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Blueprint for Integrating Grid-Interactive Efficient Building (GEB) Technologies into U.S. General Services Administration Performance Contracts

This document provides recommended strategies for increasing implementation of grid-interactive efficient building (GEB) measures in federal performance contracts. This document outlines distributed energy resource screening processes, contractual considerations for GEB technologies within performance contracts, and guidance for integration of GEB analysis procedures and technologies into each phase of a performance contract.

ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATION,↗

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)↗

Achieving 50% Energy Savings in Chicago Homes: A Case Study for Advancing Equity and Climate Goals

Since 2019, the National Renewable Energy Laboratory (NREL) and Elevate have collaborated to identify pathways to deep energy retrofits in Chicago's housing stock, document equity implications and co-benefits of this transition, and validate the findings by implementing retrofits in real Chicago homes. This document summarizes our analysis process to model advanced retrofit packages that lead to greater than 50% energy savings in Chicago homes. Based on these findings, we have also developed a roadmap with the City to guide implementation, and are deploying the recommended retrofit packages in real Chicago homes to realize these energy savings. This work was developed in collaboration with two key stakeholders - the City of Chicago and Commonwealth Edison (ComEd) - and funded by the U.S. Department of Energy (DOE). NREL's Residential Buildings team maintains the best-in-class ResStock™ energy model of the U.S. residential building stock. For this work, we calibrated ResStock to Chicago's unique local housing stock to accurately simulate energy use in Chicago homes both for current conditions and with various retrofit scenarios. We simulated a wide range of potential building retrofits covering all aspects of residential energy use and then grouped these into packages based on energy and utility bill savings. ResStock can model diverse building types and housing characteristics, so we're able to observe the range of outcomes that might occur when these upgrades are deployed across the entire housing stock. We can then estimate potential energy savings from an advanced retrofit program on Chicago's housing stock by comparing the modeled energy use before versus after a retrofit. This novel version of ResStock, calibrated to Chicago with data from Elevate, can help City officials, ComEd, and other partners plan for community-scale decarbonization via residential retrofits. Specifically, this work contributes the following project goals: Develop a building retrofit prioritization strategy for Chicago single-family and 2- to 4-unit buildings; Identify neighborhoods and home types that have the highest potential for savings from electrification; and Assess the impact of advanced building retrofits on energy use, utility bills, and CO2 emissions at the city and building level. Although this study is specific to Chicago, its methods and learnings are applicable across the United States. These findings are especially notable for heat pumps and electrification retrofits in cold climates.

building energy modeling↗

DOE Deep Energy Retrofit Cost Survey

A survey was conducted by the Lawrence Berkeley National Laboratory on deep energy retrofit (DER) market drivers, opportunities, and challenges. The survey was part a research study sponsored by the U.S. Department of Energy to gather information on the costs of DER from home performance contractors and stakeholders. Cost data was gathered from DER projects that use a comprehensive, whole-home approach to drastically reduce energy use and improve performance. DER projects often aim at reducing energy use by 50% or more. In addition, these projects can improve home comfort and potentially benefiting occupant health. Yet, market adoption of DER has been limited. Major limiting factors include complex projects, high costs, perceived risks, extensive disruption, and unfamiliar work scopes to some contractors. In order to better understand what motivates and deters DER projects in today’s market, a survey was conducted to gather this information, and to learn about promising approaches and technologies from the industry perspective. Past surveys on homeowners and home energy performance professionals have studied the motivations and barriers of energy efficiency retrofits. Two surveys of home energy performance professionals were conducted in recent years. The Resources for the Future (RFF) Home Energy Audit and Retrofit Survey was conducted in 2011 by recruiting energy auditors and retrofit installers through members of Efficiency First and Building Performance Institute (BPI) accredited contractors. The survey asked about the business and services that respondents provide, how often homeowners follow their recommendations to retrofit their homes, and the respondents’ opinion on barriers faced by the industry. The survey found that not enough homeowners know about energy audits, but more importantly, it is the high cost of retrofits compared to low energy prices that is responsible for few energy audits and retrofits being completed. The RESNET Deep Retrofit Industry Stakeholder Survey was conducted shortly after launching of the EnergySmart Home Performance Team program. The EnergySmart Team program involves a formal agreement among allied contractors who are engaged in high performance retrofits. Using this allied team approach, teams can pool their expertise and provide each other with customer referrals. The survey asked EnergySmart Team members and outside stakeholders on questions about market and technical barriers in performing home energy retrofits. Survey respondents identified lack of consumer awareness and lack of affordable financing for consumers as the leading market barriers to home energy retrofits. In their written comments, many survey respondents also echoed that the high costs of retrofit compared to low energy prices is a market barrier. Respondents found “certain housing characteristics that prevent effective retrofit” and “energy analysis software inaccuracy or limitations” are the two leading technical barriers. Their choices for technical barriers were reflective of the energy rater/auditor role played by the majority (78%) of the survey respondents. In comparison to past surveys, this work aimed to gather inputs from a broader segment of the home performance industry to identify the opportunities and barriers faced by DERs from all perspectives. The survey asks for project costs to help breakdown the high costs of DERs. This survey is also motivated by a need to better understand the role of DERs in reducing energy use by the residential sectors and meeting climate goals. The survey is designed towards obtaining more substantive inputs from survey respondents by encouraging written comments, rather than setting the goal to reach a large number of respondents. We took this approach because DER is currently still a niche market, so it is more valuable to gather in-depth inputs from individuals who are performing this work rather than getting to the masses.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Chicago Energy Efficiency Planning and Analysis and Integrated Retrofit Strategy Validation in Single-Family Homes

In June 2020, the project team comprised of Elevate and the National Renewable Energy Laboratory (NREL), with advisory roles from the City of Chicago and Commonwealth Edison, initiated a three-year project with the U.S. Department of Energy to inform communitywide energy planning at a local scale and validate advanced retrofit packages that achieve at least 50% energy savings in existing homes. The project team has characterized Chicago’s single-family and 2-4 unit housing stock and energy use using the ResStock™ modeling tool, and with that information developed advanced whole home energy retrofit packages for single family and 2-4 unit homes that can reduce energy use by at least 50% and support climate, air quality, and other goals. This report presents an analysis of the technical potential of applying these retrofit packages at a City-wide scale, and a roadmap for rapidly scaling up retrofit programs to improve Chicago’s housing stock and target investments in the neighborhoods that need it most. The main goals of the analysis are to: 1) develop a Chicago-specific single-family and 2-4 unit building retrofit prioritization strategy; 2) identify opportunities for beneficial electrification in communities and home types that stand to benefit most; and 3) assess costs and savings potential for retrofit investments at a household and city scale, in terms of energy use, bill impacts, carbon emissions, and other outcomes.

14 SOLAR ENERGY↗