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DOE OSTI2025

Digital Assurance Checklist for Homeowners and Installers

This document provides a comprehensive Digital Assurance Checklist for securing behind-the-meter energy assets, focusing on both installers and homeowners. As distributed energy resources (DERs) such as solar PV and battery storage become integral to residential energy systems, cybersecurity emerges as a critical component of reliability and safety. The guide outlines actionable steps for installers during pre-installation, commissioning, and post-installation phases, emphasizing practices like network segmentation, credential management, firmware validation, and homeowner education. For homeowners, the document introduces a tiered approach to cyber hygiene—from essential measures like strong Wi-Fi credentials and automatic updates to advanced strategies such as network segmentation, DNS filtering, and intrusion detection. By adopting these practices, stakeholders can mitigate cyber risks, safeguard energy infrastructure, and ensure resilient, secure operation of DER systems. Additional resources and references to industry standards are included to support implementation.

99 - GENERAL AND MISCELLANEOUS↗

DOE OSTI2026

Digital Assurance Checklist for Homeowners and Installers

99 - GENERAL AND MISCELLANEOUS↗

DOE OSTI2026

Resources for Homeowners: Home Efficiency Upgrades

A fact sheet to support small business building contractors in communicating with homeowners about potential benefits of home efficiency strategies and suggestions for navigating home upgrades. This work was developed under the Building Business Network (B-Biz) program, which aims to improve adoption of high-performance building technology solutions by collaborating with organizations that support small business contractors that provide and service high-performance building technologies.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2023

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)↗

DOE OSTI2024

An assessment of existing barriers to market adoption of thermal energy storage in buildings based on interviews with stakeholders

The United States administration recently established a goal of reducing greenhouse gas emissions by half below 2005 levels by 2030 and becoming a carbon-neutral economy by 2050. The transition to renewable energy sources may be significantly aided by energy storage. Energy storage could smooth the delivery of variable or intermittent renewable energy sources such as wind, hydro, and sun by storing excess renewable energy when it’s available and delivering it back when renewable energy production is low. Thermal energy storage (TES) is a way that stores thermal energy by heating or cooling a storage medium, which is then used for space heating and cooling, industrial processes, or power generation purposes later. This TES operation could lessen the demand for electricity in both the winter's and the summer's peak hours of electricity. While there are various studies that focus on the advancements and successes of TES technology, less attention is placed on its market adoption. Therefore, the current study undertakes survey-based interview research to understand the existing market barriers hindering TES application in buildings. A series of interviews were performed in this study with individuals from various backgrounds, ranging from homeowners to market specialists who work for TES manufacturers and utility companies. According to the responses obtained during the interviews, they strongly believe that TES has a high potential to contribute to the nation's grid stability and decarbonization goals, however, there are several barriers that prevent homeowners and heat pump manufacturers from investing in TES applications. The current study divided the responses from various background groups into categories to better understand the current challenges for TES applications in buildings. These responses range from payback concerns from homeowners to the need to develop a new metric to represent the benefits of TES from the heat pump and TES manufacturers. The findings from this study can be used by policymakers, utility companies, and manufacturers to better understand present obstacles and develop strategies to overcome them.

Prem Anand Jayaprabha, Jyothis Anand↗

DOE OSTI2023

Quantitative analysis of cost savings and occupants’ preferences in grid-interactive smart home operation

Many utility companies in the United States have introduced time-of-use (TOU) rates for homeowners with the goal of regulating electricity consumption during peak hours. The electrical appliances in homes include various thermostatically controlled devices, such as air conditioners (AC) for thermal comfort, and nonthermostatically controlled devices such as clothes washers. As a result, homeowners face the complicated challenge of economically operating multiple electrical appliances in their homes while maintaining comfort and convenience. This is usually due to the lack of an explicit understanding of the correlation between cost saving and the users’ comfort. To understand the correlation, this article is designed to construct a framework by integrating three major components: a multi-objective optimization method accommodating multiple competing goals with different weights, a learning-based system modeling approach describing the dynamics and thermal coupling effects of appliances, and a novel comfort index method differentiating preferred and acceptable thermal comfort. Our proposed framework can allow the indoor air temperature to fall into the "preferred" range with a marginal cost increase. Furthermore, the simulation result shows that an additional 8 h for the preferred thermal comfort can be achieved with a cost increase of only 1.77%.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2024

Austin Solar Guide (Flyer)

This flyer was developed to guide homeowners on their solar journey and expand the benefits of solar to local residents. The guide is an overview of various energy and solar programs and services through the Austin Energy utility with tips for spotting scams, a summary of common terms when designing a solar system, and considerations when searching for a solar contractor.

14 SOLAR ENERGY↗

DOE OSTI2024

Characterizing suburban soil and microbial properties along a soil age chronosequence

Abstract Rapid urbanization is drastically altering ecosystem processes in landscapes around the world. In particular, suburban residential neighborhoods comprise novel ecosystems with water and nutrient inputs that differ greatly from the surrounding land area. These impacts generate concern over the sustainability of urban ecosystems, especially whether they will be characterized by net carbon gain or loss over time. To address this knowledge gap, we established a chronosequence of residential yards in Southern California to test how urban soils change after development. We predicted that urbanized soils would experience shifts in physical characteristics and microbial function over time consistent with ecological succession theory, but residential soils would maintain novel moisture and nutrient regimes compared to undeveloped soils, never “recovering” to a pre‐developed state. We compared different vegetation types to quantify impacts of homeowner landscaping choices and characterized yard soils and their microbial communities. We found that yard soils were nutrient‐ and moisture‐enriched compared to an adjacent undeveloped ecosystem, and turfgrass was associated with higher levels of water and nitrogen. Despite high respiration rates, yard soils accumulated carbon and nitrogen over time. We conclude that suburban residential soils comprise dynamic and heterogeneous ecosystems that are highly influenced by landscaping choices and management practices, and warrant closer study at small management‐relevant scales.

Suratt, Andie [Department of Ecology and Evolution↗

DOE OSTI2025

IoT-based retrofit information diffusion in future smart communities

Community-scale building retrofits are not merely scaled-up versions of single-building retrofits. They involve complex challenges, such as reconciling individual interests with collective goals and managing the dynamic interplay between buildings through mechanisms like power grids and social connections. Internet of Things (IoT) connectivity holds the potential to leverage these interplays to balance individual and collective interests effectively in smart communities. One critical aspect of this interplay is information diffusion, which shapes how retrofit decisions spread among neighbors, influencing individual choices and ultimately impacting community-level retrofit outcomes. In other words, IoT-based smart devices automatically push tailored retrofit notifications to homeowners, which completely changes the format of information diffusion in the future. To investigate this influence by such information diffusion, the study used CityBES to simulate energy performance for different retrofits and applied an information diffusion model to analyze how decisions spread in a networked community of 192 buildings. The diffusion process was modeled on a weighted, directed network, capturing the dynamics of information flow and decision-making across 16 scenarios. Individual retrofit benefits were evaluated through payback years, while community-level retrofit outcomes were assessed using greenhouse gas (GHG) emission reductions. The results demonstrate that easier information diffusion among neighbors encourages households to prioritize retrofit measures that align with the majority’s optimal choices, even at the expense of individual financial benefits. In this case, such collective prioritization enhanced community-level retrofit performance, increasing GHG emission reductions by up to 29.4 %. However, this improvement came with trade-offs, as the average payback period for households extended by approximately 1.74 years. These findings highlight the potential of IoT-based information diffusion in future smart communities to coordinate individual interests with collective goals, ultimately accelerating community-level building retrofits.

Shu, Lei↗

DOE OSTI2024

Private, public, and bottled drinking water: Shared contaminant-mixture exposures and effects challenge

Background: Humans are primary drivers of environmental–contaminant exposures worldwide, including in drinking-water (DW). In the United States, point-of-use DW (POU–DW) is supplied via private tapwater (TW), public-supply TW, and bottled water (BW). Differences in management, monitoring, and messaging and lack of directly–intercomparable exposure data influence the actual and perceived quality and safety of different DW supplies and directly impact consumer decision–making. Objectives: The purpose of this paper is to provide a meta-analysis (quantitative synthesis) of POU–DW contaminant–mixture exposures and corresponding potential human–health effects of private-TW, public-TW, and BW by aggregating exposure results and harmonizing apical–health–benchmark–weighted and bioactivity–weighted effects predictions across previous studies by this research group. Discussion: Simultaneous exposures to multiple inorganic and organic contaminants of known or suspected human-health concern are common across all three DW supplies, with substantial variability observed in each and no systematic difference in predicted cumulative risk between supplies. Differences in contaminant or contaminant–class exposures, with important implications for DW–quality improvements, were observed and attributed to corresponding differences in regulation and compliance monitoring. Conclusion: The results indicate that human-health risks from contaminant exposures are common to and comparable in all three DW–supplies, including BW. Importantly, this study’s target analytical coverage, which exceeds that currently feasible for water purveyors or homeowners, nevertheless is a substantial underestimation of the breadth of contaminant mixtures in the environment and potentially present in DW. Thus, the results emphasize the need for improved understanding of the adverse human-health implications of long-term exposures to low–level inorganic–/organic–contaminant mixtures across all three distribution pipelines and do not support commercial messaging of BW as a systematically safer alternative to public-TW. Regardless of the supply, increased public engagement in source-water protection and drinking–water treatment is necessary to reduce risks associated with long-term DW–contaminant exposures, especially in vulnerable populations, and to reduce environmental waste and plastics contamination.

54 ENVIRONMENTAL SCIENCES↗

DOE OSTI2026

Experimental and data-driven characterization of window-induced air leakage in residential buildings

Windows contributes up to 40% of envelope heat losses and around 9% of total building energy consumption due to air leakage. In the U.S., 48 million homes still use single-pane windows. Although the U.S. has an estimated 1.4 billion windows in its building stock and about 24 million windows are installed annually, only around 29 million individual window replacements (∼2%) occur each year. To address this gap, this study generates empirical evidence by (1) evaluating the contribution of windows to whole-building air leakage in 20 residential buildings using blower door tests before and after window replacement and (2) assessing whether building and window characteristics influence the measured change. Most simulation studies assume that replacing windows not only lowers the U-factor but also reduces air leakage by 10–20%. However, this assumption lacks empirical validation, highlighting the need for experimental analysis of air leakage specifically associated with windows. Using blower door tests in accordance with ASTM E779–19, the results indicated an average reduction in air infiltration of 6.1% within the range of 0.5–19.30% across all buildings and no significant correlations were found between air leakage improvements and any building/window characteristics. This research aims to help homeowners, and energy modelers to provide empirical data on importance of upgrading to more energy-efficient windows, supporting energy-efficient building standards.

Air leakage↗

DOE OSTI2023

Findings from Design and Operation of Connected Neighborhoods

Distributed energy resources and load management are an important emerging part of smart grids. Concurrent management of homeowner preferences and utility objectives requires an intelligent negotiation strategy supported by physical infrastructure that learns, optimizes, and controls the system. While there is a wide body of research related to modelling and simulation of distributed resources, relatively little is known about their practical feasibility. One of the first attempts to address this knowledge gap was through a 62-house connected neighborhood in Alabama. This study makes one more step in advancing this knowledge through a 46-townhome demonstration neighborhood located in Atlanta, GA. It reports hardware design, system architecture, and the results from the summer experimental work. The findings are discussed in the context of earlier experience, and analysis is expanded to areas which were not the focus of earlier research.

Tsybina, Eve↗

DOE OSTI2024

Utility-Scale Shared Energy Storage Deployment: Challenges, Research Gaps, and Opportunities

Although community energy storage (CES) and behind-the-meter (BTM) energy storage systems have been widely used to offer homeowners and communities a variety of localized benefits, their scalability and grid support functionalities are limited. On the other hand, utility-scale shared energy storage (USES) systems may offer a number of benefits for grid integration, scalability, and economic viability. When compared to BTM and CES alternatives, these large-scale systems provide more storage capacity, more efficient operations, and more economically viable options. The deployment of USES presents opportunities for optimizing grid performance, integrating renewable energy resources, and improving energy security at the community level. However, significant research gaps exist in optimizing the integration and operation of these systems, especially to allocate energy for consumer use, grid services, and enhancing energy resilience. This paper reviews the literature in this regard, focusing on the opportunities, research gaps, and challenges associated with USES deployment. Firstly, the paper provides an overview of USES systems and emphasizes their benefits. Secondly, the key challenges are identified, and research gaps associated with the operation and integration of these systems are highlighted. Lastly, some potential solutions and opportunities that can be adopted to facilitate the rapid deployment and management of USES are presented. Technological, economic, regulatory, and environmental aspects are also discussed in this paper, providing an overview of the current state and future prospects of this technology.

Gautam, Mukesh [BATTELLE (PACIFIC NW LAB)] (ORCID:↗

DOE OSTI2026

Understanding the Costs and Barriers of Residential Electrical Panel and Service Upgrades

Upgrading electrical panels and services in U.S. homes represents a significant barrier to building modernization, imposing considerable costs, delays, and procedural uncertainties on homeowners, contractors, utilities, and building departments. Although cost databases document individual infrastructure activities, they rarely capture the integrated, whole-project perspective required to understand how electrical upgrades are planned, executed, and regulated. Existing research is often geographically constrained, narrowly scoped, or derived from limited samples, leaving significant knowledge gaps unaddressed. This study examines the timelines and costs associated with residential electrical panel and service upgrades using data from a national cross- sectional survey conducted in summer 2025. The survey captured responses from 140 stakeholders across 34 states, including building industry professionals, utility staff, and building department staff. Findings indicate that project duration and cost increase substantially with building size though patterns vary by infrastructure type. Most single-family and small multifamily projects were completed within 30 days, whereas medium and large multifamily buildings show longer and less predictable timelines. Service rating increases modestly extend project duration, but building type and size were the primary determinants of delays. Cost patterns were similar: customer-side equipment and panel replacements scale predictably with building size, while utility-side costs are highly variable, often triggered by threshold-driven infrastructure upgrades such as transformer replacements. Permit fees vary considerably between jurisdictions but generally represent a minor proportion of total project costs. These findings identify electrical upgrades as a significant barrier to residential building costs and highlight the need for improved stakeholder coordination, streamlined permitting, and strategies that reduce upgrade requirements while maintaining safety and code compliance.

Casquero-Modrego, Nuria↗

DOE OSTI2023

Accelerating Low-Income Financing and Transactions (LIFT) for Solar Access Everywhere (Final Technical Report)

The Accelerating Low-Income Financing and Transactions (LIFT) for Solar Access Everywhere project’s goal was to expand Low-to-Moderate Income (LMI) solar access for homeowners and renters. The LIFT project researched and gathered data on 453 LMI community solar project across the country. Following three years of research, the project delivered three groundbreaking research papers in June 2022, focused on 1) customer experience, 2) the growth of community solar programs, and 3) project-level financial best practices for serving LMI communities. These were followed by a user-friendly web-based Toolkit allowing users to interact with project data and key findings in November 2022. The customer experience research examined community solar subscribers’ primary motivations to join and remain satisfied with projects. Our research identified 453 projects across the country that dedicated some portion of the system capacity to LMI households. Seventeen of these projects participated in the LIFT customer experience research, allowing the project team to survey their customers and gain insight into how LMI subscribers feel about community solar and the programs that serve them. Subscribers in our sample indicated that the most critical issue that motivated them to participate in their program, however, was not savings but helping the environment. This was true for both LMI and non-LMI subscribers. Helping the environment was also the most important issue for LMI subscribers to measure how well their program was working for them. LIFT also explored how rapidly community solar has grown since its inception in 2006, publishing results in the Growth of U.S. Community Solar Serving LMI Households report. The results showed that community solar projects serving LMI households are one of the fastest growing segments of the solar industry. The report identifies and recommends ways developers should overcome real or perceived risks to LMI customer acquisition and subscriber management. Through the analysis of community solar project finance research, LIFT showed that most community solar projects serving LMI households are financed in the same ways mainstream community solar projects are financed. The value stacks and financial returns are no different, although LMI inclusion and participation rate varied across programs in our sample, ranging from between 10% and 100%. Based on the findings from the LIFT research, the team built a web-based user-friendly Toolkit, consisting of case studies, project finance best practices, and several tools built around the national dataset of 453 community solar projects that serve LMI households. These allow users to engage with the dataset in multiple ways; to explore the landscape of LMI community solar in the U.S., and to design community solar projects to optimize LMI inclusion, equity, and savings levels. The Toolkit also includes a library of LIFT-generated and LIFT-curated resources for users to learn more about how to best serve LMI communities through community solar. LIFT officially published the Toolkit on October 31, 2022, followed by a launch event (public webinar) on November 17, 2022. The core LIFT partners continue to engage in outreach and dissemination efforts to promote the LIFT Toolkit and research publications. Our driving motivation is to continue enabling solar developers to leverage the findings of this three-year research effort. By implication, the LIFT Toolkit is designed for use by utilities, energy service providers, and financiers or investors as a learning and decision-making tool to rapidly scale project models that optimize LMI inclusion and maximize real household savings.

14 SOLAR ENERGY↗

DOE OSTI2023

Incentivizing Cold-Climate Efficiency in Juneau (Final Report)

This is the final technical report for the DOE EERE BTO project Incentivizing Cold-Climate Efficiency in Juneau. The project implemented a community energy campaign to deploy heat pumps and efficiency for residents of Juneau, in Southeast Alaska. The project helped Juneau make progress towards its renewable energy goal of reaching 80% renewable energy for space heating by 2045. The Incentivizing Cold-Climate Efficiency in Juneau (ICE-Juneau) project began in 2020 and concluded three years later in 2023. During that time, a group of implementation partners and a research advisory team instituted a beneficial electrification campaign to promote energy savings and carbon reduction in residences of Juneau, Alaska. The campaign, Thermalize Juneau, focused on the installation of single head ductless mini-split heat pumps along with other efficiency upgrades. Thermalize Juneau was the first campaign of its kind in Alaska. After several months of planning, registration opened to the public in early 2021, and over the course of six months 164 participants enrolled. Campaign staff provided education to homeowners on heat pumps and efficiency, and each participant received a one-on-one heat pump assessment using a custom Microsoft Excel-based calculator that estimated energy savings for their residence based on building characteristics and past utility bills. Participants could also obtain a free energy audit from one of the two local energy auditors to further inform their decision. A heat pump installer, electrician, and builder were selected via a competitive RFP process. Participants who felt ready to install a heat pump or other efficiency upgrades received a site visit and custom quote from each of these contractors free of charge, and if they still felt energy upgrades were right for them, could move forward with an individual contract. Participants received a $400 heat pump installation rebate, offered by the installer if 40 heat pump installations occurred through the campaign. Overall, the campaign facilitated 75 heat pump installations (including participants that went with another contractor or heat pump model) and 30 efficiency upgrades (including participants that went with another builder or did DIY upgrades). The campaign created 3 new jobs as the heat pump installer hired an administrative assistant and two apprentices over the course of the campaign. It also helped Juneau work toward achieving its renewable energy goal of 80% renewable energy for space heating by 2045 by upgrading houses from fuel oil to heat pumps powered by the hydropower electric grid. Researchers conducted four surveys to inform Thermalize Juneau and future energy campaigns. The first surveyed existing and prospective heat pump owners in Juneau to identify barriers the campaign could address and inform recruitment efforts. Entry and exit surveys provided information on participant demographics, goals, outcomes, and suggestions for improving future campaigns. And a final survey of community members who had not participated in Thermalize Juneau gave insight on ways future campaigns could include a greater diversity of participants so they could realize similar benefits. Researchers also used pre-campaign energy modeling to predict energy savings, which was then compared to the savings estimated through aggregation of heat pump assessments and energy audits, and later to actual energy savings of 10 participants who installed a heat pump and were able to provide complete energy use data sets. In addition to energy savings, and to assist the electric utility in future planning efforts, researchers analyzed the overall change in electric use across participants with energy data and heat pump installations. They also completed a life cycle cost analysis, showing positive net present values for those displacing a fuel oil appliance, and a more mixed case for those switching from electric baseboard. This project proved the feasibility of energy campaigns, with a goal of beneficial electrification, in cold, remote locations. The Thermalize Juneau team compiled a Guidebook to Thermalize Campaigns, available online. In addition to documenting what occurred in Alaska’s first thermalize campaign, it provides tips and resources for other communities wishing to implement a similar program.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2023

Multi-Unit Dwelling Plug-in EV Charging Innovation Pilots (Final Report)

Nearly one-third of residences in the U.S. are multi-unit dwellings (MUDs), e.g., apartments and condominiums, and MUDs with five or more units account for approximately 45% of rental households. While 80% of EV charging takes place at home, less than 5% of home charging takes place at MUDs. With public electric vehicle (EV) charging still underdeveloped, lack of access to reliable home charging is a major barrier to EV adoption for MUD residents. Challenges to siting electric vehicle supply equipment (EVSE) at MUDs include the high upfront cost of EVSE installation, physical and/or electrical infrastructure constraints, a lack of clear incentives for property managers to invest in installing EV charging for tenants, and a limited number of EV charging service providers that offer solutions adapted to the unique needs of MUDs. Through award DE-EE0008473 from the U.S. Department of Energy’s Office of Energy Efficiency and Renewable Energy (EERE), Center for Sustainable Energy (CSE), Energetics, and Forth, along with a diverse team of partners, led a three-year project to address barriers to EV charging at MUDs by developing an online toolkit geared toward residents, homeowner associations (HOAs), and property managers. The project, referred to as Vehicle Charging Innovations – Multi-Unit Dwellings (VCI-MUD project), engaged stakeholders across the country to identify real and perceived barriers to EV charging at MUDs and explored innovative technologies that attempt to alleviate the identified barriers. Over the course of three and a half years, the project conducted 60 interviews with industry stakeholders, compiled findings in an easy-to-use toolkit, and disseminated the toolkit across national, regional, state, and local channels. Key findings and outcomes of the VCI-MUD project include: Identifying six primary barriers to the installation of EV charging at MUDs; Developing five fact sheets and eight case studies highlighting innovative charging solutions to address barriers, including real-world operational and financial data; Developing a user-friendly, online empowerment toolkit with five important points for “making your pitch” to support EV charging to assist residents, property managers, building managers, and HOAs explore options for MUD charging. The VCI-MUD online toolkit was designed with replicability in mind. It includes general tools and guides to evaluate EV charging demand, gauge readiness for EV charging installation, and develop actionable plans. The fact sheets and case studies highlight the diversity of emerging MUD EV charging solutions, featuring different geographic and structural installation scenarios and providing interested parties with a menu of options, rather than prescribing a one-size-fits-all solution. The following resources are included in the toolkit to provide MUD stakeholders with all the information needed to navigate EV charging installation at their MUD location: Empowerment Toolkit – Easy-to-read FAQ overview, stakeholder roles and responsibilities, and additional resources for MUD EV charging installations; Charging Basics – Glossary of terms and descriptions of charging features, installation and operating expenses; EV Charging Survey Templates – Resident-to-Resident, Property Manager-to-Resident and HOA-to-Resident template letters with pre-populated template questions; Technology Selection Tool – Charging barrier fact sheets and case study examples; Installation Checklist – Submittal document requirements for EVSE installations; MUD Building Self-Evaluation Survey – Self-guided evaluation of potential barriers to EV charging installation at MUD locations; Curbside Resources – Case studies and fact sheets for curbside charging options; Find a Certified Electrician – Approved list of certified EV charging installers; “Right-to-Charge” State Legal References – Legal requirements for charging equipment at MUD locations. The online toolkit was promoted extensively in the final six months of the project and will continue to be disseminated by the Clean Cities Coalitions and other partners after the end of the VCI-MUD project to encourage, support, and demonstrate viable solutions for vehicle charging infrastructure in MUDs.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2023

Alternative Fuel Vehicle Usage and Owner Demographics in New York State

With mounting concerns over climate change and the environmental impact of fossil fuels, the United States has witnessed a growing interest in alternative fuel vehicles (AFVs). In 2021, approximately 1.5 million battery EVs (BEVs), 0.8 million plug-in hybrid EVs (PHEVs), and 5.5 million hybrid EVs (HEVs) were registered in the United States. In the state of New York, a total of 51,900 BEVs, 44,600 PHEVs, and 221,600 HEVs were registered in 2021. The current report presents the results of an analysis of AFV adoption patterns in New York State and the rest of the United States based on data from the 2017 National Household Travel Survey (NHTS). Overall, the report reveals the demographics and mobility factors (e.g., household income, homeownership, and trip length) that contribute to the adoption of AFVs. This study provides insights that can inform policy decisions aimed at promoting sustainable transportation solutions.The 2017 NHTS data showed that the percentage of households owning at least one AFV is lower in New York City compared with that in other regions of New York State. From the NHTS samples, of the 25 households that owned at least one BEV in New York State, 15 households (60%) lived within a 5-mile radius, based on the great circle distance, of the nearest charging station, and 23 households (92%) lived within a 10-mile radius of the nearest charging station. Furthermore, among the 40 households in New York State that own at least one PHEV, 48% (19 households) lived within a 5-mile radius of the closest EV charging station, and 83% (33 households) lived within a 10-mile radius of the nearest charging station. The rest of the United States had a higher percentage of households that own at least one AFV compared with that of New York State. A comparison was made between EV adoption levels using NHTS and EValuateNY, which is a tool that gathers statistics on the electric car market in New York State. The estimates obtained from New York State household samples in NHTS were slightly lower than the data provided by EValuateNY. In New York State and the rest of the United States, households with higher incomes tended to have a higher proportion of AFV ownership compared with those with lower incomes. For example, households in New York State earning $\$ $150,000 or more had an approximately 6% share of owning at least one AFV, which was markedly higher than those earning less than $\$ $100,000 (less than 3%). Additionally, homeowners in New York State and the rest of the United States also exhibited a significantly higher share of AFV ownership compared with that of renters. In New York State, households that own at least one AFV tended to travel farther and had longer travel times compared with their counterparts without an AFV. In terms of households with at least one AFV, households with HEVs tended to have more person trips, longer person miles of travel, and more vehicle miles traveled, resulting in longer travel times than that of households with BEVs or PHEVs. Notably, households with AFVs had a slightly lower share of family and personal business trips but a higher share of social and recreational trips compared with households without AFVs. Additionally, households with at least one AFV tended to have a slightly higher share of walking trips than their counterparts without an AFV. However, the comparisons were not statistically significant. These travel patterns observed in New York State were consistent with those observed in other regions of the United States.

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