A Longitudinal Performance and Sustainability Framework for Hybrid Renewable Energy Systems: Phased Deployment and Management in a Cheese Whey Waste-to-Energy Facility

Energy-intensive industries deploying hybrid renewable energy systems require performance monitoring frameworks that evolve with phased system implementation. This paper introduces the performance and sustainability framework, a simulation-grounded evolution of the sustainability balanced scorecard for longitudinal assessment of renewable energy infrastructure. The framework requires that key performance indicators derive from validated techno-economic simulations, that assessment is repeated at temporal checkpoints corresponding to physical system changes, and that each balanced scorecard perspective includes at least one environmental or circular-economy indicator. The framework is demonstrated in a cheese manufacturing facility in Crete, Greece, where a 38 kW cheese whey biomass generator, 72.2 kW photovoltaic system, and 10 kW wind turbine are deployed over five years. Annual HOMER Pro re-simulations are combined with weighted SWOT scoring to track technical, economic, environmental, and organisational performance. By Year 5, the system achieves an 88.7% electrical renewable fraction, 60.0% gross-operational CO₂-eq reduction, 0.1148 EUR/kWh levelised cost of energy, and 22.3% internal rate of return. The longitudinal trajectory also reveals declining delivered thermal renewable contribution and cheese whey utilisation, exposing operational trade-offs that single-point scorecard assessments would miss. Applicability of the PSF to community-scale governance under ISO 37101:2016 and to renewable energy communities under Directive (EU) 2018/2001 is examined exclusively as a conceptual scaling framework for future research. The present empirical demonstration is restricted to a single-facility case study, and no community-level stakeholder data are collected or analysed.