ABSTRACT. The retrofitting works in old buildings require appropriate knowledge of the vernacular techniques. Previous researches have identified retrofitting works as more intrusive and using more unnecessary demolition materials than real needs. This study constitutes a new framework that focuses on the project management success of old building retrofitting in historical centres by developing a methodological system for this purpose. It uses a construction sector system approach, reviews legal requirements, framework specifications, recommendation practices and sustainable measures adapted to old building projects. It presents 50 parameters adapted to these works' specificities that could be used by construction market stakeholders. The research uses a case study methodology divided in two parts. The first one involves the review of building retrofitting projects in historical centres, complemented by a questionnaire in the second part. The results of the projects review have shown little concern with the underlying sustainability aspects of retrofitting works in all project designs analysed. However, the questionnaire results have revealed a high interest and applicability of all parameters omitted in the project designs data. The study describes a useful management system in a toolkit format which might contribute to reduce uncertainty in the management of retrofitting projects in historical centres.
Changing the attitudes of existing building users towards sustainability is a paramount strategy towards a low-carbon society. One of the challenges lies in encouraging owners to renovate their houses. Recent studies have pointed out the relevance of the homeowner's social context which, more often than not, outstrips public awareness campaigns and even techno-economic advice. The decision to renovate seems to emerge from deep social issues rather than exclusively from the simple analysis of investment return or environmental awareness. The present study aims to bring discussion to these social subjects for single-family buildings in Portugal and identify key factors which may influence decision making. Firstly, a set of in-depth interviews were conducted with a group of experts. Subsequently, and based on the interviews, a group of Portuguese single-family homeowners, who undertook at least one energyrelated piece of work, were surveyed. Together with the survey a structured observation method was put into practice. The results revealed that homeowner's stage of life, personal/family events, everyday practices, lifestyles and social network framework have a major influence on their prime intention to renovate their homes. The desire to maintain or change the routines and the way family uses the indoor spaces are common drivers, however, motivations linked to aesthetics, trends and social status were revealed to be extremely influencing. The decision process is negotiated inside the family involving not only desired domestic life conditions but also skills, understandings and social values shared by the dwellers. The energy-related renovations take place, in many cases, as a consequence of a previous decision to renovate, taken due to other reasons. It does not consist of one single event but is rather part of a practice of a "little-by-little renovation". Motivational policies should be drawn considering the energy-related renovations as any other type of renovation and not separately from the others.
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Recent studies argue that energy-related renovations which are not distinctive from other house improvements must be socially contextualized and intercepted with the householders’ daily social practices. Within a practice-theory approach, this study aims to explore how tastes, lifestyles and social values and norms can be brought into the understandings of energy renovation practices of Portuguese homeowners. The outcomes disclosed differentiated taste-motivated issues which boost homeowners to renovate. This highlighted the importance of energy policy-makers understand the diversity of homeowners’ desires and preferences regarding house renovation activities. Reflecting upon this diversity inside the household domain, gender differences revealed to be a significant factor, being women an undervalued resource despite their key influence on domestic energy management. Results also reinforce previous theories about how home renovations decisions reflects societal values and norms which determined “what would look nice” to have in a house and which determine, in part, why visible renovations are so prioritized, frequently not energy-related. Findings suggested also that energy policies should be drawn making energy efficiency in houses as fashionable as other consumer goods related with home design. Innovative partnerships between energy policy-makers and household products industries, home design magazines, marketing experts or real estate experts, which have the know-how on shaping people’s tendencies and tastes, are needed.
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