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Final Technical Report

Statement of the problem or situation that is being addressed in your application. The DOE and its national laboratories developed the Home Energy Score™ (HES) to encourage homeowners to improve their energy performance, lower costs and to share energy information through the MLS listing, appraisal, and financing channels. While the HES is an instrumental tool, it is currently underutilized and consists of technical, structural and sector barriers which need to be addressed in order to scale and many energy efficiency contractors are understandably overwhelmed by the added time and effort and lack of incentive to sell and deliver deep retrofit projects while simultaneously meeting the DOE HES program requirements; consequently, contractors may decide to forgo participation. Home Energy Rating System (HERS) Raters have the opportunity to play the critical Assessor role in producing a Home Energy Score (HES); this role has immense potential but currently is unfulfilled. Lastly, while utilities are interested in their customer base achieving greater energy efficiency, especially to help offset growing residential loads in states like California that are accelerating electrification, utilities do not have access to the market actors who are on the front line of influence to homeowners or review and approve their permits: HERS Raters, assessors, contractors and building departments. General statement of how this problem is being addressed: ConSol will integrate the Home Energy Score™ (HES) to its State of California, approved home energy rating services (HERS) platform (CHEERS) to develop a single tool for contractors nationwide to assess, record and install recommended cost, energy, and emissions saving measures to the 140 million single-family homes throughout the U.S. and 14 million homes in California (CHEERS+HES). The CHEERS high fidelity energy code permitting data will be integrated with HES for simple, accurate, easy-to-use home energy estimation and analysis and will directly gain access to the retrofit and renovations markets with the same upgraded platform. This innovative project will assist the utilities in supporting existing homes in their jurisdictions with HES and develop measures to improve energy efficiency and reduce emissions. How is this problem being addressed? What is the overall project approach? In effort to expand the Home Energy Score™ (HES) by increasing the use of aggregable home energy asset data, ConSol proposes to integrate the DOE HES via Application Programming Interface (API) to its State of California approved home energy rating services platform (CHEERS). Once the CHEERS platform and HES are integrated (CHEERS+HES), this enhanced platform will be instantly available and actively deployed via Phase 1 pilot to HERS Raters, assessors and contractors in California to market-test the solution, understand the rate of adoption and identify opportunities for improvement prior to scaling nationally. The CHEERS high fidelity energy code permitting data will be integrated with HES for simple, accurate, easy-to-use home energy estimation and analysis and will directly gain access to the retrofit and renovations markets with the same upgraded platform. This innovative project will assist the building industry and homeowners with an easy-to-use assessment if energy and carbon impacts of existing homes, and assist the utilities in supporting existing homes in their jurisdictions with HES to improve energy efficiency and reduce emissions. What is to be done in Phase I? During Phase I of this proposed project, ConSol will (1) design software architecture that links CHEERS to the Home Energy ScoreTM via API, (2) solicit partnership from one or more California utilities for a regional pilot, (3) test the new software with its HERS Raters and contractor network in the partnership utility jurisdiction, (4) launch a pilot version of the newly developed software with HERS Raters and contractors in the utility territory, and (5) explore California’s GoGreen energy efficiency homeowner lending program in parallel with the pilot. Commercial Applications and Other Benefits. Summarize the future applications or public benefits if the project is carried over into Phase II or Phase III and beyond. The CHEERS+HES commercialized product will be ready for national market scale following a successful Phase 1 performance. The CHEERS+HES adoption is estimated to reach a 5% adoption growth rate versus the 110,000 baseline, starting in Year 1 after Phase I completion, and continuing each year. As a direct benefit to the DOE, CHEERS will set a goal of 100,000 Home Energy Score assessments for existing home alterations within the first 10 years following Phase 1 performance. The technical benefits of this proposed project include the harmonized, automated, and seamless integration of the DOE HES into the widely used and market leading California energy registry, CHEERS. The social benefits include the aggregate energy, cost and GHG savings by allowing the broader public streamlined access to the CHEERS+HES measurement and the energy efficiency recommended measures that may result. Key Words: Home Energy ScoreTM (HES); Application Programming Interface (API); Home Energy Rating Services (HERS); HERS Raters; contractors; assessors; existing homes, energy asset data; cost, energy, and emissions saving measures; energy code (Title 24) compliance; document repository; utilities; pilot; newly developed software; energy efficiency; homeowner. Summary for Members of Congress: The DOE Home Energy Score™ (HES) is a tool to encourage homeowners to improve their energy performance, lower costs and share energy information but is underutilized and consists of barriers which need to be addressed in order to scale. In effort to expand the HES, CHEERS, Inc. will integrate the HES to its State of California, approved home energy rating services (HERS) platform (CHEERS) to develop a single tool for contractors nationwide to assess, record and install recommended cost, energy, and emissions saving measures to the 140 million single-family homes throughout the U.S. and 14 million homes in California.

Application Programming Interface (API)↗

Demonstration of Utility Managed Smart Charging for Multiple Benefit Streams (Final Report)

In the summer of 2020, the U.S. Department of Energy (DOE) awarded funding to Exelon’s Maryland utilities—Baltimore Gas and Electric (BGE), Delmarva Power & Light (DPL), and Potomac Electric Power Company (Pepco)—to implement the Smart Charge Management (SCM) pilot. This initiative aimed to design and implement managed electric vehicle (EV) charging strategies, evaluate the grid impacts of EV charging, and assess the utilities' ability to control EV load based on real-time grid conditions. The SCM pilot explored four aspects for continued improvement: (1) cybersecurity and managed charging functionality testing of two vendor platforms—WeaveGrid (telematics-based) and Shell Recharge Solutions (network-based)—which pursued charge scheduling and optimization through distinct approaches; (2) an analysis by Argonne National Laboratory (ANL) modeling team of three potential SCM enrollment scenarios within BGE and Pepco service territories over the next decade to assess future scalability; (3) employing customer engagement strategies, including surveys and a responsive pricing approach; and (4) the launch and implementation of pilots in Exelon’s Maryland territories in collaboration with WeaveGrid.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Safely Exploring Solar: A Guide for Austin Energy Customers

It's easy to get overwhelmed as you start to explore your solar options. There is a wealth of information available out there, particularly online, and it can be hard to know who to trust. This informational guide has been adapted from Austin Energy's Solar Education Course and other national best practice resources, as of May 1, 2023. It will help you understand some of the key concepts and resources available to help you on your solar journey if you have a home in Austin Energy's service territory and are considering installing solar. This document includes: (1) Austin Energy Programs and Services Related to Solar; (2) Tips for Spotting a Solar Scam; (3) Things to Know When Designing Your System; (4) Key Considerations When Shopping for a Solar Contractor; and (5) Final Takeaways.

14 SOLAR ENERGY↗

Energy Efficiency and Performance Evaluation of Self-Contained, Medium Temperature, Reach-In Refrigerated Display Cases

This project was part of an effort by Commonwealth Edison Company (ComEd) to evaluate the energy and peak demand saving potential of emerging technologies in the Chicago area. This document focuses on the assessment of energy-efficient, medium-temperature, self-contained refrigerated display cases utilizing environmentally friendly refrigerants. The results of this evaluation will be considered by CLEAResult to develop a new energy efficiency rebate measure for ComEd's incentive programs. This rebate measure will become an addition to the Technical Reference Manual (TRM). In 2016, the United Nations passed the Kigali Montreal Protocol Amendment which placed restrictions on certain types of refrigerants. In compliance with this amendment, the US Environmental Protection Agency (EPA) placed a ban on the manufacture of refrigeration systems using hydrofluorocarbons including R134a starting in January 2020. Although the ban has halted manufacture, the EPA continues to allow the use of these refrigerants. Therefore, it is critical to provide incentives for replacing these refrigerants with other environmentally friendly and energy-efficient alternatives. The energy-efficient refrigerator cases evaluated here (referred to as EE Case A and B) contain environmentally-friendly refrigerants in compliance with the EPA hydrofluorocarbon ban. These consist of natural refrigerant propane (R290), and HFC drop-in hydrofluoroolefin R513a, respectively. These cases also contain other energy-efficient components including efficient lighting, more robust evaporator and condenser fans and different-sized heat exchangers. EE Case A is also built with materials that better insulate the case, which improves energy efficiency. To ascertain the energy efficiency contribution of these design components, the consumption of the evaporator and condenser fan motors, compressor, and lighting/controller were evaluated individually. The medium-temperature, self-contained reach-in refrigerated display case was selected due to its widespread use in convenience stores and small supermarkets. Self-contained refrigeration has also seen increased use in restaurants due to curbside pickup during the COVID-19 pandemic. For this study, the refrigerated display cases' performance was evaluated in a controlled environmental chamber at representative indoor dry-bulb and humidity conditions found in supermarkets within ComEd's service territory climate zone. The test method used in this project was foundationally inspired by the ANSI/ASHRAE 72-2018 method of testing. However, modifications to the ANSI/ASHRAE test methodology were implemented to better represent customer operation of the units. In addition to the indoor supermarket conditions, the cases were also evaluated at the "upper target," or environmental conditions used in ANSI/ASHRAE 72-2018. The case total power and case components were metered to obtain their daily power (kW) and energy consumption(kWh). The cases were filled with thermal filler mass to replicate thermal mass of product loading. Additionally, product simulators were used to provide product temperature information. Door actuators were mounted to each of the cases' three doors to replicate regular door openings and effects of shopper traffic.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Package Data for CERF-Data Centers

This dataset contains sample input 100m resolution raster files for running the CERF-DC python package (see https://github.com/IMMM-SFA/cerf_data_centers) at the state level across the CONUS. Due to data availability constraints, some of the items included in this dataset are proxies or assumptions for siting factors used in the model. These are individually noted in the item descriptions and can be exchanged with more detailed information upon availability. Data Descriptions The following raster files are included in the data download: state_siting_region.tif — State areas identified by state FIPS code composite_siting_suitability.tif — Value of 1 indicates suitable siting location, 0 otherwise. The following areas are excluded from siting: Areas within 300m of a federal airport runway Waterbodies Areas with slope >16% Areas susceptible to sinkholes High coastal or inland flood risk areas Local, state, and federal parks, leisure areas, and cemeteries Areas >2 km away from electric substations Areas >5 km away from a municipal water supplier service area Areas >2 km away from high-speed fiber provider service territory Protected Areas Database of the United States (PAD-US) areas Railroads, major roadways, and minor roadways Military areas and training grounds Developed lands Areas >0.8 km (0.5 miles) from developed lands land_value_dollar_per_sqft.tif — USD per square foot (sqft) derived from USDA $/acre land cost personal_property_tax_rate.tif — Personal property tax rate by state. Uses an assumed 0.0125 personal property tax rate for states with personal property tax, 0 for states without personal property tax. real_property_tax_rate.tif — Real property tax rate. Based on county level residential real estate property tax rates. sales_tax_rate.tif — Sales tax rate by state. mechanical_cooling_fraction.tif — Fraction of year (values between 0 and 1, inclusive) that the data center would be cooled through mechanical processes based on local water stress and humidity levels. water_cooling_fraction.tif — Fraction of year (values between 0 and 1, inclusive) that the data center would be cooled through evaporative (water cooled) processes based on local water stress and humidity levels. distance_to_substation.tif — Distance to nearest substation in hundreds of meters (i.e., value of 1 equals a distance of 100m). Offshore areas have a value of 0. industrial_electricity_rates_dollar_per_kwh.tif — USD/kWh industrial electricity rates. Represents the average industrial rate across all utilities that operate within a given county. Values are derived from the US Utility Rate Database. commercial_electricity_rates_dollar_per_kwh.tif — USD/kWh commercial electricity rates. Represents the average commercial rate across all utilities that operate within a given county. Values are derived from the US Utility Rate Database. data_center_market_locations.tif — Grid cells with positive values represent the centroid of existing data center market clusters. The value of non-zero grid cells represents the number of data centers in the market cluster. All other grid cells have a value of 0. Geospatial Metadata CRS: Albers Equal Area Conic (ESRI:102003) Extent: -2415585.0000000023283064,-1441981.2605773280374706 : 2384414.9999999976716936,1708018.7394226719625294 Dimensions: X: 48000 Y: 31500 Bands: 1 Origin: -2415585.0000000023283064,1708018.7394226719625294 Pixel Size: 100,-100 Acknowledgment IM3 is a multi-institutional effort led by Pacific Northwest National Laboratory and supported by the U.S. Department of Energy's Office of Science as part of research in MultiSector Dynamics, Earth and Environmental Systems Modeling Program. License This data is made available under a CCBY4.0 License Disclaimer This material was prepared as an account of work sponsored by an agency of the United States Government. Neither the United States Government nor the United States Department of Energy, nor the Contractor, nor any or their employees, nor any jurisdiction or organization that has cooperated in the development of these materials, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness or any information, apparatus, product, software, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States Government or any agency thereof, or Battelle Memorial Institute. The views and opinions of authors expressed herein do not necessarily state or reflect those of the United States Government or any agency thereof. PACIFIC NORTHWEST NATIONAL LABORATORYoperated byBATTELLEfor theUNITED STATES DEPARTMENT OF ENERGYunder Contract DE-AC05-76RL01830

Mongird, Kendall↗

Clustering Interval Load with Weather to Create Scenarios of Behind-the-Meter Solar Penetration

Forecasting load at the feeder level has become increasingly challenging with the penetration of behind-the-meter solar, as this self-generation is only visible to the utility as aggregated net-load. This work proposes a methodology for creation of scenarios of solar penetration at the feeder level for use by forecasters to test the robustness of their algorithm to progressively higher penetrations of solar. The algorithm draws on publicly available observations of weather condition (e.g., rainy/cloudy/fair) for use as proxies to sky clearness. These observations are used to mask and weight the interval deviations of similar native usage profiles from which average interval usage is calculated and subsequently added to interval net generation to reconstruct interval total generation. This approach improves the estimate of annual energy generation by 23%; where the net generation signal currently reflects 52% of total annual gener- ation, now 75% is captured. This methodology for creation of forecast testing scenarios is data driven and extensible to service territories which lack information on irradiance measurements and geocoordinates.

solar, load↗

Package Data for CERF-Data Centers

This dataset contains sample input 100m resolution raster files for running the CERF-DC python package (see https://github.com/IMMM-SFA/cerf_data_centers) at the state level across the CONUS. Due to data availability constraints, some of the items included in this dataset are proxies or assumptions for siting factors used in the model. These are individually noted in the item descriptions and can be exchanged with more detailed information upon availability. Data Descriptions The following raster files are included in the data download: state_siting_region.tif — State areas identified by state FIPS code composite_siting_suitability.tif — Value of 1 indicates suitable siting location, 0 otherwise. The following areas are excluded from siting: Areas within 300 m of a federal airport runway or within an airport area boundary Waterbodies Areas with slope >16% Areas susceptible to sinkholes High coastal or inland flood risk areas Local, state, and federal parks, leisure areas, and cemeteries Areas >2 km away from electric substations Areas >5 km away from a municipal water supplier service area Areas >2 km away from high-speed fiber provider service territory USGS Protected Areas Database of the United States (PAD-US) GAP status 1, 2, or 3 areas US National Parks Wetlands USFWS critical habitats BIA land areas Railroads, major roadways, and minor roadways Military areas and training grounds NLCD developed lands Areas >0.8 km (0.5 miles) from NLCD developed lands land_value_dollar_per_sqft.tif — USD per square foot (sqft) derived from USDA $/acre land cost personal_property_tax_rate.tif — Personal property tax rate by state. Uses an assumed 0.0125 personal property tax rate for states with personal property tax, 0 for states without personal property tax. real_property_tax_rate.tif — Real property tax rate. Based on county level residential real estate property tax rates. sales_tax_rate.tif — Sales tax rate by state. mechanical_cooling_fraction.tif — Fraction of year (values between 0 and 1, inclusive) that the data center would be cooled through mechanical processes based on local water stress and humidity levels. water_cooling_fraction.tif — Fraction of year (values between 0 and 1, inclusive) that the data center would be cooled through evaporative (water cooled) processes based on local water stress and humidity levels. distance_to_substation.tif — Distance to nearest substation in hundreds of meters (i.e., value of 1 equals a distance of 100m). Offshore areas have a value of 0. industrial_electricity_rates_dollar_per_kwh.tif — USD/kWh industrial electricity rates. Represents the average industrial rate across all utilities that operate within a given county. Values are derived from the US Utility Rate Database. commercial_electricity_rates_dollar_per_kwh.tif — USD/kWh commercial electricity rates. Represents the average commercial rate across all utilities that operate within a given county. Values are derived from the US Utility Rate Database. data_center_market_locations.tif — Grid cells with positive values represent the centroid of existing data center market clusters. The value of non-zero grid cells represents the number of data centers in the market cluster. All other grid cells have a value of 0. Geospatial Metadata CRS: Albers Equal Area Conic (ESRI:102003) Extent: -2415585.0000000023283064,-1441981.2605773280374706 : 2384414.9999999976716936,1708018.7394226719625294 Dimensions: X: 48000 Y: 31500 Bands: 1 Origin: -2415585.0000000023283064,1708018.7394226719625294 Pixel Size: 100,-100 Acknowledgment IM3 is a multi-institutional effort led by Pacific Northwest National Laboratory and supported by the U.S. Department of Energy's Office of Science as part of research in MultiSector Dynamics, Earth and Environmental Systems Modeling Program. License This data is made available under a CCBY4.0 License Disclaimer This material was prepared as an account of work sponsored by an agency of the United States Government. Neither the United States Government nor the United States Department of Energy, nor the Contractor, nor any or their employees, nor any jurisdiction or organization that has cooperated in the development of these materials, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness or any information, apparatus, product, software, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States Government or any agency thereof, or Battelle Memorial Institute. The views and opinions of authors expressed herein do not necessarily state or reflect those of the United States Government or any agency thereof. PACIFIC NORTHWEST NATIONAL LABORATORYoperated byBATTELLEfor theUNITED STATES DEPARTMENT OF ENERGYunder Contract DE-AC05-76RL01830

Mongird, Kendall↗

Final Technical Report-WestSmart EV: Western Smart Plug-in Electric Vehicle Community Partnership

The WestSmartEV (WSEV) project has accelerated adoption of plug-in electric vehicles (PEV) throughout the PacifiCorp/Rocky Mountain Power’s (RMP) service territory in the intermountain west by developing a large-scale, sustainable PEV charging infrastructure network with coordinated PEV adoption programs. The project objectives have strategically deployed 79 DC fast charging to create two primary electric interstate highway corridors along I-15 and I-80; incentivized installation of Level 2 AC chargers at workplace locations; incentivized the purchase of PEVs; provided all electric solutions for first-mile and last-mile trips, including electrified mobility service; provided centralized data collection, analysis, modeling, and tool development to inform investment and policy decisions; and developed education outreach materials and conducted workshops across the WSEV region.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗