2005
> 450 finished projects
< 40 ongoing projects
Finished and ongoing projects in Lithuania via old
financing mechanism
180
160
140
120
100
80
60
40
20
0
JESSICA holding fund
The contribution invested into the JESSICA Holding Fund is EUR 227 mln. (784
mln. Lt) and it consists of:
- European Regional Development fund (EUR 127 mln.)
- National funding (EUR 100 mln.)
EIB has to date distributed to UDF’s:
6.000.000,00 € to Šiauliu bankas (2010);
6.000.000,00 € to Swed bank (2011);
6.000.000,00 € to SEB bank (2012);
10.000.000,00 €
to Šiauliai bank II JESSICA Call 2011;
20.000.000,00 €
undergoing
III JESSICA Call 2012.
Process. Approved legal acts
•
•
•
•
•
The Law on the State support for the acquisition or rent of housing and for the
modernization of multi family buildings of the Republic of Lithuania (latest
amendment January, 2012 );
Resolution No. 1213 of the Government of the Republic of Lithuania regarding the
Approval of the Program for the refurbishment (modernisation) of multiapartment buildings (latest amendment December, 2011);
The Rules of State support for the refurbishment (modernization) of multiapartment buildings, approved by the Government of the Republic of Lithuania
(latest amendment December, 2011)
The Description of the procedure for the preparation of modernisation projects
for multi family buildings, approved by Minister of Environment of the Republic of
Lithuania (latest amendment November, 2011)
The description of the procedure for payment of credit and interest taken for the
renovation (modernization) of multi family buildings for low income families,
approved by the Minister of Environment and the Minister of Social security and
Labor of the Republic of Lithuania (February, 2012)
Vilnius – 23.03.2016 – 13
Financing scheme.
Investments for the modernisation -100%
Home
owners
funds
Soft loans
with 3 %
interest
rate
~ 65%
State
support for
implemented energy
efficient
measures
15%
State
support
via Climate
Change
Program
15%
Process. JESSICA financing scheme
•
•
•
•
•
Fixed interest rate at 3% p.a.
Maturity up to 20 years
2 years grace period (during construction)
No collateral or guarantees required;
15% JESSICA loan write-off if certain energy efficiency level
achieved (upon completion) 110-145 kWh/m2 (Class “D”)
• 100% grant for preparation of renovation documentation
reimbursed (paid from national funds)
• 100% of reimbursement of installments to low income
families;
• 15 % additional support from Climate Change Special
programme for energy efficiency measures implementation
JESSICA loan write-off if not less than 40 % energy savings
are achieved;
Process
Process. State of play - March, 2012
• Approved 95 IP;
• Total planned investments – 77.276.169,25 Lt (22.380.725,57
Eur);
• 58 applications for credits;
• 43 approved applications:
– JESSICA I: 14
Credit value – 1.962.957,74 Lt (6.777.700,48 Eur)
– JESSICA II: 29
Credit value – 2.299.736,82 (7.940.531,29 Eur)
Process. State of play - March, 2012
Interest in participation of a new energy efficient refurbishment
model according to JESSICA
45
40
40
35
32
31
30
25
21
20
18
16
15
16
16
15
11
10
11
10
8
7
9
5
5
4
4
5
3
0
Vilnius
Kaunas
Klaipėda
Šiauliai
Panevėžys
Alytus
Tauragė
Utena
Telšiai
Marijampolė
Comparison of State support intensity
50 % (old Program)
JESSICA
Investments for 1 m2
420 Lt
Investments for 1 m2
480 Lt
State support
50 %
State support
15 % +15 %
State support
boundaries
≤ 140 Lt/m2
(~33% in total State
support for the
particular case)
Home owner
investment for
insolvent inhabitants
20 Lt/m2
(140 – 20)/420=28,5% (State support
intensity for m2 of investments)
(15%+15%)*480
Lt=144 Lt/m2
45000 Lt – Project
preparation costs;
12000 Lt – project
administration costs;
30000 Lt- technical
supervision ;
(45+30+12)/2,5=34,8
Lt/m2
144+34,8=179 Lt/m2
179/480=38%(State support intensity for m2 of
investments)
Activities. Promotion planning
The communication is being planned and implemented
taking into account key influential aspects, such as:
1) Season;
2) Political, social and economic events in the country;
3) Course of the processes;
4) Real action plan
20
Activities. Promotion
Housing and Urban Development Agency implemented
more than >20.000 consultations, organised > 200
seminars and training activities, is preparing typical
technical project for housing refurbishment in order
to lower the preparation costs of such documents,
several studies were made (including the opportunity
study on the usage of renewable energy sources
within housing refurbishment, monitoring of the
implemented projects, recommendation plan for the
buildings to be modernised in the first place, etc.)
www.atnaujinkbusta.lt
Results
Vaišvilos g. 9, Plungė
5 floors, 50 apartments.
Built in 1978.
Total heated area – 2 590,16 m²
Implemented measures:
Heating and hot water system upgrading; replacement of windows and
exterior doors; roof insulation; wall insulation; basement ceiling insulation;
insulation of base; drinking water pipelines and equipment replacement;
repair works of sewage system; floor insulation on the ground; electrical
wiring repair works; stairwell repair works
Investments – 385.319,16 EUR
Completion date – September 20, 2011
Energy efficiency class (according to Energy
Performance Certification classification)
before refurbishment (modernisation) – E,
planned value – C, Achieved value – B;
Energy consumption before modernisation 293,94 kWh/kv.m
Energy consumption after modernisation 121,01 kWh/kv.m
Energy savings - 58,83 (%)
Thank you for your
attention!
Housing and Urban Development Agency
Švitrigailos str. 7 / A. Vivulskio str. 16,
LT-03110 Vilnius
Telephone +370 5 262 98 53
info@bkagentura.lt