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In the bottom-up approach, the planning process starts with the introduction on building data (climate zone and building typology) and the selection of retrofit criteria - first step; then, objectives and targets are suggested by the platform, according to the building category and use (as mentioned during the Guidelines analysis, objectives are specific and refer to individual cases and therefore variable; so, as exemplification, for a museum one objective could be the collection preservation, whilst for an office users’ behavior) – second step. Then – third step - retrofit options are recommended and explained with pros and cons and interrelations among other measures. The structure of this part should be similar to the Retrofit Wheel made by STBA in the UK [24]: in this tool 50 measures’ advantages, concerns about their performance and possible interactions between them are depicted in a ‘wheel’ matrix system to promote and deliver a more sustainable traditional built environment. Each option is seen as interrelated in a whole system of choices.
- The top-down approach, on the contrary, the assessment process starts with a selection of retrofit options to be evaluated and the definition of criteria and building typology and use – first step. In the platform, measures advantages and disadvantages are proposed according to single objectives and targets – second step. Three areas are recognized on which the consequences of actions must be verified: heritage, energy and users. For each measure, possible interrelated measures are evaluated.
A general overview of the procedure structure in the following Figure 9: starting from the data collection of all the building informations (characteristics, needs and constraints), the second step is the criteria definition. Then, objectives are defined; for each objective, retrofit targets are indicated, which are measurable indicators. For each target the optimal range of measurement - benchmark values - are indicated, with some suggestions of needed analysis and possible references, that could help the decision-maker or professional in the assessment process. Finally, retrofit measures are proposed by the procedure with alternatives, pros and cons and possible no-standard solutions, in the 'references' part.